REI GISTERED COMPANY NUMBEIi: 07444200 (England 8nd Wales) REGISTERED CHARITY NUMBER: 1146841 REPORT OF THE TRUSTEES AND FINANCIAL STATEMENTS FOR THE PCI RIOD I DECEMBER 2023 TO 31 MARCH 2025 FOR ROF.HAMPTON TRUST LTD ROEHAMPTON TRUST LTD CoTr￿ENTs OF THE FINANCIAL STATEMENTS FOR THE PERIOD I DECEMBER2023 TO 31 MARCH 2025 Page Report of the Trustees I to 10 Independent F.xatniner's Rcport Statement of Finanelal Aetivities 12 BAlanee Sheet 13 to 14 Notes to the Financial Statements 15 to 19 ROEHAMPTON TRUST LTD REPORT OF THE TRUSTEES FOR THE PERIOD I DECEMBER 2023 TO 31 MARCH 2025 'The trustees who ore also directors of the charity for the purposes of the Companies Act 2006, pirsent their report with the financial statement.% of the charity for ihe period l December 2023 to 31 March 2025. The trustees have adopted the provisions of Accounting and Reporting by Charities.- Statetnent of Recomineiided Practice applicable to charities preparing their accounts in gccordance with the Financial Reporting Standai'd applicable in the UK and Repiiblic of Irel&nd {fRS 102) (effective I lanuary 2019). OBJFCTIVES AND ACTIVITIES Charitable aims of the Roehamptoll Trust Ltd 'he charity's objccts ("the objects") al'e specifically restt'icted to the following.. (l) The relief of poverty and financial hardship, eithei. generally or individually, of people living in RoehaTnpton, l.ondon by making grants of rnoncy fur providing or payEng for items services or facilities. (2) ']'() develop thc capacity and ski115 of Ihe members of the socially aiid economically disadvantaged community of Ruehampton in such a way that they are better able to identify, and help Ineet, their needs and to participate more fully in society. (3) 8uch charitable purposes for the public benefit as are exclusively charitable according to the laws of England and Wales as the tNstees may fiDm time to time deterniine. Signif5tant aetivities- Overview The Roehampton Tn]st is a cotnmuniry-led anchoi. organisation fDr the ward of Roehampton in the London Boroiigh of Wandsworth, wilh a mission to improve the social, econuTThiC: health and well-being, and the environineiit of the people of Roehampion. The Tn]st has a v￿siOn of a flourisliin& healthier, inclusive, connected, and Collaborative Roehampton, in partnei.ship with residents, cominunsiy leaders and other oi"ganisdtions who work in this area of London. Rochampton is a veiy diverse community of18,500 with significant inequalitie5 affecting many residents. li is on the western edge of Wandsworth and is geographically Lut off by upen green spaces and veiy busy A road5. Alongside more afflueni areas, there dTe Several large social housing estates witli a mixture of leaseholders. private and council tenants. There is also a significant student populatioii frotn the University of Roehainpton. 'l-he huge Alton Ftstate, which was London County Council's showpiece estate in the 1950s and wliich is at the healt of the ward, includes areas that aTe arnongst the 20D/o most depi'ived neighbourhoods in England. and the IOQ/o niost deprived with iespeci 10 income and housiiig. Other issues affecting iesidents include poor access to public transport, highei. rates of lone-parent households. long-tertn llnemployment, a lack of service5 foi young people, overcrowding and social isolation, pgrticularly for older residents. The Roehampton Community Capacity Project, knowii a5 MyRoe, L7eBan in January 2020 following the publication of the 2018 Roehamptoi) Community Capacity Report which identificd social and demographic changes which have led to rcduLed cominunity cohesion. limited Community iiivolvement aiid fragmcnted local network8,-%ervice provision challenges aiid concei'ns around regeneration. Funded by Wandsworth Public Health for three ycars, Citizens Advice Wandsworth (CA W)1105ted the pi'oje¢t and appointed a full-time Project Lead, based at CAW'S site in Roehainpton. The PUTpose of the project was to build organisatioiial cap(t¢ity, advocate foi. the cominunity, nurture community proje¢ts, and work toward% a long-teirn programme that built on the pilot and would lead to a s¢lf-5UStaining omrnunity anchor OTgani5atioii for Roehampton. ROEHAMPTON TRUST LTD REPORT OF THE TRUSTEES FOR THE PERIOD I DECEMBER 2023 TO 31 MARCH 2025 OBJECTIVES AND ACTJVITIES- Signifieant aetivities cont. MyRoe Tnade a big impact and achieved a high piDfile in a short period of time. The fllst Project Lead worked directly with people, COTnmuniry groups and local bodies to facilitate the growth of communication and collaboixtions and confIdeiice in local abiliiies io address issues impacting local people'5 daily lives. An early initiative Wd5 the setting-up of the Covid-19 Roehampton Response Network where