Char5ty regi5trat5on numb•r 1200657 IEngland and Wal•s
THE EQUILIBRIUM CHARITABLE TRUST
ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025

THE EQUILIBRIUM CHARITABLE TRUST
LEGAL AND ADMINISTRATIVE INFORMATION
Trusteol
C A LaW￿n
D Shah
S E Warburton
A R Evans
Chalr
A R Evans
Charlty number
120C657
Indep8ndent 8xamlner
Susanna Cossey FCA
AzetsAudit Servic8S
Fleet House
New Road
Lancaster
United lfjngdom
LAI 1EZ

THE EQUILIBRIUM CHARITABLE TRUST
CONTENTS
Page
Trustees. rèport
Statem￿1 01 Iruslee3' respon5t*ilrties
Independent examiners r•port
ststement of financial aclivitie5
Bala￿ sheet
Notes to the ffin8nNal $latements
8-12

THE EQUILIBRIUM CHARITABLE TRUST
TRUSTEES. REPORT
FOR THE YEAR ENDED 31 MARCH 2025
The trustee5 present Iheir annual report and financial statements for the year endad 31 Marc* 2025.
The )Inancial statements have been prepared in a￿dance wflh the accounting polic4es sel out in nole 1 to Ihg
financlal statarrterrts and o)mpty wth the charitys govemlng documenl. th8 Charilres Act 2011 and Accounting and
R&portlng by Charities.. Statern&nt ol RecDmrnended Practice applicable lo thaftties preparing their accounts in
accordan￿ with the Financial Reporting Standard applicable In Ihe UK and Republic ol Ireland IFRS
1021" leffedive 1 January 20191.
Obfvctres and *¢tivities
Th8 Equilibrium Charitable Trust Was established in 2022 as a donor advised fund IDAFI to offer clents a seamless
pathway to charitable giving. Beyond the tax and financlal plannin9 advantsges, philanthropy enables indivKluals to
create m&anir￿1 impacl. involve young8r family mgmtérs in giwng d805ion$. and e$labli$h an enduring legacy.
DAFS represent thè UK'S most rapidty expanding philanthropic tool. serving as a compellin9 allemative to direct
donations or establishing a private charitable foundation. They deliver an inlelllgent and effiC￿t approach to
athieving philanlhro￿c goals through 2 straighfforward. ad3PtatAe and econc¥nicaly sound framewor
hi￿ donor adM"sod tund5 have long been eslablished pract1￿ in th& Unmed Stalas, thplr adoplign in the UK
conlinues to accelerate as more donors dlscover thtrir benefits. Con51Stent with its mi$sion of enhandng people'5
lTr¥es. EquilibThJm Finanoal Planning LLP ostablished The Equilibrium Chantal￿e Trust as an iitegral component of
its finanual planning services. respondiig to th8 increasing svjnificanee of tharrt8ble giving aFrory rt$ d￿nt base.
Pubk bongKSI
The trustees have paid due regard lo guid9nce issued by the CharNy commis81￿ in derAdiig what activrties the
charity should undertake.
A¢twitos
The ChadtaNe In￿rporated Organisation'5 {CIOI Ob]ed￿t$ are exdu$ivdy ¢haritsble purposes lor public benefit
as determined by the ¢harty Iru51ees.
Specific grants to or9anisatlOlb8 will L* allKaled based on donor preferences aThY subject to thorough due dlligence
before ￿een11ng trustee approval.
Th& trusiees have given lull consKleralion tc+ the Charity CoMrr￿sSIOn's guidanc• when dètermining the chawtws
ath"VFtiÈs.
Charrtable grants w511 be dislribuled lo organisations aligned ¥wth (k)nor Intent￿nS Ilollowing trustee approval and
appropriate due diligence processes).
The CIO'S daily operations and promotion￿ activities arè managad by volun188r5.
Achkvements and perfomianeé
Signrficanl aGliwties and &ch16vgmènt$ 8g8instobi8¢ttves
Throvghout its second lull year of oper31ions. the CIO has received donations arnounting to £191,868. Donor5 hav8
idontified varK)u$ tharitable Organisations for trusteè ¢￿InsIderatIon. spannit)g h8ahhcare, children's welfare. soryal
causes and environmental protection.
The trustees have been informed of a declaration of a legacy grt in excess of £1.(M)O.000 in an indw*Juals wdl.
Ongoing discusslons wilh Equilibrium Finanoal Plannin9 IEFP} dients who prioritise philanthropy and wish to create
a lasbng legacy CLJntinuè. DUÈ to e￿erftal factors. a fvlpscale launch of this offering will now tske place in 2026.

