2022-04-30-accounts

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Isle Access

Charitable Incorporated Organisation Charity Number 1178395

Annual Report and Financial Statements

For the Period May 2021 to April 20 22

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Annual Accounts for the period ended 30th April 20 21

Contents	Page
Administrative and Legal Information	3
TrusteesAnnualReport	4
Chair’s Report	5
CEO Report	7
Independent Examiners Report	8
Receipts and Payments	12
Statement of Assets and Liabilities	13
Sponsors	14

Isle Access

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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:

David Simon 04/08/20 – 01/04/22 Chair Moira Sugden 26/01/19 - Ongoing Chair Jonathon Giemza-Pipe 01/04/18 - Ongoing Secretary Helen Thornton 26/01/19 - Ongoing Trustee Steve Gibbs 04/08/20 – Ongoing Treasurer Katy Leslie 04/05/21 – 15/03/22 Nick Winford 04/05/21 – 07/10/21

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

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ISLE ACCESS – CHAMPIONING ACCESS FOR ALL

The Trustees present their report and the financial statements of the charity for the period 1[st] May 2021 to 30th April 2022.

Objectives and Activities

1. 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.

2. 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.

3. 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.

4. 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.

5. 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.

IS￿ Access Ch*mplonlniA¢¢essl•rAII I•￿ Ac Annual Re hairf8 2021.2022 Having been involved with the charity for over 5 years now and recently become Chair, it gives me great pleasure to write the introduction to this years, Annual Report. The tharity has continued to grow in influence on the Isle of Wight, led by CEO Jan Brookes, providing events. especially around adapted cycling in pursuit of greater accessibility for all to the Isle of Wight. Of particular note, the purchasing of adapted bikes and the running of number of cycling events during the year has shown that there is real appetite for inclusivity within not only the residents of the island, but also those visiting. Seeing the reattion, not only those using the adapted bikes. but a150 their families and friends, showed that the charity has most certainly identified a key need,. participation. The adapted bikes allowed the riders to enjoy the sheer joy of being able to take part in an activity that many take for granted. An event at the Isle of Wight College worked well to continue to raise the profile of Isle Access and introduce new riders to the adapted bikes. Links have been made and strengthened with a variety of businesses and charities on the151and and also the mainland, looking forward to these links bringing in more interest and resources to Isle Access. The charity is now based as the Island Riding Centre and in an office which meets the needs of those working and visiting it. Jan as CEO works from here supported regularly by administration support in Zoe Threadgill and Volunteer5 organiser Marie Mitchell. Volunteer numbers fluctuate with many charities reporting the need for more resources and volunteers, however we have had some new volunteers join which is beneficial. tsle Access 15 a Registered Charity. Number 1178395 Re8istered Address.. The Rustlin￿, East Hill Road. Ryde, P033 ILU

IS￿ Access Championlni A¢cessfarAII There have been discussions with Shopmobility in Newport to take over this provision which would be seen to be allied with the charities vision and we await developments. Plans are also underway to start an employment project, alongside Isle of Wight Council's current provision. In light of the changing face of all charitable artivitle5, Isle Access continues to revolve around the provision of cycling as a means to encourage greater accessibility and inclusivity on the Isle of Wi8ht. Whilst the coming months will undoubtedly be challenging, the vision of Isle Access to promote inclusivity will become even more Important, not only to those wishing to do more on the island, but also to local businesses. Molra Sugden Signed.. Date: U.kc> . 20IL IsleAcos5 is a Re8lstered Charity, Number 1178395 RegisteredAddfes5'. The Rustlings, East Hill Road, Ryde, P033 ILU

IS￿ Access Champlonlng AC￿$$ for￿1 CEO Reptsrt 2021- 22 Covid has had quite an impact on us. Not only have we had to restrirt the cycling events but we have lost some of our regular cyclists. The number of cyclists is slowly recovering and we have a new outside venue in a more central l(xation. We are very grateful to Isle of Wight Council for granting us £25,(KJO to set up Cycling for Wellbeing project. Heading into winter was a dlfficult time to entice people with long term health conditions to take up the offer of cycling in peer groups, and our co-ordinator left during the winter fo¥ health reasons. We are hoping to revfve the project again in Spring 2023. We are now blessed with 2 admin support workers, whlch has been a great help to us. With the support from Isle of Wight Council, and a consultant supplied bv them, we have worked on producin8 an Inclusive Tourism Strategy for the Island. Many151and businesses and organisations took part. It has been a very Interesting project that has prodU￿d idea5 on improving access and inclusion. One of the identlfled barriers Is èmploymènt. Listening to people with disabilities wè have identified a project to assist those who can work independently into employment. We will be working closely with Isle of Wight Council We also plan to open a Shopmoblllty Scheme In Ryde Interchange and planning to open this in Spring 2023. Again, none of our achlevements would have been possible without the support of our volunteers. Thank you everyone. Signed: Date". I￿e Acces5 is a Re8lStered Charty, Number 1178395 Re&stered Address.. The Rustlin8s. East Hill Road, Ryde, P033 ILU

