2021-04-30-accounts - Isle Access

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Isle Access

Charitable Incorporated Organisation Charity Number 1178395

Annual Report and Financial Statements

For the Period May 2020 to April 2021

Annual Accounts for the period ended 30th April 2021

Contents	Page
Administrative and Legal Information	3
TrusteesAnnualReport	5
CEO Report	6
Notes to the Accounts	8
Independent Examiners Report	11
Receipts and Payments	12
Statement of Assets and Liabilities	13
Financial Activities	14
Sponsors	16

Isle Access

Administrative & Legal Information for the period Ended 30th April 2021

Charity Name: Isle Access Charity Registration Number: 1178395

Registered Address: The Rustlings East Hill Road Ryde Isle of Wight PO33 1LU

Trustees: Jonathan Bacon 26/01/19 – 24/06/20 Chair David Simon 04/08/2020 – Ongoing Chair Jonathon Giemza-Pipe 01/04/18 - Ongoing Secretary Moira Sugden 26/01/19 - Ongoing Trustee Helen Thornton 26/01/1919 - Ongoing Trustee Steve Gibbs 04/08/20 – Ongoing Treasurer Tracy Jones 04/08/20 – 20/03/21 Katy Leslie 04/05/21 - Ongoing Nick Winford 04/05/21 – 07/10/21 Fiona Grist 26/01/19 – 24/06/20 David Thornton 26/01/19 – 01/06/20

Chief Executive Office: Jan Brookes

15/5/18 – Ongoing

Independent Examiner: Angela Horton 78 Carter Avenue Shanklin, Isle of Wight, PO37 7NG

Independent Bookkeeper: Donna-Leigh Penberthy MICB

My Bookkeepers Online 16 Chatfield Lodge Isle of Wight PO30 1XR Bank: Santander Bank Bridle Road Bootle L30 4GB

ISLE ACCESS – CHAMPIONING ACCESS FOR ALL

The Trustees present their report and the financial statements of the charity for the period 1[st] May 2019 to 30th April 2020.

Objectives and Activities

Equality and Diversity: To relieve disability by providing specialist advice, equipment or access for disabled people, families and carers living in or visiting the Isle of Wight.
Carers: To preserve and protect the health of those caring for people with physical, mental, sensory or cognitive impairment within the family or home on the Isle of Wight.
Employment: To provide employment, supported work experience and volunteering opportunities for those residents on the Isle of Wight who are excluded from or have difficulty accessing those opportunities by reason of their disability, age or infirmity.
Recreation: To promote and provide specialist recreational and exercise facilities for the benefit of the inhabitants of or those visiting the Isle of Wight who have need of such facilities by virtue of their age, disability or infirmity in the interests of social welfare and wellbeing and with the object of improving their conditions of life and those of their families and carers.
Work with local businesses, organisations, and tourist venues to help, advise, lobby and encourage to be more accessible to IW residents and visitors and, to embrace and develop the cause of accessibility for all.

The trustees have applied to the Charity Commission to rewrite these Objectives into clearer language.

Structure, governance and management

The charity was established as a Charitable Incorporated Organisation (CIO) on 15th May 2018. It is governed by the trustees in accordance with the Constitution. The values behind the Constitution are to be inclusive, collaborative and transparent.

Recruitment and appointment of new trustees

Trustees are appointed in accordance with the Constitution. Skills are drawn from a mix of personal and professional backgrounds including marketing, public relations, education, health services, mental health and disability. All the trustees are Isle of Wight based and all have been DBS checked. Organisational structure

The charity trustees meet at a minimum of four times per year, with trustees on sub-committees meeting a further four times a year. The Chairman, Vice Chairman, Secretary and Treasurer are elected from their number.

Induction and training of new trustees

All new trustees receive a copy of the Constitution and undertake a DBS check. Charity Commission publications for trustees are made available as appropriate.

Public benefit statement

In setting the charity’s objectives and in establishing the charity and running it’s activities, trustees have considered the Charity Commission’s general guidance on public benefit. Risk

The trustees have assessed the major risks to which the charity is exposed, in particular those related to the operation and finances of the charity, and are satisfied that policies and systems are in place to mitigate any exposure to the major risks associated with seeking and obtaining funds. Budgets are set annually and monitored by the trustees.

