## 

## 

## 

|Summary|ofthe|ofthe||To promote<br>social inclusion<br>for the public benefit<br>by preventing<br>people|
|---|---|---|---|---|
|purposes|ofthe|||from becoming<br>socially<br>excluded,<br>relieving<br>the needs<br>of those<br>people|
|charity as set||out|in|who are socially excluded<br>and assisting<br>them to integrate<br>into society,<br>in|
|its governing||||particular<br>but not exclusively<br>people and members<br>oftheir families<br>in the|
|document||||UK who are at risk of or have been processed<br>through<br>the legal justice|
|||||system.<br>For the purpose<br>of this clause<br>'socially<br>excluded'<br>means<br>being|
|||||excluded<br>from society, or parts of society, as a result of one or more of|
|||||the following factors; unemployment;<br>financial<br>hardship,<br>youth or old age;|
|||||ill health (physical or mental); substance<br>misuse ordependency<br>including|
|||||alcohol and drugs; discrimination<br>on the grounds ofsex, race, disability,|
|||||ethnic<br>origin,<br>religion,<br>belief,<br>creed,<br>sexual<br>orientation<br>or gender<br>re-|
|||||assignment;<br>poor education<br>or skill<br>attainment;<br>relationship<br>or family|
|||||breakdown;<br>poor housing<br>(that<br>is housing<br>that does<br>not meet<br>basic|
|||||habitual<br>requirements);<br>crime (either as a victim or offender rehabilitating|
|||||into society).|
|Summary|ofthe|||CASSPLUS<br>continues<br>to deliver<br>services<br>to vulnerable<br>people<br>from|
|main activities||in||Magistrates'<br>Court settings<br>in Devon (Plymouth<br>and Newton<br>Abbot) and|
|relation to those||||Cornwall<br>(Truro<br>and<br>Bodrnin).<br>Plymouth<br>is the<br>only<br>full-time<br>site.|
|purposes|for the|||Collectively,<br>CASSPLUS services are operational<br>for twelve days each|
|public benefit,||in||week across Devon and Cornwall.|
|particular,|the|||Core CASSPLUS services<br>target<br>low level,<br>low risk offenders<br>(mainly|
|activities,|projects||or|defendants)<br>and their families.|
|services identified|||in|Frontline<br>teams of staff and volunteers<br>provide<br>guided<br>support<br>through|
|the accounts.||||the court process, especially<br>critical for first timer offenders<br>and families.|
|||||CASSPLUS teams offer direct and immediate<br>advice and support<br>on a|
|||||range ofinterconnected<br>and complex issues, as presented,<br>including<br>(but|
|||||not exclusive<br>to) homelessness,<br>substance<br>abuse,<br>health<br>and<br>mental|
|||||health, financial<br>hardship,<br>benefits, education<br>and employment,<br>domestic|
|||||abuse, the list goes on. It is difficult to predict the complexity<br>of problems|
|||||that a person<br>will come to us with,<br>but anything<br>can walk through<br>our|
|||||doors. Teams have<br>built significant<br>skills to understand<br>and respond<br>to|
|||||those interconnections,<br>especially<br>in relation to Criminal Justice.|
|||||We initiate and coordinate<br>referrals<br>to our network<br>of external<br>providers|
|||||across Devon and Cornwall We help people to navigate<br>systems that are|
|||||complex and stay in touch as they do so.|
|||||CASSPLUS offers easy, drop-in access to our services, reaching<br>people|
|||||when<br>they are most<br>in crisis and most<br>likely to engage. We also know|
|||||that people<br>re-engage<br>with<br>CASSPLUS when<br>they recognise<br>a new,|
|||||im<br>endin<br>crisis.<br>Previous<br>clients<br>su<br>orted<br>throu<br>h their<br>'at<br>court'|





