OTÉ ROOTED Charitable Inco￿)rated Ooanisatson Trustees. Annual Report and Financial Ststemants For the yearended 29-11-2025 Registered Charity No: 1211196 Regisl8r8d wrth the Charrty Commi8Slt)n for England and W*&J Paie1d13 RoorÈD Tru&¢es'AnrrfJ81 Rwt ￿F￿￿{¥&I St81wnerrts iaoi l. Reference and Administrative Information Charlty Name Charlty Roglstratlon No. Legal Forni Rooted 1211196 Charitable Incorporatad Organisation {cio) Assocthkni Glo CIO Constitutton Typo R•g1gt¢red Addr••s Flnanelal Yaar 56 Forn Street. Kiigsand. Comwall, PL10 1 NA 29-11-24 to 2W11-25 A¢counts Bas1• Rec8108 & PayTnents Tru•te•s The following served as trustees during the year and up to the date of approval of this report.. Name Role Appointed l Resigned Jessica Stevens Chair Serving throughout SopAng throughout Gar8th Adams Trustee Demelza Came Trustee Ser¥lng throughout Damlen Golder Truste8 Sèmng throughout Key Staff and Profesjlonal Advlser8 Dlrnctor Daniel Alvarnz Ind•pendont Examln•r Wngs Accijuntsrrts. Unlt 1. Pearl As￿ranCe House. Ebc Lane, Tawstocl PL19 OBG Bank•rs Coaoperative BanK Skersmek1818, F>0 250 Pagg2d13 ACX)Tl) rw&ees'Anw8lRep)rt ￿ FffwK¥"al Stal&nerrts (Clop 2. Structure, Governance and Mana Legal Structure The charity is a Charitable Incorporated Organisation (CIO). cL)nstituted under the Charities Act 2011 and registered with the Chanty Commission for England and Wales. It is govemed by rts ￿n$trtU￿'on. whith was adopted on 29-11-2024 and has not been amended. ement Rooted Is a Charitable Infxrporated Organisation c£Jnstituted under the Association model, govemed by its consts'tuts'on adopted in accordanc8 V+ith the Charitses Act 2011. The members of the CIO are the trustees. Decisions of the members are taken by simple majonty vote at a general meeting or by written resolution. An Annual General Meeting must be held at intervals of not MO￿ than 16 months, at which the tlil8tee8' annual report and accounts are presented and trustee8 are eleded. As a CIO, the organisation is not registered at Companies Hcmjse and is not subject to company law. The CIO has a singte regu18tor. the Chanty Commission for EngLgnd and Wales Charltable Objects The CIO'S objects, as set out in its ccn81itution. 8re'. The conseDRticffi, protection and ImF￿0VeMenI of the natural environment. in particular the wooded environment and landscape in the South West of England. for the public benefit. The advancement of lh6 education of the public in environmental and ecological matters, the use of wotsylands and all species living within them, and in the subject ol sustainable development. How the Charlty Is Govemed The board of trustees manages the aftsirs of Rooted in accordanc* wtth Clause 12 of the constitution. Any trustee may call a meets'ng of the Irustees. and decisions are taken by a simple majority of those present and eligible to vote. The quorum for trustee meetings is trwo trustees. or one third of the total number of trustees, whichever is greater. Trustees may a180 take decisions by written resolut'on agreed by a majority of all trust888 Wlthin 28 days of arculalion. Trustees may participate in meetings by electronic means. As the members of the CIO are the trustees. the AGM fu￿1$ l)oth the statutory membership meeting requirement 8nd the board's annual review of acojunts and govemance. An AGM must be held at intervals of not more than 16 months. with at least 14 clear days, notsce giv8n to all trustees. The trustees may delegate powers to sub-committees, provided that at least one trustee sits on each cornmittee and that all acts and proceedings are reported bad( to the full board. P•g8 3of13 OOTto Trustees'AtyJrnal Rewt ajd Ful￿als¢at￿neA￿S i(Jci Trustee Recrultmert Induction and Tralnlng Trustees are recruited on the basis of the skn.lls needed to further Rooted'8 charitable objects, with particular empha&s on expertise in woodland managemenc conservation, and charitable govemance. Candidates are identified and aptXO8ched diredy by the existing Ix>ard. Trustees are fonnally appoinied by