The Equitable Charitable Trust is a registered charity. 

 

The Trust was set up in 1984 to receive and distribute, for charitable purposes, a portion of the profits from a commercial school fee investment plan scheme. 

 

Since inception the Trust has made grants totalling over £23 million to help promote and support education for disabled and/or disadvantaged children and young people throughout the UK and abroad.

 

The school fee investment plan that provided the Trust’s income is no longer open for new business.  Very few active plans remain and these are due to end shortly.  It is therefore not anticipated that the Trust will continue indefinitely.  However, the Trust is currently able to make grants each year totalling approximately £1 million.

 

The Equitable Charitable Trust is managed by three Trustees; Brian McGeough and Peter Goddard, the Joint Managing Trustees, and Roy Ranson.

 

Its grant making operations are administered under contract by The Henry Smith Charity.

 

Copies of the Trust's Annual Report and Accounts are available via the Charity Commission's website.

 

Home