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2025-03-31-accounts

Empowering Disability Supporting All

Trustees Annual Report & Financial Statement 2025 Charity No: 263075 | Established in 1962

www.cfdn.org.uk

Contents

03 A message from OurChair of the Board

04 A Message from OurCEO

05[About Our Charity]

06[Mission and Values]

Charitable Focus Areas 07 Governance & 08 Administration

09 Trustees Annual Report- Summary of Activities

10 Trustees Annual Report- Group Activities

11 Trustees Annual Report- Group Activities

12 13 14 15

Trustees Annual Report - Advocacy

Financial Management Summary

Financial Management - Income

Financial Management - Expenditure

16 Achievements 17 18 19 Contact Us 23

Summary of Key Achievements

What Charitable Donations Enable

Building a Modern, Sustainable Charity

Statement of Financial Activities (pg 19-22)

2

A Message from our Chair

As we reflect on another positive year for the CFDN, I am filled with pride and gratitude for all that has been achieved. Over the last year, we have seen the charity take important steps forward, putting our strategic plan into meaningful action and strengthening every part of our organisation.

The charity’s updated constitution strengthens these commitments through our stronger board as we welcome Keith and Chuka and by modernising our systems and long-term sustainability. These developments not only demonstrate our commitment to good governance but also reflect the standards we expect to see across the sector for our members.

Our disabled members and their families remain at the heart of everything we do, and it has been wonderful to see our community flourish through a growing calendar of activities, events, opportunities for connection and continued advocacy for members' needs.

Our finances remain strong, thanks to our generous donors and the careful stewardship, transparent reporting, and hard work of our volunteers and CEO. The success of our first year is a testament to the vision, teamwork, and faith that guide us as a community.

Across our groups in Ilford, Havering, and Wanstead & Woodford, volunteers have continued to give their time, creativity, and compassion to ensure our members are supported, included, and given opportunities. Their work demonstrates the very spirit of the Fellowship, creating spaces of joy, laughter, care and belonging for so many.

On behalf of the Board of Trustees, I extend heartfelt thanks to our Chief Executive Officer, Daniel Ruscoe, whose leadership and determination have driven this transformation, and to every volunteer, staff member, and supporter who continues to make the CFDN the vibrant, caring community it is today. Together, we are building on a legacy of over sixty years, ensuring that our charity remains a source of hope, friendship, and inclusion for generations to come.

It’s important for us to recognise that there is still work to be done. With the increasing need for support and advocacy and the continued challenges in social care, our disabled community must continue to be supported by organisations like the CFDN to ensure their voices are heard and change is brought about.

Teresa McHale Outgoing Chair of the Board Trustee

3

A Message from our CEO

This year has been one of extraordinary achievement, transformation, and genuine pride for the CFDN, its members, volunteers, staff, and supporters. As we conclude the first year of our 2024–2027 Strategic Plan, I am immensely proud of the progress we have made together, built upon the unwavering commitment, compassion, and resilience of our volunteers, members, staff, and trustees.

This year, we also celebrate the tangible outcomes of our collective effort with a fantastic 36% increase in membership, the introduction of new volunteers, modern governance systems, and an advocacy service that has supported over 45 families, achieving an 89% satisfaction rate. Financially, the charity has grown in strength, achieving within 3% budget alignment while expanding its reach and impact across Essex and East London with the start of new groups in Barking & Dagenham and Romford.

At the heart of this success are our volunteers. Their patience and dedication in navigating a period of significant change have been nothing short of inspirational. They have shown remarkable flexibility, kindness, and faith as we modernised systems, updated processes, strengthened governance, and expanded our services. Every event, welfare visit, and act of support represents their continued belief in our shared mission.

To our members, thank you. Your continued trust, participation, and enthusiasm inspire everything we do. Each activity, trip, and event or weekly activity reminds us of the importance of community, belonging, and awareness.

Looking ahead, we remain focused on strengthening our charity and services, building on this foundation of success, and ensuring that every member feels valued, heard, and supported. It is an honour to lead such a dedicated and compassionate community as we continue to empower disability and support all.

A special acknowledgement must go to Ismat Jaffari, who has recently moved on to new ventures after serving as our Disability Advocate. Ismat played a fundamental role in shaping, developing and establishing our Community Disability Advocacy Service, which has already made a profound difference to members and families. Her work has set a standard of compassion and professionalism that will guide the service for years to come.

