This text was generated using OCR and may contain errors. Check the original PDF to see the document submitted to the regulator. This document is also available as Markdown.

Roots & Resilience SCIO

Scottish Charity No. SC051229

Annual Report and Financial Statements For the year ended 31 March 2024

Trustees’ Annual Report

For the year ended 31 March 2024

The trustees have pleasure in presenting their report together with the financial statements for the year ended 31 March 2023.

Reference and Administrative Information

Charity name Roots & Resilience SCIO

Charity no SC051229

Address

53 Queens Crescent, Kinghorn, Fife, KY3 9RG

Current Trustees

==> picture [139 x 84] intentionally omitted <==

Structure, Governance and Management

Constitution

The Charity is a Scottish Charitable Incorporated Organisation (a SCIO). It was registered in its current legal form on 31 August 2022. It has a single tier structure and as such the trustees are the members of the charity.

Appointment of trustees

The management committee, which normally meets on first Tuesday of each month, are the charity’s trustees.

Trustees are elected at the annual general meeting. There must be a minimum of five and a maximum of ten trustees.

Objectives and Activities

Charitable purposes

To connect people with nature in empowering ways for the benefit of themselves, their community and the environment. This is done through exploration, play, conservation, training and therapeutic activities working predominantly with young people, their families and those who experience the most disadvantage.

The advancement of education: to provide therapeutic learning and play experiences in the outdoors where children, young people and their families can learn about nature and develop communication skills in an informal setting. Specifically, providing an alternative learning environment for those who experience disadvantage within traditional educational systems. To educate people about the benefits of time in nature for their mental and physical wellbeing and to provide appropriate training to individuals to assist others in doing so.

The advancement of wellbeing. To connect people with active ways of learning in, and conserving, their natural environment in order to improve their mental and physical wellbeing.

The advancement of wellbeing. To provide emotional literacy activities and therapeutic activities in nature to help participants develop coping strategies to improve their mental wellbeing. To create opportunities for parents and carers to develop stronger relationships with their children through outdoor play and therapeutic activity.

The advancement of citizenship through the promotion of civic responsibility. To provide therapeutic activities focusing on developing empathy and meaningful social connection in nature. This will provide those at most risk of social isolation with the tools to contribute meaningfully to their community including through conservation work.

The advancement of environmental protection. To inspire participants to take greater care of their natural environment by connecting them to nature through games, activities, learning and therapeutic experiences in the natural world.

The advancement of environmental improvement. To provide opportunities for participants to improve their local environment through conservation activities such as tree planting, litter picking and the creation of wildlife gardens.

Activities

We provide therapeutic experiences in nature to local primary schools. There is no set programme for our work as it responds to the needs and interests of those we will work with - guided by the principles of trust, choice, safety, collaboration and empowerment. Our input has been based on the different challenges facing the young people we work with, such as developing social cohesion and communication, building resilience and coping strategies to improve mental health & wellbeing, and work focussed on supporting care experienced young people. Younger groups are able to explore through play, taking teddies on adventures in the woods, building small dens for toys, making simple bird feeders and exploring the world of minibeasts. Other groups can use woodland potion making to explore the things they are finding difficult in their lives; they play games, explore seashore species and learn tracking skills, all while discovering metaphors in nature that helped them to explore the challenges they face. Older groups learn bushcraft skills, practice lighting fire with natural materials and setting up hammocks to relax under the trees in.

Achievement and Performance

2023-24 was a largely dormant year for Roots & Resilience. took a step back from leading the charity for health reasons and was on maternity leave, leaving no regular staff to plan, deliver or supervise sessions. This unfortunately stymied the charity’s ability to provide services to our partners and families, children and young people that we have supported to date.

Some services were provided through the People’s Health Trust-funded work in April-June 2023 and some planning of potential work was undertaken in late 2023 and 2024, but unfortunately none of these plans came to fruition. We notified providers of restricted funding that we would not be able to deliver our planned services and have already repaid one grant to the National Lottery Fund, with other repayments planned for 2024-25.

Plans for future period

After a long period of reflection and discussion, the trustees have agreed that, due continuing ill health and lack of capacity in our core staff, Roots & Resilience cannot continue as a going concern. We have resolved to dissolve the charity as quickly as possible and will refund bodies that have granted restricted funding, with all remaining funds to be dispersed and redistributed to partner and like-minded charities that share similar goals and serve the same audiences.

This will likely take some months and , our co-Chief Executive Officer, is leading the process, supported by , Treasurer.

