TRU3T CONTENTS OF THE MAMCIIL STATEthElaS F(Xl TkE YEAR E14DED 31 •A￿tCH 2D23 TrUST RÉPORT OF TrE TRLISTEES F¢Y¢ YEAR ENOÉD 31 2D2J IFRS 1021 20191. AEFEAÉN¢e AMD ADMMrnTWE LETAILS Pthdpwl •dthe St¢￿￿n$ 8 Goorw Lld Gow Mill 11£4d Cf48 3TD L P4*J AHVM PJLWA A PeThI￿1 Bevan LLP SA7 COVts11 srEPtrEM8 AMD GEORGE CElaEPIARY CkL•AIT TRUST I repcrt to thAnty tnts*e8 my eJAr1￿￿C￿ d the ol &ephere and G￿rge Charttth Twuat Tnjrfl k* Th y￿r 31 bAorch ￿23. I r•Fth ffi rew (4 the Tru*• 8(wurt• cwn•d ¢xrt undw 145 of Aa and In carryry ￿ ry all App￿￿tI0 Crn*ongwi ty Ihe Ch• 14gSKbl (rf A¢L SA7 EU 0th.. .-31101r?024 sT￿EN3 ANO GEORGE CENTEIIARY CHARITABLE FOR ThÈ YEAR ÉMDÉO 31 MARCH 3)23 2023 R•wa•d TtX41 57267 217.093 274.xl 61246 15&C*1 146324 148.194 T(*1 151177 187.515 33#.712 1.718 194,woi 210.889 i0S,3521 10 Pl0￿ 11$ (181331) {6S,3521 REeOII¢IUATION (* FU￿3 ￿ndS br{AWt&￿tll 287,•38 847,185 611ffj15 403,917 377. 781,813 847.165 Trusr 2023 TSX R••kn&•J ssset8 81,884 1XJ,937 163J&l 101.566 278.$86 104.586 597.xl 181 S96.492 318.623 383.152 318.623 101.ns 717M7 froR8 140.&91 P4m) 341253 318.623 860.876 683.782 401M7 781.013 t47.165 403.917 377 781,813 847.165 10 Lknr&strh* fvThl• 403.917 377.896 287.938 TOTAL FUNDS 781.813 847.165 TRUST FC* THE YEAR ENDEO J1 IIARCH 2023 STATUTORY IIWIIIIATK*I 8nca81 of the chorty, •*ly wd•r FRS 102. ry•pw•d Ihe Cknty&g SCIIP IFRS 1021 8NI R6p)rnTrJ ty Chwmo8. dsrrl 8ppthr** #i thD UK and Reput4ic d Ir818TrJ IFRS 1021 lellEL*¥* l Jarw 20191,. Rep . IntsTh trom Trta￿d 41 lar of it* Unl￿ IM8 dlhe dwrty b) chart&b￿ 8t*Mte8. TrUST IIOTES TO THE FMANCLIL STATEMENTS. cortknw•d Flyt THE YEAR Em[￿ 31 IIARCH W3 10% on c¢•t T•y•iio C•th * b*nk •rMI In hAthd prct*tly r69Urt In the W*￿fer c4 bJnd8 to 8 tfwd pty tha due ￿ &8ffje b? F•*na81 Instr￿￿￿ I58￿6.￿ FRS 1LV2 lo dl of na In&*wn8rts. TRUST FC* ￿ YEAR eNDED 31 X123 118b1￿&S 4uity Instrum8rt8 are ds8yfi8d Ih8 *AJ*nLe of thè (1)ntr￿al r ¢*duL*wJ d ol 1&11th8. from r4y4t4è • thJ• wthn ono ￿•r STAFF COSTS 103.889 4.170 121.051 110.37B 129.T92 IIOTES TO THE FWaN¢14L STATEMeNTS. F(*t YEAR ENDED JI IAARCH 2023 trj key E57.44312fJ2t. £57.iei) fur OIIE AMD ENDO¥rtAENTS FIIO 218ST2 2ts1,696 EXPENtfftlRE OM 122.918 118.853 146324 t48.194 29.341 52.549 241.76 2>1.718 165ffj23 18,8&5 174A88 31.1 AÉCOPMJUAnON tr Ful￿$ 113. S*.18S 641.éls 287.9 S59.227 847.1 At 1 X22 215.¥5 277.9n At 31 IIBrch 2)23 2a811 70. e8.744 $￿e knr 12.64 57.342 31 Much 2123 133.437 38.495 171.932 pEr èOOKV*LUÉ At 31 Al¥ch 2Q23 1É*.374 120.937 At 31 M8rch 2122 126.yjl J6.8B2 163.3S3 TRUST FCII THE YEAR E14DED 31 MARCH 2D23 22,980 4,02S 77.561 3.816 1sts57 141 101.566 161J65 7rthJe 8.89? 14251 2.651 17.IT3 29,347 40.899 X175 ST￿MEN8 AIID GEORGE CENTEIIARY c11AATA￿E TRUST IIOTES TO TrtE FWANCLIL STATEMEIIT8. cTh*lJwod YEAR eNOE0 31 IIARCH >)23 At 1.422 fvr fvr 31_323 Geneo fvnd 281.f 111S.7031 9237 11.S58 0.8 376.795 287. 210.88 4tr3.917 R•*i¢i•d fvfvJ• In￿ lknni 21 LIt¥wy 11.SSSI 610 1011 422 12.0111 1422 19.40SI 11.344 145.521 12.672 blfVA. 5.IB7 45.521 1.672 1S.026 131431 som 1551 VAMT T 10.73 10.7 18.112 157.0 1.7YJ 110.7381 110.72&1 KTATSE 14.7261 (SI.￿) 13x6 10S374 VAMT ￿nll• VAMT 12tyJl IITCBC. FYF F*nY 4LY) 13.898 VAMT. Comd 19 VAMT I• I2.￿)) ff221 I6.1￿ SS7 kn¥8 CIM&19 VAMT Covrtl STr￿1 r VAMT ￿F VAWD*SV FLND1￿) 1721 I2.