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.
Latest HighlightsFY 2025
Income
All sources
£0
Expenditure
All activities
£0
Net Reserves
Unrestricted funds
£0
Total Assets
Gross assets
£0
Working Capital
Liquidity
£0
Income Sources
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