THE DARTMOUTH TRUST CIO

Registered charity 1217233 · accounts filings on the Charity Commission register

The Dartmouth Trust CIO will soon be the custodian of a permanent endowment (replacing The Dartmouth Trust - Charity no.203402). Its task will be to manage its investments to produce the best possible return for the benefit of the 3 named beneficiary charities.

Objects

4.1 TO PROMOTE CHARITABLE ACTIVITY IN THE PARISH OF DARTMOUTH, FOR THE BENEFIT OF ITS RESIDENTS, BY DISTRIBUTING THE ANNUAL INCOME OF THE CIO TO THE FOLLOWING CHARITABLE ORGANISATIONS:4.1.1 ONE HALF OF THE CIO'S INCOME TO THE DARTMOUTH UNITED CHARITIES TO ASSIST THIS CHARITY IN MEETING ITS OBJECT;4.1.2 ONE THIRD TO THE ECCLESIASTICAL CHARITY TOWARDS THE REPAIR AND MAINTENANCE OF THE CHURCH OF ST. SAVIOUR, DARTMOUTH; AND4.1.3 ONE SIXTH TO THE PUBLIC PURPOSES CHARITY TO ASSIST THIS CHARITY IN MEETING ITS PURPOSE FOR THE BENEFIT OF THE INHABITANTS OF DARTMOUTH.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · website · Get email alerts

We have not yet analysed this charity’s accounts. Register data shown below.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• 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 vulnerable beneficiaries
• Trustee conflicts of interest policy and procedures

Trustees · trustee networks

• Jonathan Sutton-Scott-Tuckerchair
• CHARLES RENDELL
• Dawn Shepherd · trustee of 2 other charities
• John Morgan Ellwood
• Michael Croft · trustee of 1 other charity
• Michael Stuart Gordon · trustee of 1 other charity
• Peter Osborne
• Radovan Vuckovic · trustee of 1 other charity
• Robin Springett · trustee of 3 other charities

Trustee list from the Charity Commission register (current, not historical).

Operates in: Devon