Overview
The Dartmouth Trust's network
10 people6 organisationsi10 listed on the board. 6 organisations share a board member with this charity.The large node is The Dartmouth Trust. The map shows two steps out from the public record. Hover a node to focus its connections; click one to open it.The board
10 listediCurrent trustees as listed by the Charity Commission, which does not publish previous trustees.| Name | Role | Since | On the board |
|---|---|---|---|
| Charles Rendell | Trustee | 2024 | 2 yrs |
| Dawn Shepherd | Trustee | 2021 | 5 yrs |
| John Morgan Ellwood | Trustee | 2012 | 14 yrs |
| Jonathan Sutton-Scott-Tucker | Trustee | 2018 | 8 yrs |
| Michael Croft | Trustee | 2024 | 2 yrs |
| Michael Stuart Gordon | Trustee | 2024 | 2 yrs |
| Peter Geoffrey Osborne | Trustee | 2025 | 1 yr |
| Radovan Vuckovic | Trustee | 2025 | 1 yr |
Board
The board
10 listediCurrent trustees as listed by the Charity Commission, which does not publish previous trustees.| Name | Role | Since | On the board |
|---|---|---|---|
| Charles Rendell | Trustee | 2024 | 2 yrs |
| Dawn Shepherd | Trustee | 2021 | 5 yrs |
| John Morgan Ellwood | Trustee | 2012 | 14 yrs |
| Jonathan Sutton-Scott-Tucker | Trustee | 2018 | 8 yrs |
| Michael Croft | Trustee | 2024 | 2 yrs |
| Michael Stuart Gordon | Trustee | 2024 | 2 yrs |
| Peter Geoffrey Osborne | Trustee | 2025 | 1 yr |
| Radovan Vuckovic | Trustee | 2025 | 1 yr |
| Rev Andrew Langley | Trustee | 2021 | 5 yrs |
| Robin Springett | Trustee | 2025 | 1 yr |
Under 5 years5 to 6 years6 years or more
Board DNA
iCounted from the dated Charity Commission trustee register: the current board only, past trustees excluded.How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.Average tenure
4.1y
median 2y
Longest tenure
14y
since 2012
Years in governance
5.5y
per person, across all their boards
Also company directors
0
also sit on company boards
Joined in the last 3 years
6
of 10 on the board
10 trustees on the board
- Charles Rendell since 2024
- Dawn Shepherd since 2021
- John Morgan Ellwood since 2012
- Jonathan Sutton-Scott-Tucker since 2018
- Michael Croft since 2024
- Michael Stuart Gordon since 2024
- Peter Geoffrey Osborne since 2025
- Radovan Vuckovic since 2025
- Rev Andrew Langley since 2021
- Robin Springett since 2025
Trustees past 6 years
- John Morgan Ellwood since 2012
- Jonathan Sutton-Scott-Tucker since 2018
First-time vs portfolio trustees
First-time (4)
- Charles Rendell since 2024
- Jonathan Sutton-Scott-Tucker since 2018
- Peter Geoffrey Osborne since 2025
- Rev Andrew Langley since 2021
Portfolio (6)
- Dawn Shepherd since 2021
- John Morgan Ellwood since 2012
- Michael Croft since 2024
- Michael Stuart Gordon since 2024
- Radovan Vuckovic since 2025
- Robin Springett since 2025
Sector coverageiThe charitable fields this board's trustees govern in elsewhere, by Charity Commission classification. Excludes this charity.
Other Charitable Purposes 8General Charitable Purposes 5The Prevention or Relief of Poverty 2Accommodation/housing 1Amateur Sport 1Disability 1Education/training 1
Gaps to watch
- No commercial or business experience on the board
Succession forecast
🔒 Succession forecast is a Pro feature - the board seats likely to open in the next year and the ideal next trustee. Explore Pro →
Network
Network
iThe large node is The Dartmouth Trust. Red nodes are organisations, white nodes are people. Dashed links are historical or inferred. Dashed blue-grey links are company secretaries. Click any node to explore.Most connected
Working out who is most connected...
Finances
6 financial years held, 2020 to 2025, years ending 30 September.
Income and expenditure
6 years · years end 30 SeptemberiHover over the chart, or focus it and use the left and right arrow keys, to read each year. Every figure is also in the table.Plain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.Detailed income and expenditure are filed only by charities with income over £500,000, so some years show the totals only.
