Finance Score: -6

Governance Score: -6

Support Score: 3

Spending falling: -1
Multiple Deficits and declines: -5
No PartB

No conflicts policy: -1
Narrow trustee age band: -2
Static board: -3

Gov Income
Grant maker support: +3

Overall GiG Score: -9

THE CASS FOUNDATION LIMITED

TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE TECHNIQUES AND PRACTICES OF CREATING, MANAGING AND CONSERVING PLACES, BOTH URBAN AND RURAL, INCLUDING BUILDINGS, OPEN SPACES AND LANDSCAPES WHICH PROMOTE AND AIM TO PROMOTE GOOD HEALTH FOR THE BENEFIT OF THE PUBLIC.AND TO PROMOTE GOOD HEALTH BY THE ABOVE ACTIVITIES

Analysis by Giving is Great

Positives:

The charity has received Government grants and contracts

Regulatory & Governance issues to consider:

This charity does not have a Conflict of Interests policy
The Board composition appears to be rather static and has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending has fallen significantly over the last 5 years relative to the previous period
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23	£0	£1	£-1	n/a	n/a	n/a	n/a	n/a
31/03/22	£0	£0	£0	n/a	n/a	n/a	n/a	n/a
31/03/21	£3	£1	£2	n/a	n/a	n/a	n/a	n/a
31/03/20	£14	£18	£-4	n/a	n/a	n/a	n/a	n/a
31/03/19	£93	£129	£-36	n/a	n/a	n/a	n/a	n/a
31/03/18	£122	£138	£-16	£0	£0	£0	n/a	0
31/03/17	£213	£132	£81	£0	£0	£0	n/a	0
31/03/16	£92	£75	£17	£0	£0	£0	n/a	0
31/03/15	£377	£792	£-415	£0	£0	£0	n/a	0
31/03/14	£1,393	£970	£423	£3	£423	£5	0.1	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 11 years

cassfoundation.org.uk

info@cassfoundation.org.uk

01515580886

Charity Commission for England and Wales

Listed activities

Environment/Conservation/Heritage
The Advancement Of Health Or Saving Of Lives

GiG Classification

Sports activities

How it operates

Acts as an umbrella or resource body
Other charitable activities
Provides advocacy/advice/information
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 63-79

MS JUDY CASS Appointed: 2013, Occupation: None

RICHARD MARTIN CASS (Chair) Appointed: 2013, Occupation: Architect

ROGER MERVYN REGINALD BUSH Appointed: 2017, Occupation: Company Director

STEVEN HUXLEY PERKINS Appointed: 2014, Occupation: Retired Local Government Officer

DAVID JOHN LOWTHER Appointed: 2013, Occupation: Chartered Accountant, Other trusteeships: HERITAGE WORKS BUILDINGS PRESERVATION TRUST LIMITED, BUXTON CRESCENT HERITAGE TRUST,

DR PAULA GREY Appointed: 2017, Occupation: Non Executive Director For Urgent Care 24, Other trusteeships: ASYLUM LINK MERSEYSIDE, HEALTH24,

DR SIMON ABRAMS Appointed: 2014, Occupation: Doctor, Other trusteeships: CITY OF LIVERPOOL YOUNG MEN'S CHRISTIAN ASSOCIATION (INC), FRIENDS OF EVERTON PARK,

Legal constitution

Charitable company registered in England & Wales on 05/03/2013, number: 1151080
Registered at Companies House on 02/01/2013, number: 08344632

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

10 returns made; all on time

Main office

OSBORNE HOUSE WEST
FULWOOD PARK
LIVERPOOL
L17 5AD

Objectives

(1) TO ADVANCE THE EDUCATION OF THE PUBLIC IN THE TECHNIQUES AND PRACTICES OF CREATING, MANAGING AND CONSERVING PLACES, BOTH URBAN AND RURAL, INCLUDING BUILDINGS, OPEN SPACES AND LANDSCAPES WHICH PROMOTE AND AIM TO PROMOTE GOOD HEALTH FOR THE BENEFIT OF THE PUBLIC.(2) TO PROMOTE GOOD HEALTH BY CREATING, MANAGING AND CONSERVING PLACES, BOTH URBAN AND RURAL, INCLUDING BUILDINGS, OPEN SPACES AND LANDSCAPES FOR THE BENEFIT OF THE PUBLIC IN PARTICULAR THE PEOPLE OF ENGLAND AND WALES (THE “AREA OF BENEFIT”).

Data Sources