hundreds of local o]¥anisations and residents came together during the pandemic to help their communities. Praciical help was PIDvided 10 people in need including food distribution and two paper infonnation bulletins distributed through many doors. The ROelia￿pt￿n Network continues to Tneet moRthly. hosied and organised by the Trust. sharing Infor￿atIOn and building collaboi'ations. Th¢ charity, the Roeharnpton Trust, Was established in 2012 by local re5ident5 and its main activities wrre the creation and piiblishing of a local magazine, the Rochampion Voice, as an independent voice for Roehainpton residents, and fundi'aising to 5UPPOrt small ¢ornmunity-ba5ed projecis which helped Tesidents in need. In 2022 trustces of the Roehampton Trust started discussion with community members who were involved in MyRoe about how to ensure the best elemeT]t8 of thi5 project and the Trust itself carried on long term. Tlie shar¢d common values and goals abolit creating better livcs for the people of Roehainpton, led to local people active iii MyRoe joining the board of the Roehampion Trust to Tnovc forward on the aim of ¢stablisl)ing and developing a communily- anchor organisation. The working naTne of Our Roehampton was chosen for ihe organisation through discussions with residents and community leaders. In 2022-2023, an inierim Director secured funding from two major funders, the Wiinbledon foundation and the Roehampton Parish Trust. to move forwaj'd the development of the Trust, funding a full-tune Director and part-time support woi'ker. In July 2024, the new Dsrector was recruited lo ¢ontinue this development work. Also in July 2024, National Lottery funding was spKured for a Community Developmetjt Lead and associated costs. The Trllst's values are.. A recognition of people, theii. talent5 and potential An appreciation of Iloehampton as a place - its green space& its buildintss, and its history A coininitment to working collaboratively acros5 tlie coinmunity, voluntary, statutory and private secrors to achieve posltive outcomes foi. individuals and groups A commiiment to understanding lotal iieeds A recognition of structural inequalilies and a committnent to WOTking to address them. The outcomes which the Trust is aiming to deliver in the longer term are.. People ftel connected io Roeharnpton, know people locally and cnjuy living and woi'king here. Social capital is increased and iiidividuals and groups can find out how to gei involved with their community, develop their skills, and dccess the services they need. Individuals. coinmunity ￿￿UP$ and organisations al'e resilient. Health inequaliiies and other inequdlities are reduced, and well-being indicator5 increased. Much tiinc has necessarily been spent geiting to kilow tlie community and residents and establishing relationships, and tt consultation with residents to identify key priorities lor the Trust's work goiiig forward lia5 been undertaken by the Eeam. Feedback on the Trust'5 work publiL benefit has been infoTmal through l.. I Ineetings and conversations with community leaders, residents and key stakeholders such as Wandsworth Council meinber5 and executive. Public Benefit The Trusltes confinn thyt they have complied with iheir duty under section 17 of the Charities Act 201 I to have due regard to the Charity Cominission's public benefit guidance wli¢n exercising any poweTS or duties to which the guidaiicc is relevant. The charity's activities during the year have continued to deliver clear publi¢ benefit, positively impacting the communities the Trust serves. ROEHAMPTON TRUST LTD REPORT OF THE TRUSTEES FOR THE PERIOD I DECEMBER 2023 1.0 31 MARCH 202S ACHIEVEMENTS AND PF.RFORMANCE Charitable activities future plans A strategic plan was developed by tmstees and tlie Director to further tlie Tntsi's charitable purposes and delivcr public benefit. Next 5tcps for 202512026 were also identified in Lonsuliation with the local coinmunity. -I'her¢ are four delivery themes within the Trusts strategy.. Buildillg and celebrating connections. Community capacity building. Speaking up foT Roehampton and developing solutions. Biiilding 8 strong. sustainable and robust oi'ganisation. Building and etlebrating connectlons The Trust's strategic objective 15 to foster engagenient and collaboration and fun celebrations in Roehampton to ensure that:_ Residents know how to get involved in their community and wider civil society. Groups and organisations collabornte,. duplication is avoided and resources used eff¢ctively. People know their neighboui"s and thei'e is incTeased respect and undersianding. Roehampton Networli $teiY#rdship Eleven Roehampton Network ￿eetingS, seven online and four in-person wcit organised and faeiliiated with 300+ local stakeholde15 attending across the year. These Ineetings increased cominunity participation and feedback, strengthened omniuni(y networks and partnersliips. 