JOSEPH ROWNTREE FOUNDATION
Get an alert when JOSEPH ROWNTREE FOUNDATION files next
Leroy will email you the moment a new filing lands at Companies House — one short note per filing, nothing else.
Next accounts due
2026-09-30 (in 4mo)
Last filed for 2024-12-31
Confirmation statement due
2026-05-27 (this month)
Last made up 2025-05-13
Watchouts
Cash
£17M
+210.7% vs 2023
Net assets
£566M
+3.4% vs 2023
Employees
182
+5.8% vs 2023
Profit before tax
-£787K
+59.3% vs 2023
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
3 officer resignations in last 12 months
Multiple officers have left the board recently — see the People section for who.
Net assets
2-year trend · vs Health Care median
Accounts
2-year trend · latest reflected 2024-12-31
| Metric | Trend | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Turnover | £29,794,000 | £30,388,000 | |
| Operating profit | -£1,935,000 | -£787,000 | |
| Profit before tax | -£1,935,000 | -£787,000 | |
| Net profit | £31,844,000 | £39,348,000 | |
| Cash | £5,339,000 | £16,588,000 | |
| Total assets less current liabilities | £639,638,000 | £658,331,000 | |
| Net assets | £547,416,000 | £566,081,000 | |
| Equity | £547,416,000 | £566,081,000 | |
| Average employees | 172 | 182 | |
| Wages | £10,841,000 | £10,544,000 | |
| Directors' remuneration | £1,176,000 | £1,390,000 |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Year-on-year
FY2023 → FY2024 · period ending 2024-12-31 vs 2023-12-31
-
Turnover
+2%
£29,794,000 £30,388,000
-
Cash
+210.7%
£5,339,000 £16,588,000
-
Net assets
+3.4%
£547,416,000 £566,081,000
-
Employees
+5.8%
172 182
-
Operating profit
+59.3%
-£1,935,000 -£787,000
-
Profit before tax
+59.3%
-£1,935,000 -£787,000
-
Wages
-2.7%
£10,841,000 £10,544,000
Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Operating margin | -6.5% | -2.6% | |
| Net margin | 106.9% | 129.5% | |
| Return on capital employed | -0.3% | -0.1% | |
| Gearing (liabilities / total assets) | 15.5% | 15.5% | |
| Current ratio | 0.53x | 1.93x | |
| Interest cover | -0.78x | -0.32x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Consolidated group
- Auditor
- Grant Thornton UK LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“Based on the above, Trustees are of the opinion that the Group has adequate resources to continue to operate without disruption for the foreseeable future, this being at least to 31 December 2026. As such, it is appropriate to adopt a going- concern basis for the 2024 financial statements.”
Group structure
- JOSEPH ROWNTREE FOUNDATION · parent
- Clifton Estate Limited 100%
Significant events
- “2024 was a year of significant change nationally and internationally. The general election in July saw a new government come to power.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
15 active · 9 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| PREECE, Tracey May | Secretary | 2019-12-06 | — | — |
| ALAFAT, Terrie Elizabeth | Director | 2024-03-25 | Mar 1955 | British,American |
| BUTT, Jabeer Karim | Director | 2026-01-01 | Jun 1963 | British |
| COTTAM, Hilary Anne | Director | 2021-03-23 | Jan 1965 | British |
| DOUGLAS, Nassali Dorothy | Director | 2026-01-01 | Mar 1988 | British |
| ELAHI, Zeinab Farah | Director | 2021-03-23 | Aug 1988 | British |
| HORNE, Matthew John | Director | 2026-01-01 | Apr 1978 | British |
| JENKINS, Paul | Director | 2019-07-31 | Feb 1963 | British |
| LUNTS, David Simon | Director | 2019-07-31 | Oct 1957 | British |
| RIZWAN, Amir | Director | 2026-01-01 | Sep 1986 | British |
| RUSSELL, Lesley Gillian | Director | 2021-03-23 | Apr 1968 | British |
| SWAFFIELD, Joanna Kate, Professor | Director | 2021-12-06 | Nov 1970 | British |
| TANNAHILL, Carol, Professor | Director | 2019-07-31 | May 1963 | British |
| TOWNSEND, Jeremy Charles Douglas | Director | 2026-01-01 | Jan 1964 | British |
| UMEASIEGBU, Kenechukwu Ifeanyi | Director | 2021-03-23 | Jul 1974 | British |
Show 9 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| ASHMORE, Gillian Margaret | Director | 2019-07-31 | 2020-12-31 |
| ASHTIANY, Saphieh | Director | 2019-09-16 | 2025-12-31 |
| BHATIA, Anita | Director | 2022-12-08 | 2026-02-11 |
| CADMAN, Deborah Ann | Director | 2019-07-31 | 2025-12-31 |
| EVANS, Helen Elizabeth | Director | 2019-07-31 | 2022-06-06 |
| HAIRE, William David Adams | Director | 2019-07-31 | 2023-03-31 |
| LOFFILL, Maureen | Director | 2019-07-31 | 2021-12-06 |
| MILLAR, Graham | Director | 2019-07-31 | 2020-12-30 |
| WILLCOCKS, Dianne Marie, Professor | Director | 2019-07-31 | 2020-12-31 |
Ownership
Persons with significant control
Filing timeline
Last 20 of 47 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-02-12 | TM01 | officers | Termination director company with name termination date | |
| 2026-01-21 | AP01 | officers | Appoint person director company with name date | |
| 2026-01-19 | AP01 | officers | Appoint person director company with name date | |
| 2026-01-19 | AP01 | officers | Appoint person director company with name date | |
| 2026-01-19 | AP01 | officers | Appoint person director company with name date | |
| 2026-01-19 | AP01 | officers | Appoint person director company with name date | |
| 2026-01-08 | TM01 | officers | Termination director company with name termination date | |
| 2026-01-08 | TM01 | officers | Termination director company with name termination date | |
| 2025-09-10 | AA | accounts | Accounts with accounts type group | |
| 2025-05-15 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-11-18 | AA | accounts | Accounts with accounts type group | |
| 2024-05-16 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-04-16 | AP01 | officers | Appoint person director company with name date | |
| 2023-11-27 | CH01 | officers | Change person director company with change date | |
| 2023-09-23 | AA | accounts | Accounts with accounts type group | |
| 2023-07-13 | MR01 | mortgage | Mortgage create with deed with charge number charge creation date | |
| 2023-05-26 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-03-31 | TM01 | officers | Termination director company with name termination date | |
| 2023-03-01 | CH01 | officers | Change person director company with change date | |
| 2023-03-01 | AP01 | officers | Appoint person director company with name date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 10
- Capital events
- 0
- Officers appointed
- 5
- Officers resigned
- 3
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.