Enter SC No. below

APPENDIX 2

OFFICIALEnter charity name below

SC051229

Roots and Resilience

				Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts	Receipts andpayments accounts
							Period start date									Period end date	Period end date
		For the period from		01 Day				April Month				2023 Year	to	Day 31		Month March					Year 2024
Section A Statement of receipts and payments
		Unrestricted funds		Restricted funds					Expendable endowment funds					Permanent endowment funds				Total funds current period				Total funds last period
		to nearest £		to nearest £	to nearest £				to nearest £					to nearest £				to nearest £		to nearest £		to nearest £
A1 Receipts
Donations																		-	-	-	-	1,396
Legacies																		-	-	-	-
Grants				( 8	8	8	8	8,320)										( 8	8	8	8,320)	34,420
Receipts from fundraisingactivities																		-	-	-	-
Gross tradingreceipts																		-	-	-	-
Income from investments other than
land and buildings																		-	-	-	-
Rents from land & buildings																		-	-	-	-
Gross receipts from other charitable
activities		298	298															298	298	298	298	20,267
																		-	-	-	-
*A1 Sub total*	*A1 Sub total*	298	298	( 8,320)	( 8,320)	( 8,320)	( 8,320)	( 8,320)	-	-	-	-		-	-	-		( 8,022)	( 8,022)	( 8,022)	( 8,022)	56,083
A2 Receipts from asset &
investment sales
Proceeds from sale of fixed assets Proceeds from sale of investments A2 Sub total - - - Total receipts 298 ( 8,320) - ~~—~~														- -	- -	- -		- - - ( 8,022)	- - - ( 8,022)	- - - ( 8,022)	- - - ( 8,022)	- 56,083
A3 Payments
Expenses for fundraising activities																		-	-	-	-
Gross trading payments																		-	-	-	-
Investment management costs																		-	-	-	-
Payments relating directly to charitable	Payments relating directly to charitable
activities		883	883	6	6	6	6	6,720										7	7	7	7,603	31,585
Grants and donations
																		-	-	-	-
Governance costs:
																		-	-	-	-
Audit / independent examination																		-	-	-	-
Preparation of annual accounts																		-	-	-	-
Legal costs																		-	-	-	-
Other	Other	Other
																		-	-	-	-
																		-	-	-	-
**A3 Sub total **		883	883	6,720	6,720	6,720	6,720	6,720	-	-	-	-		-	-	-		7,603	7,603	7,603	7,603	31,585
A4 Payments relating to asset and
investment movements
Purchases of fixed assets Purchase of investments A4 Sub total - - - Total payments 883 6,720 - ~~————~~														- -	- -	- -		- - - 7,603	- - - 7,603	- - - 7,603	- - - 7,603	- 31,585
*Net receipts / (payments)* A5 Transfers to / (from) funds *Surplus / (deficit) for year*	585) ( 15,040) ( - - 15,625) ( 24,498 - 585) ( 15,040) ( - - 15,625) ( 24,498 ~~——————~~

OFFICIAL

APPENDIX 2

SC051229

Roots and Resilience

Section B Statement of balances

Details	Unrestricted funds to nearest £ 6,280 585) (	Restricted funds to nearest £ 24,498 15,040) (	Expendable endowment funds to nearest £	Permanent endowment funds to nearest £	Total current period to nearest £	Total last period to nearest £
Cash and bank balances at start of year					30,778	6,280
Surplus / (deficit) shown on receipts and payments account					15,625) (	24,498
					-
					-
Cash and bank balances at end of year (Agree balances with receipts and payments account(s)) Details	5,695	9,458	-	-	15,153	30,778
	-	-	- Fund to which	- asset belongs	-	-
					Market valuation to nearest £	Last year to nearest £





Details		Fund to which	asset belongs	Total Cost (if available) to nearest £	-	-
					Current value (if available) to nearest £	Last year to nearest £









Details			Total Fund to which l	-	-	-
				iability relates	Amount due to nearest £	Last year to nearest £





Details			Fund to which l	Total iability relates	-	-
					Amount due (estimate) to nearest £	Last year to nearest £



Signature			Print Name	Total	-	-
						Date of approval
						9th April 2024
						9th April 2024

RootsandResilience 23-24 accounts receiptsandpayments / Statement of balances

December 2007

APPENDIX 2

OFFICIAL

SC051229

Roots and Resilience

Section C Notes to the Accounts

C1 Nature and purpose of funds (may be stated on analysis of funds worksheets)

