EXMOOR CALVERT TRUST
Provision of Activity/ Educational based holidays for people with disabilities and their carers or family.
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.
What the accounts disclose
“During the year 1 employee received emoluments of £70,000 to £80,000.” — page 28
“During the year 1 employee received emoluments of £70,000 to £80,000.” — page 28
“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
“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
“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
Year-over-year changes
- Employees paid over £60,000: 0 (FY2023) → 1 (FY2024).
Corporate structure
- Registered company of the charity Companies House 02637448
Company officers (Companies House)
- BRACKENBURY, Glyn Peter on trustee list
- MACINTOSH, Alistair James on trustee list
- PETRIDES, Paul Bannerman on trustee list
- VANDERSTEEN, William John not on trustee list
- GREGSON, Christopher James not on trustee list
Property (HM Land Registry)
Structured financials (annual return, FY ending 30/11/2024)
Trustees
- Chris Gregson MAchair
- Alistair Macintosh
- Glyn Peter Brackenbury
- Paul Bannerman Petrides
- WILL VANDERSTEEN
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 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
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| Sport England | 16/04/2025 | £11k | Accessible Cycling Provision at Calvert Exmoor |
| Sport England | 31/05/2024 | £2k | Extraordinary Opportunity - Accessible Bikes Calvert Exmoor |
| Sport England | 18/03/2024 | £13k | New Accessible Bikes for Calvert Exmoor |
| The National Lottery Community Fund | 19/03/2021 | £10k | Beyond Covid– Accessible Activities for All |
| Sport England | 15/06/2020 | £10k | COVID-19 CEF |
| Somerset Community Foundation | 08/05/2019 | £10k | Bursary Support for adults with learning difficulties from Somerset |
| The National Lottery Community Fund | 03/05/2019 | £10k | Reach for the Heights at Calvert Trust |
| The National Lottery Community Fund | 10/05/2018 | £10k | Spooky Cycle |
| The National Lottery Community Fund | 16/11/2006 | £8k | Sensory Room |
| The National Lottery Heritage Fund | 21/03/2006 | £325k | "Accessing the History of Wistlandpound" |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| BRUCE WAKE CHARITY | 2 | £162k |
| THE EDWARD CADBURY CHARITABLE TRUST | 2 | £11k |
| THE DIXIE ROSE FINDLAY CHARITABLE TRUST | 2 | £6k |
| GOWLING WLG (UK) CHARITABLE TRUST | 2 | £3k |
| DORIS FIELD CHARITABLE TRUST | 2 | £3k |
| THE HELPING FOUNDATION | 1 | £979k |
| NORFOLK COMMUNITY FOUNDATION | 1 | £62k |
| THE BAND TRUST | 1 | £60k |
Charities like this
- THE LAKE DISTRICT CALVERT TRUST
- MOOR PARK CHARITABLE TRUST LIMITED
- NORTHUMBRIA CALVERT TRUST
- ACCESS COMMUNITY TRUST
- CHARMINSTER PRE-SCHOOL
- CONVALESCENT RETREAT LIMITED
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| EXMOOR CALVERT TRUST | £2.4m | £70,001 - £80,000 | 1 | above | — | no doubt |
| THE LAKE DISTRICT CALVERT TRUST | £2.0m | — | — | unclear | — | no doubt |
| MOOR PARK CHARITABLE TRUST LIMITED | £3.9m | £80,001 - £90,000 | 1 | below | — | material uncertainty |
| NORTHUMBRIA CALVERT TRUST | £2.2m | — | — | above | — | no doubt |
| ACCESS COMMUNITY TRUST | £5.9m | — | — | below | — | material uncertainty |
| CHARMINSTER PRE-SCHOOL | £189k | — | 0 | unclear | — | no doubt |