'fhey also gave opportunities for community groups io engage with various onsultation and outsEach initiatives around the niajor regeneration plan for the Alton Estate and othei. 5tr3te¥ic plans fi'om Wandswortli Council which affect residents and community groups. Network members, feedback 'Oiii' Rochul￿P10tr1 s nelwtsrk iiigelings cdver inL7ny tOPle5 fhai i'esonule iviih locolpeople espeeiallJ> ihose ihoi live o Ihe AIioF7 Esiore. PF'oviding insighi andpj'aclicftl lielp ihat 511PPOI'i.I people e¢0￿01￿[e£llIy. socially, andtheii. healih IiJellbeipTg. They h¢ive giiesl speakei'5 }IihLI cunprovide i'eal insighi n17d engogeilienr iviih ip71111i-fuiih gi'oiips... The Ro8hapiip1017 Alion Reneivul Plan will be very sigF7ificanl i17.whapiNig the Irve.s of ihe Allo￿ Estale i'cside17ts, Oiir Roehainplon hove l'eached oiil si'ossi'otsrs level io give voice io iheirfeedback" South Thames College 'Yoii v¥ done ufanluslic job 50far bi'l￿gI￿g togeihei- £[ loi of coiKplex i&s7ies L7ddre5sFng iheirt heu£l-017, U17e by one. Yoii%Je fcikÉN ihE tiiiie lo ensiii-e ihdl tlie righipgople al'e iJ?volved clisciission5 - iiphich sloiij things dow IvheK (7clionfeÈlJ 11rge￿I, bill 15 $0 iIKpoI'laJ?Ifor FPi(Jki17g.Iiii'e every volce is heap'd, University of Roehampton Next ste Implement targeted outreach to underrepi'esented groups to ensure eyeryone in the community is suppolled to participate. Canry out evaluation of network meetings, assessing their impact and making improveTnents where needed. Plan, deliver, and evaluate Roeh¥Lmpton Community Weeks (RCWs} 2024 RoehaTnpton Community Weeks was established in 2021 arising fron) a desire to delivcr an eveni which ststngthened the coinmunity. This need was identified dui'ing the weekly COVID-19 Roeh3inpton Response Network mcetings which took place duTing the pandemic. The programme or rree and low cost events and activities has been lcd and co- ordin3ted by MyRoe aDd subsequently, the Trust, in Roehamptoii each summer holiday since then. Local rcsidcnrs and the MyRoc pmject leader wanted to build a legacy of ¥rassrools oi'ganisations and projects to strengthen community cohesion and help the cotnmunity to bounce back from the Iiardships of the pandcmic. It also provides a Tangc of fun and crcative opportunities for fainilies and illdividuals who are hai'd hit by the cost of living crisis to acccss holiday activitics and bring the community together. ROEHAMPTON TRUST LTD REPORT OF THE TRUSTEES FOR THE PERIOD I I)F,C.F.MBLR 2023 TO 31 MARCH 2025 RCW5 2024 touk place beiween 10-24 August 2024 with 76 events and activities, 25 community organi5aiions participaiiTrg. Approximately 1,440 people attended and participated iii the prograinme's events and activities. Activities and outcomes A community led steering group for the RCWS programme was recruited and co-designed the delivery and the award of £4,785 in grants io support resident led gi'assroois gi'oups to put on activities and events diiring RCWS 2024. Thi5 helped to build pafficipatory grant inaking skills for tlie comTnunity leading to fundiiig going to places where it was most helpful, and also helped to build power, cotmectivity and networks in Roehampton. Support was given to participating organisations and grassi'oots groups helping them across all aspects of delivery, op¢ralions, publicity, evaluation. building tlieir skills in and kiiowledge of these key developrnent aieas for them as community leaders A community celebration event took place on 29 August the Roehampton Club, PlDvidcd pi'o bono by the club as P1 Ivriiing lo erpJ-e55 iiiy I￿1&￿Es￿ 117 conli'ibiiliNg ro this inilialive. J h(nJe apussionfoF' StQFyrelling, photogi'ophjj ConiFppiI￿Ity en¥ageIne￿I. Wilh eApei'ience 117 ¢Fettiive Jvi'iling, Ihoiighi leadei's17ip, undphologi'aphy, I believe l ean Iiiake a INEani￿&[lil eortri'ibiiiion 10 ihis pi'ojecl" Koehampton resident Next ste Regularly evaluate and adjusi content and focus for the magazine based on feedback from the comn)unity Continue to develop local voices and srories in Rochampton Voice, showcasing and celebi?t¢ the community's achieveTnents and illustiaiing ways 10 get involved in supporting residents and grassi'ools gi'oups. Community capacity building A key strategsc objective is to develop the skills and knowledge of community leaders and groups, and to suppoil them in accessing more funding and increasing partnership working to lun impaciful services and activities for Roehampton residents. Ihe R¢aching Communities funding from the National Lotteiy covers a three year pei'iod of funding for the'lrusl to develop and