01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 19 June 2001
- Removed
- Not supplied
- Company number supplied
- 04228843
- Financial period
- 1 October 2024 – 30 September 2025
- Latest income
- £649,706
- Latest expenditure
- £4,125,243
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: PRIORY STREET CENTRE, 15 PRIORY STREET, YORK, YO1 6ET
Website recorded by the regulator: http://www.friendsprovidentfoundation.org (displayed as text)
02 Activities
What the charity does
The Foundation's overarching aim is to transform the use of financial systems into an informed activity that offers social as well as economic benefits, alleviating social disharmony and inequality.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 October 2024
- Fin Period End Date
- 30 September 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 30 July 2026
- Date Annual Return Received
- 14 July 2026
- Date Accounts Received
- 14 July 2026
- Total Gross Income
- £649,706
- Total Gross Expenditure
- £4,125,243
- Fin Period Start Date
- 1 October 2023
- Fin Period End Date
- 30 September 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 30 July 2025
- Date Annual Return Received
- 10 April 2025
- Date Accounts Received
- 10 April 2025
- Total Gross Income
- £996,642
- Total Gross Expenditure
- £2,200,525
- Fin Period Start Date
- 1 October 2022
- Fin Period End Date
- 30 September 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 30 July 2024
- Date Annual Return Received
- 4 April 2024
- Date Accounts Received
- 4 April 2024
- Total Gross Income
- £722,659
- Total Gross Expenditure
- £2,309,335
- Fin Period Start Date
- 1 October 2021
- Fin Period End Date
- 30 September 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 30 July 2023
- Date Annual Return Received
- 11 May 2023
- Date Accounts Received
- 11 May 2023
- Total Gross Income
- £689,814
- Total Gross Expenditure
- £2,950,988
- Fin Period Start Date
- 1 October 2020
- Fin Period End Date
- 30 September 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 30 July 2022
- Date Annual Return Received
- 16 June 2022
- Date Accounts Received
- 16 June 2022
- Total Gross Income
- £534,602
- Total Gross Expenditure
- £3,462,439
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 October 2024
- Fin Period End Date
- 30 September 2025
- Ar Due Date
- 30 July 2026
- Ar Received Date
- 14 July 2026
- Total Gross Income
- £649,706
- Total Gross Expenditure
- £4,125,243
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 80001 90000
- 1
- Count Volunteers
- 13
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 October 2023
- Fin Period End Date
- 30 September 2024
- Ar Due Date
- 30 July 2025
- Ar Received Date
- 10 April 2025
- Total Gross Income
- £996,642
- Total Gross Expenditure
- £2,200,525
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 0
- Count Salary Band 70001 80000
- 0
- Count Salary Band 80001 90000
- 1
- Count Salary Band 90001 100000
- 0
- Count Salary Band 100001 110000
- 0
- Count Salary Band 110001 120000
- 0
- Count Salary Band 120001 130000
- 0
- Count Salary Band 130001 140000
- 0
- Count Salary Band 140001 150000
- 0
- Count Salary Band 150001 200000
- 0
- Count Salary Band 200001 250000
- 0
- Count Salary Band 250001 300000
- 0
- Count Salary Band 300001 350000
- 0
- Count Salary Band 350001 400000
- 0
- Count Salary Band 400001 450000
- 0
- Count Salary Band 450001 500000
- 0
- Count Salary Band Over 500000
- 0
- Count Volunteers
- 7
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 October 2022
- Fin Period End Date
- 30 September 2023
- Ar Due Date
- 30 July 2024
- Ar Received Date
- 4 April 2024
- Total Gross Income
- £722,659
- Total Gross Expenditure
- £2,309,335
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 70001 80000
- 1
- Count Volunteers
- 7
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 October 2021
- Fin Period End Date
- 30 September 2022
- Ar Due Date
- 30 July 2023
- Ar Received Date
- 11 May 2023
- Total Gross Income
- £689,814
- Total Gross Expenditure
- £2,950,988
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 80001 90000
- 1
- Count Volunteers
- 13
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 October 2020
- Fin Period End Date
- 30 September 2021
- Ar Due Date
- 30 July 2022
- Ar Received Date
- 16 June 2022
- Total Gross Income
- £534,602
- Total Gross Expenditure
- £3,462,439
- Charity Raises Funds From Public
- No
- Grant Making Is Main Activity
- Yes
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 0
- Count Salary Band 70001 80000
- 0
- Count Salary Band 80001 90000
- 1
- Count Salary Band 90001 100000
- 0
- Count Salary Band 100001 110000
- 0
- Count Salary Band 110001 120000
