2024-03-31-accounts

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Trustees Report April 2023 to March2024

1. Financial Report

These accounts have been prepared according to current Charity Legislation as it relates to Charitable Incorporated Organisations. Unlimited Oxfordshire is a CIO registered in England and Wales, number 1156718.

These accounts have been approved by the Trustees. They are being presented to the AGM to be received by members (in accordance with Unlimited’s Constitution).

This is a summary of Unlimited Oxfordshire’s finances for the year ending 31[st] March 2024. Please refer to the Statement of Financial Activities (SOFA) and Balance Sheet below.

Unlike the previous year Unlimited had no income. As reported at last year’s AGM we offered a freelance contract to a Development Worker and this explains the big increase in expenditure on membership development, totalling just over £4,600. The contract averages 7 hours per week. We also held two in person events for members which cost £305.

Our ongoing commitments are the monthly fee for a mobile phone, and an annual fee for Zoom which enables us to meet members online monthly and hold our committee meetings. We also have costs associated with our website and email domain and hosting costs. We can cancel all these contracts when we want but the total of these and expenditure on materials, for example promotional postcards, and miscellaneous office costs mean our average yearly running costs are about £370.

After expenditure of about £5,300 we ended the year with £4,800 in the bank.

Although not in the financial year being reported on (and therefore not showing in these accounts) we did receive a legacy from the estate of the late John Wells. This means Unlimited now has £21,000 in our current bank account. We are taking steps to move some monies into an interest-bearing savings account. The committee will need to consider a strategic plan for these funds as they represent about 3.5 years of expenditure (based on what was spent in this year reported on).

Unlimited Oxfordshire	Unlimited Oxfordshire	Unlimited Oxfordshire
Charity No. 1156718
Accounts for the year ended 31st March 2024
Section A Statement of financial activities
			Notes
Incoming resources	Unrestricted funds 2023/24	Unrestricted funds 2022/23
	£	£
Donations - OxTRAG		6,500	1
Donations -general	5	5
Interest	-	-
Profit on sale ofgoods	-	-
*Total incoming resources*	5	6,505
Resources expended
	£	£
Promotions andNewsletter	(86)	-
Communications support	-	-
Website andhosting costs	(108)	(106)
Office costs		-
Unlimited supportline	(36)	(36)
Office phone costs	-	-
Governance	-
Members events	(305)
Membership development	(4,620)	(435)	2
Meeting software	(144)	(144)
Committee travel	-	-
Training	(69)	-
*Total resources expended*	(5,368)	(721)
*Net incoming/(outgoing) resources* *before transfers*	(5,363)	5,784
*Gross transfers between funds*	-	-
*Net incoming/(outgoing) resources* *before other recognised*	(5,363)	5,784
Other recognised gains/(losses)
Gains and losses on revaluation of	-	-
Gains andlosses on investment	-	-
*Net movement in funds*	-	-
Total funds brought forward	10,198	4,414
*Total funds carried forward*	4,835	10,198
Notes
1.One offtransferof fundsfromOxTRAG on merger withUnlimited
2. Membership developmentworkeroncontractfrom April 2023

Unlimited Oxfordshire Charity No. 1156718 Accounts for the year ended 31 March 2024 Section B Balance sheet Asa¢ 31 Maich 2024 Asat 31 March 2023 Current assets Cash at bank and in hand 10 198 Total curnypt assets Creditors: amounts falling due within one year (546) Net current a8seW(liabilities) Total I8@ts le88 current liabilities credito amounts falling due after one year Met assets Funds of the Charity Unrestricted fund8 Designated funds Total unrestricted funds Restricted income funds Endowment fvnds Total fun418 Note 1. The tharity employed no stsff throughout the finanaal year Sianed by one or two trustees on behalf of all the trustees Diane Sider •&A. Date 14th Odober 2024

2. Activity Report

This is a record of Unlimited Oxfordshire’s activity in the year up to end March 2024. With thanks to all members who took part.

Meetings held between April 2023 and March 2024

We held 11 online members meetings

The average attendance was 13 members, with a total of 142 member hours. We have a regular cohort of attendees and those who join us from time to time.