Isle Access Annual Report Chair’s Report 2020/2021

IS Acce55 CEO Report As all charltles have found, 2020-21 has been a really ch4llengingyear, with most of it spent in lockdown. It has had a negative effett on our Provision of oui adapted Cycling proiecL as well as ourfvvdraisingand eamed Income. Most of our adapted wlists are classed as vulnerable 50 were carefully Isolatin& We use a 5POrts centre io delwerour cycling event5 allo thi5 was one of the last categories to reopen. However. the effect of isolatin8 and the lack of exerclse clearly affected some of the cyclr5ts afid theyfound st drffi¢ult to cope with. We have just restarted delfjvering the sessions a8aln using Strtct Covid secure measures. It Is duri*8 tiine5 like thls that we find reports such as this one, written by a parent of one of ourcycli5ts, so upliftin8 and rerninds us of the irnpart we're havlng.. Mattws Story (told hls Muml My son Matthew Is Autlstlc and noVerbal wlth leamin8 disabilr(ies. he wa$ 17 and had neveT ridden a btke befo when we took him along to the first Isle Acce5Strial blke sesslon. It was one of the rsghts of passage l alway5 thought as parents we would see. and as keen cydists ourselves we were looking forward to famify bike rldes tO8ether. However. Matthew never had the abilityto ride a tradttional bike. lackingthe cognitive abllityto keep balance, pedal and steer safety. We selected the Vanraam iaTrdem madel that was avallable at the sesslon as It %bvuld allow two rider5, glvin8one rider the steerfjng control. As it Is a trike. It remalns stable whlch was key as Matthew Is now mLKh the same sSze as us and we needed to ensure balance. On this blke you can choose to have one rider pedalllng or both, 50 If one rider lack5 the abllity to pedal. theycan 411 enjoythe rlde. To our amazement Matthewgot the Idea of pedallingvery quickly and we were doing laps around the court In r40 tlmel Forthe first tlme our 50n was rldln8 a bikel It was elating. This bike was on loan to Isle Access for the session frorn a 5imilarBroup in the New Forest. l offered to helpjan and the team atlsle kcess with the project as I was so inspired and wanted to help other indfvldu&15 have the opportunityto rlde a bike who may never had the opportunity before. At the second sessh)n we attended Matthew made a beeline forthe Same b¢ke, ttchlngto get movin81 The bike 15 extremely popular with attendees and there is often a wait to use it. Anotheryovng man called Callum who has leamin8 disabllr(ie5 had been riding the bike for sometiffje on his own so we asked him if he wotsld mind Matthew joining him. So. we stood back and literally watthed indepeTrdence in action- two young men with #ddittonal need5 ridinB a triketO8ether. reguirin8 teawTrwork. COrdInation and pedal power. Callum had the ability to steer. so together. by hawn8 the ac¢es5ible equiprnent, they could be independent in theor

IS Acce55 actlvlty. Matthew 15 unable to speak. he can follow baslc verbaj 1CtIOnS lth Callum gave lmalnty.keep pedall¥n8 Matthewll~l. As parents of special needschildren, e¥eTr Into adulthood, you need to step in and support them wtth most. if not all. actl¥itiÈs. To be able to stand back and watch the two of them in actksn was an imfflen5ely powerful and emotlonal experience. It was moTe than just ridin8 a blke.. It was teafflwork, indePendere and funl Fw me as Matthew's mum, thi5 proiect really has enabled. offered independence and given access. When people are given the right equipment and opportunttie5 50 rnuth is possible. Thanks to a match fundin8 grant from Slmpty Health. we were able to purchase thetsndem bike Matthew used. AnothÈrwelcomed grant from Erterge Me allowed usto buy extra helmets to help reiluce cr055 iThfectlon. We are all hopingthat the next yearwill 8et us back on our feet agaln andthat we can continueto grow the chaTtty. Our support for businesses and local or8anisations has begun #galn. We contlnue to offet advice on access and Inclusion, in order to fund our other actlvliles. None of our work and events would have been possible wthout the tremendous 5UPPOrt and help from our volunteers. for which we are extremely 8ratefvl. Jan Brookes CEO

