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the dartmouth trust

The charity supports other charities or voluntary bodies. The Dartmouth Trust is a registered charity whose purpose is other charitable purposes. It delivers its work by acting as an umbrella or resource body. The charity is based in Devon and operates in Devon.


This page summarises publicly available information about the charity, including its activities, beneficiaries, and registration details, based on official records.

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Activities & Mission

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.

Fundraising

See where The Dartmouth Trust is active and find local fundraising opportunities.

Local Authority

Financial Information

Latest Income
£768,560
Latest Expenditure
£768,560

Financial Efficiency

Program Ratio 73.5%
% of income going directly to charitable activities
Overall Efficiency 73.5%
% of expenditure going to programs (vs overhead)
Administrative Ratio 27.2%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £0
Charitable Activities £0
Other Trading £0
Investments £756,784
Other Income £11,776

Expenditure Categories

Charitable Expenditure £565,181
Raising Funds £203,379
Governance £5,757
Grants to Institutions £0
Other Expenditure £0

Financial Trend

Annual Returns

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024£768,560£768,560£565,181£14,000,458£305,4053 / 0
2023£775,758£775,758£775,758£11,907,993£180,0003 / 0
2022£752,379£851,529£725,326£12,647,633£320,8563 / 0
2021£755,405£780,405£613,667£12,665,777£304,1503 / 0
2020£858,630£858,630£724,585£11,529,467£392,9063 / 0

Staff column shows: Employees / Volunteers

Details

Address
Dartmouth Trust
38 Victoria Road
DARTMOUTH
Devon
TQ6 9SA
Registration Date
24 April 1962
Status
Registered

Registry Information

Organisation Number
203402
Charity Number
203402

Trustees

John Morgan Ellwood
Jonathan Sutton-Scott-Tucker
Dawn Shepherd
Gary Stephen Lucas
Rev Andrew Langley
Charles Rendell
Michael Stuart Gordon
Michael Croft
Radovan Vuckovic
Peter Geoffrey Osborne
Robin Springett