Docusign EnvelopÈ ID". 2CB56C43-1291-8A5A-836B-33555AEOA757 CSA 2csA Carlisle School Association Annual Report 2025
Docusign Envelope ID: 2CB56C43-1291-8A5A-836B-33555AE0A757
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Contents
| About us | 3 |
|---|---|
| Objectives and activities | 4 |
| Report from the Chair | 7 |
| Achievements and performance | 8 |
| Financial review | 10 |
| Independent examiner’s report | 11 |
| Receipts and payments accounts | 13 |
| Structure, governance and management | 15 |
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About us
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Charity name: Carlisle School Association, also known as the “CSA”
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Registration number: 297676
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Registered address: Carlisle Infant School, Broad Lane, Hampton TW12 3AJ
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Website: carlisleschoolassociation.org.uk
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Trustees:
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Chair: Louise Bloom (until 1 May 2025) & Emma Goodden (from 1 May 2025)
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○ Secretary: Emma Waight (from 16 May 2024)
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Treasurer: Andrew Brooman
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Trustees:
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Charlotte Brown
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Alexandra Powley
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Cecilia Cheng (from 1 May 2025)
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Objectives and activities
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The CSA’s purpose is to advance the education of pupils at Carlisle Infant School (the school) and the Carlisle and Hampton Hill Federation (the Federation), in particular by:
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developing effective relationships between the staff, parents and others associated with the school and the Federation and
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engaging in activities or providing facilities or equipment which support the school and the Federation 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
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Objectives and activities
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The main activities in relation to the CSA’s purpose are:
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Providing funds and facilities to the school - totalling £40,778 for this financial year (2024: £21,669). See “Achievements and performance” section for more information.
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Organising events and extra-curricular activities throughout the year that are accessible to the whole school community, developing staff, parent and pupil relationships. For 2024-25 these included…
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Objectives and activities
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…providing coordinated communications between the school and parents
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…delivering refreshments at parent events such as new joiner sessions and workshops
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…supporting Dig Days where volunteers from the community help improve the school grounds.
● …offering free extra curricular activities such as a Halloween trail, free book swap for World Book Day, an Easter trail, year 2 leavers multi-sports event, and a summer sketch-book for all children to use over the holidays.
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Report from the Chair
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The CSA has had another busy and successful year, bringing together the wonderful school community, and providing over £40,000 to school for trips and resources that have advanced the education of our children. Due to the teams hard work and enthusiasm the CSA was able to fundraise over £58k, an astonishing total, which will be used in projects to come. Throughout the year, we’ve had a dedicated Committee in place, along with many other volunteers, to bring activities and creative ideas to life.
The CSA calendar has been fully packed again this year, maintaining our popular fundraising events such Fireworks night, Wreath making, Winter Wonderland fair, Quiz night, Sponsored run, Movie afternoon, Alternative class photos, Summer Fair and Camping weekend. We were also able to offer free activities available to all school families such as the Halloween and Easter trails, leavers events and yearbooks for Year 2 moving on to KS2, plus a summer sketchbook for every child to use over the holidays.
Partnerships have been a key part of our success this year, as we maintained and grew relationships with local businesses and organisations. This year also saw an amendment to our constitution to fundraise on behalf of the wider school federation and junior school - Carlisle and Hampton Hill Juniors Federation. Of particular note, our Federation sponsored run raised an incredible £11k+ with 40 parents, staff and friends running to support our schools!
Emma Gooden will be taking over the role of CSA chair for the coming year and another great team of trustees is in place. Thank you to all of the families, staff and partners who have supported the CSA this year - none of it is possible without you!