- 0
- Count Salary Band 120001 130000
- 0
- Count Salary Band 130001 140000
- 0
- Count Salary Band 140001 150000
- 0
- Count Salary Band 150001 200000
- 0
- Count Salary Band 200001 250000
- 0
- Count Salary Band 250001 300000
- 0
- Count Salary Band 300001 350000
- 0
- Count Salary Band 350001 400000
- 0
- Count Salary Band 400001 450000
- 0
- Count Salary Band 450001 500000
- 0
- Count Salary Band Over 500000
- 0
- Count Volunteers
- 14
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 October 2024
- Fin Period End Date
- 30 September 2025
- Ar Due Date
- 30 July 2026
- Ar Received Date
- 14 July 2026
- Income Donations And Legacies
- 124062
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 153334
- Income Investments
- 372210
- Income Other
- 100
- Income Total Income And Endowments
- 649706
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £40,789
- Expenditure Charitable Expenditure
- £4,084,454
- Expenditure Other
- 0
- Expenditure Total
- 4125243
- Expenditure Investment Management
- 15843
- Expenditure Grants Institution
- 3399171
- Expenditure Governance
- 114343
- Expenditure Support Costs
- 814132
- Expenditure Depreciation
- 4495
- Gain Loss Investment
- 658904
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £21,410,306
- Assets Total Fixed
- 23046236
- Assets Own Use
- 13922
- Assets Long Term Investment
- 23032314
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,490,695
- Assets Total Liabilities
- £3,095,569
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £21,441,362
- Creditors One Year Total Current
- 1846172
- Creditors Falling Due After One Year
- 1249397
- Assets Cash
- £1,299,509
- Funds Endowment
- 0
- Funds Unrestricted
- 21410306
- Funds Restricted
- 31056
- Funds Total
- 21441362
- Count Employees
- 9
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 October 2023
- Fin Period End Date
- 30 September 2024
- Ar Due Date
- 30 July 2025
- Ar Received Date
- 10 April 2025
- Income Donations And Legacies
- 522500
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 62500
- Income Investments
- 411642
- Income Other
- 0
- Income Total Income And Endowments
- 996642
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £32,941
- Expenditure Charitable Expenditure
- £2,167,584
- Expenditure Other
- 0
- Expenditure Total
- 2200525
- Expenditure Investment Management
- 15528
- Expenditure Grants Institution
- 1045283
- Expenditure Governance
- 96112
- Expenditure Support Costs
- 633892
- Expenditure Depreciation
- 3536
- Gain Loss Investment
- 2526450
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £24,257,995
- Assets Total Fixed
- 24205864
- Assets Own Use
- 12361
- Assets Long Term Investment
- 24193503
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,399,811
- Assets Total Liabilities
- £1,347,680
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £24,257,995
- Creditors One Year Total Current
- 1166454
- Creditors Falling Due After One Year
- 181226
- Assets Cash
- £1,179,842
- Funds Endowment
- 0
- Funds Unrestricted
- 24231818
- Funds Restricted
- 26177
- Funds Total
- 24257995
- Count Employees
- 8
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 October 2022
- Fin Period End Date
- 30 September 2023
- Ar Due Date
- 30 July 2024
- Ar Received Date
- 4 April 2024
- Income Donations And Legacies
- 120013
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 155550
- Income Investments
- 447096
- Income Other
- 0
- Income Total Income And Endowments
- 722659
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £19,238
- Expenditure Charitable Expenditure
- £2,290,097
- Expenditure Other
- 0
- Expenditure Total
- 2309335
- Expenditure Investment Management
- 15511
- Expenditure Grants Institution
- 1335505
- Expenditure Governance
- 75809
- Expenditure Support Costs
- 489742
- Expenditure Depreciation
- 1756
- Gain Loss Investment
- 641780
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £22,806,154
- Assets Total Fixed
- 23823796
- Assets Own Use
- 6133
- Assets Long Term Investment
- 23817663
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,324,605
- Assets Total Liabilities
- £2,212,973
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £22,935,428
- Creditors One Year Total Current
- 1665948
- Creditors Falling Due After One Year
- 547025
- Assets Cash
- £1,099,099
- Funds Endowment
- 0
- Funds Unrestricted
- 22806154
- Funds Restricted
- 129274
- Funds Total
- 22935428
- Count Employees
- 8
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 October 2021
- Fin Period End Date
- 30 September 2022
- Ar Due Date
- 30 July 2023
- Ar Received Date
- 11 May 2023
- Income Donations And Legacies
- 135313
