Finance Score: -2

Governance Score: 8

Support Score: 8

Liabilities <10%: +3
Poor Liquidity: -1
Good Reserves: +1Positive trading contribution: +2;Multiple Deficits: -2
Fundraising costs high: -5

12+ Trustees: -1
Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Overall weighted support: +8

Overall GiG Score: 14

ELIZABETH FINN CARE

Helping eligible residents of the UK who live in poverty by means of regular financial allowances, grants and advice from dedicated case workers and volunteers.Turn2us website and helpline service is also provided to help anybody living in poverty in the UK to access the funds they are entitled to as regards state benefits and financial support from benevolent charities.

Analysis by Giving is Great

Positives:

The charity has received backing from multiple prominent grant makers recently
This charity has a robust balance sheet
More than half of total income was derived from trading and fees in the latest year
Spending has increased over the last 3 years relative to the previous period
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

Why are there 13 trustees whereas the Charities Commission recommends a maximum of 12?
Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end but unrestricted reserves are available
On several occasions in recent years income has been less than spending
Fundraising costs are extremely high relative to funds raised

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit £k	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£34,224	£40,052	£-5,828	£30,073	£63,065	£37,881	11.3	720	0
31/03/22		£31,846	£34,908	£-3,062	£25,412	£69,506	£41,309	14.2	713	0
31/03/21		£34,865	£35,047	£-182	£25,902	£69,729	£41,297	14.1	798	40
31/03/20		£35,818	£33,876	£1,942	£25,593	£52,210	£30,865	10.9	698	213
31/03/19		£31,702	£31,500	£202	£23,967	£55,117	£31,317	11.9	767	160
31/03/18		£30,463	£31,268	£-805	£22,975	£52,377	£20,568	7.9	795	0
31/03/17		£30,397	£30,097	£300	£22,177	£52,040	£29,708	11.8	775	0
31/03/16		£29,161	£30,616	£-1,455	£22,073	£45,904	£26,001	10.2	791	0
31/03/15		£28,846	£31,214	£-2,368	£21,819	£50,772	£30,661	11.8	656	0
31/03/14		£26,611	£30,473	£-3,862	£20,902	£49,636	£31,413	12.4	633	0
31/03/13	*	£26,434	£30,651	£-4,217	£20,169	£52,879	£35,647	14	477	0
31/03/12	*	£24,479	£31,874	£-7,396	£22,032	£54,294	£38,125	14.4	639	0
31/03/11	*	£22,638	£30,811	£-8,173	£21,378	£44,970	£34,978	13.6	804	0
31/03/10		£22,596	£29,841	£-7,246	£20,061	£49,189	£39,944	16.1	636	0
31/03/09		£24,980	£28,441	£-3,461	£20,451	£44,996	£35,964	15.2	447	0
31/03/08	*	£22,494	£24,159	£-1,665	£1,039	£54,214	£44,891	22.3	709	0
31/03/07	*	£20,627	£23,230	£-2,604	£15,463	£47,798	£47,261	24.4	565	0
31/03/06	*	£6,026	£9,539	£-3,514	n/a	n/a	n/a	n/a	n/a	n/a
31/03/05	*	£19,497	£21,050	£-1,554	n/a	n/a	n/a	n/a	n/a	n/a
31/03/04	*	£19,142	£17,848	£1,293	n/a	n/a	n/a	n/a	n/a	n/a

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Financial Ratios

Fundraising Costs/Relevant Income: 1520.7%
Fundraising Costs/Total Spending: 75.6%
Senior Staff Costs/Total Spending: 2%
Highest pay band: £120,000-£130,000
Liabilities/Assets: 7%
Liabilities/Income: 13%
Unrestricted Funds/Total Funds: 60%
Reserves/Spending: 11.3 months
Net Current Assets/Spending: -1 months
Quick Ratio: 0.1

Asset Split ?

