THE EQUILIBRIUM CHARITABLE TRUST

Registration #1200657 · Registered

debbie.jukes@equilibrium.co.uk

Equilibrium Financial Planning Ascot House SK9 3DF

67
out of 100
Good Standing

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

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About THE EQUILIBRIUM CHARITABLE TRUST

THE EQUILIBRIUM CHARITABLE TRUST is a registered charity in England and Wales (registration number 1200657), rated "Good Standing" with a CharityScore of 67/100 — a charity in good standing based on official Charity Commission data. In its most recent reporting year (2025), THE EQUILIBRIUM CHARITABLE TRUST reported a total income of £191,957 and total expenditure of £2,282 (a spending ratio of 1%, which may warrant further review of spending efficiency). According to the Charity Commission, THE EQUILIBRIUM CHARITABLE TRUST operates with the following stated purpose: 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 No significant governance concerns were identified for THE EQUILIBRIUM CHARITABLE TRUST in our analysis. This profile is based on publicly available data from the Charity Commission for England and Wales and is updated regularly. CharityScore provides independent, data-driven transparency ratings to help donors give with confidence.

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Score Breakdown

Trustees & Governance25 / 25
Financial Health10 / 25
Filing History & Transparency17 / 30
Regulatory Standing10 / 10

Financial History

Latest spending ratio: 1.2% of income spent on charitable work

YearIncomeSpendingRatio
2025£191,957£2,2821%

Data sourced from the Charity Commission for England & Wales · Last scored 6/11/2026