￿> ).013 16.795 i￿j 5.177 1622 122401 116.1461 11.0551 13.1701 16.3aS 24.196 S4.150 24 Yf*Jth Chjb 12.CiJ71 13.3221 15.1821 IITcec FC¥X) $1)VER &wrmw of Fun 13501 FFOS Y FRAN I￿3￿2• WA￿3. spy￿1. 4016031 11231 12.6511 13.4931 1851 1IS7 17.1641 11.C(•)I 23 111.*61 .4)6 10.Cts) Pau8 10 14OIEg TO THE F•W4CL4L STATEIIENTS. ¢tyrtknw•d F¢* TIIE YEAR EIIDED 31 Y￿4cH *23 MTCBC. for stsff 12S31 27 Volurts&nrYJ In 3)22 T(SC Sue W8 31.940 (3401 10,tt 10.(XXJ volUrA￿ MT FB 22 1112131 18.5331 71 of Fun 2)22 S47 14.83SI IS.8181 Irc8C crt￿8 MTCÈC Fet•J¥y Hsff Tenn & Ea8w Play SA18 135.CO)I 7.670 1>).9201 Ilutt Cw8ra 8.STO 16240 12. $59227 P10.8891 377 7.165 781A13 14OTES TO ThE F•4ANCiAL STATEldÉNT8. FIX YEAR eNoeD 31 ¥IftCH 2023 IB fJÈn&r* bjnd 1140JJSI 8237 112.8Y81 111&7031 S7281 1152,1771 12&351 118431 V4fvA. voiurwp&1t￿ Mgthhr T> W￿0 rJwi 15.6421 155 14.ll6 IS1.6Q 12991 KTATSE 14.r261 IS1,6821 {5061 N Co4•1 19 1S.CWI SeWlaL*X Izo¢g1 i&isi Ir21 I1.￿) IZ2831 IJ),6481 11,0551 11.4401 {3th)1 165 172 11.3* Q240 116.1461 11.C65 1701 ¥e IrK4Lwn Crr¥*klg vA￿Asv ner CS YOLM Fc￿ ￿)vER Jrrffiwof Fun 13501 FFOS Y FKIN (&XY21 11231 1123 P.651 13.493 12ffj511 -4016031 2(r22 MT¢ 4031 11,70SI $234 11.C4))1 17.7ts) 117.6TTI 111,8661 11.J31 iyji 11,4781 23 11283 1501 11.476 Volurt88rir¥J In VéB18s 2 rc8C &Je 11,$821 14.0251 Tr•Jald SonK* Ytyjth CIL Voiurtwy Mr FB ¢￿•r￿ 22r23 WAG Fcoj P 12.128 Pls) IH88Ah 8wd NHS m)8r of Fun S)22 21 16.4&) 121,3961 Istsji 113561 547 501 FR-OX(112252 P(*¥Wy IrnF*lry YfAry 116SI P8ge 12 ThUST IIOIES TO THE FWN¢IAL STATEMENTS. cortknJ•d FIYI TrÉ YEAR E140ÉD 31 IAARCH 2023 TC8C G%1 of LMWJ Cn46 Suppyt TC8C Fel¥￿￿ Haff Temi & EaslerFI SA18 21 &818 t3121 41utt Carern lo.co) 11.430 20.920 10.LbX 217. 118r.5351 10T￿ FUPK 274. 1339.7121 165.3521 PagB 13 TRUST NOTES TO THE FWIANCLIL STATEMENTS.thrtkn•d FC*I YEAR ENDED 31 hiARCH XY13 At 1A.21 31J22 C*n&r* 110,1 162.th2 2.￿1 281.& 1114 164Q3 287.•38 nin￿ &ar* dsfcr Baby È(t*Wum 1&7841 13.? ith)) I13.7￿> C￿the Lit(8ry 133 11.4(61 12n 810 1011 610 1011 122 )s &187 15321 119.5781 1.W)I 10.405 $8.8S2 45.521 2413 1,672 12.995 CWWJ pkni C￿r VrAurtsry meth￿TIo7 (Z4131 1.672 Is.ro6 1.eas 10.738 1031 VAMT T s￿th Walès Pdte y￿th Tn*l Bruo W*&eèJ 12.IC 1x1 10,72 X*.573 115.71 12.591 10.729 18.112 1S7.0&1 Er8srTXts KTATSE 114611 Taf hI￿nr￿g. Rd*fVSEF I17,￿) 5218 11.8381 VAMT ICF 17931 137.th)11 IN61 7.412 13.Cts)I 13.4521 CIN 19 This MTCBC. FIF 1462 C*Tn Tal Nivg8nrM 10.(#J) 110.W)I 11011 VAMT. Co*J I L￿% 13.126 SeM VAMT SW PA)okCo&*119 1.SS7 ssr Wale5 Pd** C4Md 79 I1,￿5) Cowd-19 13x1151 (8.12SI P•J• 14 TRUST OIE3 TO THE FWANCk4L STATEMENTS. ¢tyMhw•d F¢Ji ThE YEAR EIIDÉD 31 MARCM 11 &)uth Pclth 2. Youkn$ 1,WO 24x) VAMT ￿F &e63 Indu5w 202102T752 VAl￿>A$v FLNDIN &r QL* Youth Oub 14711 40.013 16.T95 I￿3 &177 1622 SS32 S.1n k4TCBC F(￿ F*)VERTr ol Fun '.w• FFOS Y FIW4 ￿3￿21 3SS 3212 2ffj51 355 13.2121 S￿rtw&he&. WWt3 Sporttht. 4016031 2Q2 IdTCBC Z651 3.7 &735 24.￿0 Henw FLThJ GArd&niw Prc*# urcB¢. knr CurwNnty Gr¥1 VolUrt￿rg In W* 3J22 IArcBC Sje W£*8r 17 31.940 820 31.940 i¥J)I 1.331 4.974 Sportwth. Be W .165 641.615 817.1 PBg8 15 TrUST IIOTES TO TrIE FWiANCL•L STATEMÉNTS. COMknw•d FOR TkE YEAR ENOED 31 >)23 G￿n￿￿ 218.572 162.e 2.961 21&5r2 152.9491 1&5.623 B8by Bcre￿￿1. 