deepen this suppoit and rhe Community D¢velopment Lead ICDLI i'ole, Successfully recruited for in Jaruary 2025. During her first four monrhs in the role, the CDL siarted her engageinent with the local coniinunity groups and their leaders. to begin to understand theii. dynamics, assess tlieir iieeds and provide tailored 5UPPOrt for their development, both in the long-tcrm and short-tenn. She al50 Focused on establishing contacts and buildiiig relationships with residents and community gi'oups the Trust has not previously worked with. Activities and outcomes Fundraising siipport.. Creation of a master list of potcntial funders, signposting to ￿nders, l..1 support on funding applications and delivery of a fundraising workshop in collaboratioll witli Wandsworth Care Alliance. Outcomes are.. Eiihaiiced fundraising skills and better resource allocation, arising from more funding deployed. Skills development foi. community leadei'5 Ihrvugh participation in acrivities and knowledge sharing. Cconomic developTnent as residents develop theii. skills and experieiice by leading comrnuRity projects. Governance support.. Creation of policy templatcs which commuiiity groups can then adapt to their oi"ganisalions, leading to enhanced leadersliip and governance, better projeei delivery, volunteer recruilment and tnanagement, transparency and accountability. • NetWOTking aiid collaboi'ation support.. Signposting and linking to various Wdndsworth Council teams and sei'vices and with other community gmups and charities who are doing Similar or complementai'y work to t]ieirs. Outcomes are.. Fostering partnership working and leverage smaller groups, impact for the benefit of local people. Development of innovative activities that addres5 rommunity needs in Ci'ealive ways. Stt'englhened pam)ership and collaboration, leading to more targeted and impacttiil a¢tivities aiid services. Social cohesion throllgh collaboration. Evaluation of fundraisin worksho Ile-workshop evaliiation indicated, low confidence in gant application writing whilst in the post workshop evaluation, paff i¢ipaJitS IEsponded that they feel miich more confident with the responses varying between 6 and 10 on d scale of 10. All the respondents said that they preferred thc workshop face to fac¢ and Ihat they found the woi.kshop helpful. ROEHAMPTON TRUST LTD REPORT OF THE TRUSTEES FOR THE PERIOD I DECEMBER 2023 TO 31 MARCH 2025 Community groups and charities who the CDL has provided I'.1 sUPPUrt for included:. A resident who iwns a small grassroots group focusing on health well-being for women and children. A CIC supporting women who have suffered from domestic violence, creating a safe space and engaging tliem in creative and supportive activitl¢5. A mother and child welfare organisation, giving out advice, signposting. host¢d a vaccine inforniation event. A Muslim support group, helping people who have Englisli as a second language with their benefit claims, and other welfare issues. A reading sllpport charity are being supported to find local volunteers io build up the delivery of their services in the local area. Next ste More woi"kshops are in tlie pipeline on social media, uovernance sttuctures, monitoring and ev3lwdtion and these will fomi an annual piDgraTntne of support which is localised and tailorcd to community organisations. iieeds. Fundraising rraining is a priorsty aiid more workshops and signposting to additionèl learning opportunitieg is key. Tailored l.. I mentorints as people need tnore intensive support and are of1en feeling isolated. Moi"e in-person networking / social event% to tackle isolation. support menial healih and foster collaboration. Potential paitnerships will be explored once relationshsps with community organisations air deepened. The need foi. more volunteers to 5llPPOrt community groups, delivery and future development has been identified as a key priority for them. In response a lange of cvents and activities designed to help them recruit m(Fi'e volunteer5 is being planned. Speaking up for Roehampton and developing solutions This key strategic objective is focused on staying informed and ehampioning meaningful consultation, building relatiOD5hips and collaborating effectively with key stakeholder5 such as Wandsworth Council to identify gaps in services dnd to deliver solutions that meet the needs of Roehampton. Residents also need to be infonned and supported in being able to advocate for their own needs and their specific coinmunity. This itquires the developTnent of accurate understai)ding of lucal strengths and local needs and wide ranging and consistent engagement with residents and stakeholders. Activitie5 ai)d outcomes Parti¢ipalion in Wandsworth Voluntary Community Suppoit (VCS) forums alld