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.
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.
Financial health, per its FY2025 accounts
The accounts state that the charity recorded a deficit of £45,251 for the year ended 31 August 2025, compared to a surplus in the prior year. Unrestricted reserves decreased to £217,922, which remains above the trustees' stated policy target of £70,000. The charity holds significant unrestricted funds and reports no material uncertainties regarding its ability to continue as a going concern.
What the accounts disclose
“The trustees agree that reserves of 3 months running costs should be held to ensure continuity in times of financial hardship. The trustees consider that £70,000 is adequate to cover this.” — page 3
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls 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
Property (HM Land Registry)
Trustees
- Anna-Marie Durhamchair
- Darrin Davies
- Gemma Salman-Wali
- Jason Exeter
- Patrick James Green
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/08/2025 | £246k | £292k |
| 31/08/2024 | £318k | £277k |
| 31/08/2023 | £323k | £229k |
| 31/08/2022 | £202k | £187k |
| 31/08/2021 | £195k | £169k |
Common questions
Is THE ROOTS FOUNDATION WALES financially healthy?
Per its FY2025 accounts: The accounts state that the charity recorded a deficit of £45,251 for the year ended 31 August 2025, compared to a surplus in the prior year. Unrestricted reserves decreased to £217,922, which remains above the trustees' stated policy target of £70,000. The charity holds significant unrestricted funds and reports no material uncertainties regarding its ability to continue as a going concern. Its FY2025 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 12/04/2024 | £19k | Roots Volunteering |
| Postcode Lottery | 29/03/2024 | £15k | Unrestricted Funding |
| The National Lottery Community Fund | 19/03/2024 | £19k | Roots Volunteering |
| The National Lottery Community Fund | 17/01/2023 | £8k | The Roots Foundation Engagement Project |
| The National Lottery Community Fund | 15/02/2021 | £10k | Covid - 19 Volunteer Coordination |
| The National Lottery Community Fund | 20/05/2019 | £99k | The KISS PROJECT (Kinship information support services) |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE SHELDON TRUST | 2 | £27k |
| THE OAKDALE TRUST | 2 | £3k |
| TRUST FOR LONDON | 1 | £1.0m |
| The Leathersellers' Foundation | 1 | £225k |
| THE PRUDENCE TRUST | 1 | £200k |
| BELRON RONNIE LUBNER CHARITABLE FOUNDATION | 1 | £176k |
| THE KURT AND MAGDA STERN FOUNDATION | 1 | £130k |
| LOCAL TRUST | 1 | £122k |
Charities like this
- YOUNG ROOTS
- ROOTS RADICAL LEARNING
- THE WORTH FOUNDATION LIMITED
- CALDECOTT FOUNDATION LIMITED
- THE FAMILY PLACE FOUNDATION
- Roots Academy
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| THE ROOTS FOUNDATION WALES | £246k | — | 0 | unclear | — | no doubt |
| YOUNG ROOTS | £1.4m | £60,001 - £70,000 | 1 | above | 11.4% | noted |
| ROOTS RADICAL LEARNING | £127k | — | 0 | unclear | — | no doubt |
| THE WORTH FOUNDATION LIMITED | £653k | — | 0 | above | — | no doubt |
| CALDECOTT FOUNDATION LIMITED | £11.5m | — | — | below | — | no doubt |
| THE FAMILY PLACE FOUNDATION | £224k | — | 0 | below | — | no doubt |