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the south west heritage trust

The charity supports the general public. The South West Heritage Trust is a registered charity whose purpose is education and training. It delivers its work by providing buildings, facilities, or open space. The charity is based in Taunton and operates in Devon and Somerset.


This page summarises publicly available information about the charity, including its activities, beneficiaries, and registration details, based on official records.

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Activities & Mission

Museum and curatorial services in Somerset, caring for over 3 million museum objects and operating 3 county museums.Statutory Archives and Local Studies services in Somerset and Devon, providing access to public records.Historic Environment conservation advice to local authorities and partners in Somerset. 400 acres of landscape sites managed.Heritage Education provision across all services.

Fundraising

See where The South West Heritage Trust is active and find local fundraising opportunities.

Local Authority

Financial Information

Latest Income
£8,652,683
Latest Expenditure
£8,474,068

Financial Efficiency

Program Ratio 97.1%
% of income going directly to charitable activities
Overall Efficiency 99.1%
% of expenditure going to programs (vs overhead)
Administrative Ratio 0.9%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £129,448
Charitable Activities £7,780,301
Other Trading £709,604
Investments £33,330
Other Income £0

Expenditure Categories

Charitable Expenditure £8,401,456
Raising Funds £72,612
Governance £0
Grants to Institutions £0
Other Expenditure £0

Financial Trend

Annual Returns

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024£8,652,683£8,474,068£8,401,456£1,322,089£507,10473 / 151
2023£4,135,856£4,090,905£4,022,927£1,289,243£517,95673 / 239
2022£3,648,374£4,097,959£4,038,940£3,155,382£572,17069 / 125
2021£3,808,565£3,955,290£3,933,370-£5,715,351£538,85967 / 180
2020£3,805,154£3,845,675£3,816,160-£6,662,002£526,25671 / 158

Staff column shows: Employees / Volunteers