RAISE LIMITED — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Charitable company
Registered: 25 January 2006
Removed: Not supplied
Company number supplied: 03854479
Financial period: 1 April 2024 – 31 March 2025
Latest income: £634,812
Latest expenditure: £534,708
Gift Aid: No
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: Raise, 107 Great Mersey Street, LIVERPOOL, L5 2PL

Website recorded by the regulator: www.raiseadvice.org.uk (displayed as text)

02 Activities

What the charity does

We provide welfare rights and debt advice and casework assistance, and financial inclusion advice by home visit and telephone to Housing Association tenants in Merseyside, and to other residents of Liverpool, and training in welfare rights, debt and financial literacy to the general public. We also provide support to social housing tenants aimed at improving their financial confidence.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 20 January 2026
Date Accounts Received: 20 January 2026
Total Gross Income: £634,812
Total Gross Expenditure: £534,708

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 24 January 2025
Date Accounts Received: 24 January 2025
Total Gross Income: £552,119
Total Gross Expenditure: £545,471

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 31 January 2024
Date Accounts Received: 31 January 2024
Total Gross Income: £673,274
Total Gross Expenditure: £713,726

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 27 January 2023
Date Accounts Received: 27 January 2023
Total Gross Income: £786,572
Total Gross Expenditure: £804,858

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 31 January 2022
Date Accounts Received: 31 January 2022
Total Gross Income: £711,898
Total Gross Expenditure: £690,565

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 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 20 January 2026
Total Gross Income: £634,812
Total Gross Expenditure: £534,708
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £4
Income From Government Grants: £312,597
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: No
Count Volunteers: 4

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 24 January 2025
Total Gross Income: £552,119
Total Gross Expenditure: £545,471
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £4
Income From Government Grants: £291,260
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: No
Count Volunteers: 2

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 31 January 2024
Total Gross Income: £673,274
Total Gross Expenditure: £713,726
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £1
Income From Government Grants: £9,000
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: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 27 January 2023
Total Gross Income: £786,572
Total Gross Expenditure: £804,858
Charity Raises Funds From Public: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £4
Income From Government Grants: £219,172
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 12

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 31 January 2022
Total Gross Income: £711,898
Total Gross Expenditure: £690,565
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: Yes
Count Govt Contracts: 2
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £1
Income From Government Contracts: 185946
Income From Government Grants: £9,000
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 10

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 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 20 January 2026
Income Donations And Legacies: 0
Income Other Trading Activities: 0
Income Charitable Activities: 635160
Income Investments: 0
Income Other: 5027
Income Total Income And Endowments: 640187
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £530,830
Expenditure Other: 3878
Expenditure Total: 534708
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 261960
Expenditure Support Costs: 95522
Expenditure Depreciation: 399
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £215,892
Assets Total Fixed: 799
Assets Own Use: 799
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £362,745
Assets Total Liabilities: £48,704
Assets Current Investment: 0
Assets Total Assets And Liabilities: £314,840
Creditors One Year Total Current: 48704
Creditors Falling Due After One Year: 0
Assets Cash: £309,133
Funds Endowment: 0
Funds Unrestricted: 295891
Funds Restricted: 18949
Funds Total: 314840
Count Employees: 16
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 24 January 2025
Income Donations And Legacies: 628
Income Other Trading Activities: 0
Income Charitable Activities: 548131
Income Investments: 0
Income Other: 3360
Income Total Income And Endowments: 552119
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £545,471
Expenditure Other: 0
Expenditure Total: 545471
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 18162
Expenditure Support Costs: 179478
Expenditure Depreciation: 686
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £144,430
Assets Total Fixed: 0
Assets Own Use: 0
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £265,368
Assets Total Liabilities: £50,632
Assets Current Investment: 0
Assets Total Assets And Liabilities: £214,736
Creditors One Year Total Current: 50632
Creditors Falling Due After One Year: 0
Assets Cash: £193,058
Funds Endowment: 0
Funds Unrestricted: 211955
Funds Restricted: 2781
Funds Total: 214736
Count Employees: 18
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 31 January 2024
Income Donations And Legacies: 80
Income Other Trading Activities: 0
Income Charitable Activities: 673194
Income Investments: 0
Income Other: 0
Income Total Income And Endowments: 673274
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £713,726
Expenditure Other: 0
Expenditure Total: 713726
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 7845
Expenditure Support Costs: 242478
Expenditure Depreciation: 2050
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £63,658
Assets Total Fixed: 685
Assets Own Use: 685
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £271,018
Assets Total Liabilities: £63,615
Assets Current Investment: 0
Assets Total Assets And Liabilities: £208,088
Creditors One Year Total Current: 63615
Creditors Falling Due After One Year: 0
Assets Cash: £240,627
Funds Endowment: 0
Funds Unrestricted: 208088
Funds Restricted: 0
Funds Total: 208088
Count Employees: 25
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 27 January 2023
Income Donations And Legacies: 761
Income Other Trading Activities: 0
Income Charitable Activities: 784078
Income Investments: 198
Income Other: 1535
Income Total Income And Endowments: 786572
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £804,858
Expenditure Other: 0
Expenditure Total: 804858
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 32920
Expenditure Support Costs: 208606
Expenditure Depreciation: 4190
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £68,053
Assets Total Fixed: 2735
Assets Own Use: 2735
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £339,180
Assets Total Liabilities: £93,375
Assets Current Investment: 0
Assets Total Assets And Liabilities: £248,540
Creditors One Year Total Current: 93375
Creditors Falling Due After One Year: 0
Assets Cash: £216,982
Funds Endowment: 0
Funds Unrestricted: 247778
Funds Restricted: 762
Funds Total: 248540
Count Employees: 26
Charity Only Accounts: Yes