THE EQUILIBRIUM CHARITABLE TRUST
TRUSTEES, REPORT (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
Flnanclal rèview
Resenffjs policy
Given that therè are no currently no expense5 to fund Bnd no 0b1vJat￿n to rnako grants béyond the a5$815 held in
the individual donor adwsed lund$, thg trustees have detenntned thBI m8lntalnlng a financia reserve is not
n8cessary. Al grant wuesls and recx)mmendatKJn5 are contingent upon available fund balanc85 and any ancillary
costs ar8 covered by EquHibrium Flnane4al Wanning. This poliw will be rewewad annualy lo ensure It remains
appropriate.
Inveslmentpobcy
Investrn•nt pollcy
The tlustees have appointed Equili￿.urn Investment Management IEIM). They operate U￿er an investment
mandate enatrAiThJ them to oversee the CIO'S assets and establish a fund selecthon fr8meworf( aligned with
lftisvidual donor obJecllve$.
Maiornsks
Prlnclpal risks a￿1 uncertainlies
The prlnctpal risks a￿ in ￿TatiOn to ffinancial market ￿rf0mlaneè inftueneed by economic conditions and tho
investrnenl teturn5 Ihis generates, alongside diènt willingness to ci)nlribute donations.
Structure. governance and managen*nt
The charity 1$ a cornpany limited by guaranlee.
The trustee5 who served during th8 yoar and up lo the date of wgnature of the financial statèménts were..
CALawson
M Milton-Edward8
D Shah
S E WJrburton
A R Evans
(Resigned 12 November 20251
RoLYUitntsnf 8nd0ppoin1n￿nl oftruste&s
In seleL*ng indmduals for appointment, the thanty truste8S rnUSt have regard lo the skills, knowladge and
experience needed lorthe effeclwe administration of the CIO. No fewer than a third of Il* thanty twstees shall be
appoinled by EFP and need nol be a member or ernployee of EFP. Any person retiring as a charity trusteè is
eligible fcK reappointment.
OrganisationalstrucÈure
The charity trust8è5 shall manage the affairs ol the CIO. The￿ musl be at least three chanty trustees And the
maxmum number that may be appoint￿ is seven. The first charity trustees are five in nufflb8r.

THE EQUILIBRIUM CHARITABLE TRUST
TRUSTEES. REPORT {CONTINUEDTr
FOR THE YEAR ENDED 31 MARCH 2025
Re181Nonsknp wiyj rel8teLIp8rties
EquTI brium Finanrial Planning IEFPI provide5 Investrnenl and finan¢Jal plannkng *Yv(ce ￿ k)¢J¥Aduals In th8 courfe
of its day to day bu5inesg. Clients of EFP are offered Ihe epportunty to treato # fvnd wKhln the CIO (lo operate as
donoradvis*d luNJI In ordèr to fadlftate thelrchartsbk ghAng.
EFP*il forgo fee5 on pknnning to <*ents on the element ofthe6rlunds whl¢h give lo Ihe CIO. It 8180
prO￿deS ￿gnrt￿9nt administratbve support to the CIO. in¢kJdin9 free prtiYis¢cffi of Freetrg rooms for Iruytee and
¢)trv methg4 IT aervKes and r￿nUte-t8k1n9 in IKder lo the mit)imise 8dminthliwe g)sts ofthe CIO.
IK addition. EIM ha6 ￿en appolnled a$ the investrnent monagerwho run a tange of Ihèlr¢xvn fiJTrJ$ wth varylng
degree5 of risk in which il 1$ likety Ihal donots will in¥8$1 in. annval management char9e of such funds Is
c•mpelitNo relalive to the %Wer markgl.
One of the fitstcharfty truetee818 also a majoffty eouty partherln both EFP and Etm.
The IrL*tsès' rWwa8 apwov¢d by the 808rd of Trustees.
CALa*wn
Trustee
D81e....2.1

