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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.

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
£917,995
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

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

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

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.

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 10 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

Address
TAUNTON HERITAGE TRUST
WREXEN HOUSE
MAGDALENE STREET
TAUNTON
SOMERSET
TA1 1SG
Registration Date
14 February 2018
Status
Registered

Registry Information

Organisation Number
5108381
Charity Number
1177162

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Trustees

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

Data & trust

Register data refreshed
30 July 2026
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