THE EQUALITY TRUST
We work to improve the quality of life in the UK through the reduction of economic inequality. We do this by researching and disseminating research on inequality in the UK, aiming to highlight areas of good and bad policy and practice. We also support a network of local group activists, who work to raise awareness of, and reduce, economic inequality in their local area.
Objects
THE OBJECTS OF THE CHARITY ARE: 1) TO ADVANCE EDUCATION, PARTICULARLY EDUCATION OF THE PUBLIC THROUGH UNDERTAKING AND/OR PROMOTING RESEARCH INTO THE SCALE, DEVELOPMENT, CAUSES AND EFFECTS OF SOCIO-ECONOMIC INEQUALITY AND MEANS TO REDUCE SOCIO-ECONOMIC INEQUALITY, PUBLISHING, OR PROCURING THE PUBLICATION OF, THE USEFUL RESULTS OF SUCH RESEARCH; 2) TO RELIEVE POVERTY, INCLUDING THROUGH THE RELIEF OF SOCIAL AND ECONOMIC NEED AND DISADVANTAGE RELATED, IN WHOLE OR PART, TO SOCIO-ECONOMIC INEQUALITY; 3) TO ADVANCE HEALTH, IN PARTICULAR THROUGH IDENTIFYING AND ADDRESSING PHYSICAL AND MENTAL HEALTH ISSUES ARISING, IN WHOLE OR PART, FROM SOCIO-ECONOMIC INEQUALITY; 4) TO PROMOTE EQUALITY AND DIVERSITY, IN PARTICULAR SOCIO-ECONOMIC EQUALITY AND DIVERSITY WITHIN SOCIO-ECONOMIC GROUPS;5) TO PROMOTE SUSTAINABLE DEVELOPMENT FOR THE BENEFIT OF THE PUBLIC (SUSTAINABLE DEVELOPMENT BEING DEVELOPMENT WHICH MEETS THE NEEDS OF THE PRESENT WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS TO MEET THEIR OWN NEEDS).
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net decrease in funds of £92,060 for the year ended 31 December 2025, driven by total expenditure exceeding total income. Per the trustees' report, this financial shortfall resulted from an organisational restructure and redundancies in late 2025 due to funding pressures. Despite this, the trustees consider the charity to be in a strong position to continue its activities, with free reserves of £105,544 just exceeding the stated policy target.
What the accounts disclose
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/12/2025
- Volunteers: 25
- Government income: £1,500 — contracts £1,500 (1); under 1% of the £430,060 total gross income on the same return
Self-declared on the annual return for the financial year ending 31/12/2024
- Volunteers: 20
Self-declared on the annual return for the financial year ending 31/12/2023
- Volunteers: 30
Structured financials (annual return, FY ending 31/12/2024)
Trustees
- Aliyah Lurline Green
- Camilla Constance Lupton
- Chi Lael
- Hannah Fairbrother
- James Christian Oswald
- Julie Ann Northam
- Rebecca Thomas
- Samia Khatun
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/12/2025 | £430k | £522k |
| 31/12/2024 | £559k | £486k |
| 31/12/2023 | £322k | £312k |
| 31/12/2022 | £385k | £340k |
| 31/12/2021 | £324k | £347k |
Common questions
Is THE EQUALITY TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net decrease in funds of £92,060 for the year ended 31 December 2025, driven by total expenditure exceeding total income. Per the trustees' report, this financial shortfall resulted from an organisational restructure and redundancies in late 2025 due to funding pressures. Despite this, the trustees consider the charity to be in a strong position to continue its activities, with free reserves of £105,544 just exceeding the stated policy target. Its FY2025 accounts were independently examined.
Who funds THE EQUALITY TRUST?
Funders whose own accounts filings name THE EQUALITY TRUST as a grant recipient include TRUST FOR LONDON, FRIENDS PROVIDENT CHARITABLE FOUNDATION, THE JOSEPH ROWNTREE CHARITABLE TRUST, THE BARROW CADBURY TRUST, THE HEALTH FOUNDATION.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| TRUST FOR LONDON | FY2023 | £120k | Funding to continue work to facilitate local groups who can influence politicians |
| FRIENDS PROVIDENT CHARITABLE FOUNDATION | FY2025 | £101k | Collaborative systems change: imagining and achieving a diversified and democratic functional future |
| THE JOSEPH ROWNTREE CHARITABLE TRUST | FY2022 | £100k | Core costs |
| THE BARROW CADBURY TRUST | FY2025 | £90k | SED commencement and community reporting in Birmingham |
| THE HEALTH FOUNDATION | FY2022 | £53k | Promoting healthy lives for all |
| THE BARROW CADBURY TRUST | FY2024 | £50k | Economic Justice |
| Alex Ferry Foundation | FY2024 | £25k | Research Grants |
| Alex Ferry Foundation | FY2025 | £21k | Research Grant |
| Alex Ferry Foundation | FY2023 | £15k | Research grants |
| Alex Ferry Foundation | FY2022 | £15k | Research Grants |
| Alex Ferry Foundation | FY2021 | £15k | Research grant |
| THE BARROW CADBURY TRUST | FY2025 | £9k | Implementation of the S-E duty in Birmingham |
| W F SOUTHALL TRUST | FY2025 | £5k | Social Action |
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| Barrow Cadbury Trust | 06/07/2024 | £90k | SED commencement and community reporting in Birmingham |
| Postcode Lottery | 29/09/2023 | £17k | Project Funding |
| Barrow Cadbury Trust | 30/04/2022 | £80k | Coproducing the implementation of the socio-economic equality duty in Birmingham |
| Barrow Cadbury Trust | 06/07/2018 | £6k | APPG on Poverty - Poverty Premium Inquiry Support |
| The National Lottery Community Fund | 28/09/2016 | £7k | Website and IT upgrade to enable more effective support of local group |
| Calderdale Metropolitan Borough Council | — | £1k | Public Health |
| Calderdale Metropolitan Borough Council | — | £1k | Public Health |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| BRIDGE HOUSE ESTATES | 1 | £3.8m |
| LLOYDS BANK FOUNDATION FOR ENGLAND & WALES | 1 | £20k |
| ATTEND | 1 | £11k |
| SAMJO LIMITED | 1 | £5k |
Charities like this
- THE EQUAL RIGHTS TRUST
- EQUITABLE CHARITY TRUST
- EDUCATION DEVELOPMENT TRUST
- TRUST FOR LONDON
- Health Equalities Group
- Health Equality Foundation
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE EQUALITY TRUST | £430k | — | 0 | above | — | no doubt |
| THE EQUAL RIGHTS TRUST | £231k | — | — | below | — | no doubt |
| EQUITABLE CHARITY TRUST | £367k | — | 0 | unclear | — | no doubt |
| EDUCATION DEVELOPMENT TRUST | £73.8m | £210,000 - £219,999 | — | unclear | — | no doubt |
| TRUST FOR LONDON | £10.7m | £130,001 - £140,000 | — | unclear | — | no doubt |
| Health Equalities Group | £545k | £70,000 - £79,999 | 1 | above | — | no doubt |