THE EQUILIBRIUM CHARITABLE TRUST
STATEMENT OF TRUSTEES, RESPONSIBILITIES
FOR THE YEAR ENDED 31 MARCH 2025
The Iru5tees are responsible for prsparing Ihe Trustees. Report and the finanual 5taternents in accordance wrth
applicable law and United Kingdom Accounting Standards (United Kingdom G8wralty Acc8Pted A￿OUn11n9
Practi(*l.
The law applicab￿ to charibes in England and Walos iequires the Iruslees to wepare finan¢ial slalements for each
financial yèar which give a true and fair view ol the slate of affairs of the charity and ol the incorning r•Sour￿S and
app￿cation ol resourcès of the tharity for that year.
In preparing these financAal statèments, the trustees a￿ requlred lo.
- 5eled suitable accoLmting ￿t￿leS and then apply th8ffl consistendy.,
- observe the methods and priftuplès in th8 Charities SORP.,
- maka judgem&nts and estimaies that are reasonable and prudpn("
slate whether appjicable a￿Unti￿j slandards have been folowed, sutr4'OCt to malèrial ¢Jepartures disclosed
and 8xplaFned in the finanoal statements". 8nd
prepare the financlal st8ternents on the goTh)g eom¢ern bo$is unl¢s$ rt is inappropriate to wesun* that the charlly
will contlnuè in Opera￿n.
The InJ5tees are ￿SpOnsI111e lof kaepillg suffioenl ?cwuntin9 records Ihal disctose bmth reasonab￿ ao)Jracy at any
me the financ4al position ol the charity and enable them to ensure that the fnancial slatements compty wrth the
Charities Aci 2011. the Charity (Acxounts and Report5) R8gulations 2W8 and the prowstons ol the tiust deed. Th9y
are also responsibte for safèguardin9 the a5sels of the charity and hen￿ for laknng Igasonable steps for the
p￿ven￿On and (Jetecuon of tr8ud and other irregularities.

THE EQUILIBRIUM CHARITABLE TRUST
INDEPENDENT EXAMINER'S REPORT
TO THE TRUSTEES OF THE EQUILIBRIUM CHARITABLE TRUST
I reF￿ to the trustees on my examination of Ihg financial ststgments Of The Equilibrium charItab￿ Trust {the
chavityl for the year ended 31 Marth 2025.
Re8pon8lbllttl•s and basls of report
As the trustees of the cttarfty you are reSpOn￿bIe for the preparaO¢)n tsf the financial ststements in accc*dance wrth
the req￿rements ofthe Charities Act 2011.
I re￿rt in re5PeCt of my examination of the charlty's fflnancial statements cathed out under sedion 145 of the
Charities Aci 2011. In carying out my gxamination I have followed the t)irections given by the Charity Commiss
under 8ection 14515}(b) of the ChwitiesAd 2011.
Ind•pond•nt examlnerfs 8lat•m9nt
Your attention is drawn to the fact that the charity has prepared the financtal statements in a￿[)rdanCe with the
relevant version of the Statement of Recommended PraclKe apF4icable to d)arities preparing their financial
ststements In accordance the Financial R*po￿ng Slandard applicable in the UK and Republic of Ir818nd IFRS
1021 In preference to the Accounting and Reporting by Charities.. Statement of Recommended Pracllce Issued on 1
Aprfl 2005 which is referred to in the extant regulations but has now been wlhdrawn. l understsThJ that thls h88
been done in order for the financial statements to providg a tru8 and fair vlew kn acCOrda￿e vhth UK Generalty
Accepted Acctyjnting Practice.
I have completed my examination. I confinn that no matters have come to my attentlcfi In c(￿netItOn Ihe
examinats"￿ gving rne cause to believe Ihol in any material respect..
accounting rec£•rds were not kept In respect of the tharty as required by SeCt￿)n 130 of the Charlile8Act 2011.
tha finan￿01 stslements do not accord with those records,, or
the financral stslemenls do not CoM￿Y the applicable requlrements conc*mlng thè fom and content of
financial statements sel out in the Charities (Accounts and Reports) Regulalfons 2008 other than any
reqLMrement that the finanaal 8tatements give a true and fair view. which Is not a matter (>)nsidered as Part 01
an independent examinat￿￿.
I have no eoneems and have come across no other matters in connedK•n vrith the examination to which attenlion
shoulcl be drawn in thls report in order lo en8ble a pfoper understsnding of the ffinancial statements to be reached.
Susanna Cassey FCA
Independent Examiner
Azels Audlt Servlces
Fleet Hou8e
New Road
Lancagtèr
LA1 1EZ
Untted Kingdom

