2023-04-30-accounts

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Isle Access

Charitable Incorporated Organisation Charity Number 1178395

Annual Report and Financial Statements

For the Period May 2022 to April 20 23

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Annual Accounts for the period ended 30th April 20 22

Contents	Page
Administrative and Legal Information	3
TrusteesAnnualReport	4
Chair’s Report	5
CEO Report	7
Independent Examiners Report	9
Receipts and Payments	13
Statement of Assets and Liabilities	14
Sponsors	15

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Isle Access

Administrative & Legal Information for the period Ended 30th April 2022

Charity Name: Isle Access

Charity Registration Number: 1178395

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

Trustees:

Moira Sugden May 2019 - Ongoing Chair Jonathon Giemza-Pipe April 2018 - Ongoing Secretary Helen Thornton Jan 2019 – November 2022 Steve Gibbs Aug 2020 – Ongoing Treasurer Tony Steyger April 2022 – Ongoing Tony Tizzard July 2022 – February 2023 Sue Cox May 2022 – Ongoing

Chief Executive Office: Jan Brookes 15/5/18 – Ongoing

Independent Examiner: Donna-Leigh Penberthy MICB

My Bookkeepers Online 16 Chatfield Lodge Isle of Wight PO30 1XR

Independent Bookkeeper: Angela Horton

78 Carter Avenue Shanklin, Isle of Wight, PO37 7NG

Bank: Santander Bank CAF Bank Bridle Road 25 Kings Hill Ave Bootle Kings Hill L30 4GB West Malting Kent ME194JQ

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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 2022 to 30th April 2023..

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.

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Isle Access Annual Report 2022-2023 Chair’s Report

Having been involved with the charity for many years now in various capacities and now Chair, it gives me great pleasure to write the introduction to this years’ Financial Report.

The charity 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 a number of cycling events during the year has shown that there is a real appetite for inclusivity within not only the residents of the island, but also those visiting. Seeing the reaction, not only those using the adapted bikes, but also 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.

Several members of Isle Access led by CEO Jan Brookes were involved in a whole Island scoping exercise and planning group which led to the Inclusive Island event, several members of Isle Access presented to the participants of the event. This work continues involving even more Island charities .

Links have been made and strengthened with a variety of businesses and charities on the Island, looking forward to these links bringing in more interest and resources to Isle Access.

Business links are maintained with the Chamber of Commerce Isle of Wight and also various business networking groups, many new options and enquiries have arisen from these links and are found to be beneficial.

Isle Access continues to undertake audits to advice businesses and organisations on their compatibility with the Equality Act (2010) and gives advice on how to upgrade their premises to be more inclusive.

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Advice is sought and responded to from groups, individuals, families and businesses/organisations, this is undertaken but online connections, social media and telephone enquiries.

The charity continues to be based at 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 Volunteers 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. The new volunteers have especially brought fund raising ideas in to the discussions and bingo nights and sponsored activities look set to keep the charity afloat despite the need for extra resources,

In light of the changing face of all charitable activities, Isle Access continues to revolve around the provision of cycling as a means to encourage greater accessibility and inclusivity on the Isle of Wight. 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. There will be more input into strategy from service users as well,

Moira Sugden 1.6.23

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CEO Report 2022-23

We have made progress on various projects this year:

1. Cycling (Isle Riders)

We continue to provide monthly sessions for anyone who cannot ride a 2 wheeled bike. Our summer sessions are held in a safe environment in Newport, and we use a sports hall in the winter. This allows us to continue providing an activity throughout months when other activities are not available.

The local college also asked us to provide the cycles for a well being session for their Pathways department. This was well received, and we look forward to providing further sessions.

At our annual strategy day, it was suggested that we start an Isle Riders Club. This will be actioned in the coming year.

2. Access Audits

We have continued to provide access audits for various organisations hon the Island. The reports highlight current accessibility for people with all disabilities and provides suggestions for improvement.

3. Inclusive Tourism Strategy

This project concluded with a one-day conference focusing on employment. The Isle of Wight Council are continuing with improving access to employment for disabled people.

4. Visit Isle of Wight

Our local Destination Management Organisation (DMO) commissioned us to provide a list of accommodations and venues that had accessible features for people with different disabilities. They will be publishing a guide on their website to enable people to find suitable accommodation.

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5. Grant

A Isle of Wight Council have provided us with a grant of £5,000 to produce a film about Young people’s mental health. The film will be made in June/July.

6. Volunteers and Trustees

All our work has been made possible with the continued work of our volunteers and trustees. We are very grateful for their support.

Signed Jan Brookes

Date 01/06/2023

Pa8e I I Indep2ndent examIne￿$ rewrttotheiru$tee$of151eActtss Charfty 1178395 I report to the trustees on myekamination of the accounts of Isle Access Iihe Charityl for the period ending April 2023. R•$ponslbllltses and b&51s of report Asthe Charfty trustee5you are responslbk forthe prepara￿On of the accounts In accordan with the rÈquiremeDts of the Charities Aci 20111.the Act'l. The Charities trustees conslder that an audit is not required for this year under sÈctlon 144 of the Charities Act 2011 and that an ndepend￿t examination Is needed. l ￿port in respect of my examination of the CharIt￿5 account5carrled out under section 145 of the 2011 Act and in carying out myexamination I hawe followed all the applicable Dirertions 8iven by the Charitycommission under section 14515llbl of theAct. (See doc IEOC TII Independent•xamlnerf$ stat•ment I have completed my examination. I conflrm that M material matters ha¥e come io my attention in connectt¢n wrfth the examination 8lvlng me cause to believe that in any materlal respect.. l. Accounting records were not kept in respect of the Chorltyas reoulred by sedion lao of the Att., or 2. The accounts do not 8teord with those records. I have no concerns and have come across no other maiters in connection with the examinatlon to which attentlon shtruld be drawn in thls report in order toerkab￿ a proper understandin8of the atcount5 to be reached. Sned.. ?•X•W DL Penberthy MICB 16 Chaffield Lodge Newport Isle of Wi8h P030 IXR 24 07 2023 IEocf2

io Inde endent examination of Charit Accounts b D L Penberth isle Access Charity NumbÈr 1178395 tyrertlonl: Check whetherthe charity ts eU8lble to have an IDdependeni e%amlna¢ion. Thechatlty 1$eI￿lbIefof4rt Independent examlnatlon of thelr a¢cnunts and do noi requlre a full ¥udit. The ir05$ inc(wne 15 belvw the ¢urrentthreshold of £250.OW and ts not an incorpDrated tompany. The8ovErnin8 d(Kurnpnl doe5 not Stipulate thatthp ¢harity must tomplete an annual oudtt. txrertlon Z.. Check for anyconfllrtof Interest that preventsthe examiner from Outiheir independent examinati￿. The EyamlnerOonna-Leh Penberthy has no Close pEr50nal relatK)nship5 With thetrustèÈs that compromtse indÈpendefjce. They have noday-to-day involvement lnthe3dtninistrat￿￿ of the tharity. rArertlon 3.. Recordln8the Independent Èxamination. I documentatlon re8ardin6 thÈ appointmènt, re￿¢w8nd ¢Y)ncly5ion ofthe evrnin¥tion are a¥alLib￿for insperting. Acopyofthe approved accounts and Iruslees report is a150 avallabk. Docyjment IECO Tl documentsthe process and valuation ofthe independent examination, 5UPPOrting documents such as annual acC￿nts, trustee and CEO reports, ¢haritygovernance was used durin8 the exarnination. txrertlon 4L' P￿nning the Independent examination. Preparntlon and plannlnz of the examSnatlon has bÈÈn conduded by r￿VieW1n8 prevlous i￿￿ependent reports, financial statU5. annualtrustee reports. The ￿(eIpts and payments accountifg Method wa5 availabk ￿th thedetalledtri•l balance. nominal data rewrtinKand b31ancesheet. The CharltyC¢ynmtss￿n's dÈtai15 held andfiled have also been used whi15t rAarsnin8 the exèmination. Ixrertlon S: Chth that accountlnÈ reeordsarekeptto the ￿QUIred standard. Ateountingretords a￿ kept in a dl8ltal format on a¢countln8software, Ihe CEO has knowledge on the systm and issupported bYth￿ trea5ureron Interpreiingth¢ dat4. The 1rusie￿ have carrled out a Tevtewof the annual acc(￿nts and thetrustees will need to carryoui and ￿￿wth4n￿U￿l accounts do¢umeDted theiTflndln8S in the annualtrustee's IEOCTI

li tlrartlon 6.. theckthattheaixounts arteoh$i%tent withthe accountin8 record5. Athoroush check of the followln8financial stemtyts and record5 have been wrnpleted. Check General led8erto.' Purchase invoiies paid- nodiscrepanciesfound Income recewed- no discrepancies found Payroll declarations- no dlscrepancies found Crediiors and debtors- no dL$crepanC￿ found Journèlsto accounting programme- no dL4¢repancs found Bank s¢atements- nodtsuepantie5 found Chetk Tri•1 balance to= Bank statèmehts- ba￿￿￿ tota15 agree A5sets- Recorded in 8eneral ledger REStritted and unrestriLed funds arerec¢rded and used in accordan￿ with the charTtie$8ovemin8 document. txrertlon P. ¢rua15 basls Not appucabletocash and payment5. L%rertlon 8: theckthe rea50Dableness of the Si8nrficant estimate5 and ludBments and awuntingpolicies used in accountingforthetypes of fund held and in the prèparation of the accounts. The 3ccountsare a factual report of cash transaction5 in the reporting period, reasonable I￿Ement has been made forrestricted and ttnrestricted funds. Separate charity fvnds have been correttiyaccounted for. fealon 9.. ConsKler the flnanclal clrcumsrances of the Charltyat iheend olthtr reportln8 perfod. There ère minimel liabllitles tomlngdue lorthe perlDd endlnÈ 30 04 2023. Aloan the CEO ol £I,ONJ ha5 been recorded in the accounts Dlrertion 10.. Checkthe forrn a￿1 content oftheaccounts. The charitycan lawfully preparEthe accounts C￿ the tash & payment5 basts, th￿ 5houk4 be identrfied intheBovernin8 document. IEOCTI

12 rectlon 11 Identrfy ￿eM5froM the anatytl¢al reviewof thea¢¢ountsthat néedto be fo1￿￿ed up forfurther expLgnatbn orevideneè. Durin8 thÈ tour5eof the examinat￿n. no Stemswere found in need of further explanatlon, there are DD 5¥nrficant change5 from the prevbus WPDrtingperlod which requiresfurther investigation, Grant irKome reduced sff4nrfi¢•nttytherefore spending redu￿t0 refiectth￿. Nomajoras5et5 were purchas￿ bythe charity in the period 202212023. compartthet￿SteeS, annual reportwfth the a¢¢￿J￿ts Report not ￿sUed,. cofflparlson not avallableai ihbtlme 24 07 2023. Dirertiw 13.. Independent wmlThatlon report. ase seeaccompanyini d0￿Ment IEOCT2 IEOCTI

13 CHARITY COMMISSION FOR ENGLAND AND WALES 1178Jg3 Receipts and payménts accounts CC168 F¢ir tho porfod To Section A Receipts and paymènts Unr8Strict&d Rèstricted frjnos Fttdowrnent (utsd$ A1 Recel Puidisl IÈ 2244 Sub I￿1(Gro￿S Incom& forAR) A2AMet and Imts4ntsal85,1¥ IE,rn ¥14J Sub total i¥.t 18A65 34.1 70,926 Pa mgnt• 7￿￿￿ 19,246 4.045 21,# 38,Qlb 6￿0 1971 6AIT Sub total 25,1ts4 A4A$$g1 ItMthqntpurcha•è•. lsee iabkl ¢)m¢¢ Egul￿n￿￿t Sub tOl•l 1i040 2S,534 B2. Il•tolrn¢•lptsiiptym•nts) . AsTrI￿$1¥￿ botW••￿ funds AICaBh fund• l¥vtVo•rond 7.169 68 10.783 11A71 68 ,243 18.708 J.95S 15,706 CCXXR1 2410712023

14 Se¢tTron B St3tement of assets and liabilitie5 at the end of the period Unrostrictvd fund$ R$trittÈd lund Endowm•nt funds Catego￿￿ tOn￿rnEt£ Ca8hft)d 1h&PE￿al 237 ToW¢4sh fvnds 7.354 R•alrlcl•d funds lor￿r•￿È E￿d0￿mI fund• lund• Dgts51É CuTrwlv•l È3 1n¥tsb￿Tht￿$ts Culr4nt¥DIuw BdA••i* r•t•lrMI IoTthe ¢h•rlty• vm UB• 11.IF7 2.1SD F￿￿toWh￿h O•ta116 PAYE JBLO S¥￿Ure P￿t Name Dèteof approval C￿x R2 ￿(￿￿LI(s$> 24107￿023

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Our Sponsors

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Visit IOW
Shanklin
Rotary Club
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