Finance Score: 2

Governance Score: -4

Support Score: 8

Strong growth: +2
No PartB

No volunteer policy: -2
Only 3 Trustees: -2
Static board: -3
Gender balanced board: +3

Grant maker support: +8

Overall GiG Score: 6

ROKT FOUNDATION

Analysis by Giving is Great

Positives:

There has been strong growth in spending since inception
There have been no income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
There are only 3 trustees
The Board composition appears to be rather static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Established: 6 years

lidiashinwell@hotmail.com

07802373777

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income	Spending	Surplus/ Deficit	Volun- teers
31/03/23	£119,099	£92,911	£26,188	10
31/03/22	£114,582	£73,941	£40,641	10
31/03/21	£12,450	£8,030	£4,420	2
31/03/20	£34,620	£16,472	£18,148	1
31/03/19	£0	£0	£0	0

Show financials table -->

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Highest pay bracket: less than £60,000

Listed activities

Amateur Sport
General Charitable Purposes
Recreation

How it operates

Other charitable activities

Where it operates

Calderdale, Kirklees,

Who it helps

Children/Young People
People With Disabilities
The General Public/Mankind

Who works here?

Unknown number of employees
10 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Community Foundation for Calderdale	£132,499
Sport England	£34,171
National Lottery Community Fund	£29,525
DCMS	£19,650
Two Ridings Community Foundation	£5,000

Specific Donations

Amount	When Months	To be used for
Community Foundation for Calderdale - ROKT Foundation Healthy Holidays Programme
£19,530	01/12/2023	Grant to ROKT Foundation
Community Foundation for Calderdale - October Half Term Healthy Holidays SEN Provision - ROKT Foundation
£3,565	28/04/2023	Grant to ROKT Foundation
Community Foundation for Calderdale - ROKT Foundation Adults & Families Refugee Urban Adventure Support Programme
£4,700	25/04/2023	Grant to ROKT Foundation
Community Foundation for Calderdale - Health & Wellbeing ROKTS
£9,950	30/03/2023	Grant to ROKT Foundation
Community Foundation for Calderdale - ROKT Foundation 2023 Healthy Holidays Programme
£19,222	10/02/2023	Grant to ROKT Foundation
Community Foundation for Calderdale - Sensory Room
£2,500	07/12/2022	Grant to ROKT Foundation
Community Foundation for Calderdale - Health & Wellbeing with ROKT Foundation
£7,728	29/11/2022	Grant to ROKT Foundation
Community Foundation for Calderdale - Grant to ROKT Foundation
£3,920	06/10/2022	Grant to ROKT Foundation
Sport England - Jubilee Fund - Move through Menopause
£9,500	12/07/2022	This project will be aimed at women going through the 3 stages of menopause. It will engage several groups of ladies in a 10-session programme of activity over the course of 10 weeks and incorporate ....more This project will be aimed at women going through the 3 stages of menopause. It will engage several groups of ladies in a 10-session programme of activity over the course of 10 weeks and incorporate an 8- week long climbing and activity course. There will be several health and nutrition classes delivered as part of the programme.
National Lottery Community Fund - Climbing for All Families Project
£9,670	24/06/2022	The funding will be used to deliver climbing and urban adventure sessions for children with disabilities and their families. The project aims to provide inclusive opportunities for family activities ....more The funding will be used to deliver climbing and urban adventure sessions for children with disabilities and their families. The project aims to provide inclusive opportunities for family activities and build confidence and friendships.
Sport England - Storm 22
£11,895	24/03/2022	Funding under Sport England's Storm 22 funding programme for a Revenue project titled Storm 22. This project lists its main activity as Sport participation and capacity building.
DCMS - ALB-Sport England-Storm 22
£11,895	24/03/2022	Funding under Sport England's Storm 22 funding programme for a Revenue project titled Storm 22. This project lists its main activity as Sport participation and capacity building.
Community Foundation for Calderdale - Healthy Holidays 2022 with ROKT Foundation
£22,624	24/03/2022	Grant to ROKT Foundation
Community Foundation for Calderdale - Climb Alongside Mental Health - Calderdale
£8,513	07/12/2021	We will work with 30 men, 18 + to support their mental health through climbing and urban adventure. We have co-created a programme that challenges the body and the mind providing peer support ....more We will work with 30 men, 18 + to support their mental health through climbing and urban adventure. We have co-created a programme that challenges the body and the mind providing peer support opportunities. Participants will have the opportunity to achieve their level 1 NICAS or NIBAS award (National Indoor Climbing/Bouldering Award Scheme) the 8-10 week-long programme will be combined with yoga and mindfulness, providing a holistic mental health and wellbeing programme; followed by several social sessions. To identify the right clients we will be working with Andy's Man club Calderdale, Calderdale Insight Team and Calderdale & Kirklees Recovery College.
Community Foundation for Calderdale - Festive Holidays with ROKT Foundation
£7,851	18/11/2021	Grant to ROKT Foundation
Two Ridings Community Foundation - Grant to ROKT Foundation
£5,000	13/07/2021	Funding for staff & premises/utilities cost of running a 6 month programme which would use climbing and urban adventure activities to promote positive mental health amongst young people in ....more Funding for staff & premises/utilities cost of running a 6 month programme which would use climbing and urban adventure activities to promote positive mental health amongst young people in Calderdale/Huddersfield. The CIO operate within a climbing & activity centre and have history of working with public, private and third sector partner to benefit marginalised groups.
Community Foundation for Calderdale - Healthy Holidays with ROKT Foundation
£19,396	12/07/2021	Grant to ROKT Foundation
Community Foundation for Calderdale - Grant to ROKT Foundation
£3,000	16/06/2021	We provide accessible opportunities to support physical development and improved mental health for individuals and communities that would not normally be able to partake. Through challenging urban ....more We provide accessible opportunities to support physical development and improved mental health for individuals and communities that would not normally be able to partake. Through challenging urban adventure courses; we: • Engage communities in different and exciting ways to an active lifestyle to develop and stimulate good physical and mental wellbeing. • Provide opportunities for those harder to reach groups to engage – across all age groups- helping to raise aspirations and a desire to achieve. • Nurture talent and enterprise with creative teambuilding programmes. Now that we have a clear roadmap and can resume activity we will commence several programmes that support a number of outcomes. Developing life and employability skills – We are about to deliver a co-designed project to support young people aged 18-24 in ‘assisted housing’ identified as NEET. We will be supporting them achieve accredited level 1 NICAS (National Indoor Climbing Accreditation Scheme) climbing award over a period of 8 weeks, combining structured climbing sessions with wrap around job coaching and budget management skills, delivered alongside The Princes Trust and Department for Work & Pensions. Building Stronger Communities – with support from CFFC we have part delivered the ‘Try it you Might Like It! ’ project – aimed at families within deprived communities that allows children to take part in physical activities alongside their parents/carers. Partial data has identified, engaging in family centred activities has really helped the families to understand better, the importance or physical activity and nutrition. Working closely with local schools has enabled us to pilot this programme with the ‘Better Living Team’ at Calderdale, with a view to working in more and varied communities across the summer months, using active urban adventure as a catalyst to improving physical activity within the family unit and within communities. Mental Health – ROKT Foundation is working with Bee Quirky, a mental health not for profit organisation working in local schools within Calderdale. The co-created, 8 week programme supports children aged 8-10 that have experienced some form of trauma with emotional support, giving them core skills and guidance to help understand their emotions, create positive mindset and build future resilience. As part of a wider programme, 30 children will partake in a climbing and adventure programme helping them to learn about ‘positive fear’, mental and physical challenge and peer support. We are working alongside Calderdale Insight Team with 50 young adults 18-30 with early intervention psychosis, providing a structured programme of rope climbing and bouldering. Research shows climbing has significant benefits for mental health. We will closely monitoring this programme , identifying which participants have grown in confidence and those willing to engage in further training, development and volunteering opportunities. We are keen to support mental health across all ages and with this in mind, we are in the process of trying to secure further funding to work with Invictus Wellbeing to support young people aged 12-17 with early intervention mental health issues to support a summer programme.
National Lottery Community Fund - ROKT Foundation & Invictus Climbing for Mental Health
£9,860	09/04/2021	The funding will be used to provide a range of physical and mental activities to support young people suffering from poor mental health. This will help to them in building peer relationships ....more The funding will be used to provide a range of physical and mental activities to support young people suffering from poor mental health. This will help to them in building peer relationships improving their confidence and having increased skills. The project aims to support people during the current Covid-19 pandemic.
Sport England - Catalyst to Higher Aspirations
£7,776	11/01/2021 18	Funding under Sport England's Small Grants funding programme for a Revenue project titled Catalyst to Higher Aspirations. This project lists its main activity as Mountaineering
Sport England - Flood Relief
£5,000	03/03/2020 4	Funding under Sport England's Community Asset Fund funding programme for a Capital project titled Flood Relief. This project lists its main activity as Caving
DCMS - UK Youth Fund YAF
£5,170	28/02/2020	Climbing activity for young people at risk of becoming involved in crime
DCMS - UK Youth Fund YAF
£2,585	28/02/2020	Climbing activity for young people at risk of becoming involved in crime
National Lottery Community Fund - Active Women Together
£9,995	09/05/2019 12	A project for people to attend a climbing centre, improving physical and mental health.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

