SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS
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".
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.
What the accounts disclose
“One employee received emoluments within the £60,001-£70,000 band. No employees fell into any higher bands.” — page 26
“One employee received emoluments within the £60,001-£70,000 band. No employees fell into any higher bands.” — page 26
“Voluntary Donations (£801,358) ~ the pie chart, below, shows our main sources of funding. 54% of total income is termed voluntary donations” — page 6
“Fundraising Costs of £391,025 (excluding support costs) complete the expenditure for the year.” — page 7
Year-over-year changes
- Top pay band moved from more than £60,000 (FY2025) to £60,001 - £70,000 (FY2026).
Leadership, per the charity’s website
- Graham Hughes — Chair
- James Kirton — Head of Charity
Structured financials (annual return, FY ending 31/03/2026)
Register events
- Received assets from another charity (28/10/2024)
- Received assets from another charity (11/01/2020)
- Received assets from another charity (11/01/2020)
- Received assets from another charity (21/09/2015)
- Received assets from another charity (21/09/2015)
- Received assets from another charity (21/09/2015)
Trustees
- SOMERSET NHS FOUNDATION TRUST
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £1.5m | £1.5m |
| 31/03/2025 | £2.0m | £3.7m |
| 31/03/2024 | £7.3m | £1.4m |
| 31/03/2023 | £965k | £794k |
| 31/03/2022 | £842k | £847k |
Common questions
Is SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS financially healthy?
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. Its FY2026 accounts were audited by Sumer Auditco Limited.
What does the highest-paid employee of SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS earn?
Per its FY2026 accounts, the highest-paid employee was in the £60,001 - £70,000 band, and 1 employees earned over £60,000.
Who funds SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS?
Funders whose own accounts filings name SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS as a grant recipient include ASSOCIATION OF NHS CHARITIES, FRIENDS OF THE YEATMAN HOSPITAL, CLARK FOUNDATION, YORKSHIRE BUILDING SOCIETY CHARITABLE FOUNDATION.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| ASSOCIATION OF NHS CHARITIES | FY2021 | £411k | Grants to members |
| FRIENDS OF THE YEATMAN HOSPITAL | FY2023 | £78k | Yeovil Hospital Charity |
| ASSOCIATION OF NHS CHARITIES | FY2023 | £30k | Grants awarded 2023 |
| ASSOCIATION OF NHS CHARITIES | FY2023 | £30k | Grants awarded 2023 |
| FRIENDS OF THE YEATMAN HOSPITAL | FY2022 | £10k | Medical Facilities |
| CLARK FOUNDATION | FY2022 | £6k | |
| ASSOCIATION OF NHS CHARITIES | FY2022 | £5k | Grant |
| ASSOCIATION OF NHS CHARITIES | FY2022 | £5k | Grant |
| YORKSHIRE BUILDING SOCIETY CHARITABLE FOUNDATION | FY2022 | £2k | |
| ASSOCIATION OF NHS CHARITIES | FY2021 | £0 | Grants to members |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| Somerset Community Foundation | 03/07/2019 | £9k | Equipment for Children's Ward |
| Somerset Community Foundation | 29/03/2019 | £250 | Activities for patients with dementia |
| Somerset Community Foundation | 04/12/2018 | £2k | MRI Scanner Appeal |
| Somerset Community Foundation | 06/03/2017 | £1k | Equipping the Discharge Lounge |
| The National Lottery Community Fund | 29/03/2016 | £49k | TPP1 - Activities for Older Patients at Yeovil Hospital |
| The National Lottery Community Fund | 01/05/2014 | £10k | Engage |
| The National Lottery Heritage Fund | 01/06/2011 | £40k | "Sensing our Past" |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| KUSUMA TRUST UK | 1 | £184k |
| THE MCBAIN FAMILY FOUNDATION | 1 | £30k |
| TOM AND SHEILA SPRINGER CHARITY | 1 | £29k |
| THE ELIZABETH FRANKLAND MOORE AND STAR FOUNDATION | 1 | £26k |
| THE DYERS' COMPANY CHARITABLE TRUST | 1 | £21k |
| THE ORR MACKINTOSH FOUNDATION LIMITED | 1 | £15k |
| THE VICTORIA FOUNDATION | 1 | £9k |
| THE ELIZABETH AND PRINCE ZAIGER TRUST | 1 | £7k |
Charities like this
- STOCKPORT NHS FOUNDATION TRUST GENERAL FUND
- PORTSMOUTH HOSPITALS CHARITY
- NORTH CUMBRIA HOSPITALS NHS CHARITY
- CALDERDALE AND HUDDERSFIELD NHS FOUNDATION TRUST CHARITABLE FUNDS
- WALSALL HEALTHCARE NHS TRUST GENERAL CHARITABLE FUND
- MEDWAY NHS FOUNDATION TRUST CHARITABLE FUND
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS | £1.5m | £60,001 - £70,000 | 1 | unclear | 33.1% | no doubt |
| STOCKPORT NHS FOUNDATION TRUST GENERAL FUND | £930k | — | 0 | above | — | no doubt |
| PORTSMOUTH HOSPITALS CHARITY | £963k | — | 0 | unclear | — | no doubt |
| NORTH CUMBRIA HOSPITALS NHS CHARITY | £359k | — | 0 | unclear | — | no doubt |
| CALDERDALE AND HUDDERSFIELD NHS FOUNDATION TRUST CHARITABLE FUNDS | £345k | — | 0 | unclear | 42.6% | no doubt |
| WALSALL HEALTHCARE NHS TRUST GENERAL CHARITABLE FUND | £315k | — | 0 | unclear | — | no doubt |