Disability · Reg 1059922
SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS
Charity rating & review
70/100 Clarity Score · 2 stars · Charity Commission filings · How we score
Clarity score
Needs improvement
Is SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS a good charity?
SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS scores 70/100 (Needs improvement) on our Clarity Score, with 82% of spending going to charitable activities and accounts up to date. This reflects financial transparency and stewardship from Charity Commission filings — not the real-world impact of its programmes. See the full breakdown.
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Mission
SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS is a registered charity (no. 1059922) working in disability in The Cres. Its latest Charity Commission filing directs 82% of spending to charitable activities, holding roughly 36 months of reserves, and files its annual accounts on time. Reported income has been declining over recent years. CharityCompare's Clarity Score rates the organisation only from public Charity Commission accounts — accountability, financial health, efficiency and community support — not the quality or impact of its programmes.
In short: SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS scores 70 out of 100 (2 stars). 82% average program spend (3-year average). Review the pillar breakdown below.
Overview
SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS has a Clarity Score of 70 out of 100 on CharityCompare (2 stars, Needs improvement). Charity Commission registration number 1059922. Status: Registered. Primary cause area: Disability. Latest accounts year 2021: total income £1.7m, with 82% of expenditure on charitable activities. Accounts filing: up to date. Reserves: approximately 36 months of operating costs. 2 filing concern(s) noted on this profile. Scores are independent and based on official filings — not a donation recommendation.
Data from Charity Commission register, last updated .
Overall score
70/100
2★ · Needs improvement
Cause spend
82%
3-yr avg · charitable activities
Accountability
63/100
Finance beacon
Income
£1.7m
Latest year 2021
Reserves
36 mo
Months of running costs
Accounts filing
On time
Charity Commission
£10.7 raised per £1 fundraising (3-yr avg) · 19% overhead · Website on register · Confidence: high
How SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS compares
Clarity Score benchmarked against similar UK charities — higher is better.
Ranks higher than 30% of 3,014 charities in its income band.
Ranks higher than 28% of 742 charities in this cause.
Data & confidence
- Source
- Charity Commission (E&W)
- Accounts year
- 2021
- Filing date
- 2026-06-24 00:00:00.0000000
- Profile reviewed
- 2026-06-25
High confidence — complete filing data
Scores reflect the latest annual accounts on the register. Impact, leadership, and culture beacons require information beyond public filings.
Contains public sector information licensed under the Open Government Licence v3.0. Source: Charity Commission for England and Wales . Open Government Licence v3.0 .
Beacon report
Detailed accountability and finance metrics from Charity Commission filings — structured for transparency in our four-beacon report.
Accountability & Transparency
Baseline trust from filing discipline, board oversight, and declared governance policies.
63/100
| Metric | Score | Value |
|---|---|---|
| Filing history (5 years) 100% on-time over five years = 15 pts · one late filing = 5 pts · two or more = 0 pts. | 100% | 15/15 pts |
| Trustee oversight Three or more trustees on the register = 15 pts · one or two = 0 pts (governance red flag). | 0% | 1 trustees · 0/15 pts |
| Declared policies Safeguarding (4) · conflict of interest (3) · volunteer management (3) — from Charity Commission annual return. | 100% | 10/10 pts |
Financial Health
Stability and solvency — reserves, revenue trend, and debt from Charity Commission accounts.
50/100
| Metric | Score | Value |
|---|---|---|
| Reserves (months of cash) 3–24 months = 15 pts · 1–3 months = 7 pts · under 1 month or over 3 years (hoarding) = 0 pts. | 0% | 36 months · 0/15 pts |
| Income stability / growth Positive or stable three-year revenue trend = 10 pts · sustained decline = 0 pts. | 100% | 10/10 pts · 3-year average |
| Liabilities to assets Low debt (< 30% liabilities to assets) = 5 pts · high debt = 0 pts. | 100% | 1% · 5/5 pts |
Financial Efficiency
How efficiently funds reach the cause — program spend and fundraising cost ratios.
100/100
| Metric | Score | Value |
|---|---|---|
| Program expense ratio ≥ 75% on charitable activities = 10 pts · 60–75% = 5 pts · below 60% = 0 pts. | 100% | 82% · 10/10 pts (3-year average) |
| Fundraising efficiency Spends ≤ £0.20 to raise £1 = 10 pts · £0.21–£0.35 = 5 pts · above £0.35 = 0 pts (fundraising cost ÷ income). | 100% | 13p per £1 income · 10/10 pts (3-year average) |
Community Support
Grassroots backing from Charity Commission workforce data — volunteers vs paid staff.
100/100
| Metric | Score | Value |
|---|---|---|
| Volunteer-to-staff ratio More volunteers than paid staff = 10 pts · equal mix = 5 pts · no volunteers = 0 pts. | 100% | 30 volunteers / 8 staff · 10/10 pts |
Clarity Score
70/100 total · Needs improvement · 2 of 4 stars
Four pillars (40 + 30 + 20 + 10 points) from Charity Commission filings — see methodology for full weightings.
Accountability & Transparency
Baseline trust from filing discipline, board oversight, and declared governance policies.
63/100
Financial Health
Stability and solvency — reserves, revenue trend, and debt from Charity Commission accounts.
