ROOTS THEATRE

Registered charity 1186211 · accounts filings on the Charity Commission register

Roots is a leading LGBTQ led theatre company that promotes for the public benefit the art of drama and its understanding and appreciation by the public through the delivery of theatre productions.

Causes: Arts/culture/heritage/science · website · Get email alerts

Latest income
£73k
Latest spending
£86k
Registered
2019
Accounts read
FY2026

Financial health, per its FY2026 accounts

The accounts state that unrestricted reserves of £74,584 were held at year-end, meeting the trustees' policy target of six months' annual expenditure. The charity reported a net expenditure of £12,516 for the year, resulting in a decrease in fund balances from the previous year. The trustees confirmed the charity is operating on a going concern basis with adequate resources for the foreseeable future.

Automated summary of the FY2026 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Fundraising cost ratio: 60000.0% of fundraised income, as disclosed
“The trustees have examined the requirement for free reserves i.e. those unrestricted funds not designated for specific purposes or otherwise committed. The trustees consider that, given the nature of the charitable company's work, the level of free reserves should be approximately six months' annual expenditure for overheads, governance, fees and theatre development costs. This threshold has been reached” — page 9
Per its FY2026 accounts as filed with the Charity Commission.
Reserves policy: six months' annual expenditure for overheads, governance, fees and theatre development costs (held: £75k)
“The trustees consider that, given the nature of the charitable company's work, the level of free reserves should be approximately six months' annual expenditure for overheads, governance, fees and theatre development costs.” — page 9
Per its FY2026 accounts as filed with the Charity Commission.
Related-party transaction: The document states 'There were no disclosable related party transactions during the year' in Note 18, despite mentioning in-kind donations from Tadcaster Business Centre and York Theatre Royal in the Trustees Report. Per the explicit statement in the notes, no related party transactions are recorded.
“There were no disclosable related party transactions during the year.” — page 21
Per its FY2026 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 5 of 6 completeness components.

Public profiles (found on the charity’s own website): instagram

Trustees · trustee networks

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

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/03/2026£73k£86k
31/03/2025£89k£79k
31/03/2024£108k£88k
31/03/2023£154k£153k
31/03/2022£75k£53k

Common questions

Is ROOTS THEATRE financially healthy?

Per its FY2026 accounts: The accounts state that unrestricted reserves of £74,584 were held at year-end, meeting the trustees' policy target of six months' annual expenditure. The charity reported a net expenditure of £12,516 for the year, resulting in a decrease in fund balances from the previous year. The trustees confirmed the charity is operating on a going concern basis with adequate resources for the foreseeable future. Its FY2026 accounts were independently examined.

Government & lottery funding

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

FunderDateAmountPurpose
Postcode Lottery29/07/2025£25kUnrestricted Funding
Postcode Lottery01/11/2023£20kProject Funding
The National Lottery Community Fund08/10/2021£10kQueer Spaces
UK government27/07/2020£10kCoronavirus Community Support Fund