Dan Ruscoe

Daniel Ruscoe Chief Executive Officer (CEO)

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About the charity

This wonderful charity has been in existence since 1962. Our mission is simple but important: to serve people with disabilities and their families from all faiths and none by creating a supportive community and promoting opportunity through our network and events.

Our charity is run by volunteers and led by our trustees and CEO, who are dedicated to keeping our community strong and vibrant. From swimming events at Leyton Lagoon to family discos, bi-weekly pub group for adults, Saturday club for adults, theatre trips, family BBQs, seaside coach trips, adventure days at Lambourne End Centre for Outdoor Learning and much more, we offer a diverse range of events to suit everyone's interests.

At the CFDN, we believe everyone deserves to feel included and part of a supportive community while promoting what's possible. We are committed to promoting the long legacy built over 60+ years by many of the amazing volunteers and members, past and present.

Our charity is committed to making a positive difference in the lives of those we serve, and we rely on our amazing volunteers to help us achieve our mission.

In summary, what we do at the CFDN... Promote Independence, Inclusivity & Friendship Create Support Networks to Share Experiences Support Communities and Advocate People's Needs

Registered Charity No: 263075

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Our Mission

To provide for the social, material and spiritual needs of individuals with disabilities and their families of all faiths and none across Essex and East London. To achieve this, we facilitate events, activities and networks whilst advocating and educating on the needs of our members.

Our Values

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Strategy Focus Areas

The CFDN’s 2024–2027 Strategic Plan is built around four core focus areas that underpin our mission to empower individuals with disabilities and support their families across East London and Essex. Each area represents a pillar of growth, sustainability, and impact, ensuring that the charity remains strong, inclusive, and future-ready. Together, they provide a clear roadmap for how we will strengthen our people, enhance our financial resilience, expand our community reach, and advocate more effectively for those we serve.

1. Volunteers & Human Resources

Actively increase our support numbers and recruit a diverse pool of volunteers and staff to support the charity's activities, focusing on succession planning. This will require a strategy for forwardthinking ‘talent management’ in order to serve our membership for years to come.

2. Fundraising & Financial Stability

Review, monitor and innovate our income and expenditure through budgeting, coherent reporting, diversifying income streams and the use of technology whilst making it easier for people to donate, raise funds and support our charity through a variety of income streams.

3. Network & Community Focussed

Increase the charity's membership numbers to provide more support to people with disabilities, with a strong focus on supporting families across the boroughs we serve, and create a more diverse variety of activities. In turn, this will build upon our support network and relationships with like-minded organisations, deliver whats asked for, raise awareness of our charitable activities and integrate more within the community.

4. Advocacy

Take a more direct approach in advocating for the needs of our members at individual, local and national level to meet the objective in our charitable constitution whilst having a key focus on safeguarding our members and families

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Governance & Administration

Constitution

The charity is constituted through a Trust Deed adopted on the 12th day of October 1976 as amended in October 1998, 5th October 2003, 10th October 2010, 17th July 2023, 3rd Nov 2023 and 15th August 2025 (hereinafter referred to as “the Trust Deed”) and is registered with the Charities Commission in England and Wales under charity number 263075.

Trustees

During the period of April 2024 to March 2025 there was one retirement and no appointments; however, recruitment of new trustees was enacted.

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Trustee Name Office / Appointment
Ellen Teresa McHale Trustee and Chair of Board
Margaret Todd Trustee and Secretary of Board
Canon Michael Robert (Bob) Hamill Retired Trustee - 11/09/2024
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At the time of this Trustees Annual Report, the are the following Trustees in post:

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Trustee Name Office / Appointment
Ellen Teresa McHale Trustee
Margaret Todd Trustee and Secretary of Board
Chuka Agbasiere Trustee - Appointed 25/04/2025
Trustee and Chair of Board
Keith Fernett MBE
- Appointed 25/04/2025
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Executive Officers

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Name Office / Appointment
Daniel Ruscoe Chief Executive Officer
Patrons
Name Office / Appointment
Bishop Alan Thomas Patron
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Advisors

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Name Office / Appointment
Zeeshan Munaiwar (Ames Ltd) Accountant & External Auditor
Banks and Investments
HSBC UK Bank Plc Barclays Bank
Natwest Markets Plc CCLA Investment Management
Close Brothers Group Plc - Investment
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Trustees Annual Report YE 2025

Summary of Main Activities and Benefits

The CFDN continues to grow as a strong, inclusive charity dedicated to supporting people with disabilities and their families across Essex and East London. Our mission, to promote the social, material, psychological, and spiritual wellbeing of those we support, remains at the heart of everything we do.

