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

Latest income
£2.2m
Latest spending
£2.2m
Registered
1981
Accounts read
FY2025

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

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.

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)

Total income
£2.2m
Total spending
£2.2m
Cost of raising funds
£41k
Reserves (reported)
£467k
Employees
41

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).

Trustees · trustee networks

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

Operates in: Northumberland

Income and spending

Financial year endIncomeSpending
30/11/2025£2.2m£2.2m
30/11/2024£1.9m£2.1m
30/11/2023£1.6m£1.8m
30/11/2022£1.7m£1.8m
30/11/2021£2.3m£1.6m

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.

FunderYearAmountPurpose (as stated by the funder)
BRUCE WAKE CHARITYFY2025£150k
E B M CHARITABLE TRUSTFY2023£25k
THE BAILY THOMAS CHARITABLE FUNDFY2024£20kTotal grants awarded in the period
H C D MEMORIAL FUNDFY2024£20kCommunity
E B M CHARITABLE TRUSTFY2025£15kGrant paid to institution
E B M CHARITABLE TRUSTFY2022£15k
E B M CHARITABLE TRUSTFY2024£15k
SIR JULES THORN CHARITABLE TRUSTFY2025£3kAnn Rylands Small Donations Programme
FRAZER TRUSTFY2024£3kLeisure activities, animals and wildlife
FRAZER TRUSTFY2022£3k
THE JOICEY TRUSTFY2025£3k
FRAZER TRUSTFY2025£2kLeisure activities, animals and wildlife
FRAZER TRUSTFY2023£2kChildren
SIR JOHN PRIESTMAN CHARITY TRUSTFY2024£2kSection 2(f)

Government & lottery funding

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

FunderDateAmountPurpose
Community Foundation North East22/01/2026£1kGrant to Northumbria Calvert Trust
Community Foundation North East11/12/2025£2kGrant to Northumbria Calvert Trust
Community Foundation North East04/12/2025£500Grant to Northumbria Calvert Trust
The National Lottery Community Fund30/10/2025£17kMoments in Nature
Community Foundation North East05/12/2024£500Grant to Northumbria Calvert Trust
Community Foundation North East14/11/2024£2kGrant to Northumbria Calvert Trust
Community Foundation North East10/02/2023£500Grant to Northumbria Calvert Trust
The National Lottery Community Fund22/07/2022£10kBuilding Inner Strength
Community Foundation North East25/11/2021£2kA grant to Northumbria Calvert Trust
Community Foundation North East26/08/2021£5kA grant to Northumbria Calvert Trust
Community Foundation North East20/05/2021£250A grant to Northumbria Calvert Trust
Community Foundation North East06/02/2019£500High Sheriff of Northumberland
Community Foundation North East09/04/2018£2kTowards running costs
Community Foundation North East21/03/2018£750High Sheriff of Northumberland Award
Community Foundation North East21/03/2018£750High Sheriff of Northumberland Award
Community Foundation North East07/03/2018£500Annual donation - in memory of Roger Spoor
Community Foundation North East01/09/2017£2kGeneral donation towards service delivery
Community Foundation North East05/07/2017£500Annual donation - in memory of Roger Spoor
Community Foundation North East20/02/2017£750Northumberland High Sheriff Award
Community Foundation North East26/09/2016£85General donation
Community Foundation North East12/09/2016£2kGeneral donation
Community Foundation North East19/07/2016£2kAnnual donation
Community Foundation North East09/01/2016£750High Sheriff of Northumberland Award
Community Foundation North East06/11/2015£2kTowards Respite subsidy for disabled adults from Tyne & Wear
Community Foundation North East15/09/2015£2kGeneral Donation

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
NORTHUMBRIA CALVERT TRUST£2.2m——above—no doubt
THE LAKE DISTRICT CALVERT TRUST FY2025£2.0m——unclear—no doubt
EXMOOR CALVERT TRUST FY2024£2.4m£70,001 - £80,0001above—no doubt
NORTHUMBERLAND NATIONAL PARK MOUNTAIN RESCUE TEAM FY2024£102k—0unclear—no doubt
NORTHUMBERLAND NATIONAL PARK FOUNDATION FY2025£103k—0within—no doubt
ACTIVE NORTHUMBERLAND FY2024£20.1m£120,000 - £129,999—unclear—not going concern

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