19 C¥An £IO.C(¥J wpwiItr• ct•tyO*Co¥*>l9 •TrJ E12*1 r•1￿0￿1￿￿ at P40 17 MOTES TO ThÉ FNANCLAL STATEIAÈNTS. F(*t THE YEAR Em0￿ 31 *123 10. Lo*ty. C4Md.19 cec. FYF 0119 FwA. Sur¢wét*VthI 1# b88Tr a ￿ In darn￿ Cth*&1& Pag• 18 TRUST MOTES TO THE FWANCL4L STATEMENTS. cfythJ•d FIJI YEAR ENDED 31 2023 urlwy M8rfnJT Tjthl. To knj a 31KIY3)22. 11. 12. rMx4TIOMS IN MW4D P•Je 19 sT￿mEN3 ANO OEORGE CEprrEPIARY c11￿lTAbLE oET*￿ED STATEMENT OF F*4AIICiAL ACTllnTES FC*¢ THE YEAR EMDED 31 IIARCH 2D23 Giaits 172243 1tsJ.244 1.873 274.3&) 274. W4e8 103, 121.1￿1 I￿7 Irsww¢e LW heat 13. 2,720 1810 12.1&5 102Y 2.759 3.021 24.516 19.057 S.103 31.S68 13.W 21.357 3.967 741 IT cmlB SuThy*6 Bad dÉb nselcrf F6 1242) 31.3L)) 36.7 9.673 12.64E* 3.120 339.T12 294.718 (6S,3S21 CharitableTrust ANNUAL REPORT 2022/23 ## **Mission statement** The Stephens and George Centenary Charitable Trust puts young people at the heart of what we do. We will support them in their own ideas and passions in order to leave their own legacies within the community. This is what we at the Trust strive for on a daily basis. ## **The Trusts Programmes** The Dowlas Community Centre, run by the Stephens and George Centenary Charitable Trust is a hub in the local community servicing over 2500 people a week. The Charity ran a variety of community projects such as: - Baby Book Worm Project - Reading Support Programme - Bursary Award Scheme for gifted young people - Spread the Word Literature Festival - Book Shop and second-hand book donation project - Chess in School’s Initiative - Volunteer Programme - Children’s Counselling Programme - Youth and Play work - Green Flag Garden - Adult and Children Carers Group - Alternative Education Programme - Dowlas Community Centre - the Charity asset transferred the Dowlas Community Centre which is now a local hub in the community. Over 60 classes operate from the centre and 47 partnership agencies – 2500 people attended the centre weekly. ## **Chairperson’s Statement** ## **Vanessa Jones, Chair.** The last two years seem a blur but when you visit Dowlais Community Centre, and see the different activities and educational projects happening in every area and room. Community groups drinking coffee and chatting, parents and their babies and toddlers enjoying stories being crafted into real life, music coming from the gym, individual teaching sessions from TRAX! It is all so inspiring and thrilling with the normality of it all: Thank you to all of our staff, volunteers and participants, and of course our loyal trustees. Vanessa Jones **I. CONTENTS** Dowlais Community Centre ................... 25 Post Covid 19 Programme ..................... 30 Alternative Programme ......................... 30 Volunteer Programme ........................... 31 The Book Shop and Book Donation Scheme 32 Children’s Counselling Service ............... 34 Chess Initiative ...................................... 35 Baby Bookworm Project ........................ 36 Spread the Word Literature Festival...... 37 Bursary Award Scheme ......................... 38 Awards .................................................. 38 Erasmus + .............................................. 