BritDB

CCEW Charity Commission profile

EXMOOR CALVERT TRUST

Registered charity 1005776 · organisation 1005776

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
12 November 1991
Removed
Not supplied
Company number supplied
02637448
Financial period
1 December 2023 – 30 November 2024
Latest income
£2,368,757
Latest expenditure
£1,865,094
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: WISTLANDPOUND, KENTISBURY, BARNSTAPLE, DEVON, EX31 4SJ

Website recorded by the regulator: https://calvertexmoor.org.uk (displayed as text)

02 Activities

What the charity does

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

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 December 2023
Fin Period End Date
30 November 2024
Ar Cycle Reference
AR24
Reporting Due Date
30 September 2025
Date Annual Return Received
27 March 2025
Date Accounts Received
27 March 2025
Total Gross Income
£2,368,757
Total Gross Expenditure
£1,865,094
Fin Period Start Date
1 December 2022
Fin Period End Date
30 November 2023
Ar Cycle Reference
AR23
Reporting Due Date
30 September 2024
Date Annual Return Received
27 September 2024
Date Accounts Received
27 September 2024
Total Gross Income
£1,396,592
Total Gross Expenditure
£1,753,443
Fin Period Start Date
1 December 2021
Fin Period End Date
30 November 2022
Ar Cycle Reference
AR22
Reporting Due Date
30 September 2023
Date Annual Return Received
16 August 2023
Date Accounts Received
16 August 2023
Total Gross Income
£1,338,659
Total Gross Expenditure
£1,677,484
Fin Period Start Date
1 December 2020
Fin Period End Date
30 November 2021
Ar Cycle Reference
AR21
Reporting Due Date
30 September 2022
Date Annual Return Received
26 August 2022
Date Accounts Received
26 August 2022
Total Gross Income
£1,705,308
Total Gross Expenditure
£1,209,724
Fin Period Start Date
1 December 2019
Fin Period End Date
30 November 2020
Ar Cycle Reference
AR20
Reporting Due Date
30 September 2021
Date Annual Return Received
28 September 2021
Date Accounts Received
28 September 2021
Total Gross Income
£888,970
Total Gross Expenditure
£1,265,767

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR24
Fin Period Start Date
1 December 2023
Fin Period End Date
30 November 2024
Ar Due Date
30 September 2025
Ar Received Date
27 March 2025
Total Gross Income
£2,368,757
Total Gross Expenditure
£1,865,094
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£4
Income From Government Grants
£69,071
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
80
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR23
Fin Period Start Date
1 December 2022
Fin Period End Date
30 November 2023
Ar Due Date
30 September 2024
Ar Received Date
27 September 2024
Total Gross Income
£1,396,592
Total Gross Expenditure
£1,753,443
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£1
Income From Government Grants
£3,826
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 60001 70000
1
Count Volunteers
80
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR22
Fin Period Start Date
1 December 2021
Fin Period End Date
30 November 2022
Ar Due Date
30 September 2023
Ar Received Date
16 August 2023
Total Gross Income
£1,338,659
Total Gross Expenditure
£1,677,484
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£1
Income From Government Grants
£6,000
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
70
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR21
Fin Period Start Date
1 December 2020
Fin Period End Date
30 November 2021
Ar Due Date
30 September 2022
Ar Received Date
26 August 2022
Total Gross Income
£1,705,308
Total Gross Expenditure
£1,209,724
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£2
Income From Government Grants
£167,723
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
Yes
Count Salary Band 70001 80000
1
Count Volunteers
30
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR20
Fin Period Start Date
1 December 2019
Fin Period End Date
30 November 2020
Ar Due Date
30 September 2021
Ar Received Date
28 September 2021
Total Gross Income
£888,970
Total Gross Expenditure
£1,265,767
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£2
Income From Government Grants
£267,243
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
30

