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2025-03-31-accounts

The Focolare Trust

Annual Report and Financial Statements

31 March 2025

Charity Registration Number (England & Wales) 279072 Charity Registration Number (Scotland) SC039844

Contents

Reports
Reference and administrative information 1
Trustees’ report 3
Independent auditor’s report 25
Financial statements
Statement of financial activities 30
Balance sheet 31
Statement of cash flows 32
Principal accounting policies 33
Notes to the financial statements 38

The Focolare Trust

Reference and administrative information

Trustees Marie Christine Fournier
Anuradha Laws
Claudia Melis
Christina Ronayne (appointed 30 December
2024)
Elizabeth Taite (resigned 30 December
2024)
Patricia Whitney
The trustees are incorporated under the
Charities Act 2011
Administrative address 16 Parkfields
Welwyn Garden City
Hertfordshire
AL8 6ED
Charity registration numbers 279072 (England & Wales)
SC039844 (Scotland)
Auditor Buzzacott Audit LLP
130 Wood Street
London
EC2V 6DL
Bankers Co-operative bank
PO box 250
Delf House,
Southway
Skelmersdale
Wigan
WN8 6WT
Barclays Bank plc
7 St John’s Hill
Clapham Junction
London
SW11 1TR

The Focolare Trust 1

Reference and administrative information

Bankers(continued) Santander UK plc
3rd Floor Santander House
100 Ludgate Hill
London
EC4M 7RE
Shawbrook Bank
Lutea House, Warley Business Park
The Drive
Great Warley
Brentwood
CM13 3BE
Solicitors Carter Lemon Camerons LLP
10 Aldersgate Street
London
EC1A 4HJ

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Trustees’ report 31 March 2025

The trustees present their report together with the financial statements of the Focolare Trust for the year ended 31 March 2025.

The financial statements have been prepared in accordance with the accounting policies set out on pages 33 to 37 of the attached financial statements and comply with the charity’s trust deed, applicable United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice) laws and Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102).

GOVERNANCE, STRUCTURE AND MANAGEMENT

Introduction

The Focolare Movement, founded in Italy in 1943, is a global spiritual and social movement present in 182 countries. Rooted in Jesus’ prayer for unity (“May they all be one” – Jn 17:21), its mission is to foster fraternity and dialogue, to achieve a more united world in which people respect and value diversity. The Movement includes people from various Christian denominations, other religions, and those with no specific faith, all united by the goal of global unity.

At the heart of the Movement are small communities called focolares, where consecrated men and women live a communal life dedicated to God. In Britain, the women’s section includes 22 consecrated members, around 250 close members, and about 2,000 loosely connected supporters.

Internationally headquartered in Rome, the Movement operates in geographical ‘zones’; since 2015, Britain belongs to the Western Europe zone, led from Brussels. The accompanying accounts refer to The Focolare Trust, which manages the assets of the women’s section in Britain.

The Focolare Trust is governed by a trust deed dated 11 October 1979 and is registered with the Charity Commission, Charity Registration No 279072 and with OSCR No SC039844.

Working with other organisations

The Focolare Trust collaborates closely with Mariapolis Limited—a charity run by the men’s section of the Focolare Movement—through a joint leadership team called the ‘Core Group’ to plan and coordinate the Movement’s activities in the UK.

Some Focolare Trust members contribute to New City magazine, published by Mariapolis Ltd, while members of Mariapolis Ltd support the day-to-day operations of the Centre for Unity.

Governance and Key management personnel

The Trustees ensure that The Focolare Trust’s plans, activities, and use of assets align with its charitable aims. Day-to-day operations—such as event planning and communications— are managed by the ‘Core Group’ and leaders of various groups (e.g. local communities, youth, volunteers).

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GOVERNANCE, STRUCTURE AND MANAGEMENT (continued)

Governance and Key management personnel (continued)

The Core Group, made up of 20 members from diverse backgrounds and Focolare communities, meets monthly to plan and coordinate activities. Some Trustees also serve on this group. The Trustees work closely with the Core Group and maintain regular contact with those overseeing Focolare houses, the Centre for Unity, and key initiatives. Governance structures are currently under review both in Great Britain and globally.

Trustees

In accordance with the terms of the Trust Deed, new Trustees are appointed by the existing Trustees. The number of Trustees must be no fewer than three and no more than six. The current Trustees are:

Elizabeth Taite resigned as a Trustee in December 2024 following her relocation abroad. Subsequently, Chris Ronayne was appointed as the new Chair.

Four of the five current Trustees are consecrated members of the Movement. While their living and personal expenses are supported by the charity, they receive no remuneration or reimbursement of expenses in relation to their duties as Trustees.

Statement of trustees’ responsibilities

The Trustees are responsible for preparing the Trustees' report and the financial statements in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

The law applicable to charities in England and Wales and in Scotland requires the trustees to prepare financial statements for each financial year which give a true and fair view of the state of affairs of the charity and of the income and expenditure of the charity for that period.

In preparing these financial statements, the trustees are required to:

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GOVERNANCE, STRUCTURE AND MANAGEMENT (continued)

Governance and Key management personnel (continued)

Statement of trustees’ responsibilities (continued)

The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charity and enable them to ensure that the financial statements comply with the Charities Act 2011, applicable Charity (Accounts and Reports) Regulations, the Charities and Trustee Investment (Scotland) Act 2005, the Charities Accounts (Scotland) Regulations 2006 and the provisions of the charity’s trust deed. They are also responsible for safeguarding the assets of the charity and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Risk management

The Trustees have assessed the major risks facing the charity, particularly in its operations and finances. By monitoring reserves, maintaining controls over financial systems, and regularly reviewing risks, they believe effective measures are in place to manage and mitigate these risks.

Governance - widening participation, sharing responsibilities and ensuring sustainability.

The governance structures of the Focolare Movement in GB (and consequently, of the Trust) are under continuous review to ensure they remain aligned with the Movement’s aims and its evolving needs. In recent years, significant progress has been made in this area, particularly through the annual Roots and Wings meetings, which provide a space for discernment around the shape and direction of our governance.

The Core Group, which plays a key role in coordinating the Movement’s activities in Britain, has grown to include individuals with specific responsibilities in areas such as sharing/communion of goods, outreach, and communications. This has strengthened both operational effectiveness and accountability within the Movement.

A key emphasis has been placed on diffused leadership and widening participation, with efforts to involve a broader range of members in decision-making and responsibility across different areas of activity.

Additionally, a recent international meeting in Madrid brought together Core Groups from various countries to reflect together on governance practices.

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GOVERNANCE, STRUCTURE AND MANAGEMENT (continued)

Risk management (continued)

In line with these developments, a discernment process is currently underway regarding a potential merger with Mariapolis Ltd, with a view to streamlining governance structures and planning for future succession. This approach also reflects the close collaboration that already characterises the way the two entities operate today.

“Roots and Wings” Weekend – 28-29 September 2024

Extensive consultation across Great Britain shaped the weekend programme, which brought together 70 participants. The event aimed to reflect on two key questions: What is God asking of the Movement? and What is He asking of each individual member? Participants also sought to agree on key priorities and activities for the coming year.

From these initial reflections, participants formed self-selected working groups around key themes: Retreats, Formation and Accompaniment; Local Communities and Families; Ecumenism; Interfaith Dialogue and Learning; the Arts; Communication; and Governance/Core Group . Each group produced practical recommendations intended to be shared widely across the Movement, not just with attendees. Concerns around sufficient provision for young people were noted, but it was also highlighted that the youth team would meet immediately after the Roots & Wings meeting to address some of the issues and plan the year ahead.

Feedback from the 2024 national Mariapolis in Shropshire, though largely positive, highlighted opportunities to improve delegation and build on existing work, aiming for a more efficient and manageable planning process for Mariapolis 2025.

Core Groups in Madrid – 20-23 February 25

In February, a significant meeting took place in Spain, bringing together Core Groups, Leadership Teams, and the Council for Western Europe, along with Catherine Burke and Andreas Amman (Focolare Movement’s Delegates for Western Europe). The gathering focused on evolving governance structures across the ‘zone’ and fostering greater alignment despite regional differences.