||||experience<br>have<br>commonly<br>returned<br>to CASSPLUS when<br>they<br>have|
|---|---|---|---|
||||identified<br>new risks and/or circumstances<br>that might bring them back into|
||||the court system.|
||||An additional<br>core element ofour work in Comwall, since 2015,has been|
||||to co-ordinate<br>victims<br>of crime referred<br>through<br>Devon and Comwall's|
||||Police and Crime Commissioner<br>team. ARer eight years of being a key|
||||participant<br>in this service (under Comwall<br>consortium<br>membership),<br>the|
||||contract<br>was re-commissioned<br>to another<br>provider<br>who<br>now delivers|
||||direct support themselves.<br>We are proud to have expanded<br>our expertise|
||||through<br>this<br>programme,<br>proud<br>of the<br>partnerships<br>that<br>have<br>been|
||||strengthened<br>through<br>it and of CASSPLUS Comwall<br>colleagues<br>who|
||||have absorbed<br>this complex, and oRen emotional,<br>work into their day-to-|
||||day activities.|
||||Whilst core services target offenders<br>and their families,<br>our experience|
||||(especially<br>through<br>the<br>victim<br>work)<br>tells<br>us that<br>similar<br>issues<br>are|
||||experienced<br>by other<br>court users. We extend<br>our offer to all people|
||||attending<br>courts; higher tiered offenders<br>(working closely with Probation|
||||and local Prisons), witnesses,<br>victims, tribunal<br>and family cases and other|
||||ctvfi matters<br>(when resources permit).|
||||87.24% CASSPLUS turnover<br>is applied to staff salaries with costs being|
||||kept manageable<br>through<br>our creative<br>use of volunteers<br>as a critical|
||||resource.<br>Long standing<br>arrangements<br>with<br>Plymouth<br>University<br>has|
||||generated<br>a 0.32% of income<br>through<br>our<br>provision<br>of Social Care|
||||placements.|
||||CASSPLUS draws<br>in charitable<br>funds<br>to support<br>vulnerable<br>people|
||||through<br>our membership<br>of ACTS 435. Small<br>pots of flexible<br>funds|
||||(routinely<br>between f100-8150)allow us to make 'purchases'<br>to support|
||||individuals<br>who are<br>most<br>impacted<br>by poverty.<br>This income<br>directly|
||||reflects the purchases<br>made on their behalf, with most purchases<br>relating|
||||to white goods, household<br>furnishing<br>and clothing.|
|Statement|||CASSPLUS Board members<br>are vigilant<br>with Charity Commission|
|confirming||whether|protocols,<br>referring to the website and gov.uk websites on a regular|
|the trustees||have|basis. The Trustee Chair and Deputy Chair hold responsibility<br>to inform|
|had regard||to the|the Board as a whoh and to monitor compliance.|
|guidance|issued by||We are also members<br>ofACEVO, as well as broader memberships,<br>to|
|the Charity|||ensure compliance<br>from a third sector perspective.|
|Commission||on||
|ublic benefit||||
|dditional|information||(optional)|
|ou may choose to include further statements<br>where relevant about||||
|Policy on|grant||CASSPLUS is not a grant giving charity but does act as an intermediary|
|making|||to attract individual<br>small grants for the benefit ofvulnerable<br>individuals|
||||through<br>our membership<br>ofACTS 435.All income from this membership|
||||is applied<br>directly to purchases<br>made on behalf ofclients and normally|
||||relates to household<br>items or clothing.|
|Policy on|social|||
|investment||||
|including|program|||
|related investment||||