election in accordan￿ with the constitution. No new trustees were appointed during the year. New trustees ￿CeIve 8 copy of the constitution and the latest trustees. annual report and accounts upon appointment, as required by Clause 14 of the constitution. The trustees are o)mmitted to ongoing training and development and will access ￿levant training opportunities, Induding in areas such as woodland conservation, safeguardifVJ, and charity governance, subject to the availabilty of funding. Pay and Remuneratlon of Key Managomont Pornonnel No trustee received any r8munerats.on or expenses durirYJ the year with the exception of one trustee who received payment for 8erwce8 rendered to Rooted. This payment was made in accordance wrth Clause 6 of Ihe ujnstitution, which pemits a trustee or ojnnected pen80n to enter into a ¢x)ntract for the supply of servi￿8 to the CIO where pemitted under sects'ons 185 to 188 of the Charities Act 2011, and was made within the framework of a specffic funded project A majority of trustee8 y￿re not in recA8iPt of remunerats'on at the time the arrangement %VdS appmNed. The Cl(Y8 director re(xlved payment for the ¢xordin8tion and delivery of proprts within the framework of speafic funded projec#s. Pay for the director is set by the trustees and 18 determined by and CA)ntain8d within the ￿dgetS agreed 88 part of the relevant proje( funding, ensuring that remuneration remains reasonable and proportionate to the work undertaken. R•lated Partlo8 and Connected Organl8atlon• The tN8tees 8re not aware of any related party transactions or connected organisations requiring disclosure. 3. Ob'ectlves and Actlvltles Alw* and ObJectlve8 for the Year During the year the trustees 8et objectives fo(￿8ed on three areas of a directly linked to Rooted's ¢J)arrtable objects of conserving and improb wooded enmronment in the SoLrth West and advanang public educati environmental and ecologicAI matters. The first objeclive was to bring people at risk of socaal exdusion and el y people into woodland environments, providing meaningful access to nature for ttM)* who may othetwise be exduded frrth it. This work advances the o)nseprfation obhct. by connecting new audiences with the wooded environment, and the education object, by increasing public under8tanding of and eNJagement wrth woodlands anll the species within them. the natur81 in Page4of13 Tmstee$'knal Rep)rt (CJOI The second objecti4E was to explore hthy technology ¢2n support the sustainabiltty of communrty groups and charitses operating in the en￿lronMenta& sector. This project examined practical tools and approaches to help environmental organisations become more resilient and effe￿￿￿£, directly advanorvJ public educats'on in suststnable development as set out in Rooted's objects. The third objective was to research the connection belween woodland volunteering and health and wellbeing. This work sought to build the evidence base ft)r the role of woodland environments in supporting individual and communty health, ￿ntributIng to public understanding of the value of the natural environment and strengthening the case for its conseprfation and t￿te￿lOn. Publlc BoMftt The trustee8 confimi that they have had due rngard to the Charity Commi&sion's guidance public benefit when planning and reviewing the CIO'S adivits'es. The Cl(Ys charitsble purposes are dellvered for public benefft a8 follows: Rooted's th8ritable purposes are the conseNats'on, protection and improvement of the natural environment. in p8rtscul8r the wooded environment arKI landscape in the South West of England, and the advancement of public education in environmental and ecological matters. the use of woodland8 and 811 species living withln them. and the subject of sustsinable develoFYnent. Dunng the year Rooted carried out its wrpo8e8 through three areas of project work. It delivered 8(#iMties bringing people at risk of soaal exclusion and elderly people into woadland settings, pro￿ldIng d1￿ct acc888 to the natural envtronment for groups who may otherwise