THE DARTMOUTH TRUST

Registered charity 203402 · accounts filings on the Charity Commission register

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.

Area of benefit: DARTMOUTH

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

Causes: Other Charitable Purposes · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the financial statements have been prepared on a basis other than going concern due to the charity's application to convert to a Charitable Incorporated Organisation (CIO) and the planned transfer of all assets and liabilities to the new entity. Despite this structural change, the trustees expect operations to continue within the new entity without interruption and no adjustments to asset or liability carrying amounts were deemed necessary. The charity holds unrestricted reserves of £348,949, including a designated property repair reserve of £150,000 and a general expenditure reserve of £30,000.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Thompson Jenner LLP. Discloses 5 of 6 completeness components.

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.

• 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
• Trustee conflicts of interest policy and procedures

Structured financials (annual return, FY ending 30/09/2025)

Reported reserves equal ~2.6 months of spending — below the median for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Other trading activities (62% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 28.8% of total income — in the top quarter for charities its size (median 4.9%) (benchmarks).

Trustees · trustee networks

• Charles Rendell
• Dawn Shepherd · trustee of 2 other charities
• John Morgan Ellwood · trustee of 1 other charity
• Jonathan Sutton-Scott-Tucker
• Michael Croft · trustee of 1 other charity
• Michael Stuart Gordon · trustee of 1 other charity
• Peter Geoffrey Osborne
• Radovan Vuckovic · trustee of 1 other charity
• Rev Andrew Langley
• Robin Springett · trustee of 3 other charities

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

Operates in: Devon

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE DOVER COLLEGE TRUST.

• THE DOVER COLLEGE TRUST income £115k
• WILLIAM PALMER COLLEGE EDUCATIONAL TRUST income £260k
• COLLEGE ESTATE ENDOWMENT income £1.0m
• TRUST FOR LONDON income £10.7m
• THE DUKE OF NORTHUMBERLAND'S CHARITY income £203k
• THE JOHN BROWNE CHARITABLE TRUST income £349k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.