## **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| |---|---|---| |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.| |---|---|---| |**Additional information (optional)**
You may choose to include further statements where relevant about:||| ||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.| |---|---|---| |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:||| |---|---|---| |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.| |---|---|---| |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
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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||| |||| |||| |||| |||| |||| ## **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||| |||| |||| |||| **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.$1 31627.00 975.00 1.01 30 652.00 ross income 145 926.52 30 6S2.00 176 578.52 an Investment sa nla 176 578.52 A3 Pa ments Accountanc Fees Activ ecialist5 Communi Activities Enrichment Activities ment Ex ensed ienel ersonal care HMRC 723.60 23.50 223.62 1,605.85 901.15 14.80 3,648.80 727.70 264.69 530.S2 89,298.42 656.30 23.39 634.78 19,803.96 212.88 529.40 3.505.97 1.038.65 724.14 247.87 298.56 929.14 742.48 723.60 5.555.43 223.62 5,398.64 1,493.10 14.80 5 531.93 3.792.79 591.95 Insurance tchen Su Marketin Pa Pension Contibutions Posta 727.70 264.69 703.62 89 298A2 656.30 23.39 634.78 19.803.96 212.88 1210.47 3.957.S2 1038.65 724.14 247.87 298.56 929.14 742.48 173.10 Rent & servi￿ Char Re airs & Maintenance Resources Salaries & Wa Software & IT Staff trainin & weware Statione Sund ex enses Tele hone Mobile & Intemet Travel & subsistence 681.07 451.55 es Sub total A4 Asset and investment nla Sub total 138.532.56 Net of rec8lpts/(payrnents) A5 Transfers betwèèn fund¥ A6 Cash funds last year end Cash funds th15 year end CCXX R1 accounts ISSI 0410912023 Section B Statement of assets and liabilities at the end of the period Unrestrlcted fund8 to nea Restricted funds n•ar•st È Endowment funds to nearest £ Caiegories Details B1 Ca8h fund8 Bank Account I (Reserves & Fundraisin Bank Account 2 14,386.32 8,619.08 72.20 25.681.70 Petty Cash Totsl cash funds (agree Daiances wiin receipTS ana paymènts aecountlsll 23,077.80 25.681.70 Unregtrfcted funds to nearest £ Restrlcted funds to nearest £ Ertdowm¥nt nds to n￿r¢s1 £ Dptalls nla Fund to whlch a￿¥t bolong• Current value loptlonall Details Cost loptlonall Fund to whlth asset b?long8 Current valu? loptlonall 1,424.00 2,049.00 9S.00 Details Laptop x3 Dining room table & ch8lr$ 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: 1. Accounting records were not kept in respect of the Charity as required by section 130 of the Act; or 2. 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