## **Trustees' Annual Report for the period** Period start date Period end date **T** Day Month Year Day Month Year **o From 01 04 23 31 03 24** - Section A Reference and administration details **Charity name** Retrouvaille in England and Wales - ~~—————~~ **Other names charity is known by** Retrouvaille **Registered charity number (if any)** 1110330 47b Batten Avenue Woking Surrey **Postcode** GU21 8TP ~~a~~ ## **Names of the charity trustees who manage the charity** ||**Trustee name**|**Office (if any)**|**Dates acted if not for**
**whole year **|**Name of person (or body) entitled**
**to appoint trustee (ifany)**| |---|---|---|---|---| |1|Owen O’Connor *|Chair||Trustee Board| |2|Helen O’Connor|||| |3|Kathy Jones *|Secretary||| |4|Clive Jones|||| |5|James Westby|||| |6|Sharon Westby|||| |7|Fr Anthony Jackson *|Trustee||| |8|Michael L’Estrange|Coordinator||| |9|Caroline L’Estrange *|Coordinator||| |10||||| |11||||| - 12 - 13 - 14 - 15 16 17 - 18 19 20 **Names of the trustees for the charity, if any, (for example, any custodian trustees)** ~~—SS=~~ **Name Dates acted if not for whole year REW_1110330_TAR year ended 31 March 2024 DRAFT (JW) 14** 1 of 4 **April 2023 - March 2024** ## **Names and addresses of advisers (Optional information)** **Type of adviser Name Address Name of chief executive or names of senior staff members (Optional information)** Not Applicable **Section B Structure, governance and management Description of the charity’s trusts** Constitution adopted on 9th April 2005, as amended on 12th May 2005 Type of governing document (eg. trust deed, constitution) Trust How the charity is constituted (eg. trust, association, company) Trustee selection methods Appointed by Trustees (eg. appointed by, elected by) ## **Additional governance issues (Optional information)** - You **may choose** to include Retrouvaille in England and Wales is affiliated with Retrouvaille International Inc (a Texas USA Corporation). - additional information, where relevant, about: • policies and procedures adopted for the induction and training of trustees; - • the charity’s organisational The Charity is subject to Retrouvaille International bylaws regarding structure and organisation and works within these and the Charity - structure and any wider Commissions parameters. - network with which the charity works; - • relationship with any related parties; Retrouvaille is part of an Alliance of National Catholic Marriage - • trustees’ consideration of organisations in England and Wales, meeting together every 4-6 weeks. major risks and the system and procedures to manage them. ## **Section C Objectives and activities** To provide Christian education so that Couples may have an **Summary of the objects of the** understanding of the duties, responsibilities and privileges of married life. **charity set out in its governing document** **REW_1110330_TAR year ended 31 March 2024 DRAFT (JW) 14** 2 of 4 **April 2023 - March 2024** |**Summary of the main**
**activities undertaken for the**
**public benefit in relation to**
**these objects (include within**
**this section the statutory**
**declaration that trustees have**
**had regard to the guidance**
**issued by the Charity**
**Commission on public**
**benefit)**|The Trustees are aware of the Charity Commission’s guidance on Public
Benefit and confirm that they have complied with the duty in section 17 of
the Charities Act 2011 to have regard to it. They consider the information
which follows demonstrates the benefit to the public.
Retrouvaille’s primary goal is to provide help for couples who live in the
disappointment and pain of marriage problems and ultimately to help
save marriages by providing advocacy, advice, information and
education. In addition, further education and training is provided to the
volunteers who run the programmes.
The Retrouvaille Programme consists of**Phase 1**: a residential or virtual
weekend of presentations by a team of couples and a priest all of whom
have previously completed the programme and have been guided and
mentored to a high standard during their preparation.
During the weekend aspect of the programme, the team presents
techniques of communication and share how they benefited from the
techniques and enable those participating to learn and practise the
techniques under the team’s guidance. After each presentation, time is
allocated for the couples to reflect and discuss in complete privacy.
The weekend**(Phase 1)**is followed by**Phase 2**: This is 12 x 2-hour
sessions weekly or 4 x 6-hour days. During these sessions, the
techniques learned on the weekend are further developed with additional
skills introduced to enhance previous learning. Retrouvaille is open to
couples from 1 - 50+ years married.
Atheists, agnostics and those of various religions are respected for their
beliefs and are welcome to attend for the benefit of their marriage. This is
stated on our website, brochures and other publicity.
Each couple is asked to make a donation to help cover the cost of the
programme. No couple is denied the opportunity to heal and renew their
marriage because they lack financial means.
Couples who have completed the Retrouvaille programme (**Phases 1**
**and 2**) and who desire further enrichment and support can join ongoing
monthly support evenings. These became virtual in mid-March 2020 and
continued twice monthly in this fiscal year.
All activities are undertaken by volunteers.
