Finance Score: 1

Governance Score: 9

Support Score: 5

Poor Liquidity: -1
Good Reserves: +1Multiple Deficits: -2
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +5

Overall GiG Score: 15

EXMOOR CALVERT TRUST

Provision of Activity/ Educational based holidays for people with disabilities and their carers or family.

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
Fundraising costs are low relative to funds raised
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
30/11/23		£1,397	£1,753	£-357	£72	£3,603	£3,555	24.3	37	80
30/11/22		£1,339	£1,677	£-339	£109	£3,960	£3,841	27.5	49	70
30/11/21		£1,705	£1,210	£496	£51	£4,299	£4,188	41.5	38	30
30/11/20		£889	£1,266	£-377	£64	£3,803	£3,686	34.9	47	30
?30/11/19		£1,388	£1,607	£-219	£88	£4,180	£4,038	30.2	52	30
30/11/18	*	£1,348	£1,644	£-296	£73	£4,399	£4,178	30.5	55	0
30/11/17		£1,356	£1,536	£-180	£41	£4,696	£4,591	35.9	58	0
30/11/16		£1,408	£1,482	£-74	£51	£4,876	£4,680	37.9	42	0
30/11/15		£1,389	£1,529	£-140	£40	£4,965	£4,850	38.1	42	0
30/11/14		£1,486	£1,536	£-50	£25	£5,105	£5,004	39.1	41	0
30/11/13		£1,332	£1,438	£-106	£26	£5,155	£5,063	42.2	42	0
30/11/12		£1,608	£1,434	£174	£25	£5,262	£5,178	43.3	40	0
30/11/11		£1,751	£1,444	£307	£54	£5,088	£4,619	38.4	41	0
30/11/10		£1,300	£1,385	£-85	£72	£4,780	£4,560	39.5	42	0
30/11/09		£1,300	£1,290	£10	£72	£4,876	£4,617	42.9	44	0
30/11/08		£1,396	£1,213	£183	£79	£4,961	£4,499	44.5	42	0
30/11/07		£2,099	£1,011	£1,088	£54	£4,778	£4,336	51.5	38	0
30/11/06		£1,253	£939	£313	n/a	n/a	n/a	n/a	n/a	n/a
30/11/05		£921	£851	£70	n/a	n/a	n/a	n/a	n/a	n/a
30/11/04		£786	£835	£-49	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 5.4%
Fundraising Costs/Total Spending: 4.1%
Senior Staff Costs/Total Spending: 4%
Highest pay band: £60,000-£70,000
Liabilities/Assets: 17%
Liabilities/Income: 53%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 24.3 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.3

Asset Split ?

Balance Sheet History

Established: 33 years

https://calvertexmoor.org.uk

exmoor@calvert-trust.org.uk

01598763221

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Amateur Sport
Disability
Education/Training
Environment/Conservation/Heritage

GiG Classification

Sports & recreational facilities

How it operates

Provides buildings/facilities/open space
Provides human resources
Provides services

Where it operates

Devon,

Who it helps

Children/Young People
People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

DCMS	£106,243
Garfield Weston Foundation	£55,000
The Leathersellers' Company Charitable Fund	£10,000
National Lottery Community Fund	£9,923

