Registered charities in England and Wales
Data for financial year ending 31 October 2017
The South West Heritage Trust
- Somerset Heritage Centre, Brunel Way, Norton Fitzwarren, Taunton, TA2 6SF
Aims & activities
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.
What the charity does
Who the charity helps
- The general public/mankind
How the charity works
- Provides buildings/facilities/open space
- Provides services
Income and Endowments:
Assets and liabilities
- £557.6K Own use assets
- £0.0K Long term investments
- £-4.5M Defined benefit pension scheme asset or liability
- £1.5M Other assets
- £971.0K Total liabilities
Raises funds from the Public
This charity has one or more trading subsidiaries
Recognised by HMRC for gift aid
Charitable spending ratios
Ratios have to be put in context. They should be read in conjunction with the charity’s financial statements on which they’re based if they are to be interpreted correctly and sound conclusions drawn. For example the accounting rules affect what can be classed as income or expenditure. Where a charity which purchases land to further its objects the accounting rules do not permit including the purchase cost as charitable spending in its accounts. Instead it is ‘capitalised’ and shown on the balance sheet. Similarly a charity that receives an endowment it can’t spend may have a lower percentage of charitable spending as a proportion of income in the year of receipt as compared to the previous year as a result. Ratios may also be affected by the way a charity operates. For example, a charity which primarily generates income from investments may have lower cost of raising funds than one which employs fundraisers. A grant-making charity funding other charities to undertake an activity will have much lower staffing costs compared to a charity employing staff to perform that activity.
Charitable spending (including governance costs) as a percentage of the group’s total income available for charitable activities.
The charity group’s total income adjusted for the trading subsidiaries costs of income generation and other costs to give the percentage available to the parent for charitable spending.
The percentage of the charity’s total income retained for future use.
Accounts and trustees' annual report
independent examiner has
qualified these accounts
THE OBJECTS OF THE CHARITY ARE FOR THE PUBLIC BENEFIT, NAMELY: 8.1.1 THE ADVANCEMENT OF EDUCATION; 8.1.2 THE PROMOTION OF ARTS, HERITAGE, CULTURE AND SCIENCE INCLUDING BY THE PRESERVATION AND SAFEGUARDING OF SUCH LAND, BUILDINGS, STRUCTURES, ARCHAEOLOGY, OBJECTS, RECORDS OR BOOKS AS MAY BE OF HISTORIC OR EDUCATIONAL INTEREST OR SIGNIFICANCE; AND 8.1.3 TO PROVIDE OR ASSIST IN THE PROVISION OF FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION OR OTHER LEISURE TIME OCCUPATION OF INDIVIDUALS WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE INFIRMITY OR DISABILITY, FINANCIAL HARDSHIP OR SOCIAL CIRCUMSTANCES WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE.
Governing documentMEMORANDUM AND ARTICLES INCORPORATED 21 MAY 2014 as amended on 26 Oct 2018
Safeguarding vulnerable beneficiaries
Conflicts of interest
Land And Property
This charity owns and/or leases land or property. Some or all of this land or property must be used for the charity’s purposes.
- 12 Trustees
- 75 Employees
- 206 Volunteers
|Trustee||Other trusteeships||Charity status|
|Lieutenant Colonel Michael John Richard Motum Dl||The Gloucestershire Regiment Museum Trust||Up-to-date|
|The Somerset And Cornwall Regimental Fund||Up-to-date|
|The Somerset Military Museum Trust||Up-to-date|
|Sandra Vivien Maberley||Theatre Melange||Up-to-date|
|Professor Henry French||The British Agricultural History Society||Up-to-date|
|Peter John Gunner||The Community Council For Somerset||Up-to-date|
|Cllr David Hall||None on record|
|David Hugh Gwyther (Chair)||None on record|
|Cllr Roger Frederick Croad||None on record|
|Terence Makewell||None on record|
|Simon Hugh D'aquilar||Lyme Regis Philpot Museum Trust Limited||Up-to-date|
|Rev Peter Beacham||None on record|
|Anthony Smallwood||None on record|
|Nicola Nuttall||The Palace Trust||Up-to-date|
Areas of operation
List of regions