Scroll sideways for earlier years
| Financial year | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|
| Totals | ||||||
| Total income | £858.63k | £755.41k | £752.38k | £775.76k | £768.56k | £828.75k |
| Total expenditure | £858.63k | £780.41k | £851.53k | £775.76k | £768.56k | £828.75k |
| Government income | ||||||
| Government contracts | Not reported | Not reported | Not reported | Not reported | Not reported | Not reported |
| Government grants | Not reported | Not reported | Not reported | Not reported | Not reported | Not reported |
| Income by source | ||||||
| Donations and legacies | Not reported | £0 | £0 | £0 | £0 | £0 |
| Legaciespart of donations and legacies | Not reported | £0 | £0 | £0 | £0 | £0 |
| Charitable activities | Not reported | £0 | £486.62k | £0 | £0 | £0 |
| Other trading activities | Not reported | £0 | £0 | £0 | £0 | £513.31k |
| Investments | Not reported | £749.75k | £264.93k | £775.40k | £756.78k | £271.30k |
| Endowments | Not reported | £0 | £0 | £0 | £0 | £0 |
| Other income | Not reported | £5.65k | £830 | £355 | £11.78k | £44.14k |
| Expenditure by type | ||||||
| Charitable activities | Not reported | £613.67k | £725.33k | £775.76k | £565.18k | £590.01k |
| Raising funds | Not reported | £166.74k | £126.20k | £0 | £203.38k | £238.73k |
| Grants to institutionspart of charitable activities | Not reported | £608.79k | £719.83k | £595.90k | £0 | £0 |
| Governance | Not reported | £4.88k | £5.50k | £4.76k | £5.76k | £10.67k |
| Investment management | Not reported | £166.74k | £126.20k | £0 | £197.62k | £238.73k |
| Other expenditure | Not reported | £0 | £0 | £0 | £0 | £0 |
Definitions
- Total income
- Everything the charity received in the year, from all sources, as shown on its annual return.
- Total expenditure
- Everything the charity spent in the year.
- Government contracts
- Income from contracts with central or local government or other public bodies, as the charity declared it. Not reported means the register shows no amount (N/A), which can mean none or that the question was not answered.
- Government grants
- Grants received from central or local government or other public bodies, as declared.
- Donations and legacies
- Gifts and donations, including Gift Aid, and money left to the charity in wills.
- Legacies
- Money left to the charity in wills. Legacies are part of donations and legacies, not extra to them.
- Charitable activities (income)
- Income earned by doing the charity's work, such as fees and contracts for services.
- Other trading activities
- Fundraising trading, such as charity shops, events and sponsorship.
- Investments
- Dividends, interest and rent from the charity's investments.
- Endowments
- New endowment funds received in the year.
- Charitable activities (expenditure)
- Spending on the charity's purposes, including any grants it makes.
- Raising funds
- The cost of fundraising and trading.
- Grants to institutions
- Grants paid to other organisations. Part of spending on charitable activities.
- Governance
- The cost of running the charity as an organisation, such as the audit and trustee meetings.
- Investment management
- The cost of managing the charity's investments.
Source: Charity Commission for England and Wales, register of charities (extract of 25 October 2026), annual returns, Open Government Licence v3.0. The register shows a rolling five years, so years it no longer shows come from older copies we hold: 2020 from a January 2026 copy of the register data.
Assets and liabilities
5 years with detailiHover over the chart, or focus it and use the left and right arrow keys, to read each year. Every figure is also in the table.Plain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.Scroll sideways for earlier years
| Financial year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Own use assets | £57.20k | £5.74m | £4.61m | £0 | £6.42m |
| Long-term investments | £12.74m | £7.08m | £6.44m | £13.11m | £6.59m |
| Other assets | £602.26k | £415.86k | £1.59m | £1.61m | £1.61m |
| Defined benefit pension schemea minus figure is a deficit | £0 | £0 | £0 | £0 | £0 |
| Total liabilities | £735.13k | £590.68k | £735.16k | £719.38k | £734.36k |
| Net assetsassets minus liabilities | £12.67m | £12.65m | £11.91m | £14.00m | £13.88m |
Definitions
- Own use assets
- Land, buildings, equipment and other fixed assets the charity uses for its work.
- Long-term investments
- Investments held for the long term, such as shares, bonds or property let to others.
- Other assets
- Current assets: cash, money owed to the charity and short-term investments.
- Defined benefit pension scheme
- The surplus (above zero) or deficit (below zero) on a final-salary type pension scheme.
- Total liabilities
- What the charity owes: creditors due within a year and after a year, and provisions. Drawn below zero in the chart and shown as a positive figure in the table, as the register does.
- Net assets
- Assets minus liabilities, including any pension surplus or deficit. Equal to total funds.
