Poole Sallability- Charlty No: 1166542 TAR & Accounts for the period l January 2025 to 31 December 2025 P(xJli.Sailability Poole Sailability Charity Number 1166542 TwsteesAnnual Rep(xt & AcCnts 1st January 2025 to 31st DeCnber 2025 1. Reforonce and Administraove Infornon Charty Name: Poole Sailability Registered Charity Number. 1166542 For financial year ending on: 31st Decwiber 2025 Charity's Principal Address.. Poole Sailability clo Active Dorset. Slades Park Pavilion, EnsbLryAvenue. BH10 4HG Charity Trustees: Mr Nicholas BerwKIt Mr Brian Eyres Ms Dawn Geer Mr David Howarth Ms Wendy Stopher Mrsteve T¢) Mr Robert Stone {ctropted) Bankers: Lloyds Bank Independent Examiner. William Ballan 2. Structure, Govemance and Management Govemiry Document Poole Sailability is a Charitable Incorpordted Organisation (CIO) wlth a constttution as its goveming documen( dated 20th July 2017 (as at last amendment) Organisational structure The Board of Management of Poole Sailability consists of both trustees and other co-opted members. The primary fo(xJs ofthe Board is the ongoing governan of the Charity, control of its finances, setting strategic direction and revieing progress in meeting the Charitable Objectives. In addition to the Board of Management. we have estsblished a new Operations Group. responsible for the planning and delivery of the annual sailing programme and the maintenance of our fleet. Recrultment and appoinknent of new trustees In line with our Constitution. one third of trustees are required to retire each year. Steve Town will retire from office at the AGM and wll be putting himse forward for re- election. Wendy Stopher will retire from Offi and will not be putting herselfforward for re-election. Robert Stone will be putting himselfforward for election. Sadly, Briarb EyTes passed away in January 2026.1 would like to ad<rThedge here t tremendous contribution Brian madeto Poole Sailability overthe years. I sh(Id also note that Mr David Latimer resigned as a tnjstee on June 4th 2025. A review of the Board of Trustees concluded that we would like additional skills wlthin the team and a recruitment drive will be tskiro place in the sprirKJ of 2026.
Poole Sailability- Charity No: 1166542 TAR & Accounts for the period l January 2025 to 31 December 2025 Affiliation: Poole Sailability is affiliated to Royal Yachb'ThJ Assooation and is part of its Sailabilty network which provides advice and support f disabled peoples. sailing. Foward Plan Our forward plan progressed well in 2025 major policy reNiews, improved safeguarding and a drive to secure a long-tenn home for the charitys activities. the biggest single risk to the charity. I am pleased to say that this initiative has been successfijl and we expect to be operating from a new base from the swirKJ of 2026 onwards. Operating Procedures and Protocols Our Operating Protocol was fvlly updated in spring 2025 and will be reviewed and updated before every new season. The first UFthte, related to the thange of base above. is taking place at the time of writing this report. Website. ICT and Membership Systems At the beginnirvJ ofthe 2025 season, we moved our membership management to a new software system. This has produced tremendous additional beneffts and controls in the management and communication with our members including volunteers. sailing members and others. We also launched our new website and the Trustees would like to thank all those involved in both those transitions for the exceptional work put into setting them up. Charitable Obiectsve and Activities The charitsble objects've of Po)le Sailability is: To provide and assist in the provision of water-based actiwties in Ple Hart)our and the surrounding area for people wth disabilities. in the int8r8St of sooal weare and with the object of improving the condition of their lives. Activities 2025 marked the 30th anniversary of the first Sailability operations in Poole Hart)our. Poole Sailability fulfjlled its charitable objective by providing sailing sessions on three or fr days a week during the sailing season from April to October. These activities induded: Regular and Trial Sailors- On SurKlay m(xniTrJs arKI Wednesday aftem(s. organising volunteer led sails. Local SEND Schools- On Wednesday or Friday mc*nings. as appropriate, during their 12 week summer temi, running sailing sessFons for their pupils. Community Outreath- On Friday momings, organising sailing sessions for local groups represents'ng both physical and mental disabilities. Self-devel4)ment- our volunteers can join a regular Tuesday moming session to improve their boat handling and proCural skills. Poole Sailability is run entirely by unpaid volunteers wtthoutwhom we would not exist. Volunteers run the sailing sessions and also manage and undertake the maintenance, adrninistration. finance and fundraising for the tharity. Pag812