## 



|Contribution|Contribution|made|Operational<br>volunteers<br>bring local knowledge,<br>a passion for what they|Operational<br>volunteers<br>bring local knowledge,<br>a passion for what they|do,|
|---|---|---|---|---|---|
|by volunteers|||a bksnded<br>mix of 'lived' and 'learned'<br>experience, expand our reach to|||
||||cfients and community-based<br>services and|help to keep service delivery||
||||costs low. CASSPLUS applies a robust induction<br>and training<br>programme|||
||||to develop<br>all staff, volunteers<br>and trustees|so they ars well prepared|for|
||||their roles and with options for personal<br>development<br>throughout<br>their|||
||||time with us, but also as they move on to further training or smploymsnt.|||
||||A transient<br>group, they bring fresh ideas to service-delivery,<br>internal|||
||||structure<br>and strategic direction.|||
||||Most CASSPLUS volunteers<br>are active for|12-18months,<br>with courts||
||||providing<br>an invaluable,<br>professional<br>learning<br>experience to students|||
||||(criminology,<br>psychology,<br>social care) and|the more intensive<br>support||
||||that might be required<br>for those with 'lived|experience'<br>who may need||
||||more intensive<br>msntortng.<br>CASSPLUS is preparing<br>people for|||
||||employment<br>in public (inc CJ) and VCSE sectors.|||
||||Volsateers<br>in 2022/2023 and reason|for effittumber<br>ofvolunteers<br>in||
|||||2022/2023||
|||||te Completed<br>placement||
|||||ta Gained Employment||
|||||~More hours given in||
|||||current employment||
|||||et Left within 3 month trial||
|||||period||
|||||s Left to manage<br>own||
|||||business||
|||||te Released from role||
||||Strategic volunteers<br>help to steer the charity and support senior|||
||||managers,<br>but also work hard to connect with frontfine teams. We work|||
||||hard to create diverse roles across all volunteers<br>and have,<br>in this period,|||
||||created our first administration<br>volunteer.|||
|chievem|en|ts|and Performance|||
|Summary|ofthe||It is important<br>to recognise<br>the continuing|impact of covid-19 during|this|
|main achievements|||period. It has taken time for the courts (like|many partners) to recover.|We|
|ofthe charity,|||have seen a 14%increase<br>in client numbers<br>compared<br>with ths previous|||
|identifying|the||year, but most critically, an increase<br>in the compkgxity ofneed (akso widely|||
|diifsrence|the||reported across VCSE partners).|||
|charity's<br>work||has||||
|made to the|||Court users have experienced<br>longer<br>than|normal<br>delays<br>in their cases||
|circumstances||of|being heard,<br>not least due to the national<br>shortage of legal advisors.||Our|
|its beneficiaries|||most<br>recent<br>evaluation<br>was<br>conducted|under<br>covid-19<br>conditions|by|
|and any wider|||CREST Advisory.<br>Reported<br>in April<br>'22,|this study<br>examined<br>activities||
|benefits to|society||delivered<br>to defendants<br>only.|||
|as a whole.||||||
||||Ths average CASSPLUS client in 2019/20|was reported as;||
||||~<br>under 50|||
||||~<br>unemployed;<br>receiving 2or more benefits|||
||||~<br>in rented accommodation|||
||||~<br>with complex mental<br>health|||
||||~<br>with<br>al su<br>needs.|||



## 



|66%were defendants,<br>most were unrepresented<br>and 'first|66%were defendants,<br>most were unrepresented<br>and 'first|timer|offenders'.|offenders'.|offenders'.|
|---|---|---|---|---|---|
|This report mirrors trends that we see year-on-year.||||||
|This evaluation<br>reported CASSPLUS critical success factors as;||||||
|~|Targeted services —dynamic<br>prlorltisation<br>to meet|demand||||
|~|Affordability<br>—minimal<br>capital<br>expenditure<br>alongside|||use|of|
||volunteers|||||
|~|Proportionality<br>—client led, balanced<br>with level ofneed,||motivation,|||
||engagement<br>and service availability|||||
|Core|elements<br>of our<br>existing<br>working<br>model,<br>and<br>which||should||be|
|promoted<br>in any expansion<br>models, were identified as;||||||
|~|Expert staff and volunteers<br>—for local networking|of services|||and|
||essential reach to cfient base|||||
|~|Generalist —response<br>to multiple<br>needs and a central||repository|||
||for local information|||||
|~|Responsive —rapid advice with essential<br>drop-in|||||
|~|Independent<br>and<br>non-statutory<br>—voluntary<br>engagement||||and|
||separate<br>from the courts and/or service providers|||||
|~|Localised<br>—physical<br>presence<br>in<br>courts<br>with|detailed||local||
||knowledge|||||
|~|Non-targeted<br>—court locality but with no thresholds|to access.||||
|The Crest evaluation<br>found<br>that 'CASSPLUS<br>is effective<br>in|||supporting|||
|those that are involved (orat risk ofinvolvement)<br>to better||navigate||the|CJ|
|system|and<br>address<br>their<br>needs,<br>which<br>may<br>reduce|the|risk|of|re-|
|offending'.||||||
|~|Help clients to better navigate<br>courts|||||
|~|Provide greater emotional<br>support<br>in court settings|||||
|~|Reduce criminogenic<br>and other needs|||||
|~|Increase the number<br>and uptake ofreferrals|||||
|~|Su<br>rt more sustained<br>en a ement with other services.|||||








