THE SOUTH WEST HERITAGE TRUST

About THE SOUTH WEST HERITAGE TRUST

THE SOUTH WEST HERITAGE TRUST is a registered charity in England and Wales (registration number 1158791). Based on official Charity Commission data, it holds a "Platinum" rating with a CharityScore of 88/100 — one of the highest-rated charities in England and Wales for governance and transparency. This places it among the top-rated charities in our database, reflecting strong performance across governance, financial health, and regulatory compliance. In its most recent reporting year (2024), THE SOUTH WEST HERITAGE TRUST reported a total income of £8,652,683 and total expenditure of £8,474,068, a spending ratio of 98% which is broadly in line with its income. According to the Charity Commission register, THE SOUTH WEST HERITAGE TRUST describes its activities as follows: 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. Our analysis found no significant governance concerns for THE SOUTH WEST HERITAGE TRUST. No regulatory actions, filing failures, or financial anomalies were detected in the available public data. This profile is based on data publicly available from the Charity Commission for England and Wales and is updated periodically as new filings are processed. CharityScore UK provides independent, data-driven transparency ratings to help donors give with confidence — we are not affiliated with this charity or any government body.

Score Breakdown

Financial History

Latest spending ratio: 97.9% of income spent on charitable work