THE EQUILIBRIUM CHARITABLE TRUST
STATEMENT OF FINANCIALACTIVITIES
INCLUDING INCOME AND EXPENDITURE ACCOUNT
FOR THE YEAR ENDED 31 MARCH 2025
Unrèstroctsd
funds
2025
UnrÈ$trlct•d
fundg
2024
Incom• from:
Donations and 1ggau¢s
Investment$
191.668
289
303,369
52
Totsl Incom•
191.957
303,421
Expgndlture on:
Charitable activities
Other expenditure
11,4751
3,757
2.859
Totsl gxpenditure
2,282
2,859
Net gainslllossesl on inve$lmenls
18,124
2.754
14èt Ineome and movement in funds
207.799
303,316
Reconciliatlon of lund8.'
Fund balances al 1 April 2024
303,316
Fund balances at 31 MaKh 2015
511.115
303.316
Th8 Statam8nt of finan￿81 acthwties inrjudes all gains and Joss85 rèeLYJnisÈd in Ihé y•ar. All income and èxp•nditUTe
derive from wntinuing activilios.

Draft Flnan¢thl Statements at 14 January 2026 at 14-02-03
THE EQUILIBRIUM CHARITABLE TRUST
BALANCE SHEET
AS A T31 MARCH 2025
2025
Motes
Flxed a550t8
Investsngnt8
514,0
272.401
Current assat8
Debtors
33.750
Creditors. amounts falllng du• wlthln
on4 yèar
12.97S)
12,8351
Netcurr•nt Iliabilltl•syassels
{2.9751
30.915
Total a¥¥gts less current liabilities
511,115
303,316
Th• funds ol th• charity
Unrestricted funds
11
511.115
303.318
511.115
303,316
Th8 financrdl slatem8nts We￿ apwowj by Ihe Iruslees on .1.1..
C A L8wson
Tru5to0

THE EQUILIBRIUM CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 AIARCH 2025
A¢GOUntlng poll¢i¢$
Charity information
The Equilbrium Charilable Trust is a ChaJOtsble In¢orportaed Or9anisation.
1.1 A¢¢ounting ¢onvention
The fJnan¢ial statements have been prepared in accordanee with the charivs governing document, Ihe
ChortlEs Act 2011, FRS 11r2 'The Finar￿181 Reporttng Slandard applicable im the UK and Repubhc of Ireland"
nd the Charfties SORP "Accounting and Reporting by Charities". Ststemerrt ol Reccmrnended Praette8
applI￿￿e lo charlh.es preparing their accounts in a¢coidanc* wAlh the Finanual Reporting Standard
apphcable in the UK artd Republie uf Ireland IFRS 1021" The tharity is a Public Benefrt Entity as tsfined by
FRS 102.
The tharty has tak8n advanlaga of Ihe provisions in the SORP foT (*8r1t￿l r￿t to Ffepare a 8latanent ol
cash Iow5.
The ffinancial ststernents have départÈd from the charit￿s IAccount5 and Reports) Regulations 2008 On￿ to
the exlenl mquir•d tL) provide a true and fair viw. Thi$ departure has invclved followTrng the StatemeFrt of
Recommanded Practi￿ lor eharrtles apply4ng FRS 102 rather than the verS￿n of the Slat¥tnont of
Recommended Practic• whith is refrrred to in the Regulations bul whkh ha8 since been wrfhdrawn.
The finanrial statements are prepared in slerfiro, which Is the fvndional currency of Ihe c*arty. Monetsry
amourts in Ihese finandal statements are roundÈil to the nea￿81 £.
The ffinancial slalernents have been piepared under the historical L))sl Conven￿Tr. The pn'nupal acrounting
policies adopted are set out bebw.
1.2 Golng concem
Al the lime of approving the fjn8nual statements, the trust•Ès have a reasonabl8 èxpectatlon that the charity
ha5 adequate resources lo continue in opèrational existence for the f0res9eab￿ f￿lure. Thus the trustees
eontÉnue to adopt the goin9 concem basis ol accounting in preparing financial slateff*nts.
1.3 Chawltrble funds
Unrèstricted funds are *d41able for use at the dis¢r$ti0n of th* trustees in furtherance of t￿lf tharitable
objectives.
Restricted fvnds are subject to 5pecthc condibons by dorK>rs or grantors as to how Ih$y may ba us•d. Tho
PUTposes and uses of the rest￿ed funds aTe set out b) the notes to the ffnanual statements.
Endowrnent funds ar9 ¥ubjecl to specffic conditions by donors that the caprt31 must be rnaintsined by the
charity.
1.4 Income
Income is re¢ryni¥ed bthen th8 charity is legally enlitled to it aft•r any parforrnance ¢onditi¢)ns have b8on mg1.
the amomls cat) be measured reliabty, and it is probablè that incomè Mll te ￿ceIved.
Cash donaiions ara r8¢4)gniseLI on receipt. Othèr donations are recognised once the thadty has been notified
of Ihe donation. unless perfomance condth'ons requir• deferral of th* arnounl. Income tsx recovgrabl$ In
relation to donatlons r6cshfed under Gift Aid or deeds Df cJvÈnant is r8cognised al Ihe tlme of the donation.
Legac￿$ arg re￿gnised on receipt or otherwise rf the charity has been notified of an unpÈndTrig dislribJtion,
the amounl is known. and ieceipl Is expected. If Ihe amouni Is noi known. the legacy is treated as a
con￿ngent assgt.

