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Somerset NHS Foundation Trust Charitable Funds

Also known as: Taunton and Somerset NHS Foundation Trust General Charitable Funds, Taunton and Somerset NHS Trust General Charitable Funds, Love Musgrove, Somerset NHS Charity, Yeovil Hospital Charity

The Charity's objectives are as follows" the trustees shall hold the trust fund upon trust to apply the income, and at their discretion, the capital, for any charitable purpose or purposes relating to the National Health Service mainly in Somerset".

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Activities & Mission

The Charity's objectives are as follows" the trustees shall hold the trust fund upon trust to apply the income, and at their discretion, the capital, for any charitable purpose or purposes relating to the National Health Service mainly in Somerset".

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Local Authority

Financial Information

Latest Income
£1,977,697
Latest Expenditure
£3,728,944

Financial Efficiency

Program Ratio 166.6%
% of income going directly to charitable activities

Higher than 99% of UK Health charities with income £1M to £10M (sample: 1286). How is this calculated?

Overall Efficiency 88.4%
% of expenditure going to programs (vs overhead)

Higher than 37% of UK Health charities with income £1M to £10M. How is this calculated?

Administrative Ratio 12.0%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 34% of UK Health charities with income £1M to £10M. (Lower overhead is generally read as more efficient.) How is this calculated?

Latest Financial Breakdown

Income Sources

Donations & Legacies £1,519,009
Charitable Activities £0
Other Trading £100,500
Investments £358,188
Other Income £0

Expenditure Categories

Charitable Expenditure £3,295,160
Raising Funds £433,784
Governance £12,000
Grants to Institutions £3,283,160
Other Expenditure £0

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

One or more years show a significant change in income (over ±100%) compared with the prior year. This usually reflects a merger, transfer of activities, restated accounts, or a one-off legacy — not necessarily a real change in operating scale. See the methodology for context.

The Commission record shows these related events on the register:

  • Asset transfer in in 2024 — Somerset Bowel Cancer Charity (organisation 4028821)
  • Asset transfer in in 2020 — Crewkerne Hospital General Charity (organisation 33888)
  • Asset transfer in in 2015 — The Avalon Somerset NHS Trust (expendable Funds) Common Investment Fund (organisation 3951716)
Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£1,977,697
£3,728,944£3,295,160£7,249,231£5,971,8758 / 30
2024
£7,260,517
£1,427,099£1,017,439£9,125,855£7,920,6818 / 30
2023
£965,387
£794,023£680,890£3,075,670£1,888,4030 / 12
2022
£841,954
£846,645£719,974£2,976,845£1,407,9860 / 97
2021
£1,668,003
£1,122,938£1,056,287£2,816,761£821,3620 / 20

Staff column shows: Employees / Volunteers

Frequently asked questions about Somerset NHS Foundation Trust Charitable Funds

What does Somerset NHS Foundation Trust Charitable Funds do?

The Charity's objectives are as follows" the trustees shall hold the trust fund upon trust to apply the income, and at their discretion, the capital, for any charitable purpose or purposes relating to the National Health Service mainly in Somerset".

How much income did Somerset NHS Foundation Trust Charitable Funds report in 2025?

Somerset NHS Foundation Trust Charitable Funds reported total income of £1.98m and reported expenditure of £3.73m for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

How efficient is Somerset NHS Foundation Trust Charitable Funds?

Somerset NHS Foundation Trust Charitable Funds has a program ratio of 166.6%, meaning that share of its income goes directly to charitable activities. This is higher than 99% of UK Health charities with income £1M to £10M (sample of 1286 charities). See our methodology for how this is calculated.

When was Somerset NHS Foundation Trust Charitable Funds registered as a charity?

Somerset NHS Foundation Trust Charitable Funds was registered with the Charity Commission for England and Wales on 24 December 1996 as charity number 1059922. It has been registered for 30 years.

Who runs Somerset NHS Foundation Trust Charitable Funds?

Somerset NHS Foundation Trust Charitable Funds is governed by a board of 1 trustee. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Somerset NHS Foundation Trust Charitable Funds operate?

Somerset NHS Foundation Trust Charitable Funds operates in Somerset, as recorded in its Charity Commission filing.

Is Somerset NHS Foundation Trust Charitable Funds a registered charity?

Yes — Somerset NHS Foundation Trust Charitable Funds is a registered charity in England and Wales, charity number 1059922.

Details

Address
The Charitable Funds Accountant
Somerset NHS FT Finance Department
Block B2 South
Level 2
County Hall
The Cres
Registration Date
24 December 1996
Status
Registered

Registry Information

Organisation Number
1059922
Charity Number
1059922

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Trustees

SOMERSET NHS FOUNDATION TRUST

Sectors & Classifications

Also Known As

  • Taunton and Somerset NHS Foundation Trust General Charitable Funds
  • Taunton and Somerset NHS Trust General Charitable Funds
  • Love Musgrove
  • Somerset NHS Charity
  • Yeovil Hospital Charity

Data & trust

Register data refreshed
14 May 2026
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