THE ROOTS FOUNDATION WALES

Registered charity 1174107 · accounts filings on the Charity Commission register

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.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Disability · Economic/community Development/employment · Human Rights/religious Or Racial Harmony/equality Or Diversity · Get email alerts

Registered contact address: Swansea, Wales (from the postcode on the register)

Latest income
£246k
Latest spending
£292k
Registered
2017
Accounts read
FY2025

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Reserves policy: three months of unrestricted expenditure (held: £218k)
“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
Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Public fundraising profile: JustGiving — The Roots Foundation Wales (matched by registered charity number).

Property (HM Land Registry)

2 registered titles in England and Wales held by the charity’s company or corporate body (2 freehold); recorded price paid £110k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout Wales

Income and spending

Financial year endIncomeSpending
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

Grants to this charity published as open data by government and lottery funders (360Giving).

FunderDateAmountPurpose
The National Lottery Community Fund12/04/2024£19kRoots Volunteering
Postcode Lottery29/03/2024£15kUnrestricted Funding
The National Lottery Community Fund19/03/2024£19kRoots Volunteering
The National Lottery Community Fund17/01/2023£8kThe Roots Foundation Engagement Project
The National Lottery Community Fund15/02/2021£10kCovid - 19 Volunteer Coordination
The National Lottery Community Fund20/05/2019£99kThe KISS PROJECT (Kinship information support services)

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with YOUNG ROOTS.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE ROOTS FOUNDATION WALES£246k—0unclear—no doubt
YOUNG ROOTS FY2024£1.4m£60,001 - £70,0001above11.4%noted
ROOTS RADICAL LEARNING FY2025£127k—0unclear—no doubt
THE WORTH FOUNDATION LIMITED FY2025£653k—0above—no doubt
CALDECOTT FOUNDATION LIMITED FY2025£11.5m——below—no doubt
THE FAMILY PLACE FOUNDATION FY2025£224k—0below—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.