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.

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

Latest income
£2.4m
Latest spending
£1.9m
Registered
1991
Accounts read
FY2024

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

Highest-paid employee band: £70,001 - £80,000 — above the median for charities its size (£70k)
“During the year 1 employee received emoluments of £70,000 to £80,000.” — page 28
Per its FY2024 accounts as filed with the Charity Commission.
Employees paid over £60,000: 1
“During the year 1 employee received emoluments of £70,000 to £80,000.” — page 28
Per its FY2024 accounts as filed with the Charity Commission.
Reserves policy: three months' running costs (held: £4.0m)
“As a rule of thumb, the aim is to maintain an unrestricted cash reserve equivalent to three months' running costs. At the balance sheet date this would have amounted to just under £400,000.” — page 9
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Received £50,000 from The Blueberry Foundation, a charity in which trustee Jamie Morris is also a Trustee.
“During the year, Exmoor Calvert Trust received £50,000 from The Blueberry Foundation, a charity in which Jamie Morris is also a Trustee.” — page 35
“During the year Exmoor Calvert Trust received £Nil (2023: £24) from "The Calvert Trust”.” — page 35
Per its FY2024 accounts as filed with the Charity Commission.
Related-party transaction: Received £Nil from The Calvert Trust (co-ordination body for sister trusts).
“During the year, Exmoor Calvert Trust received £50,000 from The Blueberry Foundation, a charity in which Jamie Morris is also a Trustee.” — page 35
“During the year Exmoor Calvert Trust received £Nil (2023: £24) from "The Calvert Trust”.” — page 35
Per its FY2024 accounts as filed with the Charity Commission.

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

Year-over-year changes

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

Corporate structure

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.

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)

Total income
£2.4m
Total spending
£1.9m
Cost of raising funds
£87k
Reserves (reported)
£325k
Employees
36

Reported reserves equal ~2.1 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, cost of raising funds: 3.7% of total income — below the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

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

Operates in: Devon

Income and spending

Financial year endIncomeSpending
30/11/2024£2.4m£1.9m
30/11/2023£1.4m£1.8m
30/11/2022£1.3m£1.7m
30/11/2021£1.7m£1.2m
30/11/2020£889k£1.3m

Common questions

Is EXMOOR CALVERT TRUST financially healthy?

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. Its FY2024 accounts were audited by Westcotts (SW) LLP.

What does the highest-paid employee of EXMOOR CALVERT TRUST earn?

Per its FY2024 accounts, the highest-paid employee was in the £70,001 - £80,000 band, and 1 employees earned over £60,000.

Who funds EXMOOR CALVERT TRUST?

Funders whose own accounts filings name EXMOOR CALVERT TRUST as a grant recipient include THE ADRIAN SWIRE CHARITABLE TRUST, PETER DIXON CHARITABLE TRUST, THE BLUEBERRY FOUNDATION, THE CLARE MILNE TRUST, E B M CHARITABLE TRUST.

