DARTMOUTH UNITED CHARITIES — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Other
Registered: 30 April 1962
Removed: Not supplied
Financial period: 1 May 2024 – 30 April 2025
Latest income: £510,739
Latest expenditure: £230,681
Gift Aid: No
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: No

Public contact address: 38 Victoria Road, DARTMOUTH, TQ6 9SA

Website recorded by the regulator: www.dartmouthunitedcharities.org.uk (displayed as text)

02 Activities

What the charity does

Dartmouth United Charities provides almshouse accommodation to poor persons of good character, who have lived in Dartmouth for two years before their appointment, or in exceptional circumstances, live outside the area but are otherwise qualified.It also makes grants to individuals and to organisations supporting Dartmouth residents who are in need, hardship or distress.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 May 2024
Fin Period End Date: 30 April 2025
Ar Cycle Reference: AR25
Reporting Due Date: 28 February 2026
Date Annual Return Received: 5 November 2025
Date Accounts Received: 5 November 2025
Total Gross Income: £510,739
Total Gross Expenditure: £230,681

Fin Period Start Date: 1 May 2023
Fin Period End Date: 30 April 2024
Ar Cycle Reference: AR24
Reporting Due Date: 28 February 2025
Date Annual Return Received: 30 October 2024
Date Accounts Received: 30 October 2024
Total Gross Income: £518,764
Total Gross Expenditure: £251,570

Fin Period Start Date: 1 May 2022
Fin Period End Date: 30 April 2023
Ar Cycle Reference: AR23
Reporting Due Date: 29 February 2024
Date Annual Return Received: 11 January 2024
Date Accounts Received: 11 January 2024
Total Gross Income: £537,660
Total Gross Expenditure: £225,959

Fin Period Start Date: 1 May 2021
Fin Period End Date: 30 April 2022
Ar Cycle Reference: AR22
Reporting Due Date: 28 February 2023
Date Annual Return Received: 31 October 2022
Date Accounts Received: 31 October 2022
Total Gross Income: £474,293
Total Gross Expenditure: £210,205

Fin Period Start Date: 1 May 2020
Fin Period End Date: 30 April 2021
Ar Cycle Reference: AR21
Reporting Due Date: 28 February 2022
Date Annual Return Received: 9 November 2021
Date Accounts Received: 9 November 2021
Total Gross Income: £476,420
Total Gross Expenditure: £175,603

