Finance Score: -5
Governance Score: -5
Support Score: 0
  • Accounts filed more than 5 days late: -5 times
  • No PartB
  • Only 3 Trustees: -2
  • All male board: -3
  • No supporters identified
Overall GiG Score: -10 ?

LIVERPOOL ROOTS TRUST LIMITED 

Daycare centre providing a range of educational, therapeutic & social activities to adults recovering from mental ill health. The aim is to stimulate, motivate and offer opportunities for people to learn, become more independent & integrated into community facilities & activities.
Analysis by Giving is Great

Positives:

  • There have been no material income shortfalls in recent years
  • A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

  • There are only 3 trustees
  • The Board is completely male

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
  • Accounts have been filed late on 5 occasions over the last 5 years and the current period appears to have been extended

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
05/04/23*£72£69£4n/an/an/an/an/a0
05/04/22*£72£76£-4n/an/an/an/an/a0
05/04/21*£73£67£6n/an/an/an/an/a0
05/04/20*£75£78£-3n/an/an/an/an/a0
05/04/19*£77£76£0n/an/an/an/an/a1
05/04/18*£78£76£1£0£0£0n/a00
05/04/17*£82£81£1£0£0£0n/a00
05/04/16£111£80£31£0£0£0n/a00
05/04/15£88£77£10£0£0£0n/a00
05/04/14£84£97£-12£0£0£0n/a00
05/04/13£90£80£11£0£0£0n/a00
05/04/12£91£85£6£0£0£0n/a00
05/04/11£91£88£3£0£0£0n/a00
05/04/10£95£92£3£0£0£0n/a00
05/04/09*£95£97£-2£0£0£0n/a00
05/04/08*£97£105£-8£0£0£0n/a00
05/04/07£91£96£-5£0£0£0n/a00
05/04/06*£92£94£-3£0£0£0n/a00
05/04/05£91£83£8£0£0£0n/a00
05/04/04£87£81£6£0£0£0n/a00

Highest pay bracket: less than £60,000
Established: 44 years

anncunliffe@ymail.com

01512077268

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • The Advancement Of Health Or Saving Of Lives
GiG Classification
  • Other individual and family services
How it operates
  • Provides services
Where it operates
  • Liverpool City,
Who it helps
  • People With Disabilities

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (3)
Current Trustees appointed
Gender Split

Age Range of Trustees: 59-97
Legal constitution
  • Charitable company registered in England & Wales on 14/02/1980, number: 509514
  • Registered at Companies House on 19/11/1979, number: 01461799
Gift Aid
  • NOT registered with HMRC for Gift Aid
Policies in force
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Filing Record
20 returns made; AR23: 47 days late, AR22: 60 days late, AR21: 38 days late, AR20: 45 days late, AR19: 79 days late, AR18: 52 days late, AR17: 4 days late, AR09: 1 days late, AR08: 21 days late, AR06: 1 days late,
Main office

Liverpool Roots Trust Ltd
36-42 Soho Street
Liverpool
L3 8AE

Objectives

TO RELIEVE POVERTY DISTRESS AND HARDSHIP - (I) BY PROVIDING HOUSING ACCOMMODATION AND OTHER ASSISTANCE AND AMENITIES FOR PERSONS IN NECESSITOUS CIRCUMSTANCES PARTICULARLY PERSONS SUFFERING BECAUSE OF UNEMPLOYMENT OR FROM PHYSICAL MENTAL OR SOCIAL DISABILITIES. (FOR FURTHER DETAILS SEE CLAUSE 3 OF THE MEMORANDUM OF ASSOCIATION).

Defined Area of Benefit:

NOT DEFINED IN PRACTICE UNITED KINGDOM

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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