Registered Charity Number.. 1171814 Special Families Maesteg Trustees Report and Unaudited Financial Statements Year Ended 31 December 2023 Trustees. Annual Report for the period Period start dale 01 01 Period end dale 31 12 2023 2023 From To Section A Reference and administration details Charfty name Special Families Maestèg Oiher names Gharity Is known by Reglstered ¢harlty number Ilf any) 1171814 Charlty's prlnclpal address The Faitheld Cenlrg St 08vids Place Ma@sleg Poslcode CF34 gLR Names of tho charity trustees who manage the charlty Dat•s acted 11 not for who Tru$tae namè Offic• Ilf any) Name of lor body) *ntitl to Int trusts¢ ifan Claire Edmunds Louise Falkenberg Chairperson Vice Chairperson Resigned 1 September 2024 Sharon Thomas Treasurer Ann Morgan Sara Brown Secretary Safeguarding Officer 10 11 12 13 14 15 16 17 18 19 20 Names of the trustees for tha charlty. if anys (for example. any custodlan tru$t8es) Nama Dates acted rf not for whole oar TAR March 2012 Names and address•s of advis•rs Ioptlonal informalionl • of advlser Name Address Independent examiner Robert Cole & Co Office 2 Llynfi Enterprise Centrt, Maesteg. CF34 OBQ Name of chiof executive or names of $enlor staff members (Optional Information) Section B Structure, overnance and mana ement Descriptlon of the charlty's trusts Constitution (dated 21 September 2016). Type of goveming document leg. trust deed. conslitulionl How the charity is ￿nStituted {eg. trust, association. company) Charitable Incixporated Organisalon Trustee seleclKJn methods leg. appointed by, elected by) In selecting indlvlduals for appointment as charity Irustees, the charity twstees must have regard to the skills, knowledge and experience n8eded for the eff8¢tive administration of the CIO. Addltlonal governance lssuas {Optional Infomiatlon) You may choose to include additional information. where relevant, about.. policies and procedures adopted for the inductlon and training of Irustees. the charitys organisalional slru¢tur6 and any wider netsvork with which the ¢harity works- relationship with any related parties: truste8s' consideration of major risks and the system and procedures to manage them. Section C Ob'ectives and activities To relieve the charitable needs of children, young people and their families who are in need by reason of ill-heallh or disability and who reside in South Wales. Summary of the obj0￿$ of the harity set in ils governing do¢umont TAR March 2012 Special F8mili8s Maesteg are here for people touched by additional needs and isolation. Whether children, adults or eldeTly. An inclusive welcomiThJ space for all. ¢)ffering exclusive s85sions, trips, activities. peer-to-peer support, informalional workshops, befriending ané volunteering opportunities for all, giving more accessibility to the local Community. Originally setup in 2014 as a simple coffee moming meeting for parent carers to talk about life living wth or caring for someone with additional needs, the charity has grown into 2 safe haven for all those with additional needs, their families and now the wider community. With the addttion of our premises and the impact of Covid-19 we have now opened our d￿rS lo the public. local organisations and everyone that might be slruggling in an￿¥Y With a new focus to create a safe space for everyone. We want to be that link between friendship and organised servlces aimed at giving back individuals access to the wider community that for one reason or another they might have lost, we are linked in with all major local authorities and or9anisations to give everyone we see the best level of support they can gel. We want everyone to know they can lum to us for any rea50n or need and Ihat we can help them lo feel listened to. never judged. safe and like they belong or are part of something special. Th& Trustees have had regard to the Charity Commission's guidance on public benefit in managing the a¢tivib'es of the charity. Summary ofthe maln a¢tlvltles undertakon for the publi¢ benefit In relatlon to these objects (In¢lude wlthln thls section the statutory declaration that trustees have had regard to the guidance issued by th• Charlty Commlsslon on public bgngfltl Addltlonal detalls of oblectlves and actlvities Iopllonal Information) We are continuing our preloved special sales project which is supporting us and the communlty. Our community donates unwanted items, and we sort and clean and sell them for minimal cosl to the community. supporting us as a charity and helping the people in our community have items at very bw cosl lo help with Ilvlng costs. We are also continuing our SEN Volunteer projed enabling volunteers with additional needs. be thal physical or leaming, to have a role al our centre and be part of the team. Providing them wilh a safe. friendly, supported environment. Gaining confidence, social skills and practical learning in a workplace setting. We link in with local counols and residential living ¢enlres, as well as schools and community- You may choose lo include further statements, wher8 relevant, about.. policy on grantrnaking.. policy programrn& related investment- ¢ontribulion made by volunteers. TAR MaTch 2012 Section D Achievements and performance Summary of the maln achievements of tho charlty during the y•ar We are now 10 years in from starting our project and are now sustainable without any funding from outside agencies. We will conlinue lo apply for small pockets of fvnding for special sessions and activities as we ￿me across them. We continue to run all our initial support and sessions while also