2024-03-31-accounts - Cassplus

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

CASSPLUS Trustees’ Annual Report for the period

From 1[ST] April 2023 to 31[st] March 2024

Charity registration number: 1160513

Objectives and Activities


Summary of the purposes of the charity as set out in its governing document	To promote social inclusion for the public benefit by preventing people from becoming socially excluded, relieving the needs of those people who are socially excluded and assisting them to integrate into society, in particular but not exclusively people and members of their families in the UK who are at risk of or have been processed through the legal justice system. For the purpose of this clause ‘socially excluded’ means being excluded from society, or parts of society, as a result of one or more of the following factors; unemployment; financial hardship, youth or old age; ill health (physical or mental); substance misuse or dependency including alcohol and drugs; discrimination on the grounds of sex, race, disability, ethnic origin, religion, belief, creed, sexual orientation or gender re-assignment; poor education or skill attainment; relationship or family breakdown; poor housing (that is housing that does not meet basic habitual requirements); crime (either as a victim or offender rehabilitating into society).
Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts.	CASSPLUS continues to deliver services to vulnerable court users from Court settings in Devon and Cornwall. Plymouth is the largest Magistrates’ Court in the South West and our only full-time operational service. Newton Abbot, Truro and Bodmin services are collectively operational 10 days per week. In August ’23 we were invited, by HMCTS, to launch CASSPLUS services (through a new opportunity to reach Family Court users) at Exeter Law Court, our first service based within a Combined Court. Collectively, CASSPLUS services are now operational 19 days each week from 5 of the 6 court locations in Devon and Cornwall responsible for Magistrates’ business, providing more consistency to communities across area. Core CASSPLUS services target low level, low risk offenders (mainly defendants) and their families but in recent years we have expanded our reach to victims of crime and are now supporting unrepresented litigants in person attending family court hearings. We know that we are delivering a working model that is able to respond to all court users and that can be applied more broadly across criminal justice landscapes.

Summary of the
purposes of the
charity as set out in
its governing
document

To promote social inclusion for the public benefit by preventing
people from becoming socially excluded, relieving the needs of those
people who are socially excluded and assisting them to integrate into
society, in particular but not exclusively people and members of their
families in the UK who are at risk of or have been processed through
the legal justice system. For the purpose of this clause ‘socially
excluded’ means being excluded from society, or parts of society, as
a result of one or more of the following factors; unemployment;
financial hardship, youth or old age; ill health (physical or mental);
substance misuse or dependency including alcohol and drugs;
discrimination on the grounds of sex, race, disability, ethnic origin,
religion, belief, creed, sexual orientation or gender re-assignment;
poor education or skill attainment; relationship or family breakdown;
poor housing (that is housing that does not meet basic habitual
requirements); crime (either as a victim or offender rehabilitating into
society).

Summary of the
main activities in
relation to those
purposes for the
public benefit, in
particular, the
activities, projects or
services identified in
the accounts.

CASSPLUS continues to deliver services to vulnerable court users
from Court settings in Devon and Cornwall. Plymouth is the largest
Magistrates’ Court in the South West and our only full-time
operational service. Newton Abbot, Truro and Bodmin services are
collectively operational 10 days per week. In August ’23 we were
invited, by HMCTS, to launch CASSPLUS services (through a new
opportunity to reach Family Court users) at Exeter Law Court, our
first service based within a Combined Court. Collectively,
CASSPLUS services are now operational 19 days each week from
5 of the 6 court locations in Devon and Cornwall responsible for
Magistrates’ business, providing more consistency to communities
across area.
Core CASSPLUS services target low level, low risk offenders (mainly
defendants) and their families but in recent years we have expanded
our reach to victims of crime and are now supporting unrepresented
litigants in person attending family court hearings. We know that we
are delivering a working model that is able to respond to all court
users and that can be applied more broadly across criminal justice
landscapes.

Mrs Pat Walker JP, Trustee Treasurer:

Frontline teams of staff and volunteers provide guided support
through court process, especially critical for those experiencing the
Justice System for the first time.
CASSPLUS teams offer direct and immediate advice and support on
a range of interconnected, complex, and recognised criminogenic
factors, as presented; including (but not exclusive to) homelessness,
substance abuse, health and mental health, financial hardship,
benefits, education and employment, and domestic abuse. It is
difficult to predict the complexity of problems that each person will
present with. Whilst there are common trends across all services,
each day has the potential to bring something new. Teams have built
significant
skills
to
understand
and
respond
to
those
interconnections, especially in relation to Criminal Justice, but more
recently also for Family and civil matters.
We provide short and longer term support to help clients locate
services and to navigate systems; and also to sustain their
engagement with external support services.
CASSPLUS offers easy, drop-in access to our services, reaching
people when they are most in crisis and most likely to engage. We
also know that people re-engage with CASSPLUS when they
recognise a new, impending crisis. Previous clients supported
through their ‘at court’ experience have commonly returned to
CASSPLUS when they have identified new risks and/or
circumstances that might bring them back into the court system. This
option to re-engage, with no delays or barriers to access, is crucial
to reducing the risk of reoffending behaviours and has strong
potential towards cost savings within the justice system.
Whilst core services target offenders and their families, our
experience tells us that similar issues are experienced by other court
users. We have routinely extended our offer to everyone attending
courts, when resources (or dedicated grant income) have permitted.
Our relationships with court colleagues and in-depth understanding
of court systems puts us in a prime position to respond to
communities who are entering this arena, for whatever purpose. We
add value to statutory CJ systems by working closely with Probation
and also with local Prisons; take referrals from Witness Support
colleagues; support victims, tribunal and other civil matters (when
resources permit); and have, this year taken on a major grant (from
Ministry of Justice – managed by Access to justice Foundation) to
support Litigants in Person attending Family Courts. Our first MoJ
grant – this is providing a huge opportunity to promote the value of
community advice and third sector working within the Justice System
and validates the rationale that we applied when establishing the
charity so that we could respond to all communities of court users.
Family work has increased the workloads of operational and
management teams exponentially. The large volume of cases
referred to us has required careful management, but provides
absolute evidence of need. 75% criminal cases attending courts
receive low level disposals and do not meet the requirements of
statutory services; an estimated 90% of Family cases attend courts
unrepresented, with cases that can go on for months and/or years
before resolution.
Our financial turnover is increased beyond any previous year and is
directly related to this grant, with further spend that will be applied in

