Finance Score: -2

Governance Score: 6

Support Score: 6

Multiple Deficits: -2
No PartB

Good trustee age range: +3
Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 10

THE ROWNTREE SOCIETY

The advancement of the education of the general public and inhabitants of and visitors to York in the contribution of the Rowntree Family and in particular Joseph & Seebohm Rowntree in their philanthropic work to York, the surrounding area and society in general by providing guided tours, publishing literature and by any other means which the Trustees think fit which are charitable at law.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers
The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
There has been a change of accounting period recently, so trends may be hard to determine
On several occasions in recent years income has been less than spending

Established: 20 years

www.rowntreesociety.org.uk

info@rowntreesociety.org.uk

01904543384

Charity Commission for England and Wales

Tweets

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/12/22?		£230	£70	£159	n/a	n/a	n/a	n/a	n/a	2
31/08/21		£0	£43	£-42	n/a	n/a	n/a	n/a	n/a	0
31/08/20		£7	£43	£-36	n/a	n/a	n/a	n/a	n/a	0
31/08/19		£159	£48	£111	n/a	n/a	n/a	n/a	n/a	4
31/08/18		£63	£50	£14	£0	£0	£0	n/a	0	2
31/08/17		£106	£44	£62	£0	£0	£0	n/a	0	0
31/08/16		£10	£49	£-40	£0	£0	£0	n/a	0	0
31/08/15		£45	£69	£-24	£0	£0	£0	n/a	0	0
31/08/14		£102	£72	£30	£0	£0	£0	n/a	0	0
31/08/13		£62	£46	£17	£0	£0	£0	n/a	0	0
31/08/12		£28	£41	£-14	£0	£0	£0	n/a	0	0
31/08/11		£104	£40	£63	£0	£0	£0	n/a	0	0
31/08/10	*	£17	£16	£2	£0	£0	£0	n/a	0	0
31/08/09	*	£17	£10	£7	£0	£0	£0	n/a	0	0
31/08/08	*	£6	£11	£-6	£0	£0	£0	n/a	0	0
31/08/07	*	£3	£11	£-8	£0	£0	£0	n/a	0	0
31/08/06		£9	£3	£5	£0	£0	£0	n/a	0	0
31/08/05	*	£9	£5	£4	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

What it does

Education/Training
Environment/Conservation/Heritage

Who works here?

2 volunteers

Who it helps

The General Public/Mankind

How it operates

Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
JRSST-CT - Rowntree Legacy
£15,831	29/09/2022	Rowntree legacy - to support the core costs of the Rowntree Society
Joseph Rowntree Foundation - Grant to Rowntree Society, The
£75,000	10/09/2022	Core costs
Joseph Rowntree Foundation - Grant to Rowntree Society, The
£49,500	12/07/2019 36	Core costs
JRSST-CT - Rowntree Heritage Hub
£10,500	21/06/2019 36	to support and contextualise the work of the Joseph Rowntree Trusts, enhancing the connection between the Trusts’ current priorities with their very distinctive roots in the Founder’s Memorandum ....more to support and contextualise the work of the Joseph Rowntree Trusts, enhancing the connection between the Trusts’ current priorities with their very distinctive roots in the Founder’s Memorandum of 1904
JRSST-CT - Underpinning of the Rowntree name by means of its heritage
£7,500	22/06/2018 12	strengthening the knowledge base, especially the website, as a repository on the Rowntree legacy
JRSST-CT - Rowntree legacy
£22,500	26/06/2015 36	to continue to provide information on all aspects of the Rowntree legacy, with a focus on Seebohm Rowntree

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (9)

Current Trustees appointed

Gender Split

Age Range of Trustees: 33-73

ALISON MARGARET SAYERS Appointed: 2019, Occupation: Retired

CHRISTOPHER CHARLES WEBB Appointed: 2009, Occupation: Trustee, Other trusteeships: YORK CIVIC TRUST, YORKSHIRE GARDENS TRUST,

ELIZABETH STEWART GRIERSON (Chair) Appointed: 2005, Occupation: Creative Consultant

JANETTE RAY Appointed: 2011, Occupation: Book Seller

JESSICA LOUISE GRAY Appointed: 2022, Occupation: Solicitor

MAUREEN ANDREA GRANT Appointed: 2023, Occupation: Assistant Trust Secretary

RICHARD JAGGER Appointed: 2014, Occupation: Director

STEPHEN EDWARD PITTAM Appointed: 2004, Occupation: Trust Secretary, Other trusteeships: THE BRITISH INSTITUTE OF HUMAN RIGHTS, YORK TRAVELLERS TRUST,

TINA CAROLINE WALKER Appointed: 2016, Occupation: Accountant

Legal constitution

Charitable company registered in England & Wales on 17/09/2004, number: 1105936
Registered at Companies House on 27/08/2004, number: 05217103

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Volunteer management

Filing Record

18 returns made; AR10: 114 days late, AR09: 11 days late, AR08: 207 days late, AR07: 21 days late, AR05: 157 days late,

Recent reorganisation events:

Asset transfer in from THE NEW EARSWICK LOCAL HISTORY SOCIETY on 02/04/2024

Main office

CLEMENTS HALL
NUNTHORPE ROAD
YORK
YO23 1BW

Objectives

THE ADVANCEMENT OF THE EDUCATION OF THE PUBLIC IN GENERAL AND THE INHABITANTS OF AND VISITORS TO YORK IN PARTICULAR IN THE CONTRIBUTION OF THE ROWNTREE FAMILY GENERALLY AND IN PARTICULAR JOSEPH AND SEEBOHM ROWNTREE IN THEIR PHILANTHROPIC WORK TO YORK THE SURROUNDING AREA AND SOCIETY IN GENERAL BY THE PROVISION OF GUIDED TOURS THE PUBLICATION OF LITERATURE AND BY ANY OTHER MEANS WHICH THE TRUSTEES THINK FIT WHICH ARE CHARITABLE AT LAW

Defined Area of Benefit:

YORK

Data Sources