EQUITY CHARITABLE TRUST

Charity number: 328103
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £489,224
Total expenditure: £953,181

People

11 Trustee(s)

2 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 21 February 1989: Standard registration
Organisation type:
Charitable company
Other names:
  • EQUITY TRUST FUND (Previous name)
Company number:
02341733 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Jean Rogers Chair 15 June 2020
None on record
Nicholas Guy Chambers Trustee 20 January 2025
None on record
Lee Daniel Hedges Trustee 15 October 2024
None on record
Julia Carson Sims Trustee 15 October 2024
None on record
Harold Finley Trustee 22 April 2024
THEATR CLWYD TRUST LTD
Received: On time
David John Steele Trustee 25 March 2024
None on record
Shenagh Govan Trustee 12 October 2022
None on record
Shalom Lee-Ramsbottom Trustee 13 April 2022
None on record
Helen Louise Grainger Trustee 13 April 2022
None on record
William Cummings Thompson Trustee 14 October 2020
None on record
Stephen Nigel Gilchrist Trustee 14 October 2020
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £471.70k £1.33m £731.90k £583.82k £489.22k
Total expenditure £488.36k £1.65m £756.49k £770.07k £953.18k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies N/A £21.46k £327.55k £90.11k N/A
Income - Other trading activities N/A £62.09k £0 £0 N/A
Income - Charitable activities N/A £1.02m £0 £0 N/A
Income - Endowments N/A £0 £0 £0 N/A
Income - Investment N/A £224.33k £404.35k £493.72k N/A
Income - Other N/A £0 £0 £0 N/A
Income - Legacies N/A £0 £0 £0 N/A
Expenditure - Charitable activities N/A £1.59m £677.83k £694.61k N/A
Expenditure - Raising funds N/A £60.99k £78.66k £75.46k N/A
Expenditure - Governance N/A £23.02k £19.52k £0 N/A
Expenditure - Grants institution N/A £120.00k £0 £63.00k N/A
Expenditure - Investment management N/A £28.88k £78.66k £37.40k N/A
Expenditure - Other N/A £0 £0 £0 N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 28 September 2024 On Time
Accounts and TAR 31 March 2024 28 September 2024 On Time Download Open in new window
Annual return 31 March 2023 11 October 2023 On Time
Accounts and TAR 31 March 2023 11 October 2023 On Time Download Open in new window
Annual return 31 March 2022 12 November 2022 On Time
Accounts and TAR 31 March 2022 12 November 2022 On Time Download Open in new window
Annual return 31 March 2021 26 October 2021 On Time
Accounts and TAR 31 March 2021 26 October 2021 On Time Download Open in new window
Annual return 31 March 2020 30 October 2020 On Time
Accounts and TAR 31 March 2020 30 October 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 31 JANUARY 1989 AS AMENDED BY SPECIAL RESOLUTIONS DATED 28 SEPTEMBER 1989 AND 24 MAY 1995, AND CERTIFICATE OF INCORPORATION UPON CHANGE OF NAME DATED 13 NOVEMBER 2008 as amended on 20 Feb 2023

Charitable objects

1) TO PROMOTE, MAINTAIN IMPROVE AND ADVANCE EDUCATION PARTICULARLY BY THE ENCOURAGEMENT OF THE ARTS AND THE PROMOTION, PRESENTATION, PROTECTION AND DEVELOPMENT OF PERFORMING ARTS AND THE RAISING BY CHARITABLE MEANS OF FUNDING THEREFORE AND ITS PROVISION FOR SUCH PURPOSES. II) TO PROMOTE AND PROVIDE FOR THE WELFARE AND HEALTH (BOTH PHYSICAL AND MENTAL) OF PROFESSIONAL PERFORMERS AND FORMER PERFORMERS (WITH SPECIAL REFERENCE TO MEMBERS AND FORMER MEMBERS OF BRITISH ACTORS EQUITY ASSOCIATION) THEIR RELATIVES AND DEPENDANTS AND OTHERS CONNECTED WITH THEM WHO ARE SICK OR IN NEED OF SUCH PROVISION BY ANY CHARITABLE MEANS AND TO RAISE AND DISBURSE FUNDS FOR SUCH PURPOSES.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
Equity Charitable Trust
23 Alphabet Mews
LONDON
SW9 0FN
Phone:
02078311926
Email:
kaethe@equitycharitabletrust.org.uk
Website:

www.equitycharitabletrust.org.uk Open in new window