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2022-07-31-accounts

TRUSTEES ANNUAL REPORT

Y E A R E N D J U L Y 2 0 2 2

CONTENTS

Administrative Details 1 Rooted In Summary 2 Core Values & Strategy 3 Structure, Governance & Management 5 Summary of Activities 6 Future Plans 9 Accounts 10 Independent Examiner’s Report 11 Acknowledgments 12

ADMINISTRATIVE DETAILS

Registered Charity Name Rooted In Charity Number 1184481 Date Registered 18th July 2019 Registered Office St Peters Vicarage Leytop Lane Allerton Bradford Trustees BD15 7LT Chairman Lucy Atkin Secretary Kathryn Marsden (Resigned April 2022) Pamela Kershaw Treasurer Rob Atkin Independent Examiner Torvell Dent Chartered Accountants Centre of Excellence, Hope Park Trevor Foster Way Bradford BD5 8HH Bankers Lloyds TSB 45 Hustlergate Bradford BD1 1NT

ONE

ROOTED IN SUMMARY

The work of Rooted In is the culmination of 19 years of our organisation’s grassroots, volunteer-led and community-focused vision working in the former council estate of Allerton and Lower Grange on the outskirts of Bradford, West Yorkshire.

Rooted In strives to outwork our unique belief that the greatest resource and success of Allerton lies within. We work to build community by strengthening children, young people, families, and adults equipping them to build a fulfilling and self-supporting life, and then encourage everyone to play a part in investing back into our community.

All of our work is centred on our model of ‘Growing Big People’. We help individuals uncover their skills and desires whilst providing holistic support, education, and training to help them overcome barriers that hold them back. We grow individuals by instilling a sense of personal identity and for them to understand their inherent value and purpose.

Over the past year, we ran a number of programmes and activities that enabled us to support 350 children, young people, adults, and families. These programmes

include after-school children's and youth clubs, community

events, holiday activities, sports sessions, young people's volunteering, and mentoring. We

partner with local schools to deliver

assemblies and targeted interventions.

Working with adults we provide volunteering opportunities, training, work experience, and support into employment. In January 2019

we launched our first

social enterprise ‘The Sugar Snap Kitchen Coffee Shop’ which has enabled us to give

employment to three local adults and training to twenty long-term unemployed adults.

CORE VALUES & STRATEGY

Rooted In is to be known not just for what we do, but how we do it. We are committed to collaborating with the community, listening to their voice and creating a culture which encourages local social responsibility to deliver grassroots transformation.

This approach and the organisations significant professional experience in community leadership, compliance, social enterprises and project development paired with our long-standing involvement in the community, means that we are the right people to spearhead such a significant movement.

At Rooted In, our approach of building people creates an inner strength and resilience which empowers all ages to make more positive and constructive choices, rather than building a team and services that solely respond to crisis. To do this we have developed a new strategy, which is driven by our culture, purpose, and beliefs.

This strategy ensures that all our programmes will be centred on developing and building people. As such we structure our team and workload to ensure each person can take responsibility for training and mentoring local volunteers. This strategy opens up the organisation to a wider range of opportunities that have never been available to most in our community.

Whilst this approach may be slower and harder work, we believe it will have a much deeper and longer lasting impact on those in our community.

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STRUCTURE, GOVERNANCE & MANAGEMENT

Rooted In was formally established by a constitution dated 6 November 2008 as Kidz Klub Allerton and was subsequently registered as a charity on 19 November 2008, under registration number 1126786. On 20 September 2019 Kidz Klub Allerton changed its name to Rooted In. On 18th July 2019, Rooted In registered a new Charitable Incorporated Organisation (CIO). We completed a transfer of assets from Rooted In to Rooted In CIO on 21st February 2022. Rooted In are now operating under the new registration number 1184481.

The Charity is managed by the Board of Trustees. Under the requirements of the constitution, in addition to the statutory powers of appointment, a new trustee may be appointed by a resolution of the trustees passed by a majority in a general meeting. Trustee training is carried out on an ongoing basis making use of the Charity Commission website and other charity publications.

The trustees have adopted the provisions of the Statement of Recommended Practice (SORP) ‘Accounting and Reporting by Charities’ issued in March 2005 in preparing the annual report and financial statements of the charity.