THE EQUILIBRIUM CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED}
FOR THE YEAR ENDED 31 MARCH 2025
Accounting poll¢lg$
Icontlnuodl
1.5 Expendltu
Expenditure is recognised On￿ the￿ 15 a legal or construthve obligalion lo transfer ec4)nomic benefft to a
third paty. tt 15 probable that a Iransfer of ectsn(￿￿ beneffils will be Tequir•d in settlement, and the amount ol
the obligatiDn can be rneasurod rel￿bly.
Ex￿diture 15 clas&Trled by adivity. The costs of each aclivity a￿ mad8 up of the total ol dir&1 c05t5 arKI
shared costs, induiling support costs invofved in Underta￿ng each activity. Direct costs attribthabje to a sing
activty are allocated di¥ectty to that activty. Shared costs wthich contn'bule to rn0￿ than one activity and
support costs which are not attFibut8ble lo a single actiwty are apporti¢)ned between those a¢tivlEs on a basis
consistent with Ihe use of resources. Central staff cosls are allotaied on the basis of lime spent, and
depreciation chargès are atlocal8d on th8 porlK)n of the asseys use.
1.6 Fixed a￿•t In￿sImentS
Fixed assel ir)veslmeThls are initislly rne85ured al tranS￿lI0n prTh exdwjing tr8nsaL*on wsts. and a
subsequently rreasured al frdir value at eac* reporting date. Changes in lair value are recognised in net
Incomel(expenditurèl for the year. Ttsnsaclion costs are expens￿ as incuff8d.
1.7 Cash and ¢ash equivalents
Cash and cash equivalents irdude cgsh in hand. deposits held al call banks, other short-term liqul
inve5trnenl¥ whh orfglnal maturitses of three months or less. and bank ts￿rdrafts. Bank overdrafts a￿ shown
wAhin bOrroW￿0S In cur￿n1 liabilrtias.
1.8 Flnanclal instruments
The tharity has elected to app￿ the provis•ons of Sedion 11 'Basic Financial Instruments. an¢J Section 12
'Olhei Financial Instrurnenls Issuas, of FRS 102 to all of its ffinancial instruments.
Finanual instrutn8nls are re(>)gnlse(l in the tharity's balan¢e sheet vthen the charHy becomès party to the
contractual prowsion8 of the ￿$truMent.
Finanrjal asgets 8nd lialjtlities a￿ offset, with the net amounts presented in the financial statements, when
there ts a leglly enforc*abl& ri9hl to $81 off the recognised amounts aJNJ there is an ￿tentiOn lo settle on a net
basis or to realise Ihe 8ssel and settle the h'ability simuttaneou$ly.
8asl¢ finan¢lal a6￿ts
Basic finan￿al a5sels. whlch include debtor5 and cash and bank balxn¢es. a￿ inibany measured 8t
tran$a¢lton price including transaction costs and arè subsequtnly caniad at wnorfised cost uslng Ihè eff&￿1
interesl mgihtyy unless the arrangem8nt Gonstitutes a financang Iransactson. where the transaction is
meaSU￿d al the present value of the fulure r￿lpt$ discounted at a market ratg 01 interest. FinancAal 45&gts
dassTrled as ￿￿Vabl0 one year a￿ not amortiséd.
Basic nnaft¢lalllablllil•s
Basic finanaal liabiltias, in¢luding credilors and bank loans are inhially ￿COgnised al transadion pri￿ unleyg
the arrangement constitutes a financiny tiansadion, where the debt instrum•nt is rnvasured at the present
value ol th8 fuiure payments di$¢ounted al a rnarket rate of interest. Financtal liabilities classified as payable
within one year a￿ not afftorti3ed.
Debt ill51iumenls are subsequ*nUy carried al amortised cost. using the effedive interest rate method.
Trade crèditors are oblvJatK)ns to pay for goods or services that have been aLyuired in th8 ordinwy ¢ours8 of
operations from Supplièrs. Amounts payable are ctsssifiod as ¢uii¢nt liabilities il payment is (Juè wlhin one
year or ￿$$. If not. they are presènted as non-currenl liabilities, Trade c*edrtors are recognised iTritialty at
tr#nsaL*ion wice and sub$•quenlly measured at amorlisecl cDsl using thè effecbve interest method.