This year has been one of continued progress and renewal. With the foundations of governance and structure firmly in place, the charity has moved into a period of consolidation and positive development through year 1 of our 2024-2027 strategic plan. The emphasis throughout 2024–2025 has been on stability, inclusion, and growth, ensuring our groups and members feel confident, supported, and connected as part of one united charity.

In year one of CFDN’s 2024–2027 Strategic Plan, we have marked measurable progress across all key priorities. The charity achieved record membership growth of 36% (now 445 members), welcomed 13 new volunteers, and maintained an 82% volunteer compliance rate through improved training and governance. Financially, the CFDN met 97% of its income target and remained within 3% of its approved budget, while increasing total income by 119% compared to the previous year. Further details are provided through the report.

Across our local groups, volunteers have shown exceptional dedication in navigating change, providing activities, welfare support, and social opportunities for our members. Their efforts have allowed the CFDN to deliver an impressive range of community-based events, faith gatherings, and social programmes, expanding our charitable reach and enriching the lives of hundreds of individuals and families.

The Board of Trustees wishes to acknowledge the continued leadership of our Chief Executive Officer, Dan Ruscoe, whose strategic direction has guided the charity through an important and challenging stage of organisational modernisation. His work in leadership, compliance, governance, financial oversight and membership development has ensured that the charity not only meets but exceeds the standards expected of modern charitable organisations.

This year also saw the strengthening of the Community Advocacy Service, new developments in volunteer training and compliance, and the successful integration of the Wednesday Club into the Ilford Group, further expanding our outreach and member engagement.

The Community Disability Advocacy Service, initially funded by the National Lottery, has already supported 45 members and families through complex issues including education, benefits, care, and employment, achieving an 89% satisfaction rate and 80% case-resolution success.

The charity’s modernised membership model, new branding, and improved digital systems continue to make the CFDN more accessible and better equipped to meet future challenges.

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Group Activities and Achievements

Our groups continue to form the heart of the CFDN. Each group’s committee and volunteers have worked tirelessly throughout the year to ensure our members feel part of a supportive and vibrant community. Their commitment is what sustains our charity’s mission and demonstrates the strength of our Fellowship in action.

As always, we extend our heartfelt thanks to every volunteer, committee member, and supporter who gives their time and care so generously.

During the year we were deeply saddened by the passing of long-standing members and friends, including Albert, who brought joy to many as Father Christmas for our Havering Group, and Mort O’Sullivan, whose family so generously supported the group in his memory. May they rest in peace.

We also remember with affection all members and volunteers from across the CFDN who have died or suffered ill health during the year.

Wanstead & Woodford Group

The Wanstead & Woodford Group, under the leadership of Chair Nicole Squires and the hard work of the committee, has enjoyed another exceptionally active and positive year. Their strong programme of events continues to set an inspiring example of inclusion, creativity, and community spirit.

The group maintained a full calendar of activities, including two lively bingo night fundraisers, a popular annual quiz, family BBQ, swimming party, and a joyful November disco that brought together members, families, and friends. These events not only created lasting memories but also raised valuable funds to support future activities, with over £3,000 raised through community events.

The group’s inclusive Masses and faith gatherings, held at Our Lady of Lourdes, St Thomas of Canterbury, and St Anne Line, provided a welcoming space for reflection and spiritual connection. These were made even more accessible this year through thoughtful use of sign language and inclusive worship, ensuring that every member could take part fully in the celebration of faith.

The group also strengthened its operational foundations, aligning closely with the charity’s 3–5 year strategic plan. The introduction of digital membership and volunteer compliance systems has simplified processes, improved safety, and enhanced communication across the group’s activities.

Behind the scenes, volunteers have made practical improvements such as recladding the group’s storage shed, upgrading tables and gazebos, and streamlining event logistics, all of which will benefit members for years to come.

A particular highlight is the biweekly Monday Pub Group, coordinated by Caroline Milne and her team of dedicated volunteers. This longstanding activity continues to provide a safe and enjoyable social outlet for adults with disabilities, enabling friendships to flourish and members to take part in everyday community life.

The Wanstead & Woodford Group continues to embody the very essence of CFDN through tireless commitment, innovation, and teamwork.

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Havering Group

The Havering Group, led by Chair Louis Vella and a dedicated committee, has once again demonstrated the warmth and strength of its community spirit. The group’s activities continue to thrive, with a particular focus on social inclusion, welfare, and pastoral care.

