The Friendly Trust
Analysis
The Friendly Trust is a registered charity in England and Wales, based in Cardiff. It was registered in December 2000, 26 years ago. Its declared purposes cover education/training, disability and the prevention or relief of poverty, which this site groups under disability. Legally it is a charitable company (Companies House number 03608297). It says it provides human resources, provides services and provides advocacy/advice/information.
In the financial year ending March 2025, The Friendly Trust reported income of £775k and spending of £887k, spending 114% of what it took in. Across the 5 years on record, from March 2021 to March 2025, income grew from £515k to £775k (+50%), an average of +11% a year. The sharpest change came in the year to March 2022, when income rose by 62%. Over the whole period it spent 98% of the income it received.
Among 12,871 England and Wales charities whose main cause is disability and that reported income, The Friendly Trust sits at the 91st percentile: it is larger than about 91% of them. Against every charity in England and Wales with reported income it ranks in the 92nd percentile. Charities of a similar size with the same main cause include Age Concern Torfaen (£775k), Bakewell and Eyam Community Transport (£776k) and Runnymede and Spelthorne Cab (£775k).
In its latest detailed accounts, income came from charitable activities 99%. Charitable activities took 99% of spending and raising funds 0.7%. Reserves of £309k would cover about 4 months of spending at that rate. It employed 22 people.
Income and spending
Where the income comes from
- Donations 0.1%
- Charitable activities 99%
- Investments 0.7%
In the charity's own words
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.
Similar-sized charities, same cause
| Charity | Location | Income |
|---|---|---|
| Age Concern Torfaen | Gwent | £775k |
| Bakewell and Eyam Community Transport | Bakewell | £776k |
| Runnymede and Spelthorne Cab | Surrey | £775k |
| Littlelifts | Norwich | £777k |