# TAUNTON HERITAGE TRUST

## Details

- **Country:** England & Wales
- **Charity number:** 1177162
- **Status:** Registered
- **Legal form:** CIO
- **Registered:** Feb. 14, 2018
- **Register:** https://register-of-charities.charitycommission.gov.uk/en/charity-search/?p_p_id=uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet&p_p_lifecycle=0&p_p_state=maximized&p_p_mode=view&_uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet_regId=1177162


## Contact

- **Address:** TAUNTON HERITAGE TRUST, WREXEN HOUSE, MAGDALENE STREET, TAUNTON, SOMERSET
- **Postcode:** TA1 1SG
- **Phone:** 01823335348
- **Email:** info@tauntonheritagetrust.org.uk
- **Website:** www.tauntonheritagetrust.org.uk



## Activities

**Objects:** (A) TO PROVIDE AFFORDABLE, SUITABLE AND SAFE HOUSING IN THE FORM OF ALMSHOUSES ACCOMMODATION FOR PEOPLE IN NEED AGED 60 YEARS AND OVER WITH PRIORITY BEING GIVEN TO INHABITANTS OF THE BOROUGH OF TAUNTON DEANE (AREA OF BENEFIT).(B) TO PROVIDE RELIEF IN NEED FOR THE RESIDENTS OF THE ALMSHOUSES AND OTHER INHABITANTS OF THE AREA OF BENEFIT, (OR IN EXCEPTIONAL CASES TO PERSONS RESIDENT IMMEDIATELY OUTSIDE THE AREA OF BENEFIT), BY MAKING GRANTS OF MONEY FOR GOODS, SERVICES OR FACILITIES FOR THE BENEFIT OF INDIVIDUALS OR OTHER CHARITIES OR IN SUCH OTHER WAYS AS THE CIO MAY SEE FIT.(C) TO PROVIDE ANNUAL GRANTS TO BISHOP'S FOX SCHOOL AND AS PART OF THE BRITISH SCHOOL FUND, TO OTHER SCHOOLS IN ORDER TO FURTHER THE EDUCATION OF CHILDREN AND YOUNG PEOPLE IN THE AREA OF BENEFIT.

**Activities:** 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.




## Classification

- **How:** Makes Grants To Individuals, Makes Grants To Organisations, Provides Buildings/facilities/open Space
- **What:** General Charitable Purposes, Disability, The Prevention Or Relief Of Poverty, Accommodation/housing
- **Who:** Children/young People, Elderly/old People, People With Disabilities, Other Charities Or Voluntary Bodies



## Areas of operation

- Somerset



## Finances

| Period end | Income | Expenditure | Assets | Employees |
|---|---|---|---|---|
| March 31, 2025 | £917995 | £730284 | £7567416 | 7 |
| March 31, 2024 | £622058 | £717166 | £7248634 | 8 |
| June 30, 2023 | £967702 | £595878 | £7347183 | 8 |
| June 30, 2022 | £690775 | £612025 | £7086358 | 8 |
| June 30, 2021 | £715303 | £520766 | £7287038 | 8 |



## Trustees

- **ELIZABETH ANNE FOTHERGILL** (Chair) — appointed July 1, 2018
- Andrew Hunter Robertson Pritchard — appointed July 17, 2019
- Andrew Sully — appointed Sept. 12, 2023
- BRYONY HOULDEN — appointed Jan. 14, 2025
- Hugh Gregory — appointed April 5, 2020
- JOHN RICHARD RUFF — appointed July 1, 2018
- MICHAEL HELLINGS — appointed June 5, 2018
- NORMAN PHILIP CAVILL — appointed July 1, 2018
- Peter Moat — appointed Jan. 14, 2025