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 May 2024
Fin Period End Date: 30 April 2025
Ar Due Date: 28 February 2026
Ar Received Date: 5 November 2025
Total Gross Income: £510,739
Total Gross Expenditure: £230,681
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 May 2023
Fin Period End Date: 30 April 2024
Ar Due Date: 28 February 2025
Ar Received Date: 30 October 2024
Total Gross Income: £518,764
Total Gross Expenditure: £251,570
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 May 2022
Fin Period End Date: 30 April 2023
Ar Due Date: 29 February 2024
Ar Received Date: 11 January 2024
Total Gross Income: £537,660
Total Gross Expenditure: £225,959
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 May 2021
Fin Period End Date: 30 April 2022
Ar Due Date: 28 February 2023
Ar Received Date: 31 October 2022
Total Gross Income: £474,293
Total Gross Expenditure: £210,205
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Grants: £1,542
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 May 2020
Fin Period End Date: 30 April 2021
Ar Due Date: 28 February 2022
Ar Received Date: 9 November 2021
Total Gross Income: £476,420
Total Gross Expenditure: £175,603
Charity Raises Funds From Public: No
Grant Making Is Main Activity: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £2
Income From Government Grants: £15,688
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 May 2024
Fin Period End Date: 30 April 2025
Ar Due Date: 28 February 2026
Ar Received Date: 5 November 2025
Income Donations And Legacies: 279712
Income Other Trading Activities: 0
Income Charitable Activities: 188282
Income Investments: 40945
Income Other: 1800
Income Total Income And Endowments: 510739
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £230,681
Expenditure Other: 0
Expenditure Total: 230681
Expenditure Investment Management: 0
Expenditure Grants Institution: 86585
Expenditure Governance: 11502
Expenditure Support Costs: 96650
Expenditure Depreciation: 1838
Gain Loss Investment: 9011
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 649687
Gain Loss Other: 0
Reserves: £4,200,071
Assets Total Fixed: 5268506
Assets Own Use: 5019819
Assets Long Term Investment: 248687
Defined Benefit Pension Scheme: 0
Assets Other Assets: £675,337
Assets Total Liabilities: £63,772
Assets Current Investment: 0
Assets Total Assets And Liabilities: £5,880,071
Creditors One Year Total Current: 63772
Creditors Falling Due After One Year: 0
Assets Cash: £660,060
Funds Endowment: 1680000
Funds Unrestricted: 4200071
Funds Restricted: 0
Funds Total: 5880071
Count Employees: 4
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 May 2023
Fin Period End Date: 30 April 2024
Ar Due Date: 28 February 2025
Ar Received Date: 30 October 2024
Income Donations And Legacies: 297948
Income Other Trading Activities: 0
Income Charitable Activities: 172012
Income Investments: 47177
Income Other: 1627
Income Total Income And Endowments: 518764
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £251,570
Expenditure Other: 0
Expenditure Total: 251570
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 8617
Expenditure Support Costs: 110913
Expenditure Depreciation: 779
Gain Loss Investment: 19715
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 33407
Gain Loss Other: 0
Reserves: £150,000
Assets Total Fixed: 4627830
Assets Own Use: 4370132
Assets Long Term Investment: 257698
Defined Benefit Pension Scheme: 0
Assets Other Assets: £1,039,131
Assets Total Liabilities: £57,937
Assets Current Investment: 0
Assets Total Assets And Liabilities: £5,609,024
Creditors One Year Total Current: 57937
Creditors Falling Due After One Year: 0
Assets Cash: £1,031,517
Funds Endowment: 1680000
Funds Unrestricted: 3929024
Funds Restricted: 0
Funds Total: 5609024
Count Employees: 3
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 May 2022
Fin Period End Date: 30 April 2023
Ar Due Date: 29 February 2024
Ar Received Date: 11 January 2024
Income Donations And Legacies: 359916
Income Other Trading Activities: 0
Income Charitable Activities: 156055
Income Investments: 21689
Income Other: 0
Income Total Income And Endowments: 537660
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £225,959
Expenditure Other: 0
Expenditure Total: 225959
Expenditure Investment Management: 0
Expenditure Grants Institution: 83077
Expenditure Governance: 7952
Expenditure Support Costs: 95079
Expenditure Depreciation: 0
Gain Loss Investment: -4679
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £3,642,115
Assets Total Fixed: 4494397
Assets Own Use: 4232859
Assets Long Term Investment: 261538
Defined Benefit Pension Scheme: 0
Assets Other Assets: £840,376
Assets Total Liabilities: £12,658
Assets Current Investment: 0
Assets Total Assets And Liabilities: £5,322,115
Creditors One Year Total Current: 12658
Creditors Falling Due After One Year: 0
Assets Cash: £830,539
Funds Endowment: 1680000
Funds Unrestricted: 3642115
Funds Restricted: 0
Funds Total: 5322115
Count Employees: 3
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Devon
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 107
Classification Type: What
Classification Description: Accommodation/housing

Classification Code: 310
Classification Type: How
Classification Description: Other Charitable Activities

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

08 Official extract

Charity Event History

Charity Name: DARTMOUTH UNITED CHARITIES
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1962-04-30T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: SCHEMES OF 20 JULY 1987 AND 11 AUGUST 1998, AMENDED BY ORDER DATED 24 FEBRUARY 2003 AND BY A RESOLUTION DATED 3 AUGUST 2005.AS AMENDED BY RESOLUTION DATED 19 JUL 2017 as amended on 02 Jul 2019 as amended on 02 Oct 2023
Charitable Objects: 1) FOR THE BENEFIT OF THE RESIDENTS IN THE ALMSHOUSES OF THE CHARITY. 2) RELIEF IN NEED FOR PERSONS RESIDENT IN THE AREA OF BENEFIT.
Area Of Benefit: PARISH OF DARTMOUTH

10 Official extract

Charity Policy

Policy Name: Financial reserves policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Investment

Policy Name: Risk management

Policy Name: Complaints handling

Policy Name: Paying staff

Policy Name: Conflicting interests

Policy Name: Internal risk management policy and procedures

Policy Name: Safeguarding policy and procedures