Balance Sheet History

Established: 62 years
(71 years as a company)

www.turn2us.org.uk

ceooffice@turn2us.org.uk

02088349200

Charity Commission for England and Wales

Tweets

Listed activities

The Prevention Or Relief Of Poverty

GiG Classification

Practical support, advice & companionship

How it operates

Makes grants to individuals
Provides advocacy/advice/information
Provides services

Where it operates

Ireland, Northern Ireland, Scotland, Throughout England And Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Defined Groups
People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

We have details on the following donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Greater London Authority	£157,309
Pears Foundation	£150,000
Westminster Foundation	£50,000
Barrow Cadbury Trust	£20,000

Specific Donations

Amount	When Months	To be used for
New Philanthropy Capital (NPC) - Open Philanthropy Fund B
£15,650	04/04/2023	Restricted funding to distribute cash grants to individuals
Greater London Authority - Turn2us
£157,309	01/10/2022	To redevelop its existing grant search tool for London, enabling Londoners to identify local and national grants they are eligible for and translate online content.
Pears Foundation - Turn2us Response Fund direct grants
£150,000	19/05/2022 10	Turn2us Response Fund direct grants
Wates Family Enterprise Trust - Turn2Us - Co-Production Development March 2021
£5,000	25/03/2021	To support the key Co-Production staff role and activities.
Barrow Cadbury Trust - Data Collective Project
£20,000	21/10/2020 5	Develop and improve data collaboration to better understand the impact of COVID-19 on those on low incomes and to demonstrate how charities can use “big data”.
Westminster Foundation - Covid 19 response Fund
£50,000	01/05/2020 6	Provision of small loans and advice to vulnerable people during covid-19
Dulverton Trust - Tackling Poverty in Gloucestershire 2019
£4,000	28/02/2019	Tackling Poverty in Gloucestershire 2019
Comic Relief - Turn2us Connect – matching Turn2us users with our volunteers for guidance through the benefits app
£42,000	16/05/2018 9	The Turn2us Benefits Calculator has been used 3.3 million times so far in 2017, but half of the people that are given advice do not go on to make a claim due to barriers such as confusion, stress, and anxiety. Turn2us want to remove these barriers ....more The Turn2us Benefits Calculator has been used 3.3 million times so far in 2017, but half of the people that are given advice do not go on to make a claim due to barriers such as confusion, stress, and anxiety. Turn2us want to remove these barriers to people accessing their benefits by creating an app (either web or mobile), matching people based on their benefit calculation and location, with a trained volunteer who can give peer-to-peer support through the benefits claiming and assessment process, with the aim of increasing the numbers of successful benefits claims made.
Dulverton Trust - Tackling Poverty in Gloucestershire 2017
£2,500	22/02/2017	Tackling Poverty in Gloucestershire 2017
Dulverton Trust - Tackling Poverty in Gloucestershire 2016
£4,000	11/02/2016	Tackling Poverty in Gloucestershire 2016
Comic Relief - Strengthening income maximisation and financial capability support in North East England
£55,485	25/11/2015 36	People living in the North East of England face significant levels of poverty with Durham, Newcastle and Sunderland all being in the top 10% of deprived areas of England. The Turn 2 Us tool provides a simple but effective way of enabling individuals ....more People living in the North East of England face significant levels of poverty with Durham, Newcastle and Sunderland all being in the top 10% of deprived areas of England. The Turn 2 Us tool provides a simple but effective way of enabling individuals to maximise their incomes and for organisation’s in the area to be better able to support their clients with their financial needs.The project will include a series of workshops and also technical support to embed the tool within local organisation’s websites. As a result individuals living in the North East will achieve greater financial security and stability.
Dulverton Trust - Tackling Poverty in Gloucestershire
£5,000	04/02/2015	Tackling Poverty in Gloucestershire
Dulverton Trust - Gloucestershire Anti-Poverty Initiative
£3,500	25/02/2014	Gloucestershire Anti-Poverty Initiative
Dulverton Trust - work with beneficiaries living in Gloucestershire
£5,000	27/02/2013	work with beneficiaries living in Gloucestershire
Dulverton Trust - extended work with beneficiaries living in Gloucestershire
£2,500	13/06/2012	extended work with beneficiaries living in Gloucestershire

