the south west heritage trust
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.
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 Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2024 | £8,652,683 | £8,474,068 | £8,401,456 | £1,322,089 | £507,104 | 73 / 151 |
| 2023 | £4,135,856 | £4,090,905 | £4,022,927 | £1,289,243 | £517,956 | 73 / 239 |
| 2022 | £3,648,374 | £4,097,959 | £4,038,940 | £3,155,382 | £572,170 | 69 / 125 |
| 2021 | £3,808,565 | £3,955,290 | £3,933,370 | -£5,715,351 | £538,859 | 67 / 180 |
| 2020 | £3,805,154 | £3,845,675 | £3,816,160 | -£6,662,002 | £526,256 | 71 / 158 |
Staff column shows: Employees / Volunteers
Details
Address
Somerset Heritage Centre
Brunel Way
Norton Fitzwarren
Taunton
TA2 6SF
Brunel Way
Norton Fitzwarren
Taunton
TA2 6SF
Email
info@swheritage.org.ukWebsite
www.swheritage.org.ukRegistration Date
6 October 2014
Status
Registered
Registry Information
Organisation Number
5048720
Charity Number
1158791
Trustees
David Hugh Gwyther
Michael Motum
SANDRA VIVIEN MABERLEY
Peter Beacham
Professor Henry French
Gloria Linda Craig
Professor Ania Zalewska
Jill Loader
Anne Rosalinde Wyke
Dr Stuart Andrew Windsor
Ivor Thomas
Amy Carrillo