Across Western Europe, Core Groups, Leadership Teams, and the Council are working more closely together, even as each country operates with different organisational models. In response to changing realities, there is a shared sense that governance needs to adapt— moving toward a more “diffuse” model that includes wider participation from different branches of the Focolare Movement.

Centre for Unity sustainability

A new management structure for the Centre for Unity has continued to develop over 2024– 25, following the appointment of a Centre Manager and the formation of a Management Team in 2023–24. Increased activity and improved working practices have been evident, supported by the expansion of staff to five members, including a newly appointed Volunteer Coordinator who has significantly strengthened day-to-day operations.

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GOVERNANCE, STRUCTURE AND MANAGEMENT (continued)

Risk management (continued)

Centre for Unity sustainability (continued)

The relationship between the Centre Manager and Management Team has grown stronger, and more robust procedures are now in place, including a new volunteer policy. Planning is also underway for future maintenance, with a major survey scheduled for 2025.

The Trustees continue to monitor financial pressures such as rising energy costs, ongoing maintenance, and additional staffing. However, they are confident that the current level of reserves is sufficient to support the ongoing operation of the Centre for the next 3-5 years.

Ageing communities

During 2024–25, we have observed a growing need for additional support among some of our more mature consecrated members, prompting the introduction of home care services. This has led to careful reflection on how best to provide ongoing care that addresses the needs of our elder members throughout all stages of life.

Consideration is underway regarding the accessibility and suitability of our community houses, with ongoing consultations involving experts to guide this process. While this presents certain challenges, we remain committed to responding thoughtfully and responsibly to these important issues.

This work continues the support provided in previous years, where members experiencing the effects of ageing have been assisted through peer care initiatives. We remain dedicated to promoting the wellbeing of all members and are actively addressing succession planning as part of the wider governance discussions.

Safeguarding

The Focolare GB Safeguarding team comprises four members - two Safeguarding Officers: Jane Evans and Nic Innocent; and two additional members/administrators: Claudia Melis and Anja Primbs.

Progress on Plans for 2024-25

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GOVERNANCE, STRUCTURE AND MANAGEMENT (continued)

Progress on Plans for 2024-25 (continued)

To support the development of a culture of safeguarding:

Plans for 2025-26

Data Protection in 2024-25

The Data Protection team focused on maintaining a system that protects personal data while supporting Focolare GB’s activities. Updated practices were successfully tested at the Mariapolis event. Two minor data breaches were managed and used to improve future procedures. The Data Protection Officer role transitioned to Gerry Murphy in December. Key achievements included enhancing email security, creating a breach response flowchart, and completing a Data Protection Events Manual. Work is ongoing to develop a volunteer confidentiality agreement and to implement cybersecurity training plans.

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SPECIFIC OBJECTIVES AND RELEVANT POLICIES

Principal aims

The Trust’s main objectives are the advancement of the Christian religion, the prevention or relief of poverty, and the promotion of education.

The Focolare Movement pursues these aims by fostering unity through dialogue and a culture of encounter —across Christian denominations, between faiths, and within society more broadly, including areas such as ecology, politics, and the arts.

It also promotes greater equity among peoples and nations by supporting international projects, assisting communities affected by disasters, and helping those in need within Great Britain.

Objectives and priorities

In 2024–25, the Trustees, in collaboration with the Core Group, identified key priority areas to focus the Movement’s work in line with its overall aims.

Grant making policy

The Trust’s grant-making decisions are made in consultation with those responsible for the Focolare Movement in Britain, the regional headquarters in Brussels, the General Council in Rome, and those responsible for each local focolare (see page 1). Priority is given to supporting Focolare projects, with occasional, needs-based support offered to close relatives of consecrated members.

Overseas grants are coordinated with the International Centre in Rome, particularly through the charitable arms AMU and AFN onlus, to support areas of significant need (see below, Activities - point e).

The Covid and Hardship Fund is managed by a committee of five—two Trustees, the secretary of Mariapolis Ltd, and two Focolare volunteers—who oversee donations and allocate funds based on requests submitted via local communities or Focolare houses.

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ACHIEVEMENTS AND PERFORMANCE

Public benefit

The Trustees have followed Charity Commission guidance on public benefit, with the activities and achievements detailed below demonstrating how the Focolare Trust advances its objectives of fostering dialogue and unity.

Review of activities

a) Supporting Focolare consecrated members in Great Britain and Focolare International Centres

In the year ending 31 March 2025, the charity supported 22 consecrated members in Great Britain who play key roles in youth engagement and ecumenical and interfaith activities.

The charity also gave a substantial contribution of £320,160 to the Focolare International Centre in Rome to support consecrated members abroad and initiatives in developing countries. On behalf of the International Centre, we continue to hold funds in separate deposit accounts (Centro Foco fund and International Property Repair fund), which are drawn down when needed in response to needs as outlined above.

b) Accompanying young people, families and individual members and building community in our local areas.

Youth engagement has been a highlight this year, with numerous activities supporting young people, families, and individual members across the country. These initiatives have fostered community, deepened faith, and encouraged active participation in the Movement’s spirituality and outreach.

Birmingham Youth Weekend, 4-7 April 2025

Fifteen young people aged 10–16 from across the UK gathered in Birmingham for a weekend focused on living the Gospel and discovering the gifts of community. Activities included exploring early Christian history, practicing Gospel values through scenarios and a treasure hunt, and creative projects such as making friendship bracelets and batik tote bags to support Focolare projects in the Holy Land. Participants left inspired to live out their faith and strengthen their friendships.

Genfest Brazil, 11-28 July 2024

Ten young adults and two leaders attended Genfest in Brazil, a global event promoting

unity across cultures and beliefs. The group participated in social action projects in Brasilia, engaging with local communities, followed by celebrations, workshops, and exchanges in Aparecida. The experience was transformative, inspiring two participants to pursue further formation in the International Focolare Centre of Loppiano, Italy.

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ACHIEVEMENTS AND PERFORMANCE (continued)

Review of activities (continued)

b) Accompanying young people, families and individual members and building community in our local areas (continued)

Vocations Day, 26 October 2024

A diverse group of young adults gathered to explore vocations within Focolare spirituality. Through personal stories and reflection, participants found “freedom and peace” (as one participant said), with a strong desire to continue these conversations.

Youth Weekend, November 2024

At a weekend retreat in Welwyn Garden City, 12–16-year-olds and a group of young adults reflected on different expressions of love and God’s unique love for each person. The event fostered new friendships through shared activities, games, dances, and prayer, leaving participants renewed in their faith journey.

Gen2 Weekend, Birmingham, 1-2 February 2025

This weekend brought together young people to deepen their understanding of Focolare spirituality and identity. The event included the ‘Hand in Hand’ outreach to homeless people in Birmingham, combining practical support with prayer. Following the weekend, young adults established a monthly online group to reflect on the ‘Word of Life’ (chosen passage from Scripture) and maintain community.

Lent Retreat, 7-9 March 2025

A group of young people aged 17+ gathered in Welwyn Garden City for a Lenten retreat featuring talks, faith sharing, and nature walks. Contributions from speakers on evangelisation and personal testimonies enriched the dialogue, fostering a supportive atmosphere to strengthen relationships and renew commitment.

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ACHIEVEMENTS AND PERFORMANCE (continued)

Review of activities (continued)

b) Accompanying young people, families and individual members and building community in our local areas (continued)

Hand in Hand Homeless Outreach, Birmingham

Initially a one-off Lent almsgiving activity, this project quickly grew into a monthly outreach involving students, Focolare members, and parishioners. Supported by the University’s Catholic Society and Saint Vincent Paul Society, the group prepares and distributes food and messages of friendship to homeless people in Birmingham, enriching participants’ faith through service.

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ACHIEVEMENTS AND PERFORMANCE (continued)

Review of activities (continued)

b) Accompanying young people, families and individual members and building community in our local areas (continued)

Highlights from Local Communities

Local focolare communities across Britain continue to be places of mutual support, outreach and dialogue, with a wide range of initiatives fostering spiritual growth, interfaith understanding, and care for others.