Mrs Pat Walker JP, Trustee Treasurer:

the next financial year and with a large proportion that will be applied
to evaluation costs. Financial turnover, workloads and expectations
for continuation of our offer when this time limited grant is due to end
(March ’25) is presenting risk that is pitched equally with opportunity.
This year has brought geographic and organisational expansion to
CASSPLUS that we are committed to sustaining going forward.
Around 80% CASSPLUS turnover is applied to staff salaries with
costs being kept manageable through our creative use of volunteers
as a critical resource. Volunteers stay with CASSPLUS for around
12-18 months and are almost exclusively on pathways in higher
education and/or employment. We are proud to be improving CV’s
and supporting local systems with quality applicants who are
entering CJ, Social Care, Public and Third Sector employment
markets across our communities.
We have, in this period, also taken a funded placement for a
Plymouth Changing Futures Peer Researcher (life experience).
Following a successful placement for 12 months, this arrangement
has been extended for a further 12 months, strengthening
partnerships outside of CASSPLUS, but also resources within it. It
meets our strategic target to shape attitudes by sharing our
understanding of CJ.
It should be noted that we operate on reduced capital costs due to
our being hosted by HMCTS. All offices are provided rent-free, with
no heating or lighting costs applied. CASSPLUS operational teams
work from 6 frontline offices based in public areas of courts, with an
additional 3 backroom offices available when required. Courtrooms
are additionally available at short notice for team/Board meetings,
interview space, etc – a conservative cost saving of around £54,000
per year. Additionally, we continue to enjoy access to meetings
space at Thrive (Burrington Estates, Plymouth) as part of their local
corporate responsibility.
Long standing arrangements with Plymouth University has
generated 0.25% of income through our provision of Social Care
placements. CASSPLUS supports 4 Social Care students each year
but we expect this to grow with Exeter expansion.
CASSPLUS draws in charitable funds to support vulnerable people
through our membership of ACTS435. Small pots of flexible funds
(routinely between £150-£200) allow us to make ‘purchases’ to
support individuals who are most impacted by poverty. This income
directly reflects the purchases made on their behalf, with most
purchases relating to white goods, household furnishing and
clothing. (1.36% turnover). Likewise, we are strengthening
partnerships in Cornwall through our membership of Safer Stronger
Communities (formerly Safer Stronger Consortium) to draw in
additional small grants for vulnerable communities (Flexible Fund –
16.6% retained for admin costs) and for women as a targeted group
(She’s Worth It). (Both projects collectively generated 1.49%
turnover).
We have coordinated spend for Plymouth’s Peer Researcher Digital
Inclusion project to support Prisoner transition from custody to
community – spend applied to IT equipment, mobile phones, store
vouchers for food and toiletries. £2,500 supported 8 prison leavers
from 3 local prisons.

Mrs Pat Walker JP, Trustee Treasurer:

	The CASSPLUS Board has sanctioned spend from reserves to support staff with cost of living and fuel poverty, an arrangement which has rolled forward from the previous year. Salary costs have been impacted in this period by our first experience of long-term sickness (6 months). CASSPLUS operates a fair and supportive approach to long term sickness but we have adjusted internal policies to risk manage internal protocols, including reserves, alongside fairness to staff (as advised through our membership of Federation of Small Businesses).
Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit	CASSPLUS Board members are vigilant with Charity Commission protocols, referring to the website and gov.uk websites on a regular basis. We are also members of ACEVO, as well as broader memberships, to ensure compliance from a third sector perspective.

The CASSPLUS Board has sanctioned spend from reserves to
support staff with cost of living and fuel poverty, an arrangement
which has rolled forward from the previous year.
Salary costs have been impacted in this period by our first
experience of long-term sickness (6 months). CASSPLUS operates
a fair and supportive approach to long term sickness but we have
adjusted internal policies to risk manage internal protocols, including
reserves, alongside fairness to staff (as advised through our
membership of Federation of Small Businesses).

Statement
confirming whether
the trustees have
had regard to the
guidance issued by
the Charity
Commission on
public benefit

CASSPLUS Board members are vigilant with Charity Commission
protocols, referring to the website and gov.uk websites on a regular
basis.
We are also members of ACEVO, as well as broader memberships,
to ensure compliance from a third sector perspective.

Additional information (optional) You may choose to include further statements where relevant about:


Contribution made by volunteers	Volunteers bring local knowledge, a passion for what they do, a blended mix of ‘life’ and ‘learned’ experience, expand our reach to clients and community-based services and help to keep service delivery costs low. (Volunteers routinely outnumber staff 4:1). A transient group, they bring fresh ideas to service-delivery, internal structure and strategic direction. Most CASSPLUS volunteers are active for 12-18 months, with courts providing an invaluable, professional learning experience to students (criminology, psychology, social care) and broader support that might be required for those with ‘life’ experience’ who may need more intensive mentoring. We have expanded specialisms for administration volunteers and our Comms Officer has provided opportunities for marketing and Comms through intern placements under our re-brand work this year, which we will be ready to launch later in ’24. We continue to provide Social Care placements for Plymouth and Cornwall through Plymouth University, drawing a small level of income through this arrangement. We have expanded our programme to support Police Cadets on short placements to learn about courts as part of their induction into policing. Piloted in Cornwall in the previous financial year, we are now supporting placements in Plymouth and will be expanding to other Devon sites in the next year. CASSPLUS is preparing people for employment in public (inc CJ) and VCSE sectors.

Contribution
made by
volunteers

Volunteers bring local knowledge, a passion for what they do, a blended
mix of ‘life’ and ‘learned’ experience, expand our reach to clients and
community-based services and help to keep service delivery costs low.
(Volunteers routinely outnumber staff 4:1).
A transient group, they bring fresh ideas to service-delivery, internal
structure and strategic direction.
Most CASSPLUS volunteers are active for 12-18 months, with courts
providing an invaluable, professional learning experience to students
(criminology, psychology, social care) and broader support that might be
required for those with ‘life’ experience’ who may need more intensive
mentoring. We have expanded specialisms for administration volunteers
and our Comms Officer has provided opportunities for marketing and
Comms through intern placements under our re-brand work this year,
which we will be ready to launch later in ’24.
We continue to provide Social Care placements for Plymouth and
Cornwall through Plymouth University, drawing a small level of income
through this arrangement.
We have expanded our programme to support Police Cadets on short
placements to learn about courts as part of their induction into policing.
Piloted in Cornwall in the previous financial year, we are now supporting
placements in Plymouth and will be expanding to other Devon sites in
the next year.
CASSPLUS is preparing people for employment in public (inc CJ) and
VCSE sectors.

