THE EQUILIBRIUM CHARITABLE TRUST

Registered charity 1200657 · accounts filings on the Charity Commission register

The Equilibrium Charitable Trust, a donor advised fund, was created to provide clients of Equilibrium Financial Planning LLP with a friction free route into philanthropy.Grants to specific organisations will be determined by the wishes of the donors and subject to due diligence prior to the trustees agreement to support such causes

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that unrestricted funds increased from £303,316 to £511,115, driven by donations of £191,668 and investment gains of £18,124. The trustees report that maintaining financial reserves is not necessary as there are no expenses to fund and ancillary costs are covered by Equilibrium Financial Planning. The charity confirms it has adequate resources to continue in operational existence for the foreseeable future.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Year-over-year changes

• Reserves position vs the charity's own policy moved from "within" (FY2024) to "above" (FY2025).

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

Trustees · trustee networks

• ANDREW RICHARD EVANS
• COLIN ANTONY LAWSON · trustee of 1 other charity
• Christopher Henry Fox
• Devendra Shah
• Phillips Montague Mosscrop
• Sarah Elizabeth Warburton

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Common questions