|||||general and the visual cues from being<br>in the same space as a vulnerable|general and the visual cues from being<br>in the same space as a vulnerable|
|---|---|---|---|---|---|
|||||client are paramount<br>to positive engagement<br>and trusting<br>relationships.||
|||||That said, CASSPLUS teams are better connected<br>with each other through||
|||||our expanded<br>use of remote<br>platform<br>and<br>our<br>improved<br>layering|of|
|||||volunteer/staff/Board<br>meetings. We apply a blended<br>approach<br>to meeting||
|||||in person<br>and remotely<br>to achieve optimal<br>efficiencies for teems that|are|
|||||widely dispersed across two counties.||
|||||Our continuous<br>development<br>of a bespoke<br>database<br>is enabling<br>us to||
|||||develop<br>more<br>accurate<br>ways<br>of<br>evaluating<br>and<br>monitoring|our|
|||||performance<br>against our core aims. We are becoming<br>more self-sufficient||
|||||and proficient<br>in its use but tend to rely on one skilhd member ofthe team||
|||||for data capture/management/reporting.<br>This Is an area of work that|we|
|||||must progress,<br>both forour own internal<br>purposes<br>but also to evidence|the|
|||||social value ofcourt-based<br>advice and support.||
|Additional||information||(optional)||
|You ma|choose to include further statements<br>where relevant about:|||||
|Achievements||||Seeabove||
|against|objectives|||||
|set||||||
|Performance|||of|Pure fundraising,<br>as a CASSPLUS activity, is still to be developed<br>and||
|fundralsing||||we remain<br>reliant on grants for99.68%ofour income —some that are||
|activities|against|||now relational<br>and some which have been newly generated<br>in this period.||
|objectives||set||We are grateful for their collective support<br>in growing<br>the charity.||
|||||Our introduction<br>ofa part time Communication<br>Officer is helping<br>us to||
|||||improve our reach internally<br>(especially<br>important<br>to team cohesion) and<br>also externally<br>to communities<br>and networks<br>that are critical to services||
|||||and partnerships.||
|||||We are making good progress<br>on brand platforms<br>and creating||
|||||consistency across our massaging;<br>expanding<br>our social media||
|||||connections;<br>and improving<br>our website,<br>including a donation<br>button||
|||||which we now need to drive trafhc towards.||
|||||We continue to generate a0.32%ofincome through<br>University<br>placements||
|||||for Social Care students.||
|investment||||||
|performance||||||
|a ainst|ob'ectives|||||
|Other||||CASSPLUS teams,<br>operational<br>and<br>strategic,<br>attend<br>a wide<br>range|of|
|||||networks<br>not only relating to CJ, but also to housing,<br>benefits, females|(as|
|||||a<br>protected<br>characteristic),<br>local<br>partnerships<br>(Alliance/Changing||
|||||Futures/Comwall<br>consortium)<br>to name afew. Our holistic response to need||
|||||requires<br>us to 'understand'<br>processes so that we can properly<br>relate|this|
|||||to (and achieve the best outcomes for) vulnerable<br>beneficiaries. We do|not|
|||||need to be 'experts'<br>on pathways<br>but are seen as the experts<br>in how|we|
|||||knit these complex systems<br>together<br>with CJ need/priorities<br>and,<br>most||
|||||es ecial<br>with courts.||





