CLEVEDON ADULT STUDIES ASSOCIATION (CASA)
TRUSTEES’ REPORT FOR THE YEAR ENDED 31 AUGUST 2025
The Trustees have pleasure in presenting their annual report and the accounts for the year ended 31 August 2025.
CASA was formed in September 2012 and obtained Registered Charity Status in January 2019 (Charity Number 1181771). CASA is based at: 19, Edgehill Road, Clevedon BS21 7BZ
The Trustees who served the charity during the year were as follows:
Pauline Trapp (Chair of Trustees)
Patricia Halliwell (Chair of CASA and Committee)
Pinky Millward (Secretary)*
Kay Bader (Treasurer)
Louise Johnston-Harris
Michael Halliwell
Jane Silk*
Chris Pearce*
*These Trustees were appointed on 16/9/2025
CASA is a Charitable Incorporated Organisation governed by its constitution, whose only voting members are its charity trustees. Day to day running is through a committee, comprised of all of the trustees and three volunteers.
Objectives and Activities
CASA’s principal object is to promote learning for pleasure through the acquisition of knowledge and the development of capabilities and skills. It provides courses for adult learning ranging from day schools to 2 hour sessions over 3 to 6 weeks. During the 24-25 financial year CASA ran 15 weekly courses and 28 day schools over the three terms. Topics included history, literature, music, history of art, art, and hand crafts. All of the courses ran, with several being fully booked or attracting more bookings than could be accommodated, leading to waiting lists
The Trustees will continue to have regard to the Charity Commission guidance on public benefit in ensuring the diversity and standard of the courses and their availability to the general public. Full remission of fees is available to any person in receipt of benefits and a number of places were given on this basis during the year.
Financial review
Income for the year was £38,575.01 and expenditure £37,584.74 resulting in a current surplus of £490.25. The balance brought forward is £12,070.02.
Responsibilities of Trustees
The Trustees are responsible for the preparation of the accounts. They determined that as the year’s income exceeded the threshold of £25,000 an independent examination was required. The Trustees approved this report on and it is signed on their behalf.
SIGNED: …………………………………………….
DATEDPauline Trapp (Chair of Trustees)
CLEVEDON ADULT STUDIES ASSOCIATION (CASA) ACCOUNTS
YEAR ENDED 31ST AUGUST 2025
YEAR ENDED 31[ST] AUGUST 2024
| INCOME: | £ | £ |
|---|---|---|
| Course Fees | 40945.00 minus | 40845.00 minus |
| Course Refunds | 2870.00 | 629.00 |
| Accountancy adjustment | - | 517.75 |
| TOTAL INCOME | 38075.00 | 40773.75 |
| EXPENDITURE: | ||
| Tutors | 30195.01 | 29994.93 |
| Room Hire | 4971.76 | 5448.00 |
| Insurance | 127.15 | 96.00 |
| Website | 34.03 | 5.51 |
| Advertising/promotion | 1788.10 | 1368.00 |
| Equipment | 223.00 | 651.47 |
| Bank charges | 29.70 | - |
| Accountancy charge | 216.00 | - |
| Total expenditure | 37584.75 | 37563.91 |
| SURPLUS | 490.25 | 3169.84 |
| Balance brought fwd | 10679.77 | 7509.93 |
| Adj to prior year | 900.00 | |
| Surplus for year | 490.25 | 3169.84 |
| Balance carried fwd | 12070.02 | 10679.77 |
| Reserve | 8000.00 | 8000.00 |
| Surplus to reserve | 4070.02 | 2679.77 |
INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF CLEVEDON ADULT STUDIES ASSOCIATION (CASA)
I report on the accounts of CASA for the year ended 31 August 2025.
Respective responsibilities of Trustees and Examiner
The Trustees of CASA are responsible for the preparation of the accounts. The Trustees consider that an audit is not required for this year under Section 144(2) of The Charities Act 2011 (the 2011 Act) and that an independent examination is needed.
It is my responsibility to
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Examine the accounts under Section 145 of the 2011 Act
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Follow the procedures laid down in the General Directions given by the Charity Commission under Section 145(5)(b) of the 2011 Act; and
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State whether particular matters have come to my attention.
Basis of Independent Examiner's Report.
My examination was carried out in accordance with the General Directions given by the Charity Commission. An examination includes a review of the accounting records 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 report is limited to those matters set out in the statement below.
Independent Examiner's Statement
In connection with my examination, no matter has come to my attention:
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(i) which gives me reasonable cause to believe that in any material aspect the requirements
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to keep accounting records in accordance with Section 130 of the 2011 Act; and
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to prepare accounts which accord with the accounting records and comply with the accounting requirements of the 2011 Act have not been met or:
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(ii} to which, in my opinion, attention should be drawn in order to enable to proper understanding of the accounts to be reached.
.