Taunton Heritage Trust
At a glance
Key takeaways
- Taunton Heritage Trust's geographic focus is Taunton Deane, and its relief-in-need grants go to people living there who are in financial need, so a charity whose clients live elsewhere should check this first.
- Individuals cannot apply for themselves: an approved referral agency must be registered with the Trust before it completes the online form and applies on the resident's behalf, so a small charity working with local people would need to register first.
- Keep requests modest and essential, since the annual report shows £24,315 awarded in total, the stated flooring grants are £200, £300 or £400, and the Grants Panel must be satisfied the need is essential, with laptop or PC requests considered only in exceptional circumstances.
- Applications close at 5pm on the Thursday before the Grants Panel's monthly meeting, and a resident who has had an application in the previous 12 months cannot be the subject of another, except for school uniform.
- Do not apply for school trips, stationery, funeral expenses, accommodation deposits, retrospective requests, or flooring in privately rented accommodation, and do not seek to replace public or statutory funds.
Overview
Taunton Heritage Trust is a charity registered with the Charity Commission for England and Wales (charity number 1177162).
Taunton Heritage Trust is a registered charity whose purpose is to provide relief in need for residents of its almshouses and other inhabitants of the Area of Benefit, by making grants of money for goods, services or facilities for individuals or other charities. It provides 67 self-contained flats in Taunton. Every year over 250 grants are awarded to individuals living in Taunton Deane, and it also grants to other charities, small organisations and students at schools in the Deane. It makes annual grants to Bishop Fox's School and, as part of the British School Fund, to other schools to further the education of children and young people, and its annual report shows £24,315 awarded in total, with no split between these programmes given.
What they fund
Priority Areas
Taunton Heritage Trust makes grants to assist people living in Taunton Deane who are identified as in financial need, and also grants to other charities and small organisations. Its relief scheme supports items that people need but cannot afford, including furniture, clothing and equipment for a new baby, kitchen appliances, school uniform, disability aids and basic household items. The Trust also says it gives to students at schools in the Deane and makes annual school grants to further the education of children and young people. For relief-in-need applications, approved referral agencies apply on behalf of residents; the agency describes the family’s circumstances, need and expected benefit, and the Grants Panel must be satisfied that the request is for an essential need. Its stated objects also include supporting charities that assist local residents in financial need.
Themes
- Relief of financial hardship
- Education
Geographic Focus
Taunton Deane.
What they don't fund
- Relief in Need only:
- To take the place of public/statutory funds. The Grants Panel may consider supplementing individuals in receipt of benefits provided need is proven
- For school trips, school bags, stationery or other non–essential school items
- For retrospective applications
- For further/higher education course fees or books/materials
- For deposits for accommodation
- For funeral expenses
- For bankruptcy costs
- current or ex-Residents of Taunton Heritage Trust who are in arrears to the Trust or who owe money to the Trust
- flooring in privately rented accommodation
- bags, shin pads, mouth guards or items that are not mandatory
- Stationery
- Lunch boxes and water bottles
- Book bags
- Optional school wear items
- School socks (PE socks will be considered)
- Shin pads/guards/gum shields
- Any other non-clothing school items
How to apply
For the Relief in Need scheme, approved referral agencies registered with the Trust apply on behalf of residents in Taunton Deane; residents do not complete the form themselves.
Deadlines: By 5pm on the Thursday before the Grants Panel’s monthly meeting.
Who can apply:
- Grants to provide “relief in need”
- Approved referral agencies registered with Taunton Heritage Trust (previously submitted grant applications) may apply on behalf of applicants, who must be living in Taunton Deane. Applicants must not complete the form.
- All referral agencies must be registered with Taunton Heritage Trust prior to completing the online grants application form.
What to send:
- Grants to provide “relief in need”
- Details of your organisation, the service that you provide and how you heard about Taunton Heritage Trust.
- Details of the individual or family circumstances, the need and how the grant would benefit the applicant.