## 

|Review ofthe||CASSPLUS remains<br>reliant|CASSPLUS remains<br>reliant|on a|range ofgrants|range ofgrants|range ofgrants|for|for|for|income, some|income, some|income, some|income, some|income, some|
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|charity's<br>financlal||through<br>funders|that have become relational,|||with|||others|||through|||new|
|position at the|end|grant income streams.||||||||||||||
|ofthe<br>eriod||||||||||||||||
|Statement||Reserves Policy in place and with|||regular reviews||||through|||Financial||||
|explaining<br>the||sub-group<br>and|at quarterly|Board|meetings.|||||||||||
|policy for holding||||||||||||||||
|reselves stating||||||||||||||||
|wh<br>the<br>are held||||||||||||||||
|Amount of||See Accountant|report|||||||||||||
|reserves<br>held||||||||||||||||
|Reasons for||n/a||||||||||||||
|holding zero||||||||||||||||
|reserves||||||||||||||||
|Details offund||n/a||||||||||||||
|material<br>in deficit||||||||||||||||
|Explanation<br>of any||Grants come through a diverse range ofproviders.||||||||However,|||our over-|||
|uncertainties<br>about||reliance on grants for Income are|||a growing<br>concern||||||as the charity|||||
|the charity||grows. Developing<br>CASSPLUS as a procured||||/commissioned|||||||service,|||
|continuing<br>as|a|however,<br>presents a different set|||ofissues and||concerns,|||||when||so||
|going concern||many contracts|are routinely|being reduced through|||||||Local Authorities,|||||
|||Health, Social Care, Criminal Justice, etc.We||||remain|||||vigilant||to|||
|||o<br>ortunities.||||||||||||||
|Additional<br>Information||(optional)||||||||||||||
|You ma<br>choose to include further statements<br>where relevant about:||||||||||||||||
|The charity's||See Accountant|report|||||||||||||
|principal sources of||||||||||||||||
|funds (Including||||||||||||||||
|an<br>fundraisin||||||||||||||||
|Investment<br>policy||n/a||||||||||||||
|and objectives||||||||||||||||
|including<br>any||||||||||||||||
|social investment||||||||||||||||
|oli<br>ado ted||||||||||||||||
|A description|ofthe|Organisatlonal|Risk Register reviewed<br>quarterly|||||by||Risk Register|||||review|
|principal<br>risks||sub-group<br>who|report to quarterly||Board meetings.|||||This is a live||||||
|facing the charity||document<br>which shifts according|||to organisational|||||risk. Previously|||||a|
|||quarterly<br>board|item this has shifted to bi-annual,||||||but with|||options|||to|
|||address<br>risk in|real time if and when<br>r<br>uired.|||||||||||||
|Other||CASSPLUS has developed||its approach to Financial|||||||management||||and|
|||reporting<br>in this|period, with|a layered,<br>internal|||approach|||||to||||
|||responsibilities|and development||offurther policies|||||spectfically||||relating||
|||to finance; petty cash, invoicing/expenses/payroll|||||||processes,|||||||
|||urchasin<br>ACTS 435 and||a full|review offinancial|||||re ulatlons.||||||





## 

## 

## 

## 




## 

||Unrestricted|Restricted 2023|Restricted 2023|2022|
|---|---|---|---|---|
|||f'.|6|F|
|Incoming resources:|||||
|Voluntary<br>income|1,699|-|1,699|1,836|
|Revenue grants|31,556|212,478|244,034|244,645|
|Other activities|1,329|-|1,329|29|
|Total Incoming resources|34,584|212,478|247,062|246,510|
|Resources expended:|||||
|Charitable<br>activities|26,209|230,438|256,647|219,727|
|Governance<br>costs||1,302|1,302|1,263|
|Total resources expended|26,209|231,740|257,949|220,990|
|Net incoming<br>resources forthe year|8,375|(19,262)|(10,887)|25,520|
|Other recognised<br>gains|||||
|Net movement<br>In funds|8,375|(19,262)|(10,887)|25,520|
|Adjustment<br>to funds|(34,238)|34,238|||
|Total funds brought<br>forward|111,386|52,187|163,573|138,053|
|Total funds carried forward|85,523|67,163|152,686|163,573|












## 

## 

## 

## 

## 

## 

## 

## 

## 

## 





## 

|REVENUE GRAN|T|S:|||||
|---|---|---|---|---|---|---|
||||Unrestricted|Restricted|2023|2022|
|||||||L|
|Acts435||||4,870|4,870|1,950|
|Awards 4 All||||10,000|10,000|9,561|
|CJI|||8,500||8,500||
|Community<br>Land|Grant|||23,708|23,708||
|Comwall<br>Community||Foundation||5,000|5,000|2,322|
|Devon Community||Foundation||5,000|5,000|7,500|
|Devon Community|Foundation||(NA)|7,992|7,992|9,742|
|Hadley Trust||||98,658|98,658|95,193|
|Lloyds||||||8,500|
|Lloyds Foundation||||27,250|27,250|25,000|
|OPCC||||||32,600|
|SSCVS Contract|||||23,056|21,393|
|Tudor Trust||||30,000|30,000|30,884|
||||31,556|212,478|244,034|244,645|



## 

|||Unrestricted|Restricted|2023<br>f|2022<br>L|
|---|---|---|---|---|---|
|Other|income||||2|
|Bank|interest|1,329||1,329|27|
|||1,329||1,329|29|