The trustees actively review the major risks which the charity faces on a regular basis together with controls over key financial systems. Where appropriate, systems or procedures have been established to mitigate the risks the charity faces.

Objectives and Activities

Rooted In’s principal objectives, as set out in the Constitution, are: To act as a resource for people of all ages and backgrounds living in Allerton and neighbouring areas by providing advice and assistance and organising programmes of physical, educational and other activities as a means of:

a) Advancing in life and helping by developing their skills, capacities and capabilities to enable them to participate in society as independent, mature and responsible individuals. b) Providing recreational and leisure time activity in the interests of social welfare for people living in the area of benefit who have need by reason of their youth, age, infirmity or disability, poverty or social and economic circumstances with a view to improving the conditions of life of such persons.

Our current and planned work supports children and young people, parents and families from Allerton and Lower Grange. Our aims fully reflect the purposes that the charity was set up, to benefit all children and young people regardless of personal background, faith, gender or personal circumstances. FIVE

SUMMARY OF ACTIVITIES

A Place To Call Home

Lockdown has created a seismic shift within our community, along with the challenges around the cost of living. Now, more than ever our community needs the support and opportunities we create. The Trustees and management team had a clear sense that to deliver against our long-term vision, we needed a permanent home. Numerous community centres, school halls, meeting rooms, and outdoor spaces have served a great purpose, but often with significant compromises and costs. With our own base, we can create the spaces, set the environment, and save on costs whilst also generating income to work towards our goal of financial sustainability.

In April, after a few months of dialogue with the local Church of England team, we agreed on terms for a 20year lease on the recently vacated vicarage, right in the heart of our community. Whilst there is a significant amount of work to do to create the spaces and setting we want, we are incredibly excited to finally have a place to call home.

The Same Storm

The experience of lockdown and the cost of living crisis has really brought home the fact that whilst we are all in different boats, we are all facing the same storm. From this understanding, we have taken deliberate steps to strengthen the ties with existing community groups. Over the year representativesof Rooted In have joined the board of Directors of Cafe West, the Church Council of St Peter's Church, Allerton, and St James Church, Thorton as well as becoming governors at two of the local primary schools.

This increased commitment to work together, collaborate and share will create a deeper sense of unity and be a strong footing for the services and opportunities our community will need over the community years.

SUMMARY OF ACTIVITIES

Children Are So Resilient...

Over lockdown we read an article that was praising the apparent resilience of children and young people in adapting so well to the rapid changes caused by lockdown. Our take on the situation was a little different, we weren't observing resilience. We saw a disastrous blend of children not having the safe spaces or people to openly explore what they were experiencing or feeling. Our observations were, too many children and young people were retreating within themselves or into very unsafe spaces online seeking solace and comfort from dangerous people or life-controlling habits. In response we have taken on a community worker to develop and deliver services in conjunction with our partners and community.

We have also increased the number of Champion Kids activities we provide for primary-aged children. Over the year we have engaged with over 120 children with a team of 15 local adult and young people volunteers. We have delivered a wide range of activities, community events, social action projects grounded in our principles that children of our community deserve the best and broadest range of experiences along with the opportunities to explore who they are and what their contribution to community can be.

Shine

To guide people out of dark places we need to shine a light to expose thereality of their current situation and illuminate a way forward. One area we have seen great success and growth this year has been through partnerships with local schools and the development of our girls programme 'Shine'. This year we have worked with 25 girls who have all experienced childhood trauma. Through Shine they are given the tools to tackle anxiety and destructive behaviours, whilst helping build their confidence, a sense of purpose and mental well-being.

SUMMARY OF ACTIVITIES

Community Led Housing

Building on the previous years work, we have now received our comprehensive community-led masterplan from the team at Architecture Unknown. This has been the culmination of two years research and consultation with the community, housing experts, and developers.

We have arrived at a proposal of 52 homes, community building, business start-up units, and communal spaces with a focus on young people and families. The properties have been highly influenced by the impact of lockdown and the recognition that a lot of existing affordable housing stock is far too restrictive for modern families' needs. Our housing proposal creates spaces that facilitate high-quality family life with low cost living without compromising on space, facilities, and excellence.

