
## **Trustees' Annual Report for the period** 

||Period start date|Period start date|||Period end date|Period end date||
|---|---|---|---|---|---|---|---|
|**From **|06|11|2019|**To**|05|04|2021|



## Section A                        Reference and administration details 

**Charity name** THE ROOTS CHARITABLE FOUNDATION **Other names charity is known by** 06/11/2019 - 05/04/2021 **Registered charity number (if any)** 1186188 

**Charity's principal address** 104 Hale Lane, Flat 2, Mill Hill London **Postcode NW7 3SE** 

## **Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year **|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||SUGA<br>GUNASEGARAM||26/05/2019 - PRESENT|SUGA GUNASEGARAM|
||MARIAN COXALL||01/04/2021 - PRESENT||
||JULIO LOZADA||07/05/2021 - PRESENT||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||
||||||



**Names of the trustees for the charity, if any, (for example, any custodian trustees)** 

**Name Dates acted if not for whole year** 

**TAR** 

March **2012** 

1 



## **Names and addresses of advisers (Optional information)** 

|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|**Names and addresses of advisers (Optional information)**|
|---|---|---|
|**Type of adviser**<br>**Name**<br>**Address**|||
||||
||||
||||
||||
|**Name of chief executive or names of senior staff members (Optional information)**|||
||||



## **Section B              Structure, governance and management** 

## **Description of the charity’s trusts** 

CONSTITUTION Type of governing document (eg. trust deed, constitution) SUGA GUNASEGARAM IS CHAIR How the charity is constituted MARIAN COXALL AND JULIO LOZADA ARE TRUSTEES (eg. trust, association, company) ELECTED AND APPOINTED BY ALL TRUSTEES Trustee selection methods 

- (eg. appointed by, elected by) 

## **Additional governance issues (Optional information)** 

You **may choose** to include additional information, where relevant, about: 

- policies and procedures adopted for the induction and training of trustees; 

- the charity’s organisational structure and any wider network with which the charity works; 

- relationship with any related parties; 

- trustees’ consideration of major risks and the system and procedures to manage them. 

## **Section C                    Objectives and activities** 

**Summary of the objects of the charity set out in its governing document** 

The objects of the CIO are: To relieve the needs of those in need, by reason of youth, age, ill-health, disability, financial hardship or other disadvantage anywhere in the world by the provision of grants to charitable organisations and projects in order to: 

1. relieve financial hardship, in particular but not exclusively by the provision of essential items 

2. preserve and protect good physical and mental health 3. advance education and training of those in the community who are in need thereof so as to advance them in life and assist them to adapt 

**TAR** 

March **2012** 

2 



- within the wider community 4. provide facilities for recreation or other leisure-time occupation with the object of improving the conditions of life of those persons who have need of such facilities by reason of their youth, age, infirmity or disablement, financial hardship or social and economic circumstances 

CIO has power to: 

(1) borrow money and to charge the whole or any part of its property as security for the repayment of the money borrowed. The CIO must comply as appropriate with sections 124 and 125 of the Charities Act 2011, if it wishes to mortgage land; (2) buy, take on lease or in exchange, hire or otherwise acquire any property and to maintain and equip it for use; (3) sell, lease or otherwise dispose of all or any part of the property belonging to the CIO. In exercising this power, the CIO must comply as appropriate with sections 117 and 119-123 of the Charities Act 2011; 

**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** 

## **Additional details of objectives and activities (Optional information)** 

**TAR** 

March **2012** 

3 



NA 

You **may choose** to include further statements, where relevant, about: 

- policy on grantmaking; 

- policy programme related investment; 

- contribution made by volunteers. 

## Section D                      Achievements and performance 

**TAR** 

March **2012** 

4 



Section D                      Achievements and erformance p NA **Summary of the main achievements of the charity during the year** 

**TAR** 

March **2012** 

5 



## **Section E                    Financial review** 

NA 

**Brief statement of the charity’s policy on reserves** 

**Details of any funds materially** NA **in deficit** 

## **Further financial review details (Optional information)** 

You **may choose** to include additional information, where relevant about: 

NA 

- the charity’s principal sources of funds (including any fundraising); 

- how expenditure has supported the key objectives of the charity; 

- investment policy and objectives including any ethical investment policy adopted. 

## **Section F                     Other optional information** 

## **Section G                    Declaration** 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 

**Signature(s)** 

**Full name(s)** MARIAN COXALL **Position (eg Secretary, Chair,** TRUSTEE **etc)** 

**Date** 29/12/2021 

**TAR** 

March **2012** 

6 

