SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS

Registered charity 1059922 · accounts filings on the Charity Commission register · also known as LOVE MUSGROVE, Somerset NHS Charity, TAUNTON AND SOMERSET NHS FOUNDATION TRUST GENERAL CHARITABLE FUNDS, TAUNTON AND SOMERSET NHS TRUST GENERAL CHARITABLE FUNDS, YEOVIL HOSPITAL CHARITY

The Charity's objectives are as follows" the trustees shall hold the trust fund upon trust to apply the income, and at their discretion, the capital, for any charitable purpose or purposes relating to the National Health Service mainly in Somerset".

Objects

FOR ANY CHARITABLE PURPOSE OR PURPOSES RELATING TO THE NATIONAL HEALTH SERVICE WHOLLY OR MAINLY AT THE SOMERSET NHS FOUNDATION TRUST

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: The Advancement Of Health Or Saving Of Lives · Grant history (this charity is a funder) · website · Get email alerts

Financial health, per its FY2026 accounts

The accounts state that total income was £1,480,218 against charitable expenditure of £1,495,086, resulting in a net decrease in funds. However, the charity holds unrestricted reserves of £6,285,760, which are well above the calculated minimum reserve requirement of £1,796,924. The auditor confirmed that the financial statements are prepared on a going concern basis with no material uncertainties identified.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Sumer Auditco Limited. Discloses 5 of 6 completeness components.

Year-over-year changes

• Top pay band moved from more than £60,000 (FY2025) to £60,001 - £70,000 (FY2026).

Comparing this charity’s FY2025 and FY2026 accounts as analysed by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Campaigns and political activity policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Engaging external speakers at charity events policy and procedures
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Paying staff
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures
• Volunteer management

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Public fundraising profile: JustGiving — Somerset NHS Foundation Trust (matched by registered charity number).

Leadership, per the charity’s website

• Graham Hughes — Chair (source)
• James Kirton — Head of Charity (source)

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/03/2026)

Reported reserves equal ~50.5 months of spending — in the top quarter for charities its size (median 4.7 months; benchmarks).

Per its annual return, cost of raising funds: 29.3% of total income — in the top quarter for charities its size (median 5.3%) (benchmarks).

Register events

• Received assets from another charity (26/10/2026) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (28/10/2024) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (11/01/2020) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (11/01/2020) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (21/09/2015) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (21/09/2015) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• SOMERSET NHS FOUNDATION TRUST

Trustee list from the Charity Commission register (current, not historical).

Operates in: Somerset

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with NORTH CUMBRIA HOSPITALS NHS CHARITY.

• NORTH CUMBRIA HOSPITALS NHS CHARITY income £359k
• THE SHREWSBURY AND TELFORD HOSPITAL NHS TRUST CHARITY income £557k
• HERTFORDSHIRE COMMUNITY NHS TRUST CHARITABLE FUND income £40k
• STOCKPORT NHS FOUNDATION TRUST GENERAL FUND income £930k
• HARROGATE AND DISTRICT NHS FOUNDATION TRUST CHARITABLE FUND income £599k
• HOMERTON HEALTHCARE NHS FOUNDATION TRUST CHARITABLE FUND income £267k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.