The Dartmouth Trust
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.
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.
Areas of Operation
Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.
Local Authority
Financial Information
Financial Efficiency
Latest Financial Breakdown
Income Sources
Expenditure Categories
Financial Trend
Annual Returns
As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2025 | £828,745 | £828,745 | £590,014 | £13,877,846 | £180,000 | 3 / 0 |
| 2024 | £768,560 | £768,560 | £565,181 | £14,000,458 | £305,405 | 3 / 0 |
| 2023 | £775,758 | £775,758 | £775,758 | £11,907,993 | £180,000 | 3 / 0 |
| 2022 | £752,379 | £851,529 | £725,326 | £12,647,633 | £320,856 | 3 / 0 |
| 2021 | £755,405 | £780,405 | £613,667 | £12,665,777 | £304,150 | 3 / 0 |
Staff column shows: Employees / Volunteers
Frequently asked questions about The Dartmouth Trust
What does The Dartmouth Trust do?
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.
How much income did The Dartmouth Trust report in 2025?
The Dartmouth Trust reported total income of £829k and reported expenditure of £829k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.
When was The Dartmouth Trust registered as a charity?
The Dartmouth Trust was registered with the Charity Commission for England and Wales on 24 April 1962 as charity number 203402. It has been registered for 64 years.
Who runs The Dartmouth Trust?
The Dartmouth Trust is governed by a board of 10 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.
Where does The Dartmouth Trust operate?
The Dartmouth Trust operates in Devon, as recorded in its Charity Commission filing.
Is The Dartmouth Trust a registered charity?
Yes — The Dartmouth Trust is a registered charity in England and Wales, charity number 203402.
Details
38 Victoria Road
DARTMOUTH
Devon
TQ6 9SA
Registry Information
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Also governs 2 other charities
Also governs 1 other charity
Also governs 1 other charity
Also governs 2 other charities
Also governs 1 other charity
Also governs 3 other charities
Data & trust
- Register data refreshed
- 14 May 2026
- Methodology
- How metrics are calculated