THE ROOTS FOUNDATION WALES

Charity number: 1174107
Charity reporting is up to date (52 days late)

Charity overview

Activities - how the charity spends its money

To support young people in care, leaving care, adult care leavers, those in kinship care and carers. We do this by providing activities, workshops, advice and guidance that promote positive life choices and positive independent living skills.

Income and expenditure

Data for financial year ending 31 August 2023

Total income: £323,367
Total expenditure: £228,567

Total income includes £224,797 from 1 government contract(s)

People

6 Trustee(s)

3 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • General Charitable Purposes
  • Disability
  • Economic/community Development/employment
  • Human Rights/religious Or Racial Harmony/equality Or Diversity
Who the charity helps:
  • Children/young People
  • Elderly/old People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/mankind
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
Where the charity operates:
  • Throughout Wales

Governance

Registration history:
  • 03 August 2017: CIO registration
Organisation type:
CIO
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • 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
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Anna-Marie Durham Chair 25 April 2023
None on record
Jason Exeter Trustee 04 February 2025
None on record
Darrin Davies Trustee 04 February 2025
None on record
Patrick James Green Trustee 07 October 2024
None on record
Gemma Salman-Wali Trustee 18 July 2023
None on record
Safina Bi Din Trustee 25 April 2023
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2019 31/08/2020 31/08/2021 31/08/2022 31/08/2023
Total gross income £95.59k £209.34k £194.55k £201.80k £323.37k
Total expenditure £58.79k £147.14k £168.74k £186.74k £228.57k
Income from government contracts £15.87k £116.01k £81.55k £77.98k £224.80k
Income from government grants N/A £12.00k £6.82k N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 August 2023 21 August 2024 52 days late
Accounts and TAR 31 August 2023 21 August 2024 52 days late Download Open in new window
Annual return 31 August 2022 30 June 2023 On Time
Accounts and TAR 31 August 2022 30 June 2023 On Time Download Open in new window
Annual return 31 August 2021 06 July 2022 6 days late
Accounts and TAR 31 August 2021 05 August 2022 36 days late Download Open in new window
Annual return 31 August 2020 30 June 2021 On Time
Accounts and TAR 31 August 2020 30 June 2021 On Time Download Open in new window
Annual return 31 August 2019 30 June 2020 On Time
Accounts and TAR 31 August 2019 30 June 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

CIO - FOUNDATION Registered 03 Aug 2017

Charitable objects

3. THE OBJECTS OF THE CIO ARE: THE OBJECTS OF THE CIO ARE: 1. THE RELIEF OF THOSE IN NEED DUE TO BEING IN THE CARE SYSTEM OR HAVING LEFT CARE AND REQUIRING HELP FOR INDEPENDENT LIVING; 2. TO ADVANCE IN LIFE AND RELIEVE THE NEEDS OF YOUNG PEOPLE IN THE CARE SYSTEM AND ADULTS WHO HAVE LEFT CARE; 3. THE ADVANCEMENT OF EDUCATION FOR YOUNG PEOPLE IN THE CARE SYSTEM AND ADULTS WHO HAVE LEFT CARE; 4. TO PROMOTE SOCIAL INCLUSION AMONGST YOUNG PEOPLE IN CARE AND CARE LEAVERS WHO ARE SOCIALLY EXCLUDED FROM SOCIETY OR PARTS OF SOCIETY AS A RESULT OF BEING WITHIN THE CARE SYSTEM BY: A) PROVIDING EDUCATION AND INFORMATION TO SUPPORT AND ENABLE CARE LEAVERS TO MAXIMISE EDUCATIONAL OPPORTUNITIES OFFERED TO THEM. B) RAISING PUBLIC AWARENESS OF THE ISSUES EFFECTING CARE LEAVERS AND THOSE IN CARE BOTH GENERALLY AND IN RELATION TO THEIR SOCIAL ISOLATION AND LACK OF SUPPORT NETWORK. C) PROVIDING WORKSHOPS. FORUMS, ADVICE AND GUIDANCE AND GENERAL SUPPORT. D) PROVIDING RECREATIONAL FACILITIES AND OPPORTUNITIES FOR YOUNG PEOPLE IN CARE AND CARE LEAVERS IN ORDER TO DIMINISH SOCIAL ISOLATION AND BREAK DOWN BARRIERS TO POSITIVE PARTICIPATION WITHIN SOCIETY.

Contact information

Address:
The Roots Foundation Wales
Llwyn Deri Hall
Ravenhill Road
Ravenhill
SWANSEA
SA5 5AW
Phone:
01792584254
Email:
clerk@roots.wales
Website:

No information available