## 

|CO TSOF CHARITABLE A|CTIVITIES:|CTIVITIES:||||
|---|---|---|---|---|---|
||Unrestricted||Restricted|2023|2022|
|||E|F|||
|Wages|22,271||182,653|204,924|178,210|
|Hardship<br>grant|||5,806|5,806||
|Pensions costs||750|9,958|10,708|8,424|
|Travel and subsistence||634|10,580|11,214|7,899|
|Welfare and events||1,450|4,555|6,005|5,052|
|Insurance||22|1,327|1,349||
|Marketing<br>and advertising|||40|40||
|Telephone||577|6,505|7,082|5,506|
|Computer<br>and office expenses||430|4,808|5,238|7,567|
|Printing,<br>postage and stationery|||433|433|623|
|Training costs|||2,227|2,227|3,043|
|Sundry expenses|||37|37|101|
|Professional<br>and membership|fees|50|1,116|1,166|2,744|
|Bank charges||2|70|72|96|
|Depreciation||23|323|346|462|
||26,209||230,438|256,647|219,727|



## 

|||2023|2022|
|---|---|---|---|
|||E|6|
|Accountancy||1,262|1,228|
|Professional|fees|40|35|
|||1,302|1,263|





## 

## 


## 

## 

## 



## 

## 

|11.|TANGIBL||F<br>DASSETS'|||
|---|---|---|---|---|---|
|||||Office||
||~os|||~Eui i~mn<br>f|TOTAL<br>f|
||At 1st April||2022|6,566|6,566|
||Additions|||||
||Dlsposals|||||
||At 31stMarch 2023|||6,566|6,566|
||~kN<br>kk|||||
||At 1st April||2022|5,181|5,181|
||Charge for||the year|346|346|
||Disposals|||||
||At 31st March 2023|||5,527|5,527|
||~Nk<br>k|||||
||At 31st March 2023|||1,039|1,039|
||At 1st April||2022|1,385|1,385|
|12.|~C~DTO~R:|||||
||Amounts|falling due within one year.||||
|||||2023|LSD|
||Accruals|||900|900|



## 

||||Unrestricted|Restricted|Total|
|---|---|---|---|---|---|
||||Funds|Funds|Funds|
|||||f.||
|Fund balances at||31stMarch||||
|2023 represented||by:||||
|Tangible|fixed assets||69|970|1,039|
|Current|assets||85,454|67,093|152,547|
|Current|liabilities|||(900)|(900)|
||||85,523|67,163|152,686|





## 

## 

|Unrestricted<br>funds||||||
|---|---|---|---|---|---|
|||||Transfer||
||At|Incoming|Outgoing|To General|At|
||01.0422|Resources|Resources|Funds|31.03.23|
||F||||8|
|General funds|108,975|34,584|(26,209)|(34,238)|83,112|
|Restricted funds||||||
|||||Transfer||
||At|Incoming|Outgoing|From General|At|
||01.0422|Resources|Resources|Funds|31.03.23|
||F|E|6|||
|Restricted funds|54,598|212,478|(231,740)|34,238|69,574|



## 

## 

|Unrestricted<br>funds||||||
|---|---|---|---|---|---|
|||||Transfers||
||Brought|Incoming|Outgoing|Between|Carried|
||Forward<br>E|Resources<br>f|Resources<br>f|Funds<br>f|Forward<br>f|
|CJI|2,833|8,500|(5,975)||5,358|
|Donations|823|1,699|(1,710)||812|
|Reserves|105,319|1,329|(23)|(32,571)|74,054|
|SSCVS Contract||23,056|(18,501)|(1,667)|2,888|
||108,975|34,584|(26,209)|(34,238)|83,112|





## 

## 

|Restrfcted|funds||||||
|---|---|---|---|---|---|---|
||||||Transfers||
|||Brought|Incoming|Outgoing|Between|Carried|
|||Forward<br>E|Resources<br>E|Resources|Funds<br>6|Forward<br>f|
|Acts435||(48)|4,870|(3,871)|48|999|
|Awards 4|All|2,411|10,000|(10,736)||1,675|
|Community|Land Grant||23,708|(20,294)||3,414|
|Comwall<br>Community|||||||
|Foundation||3,780|5,000|(9,610)|830||
|Devon Community|||||||
|Foundation||4,516|5,000|(5,267)||4,249|
|Devon Community|||||||
|Foundation|(NA)|6,776|7,992|(9,484)||5,284|
|Hadley Trust|||98,290|(100,253)|1,963||
|Uoyds Foundation||24,176|27,250|(25,079)||26,347|
|OPCC||||(2,663)|2,663||
|Plymouth|VCSE|6,374||(1,970)||4,404|
|Tudor Trust||4,077|30,368|(37,332)|24,817|21,930|
|Volunteer|Sector MH|2,536||(1,264)||1,272|
|General funds||||(3,917)|3,917||
|||54,598|212,478|(231,740)|34,238|69,574|





