What is the financial size of THE SOUTH WEST HERITAGE TRUST?

THE SOUTH WEST HERITAGE TRUST is classified as a large charity. In the latest financial year, they reported a total income of £8,652,683 and total expenditure of £8,474,068.

How does THE SOUTH WEST HERITAGE TRUST allocate its spending?

For every pound spent, approximately 99.1% goes directly to charitable activities. The remaining 0.9% is spent on raising funds and administration. This is higher than the median for similar-sized charities (97.8%).

What is the workforce structure of THE SOUTH WEST HERITAGE TRUST?

THE SOUTH WEST HERITAGE TRUST employs 73 staff members and is supported by 151 volunteers.

Does THE SOUTH WEST HERITAGE TRUST receive government funding?

Yes. Approximately 85.7% of their income comes from government grants or contracts.

Does THE SOUTH WEST HERITAGE TRUST pay its trustees?

No, the latest data indicates that trustees do not receive payments or personal benefits from the charity.

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THE SOUTH WEST HERITAGE TRUST

#1158791

Charitable company•Large•Registered

www.swheritage.org.uk

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.

Registered address

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

Latest HighlightsFY 2024

Income

All sources

£8,652,683

Expenditure

All activities

£8,474,068

Net Reserves

Unrestricted funds

£507,104

Total Assets

Gross assets

£2,202,738

Working Capital

Liquidity

£-22,335

Benchmark Performance

Comparing against 8,683 similar large charities

Compare vs:

Reserve Runway

0.7 months

Median: 3.8 monthsBelow typical

Income Growth (1yr)

109.2%

Median: 7.4%Top quartile

Spending Efficiency

99.1%

Median: 97.8%Around typical

Income Concentration

155.0%

Median: 87.9%Below typical

Fundraising ROI

119.2x

Median: 19.2xTop quartile

Income Volatility

53.6%

Median: 20.6%Below typical

Self-Generated Income

98.5%

Median: 82.9%Around typical

3-Year Income CAGR

31.5%

Median: 7.8%Top quartile

Efficiency & Health

Charitable Spending

99.1%

Fundraising Eff.

% income retained

119.2%

Governance Cost

% of expenditure

Grant Making

% given away

Debt Ratio

% of assets

40.0%

Survival Ratio

Months of reserves

0.7 months

Income Profile

Donations & Legacies

% of income

1.5%

Government Reliance

% of income

85.7%

Largest Source

Primary income

Charitable Activities

Diversification

HHI: 15503

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

109.2%↑

Income CAGR (3yr)

Compound growth

31.5%

Volatility

High Volatility

53.6%

Reserves Trend

Direction

Stable

Governance

Employees

Staff count

Volunteers

Volunteer count

151

Volunteer Ratio

Per staff member

2.1:1

Revenue/Employee

Per head

£118,530

Trustee Benefits

Payments to trustees

High Earners

Earning over £60k

1.4%

Source: Charity Commission annual returns. Figures may differ from published accounts. Always verify with official charity filings for due diligence.

Charts

Income vs Expenditure

Income Sources

Assets vs Liabilities

5 Year Trend

Workforce Scale

Employees & Volunteers

Frequently Asked Questions

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