Finance Score: -5

Governance Score: 9

Support Score: 11

Multiple Deficits and declines: -5
No PartB

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

Large volunteers +3
Grant maker support: +8

Overall GiG Score: 15

TURNER'S HOUSE TRUST

This trust was set up to preserve and conserve Sandycombe Lodge, the Twickenham home of J.M.W. Turner, as a monument to the artist. Access is provided for groups and individuals to visit this building to advance education in the arts for the benefit of the public with the aim of promoting wider knowledge of the work of Turner in this area.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

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
31/12/23	£157	£162	£-5	n/a	n/a	n/a	n/a	n/a	50
31/12/22	£105	£183	£-78	n/a	n/a	n/a	n/a	n/a	65
31/12/21	£130	£135	£-5	n/a	n/a	n/a	n/a	n/a	75
31/12/20	£269	£192	£77	n/a	n/a	n/a	n/a	n/a	87
31/12/19	£202	£226	£-25	n/a	n/a	n/a	n/a	n/a	60
31/12/18	£166	£185	£-19	£0	£0	£0	n/a	0	0
31/12/17	£1,075	£147	£927	£3	£3,736	£338	27.5	2	0
31/12/16	£733	£57	£676	£4	£2,808	£332	69.7	0	0
31/12/15	£133	£139	£-6	£0	£0	£0	n/a	0	0
31/12/14	£217	£141	£76	£0	£0	£0	n/a	0	0
31/12/13	£80	£41	£39	£0	£0	£0	n/a	0	0
31/12/12	£29	£29	£0	£0	£0	£0	n/a	0	0
31/12/11	£7	£11	£-4	£0	£0	£0	n/a	0	0
31/12/10	£20	£8	£12	£0	£0	£0	n/a	0	0
31/12/09	£0	£0	£0	£0	£0	£0	n/a	0	0
31/12/08	£0	£0	£0	£0	£0	£0	n/a	0	0
31/12/07	£10	£0	£10	£0	£0	£0	NAN	0	0
31/12/06	£0	£0	£0	n/a	n/a	n/a	n/a	n/a	0

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Highest pay bracket: less than £60,000

Established: 19 years

www.turnershouse.org

info@turnershouse.org

02088925485

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Financial or material assistance

How it operates

Provides buildings/facilities/open space

Where it operates

Hounslow, Richmond Upon Thames,

Who it helps

The General Public/Mankind

Who supports 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.

Major supporters in last 5 years

DCMS	£58,800
National Lottery Heritage Fund	£27,800
The Foyle Foundation	£22,500
National Lottery Community Fund	£8,675
The Grocers' Charity	£3,200

Specific Donations

Amount	When Months	To be used for
The Foyle Foundation - Learning (MGS)
£12,500	18/09/2023	towards core costs over the next 12 months (awarded grant in response to coronavirus)
National Lottery Community Fund - Stronger Together
£8,675	27/01/2023	The funding will be used to increase volunteer capacity for Turner’s House Trust which is a Grade II listed building that was Turner’s retreat. The project aims to recruit and train more ....more The funding will be used to increase volunteer capacity for Turner’s House Trust which is a Grade II listed building that was Turner’s retreat. The project aims to recruit and train more volunteers to support visitors to the house.
The Grocers' Charity - 2022-Turner's House Trust
£3,200	29/04/2022	towards core costs to provide participants with local heritage and art activities that they may not ordinarily have access to due to social, health and economic barriers.
DCMS - CRF20:Turner's House Trust
£58,800	14/10/2020	Culture Recovery Fund for Heritage 2020-21
National Lottery Heritage Fund - Grant to Turner's House Trust
£27,800	08/07/2020	COVID19 : Turner's house Trust
The Foyle Foundation - Learning
£10,000	24/06/2020	towards core costs over 12 months
National Lottery Heritage Fund - Grant to Turner's House Trust
£99,700	29/03/2019	Turner's House – Project Pathway to Sustainability
National Lottery Heritage Fund - Grant to Turner's House Trust
£1,570,200	12/06/2013	Sandycombe Lodge

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)

Current Trustees appointed

Gender Split

Age Range of Trustees: 47-82

DR JACQUELINE RIDING Appointed: 2016, Occupation: Author & Consultant, Other trusteeship: JACOBITE STUDIES TRUST,

FRANCES CLARE PARDY Appointed: 2020, Occupation: Art Insurance Broker

FRANCES MOYLE Appointed: 2020, Occupation: Writer

GILES CLIFFORD DIXON Appointed: 2014, Occupation: Solicitor

GILLIAN FORRESTER Appointed: 2023, Occupation: Indept Art Historian, Curator, Writer

GUY PEPPIATT Appointed: 2023, Occupation: Director

JULIA BAILEY Appointed: 2017, Occupation: General Manager

LUCY LITTLEWOOD Appointed: 2024, Occupation: Charity Director

MATTHEW MORGAN Appointed: 2022, Occupation: Museum Director

MR MICHAEL DERIAZ Appointed: 2017, Occupation: Retired, Other trusteeship: FRIENDS OF KIPKELION,

ROSEMARY MURRAY Appointed: 2016, Occupation: Company Director

SONDRA TARSHIS Appointed: 2024, Occupation: Accountant, Other trusteeship: RICHMOND CARERS CENTRE,

Legal constitution

Charitable company registered in England & Wales on 12/10/2005, number: 1111653
Registered at Companies House on 11/04/2005, number: 05420913

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

18 returns made; all on time

Main office

Sandycombe Lodge
40 Sandycoombe Road
Twickenham
Middx
TW1 2LR

Objectives

• to advance education in the arts for the benefit of the public by the preservation and conservation of Sandycombe Lodge, 40 Sandycoombe Road, Twickenham, Middlesex TW1 2LR as a monument to the artist Joseph Mallord William Turner and by owning and managing a collection and operating a museum based on works of and related to Joseph Mallord William Turner.

Defined Area of Benefit:

SANDYCOMBE LODGE, SANDYCOMBE ROAD, TWICKENHAM, MIDDLESEX.

Data Sources