- The applicant’s income and savings details.
- Costs for all items and, where possible, a quote, except for white goods and furniture.
- An explanation of how any balance would be met if the request is for a contribution towards an item.
- For disability aids, home adaptations for disability or mobility scooters, details of applications made to other agencies or charities and any applicant savings.
- The Data Protection Statement must be read by the applicant.
Applying again: Grants to provide “relief in need”: Persons living in Taunton Deane who are in conditions of need, hardship, or distress and who have not had an application submitted on their behalf in the previous 12 months (unless the grant is for school uniform, when the Trust will consider a second grant).
Application success factors
What the charity says:
- The panel must be satisfied that the request is for an essential need.
- Applications are considered on the total monthly household income.
- Laptop or PC requests are considered only in exceptional circumstances, which should be clearly explained on the form.
Where they fund
Where it says it funds
- Taunton
Similar funders
Funders supporting work similar to Taunton Heritage Trust.
Five years of accounts
| Financial year | Income | Expenditure | Grants paid | Accounts document |
|---|---|---|---|---|
| year to 30 June 2022 | £690,775 | £612,025 | £2,300 | Accounts for year to 30 June 2022 |
| year to 30 June 2023 | £967,702 | £595,878 | £200 | Accounts for year to 30 June 2023 |
| year to 31 March 2024 | £622,058 | £717,166 | £761 | Accounts for year to 31 March 2024 |
| year to 31 March 2025 | £917,995 | £730,284 | £900 | Accounts for year to 31 March 2025 |
| year to 31 March 2026 | £917,441 | £711,318 | £24,315 | Accounts for year to 31 March 2026 |
Income vs grants paid
IncomeGrants paid
Total value each financial year
Grants paid stayed within income across the 5 years shown.
- Grants paid, year to 30 June 2022; year to 30 June 2023; year to 31 March 2024; year to 31 March 2025: grants to institutions, as reported on the charity register (Part B).
- Grants paid, year to 31 March 2026: grants awarded in the year, as reported in the accounts.
Figures from the charity’s filed accounts and its register entry. The document icon links to the charity’s entry on the Charity Commission register, where its filed accounts can be found.
Sources
Registers and filings
Other sources
- tauntonheritagetrust.org.uk
- tauntonheritagetrust.org.uk/grants · read on 30 October 2026
- tauntonheritagetrust.org.uk/about-us · read on 30 October 2026
- tauntonheritagetrust.org.uk/wp-content/uploads/Grants-guidance-notes-for-referral-agencies-online-form.pdf · read on 30 October 2026
- tauntonheritagetrust.org.uk/wp-content/uploads/Grants-guidance-notes-2025.pdf · read on 30 October 2026
- tauntonheritagetrust.org.uk/grants/form · read on 30 October 2026
- tauntonheritagetrust.org.uk/overview · read on 30 October 2026
- tauntonheritagetrust.org.uk/contact · read on 30 October 2026
- Annual report (year to 31 March 2026)
This profile draws on the funder’s own website as well as its filed accounts.
Sources last checked on 30 October 2026.
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At a glance

Applying to Taunton Heritage Trust?
Hinchilla drafts your answers around this funder's priorities, using your organisation's own documents.
No credit card required
Contact
- 01823 335348source
- info@tauntonheritagetrust.org.uksource
- Taunton Heritage Trust, Wrexen House, Magdalene Street, Taunton, Somerset, TA1 1SGsource
- tauntonheritagetrust.org.uk
- Contact form
- Apply onlinesource

Applying to Taunton Heritage Trust?
Hinchilla drafts your answers around this funder's priorities, using your organisation's own documents.
No credit card required
Contact
- 01823 335348source
- info@tauntonheritagetrust.org.uksource
- Taunton Heritage Trust, Wrexen House, Magdalene Street, Taunton, Somerset, TA1 1SGsource
- tauntonheritagetrust.org.uk
- Contact form
- Apply onlinesource