Finance Score: 0

Governance Score: 8

Support Score: 0

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

No supporters identified

Overall GiG Score: 8

EQUITY CHARITABLE TRUST

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.

Analysis by Giving is Great

Positives:

This charity has an endowment fund which generates most of its income
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
There are 14 trustees whereas the Charities Commission recommends a maximum of 12

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£584	£770	£-186	£38	£12,631	£12,498	194.8	2	2
31/03/22		£732	£756	£-25	£0	£13,334	£13,063	207.2	2	1
31/03/21		£1,333	£1,653	£-320	£32	£13,412	£13,369	97	2	0
31/03/20		£472	£488	£-17	n/a	n/a	n/a	n/a	n/a	2
31/03/19		£501	£451	£51	£0	£12,413	£12,370	329.4	2	0
31/03/18		£479	£458	£21	£0	£0	£0	n/a	0	0
31/03/17		£451	£414	£37	£0	£0	£0	n/a	0	0
31/03/16		£420	£400	£20	£0	£0	£0	n/a	0	0
31/03/15		£392	£435	£-43	£0	£0	£0	n/a	0	0
31/03/14		£448	£491	£-43	£0	£0	£0	n/a	0	0
31/03/13		£462	£386	£76	£0	£0	£0	n/a	0	0
31/03/12	*	£394	£429	£-35	£0	£0	£0	n/a	0	0
31/03/11		£367	£435	£-68	£0	£0	£0	n/a	0	0
31/03/10		£350	£409	£-59	£0	£0	£0	n/a	0	0
31/03/09		£362	£456	£-94	£0	£0	£0	n/a	0	0
31/03/08		£364	£350	£15	£0	£0	£0	n/a	0	0
31/03/07	*	£400	£265	£134	£0	£0	£0	n/a	0	0
31/03/06		£351	£318	£32	£0	£0	£0	n/a	0	0
31/03/05		£335	£288	£47	£0	£0	£0	n/a	0	0
31/03/04		£355	£337	£18	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 1%
Liabilities/Income: 29%
Unrestricted Funds/Total Funds: 99%
Reserves/Spending: 194.8 months
Net Current Assets/Spending: 7 months
Quick Ratio: 2.7

Asset Split ?

Established: 35 years

www.equitycharitabletrust.org.uk

kaethe@equitycharitabletrust.org.uk

02078311926

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
The Prevention Or Relief Of Poverty

GiG Classification

Poverty relief

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups

Who works here?

2 employees
2 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (14)

Current Trustees appointed

Gender Split

Based on 13/14 persons

Age Range of Trustees: 33-82

SHENAGH GOVAN Appointed: 2022, Occupation: Actress

DR OLIVER ROBERT FORD DAVIES

RACHAEL CLARE FAGAN Appointed: 2022, Occupation: Actress

SHALOM LEE-RAMSBOTTOM Appointed: 2022

STEPHEN NIGEL GILCHRIST Appointed: 2020, Occupation: Trustee

TONIA CAMPBELL Appointed: 2022, Occupation: Actress

WILLIAM CUMMINGS THOMPSON Appointed: 2020, Occupation: Trustee

ELIZABETH COOPER Appointed: 2022, Occupation: Stage Manager

DAVID JOHN WILLIAMS Appointed: 2022, Occupation: Actor, Other trusteeships: EVELYN NORRIS TRUST, SafetyCurtain,

HELEN LOUISE GRAINGER Appointed: 2022, Occupation: Head Of Marketing, Events And Training, Equity

JEAN ROGERS (Chair) Appointed: 2020, Occupation: Actress

STEPHEN ROSS Appointed: 2018, Occupation: Accountant

ROBIN BROWNE Appointed: 2007, Occupation: Actor

IAN CLIVE TALBOT OBE, Occupation: Artistic Director, Other trusteeship: TWO'S COMPANY (THEATRE) LIMITED,

Legal constitution

Charitable company registered in England & Wales on 21/02/1989, number: 328103
Registered at Companies House on 31/01/1989, number: 02341733

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

20 returns made; AR12: 28 days late, AR07: 73 days late,

Main office

Equity Charitable Trust
Plouviez House
19-20 Hatton Place
LONDON
EC1N 8RU

Objectives

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.

Defined Area of Benefit:

NOT DEFINED

Data Sources