The Saturday Centre remains a cornerstone of the group’s work, offering members a safe, welcoming environment to socialise, play games, and enjoy creative activities every single week. The year’s sessions were consistently well attended, and the sense of camaraderie and belonging remains strong amongst the members and volunteers.

Members enjoyed a vibrant calendar of events, including the Christmas Party at St Albans Church Hall, where “Father Christmas” made his debut and, with live music from Sarah Peterson, ensured an atmosphere of joy and celebration. Easter 2025 brought its own festivities with a special gathering and Easter egg gifts for all, ensuring important times of the year are celebrated.

The group also participated in a range of wider community activities. They attended the Annual Special Needs Mass at Aylesford and were proudly the largest group in attendance, playing an active role in the service and contributing a beautiful handmade banner. Members also attended theatre trips, including Thanks for the Memories at the Queen’s Theatre and the Avalon production at Windmill Hall, supporting local performers and members alike.

A special Mass of Thanksgiving was held for Fr Bob Hamill in June 2025 but planned during this period. Whilst outside of the years reporting, it recognised and thanked him for his decades of service and spiritual guidance to the CFDN.

Havering Group’s committee has worked hard to ensure effective governance and recordkeeping in line with new processes and procedures, which is welcomed. Helen Wilson and Maureen Shead continued to attend central meetings and update our trustees and CEO.

Finally, the Welfare of Members, led by Jan Shiels, continues to ensure that members and their families are supported through both joyful and difficult times by sending cards, visiting members in hospital, attending funerals, and providing comfort and friendship when it is most needed. The continued efforts of Helen Wilson and Maureen Shead to visit care homes, update member records, and engage with care home staff reflect the group’s deep commitment to pastoral care and inclusion.

Ilford Group

The Ilford Group has seen a year of renewed energy, stability, and forward momentum. Following a period of restructuring, the group has re-established regular meetings and successfully held its 62nd Annual General Meeting, marking an important milestone in restoring local engagement, participation, new members and volunteers.

A major success has been the full integration of the Wednesday Club into the CFDN, ensuring the continuation of beloved activities such as discos, trips, and social gatherings, now delivered under the CFDN's umbrella. This collaboration has revitalised the Ilford community and strengthened links across the wider network, whilst sharing the valuable experience of dedicated volunteers. The vibrant and inclusive activities, including DJing, arts, crafts, singing and more at the weekly club, have found a strong foundation within Ilford through the supportive and caring approach the groups' volunteers provide.

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The group has also embraced positive change across the charity. Special recognition is noted in its work on volunteer governance, compliance, streamlined processes and volunteer training.

Open discussion during the AGM reflected a real sense of ownership and optimism for the future of the group. Members have positively participated in and shared feedback on upcoming changes. Financially, the group has made significant progress aligning both groups, strengthening and simplifying financial oversight and improving transparency.

Members have also welcomed the introduction of the Advocacy Service, ensuring that support is available for anyone facing challenges or requiring advice, which a number of members are accessing.

The group planned summer events to continue rebuilding its local presence and planned its annual Butlins trip for over 20 members. This event continues to attract attendees and, in many cases, provides the only annual holiday for disabled members, full of fun, adventure and friendship.

Despite the previous year’s challenges, the group’s resilience, willingness to embrace change, and commitment to serving its members stand as a testament to the enduring spirit of the CFDN.

Across all groups, the past year has shown extraordinary commitment from volunteers and members alike. Each group continues to enrich lives through companionship, inclusion, support and faith. Whether it is the laughter at a disco, the quiet reflection of a Mass, or the compassion shown through welfare visits by our volunteers, these activities represent the living ethos of the CFDN.

The Trustees wish to record their sincere gratitude to every volunteer, committee member, and supporter who makes this work possible.

Advocacy

A significant milestone this year was the introduction of the Community Advocacy Service, led by our new Disability Advocate. This service is already making a difference by supporting families and individuals through life transitions, championing the voices of those with disabilities, and ensuring that our values of compassion and empowerment remain central to all we do.

Our Aims and Objectives

Over the past year, the charity has continued to build upon the governance and compliance improvements first introduced in 2023. The appointment of our Chief Executive Officer, Daniel Ruscoe, has strengthened the organisation’s management structure and ensured that CFDN meets the standards expected of a modern, well-governed charity.

During this period, we have focused on embedding the objectives set out in our three-year strategic plan, achieving substantial progress in the first year. Key outcomes include:

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Expansion of outreach, advocacy, and volunteer engagement across all groups, supported by a streamlined membership process.