Poole Sailability- Charity No: 1166542 TAR & Accounts for the period l January 2025 to 31 December 2025 Publlc benefft In undertaking the activib'es of the last 12 months. the trustees have paid due regard to the Charity Commission's guidan on public benefft in deciding what aGtivities should be undertaken. Through adherence to the objedives the charity has diligently and purposefully fulfilled its obligations. Achievements and perfomiance The local ne:_ The local BCP (Boumemouth, Christchurch and Poole) Counal considers that 10-15 % of local residents have a disability that limits their daily activities. The county of Dorset has over 22Yo of inhabitants over the age of 65. This in tum means a higher number with problems such as physical functi¢Jning. mobility and stamina. It can also mean more people with the fling of isolation. anxiety, detyession and social exdusion. At the same ts'me. some 14% of children and young people up to the age of 25 receive Speaal Needs supp(xL The sailing experien provided by Pcde Sailability can be Irfe changing. A sailing session in the safety of Poole Hart)our has all the elements of increasing wellbeing. Re-connecting with people, keeping leaming. being active arKI at one the natural environment builds confidence and social interaction. For ourvolunteers. our activities allow them to share their expertise and to give backto the community. Sailing sessions In 2025 we ran 50 of the 80 planned member arKI outreach sessions. We also ran 43 volunteer development sessions with only 2 being Canlled. CanlIationS are due to inclementweather, usually high wind. The wind limitfor ourvolunteerdevelopment sessions is higherthan for self- development to help prepare our skippers for sudden inclement Conditions. Less than 50/0 of these sessions were stopped against over a third for member and outreach. The averagewind strength is increasing with climate change and we continue to work towards finding ways to continue our member and outreach sessions in strongerv4inds in a safe manner. Our members were also able to take part in 5 "big boar days Parkstone Yacht Club where they could safely sail on larger boats out into Poole Bay. We are extremely grateful to both the club for partnering in building strong protocols for these events and to the individual yacht owners who treat our members to a memorabte day on thewater. Safety b¢% Our safety boat continues to provide exlIent safety cover and we ran a number of Man Overtjoard recovery sessions prior to the season using an RNLI dummy to strengthen our recovery from the vRter drills. Finance Source of fiJnds As always. our income comes from a number ofvaried sourcw . Membership fees- we were able to maintsin the same level of charJr e forthe 2025 season and a similar level of incometo 2024. Grants-we received a grant from our lo(21 council to keep ourvolunteers up to date with their FirstAid training and to bring on new reuuits for driving our Safety Boat Page13
Poole Sailability- Charity No: 1166542 TAR & Accounts for the period l January 2025 to 31 December 2025 Fundraising events- members helped with fundraising activtties induding the Pilford Heath Transport & HerFtage Shcw Donations- local organisations including sailing clubs conb'nue to support our activities with donations which are hugely appreciated as it both helps our finances and demonstrates local support forwhat we do. 2025 saw donations from charitable trusts and the Mas¢)nic community. We were also very gratefijl to receive a donation from one of our own volunteers vlhich allowed us to buy new outtx)ard engines for our four Ha day boats. Expenditure The main fixed costs are marina fees whith inc*ease year on year, Maintenance and insurance. Maintenanc8 in particularwas high this year due to some restorative work on one