50/100
Financial Efficiency
How efficiently funds reach the cause — program spend and fundraising cost ratios.
100/100
Community Support
Grassroots backing from Charity Commission workforce data — volunteers vs paid staff.
100/100
Revenue & expenses
Latest filed year 2021 · Source: Charity Commission annual accounts
| Category | Amount | % of spend |
|---|---|---|
| Total income | £1.7m | — |
| Total expenditure | £1.1m | — |
| Charitable activities | £1.1m | 94% |
| Fundraising | £67k | 6% |
| Governance & admin | £6k | 1% |
Where the money goes
Latest accounts (2021) · £1.1m spent
- Charitable activities94% · £1.1m
- Fundraising6% · £67k
- Governance1% · £6k
Trust indicators
Pulled from the Charity Commission register — filing behaviour, board size, and workforce where reported.
-
Accounts filed on time
up to date · last filing 2026-06-24 00:00:00.0000000
-
Trustee board size (3–12)
1 trustees on the Charity Commission register
-
Workforce on register
8 employees · 30 volunteers (4:1 volunteer-to-staff)
Fundraising Regulator
Status not yet checked
Separate from our financial scores — shows whether the charity follows the Code of Fundraising Practice.
Check Fundraising Regulator →Official register
Reg 1059922
Full trustee list, accounts, and regulatory history on the Charity Commission.
View on Charity Commission →Trustees & officers
- SOMERSET NHS FOUNDATION TRUST since 2023
How we score charities +
The Clarity Score is a 100-point rating from UK Charity Commission data. Four pillars — Accountability & Transparency (40), Financial Health (30), Financial Efficiency (20), and Community Support (10). A statutory inquiry sets the score to 0 automatically.
Accountability & Transparency
Scored from filings
40 points — filing history (15), trustee oversight (15), declared policies (10).
Financial Health
Scored from filings
30 points — reserves (15), income stability (10), liabilities to assets (5).
Financial Efficiency
Scored from filings
20 points — program expense ratio (10), fundraising efficiency (10). Kept at 20% to avoid punishing legitimate infrastructure costs.
Community Support
Scored from filings
10 points — volunteer-to-staff ratio from Charity Commission workforce data.
Overall score
Sum of all pillar points. Translated to stars: 90–100 Exceptional (4★), 75–89 Good (3★), 60–74 Needs improvement (2★), below 60 Poor (1★).
Five-year trends
- Income
- Spending
- Cause spend
Values in £ thousands · Source: Charity Commission accounts
Key facts
- Overall score
- 70/100 (2★)
- Income
- £1.7m
- Cause spend
- 82% of expenditure
- Reg number
- 1059922
- Scope
- Local (—)
- Reserves
- 36 months
- Trustees
- 1
- Accounts year
- 2021
- Filing
- up to date
Compare & explore
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Red flags
Frequently asked questions
Common questions about SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS's rating, finances, and Charity Commission status.
What is SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS's charity rating? +
SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS scores 70 out of 100 on CharityCompare (2 stars — Needs improvement). The Clarity Score V1 sums four pillars from Charity Commission filings: Accountability & Transparency (40 pts), Financial Health (30), Financial Efficiency (20), and Community Support (10).
Is SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS a good charity to donate to? +
SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS scores 70 out of 100 (2 stars — Needs improvement) on CharityCompare's Clarity Score, our independent read of its Charity Commission filings. Around 82% of its spending goes to charitable activities and its accounts are up to date. That reflects how transparent and financially healthy it looks on paper — it does not measure the real-world impact of its work, so treat it as one factor alongside the cause you care about. CharityCompare never tells you where to donate.
Is SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS a legitimate UK charity? +
Yes — SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS is registered with the Charity Commission for England and Wales under registration number 1059922. You can verify the entry on the official register.
What is SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS's Charity Commission registration number? +
SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS's registration number is 1059922. Official register: https://register-of-charities.charitycommission.gov.uk/en/charity-search/-/charity-details/1059922
How much income does SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS receive? +
SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS reported £1.7m total income in its 2021 accounts, based on Charity Commission filings. Five-year trend: declining.
What percentage of SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS's spending goes to charitable activities? +
Approximately 82% of total expenditure went to charitable activities in the latest filed year. Fundraising was 18% and combined overhead (fundraising plus governance) was 19%.
Are SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS's accounts up to date? +
Filing status: up to date (last filing 2026-06-24 00:00:00.0000000). CharityCompare flags late or missing accounts separately from the financial score.
Where is SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS based? +
SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS is listed at The Cres, focused on disability.
How does CharityCompare score SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS? +
We analyse Charity Commission annual accounts using three-year averages for program expense, fundraising efficiency, and overhead; working capital from reserves vs average expenditure; liabilities-to-assets from the latest balance sheet when available. Impact, leadership, and culture beacons are not yet assessed from public data alone. See our methodology for weights and thresholds.
Does CharityCompare recommend donating to SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS? +
No. CharityCompare provides independent scores and facts from official filings. We do not tell you where to donate or earn commission from charities.
How can I compare SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS with other charities? +
Use our free compare tool to put SOMERSET NHS FOUNDATION TRUST CHARITABLE FUNDS side-by-side with other UK charities on scores, finances, and filing status.