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Taunton Heritage Trust

We are an almshouse charity providing flats in Taunton to people aged 60 and over who are in need and capable of independent living. We provide part time warden assistance and every flat benefits from communal laundries and our beautiful gardens. We also run a monthly grant scheme that benefits Taunton Deane residents who can demonstrate financial need.

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Activities & Mission

We are an almshouse charity providing flats in Taunton to people aged 60 and over who are in need and capable of independent living. We provide part time warden assistance and every flat benefits from communal laundries and our beautiful gardens. We also run a monthly grant scheme that benefits Taunton Deane residents who can demonstrate financial need.

Grants

Taunton Heritage Trust makes grants as part of its work.

Gives grants to
organisations and individuals
Grants paid (2026)
£510
Who it helps
children and young people, elderly people, people with disabilities and other charities or voluntary bodies
What it supports
general charitable purposes, disability, the prevention or relief of poverty and accommodation or housing

As recorded with the Charity Commission. To ask about applying, use the contact details and check the trustees and latest accounts below.

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Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Local Authority

Financial Information

Latest Income
£917,441
Latest Expenditure
£711,318

Financial Efficiency

Program Ratio 75.0%
% of income going directly to charitable activities
Overall Efficiency 96.7%
% of expenditure going to programs (vs overhead)
Administrative Ratio 4.3%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £400
Charitable Activities £718,270
Other Trading £0
Investments £177,153
Other Income £21,618

Expenditure Categories

Charitable Expenditure £688,164
Raising Funds £21,509
Governance £9,350
Grants to Institutions £510
Other Expenditure £1,645

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2026.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2026
£917,441
£711,318£688,164£8,125,781£316,5976 / 0
2025
£917,995
£730,284£695,857£7,567,416£285,7417 / 0
2024
£622,058
£717,166£680,044£7,248,634£246,9358 / 0
2023
£967,702
£595,878£572,388£7,347,183£391,6408 / 0
2022
£690,775
£612,025£589,303£7,086,358£194,3768 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about Taunton Heritage Trust

What does Taunton Heritage Trust do?

We are an almshouse charity providing flats in Taunton to people aged 60 and over who are in need and capable of independent living. We provide part time warden assistance and every flat benefits from communal laundries and our beautiful gardens. We also run a monthly grant scheme that benefits Taunton Deane residents who can demonstrate financial need.

How much income did Taunton Heritage Trust report in 2026?

Taunton Heritage Trust reported total income of £917k and reported expenditure of £711k for the financial year ending 2026, based on the most recent annual return filed with the Charity Commission.

When was Taunton Heritage Trust registered as a charity?

Taunton Heritage Trust was registered with the Charity Commission for England and Wales on 14 February 2018 as charity number 1177162. It has been registered for 8 years.

Who runs Taunton Heritage Trust?

Taunton Heritage Trust is governed by a board of 11 trustees. The chair of trustees is ELIZABETH ANNE FOTHERGILL. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Taunton Heritage Trust operate?

Taunton Heritage Trust operates in Somerset, as recorded in its Charity Commission filing.

Is Taunton Heritage Trust a registered charity?

Yes — Taunton Heritage Trust is a registered charity in England and Wales, charity number 1177162.

Details

Contact (address, email, phone)
Registration Date
14 February 2018
Status
Registered

Registry Information

Organisation Number
5108381
Charity Number
1177162

Trustees

ELIZABETH ANNE FOTHERGILL Chair
Also governs 1 other charity
Andrew Hunter Robertson Pritchard
Andrew Sully
BRYONY HOULDEN
Christine Hindle
David Jones
Hugh Gregory
Also governs 1 other charity
MICHAEL HELLINGS
NORMAN PHILIP CAVILL
Peter Moat
Also governs 2 other charities
WILLIAM ADAM CLARK

Data & trust

Register data refreshed
2 November 2026
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