be unable to benefrt from IL It undertook work 8xploring how technology can support the sustainabilty of community groups and cttarities in the environmental sector, advanang public understanding of sustainable development in pracb'ce. It also carried out research into the connech'on beiween woodland volunteering and health and wellbeing, building the ewdence base for the public benefit of engagement with the natural environment. The trustees rA)nfirm that they have had due regard to the Chanty Commission's guidance on public tenefit when planning and ￿￿ewing Rooted's 8Ctivities during the year, and are satisfied that all of the Cl(Ys activikn'es are camed out for the public benefit In furtherance of its charitablo purpo8e3. Maln Actlvltles During the year Rooted delivered five projects in furths¥ance of its tharitable objects. Actlvo In th• Woods, fvnded by Sport England, supported autistic children to acce88 woodlands and take part in physical adivity in a natural environment. The project was delivered in partnership with Beat 4 Autism and Wilder Me, specialist local groups based in the Rame Peninsula, and in collaborats'on with Pigshill and Clarrick Woods, Maker Woods (Rame Conserwation Trust). and Antony Woodland Garden. Eight sessions were delivered during the year, engaging 35 (*ildren direcuy in outdoor physitsl aiaiwty in a woodland seth'ng. Page5d13 ROOTED TFu#ees,Anrrt￿lR0y)rt (a0} App Feaslblllty Study. supported by Comwall Counc41, explored the de¥Elopment of a digital application to help small enwronmental groups charities evidence their work and build org8nisats.onal resilien￿. The Frojed resulted in the creab'on of a dickable prototype and enabled the wrthase of equipment to supwt the tharitys ongoing operations. The pnmary benefioaries were small environmental organisations in the region whose k)ng-term sustainability and effectsveness the proj'ect aimed to strengthen. Woodland Wlsdom, funded by the National Lottery, delivered a programme of workshops and practical sessions fo￿Sed on traditional woodland skn'lls and woodLqnd ecology for people aged 65 arKI over. The project is delivered in partnership with Pigshill and Clarrick Woods and Antony Woods, and in coifat)orats'on with Wld Edges and Wilder Me. During the year three worf(shops and three pradrcal sessions were delivered, reaching 35 parb'cipants. The full programme of ten workshops and fifteen practical 8essions has been fully allocated. demonstrating strong demand from the target group. Woodland Ways. funded by the Comwall Community Foundats'on, provided woodland- based sessions for people at risk of soaal exdusion. Participants had the opwrtuntty to leam about traditional woodland management tree idents'ficalion and ecology, while benefiting from soaal connection and shared experiences in nature. The project aimed to reduce isolation and improve wellbeing wnong those who fa0¥ barriers to partiapation in community lrfe. Woodland Wollbelng Research. supported by the NIHR Hearth Detenninants Res8arch Collaboration Comw811, delivered woodland-based volunteering sessions as part of a research project exploring the relationship between volunteering in woodlands and health and wellbeing. A Community Researcher was engaged to support the rese8rch elements of the project, and 45 parbcipants took part. The woodland parther for this project is Pigshill and Clarrid< Woods. The research aims to build the evidence base for the health benefits of engagement wrth the natural environment. V•ith findings intended to inform future practice a¢x)ss Ihe Sector. Volunteers Rooted relies significantly on the o)ntribution of volunt8•rs acr088 811 of its projects. During the year approximately 60 Nolunteers were involved in the tharity's work, undertaking a wide range of actFVrties induding leading sessions. coordinating project delivery, carying out prddiGg1 woodland tasks, supervising partFupants, delivering v￿rkshops, and supportirKJ the dissemination of research findings. Volunteers are central to Rootgd's