Scotland

The community hosted several gatherings including a "Faith Exploring" evening with Fr Vincent Lockhart (Nov 2024), and “Called to Hope”, an Advent reflection open to all (Dec 2024). In January 2025, a meeting with Sheikh Pakdin, deepened interfaith dialogue. February saw a vibrant meeting for children and families in Glasgow.

Wales

The community met monthly via Zoom, often from Pontypridd, to reflect on Gospel spirituality and celebrated Christmas together, and other family celebrations, as a community.

North East

Based mainly in Yorkshire and Newcastle, the local community meets bi-monthly for moments of reflection, shared meals and mutual support. Older members of the community in Newcastle, some of whom have major health issues, keep in touch via Zoom meetings.

North West

Collaboration between civil authorities and a local churches network lead to a revival of the town’s historic Walking Day which saw enthusiastic participation of the townsfolk along the streets and at the celebration in the town’s park, strengthening community cohesion. A ‘Peace Pole’ was erected in a popular corner of the park with a dedication inscribed in seven languages for passers-by to reflect and groups to gather, witnessing to humanity’s drive for a peaceful and prosperous existence for all. (May and June 2024, Chorley, Lancashire)

Midlands

Young people continued their monthly outreach to homeless people in Birmingham through the “Hand in Hand” project. The community also participated in an interfaith event at the University of Birmingham, promoting dialogue and collaboration.

Oxford

In Banbury, the community organised fundraising activities involving local residents to support a summer camp for young people from disadvantaged backgrounds (Spring 2025).

Welwyn Garden City

‘Friends of Welwyn Care Homes’ continued regular visits to local homes, offering companionship and reflection services valued by residents and staff alike. The annual “Carols in the Cloisters” event (Dec 2025) welcomed over 80 people with international food, a Polish choir, and performances by children, celebrating Christmas with warmth and diversity.

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ACHIEVEMENTS AND PERFORMANCE (continued)

Review of activities (continued)

b) Accompanying young people, families and individual members and building community in our local areas (continued)

London and South East

Community events in Bexleyheath brought together families from across South East London, fostering friendship and an appreciation of diverse cultural experiences. A shared family afternoon at the Focolare Centre for Unity in January 2024 extended these connections. Regular long walks continued to offer space for physical activity, friendship, and appreciation of nature.

c) To continue working for ecumenical and interreligious dialogue locally and abroad. In particular, to host a GB Mariapolis in the summer 2024.

Interfaith Peace Vigil – Birmingham (14 November 2024)

As part of Interfaith Week 2024, a peace vigil was held on 14th November at St Anne’s Church in Birmingham, described by participants as “a whisper for peace”, “an encounter of reconciliation”, and “a wave of hope”.

Organised by the Focolare Movement and the Columban Missionaries, together with representatives from the Jewish, Muslim, Baha’i, Buddhist and Hindu communities, the event brought together around 100 people to reflect and pray for peace amidst ongoing global conflict and violence.

In an atmosphere of calm and contemplation, prayers and reflections from diverse faith traditions were shared, with significant contributions from young adults. These moments invited all present to recognise, within their own faith and others, a shared call to love, unity, and care for humanity and creation.

The sound of meditative bells created space for deep silence and collective awareness of the wounds caused by the absence of love and justice. The vigil concluded with two symbolic gestures: the commitment to a daily “time-out for peace” at noon, and the lighting of the word “Peace”, as a shared sign of hope.

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ACHIEVEMENTS AND PERFORMANCE (continued)

Review of activities (continued)

c) To continue working for ecumenical and interreligious dialogue locally and abroad. In particular, to host a GB Mariapolis in the summer 2024 (continued)

Called to Hope – An Ecumenical Gathering (27–30 March 2025, Welwyn Garden City) Fifty participants from six church traditions gathered at the Focolare Centre for Unity to explore the theme Called to Hope —in personal life, in the Church, and in the world. The gathering created a space for reflection, shared experiences, and deep listening across denominations.

Participants expressed hopes for stronger faith, deeper unity, environmental awareness, and global peace. Stories from the Corrymeela Community and a powerful personal testimony of reconciliation illustrated how hope can emerge even in the most challenging circumstances.

Art and music enriched the event including highlights from the recent Methodist Modern Art Exhibition held at the CfU and Lorraine Reade’s reflections on songwriting. An extract from the play ‘ Etty …In Transit ’ acted by Sarah Finch and written by Paul Gateshill, based on the life and witness of Etty Hillesum, brought inspiration and depth.

Church leaders shared encouraging examples of grassroots initiatives, while the multi-faith group Joining the Dots Together and Birmingham Diocese’s Silver Eco-Church award highlighted active environmental engagement.

Talks by David Hickey and Pat Whitney offered spiritual insight, emphasising Jesus Forsaken and His presence among us as the wellspring of Christian hope.

The programme included a virtual link with the international Called to Hope event in Rome, visits to local churches, and concluded with a pilgrimage to St Alban’s shrine and a final Eucharist—leaving all renewed in their commitment to live and share hope.

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ACHIEVEMENTS AND PERFORMANCE (continued)

Review of activities (continued)

c) To continue working for ecumenical and interreligious dialogue locally and abroad. In particular, to host a GB Mariapolis in the summer 2024 (continued)

Church Leaders’ Meeting (25 January 2025)

Thirteen participants gathered in person at the Centre for Unity, with eight more joining online, for a warmly received day focused on Focolare’s ecumenical journey.

Joan Back shared the historical development of Chiara Lubich’s ecumenical experience, highlighting Focolare’s distinctive “dialogue of life.” Drawing on key moments, writings, and

personal testimonies, the day brought this dialogue to life, distinguishing it from other forms of ecumenical engagement while valuing their shared purpose.

The gathering fostered deep listening and heartfelt sharing, offering a vivid picture of Focolare in Britain today. Many expressed their gratitude and a desire to broaden invitations next year, affirming the ongoing relevance of such encounters for Church leaders.

GB Mariapolis 25-28 July 2024 After a six-year hiatus, the Focolare Movement gathered 350 participants at Harper Adams University in Shropshire from 25 to 28 July. The joy of reuniting in person was palpable, especially after years of virtual gatherings brought on by the pandemic. The central theme explored God’s call in everyday life, with inspiration drawn from talks by Focolare President Margaret Karram. Participants shared moving testimonies reflecting a rich diversity of vocations—from priesthood and marriage to acts of kindness and social service. The event welcomed people of all ages, from babies to the elderly, cultivating a vibrant multigenerational atmosphere.

Music, colour, and drama filled each day, and children played a leading role in love-in-action efforts through a dedicated programme called “Launchpad.” Migrants and refugees contributed new cultural perspectives, while young families and local communities infused the gathering with energy and wisdom. Throughout the event, an ecumenical spirit flourished as Christian denominations worshipped together in mutual respect. A live link with the Mariapolis in Spain and messages from Genfest in Brazil underscored the Movement’s global reach and solidarity.

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ACHIEVEMENTS AND PERFORMANCE (continued)

Review of activities (continued)

c) To continue working for ecumenical and interreligious dialogue locally and abroad. In particular, to host a GB Mariapolis in the summer 2024 (continued)

GB Mariapolis 25-28 July 2024 (continued)

Workshops offered a wide variety of experiences—from deep spiritual reflections and discussions on citizenship to joyful creative pastimes like bagpipe music and crochet. However, the jubilant spirit of the gathering was soon met with sobering reality. A tragic knife attack in Southport on 29 July cast a shadow over the celebrations. Yet, the community responded with compassion, unity, and resolute hope, drawing strength from the light of their shared experience.

As the event concluded, participants described feeling spiritually renewed. Many called the Mariapolis “miraculous,” “accessible,” and a powerful testament to how love and unity can truly transform the world.

d) Focolare Centre for Unity

The Focolare Centre for Unity continued its regular activities throughout the year, hosting and organising formative and spiritual events for the Focolare Movement, as well as supporting local initiatives and encouraging dialogue among diverse groups in society.