IS￿ Access PaiE 11 i ¢tPDTttothEtrusreeson rny•Y•Ml￿oltht8¢Q)LltsofweAt￿S5lthO ￿￿¥)f￿￿1￿er1Qd efyjlry3￿ APrtI 2021. Asthecharltytn￿IttsY0U￿TY rwF¥JnwbleforthepreparnUonoftheAccaunts IA8¢￿rda￿￿W1th reouwernentsofthÈ Charltl4t20111'theAcVI.The Charfts trustse$(ortsknthat èn8udh' noiroqulred forth￿￿aru￿dqr￿ctknft 144 tsftheCh•ritR5Art 1011 ind thitan IndÈpendert èpxlhatton tsneeded. I rEpprtin respectof m¥Èx4fhlnatk)n 0ftheCh3rft￿SacÈ0U￿ts¢ètt￿dQVtunder5ertknn 14501 the 2011Act and inc8rryinB OUtmyexamln•tltyn I have fr)Ilowed aIltheap￿lts￿e (hrttk>r￿8kn theChJrftyCommksknn undErsettlon 14515llbl ottheAct. lseethx IELK I hweeompknd myexamlnath)n. i eohftrrn thatnornaterfolmatt•rs hrt¢xxTh￿tO ryittenrionln connecthjnwtth theeMmknalonthln8 C4useto b21kn thatlnanym&trf31 re5FeLL L Awouffli￿fetVdStrt keptln respertof1￿ be ￿l¢hed. AnBeLI Hort¢n 78 cart•rA¥￿ Shanklln IS￿ ofWv4ht P0977Nfj IEOCT2

IS￿ Access derteKamlnlon of Charf Accounts b l$l•Acre55 awrfty Nurn￿r 1178395 Dlrectlohl.. heckwhherthecharftyls elli1b￿ to haveèn independentexamlnatknn. The CharSty 5se11qi￿ef0ran indepÈndÈntexamination Df their accounts and do notrEquire a full udit. Thegr055 Incorne 15 belowthecurrentthreshold of £250.￿ aod Isnotan Incorporated <ompany.The84YeminidtsÈumEnt dlle5not5t1pu￿t￿th1tlher￿rityrnu5l¢OTrplete 8Th4nn￿l udit. Dlrertl0Th2'. Check lorAny£onfll¢t of Inlerestthatpreventstheexamlfierfrom cOW￿0U1 the]r Independem Èxamination ThÈ ExaminErAn8eL4 Horton ha5 no cknsepersonal rebtionshipswth thetruStetsthat¢lJmpromi Independnte. Tly have no day-trday invofvement In the administration of thecharity. DlrnrtlDTrJ.. REtordin8thE independenrexarnlnatbjn. I documentatlon reiardifilthe appDintrnent. review and COn￿￿510n olthe examination are 113blefor Inspectlnz. A ¢otyofthÈ aPWDved ac¢ounrs4ndiru5rees reportlsakn avallable. Documem IECOTI documÈntsthE pr(wandvaluatlon of the Inoependent examlMtK)n, SUPPOrtlns documentssuth a5annuJl accounts.tNstee and CEO reports,chaYityio¥emahcewtrè used duringthÈ Examination. DlrectloTh4.' Plannlni thelndÈpÈnd*ntexJmin4iKTrn. Pre￿rat￿n and plaftnln# of theexamlnatlvn h)5 beenconducted by ￿vIeW1n¢pre￿OuS IndEpenthnt reports.financial statu5. and annual trustee reports. Thè rÈcÈiPtS and payments•ccountln8rnÈtWwas aval￿blewrththe detailedtr￿1 balance. rhornh•l dats reportin8 and balan￿$he&L TheCharityComrnission'sdetaiL% hèkl andfiled have a150 been used wh1lrtp￿Artl￿the examlnatlon. Check that ac¢ounUni record%are kepttotkrt requSred stsnthrd. iountin8 records are kept In a diBital fomaton aCCOuntinE5oftw3re.the CEO has knowledieon the 5Y5tem and 5UPPQrted bythetre?5ureron interpretlThÈ the data Thetrustees ha¥ecarriÈd tsut a wlewof theannual aCCOuntSand thetru51eeswIII Deed tocatryout and re¥lew the annual accounts d￿￿rneD￿d theirfindin85 Int1￿ annual trustee's report. IEocn