Louise Bloom, CSA Chair 2024-25
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Achievements and performance
During 2024-2025, the CSA raised £58,978 (2024: 52,169) with fundraising and other costs being £12,843 (2024: £14,100)
| The key events in theyear raised the following (net of costs): Event 2024-2025 Previous year Advertising £3,800 £1,295 Alternative class photo £1,481 £1,813 Camping £2,159 £2,019 Christmas cards £519 £435 Christmas fair £3,787 £2,667 Fireworks £9,940 £6,567 Half marathon £11,236 £4,893 Movie afternoon £512 £646 Quiz night £1,783 £1,985 School donation fund £2,703 £1,509 Sponsored obstacle course £2,130 N/A Summer fair £6,477 £7,627 Tea towels £611 £512 fundraising specifically for the Federation, not just CIS £2,565 of income from Camping booked in 2025-2026 financial year due to timing of payments from SumUp |
The key events in theyear raised the following (net of costs): Event 2024-2025 Previous year Advertising £3,800 £1,295 Alternative class photo £1,481 £1,813 Camping £2,159 £2,019 Christmas cards £519 £435 Christmas fair £3,787 £2,667 Fireworks £9,940 £6,567 Half marathon £11,236 £4,893 Movie afternoon £512 £646 Quiz night £1,783 £1,985 School donation fund £2,703 £1,509 Sponsored obstacle course £2,130 N/A Summer fair £6,477 £7,627 Tea towels £611 £512 fundraising specifically for the Federation, not just CIS £2,565 of income from Camping booked in 2025-2026 financial year due to timing of payments from SumUp |
The key events in theyear raised the following (net of costs): Event 2024-2025 Previous year Advertising £3,800 £1,295 Alternative class photo £1,481 £1,813 Camping £2,159 £2,019 Christmas cards £519 £435 Christmas fair £3,787 £2,667 Fireworks £9,940 £6,567 Half marathon £11,236 £4,893 Movie afternoon £512 £646 Quiz night £1,783 £1,985 School donation fund £2,703 £1,509 Sponsored obstacle course £2,130 N/A Summer fair £6,477 £7,627 Tea towels £611 £512 fundraising specifically for the Federation, not just CIS £2,565 of income from Camping booked in 2025-2026 financial year due to timing of payments from SumUp |
The key events in theyear raised the following (net of costs): Event 2024-2025 Previous year Advertising £3,800 £1,295 Alternative class photo £1,481 £1,813 Camping £2,159 £2,019 Christmas cards £519 £435 Christmas fair £3,787 £2,667 Fireworks £9,940 £6,567 Half marathon £11,236 £4,893 Movie afternoon £512 £646 Quiz night £1,783 £1,985 School donation fund £2,703 £1,509 Sponsored obstacle course £2,130 N/A Summer fair £6,477 £7,627 Tea towels £611 £512 fundraising specifically for the Federation, not just CIS £2,565 of income from Camping booked in 2025-2026 financial year due to timing of payments from SumUp |
|---|---|---|---|
| Event | 2024-2025 | Previous year | |
| Advertising | £3,800 | £1,295 | |
| Alternative class photo | £1,481 | £1,813 | |
| Camping | £2,159** | £2,019 | |
| Christmas cards | £519 | £435 | |
| Christmas fair | £3,787 | £2,667 | |
| Fireworks | £9,940 | £6,567 | |
| Half marathon | £11,236* | £4,893 | |
| Movie afternoon | £512 | £646 | |
| Quiz night | £1,783 | £1,985 | |
| School donation fund | £2,703 | £1,509 | |
| Sponsored obstacle course | £2,130 | N/A | |
| Summer fair | £6,477 | £7,627 | |
| Tea towels | £611 | £512 | |
| Uniform sales | £341 | £776 | |
| Wreath making | £542* | £1,077 |
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Achievements and performance
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During 2024-2025, the CSA provided £40,778 (2024: £21,669), which has supported the school and the Federation, and advanced the education of the pupils by funding, amongst other things, the following activities and facilities:
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Christmas theatre trip (£1,500)
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Sandpit (£1,755)
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iPads (£4,961)
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Astroturf improvements (£9,245)
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● New screen in the main hall (£1,185)
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● Chicken coop improvements at HHJS (£5,719)
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● Learning equipment and materials (£6,166)
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Trips to Bocketts Farm (YR), Wetlands Centre (Y1), Hampton Court Palace (Y2) (£3,8000)
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Financial review
| Assets | As at 31 July 2025 | As at 31 July 2024 |
|---|---|---|
| Unrestricted cash funds | £37,024 | £30,651 |
| Restricted cash funds | £712 | £1,729 |
| Total cash funds | £37,736 | £32,380 |
| Assets As at 31 July 2025 As at 31 July 2024 Unrestricted cash funds £37,024 £30,651 Restricted cash funds £712 £1,729 Total cash funds £37,736 £32,380 |
Assets As at 31 July 2025 As at 31 July 2024 Unrestricted cash funds £37,024 £30,651 Restricted cash funds £712 £1,729 Total cash funds £37,736 £32,380 |
Assets As at 31 July 2025 As at 31 July 2024 Unrestricted cash funds £37,024 £30,651 Restricted cash funds £712 £1,729 Total cash funds £37,736 £32,380 |
|---|---|---|
| Liabilities | ||
| As at 31 July 2024 | As at 31 July 2023 | |
| Liabilities | - | - |
Policy on reserves: The CSA aims to maintain reserves of £5,000 for general contingency purposes, to cover one third of annual amounts typically pledged to the school, if fundraising efforts do not return sufficient money. The CSA will monitor the actual level of reserves and compare with the target level no less than once a year.
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Independent examiner's report on the accounts
Section A Independent Examiner’s Report
Report to the trustees Carlisle School Association On accounts for the year 31 July 2025 Charity no 297676 ended (if any) Set out on pages 13 - 14
I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/07/2023.
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”).
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 I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect:
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the accounting records were not kept in accordance with section 130 of the Charities Act; or
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the accounts did not accord with the accounting records; or
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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: Name: Relevant professional qualification(s) or body (if any): Address: |
Date: | |
|---|---|---|
| 07 May 2026 | ||
| Darren Lane | ||
| Chartered Accountant ACA (ICAEW) | ||
| Via San Francesco, 9 | ||
| Apecchio, PU, Italy | ||
| 61042 |
Oct 2018
IER
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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 N/A any items that the examiner wishes to disclose .
