Finance Score: 0
Governance Score: 9
Support Score: 10
  • No PartB
  • Good trustee age range: +3
  • Dynamic board: +3
  • Gender balanced board: +3
  • Overall weighted support: +10
Overall GiG Score: 19 ?

THE EQUALITY TRUST

We work to improve the quality of life in the UK through the reduction of economic inequality. We do this by researching and disseminating research on inequality in the UK, aiming to highlight areas of good and bad policy and practice. We also support a network of local group activists, who work to raise awareness of, and reduce, economic inequality in their local area.
Analysis by Giving is Great

Positives:

  • There have been no material income shortfalls in recent years
  • A significant proportion of recent income was derived from major grant makers
  • The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

  • Over half the Board have joined recently

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit £k
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
31/12/23£322£312£10n/an/an/an/an/an/a
31/12/22£385£340£45n/an/an/an/an/an/a
31/12/21£324£347£-23n/an/an/an/an/an/a
31/12/20£319£316£3n/an/an/an/an/an/a
31/12/19£346£324£22n/an/an/an/an/an/a
31/12/18£230£236£-7n/an/an/an/an/an/a
31/12/17£221£222£0n/an/an/an/an/an/a
31/12/16£367£289£77n/an/an/an/an/an/a
31/12/15£263£275£-12n/an/an/an/an/an/a

Highest pay bracket: less than £60,000
Established: 9 years
(17 years as a company)

http://www.equalitytrust.org.uk/

info@equalitytrust.org.uk

02036370324

Charity Commission for England and WalesCompanies HouseFacebookInstagramX
UN SDGs
?
Listed activities
  • Economic/Community Development/Employment
  • Education/Training
  • Human Rights/Religious Or Racial Harmony/Equality Or Diversity
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
GiG Classification
  • Philanthropic intermediaries and voluntarism promotion
How it operates
  • Acts as an umbrella or resource body
  • Provides advocacy/advice/information
  • Sponsors or undertakes research
Where it operates
  • Throughout England And Wales,
Who it helps
  • The General Public/Mankind

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years
Tudor Trust£127,000
Trust for London£108,650
Joseph Rowntree Foundation£100,000
Barrow Cadbury Trust£80,000
John Ellerman Foundation£70,000
Alex Ferry Foundation£32,735
Specific Donations
Amount When
Months
To be used for
Trust for London - Equality Trust
£2,650 29/09/2022
This is a cost of living uplift for grant reference 360G-trustforlondon-MAIN-S2-06.10.2020-8800
Alex Ferry Foundation - Employment: Your Time, Your Pay
£15,735 27/07/2022
research grant
Joseph Rowntree Foundation - Grant to Equality Trust, The
£100,000 08/07/2022
Core costs
Barrow Cadbury Trust - Coproducing the implementation of the socio-economic equality duty in Birmingham
£80,000 30/04/2022
To enable those experiencing socio-economic inequality to influence how Birmingham implements the socio-economic equality duty
Trust for London - Equality Trust
£106,000 03/03/2021
The funding is for a full-time London Organiser to coordinate and support My Fair London (MFL) and young equality campaigners to raise awareness of the impacts of inequality in order to/and to ....more
Tudor Trust - Grant to The Equality Trust
£100,000 27/01/2021
24
over two years as continuation funding towards the core costs of a charity working to improve the quality of life in the UK by reducing economic inequality
Tudor Trust - Grant to The Equality Trust
£2,000 05/01/2021
as an additional grant to support staff, volunteer and trustee wellbeing, to assist the organisation deliver its charitable purpose more effectively
Alex Ferry Foundation - Employment Rights in Schools -Pilot
£17,000 11/11/2020
AFF research grant
John Ellerman Foundation - Core costs
£70,000 24/09/2020
24
Towards the costs of joining up their research, policy and communications functions in relation to their work on reducing socio-economic inequality in the UK.
Tudor Trust - Grant to The Equality Trust
£25,000 29/06/2020
12
over one year as additional funding towards the salary and associated costs of a Press and Communications Officer for a charity that works to improve the quality of life in the UK by reducing ....more
Joseph Rowntree Foundation - Grant to Equality Trust, The
£87,291 12/07/2019
18
Equal Pay @50 Campaign
Barrow Cadbury Trust - APPG on Poverty - Poverty Premium Inquiry Support
£5,500 06/07/2018
7
To provide additional staff time to the secretariat of the Inquiry
Friends Provident Foundation - The Equality Trust-Corporate indicators for fairer pay
£123,500 13/03/2018
A report on the FTSE 100, with trade union involvement, analysing pay ratios, union recognition, pay rises, gender pay gaps, subsidies, outsourcing and Living Wage, sector-by-sector, to provide a ....more
Tudor Trust - Grant to The Equality Trust
£150,000 11/08/2017
36
over three years towards the core costs of an organisation that works to improve the quality of life in the UK by reducing economic inequality
Tudor Trust - Grant to The Equality Trust
£150,000 23/02/2015
36
over three years towards the core costs of an organisation that works to improve the quality of life in the UK by reducing economic inequality
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)
Current Trustees appointed
Gender Split
Based on 6/7 persons

