Somerset NHS Foundation Trust Charitable Funds

Analysis

Somerset NHS Foundation Trust Charitable Funds is a registered charity in England and Wales, based in County Hall. It was registered in December 1996, 30 years ago. Its declared purposes cover the advancement of health or saving of lives, which this site groups under health and saving lives. It says it makes grants to organisations and other charitable activities.

In the financial year ending March 2026, Somerset NHS Foundation Trust Charitable Funds reported income of £1.5m and spending of £1.5m, spending 101% of its income. Across the 5 years on record, from March 2022 to March 2026, income grew from £842k to £1.5m (+76%), an average of +15% a year. The sharpest change came in the year to March 2024, when income rose by 652%. Over the whole period it spent 66% of the income it received.

Among 24,651 England and Wales charities whose main cause is health and saving lives and that reported income, Somerset NHS Foundation Trust Charitable Funds sits at the 92nd percentile: it is larger than about 92% of them. Against every charity in England and Wales with reported income it ranks in the 95th percentile. Charities of a similar size with the same main cause include Chem Trust (£1.5m), The Monastery of St Francis Gorton Trust Ltd (£1.5m) and Read for Good (£1.5m).

In its latest detailed accounts, income came from donations and legacies 75%, investments 17% and trading 8.0%. Gifts in wills alone brought in £314k. Charitable activities took 68% of spending and raising funds 28%. Grants to other organisations totalled £987k. Reserves of £6.3m would cover about 48 months of spending at that rate. It employed 7 people.