THE EQUILIBRIUM FOUNDATION

Charity Number: 1136933
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Equilibrium Foundation exists to make people's lives better, by supporting charitable causes, with a particular focus on the North West of England. We support a wide range of organisations, with a particular emphasis on education and disability charities, and on helping people experiencing all sorts of disadvantages to have better opportunities for learning and employment.

Income and expenditure

Data for financial year ending 31 August 2023

Total income: £196,054
Total expenditure: £211,077

People

5 Trustee(s)

Employees with total benefits over £60,000

No information available

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:
  • General Charitable Purposes
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Arts/culture/heritage/science
  • Amateur Sport
  • Animals
  • Environment/conservation/heritage
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
  • Other Charitable Activities
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 16 July 2010: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investment
  • Risk management
  • Safeguarding policy and procedures
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
Land and property:
This charity does not own and/or lease 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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Sarah Warburton Chair 12 December 2019
None on record
ANDREW EVANS Trustee 01 September 2021
THE DITCH FOUNDATION
Received: On time
THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF PLAS NEWTON ST. MICHAEL
Received: On time
Ben Rogers Trustee 01 November 2018
None on record
DEBBIE JUKES Trustee 16 July 2010
None on record
COLIN ANTONY LAWSON Trustee 16 July 2010
THE EQUILIBRIUM CHARITABLE TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/08/2019 31/08/2020 31/08/2021 31/08/2022 31/08/2023
Total gross income £85.81k £132.95k £150.19k £162.68k £196.05k
Total expenditure £84.76k £131.44k £99.26k £200.97k £211.08k
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

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 August 2023 27 June 2024 On Time
Accounts and TAR 31 August 2023 27 June 2024 On Time Download Open in new window
Annual return 31 August 2022 30 June 2023 On Time
Accounts and TAR 31 August 2022 30 June 2023 On Time Download Open in new window
Annual return 31 August 2021 30 June 2022 On Time
Accounts and TAR 31 August 2021 30 June 2022 On Time Download Open in new window
Annual return 31 August 2020 30 June 2021 On Time
Accounts and TAR 31 August 2020 30 June 2021 On Time Download Open in new window
Annual return 31 August 2019 10 June 2020 On Time
Accounts and TAR 31 August 2019 10 June 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.

TRUST DEED DATED 8 JUNE 2010

Charitable objects

TO PROMOTE AND ASSIST, THROUGH THE PROVISION OF GRANTS AND OTHER FINANCIAL ASSISTANCE, CHARITABLE ACTIVITIES AND OTHER CHARITABLE ORGANISATIONS WHICH MAY BE NOMINATED BY THE STAFF AND CLIENTS OF EQUILIBRIUM ASSET MANAGEMENT LLP. IN PARTICULAR, BUT NOT EXCLUSIVELY, TO PROMOTE OR ASSIST ANY CHARITABLE ACTIVITIES OR ORGANISATIONS WHICH; 1) PROVIDE CARE OR HOUSING FOR ELDERLY PEOPLE. 2) RELIEVE FINANCIAL HARDSHIP, SICKNESS AND POOR HEALTH AMONGST ELDERLY PEOPLE. 3) RELATE TO THE PROVISION OF WELFARE SERVICES FOR CHILDREN AND YOUNG PEOPLE . 4) HELP YOUNG PEOPLE TO DEVELOP THEIR CAPABILITIES THAT THEY MAY GROW TO FULL MATURITY AS INDIVIDUALS AND MEMBERS OF SOCIETY. 5) HELP TO RELIEVE POVERTY, DISTRESS OR SUFFERING OF CHILDREN AND YOUNG PEOPLE AND 6) PROMOTE AND ASSIST THE ADVANCEMENT OF EDUCATION, PREVENTION AND CURE OF CHILDHOOD ILLNESS.

Area of benefit

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

UNDEFINED. IN PRACTICE, NATIONAL

Contact information

Address:
Equilibrium Financial Planning
Ascot House
Epsom Avenue
Handforth
WILMSLOW
SK9 3DF
Phone:
01614862250
Email:
charity@equilibrium.co.uk
Website:

www.equilibrium.co.uk Open in new window