Taunton Heritage Trust

Analysis

Taunton Heritage Trust is a registered charity in England and Wales, based in Somerset. It was registered in February 2018, 8 years ago. Its declared purposes cover general charitable purposes, disability, the prevention or relief of poverty and accommodation/housing, which this site groups under disability. Legally it is a charitable incorporated organisation (CIO). It says it makes grants to individuals, makes grants to organisations and provides buildings/facilities/open space.

In the financial year ending March 2026, Taunton Heritage Trust reported income of £917k and spending of £711k, leaving 22% of income unspent that year. Across the 5 years on record, from June 2022 to March 2026, income grew from £691k to £917k (+33%), an average of +7.4% a year. The sharpest change came in the year to March 2025, when income rose by 48%. Over the whole period it spent 82% of the income it received.

Among 12,871 England and Wales charities whose main cause is disability and that reported income, Taunton Heritage Trust sits at the 92nd percentile: it is larger than about 92% of them. Against every charity in England and Wales with reported income it ranks in the 93rd percentile. Charities of a similar size with the same main cause include Cambridge Rape Crisis Centre (£916k), Hull FC Rugby Community Sports & Education Foundation (£919k) and Bloody Good Period (£916k).

In its latest detailed accounts, income came from charitable activities 78% and investments 19%. Charitable activities took 95% of spending and raising funds 3.0%. Grants to other organisations totalled £510. Reserves of £317k would cover about 5 months of spending at that rate. It employed 6 people.