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taunton heritage trust

The charity supports children and young people, elderly people, people with disabilities, and other charities or voluntary bodies. Taunton Heritage Trust is a registered charity whose purpose is general charitable purposes. It delivers its work by making grants to individuals. The charity is based in Somerset and operates in Somerset.


This page summarises publicly available information about the charity, including its activities, beneficiaries, and registration details, based on official records.

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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.

Fundraising

See where Taunton Heritage Trust is active and find local fundraising opportunities.

Local Authority

Financial Information

Latest Income
£917,995
Latest Expenditure
£730,284

Financial Efficiency

Program Ratio 75.8%
% of income going directly to charitable activities
Overall Efficiency 95.3%
% of expenditure going to programs (vs overhead)
Administrative Ratio 4.7%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £271
Charitable Activities £710,262
Other Trading £0
Investments £179,570
Other Income £27,892

Expenditure Categories

Charitable Expenditure £695,857
Raising Funds £20,039
Governance £14,388
Grants to Institutions £900
Other Expenditure £14,388

Financial Trend

Annual Returns

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
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
2021£715,303£520,766£481,257£7,287,038£303,6998 / 0

Staff column shows: Employees / Volunteers