JERWOOD FOUNDATION

Charity Number: 1197386
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Foundation owns the Jerwood Collection of 20th & 21st century British art, which is available for display in the public domain. We are part of a family of philanthropic organisations and welcome applications for funding for capital and revenue support for visual and performing arts in the UK, particularly with a focus on working with our Collection and making art available for public benefit.

Income and expenditure

Data for financial year ending 31 December 2023

Total income: £449,988
Total expenditure: £349,803

People

10 Trustee(s)

Employees with total benefits over £60,000

Number of employees
£70k to £80k 1

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
  • Arts/culture/heritage/science
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 06 January 2022: Standard registration
  • 28 November 2024: Funds received from 1074036 JERWOOD CHARITY
Organisation type:
Charitable company
Other names:

No other names

Company number:
13515955 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

10 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Rupert David Tyler Chair 07 November 2023
SAMLING INSTITUTE FOR YOUNG ARTISTS
Received: On time
THE NATIONAL GARDEN SCHEME
Received: On time
Lucy Amanda Ash Trustee 07 November 2023
None on record
Miranda Thompson-Schwab Trustee 07 November 2023
None on record
Christopher William King Trustee 07 November 2023
None on record
Julia Wharton Trustee 07 November 2023
None on record
KATHARINE GOODISON Trustee 07 November 2023
None on record
PHILIPPA VICTORIA CAMPBELL Trustee 13 July 2021
None on record
TARA LOUISE MAYHEW Trustee 13 July 2021
None on record
ALAN GRIEVE CBE Trustee 13 July 2021
GEREFA CHARITABLE TRUST
Received: On time
Lara Wardle Trustee 13 July 2021
GEREFA CHARITABLE TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2023 31/12/2023
Total gross income £34.14m £449.99k
Total expenditure £659.39k £349.80k
Income from government contracts N/A N/A
Income from government grants N/A N/A
Income - Donations and legacies £33.78m N/A
Income - Other trading activities £0 N/A
Income - Charitable activities £0 N/A
Income - Endowments £0 N/A
Income - Investment £358.78k N/A
Income - Other £101 N/A
Income - Legacies £0 N/A
Expenditure - Charitable activities £584.19k N/A
Expenditure - Raising funds £75.20k N/A
Expenditure - Governance £26.42k N/A
Expenditure - Grants institution £423.52k N/A
Expenditure - Investment management £75.20k N/A
Expenditure - Other £0 N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 December 2023 23 September 2024 On Time
Accounts and TAR 31 December 2023 23 September 2024 On Time Download Open in new window
Annual return 31 March 2023 31 January 2024 On Time
Accounts and TAR 31 March 2023 31 January 2024 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 21 DEC 2021

Charitable objects

THE OBJECT OF THE CHARITY SHALL BE: THE ADVANCEMENT OF EDUCATION OF THE PUBLIC IN THE APPRECIATION OF ART INCLUDING BY MAKING ART AVAILABLE TO THE PUBLIC IN SUCH MUSEUMS, ART GALLERIES AND OTHER SUCH BUILDINGS OR INSTITUTIONS AS THE DIRECTORS SHALL AGREE FROM TIME TO TIME; AND SUCH OTHER CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

Contact information

Address:
PO Box 186
Ludlow
SY8 9DX
Phone:
01584823413
Email:
jerwood@jerwood.org
Website:

www.jerwood.org Open in new window