Type of activity or project supported	Number of grants made £	Number of grants made £





	Total	-

If no remuneration was paid during the period to any charity trustee or person connected to a trustee cross this box (otherwise complete section 3b)		x
Authority under which paid		£

If no expenses were paid to any charity trustee during the period then cross this box (otherwise complete section 4b)

C4a Trustee expenses C4b Trustee expenses - details

	Nature of transaction	Number of trustees £	Number of trustees £





Nature of relationship		Transaction amount (£) Balance outstanding at period end (£)

C5 Transactions with trustees and connected persons

C6 Other information

RootsandResilience 23-24 accounts receiptsandpayments / Notes

December 2007

OFFICIAL

APPENDIX 2

SC051229

Roots and Resilience

Additional analysis (1)

Analysis of receipts and payments

1 Donations

1 Donations
	Unrestricted funds to nearest £	Restricted funds to nearest £	Expendable endowment funds to nearest £	Permanent endowment funds to nearest £	Total current period to nearest £	Total last period to nearest £
Co-operative					-	150
RBS					-	450
Personal donations					-	796
					-
Total	-	-	-	-	-	1,396
	-	-	-	-	-	-

2 Grants

2 Grants
	Unrestricted funds to nearest £	Restricted funds to nearest £			Total current period to nearest £	Total last period to nearest £
Awards For All		( 8,320)			( 8,320)	8,320
Tiny Changes					-	5,787
People's Health Trust					-	19,313
Baillie Gifford Award - Foundation Scotland					-	1,000
Total 3 Gross receipts from other charitable activities	-	( 8,320)			( 8,320)	34,420
	- Unrestricted funds to nearest £	- Restricted funds to nearest £	Expendable endowment funds to nearest £	Permanent endowment funds to nearest £	- Total current period to nearest £	- Total last period to nearest £
Fife Council for services at Coaltown of Balgonie					-	2,555
Fife Council for services at Dysart PrimarySchool					-	4,245
Fife Council for services at KirkcaldyNorth					-	3,775
Fife Council for services at Pathhead PrimarySchool					-	1,861
Fife Council for services at Sinclairtown PrimarySchool					-	2,550
Fife Council for services at Viewforth Cluster					-	3,750
NHS for Grief Awareness and Rememberingdays					-	1,531
Fees	298				298
Total	298	-	-	-	298	20,267
	-	-	-	-	-	-

4 Payments relating directly to charitable activities

	Unrestricted funds to nearest £	Restricted funds to nearest £	Expendable endowment funds to nearest £	Permanent endowment funds to nearest £	Total current period to nearest £	Total last period to nearest £
Equipment & maintenance	130				130	223
Insurance	678				678	741
Professional fees & membership					-	108
Refreshments	75	49			124	449
Room hire		195			195	544
Salaries		6,476			6,476	29,520
Utilities					-
					-
					-
					-
					-
Total	883	6,720	-	-	7,603	31,585
	-	-	-	-	-	-

RootsandResilience 23-24 accounts receiptsandpaymentsAdditional notes (1)

December 2007

APPENDIX 2

OFFICIAL

SC051229

Additional analysis (2)

5 Breakdown of unrestricted funds

5 Breakdown of unrestricted funds
Receipts	Fife Schools and NHS				Total unrestricted funds	Total unrestricted funds last period
Donations					-	1,396
Legacies					-
Grants					-	1,000
Receipts from fundraisingactivities					-
Gross tradingreceipts	298				298	20,267
buildings					-
Rents from land & buildings					-
Gross receipts from other charitable activities					-
*Sub total* Receipts from asset & investment sales	298	-	-	-	298	22,663
					-
Proceeds from sale of fixed assets					-
Proceeds from sale of investments					-
*Sub total* *Total receipts* Payments	-	-	-	-	-	-
	298	-	-	-	298	22,663
					-
Expenses for fundraisingactivities					-
Gross trading payments					-
Investment management costs					-
Payments relatingdirectlyto charitable activities	883				883	23,636
Grants and donations					-
Governance costs:					-
Audit / independent examination					-
Preparation of annual accounts					-
Legal costs					-
					-
					-
*Sub total* Payments relating to asset and investment movements	883	-	-	-	883	23,636
					-
Purchases of fixed assets					-
Purchase of investments					-
*Sub total* *Total payments* *Net receipts / (payments)* Transfers to / (from) funds *Surplus / (deficit) for year*	-	-	-	-	-	-
					-
	883	-	-	-	883	23,636
					-
	585) (	-	-	-	585) (	973) (

