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.
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.
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
Financial Efficiency
Higher than 42% of UK Facilities charities with income £100K to £1M (sample: 421). How is this calculated?
Higher than 39% of UK Facilities charities with income £100K to £1M. How is this calculated?
Lower overhead than 37% of UK Facilities charities with income £100K to £1M. (Lower overhead is generally read as more efficient.) How is this calculated?
Latest Financial Breakdown
Income Sources
Expenditure Categories
Financial Trend
Annual Returns
As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2025 | £917,995 | £730,284 | £695,857 | £7,567,416 | £285,741 | 7 / 0 |
| 2024 | £622,058 | £717,166 | £680,044 | £7,248,634 | £246,935 | 8 / 0 |
| 2023 | £967,702 | £595,878 | £572,388 | £7,347,183 | £391,640 | 8 / 0 |
| 2022 | £690,775 | £612,025 | £589,303 | £7,086,358 | £194,376 | 8 / 0 |
| 2021 | £715,303 | £520,766 | £481,257 | £7,287,038 | £303,699 | 8 / 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 2025?
Taunton Heritage Trust reported total income of £918k and reported expenditure of £730k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.
How efficient is Taunton Heritage Trust?
Taunton Heritage Trust has a program ratio of 75.8%, meaning that share of its income goes directly to charitable activities. This is higher than 42% of UK Facilities charities with income £100K to £1M (sample of 421 charities). See our methodology for how this is calculated.
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 9 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
WREXEN HOUSE
MAGDALENE STREET
TAUNTON
SOMERSET
TA1 1SG
Registry Information
Is this your charity?
Add your logo, photos and tell the story behind the numbers in your own words. Free for our first 50 launch partners.
Claim this listing Learn more about premium profilesOther notable Facilities charities
Major UK charities in the same primary sector, drawn from the curated priority cohort.
Trustees
Also governs 1 other charity
Also governs 1 other charity
Also governs 1 other charity
Also governs 2 other charities
Sectors & Classifications
Data & trust
- Register data refreshed
- 14 May 2026
- Methodology
- How metrics are calculated