OpenCharities

The Dartmouth Trust

Country
England & Wales
Charity number
203402
Status
Registered
Registered
April 24, 1962
Legal form
Other
Area of benefit
Dartmouth

Address

Address
Dartmouth Trust
38 Victoria Road
DARTMOUTH
Devon
TQ6 9SA

Activities

The Dartmouth Trust is the custodian of a permanent endowment. Its task is to manage its investment portfolio for the benefit of the 3 named charities. This requires the charity to invest efficiently and commercially, producing a stable and if possible growing income for the beneficiaries. The endowment is invested in a mix of commercial and residential property and financial investments.

Objects: (1) One Half Of The Income To The Trustees Of The Dartmouth United Charities For Application By The Last-Mentioned Trustees For The Purposes Of The Last-Mentioned Charities. (2) One Third Of The Income To The Trustees Of The Ecclesiastical Charity For Application By The Last-Mentioned Trustees Towards The Repair And Maintenance Of The Church Of St. Saviour, Dartmouth. (3) The Trustees Shall Apply The Remaining One Sixth Of The Said Income To The Trustees Of The Public Purposes Charity For Application By The Trustees For Charitable Purposes For The General Benefit Of The Inhabitants Of Dartmouth As The Trustee Think Fit.

Classification

How
Acts As An Umbrella Or Resource Body
What
Other Charitable Purposes
Who
Other Charities Or Voluntary Bodies

Areas of operation

Local Authority
Devon

Finances

Period end Income Expenditure Assets Employees
Sept. 30, 2025 £828,745 £828,745 £13,877,846 3
Sept. 30, 2024 £768,560 £768,560 £14,000,458 3
Sept. 30, 2023 £775,758 £775,758 £11,907,993 3
Sept. 30, 2022 £752,379 £851,529 £12,647,633 3
Sept. 30, 2021 £755,405 £780,405 £12,665,777 3

Trustees

Name Appointed
Charles Rendell March 21, 2024
Dawn Shepherd April 1, 2021
John Morgan Ellwood Dec. 18, 2012
Jonathan Sutton-Scott-Tucker Feb. 16, 2018
Michael Croft June 24, 2024
Michael Stuart Gordon May 20, 2024
Peter Geoffrey Osborne July 1, 2025
Radovan Vuckovic March 11, 2025
Rev Andrew Langley July 21, 2021
Robin Springett Oct. 28, 2025