Ea
2022/2023
TRUSTEESANNUAL REPORT
CASS & FRIENDS
## TABLE OF CONTENTS
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01.
Trustees' report
02.
2022/2023 Snapshot
03.
The need we work to address
04.
Looking ahead
05.
Trustees, ambassador and patron
comments
06.
Financial review
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“I wanted to extend my greatest appreciation to CASS & Friends aiding my sporting journey as well as giving myself the opportunity to meet athletes from other sports. I would not be the athlete I am now if it was not for your help and support”.
## 01. TRUSTEES' REPORT
It is a pleasure to be writing this annual report and sharing the story of CASS & Friends and our exceptional athletes.
We became a charity in 2017 and at the start of this year were supporting 17 of the most hard working and dedicated athletes in the Cotswolds; providing them with grants for their kit and equipment. By the end of this year the number reached 28.
In addition to the funding we also supported our athletes on our 8 week Sporting Success Mindset Programme. Knowing the success of this programme this year we launched an online version of it and this provides us with additional income for the charity.
Emsea Ltd, a local precision engineering company agreed to be our corporate sponsor for the second year which gives us a fabulous boost to our finances. Our collaboration with SportsAid continues and we have supported two of their athletes this year.
We continue to develop our relationship with performance nutritionists 4thdiscipline and this year we have done two sessions on Relative Energy Deficiency in Sport to help all of our athletes.
East Glos tennis club is an avid supporter and we have done several events hosted by the club to raise money for the charity and encourage all of our athletes to get together.
Debs Wright joined the board of trustees and comes with a wealth of knowledge and experience. She is a former Royal Airforce Group Captain and has a competitive sporting background; representing team GB at several age group triathlon European championships. We are delighted to have her join the team.
We continue to build our community through events for the athletes, their parents and our sponsors. These are attended by our fabulous patron Eddie the Eagle and our Ambassador, professional triathlete Nikki Bartlett.
Fiona Carter, founder and trustee
“Thank you for all the support you have given me over the time we have known each other. It’s made a big difference to me and I will never forget it.”
9
7
## 02. 2022/2023 SNAPSHOT
69
£24,940 was given during the year for our athletes in 69 transactions to buy new kit, equipment, pay for travel, accommodation, races and much more.
28
28 athletes were supported including two boxers, one skier, two cyclists, one hurdler, nine runners, one taekwondo player, one pistol shooter, one swimmer, two rowers, three tennis players, two tumblers, two cheerleaders and one long jumper.
## 12
12 athletes signed up for the online version of the mindset course and donated £300 as a result.
9 of our athletes have gone through the mindset course and the feedback has been overwhelmingly positive - "Thank you so much for your time and energy I have got so much out of every session I can’t begin to tell you."
7 athletes have gone through the mindset course who are not athletes supported by CASS & Friends and these athletes have made donations to the charity in return for the course.
4
4 events were held this year; a golf day, a race night at East Glos tennis club, a bake sale at the Evesham 10k race and our third CASS community event where the athletes listened to a talk on nutrition and chatted with our Patron and Ambassador.
4
4 athletes reached World or European championships with several others reaching National / British championships.
2
2 webinars were delivered to the athletes; one on sports psychology and one on nutrition and the importance of correct fuelling.
## 03. THE NEED WE WORK TO ADDRESS
In our local area and indeed throughout the UK, there is little funding for children who are so good at their particular sport that they start competing all over the country (and internationally) if they are going to reach their full potential.
The costs can become prohibitive to some families since there is no prize money involved. The parents have to pay for coaching, kit, physiotherapy, travel expenses, and hotels and we didn't want some children to be at a financial disadvantage compared to their competitors with no financial constraints.
Many of our athletes are also from a rural location which prevents them from accessing gyms and other facilities in more built-up areas.
We truly believe that the skills learned in sports translate into everyday life skills and behaviours and we aim to help our athletes build on this by helping them develop their sporting mindset and encouraging them to eat a healthy and balanced diet to fuel their performance .
All the athletes we have worked with thank us for the financial help and the ongoing support and belief in them as athletes. This self-confidence is paramount to success and something we help our athletes develop.
"Thank you for everything you have done for me over the past two years, it means more than I can really put into words. It's clear that you really do care about all the CASS & Friends athletes and we see the hard work that you put in and we appreciate that a lot. Stay in touch."
## 04. LOOKING AHEAD
We have learnt over the past 5 years which fundraising events work well and what activities we do that the athletes appreciate. We intend to develop strong relationships with more partners and grow the impact of the charity over the coming years. Here's what we intend to do next year:
**1**
## WORK WITH SPORTSAID
We partnered with SportsAid to support their Gloucestershire and Worcestershire athletes and will use this opportunity to develop a deeper relationship with them over the year.