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 150000
- Income Investments
- 404501
- Income Other
- 0
- Income Total Income And Endowments
- 689814
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £21,664
- Expenditure Charitable Expenditure
- £2,929,324
- Expenditure Other
- 0
- Expenditure Total
- 2950988
- Expenditure Investment Management
- 16603
- Expenditure Grants Institution
- 1790313
- Expenditure Governance
- 73278
- Expenditure Support Costs
- 481515
- Expenditure Depreciation
- 1947
- Gain Loss Investment
- -3789640
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £23,797,559
- Assets Total Fixed
- 25444198
- Assets Own Use
- 3550
- Assets Long Term Investment
- 25440648
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,380,428
- Assets Total Liabilities
- £2,944,302
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £23,880,324
- Creditors One Year Total Current
- 2023065
- Creditors Falling Due After One Year
- 921237
- Assets Cash
- £974,134
- Funds Endowment
- 0
- Funds Unrestricted
- 23797559
- Funds Restricted
- 82765
- Funds Total
- 23880324
- Count Employees
- 8
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 October 2020
- Fin Period End Date
- 30 September 2021
- Ar Due Date
- 30 July 2022
- Ar Received Date
- 16 June 2022
- Income Donations And Legacies
- 216
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 140000
- Income Investments
- 394386
- Income Other
- 0
- Income Total Income And Endowments
- 534602
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £12,598
- Expenditure Charitable Expenditure
- £3,449,841
- Expenditure Other
- 0
- Expenditure Total
- 3462439
- Expenditure Investment Management
- 12398
- Expenditure Grants Institution
- 2588219
- Expenditure Governance
- 62179
- Expenditure Support Costs
- 446466
- Expenditure Depreciation
- 1560
- Gain Loss Investment
- 4049930
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £29,844,115
- Assets Total Fixed
- 32200453
- Assets Own Use
- 4136
- Assets Long Term Investment
- 32196317
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £1,585,359
- Assets Total Liabilities
- £3,854,674
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £29,931,138
- Creditors One Year Total Current
- 3040923
- Creditors Falling Due After One Year
- 813751
- Assets Cash
- £1,208,840
- Funds Endowment
- 29844115
- Funds Unrestricted
- 0
- Funds Restricted
- 87023
- Funds Total
- 29931138
- Count Employees
- 8
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Country
- Geographic Area Description
- Northern Ireland
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
- Geographic Area Type
- Country
- Geographic Area Description
- Scotland
- Parent Geographic Area Type
- Continent
- Parent Geographic Area Description
- Europe
- Welsh Ind
- No
- Geographic Area Type
- Region
- Geographic Area Description
- Throughout England And Wales
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 308
- Classification Type
- How
- Classification Description
- Sponsors Or Undertakes Research
- Classification Code
- 205
- Classification Type
- Who
- Classification Description
- Other Charities Or Voluntary Bodies
- Classification Code
- 303
- Classification Type
- How
- Classification Description
- Provides Other Finance
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
08 Official extract
Charity Event History
- Charity Name
- FRIENDS PROVIDENT CHARITABLE FOUNDATION
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 2001-06-19T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED ON THE 5TH OF JUNE 2001 as amended on 01 Nov 2021
- Charitable Objects
- THE OBJECTS OF THE FOUNDATION ARE TO PAY OR APPLY THE INCOME OR (IF AND WHEN THE TRUSTEES SHALL SEE FIT) THE WHOLE OR ANY PART OF THE CAPITAL OF THE FOUNDATION TO ANY CHARITABLE INSTITUTIONS, BODIES, TRUSTS OR FUNDS OR FOR ANY CHARITABLE PURPOSES PRINCIPALLY IN BUT NOT LIMITED TO THE UNITED KINGDOM ("THE OBJECTS").
- Area Of Benefit
- PRINCIPALLY BUT NOT LIMITED TO THE UNITED KINGDOM
10 Official extract
Charity Other Names
- Charity Name Id
- 500075
- Charity Name Type
- Previous name
- Charity Name
- FRIENDS PROVIDENT CHARITABLE FOUNDATION PLC
- Charity Name Id
- 500072
- Charity Name Type
- Previous name
- Charity Name
- FRIENDS PROVIDENT CHARITABLE FOUNDATION
- Charity Name Id
- 500077
- Charity Name Type
- Working name
- Charity Name
- FRIENDS PROVIDENT FOUNDATION
11 Official extract
Charity Policy
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Risk management
- Policy Name
- Conflicting interests
- Policy Name
- Complaints handling
- Policy Name
- Paying staff
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Complaints policy and procedures
- Policy Name
- Investment