consulta1iLin and around Ihe VCS support oi'ganisatioii tender in 2024125 to ensure this meets the needs of the VCS in Wandswoith. Participation in the Roehampton Partnership io support its development as a strategic collective voice for Roehampton recognised aiid eiiga¥ed with as such by the Couiicil and the relevant authorities. Engagement with ihe Alton Renewal Plan team. Ihe head of Tegeneration al Wandsworth Council and other Council off￿cErS where appropriate. Comniunity Space Needs Assessmenl cominission seciired to ensuir that community leaders, voices are heard in tlie Lonsultaiion and cg-design is embedded in the planning proccss. Short to medium term activities being identified with the programme manager for the Alton Renewal Plan to help make Council owned spaces mole user fviendly and accessible for communiiy organisations. Held regular meet&ngs with the local Councillors and MP lo highlight i'esidents and community organisations, cgnceiTrs and priorities. Community Spaee IY¢eds A55e55ment- enabling meaningful eonsultation and co-design in the regeneratiot) plans for the Alton Estate The Tiust lobbied Wand5WOrth Council on th¢ need for con8ultation about the Alton Renewal Plan ai the earliest Stage Possible as this is a key coinmunity concern in Roehampton. Previou% Tegeneration plans had little community consllltation and the Alton Renewal Plan is a major initiative which will deeply affect the live5 Of all on the estate and across the ward. The Trust's work has led io a commission from the Council to deliver a Communiiy Space Needs Assessment of community oi'gani5ations' necds which can be fed into thc Altun Renewal Plan's developmeiil. Interviews witli 30 community oi'ganisations wcre carried out between January and March 2025 and with a report and recoinmendations arising submitted to th¢ Louncil'g regeneration tcam. This has now led to a Second phase of consultation and co4iesign workshops which the Trnst is commis5i0D¢d to develop and delivei. by the Council later in 2025126. ROEHAMPTON TRUST LTD REPORT OF THE TRUSTEES FOR THE PERIOD I DECEMBER 2023 7.0 31 MARCH 2025 Next ste Engagement with Wandsworth VCS support organi5alion when appointed to influence and lobby for local funding and support activities. Engage with Roehampton Ward Panel for policing to siipport communiry safety conceTns. Continue io engage with Alton Renewal Plan team on comjnunity space needs and consultation about the plan. l.ead the deliveiy of co-design workshops for community group5 for the Alton Renewal Plaii to ensure that local needs are mct ill its development. Building 8 strong? SllStAffinablc and robusl organisalion The Trust must become a resilieni, sustaillable organisation which can withstand external sho¢k5 slleh as economic downtuims, policy changes and internal ¢hall¢n¥es such as succession plaDniiig. It must b¢ a¢¢ountable and transparent tn the community and to demonsrrate its impact effeLtively, which is crucial for fuiiding 5uc¢ess and stakeholder engagement. A culture of integrity and excellence, attracting skilled staff, volunteer5, aiid parttiers, is being lostered. Dcveloprnent of strategle direetion and ensuring aecountability to the community In an ever-changing political, economic and social etjvironment where there has been tnuch consuliation over regeneraiion plaiis for th£ Alion Estate which have not come io fruition. there are low levels ot tru%t in coiisultation. It was very important tu build on existing relationships with re5idenls and community gi.oups by thc new, Director and Commuiiity Development Lead. in response to the needs of the community and the environment the TI￿st operares in. Activities and outcomes Creation of a development plan and a govemaDce I PToject roadmap has kept trustees abreast of and activities in line with the strategic plan and objectives. A launch Community Alliance consultation event took place in November 2024 with 60 residenis and oinmufjity l¢ad¢rs in attendance. This event identified and prioritised key issues for the Trust to address in consultation with the widcr community and developed an outline action plan to move foiward ils work. A Te5idEnts' survey cai'ried out in March 2025 had 100 r¢spon5C5 which correlated with the Community Alliance's key issue5 and action plan. Next ste A Trustees, away day is to be held in October 2025 to review strdtegic direction and workgtreams to ensure glignment with evolving community need5 aTid ihe ¢hanging opeiztEng environnient. Developmcnt of d Theory of Change is crucial 10 demonslrate the specific and ineasurable descrTPtion olthe social impdcl of rhe Trust's work to foiin the basis for continuous planning, ongoing dccision-making and evaluation. This will be developed in