NORTHUMBRIA CALVERT TRUST
Registered charity 511851 · accounts filings on the Charity Commission register · also known as CALVERT TRUST KIELDER, Calvert Kielder, NORTHUMBRIA CALVERT TRUST LIMITED, THE NORTHUMBRIA CALVERT TRUST
Our mission is to enable people with disabilities together with their families and friends to achieve their potential through the challenge of outdoor adventure in the countryside.To do this we run a purpose built fully accessible 110 bedded residential activity centre on the shores of Kielder Water in Northumberland. A wide range of land and water based activities are provided and personal care.
Causes: Education/training · Disability · Amateur Sport · website · Get email alerts
Financial health, per its FY2025 accounts
The accounts state that total income increased to £2,189,186, driven by higher sales in catered centre, respite care, and self-catering services. Despite a £189,474 loss before depreciation and fundraising costs due to rising wage and supplier expenses, the charity ended the year with a net asset increase and unrestricted reserves of £466,769. The trustees confirm the charity has a strong positive cash position and adequate resources to continue as a going concern.
Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Reserves policy: minimum level of unrestricted cash of £100,000 within total unrestricted net current assets of £400,000 (held: £467k)
“The Trustees have adopted a risk-based approach to reserves, and the policy is, when finances allow, to hold a minimum level of unrestricted cash of £100,000 within total unrestricted net current assets of £400,000.” — page 8
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Exmoor Calvert Trust received donations of £Nil and Northumbria Calvert Trust recharged fundraising expenses of £Nil. At the balance sheet date there is a creditor of £3,639.
“Exmoor Calvert Trust is a sister charity of Northumbria Calvert Trust. During the year Exmoor Calvert Trust received donations of £Nil (2024: £3,615) and Northumbria Calvert Trust recharged fundraising expenses of £Nil (2024: £4,364). At the balance sheet date there is a creditor of £3,639 (2024: debtor of £412).” — page 35
“The Lake District Calvert Trust is a sister charity of Northumbria Calvert Trust. During the year The Lake District Calvert Trust received donations of £Nil (2024: £1,656) and was recharged fundraising expenses of £270 (2024: £255). At the balance sheet date the amount due was £Nil (2024: £Nil).” — page 36
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: The Lake District Calvert Trust received donations of £Nil and was recharged fundraising expenses of £270. At the balance sheet date the amount due was £Nil.
“Exmoor Calvert Trust is a sister charity of Northumbria Calvert Trust. During the year Exmoor Calvert Trust received donations of £Nil (2024: £3,615) and Northumbria Calvert Trust recharged fundraising expenses of £Nil (2024: £4,364). At the balance sheet date there is a creditor of £3,639 (2024: debtor of £412).” — page 35
“The Lake District Calvert Trust is a sister charity of Northumbria Calvert Trust. During the year The Lake District Calvert Trust received donations of £Nil (2024: £1,656) and was recharged fundraising expenses of £270 (2024: £255). At the balance sheet date the amount due was £Nil (2024: £Nil).” — page 36
Per its FY2025 accounts as filed with the Charity Commission.
Accounts audited by Azets Audit Services. Discloses 4 of 6 completeness components.
Year-over-year changes
- Reserves position vs the charity's own policy moved from "below" (FY2024) to "above" (FY2025).
Comparing this charity’s FY2024 and FY2025 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.
- HAZON, Stewart — director, appointed 22/03/2024on trustee list
- HUGHES, Jacqueline Susan — director, appointed 22/09/2023on trustee list
- SPOOR, Jessica — director, appointed 25/03/2023on trustee list
- SPOOR, Mark Daniels — director, appointed 25/03/2023on trustee list
- KING, Gill — director, appointed 09/04/2022on trustee list
- STRAKER, Peter Henry — director, appointed 22/09/2011on trustee list
- SCHOOLER, Marion Fiona — director, appointed 18/10/2007on trustee list
- CHARLTON, Anna Maria, Dr — director, appointed 18/10/2007on trustee list
- GRAY, Clive — secretary, appointed 24/06/2026
Official officers record.
Property (HM Land Registry)
4 registered titles in England and Wales held by the charity’s company or corporate body (4 freehold); recorded price paid £115k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.
CQC provider record: Northumbria Calvert Trust — Registered, 1 registered location, 1 regulated activity, last inspected 30/03/2020.charity number confirmed by CQC CQC record
Structured financials (annual return, FY ending 30/11/2025)
Cost of raising funds
£41k
Reported reserves equal ~2.6 months of spending — below the median for charities its size (median 4.8 months; benchmarks).
Per its annual return, largest income source: Charitable activities (78% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.
Per its annual return, cost of raising funds: 1.9% of total income — below the median for charities its size (5.2%) (benchmarks).
Care Quality Commission ratings
CQC inspection ratings for services run by a provider matching this charity’s name (matched by name; verify provider identity on CQC’s site).
- Calvert Trust Kielder: Good (06/05/2020) · CQC record
- Peter John Vincent Cockerillchair
- Dr ANNA CHARLTON
- Gill King · trustee of 1 other charity
- Jacqueline Susan Hughes
- Jessica Spoor
- Marion Schooler
- Mark Daniels Spoor
- PETER STRAKER
- Stewart Hazon
Trustee list from the Charity Commission register (current, not historical).
Operates in: Northumberland
Income and spending
Common questions
Is NORTHUMBRIA CALVERT TRUST financially healthy?
Per its FY2025 accounts: The accounts state that total income increased to £2,189,186, driven by higher sales in catered centre, respite care, and self-catering services. Despite a £189,474 loss before depreciation and fundraising costs due to rising wage and supplier expenses, the charity ended the year with a net asset increase and unrestricted reserves of £466,769. The trustees confirm the charity has a strong positive cash position and adequate resources to continue as a going concern. Its FY2025 accounts were audited by Azets Audit Services.
Who funds NORTHUMBRIA CALVERT TRUST?
Funders whose own accounts filings name NORTHUMBRIA CALVERT TRUST as a grant recipient include BRUCE WAKE CHARITY, E B M CHARITABLE TRUST, THE BAILY THOMAS CHARITABLE FUND, H C D MEMORIAL FUND, SIR JULES THORN CHARITABLE TRUST.
Known funders
Grants to this charity found in funders’ own accounts filings.
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 THE LAKE DISTRICT CALVERT TRUST.
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.