The Equilibrium Charitable Trust
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
Activities & Mission
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
Areas of Operation
Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.
Region
Financial Information
Financial Efficiency
Financial Trend
Annual Returns
As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2025 | £191,957 | £2,282 | 0 / 0 | |||
| 2024 | £303,421 | £2,859 | 0 / 0 |
Staff column shows: Employees / Volunteers
Frequently asked questions about The Equilibrium Charitable Trust
What does The Equilibrium Charitable Trust do?
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
How much income did The Equilibrium Charitable Trust report in 2025?
The Equilibrium Charitable Trust reported total income of £192k and reported expenditure of £2k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.
When was The Equilibrium Charitable Trust registered as a charity?
The Equilibrium Charitable Trust was registered with the Charity Commission for England and Wales on 12 October 2022 as charity number 1200657. It has been registered for 4 years.
Who runs The Equilibrium Charitable Trust?
The Equilibrium Charitable Trust is governed by a board of 6 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.
Where does The Equilibrium Charitable Trust operate?
The Equilibrium Charitable Trust operates in England And Wales, as recorded in its Charity Commission filing.
Is The Equilibrium Charitable Trust a registered charity?
Yes — The Equilibrium Charitable Trust is a registered charity in England and Wales, charity number 1200657.
Details
Ascot House
Epson Avenue
Handforth
Wilmslow
SK9 3DF
Registry Information
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Also governs 1 other charity
Data & trust
- Register data refreshed
- 30 July 2026
- Methodology
- How metrics are calculated