40 ## DOWLAIS COMMUNITY CENTRE The Community Centre is a hub in the local community with an array of classes, tutors and partnership agencies who use the building every day of the week it is an anchor project in the community. This community hub benefits the area in more ways than just providing services - it helps build a resilient community, provides better and more integrated services alongside the opportunity to continually transform existing and unused buildings. All these benefits can provide a focus for community-led regeneration, supporting the community for generations to come. We also run a youth and community project from the centre #nophonesorcomputers which won Best Education and Training project in the UK 2021 at the UK Charity Awards. ## **The Railway Café** The Railway Cafe is named after the Dowlais Railway Centre and is not only a café but a community book shop. The cafe is open six days a week and has an SLA agreement with Merthyr College who support the cafe two days a week. It has an array of organisations using the facilities such as the Adult carers group which has now developed into the largest group in Merthyr Tydfil. The community cafe is more than just a cafe it is supported by an array of volunteers referred in from VAMT, Social Services, the local college, individual placements with probation, young people undertaking their Duke of Edinburgh Award. The Charity is every day pushing forward for sustainability and the cafe is an essential part of this financial goal. ## **Green Flag Award** The Charity this year was awarded its 6th Green Flag Award for its 5-acre green space at the Dowlas Community Centre. The Green Flag Award programme is delivered in Wales by environmental charity Keep Wales Tidy, with support from Welsh Government. Independent green space experts volunteered their time in early autumn to judge applicant sites against eight strict criteria, including biodiversity, cleanliness, environmental management and community involvement. The outdoor educational centre is now open and we have two sessions a week for young people about wildlife, biodiversity, sustainability etc POST COVID 19 PROGRAMME The charity adapted to life post Covid and needs of the community. ## **What we are now delivering:** - Free of charge shopping service run solely by volunteers. - Wellbeing centre at the Dowlais Community Centre for those suffering from isolation, low wellbeing, confidence and lack of socialisation. We deliver music therapy, menopausal sessions, yoga etc - We have a food bank and cooking classes in the outdoor hub that was supported by Feeding Britain, as during Covid we identified that over 60% of the client base could not cook properly. - We work in partnership across the community delivering dept advice with Citizens Advice and Tydfil Training as well as sessions with MIND. - Dowlais OAP group are now based at the centre which supports socialisation and helps end isolation. ## **It is a people led approach, the charity listens and reacts to what the community needs.** ## ALTERNATIVE EDUCATION PROGRAMME The Charity now operates an unregistered alternative education project with young people from primary and secondary school who do not attend mainstream school. This initiative was created due to the need of the community and the educational department of Merthyr Council. ## VOLUNTEER PROGRAMME Stephens and George Charitable Trust runs an ISO accredited volunteer programme; these volunteers support an array of activities at the Charity including: - Reading Support - Café Assistant - Volunteer Counsellors undertaking their student placement hours - Volunteer University students undertaking their childcare and family placement - Gardening volunteers - Festival volunteers - Dowlais Community Centre Volunteers - Young people undertaking their Duke of Edinburgh volunteering hours - Learning Disability Group from Merthyr College supporting the café. The Charity also has over 23 play-work and youth volunteers, these young people range from 11 to 25 years old and support the award winning after school clubs and youth forum. The young people have a voice, not only at the centre, but in projects with the community. We have also linked in with businesses such as EE and ASDA Community project and other businesses in the area. ## THE BOOK SHOP AND BOOK DONATION SCHEME The Trust’s aim is to raise literacy standards in Merthyr Tydfil and to make books accessible to all. We are members of the Booksellers Association. The charity run a second and new book scheme and has as outside side children’s book shop as well as a community café bookshop. Children are encouraged to read and when they achieve the milestone of reading six books, they receive a free book. _Books are an integral part of a child’s development and here at the Charity we are campaigning that every child in Wales has books at home._ ’ CHILDREN S COUNSELLING SERVICE Stephens and George Counselling Service provides a Counselling Service for young people aged between 8 -24 years. The service supports 280 Young People a year. Due to demand, we now employ three therapists. We have continued to grow our reputation, both with referrers and within the community. The most referred issues were: - Anxiety - Depression - Self-Worth - Family The young people attending have been able to link into the benefits at the centre such as - Volunteering - The gym and fitness classes - After School clubs - Youth Forum CHESS INITIATIVE ## **It is supported by The Waterloo Foundation who endorse the positive impact on young people’s development that Chess has.** The Chess initiative is delivered at seventeen schools across Merthyr Tydfil and is a flagship programme with over 580 young people across schools in Merthyr Tydfil playing. . ## **The 9 Best Benefits of Playing Chess** - Develops perspective. - Improves memory. - Deepens focus. - Elevates creativity. - Boosts planning skills. - Increases self-awareness. - Protects against dementia. - Helps ADHD. The Chess in Schools project is run by two qualified Chess tutors. ## BABY BOOKWORM PROJECT The Baby Bookworm project is a literacy programme at the Stephens and George Charitable Trust, set up to encourage early literacy and inspire a love of words for pre-school children. Early literacy includes speaking and listening skills such as taking turns, exploring sounds, sharing and collaboration, reflecting, following a story, looking at a book and mark making. These skills are best learnt in a social environment and pre-school children benefit from being in a sociable group where they can enjoy these experiences and become confident with their peers. Lucy Owen BBC presenter and news reader is the Ambassador of the Stephens and George Trust Programme – and is supporting the campaign that ‘Every child should be read or read a book before bed’. _It supports language development and nurtures