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DUKE OF DEVONSHIRE'S CHARITABLE TRUST

Registered charity 213519 · accounts filings on the Charity Commission register

This is a grant making trust that normally only makes grants or loans to other registered charities.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Latest income
£256k
Latest spending
£372k
Registered
1966
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that total unrestricted funds decreased by £20,506 to £16,539,514, driven by charitable expenditure exceeding investment income, although the portfolio generated significant capital gains. The trustees report that assets are adequate to fulfill future obligations and the auditors confirmed no material uncertainties regarding the charity's ability to continue as a going concern.

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

What the accounts disclose

Reserves position: below the charity's own stated reserves policy (held: £16.5m; policy: No material reserves, beyond the investment portfolio, are retained. The Trustees only maintain cash reserves sufficient to be able to respond expeditiously to unexpected and urgent appeals for grant assistance.)
“No material reserves, beyond the investment portfolio, are retained. The Trustees only maintain cash reserves sufficient to be able to respond expeditiously to unexpected and urgent appeals for grant assistance.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donation of £83,648 made to Chatsworth House Trust, of which the Duke of Devonshire and Earl of Burlington are Trustees.
“The charity has a relationship with Chatsworth House Trust (registered charity number: 511149) of which the Duke of Devonshire and Earl of Burlington are Trustees. A donation of £83,648 was made during the year to Chatsworth House Trust (2023/24: £nil).” — page 22
“During the year, donations of £50,000 were made to the University of Derby, where Earl of Burlington is Chancellor (2023/24: £50,000). A further £150,000 has been pledged to the University of Derby to be paid annually in amounts of £50,000 over the next three years.” — page 22
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donation of £50,000 made to University of Derby, where Earl of Burlington is Chancellor, with a further £150,000 pledged.
“The charity has a relationship with Chatsworth House Trust (registered charity number: 511149) of which the Duke of Devonshire and Earl of Burlington are Trustees. A donation of £83,648 was made during the year to Chatsworth House Trust (2023/24: £nil).” — page 22
“During the year, donations of £50,000 were made to the University of Derby, where Earl of Burlington is Chancellor (2023/24: £50,000). A further £150,000 has been pledged to the University of Derby to be paid annually in amounts of £50,000 over the next three years.” — page 22
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donation of £1,000 made to Bakewell Choral Society, of which the Duchess of Devonshire is President.
“The charity has a relationship with Chatsworth House Trust (registered charity number: 511149) of which the Duke of Devonshire and Earl of Burlington are Trustees. A donation of £83,648 was made during the year to Chatsworth House Trust (2023/24: £nil).” — page 22
“During the year, donations of £50,000 were made to the University of Derby, where Earl of Burlington is Chancellor (2023/24: £50,000). A further £150,000 has been pledged to the University of Derby to be paid annually in amounts of £50,000 over the next three years.” — page 22
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Shorts. Discloses 5 of 6 completeness components.

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
05/04/2025£256k£372k
05/04/2024£226k£266k
05/04/2023£142k£337k
05/04/2022£119k£279k
05/04/2021£249k£409k

Common questions

Is DUKE OF DEVONSHIRE'S CHARITABLE TRUST financially healthy?

Per its FY2025 accounts: The accounts state that total unrestricted funds decreased by £20,506 to £16,539,514, driven by charitable expenditure exceeding investment income, although the portfolio generated significant capital gains. The trustees report that assets are adequate to fulfill future obligations and the auditors confirmed no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2025 accounts were audited by Shorts.

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.

FunderSimilar charities fundedAmount to them
DINA PERELMAN TRUST LIMITED1£10k
THE ROTHERMERE FOUNDATION1£1k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with DUKE UK TRUST LIMITED.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
DUKE OF DEVONSHIRE'S CHARITABLE TRUST£256k—0below—no doubt
DUKE UK TRUST LIMITED FY2025£298k—0unclear—no doubt
THE J J CHARITABLE TRUST FY2025£842k£60,001 - £70,0001unclear—no doubt
THE DUKE OF NORTHUMBERLAND'S CHARITY FY2025£203k—0unclear—no doubt
DELVES CHARITABLE TRUST FY2025£222k—0above—no doubt
BARON DAVENPORT'S CHARITY CIO FY2025£192k—0above—no doubt

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