Finance Score: -1
Governance Score: 0
Support Score: 6
  • Excess reserves: -2
  • Multiple Deficits: -2
  • Fundraising costs low: +3
    • Grant maker support: +6
    Overall GiG Score: 5 ?

    EXMOOR CALVERT TRUST 

    Provision of Activity/ Educational based holidays for people with disabilities and their carers or family.
    Analysis by Giving is Great

    Positives:

    • Fundraising costs are low relative to funds raised
    • A significant proportion of recent income was derived from major grant makers including the Government

    Financial issues to consider:

    • This charity has substantial assets and unrestricted reserves of £3,840,684 available, equivalent to 27 months of spending and so may not be able to utilise additional funding
    • On several occasions in recent years income has been less than spending
    Established: 32 years

    https://calvertexmoor.org.uk

    exmoor@calvert-trust.org.uk

    01598763221

    Charity Commission for England and WalesCompanies HouseFacebookInstagramX
    UN SDGs
    ?

    Financial Data ?

    Income & Spending ?
    Sources of Income ?
    Y/E Income
    £k
    Spending
    £k
    Surplus/
    Deficit
    Fundraising
    Cost £k
    Total
    Funds £k
    Unrestricted
    Funds £k
    Mths
    Rsrvs
    Staff Volun-
    teers
    30/11/22£1,339£1,677£-339£109£3,960£3,84127.54970
    30/11/21£1,705£1,210£496£51£4,299£4,18841.53830
    30/11/20£889£1,266£-377£64£3,803£3,68634.94730
    30/11/19£1,388£1,607£-219£88£4,180£4,03830.25230
    30/11/18*£1,348£1,644£-296£73£4,399£4,17830.55535
    30/11/17£1,356£1,536£-180£41£4,696£4,59135.9580
    30/11/16£1,408£1,482£-74£51£4,876£4,68037.9420
    30/11/15£1,389£1,529£-140£40£4,965£4,85038.1420
    30/11/14£1,486£1,536£-50£25£5,105£5,00439.1410
    30/11/13£1,332£1,438£-106£26£5,155£5,06342.2420
    30/11/12£1,608£1,434£174£25£5,262£5,17843.3400
    30/11/11£1,751£1,444£307£54£5,088£4,61938.4410
    30/11/10£1,300£1,385£-85£72£4,780£4,56039.5420
    30/11/09£1,300£1,290£10£72£4,876£4,61742.9440
    30/11/08£1,396£1,213£183£79£4,961£4,49944.5420
    30/11/07£2,099£1,011£1,088£54£4,778£4,33651.5380
    30/11/06£1,253£939£313£0£0£0n/a00
    30/11/05£921£851£70£0£0£0n/a00
    30/11/04£786£835£-49£0£0£0n/a00

    Financial Ratios
    Fundraising Costs/Relevant Income: 8.4%
    Fundraising Costs/Total Spending: 6.5%
    Senior Staff Costs/Total Spending: 5%
    Highest pay band: £70,000-£80,000
    Liabilities/Assets: 15%
    Liabilities/Income: 53%
    Unrestricted Funds/Total Funds: 97%
    Reserves/Spending: 27.5 months
    Net Current Assets/Spending: 1 months
    Quick Ratio: 0.8
    Asset Split ?
    Listed activities
    • Accommodation/Housing
    • Amateur Sport
    • Disability
    • Education/Training
    • Environment/Conservation/Heritage
    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 works here?
    • 49 employees
    • 70 volunteers

    Who's supporting them? ?

    Donations from Grant Makers ?

    We have details on the following significant 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
    National Lottery Community Fund£19,579
    The Leathersellers' Company Charitable Fund£10,000
    Specific Donations
    Amount When
    Months
    To be used for
    Garfield Weston Foundation - Multi-Year Grant (2 Years) award
    £25,000 26/08/2022
    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 ....more
    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 ....more
    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 ....more
    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 ....more
    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 ....more
    Dulverton Trust - Young Carers Project
    £12,000 24/10/2012
    Young Carers Project
    Show more rows

    Data sourced from Donors via 360 Giving

    How is it governed?

    Trustees (10)
    Current Trustees appointed

    Age Range of Trustees:
    • SUSAN MAY Appointed: 2006, Occupation: Agriculture
    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
    • Complaints handling
    • Conflicting interests
    • Investment
    • Paying staff
    • Risk management
    • Safeguarding vulnerable beneficiaries
    • Volunteer management
    Filing Record
    19 returns made; AR18: 21 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

    Charity Commission for England and Wales
    360 Giving
    CharityBase
    Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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