IS Acce55 Page I I Independent examinatlon of Chailty Accounts by Angela Horton Isle Access CharityNumber 1178395 Dlre¢iiDn l.. Che(kwhetherthecharlty 4elbkto hèvean independnt?rninatIQ TheCharityi$elE%lblefDranindependent exbmin411onoftheif3ccount5anddo notrequiroafullaudit. Thegross Incomèi5belowth•(urrentthreShoOfÉ2soXWartd i5not¥n incorporatedcompary.The govrnidOCuMerttdD5 norsdpuL4tE th8¢thecharlty mustcornplete an ènnualaudlt. Dlr4rtion2.. Check for any conlllct Qf interest that prevents Ihe examlnèr frarn rarryh8 Oirt thir independent mina1. The Examin2rADgela HDrton has Th) closÈ personal I311&5hl5 wlth the tlustees that compromise independente. They hwentsday-iTrday Invts1veTht in thearninrstr?tn of thechJrity. irectloN3.. RecordItI Independent Examlnatbn. l thcumentation regardingtheapItmertl revlewandcondu51onoftheexaminationareavaiPaLqe forin5pectlnE. Acopy of thÈ4pprovedaccountsJndtrustèE5 reportls a150 available. Dern IECOTlthumentstheprOS&andVaIuat1tsnQfIhe Independentexamlnatlon, supportln8 documents 5uEh Js annual accounts. trustee CEO report5, tharity grnare were used durlng rectlon&. Pbnningthe IndependnteMInat14n. preparatnand annIn%l theexarnlnation ha5 beenCthWunedbYwVIIn8 previou5 independent reptsrts, financial 5taiu5. and annu4lirustee reporrs. The receipts pawment5 accountSng th2th wasèvailabth th&d@tslled trfal banCe, nomin41 dats rewrtSngand balansheei. TheChartyCommi55ion'sdÈtsi15 hEld andf led have aL%obeen u5edwhl15tplann1theeXaaU0n. DlrÈrtion5'. Checkthai accDumir* rec¢)rds are kÈpttothe required stsndard. AttntIn8orSaIe keptina dl¥tilftsrmaton accountint50ftwJre.theCEOhasknovAed¢eonthÈ system 3nd Is Supporred bythe treasurer on interweting the d3ta. The trustees have carned out Df theannual account5aTrd thetru5tee5wIII needto carryout and re¥lewthe annual accounts xumented theirfirKlngs In theannL4ltru%teWsrepDrt. IEOCTI

IS Acce55 Pa8e12 D1Ye£t1t 6.. Checkthatlheaccountsareconslstentwlth theactouThting rettsrds. AthDTDuEhthe¢k ofthefdl(hwin8fiDaMialSEatem2nt5and rKoid5 havebeen completed. $ckGÈneFal IEdwto'. Purchase itNoice5 paid-n0d5scpancleS lound Incomè rÈ¢ewed-no discrepancie5found Payroll de¢larattoDs-n4 diSCre(leSf0Urnd Creditor5¥nd debiors-no discpan¢1t$fQud JOurnal&ta accountln8 pro8ramme- nodlsÈrepancw&sfOuj Bank%tat8ments- no dIscpan¢1e$fOUMd CheckYrh)I lant0.. Bankstatoment5- balancetotal$4ree A$5et5- Re¢ordtd in8eneral ledier RestrirtÈd and unrestrKred furAs èle recordEd and used in accordonce fo the chèrltles governhg document. thrqction7: Not ap1CabtQCa5haTrd payments. Dlre£ikn 8.. Checkthe reè5onablÈnB55 of the54¥nificantestimÈte5&ndjudgmentsJnd accounting lie5 Used in 8ccountingforthe type50f held and in the wÈparatiuD of theaccount5. Th• a0¢$ are a fèttual rpOrt0f cash transattNm5 in the reporting peri¢d. rEa50nable Igrent ha5 ben mJde for fe5trKted and uDrestrirted fund5. 5epare charlty funds have been mrreth a¢cou¢lted for. DifKtion9'. CunsidErthefinaMal ort53ncesQflhe ChèrifyatthE endofthe rewtlwperitsd. rar¢no liabilitie5c<Jmirtg dvE. thetru5teesh8veldÈntsriedand ac(ountedforihefuture financial impli(ation$folh)WinEthEeconOmi¢changes¥th COVID-19. Dlr•th¢n 10.. Checktheforrn and contentof theaccountS. Thecharity ian 1awfu1lyprÈparet accountson cash & paymentsba515, thi55hould be1dentifd inthÈ8wemin8documEnt. IEOCTI

io IS Acce55 Pa8e13 Dlre(Wcrf 11 l&ntrfy item& from the anal1¢01 rwew of the ?¢c¢wits that Deed to be followed up for fher explanarionorevidence. Durin8t1 cour5È01 Èxaminatyon. no items were found in need of furtherexplanètion. there are nD significant changes from the previous rerthineperiod whith re4uiresfurther Investigatn. Grènt intDme remained on a slmllar level. Spend b up on the wevlws ar. COVIO-19 wlll ha¥ been fartor in btrth 55. DlrectloTh Il.. Cornpare trustees. anrvjal reportwtththÈ attOunt% No InconslsteDcle5 were identified when SCiutintsg trusteEs' annual report ag41t th nd of vear4ccounts.. however. novèlues hav bè*Th usèd inthe reporttocompare withtho actual rocordod incDme/expendiiure withinthe8Èntral lÈdEer accounts.A5econd reporting documentsupport5the trustee repOrtfroMt charl1& CEO. Dlrqttkn ts: lThYependeniexamlnaiionreptrrt. Pl&7 omPanyIn8doOjrnerttIEocf2 IEocn

