Finance Score: 0

Governance Score: 3

Support Score: 10

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

Dynamic board: +3

Grant maker support: +10

Overall GiG Score: 13

THE ROOTS FOUNDATION WALES

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.

Analysis by Giving is Great

Positives:

There has been strong growth in spending since inception
There have been no income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government and there are significant future grants due to be received
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

Over half the Board have joined recently

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

Established: 7 years

ceo@roots.wales

01792584254

Charity Commission for England and Wales

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
31/08/22		£202	£187	£15	n/a	n/a	n/a	n/a	n/a	6
31/08/21	*	£195	£169	£26	n/a	n/a	n/a	n/a	n/a	6
31/08/20		£209	£147	£62	n/a	n/a	n/a	n/a	n/a	15
31/08/19		£96	£59	£37	n/a	n/a	n/a	n/a	n/a	20
31/08/18	*	£68	£53	£15	£0	£0	£0	n/a	0	10

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Highest pay bracket: less than £60,000

Listed activities

Disability
Economic/Community Development/Employment
General Charitable Purposes
Human Rights/Religious Or Racial Harmony/Equality Or Diversity

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Throughout Wales,

Who it helps

Children/Young People
Elderly/Old People
Other Charities Or Voluntary Bodies
Other Defined Groups
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
6 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

Tudor Trust	£129,000
National Lottery Community Fund	£116,415
Lloyds Bank Foundation	£52,250

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - The Roots Foundation Engagement Project
£7,800	17/01/2023	The Roots Foundation Wales in Swansea will provide ongoing engagement and participation opportunities for care experienced young people. The £7800 grant will fund staff. Bydd The Roots Foundation yn ....more The Roots Foundation Wales in Swansea will provide ongoing engagement and participation opportunities for care experienced young people. The £7800 grant will fund staff. Bydd The Roots Foundation yn Abertawe’n darparu cyfleoedd ymgysylltu a chyfranogi parhaus i bobl ifanc sydd wedi bod mewn gofal Bydd y grant £7800 yn talu am staff.
Lloyds Bank Foundation - One off gift towards cost of living crisis to The Roots Foundation Wales
£2,250	14/12/2022	One off gift to support with the cost of living crisis
Lloyds Bank Foundation - Grant to The Roots Foundation Wales
£50,000	08/09/2021 24	Unrestricted grant over two years towards the core costs of The Roots Foundation Wales
Tudor Trust - Grant to Roots Foundation Wales
£129,000	07/07/2021 36	over three years towards core salaries at a charity working with care-experienced young people in Wales
National Lottery Community Fund - Covid - 19 Volunteer Coordination
£10,000	15/02/2021 12	The Roots Foundation Wales in Swansea will hire a volunteer coordinator to train support and recruit more volunteers to enable young people who are care experienced manage the transition from a care ....more The Roots Foundation Wales in Swansea will hire a volunteer coordinator to train support and recruit more volunteers to enable young people who are care experienced manage the transition from a care setting to begin independent life. £10000 will fund staff and contribute to running costs. Bydd Roots Foundation Wales yn Abertawe yn cyflogi cydlynydd gwirfoddolwyr i hyfforddi cefnogi a recriwtio mwy o wirfoddolwyr i alluogi pobl ifanc sydd wedi profi gofal i reoli'r broses o drosglwyddo o leoliad gofal i ddechrau bywyd annibynnol. Bydd £10000 yn ariannu staff ac yn cyfrannu at gostau rhedeg.
National Lottery Community Fund - The KISS PROJECT (Kinship information support services)
£98,615	20/05/2019 36	Project Summary :_x000D_ The Roots Foundation Wales will provide direct support to young people in kinship care and their carers, by providing access to information, advice, advocacy, training, ....more Project Summary :_x000D_ The Roots Foundation Wales will provide direct support to young people in kinship care and their carers, by providing access to information, advice, advocacy, training, events and workshops. There will also be further access for young people to access weekly youth clubs and activities during school holidays. One part time development worker will be employed through the grant to support the project and manage volunteers. The project will be delivered within the Swansea area._x000D_ What Money is for :_x000D_ The grant of £98,615, over three years, will cover salaries, recruitment, training, expenses, marketing, professional fees and activities costs. There is also an element of overhead costs and this forms the total project cost.
National Lottery Community Fund - Roots to Progress Project
£10,000	29/01/2018 12	Roots to Progress Project

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

ANNA-MARIE DURHAM (Chair) Appointed: 2023

GEMMA SALMAN-WALI Appointed: 2023

HANNAH EDWARDS Appointed: 2023

REBECCA LOUISE SHELLARD-RENNA Appointed: 2015

SAFINA BI DIN Appointed: 2023

Legal constitution

Charity registered in England & Wales on 03/08/2017, number: 1174107

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

5 returns made; AR21: 6 days late, AR18: 250 days late,

Main office

The Roots Foundation
Llwyn Deri Hall
Ravenhill Road
Ravenhill
SWANSEA
SA5 5AW

Objectives

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.

Data Sources