response 10 engagement wilh the comrnunity and the lessons leamed during the year from ongoing relationship building and pai1neiship working. The Community Alliance event will be hcld annually alongside the AGM to ensure the Trust's work keep5 in line wirh evolving residents, and community groups, needs and to develop the action plaTi further. An impact measurement framework to measure and irport on impact and keep the TrusL on track with strategic plans will also be developed and put in place after the strategie review by Trustees. Ensure tffective goyernance #nd robust financial planning The Trust worked on putting in place effective governance structures and robust financial management to ensure transparency and accountability to stakeholders, to meet its legal and regulatory obligations, support strategiL delivery and manage risk for long-temi viabiliry and resilience. Activities and outcoine5 Board of Trustees meeting5 and AGM planning well advaneed for 2025ll6, ensuring consistent oversight by trustees and tho communEty wiih the Ti'ust's strategic direciion. Thi'ee new Trustees liave been reciuired who are local residents. Financial expertise has been strengthened by two new treasurers, one witli experience of strategic financial planning and fvndraising in a charity setting, and the other with excellent financial operational expei'ience and skills. l.ived expericnce has been increased oil the board through recrllitment of local residents. ROEHAMPTON TRUST LTD REPORT OF THE TRUSTEES FOR THE PERIOD I DECEMBER 2023 TO 31 MARCH 2025 Developinent af safeguarding, conflict of intcrest, Trustee5 Code of Conduct policies, i'isk assessrnent and membership structure. Financial projections for next two financial years were created based on core funding secured and project working Cashflow budget maintauied and accounting software purchased to manage financial resources. Next sieLs Board 8kills gap analysis and training programme to ensure the boaixl is ready to meet Ihe ¢hall¢nges of developing a sustainable organi5ation. Regular revi¢ws of financial pi'oje¢tions to ensure Competent management of resources and timely adjustments to budgets, praje¢ts, or fiindraising strategies. A thorough risk assessmellt with regular reviews and mitigation strategies will be put in place as risks need to be anticipated in busiiiess planning. Membership to be widely publicised and residents, Community leaders and orher organisations working for the benefit of Roehampton engaged with effectively to ensure accountabslity and transparency of the Trust's work. Securing finanLi#I sustaln#bility through diverse funding sources Ensuring the funth"aising plan is realistic and diverse given limited resources and a very febrile and cornpeiitive funding environment Is a key Challenge for the Trust. Some fundraising has already been undertaken to move foiTrvard on actions identified through the Trust's consultation with the coinmunity at the Community Alliance event in Novcmber 2024 and the residents, sui'vey in Marcli 2025. Activitie5 and outcomes Funding in-kind secured for office space and utility ¢osls at the Roehanipton Family l.lub from Wand5WOlth Council. The Trust's te￿n now has a honie ftsi" its staff and volunteers, with access to a community hall for events and meeting rooms for other events and activities ltnd co-locatioIi with partners. Successful National Lotteiy Reaching Communities funding application tnade, supporting Community Developinent Lcad recmitment and community development. The outcomes for tlit funding map across witli the Trust's.%tt7tCgy Lind delivery them¢s. Increased fvnding for Roehampton Voice throuoh donations enabling its distribuiion by post to all households i the ward. increasing awareness of the Tiust's wort( and improving coinmunications. Successful application niade to Cliinate Action Microgiznt Pund for a green skills education projeei for local young people. support for their Tnental health and fostering of intergenerational connections with older volunteers. Application made to W8ndsWOrth Grant Fund for community outreach events to increase engagemeni by the Trust and to bring coniinunity organisations togethei. to collaborate, increase volunteering in Roehampton, tackle social iiolation, sustain coinmunity organisatioiis and support COTnmunity cohesion. • Application to the Wiinbledon Foundation's Love Local fund in pi'ogres5 for a Community Gai'den project. This project would create an inclusive space which fosters social interaction and strengthens community bonds, supports the physical and i￿ental well-being of the community, pi'ovide5 leaniing opportunities, skills development, and local employment and would be an active community space which is 5af¢ and