carrying forward the h)cal support that was set up from Covid. We are extremely fortunate to have amazing volunteers. members of the community wtth passion to help olhers no matter what their circumstances. Ho￿fullY we will ¢onlinu8 for many years to come. TAR March 2012 Section E Financial review As an organisalion w8 aspire to hold at least three-months operating costs in reserves. These wll ensure that the overheads can contlnue to be met for several months even rf thera Is a substantial drop in donallons. Brief statement of the charlty's poll¢y on rèserves Restricted reseNes are maintsined for expenditure. at the discrelion of the Tnjslees, on such proleds that further the objecllves and activities of the charil Detalls of any funds materially In deflclt None. Further flnancial reviow details {Optlonal Informatlon) You may choose to include additional information, where relevant about- the charl￿$ principal sources of funds (including any fundraisingl., how expenditure has 5UPPOrted the key objectives of the Charity. investrnent policy and obj8Ctives including any ethlcal investment F)oli¢y adopted. Section F Other optional information Section G Declaration The trustees declare that they have approved the trustees, report above. Slgned on behalf of the charit￿8 trustees Signature{s} Iqdg Full namo{sl Positlon (eg So¢retary, Chair. Claire Edmunds Sharon Thomas Chairperson Treasurer 31 October 2024 TAR March 2012 CHARITY COMMISSION FOR ENGLAND AND WALES Independent examinerfs report on the accounts Section A Independent Examiner's Report Report lo th? tntsteesl members of charit￿ Nome Special Families Maesteg On aGGounts for the yeaw ended 31 December 2023 Charity no (if any) 1171814 Sèt out ¢)n pages 1to9 (remember lo 1￿c￿￿￿e the page numbers ol addiiional 5heei$l I report to the trustees on my examination of the accounts of the above ¢harity1lhe Trust'l for th8 year ended 3111212023. Responsibilities and As the charity trustees of the Trust, you are responsible for the prèparation basls of report of the accounts in accordance with the requirements of the Charities Act 2011 1.the Act'}. I report In respect of my examination of the Trust's accounts carried out under section 145 ofthe 2011 Act and in Carylng out my examination, I have followed the applicable Dire¢tions given by the Charity Commission under section 145(5){b} of the Act. I have completed my 8xamination. I confim that no material matters have ¢ome lo my attention (other than thal dis¢losed below ') in connection with Ihe 8xamination which gives me cause to believe that in. any material respect.. accounting records were not kept in accordance with section 130 of Ihe Act or the accounts do not accord with the accounting ￿COrdS Independent examlnerfs statement I have no concerns and have Come across no other matters in ¢onnection wlth the examination to which attention should be drawn in order to enable a proper understanding of the accounls to be reached (other than that disclosed below"). ' Please delete Ihe words in the brackets if thoy do noi apply. Signed: Dato: 31 October 2024 Name: Robert Roger Cole Rtlovant professlenal qualrfi¢ationls) or body (If any): Association of Chartered Certified Accountants Address: Office 2 Llynfi Enterprise Cèntre Heol Ty Gwyn Industrial Estate ma￿teg, CF34 OBQ IER October 2018 Section B Disclosure Only complete if the examiner needs to highlight matters of concern (see CC32, Independent examination of charity accounts: dire¢b'ons and guidance for examiners). Glve here brlef details of any Items that the examlner wlshes to disclose. IER Oclobor 2018 CHARITY COMMISSION FOR ENGLAND AND WALES Spoclll Fnmlll•$ Ma•$t* 1171814 Receipts and payments accounts CC16a Forth• pidod from 0110112023 3111212023 Section A Receipts and payments Unrostrtctod fun Endowmont fund$ tothb nv*T•d £ L•¥t year Restricted funds Total fund$ lo thp Th)a1￿1 t A1 R¢c•l t8 D)MtiQ Funthitsi 20,302 1.699 7.971 1,140 21.55r 3Q2 6,689 7,471 1.14Q 21.557 É,20 I9.DOO 19J1 3.500 Arl￿1￿ S sel¢ COVID S SeNi¢¢ Grdnt- wtion31 Lott CthY*Nntt Fund 16.431 1,125 Gtart- BAVO Grant- B¢*C Grnnt- True Fund tsr3nt- I4s¢. lh￿ E1.000 Bach 1.QPD 2,1 3,7 2.150 3.791 Sub tot81(Gross income forARJ 71.9J• A2 Asset and Invgstment 8akn, $fj• tablt . Sub total Tot•lr•c•lptS 63.868 8,068 71.￿$ 94.102 A3 P ment$ 302 Printiny. posiagg 6 $tal￿￿ry 1,969 9.75ts lo 277 siaH ¢o$ts COVIO s￿PpIry S•NI¢¢ Prof¢5¥￿￿81 feèB 116JO 16,431 550 724 Vdurttttrn expen¥gs Sund Sublotèl IJJ $J.241 A4A8set ¥nd investmont PUTthases. Is8a tsbl•l Iv•itl Pho￿¢￿￿eT Okl Printfjr 5 x ￿rOn￿b￿k* 4 x IPads Slave I￿htIng $ei Sh Sub lotal rotaipayrn¢ntB 56.153 7.068 63.2Q1 18.949 Nel of rncolptslpaymentsj A5 Transf•rs b•lw••n funds AS Cash fund$ last yoar ash funds thls y￿r end 7.735 1.001 1.ODD 8.735 25 54.147 02.88 54.147 62.812 28,694 $4.147 CCXX Rl aecounls ISSI 2211Q12024 Section B Statement of assets and liabilities at the end of the period Unrnstwictell funds R•8trktqd lund8 Endowmehl lunds io r￿T￿lI£ Cat•gOIiÈS Details ts r**re•l £ 81 Cash funds Total¢ash funds 62,882 Unr•8trlcted fund¥ R08trfctod Endowm•nt fynds Dttalls lo É 82 (Xh•r monotary assets Fundto￿￿ch ¥*Mt VAI Details 83 Investmert assèts rv•nt v41 DÈtaSls N•lti PhotOGopl•r B4 Assets retalngd for tho ¢harlty's ov4n USO Unrosirtctod Qki Priniei LthIp5titi¢d 4 x IP¥ds Stay IIghtl￿ sfjtup iknMstnBi*d iknr•strSBtsd n¢ Detail$ Ii¥llllty rolAro• BS Ujbllhles S4nod by one ortwo Irustoos on behaKof all the trustees Pr•)t Naff Dale of 8pprov81 s￿nat￿6 Edmund5 314)clQ4 Sharon Thom88 CCXX R2 a¢ixiunls ISSI 2211012024