Age Range of Trustees: 27-66
  • CHI LAEL Appointed: 2023, Occupation: Un Spokesperson
  • GEORGE HENRY WEYMAN Appointed: 2019, Occupation: Technology Business Partner
  • GERARD BOYLE Appointed: 2020, Occupation: Councillor
  • KAREN TURNER Appointed: 2023, Occupation: Arts Director
  • MARY HILL Appointed: 2024, Occupation: Head Of Policy (Nhs)
  • THOMAS ALLANSON Appointed: 2023, Occupation: Data Analyst
  • YAMINI CINAMON NAIR Appointed: 2023
Legal constitution
  • Charitable company registered in England & Wales on 06/05/2015, number: 1161545
  • Registered at Companies House on 06/02/2007, number: 06084965
Gift Aid
  • 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
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
9 returns made; all on time
Main office

Square Root Business Centre
102-116 Windmill Road
CROYDON
CR0 2XQ

Objectives

THE OBJECTS OF THE CHARITY ARE: 1) TO ADVANCE EDUCATION, PARTICULARLY EDUCATION OF THE PUBLIC THROUGH UNDERTAKING AND/OR PROMOTING RESEARCH INTO THE SCALE, DEVELOPMENT, CAUSES AND EFFECTS OF SOCIO-ECONOMIC INEQUALITY AND MEANS TO REDUCE SOCIO-ECONOMIC INEQUALITY, PUBLISHING, OR PROCURING THE PUBLICATION OF, THE USEFUL RESULTS OF SUCH RESEARCH; 2) TO RELIEVE POVERTY, INCLUDING THROUGH THE RELIEF OF SOCIAL AND ECONOMIC NEED AND DISADVANTAGE RELATED, IN WHOLE OR PART, TO SOCIO-ECONOMIC INEQUALITY; 3) TO ADVANCE HEALTH, IN PARTICULAR THROUGH IDENTIFYING AND ADDRESSING PHYSICAL AND MENTAL HEALTH ISSUES ARISING, IN WHOLE OR PART, FROM SOCIO-ECONOMIC INEQUALITY; 4) TO PROMOTE EQUALITY AND DIVERSITY, IN PARTICULAR SOCIO-ECONOMIC EQUALITY AND DIVERSITY WITHIN SOCIO-ECONOMIC GROUPS;5) TO PROMOTE SUSTAINABLE DEVELOPMENT FOR THE BENEFIT OF THE PUBLIC (SUSTAINABLE DEVELOPMENT BEING DEVELOPMENT WHICH MEETS THE NEEDS OF THE PRESENT WITHOUT COMPROMISING THE ABILITY OF FUTURE GENERATIONS TO MEET THEIR OWN NEEDS).

Data Sources

Charity Commission for England and Wales
360 Giving

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