CODI TRUST LIMITED
Registered charity 1161479 · accounts filings on the Charity Commission register · also known as GWALIA HOUSING TRUST, GWALIA TRUST, Pobl Trust
Codi Trust (formerly known as Pobl Trust) is a charitable arm of Codi Group. The aim of the Trust is to help improve the quality of life for people and communities across areas where Codi works. The Trust will donate up to £1000 per donation to good causes.
Causes: Education/training · Disability · The Prevention Or Relief Of Poverty · Accommodation/housing · Grant history (this charity is a funder) · website · Get email alerts
Financial health, per its FY2025 accounts
The accounts state that the Trust generated a small surplus of £6,908 for the year ended 31 March 2025, resulting in unrestricted reserves of £260,107. The Trustees confirm the Trust has no external borrowings and adequate resources to continue as a going concern.
Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Reserves policy: equal to the expenditure in the most recent financial year (held: £260k)
“The policy sets a target level of reserves to be maintained equal to the expenditure in the most recent financial year.” — page 6
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Pobl Group provides company secretarial and accounting services to the Trust. The Parent does not make a surplus on these transactions with the Trust.
“Pobl Group provides company secretarial and accounting services to the Trust. The Parent does not make a surplus on these transactions with the Trust. There are no transactions, balances or relationships that require disclosure.” — page 5
Per its FY2025 accounts as filed with the Charity Commission.
Accounts audited by KPMG LLP. Discloses 5 of 6 completeness components.
Public fundraising profile: JustGiving — Codi Trust (matched by registered charity number).
Funders the charity credits
Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).
- Codi Lottery — “Most of the Trust income comes from the Codi Lottery, an internal lottery for Codi colleagues.” (source page)
Register events
- Received assets from another charity (25/10/2016) — per the register’s event history; asset transfers typically record mergers or reorganisations.
- Ashleigh Handley
- Christopher Davies
- Dafydd Hellard
- Emily Victoria Saunders
- Gareth Rees
- Grant Nicholson
- James Hanford
- Lisa Hall
- Lynne Whistance · trustee of 1 other charity
- Natalie Dupre
- Victoria Evans
- Victoria Leigh Eynon
Trustee list from the Charity Commission register (current, not historical).
Operates in: Throughout Wales
Income and spending
Common questions
Is CODI TRUST LIMITED financially healthy?
Per its FY2025 accounts: The accounts state that the Trust generated a small surplus of £6,908 for the year ended 31 March 2025, resulting in unrestricted reserves of £260,107. The Trustees confirm the Trust has no external borrowings and adequate resources to continue as a going concern. Its FY2025 accounts were audited by KPMG LLP.
Government & lottery funding
Grants to this charity published as open data by government and lottery funders (360Giving).
Funders of similar charities
Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.
Charities like this
Semantically similar by activities and financial character, from our analysed corpus. Compare with C R AND I TRUST LIMITED.
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.