welcoming. • Funding sources pipeline set up. Next sie Hold the review of the stratcgic plan by the Trnstees and confirm workstreams ro deliver mission and vision going forward. Create L'ase for Support and ￿ndraiSing strategy and set targets for a three year development plan. Develop funding sources pipeline further. Launch fundr￿lS1ng campaigns and grani applications to deliver the developnient plan in line with comtnunity needs and worksireams ROEHAMPTON TRUST LTD REPORT OF THE TRUSTEES FOR THE PERIOD I DECEMBER 2023 7.0 31 DIIARCH 2025 FINANCIAL REVIEW Financial p051tion The financial p051tion is stable, with COTe funding for salaries of two full-time and one part-time staff members and organisational costs in place and in-kind support for office costs from Wandsworth Council. l)rineip81 funding Sources Funding from Wirnbledon Foundation of £30,000 and £20,000 from the Roehainpton Parish Trust was secured to fvnd tull-time Director. These grants are for three years SUPPOrt siarting from l April 2024 until 31 March 2027. A grant of £173,046 for a full-time CoTninunity DevelopTnent Lead (CDL), associated community development costs, and additional CnTC Costs was secured for three years, stalling from l October 2024 until 30 Septeniber 2027 from the National Lott¢ry's Reaching Communities fund. A fust gTant payment of £27,582 was made in the final quarter of 2024 and the CDL was appointed in January 2025. A grant for £i,ono from the Pest Houses Fund was Secured io ￿nd the Roehatllpton Cominunity fund 2024. Donations of £15,000 were received to fijnd (he Roehainpton Voice magazine. A commission of £2,100 from Wand5WOrth Council for the Community Space Needs Assessment project is unrestricted funding and w85 receivable at ye3T end. Unrestricted funding of £17,592 from the MyRoe pr(Fject was cai'ried over uito this financial year in two separate paymenrs of £15,000 and £2,592 from Citi£ens Advice Wandswonh. the hosts foj. the project. Unrestricted income of £1.930 was eamed from advert15ing sales for Roehampton Voi¢¢. £400 of unrestricted income was received from Natwest in compensation for banking issues. Reserve5 policy The Roehampton Trust maintain5 irserves equivalent to IOQ/o of annual expen5¢5, reviewed on a rolling 12-month basis to ensure financial resilien¢e. As of 31 March 2025, i'eserves tolallcd £40,810 (of this £22,030 is Irstri¢ied), meeling the policy tai'get and providing a prlldeni buffer while Jnaximising investment in coimmunity impact. STRUCTURE, GOVERNANCE AND MANAGEMENT Govcrning document The chai'ity Es conirolled by sts governing dociiineiit, a deed of trust, alld constitutes a IiTnited company, lirnited by guaraDtec, as defined by the Companies Act 2006. Reeruitrnent and appointment of new trustees New tru5tccs are recruited by cotjsideriiig ilie need5 of the charity and selecting individllals to match those needs. REFF.RENCE AND ADMINISTRATIVE DETAILS Registered Coinpany ijllanber 07444200 IEn&>land and Wales) Registered Charity number 1146841 Registered office 166 Roehampton Lane Loiidon SW15 4HR ROEHAf+lPTON TRUST LTD REFOKT OW THF TRUSTEES FOR THK PILIUOD I DECEMBER 2023 TO JJ MARCH2025 Trustee5 T T Dobreva S Akilllade {8ppoIntBd 16.1.251 J A C Andergon (appointed 26.9.24) J M IIaTfi¢s A Hou5deii A L Madad¥ (appointed 16.1.251 A J Robertson J FThotpe lappointed 16.I.251 Mrs P J Haryis (resigned 26.9.241 T R T Motris (rc5igncd 14.2.251 S D PlaDner{te8igned 26.9.241 H J PIow5 liesl￿th 16.1.251 K SullivaD IresigDed 16.1.25) Indepgndent Examincr Lile$ Morris Limited Isl Floor 80 Coombe Road Newmalde Swyey KT3 4QS Wtbslte= OUTo¢hampton.or8 STATEMENT oF'fRUSTEES' RKSPONSJBILITI£S The ttU5tees (who aTe aJ¥u the dJrÈctor$ of Rt)eh8rnploD TtU5t Lid forthe P￿￿￿¢$ of compnny law) ilTet¢8poA%iblc for prepa[l￿g the Re￿rt01th¢ T￿￿￿eS and the fiijancial Btatements in a¢¢ordan¢¢ with app]icgblo law aknd Unsied Klljgdon A¢¢ountiLg Standards (United K￿sdoM fjeneTally Ac¢epi¢d A¢cothiting Prneticel. CoTnp2ny law requires the Itusteeg fo prcpare financial 5taiemEnts for each fmallctal year which give o Irje gjjd fair Vi￿ of the S￿le of aff￿]5 of the Cbtsrilable Company attd of thB incom￿8 iesouir¢s 8nd application of ie50UT¢es. in¢ludin¥ the incomeand txpeJiditUFe, of thetharitable ¢ompany forthitperiod. IA prep￿ing ihose financial statem¢ots, the tsv$iee$ 2re required to sel¢ct suitable accoutttiDg pollcies and tbBn apply Ih¢m consistently- obscrve thE tllelhods aud principles in the Chatity SOIIP: ake judgernents *Dd e￿iti)a¢£S that arereawllable aiid wud¢ol,' prepRre the fiDallcial ￿atementS vn th¥ going collcein basis Unl&￿11 is itiappropri81c to presutttethatth charitable CD￿PatyWillCollT1ll￿e ￿ busujess. The trusices ar¢1¢5pollsible forkeepillE propes a¢LouLIIDg