Finance Score: -3

Governance Score: -2

Support Score: 12

Strong growth: +2
Multiple Deficits and declines: -5
No PartB

Very static board: -5
Gender balanced board: +3

Large volunteers +3
Award winner
Grant maker support: +9

Overall GiG Score: 7

STEPHENS AND GEORGE CENTENARY CHARITABLE TRUST

Our core aim is to raise Literacy Standards in Merthyr Tydfil and the valleys . Poor literacy means that young people do not gain the life chances they deserve and as a result have limited job and career prospects. The Trust achieves this through numerous initiatives in the community and its Bursary and internship programme.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
This charity is a recent Award Winner
There has been strong growth in spending over the last 5 years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender
This charity is based in an area of high deprivation

Regulatory & Governance issues to consider:

The Board composition appears to be very static

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

Established: 12 years

www.stephensandgeorgecharitabletrust.co.uk

01685388888

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£274	£340	£-65	n/a	n/a	n/a	n/a	n/a	187
31/03/22	*	£500	£295	£206	£0	£847	£288	11.7	4	150
31/03/21		£604	£250	£354	£0	£642	£113	5.4	4	73
31/03/20		£234	£218	£16	n/a	n/a	n/a	n/a	n/a	83
31/03/19		£93	£195	£-102	n/a	n/a	n/a	n/a	n/a	140
31/03/18		£353	£143	£209	£0	£0	£0	n/a	0	0
31/03/17		£176	£147	£28	£0	£0	£0	n/a	0	0
31/03/16		£112	£167	£-55	£0	£0	£0	n/a	0	0
31/03/15		£106	£114	£-8	£0	£0	£0	n/a	0	0
31/03/14		£142	£75	£67	£0	£0	£0	n/a	0	0
31/03/13	*	£140	£8	£132	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

Amateur Sport
Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Environment/Conservation/Heritage
General Charitable Purposes
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

This charity is based in an area of high deprivation

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
Other Defined Groups
People Of A Particular Ethnic Or Racial Origin
People With Disabilities

Who works here?

Unknown number of employees
187 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

National Lottery Community Fund	£89,608
Lloyds Bank Foundation	£52,250
National Lottery Heritage Fund	£22,931
The Foyle Foundation	£15,000
BBC Children in Need	£3,000
DCMS	£3,000

Specific Donations

Amount	When Months	To be used for
Lloyds Bank Foundation - One off gift towards cost of living crisis to Stephens and George Centenary Charitable Trust
£2,250	14/12/2022	One off gift to support with the cost of living crisis
National Lottery Heritage Fund - Grant to Stephens and George Centenary Charitable Trust
£22,931	01/02/2022	#NaturDowlaisCommunityCentre
Lloyds Bank Foundation - Recovery grant to Stephens and George Centenary Charitable Trust
£50,000	09/12/2020 24	Unrestricted grant over two years towards the core costs of Stephens and George Centenary Charitable Trust, awarded under the Foundation's Learning Disabilities funding stream. Part of the Covid ....more Unrestricted grant over two years towards the core costs of Stephens and George Centenary Charitable Trust, awarded under the Foundation's Learning Disabilities funding stream. Part of the Covid Recovery Fund to support charities to emerge from the pandemic.
National Lottery Community Fund - Covid19 Dowlais Community supporting a Community in Need. Driven by the Communit
£69,608	17/09/2020 12	Stephens and George Centenary Charitable Trust' will bring staff off furlough and continue to deliver services for the community from the Dowlais Community Centre. The project will pilot alternative ....more Stephens and George Centenary Charitable Trust' will bring staff off furlough and continue to deliver services for the community from the Dowlais Community Centre. The project will pilot alternative methods to deliver some of their services such as food delivery detached and virtual youth work and re-establishing existing services such as re-opening their gym and cafe facilities following social distancing guidelines. £69608 over 12 months will cover staff running and delivery costs Bydd Ymddiriedolaeth Elusennol Stephens a George Centenary' yn dod â staff oddi ar furlough ac yn parhau i ddarparu gwasanaethau i'r gymuned o Ganolfan Gymunedol Dowlais. Bydd y prosiect yn treialu dulliau amgen o ddarparu rhai o'u gwasanaethau megis darparu bwyd gwaith ieuenctid ar wahân a rhithiol ac ailsefydlu gwasanaethau sy'n bodoli eisoes megis ailagor eu cyfleusterau campfa a chaffi yn dilyn canllawiau ymbellhau cymdeithasol. Bydd £69608 dros 12 mis yn talu costau staff rhedeg a chyflenwi
BBC Children in Need - Grant to Stephens and George Centenary Charitable Trust
£3,000	17/06/2020 6	COVID19 - This project will provide activity packs and other support for children and young people isolated by Covid-19. As a result the children and young people will feel less isolated.
National Lottery Community Fund - COVID-19 - Community Outreach supporting a community in Need
£10,000	08/06/2020 3	Stephens and George Centenary Charitable Trust in Merthyr Tydfil will use a £10000 grant to continue supporting their local community by delivering food parcels educational packs and essential items ....more Stephens and George Centenary Charitable Trust in Merthyr Tydfil will use a £10000 grant to continue supporting their local community by delivering food parcels educational packs and essential items during the COVID-19 pandemic. Bydd Ymddiriedolaeth Elusennol Canmlwyddiant Stephens a George ym Merthyr Tudful yn defnyddio grant o £10000 i barhau i gefnogi eu cymuned leol trwy ddosbarthu parseli bwyd pecynnau addysgol ac eitemau hanfodol yn ystod y pandemig COVID-19.
DCMS - VSCE CMC Fund
£3,000	20/05/2020	NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots ....more NET, Comic Relief and Children in Need will use this funding to provide: increased support to vulnerable people and hidden groups, thus reducing the burden on public services; reach local grassroots and small organisations who can provide an on-the-ground community response to the crisis; and, support local charitable organisations to mobilise volunteers to enable better targeted support in communities through empowered local groups.
The Foyle Foundation - Arts
£15,000	28/11/2019	to support the literacy festival in 2020
National Lottery Community Fund - Baby Book Worm
£10,000	12/11/2019 12	Stephens and George Centenary Charitable Trust in Merthyr Tydfil will use the grant to extend their Baby Book Worm initiative to the hardest to reach families, to help improve the poor literacy ....more Stephens and George Centenary Charitable Trust in Merthyr Tydfil will use the grant to extend their Baby Book Worm initiative to the hardest to reach families, to help improve the poor literacy standards of pre-school children in their community. £10,000 will fund stationery, art materials, and sessional worker costs.
National Lottery Community Fund - Spread the Word Festival
£8,900	21/09/2018 12	Spread the Word Festival
Garfield Weston Foundation - Main Grants award
£6,000	18/06/2018	Baby Book Worm
BBC Children in Need - Grant to Stephens and George Centenary Charitable Trust
£30,000	13/03/2018 36	This project will provide a youth club for children and young people from a disadvantaged area. They will feel better about themselves, improve their emotional resilience, and expand their life ....more This project will provide a youth club for children and young people from a disadvantaged area. They will feel better about themselves, improve their emotional resilience, and expand their life skills.
The Clothworkers Foundation - Grant to Stephens and George Charitable Trust
£10,000	02/06/2017	refurbishment of a centre for a charity which works with disadvantaged young people in Merthyr Tydfil
National Lottery Community Fund - Spread the Word
£2,950	02/02/2017 12	Stephens and George Centenary Charitable Trust in Merthyr Tydfil will use the grant to run a Saturday morning reading and writing club to help improve the literacy skills of children in their area. ....more Stephens and George Centenary Charitable Trust in Merthyr Tydfil will use the grant to run a Saturday morning reading and writing club to help improve the literacy skills of children in their area. This grant for Â£2,950 will fund a storyteller, and poet, writing, drama and arts and crafts workshops.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

