THE FRIENDS OF THE CALVERT TRUST (LAKE DISTRICT)

Registered charity 1067899 · accounts filings on the Charity Commission register

THE FRIENDS OF THE CALVERT TRUST (LAKE DISTRICT) is established for the furtherance of the work of the registered charity "THE LAKE DISTRICT CALVERT TRUST 270923".

Objects

THE FURTHERANCE OF THE WORK OF THE REGISTERED CHARITY "THE LAKE DISTRICT CALVERT TRUST" AS THE COMMITTEE DETERMINE FROM TIME TO TIME.

Area of benefit: NOT DEFINED

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

Causes: General Charitable Purposes · Disability · website · Get email alerts

Registered contact address: Cumberland, North West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity ended the year with a net surplus of £4,813.83, resulting in a resultant balance carried forward of £6,968.25. The charity holds no liabilities and has net free assets of £6,968.25. The trustees report no material uncertainties regarding the charity's ability to continue as a going concern.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Discloses 3 of 6 completeness components.

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.

• Complaints policy and procedures
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures

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)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 30/06/2023 (received 07/07/2024, 68 days after the 30/04/2024 due date).

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.

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

• Booths — “Through this partnership, Booths supports the Trust’s mission to provide life-changing outdoor activity experiences for people with disabili…” (source page)
• holidaycottages.co.uk — “Through this partnership, the company helps support the Trust’s mission of providing inclusive outdoor adventure experiences for people with…” (source page)
• Castlerigg Hall — “Castlerigg Hall Caravan, Camping & Glamping Park has partnered with the Lake District Calvert Trust to support inclusive outdoor adventure t…” (source page)

Public profiles (found on the charity’s own website): facebook · instagram

Trustees · trustee networks

• THE LAKE DISTRICT CALVERT TRUST · trustee of 1 other charity

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

Operates in: Cumbria

Income and spending

Common questions

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.

• THE LAKE DISTRICT CALVERT TRUST income £2.0m
• FRIENDS OF THE LAKE DISTRICT income £1.7m
• THE LAKE FOUNDATION CHARITABLE TRUST income £125k
• LAKE DISTRICT FOUNDATION income £487k
• THE FRIENDS OF CALCUTTA CATHEDRAL RELIEF SERVICE income £52k
• THE FRIENDS OF ST LEONARD'S FLAMSTEAD income £67k

Side by side with its peers

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