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.
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
Financial Efficiency
Latest Financial Breakdown
Income Sources
Expenditure Categories
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
Brunel Way
Norton Fitzwarren
Taunton
TA2 6SF
Registry Information
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