OpenCharities

The South West Heritage Trust

Country
England & Wales
Charity number
1158791
Status
Registered
Reporting
Up to date Last filed June 24, 2026. Filing history
Registered
Oct. 6, 2014
Legal form
Charitable company
Company number
09053532

Address

Address
Somerset Heritage Centre
Brunel Way
Norton Fitzwarren
Taunton
TA2 6SF

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.

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.

Classification

How
Provides Buildings/facilities/open Space, Provides Services
What
Education/training, Arts/culture/heritage/science, Environment/conservation/heritage
Who
The General Public/mankind

Geography

Local Authority
Devon, Somerset

Finances

Period end Filed Income Expenditure Assets Employees
Oct. 31, 2025 June 24, 2026On time £5,232,524 £4,652,360 £1,827,416 72
Oct. 31, 2024 July 2, 2025On time £8,652,683 £8,474,068 £1,322,089 73
Oct. 31, 2023 July 31, 2024On time £4,135,856 £4,090,905 £1,289,243 73
Oct. 31, 2022 June 29, 2023On time £3,648,374 £4,097,959 £3,155,382 69
Oct. 31, 2021 Aug. 3, 2022On time £3,808,565 £3,955,290 £-5,715,351 67
Oct. 31, 2020 Aug. 12, 2021 £3,805,154 £3,845,675 £-6,662,002 71

Trustees

Name Appointed
Abigail Bryant April 9, 2026
Amy Carrillo Oct. 23, 2025
Anne Rosalinde Wyke July 21, 2022
David Hugh Gwyther Nov. 1, 2014
Gloria Linda Craig Aug. 9, 2019
Ivor Thomas Oct. 23, 2025
Jill Loader April 28, 2022
Michael John Richard Motum May 22, 2014
Professor Ania Zalewska April 28, 2022
Professor Henry French April 20, 2017
Sandra Vivien Maberley Nov. 1, 2014
Simon Clist July 17, 2025