OpenCharities

The Equilibrium Charitable Trust

Country
England & Wales
Charity number
1200657
Status
Registered
Registered
Oct. 12, 2022
Legal form
CIO

Address

Address
Equilibrium Financial Planning
Ascot House
Epson Avenue
Handforth
Wilmslow
SK9 3DF

Contact

Phone
01614862250
Email
[email protected]

Activities

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

Objects: The Objects Of The CIO Are Such Exclusively Charitable Purposes For The Public Benefit As The Trustees May From Time To Time See Fit.

Classification

How
Makes Grants To Organisations
What
General Charitable Purposes
Who
The General Public/mankind

Areas of operation

Region
Throughout England And Wales

Finances

Period end Income Expenditure
March 31, 2025 £191,957 £2,282
March 31, 2024 £303,421 £2,859

Trustees

Name Appointed
Andrew Richard Evans Oct. 12, 2022
Colin Antony Lawson Oct. 12, 2022
Christopher Henry Fox Jan. 15, 2026
Devendra Shah Oct. 12, 2022
Phillips Montague Mosscrop Jan. 15, 2026
Sarah Elizabeth Warburton Oct. 12, 2022