CSA OOL 4$ 2csA Carlisle School Association Annual Report 2024 Contents Objectives and activities Report from the Chair Achievements and performance Financial review 10 Independent examiner's report Receipts and payments accounts 13 Structure, governance and management 15 About us Charity name: Carlisle School Association, also known as the "CSA" Registration number: 297676 Registered address: Carlisle Infant School, Broad Lane, Hampton TIM2 3AJ Website: carlisleschoolassociation.or Trustees: Chair: Louise Bloom Secretary: Emma Goodden (until 16 May 2024) & Emma Waight (from 16 May2024) Treasurer: Andrew Brooman Trustees: Emma Webb (until 16 May 2024) Emma Waight Charlotte Brown Alexandra Powley (from 16 May 2024) Objectives and activities The CSA'S purpose is to advance the education of pupils at Carlisle Infant School, in particular by: developing effective relationships between the staff, parents and others associated with the school and engaging in activities or providing facilities or equipment which support the school and advance the education of the pupils. The trustees have regard to the guidance issued by the Charity Commission on public benefit in delivering the CSA'S purpose and planning and implementing its activities. All of the CSA activities and events are made possible through the hard work, time and efforts of the parents, carers, teachers and staff that make up the CSA community Objectives and activities The main activities in relation to the CSA'S purpose are: Providing funds and facilities to the school - totalling £21,669 for this financial year (2023: £23,184). See"Achievements and erformance" section for more information. Organising events and extra-curricular activities throughout the year that are accessible to the whole school community, developing staff, parent and pupil relationships. For 2023-24 these included... Objectives and activities ..providing coordinated communications between the school and parents ..delivering refreshments at parent events such as new joiner sessions and workshops ..supporting Dig Days where volunteers from the community help improve the school grounds. .offering free extra curricular activities such as a halloween trail, a Spring activity pack to all children, free book swap for World Book Day, and year 2 leavers multi- sports event. Report from the Chair The CSA has had another busy and successful year, bringing together thejoyful school community, and together raising over £38,000 a record amount, for school. Throughout the year, we've had a dedicated Committee in place, along with many other volunteers, to bring our activities and busy calendar to life. Our popular events were run again this year, including the Fireworks night, Winter Wonderland fair, Quiz night, Movie afternoon, Summer Fair and Camping weekend. We were also able to continue our annual activities such as free Halloween trail, children's Christmas card art projects, pre-loved uniform sales, Krispy Kreme and ice-lolly sales in the summer months, and a leavers yearbook for the year 2's who moved up to junior school. With the skill and effort of a several parents, new events were also able to take place this year, generating over a third of our annual fundraising proceeds. These included a wreath making workshop, alternative class photos, pizza kits to take home, and a sponsored half-marathon - run by16 parents and teachers raising almost £5k! We also worked with many more local businesses this year to generate fundraising from advertising and also involved them in providing free spring activity packs at Easter and water bottles in the summer. The Carlisle community always comes together with incredible spirit, supporting the school and having family fun whilst doing it! A huge thank you to all the families, teachers, staff, and local community members whose efforts make it all possible! Louise Bloom, CSA Chair 2023-24 Achievements and performance During 2023-2024, the CSA raised £52,169 (2023: 31,737) with fundraising and other costs being £14,100 (2023: £12,608) The key events in the year raised the following (net of costs): Event 2023-2024 Pievious year Fireworks £6,567 £6.408 Christmas Fair £2,667 £1,833 Sponsored Run Quiz Night Summer Fair £4.893 £1.212 £1,985 £l.600 £7,627 £5,151 Uniform sales £776 £757 Movie afternoon £646 £434 Advertising Camping Wreath making Alternative class photos £1,295 n/a n/a n/a £2,019 £1,077 £1,813 n/a Achievements and performance During 2023-2024, the CSA provided £21,669 (2023: £23,184), which has supported the school and advanced the education of the pupils by funding, amongst other things, the following activities and facilitie& Ground improvements project (£6,000) Balance bikes and training (£2,182) Reading scheme and toolkit (£2,491) Learning equipment and materials (£2,853) Theatre trip (£2,500) Medical room flooring (El,075) Trips to Bocketts Farm and Tower of London (El,100) Post balance sheet items include further