THE DARTMOUTH TRUST
#203402Income
£828,745
Expenditure
£828,745
Reserves
£180,000
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
£828,745
Expenditure
All activities
£828,745
Net Reserves
Unrestricted funds
£180,000
Total Assets
Gross assets
£14,612,210
Working Capital
Liquidity
£-486,214
Income Sources
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