_Retrouvaille in England and Wales has set in place Policies to protect_
_both the beneficiaries and volunteers in accordance with Charity_
_Commission guidelines._| |---|---| ## **Additional details of objectives and activities (Optional information)** You **may choose** to include further statements, where relevant, about: - policy on grant making; - policy programme related investment; - contribution made by volunteers. **REW_1110330_TAR year ended 31 March 2024 DRAFT (JW) 14** 3 of 4 **April 2023 - March 2024** ## Section D Achievements and performance **Summary of the main** There were two virtual Retrouvaille programmes and one face-to-face **achievements of the charity** programme, ie weekend plus twelve weekly Post Sessions. The **during the year** programmes commenced in July 2023, October 2023 and February 2024. Sixty-six couples participated in the programme during this period. Virtual CORE sessions took place twice a month. The Coordinators, a presenting couple and one priest participated in the International Council Meeting in Cape Town, South Africa on behalf of Retrouvaille England and Wales in October 2023. Coordinators, a presenting couple, one other couple and one priest attended the European Regional Meeting on behalf of Retrouvaille England and Wales in November 2023 in Padua, Italy. ## **Section E Financial review** Retrouvaille has no binding reserve policy. **Brief statement of the** The Trustees aim to hold in reserve an amount approximately equivalent **charity’s policy on reserves** to one year’s operating expenses (around £30,000) A limited amount of financial assistance is available upon application from Retrouvaille International. This facility has not been used during the year. **Details of any funds materially** There are no funds in deficit **in deficit** ## **Further financial review details (Optional information)** Retrouvaille is primarily funded by couples attending the programmes You **may choose** to include who are requested to provide a donation to cover the costs of the additional information, where programme and, if possible, to cover costs of future couples attending the relevant about: programme who might have financial difficulties • the charity’s principal sources of funds (including any fundraising); - how expenditure has supported the key objectives of the charity; - investment policy and objectives including any ethical investment policy adopted. **REW_1110330_TAR year ended 31 March 2024 DRAFT (JW) 14** 4 of 4 **April 2023 - March 2024** Section F Other optional information Section G Declaration The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Signature(s) Full name(s) Position (e.g. Secretary, Chair, etc) Date Owen O'connor Helen O'connor Chair 01 REW 1110330_TAR year ended 31 March 2024 DRAFT {1)4 5of6 April 2023 - March 2024 ||**1110330**
**Retrouvaille in England and Wales**
**01-April-2023**
**31-March-2024**
**No (if any)**
**Charity Name**
**Receipts andpayments accounts**
Period start date
Period end date
**To**
**For the period**
**from**
~~ee~~|**1110330**
**Retrouvaille in England and Wales**
**01-April-2023**
**31-March-2024**
**No (if any)**
**Charity Name**
**Receipts andpayments accounts**
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**To**
**For the period**
**from**
~~ee~~|**1110330**
**Retrouvaille in England and Wales**
**01-April-2023**
**31-March-2024**
**No (if any)**
**Charity Name**
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**To**
**For the period**
**from**
~~ee~~|**1110330**
**Retrouvaille in England and Wales**
**01-April-2023**
**31-March-2024**
**No (if any)**
**Charity Name**
**Receipts andpayments accounts**
Period start date
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**To**
**For the period**
**from**
~~ee~~|**1110330**
**Retrouvaille in England and Wales**
**01-April-2023**
**31-March-2024**
**No (if any)**
**Charity Name**
**Receipts andpayments accounts**
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**To**
**For the period**
**from**
~~ee~~|**1110330**
**Retrouvaille in England and Wales**
**01-April-2023**
**31-March-2024**
**No (if any)**
**Charity Name**
**Receipts andpayments accounts**
Period start date
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**To**
**For the period**
**from**
~~ee~~|**1110330**
**Retrouvaille in England and Wales**
**01-April-2023**
**31-March-2024**
**No (if any)**
**Charity Name**
**Receipts andpayments accounts**
Period start date
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**To**
**For the period**
**from**
~~ee~~|**1110330**
**Retrouvaille in England and Wales**
**01-April-2023**
**31-March-2024**
**No (if any)**
**Charity Name**
**Receipts andpayments accounts**
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**To**
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**from**
~~ee~~|**CC16a**