The Centre welcomed around 5,300 visitors , including students, church leaders, public workers, and local residents, hosting 25 residential retreats (677 attendees) and 258 day sessions with over 4,400 participants in total.

We supported four events attended by 215 participants, f ocusing on loneliness and elderly care in collaboration with the local parish and the St Vincent de Paul Society. We are already exploring ways to deepen this partnership next year to further address loneliness in the community.

A significant event took place at our Centre for Unity with the signing of the Faith Covenant between Welwyn Hatfield Borough Council and faith leaders , affirming their commitment to working together and strengthening relations among the borough’s diverse communities. The Centre and members of the Focolare community provided ongoing support for this initiative.

Valerie Skottowe, Chair of the Welwyn Hatfield Inter Faith said:

“On the 28 January, faith leaders in the borough came together to sign the Covenant with Welwyn Hatfield Borough Council to promote open, practical modes of working together to strengthen community cohesion.

“It is fitting that this took place during the 20th anniversary year of the founding of Welwyn Hatfield Interfaith, which was set up at the behest of the council and has worked consistently to promote better understanding between the faith communities.”

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ACHIEVEMENTS AND PERFORMANCE (continued)

Review of activities (continued)

d) Focolare Centre for Unity (continued)

For more information: https://one.welhat.gov.uk/news/article/295/council-signs-faithcovenant-to-promote-cooperation-and-understanding

Internally, we welcomed two new staff members: Jacqueline Pais as Finance Assistant and Anne Bloomfield as Volunteer Coordinator. We remain deeply grateful to Paola Grazia and Margarida Pereira, who have now moved to other countries, for their dedicated service over the years.

Staff and volunteers have focused on maintaining and improving consistent good practices at the Centre, alongside implementing a Volunteering Policy to clarify roles and responsibilities. This year, alongside our regular 20 volunteers, we hosted one student completing a week’s work experience and welcomed a few volunteers who created portraits of our volunteers and team.

In December 2024, a Food Hygiene Inspection awarded the Centre a score of 5, reflecting excellent standards.

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ACHIEVEMENTS AND PERFORMANCE (continued)

Review of activities (continued)

d) Focolare Centre for Unity (continued)

To ensure sustainability, we worked on improving energy-saving practices and managing costs by adjusting hire prices in response to the rising cost of living, while safeguarding access to valuable services. We continue to offer subsidised rates to charity and faith organisations, as well as additional discounts for projects we support, such as sessions for vulnerable young girls, a patient voice group linked to the local GP surgery, the Welwyn Hatfield Interfaith Group, and a carers’ support group for people with dementia.

Some feedback from our visitors included:

“Thank you for accommodating our group, they were very happy with the room. One of the girls wants to live in there! The group really enjoys the building as it is peaceful and calm, which brings them comfort. Once again, thank you for your attention.” – K.M. (Girls Group)

“Thank you so much for making us all welcome at the Centre the last four days for our Four Nations Faith and Order meeting. You couldn’t have done more to help us and make the week go so smoothly. Everything was perfect – thank you!” – J.M. (Residential stay – representatives from Church of England, Church of Ireland, Scottish Episcopal Church, and the Church in Wales)

“Can I pass on my thanks from all at Retrouvaille to you and all the team at the Centre. You looked after us really well over the weekend, in challenging weather! The feedback from the couples I spoke to was also really positive.” – J.W. (Retrouvaille, group dedicated to healing and renewing marriages)

e) Supporting international projects via Focolare agencies AMU and AFN, as well as supporting people in need in GB

The Focolare Trust holds £6,424 in its Covid & Hardship Fund to support UK families affected by the cost-of-living crisis.

Generous donations have also been received for Focolare projects abroad, channelled via the Movement’s International Emergency Coordination Team, AMU ( www.amu-it.eu ), and AFN ( https://afnonlus.org ).

Donating through the Focolare Trust allows UK taxpayers to add 25% Gift Aid.

Myanmar Earthquake – March 2025

Following the earthquake that struck Myanmar and Thailand on 28 March, donations totalling £1,610 were collected and sent directly to the Focolare community in Myanmar.

In April, a heartfelt letter of thanks was received, expressing deep gratitude for the solidarity shown and confirming that the funds are being used responsibly to support those affected by the disaster. Photographs from a recent visit to the impacted area were shared as part of the update shared to all donors via the Focolare GB quarterly newsletter.

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ACHIEVEMENTS AND PERFORMANCE (continued)

Review of activities (continued)

e) Supporting international projects via Focolare agencies AMU and AFN, as well as supporting people in need in GB (continued)

Myanmar Earthquake – March 2025 (continued)

Focolare activities in Scotland 2024-25

In line with the ’aims and formats of our activities’ discerned with the whole community the previous year (see Trustee Report 2023 – 2024), we continued with:

1. Meetings that foster ecumenical and interreligious relationships. One example was the impromptu meeting with Sheikh Mohammad Pakdin, a regular visiting scholar of Ahl Al-Bait Society of Scotland, who coming from abroad and passing through Scotland for a conference, “could not fail to stop by and say hello to his family at the Focolare”.

We also had regular meetings with members of the Baha’i Religion.

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ACHIEVEMENTS AND PERFORMANCE (continued)

Review of activities (continued)

e) Supporting international projects via Focolare agencies AMU and AFN, as well as supporting people in need in GB (continued)

Focolare activities in Scotland 2024-25

2. The second point that was desired by our community was to continue reflective and faith sharing meetings for the community. We had several meetings with Father Vincent Lockhart during the year. These were recorded and made available for the wider community.

Another event for the wider community was our ‘Called to Hope’ Advent Celebration

3. The third point was to have more ‘social events’ to strengthen the sense of a family within the community. Here are some photos of walks and picnics in the park.

4. Other initiatives continued, such as the Carol Singing at Daniel’s house.

5. In addition, we started to have monthly afternoons, particularly aimed at children of all ages. These are greatly appreciated also by their parents and guardians and attracts particularly young families.

The Focolare Trust 21

Trustees’ report 31 March 2025

ACHIEVEMENTS AND PERFORMANCE (continued)

Review of activities (continued)

e) Supporting international projects via Focolare agencies AMU and AFN, as well as supporting people in need in GB (continued)

Focolare activities in Scotland 2024-25 (continued)

The Focolare Trust 22

Trustees’ report 31 March 2025

ACHIEVEMENTS AND PERFORMANCE (continued)

Future plans 2024-25

Following discussions with the Core Group, the Trustees confirmed the following specific objectives for the coming year in keeping with our general aims:

As mentioned under risk management earlier in this report, the charity is in the process of reviewing a potential merger with Mariapolis Ltd, with a view to streamlining governance structures and reflect the collaboration that already characterises the way the two entities operate today. As at the date of this report, the outcome of this review has not been formally agreed upon but discussions are at an advanced stage and the trustees are hopeful that progress will be made over the coming year.

Financial Review

Results for the year

A summary of the year’s results can be found on page 30 of the attached financial statements.

For the year to 31 March 2025, the income of the charity amounted to £1,167,982 (2024 - £1,235,977), including 1,026,942 (2024 - £1,047,903) from voluntary income, £155,478 (2024 - £120,639) from charitable activities and interest receivable of £79,164 (2024 – £55,129).

Total expenditure in the year was £934,218 (2024 - £1,464,200) including £390,255 (2024 - £877,617) for donations and grants payments; £189,293 (2024 - £174,800) for provision of retreats, conferences and publications; £12,019 (2024 - £35,100) for interfaith and youth projects; and £342,651 (2024 - £376,683) for the support of the members of the Movement.

The net movement in funds for the year was an increase of £333,764 (2024 – a decrease of £228,223).

Reserves policy and financial position

The trustees have examined the requirement for the free reserves (i.e. those unrestricted funds not invested in tangible fixed assets, designated for specific purposes or otherwise committed).

