2022-03-31-accounts

SUSTAINABILITY PARTNERS – ANNUAL REPORT 202122

1. Reference and administrative details of the charity, its trustees and advisers

Sustainability Partners, was registered with the Charity Commission on 22 May 2007, number 1119345.

Trustees during the year 2021-22 were: RHJ Hopwood (Managing Trustee), AL Hopwood, CR Hopwood and. MJ StJohn .

2. Structure, governance and management

The charity is a charitable trust, governed by a Declaration of Trust signed on 15 February 2007. It is managed by a board of trustees. All new grants and investments are approved by the board of trustees as a whole, payments are then made by the managing trustee using electronic banking. General administration, such as keeping records and accounts, dealing with correspondence and drafting reports for approval is the responsibility of the managing trustee.

Due to Covid restrictions, the board did not meet during the year, business was conducted by e-mail and telephone.

3. Financial Review

Income Increased by 10%, grant making reduced by a similar amount as there were fewer emergency appeals, and cash reserves doubled as the trustees prepared for an uncertain future.

Cash reserves are held in a deposit account.

Funds not required for short term use are invested in organisations which support the charity’s objectives. These include Oicocredit which supports micro-credit societies in many poor countries, Thrive Renewables which invests in renewable energy schemes in the UK, the Shared Interest Society which provides loan finance to fair trade organisations and Triodos Bank.

Changes to banking rules after Brexit mean that some of these funds, approximately £8000, are not realisable in the short term but they are expected to be released later this year and are still shown at full value in the accounts. The John Cleveland College withdrew

Sustainability Partners, 18 Woodlands Close, Dibden Purlieu, Southampton, SO45 4JG, UK

• [phone] admin@sustainability partners.org.uk

from the Community JCC Woodheat Cooperative when it became an academy. The Cooperative became Leicestershire Low Carbon Cooperative and is actively looking for appropriate investment opportunities. Our investment is £1569.

4. Funds held as custodian trustee on behalf of others

The charity does not hold funds on behalf of others.

5. Public benefit statement

The trustees confirm that they have had regard to the Charity Commission’s guidance on public benefit when approving grants and have managed the charity in accordance with the declaration of trust and approved objectives.

6. Objectives and activities

The charity’s objectives are:

1. To develop the capacity and skills of the members of socially and economically disadvantaged communities in such a way that they are better able to identify and help meet their needs and to participate more fully in society, in particular but not exclusively by supporting the development of self help associations.

2. To relieve financial hardship, either generally or individually, through the provision of grants, goods or services.

3. To promote the protection and sustainable use of the natural environment for the benefit of the public, through education, training and demonstration projects.

During the year we pursued these objectives by making grants to eight organisations in three countries:

Nicaragua

1. Los Angelitos , a youth music group in Esteli, aims to develop young people’s skills and self-confidence and counter the spread of gang culture. Members of the first intake are acting as tutors for the new students. Income from public performances helps to pay college fees.

2. Colibrí Initiativa Arte Infantil, also based in Esteli, is a youth theatre group using ‘Theatre of the Oppressed’ techniques to help young people explore their past and present situation while developing social skills and self-confidence. Following successful fundraising efforts they have refurbished

Sustainability Partners, 18 Woodlands Close, Dibden Purlieu, Southampton, SO45 4JG, UK

• [phone] admin@sustainability partners.org.uk

and redecorated their accommodation and expanded to include handicraft and cooking classes for adults.

1. Sunshine English School , aims to develop the selfconfidence and employment prospects of children and young people from a poor barrio in Esteli. The school is now firmly established; we support the day to day running costs. Our regular grant helps to compensate for the loss of tourist income due to the Covid pandemic.

2. Luz Verde Social Projects continue to support eco-tourism, vegetable gardens and other income generating projects plus a ‘Library Bus’ in the Miraflor Natural Reserve near Esteli.

3. Asociación Tierra is a Nicaraguan NGO associated with the La Mariposa language school and eco-hotel, based in La Concepcion. It works to protect and improve the local environment and provide sustainable employment for local people. Donations and grants reduced after the special appeals in the previous year.

Indonesia

1. Senang Hati is a local NGO started and run by disabled people in Gianyar, Bali. Our regular core funding grant covers the bills for electricity, gas, food and domestic supplies.

2. Ayu Indonesia is a local NGO based in Ruteng, Flores working with poor rural communities in Manggarai district. We supported a second project training rural health workers to combat stunting. As before our contribution released a larger grant from a bigger funder.

Moldova

1. Phoenix runs a day centre for disabled children in Riscani which provides care, company, stimulus and treatment to children who continue to live at home with their families and an old people’s home. We contribute to the core funding of the centre.

7. Achievements and performance

Sustainability Partners, 18 Woodlands Close, Dibden Purlieu, Southampton, SO45 4JG, UK

• [phone] admin@sustainability partners.org.uk

All in all this has been a successful year. Our partners have survived despite the restrictions imposed by the Covid 19 pandemic and continue to do valuable work in their communities. Cash reserves remained high and the overall financial position remains satisfactory.

Sustainability Partners, 18 Woodlands Close, Dibden Purlieu, Southampton, SO45 4JG, UK - [phone] admin@sustainability partners.org.uk

Annual accounts for the financial year 2021/22

----- Start of picture text -----
2020 -21
Opening balance
 Cash at bank 4274.89 4316.11
 Investments 14572.46 14890.04
 Loans outstanding 2136.00 2136.00
 Funds in Nicaragua 464.00 464.00
 Total 21447.35 21806.15
Income
 Donations – general 16705.00 9880.00
 Donations – restricted 16463.29 20334.48
 Interest & dividends 167.31 276.46
 Total 33335.60 30490.94
Grants
 General 10882.79 9418.32
 Restricted 16702.61 20789.44
 Total 27585.40 30207.76
Administration
 Bank charges 121.65 122.80
 Web site 201.60 201.60
 Travel costs 0 0
 Total 323.25 324.40
Asset changes (2136.00) (317.58)
Surplus (deficit) for the year 3290.95 (358.80)
Closing balance
 Cash at bank 9685.96 4274.89
 Investments 14572.46 14572.46
 Loans outstanding 0 2136.00
 Funds in Nicaragua 464.00 464.00
 Total 24738.30 21447.35
----- End of picture text -----

Note: GiftAid has been included in donation totals.

R H J Hopwood, Managing Trustee

Sustainability Partners, 18 Woodlands Close, Dibden Purlieu, Southampton, SO45 4JG, UK - [phone] admin@sustainability partners.org.uk

SUSTAINABILITY PARTNERS – ANNUAL REPORT 202122

1. Reference and administrative details of the charity, its trustees and advisers

Sustainability Partners, was registered with the Charity Commission on 22 May 2007, number 1119345.

Trustees during the year 2021-22 were: RHJ Hopwood (Managing Trustee), AL Hopwood, CR Hopwood and. MJ StJohn .

2. Structure, governance and management

The charity is a charitable trust, governed by a Declaration of Trust signed on 15 February 2007. It is managed by a board of trustees. All new grants and investments are approved by the board of trustees as a whole, payments are then made by the managing trustee using electronic banking. General administration, such as keeping records and accounts, dealing with correspondence and drafting reports for approval is the responsibility of the managing trustee.

Due to Covid restrictions, the board did not meet during the year, business was conducted by e-mail and telephone.

3. Financial Review

Income Increased by 10%, grant making reduced by a similar amount as there were fewer emergency appeals, and cash reserves doubled as the trustees prepared for an uncertain future.

Cash reserves are held in a deposit account.

Funds not required for short term use are invested in organisations which support the charity’s objectives. These include Oicocredit which supports micro-credit societies in many poor countries, Thrive Renewables which invests in renewable energy schemes in the UK, the Shared Interest Society which provides loan finance to fair trade organisations and Triodos Bank.

Changes to banking rules after Brexit mean that some of these funds, approximately £8000, are not realisable in the short term but they are expected to be released later this year and are still shown at full value in the accounts. The John Cleveland College withdrew

Sustainability Partners, 18 Woodlands Close, Dibden Purlieu, Southampton, SO45 4JG, UK

• [phone] admin@sustainability partners.org.uk

from the Community JCC Woodheat Cooperative when it became an academy. The Cooperative became Leicestershire Low Carbon Cooperative and is actively looking for appropriate investment opportunities. Our investment is £1569.

4. Funds held as custodian trustee on behalf of others

The charity does not hold funds on behalf of others.

5. Public benefit statement

The trustees confirm that they have had regard to the Charity Commission’s guidance on public benefit when approving grants and have managed the charity in accordance with the declaration of trust and approved objectives.

6. Objectives and activities

The charity’s objectives are:

1. To develop the capacity and skills of the members of socially and economically disadvantaged communities in such a way that they are better able to identify and help meet their needs and to participate more fully in society, in particular but not exclusively by supporting the development of self help associations.

2. To relieve financial hardship, either generally or individually, through the provision of grants, goods or services.

3. To promote the protection and sustainable use of the natural environment for the benefit of the public, through education, training and demonstration projects.

During the year we pursued these objectives by making grants to eight organisations in three countries:

Nicaragua

1. Los Angelitos , a youth music group in Esteli, aims to develop young people’s skills and self-confidence and counter the spread of gang culture. Members of the first intake are acting as tutors for the new students. Income from public performances helps to pay college fees.

2. Colibrí Initiativa Arte Infantil, also based in Esteli, is a youth theatre group using ‘Theatre of the Oppressed’ techniques to help young people explore their past and present situation while developing social skills and self-confidence. Following successful fundraising efforts they have refurbished

Sustainability Partners, 18 Woodlands Close, Dibden Purlieu, Southampton, SO45 4JG, UK

• [phone] admin@sustainability partners.org.uk

and redecorated their accommodation and expanded to include handicraft and cooking classes for adults.

1. Sunshine English School , aims to develop the selfconfidence and employment prospects of children and young people from a poor barrio in Esteli. The school is now firmly established; we support the day to day running costs. Our regular grant helps to compensate for the loss of tourist income due to the Covid pandemic.

2. Luz Verde Social Projects continue to support eco-tourism, vegetable gardens and other income generating projects plus a ‘Library Bus’ in the Miraflor Natural Reserve near Esteli.

3. Asociación Tierra is a Nicaraguan NGO associated with the La Mariposa language school and eco-hotel, based in La Concepcion. It works to protect and improve the local environment and provide sustainable employment for local people. Donations and grants reduced after the special appeals in the previous year.

Indonesia

1. Senang Hati is a local NGO started and run by disabled people in Gianyar, Bali. Our regular core funding grant covers the bills for electricity, gas, food and domestic supplies.

2. Ayu Indonesia is a local NGO based in Ruteng, Flores working with poor rural communities in Manggarai district. We supported a second project training rural health workers to combat stunting. As before our contribution released a larger grant from a bigger funder.

Moldova

1. Phoenix runs a day centre for disabled children in Riscani which provides care, company, stimulus and treatment to children who continue to live at home with their families and an old people’s home. We contribute to the core funding of the centre.

7. Achievements and performance

Sustainability Partners, 18 Woodlands Close, Dibden Purlieu, Southampton, SO45 4JG, UK

• [phone] admin@sustainability partners.org.uk

All in all this has been a successful year. Our partners have survived despite the restrictions imposed by the Covid 19 pandemic and continue to do valuable work in their communities. Cash reserves remained high and the overall financial position remains satisfactory.

Sustainability Partners, 18 Woodlands Close, Dibden Purlieu, Southampton, SO45 4JG, UK - [phone] admin@sustainability partners.org.uk

Annual accounts for the financial year 2021/22

----- Start of picture text -----
2020 -21
Opening balance
 Cash at bank 4274.89 4316.11
 Investments 14572.46 14890.04
 Loans outstanding 2136.00 2136.00
 Funds in Nicaragua 464.00 464.00
 Total 21447.35 21806.15
Income
 Donations – general 16705.00 9880.00
 Donations – restricted 16463.29 20334.48
 Interest & dividends 167.31 276.46
 Total 33335.60 30490.94
Grants
 General 10882.79 9418.32
 Restricted 16702.61 20789.44
 Total 27585.40 30207.76
Administration
 Bank charges 121.65 122.80
 Web site 201.60 201.60
 Travel costs 0 0
 Total 323.25 324.40
Asset changes (2136.00) (317.58)
Surplus (deficit) for the year 3290.95 (358.80)
Closing balance
 Cash at bank 9685.96 4274.89
 Investments 14572.46 14572.46
 Loans outstanding 0 2136.00
 Funds in Nicaragua 464.00 464.00
 Total 24738.30 21447.35
----- End of picture text -----

Note: GiftAid has been included in donation totals.

R H J Hopwood, Managing Trustee

Sustainability Partners, 18 Woodlands Close, Dibden Purlieu, Southampton, SO45 4JG, UK - [phone] admin@sustainability partners.org.uk

CHARITY COMMISSION FOR ENGLAND AND WALES Independent examiner's report on the accounts Sectlon A Independent Examlnerfs Report Report to the trusteesl members of Sustainability Partners On accounts for the year ended 31 March 2022 Charlty no (if any) 1119345 Set out on pages Thls pag9 and pag• 4 of tho Trust￿5. Annual R¢port I report to the trustees on my examination of the accounts of the above charity {"the Trust") for the year ended 3110312022. Responsibilities and As the charity trustees of the Trust, you are responsible for the preparation basls of report of the accounts in accordance with the requirements of the Charities Act 2011 (°the Act"). I report in respect of my examination of the Trust's accounts carried out under section 145 of the 2011 Act and in carying out my examination, I have followed the applicable Directions given by the Charity Commission under section 145{5)(b) of the Act. I have completed my examination. I confinn that no malerial matters have come to my attention in connection with the examination which gives me cause to believe thal in, any material respect: accounting records were not kept in accordance with section 130 of the Act or the accounts do not accord with the accounting records Independent examinerfs statement I have no concems and have come across no other matters in conneclion with the examination to which attention should be drawn in order to enable a proper understanding of the accounts to be reached. Signed: Date: 22 Name: Patrick Michael O'Grady Relevant professlonal qualification(s) or body (if any): FCIS FCG (Chartered Governance Institute UK & Ireland) Member No: 3010123 . Address: 51 Beverfey Hill&Park - Porton Road Amesbury SP4 7LQ IER October 2018