~~Oo~~| |---|---|---|---|---|---|---|---|---|---| |**Section A Receipts and payments**|**Section A Receipts and payments**||||||||| ||**Unrestricted**
**funds**|||**Restricted**
**funds**||**Endowment**
**funds**||**Total funds**|**Last year**| ||**to the nearest £**|**to the nearest £**|**to the nearest £**|**to the nearest £**||**to the nearest £**||**to the nearest £**|**to the nearest £**| |**A1 Receipts**|||||||||| |Weekend Programmes|**16,300**|||**-**||**-**||**16,300**|**24,484**| |Regular donations|**7,834**|||**-**||**-**||**7,834**|**3,688**| |Benefactors|**400**|||**-**||**-**||**400**|**250**| |Miscellaneous|**441**|||**-**||**-**||**441**|| |Gift Aid reclaimed from HMRC|**3,965**|||**-**||**-**||**3,965**|**1,224**| ||**-**|||**-**||**-**||**-**|**-**| ||**-**|||**-**||**-**||**-**|**-**| ||**-**|||**-**||**-**||**-**|**-**| |**_Sub total_**_(Gross income for_|||||||||| ||_AR)_**28,940**|||**-**||**-**||**28,940**|**29,646**| ||||||||||| |**A2 Asset and investment sales,**|||||||||| |**(see table).**|||||||||| ||**-**|||**-**||**-**||**-**|| ||**-**|||**-**||**-**||**-**|**-**| |~~**_Sub total_**~~**-**||||**-**||**-**||**-**|**-**| |**_Total receipts_ 28,940**||||**-**||**-**||**28,940**|**29,646**| |**A3 Payments**|||||||||| |Runningweekendprogrammes|**16,118**|||**-**||**-**||**16,118**|**20,640**| |Advertisingin Press|**-**|||**-**||**-**||**-**|| |International Congress & Dues|**2,285**|||**-**||**-**||**2,285**|**2,268**| |Phones and stationery|**545**|||**-**||**-**||**545**|**490**| |Insurance|**299**|||**-**||**-**||**299**|**236**| |Other including printing|**737**|||**-**||**-**||**737**|**201**| |Written off||||**-**||**-**||**-**|| ||**-**|||**-**||**-**||**-**|**-**| ||**-**|||**-**||**-**||**-**|**-**| |**_Sub total_ 19,984**||||**-**||**-**||**19,984**|**23,835**| ||||||||||| |**A4 Asset and investment**|||||||||| |**purchases, (see table)**|||||||||| ||**-**|||**-**||**-**||**-**|| ||**-**|||**-**||**-**||**-**|| |**_Sub total_ -**||||**-**||**-**||**-**|**-**| ||||||||||| |**_Total payments_**
**19,984**||||**-**||**-**||**19,984**|**23,835**| |**_Net of receipts/(payments)_**
**8,956**
**-**
**- 8,956**
**5,811**
**A5 Transfers between funds**
**-**
**- -**
**-**
**-**
**A6 Cash funds last year end**
**49,838**
**- -**
**49,838**
**44,027**
**_Cash funds this year end_**
**58,794**
**-**
**- 58,794**
**44,027**
~~=====~~|||||||||| CCXX R1 accounts (SS) 31/01/2025 1 ## **Section B Statement of assets and liabilities at the end of the period** ||**Unrestricted**
**Restricted**
**Endowment**| |---|---| |**Categories**|**funds**
**funds**
**funds**
**Details**| ||**to nearest £**
**to nearest £**
**to nearest £**| |**B1 Cash funds**|**57,718**
**-**
**-**
**1,076**
**-**
**-**
**-**
**-**
**-**
**58,794**
**-**
**-**
OK
OK
OK
**Unrestricted**
**Restricted**
**Endowment**
**_Total cash funds_**
(agree balances with receipts and payments
account(s))
Balance at Lloyds Bank
Balance at PayPal account
Balance at FairFx charge cards
~~See=~~| ||**funds**
**funds**
**funds**| ||**to nearest £**
**to nearest £**
**to nearest £**
**Details**| |**B2 Other monetary assets**|**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
~~—_—~~| |**B3 Investment assets**|**Fund to which**
**asset belongs**
**Cost (optional)**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Details**
~~===~~| |**B4 Assets retained for the**
**charity’s own use**|**Fund to which**
**asset belongs**
**Cost (optional)**
**Current value**
**(optional)**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**-**
**Details**
~~a~~| ||**Fund to which**
**Amount due**
**When due**| |Signed by one or two trustees on
behalf of all the trustees
**B5 Liabilities**
CCXX R2 accounts (SS)|**liability relates**
**(optional)**
**(optional)**
**-**
**-**
**-**
**-**
**-**
Date of
approval
31/01/2025
**Details**
Print Name
James Westby (Treasurer)
Signature
2
31/01/2025
~~——~~| CCXX R2 accounts (SS) Independent examiner's report to the trustees of Retrouvaille in England and Wales (Reg No 1110330) I report to the trustees on my examination of the accounts of the Retrouvaille in England and Wales (the Trust) for the year ended 31 March 2024. Responsibilities and basis of the report As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act'l. I report in respect of my examination of the Trust'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(51(b) of the Act. Independent examinerfs statement Having 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 respett: l. accounting records were not kept in respect of the Trust a5 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 to enable 3 proper understanding of the accounts to be reached. Signed: Name: eil James Ellery Relevant professional qualification or membership of professional bodies: CA (Chartered Accountants Australia & New Zealandl Address: 12 Haslemere Road, Windsor SL4 SES Date: 30 January 2025