**2**
SPONSORS AND FRIENDS OF CASS
Applying for grants is a great way to raise income but attracting another corporate sponsor and more people who donate on a regular basis would be a real boost to our bottom line.
**3**
INVEST IN OUR ATHLETES
Giving each athlete grants amounting to £1000 or more over the course of the year and engaging those aged 14 and above in the 8 week sporting success mindset programme is a realistic target.
**4**
DEVELOP OUR ALUMNI NETWORK
An alumni network will be a valuable “add on” initiative. Helping our leavers with branding and sponsorship, advising on applying to US universities and coming back to share experience and knowledge.
**5**
COMMUNITY AWARENESS
Working with the schools of our athletes and the clubs that they attend is a great way to collaborate on fundraising activities and boost the awarenss of CASS & Friends.
**6**
DEVELOP “ONBOARDING” PROCESS
Finding athletes in our local communities that “really can’t afford the basics” is our priority since this is the whole ethos of CASS & Friends.
05. TRUSTEES, AMBASSADOR AND PATRON REVIEW
Patron Eddie the Eagle - "Being the patron of CASS & Friends means a lot to me because like the athletes supported, finance was in short supply for my family so I continued to work as plasterer and even slept in a disused Finnish hospital for a short time to save enough money to keep my Olympic dreams alive. The other aspect of the charity that resonates with me is the 8 week sporting success mindset course that is available to all the athletes. I often say that my sport was 90% mental and 10% physical. The skills learnt during the programme are invaluable to this young generation of Olympic hopefuls".
Ambassador Nikki Bartlet - "It's a huge honour to be an Ambassador for CASS & Friends. I'm a former Cheltenham and Bournside pupil and raised in Cheltenham. The opportunity that CASS & Friends provides; a community of athletes and opportunities for growth on a physical and personal level is very special. It is a privilege to offer the athletes my advice and support so that this may help them become the best versions of themselves, give them longevity in their sport and the drive to grab every opportunity in life".
Trustee Fiona Carter - "I am absolutely passionate about this charity. I adore helping athletes with their mindset and giving them help with funding is so important too. Occasionally, I go to competitions where I feel like I am only racing against athletes who can afford to be there and this doesn't motivate me at all. If we can make a small difference to all our athletes and help them compete on a level playing field then that makes me very happy and helping with their nutrition and mindset is another area where we can really help them be more competitive".
Trustee Jonathan Eaton - "I am so driven to help our local young athletes with their sporting journey and help them succeed with a little outside support from our grass roots charity that believes in their performance and potential. I am a keen golfer and we enjoy raising some funds at our annual golf day here in Broadway and sometimes have the pleasure of being beaten by the athletes we support! These children are all fabulous and work so hard; we are backing them 100% on their incredible journey".
Trustee David James - "It’s a pleasure to be a Trustee for such an important and worthwhile charity supporting young athletes. Competitive sport is tough, but coupled with worries about financing, and it can result in young talent not being realised. Through our work, we provide a supportive environment for local athletes that goes well beyond the finance, helping them to develop skills that lead to sustainable and fulfilling careers in sport. As a former athlete, competing in three Junior World Championships, I am passionate about seeing talent realised regardless of differences in family resources".
Trustee Debs Wright - I am a huge advocate of CASS & Friends, and all that it does to support talented athletes who might otherwise struggle to afford the basics. Sport has taught me so much in life: leadership, resilience, emotions, decision making. The list is endless. I want to help other athletes explore who they are and understand their mindset so that they can get the best out of themselves.
## 06. FINANCIAL REVIEW
## £
- The charity had a net income of £31,086 compared to £28,012 last year
## £
- The charity received £2,000 of grants compared to £6,250 last year
## £
- The charity received £17,811 of donations compared to £16.636 last year
## £
- The charity received £10,000 in sponsorship compared to £5,000 last year
## £
- £24,900 of financial support was given during the year compared to £17,225 last year.
## £
- The charity had cash reserves of £34,227 at year end compared to £28,410 last year
## £
- The 4 trustees, Jonathan Eaton, David James, Debs Wright and Fiona Carter continue to work on a voluntary basis
## £
- Our expenses were 1.2% from 2% last year which is in line with our target of keeping them to below 5% each year so that we can maximise grants given to our athletes.
This is the third Trustees' Annual Report and since gaining charity status in 2017 we have supported 51 athletes and given grants amounting to approximately £102,540. For the two years prior to that we supported 4 athletes and between them they received grants in excess of £8,000.
