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up-to-date

Data for financial year ending 31 October 2017

The South West Heritage Trust

  • Income

    £3.5M

  • Spending

    £4.2M

  • Status

    Up-to-date

Charity no. 1158791 Company no. 09053532

Contact details

Public address

  • 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

  • Education/training
  • Arts/culture/heritage/science
  • Environment/conservation/heritage

Who the charity helps

  • The general public/mankind

How the charity works

  • Provides buildings/facilities/open space
  • Provides services

Income and Endowments:

£3.5M

Expenditure:

£4.2M

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
Financial history
Compliance history

Fundraising

Raises funds from the Public

Trading

This charity has one or more trading subsidiaries

Gift aid

Recognised by HMRC for gift aid

Charitable spending ratios

120%
99%
0%

Charitable objects

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 document

MEMORANDUM AND ARTICLES INCORPORATED 21 MAY 2014 as amended on 26 Oct 2018

Organisation type

Standard registration

Policies

Risk management
Safeguarding vulnerable beneficiaries
Conflicts of interest
Volunteer management
Complaints handling
Paying staff

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 board

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

  • Devon
  • Somerset