The Focolare Trust 23

Trustees’ report 31 March 2025

ACHIEVEMENTS AND PERFORMANCE (continued)

Financial Review (continued)

Reserves policy and financial position (continued)

The trustees consider that, given the nature of the charity’s work, the level of free reserves should be approximately between three and six months’ ongoing expenditure. The trustees are of the opinion that this provides sufficient flexibility to cover temporary shortfalls in income, adequate working capital to cover core costs, and will allow the charity to cope and respond to unforeseen emergencies.

The balance sheet shows total reserves of £7,623,372 (2024 - £7,289,608). Of this, £4,778,959 (2024 - £4,819,347) is represented by tangible fixed assets used to support the work of the Movement. Such assets are of fundamental importance to the charity; without these assets the charity would be unable to fulfil its charitable aims and objectives. The value of such assets, therefore, would not be easily realisable, if needed to meet future contingencies. To emphasise this point, the net book value of these assets has been set aside, by the trustees, in a tangible fixed assets fund. Other designated funds stood at £2,461,698 (2024 - £2,309,561) (see note 15).

Free reserves available to support the work of the members in the future are those shown on the balance sheet under the general fund and, at 31 March 2025 equate to £368.015 (2024 - £148,309). The level of free reserves at 31 March 2025 equates to approximately 5 months’ of ongoing expenditure which is consistent with the desired reserves level as noted above.

The charity’s assets

Acquisitions and disposals of tangible fixed assets during the year are recorded in note 10 to the financial statements.

EMPLOYEES AND MEMBERS OF THE CHARITY

The Trustees warmly express their sincere gratitude to all staff, volunteers, members, and supporters of the Focolare Movement. Their unwavering commitment, generosity, and creativity have been truly invaluable. It is through their active participation and sense of ownership that new opportunities are emerging - fresh approaches to collaboration and to sharing the message of unity. We look forward with hope and confidence to continuing this journey together along these promising new paths.

Approved by the trustees and signed on their behalf by:

Marie Christine Fournier

The Focolare Trust 24

Independent auditor’s report 31 March 2025

Independent auditor’s report to the trustees of The Focolare Trust

Opinion

We have audited the financial statements of The Focolare Trust (the ‘charity’) for the year ended 31 March 2025 which comprise the statement of financial activities, the balance sheet, the statement of cash flows, the principal accounting policies and the notes to the financial statements. The financial reporting framework that has been applied in their preparation is applicable law and United Kingdom Accounting Standards, including Financial Reporting Standard 102 ‘The Financial Reporting Standard applicable in the UK and Republic of Ireland’ (United Kingdom Generally Accepted Accounting Practice).

In our opinion, the financial statements:

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and applicable law. Our responsibilities under those standards are further described in the auditor’s responsibilities for the audit of the financial statements section of our report. We are independent of the charity in accordance with the ethical requirements that are relevant to our audit of the financial statements in the UK, including the FRC’s Ethical Standard, and we have fulfilled our other ethical responsibilities in accordance with these requirements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Conclusions relating to going concern

In auditing the financial statements, we have concluded that the trustees’ use of the going concern basis of accounting in the preparation of the financial statements is appropriate.

Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the charity’s ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.

Our responsibilities and the responsibilities of the trustees with respect to going concern are described in the relevant sections of this report.

The Focolare Trust 25

Independent auditor’s report 31 March 2025

Other information

The other information comprises the information included in the annual report and financial statements, including the trustees’ report, other than the financial statements and our auditor’s report thereon. The trustees are responsible for the other information contained within the annual report. Our opinion on the financial statements does not cover the other information and we do not express any form of assurance conclusion thereon.

Our responsibility is to read the other information and, in doing so, consider whether the other information is materially inconsistent with the financial statements or our knowledge obtained in the course of the audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether this gives rise to a material misstatement in the financial statements themselves. If, based on the work we have performed, we conclude that there is a material misstatement of this other information, we are required to report that fact.

We have nothing to report in this regard.

Matters on which we are required to report by exception

In the light of the knowledge and understanding of the charity and its environment obtained in the course of the audit, we have not identified material misstatements in the trustees’ report.

We have nothing to report in respect of the following matters in relation to which the Charities (Accounts and Reports) Regulations 2008 and the Charities Accounts (Scotland) Regulations 2006 requires us to report to you if, in our opinion:

Responsibilities of trustees

As explained more fully in the trustees’ responsibilities statement, the trustees are responsible for the preparation of the financial statements and for being satisfied that they give a true and fair view, and for such internal control as the trustees determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the financial statements, the trustees are responsible for assessing the charity’s ability to continue as a going concern, disclosing, as applicable, matters related to going concern and using the going concern basis of accounting unless the trustees either intend to liquidate the charity or to cease operations, or have no realistic alternative but to do so.

The Focolare Trust 26

Independent auditor’s report 31 March 2025

Auditor’s responsibilities for the audit of the financial statements

We have been appointed as auditor under section 144 of the Charities Act 2011 and section 44(1)(c) of the Charities and Trustee Investment (Scotland) Act 2005 and report in accordance with those Acts and relevant regulations made or having effect thereunder.

Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinion. Reasonable assurance is a high level of assurance, but is not a guarantee that an audit conducted in accordance with ISAs (UK) will always detect a material misstatement when it exists. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements.

Irregularities, including fraud, are instances of non-compliance with laws and regulations. We design procedures in line with our responsibilities, outlined above, to detect material misstatements in respect of irregularities, including fraud. The extent to which our procedures are capable of detecting irregularities, including fraud is detailed below:

We assessed the susceptibility of the charity’s financial statements to material misstatement, including obtaining an understanding of how fraud might occur, by:

The Focolare Trust 27

Independent auditor’s report 31 March 2025

Auditor’s responsibilities for the audit of the financial statements (continued)

To address the risk of fraud through management bias and override of controls, we:

In response to the risk of irregularities and non-compliance with laws and regulations, we designed procedures which included, but were not limited to:

There are inherent limitations in our audit procedures described above. The more removed that laws and regulations are from financial transactions, the less likely it is that we would become aware of non-compliance. Auditing standards also limit the audit procedures required to identify non-compliance with laws and regulations to enquiry of the trustees and other management and the inspection of regulatory and legal correspondence, if any.

Material misstatements that arise due to fraud can be harder to detect than those that arise from error as they may involve deliberate concealment or collusion.

A further description of our responsibilities for the audit of the financial statements is located on the Financial Reporting Council’s website at www.frc.org.uk/auditorsresponsibilities. This description forms part of our auditor’s report.

The Focolare Trust 28

Independent auditor’s report 31 March 2025

Use of our report

This report is made solely to the charity’s trustees, as a body, in accordance with Part 4 of the Charities (Accounts and Reports) Regulations 2008 and Regulation 10 of the Charities Accounts (Scotland) Regulations 2006. Our audit work has been undertaken so that we might state to the charity’s trustees those matters we are required to state to them in an auditor's report and for no other purpose. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than the charity and the charity’s trustees as a body, for our audit work, for this report, or for the opinions we have formed.

Buzzacott Audit LLP Statutory Auditor 130 Wood Street London EC2V 6DL

Date: 10 December 2025

Buzzacott Audit LLP is eligible to act as an auditor in terms of section 1212 of the Companies Act 2006

The Focolare Trust 29

Statement of financial activities Year to 31 March 2025

Notes
Unrestricted
funds
£		 Restricted
funds
£		 Total
funds
2025
£		 Unrestricted
funds
£		 Restricted
funds
£		 Total
funds
2024
£
Income from:
Donations and legacies
1
Investments
Charitable activities
. Retreat and conference centre fees
. Interfaith, youth projects and events
Other income
. Surplus on disposal of tangible
fixed assets
. Miscellaneous income
2
Total income
Expenditure on:
Charitable activities
. Donations and grants payable
3
. Provision of retreats, conferences
and publications
4
. Interfaith, youth projects and events
5
. Support of members of the
Movement
6
Total expenditure
Net income (expenditure) and net
movement in funds
7
Reconciliation of funds:
Balances brought forward
at 1 April
Balances carried forward
at 31 March
959,741
79,164
149,538
—
—

6,398		 67,201
—
—
5,940
—
—		 1,026,942
79,164
149,538
5,940
—
6,398		 968,514
55,129
120,489
—
4,653
7,653		 79,389
—
—
150
—
—		 1,047,903
55,129
120,489
150
4,653
7,653
1,194,841 73,141 1,267,982 1,156,438 79,539 1,235,977

339,191

188,004

3,050

333,141		 51,064
1,289
8,969
9,510		 390,255
189,293
12,019
342,651		 859,532
171,998
6,448
357,663		 18,085
2,802
28,652
19,020		 877,617
174,800
35,100
376,683
863,386 70,832 934,218 1,395,641 68,559 1,464,200

331,455
7,277,217		 2,309
12,391		 333,764
7,289,608		 (239,203)
7,516,420		 10,980
1,411		 (228,223)
7,517,831
7,608,672 14,700 7,623,372 7,277,217 12,391 7,289,608

All of the charity’s activities derived from continuing operations during the above two financial periods.

