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). Based on official Charity Commission data, it holds a "Good Standing" rating with a CharityScore of 67/100 — a charity in good standing with solid but not exceptional governance indicators. This reflects adequate performance across most criteria, though some areas fall short of the strongest-rated charities. 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 is lower than typically expected for active charitable delivery. According to the Charity Commission register, THE EQUILIBRIUM CHARITABLE TRUST describes its activities as follows: 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 Our analysis found no significant governance concerns for THE EQUILIBRIUM CHARITABLE TRUST. No regulatory actions, filing failures, or financial anomalies were detected in the available public data. This profile is based on data publicly available from the Charity Commission for England and Wales and is updated periodically as new filings are processed. CharityScore UK provides independent, data-driven transparency ratings to help donors give with confidence — we are not affiliated with this charity or any government body.

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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