THE SOUTH WEST HERITAGE TRUST
Activities
As described by the charity on the register
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.
Latest income
£5.2m
Expenditure
£4.7m
Financial year end
2025-10-31
Income & spending history
As reported to the Charity Commission, by financial year end
| Year end | Income | Expenditure | |
|---|---|---|---|
| 2021-10-31 | £3.8m | £4.0m | |
| 2022-10-31 | £3.6m | £4.1m | |
| 2023-10-31 | £4.1m | £4.1m | |
| 2024-10-31 | £8.7m | £8.5m | |
| 2025-10-31 | £5.2m | £4.7m |
Latest detailed return
Year end 2025-10-31 · consolidated (group) figures
Income mix
| Donations & legacies | £113k |
| Charitable activities | £4.6m |
| Trading | £533k |
| Investment income | £34k |
| Total income | £5.2m |
Spending
| Charitable spend | £4.5m |
| Raising funds | £110k |
| Grants to institutions | £0 |
| Governance | £0 |
| Total expenditure | £4.7m |
Balance sheet
| Reserves | £586k |
| Total funds | £1.8m |
| — restricted | £626k |
| — unrestricted | £1.2m |
| — endowment | £0 |
| Total assets | £1.8m |
| Cash | £1.6m |
People
| Employees | 72 |
Classification
The charity's own register classification
What it does
- Education/training
- Arts/culture/heritage/science
- Environment/conservation/heritage
Who it helps
- The General Public/mankind
How it works
- Provides Buildings/facilities/open Space
- Provides Services
Source: Charity Commission for England and Wales register, 2026-07-28. Detailed figures as filed in the charity's annual return. Contains public sector information licensed under the Open Government Licence v3.0.