The charity has no recognised gains and losses other than those shown above.

The Focolare Trust 30

Balance sheet 31 March 2025

Notes 2025
£		 2025
£		 2024
£		 2024
£
Fixed assets
Tangible assets
10
Current assets
Debtors
11
Short term deposits
Cash at bank and in hand
Total current assets
Liabilities
Creditors: amounts falling due
within one year
12
Net current assets
Net assets
The funds of the charity
Restricted funds
13
Unrestricted funds
. General fund
. Tangible fixed assets fund
14
. Designated funds
15
Total funds		 220,686
1,171,396
1,478,276		 4,778,959 19,455
1,166,889
1,309,533		 4,819,347
4,778,959
2,844,413		 4,819,347
2,470,261
2,870,358
(25,945)		 2,495,877
(25,616)
7,623,372 7,289,608
14,700
368,015
4,778,959
2,461,698		 12,391
148,309
4,819,347
2,309,561
7,623,372 7,289,608

Approved by trustees and signed on their behalf by:

Marie Christine Fournier

The Focolare Trust 31

Statement of cash flows 31 March 2025

Notes
2025
£		 2024
£
Cash flows from operating activities:
Net cash provided by (used in) operating activities
A
Cash flows from investing activities:
Investment income
Transfers to short term deposits
Proceeds from the disposal of tangible fixed assets
Purchase of tangible fixed assets
Net cash provided by (used in) investing activities
Change in cash and cash equivalents in the year
Cash and cash equivalents at 1 April
B
Cash and cash equivalents at 31 March
B

108,562		 (235,726)


79,164
(4,507)
2,586
**(17,062) **		 55,129
(1,166,889)
4,688
(16,000)
60,181 (1,123,072)

168,743


1,309,533
 (1,358,798)
2,668,331

1,478,276		 1,309,533

Notes to the statement of cash flows for the year to 31 March:

Notes to the statement of cash flows for the year to 31 March: Notes to the statement of cash flows for the year to 31 March: Notes to the statement of cash flows for the year to 31 March: Notes to the statement of cash flows for the year to 31 March: Notes to the statement of cash flows for the year to 31 March:
A
B		 Reconciliation of net movement in funds to net cash flows provided by (used in)
operating activities
2025
£
2024
£
Net movement in funds (as per the statement of financial activities)
333,764
(228,223)
Adjustments for:
Depreciation charge
53,539
51,982
Investment income
(79,164)
(55,129)
Deficit (surplus) on disposal of tangible fixed assets
1,325
(4,653)
(Increase) decrease in debtors
(201,231)
2,111
Increase (decrease) in creditors
329
(1,814)
Net cashprovided by (used in) operating activities
108,562
(235,726)
Analysis of net debt
At
1 April
2024
£
Cash flows
£
At
31 March
2025
£
Cash at bank and in hand
1,309,533
168,743
1,478,276
Total cash and cash equivalents
1,309,533
168,743
1,478,276
Loans payable due within one year
(6,000)
1,000
(5,000)
Total loans
(6,000)
1,000
(5,000)
1,303,533
(130,668)
1,172,865
Net movement in funds (as per the statement of financial activities)
Adjustments for:
Depreciation charge
Investment income
Deficit (surplus) on disposal of tangible fixed assets
(Increase) decrease in debtors
Increase (decrease) in creditors
Net cashprovided by (used in) operating activities		 333,764
53,539
(79,164)
1,325
(201,231)
329
108,562
Analysis of net debt
Cash at bank and in hand
Total cash and cash equivalents
Loans payable due within one year
Total loans		 1,309,533 168,743
1,309,533
(6,000)		 168,743
1,000
(6,000) 1,000
1,303,533 (130,668)

The Focolare Trust 32

Principal accounting policies 31 March 2025

The principal accounting policies adopted, judgements and key sources of estimation uncertainty in the preparation of the financial statements are laid out below.

Basis of preparation

These financial statements have been prepared for the year to 31 March 2025.

The financial statements have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant accounting policies below or the notes to these financial statements.

The financial statements have been prepared in accordance with Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102) (Charities SORP FRS 102), the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) and the Charities Act 2011.

The charity constitutes a public benefit entity as defined by FRS 102.

The financial statements are presented in sterling and are rounded to the nearest pound.

Critical accounting estimates and areas of judgement

Preparation of the financial statements requires the trustees to make significant judgements and estimates.

The items in the financial statements where these judgements and estimates have been made include:

Assessment of going concern

The Trustees have assessed that there are no material uncertainties related to events or conditions that may cast significant doubt on the ability of the charity to continue as a going concern.

The level of reserves and income and expenditure of the Centre for Unity continue to be subject to three monthly reviews in order to assess the financial sustainability of the Centre.

The Trustees have considered the level of funds held and the expected level of income and expenditure in respect of a period of at least 1 year from the date of approval of these financial statements. As detailed under future plans, the Trustees are in advanced discussions regarding a potential merger with Mariapolis Ltd. Whilst the trustees are hopeful that progress can be made, the outcome has not yet been formally agreed upon. Therefore, the accounts continue to be prepared on the going concern basis.

The Focolare Trust 33

Principal accounting policies 31 March 2025

Assessment of going concern (continued)

The Trustees continue to monitor financial pressures such as rising energy costs, ongoing maintenance, and additional staffing. However, they are confident that the current level of reserves is sufficient to support the ongoing operation of the Centre for the next 3-5 years.

Therefore, they are of the opinion that the charity will have sufficient resources to meet its liabilities as they fall due, and be able to continue as a going concern.

Basis of consolidation

Consolidated financial statements have not been prepared as the subsidiary company remained dormant throughout the year.

Income recognition

Income is recognised in the period in which the charity has entitlement to the income, the amount of income can be measured reliably and it is probable that the income will be received.

Income comprises donations, investment income, income from retreat and conference centre fees, income from events and workshops and other income including the surplus on the disposal of tangible fixed assets.

Donations, including salaries and pensions of individual members of the Movement received under Gift Aid or deed of covenant, are recognised when the charity has confirmation of both the amount and settlement date. In the event of donations pledged but not received, the amount is accrued for where the receipt is considered probable. In the event that a donation is subject to conditions that require a level of performance before the charity is entitled to the funds, the income is deferred and not recognised until either those conditions are fully met, or the fulfilment of those conditions is wholly within the control of the charity and it is probable that those conditions will be fulfilled in the reporting period.

In accordance with the Charities SORP FRS 102 volunteer time is not recognised.

Legacies are included in the statement of financial activities when the charity is entitled to the legacy, the executors have established that there are sufficient surplus assets in the estate to pay the legacy, and any conditions attached to the legacy are within the control of the charity.

Income from retreat and conference centre fees and from events and workshops is usually recognised in the period to which it relates or the period in which the event or workshop took place.

Interest on funds held on deposit is included when receivable and the amount can be measured reliably by the charity; this is normally upon notification of the interest paid or payable by the bank.

Expenditure recognition

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to make a payment to a third party, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably.

