Trust finances

The Joseph Rowntree Charitable Trust is an independent, endowed foundation. The Trust’s resources come from a portfolio of investments, almost entirely held in UK and overseas shares. The Trust aims to make grants at a level that is sustainable in real terms. At present, this means that the Trust makes grants of around £5m each year.

The Trust does not invest in armaments, gambling, tobacco or alcohol, and takes a range of other ethical factors into account in our investment policy. The Trust also engages with companies to encourage good practice on a range of ethical issues. 

Our latest annual accounts are available to download from this page, or on request from the office.