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 31 January 2022
Income Donations And Legacies: 604
Income Other Trading Activities: 0
Income Charitable Activities: 709623
Income Investments: 818
Income Other: 853
Income Total Income And Endowments: 711898
Income Legacies: 0
Income Endowments: 0
Expenditure Raising Funds: £0
Expenditure Charitable Expenditure: £690,565
Expenditure Other: 0
Expenditure Total: 690565
Expenditure Investment Management: 0
Expenditure Grants Institution: 0
Expenditure Governance: 20763
Expenditure Support Costs: 245188
Expenditure Depreciation: 5569
Gain Loss Investment: 0
Gain Loss Pension Fund: 0
Gain Loss Revaluation Fixed Investment: 0
Gain Loss Other: 0
Reserves: £266,826
Assets Total Fixed: 4868
Assets Own Use: 4868
Assets Long Term Investment: 0
Defined Benefit Pension Scheme: 0
Assets Other Assets: £335,876
Assets Total Liabilities: £73,918
Assets Current Investment: 0
Assets Total Assets And Liabilities: £266,826
Creditors One Year Total Current: 73918
Creditors Falling Due After One Year: 0
Assets Cash: £252,524
Funds Endowment: 0
Funds Unrestricted: 265300
Funds Restricted: 1526
Funds Total: 266826
Count Employees: 25
Charity Only Accounts: Yes

06 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Wirral
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Merseyside
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Halton
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Knowsley
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Merseyside
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: St Helens
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Merseyside
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Sefton
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Merseyside
Welsh Ind: No

Geographic Area Type: Local Authority
Geographic Area Description: Liverpool City
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: Merseyside
Welsh Ind: No

07 Official extract

Charity Classification

Classification Code: 105
Classification Type: What
Classification Description: The Prevention Or Relief Of Poverty

Classification Code: 206
Classification Type: Who
Classification Description: Other Defined Groups

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 203
Classification Type: Who
Classification Description: People With Disabilities

Classification Code: 104
Classification Type: What
Classification Description: Disability

Classification Code: 107
Classification Type: What
Classification Description: Accommodation/housing

Classification Code: 202
Classification Type: Who
Classification Description: Elderly/old People

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 204
Classification Type: Who
Classification Description: People Of A Particular Ethnic Or Racial Origin

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

08 Official extract

Charity Event History

Charity Name: RAISE LIMITED
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 2006-01-25T00:00:00

09 Official extract

Charity Governing Document

Governing Document Description: MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 7TH OCTOBER 1999.
Charitable Objects: TO RELIEVE POOR PERSONS BY THE PROVISION TO SUCH PERSONS OF LEGAL AND ADVICE SERVICES WHICH THEY COULD NOT OTHERWISE OBTAIN THROUGH LACK OF MEANS; ANDTO PROMOTE AND ADVANCE THE EDUCATION OF THE PUBLIC BY THE IMPROVEMENT AND DIFFUSION OF KNOWLEDGE AND PRACTICE OF THE LAW AND ADMINISTRATION OF JUSTICE HAVING REGARD ESPECIALLY TO THOSE AREAS OF LAW AND PRACTICE WHICH ARE OF CONCERN TO POOR PEOPLE AND WHICH ARE DIRECTED TO RELIEF OF POVERTY; ANDTO PROMOTE OTHER CHARITABLE OBJECTS FOR THE BENEFIT OF THE COMMUNITY.
Area Of Benefit: MERSEYSIDE, CHESHIRE, LANCASHIRE, GREATER MANCHESTER

10 Official extract

Charity Other Names

Charity Name Id: 360515
Charity Name Type: Working name
Charity Name: BENFITS ADVICE TRAINING TEAM

11 Official extract

Charity Other Regulators

Regulator Order: 1
Regulator Name: Financial Conduct Authority

12 Official extract

Charity Policy

Policy Name: Conflicting interests

Policy Name: Trustee expenses policy and procedures

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Internal risk management policy and procedures

Policy Name: Complaints policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Volunteer management

Policy Name: Social media policy and procedures

Policy Name: Paying staff

Policy Name: Serious incident reporting policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Risk management

Policy Name: Complaints handling

Policy Name: Bullying and harassment policy and procedures