					-

	585) (	-	-	-	585) (	973) (
					-
Nature and purpose of funds
Fife	Schools and NHS payments breakdow		n in Additional Note	s (1)

RootsandResilience 23-24 accounts receiptsandpaymentsAdditional notes (2)

December 2007

OFFICIAL

APPENDIX 2

SC051229

Roots and Resilience

Additional analysis (3)

Receipts 6 Breakdown of restricted funds	People's Health Trust	Awards for All			Total restricted funds	Total restricted funds last period
Donations					-
Legacies					-
Grants		- 8,320			- 8,320	33,420
Receipts from fundraisingactivities					-
Gross tradingreceipts					-
Income from investments other than land and buildings					-
Rents from land & buildings					-
Gross receipts from other charitable activities					-
*Sub total* Receipts from asset & investment sales	-	8,320 -	-	-	8,320 -	33,420
					-
Proceeds from sale of fixed assets					-
Proceeds from sale of investments					-
*Sub total* *Total receipts* Payments	-	-	-	-	-	-
	-	8,320 -	-	-	8,320 -	33,420
					-
Expenses for fundraising activities					-
Gross trading payments					-
Investment management costs					-
Payments relating directly to charitable activities	6,720				6,720	7,949
Grants and donations					-
Governance costs:					-
Audit / independent examination					-
Preparation of annual accounts					-
Legal costs					-
					-
					-
*Sub total* Payments relating to asset and investment movements	6,720	-	-	-	6,720	7,949
					-
Purchases of fixed assets					-
Purchase of investments					-
*Sub total* *Total payments* *Net receipts / (payments)* Transfers to / (from) funds *Surplus / (deficit) for year*	-	-	-	-	-	-
					-
	6,720	-	-	-	6,720	7,949
					-
	6,720) (	8,320) (	-	-	15,040) (	25,471

					-

	6,720) (	8,320) (	-	-	15,040) (	25,471
					-
Nature and purpose of funds
Repayment of £8,320 to Aw		ards for All was due	to cancellation of project.

RootsandResilience 23-24 accounts receiptsandpaymentsAdditional notes (3)

December 2007

OFFICIAL

Independent Examiner’s Report to the Trustees of Roots & Resilience SCIO

I report on the accounts of the charity for the year ended 31 March 2024 which are set out in the separate document.

Respective responsibilities of trustees and examiner

The charity’s trustees are responsible for the preparation of the accounts in accordance with the terms of the Charities and Trustee Investment (Scotland) Act 2005 and the Charities Accounts (Scotland) Regulations 2006 (as amended). The charity trustees consider that the audit requirement of Regulation 10(1) (d) of the 2006 Accounts Regulations does not apply. It is my responsibility to examine the accounts as required under section 44(1) (c) of the Act and to state whether particular matters have come to my attention.

Basis of independent examiner’s statement

My examination is carried out in accordance with Regulation 11 of the 2006 Accounts Regulations. 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 seeks 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 the course of my examination, no matter has come to my attention which gives me reasonable cause to believe that in any material respect the requirements: to keep accounting records in accordance with Section 44(1) (a) of the 2005 Act and Regulation 4 of the 2006 Accounts Regulations

to prepare accounts which accord with the accounting records and comply with Regulation 9 of the 2006 Accounts Regulations

have not been met, or

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

==> picture [394 x 80] intentionally omitted <==

OpenCharities

2024-12-31-accounts

Roots & Resilience SCIO

Annual Report and Financial Statements For the year ended 31 March 2024

Trustees’ Annual Report

For the year ended 31 March 2024

Reference and Administrative Information

Current Trustees

Structure, Governance and Management

Constitution

Appointment of trustees

Objectives and Activities

Charitable purposes

Activities

Achievement and Performance

Plans for future period

Roots and Resilience

Roots and Resilience

Section B Statement of balances

Section C Notes to the Accounts

C4a Trustee expenses C4b Trustee expenses - details

C5 Transactions with trustees and connected persons

C6 Other information

Roots and Resilience

Additional analysis (1)

Analysis of receipts and payments

1 Donations

2 Grants

4 Payments relating directly to charitable activities

Additional analysis (2)

Additional analysis (3)

Independent Examiner’s Report to the Trustees of Roots & Resilience SCIO

Respective responsibilities of trustees and examiner

Basis of independent examiner’s statement

Independent examiner’s statement