Docusign EnvelopÈ ID". 2CB56C43-1291-8A5A-836B-33555AEOA757 CSA 2csA Carlisle School Association Annual Report 2025 Docusign Envelope ID: 2CB56C43-1291-8A5A-836B-33555AE0A757 2 ## 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**| Docusign Envelope ID: 2CB56C43-1291-8A5A-836B-33555AE0A757 3 ## About us - **Charity name:** Carlisle School Association, also known as the “CSA” - **Registration number:** 297676 - **Registered address:** Carlisle Infant School, Broad Lane, Hampton TW12 3AJ - **Website:** carlisleschoolassociation.org.uk - **Trustees:** - Chair: Louise Bloom (until 1 May 2025) & Emma Goodden (from 1 May 2025) - ○ Secretary: Emma Waight (from 16 May 2024) - Treasurer: Andrew Brooman - Trustees: - Charlotte Brown - Alexandra Powley - Cecilia Cheng (from 1 May 2025) Docusign Envelope ID: 2CB56C43-1291-8A5A-836B-33555AE0A757 ## Objectives and activities 4 **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:** - **developing effective relationships between the staff, parents and others associated with the school and the Federation and** - **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 Docusign Envelope ID: 2CB56C43-1291-8A5A-836B-33555AE0A757 5 ## Objectives and activities - The main activities in relation to the CSA’s purpose are: - **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. - **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… Docusign Envelope ID: 2CB56C43-1291-8A5A-836B-33555AE0A757 6 ## 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, 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. Docusign Envelope ID: 2CB56C43-1291-8A5A-836B-33555AE0A757 ## Report from the Chair 7 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 Docusign Envelope ID: 2CB56C43-1291-8A5A-836B-33555AE0A757 8 ## 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| Docusign Envelope ID: 2CB56C43-1291-8A5A-836B-33555AE0A757 ## Achievements and performance 9 **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:** - Christmas theatre trip (£1,500) - Sandpit (£1,755) - iPads (£4,961) - Astroturf improvements (£9,245) - ● New screen in the main hall (£1,185) - ● Chicken coop improvements at HHJS (£5,719) - ● Learning equipment and materials (£6,166) - Trips to Bocketts Farm (YR), Wetlands Centre (Y1), Hampton Court Palace (Y2) (£3,8000) Docusign Envelope ID: 2CB56C43-1291-8A5A-836B-33555AE0A757 10 ## 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. Docusign Envelope ID: 2CB56C43-1291-8A5A-836B-33555AE0A757 ## **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: - 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:**
**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** 11 Docusign Envelope ID: 2CB56C43-1291-8A5A-836B-33555AE0A757 **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** 12 Docusign Envelope ID: 2CB56C43-1291-8A5A-836B-33555AE0A757 |**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 13 Docusign Envelope ID: 2CB56C43-1291-8A5A-836B-33555AE0A757 |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**|||||||**-**| |---|---|---|---|---|---|---|---| ||||||||**-**| ||||||||**-**| ||||||||OK| ||||||||**Endowment**
**funds**
**to nearest £**| ||||||||**-**| ||||||||**-**| ||||||||**-**| ||||||||**-**| ||||||||**-**| ||||||||**-**| ||||||||**Current value**
~~**til**~~| ||||~~**asse eongs**~~||**-**||~~**(opona)**~~
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~~**t bl**~~||**Cost(optional)**||**Current value**
~~**til**~~| ||||~~**asse eongs**~~||**-**||~~**(opona)**~~
**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||||||**-**||**-**| ||**Details**
Signature||**Fund to which**
**Amount due**
**-**
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PrintName||||**When due**| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||| ||||||||Date of| ||||Andrew Brooman||||07 May 2026| ||||Emma Goodden||||07 May 2026| ||||||||| 14 CCXX R2 accounts (SS) 06/05/2026 Docusign Envelope ID: 2CB56C43-1291-8A5A-836B-33555AE0A757 ## Structure, governance and management 15 **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. Docusign Envelope ID: 2CB56C43-1291-8A5A-836B-33555AE0A757 ## Thank you! 16 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: - Mrs. Zoe Brittain, Federation Headteacher - Mr. David Wells, Head of School - Ms. Danielle Fawcett, Federation School Business Manager - Mrs. Baines and Ms. Carlin in the School office, - for their assistance with the CSA throughout the year Docusign Envelope ID: 2CB56C43-1291-8A5A-836B-33555AE0A757 17 ## 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