donations of fl,290 towards YI trip to Natural History Museum and Active Learning Zone resources 10 Financial review As at 31 July 2024 £30,651 As at 31 July 2023 £14,102 Unrestricted cash funds Restricted cash funds £1,729 £32,380 £1,878 £15,980 Total cash funds Liabilities As at 31 July 2024 As at 31 July 2023 Liabilities The Increase in cash funds available at 31 July 2024 is primarily because the School had not. at year end, decided how it wlshed to spend addltlonal funds ralsed. Slnce year end. the Commlttee has agreed to fund several larger capltal projects such as new IPads, playground resurfacing, a sandpit and new projector screen in the hall. which should be incurred during the 2024-2025 financial year. Policy on reserves: The CSA aims to maintain reserves of £5,c￿ for general contingency purposes. to cover one third of annual amounts typically pledged to the school. if fundraising efforts do not retum sufficient money. The CSA will monitor the actual level of reserves and compare with the target level no less than once a year. CHARITY COMMISSION FOR ENGLANO ANO WALES Independent examiner's report on the . accounts Independent Examiner's Report. Report to the tfU$tees Carlisle Sthool As50cialion On accounts lor the year ended 31 July 2024 Charity no (if any) 297676 Set out on pages 13-14 I report lo Ihe Irustees on my examination of the accounls of the above tharity ("the Trust") for the year ended 3110712023. Rèsponsibilities and basis of report As the charily's trustees. you are responsible for the prep8r8tion of IhÈ aCCOufttS in accordance With Ihe requi￿rnents of the Charrties Act 2011 (Ihe A(a"). I report in respect of my examination of the Trust's accounts cairied Dut under section 145 of the 2011 Act and in Garrying out my examiiiation: I have followed all Ihe applicable Diredions given by the Charrty Comrnission under sedion 145(5)(b) of Ihe Act. Independent I h8ve completed my exaillinalioil. I confirm that no material matters have examinerfs statement come lo my attention in conneGtion wilh the exatnination which gives me cause to believe th8t in, any material resped. the accounting records were not kepl in accordance with section 130 of the Chariiies Ad. or the accounts did not atcord with the accounting rÈC.ords,' Or the accounts did not comply with the applicable requirements conceming the fotm and content of accounls set out in the Charities (Accounls and Reports) Regulations 2008 other than any requifemeiil that the accounts give a 'lrue and fair. view which 15 not a Matter cons￿ered a5 Part of an independeiit examination. I have no concems and have coffle across no other matters in connection with the examination to which attenlion shoukj be drawn in this rÈport in ortjer to enable a propel understanding of Ihe accounts 10 be rèached. &se dèlete the words in the brack6ts rf they do iiot apply. Signed: Date: Nafftè: (ttÉ Relevant professiorwl I qualification(s) or body (if any): CF14QTFrtkQ Aoy u4)fqr*J! Address: IER Oct 2018 Section B Disclosure Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charty accounts= directions and guidance for examiners). Glve here brlef detalls of any items that the examiner wishes to dlsclos8. IER Oct 2018 13 CHARITY COMM155ION FOR ENGLAND ANO WALES C•rflsle S¢hool A$￿¢l•tIon 297676 Receipts and payments accounts CC16a Forthe pèrlod from 01108r2023 3110712024 Section A Receipts and payments Unr•strieted funds Restrieted fund• Endowment fund* Total funds Last year to lh• n•ar•st É tOlh• n•ar•st£ to lh• n•ar•st£ Al Receipts Donabons. lega￿e5 and Charftth a￿￿thS && 42.iaa 1.220 30,517 42,833 othw IradirwJ acb¥ths Investrnents Separate m*enai rterns ol Other Ir*iw attNths Sub total(Gross incom• for ARJ #.701 62,1$• ¥1.737 A2 A•••t and In¥••tm•nt *•l••. l¥•• tablol. Sub ioial Toral recelpts 3.706 62,169 31,737 A3Pa ment8 Cost 01 ￿￿jraBIng event8 Insuiance 13.471 14,¥7• 11,970 14• 2S,1 cnarrt** 17.114 21,M• oir Sub ioial 31.914 3$.71 $6.792 A4 A8••t and Inv•¥lffl•nt purcha8•8.18•e tabhl Sub ioial Total payments 31,914 3.866 36.769 36,792 Nei ofrecelpts/(paymentsJ 16,649 149 16,400 4066 A5 Transfers between funds A6 Cash lunds last year end Cash funds thls year end 14.102 1.878 1,729 15,980 31380 20,035 15,980 30,651 Section B Statement of assets and liabilities at the end of the period Unre$trictèd nds ty) n&ire5t£ Re$tiicted funds to nearE5te Endowment funds to nearest £ Lategones Details Bl Cash funds YJ.651 1,729 Total cash funds 30.651 1,729 Unrestrlcted fvnds Re5tr1cted funds Endowment fund5 Deta:15 M*r¢st £ to no•rest £ lo £ 82 Other monetary assets Funo lo assei bel Cwrérn value lop1k￿41> Detsils Co# loptboNI) B3 Investment assets FUM towhkh Derails (Op￿0￿#1> Cuwr•nt ￿lut loptioMII B4 Assety relalned for the charSty'S own use whiGh liabilrty ietrtes Amounl duè {e￿onI1) Wh*n thie loptionill DetJi15 BS Liabilities Signec by one r)r Iwo tnJ8tees on behalf of ail Iho tr￿SIee8 Signal￿e Print Name Datg of appro'•al LoulJC 6LQ)