The Focolare Trust 34

Principal accounting policies 31 March 2025

Expenditure recognition (continued)

Expenditure comprises the costs of the charity’s primary charitable purposes as described in the trustees’ report. Such costs include:

All expenditure is stated inclusive of irrecoverable VAT.

Tangible fixed assets

All assets costing more than £1,500 and with an expected useful life exceeding one year are capitalised.

Tangible fixed assets are depreciated at the following annual rates in order to write them off over their estimated useful lives:

These are included on the balance sheet at cost.

The Focolare Trust 35

Principal accounting policies 31 March 2025

Debtors

Debtors are recognised at their settlement amount, less any provision for non-recoverability. Prepayments are valued at the amount prepaid. They have been discounted to the present value of the future cash receipt where such discounting is material.

Cash at bank and in hand

Cash at bank and in hand represents such accounts and instruments that are available on demand or have a maturity of less than three months from the date of acquisition. Deposits for more than three months but less than one year have been disclosed as short term deposits.

Creditors and provisions

Creditors and provisions are recognised when there is an obligation at the balance sheet date as a result of a past event, it is probable that a transfer of economic benefit will be required in settlement, and the amount of the settlement can be estimated reliably. Creditors and provisions are recognised at the amount the charity anticipates it will pay to settle the debt.

Fund accounting

Restricted funds comprise moneys raised for and their use restricted to a specific purpose or contributions subject to donor imposed conditions.

The charity’s unrestricted funds comprise a number of funds which are available for application towards the charity’s objectives. Within unrestricted funds, the trustees have designated certain amounts for specific purposes and have identified those non-liquid funds represented by tangible fixed assets. Details of these funds are given in notes 14 and 15 to the financial statements.

Financial instruments

The charity only holds basic financial instruments as defined in FRS 102. The financial assets and financial liabilities of the charity and their measurement basis are as follows:

Financial assets – other debtors are basic financial instruments and are debt instruments measured at amortised cost. Listed investments are a basic financial instrument as detailed above. Prepayments are not financial instruments.

Cash at bank – classified as a basic financial instrument and is measured at face value.

Financial instruments (continued)

Financial liabilities – accruals and other creditors are financial instruments, and are measured at amortised cost.

Leased assets

Rentals applicable to operating leases where substantially all of the benefits and risks of ownership remain with the lessor are charged to the statement of financial activities on a straight-line basis over the term of the lease.

The Focolare Trust 36

Principal accounting policies 31 March 2025

Services provided by members of the Movement

For the purposes of these financial statements, no value has been placed on administrative and other services provided by the members of the Movement.

The Focolare Trust 37

Notes to the financial statements 31 March 2025

1 Donations and legacies

Unrestricted
funds
£		 Restricted
funds
£


Total
funds
2025
£
Salaries and pensions of individual religious received under
deed of covenant
General donations
Legacies
2025 Total funds		 664,756
151,985
143,000		 —
67,201
—
664,756

219,186

143,000
959,741 67,201
1,026,942

Salaries and pensions include amounts totalling £47,805 (2024 - £56,999) from trustees. General donations include an unrestricted amount of £11,100 (2024 – £152,424) from a trustee.

Unrestricted
funds
£		 Restricted
funds
£		 Total
funds
2024
£
Salaries and pensions of individual religious received
under deed of covenant
General donations
Legacies
2024 Total funds		 571,715
234,047
162,752		 —
79,389
—		 571,715
313,436
162,752
968,514 79,389 1,047,903

2 Miscellaneous income

Miscellaneous income
Unrestricted
funds
£
Restricted
funds
£		 Total
funds
2025
£
Sundry income
2025 Total funds		 6,398 — 6,398
6,398 — 6,398
Unrestricted
funds
£		 Restricted
funds
£		 Total
funds
2024
£
Sundry income
2024 Total funds		 7,653 — 7,653
7,653 — 7,653

3 Donations and grants payable

The charity makes grants to both individuals and institutions in accordance with its grant making policy set out in the trustees’ report.

The Focolare Trust 38

Notes to the financial statements 31 March 2025

3 Donations and grants payable (continued)

Several donations have been sent via the Movement’s centre in Rome for the work of the Movement in various countries including some specific projects for those in need. We have continued to support the Focolare communities affected by the war in the Holy Land and the Amazon project (see Report 2023-24). We continue to support adoption at distance projects through AFN (Action for New Families) and contribute to an international fund towards helping Focolare members in various countries. In addition, we collected donations towards the earthquake emergency in Myanmar (March 2025).

The donations and grants payable during the year were for the following purposes:

Unrestricted
funds
£		 Restricted
funds
£


Total
funds
2025
£
Contributions to the Global Mission
Grants to international projects
Covid-19 emergency grants
Other Grants
2025 Total funds		 279,019
—
—
60,172		 41,141
6,076
250
3,597
320,160

6,076

250

63,769
339,191 51,064
390,255

Included above are grants paid to 4 individuals totalling £20,223 (2024 – 7 individuals totalling £33,342).

Unrestricted
funds
£		 Restricted
funds
£		 Total
funds
2024
£
Contributions to the Global Mission
Grants to international projects
Covid- 19 emergency grants
Contribution to former members
2024 Total funds		 784,492
—
—
75,040		 7,041
10,844
200
—		 791,533
10,844
200
75,040
859,532 18,085 877,617

4 Provision of retreats, conferences and publications

Unrestricted
funds
£		 Restricted
funds
£


Total
funds
2025
£
Retreat and conference centre costs
. Premises
. Centre for Unity running costs
. Staff costs (note 8)
. Office sundries
Other costs and publications
2025 Total funds		 86,632
35,284
59,092
6,446
550		 —
1,289
—
—
—
86,632

36,573

59,092

6,446

550
188,004 1,289
189,293

The Focolare Trust 39

Notes to the financial statements 31 March 2025

4 Provision of retreats, conferences and publications (continued)

Unrestricted
funds
£		 Restricted
funds
£		 Total
funds
2024
£
Retreat and conference centre costs
. Premises
. Centre for Unity running costs
. Staff costs (note 8)
. Office sundries
Other costs and publications
2024 Total funds		 85,027
31,801
50,573
3,457
1,140		 —
2,802
—
—
—		 85,027
34,603
50,573
3,457
1,140
171,998 2,802 174,800

5 Interfaith, youth projects and events

Unrestricted
funds
£		 Restricted
funds
£		 Total
funds
2025
£
Mariapolis
Youth projects
2025 Total funds		 565
2,485		 715
8,254		 1,280
10,739
3,050 8,969 12,019
Unrestricted
funds
£		 Restricted
funds
£		 Total
funds
2024
£
Mariapolis
Gen Verde
Youth projects
2024 Total funds		 3,125
—
3,323		 8,053
20,252
347		 11,178
20,252
3,670
6,448 28,652 35,100

6 Support of members of the Movement

Unrestricted
funds
£		 Restricted
funds
£		 Total
funds
2025
£
Direct costs
. Premises
. Members’ living expenses
Support and governance costs
. Legal and professional fees
2025 Total funds		 90,356
218,900
23,885		 —
9,510
—		 90,356
228,410
23,885
333,141 9,510 342,651
Unrestricted
funds
£		 Restricted
funds
£		 Total
funds
2024
£
Direct costs
. Premises
. Members’ living expenses
Support and governance costs
. Legal and professional fees
2024 Total funds		 113,325
221,350
22,988		 —
19,020
—		 113,325
240,370
22,988
357,663 19,020 376,683

The Focolare Trust 40

Notes to the financial statements 31 March 2025

7 Net movement in funds

This is stated after charging:

8 Total
2025
£		 Total
2024
£
Auditor’s remuneration (including VAT)
. Statutory audit services
Depreciation(note 10)		 20,900
53,539		 19,680
51,982
Staff costs and trustees’ remuneration Total
2025
£		 Total
2024
£
Wages and salaries
Social security costs
Pension contributions
Total staff cost		 52,493
4,485
2,114		 44,520
4,320
1,733
59,092 50,573

The charity employed an average of four staff members during the year (2024 – two) on a part-time basis.

