taunton heritage trust
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 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
Details
Address
TAUNTON HERITAGE TRUST
WREXEN HOUSE
MAGDALENE STREET
TAUNTON
SOMERSET
TA1 1SG
WREXEN HOUSE
MAGDALENE STREET
TAUNTON
SOMERSET
TA1 1SG
Website
www.tauntonheritagetrust.org.ukRegistration Date
14 February 2018
Status
Registered
Registry Information
Organisation Number
5108381
Charity Number
1177162
Trustees
JOHN RICHARD RUFF
ELIZABETH ANNE FOTHERGILL
NORMAN PHILIP CAVILL
MICHAEL HELLINGS
Andrew Hunter Robertson Pritchard
Hugh Gregory
Andrew Sully
BRYONY HOULDEN
Peter Moat