Finance Score: -5

Governance Score: -4

Support Score: 1

Spending falling: -1
but now stabilising: +1
Multiple Deficits and declines: -5
No PartB

Only 4 Trustees: -1
Multiple returns filed late: -3

Overall weighted support: +1

Overall GiG Score: -8

NEW ROOTS LIMITED

Provision of accommodation and general support for non priority adult homeless

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

Why are there only 4 trustees?
Over half the Board have joined recently
Returns have been filed late on 3 occasions over the last 5 years and the current period appears to have been extended

Financial issues to consider:

There has been a change of accounting period recently, so trends may be hard to determine
Spending has fallen significantly over the last 5 years relative to the previous period but has stabilised more recently
Income has been volatile and on several occasions in recent years less than spending
A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

N.B. data has been adjusted to reflect year end change

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
29/02/24		£71	£253	£-182	n/a	n/a	n/a	n/a	n/a	n/a
?28/02/23	*	£26	£321	£-294	n/a	n/a	n/a	n/a	n/a	n/a
?28/02/22?	*	£1,891	£2,860	£-970	£0	£2,668	£2,668	11.2	16	0
?31/08/20		£2,787	£2,018	£770	£0	£3,638	£3,638	21.6	32	0
?31/08/19	*	£3,703	£2,311	£1,392	£0	£2,869	£2,869	14.9	38	0
31/08/18	*	£12,230	£11,251	£978	£11,233	£1,619	£1,619	1.7	50	0
31/08/17		£6,638	£6,353	£285	£0	£641	£641	1.2	42	0
31/08/16		£4,407	£4,148	£259	£0	£356	£356	1	23	0
31/08/15		£2,232	£2,119	£114	£2,119	£97	£97	0.5	24	0
31/08/14		£1,946	£1,972	£-26	£1,972	£-17	£-17	-0.1	13	0
31/08/13		£2,115	£2,123	£-8	£2,123	£9	£9	0.1	13	0
31/08/12		£2,131	£2,150	£-18	£2,150	£17	£17	0.1	14	0
31/08/11		£1,665	£1,654	£11	£1,549	£35	£35	0.3	12	0
31/08/10		£1,402	£1,409	£-7	£1,409	£24	£24	0.2	10	0
31/08/09		£1,180	£1,189	£-9	£71	£32	£32	0.3	10	0
31/08/08	*	£1,119	£1,111	£8	£1,111	£41	£41	0.4	12	0
31/08/07	*	£1,083	£1,075	£8	£1,007	£33	£33	0.4	12	0
31/08/06		£1,339	£1,543	£-203	n/a	n/a	n/a	n/a	n/a	n/a
31/08/05	*	£1,892	£2,233	£-340	n/a	n/a	n/a	n/a	n/a	n/a
31/08/04	*	£2,979	£3,052	£-74	n/a	n/a	n/a	n/a	n/a	n/a

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Highest pay bracket: less than £60,000

Balance Sheet History

Established: 29 years

www.newrootsltd.co.uk

derek.douglas@newrootsltd.co.uk

01214293933

Charity Commission for England and Wales

Tweets

Listed activities

Accommodation/Housing
Disability
The Prevention Or Relief Of Poverty

GiG Classification

Shelter for homeless, vulnerable & excluded people

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services

Where it operates

Birmingham City,

Who it helps

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.

Specific Donations

Amount	When Months	To be used for
Crisis UK - Grant to New Roots
£5,000	09/04/2020	IT equipment for self isolation and for supporting Young People who are now alone

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (4)

Current Trustees appointed

Gender Split

Age Range of Trustees: 53-79

BENTLEY CUNNINGHAM Appointed: 2023, Occupation: Retired

DOMINIC BENNETT Appointed: 2022, Occupation: Financial Consultant

KATE FOLEY Appointed: 2023, Occupation: Housing And Customer Services Director

RAYMOND GOODWIN Appointed: 2019, Occupation: Charity Ceo

Legal constitution

Charitable company registered in England & Wales on 31/05/1996, number: 1055759
Registered at Companies House on 16/05/1996, number: 03199738

Gift Aid

NOT registered with HMRC for Gift Aid

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

Filing Record

20 returns made; AR23: 117 days late, AR22: 109 days late, AR19: 136 days late, AR18: 92 days late, AR08: 51 days late, AR07: 127 days late, AR05: 5 days late, AR04: 27 days late,

Main office

Quayside Tower
252-260 Broad Street
Birmingham
B1 2HF

Objectives

THE RELIEF OF PERSONS SUFFERING FROM PSYCOLOGICAL OR PHYSICAL INFIRMITY OR WHO ARE IN CONDITIONS OF HARDSHIP OR DISTRESS

Defined Area of Benefit:

NOT DEFINED

Data Sources

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