The Sugar Snap Kitchen

The outlook for food businesses with a focus on the corporate sector has been very unpredictable. We have managed to re-open our coffee shop and pick up a number of new customers for external catering. With the great deal of uncertainty, we have revised our growth plan to allow for longer time periods to adapt to the changing market and build up reserves.

In March we were approached by Christians Against Poverty to explore the opportunity of tendering to open a second coffee shop in their new headquarters. After negotiations and performing well in the competitive tendering process we are delighted to have secured the contract. We are anticipating opening in October 2022, allowing us to provide employment, work experience and training for a further 12 people per year whilst generating a surplus by Year 2 to re-invest into the charity.

FUTURE PLANS

As the Trustees and Senior Leadership Team look forward to 2022-23 there are a few key areas of focus for the organisation:

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The report was approved by the Trustees on 11th May 2023. Lucy Atkin - Chair Of The Board

ACCOUNTS

RECEIPTS & PAYMENTS ACCOUNT FOR THE YEAR ENDED 31 JULY 2022

Unrestricted Restricted
Funds Funds 2022 2021
Income
Grants 7604 124515 132119 186305
Donations & Gift Aid 5832 - 5832 24744
Income from Charitable Activities 3610 - 3610 1303
Social Enterprises 34500 - 34500 9750
Total 51546 124515 176061 222102
Expenses
Staff costs 61193 63407 124600 117882
Training & Volunteer Costs 157 2666 2823 2098
Premises Costs - 2243 2243 1996
Computer & Equipment - 1973 1973 1400
Administration Costs 1 1831 1832 2856
Marketing 2 517 519 667
Professional Fees & Consultancy 44 1458 1502 892
Charitable Activities (539) 21244 20705 14931
Donations 325 9 334 310
Total 61183 95348 156531 143032
(9637) 29167 19530 79070
Funds B/Fwd as at 31st July 2021 19825 88162 107987 28917
Transfer between Funds - - - -
Total Funds as at 31st July 2022 10118 117329 127517 107987
Represented by:-
Cash at Bank 127505 107967
Cash in hand 12 20
127517 107987

TEN

INDEPENDENT EXAMINER'S REPORT

Report to the trustees of Rooted In on the accounts for the year ended 31 July 2022.

Respective Responsibilities of Trustees and Examiner

The charity’s trustees are responsible for the preparation of the accounts. The trustees consider that an audit requirement of Section 145 of the Charities Act 2011 (the Act) does not apply. It is my responsibility to state, on the basis of procedures specified in the General Directions given by the Chairty Commission under Section 145(5)(b) of the Act, whether particular matters have come to my attention.

Basis of Independent Examiner’s Statement

My examination was carried out in accordance with general directions given by the Charities Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently, I do not express an audit opinion on the view given by the accounts.

Independent Examiner’s Statement

In connection with my examination, no matter has come to my attention

  1. Which gives me reasonable cause to believe that in, any material respect the requirements:

  2. (a) To keep accounting records in accordance with S130 of the 2011 Act; and

  3. (b) To prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act have not been met; or

  4. To which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.

S J Sutcliffe F.C.C.A.

Torevell Dent Limited

Chartered Certified Accountant

1-3 St Ann’s Place

Pellon Lane

Halifax

HX1 5RB

ELEVEN

ACKNOWLEDGEMENTS

We want to take this opportunity to reflect and thank all the companies, foundations and individuals who have chosen to commit themselves to support us and our community. All that we do would not be possible without their generosity, thoughtfulness and kindness.

This support has ranged from time, donated equipment and material, pro bono professional services, mentoring and consultancy as well as financial donations to the charity.

Daniel Wilkinson - Keystone Finance & St. James’ Place Wealth Management Rev. Harry Gwennit – St. James Church Thornton Vaughn Pollard - St Johns Church Allerton

Allerton Methodist Church

Andrew Edmiston - The IM Group/Lions

Sovereign Healthcare

People's Postcode Trust

Garfield Weston Foundation P27 Trust

The Brelms Trust

West Yorkshire Police JU:MP Lower Grange Centre Cafe West