Known funders

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

FunderYearAmountPurpose (as stated by the funder)
THE ADRIAN SWIRE CHARITABLE TRUSTFY2023£100k
PETER DIXON CHARITABLE TRUSTFY2025£52k
THE BLUEBERRY FOUNDATIONFY2024£50khelp those with disability have an activity break
THE CLARE MILNE TRUSTFY2022£35k
THE ADRIAN SWIRE CHARITABLE TRUSTFY2021£25k
THE ADRIAN SWIRE CHARITABLE TRUSTFY2022£25k
THE CLARE MILNE TRUSTFY2024£20k
E B M CHARITABLE TRUSTFY2023£15k
THE PETS AT HOME FOUNDATIONFY2024£11kGrant Programme - Pets
THE FAIRFIELD CHARITABLE TRUSTFY2025£10k
THE FAIRFIELD CHARITABLE TRUSTFY2022£10k
PETER DIXON CHARITABLE TRUSTFY2024£10k
PETER DIXON CHARITABLE TRUSTFY2022£10k
E B M CHARITABLE TRUSTFY2022£10k
KATHLEEN BERYL SLEIGH CHARITABLE TRUSTFY2023£5k
CANTIACORUM FOUNDATIONFY2024£5k
PETER DIXON CHARITABLE TRUSTFY2023£5k
SOMERSET COMMUNITY FOUNDATIONFY2023£5k
KATHLEEN BERYL SLEIGH CHARITABLE TRUSTFY2024£5k
PETPLAN CHARITABLE TRUSTFY2023£5kCommunity Outreach Dog Care
CHARLES S FRENCH CHARITABLE TRUSTFY2023£5k
KATHLEEN BERYL SLEIGH CHARITABLE TRUSTFY2022£5k
SIR JULES THORN CHARITABLE TRUSTFY2025£4kAnn Rylands Small Donations Programme
EXETER CHIEFS FOUNDATIONFY2022£3k
CANTIACORUM FOUNDATIONFY2022£3k
CANTIACORUM FOUNDATIONFY2023£3k
SIR JULES THORN CHARITABLE TRUSTFY2023£3kAnn Rylands Small Donations
THE ALICE ELLEN COOPER-DEAN CHARITABLE FOUNDATIONFY2025£3k
EXETER CHIEFS FOUNDATIONFY2025£3k
EXETER CHIEFS FOUNDATIONFY2023£3k
EXETER CHIEFS FOUNDATIONFY2024£3k
THE EDGAR E LAWLEY FOUNDATIONFY2022£2k
SKIPTON BUILDING SOCIETY CHARITABLE FOUNDATIONFY2025£1k
SIR JULES THORN CHARITABLE TRUSTFY2025£1kAnn Rylands Small Donations Programme
CANTIACORUM FOUNDATIONFY2025£1k
HEREFORDSHIRE COMMUNITY FOUNDATIONFY2025£1k
THE SIR JAMES ROLL CHARITABLE TRUSTFY2023£1k
THE ARCHER TRUSTFY2023£1kCharitable activities
THE STEVEN BLOCH IMAGE OF DISABILITY CHARITABLE TRUSTFY2022£1k
THE HEATHCOAT TRUSTFY2025£1kCharitable organisations and general
THE BARBARA WARD CHILDREN'S FOUNDATIONFY2025£0
THE FAIRFIELD CHARITABLE TRUSTFY2023£0

Government & lottery funding

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

FunderDateAmountPurpose
Sport England16/04/2025£11kAccessible Cycling Provision at Calvert Exmoor
Sport England31/05/2024£2kExtraordinary Opportunity - Accessible Bikes Calvert Exmoor
Sport England18/03/2024£13kNew Accessible Bikes for Calvert Exmoor
The National Lottery Community Fund19/03/2021£10kBeyond Covid– Accessible Activities for All
Sport England15/06/2020£10kCOVID-19 CEF
Somerset Community Foundation08/05/2019£10kBursary Support for adults with learning difficulties from Somerset
The National Lottery Community Fund03/05/2019£10kReach for the Heights at Calvert Trust
The National Lottery Community Fund10/05/2018£10kSpooky Cycle
The National Lottery Community Fund16/11/2006£8kSensory Room
The National Lottery Heritage Fund21/03/2006£325k"Accessing the History of Wistlandpound"

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 THE LAKE DISTRICT CALVERT TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
EXMOOR CALVERT TRUST£2.4m£70,001 - £80,0001above—no doubt
THE LAKE DISTRICT CALVERT TRUST FY2025£2.0m——unclear—no doubt
MOOR PARK CHARITABLE TRUST LIMITED FY2025£3.9m£80,001 - £90,0001below—material uncertainty
NORTHUMBRIA CALVERT TRUST FY2025£2.2m——above—no doubt
ACCESS COMMUNITY TRUST FY2025£5.9m——below—material uncertainty
CHARMINSTER PRE-SCHOOL FY2025£189k—0unclear—no doubt

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