EXMOOR CALVERT TRUST

Registered charity 1005776 · accounts filings on the Charity Commission register · also known as CALVERT TRUST EXMOOR

Provision of Activity/ Educational based holidays for people with disabilities and their carers or family.

Objects

' 1.TO ASSIST AND IMPROVE THE LIVES OF PEOPLE WITH DISABILITIES OR WHO ARE OTHERWISE DISADVANTAGED BY THEIR AGE (YOUNG OR OLD) OR SOCIAL OR ECONOMIC CIRCUMSTANCES, PROVIDED ALWAYS THAT PRIORITY BE AFFORDED TO PEOPLE WITH DISABILITIES, BY THE PROVISION OF:A.COACHING, SUPPORT, SUPERVISION AND GUIDANCE THROUGH CHALLENGING AND ADVENTUROUS ACTIVITIES IN THE COUNTRYSIDE; ANDB.USING SPECIALISED INDOOR AND OUTDOOR FACILITIES;2.TO PROVIDE A LEARNING ENVIRONMENT TO PROMOTE THE EDUCATION OF:A.THOSE WITH DISABILITIES; AND B.THOSE CARING FOR AND SUPPORTING PERSONS WITH DISABILITIES IN ORDER TO PROMOTE A BETTER UNDERSTANDING OF THE ISSUES AND CHALLENGES PERSONS WITH DISABILITIES FACE, FOR THEM AND OTHERS TO GAIN KNOWLEDGE, CONFIDENCE, SELF-ESTEEM AND NEW SKILLS THEREBY IMPROVING THEIR QUALITY OF LIFE AND AT THE SAME TIME CHALLENGE SOCIETY'S PERCEPTION OF WHAT DISABLED PEOPLE CAN ACHIEVE. 3. PROMOTION OF THE OBJECTS OF ORGANISATIONS WITH SIMILAR AIMS INCLUDING BUT NOT LIMITED TO THE RIDING FOR THE DISABLED ASSOCIATION INCORPORATING CARRIAGE DRIVING (CHARITY NUMBER 244108)'

Area of benefit: IN PRACTICE EXMOOR

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Disability · Accommodation/housing · Amateur Sport · Environment/conservation/heritage · Get email alerts

Registered contact address: Exeter, South West, England (from the postcode on the register)

Financial health, per its FY2024 accounts

The accounts state that the charity achieved a net surplus of £503,663 for the year ended 30 November 2024, following a significant emergency appeal that exceeded its target. The trustees report that unrestricted cash reserves are now sufficient to continue operating through 2025 and 2026, having previously faced a risk of running out of cash. The charity operates a defined contribution pension scheme and has no disclosed pension deficit.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Westcotts (SW) LLP. Discloses 5 of 6 completeness components.

Year-over-year changes

• Employees paid over £60,000: 0 (FY2023) → 1 (FY2024).

Comparing this charity’s FY2023 and FY2024 accounts as analysed by this site.

Insolvency history (Companies House)

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Paying staff
• Risk management
• Safeguarding policy and procedures
• Safeguarding vulnerable beneficiaries
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures
• Volunteer management

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

1 annual return is past its due date with no recorded received date (Charity Commission register).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Corporate structure

• Registered company of the charity Companies House 02637448 · Financial health read from its filings

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

• BRACKENBURY, Glyn Peter — director, appointed 14/09/2024on trustee list
• MACINTOSH, Alistair James — director, appointed 06/10/2023on trustee list
• PETRIDES, Paul Bannerman — director, appointed 29/04/2017on trustee list
• VANDERSTEEN, William John — director, appointed 05/11/2016not on trustee list
• GREGSON, Christopher James — director, appointed 11/11/1994not on trustee list

Official officers record.

Property (HM Land Registry)

3 registered titles in England and Wales held by the charity’s company or corporate body (3 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Structured financials (annual return, FY ending 30/11/2024)

Reported reserves equal ~2.1 months of spending — in the bottom quarter for charities its size (median 4.7 months; benchmarks).

Per its annual return, cost of raising funds: 3.7% of total income — below the median for charities its size (5.3%) (benchmarks).

Trustees · trustee networks

• Chris Gregson MAchair
• Alistair Macintosh · trustee of 1 other charity
• Glyn Peter Brackenbury
• Paul Bannerman Petrides · trustee of 1 other charity
• WILL VANDERSTEEN

Trustee list from the Charity Commission register (current, not historical).

Operates in: Devon

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

Grants marked “Unverified read” were flagged by automated checks as possibly misread from the funder’s filed accounts. They are listed, but left out of the totals, counts and funder relationships this site computes.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with PARCHMENT TRUST.

• PARCHMENT TRUST income £4.3m
• EXETER VINEYARD CHURCH income £138k
• ELEANOR PALMER TRUST income £3.8m
• THE PENDERELS TRUST LIMITED income £9.5m
• TRELOAR TRUST income £32.3m
• CALVARY CHAPEL OXFORD LIMITED income £174k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.