io IS￿ Access Page 12 theckthatthexcounts at•¢tsn￿StentWtthIhe acc0tsnti￿ rEcord% AthDrDuthcheck 0ftbef￿10Wln4￿nandal ststementsand records h3￿be¢ll cornpleted. ChÈckGeneral led8erio'. Pur£￿se itNoices p41d-rod5sc￿￿nC1Esf0Und Income rEceNed- Do dlscrepantlesfound Payroll declaratlons- no d￿cre￿ancIeSIfjUThj Creditorsanddebtors-no discrepanclesfound Journals to ac£ountins prryr3mme-no dlxrepanc￿51¢uTrd Bank statements-no dlxrepandesfound theckTrf41 balJncetc'. Bank5tatements-balance tots15a8ree AssetS-ReCor￿ in Èenefal ledyr Restrlcied and unrestrttted fund5 are r￿Orded and used In accordaTrcetothÈthJfftlessovemin8 dwumem. rKUon7- Not ?ppllcaNetocash&nd p3yrents. Dlrethon 8.. thEckthe re450nableTressof the￿8n￿COntestIM2tes andlud8mentsand actounVn8 Olcles Lwd In accountinifDrthe typesof fvndshddand inihe preparatK>n of theaccounts. Theaccountsare a tsctual reportofta5hir4nSaCtknns in the reporuni period, re4sonableludwent hJs been madE forre5trlcted and tsnre5tr1tted funds. Separ*e thartyfurKlshayE been correctty accounied for. rectloh9.. COnsSderthÈfinancialdrcun￿an￿￿oI the Char￿atthE end ofthe rewrtingperS0d. Thereare nollabllitiestotnins due,Ihetrustees Ioentlfled ahd accounted forthefuture flnanclal iM￿lCa￿O￿fol￿X￿ft8 economScchan8eswlth cov1￿19. rectlon 10.. Check the form andconrentof thèaccpun ThecharItycan14wfvl￿prep4r￿tht￿CMu￿tsQnth2 cash & paymentsbasts,thiS5hould be Identlfled inthe8vrfemlni documEnt. IEocn

li IS￿ Access PJBe 13 Dlrectlon 11 Identifyitem5 Iromthp analytkal reviewof the 3ttts￿nts thatnÈÈdto ￿follOwed upfDrfurther la￿tIon orew&nce. Ourin¥thecour5e of theexamination. no tiem5werefoutbd in need of furthÈrexplanation. thÈrÈ are no tha￿￿5fromthe previous rewrtin8perlod whiihrequlres further Investlgatlon. Grènt incarne remained on4s1mllarl&￿1. Spend is on theprerfKwsyear.COVID-19will beena factorln both ca*5. On 11.. Comwre th￿t￿￿te￿an￿￿oI reportwththeattourtts Nolnconsi5tencleswere Idwrified ¥JhÈn scrutln1si￿thetrUslee< annual reportaealn5ttheend of vearaccount5,. however. nov8lues havebeen used In the report to comparewlth the2ctual rEcarded Incomelexpendlturewithln thegeneral led8Èr3Ctovnts. A secondreportins docurnent SUFvortst￿trVstee reportfrurn thecharit￿5 CEO. Independent examination ￿￿rt. p￿aseS￿e4CCompa￿vlllId0cu￿Èrtt IEOCT2 IEOCTI

12 IS￿ Access CIWITY COMMISSION O*ENfJLANDAND VIALÉS Recei tsand ents accounts CC16a Forth• pwltsd To Scction A Receipts and payments rth ￿1ft￿ 1•4 SublothllGroSsh￿M fwARJ H745 17,175 15 191 to 75.713 22.191 1,219 24,2JJ 11.079 4243 31￿￿)

13 IS￿ Access Section 8 Staternenl of assets and liabilities al the Ènd of the period Endowmvnt 81 CuhfwKI• Jnd ¢o#(rowi 110 PATrEII4PALwth1 11 Iqoi QA o LrQ k Icj. I cCK¥R2wxa￿<8$

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Our Sponsors

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Visit IOW
Shanklin
Rotary Club
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