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THE DARTMOUTH TRUST and DARTMOUTH UNITED CHARITIES


he Dartmouth Trust and the Dartmouth United Charities are seeking to recruit Co-optative Trustees with skills and experience in finance and investment who are able to support their local community.


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The Dartmouth Trust (the Trust) and the Dartmouth United Charities (the DUC) are both long-established local charities which have evolved, under Charity Commission guidance, from a number of bequests dating back in some cases from as early as the 17th century. The two organisations were created to manage a number of charitable bequests for the benefit of the town and its community and their work has considerable impact on the fabric of Dartmouth life. The Trust’s purpose is to administer and manage a


portfolio of properties in Dartmouth – residential and commercial - currently valued at slightly more than £10 million and with an annual turnover of around £0.5 million. These properties, all centrally situated, are owned freehold and are let at market rents to generate income for the benefit of three other charities including the DUC. The DUC provides Almshouse accommodation for residents of Dartmouth as well as making donations to local people in need and to local organisations serving such people. The DUC owns several houses on the level part of Victoria Road converted into self-contained flats, occupied under licence, usually by people of mature age. The DUC has been supportive of the work of Dartmouth Caring, for example, and has recently donated £25,000 to that organisation to be applied for the benefit of local people in need. Similarly, donations have also been made to other local organisations including the Dartmouth Food Bank to help them in assisting the local community. DUC Trustees have decided to trial the provision of family Almshouses for local people in need and this project is in the course of development. Both charities are managed by voluntary Trustees’ boards, with assistance from a salaried staff. Each charity has a governing document which sets out the responsibility of its Trustees. The Charity Commission’s website contains a wealth of information including considerable guidance for Trustees and prospective Trustees. Both charities prepare audited financial statements each year and these, along with Annual Returns, are filed with the Charity Commission and can be accessed through the Charity Commission’s website. The Trustee bodies meet at


regular intervals to discharge the work of their charity. Thanks to the historic generosity of bequests and sensible management of its investments over time, the Trust’s activities generate a good return which is distributed to its beneficiaries every year. In excess of £1m has been paid out for the benefit of Dartmouth and its community, over the past 5 years alone. Surplus income is distributed every year to three charities serving the local community as follows: • 1/2 goes to Dartmouth United Charities – to be applied as outlined above. • 1/3 goes to the Ecclesiastical Charity – where the money must be used for the repair and maintenance of the Anglican Churches of Dartmouth. • 1/6 goes to the Public Purposes Charity, administered by the Dartmouth Town Council.


TRUSTEE VACANCIES Financial background highly desirable


Dartmouth Trust Dartmouth United Charities


Dartmouth Trust and Dartmouth United Charities are local charities operating in Dartmouth.


The Dartmouth Trust owns and manages commercial and residential properties in Dartmouth, raising funds to support three beneficiary charities including Dartmouth United Charities (DUC).


The DUC provides almshouse accommodation in Dartmouth for local people and makes donations to local people in need, or to organisations serving them.


In both cases Trustees share in all decision making processes behind the provision of these facilities and services and are supported by staff.


We are particularly seeking trustees with skills in finance and investment. An awareness of economic and social issues affecting the local community is helpful.


The roles are voluntary and involve at least 4 meetings a year.


If you have such skills and the time and energy to devote to either charity, or for further information, please contact: The Administrator,


Dartmouth Trust and Dartmouth United Charities


First Floor, 3 The Quay,Dartmouth,TQ6 9PS or Telephone 01803-835006


E-mail: info@dartmouthunitedcharities.org.uk info@dartmouthtrust.org.uk


Website: www.dartmouthtrust.org.uk Closing date: 5th


November 2012


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