Mrs Pat Walker JP, Trustee Treasurer:

Strategic volunteers at Board level (Trustees) help to steer the charity and support senior managers. We have dedicated leads for Safeguarding, H&S, HR, IT and have also created a new function to connect with frontline teams to prevent any ‘them and us’ culture – an arrangement which has been welcomed by all. We were saddened to lose a key Trustee in this period due to their sudden bereavement. Judy Hultgren was a valued member of our leadership team and had recently taken the Chair. Our speedy and resilient response this, which also required a constitutional change to Trustee ‘time served’ protocols, showed commitment and dedication from Board members who have other responsibilities outside their CASSPLUS roles. Regular sub-groups have been created where Trustees and staff work together to manage organisational finances and risk, but also, in this period, with succession managing for a planned shift of CEO leadership later in the year (July’24).

Mrs Pat Walker JP, Trustee Treasurer:

Achievements and Performance


Trustee Contribution 2023-24	Over this reporting period the trustees of the charity have also made a full contribution to the work of CASSPLUS working alongside and supporting the operational work of the staff and volunteers. Some of the main areas of contribution are listed below. • In March the Board held an extraordinary meeting in order to agree an amendment to the constitution. This amendment enabled trustees who had served their full term on the Board to serve an additional year if there were exceptional circumstances. In this case the untimely passing to the new Chair who had been in post for only a few weeks constituted an exceptional circumstance with which the Board had to make some rapid adjustments. The chair who had recently stood down agreed to remain in post for an additional year. • Every year the Board, in conjunction with the senior management team, organises an Away Day which allows a matter of current importance to the organisation to be discussed with staff, volunteers and trustees. An invitation to staff and volunteers is issued and to date we have been lucky to have had a good representation from these groups. This year the theme for discussion was assessment and evaluation of the processes and outcomes of CASSPLUS. The discussion produced a range of useful observations which the CEO has used to develop reporting templates for different funding agencies as well as management reports to the Board. This year we have also seen the implementation of the Governance Improvement Plan. This plan arose from the previous year’s away day and included a newsletter-style report for staff on the discussions and actions agreed at each Board meeting, and the creation of a trustee role who would act as a liaison between staff and the trustees. Both these initiatives have been well received by staff and volunteers. • The Board has been actively engaged in succession planning. Our current CEO had indicated her wish to stand down during 2024. Accordingly, the Board established a working group to review the CEO job description and create a job description for a new role: Bid Writer. In addition, the Board set in motion the processes for advertising, shortlisting and selecting a new CEO. • The Board still has difficulty in recruiting new trustees and particularly trustees who reflect the diversity of the clients who benefit from the work of CASSPLUS. We have an open invitation on our website and other social media for interested people to apply and we use our own social networks to encourage applications. There have been no new trustees recruited to the Board during the 2023-24 reporting period. This difficulty has led us to consider our selection procedures for new trustees and whether these are too onerous for what is essentially a volunteer role. However, we did successfully recruit a dedicated Secretary to the Board. The Secretary has improved and streamlined a number of Board policies and procedures since starting.

Trustee
Contribution
2023-24

Over this reporting period the trustees of the charity have also made a
full contribution to the work of CASSPLUS working alongside and
supporting the operational work of the staff and volunteers. Some of
the main areas of contribution are listed below.
•
In March the Board held an extraordinary meeting in order to
agree an amendment to the constitution. This amendment
enabled trustees who had served their full term on the Board to
serve an additional year if there were exceptional
circumstances. In this case the untimely passing to the new
Chair who had been in post for only a few weeks constituted an
exceptional circumstance with which the Board had to make
some rapid adjustments. The chair who had recently stood
down agreed to remain in post for an additional year.
•
Every year the Board, in conjunction with the senior
management team, organises an Away Day which allows a
matter of current importance to the organisation to be discussed
with staff, volunteers and trustees. An invitation to staff and
volunteers is issued and to date we have been lucky to have
had a good representation from these groups. This year the
theme for discussion was assessment and evaluation of the
processes and outcomes of CASSPLUS. The discussion
produced a range of useful observations which the CEO has
used to develop reporting templates for different funding
agencies as well as management reports to the Board.
This year we have also seen the implementation of the
Governance Improvement Plan. This plan arose from the
previous year’s away day and included a newsletter-style report
for staff on the discussions and actions agreed at each Board
meeting, and the creation of a trustee role who would act as a
liaison between staff and the trustees. Both these initiatives
have been well received by staff and volunteers.
•
The Board has been actively engaged in succession planning.
Our current CEO had indicated her wish to stand down during
2024. Accordingly, the Board established a working group to
review the CEO job description and create a job description for a
new role: Bid Writer. In addition, the Board set in motion the
processes for advertising, shortlisting and selecting a new CEO.
•
The Board still has difficulty in recruiting new trustees and
particularly trustees who reflect the diversity of the clients who
benefit from the work of CASSPLUS. We have an open
invitation on our website and other social media for interested
people to apply and we use our own social networks to
encourage applications. There have been no new trustees
recruited to the Board during the 2023-24 reporting period. This
difficulty has led us to consider our selection procedures for new
trustees and whether these are too onerous for what is
essentially a volunteer role. However, we did successfully
recruit a dedicated Secretary to the Board. The Secretary has
improved and streamlined a number of Board policies and
procedures since starting.

Mrs Pat Walker JP, Trustee Treasurer:

	• Alongside the senior management team, the Board has been working on a skills audit of both trustees and staff and volunteers. This audit will enable us to identify areas of strength and areas in which we are short of skills. The findings of the audit will also enable us to direct our trustee recruitment efforts. • Finally, Trustees have accompanied members of the senior management team to several external events, for example the High Sherrif of Devon’s Roundtable. Accompanying senior management to such events helps to promote the reputation of CASSPLUS and its visibility to other relevant organisations. Tim Auburn Chair 26th. September, 2024
Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole.	This has been the most significant year for CASSPLUS as a charity. Winning the contract to support LIPs (MoJ/ATJF Family Project) brought an unexpected and extremely short notice (2 weeks) invitation to take CASSPLUS into Exeter Combined Court; a court that we have been trying to break into for many years, but which had no available office space. Our reputation has preceded us at this court! Rather than taking in a new service and building it – court partners ‘know’ about CASSPLUS at other courts and also have an expectation for Family work (due to previously having Support Through Court service availability – withdrawn in Aug’23). We always knew that Exeter had the potential to be our busiest site, with all court business being listed under one roof, and this is proving to be the case. Staff at other courts are absorbing Family work alongside their existing offer to criminal business – Exeter will take time to reach our core clients whilst we manage a tsunami of unrepresented Family court clients. Geographic expansion into Exeter and expansion into a new area of work has been significant. There continues to be clear and consistent evidence of need for community advice in courts. Our previous End of Year Report (‘22-‘23) showed a 14% increase in client turnover – perhaps not surprising when court business was still being affected by Covid-19. This report shows a further increase of 34% and only includes data relating to Feb and March for Exeter. Court users are still experiencing delays with court listings and there are national challenges affecting the business of courts. The profile of CASSPLUS clients remains consistent with evaluation reports from previous years and are corroborated by our own internal capture of data. An average CASSPLUS client presents as; • under 50 • unemployed • in rented accommodation • with complex mental health • with legal support needs. 66% are defendants, mostly unrepresented and experiencing courts for the first time.