of the Hawks. Reserves Policy Poole Sailabilitys ReseNes Policy during the yearwas to have reserves as follows: Transfer Reserves to cover the potential a)sts of haNing to relorate to another site in Poole Hart)our due to extemal forces Operational ReseNes. whith.. help wlh cash as some of the big expenses are in the early part of the year before newfunds tend to come in CJJver the costs of preventative maintenance over the next Iwo to three years. coverthe anticipated sts of one yearfs operations, net of membership contributions. In the light of the current economic dimate we believe this level of security to be appropriate. Asset Replament Reserves. which enable us to (rjver rep1arnent of any essential equipment quickly builds up funds to put towards long teTm replament of equipment and facilities In implementing this policy. Pode Sailatm'lty held reserves of £33,560 at the end of 2025. We expect these to redLe by around SO. earfy in 2026 as the o)sts of rnomng our operation to the new base come through. After this we intend to maintain adequate reserves to cover unexp8Cted operdttonal costs and to build asset replac%ment provisions. DECLARATION The twstees have aFproved the Trustees Repcyt above sJned Mr Nicholas Berendt Chair Mr Robert Stone Treasurer Page14
Poole Sailability Charity No: 1166542 TAR & Accounts for the period l January 2025 to 31 December 2025 I report to the charity trustees on my examination ofthe accounts of the charity forthe year ended 31st December 2025 whith are set out on pages 6 to 7. ReSFnSIbl1lI1eS and basis of report As the charity's trustees. you are responsible forthe preparation of the accounts in accordance with the requirements of the Charities Act 2011 (Yhe Acr). I report in respect of my examirkqb'on of the charitys accounts carried out under section 145 of the Act and in carying out my examination I have followed all appli(2ble DirectK)ns given by the Charity Commission under section 145(5){b) of the Act. Independent examlnerfs Statement I have completed my examination. I confirm that no material matters have come to my attention in connection with the examination giving me cause to believe that in any material respect: accounting records were not kept in respect of the charity required by section 130 of the Act. or the accounting does not accord with those records.the accounts do not comply with th8 requirements conceming the fom and content of accounts set {t in the Charities (Accounts and Reports) Regulations other than any requirement that the accounts give a true and fairview which is not a matter considered as part of an indeperKlent examination. I have no concems and have come across no ott)er matters in connection with the examination to which attention should be drawn in this reFKIrt in order to enable a proper understanding of the accounts to be reathed. William Ballan. Independent Assessor Attached below are the Poole Sailability Annual Accounts fly the year January 2025 to 3111212025 Page15
Poole Sailability Charity No: 1166542 TAR & Accounts for the period l January 2025 to 31 December 2025 (HARITY COMMISSIO I£)R INGIAND AND WAiES Receipts and payments accounts CC16a For th? P•Tiod T• 011D115 3111215 Section A Receipts and payments Unrestricted nds R•strictsd Endo11 L•A y•af thv I1lh• ¥)thD n•ar•M£ th• RMrnitÉ A1 R•c•l 17J97 10253 17Jk7 11534 693 11.516 7J3? 764 FndraISIn onh)nSlaThts Sub ral(&DSS 1281 JO.114 2 and inv•strMnt sales. s•• tsbl•l. Boat sal• 175 Sub 12 rknonno antt reps Insurance OTrn157r#on 13 3.112 764 17,194 1043 944 574 J.181 764 101 1.716 T01 176 Fuoi PiornDIDn aftd lthrbsvJ IJOS 6115 Sub A4 and Inv•str*wfft purctwms. {x• Outbwds x4 Sulj totsl 145 ToTalpaynn1$ JJ A5 Transfèrs fvnds Cash funds last &r •nd Cash ftinds this year•nd Page16
Poole Sailability Charity No: 1166542 TAR & Accounts for the period l January 2025 to 31 December 2025 Section B Statement of assets and liabilities at the end of the period Unr•strict•d R•striEt•d Dui'.s lunds ¢stt B1 Cash fund• 31560 Totsl¢4•h fvnds 39. ' R•strkd fund¥ funds Detsils D•iaÈlJ B3 InvestmentaM•ts 20 INWII unteswpntra 152 cha,4 ¢)wn u 200¥0 rrw•i StsJ Te5thd 15960 rta 20 IBhJe Do11 9.914 735J 2J11 21125 unre5trQèO 4,145 20 St¢iJp trlthes Lknre31nthd wt•n d Deijils 85 Llablths 'Si(J)•dty LY tWQtru$i•tt thartof all ihE tTusi••g Dac of robert stone 11104/26