skip to main content

Beta This is a prototype - your feedback will help us improve it

up-to-date

Data for financial year ending 30 September 2017

The Dartmouth Trust

  • Income

    £818.0K

  • Spending

    £818.0K

  • Status

    Up-to-date

Charity no. 203402

Contact details

Public address

  • 3A The Quay, Dartmouth, TQ6 9PS

Aims & activities

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.

What the charity does

  • Other charitable purposes

Who the charity helps

  • Other charities or voluntary bodies

How the charity works

  • Acts as an umbrella or resource body

Income and Endowments:

£818.0K

* £247.8K investment gains(losses)

Expenditure:

£818.0K

Assets and liabilities

  • £10.7M Own use assets
  • £1.6M Long term investments
  • £0.0K Defined benefit pension scheme asset or liability
  • £469.6K Other assets
  • £563.5K Total liabilities
Financial history
Compliance history

Charitable spending ratios

68%
32%
0%

Charitable 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.

Governing document

SCHEME DATED 28/03/1988 AS AMENDED BY RESOLUTION DATED 09/04/2014

Area of benefit

Dartmouth

Organisation type

Standard registration

Policies

Risk management
Investment
Conflicts of interest
Complaints handling
Paying staff

Land And Property

This charity owns and/or leases land or property. Some or all of this land or property must be used for the charity’s purposes.

  • 11 Trustees
  • 2 Employees
  • 0 Volunteers

Trustee board

Trustee Other trusteeships Charity status
Rev'd Will Hazlewood Church Lands Up-to-date
Church Lands For The Church Of Townstal St Clement Up-to-date
Dartmouth United Charities Up-to-date
The Exeter Diocesan Board Of Finance Up-to-date
The Parochial Church Council Of The Ecclesiastical Parish Of Dartmouth Up-to-date
David Michael Gent Dartmouth Swimming Pool Company Limited Up-to-date
Dartmouth United Charities Up-to-date
Saint Petrox Trust Lands Up-to-date
The Parochial Church Council Of The Ecclesiastical Parish Of Dartmouth Up-to-date
Robert Michael Lyon Dartmouth Green Partnerships Up-to-date
Dartmouth United Charities Up-to-date
Robin Springett Dartmouth United Charities Up-to-date
Saint Petrox Trust Lands Up-to-date
Dr John Morgan Ellwood Ma, Phd None on record
Betty Fleet Dartmouth United Charities Up-to-date
David Nicholas Flowerday None on record
Howard O'keeffe None on record
Andrew Jarrold None on record
Jonathan Sutton-Scott-Tucker None on record
Richard Goodall None on record

Areas of operation

List of regions

  • Devon