11 2023/2024 TRUSTEESANNUAL REPORT CASS & FRIENDS
TABLE OF CONTENTS
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01.
Trustees' report
02.
2023/2024 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
This is our 10th anniversary year and we are celebrating it with the word “Respect”; between the charity our athletes and our sponsors.
We became a charity in 2017 and at the start of this year were supporting 28 of the most hard-working and dedicated athletes in the Cotswolds; providing them with grants for their kit and equipment.
In addition to the funding we also supported our athletes on our 8-week Sporting Success Mindset Programme. Knowing the success of this programme last year we launched an online version of it and this provides us with additional income for the charity.
Paradigm Norton, a financial planning firm that helps their clients fulfill their real purpose and pursue their passions; both sentiments very much the ethos of CASS & Friends, kindly sponsored our “Olympic” art exhibition fundraiser. They will be our 2025 Corporate Sponsor.
We continue to develop and build relationships with other groups and organisations and give external expertise and advice to our athletes. This year we focussed on strength and conditioning and the importance of breath work in sport, running two workshops to educate our athletes.
East Glos tennis club is an avid supporter and we did our first off-boarding session at the club with 8 athletes who are now alumni’s of CASS & Friends.
In addition to support our alumni athletes and continue to motivate our younger ones we have started a podcast called Athletic Ambitions. We interview our alumni athletes as well as professional athletes or people who have made a career in sport; all giving invaluable golden nuggets for our athletes to learn from.
Finally, we wanted to say a huge thank you to Diana Ackland at the Notgrove Trust for her invaluable financial support and confidence in us. We will make sure we use these funds wisely and they will make a significant difference to our athletes.
Our collaboration with SportsAid continues and we have supported two of their athletes this year.
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.”
02. 2023/2024 SNAPSHOT
70
£34,420 of financial support was given over 70 transactions during the year for our athletes to buy new kit, equipment, pay for travel, accommodation, races and much more.
29
29 athletes were supported including two boxers, two cyclists, seven runners, one swimmer, one taekwondo player, one hurdler, one pistol shooter, three rowers, three tennis players, three tumblers, two cheerleaders, two slalom kayakers, and one long jumper.
13
13 successful funding applications as a result of 70 letters, emails and grant applications submitted.
10
10 grants were received from Worcestershire County Council, Paradigm Trust, Notgrove Trust, Cheltenham Jockey CLub, HCOG, PF Charitable Trust, Winchcombe CC, Missess Barrie Trust, St James Place and Baron Devenport Trust
8
8 athletes have gone through the mindset course and the mindset course has generated £1,280
5
5 events were held this year; a pizza night, a bake sale at the Evesham 10k race and our fourth CASS community event where the athletes listened to a talk on the benefits of cold water therapy and breathing techniques. In addition we did our first off boarding session for the alumni athletes.
4 3
4 podcasts were published on the new Athletic Ambitions Podcast
3 athletes have gone to World or European Championships
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 10 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 AND OTHER PARTNERS
We partnered with SportsAid to support their Gloucestershire and Worcestershire athletes and will use this opportunity to develop a deeper relationship with them and other partners 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 PUPIL PREMIUM ATHLETES
Giving each athlete grants amounting to £1500 or more over the course of the year and engaging those aged 15 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
ATHLETIC AMBITIONS PODCAST
Interviewing professional athletes and sports people on a regular basis as well as our alumni athletes to share advice and information to our community.
- 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 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. My role at CASS & Friends involves mentoring our Trustee Apprentices who are our alumni athletes and I really enjoy seeing them develop into young adults with much to give back to us".
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 £26,494 compared to £31,086 last year
£
The charity received £13,750 of grants compared to £2,000 last year
£
- The charity received £12,194 of donations compared to £17,811 last year
£
The charity gave £34,420 in financial support compared to £24,900 last year.
£
The charity had cash reserves of £25,964 at year end compared to £34,227 last year
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- The 4 trustees, Jonathan Eaton, David James, Debs Wright and Fiona Carter continue to work on a voluntary basis
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- Our expenses were just £337 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 £137,000. For the two years prior to that we supported 4 athletes and between them they received grants in excess of £8,000.
