the friendly trust
Activities & Mission
The Friendly Trust is a registered charity which helps vulnerable adults to manage their money.We provide individuals with accessible information and personalised, practical help to help them increase their financial independence and security and improve the quality of their lives.
Fundraising
See where The Friendly Trust is active and find local fundraising opportunities.
Region
Financial Information
Latest Income
£786,113
Latest Expenditure
£877,228
Financial Efficiency
Program Ratio 111.6%
% of income going directly to charitable activities
Overall Efficiency 100.0%
% of expenditure going to programs (vs overhead)
Administrative Ratio 0.6%
Overhead (fundraising + governance) as % of total expenditure
Latest Financial Breakdown
Income Sources
Donations & Legacies £4,246
Charitable Activities £774,460
Other Trading £0
Investments £7,407
Other Income £0
Expenditure Categories
Charitable Expenditure £877,228
Raising Funds £0
Governance £5,648
Grants to Institutions £0
Other Expenditure £0
Financial Trend
Annual Returns
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2024 | £786,113 | £877,228 | £877,228 | £506,205 | £579,649 | 25 / 0 |
| 2023 | £725,690 | £670,245 | £670,245 | £579,649 | £537,268 | 21 / 0 |
| 2022 | £835,429 | £577,668 | £577,668 | £499,768 | £464,768 | 21 / 3 |
| 2021 | £515,236 | £534,708 | £534,708 | £242,007 | £207,007 | 19 / 5 |
| 2020 | £523,445 | £477,184 | £477,184 | £224,869 | £224,869 | 15 / 4 |
Staff column shows: Employees / Volunteers
Details
Address
The Friendly Trust
Canton House
435-451 Cowbridge Road East
Cardiff
CF5 1JH
Canton House
435-451 Cowbridge Road East
Cardiff
CF5 1JH
Website
www.friendlytrust.org.ukRegistration Date
22 December 2000
Status
Registered
Registry Information
Organisation Number
3974668
Charity Number
1084265
Trustees
Philip Joseph Boshier
Matthew John Wedlake
Owain Phillips Mr
Fiona Mary Hughes
Rupert Philip Cecil Boston
Jaime Falarczyk
Clio Galatea Khan
Dafydd Emyr Hobbs
Lawrence Adegoriola Gomez
Judith Anne Konkol
Ian Vernon Murdoch Cater