## 

|Description of<br>cha<br>' 's trusts:|n/a|
|---|---|
|Type ofgoverning|Constitution|
|document||
|How is the charity|CIO|
|constituted<br>/||
|Trustee selection|Stated in Constitution|
|methods<br>including||
|details ofany||
|constitutional||
|provisions e.g.||
|election to post or||
|name ofany person||
|or body entitled to||
|appoint one or more||
|trustees||



|appoint <br>trustees|appoint <br>trustees|one or more|one or more|
|---|---|---|---|
|Additional||information<br>(optional)||
|You ma|choose to include further statements<br>where rehvant<br>about:|||
|Policies|and||Online<br>forums,<br>social media,<br>networks<br>and<br>word of mouth<br>have<br>been|
|procedures|||helpful<br>in recruiting<br>Trustees<br>this year.<br>We apply a standard<br>interview|
|adopted||for the|process to new Trustees<br>and an attitude<br>that recruitment<br>will bring fresh|
|induction||and|thinking<br>and energies to our Board. Recruitment<br>covers policy, enhanced|
|training|of||DBS checks,<br>code of conduct,<br>conRlct<br>of interest<br>and<br>declarations.|
|trustees|||Constitution<br>and annual<br>reports are all shared<br>alongside<br>operational<br>and|
||||evaluation<br>reports,<br>meetings<br>with the CEO, allocation<br>ofa board mentor,|
||||internal<br>training<br>programme<br>modules<br>and site visits are all part of early|
||||induction<br>process.|
||||We hold a Board Away (business<br>planning)<br>Day every year and this year' s|
||||event concentrated<br>on Governance<br>and Quality<br>Standards.<br>A workshop|
||||generated<br>a new role for Trustees,<br>picked<br>up by our latest recruit,<br>and|
||||which<br>has created a roving<br>Trustee<br>liaison<br>role. This Trustee<br>moving|
||||across sites in creating a link between<br>Board and operational<br>teams and|
||||brealdng<br>down<br>any<br>potential<br>'them<br>and<br>us' culture.<br>It is proving<br>highly|
||||successful and beneRcial.|
||||We are trying to become more diverse,<br>especially<br>in re-recruiting<br>to our|
||||currently<br>vacant<br>'lived experience'<br>seat but are finding<br>this challenging|
||||without<br>applying a 'tick box' approach to diversity.|
||||Meetings are held quarterly.|
||||Code<br>of Conduct<br>Policy<br>(Trustees)<br>and<br>Conflict<br>of<br>interest<br>Policy|
||||(Trustees) alongside<br>full portfolio of Policies.|
||||Trustee Induction Process, inc enhanced<br>DBS.|
||||Training<br>offered on an ad hoc basis.|
||||Full reference to Cha<br>Commission<br>website.|






## 

|Chari|name|||CASSPLUS||
|---|---|---|---|---|---|
|Other name the cha '|||uses|CASS CASS+||
|R<br>istered chari||number||1160513||
|Charity's|principal|address||9 Dunstone|View,|
|||||Plymstock||
|||||Plymouth||
|||||PL9 BTW||





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## 

|Funds held as|cust|odia|n t|
|---|---|---|---|
|Description ofthe|assets|||
|held<br>in this ca|i|||
|Name and ob/acts|ofthe|||
|charity on whose|behalf|the||
|assets are held and how||this||
|falls within the custodian||||
|cha<br>' 'sob'ects||||
|Details ofarrangements||for|n/a|
|safe custody and||||
|segregation<br>ofsuch assets||||
|from the charity's|own|||
|assets||||



## 

|T|ofadviser|Name|Address||
|---|---|---|---|---|
|Associate Board member||Peter Edwards|9Dunstone|View Plymouth|
|non|votln||PL9en@||



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