05 Official extract

Charity Annual Return Partb

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR24
Fin Period Start Date
1 December 2023
Fin Period End Date
30 November 2024
Ar Due Date
30 September 2025
Ar Received Date
27 March 2025
Income Donations And Legacies
1088403
Income Other Trading Activities
0
Income Charitable Activities
1120818
Income Investments
4622
Income Other
154914
Income Total Income And Endowments
2368757
Income Legacies
72961
Income Endowments
0
Expenditure Raising Funds
£87,125
Expenditure Charitable Expenditure
£1,777,969
Expenditure Other
0
Expenditure Total
1865094
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
12000
Expenditure Support Costs
455741
Expenditure Depreciation
185013
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
114682
Reserves
£325,150
Assets Total Fixed
3691801
Assets Own Use
3691801
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,028,732
Assets Total Liabilities
£613,709
Assets Current Investment
0
Assets Total Assets And Liabilities
£4,106,824
Creditors One Year Total Current
602042
Creditors Falling Due After One Year
11667
Assets Cash
£719,134
Funds Endowment
0
Funds Unrestricted
4025951
Funds Restricted
80873
Funds Total
4106824
Count Employees
36
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR23
Fin Period Start Date
1 December 2022
Fin Period End Date
30 November 2023
Ar Due Date
30 September 2024
Ar Received Date
27 September 2024
Income Donations And Legacies
202396
Income Other Trading Activities
0
Income Charitable Activities
1143179
Income Investments
4868
Income Other
46149
Income Total Income And Endowments
1396592
Income Legacies
3859
Income Endowments
0
Expenditure Raising Funds
£72,166
Expenditure Charitable Expenditure
£1,681,277
Expenditure Other
0
Expenditure Total
1753443
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
7140
Expenditure Support Costs
405012
Expenditure Depreciation
178564
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
10684
Reserves
£0
Assets Total Fixed
3794600
Assets Own Use
3794600
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£553,326
Assets Total Liabilities
£744,765
Assets Current Investment
0
Assets Total Assets And Liabilities
£3,603,161
Creditors One Year Total Current
713098
Creditors Falling Due After One Year
31667
Assets Cash
£194,358
Funds Endowment
0
Funds Unrestricted
3555161
Funds Restricted
48000
Funds Total
3603161
Count Employees
37
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR22
Fin Period Start Date
1 December 2021
Fin Period End Date
30 November 2022
Ar Due Date
30 September 2023
Ar Received Date
16 August 2023
Income Donations And Legacies
278050
Income Other Trading Activities
0
Income Charitable Activities
1023795
Income Investments
982
Income Other
35832
Income Total Income And Endowments
1338659
Income Legacies
5132
Income Endowments
0
Expenditure Raising Funds
£108,764
Expenditure Charitable Expenditure
£1,568,720
Expenditure Other
0
Expenditure Total
1677484
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
6960
Expenditure Support Costs
335486
Expenditure Depreciation
170406
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£36,356
Assets Total Fixed
3877040
Assets Own Use
3877040
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£796,931
Assets Total Liabilities
£713,959
Assets Current Investment
0
Assets Total Assets And Liabilities
£3,960,012
Creditors One Year Total Current
662292
Creditors Falling Due After One Year
51667
Assets Cash
£508,451
Funds Endowment
0
Funds Unrestricted
3840684
Funds Restricted
119328
Funds Total
3960012
Count Employees
49
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR21
Fin Period Start Date
1 December 2020
Fin Period End Date
30 November 2021
Ar Due Date
30 September 2022
Ar Received Date
26 August 2022
Income Donations And Legacies
779535
Income Other Trading Activities
468
Income Charitable Activities
430405
Income Investments
64
Income Other
494836
Income Total Income And Endowments
1705308
Income Legacies
0
Income Endowments
0
Expenditure Raising Funds
£51,253
Expenditure Charitable Expenditure
£1,158,471
Expenditure Other
0
Expenditure Total
1209724
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
6840
Expenditure Support Costs
229784
Expenditure Depreciation
175392
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£228,180
Assets Total Fixed
3959917
Assets Own Use
3959917
Assets Long Term Investment
0
Defined Benefit Pension Scheme
0
Assets Other Assets
£1,156,394
Assets Total Liabilities
£817,474
Assets Current Investment
0
Assets Total Assets And Liabilities
£4,298,837
Creditors One Year Total Current
745807
Creditors Falling Due After One Year
71667
Assets Cash
£865,679
Funds Endowment
0
Funds Unrestricted
4188095
Funds Restricted
110742
Funds Total
4298837
Count Employees
38
Charity Only Accounts
Yes
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR20
Fin Period Start Date
1 December 2019
Fin Period End Date
30 November 2020
Ar Due Date
30 September 2021
Ar Received Date
28 September 2021
Income Donations And Legacies
656052
Income Other Trading Activities
750
Income Charitable Activities
210827
Income Investments
153
Income Other
21188
Income Total Income And Endowments
888970
Income Legacies
43020
Income Endowments
0
Expenditure Raising Funds
£64,347
Expenditure Charitable Expenditure
£1,201,420
Expenditure Other
0
Expenditure Total
1265767
Expenditure Investment Management
0
Expenditure Grants Institution
0
Expenditure Governance
6840
Expenditure Support Costs
270088
Expenditure Depreciation
187678
Gain Loss Investment
0
Gain Loss Pension Fund
0
Gain Loss Revaluation Fixed Investment
0
Gain Loss Other
0
Reserves
£0
Assets Total Fixed
4117222
Assets Own Use
0
Assets Long Term Investment
4117222
Defined Benefit Pension Scheme
0
Assets Other Assets
£659,338
Assets Total Liabilities
£973,307
Assets Current Investment
0
Assets Total Assets And Liabilities
£3,803,253
Creditors One Year Total Current
872851
Creditors Falling Due After One Year
100456
Assets Cash
£268,451
Funds Endowment
0
Funds Unrestricted
3686094
Funds Restricted
117159
Funds Total
3803253
Count Employees
47
Charity Only Accounts
Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type
Local Authority
Geographic Area Description
Devon
Welsh Ind
No

07 Official extract

Charity Classification

Classification Code
102
Classification Type
What
Classification Description
Education/training
Classification Code
110
Classification Type
What
Classification Description
Amateur Sport
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
305
Classification Type
How
Classification Description
Provides Buildings/facilities/open Space
Classification Code
304
Classification Type
How
Classification Description
Provides Human Resources
Classification Code
201
Classification Type
Who
Classification Description
Children/young People
Classification Code
107
Classification Type
What
Classification Description
Accommodation/housing
Classification Code
112
Classification Type
What
Classification Description
Environment/conservation/heritage
Classification Code
104
Classification Type
What
Classification Description
Disability
Classification Code
306
Classification Type
How
Classification Description
Provides Services

08 Official extract

Charity Event History

Charity Name
EXMOOR CALVERT TRUST
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1991-11-12T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 13TH. AUGUST 1991AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 06 MAR 2017
Charitable Objects
' 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)'
Area Of Benefit
IN PRACTICE EXMOOR

10 Official extract

Charity Other Names

Charity Name Id
24395
Charity Name Type
Working name
Charity Name
CALVERT TRUST EXMOOR

11 Official extract

Charity Policy

Policy Name
Financial reserves policy and procedures
Policy Name
Investment
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Volunteer management
Policy Name
Investing charity funds policy and procedures
Policy Name
Bullying and harassment policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Risk management
Policy Name
Conflicting interests
Policy Name
Paying staff
Policy Name
Social media policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Complaints policy and procedures
Policy Name
Complaints handling
Policy Name
Internal risk management policy and procedures
Policy Name
Safeguarding policy and procedures