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.

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

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 (held: £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.

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

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

David John Steele
Harold Finley · trustee of 1 other charity
Helen Louise Grainger
Joseph Ballard
Julia Carson Sims
Lee Daniel Hedges
Nicholas Guy Chambers
Shenagh Govan
Stephen Nigel Gilchrist
William Cummings Thompson

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

Operates in: Throughout England And Wales

Income and spending

Financial year end	Income	Spending
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.

Funder	Year	Amount	Purpose (as stated by the funder)
THE GEORGE GOODSIR CHARITABLE TRUST	FY2025	£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.

Funder	Similar charities funded	Amount to them
SAMJO LIMITED	1	£5k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with EQUITABLE CHARITY TRUST.

EQUITABLE CHARITY TRUST income £367k
THE EQUILIBRIUM CHARITABLE TRUST income £192k
POOLE & PARKSTONE PRODUCTIONS income £100k
SCHREIBER CHARITABLE TRUST income £820k
INVESTREAM CHARITABLE TRUST income £153k
UNITY THEATRE TRUST income £228k

Side by side with its peers

Charity	Income	Top pay band	Reserves vs policy	Fundraising cost	Going concern
EQUITY CHARITABLE TRUST	£590k	—	unclear	—	no doubt
EQUITABLE CHARITY TRUST FY2024	£367k	—	unclear	—	no doubt
THE EQUILIBRIUM CHARITABLE TRUST FY2025	£192k	—	above	—	no doubt
POOLE & PARKSTONE PRODUCTIONS FY2025	£100k	—	unclear	—	no doubt
SCHREIBER CHARITABLE TRUST FY2025	£820k	—	unclear	—	no doubt
INVESTREAM CHARITABLE TRUST FY2025	£153k	—	above	—	no doubt

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