We welcomed 4 external organisations as guest speakers:

The Campaign for Real Care talked to us about their online toolkit and Unlimited signed up to their charter for the right to wellbeing.
Co-operative Futures spoke about their initiative for putting care givers directly in touch with care receivers so that care can be selfdirected rather than via an agency.
Alayne McDonald from Oxfordshire Community Rail Partnership introduced her organisation and invited Unlimited members to share views with her on issues affecting rail travel and access for Disabled people.
Mel De Cruz, Commissioning Officer, Oxfordshire County Council (OCC) talked about the work she does at the council and invited members to share their views on the biggest issues affecting Disabled people in Oxfordshire.

We had 2 in person meetings. A summer gathering in the gardens of Friends Meeting House Oxford and a second in January in the café of the Weston Library, part of the Bodleian.

The committee met four times online (in addition to attending the in person and online meetings).

Our 2024 AGM was on 24[th] January.

The committee were joined by Terry Boswell at the AGM.

Meetings with external organisations

In June 2023 we met with Disability Rights UK; this is the national organisation of Disabled People’s Organisations (DPOs). They wanted to introduce us to the local groups development officer and raise a couple issues which they had been made aware of about access in Oxfordshire.

In December 2023 a small group of us contributed to the Oxfordshire Walking Design Standards following a presentation by Isabela Cull and David Colonge, OCC.

Representation with other organisations

The committee and other Unlimited members are very active with many other Oxfordshire public (statutory) and voluntary organisations. These include:

Chiltern Rail and Great Western Passenger Access Panels

Heatlthwatch Oxfordshire (one of our members is Chair of their Board) and OCC Co-production Board.

Representation on Oxfordshire 50+ Network, Oxfordshire Pedestrian’s Association, Oxon 4 Buses, Mobility Issues Group Wallingford (MIGWALL), Mobility Issues Group Goring & Streatley (MIGS), Cholsey Parish Council Wallingford Accessible Boat Club, Oxford City Council Inclusive Transport and Movement Focus Group, Vale and South District Council Access Group.

Monthly Bulletins and updates

We sent 11 monthly bulletins shared with members via email. We shared information on our Facebook account and X/Twitter account.

Projects and Campaigns

Throughout the year members raised issues with the County and local councils, responded to local and national consultations and took part in campaigns. This is a summary of activity:

St Michael’s Street accessibility – response to consultation provided, visit to site and representations made
Bin Collections in Thame – supporting complaint of member
Consultation on East Oxford Mini-Holland Project – attended meetings and offered views of Disabled people
Botley Road disruptions from railway bridge repair work – attended meetings with Network Rail and Kier and offered views of Disabled people, reported updates and key information to members
Issues with Botley Flyer (additional bus service to counter Network Rail works) – raised issue with Councillors and MP. Correspondence with Layla Moran MP.
Request for Blue Badge parking map in Oxford – spoke to teams at Oxfordshire County Council to request map

Exemption for Disabled drivers in ZEZs – joined LTN consultations, discussed at members meetings and provided information to members
Issues with accessible toilets in Oxfordshire – attended sites with council representatives, reported issues, discussed in members meeting and requested case studies
Broad Street project and parking allocation – joined consultations
Cowley branch line consultation – joined discussions on offered representations
Walking Design Standards consultation – joined consultation, held online meeting with council representatives and provided feedback and observations to draft plan
Rose Lane entrance to Christ Church – Campaign to allow wheelchair access to Rose Lane. Wrote to Christ Church management team on behalf of Unlimited and its members
Ticket office closures at railway stations – Involved in Consultation. Gave representations via email to railway companies and local councillors
Consultation on railway crossings – Attended consultation meetings
and offered representations
OCC Disability Inclusion strategy – fedback through engagement meeting to Council officers.

Volunteering

All 3 trustees are volunteers (Joanna Matthews, Don O’Neal and Diane Sider). In addition to the trustees there are 4 committee members who are volunteers (David Deriaz, Tim Trueherz, Sue Butterworth and Terry Boswell). Several members carried out activities to benefit Unlimited and Disabled people in Oxfordshire. Excluding trustees Unlimited has about 8 regular volunteers and others who do ad hoc activities e.g. handing out membership cards.

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