Tecords which disdogeivitb reasonable a¢curncy at attytDne the fillall¢ialpositiOll trf tbe ¢I￿ri￿b[C company alld to etthle thcmto cnsure that ihe f][￿￿￿181 stateJJJent5 cornply with the Companies Act 2006. They aTeRlso respoD5iblefor 5afr¥uarding Iheas5ets of the rlthitttbl¢ ¢ompaDyaDd h¢A¢e for tskingreÈsoTrMble Steps forthe prevention atd delectitstt of fraud and other I￿egula￿lttBg. Approved by orderof the bo8rd tsfttwste¢s orl 26Noventher2Q25 and $igDedoD bEb31f by. A J Robertsoft. Th]stee 10 INDEPENDENT F.XAMINER'S REPORT TO THE TRUSTEES OF ROEHAMPTON TRUST LTD Indtpendetjt ¢xaminer'5 report to the trustee5 of Roehampton Trust Ltil ('the Company,) I report to the charity ti'ustee5 on my examination of the accounts of the Company for the period l December 2023 to 31 March 2025. Responsibilities and basi5 of report As the charity'% trustee5 of the Company (and al.%0 its directors for the purposes of company law) you are responsible for the pirpai'aiion nf the accounts in accordance with the requirements of the Comp¢inies Act 2006 ('the 2006 Act'l. Ilaving satisfied myself that the accounts of the Company are not required to be audited under Part 16 of the 2006 Act and are eligibl¢ for indcpendent examination, I report in respect of my exainination of your charity's accounts a5 cairied out under Section 145 of the Chariiies Act 2011 ('Ihe 2011 Act). In cartying out my exainination I have followed the Dsrections given by the Charity Cornmissioii under Section 145(5) Ib) ufthe 201 l A¢t. Indcptndent examiner'5 5tatemcnt I have coinpleted my examination. I confinn that no matters have come to my dttention in co[￿ectiOn with the examination giving me cause to believe.. accounting Ircords were not kept in respect of Ihe Company as required by Sectioii 386 of the 2006 Act. or the accounts do not accord With those recoi.ds; or the accounts do not comply with the accounting requirement5 of Se¢iion 396 of the 2006 Act other than any reqiiirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination., or the accounts have noi been prepared in accordance with the methods and principle5 of the Statement of Recommended Practice for accounting and reporting by charilies (applicable to cliaritie5 preparing theii. 2ccoiints in accordance with the Finan¢ial Reporting Standard applicdble in th¢ UK and Republic of Ir¢land IFRS 1021). I have no concerns and have come a¢ros5 no other matters in connection with the exatnination to which attention should be drawn in this report in order to enable a PToper understanding of the accounts to be reached. Alison Sanderson FCA Liles Morris Limited 1st Flooi. 80 Coombe Road New Malden Surrey KT3 4QS Date.. ROFHAMVtON TRUST LTD STATEMENT OF FINANCIAL ACTIVITIES (INCORPORA'fiNG AN INCOMF. AND EXPENDITURE ACCOUNTI FOR THE PERIOD I DF,CEMBER 2023 TO 31 MARCH 202S Period 1.12.23 to 31.3.25 Total funds Year Ended 30.11.23 Total funds Unrestricted fund Restricted funds Notes INCOME AND ENDOWMENTS FROM Donations and legacies 20,094 93.581 113,675 4,223 Other trading activities ,930 1,930 617 Tot81 115,605 EXPENDITURE ON Charitable activities Newsletter l Roehampton Voice Oui. Roehamplon Community Fund Roehampton Community Weeks Cominunity Alliance 9,713 57,809 4,029 9,713 62.659 4,285 1,389 875 4,114 4,850 256 1,389 875 Other 4,877 248 Tot21 4,362 NET INCOME 9,777 22.030 31,807 478 RF.CONCILIATION OF FUNDS Total funds brought forward 9,003 9,003 8,525 TOTAL fiUNDS CARRIED FORWARD 18,780 22,030 40,810 9.003 Tlie notes form part of the financial statements. ROEHAMPTON TRUST LTD BALANCE SHEET 31 MARCH 202S 2025 Total funds 2023 Total fuiids Unrestricted nd Restricted funds Notes FIXED ASSETS Tangible asset5 1,029 1,029 CURRENT ASSETS DebtOTS Cash at bank 2,200 2.200 2,474 22,030 19,130 22,030 41,160 9,214 CREDITORS Amounts falling due within one year (1,379) {1,379) NET CURRENT ASSETS 22,030 39,781 9,003 TOTAL ASSETS LESS CURRENT LIABILITIES 18,780 22.030 40,810 9,003 NF.T ASSETS 18,780 9,003 FUNDS Unrestricted funds Restricted funds.. Roehampton Voice Reaching Communities 18.780 9,003 16.743 TOTAL FUNDS 40,810 The chaTltable company is entitled to exemption from audii under Section 477 of the Companies Act 2006 foi. the period ended 31 March 2025. The mernbers have not required the company to obtain an audii of its financial statements foi. the period ended 31 MaTclI 2025 in accoixiance with Section 476 of the Companies Act 2006. The trustees acknowledge their responsibilities for la) ensiii'ing that the charitable company keeps actounring recoiKls tliat Ctstnply with Sections 386 and 387 of the Companies Act 2006 and preparing fiiiancial siatements which give a Irue aiid fdir view of tl)e State of affairs of the charitable company as at the end of each fin