•
Alongside the senior management team, the Board has been
working on a skills audit of both trustees and staff and
volunteers. This audit will enable us to identify areas of strength
and areas in which we are short of skills. The findings of the
audit will also enable us to direct our trustee recruitment efforts.
•
Finally, Trustees have accompanied members of the senior
management team to several external events, for example the
High Sherrif of Devon’s Roundtable. Accompanying senior
management to such events helps to promote the reputation of
CASSPLUS and its visibility to other relevant organisations.
Tim Auburn
Chair
26th. September, 2024

Summary of
the main
achievements
of the charity,
identifying the
difference the
charity’s work
has made to
the
circumstances
of its
beneficiaries
and any wider
benefits to
society as a
whole.

This has been the most significant year for CASSPLUS as a charity.
Winning the contract to support LIPs (MoJ/ATJF Family Project) brought
an unexpected and extremely short notice (2 weeks) invitation to take
CASSPLUS into Exeter Combined Court; a court that we have been
trying to break into for many years, but which had no available office
space. Our reputation has preceded us at this court! Rather than taking
in a new service and building it – court partners ‘know’ about CASSPLUS
at other courts and also have an expectation for Family work (due to
previously having Support Through Court service availability – withdrawn
in Aug’23). We always knew that Exeter had the potential to be our
busiest site, with all court business being listed under one roof, and this
is proving to be the case. Staff at other courts are absorbing Family work
alongside their existing offer to criminal business – Exeter will take time
to reach our core clients whilst we manage a tsunami of unrepresented
Family court clients.
Geographic expansion into Exeter and expansion into a new area of work
has been significant. There continues to be clear and consistent evidence
of need for community advice in courts.
Our previous End of Year Report (‘22-‘23) showed a 14% increase in
client turnover – perhaps not surprising when court business was still
being affected by Covid-19. This report shows a further increase of 34%
and only includes data relating to Feb and March for Exeter. Court users
are still experiencing delays with court listings and there are national
challenges affecting the business of courts.
The profile of CASSPLUS clients remains consistent with evaluation
reports from previous years and are corroborated by our own internal
capture of data.
An average CASSPLUS client presents as;
•
under 50
•
unemployed
•
in rented accommodation
•
with complex mental health
•
with legal support needs.
66% are defendants, mostly unrepresented and experiencing courts for
the first time.

Mrs Pat Walker JP, Trustee Treasurer:

We know that we are ‘finding’ vulnerable communities and providing a holistic, targeted, affordable and proportional response to users of courts. We are localised, responsive, independent of the courts and one of the most prolific networkers of services. We are proven to be effective in supporting people to navigate the court (and wider CJ) systems and in addressing their needs, which may reduce the risk of re-offending. There is still no national focus on low level offenders, but the recent MoJ Project to examine the experiences of unrepresented Family court users will provide an opportunity to advocate for unrepresented parties. Whilst it could be argued that courts would continue to operate without CASSPLUS, the numbers of people we are reaching from small offices and through small teams is a clear indication of need. Courts provide a window of opportunity to communities where they least expect it – and at a point of crisis when they are most likely to engage.

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----- Start of picture text -----
Summary of work undertaken in Plymouth Magistrates'
Court
132
211 r Issues raised
221 || Data Capture Records
] Referrals outwards
|| Cassplus Direct Advice &
791
Support
Summary of work undertaken in Truro and Bodmin
Magistrates' Court
L_| Issues raised
596 775
L_| Data Capture Records
271 r Referrals outwards
|| Cassplus Direct Advice &
940 Support
----- End of picture text -----

Mrs Pat Walker JP, Trustee Treasurer:

==> picture [313 x 267] intentionally omitted <==

----- Start of picture text -----
Summary of work undertaken in
Newton Abbot Magistrates' Court
205
137 390 Issues raised
Data Capture Records
Referrals outwards
Cassplus Direct Advice &
2231
Support
Summary of work undertaken in
Exeter Law Courts
82
Issues raised
92
11
Data Capture Records
Referrals outwards
Cassplus Direct Advice &
283 Support
----- End of picture text -----

In this period Plymouth referred clients to 82 separate services, Cornwall to 88’ Newton Abbot to 137 and Exeter to 7 (Feb/Mar). Our networks need to be up-to-date and accurate to efficiently find the right services in the right locations for our clients. Their ability to move across geographic boundaries are often limited. A typical client will struggle with debt and/or financial hardship, is without independent transport, displays low literacy abilities, has low social skills, lacks positive relationships and has low confidence. They are the hardest to reach and are often mistrustful of services who they deem to have ‘let them down’.

In addition to clients who receive full assessments and/or referrals, teams deliver Brief Interventions. These are a reflection of our interactions in public areas – helping to signpost people to the right partners, providing simple information/signposting to those more capable of helping themselves, or accompanying someone into the courtroom for emotional support. This type of client does not routinely need full assessments or follow-on contact, but our support is often accompanied by a leaflet which can, and does, bring people back to us post-court when they are more relaxed and ready to engage.

Brief Interventions also support our HMCTS colleagues; ushers, reception teams and security are all busy with their own roles and have little time to improves people’s experience of courts.

Mrs Pat Walker JP, Trustee Treasurer:

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----- Start of picture text -----
Brief Interventions by Location,
April 2023 - March 2024
1200
1043
1000 Plymouth
800 Cornwall
643
600 Newton Abbot
393
400 308 308 Exeter
261
200 176 172 152 143
6781 83 75 83
0 0 0 25 25
0
----- End of picture text -----

Management teams have grown and developed in the last three years, with responsibilities that are now shared across a management infrastructure that is fit for purpose alongside growth. (Chief Executive, Operations Manager, Finance and Business manager and Communications Officer).