THE EQUILIBRIUM CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS {CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
Accountlng pvlici•s
ICorflnued>
l)erncognitffon of finan¢lalIlabll￿èS
FinanLyal tra￿11t1￿$ are der8cognisèd wh*n tha charty s contractual oblYJallons expl￿ or are distharged or
¢ancelled.
In¢ome from donatliJn• and hgacles
Unr88tiicted Unr•$lrf¢lsd
fvnd8
funds
2025
2024
Donations and gffts
191.868
303,369
Income from Inveslments
Unre$trlctsd Unre5tri¢ted
fvnds
funds
2025
2024
Interest receivaNe
289
Trustsp$
None ol the trustees lor any perso¢)s ￿nnected wilh th8ml rec8￿￿ any rernuneration or benefrts trom the
ch8rity during the year.
Other •xp•ndltur•
Vnr•strictsd Ufirestricted
fund$
funds
2025
2024
Govemance c051
Fin8nung costs
2,975
782
2.835
24
3.757
2.859
10-

THE EQUILIBRIUM CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS {CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
Galns and losses on investrnents
Unr•slrl¢ied UMrèstr4Cted
funds
lund¥
2025
2024
Gainslllossas} arfsing on..
Revaluation of investmen1$
18,124
2,754
Taxalion
The tharity is exempt from taxathon on its actitrit*s bècausè all its incame is ￿p￿led for tharilablg purposes.
Fixed a#¥et investmerrts
Listed
Invgstmgnts
Cost or valuation
Al 1 Apnl 2024
Addrtitsns
Valuation changes
272,401
223,564
18,125
Al 31 March 202S
514,0
Carrybng amount
At 31 March 2025
514.090
At 31 March 2024
272.401
Debtor8
1025
2024
Amtsunts falllng dué wlthln onè year.
Olher debtors
33,750
10 CreditorJ'. amounts falling due wlthln one year
2025
2024
Accruals and delerred income
2,975
2.835
11

THE EQUILIBRIUM CHARITABLE TRUST
NOTES TO THE FINANCIAL STATEMENTS (CONTINUED)
FOR THE YEAR ENDED 31 MARCH 2025
11 Unr•stricted fund5
The unrestrict•d funds of thg charity comprise the unexpendgd balances of don8lbn$ and grants YrfhiGh are
not subiEcl to specffjc condrfions by donors and granlor5 as to how they rnzy be used. These indude
d8sign8ted fvnds wh*ch have bèen set aside out of unrestricted funds by the Iru$tee5 for specific purposes.
At l April
2024
In¢omlng
resources
ReFources
expended
Galns and At 31 March
Ii)sse$
2025
General funds
303,316
191.957
12,2821
18,124
511,115
Prgvious perlod:
At 1 Aprll
2023
Incomlng
resources
ReSoU￿e6
expended
Galns and At 31 Mar¢h
10sseB
2024
General funds
303,421
P,859)
2.754
303,318
12 Vnrnstricted funds
It is intendèd lor the opèrational costs ol the iwust to be off5el by don8tions urto trust by Equilibrium Finanaal
PL3nning LLP. Thg donations will b8 made post year end.
13 Relai8d party transa¢tFons
Ther8 were no disck)sable related party transacUon$ dullng Ihe year.
12-