ALLAN HUW WILLIAMS Appointed: 2013

ANDREW PENDRIGH Appointed: 2012

COUNCILLOR LISA MYTTON Appointed: 2013, Occupation: Head Of Quality, Other trusteeship: MERTHYR AND RHONDDA CYNON TAFF GROUNDWORK TRUST,

PETER JOHN LAWLOR Appointed: 2011

VANESSA JONES Appointed: 2011

Legal constitution

Charity registered in England & Wales on 21/02/2012, number: 1146009

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

11 returns made; AR22: 1 days late, AR13: 1 days late,

Main office

Stephens & George Ltd
Goat Mill Road
Dowlais
Merthyr Tydfil
CF48 3TD

Objectives

TO FURTHER SUCH CHARITABLE PURPOSES (CHARITABLE UNDER ENGLISH LAW) FOR THE BENEFIT OF THE PUBLIC IN WALES AS THE TRUSTEES SEE FIT FROM TIME TO TIME IN PARTICULAR BUT NOT LIMITED TO THE FOLLOWING: (A) RELIEVING THOSE IN FINANCIAL NEED, HARDSHIP OR DISTRESS; (B) RELIEVING POVERTY; (C) PROMOTING SOCIAL INCLUSION BY WORKING WITH AND SUPPORTING SOCIALLY EXCLUDED PEOPLE SO THEY CAN PLAY A FULLER PART IN THEIR COMMUNITIES AND SO THAT THEIR CONDITIONS OF LIFE MAY IMPROVE; (D) ADVANCING EDUCATION AND TRAINING; (E) PROMOTING AND UNDERTAKING RESEARCH (INCLUDING PUBLISHING THE USEFUL RESULTS FOR THE BENEFIT OF THE PUBLIC); (F) DEVELOPING THE CAPACITY AND SKILLS OF THE MEMBERS OF SOCIALLY AND ECONOMICALLY DISADVANTAGED COMMUNITIES IN WALES IN SUCH A WAY THAT THEY ARE BETTER ABLE TO IDENTIFY, AND HELP MEET, THEIR NEEDS AND TO PARTICIPATE MORE FULLY IN SOCIETY; (G) PROMOTING VOLUNTEERING TO ACHIEVE ANY CHARITABLE PURPOSE FOR THE BENEFIT OF THE PUBLIC (FALLING WITHIN THE DESCRIPTIONS OF PURPOSES SET OUT IN PART 1 OF THE CHARITIES ACT 2006); AND (H) ADVANCING IN LIFE AND RELIEVING THE NEEDS OF YOUNG PEOPLE THROUGH THE PROVISION OF SUPPORT AND ACTIVITIES WHICH DEVELOP THEIR SKILLS, CAPACITIES AND CAPABILITIES TO ENABLE THEM TO PARTICIPATE IN SOCIETY AS MATURE AND RESPONSIBLE INDIVIDUALS.

Defined Area of Benefit:

THROUGHOUT ENGLAND AND WALES

Data Sources