Oct 2018
IER
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| Carlisle School Asssociation | Carlisle School Asssociation | Carlisle School Asssociation | 297676 |
|---|---|---|---|
| Receipts andpayments accounts | |||
| For the period from |
1/8/2024 | To | 31/7/2025 |
CC16a
Section A Receipts and payments
| A1 Receipts | Unrestricted to the nearest £ |
Unrestricted to the nearest £ |
Restricted to the nearest £ |
Restricted to the nearest £ |
Endowment to the nearest £ |
Endowment to the nearest £ |
Total funds to the nearest £ |
Total funds to the nearest £ |
Last year to the nearest £ |
|---|---|---|---|---|---|---|---|---|---|
| Donations, legacies and grants | 13,381 | 3,203 | - | 16,584 | 9,335 | ||||
| Fundraising activities | 38,905 | - | - | 38,905 | 42,833 | ||||
| Interest on deposit account | 341 | 341 | |||||||
| Hire of equipment | 93 | 93 | |||||||
| Advertising | 3,055 | 3,055 | |||||||
| Other trading activities | - | - | - | - | - | ||||
| Investments | - | - | - | - | - | ||||
| Separate material items of income | - | - | - | - | - | ||||
| Other trading activities | - | - | - | - | - | ||||
| ~~Sub total~~~~(Gross income for AR)~~ | 55,775 | 3,203 | - | 58,978 | 52,169 | ||||
| A2 Asset and investment sales, | |||||||||
| - | |||||||||
| - | - | ||||||||
| ~~Sub total~~ | - |
- | |||||||
| Total receipts A3 Payments |
|||||||||
| 52,169 | |||||||||
Cost of fundraising events |
12,462 | 13,378 | |||||||
| Insurance | 162 | 153 | |||||||
| Charitable activities | 36,559 | 21,669 | |||||||
| Other | 220 | 569 | |||||||
| - | - | ||||||||
| - | - | ||||||||
| - | - | ||||||||
| - | - | ||||||||
| - | - | ||||||||
| Sub total | 49,402 | 35,769 | |||||||
| A4 Asset and investment | |||||||||
| - | |||||||||
| - | |||||||||
| Sub total | - | - | |||||||
| Total payments Net of receipts/(payments) A5 Transfers between funds A6 Cash funds last year end Cash funds this year end |
|||||||||
| 35,769 | |||||||||
| 6,373 | 16,400 | ||||||||
| - | |||||||||
| 30,651 | 15,980 | ||||||||
| 37,024 | 32,380 |
Section B Statement of assets and liabilities at the end of the period
| Categories B1 Cash funds |
Details | Details | Unrestricted to nearest £ |
Unrestricted to nearest £ |
Restricted to nearest £ |
Restricted to nearest £ |
Endowment to nearest £ |
|---|---|---|---|---|---|---|---|
| Cash at bank or in hand | 37,024 | 712 | - |
CCXX R1 accounts (SS)
06/05/2026
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| Signed by one or two trustees on B2 Other monetary assets B3 Investment assets B4 Assets retained for the charity’s own use B5 Liabilities |
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| OK | |||||||
| Endowment funds to nearest £ |
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| - | |||||||
| - | |||||||
| - | |||||||
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| Current value ~~til~~ |
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| ~~asse eongs~~ | - | ~~(opona)~~ - |
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| - | - | ||||||
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| Details | Fund to which ~~t bl~~ |
Cost(optional) | Current value ~~til~~ |
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| ~~asse eongs~~ | - | ~~(opona)~~ - |
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| Details Signature |
Fund to which Amount due - - - - - PrintName |
When due | |||||
| Date of | |||||||
| Andrew Brooman | 07 May 2026 | ||||||
| Emma Goodden | 07 May 2026 | ||||||
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CCXX R2 accounts (SS)
06/05/2026
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Structure, governance and management
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Type of governing document: constitution adopted September 1984, as amended on 2 October 2023 and further amended on 27 February 2025.
How the charity is constituted: unincorporated association
Trustee selection methods: trustees are appointed or reappointed annually at the Annual General Meeting, or otherwise co-opted throughout the year if permitted by the constitution. All parents, guardians or carers of any current and or staff or pupil any teaching non-teaching currently employed volunteering at the school are encouraged to volunteer to be trustees.
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Thank you!
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The CSA would like to thank all pupils, family members and staff for their assistance in activities during the year. In particular, we would like to thank:
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Mrs. Zoe Brittain, Federation Headteacher
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Mr. David Wells, Head of School
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Ms. Danielle Fawcett, Federation School Business Manager
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Mrs. Baines and Ms. Carlin in the School office,
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for their assistance with the CSA throughout the year
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Declaration
The trustees declare that they have approved the trustees' report above. Signed on behalf of the charity's trustees
Signature ……………………………………………… ……………………………………………… Full name Emma Gooddenn Andrew Brooman Position Chair Treasurer Date 07 May 2026 07 May 2026