Management responsibilities are now more ‘shared’, creating organisational resilience and supporting our development in all areas. Frontline, operational teams continue to deliver face-to-face, drop-in support at courts, with no appointments required, or waiting lists to navigate; management teams travel across area and work more remotely, though they are all able to provide on-site cover if/when required, including the CEO.

The attitude of staff teams; managers and operational staff should be commended in this period. We should be proud of our ability to respond to an expansion opportunity at extremely short notice, with no additional resources and at a time when we were taking on a significant new area of court work. It shows a high level of commitment and resilience from teams who are passionate for their communities, to the organisation and to each other.

Additional information (optional)

You may choose to include further statements where relevant about:

Performance of fundraising activities against objectives set	Pure fundraising, as a CASSPLUS activity, is still to be developed and we remain reliant on grants for 99% of our income – some that are now relational and some which have been newly generated in this period. We are grateful for their collective support in growing the charity. Our highly specialist Communication Officer is helping us to improve our reach internally (especially important to team cohesion) and also externally to communities and networks that are critical to services and partnerships. We are ready to launch a new brand platform later this year, including a new look website and logo; have created consistency across our messaging; and expanded our social media connections. We continue to generate a 0.32% of income through University placements for Social Care students but will be working on a fundraising strategy to develop income streams in the next year.
Other	CASSPLUS teams, operational and strategic, attend a wide range of networks not only relating to CJ, but also to housing, benefits, females (as a protected characteristic), local partnerships (Alliance/Changing Futures/Cornwall consortium) to name a few. Our holistic response to need requires us to

Performance
of fundraising
activities
against
objectives set

Pure fundraising, as a CASSPLUS activity, is still to be developed and we
remain reliant on grants for 99% of our income – some that are now relational
and some which have been newly generated in this period. We are grateful for
their collective support in growing the charity.
Our highly specialist Communication Officer is helping us to improve our reach
internally (especially important to team cohesion) and also externally to
communities and networks that are critical to services and partnerships.
We are ready to launch a new brand platform later this year, including a new
look website and logo; have created consistency across our messaging; and
expanded our social media connections.
We continue to generate a 0.32% of income through University placements for
Social Care students but will be working on a fundraising strategy to develop
income streams in the next year.

Other

CASSPLUS teams, operational and strategic, attend a wide range of networks
not only relating to CJ, but also to housing, benefits, females (as a protected
characteristic),
local
partnerships
(Alliance/Changing
Futures/Cornwall
consortium) to name a few. Our holistic response to need requires us to

Mrs Pat Walker JP, Trustee Treasurer:

‘understand’ processes so that we can properly relate this to (and achieve the best outcomes for) vulnerable beneficiaries. We do not need to be ‘experts’ on pathways but are seen as the experts in how we knit these complex systems together with CJ need/priorities and, most especially, with courts; especially critical when court disposals have such meaningful impact on people’s lives and circumstances. We remain committed to achieving a Trusted Quality Standard and are also applying Trauma Informed practices, making adjustments to recruitment and to internal policies so that we are more inclusive.

Mrs Pat Walker JP, Trustee Treasurer:

Financial Review

	Review of the	Critical need to expand income streams to sustain services.
	charity’s financial	Targeted/internal function to address bid writing will strengthen
	position at the end	internal capacity for income generation – working alongside CEO
	of the period	and Comms Officer.
	Statement	Reserves Policy in place and with regular reviews through Financial
	explaining the	sub-group and at quarterly Board meetings. Latest amendment
	policy for holding	April’24.
	reserves stating
	why they are held
	Amount of	See Accountant report
	reserves held
	Reasons for
	holding zero	n/a
	reserves
	Explanation of any	CASSPLUS remains reliant on grants, which come through a
	uncertainties about	diverse range of providers, routinely ten per year. With growth, we
	the charity	now require a shift to a model that is underpinned by grants and
	continuing as a	locally commissioned through contracts. A broader presence in
	going concern	Devon should strengthen conversations across new and existing
		partners delivering county wide strategies. We are exploring these
		conversations more vigorously.
		We are also recruiting a new CEO to support development of the
		charity, with the outgoing CEO remaining as a dedicated bid-writer.
Additional information (optional)
You may choose to include further statements where relevant about:
	The charity’s	See Accountant report
	principal sources of
	funds (including
	any fundraising)
	Investment policy
	and objectives
	including any
	social investment
	policy adopted
	A description of the	Opportunity versus risk due to growth and ongoing availability of funds.
	principal risks	Organisational Risk Register reviewed quarterly by Risk Register review
	facing the charity	sub-group who report to quarterly Board meetings. Finance Sub-Group
		in place.
		Common themes from across VCSE re grants and highly competitive
		environment. Higher proportion of small/medium charities failing in this
		period.
		CASSPLUS being viewed as a charity that should be funded by
		statutory sector.
	Other

Mrs Pat Walker JP, Trustee Treasurer:

Charity number: 1160513

CASSPLUS

FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31ST MARCH 2024

INDEX:
Page:	-	Contents:
1	-	Legal and Administrative Information;
2	-	Independent Examiner’s Report;
3	-	Statement of Financial Activities;
4	-	Balance Sheet;
5 to 11	-	Notes to the Financial Statements.

Oakleys - Accountants

117 North Hill Plymouth PL4 8JY

Mrs Pat Walker JP, Trustee Treasurer:

Page 1

CASSPLUS

LEGAL AND ADMINISTRATIVE INFORMATION

Status	Cassplus was registered as a charity on 16th February
2015.
Charity Number	1160513
Principal Operating Address	The Magistrates Court
	St Andrews Street
	Plymouth
	Devon
	PL1 2DP
Trustees	Mary Anne McFarlane
	Dr Timothy Auburn (Chair)
	Patricia Walker (Treasurer) JP
	Dr Judy Hultgren (Deputy Chair) JP
	Dr Dan Gilling
	Darren Stoneman
Accountants	Oakleys Accountants
	117 North Hill
	Plymouth
	Devon
	PL4 8JY

Mrs Pat Walker JP, Trustee Treasurer:

Page 2

INDEPENDENT EXAMINER’S REPORT TO THE TRUSTEES’ OF CASSPLUS

We report on the accounts of the company for the year ended 31st March 2024, which are set out on pages 3 to 11.

Respective responsibilities of trustees and examiner

The charity’s trustees are responsible for the preparation of the accounts. The charity’s trustees consider that an audit is not required for this year under section 144(2) of the Charities Act 2011 (the 2011 Act) and an independent examination is required.

