The Money Charity

Registered charity 1106941 Registered since 2004

Operates: Throughout England And Wales, Northern Ireland

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Board DNA

How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.iBoard compositionCounted from the dated Charity Commission trustee register: the current board only, past trustees excluded.

5 trustees on the board

Justin Basini Chair since 2021
Cathrine Louise Sparey since 2026
Jennifer Norris since 2024
Jonathan Bryan since 2022
Lindsey Meredith Berthoud since 2026

2.2y median 2y

average tenure

longest tenure

trustees past 6 years

6.2y

average years in governance

First-time vs portfolio trustees

First-time (3)

Justin Basini Chair since 2021
Cathrine Louise Sparey since 2026
Jennifer Norris since 2024

Portfolio (2)

Jonathan Bryan since 2022
Lindsey Meredith Berthoud since 2026

company-linked trustees

Sector coverage iSector coverageThe charitable fields this board's trustees govern in elsewhere, by Charity Commission classification. Excludes this charity.

Education/training 5The Prevention Or Relief Of Poverty 5General Charitable Purposes 2

Commercial experience iCommercial experienceThe industries this board's members are company directors in, by Companies House SIC code. Excludes this organisation's own company.

Finance 4Other services 4Tech and media 3

Succession forecast iSuccession forecastThe number of board seats likely to open in the next twelve months - summed across the board from each dated trustee’s tenure - and the profile worth recruiting next. From the filed record, deterministic.

🔒 Succession forecast is a Pro feature - the board seats likely to open in the next year and the ideal next trustee. Explore Pro →

Health of the organisation facts side by side - the conclusion is yours

Income v spending, filed accountsiIncome v spendingTotal gross income and expenditure from filed annual returns, Charity Commission, last 5 years.

2020

2021

2022

2023

2024

incomespending£622k latest income · spending exceeded income in 2023 and 2024

ReservesiReserves12 x free reserves / annual expenditure, from the Part B annual return. The sector median is computed across all Part B filers in the same income band.

3.1 months of spending held in free reserves · median for charities its size: 4.0 months

10 from 9 in 2022

EmployeesiEmployeesHeadcount as filed in Part B annual returns, per financial year. Shown exactly as filed; year-on-year figures may be filed on different bases, so a comparison is only shown when the filings are plausibly comparable.

12%

Income from governmentiIncome from governmentGovernment contracts plus government grants as a share of total gross income, latest Part A annual return.

Related organisations iRelated organisationsTwo groups, both deterministic from public records. Related organisations share two or more trustees with this board - a real structural link, such as a subsidiary or sister charity. Connected through a shared trustee share exactly one person - a genuine connection, but not the same group. A board with no shared trustee at all may still appear here when it is active in the same charitable field.

Connected through a shared trustee

Action West London 1 shared trustee

Also active in the same field

Aylesbury Vineyard Church Similar size; both Poverty relief
Cannon Charitable Trust Similar size; both Poverty relief
Gift of Hope Trust LTD Similar size; both Poverty relief
Avery Hill Charitable Trust Similar size; both Poverty relief
Watford Citizens Advice Bureau Similar size; both Poverty relief

Deterministic, from public records.

Contact

Website	www.themoneycharity.org.uk
Email	hello@themoneycharity.org.uk
Phone	02070628933
Address	The Money Charity, 15 Prescott Place, LONDON, SW4 6BS

Finances

£622,273 latest income

Year	Income	Spending
2020	£272,981	£431,980
2021	£395,591	£436,433
2022	£721,307	£523,838
2023	£653,078	£761,371
2024	£622,273	£690,988

What it does

What

Education/trainingThe Prevention Or Relief Of Poverty

Who

Children/young PeopleThe General Public/mankind

How

Provides ServicesProvides Advocacy/advice/informationSponsors Or Undertakes Research

Charitable objects

THE PREVENTION OF FINANCIAL HARDSHIP IN THE UNITED KINGDOM FOR THE PUBLIC BENEFIT, IN PARTICULAR, BUT NOT EXCLUSIVELY, BY PROVIDING MONEY MANAGEMENT EDUCATION, ADVICE AND INFORMATION

Governing document: MEMORANDUM AND ARTICLES INCORPORATED 28/09/2004AS AMENDED BY CERTIFICATE OF INCORPORATION ON CHANGE OF NAME DATED 17/08/2012AS AMENDED BY SPECIAL RESOLUTION(S) DATED 03/07/2012AS REGISTERED AT COMPANIES HOUSE ON 10/08/2012AS AMENDED BY SPECIAL RESOLUTION(S) DATED 06/05/2014AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 12 JUN 2019 as amended on 25 Apr 2022 as amended on 29 Apr 2026

Trustees (5)

5trustees

41median age

0aged 70+

Justin Basiniage band 50-54 Chair since 2021
Cathrine Louise Sparey since 2026
Jennifer Norrisage band 35-39 since 2024
Jonathan Bryanage band 40-44 since 2022
Lindsey Meredith Berthoud since 2026

Linked company (Companies House)

The Money Charity · 05244075 · Active

PRI/LBG/NSC (Private, Limited by guarantee, no share capital, use of 'Limited' exemption) · incorporated 28/09/2004

6 governing document(s) held from Companies House.

Connected charities (2)

King's Lynn Civic Society 1 shared trustee
Action West London 1 shared trustee

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