Finance Score: -7

Governance Score: -5

Support Score: 6

Liabilities <10%: +3
Excess reserves: -5
Multiple Deficits and declines: -5

No volunteer policy: -2
All female board: -3

Large volunteers +3
Gov Income
Grant maker support: +3

Overall GiG Score: -6

THE FOCOLARE TRUST

The Focolare Movement works towards establishing unity at all levels and all its activities are directed towards this end - the fulfilment of the words of the gospel:" May they all be one".It is also commited to fostering an ever greater equality among peoples and nations. To this end each year it gives a considerable contribution to its members in the developing world and to other projects.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received Government grants
This charity has a robust balance sheet

Regulatory & Governance issues to consider:

Although this charity works with volunteers it does not have a Volunteer Management policy
The Board is completely female

Financial issues to consider:

This charity has substantial assets and unrestricted reserves of £7,516,420 available, equivalent to 85 months of spending and so may not be able to utilise additional funding
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£895	£1,067	£-172	£0	£7,518	£7,516	84.5	2	250
31/03/22		£744	£785	£-41	£0	£7,690	£7,690	117.6	2	1,000
31/03/21		£2,294	£899	£1,395	£0	£7,731	£7,730	103.2	3	1,000
31/03/20		£763	£1,086	£-322	£0	£6,335	£6,328	69.9	4	1,000
31/03/19		£1,199	£1,060	£139	£0	£6,658	£6,653	75.3	4	1,000
31/03/18		£874	£990	£-116	£0	£6,519	£6,504	78.8	3	0
31/03/17		£1,209	£955	£254	£0	£6,635	£6,635	83.4	3	0
31/03/16		£1,618	£1,117	£502	£0	£6,380	£6,380	68.6	1	0
31/03/15		£1,014	£854	£159	£18	£5,879	£5,879	82.6	0	0
31/03/14		£766	£814	£-48	£17	£5,719	£5,719	84.3	0	0
31/03/13		£1,347	£685	£661	£19	£5,767	£5,767	101	0	0
31/03/12		£884	£781	£103	£18	£5,105	£5,105	78.4	0	0
31/03/11		£833	£849	£-17	£17	£5,003	£5,003	70.7	0	0
31/03/10		£881	£760	£121	£16	£5,019	£5,019	79.3	0	0
31/03/09		£824	£556	£268	£15	£4,897	£4,897	105.7	0	0
31/03/08		£1,165	£677	£488	£18	£4,630	£4,630	82.1	0	0
31/03/07		£837	£494	£343	£18	£4,141	£4,141	100.6	0	0
31/03/06	*	£709	£517	£192	£0	£0	£0	n/a	0	0
31/03/05		£964	£727	£237	£0	£0	£0	n/a	0	0
31/03/04		£758	£563	£195	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 3%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 84.5 months
Net Current Assets/Spending: 30 months
Quick Ratio: 97.3

Asset Split ?

Established: 44 years

www.focolare.org/gb

focolaregbf@focolare.org.uk

01514826674

Charity Commission for England and Wales

Tweets

Listed activities

Education/Training
General Charitable Purposes
Overseas Aid/Famine Relief
Religious Activities
The Prevention Or Relief Of Poverty

GiG Classification

Services for females

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides buildings/facilities/open space
Provides human resources
Provides other finance
Provides services

Where it operates

Belgium, Italy, Scotland,

Who it helps

Children/Young People
Other Defined Groups
The General Public/Mankind

Who works here?

2 employees
250 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

CLAUDIA MELIS Appointed: 2021

ELIZABETH TAITE (Chair) Appointed: 2017

MARIE-CHRISTINE FOURNIER

PATRICIA WHITNEY Appointed: 2017

ANURADHA LAWS Appointed: 2024, Occupation: Teacher, Other trusteeship: HALF MOON YOUNG PEOPLE'S THEATRE LIMITED,

Legal constitution

Charity registered in England & Wales on 11/12/1979, number: 279072

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Conflicting interests
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Social media policy and procedures

Filing Record

20 returns made; AR06: 1 days late,

Main office

67 Church Road
Roby
LIVERPOOL
L36 9TN

Objectives

SUCH CHARITABLE PURPOSES CONNECTED WITH THE ADVANCEMENT OF THE CHRISTIAN RELIGION AS MAY FROM TIME TO TIME BE CARRIED OUT BY OR UNDER THE DIRECTION OF MEMBERS OF THE WOMEN'S SECTION OF THE FOCOLARE MOVEMENT. (FOR DETAILS SEE CLAUSE 3 OF THE TRUST DEED).

Defined Area of Benefit:

NOT DEFINED.

Data Sources