GARY BYRNES Appointed: 2017

JASON COSTELLO Appointed: 2019

LIDIA SHINWELL (Chair) Appointed: 2017, Other trusteeship: FOCUS4HOPE,

Legal constitution

Charity registered in England & Wales on 23/11/2017, number: 1175904

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Investment
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

Filing Record

5 returns made; all on time

Main office

17 WOODHOUSE LANE
BRIGHOUSE
HD6 3TH

Objectives

3.1 TO PROMOTE COMMUNITY PARTICIPATION IN HEALTHY RECREATION BY PROVIDING FACILITIES FOR INDOOR CLIMBING AND OTHER SPORTS CAPABLE OF IMPROVING PHYSICAL HEALTH AND FITNESS;3.2 TO PROVIDE OR ASSIST IN PROVIDING FACILITIES FOR SPORT, RECREATION OR OTHER LEISURE TIME OCCUPATION OF SUCH PERSONS WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABLEMENT, POVERTY OR SOCIAL AND ECONOMIC CIRCUMSTANCES OR FOR THE PUBLIC AT LARGE IN A COMMON EFFORT TO ADVANCE EDUCATION AND TO PROVIDE FACILITIES IN THE INTERESTS OF SOCIAL WELFARE WITH THE OBJECTIVE OF IMPROVING THEIR CONDITIONS OF LIFE.FOR THE PURPOSES OF CLAUSE 3.1 AND 3.2 “FACILITIES” IS DEFINED AS THE PROVISION OF LAND, BUILDINGS, AND EQUIPMENT AND ORGANISING SPORTING AND RECREATIONAL ACTIVITIES.

Data Sources