# THE EQUILIBRIUM CHARITABLE TRUST

## Details

- **Country:** England & Wales
- **Charity number:** 1200657
- **Status:** Registered
- **Legal form:** CIO
- **Registered:** Oct. 12, 2022
- **Register:** https://register-of-charities.charitycommission.gov.uk/en/charity-search/?p_p_id=uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet&p_p_lifecycle=0&p_p_state=maximized&p_p_mode=view&_uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet_regId=1200657


## Contact

- **Address:** Equilibrium Financial Planning, Ascot House, Epson Avenue, Handforth, Wilmslow
- **Postcode:** SK9 3DF
- **Phone:** 01614862250
- **Email:** debbie.jukes@equilibrium.co.uk



## Activities

**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.

**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




## Classification

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



## Areas of operation

- Throughout England And Wales



## Finances

| Period end | Income | Expenditure | Assets | Employees |
|---|---|---|---|---|
| March 31, 2025 | £191957 | £2282 | — | — |
| March 31, 2024 | £303421 | £2859 | — | — |



## Trustees

- ANDREW RICHARD EVANS — appointed Oct. 12, 2022
- COLIN ANTONY LAWSON — appointed Oct. 12, 2022
- Christopher Henry Fox — appointed Jan. 15, 2026
- Devendra Shah — appointed Oct. 12, 2022
- Phillips Montague Mosscrop — appointed Jan. 15, 2026
- Sarah Elizabeth Warburton — appointed Oct. 12, 2022