Specific Donations

Amount	When Months	To be used for
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£25,000	26/08/2022 24	Breaking down barriers
Sir Jules Thorn Charitable Trust - Exmoor Calvert Trust - 19/10/21
£2,000	10/11/2021	Core Funding
National Lottery Community Fund - Beyond Covid– Accessible Activities for All
£9,923	19/03/2021 3	The funding will be used towards the purchase of adapted equipment and instructor costs which will enable the organisation to provide water and land based accessible activities to disabled people and their families.
Garfield Weston Foundation - Main Grants award - COVID19 response
£30,000	29/01/2021	Next Steps Appeal - Supporting disabled people from Isolation to Inclusion
The Leathersellers' Company Charitable Fund - Grant to Exmoor Calvert Trust
£10,000	07/12/2020 12	Covid additional main grant unrestricted core costs
DCMS - Coronavirus Community Support Fund
£106,243	19/08/2020	"The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public ....more "The fund aims to:1) To reduce closures of essential charities that provide essential services to vulnerable groups during the COVID-19 crisis by ensuring they have the financial resources to operate, thereby reducing the burden on public services.2) To ensure essential services are provided to vulnerable people, both in the short and long term through increased community support through the work of charitable organisations."
Sport England - COVID-19 CEF
£9,920	15/06/2020 4	Funding under Sport England's COVID-19 Community Emergency Fund funding programme for a Revenue project titled COVID-19 CEF. This project is a Equestrian project, with a focus on beneficiaries with a disability.
Somerset Community Foundation - Bursary Support for adults with learning difficulties from Somerset
£10,000	08/05/2019 11	Bursaries for adults with learning disabilities and autism to attend residential visits on Exmoor
National Lottery Community Fund - Reach for the Heights at Calvert Trust
£9,656	03/05/2019 12	The funding will be used to provide outdoor activities for people with disabilities and their families. The project aims to develop new skills, increase independence and bring people together.
National Lottery Community Fund - Spooky Cycle
£9,569	10/05/2018 12	The project will organise a bike race and run where people with and without disabilities support each other to complete the challenge, giving people a sense of achievement, and building relationships and understanding within the community.
The Leathersellers' Company Charitable Fund - Grant to Exmoor Calvert Trust
£60,000	10/03/2017	Main Grant unrestricted core costs
National Lottery Community Fund - Uniting Families with Disabilities
£50,000	28/11/2013 12	The project will provide short activity breaks for disabled children and their families. This programme of short breaks is different in as much as it is not solely for the disabled child - the whole family will take part in the activities together.
Dulverton Trust - Young Carers Project
£12,000	24/10/2012	Young Carers Project

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 46-72

ALISTAIR MACINTOSH Appointed: 2023, Occupation: Charity Worker

CHRIS GREGSON MA (Chair)

GLYN PETER BRACKENBURY Appointed: 2024, Occupation: Management Consultant

JAMES PETER MORRIS Appointed: 2024, Occupation: Company Director

PAUL BANNERMAN PETRIDES Appointed: 2017, Occupation: Retired

TERESA TURNER Appointed: 2015, Occupation: Accountant

WILL VANDERSTEEN Appointed: 2016, Occupation: Hr Consultant

Legal constitution

Charitable company registered in England & Wales on 12/11/1991, number: 1005776
Registered at Companies House on 13/08/1991, number: 02637448

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
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
Social media policy and procedures
Volunteer management

Filing Record

20 returns made; AR18: 20 days late,

Main office

WISTLANDPOUND
KENTISBURY
BARNSTAPLE
DEVON
EX31 4SJ

Objectives

' 1.TO ASSIST AND IMPROVE THE LIVES OF PEOPLE WITH DISABILITIES OR WHO ARE OTHERWISE DISADVANTAGED BY THEIR AGE (YOUNG OR OLD) OR SOCIAL OR ECONOMIC CIRCUMSTANCES, PROVIDED ALWAYS THAT PRIORITY BE AFFORDED TO PEOPLE WITH DISABILITIES, BY THE PROVISION OF:A.COACHING, SUPPORT, SUPERVISION AND GUIDANCE THROUGH CHALLENGING AND ADVENTUROUS ACTIVITIES IN THE COUNTRYSIDE; ANDB.USING SPECIALISED INDOOR AND OUTDOOR FACILITIES;2.TO PROVIDE A LEARNING ENVIRONMENT TO PROMOTE THE EDUCATION OF:A.THOSE WITH DISABILITIES; AND B.THOSE CARING FOR AND SUPPORTING PERSONS WITH DISABILITIES IN ORDER TO PROMOTE A BETTER UNDERSTANDING OF THE ISSUES AND CHALLENGES PERSONS WITH DISABILITIES FACE, FOR THEM AND OTHERS TO GAIN KNOWLEDGE, CONFIDENCE, SELF-ESTEEM AND NEW SKILLS THEREBY IMPROVING THEIR QUALITY OF LIFE AND AT THE SAME TIME CHALLENGE SOCIETY'S PERCEPTION OF WHAT DISABLED PEOPLE CAN ACHIEVE. 3. PROMOTION OF THE OBJECTS OF ORGANISATIONS WITH SIMILAR AIMS INCLUDING BUT NOT LIMITED TO THE RIDING FOR THE DISABLED ASSOCIATION INCORPORATING CARRIAGE DRIVING (CHARITY NUMBER 244108)'

Defined Area of Benefit:

IN PRACTICE EXMOOR

Data Sources

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