li IS Acce55 ¥ MJ •112021. tr• reqLknMrrts oltrClwlb•sln 20111 Nrtl Th•(h•rtt vuws¢•n¥d•r th 4fi •AI 2011 xt•r4 mytnINliti1l I ID1V 41 thE•ppkblE llCWtyComn$%b)hvr$(tfi 145t5Mbl olthEKt. l&e IELX TII IL510 be ¥e•th6. nc•rt•rA¥Th ltholw P037 01 ioxoi

12 IS Acce55 CHARITY (OMMI5510N FOR ENGiAWJANDVdAiE5 Receipts and payments accounts C16a Forth• riod Section A Receipts and payments R4&thctsd ènt Told lund AIRq F.1 11,7OJ ARJ 12.741 yora¢*Ipts 117M AJpa l53J 461 19,70E rola1Y&Is ,791 $5,233 A6C¥6h fundBl••tWr•nd 19,TJO ¢GXxR14G¢mI9$) I2021

13 IS Acce55 Section B Statement of assets and liabililies at the end of the period RMtrf¢t•d Endibwnwrrt Cato00rf rund Bl ¢a8hfuf 135 Dvtslts tsil& DL)il B4Awi•rplaln•dforth Uabllll R¥iir CCXXR24Ecw*ISBI 1gAJ6W21

	Isle Access Financial Activities 01/05/2020 - 30/04/2021 Income Donations and fundraising Donations and fundraising:Donations - Ebay Donations and fundraising:Donations - Individual (Non Gift Aid) Donations and fundraising:Donations - Organisation/businesses Donations and fundraising:Hover Travel Sponsorshp Fundraising Grants - Restricted:UK Youth Grants - Unrestricted Grants -Restricted:Grant -SSE Investment Income:Bank interest - received Standard Earned Income Standard Earned Income:Accessibility Audits Standard Earned Income:Consultancy & mystery shopping Standard Earned Income:Services- other Unapplied Cash Payment Income Virtual Challenge sales Expenditure Cost of sales:Accessibility Audit Costs Cost of sales:Cost of Sales Cost of sales:Cost of sales- other services Cost of sales:Training events cost of sales Fundraising Event Costs:Cycle event costs Grant Expenditure - Unrestricted Grant Expenditure - Unrestricted:Postcode exp chains and barriers Grant Expenditure - Unrestricted:Postcode- Cycling Manager Grant Expenditure - Salaries / Wages General Support - restricted office costs General Support Costs:Insurance General Support Costs:Marketing/Promotional Materials General Support Costs:Meeting Costs General Support Costs:Office expenses, repairs & maintenance General Support Costs:Subscriptions General Support Costs:Sundry expenses General Support Costs:Telephone General Support Costs:Uncategorised Expense Governance:Accountancy Office/General Administrative Expenses			Unrestricted Restricted £ 10.86 £ 783.20 £ 1,084.26 £ 880.00 £ 2,020.00 £ 15.83 £ 9,550.00 £ 7,152.42 £ 10,750.00 £ 30.25 £ 170.74 £ 185.00 £ 250.00 £ 40.00 £ - £ 123.31 £ 12,745.87 £ 20,300.00 Unrestricted Restricted £ 80.00 £ 31.10 £768.62 £ 69.00 £ 20.85 £ 330.40 £ 176.75 £ 2,336.00 £ 5,856.00 £ 5,760.00 £ 1,061.03 £ 123.00 £ 105.00 £ 180.00 £ 420.00 £ 6.99 £ 363.63 £ 23.41 £ 507.75
				£ 12,745.87 £
				Unrestricted £ 80.00 £ 31.10 £768.62 £ 69.00 £ 20.85 £ 330.40 £ 176.75 £ 2,336.00 £ 1,061.03 £ 123.00 £ 105.00 £ 180.00 £ 420.00 £ 6.99 £ 363.63 £ 23.41 £ 507.75

	£ 488.80
£	7,092.33	£ 11,616.00

£	14,337.54
£	4,083.00
£	10,254.54

Our Sponsors

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Visit IOW
Shanklin
Rotary Club
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17 IS Acce55