a love of language and books and prepares participants for school and beyond._ SPREAD THE WORD LITERATURE FESTIVAL ## **Spread the Word Festival** The Spread the word Festival is now a biannual event due to the scale and growth of the festival. The charity this year celebrated the written world and literature with a variety of author tours which impacted on over 10000 children as well as attending literature and educational events, and shows at Wales Millennium Centre. Hay Festival Lion King at Wales Millennium Centre. Author Tours – Ian Brown and Roy Noble ## BURSARY AWARD SCHEME The Stephens and George Charitable Trust Bursary scheme awards bursaries to young people who require support to progress in their education, to go on to further education or to local small arts organisations. This year Mia Holmes was awarded a Bursary from Stephens and George Charitable Trust. Mia was in her final year of an Advanced Technical Extended Diploma in Equine Management. The course covers a vast selection of equestrian topics, developing specific technical professional skills and knowledge. We wish Mia well in her final year and working toward her future career. ## AWARDS Stephens and George Centenary Charitable Trust won a number of Awards during 2022/23. Highlighting Merthyr Tydfil in the Charitable and Educational sectors across the UK. ## **High Sheriff Award** The Trust was awarded a Youth and Community Award at the High Sheriff Awards March 2023. Volunteers Charlotte Williams received the Gerald Jones MP Community Cup and Andrew Millar received the John Wallbank Mendicants Charity Shield in February 2023. The Charity was awarded Agored Cymru status in 2022. Agored Cymru is the Welsh awarding body of choice for education and training providers in Wales. Unlike other awarding bodies, we are committed to developing talent in Wales, for Wales. A pupil at the Alternative Education Programme wrote a book with author Jack Skriven and was awarded ‘Genuis Award’ This award showcased his determination and drive – as previously before attending the school he did not enjoy writing. ## _ERASMUS + THE FINAL CHAPTER_ The Charity visited Serbia and Slovenia, and Wales (online) as part of the Keeping Traditions Alive final programme which as been running for the last two years. The Erasmus+ project was developed to emphasise how important traditions are in the: - Youth and play-work - Education of young people - History of countries across Europe. The project has been developed in the youth and afterschool projects at the centre where young people have participated in Welsh Cake makings, sheep walking, gardening, learning about myths and legends, as well as Welsh costume and clothes design over the ages. ## _ACTIVE INCLUSION_ The charity is in its final year of running a Eurpoean funded Active Inclusion project. This project has retrained and reeducated over 100 people in the community ## _FUNDERS_ We thank our core funders for the support to deliver a community the services they need. Waterloo Foundation Lloyds Bank Foundation The Moondance Foundation fvumDATI￿l Merthyr Tydfil County Borough Council. **Contact us:** T: 01685 375331 / 377688 E: helen.hughes@stephensandgeorge.co.uk www.stephensandgeorgecharitabletrust.org/ Facebook: @sgdccentre Instagram: @stephensandgeorge X: @stevegeorge100