# THE SOUTH WEST HERITAGE TRUST

## Details

- **Country:** England & Wales
- **Charity number:** 1158791
- **Status:** Registered
- **Legal form:** Charitable company
- **Registered:** Oct. 6, 2014
- **Register:** https://register-of-charities.charitycommission.gov.uk/en/charity-search/?p_p_id=uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet&p_p_lifecycle=0&p_p_state=maximized&p_p_mode=view&_uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet_regId=1158791


## Contact

- **Address:** Somerset Heritage Centre, Brunel Way, Norton Fitzwarren, Taunton
- **Postcode:** TA2 6SF
- **Phone:** 01823278805
- **Email:** info@swheritage.org.uk
- **Website:** www.swheritage.org.uk



## Activities

**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.

**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.




## Classification

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



## Areas of operation

- Devon
- Somerset



## Finances

| Period end | Income | Expenditure | Assets | Employees |
|---|---|---|---|---|
| Oct. 31, 2024 | £8652683 | £8474068 | £1322089 | 73 |
| Oct. 31, 2023 | £4135856 | £4090905 | £1289243 | 73 |
| Oct. 31, 2022 | £3648374 | £4097959 | £3155382 | 69 |
| Oct. 31, 2021 | £3808565 | £3955290 | £-5715351 | 67 |
| Oct. 31, 2020 | £3805154 | £3845675 | £-6662002 | 71 |



## Trustees

- Amy Carrillo — appointed Oct. 23, 2025
- Anne Rosalinde Wyke — appointed July 21, 2022
- David Hugh Gwyther — appointed Nov. 1, 2014
- Dr Stuart Andrew Windsor — appointed April 28, 2022
- Gloria Linda Craig — appointed Aug. 9, 2019
- Ivor Thomas — appointed Oct. 23, 2025
- Jill Loader — appointed April 28, 2022
- MICHAEL JOHN RICHARD MOTUM — appointed May 22, 2014
- Peter Beacham — appointed Jan. 1, 2017
- Professor Ania Zalewska — appointed April 28, 2022
- Professor Henry French — appointed April 20, 2017
- SANDRA VIVIEN MABERLEY — appointed Nov. 1, 2014
- Simon Clist Cllr — appointed July 17, 2025