01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 6 January 2022
- Removed
- Not supplied
- Company number supplied
- 13515955
- Financial period
- 1 January 2025 – 31 December 2025
- Latest income
- £1,329,069
- Latest expenditure
- £1,617,832
- Gift Aid
- No
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: PO Box 186, Ludlow, SY8 9DX
Website recorded by the regulator: www.jerwood.org (displayed as text)
02 Activities
What the charity does
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 visual and performing arts projects in the UK, particularly with a focus on working with our Collection and making art available for public benefit.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 October 2026
- Date Annual Return Received
- 20 August 2026
- Date Accounts Received
- 20 August 2026
- Total Gross Income
- £1,329,069
- Total Gross Expenditure
- £1,617,832
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 October 2025
- Date Annual Return Received
- 1 October 2025
- Date Accounts Received
- 8 October 2025
- Total Gross Income
- £31,613,729
- Total Gross Expenditure
- £2,705,304
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 December 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 October 2024
- Date Annual Return Received
- 23 September 2024
- Date Accounts Received
- 23 September 2024
- Total Gross Income
- £449,988
- Total Gross Expenditure
- £349,803
- Fin Period Start Date
- 6 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 January 2024
- Date Annual Return Received
- 31 January 2024
- Date Accounts Received
- 31 January 2024
- Total Gross Income
- £34,139,464
- Total Gross Expenditure
- £659,389
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 20 August 2026
- Total Gross Income
- £1,329,069
- Total Gross Expenditure
- £1,617,832
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- Yes
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 80001 90000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 1 October 2025
- Total Gross Income
- £31,613,729
- Total Gross Expenditure
- £2,705,304
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- Yes
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 80001 90000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 December 2023
- Ar Due Date
- 31 October 2024
- Ar Received Date
- 23 September 2024
- Total Gross Income
- £449,988
- Total Gross Expenditure
- £349,803
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 70001 80000
- 1
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 6 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 31 January 2024
- Total Gross Income
- £34,139,464
- Total Gross Expenditure
- £659,389
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- Yes
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- Yes
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 January 2025
- Fin Period End Date
- 31 December 2025
- Ar Due Date
- 31 October 2026
- Ar Received Date
- 20 August 2026
- Income Donations And Legacies
- 0
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 1329069
- Income Other
- 0
- Income Total Income And Endowments
- 1329069
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £249,898
- Expenditure Charitable Expenditure
- £1,367,934
- Expenditure Other
- 0
- Expenditure Total
- 1617832
- Expenditure Investment Management
- 249898
- Expenditure Grants Institution
- 954107
- Expenditure Governance
- 27026
- Expenditure Support Costs
- 370141
- Expenditure Depreciation
- 516
- Gain Loss Investment
- 7676494
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £1,632,012
- Assets Total Fixed
- 71975157
- Assets Own Use
- 10078044
- Assets Long Term Investment
- 61897113
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,703,895
- Assets Total Liabilities
- £1,071,883
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £73,607,169
- Creditors One Year Total Current
- 841993
- Creditors Falling Due After One Year
- 229890
- Assets Cash
- £2,655,893
- Funds Endowment
- 0
- Funds Unrestricted
- 73607169
- Funds Restricted
- 0
- Funds Total
- 73607169
- Count Employees
- 5
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 January 2024
- Fin Period End Date
- 31 December 2024
- Ar Due Date
- 31 October 2025
- Ar Received Date
- 1 October 2025
- Income Donations And Legacies
- 30063154
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 1550575
- Income Other
- 0
- Income Total Income And Endowments
- 31613729
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £208,744
- Expenditure Charitable Expenditure
- £2,496,560
- Expenditure Other
- 0
- Expenditure Total
- 2705304
- Expenditure Investment Management
- 208744
- Expenditure Grants Institution
- 2165780
- Expenditure Governance
- 32843
- Expenditure Support Costs
- 297198
- Expenditure Depreciation
- 129
- Gain Loss Investment
- 3401622
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- -615
- Gain Loss Other
- 0
- Reserves
- £1,932,022
- Assets Total Fixed
- 64287416
- Assets Own Use
- 9932856
- Assets Long Term Investment
- 54354560
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £3,105,945
- Assets Total Liabilities
- £1,173,923
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £66,219,438
- Creditors One Year Total Current
- 775590
- Creditors Falling Due After One Year
- 398333
- Assets Cash
- £3,001,977
- Funds Endowment
- 0
- Funds Unrestricted
- 66219438
- Funds Restricted
- 0
- Funds Total
- 66219438
- Count Employees
- 3
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 6 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 31 January 2024
- Income Donations And Legacies
- 33780586
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 358777
- Income Other
- 101
- Income Total Income And Endowments
- 34139464
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £75,200
- Expenditure Charitable Expenditure
- £584,189
- Expenditure Other
- 0
- Expenditure Total
- 659389
- Expenditure Investment Management
- 75200
- Expenditure Grants Institution
- 423520
- Expenditure Governance
- 26422
- Expenditure Support Costs
- 102639
- Expenditure Depreciation
- 194
- Gain Loss Investment
- -699667
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £32,780,408
- Assets Total Fixed
- 31656712
- Assets Own Use
- 9711921
- Assets Long Term Investment
- 21944791
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,505,352
- Assets Total Liabilities
- £381,656
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £32,780,408
- Creditors One Year Total Current
- 188656
- Creditors Falling Due After One Year
- 193000
- Assets Cash
- £1,487,532
- Funds Endowment
- 0
- Funds Unrestricted
- 32780408
- Funds Restricted
- 0
- Funds Total
- 32780408
- Count Employees
- 2
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England And Wales
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 207
- Classification Type
- Who
- Classification Description
- The General Public/mankind
- Classification Code
- 109
- Classification Type
- What
- Classification Description
- Arts/culture/heritage/science
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
08 Official extract
Charity Event History
- Charity Name
- JERWOOD FOUNDATION
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2022-01-06T00:00:00
- Charity Name
- JERWOOD FOUNDATION
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2024-11-28T00:00:00
- Reason
- Amalgamated
- Assoc Organisation Number
- 3957916
- Assoc Registered Charity Number
- 1074036
- Assoc Charity Name
- JERWOOD CHARITY
09 Official extract
Charity Governing Document
- Governing Document Description
- 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;ANDSUCH 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.
10 Official extract
Charity Policy
- Policy Name
- Complaints policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Paying staff
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Investment
- Policy Name
- Risk management
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures