Trustees’ Annual Report for the period
From: Period start date 01.05 2022 To: Period end date 30.04.2023
Charity name: Sapphire Partnership
Charity registration number: 1198889
Objectives and Activities
| SORP reference | ||
|---|---|---|
| Summary of the purposes of the charity as set out in its governing document |
Para 1.17 | To promote social inclusion for the public benefit among people with additional needs(see* definition below)between the age of 18 to 35 who are socially excluded from society or parts of society as a result of their additional needs by: Encouraging independence and building social skills and self- development Facilitating a safe forum for family members of young adults with additional needs to use their personal experiences to share and offer opportunities to learn and develop. Promoting a holistic approach to support young adults with additional needs and their families Definition: “Additional Needs*” relates to any young adult with developmental, physical, learning, behavioural or sensory challenges who can have their needs easily met as they work towards their independence. |
| Summary of the main activities in relation to those purposes for the public benefit, in particular, the activities, projects or services identified in the accounts. |
Para 1.17 and 1.19 |
The service on offer at Sapphire Partnership provides support to young adults aged 18-35 with additional needs within the Greater Manchester area, giving priority to those living in the Bolton borough. Sapphire provides an ‘adult’ environment for young people who really want to develop or increase their confidence and |
| ability to live independently. We enable them to take responsibility for their own lives, recognise the choices they can make, support the decisions they choose, build resilience, incorporate healthy lifestyle choices, and increase their emotional intelligence by introducing mindfulness strategies. By providing an environment where they feel a sense of belonging and by creating an atmosphere where they can talk and feel they are listened to has reduced some of the anxiety and isolation they feel. By applying a consistent approach, we provide routine and clear structure to the day. Attending Sapphire has provided them with routine, familiarity, security, and friendships. We provide the following activities to facilitate a range of interventions:- Taster sessions in various life skills activities e.g., cooking, cleaning, washing and the importance of personal hygiene. Community based activities such as a shopping to buy food, clothes, paying bills, accessing local dentist, doctors, and leisure facilities. Creative and experiential activity sessions to develop teamwork, problem solving, decision making, confidence and communication skills. Discreet time to ensure the individuals using the service can reflect on their personal progress or identify future needs. Participate in events that support their understanding of fundraising, enabling them to plan, make decisions and develop organisational skills. Take part in community-based activities including volunteering, to foster their independence and value the contribution they can make to local communities and the wider society. Take part in a range of visits to experience various environments, cultures and meet new people, thereby increase the development of their life skills, personal initiative, and confidence. We also promote the opportunity for parents to come together to support each other |
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| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | The trustees have regard to the Charity Commission guidance and are clear that Sapphire Partnership is beneficial to a sufficiently wide section of the public and is not run for any particular personal benefit or gain. The trustees confirm they refer to the direction contained in the general guidance |
| on Public Benefit when reviewing the charity’s aims and objectives. They are mindful of the core purposes of the charity, which is reflected in all of the decision- making processes, policies, practices, and procedures undertaken by Sapphire Partnership. These processes are reviewed annually. |
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| Additional information (optional) You may choose to include further statements where relevant about: |
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| SORP reference | ||
| Policy on grant making | Para 1.38 | Not applicable Sapphire Partnership does not make any grants |
| Policy on social investment including program related investment |
Para 1.38 | Not applicable Sapphire Partnership does not make any social investments |
| Contribution made by volunteers |
Para 1.38 | Sapphire Partnership recognises that volunteers can play a vital role within our organisation and that their contribution supports the delivery of the services. They are encouraged to share their views and they have the opportunity to voice their opinions on their experience of volunteering with us. We recognise and value their feedback and ensure that their contributions are fed into the continued development of the organisation. We have ensured that there are good working relationships between paid staff and all volunteers, and that the volunteers are well supported. They receive a full induction and undertake minimum essential core training as part of the job role .More specific development training opportunities are identified through supervision and as part of the performance management framework All volunteers are bound by the same requirements for Data privacy and confidentiality as the paid staff at Sapphire Partnership. Volunteers have a named supervisor as a point of contact who provides the on-the- job training and support. We have provided a clear pathway for volunteers to move into paid employment when they feel ready to make that progression. |
| Other | Not applicable |
Achievements and Performance
| SORP reference | ||
|---|---|---|
| Summary of the main achievements of the charity, identifying the difference the charity’s work has made to the circumstances of its beneficiaries and any wider benefits to society as a whole. |
Para 1.20 | During our initial year of operating as a as a CIO we have: - continued to build up the number of young adults who benefit from attending the service. - strengthened the governance by recruiting new trustees to the board - adopted the seven principles within the Charity Code of Practice for effective Governance - introduced a performance management framework linked to the business plan with specific targets set against job roles - Introduced a new structure that provides greater accountability and line management processes - established excellent relationships with partner agencies including statutory providers, the voluntary and community and local businesses. - maximised the potential benefit that these relationships can have on the positive outcomes for the young adults we support making sure we remain focused on our vision. - introduced an impact measuring tool that provides us with baseline information for each individual young adult and gives a set of personalised measures that can be developed overtime. |
Additional information (optional)
You may choose to include further statements where relevant about:
Achievements against objectives set |
Para 1.41 |
The main achievements for this year are 34 young people have attended the programme 1 young adult has moved into part time employment 4 young adults have secured volunteer placements 2 volunteers have part time permanent contracts with Sapphire Partnership |
|---|---|---|
| Performance of fundraising activities against objectives set |
Para 1.41 | We continually seek to secure additional funds via bidding for external grants, and we have increased the external income for the charity. The total funding raised this year is £31,627 To enhance the awareness of community involvement we encourage the young adults to identify fundraising ideas so they can contribute to the overall effectiveness of the charity and develop a range of skills associated with these activities. We are |
| presently fundraising to be able to raise funds to put towards the cost of a minibus. Over the year we have taken part in the following activities. Danceathon, sponsored cycle, sponsored walk and taking part in the Easy fundraiser scheme. Total raised = £2875.51 This amount of additional funding raised by the young adults/family and friends is an achievement, particularly at a time when these families are facing unprecedented challenges with the cost-of-living crisis and emerging from the Covid pandemic. |
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|---|---|---|
| Investment performance against objectives |
Para 1.41 | Sapphire Partnership does not make any investments. |
| Other | Not applicable |
Financial Review
| Financial Review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | The trustees are presented with the financial position at every meeting and the chair of trustees has overall oversight of the budget. They meet regularly with the CEO to provide strategic direction, scrutiny, and quality assurance for the budget and spend against budget. Sapphire Partnership is continuing to show growth and has remained affordable for the young adults to be able to attend a provision that is continuing to develop the independent life skills needed to make the transition into adulthood. |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | During this initial delivery as a CIO Sapphire Partnership has manged to build up enough reserve funds to cover a full month core expenditure cost. Our target is to increase this to be in a position to mitigate a 2-month potential financial risk period. |
| Amount of reserves held | Para 1.22 | Total reserves in bank account stands at £23,077.60 N.B. This figure includes the donation and fundraising figure of £2875.51 |
| Reasons for holding zero reserves |
Para 1.22 | Not Applicable |
| Details of fund materially in deficit |
Para 1.24 | Not Applicable |
| Explanation of any uncertainties about the charity continuing as a going concern |
Para 1.23 | Not Applicable |
Additional information (optional)
You may choose to include further statements where relevant about:
The charity’s principal sources of funds (including any fundraising) |
Para 1.47 |
Income from daily costs to the individual which is usually funded through their Personal Budget or Direct payment agreed through a social care assessment = £141,100.00 Donations and Fundraising = £2875.51 Grants awarded = £31,627.00 |
|---|---|---|
| Investment policy and objectives including any social investment policy adopted |
Para 1.46 | Not Applicable |
| A description of the principal risks facing the charity |
Para 1.46 | The charity has developed a robust risk register of potential challenges that could negatively impact on the charity. It addresses what we have already in place |
to mitigate the risks and identifies opportunities to control the risks. There are clear roles of responsibility, and the register is monitored by the board of trustees. Not applicable Other
Structure, Governance and Management
| Description of charity’s trusts: |
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|---|---|---|
| Type of governing document (trust deed, royal charter) |
Para 1.25 | Memorandum and Articles of association |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | CIO |
| Trustee selection methods including details of any constitutional provisions e.g. election to post or name of any person or body entitled to appoint one or more trustees |
Para 1.25 | We have used our social media platforms to promote the opportunity to be part of the Sapphire Partnership Board of Trustees and invited individuals who associate with our vision to apply. individuals are invited in to visit and to meet the young adults and staff before they make a formal application Applications are presented to the board for consideration and agreed or rejected based on the suitability of their contribution to the aims and objectives of the charity. An enhanced DBS check is carried out. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | We have used the information provided by the Charities Commission in the welcome pack for trustees as the basis of an induction pack that explains the Terms of Reference for the role. All trustees are required to have read the Sapphire Partnership Policies and procedures. These are reviewed annually and ratified at quarterly trustee meetings. We are members of the local VCSE organisation who provide relevant training opportunities and regular bulletin updates from the Charities Commission |
|---|---|---|
| The charity’s organisational structure and any wider network with which the charity works |
Para 1.51 | To strengthen the accountability and responsibility within the organisation the Board of Trustees recommended that the structure become more streamlined by creating the CEO post. The CEO has been delegated the day-to-day responsibility for the leadership and management of the charity. The main responsibilities of this post are to work closely with the Board of Trustees and the leadership team to develop and strengthen the strategic development of the charity as outlined in the business plan. It also requires the individual to establish and maintain appropriatepartnerships with other relevant agencies within the statutory, voluntary and business sectors, to ensure a co-ordinated holistic approach to the delivery of services delivered at Sapphire Partnership. |
| The 2 posts reporting to the CEO are the Admin and Finance Officer and the Programme Manager. Support Mentors, specialists, and Volunteers report to the Programme Manager. All posts are aligned to a Performance Management framework. The benchmark for salaries was agreed and is aligned with similar sized organisations. Future pay awards will be linked to targets set at annual Performance Management reviews. As a CIO, this process is open to scrutiny and accountability by the effective oversight of the Board of Trustees through regular meetings and onsite visits. |
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|---|---|---|
| Relationship with any related parties |
Para 1.51 | Not applicable |
| Other | Not applicable |
Reference and Administrative details
| Charity name | Sapphire Partnership |
|---|---|
| Other name the charity uses | |
| Registered charity number | 1198889 |
| Charity’s principal address | St George’s House, 2, St George’s Road Bolton BL1 2DD |
Names of the charity trustees who manage the charity
| 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 |
Trustee name | Office (if any) | Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (ifany) |
|---|---|---|---|---|
| Paul Hodgkinson | Chair | Wholeyear | ||
| Lynda Williams | Vice Chair | Wholeyear | ||
| Charlotte Woodcock |
Whole Year | |||
| Gareth Oliver | 15.03.2023 | |||
| LynsayGemmell | 15.03.2023 | |||
– Corporate trustees names of the directors at the date the report was approved
Director name Sapphire partnership does not have any Directors
Name of trustees holding title to property belonging to the charity
| Trustee name | Dates acted if not for whole year | |
|---|---|---|
| Sapphire Partnership does not have any property |
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Funds held as custodian trustees on behalf of others
Description of the assets Not applicable held in this capacity Name and objects of the Not applicable charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for Not applicable safe custody and segregation of such assets from the charity’s own assets
Additional information (optional)
Names and addresses of advisers (Optional information)
| Type of adviser |
Name Address |
Name Address |
|---|---|---|
| Not applicable |
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Name of chief executive or names of senior staff members (Optional information)
Exemptions from disclosure
Reason for non-disclosure of key personnel details
Not applicable
Other optional information
Not applicable
Declarations
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Signature(s) Full name(s) Paul Hodgkinson
Position (eg Secretary, Chair Chair, etc) Date 14[th] September 2023
CHARITY COMMISSION FOR ENGLAND AND WALES SapDhir• Partnershi 1198889 R•eeipts and payments accounts CC16a For the period from 01.05.2022 To 30.04.23 Section A Receipts and payments Unrestricted funds to the nearest Restricted funds Endowment funds Totsl funds Last year to the nearest to the nearest É to the nearest £ to the near•st £ A1 Recel ts Dail service char Donations/Fundraisin Grants Una lied Cash P ment Uncate orised Income 141 100.00 2 875.51 975.00 975.00 1.01 141 100.00 2 875.$1 31627.00 975.00 1.01 30 652.00 ross income 145 926.52 30 6S2.00 176 578.52 an Investment sa nla 176 578.52 A3 Pa ments Accountanc Fees Activ ecialist5 Communi Activities Enrichment Activities ment Ex ensed ienel ersonal care HMRC 723.60 23.50 223.62 1,605.85 901.15 14.80 3,648.80 727.70 264.69 530.S2 89,298.42 656.30 23.39 634.78 19,803.96 212.88 529.40 3.505.97 1.038.65 724.14 247.87 298.56 929.14 742.48 723.60 5.555.43 223.62 5,398.64 1,493.10 14.80 5 531.93 3.792.79 591.95 Insurance tchen Su Marketin Pa Pension Contibutions Posta 727.70 264.69 703.62 89 298A2 656.30 23.39 634.78 19.803.96 212.88 1210.47 3.957.S2 1038.65 724.14 247.87 298.56 929.14 742.48 173.10 Rent & servi Char Re airs & Maintenance Resources Salaries & Wa Software & IT Staff trainin & weware Statione Sund ex enses Tele hone Mobile & Intemet Travel & subsistence 681.07 451.55 es Sub total A4 Asset and investment nla Sub total 138.532.56 Net of rec8lpts/(payrnents) A5 Transfers betwèèn fund¥ A6 Cash funds last year end Cash funds th15 year end CCXX R1 accounts ISSI 0410912023
Section B Statement of assets and liabilities at the end of the period Unrestrlcted fund8 to nea Restricted funds n•ar•st È Endowment funds to nearest £ Caiegories Details B1 Ca8h fund8 Bank Account I (Reserves & Fundraisin Bank Account 2 14,386.32 8,619.08 72.20 25.681.70 Petty Cash Totsl cash funds (agree Daiances wiin receipTS ana paymènts aecountlsll 23,077.80 25.681.70 Unregtrfcted funds to nearest £ Restrlcted funds to nearest £ Ertdowm¥nt nds to nr¢s1 £ Dptalls nla Fund to whlch a¥t bolong• Current value loptlonall Details Cost loptlonall Fund to whlth asset b?long8 Current valu? loptlonall 1,424.00 2,049.00 9S.00 Details Laptop x3 Dining room table & ch8lr$ Frtdge Freezer Co$t loptlon811 B4 Assèts retslnod forthe ¢h•rlty'¥ own use 1,498.99 2,156.97 100.00 130.00 130.00 Oven 258.36 245.00 Miuowave 80.1)0 76.00 Storag& Cupbo8rd Televlslon 130.00 123.¢)0 300.00 285.00 Game console 299.00 299.00 Washing Machlne Dryer Whe&l¢h8ir 165.00 157.00 187.00 178.110 332.00 332.00 Fund to whlch Amount due When due Details HMRC B5 Llabllltl•• 1,330 135 Nest Pon$lon8 Indeptsndgnl Examination Fee 450 Signed by one or kn truste8$ on behaw of all the truste&s Print Name Dale of roval CCXX R2 accounts ISSI Paul Hod kinson
Independent examiner’s report to the trustees of Sapphire Partnership (‘the Charity’)
I report to the Trustees on my examination of the accounts of the Charity for the year ended 30 April 2023.
Responsibilities and basis of report
As the charity trustees of the Charity you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“ the Act”).
I report in respect of my examination of the Charity’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
Independent examiner’s 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:
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Accounting records were not kept in respect of the Charity as required by section 130 of the Act; or
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The accounts do not accord with those records.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
Teresa Fennell, ACMA
It Doesn’t Have to Cost the Earth Ltd
47 St Dunstans Close, Worcester, WR5 2AJ
Date: 14th September 2023