Having satisfied ourselves that the charity is not subject to audit under company law and is eligible for independent examination, it is our responsibility to examine the accounts under section 145 of the 2011 Act, to follow the procedures laid down in the general directions given by the Charity Commission under section 145(5)(b) of the 2011 Act and to state whether particular matters have come to our attention.

Basis of independent examiner’s report

Our examination was carried out in accordance with the general directions given by the Charity Commission. 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 seeking explanations from you as trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit and consequently no opinion is given as to whether the accounts present a ‘true and fair view’ and the report is limited to those matters set out in the statement below.

Independent examiner’s statement

In connection with my examination, no material matters have come to my attention which gives me cause to believe that in, any material respect:

the accounting records were not kept in accordance with section 130 of the Charities Act; or
the accounts did not accord with the accounting records; or
the accounts did not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a ‘true and fair’ view which is not a matter considered as part of an independent examination.

Date: ? 2024 ---------------------------------------------------------------------------------OcMdy4 15[ Oakleys Accountants Limited 117 North Hill Plymouth Devon PL4 8JY

Mrs Pat Walker JP, Trustee Treasurer:

Page 3

CASSPLUS STATEMENT OF FINANCIAL ACTIVITIES (INCLUDING THE INCOME & EXPENDITURE ACCOUNT) FOR THE YEAR ENDED 31ST MARCH 2024

==> picture [429 x 376] intentionally omitted <==

----- Start of picture text -----
||||||| |---|---|---|---|---|---| |Unrestricted|Restricted 2024|2023| |Notes|£|£|£|£| |Incoming resources:| |Voluntary income|2|2,741|-|2,741|1,699| |Revenue grants|3|8,500 303,265 311,765 244,034| |Other activities|4|4,226|-|4,226|1,329| |----------|----------|----------|----------| |Total incoming resources|15,467 303,265 318,732 247,062| |----------|----------|----------|----------| |Resources expended| |Charitable activities|5|17,749 267,014 284,763 256,647| |Governance costs|6|-|1,264|1,264|1,302| |----------|----------|----------|----------| |Total resources expended|17,749 268,278 286,027 257,949| |----------|----------|----------|----------| |Net incoming resources for the year|(2,282)|34,987|32,705 (10,887)| |Other recognised gains|-|-|-|-| |----------|----------|----------|----------| |Net movement in funds|(2,282)|34,987|32,705 (10,887)| |Adjustment to funds|6,863|(6,863)|-|-| |Total funds brought forward|83,112|69,574 152,686 163,573| |----------|----------|----------|----------| |Total funds carried forward|87,693|97,698 185,391 152,686| |====== ====== ====== ======|

----- End of picture text -----

Mrs Pat Walker JP, Trustee Treasurer:

Page 4

CASSPLUS BALANCE SHEET AS AT 31ST MARCH 2024

			2024		2023
	Notes	£	£	£	£
FIXED ASSETS:
Tangible assets	11		779		1,039
CURRENT ASSETS:
Cash at bank and in hand		185,512	185,512	152,547	152,547
		-----------	-----------	-----------	-----------
CREDITORS:
Amounts falling due
within one year	12	(900)	(900)	(900)	(900)
		-----------	-----------	-----------	-----------
NET CURRENT ASSETS			184,612		151,647
			------------		------------
NET ASSETS			185,391		152,686
		=======	=======	=======	=======
FUNDS:
Unrestricted funds	14		87,693		83,112
Restricted funds	14		97,698		69,574
			------------		------------
TOTAL FUNDS			185,391		152,686
		=======	=======	=======	=======

The trustees’ acknowledge their responsibilities for complying with the requirements of charity legislation with respect to accounting records and the preparation of accounts.

Signed on behalf of the Board of Trustees:

Date: 9/10/2024 --------------------------------------------------------------------------------Mrs. P. Walker Trustee

Mrs Pat Walker JP, Trustee Treasurer:

Page 5

CASSPLUS NOTES TO THE FINANCIAL STATEMENTS

1. ACCOUNTING POLICIES:

(a) Basis of accounting

The financial statements have been prepared under the historical cost convention and in accordance with the Financial Reporting Standard for Smaller Entities (effective January 2015) and the Statement of Recommended Practice: Accounting and Reporting by Charities (effective in January 2015).

(b) Incoming resources

All incoming resources are included in the statement of financial activities when the charity is entitled to the income and the amount can be quantified with reasonable accuracy. The following specific policies are applied to particular categories of income:

Voluntary income is received by way of grants, donations and gifts and is included in full in the statement of financial activities when receivable.

(c) Resources expended

Expenditure is recognised on an accrual basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered, as is reported as part of the expenditure to which it relates.

Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.

Governance costs are incurred in connection with the administration of the charity and compliance with constitutional and statutory requirements.

(d) Tangible fixed assets

Tangible fixed assets are stated at cost less accumulated depreciation. Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life:

Office equipment

25% on written down value

2. VOLUNTARY INCOME:

==> picture [373 x 47] intentionally omitted <==

----- Start of picture text -----
Unrestricted Restricted 2024 2023
£ £ £ £
Donations 2,741 - 2,741 1,699
===== ====== ====== =====
----- End of picture text -----

Mrs Pat Walker JP, Trustee Treasurer:

Page 6

CASSPLUS NOTES TO THE FINANCIAL STATEMENTS

3. INCOMING RESOURCES FROM REVENUE GRANTS:

INCOMING RESOURCES FROM REVENUE GRANTS:	INCOMING RESOURCES FROM	INCOMING RESOURCES FROM
	Unrestricted		Restricted	2024	2023
		£	£	£	£
Acts435		-	4,280	4,280	4,870
Awards 4 All		-	9,854	9,854	10,000
CJI	8,500		-	8,500	8,500
Community Land Grant		-	-	-	23,708
Cornwall Community Foundation		-	5,000	5,000	5,000
Cornwall VCSE		-	10,000	10,000	-
Cost of Living Grant		-	1,865	1,865	-
Devon Community Foundation		-	-	-	5,000
Devon Community Foundation (NA)		Devon Community Foundation (NA) -	-	-	7,992
Devon Community Foundation (Ex)		Devon Community Foundation (Ex) -	9,754	9,754	-
Digital Inclusion Project		-	2,500	2,500	-
Flexible Fund Grant		-	1,200	1,200	-
Hadley Grant		-	109,442	109,442	98,658
Hadley Grant Exeter		-	17,645	17,645	-
IOTLS		-	73,626	73,626	-
Lloyds Foundation		-	-	-	27,250
Postcode Lottery		-	23,699	23,699	-
She’s Worth It		-	400	400	-
SSC VS Contract		-	-	-	23,056
Tudor Trust		-	33,000	33,000	30,000
Winter Fuel Grant		-	1,000	1,000	-
	---------		----------	----------	----------
	8,500		303,265	311,765	244,034
	=====		======	======	======