(; A.() .()
&FRIENDS
emsea
SportsAid
fourthdiscipline
www.cassandFriends.org.
Date: 03/12/2023 Time: 11:26:39
Cass & Friends Balance Sheet
Page:
1
From: Month 1, September 2022 To: Month 12, August 2023
|From:
Month 1, September 2022
To:
Month 12, August 2023|||||
|---|---|---|---|---|
|ChartofAccounts:|Default LayoutofAccounts||||
||Period||YeartoDate||
|Fixed Assets|||||
|||0.00||0.00|
|CurrentAssets|||||
|BankAccounts|5,816.63||34,227.53||
|||5,816.63||34,227.53|
|Current Liabilities|||||
|||0.00||0.00|
|CurrentAssetslessCurrent Liabilities:||5,816.63||34,227.53|
|TotalAssetslessCurrentLiabilities:||5,816.63||34,227.53|
|LongTerm Liabilities|||||
|||0.00||0.00|
|TotalAssetslessTotal Liabilities:||5,816.63||34,227.53|
|Capital&Reserves|||||
|Funds|0.00||28,410.90||
|P& LAccount|5,816.63||5,816.63||
|||5,816.63||34,227.53|
Date: 03/12/2023 Time: 11:25:52
Cass & Friends Profit and Loss
Page:
1
From: Month 1, September 2022 To: Month 12, August 2023
## Chart of Accounts:
## Default Layout of Accounts
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|||||||||
|---|---|---|---|---|---|---|---|
|Income|Period|Yearto Date|
|‘Donations|Received|-|damahovy|17,811.28|17,811.28|
|“Ticket|Revenue|-|offw|Waoling|achukes|870.00|870.00|
|“Grants|Received|.|chantab|achuhir|2,000.00|2,000.00|
|Sponsorship|-|oma:|fading|athwhw)|10,000.00|10,000.00|
|Gift Aid|—|otner|405.25|405.25|
|31,086.53|31,086.53|
|Expenditure|
|Grants Issued|24,900.00|24,900.00|
|24,900.00|24,900.00|
|Direct Expenses|
|0.00|0.00|
|Gross Profit/|(Loss):|"6,186.53|6,186.53|
|Overheads|
|Insurance|‘|318.80|318.80|
|Paypal|Charges|46.04|46.04|
|Sum-up|Charges|14.83|14.83|
|Local|Giving|Fees|86.23|86.23|
|Memberships and|Subscriptions|(96.00)|(96.00)|
|369.90|369.90|
|Net Profit/|(Loss):|5,816.63|5,816.63|
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## Z| CHARITY COMMISSION | Independent examiner's report on the FOR ENGLAND AND WALES accounts
## Section A Independent Examiner’s Report
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|---|---|---|---|---|---|---|---|---|---|---|---|---|
|a|)|
|Report to the trustees|
|Cass&Friends|
|On accounts for|the|year|| 31.08.28.|Charity|no|| 1174703|
|ended|)|(if|any)|
|||report|to|the|trustees|on|my|examination|of the|accounts|of the above|
|charity|(“the|Trust”)|for the|year ended|31/08/2023.|
|Responsibilities and|As the|charity's|trustees,|you|are|responsible for the|preparation|of the|
|basis|of|report|accounts|in|accordance|with|the|requirements|of the|Charities|Act 2011|
|(‘the|Act”).|
|||report|in|respect|of my|examination|of the|Trust’s|accounts|carried|out|
|under section|145|of the 2011|Act|and|in|carrying|out my|examination,|||
|have|followed|all|the|applicable|Directions|given|by the|Charity|Commission|
|under|section|145(5)(b)|of the|Act.|
|Independent|[The|charity’s|$|income|exceeded|£250,000 and|||am|qualified|to|
|examiner's|statement|undertake|tte|examination|by|béing|a|qualified|member|of [insert|name|of|
|applicable|listed|body]].|Detéte|[|]|if not applicable.|
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| have completed my examination. | confirm that no material matters have come to my attention in connection with the examination (other than-titat discleséd belew *) which gives me cause to believe that in, any material respect: e the accounting records were not kept in accordance with section 130 of the Charities Act; or e the accounts did not accord with the accounting records; or e 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.
| have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached. * Please delete the words in the brackets if they do not apply.
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Signed: Date: | 25.10.23
Name: | Caroline Bishop
Relevant professional
qualification(s) or(if body any): N | AG
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1
LAW eRT
BROANWA
## Section B
## Disclosure
Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).
Give here brief details of any items that the examiner wishes to disclose.
2