THE LAKE DISTRICT CALVERT TRUST

Registered charity 270923 · accounts filings on the Charity Commission register · also known as CALVERT TRUST - KESWICK, THE CALVERT TRUST (CHALLENGE FOR THE DISABLED)

The Lake District Calvert Trust aim to enable people with disabilities, together with their families and friends, to achieve their potential through the challenge of outdoor adventure in the countryside.

Objects

THE RELIEF OF DISABLED PERSONS BY: (A) THE PROVISION OF SPECIALISED FACILITIES WITHIN THE LAKE DISTRICT NATIONAL PARK;(B) EDUCATING AND SUPPLYING INFORMATION AND SERVICES TO OTHER PROVIDERS OF OUTDOOR PURSUITS AND ACTIVITIES IN ORDER TO IMPROVE THOSE PROVIDERS OWN SERVICE TO PEOPLE WITH DISABILITIES ; AND/OR(C) PROVIDING AND FACILITATING OUTDOOR PURSUITS ACTIVITIES TO PEOPLE WITH DISABILITIES (WHETHER IN THE LAKE DISTRICT NATIONAL PARK OR ELSEWHERE IN THE UNITED KINGDOM OR OVERSEASWITH THE OBJECT OF IMPROVING THE CONDITIONS IN LIFE FOR PEOPLE WITH DISABILITY AND AIMING TO ENSURE THAT DISABLED PEOPLE CAN BENEFIT FROM OUTDOOR ACTIVITIES IN THE SAME OR SUBSTANTIALLY THE SAME WAY AS ABLE BODIED PEOPLE.

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: 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 reported a net deficit of £181,343 for the year, following a significant deficit in the prior year. Per the trustees' report, free/unrestricted reserves are nil, and the charity relies on loan facilities totalling £503,517 to provide working capital until reserves can be rebuilt.

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

What the accounts disclose

Accounts audited by David Allen. 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.

• Bullying and harassment policy and procedures
• Campaigns and political activity policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Engaging external speakers at charity events policy and procedures
• 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.

Public fundraising profile: JustGiving — The Lake District Calvert Trust (matched by registered charity number).

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)

Property (HM Land Registry)

8 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.

CQC provider record: The Lake District Calvert Trust — Deregistered, 1 registered location, last inspected 05/04/2023.charity number confirmed by CQC CQC record

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

Structured financials (annual return, FY ending 30/11/2025)

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 4.7 months; benchmarks).

Per its annual return, cost of raising funds: 5.6% of total income — above the median for charities its size (5.3%) (benchmarks).

Register events

• Received assets from another charity (30/07/2024) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (14/07/2023) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (26/04/2018) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Anne Louise dunn
• Anthony David Glynn
• Charlotte Hubbard
• Emily Jane Flynn
• Hannah Richardson
• Ian Stuart Lowthian
• Martin Mullin
• Myles Thompson
• Srinivas Madipalli · trustee of 1 other charity

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

Operates in: Cumbria

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 LAKE DISTRICT FOUNDATION.

• LAKE DISTRICT FOUNDATION income £487k
• THE FRIENDS OF THE CALVERT TRUST (LAKE DISTRICT) income £86k
• THE LYNEAL TRUST income £81k
• THE WHEELYBOAT TRUST income £209k
• COTSWOLD LAKES TRUST income £582k
• THE LARCHES TRUST LIMITED income £35k

Side by side with its peers

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