The Lake District Calvert Trust

Analysis

The Lake District Calvert Trust is a registered charity in England and Wales, based in Keswick. It was registered in March 1976, 50 years ago. Its declared purposes cover disability, which this site groups under disability. Legally it is a charitable company (Companies House number 01240160). It says it provides services.

In the financial year ending November 2025, The Lake District Calvert Trust reported income of £2.0m and spending of £2.1m, spending 109% of what it took in. Across the 5 years on record, from November 2021 to November 2025, income fell from £2.7m to £2.0m (-27%), an average of -7.5% a year. The sharpest change came in the year to November 2023, when income rose by 40%. Over the whole period it spent 115% of the income it received.

Among 12,871 England and Wales charities whose main cause is disability and that reported income, The Lake District Calvert Trust sits at the 95th percentile: it is larger than about 95% of them. Against every charity in England and Wales with reported income it ranks in the 96th percentile. Charities of a similar size with the same main cause include The Mudchute Association (£2.0m), Hammersmith United Charities (£2.0m) and Freeways Trust (£2.0m).

In its latest detailed accounts, income came from charitable activities 66%, donations and legacies 32% and investments 2.2%. Gifts in wills alone brought in £67k. Charitable activities took 94% of spending and raising funds 5.0%. It employed 44 people.

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.