ROOTS AND SHOOTS

Charity Number: 1064070
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Roots and Shoots provides vocational training for young people with learning, social and emotional problems, to provide them with the skills to find and keep employment. We also provide environmental education for schools and the local community and work towards enhancing and supporting biodiversity in the local area.

Income and expenditure

Data for financial year ending 31 August 2024

Total income:
£1,327,098

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Donations and legacies £1.07m
Charitable activities £3.40k
Other trading activities £245.74k
Investments £9.84k
Other £0

Total expenditure:
£1,320,564

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Raising funds £0
Charitable activities £1.29m
Other £32.76k

£0 investments gains (losses)

Total income includes £1,005,947 from 7 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £32.76k
Charitable expenditure £1.29m
Retained for future use £6.53k

People

26 Employee(s)

8 Trustee(s)

9 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • Education/training
  • Environment/conservation/heritage
Who the charity helps:
  • Children/young People
  • People With Disabilities
How the charity helps:
  • Provides Human Resources
  • Provides Services
Where the charity operates:
  • City Of Westminster
  • Lambeth
  • Southwark
  • Wandsworth

Governance

Registration history:
  • 21 August 1997: Standard registration
  • 14 February 2023: Funds received from 1043052 ASSOCIATION FOR MANAGEMENT EDUCATION AND DEVELOPME...
Organisation type:
Charitable company
Other names:

No other names

Company number:
03400781 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Ofsted (Office For Standards In Education)
Policies:
  • Bullying and harassment policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

8 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Primrose Campbell Trustee 22 February 2024
None on record
Jacqueline Thomson Trustee 28 November 2019
None on record
Martha Laird McDonald Trustee 28 November 2019
None on record
Darren Coughlan Trustee 28 November 2018
None on record
Valerie Ann Stapleton Trustee 16 July 2014
None on record
Michael Mitchell Trustee
TRINITY IN CAMBERWELL
Received: On time
PEMBROKE COLLEGE SETTLEMENT
Received: On time
A PARTNER IN EDUCATION
Received: On time
GLENDA KING Trustee
None on record
Rev GRAHAM GEORGE COCKING Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/08/2020 31/08/2021 31/08/2022 31/08/2023 31/08/2024
Total gross income £1.03m £982.88k £1.25m £1.36m £1.33m
Total expenditure £1.04m £961.01k £1.13m £1.24m £1.32m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants £807.55k £773.09k £991.11k £1.02m £1.01m
Income - Donations and legacies £827.05k £870.03k £1.01m £1.07m £1.07m
Income - Other trading activities £196.11k £112.18k £241.85k £0 £245.74k
Income - Charitable activities £5.34k £676 £2.22k £287.76k £3.40k
Income - Endowments £0 £0 £1.01m £0 £0
Income - Investment £90 £0 £134 £2.83k £9.84k
Income - Other £462 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £1.01m £928.25k £1.09m £1.21m £1.29m
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £0 £0 £0 £0 £0
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £32.76k £32.76k £32.76k £32.76k £32.76k

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/08/2020 31/08/2021 31/08/2022 31/08/2023 31/08/2024
Own use assets £898.54k £862.10k £855.29k £812.07k £834.84k
Long-term investments £0 £0 £0 £0 £0
Other assets £342.00k £373.85k £495.22k £666.71k £633.72k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £59.45k £32.99k £20.71k £33.01k £16.25k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 August 2024 07 April 2025 On Time
Accounts and TAR 31 August 2024 07 April 2025 On Time Download Open in new window
Annual return 31 August 2023 01 March 2024 On Time
Accounts and TAR 31 August 2023 01 March 2024 On Time Download Open in new window
Annual return 31 August 2022 13 March 2023 On Time
Accounts and TAR 31 August 2022 13 March 2023 On Time Download Open in new window
Annual return 31 August 2021 20 May 2022 On Time
Accounts and TAR 31 August 2021 20 May 2022 On Time Download Open in new window
Annual return 31 August 2020 02 June 2021 On Time
Accounts and TAR 31 August 2020 02 June 2021 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 9TH JULY 1997 AS AMENDED BT RESOLUTION DATED 12 NOV 2007.

Charitable objects

TO ADVANCE EDUCATION FOR THE PUBLIC BENEFIT BY THE PROVISION OF TRAINING AND EDUCATION TO YOUNG PEOPLE WITH LEARNING DIFFICULTIES AND/OR EMOTIONAL AND BEHAVIOURAL PROBLEMS AND TO PROMOTE FOR THE BENEFIT OF THE PUBLIC AND TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE CONSERVATION PROTECTION AND IMPROVEMENT OF THE PHYSICAL AND NATURAL ENVIRONMENT.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NATIONAL

Contact information

Address:
Roots & Shoots
The Vauxhall Centre
Walnut Tree Walk
London
SE11 6DN
Phone:
020 7587 1131
Email:
office@rootsandshoots.org.uk
Website:

www.rootsandshoots.org.uk Open in new window