Joseph Rowntree Foundation in United Kingdom, (international)

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Joseph Rowntree Foundation
Employer Identification Number (EIN)980100375
Name of OrganizationJoseph Rowntree Foundation
AddressYork Y030 6wp, United Kingdom
ActivitiesAid to the handicapped (see also 031)
SubsectionCharitable Organization
Ruling Date12/1989
DeductibilityContributions are not deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$50,000,000 to greater
Income$10,000,000 to $49,999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$381,256,176
Amount of Income$13,126,148
Form 990 Revenue Amount$12,293,956
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations

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Amount of income in 2012: $13,126,148 (it was $12,293,956 in 2011)
Joseph Rowntree Foundation: 

Other organizations performing similar types of work: 


Assets in 2012: $381,256,176 (it was $368,042,236 in 2011)
This organization: 

Other organizations performing similar types of work: 


Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$12,293,956$472,890$12,293,956
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$161,824
Dividends and interest from securities$10,576,132
Gross rents$1,405,068
Gross profit from sales of goods$0
Other income$150,932
Total expenses and disbursements$13,979,104$0$0$13,929,488
Compensation of officers, directors, trustees, etc.$604,531
Total operating and administrative expenses$6,065,288$0$6,015,672
Contributions, gifts, grants paid$7,913,816
Excess of revenue over expenses and disbursements$-1,685,148
Net investment income$472,890
Adjusted net income$12,293,956
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$368,042,236$376,600,236
Cash - non-interest-bearing$18,959,860
Investments-U.S. and state government obligations$3,585,024
Investments-corporate stock$289,593,384
Investments-corporate bonds$0
Investments-mortgage loans$1,173,224
Total liabilities$13,809,500
Mortgages and other notes payable$0
Total liabilities and net assets/fund balances$354,232,736
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$0
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$18,916
Total credits and payments$24,113
2011 estimated tax payments and 2010 overpayment credited to 2011$0
Exempt foreign organizations-tax withheld at source$24,113
Tax paid with application for extension of time to file (Form 8868)$0
Backup withholding erroneously withheld$0
Any penalty for underpayment of estimated tax$0
Amount to be credited to 2012 estimated tax$0
Statements Regarding Activities (for 2011)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$0
Net value of noncharitable-use assets$0
Minimum investment return$0
Distributable Amount (for 2011)
Distributable amount$0
Undistributed Income (for 2011)
Distributable amount for 2011$0
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
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IdNameAddressStateEstablishedTotal Income
1Avon Products Foundation Incorporated777 3rd Ave Bsmt B, New York, NY 10017-1307NY2000-11$62,177,889
2Blackstone Charitable Foundation345 Park Avenue, New York, NY 10154-0004NY2008-02$6,140,304
3Mary R Saner Charitable Trust4330 Olive St, Saint Louis, MO 63108-2622MO2008-06$3,811,554
4Kotel Foundation101 Terrace Dr, Mundelein, IL 60060-3826IL2008-03$124,384
5Fundacao Calouste GulbenkianLisboa 1067-001, Portugalinternational1966-06$10,572,616,030
6Ford Foundation320 E 43rd St, New York, NY 10017-4801NY1960-09$8,990,538,204
7Casey Family Programs2001 8th Ave Ste 2700, Seattle, WA 98121-2641WA1967-02$1,565,300,151
8Annie E Casey Foundation701 St Paul Street, Baltimore, MD 21202-2311MD1996-01$1,126,550,401
9Alcoa FoundationPO BOX 535007, Pittsburgh, PA 15253-5007PA1964-06$1,029,775,022
10Burroughs Wellcome Fund21tw Alexander Drive, Rtp, NC 27709NC1972-10$909,761,764
11Donald W Reynolds Foundation1701 Vlg Ctr Cir, Las Vegas, NV 89134-6303NV1959-02$812,889,154
12Harry & Jeanette Weinberg Foundation Inc, Northern Trust Co7 Park Center Ct, Owings Mills, MD 21117-4200MD1962-01$601,857,609
13W K Kellogg Foundation1 Michigan Ave, Battle Creek, MI 49017MI1941-05$482,307,276
14Goldman Sachs Foundation200 W St 29th Fl, New York, NY 10282-2102NY1999-12$371,242,219
15Morris And Gwendolyn Cafritz Foundation1825 K St Nw 12th Fl Ste 1400, Washington, DC 20006-1202DC1949-09$342,554,408
16Commonwealth Fund1 East 75th Street, New York, NY 10021-2677NY1939-07$322,897,011
17Ford Family Foundation1600 Nw Stewart Pkwy, Roseburg, OR 97471-1957OR1996-09$296,810,036
18Longwood Foundation Inc100 W 10th St Ste 1109, Wilmington, DE 19801-1653DE1940-02$284,801,412
19Joseph Rowntree FoundationYork Y030 6wp, United Kingdominternational1989-12$13,126,148
20Nuffield FoundationLondon Wc1b 3js, United Kingdominternational1966-09$7,349,463
Number of organizations performing similar types of work
District of Columbia23
North Carolina64
North Dakota3
New Hampshire10
New Jersey134
New Mexico13
New York349
Rhode Island20
South Carolina20
South Dakota5
West Virginia2
Total2,877 is not associated with, endorsed by, or sponsored by Joseph Rowntree Foundation and has no official or unofficial affiliation with Joseph Rowntree Foundation