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (13)

Current Trustees appointed

Gender Split

Based on 12/13 persons

Age Range of Trustees: 35-63

ALEXANDER JAMES MACDONALD Appointed: 2022, Occupation: Director Of Public Policy And Communications

CARRIE STOKES Appointed: 2022, Occupation: Business Consultant

DENISE AMELIA RAMSEY Appointed: 2022, Occupation: Director Of Social Entrepreneur Support

EDWINA JOHNSTON Appointed: 2020, Occupation: Retired

HELEN LOUISE CHAMBERS Appointed: 2019, Occupation: Director

HOLLY ALEXANDRA TIPPETT SIMPSON Appointed: 2022

JENNY COOKE Appointed: 2023, Occupation: Deputy Chief Strategy And Partnerships Officer

JENNY OKLIKAH Appointed: 2023, Occupation: Charity Director (Exec)

KAVEED ALI Appointed: 2023, Occupation: Charity Director

NATASHA OTERO- NEVITT Appointed: 2021

PHILIPPE OLIVIER LINTERN Appointed: 2022, Occupation: Banker

RICHARD EDGAR Appointed: 2023, Occupation: Journalist

STEVEN ANDREW HUNTER Appointed: 2017, Occupation: Chartered Accountant

Legal constitution

Charitable company registered in England & Wales on 04/04/1963, number: 207812
Registered at Companies House on 19/01/1953, number: 00515297

Gift Aid

Registered with HMRC for Gift Aid

Event History

Linked charity: CJ AND EJ MELBOURNE ENDOWMENT
Linked charity: IDA MARY GEORGINA MOUL FOR A HOLIDAY HOME FOR GENTLEWOMEN
14/01/2015 - Asset transfer in from TURN2US
21/04/2015 - Asset transfer in from ELIZABETH FINN TRUST
03/06/2019 - Asset transfer in from CHARITY SEARCH
22/09/2020 - Asset transfer in from HENRIETTA EMMELINE KNIGHT
14/05/2021 - Asset transfer in from THE RAYMOND COLMAN CHARITABLE TRUST
Linked charity: ARTHUR HURST WILL TRUST
Linked charity: THE LLOYD'S SUPPORT FUND
Linked charity: ELIZABETH FINN TRUST: MISS EDNA LIPSON'S CHARITY
Linked charity: DRESDEN HOMES TRUST
Linked charity: HENRIETTA EMMELINE KNIGHT
Linked charity: HENRIETTA EMMELINE KNIGHT

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR13: 1 days late, AR12: 131 days late, AR11: 155 days late, AR08: 35 days late, AR07: 213 days late, AR06: 578 days late, AR05: 945 days late, AR04: 1310 days late,

Recent reorganisation events:

Asset transfer in from HENRIETTA EMMELINE KNIGHT on 22/09/2020
Asset transfer in from THE RAYMOND COLMAN CHARITABLE TRUST on 14/05/2021

Main office

33-39 Bowling Green Lane
London
EC1R 0BJ

Objectives

TO RELIEVE AND ASSIST, IN SUCH WAYS AS THE TRUSTEES THINK FIT, (BUT WITHOUT REGARD TO RELIGIOUS OR POLITICAL AFFILIATIONS), RESIDENTS OR NATIONALS OF THE UNITED KINGDOM OR THE REPUBLIC OF IRELAND:- (1) WHO ARE FROM A PROFESSIONAL OR SIMILAR BACKGROUND AND WHO ARE SUFFERING FROM OLD AGE, INFIRMITY, DISABLEMENT OR FINANCIAL NEED; OR (2) WHO ARE OTHERWISE IN CONDITIONS OF NEED, HARDSHIP OR DISTRESS.

Defined Area of Benefit:

NOT DEFINED IN PRACTICE NATIONAL AND OVERSEAS

Data Sources

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