ability to deliver its tharitable purposes and the trustees wi8h to record their sin￿re thanks to all those who gave their b'me during the year. The trust8es themselves Serve in a voluntary capacty and re￿1ve no remuneration for their work as trustees. Pa9e6d13 RQOTEO rnjstees'knal Rewt Sf8lwn&rts (CIOI 4. Achlevements and Performance Summary of Achiavemonts This has been an exoting and impacttul year for Rooted. with five projects delivering meaningful outcomes for people and woodlands in Comwall. Actlve In the Woods brought 35 auts'stic thildren into woodland seth'ngs IhroLKJh eight sessions delivered in PaTthership with Beat 4 Autism and Wilder Me. The impact extended well beyond the children themselves families and siblings benefited equally, with the woodland environment providing a welcoming and indusive space for the wI￿le family. Trustees and project partners observed marked improvements in Child￿n'S physical Confiden￿ over the course of tt)e sessions, reflecting the power of the natural environment to support the development of (*ildren who may face barriers to conventional physical adivity. The App Fea81blllty Study produ(Xd a dickable prototype of a digital tool d88igned to help small environmental charities and community group8 e%idence their work and become more suslainable. The prototype was very well received, with around 20 organisations providing feedback during the year. Thi8 level of engagement demonstrate8 a genuine and widespread need for prathcal digital support across the environment81 sedor. Rooted is now seeking funding to develop the application fully, with the ambition of making it available to enwronmental groups auoss the region. Woodland Wlsdom conneded 35 peopl& aged 65 and over with tradib'onal woodland skills and ecology through workshops and practical se&wons in partnership with Pigshill and Clarrid( Woods and Antony Woods. Th8 response from partiC4pants has been oveThihelmingly posits've - many got in tou{* directly with Rooted to express their gratitude and to share practical and useful they found the sessions. Parti￿pants particularly valued leaming together as a group. refiects'ng the soaal as well as educational benefits of shared experien￿ in 8 woodland setting. The full programme has been allocated, demonstrating strong demand and the value pkqced on this kind of int8rgenerational outdoor le8ming. Woodland Ways continued to promde woodlsnd-based sessions for people at risk of SOCi81 exclusion, offenng opportunities to leam traditional woodland management skills, tree identrfication and ewlogy alongsits time for soaal connecb'on in nature. The project has attracted interest from a number of specialist sthools, reflec*'ng growing recognits'on of the value of WOCMJland-based acts'vity for people wilh additional needs and those facing barriers to parts'apation in communty life. Rooted boks forward to developing these relats'onships in the coming year. P￿70f13 gOOTED Tru8tees'AnrnJ81 ReKQrt &atmrts (CIO) The Woodland Wellbelng Research projec( supported by the NIHR Health Detemiinants Research Collab￿S￿.0n Comwall, has produced rerna￿able earfy findings. Of the 30 partiapants taking part in woodland volunteering sessions at Pigshill 8nd Clarrick Woods, 72% reported benefits to their mental wellbeing. Perhaps most encouragingly, a number of parbcipants have gone on to tske up regular ￿￿lunteering independently a ￿we[fijI irKlution that engagement with woodland environments can create lasting p)&tive change in people's lives. The8e findings have the potential to make a significant (x)ntributi(m to the national evsdence bage for the health benefits of natur&based activty. Across all five projects, Rooted's Work this year has demonstrated the extraordinary potential of woodland environments to improve lives building confidence. redu¢ing isolation, supwrts'ng mental health, and (x)nneL#lng communities with the natural wcyld on their doorstep. Key Perfom￿nCe Indlcatorn AS Rooted Is in rts earty year3 of oper8tion. fomal numerical targets