The Friendly Trust

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.

In the charity's own words, from the register.

In Wales

• Throughout Wales

Area of benefit in its governing document: Not Specified

The places the charity told the Commission it works in.

In the year ending 31 March 2025, it had income of £775,270 and spent £887,407.

Figures as the charity reported them to the Charity Commission. Staff and volunteer numbers are only asked of charities with income over £10,000. A year with no row was not reported.

Separate measures from the charity's own returns and accounts, each with its year. Read them together: no single measure says how well a charity is run.

Income over time

Up 50%, from £515,236 in the year to 31 March 2021 to £775,270 in the year to 31 March 2025.

Spending against income

It spent 114% of its income in the year to 31 March 2025. It spent more than its income in 3 of the 5 years shown.

Money from government

80% of its income in the year to 31 March 2024 came from government grants and contracts (£630,893).

Largest funder

Cardiff Council gave £382,638 in the year to 31 March 2025, 49% of that year's income.Read by AI from the charity's accounts.

From the annual returns the charity filed with the Charity Commission. The largest funder comes from its accounts, read by AI.

Government grants in the year ending 31 March 2025: Not reported. Government contracts: £609,870 from 6 contracts.

From the charity's annual return to the Charity Commission, which asks every charity with income over £10,000 how much came from government grants and contracts. It does not say which part of government. These totals are separate from the named funders read from its accounts and the grants published on 360Giving, and are not added to them.

In its accounts for the year ending 31 March 2025, the charity named 8 funders who gave £628,038 between them. £613,038 of that came from public bodies.

These figures were read from the accounts the charity filed with the Charity Commission by Claude, an AI model, in OpenEconomy's accounts reader. AI can misread a table, so check the accounts on the register before relying on a figure.

Only funding the accounts name with an amount is included. Most charities also have income from donations, fees and trading that is not listed by funder, so this is part of its income.

Funders that publish to 360Giving list 6 grants to this charity since 2005, worth at least £720,029.

Only funders that publish their grants to 360Giving are included, and many do not. These are amounts funders awarded, which can differ from what the charity received in a given year, so they are shown apart from the accounts figures above.

Public bodies' published spending shows 4 payments to this charity worth £17,868 between 22 May 2025 and 20 July 2026.

Councils and Welsh Government publish what they pay suppliers and grant holders above a threshold, usually £500 for councils and £25,000 for Welsh Government, so smaller payments are missing. A payment is shown only when OpenEconomy matched it to this charity with certainty. These figures come from the payer's records. They are a separate measure from the charity's own accounts, 360Giving grants and its annual return, and are never added to them.

Council business that names this charity, from the records councils publish, gathered by OpenCouncil. Newest first.

• 29 January 2024, Vale of Glamorgan

  Named in an agenda item or minute of Voluntary Sector Joint Liaison Committee

  Social Services and Third Sector – Iain McMillan, Head of Resource Management and Safeguarding. [View Presentation]

  Read the meeting record

We count a mention only when the record gives the charity's full registered name or its charity number. A mention shows the charity was named in that record. Follow the link to read what the record says.

Senedd and Welsh Government records that name this charity, gathered by OpenSenedd. Newest first.

• 23 October 2023

  Named by Jack Sargeant in the Senedd

  Can I thank you for providing us with the evidence? Of course, what you and your team at the Friendly Trust do on a daily basis is very important work indeed. Following this, we will send you a transcript of today's session. Please check that for accuracy and if any amendments need to be made, do le…

  Read the record

• 23 October 2023

  Named by Jack Sargeant in the Senedd

  …I think it's our third evidence session on this important petition from Mencap Cymru. With us today, we have Darren Joyce, the director of the Friendly Trust. Darren, welcome. Can I thank you for being with us today, on behalf of the Friendly Trust? I think I have this right in saying that the Frien…

  Read the record

• 23 October 2023

  Named by Jack Sargeant in the Senedd

  …recommendations to Welsh Government, which they will have to either accept or reject, and offer their reasoning as to why. I wonder, from the Friendly Trust's position, do you have any recommendations that you would like to see in our report so that we can consider those?

  Read the record

• 9 October 2023

  Named by Wayne Crocker in the Senedd

  …lly, they weren't able to pay in cash. So, I think that would be a very useful report. And I'm really pleased that you are going to invite the Friendly Trust to come and give evidence, because they will support a wide number of people to access some payments and they have a really deep understanding…

  Read the record

We count a mention only when the record gives the charity's full registered name or its charity number. A mention shows the charity was named in that record. Follow the link to read it in full.

8 trustees run the charity.

• Clio Galatea KhanAppointed 13 March 2025
• Fiona Mary HughesAppointed 14 January 2025
• Ian Vernon Murdoch CaterAppointed 11 September 2025
• Jaime FalarczykAppointed 14 January 2025
• Lawrence Adegoriola GomezAppointed 10 July 2025
• Owain Phillips MrAppointed 12 January 2021
• Philip Joseph BoshierAppointed 20 February 2017
• Rupert Philip Cecil BostonAppointed 14 January 2025

Trustees are responsible in law for the charity. Names are as they appear on the public register.

Of the last 5 annual returns that were due, 5 arrived by the deadline.

Charities with income over £10,000 send an annual return within 10 months of their year end, and those over £25,000 also send their accounts. Smaller charities only update their income and spending on the register. The dates are when the Commission received each document.

Charity number

1084265

Status

Registered

Registered with the Commission

22 December 2000

Governing document

MEMORANDUM AND ARTICLES INCORPORATED 31 JUL 1998AS AMENDED BY SPECIAL RESOLUTION(S) DATED 27 NOV 2000AS AMENDED BY SPECIAL RESOLUTION(S) DATED 21 SEP 2005AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 25 OCT 2017

Company number

03608297This company on OpenEconomyThis company on Companies House

Website

www.friendlytrust.org.ukAs the charity gave it on the register.

Council area of its contact address

Cardiff

• Register details, income, spending, trustees and filing dates: Charity Commission for England and Wales, register of charities. Loaded by OpenEconomy on 2 November 2026.
• Funding from accounts: the charity's filed accounts, read by OpenEconomy's AI accounts reader on 1 November 2026.
• Grants awarded: 360Giving open grants data, from funders that publish there. Loaded by OpenEconomy on 2 November 2026.
• Payments from public bodies: each body's own published spending data, matched to the charity by OpenEconomy. 5 public bodies' data is included so far.
• In council meetings: councils' published meeting records, gathered by OpenCouncil and matched to the charity by OpenEconomy on 4 November 2026.
• In the Senedd and Welsh Government: records gathered by OpenSenedd and matched to the charity by OpenEconomy on 5 November 2026.

• This charity on the Charity Commission register
• Its accounts and annual returns on the register
• 360Giving open grants data
• This charity on OpenEconomy

• OpenCouncil: council records that name this charity
• OpenSenedd: Senedd records that name this charity
• OpenCouncil: Cardiff Council's meetings and decisions
• OpenEconomy: Cardiff's economy in figures
• OpenSenedd: the Members of the Senedd for Caerdydd Ffynnon Taf
• OpenSenedd: the Members of the Senedd for Caerdydd Penarth