Causes
 X
Resources
 X
User Services
 X
home >> charity search >> taunton heritage trust
Finance Score: 1
Governance Score: 0
Support Score: 3
  • Liabilities <10%: +3
  • Excess reserves: -5
  • Fundraising costs low: +3
    • Gov Income
    • Overall weighted support: +3
    Overall GiG Score: 4 ?

    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.
    Analysis by Giving is Great

    Positives:

    • The charity has received Government grants
    • This charity has a robust balance sheet
    • Fundraising costs are unusually low relative to funds raised

    Financial issues to consider:

    • This charity has substantial assets and unrestricted reserves of £6,028,261 available, equivalent to 121 months of spending and so may not be able to utilise additional funding
    Find similar charities within: miles

    Financial Data ?

    Income & Spending ?
    Sources of Income ?
    Y/E Income
    £k    		 Spending
    £k    		 Surplus/
    Deficit £k    		 Fundraising
    Cost £k    		 Total
    Funds £k    		 Unrestricted
    Funds £k    		 Mths
    Rsrvs    		 Staff Volun-
    teers
    30/06/23£968£596£372£0£7,347£6,028121.480
    30/06/22£691£612£79£0£7,086£5,701111.880
    30/06/21£715£521£195£0£7,287£5,702131.480
    30/06/20£733£617£116£0£7,062£5,786112.591
    30/06/19£7,620£558£7,062£0£7,072£5,671121.970
    Download accounts
    Financial Ratios
    Fundraising Costs/Relevant Income: 2.9%
    Fundraising Costs/Total Spending: 3%
    Highest pay band: Less than £60,000
    Liabilities/Assets: 1%
    Liabilities/Income: 4%
    Unrestricted Funds/Total Funds: 82%
    Reserves/Spending: 121.4 months
    Net Current Assets/Spending: 8 months
    Quick Ratio: 7.3
    Asset Split ?
    Balance Sheet History
    Established: 7 years

    www.tauntonheritagetrust.org.uk

    info@tauntonheritagetrust.org.uk

    01823335348

    Charity Commission for England and WalesFacebookX
    UN SDGs
    ?
    Listed activities
    • Accommodation/Housing
    • Disability
    • General Charitable Purposes
    • The Prevention Or Relief Of Poverty
    GiG Classification
    • Shelter for homeless, vulnerable & excluded people
    How it operates
    • Makes grants to individuals
    • Makes grants to organisations
    • Provides buildings/facilities/open space
    Where it operates
    • Somerset,
    Who it helps
    • Children/Young People
    • Elderly/Old People
    • Other Charities Or Voluntary Bodies
    • People With Disabilities

    Who supports them? ?

    We have no records of donations from grant makers.

    How is it governed?

    Trustees (9)
    Current Trustees appointed
    Gender Split

    • ANDREW HUNTER ROBERTSON PRITCHARD Appointed: 2019
    • ANDREW SULLY Appointed: 2023
    • CHRISTOPHER JAMES CUTTING Appointed: 2018
    • ELIZABETH ANNE FOTHERGILL (Chair) Appointed: 2018, Occupation: Retired
    • HUGH GREGORY Appointed: 2020
    • JOHN RICHARD RUFF Appointed: 2018
    • MICHAEL HELLINGS Appointed: 2018
    • NORMAN PHILIP CAVILL Appointed: 2018
    • SUSAN BULLER Appointed: 2020
    Legal constitution
    • Charity registered in England & Wales on 14/02/2018, number: 1177162
    Gift Aid
    • NOT registered with HMRC for Gift Aid
    Other Regulators
    • Homes England
    Policies in force
    • Bullying and harassment policy and procedures
    • Complaints handling
    • Complaints policy and procedures
    • Conflicting interests
    • Financial reserves policy and procedures
    • Internal charity financial controls policy and procedures
    • Internal risk management policy and procedures
    • Investing charity funds policy and procedures
    • Investment
    • Paying staff
    • Risk management
    • Safeguarding policy and procedures
    • Safeguarding vulnerable beneficiaries
    • Serious incident reporting policy and procedures
    • Social media policy and procedures
    • Trustee conflicts of interest policy and procedures
    • Trustee expenses policy and procedures
    • Volunteer management
    Filing Record
    5 returns made; all on time
    Main office

    TAUNTON HERITAGE TRUST
    HUISH HOMES
    MAGDALENE STREET
    TAUNTON
    TA1 1SG

    Objectives

    (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.

    Data Sources

    Charity Commission for England and Wales

    Tips for Selecting Charities

    Which areas of philanthropy are most effective?
     The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
    Our Top Tips for Philanthropy
     Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
    How to become a Philanthropist
     In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

    Watch Inspiring Videos

    Save the upside down forest
    Change the ending - the pain of Alzheimers
    Help Dads in prison stay in touch with their children
    Giving is Great
    Share
    Copy Link
    ×