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The Lake District Calvert Trust

Also known as: The Calvert Trust (challenge for the Disabled), Calvert Trust - Keswick

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.

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Activities & Mission

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.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Local Authority

Financial Information

Latest Income
£2,625,149
Latest Expenditure
£3,428,092

Financial Efficiency

Program Ratio 125.3%
% of income going directly to charitable activities

Higher than 95% of UK Beneficiary group charities with income £1M to £10M (sample: 3130). How is this calculated?

Overall Efficiency 96.0%
% of expenditure going to programs (vs overhead)

Higher than 40% of UK Beneficiary group charities with income £1M to £10M. How is this calculated?

Administrative Ratio 4.6%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 37% of UK Beneficiary group charities with income £1M to £10M. (Lower overhead is generally read as more efficient.) How is this calculated?

Latest Financial Breakdown

Income Sources

Donations & Legacies £608,835
Charitable Activities £2,004,233
Other Trading £0
Investments £12,081
Other Income £0

Expenditure Categories

Charitable Expenditure £3,290,151
Raising Funds £137,941
Governance £20,900
Grants to Institutions £0
Other Expenditure £0

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2024.

One or more years show a significant change in income (over ±100%) compared with the prior year. This usually reflects a merger, transfer of activities, restated accounts, or a one-off legacy — not necessarily a real change in operating scale. See the methodology for context.

The Commission record shows these related events on the register:

  • Asset transfer in in 2024 — Rotary Club of South Holland Trust Fund (organisation 516725)
  • Asset transfer in in 2023 — Rotary Club of Ambleside Trust Fund (organisation 1038565)
  • Asset transfer in in 2018 — The Hannah Fund (organisation 701970)
Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024
£2,625,149
£3,428,092£3,290,151£3,966,779£076 / 80
2023
£2,990,328
£3,530,846£3,363,720£4,765,422£080 / 81
2022
£2,140,286
£2,909,345£2,779,862£5,303,697£249,23669 / 66
2021
£2,686,500
£2,202,305£2,097,336£6,099,959£710,14162 / 85
2020
£1,134,984
£1,871,383£1,778,419£5,611,958£5,478,04461 / 95

Staff column shows: Employees / Volunteers

Frequently asked questions about The Lake District Calvert Trust

What does The Lake District Calvert Trust do?

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.

How much income did The Lake District Calvert Trust report in 2024?

The Lake District Calvert Trust reported total income of £2.63m and reported expenditure of £3.43m for the financial year ending 2024, based on the most recent annual return filed with the Charity Commission.

How efficient is The Lake District Calvert Trust?

The Lake District Calvert Trust has a program ratio of 125.3%, meaning that share of its income goes directly to charitable activities. This is higher than 95% of UK Beneficiary group charities with income £1M to £10M (sample of 3130 charities). See our methodology for how this is calculated.

When was The Lake District Calvert Trust registered as a charity?

The Lake District Calvert Trust was registered with the Charity Commission for England and Wales on 17 March 1976 as charity number 270923. It has been registered for 50 years.

Who runs The Lake District Calvert Trust?

The Lake District Calvert Trust is governed by a board of 10 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does The Lake District Calvert Trust operate?

The Lake District Calvert Trust operates in Cumbria, as recorded in its Charity Commission filing.

Is The Lake District Calvert Trust a registered charity?

Yes — The Lake District Calvert Trust is a registered charity in England and Wales, charity number 270923.

Details

Address
LAKE DISTRICT
CALVERT TRUST KESWICK
UNDERSKIDDAW
KESWICK
CA12 4QD
Registration Date
17 March 1976
Status
Registered

Registry Information

Organisation Number
270923
Charity Number
270923

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Trustees

Anne Louise dunn
Anthony David Glynn
Charlotte Hubbard
Emily Jane Flynn
Hannah Richardson
Ian Stuart Lowthian
Martin Mullin
Myles Thompson
Srinivas Madipalli
Also governs 1 other charity
William John Carleton Ponsonby

Also Known As

  • The Calvert Trust (challenge for the Disabled)
  • Calvert Trust - Keswick

Data & trust

Register data refreshed
14 May 2026
Report a data issue