Balance Sheet From September 2023 to August 2024
Prior Year Year to Date Fixed Assets 0.00 0.00 Current Assets Bank Account 8,262.92 25,964.61 8,262.92 25,964.61 Current Liabilities 0.00 0.00 Current Assets less Current Liabilities 8,262.92 25,964.61 Total Assets less Current Liabilities 8,262.92 25,964.61 Long Term Liabilities 0.00 0.00 Total Assets less Total Liabilities 8,262.92 25,964.61 Capital & Reserves Funds 0.00 34,227.53 P&L Account 8,262.92 8,262.92 8,262.92 25,964.61
Profit and Loss From September 2023 to August 2024
Period Year to Date
Income Donations Received 12,194.45 12,194.45 Ticket Revenue 550,00 550.00 Grants Received 13,750.00 1 3,750.00 26,494.45 26,494.45 Expenditure 34.420.00 34,420.00 Grants Issued 34,420.00 34,420.00 Direct Expenses 0.00 00.00 Gross Profit / (Loss) 7,925.55 7,925.55 Overheads Insurance 307.60 307.60 Paypal Charges 20.91 20.91 Sum Up Charges 3.76 3.76 Stripe Charges. 5.10 5.10 Net Profit / (Loss) 337.37 337.37 8,262.92 8,262.92
(;A,%(i &FRIENDS SportsAid fourthdiscipline TIM HENMAN FOUNOATI N PERFORMANCE= MADE THROUGH SPORT Paradi Nor on www.cassandFriends.org,
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Date: 13/10/2024
Cass & Friends
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Time: 19:04:59
Profit and Loss
From: Month 1, September 2023 To: Month 12, August 2024
Chart of Accounts: of Accounts: Accounts:
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||||||
|---|---|---|---|---|
|Chart of Accounts: of Accounts: Accounts:|Default|Layout|of Accounts|
|Period|Yearto|Date|
|Income|
|Donations|Received|12,194.45|12,194.45|
|Ticket Revenue|.|550.00|550.00|
|Grants Received|> Uuduble|qdwehed|13,750.00|13,750.00|
|26,494.45|26,494.45|
|Expenditure|
|Grants Issued|34,420.00|34,420.00|
|34,420.00|34,420.00|
|Direct Expenses|0.00|0.00|
|Gross Profit/(Loss):|(7,925.55)|(7,925.55)|
|Overheads|
|Insurance|307.60|307.60|
|Paypal Charges|20.91|20.91|
|Sum-up Charges|3.76|3.76|
|Stripe Charges|5.10|5.10|
|337.37|337.37|
|Net Profit/(Loss):|(8,262.92)|(8,262.92)|
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2
Cass & Friends a ars Balance Sheet
Page: 1
a 13/10/2024 : 19:05:31 ;[=]
| From: Month 1, September 2023 |
||||
|---|---|---|---|---|
| To: Month 12, August 2024 |
||||
| ChartofAccounts: | Default Layout ofAccounts | Accounts | ||
| Period | Year to Date |
|||
| Fixed Assets | ||||
| 0.00 | 0.00 | |||
| CurrentAssets | ||||
| BankAccounts | (8,262.92) | 25,964.61 | ||
| (8,262.92) | 25,964.61 | |||
| Current Liabilities | ||||
| 0.00 | 0.00 | |||
| CurrentAssetslessCurrent Liabilities: | (8,262.92) | 25,964.61 | ||
| TotalAssetslessCurrent Liabilities: | (8,262.92) | 25,964.61 | ||
| LongTerm Liabilities | 0.00 | 0.00 | ||
| TotalAssetslessTotal Liabilities: | (8,262.92) | 25,964.61 | ||
| Capital& Reserves Funds P& LAccount |
0.00 (8,262.92) |
(8,262.92) | 34,227.53 (8,262.92) |
25,964.61 |
CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Section A,- Independent Examiner's Report Report to the trustees Cass & Friends On accounts for the year ended 3110812024 Charity no (if any) 1174703 Set out on pages I report to the trustees on my examination of the accounts of the above charity ("the Trust") for the year ended 3110812024 Responsibilities and basis of report As the charity's trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ("the Act"). I 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, I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act. Independent IThe cha examiner's statement und applicabl 's gros ncome e eeded 0,000 an am qualifie ethe aminati ybei a qualified mber of [in ted bod Delete [ ] if not applicable. name of I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination (othér tharftjar diSet0serfeJff ") 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. I 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. Signed: Date: 1011112024 Name: aroline Bishop Relevant professional qualification(s) or body NIA IER Oct 2018