Overall GiG Score: 13 ?
Finance Score: -2
Governance Score: 9
Support Score: 6
  • Excess liquidity: -1
  • Reasonable growth: +1
  • Multiple Deficits and declines: -5
  • Fundraising costs low: +3
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Grant maker support: +6

THE LAKE DISTRICT CALVERT TRUST 

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.
Analysis by Giving is Great

Positives:

  • There has been reasonable growth in spending over the last 3 years relative to the previous period
  • Fundraising costs are low relative to funds raised
  • A significant proportion of recent income was derived from major grant makers including the Government
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

  • Liquidity appeared to be considerably in excess of CC guidelines at the latest year end
  • Income has been volatile and on several occasions in recent years less than spending
Established: 48 years

www.calvertlakes.org.uk

finance@calvertlakes.org.uk

01768772255

Charity Commission for England and WalesCompanies House

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£2,140£2,909£-769£126£5,304£5,18821.46966
30/11/21£2,687£2,202£484£103£6,100£5,90332.26285
30/11/20£1,135£1,871£-736£92£5,612£5,47835.16195
30/11/19£2,753£1,920£833£93£6,415£5,94537.15285
30/11/18£1,742£1,695£47£73£5,533£5,43338.55185
30/11/17£1,618£1,669£-51£48£5,494£5,22237.5490
30/11/16£2,022£1,847£175£212£5,492£5,19333.7550
30/11/15£1,549£1,678£-128£113£5,292£5,10336.5370
30/11/14£1,495£1,589£-94£108£5,423£5,23439.5350
30/11/13£1,502£1,589£-87£92£5,500£5,36240.5280
30/11/12£1,517£1,456£61£67£5,555£5,40544.5310
30/11/11£1,808£1,352£456£106£5,494£5,40047.9310
30/11/10£2,715£1,361£1,354£188£5,053£2,97926.3320
30/11/09£1,438£1,273£165£177£3,677£3,30231.1300
30/11/08£1,248£1,186£63£188£3,457£3,12431.6370
30/11/07£850£935£-85£76£3,632£3,49944.9330
30/11/06£1,007£889£117£0£0£0n/a00
30/11/05£702£874£-172£0£0£0n/a00
30/11/04£684£748£-64£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 6.1%
Fundraising Costs/Total Spending: 4.5%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £70,000-£80,000
Liabilities/Assets: 12%
Liabilities/Income: 35%
Unrestricted Funds/Total Funds: 98%
Reserves/Spending: 21.4 months
Net Current Assets/Spending: 2 months
Quick Ratio: 0.5
Asset Split ?
What it does
  • Disability
Who works here?
  • 69 employees
  • 66 volunteers
Who it helps
  • People With Disabilities
How it operates
  • Provides services
Where it operates
  • Cumbria,

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
National Lottery Community Fund£190,397
Garfield Weston Foundation£50,000
Cumbria Community Foundation£25,372
Sport England£18,290
Specific Donations
Amount When
Months
To be used for
The Grocers' Charity - 2023 Match - Calvert Trust the Lake District
£500 07/12/2022
To support disabled people
Cumbria Community Foundation - Running costs
£5,000 06/01/2022
Running costs
Wates Family Enterprise Trust - LDCT - Aug 21
£5,000 29/07/2021
Core costs to extend the life expectancy of the organisation.
Sport England - Toyota Parasport Calvert Reconnections
£4,999 12/07/2021
17
Funding under Sport England's Toyota Parasport Fund funding programme for a Revenue project titled Toyota Parasport Calvert Reconnections. This project is a Multi Sports project, with a focus on ....more
Sir George Martin Trust - Grant to Calvert Trust, Lake District
£3,000 07/07/2021
Core costs for Disability Support & Activities
Sir George Martin Trust - Grant to Calvert Trust, Lake District
£3,000 07/07/2021
Core costs for Disability Support & Activities
Sport England - COVID19 Return to Play
£9,911 10/06/2021
6
Funding under Sport England's Return to Play - Small Grants funding programme for a Revenue project titled COVID19 Return to Play. This project is a Multi Sports project, with a focus on ....more
The Grocers' Charity - 2021 - Calvert Trust the Lake District
£5,000 24/03/2021
Contribute to prevent the closure of two Calvert Trust sites, a lifeline for children and adults living with impairments.
Sir Jules Thorn Charitable Trust - Lake District Calvert Trust - 09/02/21
£1,500 16/02/2021
Core Funding
Cumbria Community Foundation - Emergency Bounce Back Appeal
£10,000 20/01/2021
Emergency Bounce Back Appeal
Cumbria Community Foundation - Emergency Bounce Back Appeal
£1,000 20/01/2021
Emergency Bounce Back Appeal
Cumbria Community Foundation - Emergency Bounce Back Appeal
£1,000 20/01/2021
Emergency Bounce Back Appeal
Cumbria Community Foundation - PPE costs
£8,372 19/11/2020
PPE costs
Garfield Weston Foundation - Main Grants award
£50,000 13/11/2020
Calvert Trust: Inspirational Challenges for People with Disabilities
Sport England - Flood Relief
£3,380 06/07/2020
12
Funding under Sport England's Community Asset Fund funding programme for a Capital project titled Flood Relief. This project lists its main activity as Multi Sports
National Lottery Community Fund - Calvert Reconnections Neuro-Rehabilitation Service
£190,397 17/10/2019
12
Calvert Reconnections Neuro-Rehabilitation Service
Wolfson Foundation - Grant to Calvert Trust Lake District
£75,000 05/12/2018
Residential centre for people with brain injuries
Quartet Community Foundation - Grant to The Lake District Calvert Trust
£7,000 04/12/2018
To develop an accessible cycling facility at a specialist outdoor activity centre for disabled people.
Garfield Weston Foundation - Main Grants award
£25,000 30/08/2017
Core costs
Sport England - Bridging The Gap for Disabled Young People
£234,000 29/10/2013
Funding under Sport England's Community Sport Activation Fund funding programme for a Revenue project titled 'Bridging The Gap for Disabled Young People'. This project is a Multi Sports project, with ....more
Henry Smith Charity - Grant to Calvert Trust Lake District
£110,000 14/03/2012
24
towards two years’ core costs of an outdoor activity centre in the Lake District for young people with disabilities and their families
Esmee Fairbairn - Grant to Lake District Calvert Trust
£60,000 05/05/2011
Towards the salaries of staff working on an outreach programme to help carers and disabled people.
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (12)
Current Trustees appointed
Gender Split

Age Range of Trustees: 37-67
  • HEATHER BATEY Appointed: 2019, Occupation: Neuro-Occupational Therapist/Company Director
  • JUDITH GATE Appointed: 2021, Occupation: Continuous Improvement Manager
  • MARTIN MULLIN Appointed: 2016, Occupation: Senior Vice President And General Manager
Legal constitution
  • Charitable company registered in England & Wales on 17/03/1976, number: 270923
  • Registered at Companies House on 12/01/1976, number: 01240160
Gift Aid
  • Registered with HMRC for Gift Aid
Event History
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
19 returns made; all on time
Recent reorganisation events:
  • Asset transfer in from ROTARY CLUB OF AMBLESIDE TRUST FUND on 14/07/2023
Main office

LAKE DISTRICT
CALVERT TRUST KESWICK
UNDERSKIDDAW
KESWICK
CA12 4QD

Objectives

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.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
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