The Equilibrium Charitable Trust
Analysis
The Equilibrium Charitable Trust is a registered charity in England and Wales, based in Wilmslow. It was registered in October 2022, 4 years ago. Its declared purposes cover general charitable purposes, which this site groups under grant-making and general purposes. Legally it is a charitable incorporated organisation (CIO). It says it makes grants to organisations.
In the financial year ending March 2025, The Equilibrium Charitable Trust reported income of £192k and spending of £2,282, leaving 99% of income unspent that year. Across the 2 years on record, from March 2024 to March 2025, income fell from £303k to £192k (-37%), an average of -37% a year. The sharpest change came in the year to March 2025, when income dropped by 37%. Over the whole period it spent 1.0% of the income it received.
Among 5,976 England and Wales charities whose main cause is grant-making and general purposes and that reported income, The Equilibrium Charitable Trust sits at the 86th percentile: it is larger than about 86% of them. Against every charity in England and Wales with reported income it ranks in the 80th percentile. Charities of a similar size with the same main cause include The Roan Charitable Trust (£192k), Chinese Community Wellbeing Society (£192k) and Basingstoke Neighbourcare (£192k).
Income and spending
Where the income comes from
- Other 100%
In the charity's own words
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
Similar-sized charities, same cause
| Charity | Location | Income |
|---|---|---|
| The Roan Charitable Trust | Woodford Green | £192k |
| Chinese Community Wellbeing Society | Bristol | £192k |
| Basingstoke Neighbourcare | Hampshire | £192k |
| The Selwood Charitable Trust | Eastleigh | £192k |