TAUNTON HERITAGE TRUST

Registered charity 1177162 · accounts filings on the Charity Commission register

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.

Causes: General Charitable Purposes · Disability · The Prevention Or Relief Of Poverty · Accommodation/housing · Grant history (this charity is a funder) · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity generated a net movement in funds of £318,782 for the year, driven by a significant gain on investment revaluations. The trustees maintain a reserves policy of six months' operating costs (approximately £380,000), noting that while free reserves of £285,741 are below this target, additional sums held as fixed assets could be converted to cash as necessary.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Albert Goodman LLP. Discloses 5 of 6 completeness components.

Property (HM Land Registry)

9 registered titles in England and Wales held by the charity’s company or corporate body (9 freehold); recorded price paid £777k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook

Structured financials (annual return, FY ending 31/03/2025)

Reported reserves equal ~4.7 months of spending — below the median for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Charitable activities (77% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 2.2% of total income — below the median for charities its size (4.9%) (benchmarks).

Register events

• Received assets from another charity (20/03/2019) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• ELIZABETH ANNE FOTHERGILLchair · trustee of 1 other charity
• Andrew Hunter Robertson Pritchard · trustee of 1 other charity
• Andrew Sully
• BRYONY HOULDEN
• Hugh Gregory · trustee of 1 other charity
• MICHAEL HELLINGS
• NORMAN PHILIP CAVILL
• Peter Moat · trustee of 2 other charities
• WILLIAM ADAM CLARK

Trustee list from the Charity Commission register (current, not historical).

Operates in: Somerset

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE EARL OF SOUTHAMPTON TRUST.

• THE EARL OF SOUTHAMPTON TRUST income £181k
• THE ABERFORD ALMSHOUSES income £177k
• TAPTONHOLME income £732k
• CHELTENHAM ALMSHOUSES & AID CIO income £312k
• GREENWICH CHARITY OF WILLIAM HATCLIFFE AND THE MISSES SMITH income £460k
• THE DRAPERS' ALMSHOUSE CHARITY income £1.6m

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.