EQUITY CHARITABLE TRUST

Registered charity 328103 · accounts filings on the Charity Commission register · also known as EQUITY TRUST FUND

Principal activities at the present time are to provide welfare and educational grants for professional performers. The charity also provides the services of a welfare rights and debt adviser for the benefit of professional performers.

Objects

1) TO PROMOTE, MAINTAIN IMPROVE AND ADVANCE EDUCATION PARTICULARLY BY THE ENCOURAGEMENT OF THE ARTS AND THE PROMOTION, PRESENTATION, PROTECTION AND DEVELOPMENT OF PERFORMING ARTS AND THE RAISING BY CHARITABLE MEANS OF FUNDING THEREFORE AND ITS PROVISION FOR SUCH PURPOSES. II) TO PROMOTE AND PROVIDE FOR THE WELFARE AND HEALTH (BOTH PHYSICAL AND MENTAL) OF PROFESSIONAL PERFORMERS AND FORMER PERFORMERS (WITH SPECIAL REFERENCE TO MEMBERS AND FORMER MEMBERS OF BRITISH ACTORS EQUITY ASSOCIATION) THEIR RELATIVES AND DEPENDANTS AND OTHERS CONNECTED WITH THEM WHO ARE SICK OR IN NEED OF SUCH PROVISION BY ANY CHARITABLE MEANS AND TO RAISE AND DISBURSE FUNDS FOR SUCH PURPOSES.

Area of benefit: NOT DEFINED

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · The Prevention Or Relief Of Poverty · Grant history (this charity is a funder) · website · Get email alerts

Registered contact address: Lambeth, London, England (from the postcode on the register)

Latest income
£590k
Latest spending
£756k
Registered
1989
Accounts read
FY2026

Financial health, per its FY2026 accounts

The accounts state that free reserves stood at £12,570,924, which is in excess of the trustees' stated policy target of approximately £450,000 (six months of operating costs). Although the charity reported an operating deficit before investment gains, it holds substantial unrestricted net assets of £12,651,174, primarily held in listed investments, ensuring financial stability.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Investments (88% of income)
“The Trust is reliant upon the income from its investments. This was £517,182” — page 8
Per its FY2026 accounts as filed with the Charity Commission.
Reserves policy: six months of operating costs which is approximately £450,000 (reserves figure: £12.6m)
“The Trustees, having considered the financial risks, have set a reserves policy which aims to maintain free reserves at a level sufficient to cover six months of operating costs which is approximately £450,000.” — page 9
Per its FY2026 accounts as filed with the Charity Commission.

Accounts audited by Nyman Libson Paul LLP. Discloses 5 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/03/2026

  • Volunteers: 2
  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/03/2025

  • Volunteers: 2
  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/03/2024

  • Volunteers: 2
  • Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

Public fundraising profile: JustGiving — Equity Charitable Trust (matched by registered charity number).

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/03/2026)

Total income
£590k
Total spending
£756k
Cost of raising funds
£43k
Reserves (reported)
£12.7m
Employees
2

Reported reserves equal ~200.9 months of spending — in the top quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, cost of raising funds: 7.2% of total income — above the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/03/2026£590k£756k
31/03/2025£578k£953k
31/03/2024£489k£953k
31/03/2023£584k£770k
31/03/2022£732k£756k

Common questions

Is EQUITY CHARITABLE TRUST financially healthy?

Per its FY2026 accounts: The accounts state that free reserves stood at £12,570,924, which is in excess of the trustees' stated policy target of approximately £450,000 (six months of operating costs). Although the charity reported an operating deficit before investment gains, it holds substantial unrestricted net assets of £12,651,174, primarily held in listed investments, ensuring financial stability. Its FY2026 accounts were audited by Nyman Libson Paul LLP.

Who funds EQUITY CHARITABLE TRUST?

Funders whose own accounts filings name EQUITY CHARITABLE TRUST as a grant recipient include THE GEORGE GOODSIR CHARITABLE TRUST.

Known funders

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
THE GEORGE GOODSIR CHARITABLE TRUSTFY2025£10k

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with ED DE NUNZIO CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
EQUITY CHARITABLE TRUST£590k—0unclear—no doubt
ED DE NUNZIO CHARITABLE TRUST FY2025£118k—0unclear—no doubt
THEATRE DEVELOPMENT TRUST FY2025£434k—0above—no doubt
M O CHARITABLE TRUST FY2025£146k—0within—no doubt
E B M CHARITABLE TRUST FY2025£1.9m—0above—no doubt
BOOST CHARITABLE TRUST FY2025£263k—0above—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.