Source: Charity Commission for England and Wales, register of charities (extract of 25 October 2026), annual returns, Open Government Licence v3.0.
Funds and reserves
5 years with detailiHover over the chart, or focus it and use the left and right arrow keys, to read each year. Every figure is also in the table.Plain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.Scroll sideways for earlier years
| Financial year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Unrestricted funds | £439.95k | £320.86k | £305.41k | £348.95k | £328.45k |
| Restricted funds | £0 | £0 | £0 | £0 | £0 |
| Endowment funds | £12.23m | £12.33m | £11.60m | £13.65m | £13.55m |
| Total funds | £12.67m | £12.65m | £11.91m | £14.00m | £13.88m |
| Reservesas declared by the charity | £304.15k | £320.86k | £180.00k | £305.41k | £180.00k |
| Assets besides buildingsinvestments, cash and money owed to it, before debts | £13.34m | £7.50m | £8.04m | £14.72m | £8.20m |
Definitions
- Unrestricted funds
- Money the trustees can spend on any of the charity's purposes, including funds they have set aside (designated) themselves.
- Restricted funds
- Money that must be spent on particular purposes set by the donor or the terms of an appeal.
- Endowment funds
- Capital the charity must keep, either permanently or until the terms allow it to be spent.
- Total funds
- All funds together. Equal to net assets.
- Reserves
- The charity's own figure for unrestricted funds that are freely available, after setting aside fixed assets and designated funds. Charities explain their reserves policy in their annual report.
- Assets besides buildings
- Long-term investments plus other assets (cash, money owed to the charity and short-term investments), before its debts are paid. If declared reserves are larger than this, they must include buildings.
Source: Charity Commission for England and Wales, register of charities (extract of 25 October 2026), annual returns, Open Government Licence v3.0.
Accounts and annual returns
Register page (opens in a new tab)iPlain-English summaries of the Charity Commission's own definitions for the annual return. Figures are as the charity filed them.Reporting up to date
Every annual return and set of accounts arrived on time for 5 years.
| Year ending | Due by | Annual return | Accounts | Status | Documents |
|---|---|---|---|---|---|
| 30 September 2025 | 30 July 2026 | 4 March 2026 | 4 March 2026 | On time | On the register (opens in a new tab)Charity Commission |
| 30 September 2024 | 30 July 2025 | 6 March 2025 | 6 March 2025 | On time | On the register (opens in a new tab)Charity Commission |
| 30 September 2023 | 30 July 2024 | 11 April 2024 | 11 April 2024 | On time | On the register (opens in a new tab)Charity Commission |
| 30 September 2022 | 30 July 2023 | 20 March 2023 | 20 March 2023 | On time | On the register (opens in a new tab)Charity Commission |
| 30 September 2021 | 30 July 2022 | 6 April 2022 | 6 April 2022 | On time | On the register (opens in a new tab)Charity Commission |
Definitions
- Annual return
- The yearly return a charity sends to the Charity Commission. It is due 10 months after the end of the financial year. Charities with income over £10,000, and every CIO, must send one.
- Accounts
- The accounts and trustees' annual report. Required from charities with income over £25,000 and from every CIO; otherwise shown as Not required.
- On time
- Received on or before the due date.
- Late
- Received after the due date. The number of days is counted from the due date.
- Overdue
- Not received, and the due date has passed. Counted to today, or to the date a removed charity left the register.
- Qualified accounts
- The auditor or examiner raised a reservation about the accounts.
Source: Charity Commission for England and Wales, register of charities (annual return history), Open Government Licence v3.0. The register keeps the latest five years; earlier years come from older copies we hold. Accounts documents link to the Charity Commission register. Days late and overdue are worked out from the dates, as of 30 October 2026.
About
Purposes and governing document
Register page (opens in a new tab)Charitable objectsiAs filed with the Charity Commission. Clause breaks added for reading; the wording and capitals are unchanged.
- (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.
What it does
Who it helps
How it helps
- Where it operates
- Local authority: Devon
- Area of benefit
- DARTMOUTH as filed
- Governing document
- SCHEME
DATED 28/03/1988AS AMENDED BY RESOLUTION DATED 09/04/2014 as amended on 19 Jun 2019 as amended on 25 Feb 2025 as filed - Register history
- 24 April 1962Registered
Policies the charity says it has
Source: Charity Commission for England and Wales, register of charities (governing document, classification, area of operation, register history and policies), Open Government Licence v3.0.
About
- Website
- www.dartmouthtrust.org.uk (opens in a new tab)
- Registered
- 1962