01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 21 February 1989
- Removed
- Not supplied
- Company number supplied
- 02341733
- Financial period
- 1 April 2025 – 31 March 2026
- Latest income
- £589,688
- Latest expenditure
- £755,766
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Equity Charitable Trust, 23 Alphabet Mews, LONDON, SW9 0FN
Website recorded by the regulator: www.equitycharitabletrust.org.uk (displayed as text)
02 Activities
What the charity does
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.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2025
- Fin Period End Date
- 31 March 2026
- Ar Cycle Reference
- AR26
- Reporting Due Date
- 31 January 2027
- Date Annual Return Received
- 16 September 2026
- Date Accounts Received
- 16 September 2026
- Total Gross Income
- £589,688
- Total Gross Expenditure
- £755,766
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 January 2026
- Date Annual Return Received
- 11 August 2025
- Date Accounts Received
- 11 August 2025
- Total Gross Income
- £577,569
- Total Gross Expenditure
- £953,377
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 January 2025
- Date Annual Return Received
- 28 September 2024
- Date Accounts Received
- 28 September 2024
- Total Gross Income
- £489,224
- Total Gross Expenditure
- £953,181
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 January 2024
- Date Annual Return Received
- 11 October 2023
- Date Accounts Received
- 11 October 2023
- Total Gross Income
- £583,822
- Total Gross Expenditure
- £770,074
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 January 2023
- Date Annual Return Received
- 12 November 2022
- Date Accounts Received
- 12 November 2022
- Total Gross Income
- £731,899
- Total Gross Expenditure
- £756,486
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR26
- Fin Period Start Date
- 1 April 2025
- Fin Period End Date
- 31 March 2026
- Ar Due Date
- 31 January 2027
- Ar Received Date
- 16 September 2026
- Total Gross Income
- £589,688
- Total Gross Expenditure
- £755,766
- Grant Making Is Main Activity
- Yes
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 2
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 11 August 2025
- Total Gross Income
- £577,569
- Total Gross Expenditure
- £953,377
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 2
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 28 September 2024
- Total Gross Income
- £489,224
- Total Gross Expenditure
- £953,181
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 2
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 11 October 2023
- Total Gross Income
- £583,822
- Total Gross Expenditure
- £770,074
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 2
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 12 November 2022
- Total Gross Income
- £731,899
- Total Gross Expenditure
- £756,486
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 1
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR26
- Fin Period Start Date
- 1 April 2025
- Fin Period End Date
- 31 March 2026
- Ar Due Date
- 31 January 2027
- Ar Received Date
- 16 September 2026
- Income Donations And Legacies
- 72506
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 517182
- Income Other
- 0
- Income Total Income And Endowments
- 589688
- Income Legacies
- 15000
- Income Endowments
- 0
- Expenditure Raising Funds
- £42,509
- Expenditure Charitable Expenditure
- £713,257
- Expenditure Other
- 0
- Expenditure Total
- 755766
- Expenditure Investment Management
- 42509
- Expenditure Grants Institution
- 50000
- Expenditure Governance
- 27423
- Expenditure Support Costs
- 100419
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 955983
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £12,651,174
- Assets Total Fixed
- 12516304
- Assets Own Use
- 1
- Assets Long Term Investment
- 12516303
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £232,320
- Assets Total Liabilities
- £80,250
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £12,668,374
- Creditors One Year Total Current
- 80250
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £200,134
- Funds Endowment
- 0
- Funds Unrestricted
- 12651174
- Funds Restricted
- 17200
- Funds Total
- 12668374
- Count Employees
- 2
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 11 August 2025
- Income Donations And Legacies
- 110461
- Income Other Trading Activities
- 49998
- Income Charitable Activities
- 0
- Income Investments
- 417110
- Income Other
- 0
- Income Total Income And Endowments
- 577569
- Income Legacies
- 56783
- Income Endowments
- 0
- Expenditure Raising Funds
- £39,444
- Expenditure Charitable Expenditure
- £846,628
- Expenditure Other
- 67305
- Expenditure Total
- 953377
- Expenditure Investment Management
- 39444
- Expenditure Grants Institution
- 75772
- Expenditure Governance
- 35025
- Expenditure Support Costs
- 96449
- Expenditure Depreciation
- 0
- Gain Loss Investment
- -590098
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 100000
- Reserves
- £11,859,969
- Assets Total Fixed
- 10099623
- Assets Own Use
- 1
- Assets Long Term Investment
- 10099622
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,952,024
- Assets Total Liabilities
- £173,178
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £11,878,469
- Creditors One Year Total Current
- 173178
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £166,336
- Funds Endowment
- 0
- Funds Unrestricted
- 11859969
- Funds Restricted
- 18500
- Funds Total
- 11878469
- Count Employees
- 2
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 11 October 2023
- Income Donations And Legacies
- 90107
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 493715
- Income Other
- 0
- Income Total Income And Endowments
- 583822
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £75,463
- Expenditure Charitable Expenditure
- £694,611
- Expenditure Other
- 0
- Expenditure Total
- 770074
- Expenditure Investment Management
- 37395
- Expenditure Grants Institution
- 63000
- Expenditure Governance
- 0
- Expenditure Support Costs
- 57188
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 516534
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 100000
- Gain Loss Other
- 0
- Reserves
- £12,631,343
- Assets Total Fixed
- 12162579
- Assets Own Use
- 1800001
- Assets Long Term Investment
- 10362578
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £638,796
- Assets Total Liabilities
- £170,032
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £12,631,343
- Creditors One Year Total Current
- 170032
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £466,502
- Funds Endowment
- 0
- Funds Unrestricted
- 12498026
- Funds Restricted
- 133317
- Funds Total
- 12631343
- Count Employees
- 2
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 12 November 2022
- Income Donations And Legacies
- 327547
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 0
- Income Investments
- 404352
- Income Other
- 0
- Income Total Income And Endowments
- 731899
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £78,661
- Expenditure Charitable Expenditure
- £677,825
- Expenditure Other
- 0
- Expenditure Total
- 756486
- Expenditure Investment Management
- 78661
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 19515
- Expenditure Support Costs
- 44637
- Expenditure Depreciation
- 0
- Gain Loss Investment
- 153147
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 100000
- Gain Loss Other
- 0
- Reserves
- £13,062,735
- Assets Total Fixed
- 12766738
- Assets Own Use
- 1800001
- Assets Long Term Investment
- 10966737
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £802,758
- Assets Total Liabilities
- £235,367
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £13,334,129
- Creditors One Year Total Current
- 235367
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £630,272
- Funds Endowment
- 0
- Funds Unrestricted
- 13062735
- Funds Restricted
- 271394
- Funds Total
- 13334129
- Count Employees
- 2
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England And Wales
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 206
- Classification Type
- Who
- Classification Description
- Other Defined Groups
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 301
- Classification Type
- How
- Classification Description
- Makes Grants To Individuals
08 Official extract
Charity Event History
- Charity Name
- EQUITY CHARITABLE TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1989-02-21T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- 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
- NOT DEFINED
10 Official extract
Charity Other Names
- Charity Name Id
- 194842
- Charity Name Type
- Previous name
- Charity Name
- EQUITY TRUST FUND
11 Official extract
Charity Policy
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Conflicting interests
- Policy Name
- Investment
- Policy Name
- Risk management
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Complaints handling