Finance Score: -2

Governance Score: -3

Support Score: 8

Accounts filed more than 5 days late: -2 times
No PartB

Static board: -3

Large volunteers +3
Grant maker support: +5

Overall GiG Score: 3

ROUTES TO ROOTS (POOLE) CIO

Routes to Roots is a drop-in centre for those experiencing homelessness, newly homed and vulnerably housed adults in Poole. R2R provides a drop in centre and hot lunch Mon-Fri, showers, washing facilities and offers signposting to other agencies.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received backing from multiple prominent grant makers recently
There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

The Board composition appears to be rather static

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 2 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
31/03/23	*	£155	£107	£48	n/a	n/a	n/a	n/a	n/a	30
31/03/22		£197	£243	£-47	n/a	n/a	n/a	n/a	n/a	40
31/03/21		£165	£179	£-14	n/a	n/a	n/a	n/a	n/a	30
31/03/20		£129	£69	£60	n/a	n/a	n/a	n/a	n/a	40
31/03/19	*	£105	£58	£46	n/a	n/a	n/a	n/a	n/a	50
31/03/18		£106	£44	£62	£0	£0	£0	n/a	0	0
31/03/17		£101	£51	£50	£0	£0	£0	n/a	0	0
31/03/16	*	£77	£68	£9	£0	£0	£0	n/a	0	0
31/03/15		£35	£72	£-37	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 10 years

http://www.routestoroots.org

office@routestoroots.org

01202667880

Charity Commission for England and Wales

Tweets

Listed activities

Economic/Community Development/Employment
The Prevention Or Relief Of Poverty

GiG Classification

Community services

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Poole,

Who it helps

Other Defined Groups

Who works here?

Unknown number of employees
30 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

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

Major supporters in last 5 years

The Clothworkers Foundation	£35,000
Garfield Weston Foundation	£20,000
Dorset Community Foundation	£2,700
Co-Operative Group	£1,764

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Routes to Roots
£1,764	21/10/2023	We would like to continue to provide hot nutritious lunches to all rough sleepers, sofa surfers and vulnerably housed at our Genesis Centre Hub, where other useful services are also offered.
Masonic Trust - MCF Matched Funding
£1,500	13/02/2023	Unrestricted matched funding in partnership with the local masonic province
Dorset Community Foundation - Grant to Routes to Roots
£1,200	06/12/2022	Supporting the Genesis Centre, offering a warm welcome to the local homeless community
Dorset Community Foundation - Grant to Routes to Roots
£500	27/06/2022	To improve outside area at new Genesis Centre in Poole Town Centre - a hub for the homeless community to access support from multiple agencies
Dorset Community Foundation - Grant to Routes to Roots
£1,000	07/06/2022	Funds to support extra drop in sessions and a womens group meeting for rough sleepers and those vulnerable housed, to build trust, promote self-worth and introduce to homeless services
The Clothworkers Foundation - Grant to Routes to Roots (Poole)
£35,000	25/05/2021	Refurbishment of building for a charity supporting the homeless in Dorset
Garfield Weston Foundation - Main Grants award
£20,000	23/10/2020	Hill Street Refurbishment project
Lloyds Bank Foundation - Grant to Routes to Roots (Poole) CIO
£15,000	08/07/2015 12	supporting homeless and vulnerably housed people across Poole. The grant will fund theINFORM monitoring and evaluation system and to train and develop its 90 volunteers.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

ANDREW TEALE Appointed: 2017

MARTIN FINCH Appointed: 2017

REV PAT SOUTHGATE Appointed: 2014, Other trusteeship: THE PAROCHIAL CHURCH COUNCIL OF THE ECCLESIASTICAL PARISH OF PARKSTONE SAINT PETER AND SAINT OSMUND WITH BRANKSEA SAINT MARY,

KATE MELLOR (Chair) Appointed: 2014, Other trusteeship: THE RELIGIOUS SOCIETY OF FRIENDS (QUAKERS) IN BRITAIN - BOURNEMOUTH COASTAL AREA QUAKER MEETING,

REV LUCY HOLT Appointed: 2018, Other trusteeships: ST MARY'S FUND, SALISBURY, SALISBURY DIOCESAN SOCIAL WELFARE FUND (THE SOCIAL WELFARE FUND),

Legal constitution

Charity registered in England & Wales on 26/02/2014, number: 1155945

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

9 returns made; AR23: 43 days late, AR19: 27 days late, AR16: 18 days late,

Main office

Genesis Centre
Hill Street
POOLE
Dorset
BH15 1NR

Objectives

THE OBJECTS OF THE CIO ARE TO RELIEVE THE NEEDS OF ROUGH SLEEPERS AND VULNERABLY HOUSED PEOPLE IN THE BOROUGH OF POOLE BY FURTHERING SUCH CHARITABLE PURPOSES FOR THE PUBLIC BENEFIT AS ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAWS OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE, IN PARTICULAR BUT NOT LIMITED TO THE RELIEF OF FINANCIAL HARDSHIP, THE ADVANCEMENT OF EDUCATION AND THE RELIEF OF UNEMPLOYMENT. FOR THE PURPOSE OF THIS CLAUSE, THE TERM 'ROUGH SLEEPERS AND VULNERABLY HOUSED' MEANS ANYONE WITHOUT A HOME, THOSE LIVING ON THE STREETS, THOSE WITH NO FIXED ABODE, THOSE IN MAKESHIFT ACCOMODATION, THOSE IN EMERGENCY ACCOMODATION, THOSE WHO HAVE EXPERIENCED HOMELESSNESS AND THOSE WHO ARE AT RISK OF BECOMING HOMELESS.

Data Sources