have not yet been established a(xoss all areas of adivity. Th8 table below therefore recrjrds perforniance against the key milestones and outputs set within each funded projed, alongside omerging outcome dats where available. The trustees intsnd to de¥tlop a more strudured perfom)ance framework in the r￿ming year. cliiAI Cknldren ￿sa8ed through Active in the Woods Older adults engaged through Woodland Wisdom Woodland IVdlbein8 Reséarch icipants Orsanisations providin8 £￿b￿k on app PTOtotype Volunleers engaged across all projects P&thcipants repornns mentsi wellb&ng benefits Sessions deliver￿ (AcEive in the Wcrt)ds) Sessions deliver•J (Wo()dI￿d Wisdom) 35 35 ar8et cc&ort fully 35, full progr8mn allocaled 45 30 Sector a)8a8ement achits* 20 orgamsatiths 7V 20 8 {cogoing) (￿gOing) P8ge8d13 RQOTED Twstees'kn&l R&K<¥tW￿ Fmn781 stel￿terts ICYOI Challenges and Lessons Leamed The ye8r pTrsented several challenges whith the trustees and staff refi8Cted on carefrjlly. Sec￿ring suff￿lent funding to sustain the tharivs work required signfficanuy more effort than anticipated. While Rooted suc£essfully delivered five funded projeds during the year, many more proposals and applications had to be developed and submitted to build a viable pipeline of future work. This Placed conslderable pressure C￿ a small team already fully ￿mmItted to project delivery. The trustees recognise that developlng a sustainable funding pipellne is one of the most important strategic prionb'es for the coming year and intend to dediote greater capacity to this area. Balanang workload with real organisab'onal cawaty was an ongoing challenge throughout the year. Managing five concurrent proje(Xs, each with its own partners, funders, repo￿ng requirements and participant groups, stretched the team's resources. D85Pite this, the quality of delivery remained high and results arn)ss all projects were exc8llent. The trustees acknovledge that careful wothload planning will be 88sents.al a8 Rooted continu88 to grow. Working with autistic thildren and young people through A(*'ve in the Woods brought its own challenges, as is inherent in this area of work. Rooted is committed to delivering high quality, s8n81tive and inclusive sessions and the trustees acknowledge that this requires ong(xng leaming, fle￿bi1rtY and close collaboration speaalist partners such as Beat 4 Autl8m and Wlder Me. whose experti88 was invaluable throughout the year. Weather presented a wactical challenge to the delivery of outdo)r ses810n8, affecting schedules atyoss several projects. The trustees and sLqff res￿nded by adapting plans vthere nec£ssary to ensure that participants were not ￿niT￿ntlY disadvantaged. This experience has highlighted the importance of building fle￿bilty into project planning and scheduling from the Outset, and the trustees will ensure this is reffected in the d8Slgn of future projects. The trustees we sati￿d that furlher funding will be 8ought to progress the app dovelopment lo the next slage and regarrj the strong engagement from approxlmately 20 organisations during feasibihty Study as a strong foundation on whth to build. P￿90113 OOTED Trust•8s'Onrnèl Sf8femerts (CJO., 5. Financial Review c￿erVIeW of Flnanclal Perfomwnc• During the year ended 30 November 2025, Rooted ￿￿1Ved total in(x)me of £73,320. comprising £69,1 CAJ in grants {of which £S,OIM) was unrestricted and £64.100 was restricted to specific projects) and £4,220 in donats'ons. This was the chaiitys first full year of operation and there was no comparatNe income in the wor year. Totsl expenditure lor the year amounted to £41,929. (x)vering nseDéing and improving the natural woodland enmronrnent and advancing public education in environmental and ecological matters. Rooted will conts'nue to deliv8r its three ongoing projects- IAI)odland Wsdom, Active in the Woods, and Woodland Way8- ensuring that the participants already engaged continue to benefrt fully from the programmes and that all sessions are cnmpleted to the high stsndard estsblished during the year. Building