4. INCOMING RESOURCES FROM OTHER ACTIVITIES:

	Unrestricted	Restricted	2024	2023
	£	£	£	£
Bank interest	4,226	-	4,226	1,329
	======	======	======	======

Mrs Pat Walker JP, Trustee Treasurer:

Page 7

CASSPLUS NOTES TO THE FINANCIAL STATEMENTS

5. COSTS OF CHARITABLE ACTIVITIES:

COSTS OF CHARITABLE ACTIVITIES:	COSTS OF CHARITABLE ACTIVITIES:
Unrestricted		Restricted	2024	2023
	£	£	£	£
Wages	9,018	199,364	208,382	204,924
Hardship grant	5,080	-	5,080	5,806
Pensions costs	720	13,258	13,978	10,708
Cost of labour	250	-	250	-
Travel and subsistence	311	15,444	15,755	11,214
Welfare and events	325	8,829	9,154	6,005
Insurance	-	1,720	1,720	1,349
Marketing and advertising	-	2,074	2,074	40
Telephone	260	7,234	7,494	7,082
Computer and office expenses	1,695	9,181	10,876	5,238
Printing, postage and stationery	6	1,618	1,624	433
Training costs	-	888	888	2,227
Sundry expenses	67	-	67	37
Professional and membership fees	Professional and membership fees -	2,447	2,447	1,166
Evaluation fees	-	4,654	4,654	-
Bank charges	-	60	60	72
Depreciation	17	243	260	346
----------		----------	----------	----------
17,749		267,014	284,763	256,647
======		======	======	======

6. GOVERNANCE COSTS:

	2024	2023
	£	£
Accountancy	1,264	1,262
Professional fees	-	40
	-----------	-----------
	1,264	1,302
	======	======

7. TAXATION:

The charity’s activities fall within the exemptions afforded by the provisions of the Income and Corporation Taxes Act 1988. According, there is no taxation charge in these accounts.

Mrs Pat Walker JP, Trustee Treasurer:

Page 8

CASSPLUS NOTES TO THE FINANCIAL STATEMENTS

8. EMPLOYEES:

Employment costs

Employment costs
	2024	2023
	£	£
Wages	208,382	204,924
Hardship grant	5,080	5,806
Pensions costs	13,978	10,708
	------------	----------
	227,440	221,438
	=======	======

No employee received emoluments of more than £60,000.

Number of employees

The average number of employees during the year was 9.

9. PENSION COSTS:

The charity operates a defined contribution pension scheme, the costs of which are shown above.

10. TRUSTEES’ EMOLUMENTS:

No trustees’ received any emoluments during the year.

Mrs Pat Walker JP, Trustee Treasurer:

Page 9

CASSPLUS NOTES TO THE FINANCIAL STATEMENTS

11. TANGIBLE FIXED ASSETS:

		Office
		Equipment	TOTAL
	Cost:	£	£
	At 1st April 2023	6,566	6,566
	Additions	-	-
	Disposals	-	-
		----------	----------
	At 31st March 2024	6,566	6,566
		----------	----------
	Depreciation:
	At 1st April 2023	5,527	5,527
	Charge for the year	260	260
	Disposals	-	-
		----------	----------
	At 31st March 2024	5,787	5,787
		----------	----------
	Net book value:
	At 31st March 2024	779	779
		======	======
	At 1st April 2023	1,039	1,039
		======	======
12.	CREDITORS:
	Amounts falling due within one year:
		2024	2023
		£	£
	Accruals	900	900
		=====	=====

13. ANALYSIS OF NET ASSETS BETWEEN FUNDS:

	Unrestricted	Restricted	Total
	Funds	Funds	Funds
	£	£	£
Fund balances at 31st March
2024 represented by:
Tangible fixed assets	52	727	779
Current assets	87,178	98,334	185,512
Current liabilities	-	(900)	(900)
	----------	----------	----------
	87,230	98,161	185,391
	======	======	======

Mrs Pat Walker JP, Trustee Treasurer:

Page 10

CASSPLUS NOTES TO THE FINANCIAL STATEMENTS

14. MOVEMENT IN FUNDS:

Unrestricted funds

*Unrestricted funds*
				Transfer
	At	Incoming	Outgoing To General	Outgoing To General	At
	01.04.23	Resources	Resources	Funds	31.03.24
	£	£	£	£	£
General funds	83,112	15,467	(17,749)	6,863	87,693
	=====	======	======	======	======
*Restricted funds*
				Transfer
	At	Incoming	Outgoing From General		At
	01.04.23	Resources	Resources	Funds	31.03.24
	£	£	£	£	£
Restricted funds	69,574	303,265	(268,278)	(6,863)	97,698
	=====	======	=======	======	======

15. DETAILED MOVEMENT IN FUNDS:

Unrestricted funds

				Transfers
	Brought Incoming	Brought Incoming	Outgoing	Between	Carried
	Forward	Resources	Resources	Funds	Forward
	£	£	£	£	£
CJI	5,358	8,500	(995)	(12,863)	-
Donations	812	2,741	(1,720)	-	1,833
Reserves	74,054	4,226	(6,731)	19,726	91,275
Victim Care	2,888	-	(8,303)	-	(5,415)
	-----------	----------	----------	----------	----------
	83,112	15,467	(17,749)	6,863	87,693
	======	======	======	======	======

Mrs Pat Walker JP, Trustee Treasurer:

Page 11

CASSPLUS NOTES TO THE FINANCIAL STATEMENTS

15. DETAILED MOVEMENT IN FUNDS CONTINUED: Restricted funds

*Restricted funds*
					Transfers
	Brought Incoming		Brought Incoming	Outgoing	Between	Carried
	Forward		Resources	Resources	Funds	Forward
		£	£	£	£	£
Acts435		999	4,280	(5,002)	-	277
Awards 4 All		1,675	9,854	(6,295)	-	5,234
Community Land Grant		3,414	-	(3,395)	-	19
Cornwall Com Foundation	Cornwall Com Foundation	-	5,000	(2,810)	-	2,190
Cornwall VCSE		-	10,000	-	-	10,000
Cost of Living Grant		-	1,865	(1,815)	-	50
Devon Com Foundation		4,249	-	(3,197)	(1,052)	-
Devon Com Foundation (NA) 5,284		Devon Com Foundation (NA) 5,284	-	(5,284)	-	-
Devon Com Foundation (Ex)		Devon Com Foundation (Ex) -	9,754	-	-	9,754
Digital Inclusion Project		-	2,500	(922)	-	1,578
Flexible Fund Grant		-	1,200	(320)	-	880
Hadley Grant		-	109,442	(105,791)	(1,963)	1,688
Hadley Grant Exeter		-	17,645	(17,519)	-	126
IOTLS		-	73,626	(38,514)	-	35,112
Lloyds Foundation	26,347		-	(21,785)	-	4,562
Plymouth VCSE		4,404	-	(1,585)	(2,819)	-
Postcode Lottery		-	23,699	(17,437)	-	6,262
She’s Worth It		-	400	(400)	-	-
Tudor Trust	21,930		33,000	(35,368)	-	19,562
Volunteer Sector MH		1,272	-	-	(1,272)	-
Winter Fuel Grant		-	1,000	(596)	-	404
General funds		-	-	(243)	243	-
	----------		------------	-------------	----------	----------
	69,574		303,265	(268,278)	(6,863)	97,698
	======		=======	========	======	======

Mrs Pat Walker JP, Trustee Treasurer:

Structure, Governance and Management

Description of
charity’s trusts:
Type of governing	Constitution
document
How is the charity	CIO
constituted?
Trustee selection	Stated in Constitution
methods including
details of any
constitutional
provisions e.g.
election to post or
name of any person
or body entitled to
appoint one or more
trustees

Additional information (optional) You may choose to include further statements where relevant about:

Policies and
procedures
adopted for the
induction and
training of
trustees

Online forums, social media, networks and word of mouth have been
helpful in recruiting Trustees this year. We apply a standard interview
process to new Trustees and an attitude that recruitment will bring new
thinking and energies to our Board. We hold a Board Away (business
planning) Day every year and this year’s event concentrated on
Governance and Quality Standards. A workshop generated a new role
for Trustees, picked up by our latest recruit, and which has created a
roving Trustee liaison role. This Trustee moving across sites in creating
a link between Board and operational teams and breaking down any
potential ‘them and us’ culture. It is proving highly successful and
beneficial.
We are trying to become more diverse, especially in re-recruiting to our
currently vacant ‘lived experience’ seat but are finding this challenging
without applying a ‘tick box’ approach to diversity.
Meetings are held quarterly.
Code of Conduct Policy (Trustees) and
Conflict of Interest Policy (Trustees) alongside full portfolio of Policies.
Trustee Induction Process, inc enhanced DBS.
Training offered on an ad hoc basis.
Full reference to Charity Commission website.

Mrs Pat Walker JP, Trustee Treasurer:

|The charity’s
organisational
structure and
any wider
network with
which the
charity works|Board ofTrustees (6)
CEO Carole Edwards
30 hrs
i
-
_
OPERATIONS
—
BusinessManager
«
—
a
a
~
»|Communications Officer
Christine Nicholls
MANAGER
T
Webb
37.5 hrs
PatsyOddie
essa he
37.5 hrs
22.9
hrs
«
|
PLYMOUTH COORDINATOR
NEWTONABBOTCOORDINATOR
CORNWALLCOORDINATOR
Community
Ivan Judd
Henri Treece
Debbie Mullis
Fundraiser
v
30 hrs
22.5 hrs
37.5 hrs
Vacant
ADMIN ASSISTANT
v
Vacant
15 hrs
PLYMOUTH ASSISTANT
NEWTON ABBOT
CORNWALLASSISTANT
COORDINATOR
ASSISTANTCOORDINATOR
COORDINATOR
Sam Stockdale
Shona Francis
Dawn Froggatt
30 hrs
30 hrs
15 hrs
i
{
P
Plymouth
Newton Abbot
Cornwall
Volunteers
Volunteers
Volunteers| |---|---| |Relationship
with any
related
parties|Active member of the Safer Stronger Consortium (Cornwall), now known as
Safer Stronger Communities| |Other||

Reference and Administrative details

Charity name	CASSPLUS
Other name the charity uses	CASS, CASS+
Registered charity number	1160513
Charity’s principal address	9 Dunstone View Plymstock Plymouth PL9 8TW Amended Aug’24 to c/o Accountants

Mrs Pat Walker JP, Trustee Treasurer:

Names of the charity trustees who manage the charity

==> picture [483 x 234] intentionally omitted <==

----- Start of picture text -----
||||| |---|---|---|---| |Name of person (or body)| |Dates acted if not for| |Trustee name|Office (if any)|entitled to appoint trustee (if| |whole year| |any)| |Dr Timothy Auburn|Chair|Full year|CASSPLUS Trustees and| |staff via recruitment panel| |[Patricia Walker JP ]|Trustee Treasurer|Full year|CASSPLUS Trustees and| |staff via recruitment panel| |[Dr Judy Hultgren JP ]|Deputy Chair|Apr’23-Feb’24|CASSPLUS Trustees and| |staff via recruitment panel| |[Angela Taylor ]|Trustee|Full year|CASSPLUS Trustees and| |staff via recruitment panel| |[Mark Mitchell ]|Trustee|Full year|CASSPLUS Trustees and| |staff via recruitment panel| |[Peter Hosegood ]|Trustee|Oct’23-Feb’24|CASSPLUS Trustees and| |Deputy Chair|Feb-Mar’24|staff via recruitment panel| |–| |Corporate trustees|names of the directors at the date the report was approved| |Director name|

----- End of picture text -----

Name of trustees holding title to property belonging to the charity

Trustee name Dates acted if not for whole year

Mrs Pat Walker JP, Trustee Treasurer:

Funds held as custodian trustees on behalf of others

Description of the assets held in this capacity

Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets

Additional information (optional)

Names and addresses of advisers (Optional information)

Associate Board member (non voting)	Peter Edwards	9 Dunstone View Plymouth PL9 8TW

Exemptions from disclosure

Reason for non-disclosure of key personnel details

n/a

Other optional information

Mrs Pat Walker JP, Trustee Treasurer:

Declarations

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

Signature(s) Full name(s) Timothy Auburn Position (eg Secretary, Chair Chair, etc) Date 10th October, 2024

Mrs Pat Walker JP, Trustee Treasurer: