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The Dartmouth Trust

RegisteredRegistered charity number 203402DevonOther charitable purposes
Income£829k2025-09-30
Spending£829ksame year
Spent / received103%5-year average
Size in its cause95th pctOther charitable purposes
Registered1962Other
Employees3latest return

Analysis

The Dartmouth Trust is a registered charity in England and Wales, based in Devon. It was registered in April 1962, 64 years ago. Its declared purposes cover other charitable purposes, which this site groups under other charitable purposes. It says it acts as an umbrella or resource body.

In the financial year ending September 2025, The Dartmouth Trust reported income of £829k and spending of £829k, spending 100% of its income. Across the 5 years on record, from September 2021 to September 2025, income grew from £755k to £829k (+9.7%), an average of +2.3% a year. Over the whole period it spent 103% of the income it received.

Among 1,463 England and Wales charities whose main cause is other charitable purposes and that reported income, The Dartmouth Trust sits at the 95th percentile: it is larger than about 95% of them. Against every charity in England and Wales with reported income it ranks in the 93rd percentile. Charities of a similar size with the same main cause include Southampton Voluntary Services (£799k), Peterborough Women's Aid (£840k) and Tower Hamlets Mission (£782k).

In its latest detailed accounts, income came from trading 62% and investments 33%. Charitable activities took 70% of spending and raising funds 28%. Reserves of £180k would cover about 3 months of spending at that rate. It employed 3 people.

Income and spending

£0£213k£426k£639k£852k2021 Income: £755,4052021 Spending: £780,40520212022 Income: £752,3792022 Spending: £851,52920222023 Income: £775,7582023 Spending: £775,75820232024 Income: £768,5602024 Spending: £768,56020242025 Income: £828,7452025 Spending: £828,7452025
IncomeSpending

Where the income comes from

  • Trading 62%
  • Investments 33%
  • Other 5.3%

In the charity's own words

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.

Similar-sized charities, same cause

CharityLocationIncome
Southampton Voluntary ServicesSouthampton£799k
Peterborough Women's AidPeterborough£840k
Tower Hamlets MissionLondon£782k
Survivor Space OxfordshireOxford£887k