The trustees consider that they comprise the key management of the charity in charge of directing and controlling, running and operating the charity on a day to day basis.

All trustees are members of the Movement and whilst, for some of them, their living and personal expenses are borne by the charity they receive no remuneration or reimbursement of expenses in connection with their duties as trustees.

9 Taxation

The Focolare Trust is a registered charity and therefore is not liable to income tax or corporation tax on income derived from its charitable activities, as it falls within the various exemptions available to registered charities.

The Focolare Trust 41

Notes to the financial statements 31 March 2025

10 Tangible fixed assets

Tangible fixed assets
Freehold land and
buildings
Furniture
and
equipment
£
Computer
equipment
£
Motor
vehicles
£
Total
£
Residential
£
Conference
centre
£
Cost
At 1 April 2024
Additions
Disposals
At 31 March 2025
Depreciation
At 1 April 2024
Charge for year
Eliminated on disposal
At 31 March 2025
Net book values
At 31 March 2025
At 31 March 2024		 3,570,310
—
—
2,052,477

—

—
273,246

1,372

—
10,295

—

—
91,838

15,690

(5,215)		 5,998,166

17,062
(5,215)
3,570,310
2,052,477
274,618
10,295
102,313		 6,010,013
—
—
—
831,442

41,049

—
256,318

4,584

—
10,295

—

—
80,764

7,906

(1,304)		 1,178,819

53,539
(1,304)
—
872,491
260,902
10,295
87,366		 1,231,054
3,570,310
1,179,986
13,716
—
14,947		 4,778,959
3,570,310
1,221,035
16,928
—
11,074		 4,819,347

11 Debtors

Debtors
2025
£		 2024
£
Accrued income and prepayments
Accrued legacy income		 95,686
125,000		 19,455
—
220,686 19,455

12 Creditors: amounts falling due within one year

Creditors: amounts falling due within one year
2025
£		 2024
£
Loans payable
Accruals and other creditors		 5,000
20,945		 6,000
19,616
25,945 25,616

All loans are interest free and repayable on demand. Loans payable relate to amounts borrowed before 2000 to purchase the Focolare Centre for Unity.

The Focolare Trust 42

Notes to the financial statements 31 March 2025

13 Restricted funds

The income funds of the charity include the following restricted funds to be applied for specific purposes:

purposes:
At 1 April
2024
£		 Income
£		 Expenditure
£		 At 1 April
2025
£
Interfaith, Youth Projects, Events
Centre for Unity
Overseas Project
Covid Emergency and Hardship
Education grant
Other		 1,177
—
6,393
4,821
—
—		 7,776
1,289
8,845
1,853
9,510
43,868		 (6,756)
(1,289)
(9,159)
(250)
(9,510)
(43,868)		 2,197
—
6,079
6,424
—
—
12,391 73,141 (70,832) 14,700
At 1 April
2023
£		 Income
£		 Expenditure
£		 At 1 April
2024
£
Interfaith, Youth Projects, Events
Centre for Unity
Overseas Project
Covid Emergency and Hardship
Education grant
Other		 —
—
—
1,411
—
—		 29,829
2,802
17,237
3,610
19,020
7,041		 (28,652)
(2,802)
(10,844)
(200)
(19,020)
(7,041)		 1,177
—
6,393
4,821
—
—
1,411 79,539 (68,559) 12,391

This fund consists of monies received towards various Focolare projects and events in GB, including interfaith and youth activities and other events such as local ‘Mariapolis’.

♦ Centre for Unity

This fund consists of restricted donations received to support the work of the Centre for Unity.

♦ Overseas Projects Fund

This fund consists of donations received towards specific overseas projects, liaising with the International Centre in Rome, through the charitable arms AMU and AFN onlus, or via local Focolare centres in places of need.

♦ Covid Emergency & Hardship Fund

This fund consists of donations received towards families and individuals close to Focolare communities, who may need financial support, due to the consequences of Covid, or because of particular circumstances. The fund is managed by a specific committee.

14 Tangible fixed assets fund

At 1 April 2024
Net movements in year
At 31 March 2025(see note 10)		 Total
£
4,819,347
(40,388)
4,778,959

The Focolare Trust 43

Notes to the financial statements 31 March 2025

14 Tangible fixed assets fund (continued)

Total
£
At 1 April 2023
Net movements in year
At 31 March 2024(see note 10)		 4,855,364
(36,017)
4,819,347

The tangible fixed assets fund represents the net book value of the charity’s fixed assets. A decision was made to separate this fund from the general fund and other designated funds of the charity in recognition of the fact that the tangible fixed assets are essential to the day to day work of the charity. The fund value, therefore, cannot be realised with ease or without jeopardising the ongoing work of the charity.

15 Designated funds

The income funds of the charity include the following designated funds which have been set aside out of unrestricted funds by the trustees for specific purposes:

At
1 April
2024
£		 New
designations
£		 Utilised/
transferred
£		 At
31 March
2025
£
Focolare UK major maintenance fund
. The Focolare Centre for Unity
. Other Properties
Western Europe property repair fund
International property repair fund
The Focolare Centre for Unity fund
Retirement fund
Volunteers fund
Centro Foco fund
Methodist Modern Art Exhibition Fund		 81,500
35,539
146,779
1,051,841
145,842
493,461
11,738
332,040
10,821
78,218

14,299

6,468

26,811

3,595

111,866

8,012

346,229
—		 (5,777)
(3,983)
—
—
(48,987)
(28,410)
(7,188)
(342,339)
(6,677)		 153,941
45,855
153,247
1,078,652
100,450
576,917
12,562
335,930
4,144
2,309,561 595,498 (443,361) 2,461,698
At
1 April
2023
£		 New
designations
£		 Utilised/
transferred
£		 At
31 March
2024
£
Focolare UK major maintenance fund
. The Focolare Centre for Unity
. Other Properties
Western Europe property repair fund
International property repair fund
The Focolare Centre for Unity fund
Retirement fund
Volunteers fund
Centro Foco fund
Methodist Modern Art Exhibition Fund
New car fund		 113,902
17,506
198,406
1,383,400
80,290
334,662
4,942
378,635
—
—
3,628

22,633

1,510

27,575

75,600

171,420

11,001

252,717
12,905
11,490		 (36,030)
(4,600)
(53,137)
(359,134)
(10,048)
(12,621)
(4,205)
(299,312)
(2,084)
(11,490)		 81,500
35,539
146,779
1,051,841
145,842
493,461
11,738
332,040
10,821
—
2,511,743 590,479 (792,661) 2,309,561

The Focolare Trust 44

Notes to the financial statements 31 March 2025

15 Designated funds (continued)

This fund consists of funds that the trustees have designated to provide for members of the Movement in their retirement, calculated using actuarial principles as the members will not be entitled to a full pension.

This fund consists of moneys designated towards the purchase of new cars for the Focolare houses.

The Focolare Trust 45

Notes to the financial statements 31 March 2025

16 Analysis of net assets between funds

General
fund
£		 Tangible
fixed assets
fund
(note 14)
£		 Other
designated
funds
(note 15)
£		 Restricted
funds
(note 13)
£		 Total
2025
£
Fund balances at 31 March 2025
Are represented by:
Tangible fixed assets (note 10)
Net current assets
Total net assets		 —
368,015		 4,778,959
—		 —
2,461,698		 —
14,700		 4,778,959
2,844,413
368,015 4,778,959 2,461,698 14,700 7,623,372
General
fund
£		 Tangible
fixed assets
fund
(note 14)
£		 Other
designated
funds
(note 15)
£		 Restricted
funds
(note 13)
£		 Total
2024
£
Fund balances at 31 March 2024
Are represented by:
Tangible fixed assets (note 10)
Net current assets
Total net assets		 —
148,309		 4,819,347
—		 —
2,309,561		 —
12,391		 4,819,347
2,470,261
148,309 4,819,347 2,309,561 12,391 7,289,608

17 Related party transactions

Other than those amounts referenced at note 1, there were no related party transactions requiring disclosure (2024 – none).

The Focolare Trust 46