on the Strong interest g8nerat8d by Woodland Ways, the trustees will seek lurther funding to expand the prOVi￿On of wocrfjland-based sessions for people at risk of soaal exdusion, indudng through developing relats'onships with specialist schools that have expressed interest in the wogrdrnme. The trustees see significant potents'81 to reach new groups and are commrtted to making woodland environments acce88ible to tho88 who fac￿ tho greatest baNiers to participation. Securlng the next Stsge of fjjndlng to devalop the digitsl app Into a fully functioning tool remains a key priority. The trustees will actively explore funding opportunities and pursu8 partnerships with bcal organisations that could support the app's development and broaden its reach across the environmental sector. The feasibility study and prototype developed during the year provide a strong plthm fr(xn which to approach funders and partners. The trustees will pursue pathership3 with larger local arKI regional organisations with the aim of asxessing bigger and more complex projecis that would extend Rooted's impact and strengthen the charity's I￿g-ten￿ finanoal suStain￿ll1ty. Rooted will continue to develop ts involvement in research into the relationship be￿een woodland environments and human health arKI wellbeing. Convarsab'ons are ongoing vath a number of bodies and the trustees are committed to bullding on the remarkable early findings of the Woodland Wellbeing Research project to further the 8￿den￿ base for nature-based health intepKnts'ons. The trustees recognise that the comlng year will again require significant effort to secAJre sufficient funding to 8U8tain and grow the chanty's work. Competition for grant funding in the environmental and heallh sectors remains intense. and the tNstees wll prioritise the development of a rol)ust and diversffied fundirvJ pipeline. W8ather and the inhererrt thallenges of delivering outdoor programme8 wll conts'nue to require flexible and responsive projeci planning. The trustees are cx)nfident that the partsierships, expertise, and track recx)rd established during Rooterfs first year proiride a strong foundation for the year ahead. P•Je 12 ￿ 13 ROOT£D Tru5tees'AnN81 R8Wt Fffi•NJ*l &￿t￿n9￿¥ c￿0) 7. Statement of Trustees. Responsibilities The trustees of Rooted a￿ ￿sPonsIble for weparing the Tru8tee8' Annual Report and the financial statements in accordan￿ with applicable law and United Ktngdom accounting standards. Under chanty law the trustees are required to prepare financial *atements for each financial year which give 8 true and fair view of the state of affairs of the CIO and of its incoming resources and application of regnurces during the year. In preparing those financial statements the trustee8 are required to: Select suitable act￿n￿'ng policies and apply them tt)nsistently,' Observe the methods and prirKiples of the Charities SORP (FRS 102),. Make judgements and e*imates that are reasonable and prudent., State whather applicable accounting stsndards have been followed, subject to any material departures disclosed and explained in the financ4al statements., Prepare the finanaal sL8tsments ￿ the wing (x)n<%m basis unlas8 it is inapproFxiate to pre￿rne that the CIO will (x)ntinue in operation. sIC(L bRfYI£ Chair of Trustees Date.. L6 £i{glL O l &fjx L feL)STÈE 311312é . ape13(rf13 (HARITY COMAIIS510N FOR E146LANO AMD WAL¥5 1211196 Recei tsand 2W1112024 ments accounts CC16a For tl* pericrfl To 3011112025 Section A Receipts and payments Unre8trt¢t8d l￿dI Restr*cted Endowmènt Total fvt L•si A1 R•c Grant8 Donations 100 22Q ARJ Hllxl 73,320 •al••. Totsl rnc•lpts A3P• m•nts Consult8n coordln81ion 81 f888 Worskho ervl8lon m¢nt Cor8 ¢osts Venue hi RelTeshm&n18 & fijel Mark•lin 23.850 10,$00 10,50D 1.062 1,062 454 420 420 19 420 420 19 Sub ¢Ot•l A4 A•••t Invwtm•n¢ Urch Sub tot•1 Not of rvc•lpts/(paym•nts) AS Trnn•fvrn ￿t￿8•fi fund8 A6 Cash fund8 last year ènd CCXX R1 KwJnl6 ISS) 3tffj3r2028 Section B Statement of assets and liabilities at the end of the perio