These achievements reflect the collaborative effort of trustees, volunteers, and our staff in ensuring that the charity remains safe, sustainable, and fit for the future. Work will continue in Year 2 to consolidate these systems, build capacity, and measure impact against the objectives of the strategic plan.

Structure, Governance and Management

The CFDN remains constituted under a Charitable Trust Deed, originally adopted in 1976 and most recently amended in 2025. During this financial period, the charity operated through a central executive and local committee, managed by the board of trustees and a CEO.

In 2024 Canon Michael (Bob) Hamill retired after decades of dedicated service as Trustee and Chaplain. We extend our sincere thanks for his leadership and spiritual guidance that many of our members will celebrate.

In 2025, the Board of Trustees approved a new modernised and streamlined management structure in updating our charitable constitution. The boards' aim was to reduce administrative burdens, improve oversight and provide a more streamlined lined structure for reporting and accountability.

The charity welcomed Keith Fernett MBE and Chuka Agbasiere as new trustees in April 2025, strengthening both governance and professional expertise on the board. Recruitment continues to expand the Board to a balanced complement of up to six Trustees, in line with guidance and the charity’s growth trajectory.

The Trustees confirm that there were no conflicts of interest or custodial holdings during the reporting period and that CFDN remains compliant with all relevant charity legislation and goodgovernance practices.

Financial Management

The charity’s financial position remains strong and well-managed, reflecting disciplined oversight and alignment with the first year of the 2024–2027 Strategic Plan. For the year ending 31 March 2025, CFDN achieved 97% of its income target and operated within 3% of its approved expenditure budget, a strong performance during a planned period of reinvestment and organisational growth.

Total income was £40,622 (up 119% from 2023/24), while total expenditure was £95,331, resulting in total funds carried forward of £707,296. The charity’s spending remained highly efficient, with approximately 70 pence in every £1 directed towards charitable activities and direct community support, 28 pence on administration and compliance, and 2 pence on fundraising.

The Board recognises that this financial year marks the start of a multi-year investment phase, focusing on compliance, fundraising, staffing, and digital infrastructure, to secure the charity’s long-term sustainability and readiness for future growth. Given the significant progress achieved, these investments were fully supported and welcomed.

The charity also strengthened its financial foundation through consolidation of group accounts, improved reporting systems, and responsible management of investments

13

held with Close Brothers and CCLA, which continue to generate stable returns above sector averages. Restricted funds were accurately managed and reported in accordance with Charity SORP (FRS 102), with clear evidence of compliance and impact delivery.

No trustee remuneration or expenses were paid during the period, and there were no relatedparty transactions. The Trustees are satisfied that CFDN’s finances remain sound, transparent, and compliant with the Charities Act 2011, positioning the organisation well to deliver its Year Two strategic objectives and realise the long-term benefits of its investment in people, systems, and sustainability.

Despite operating at a controlled deficit, this year’s accounts demonstrate a period of strategic investment and growth, aligning closely with the approved annual budget and long-term financial objectives.

Category 2024–25 (£) 2023–24 (£) Change (£)
Total Income 40,622 18,565 22,057
Total Expenditure 95,331 78,592 16,739
Net Movement in Funds (54,709) (60,027) 5,318
Total Funds Carried Forward 707,296 762,004 -54,708
Restricted Funds 5,191 5,191

The charity maintained total assets of £707,296 at year-end, including £532,955 in investments and £174,656 in cash reserves. The deficit reflects the planned reinvestment into staffing, infrastructure and system upgrades, increased activities and our advocacy services.

Income

Income for the year more than doubled (up 119%), driven by new funding streams and improved donor management, fundraising initiatives and oversight of finances.

Key income sources included:

The charity achieved 97% of its income target set within the 2024–2025 budget.

Additionally, £400,000 invested in a Close Brothers fixed-term account (5.15% AER) generated £20,712.88 in June 2025. Whilst this is outside of the reporting period, it demonstrates the decisions taken during the year to manage funds responsibly.

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Expenditure

Expenditure totalled £95,331, representing a 21% increase from 2023–24, consistent with the charity’s planned growth and strategic priorities.

Category 2024–25 (£) 2023–24 (£) Change (£)
Raising Funds 2,037 541 1,496
Charitable Activities 22,220 23,706 -1,486
Salaries & Staffing 66,389 52,249 14,140
Administrative & Governance 4,685 2,096 2,589

Expenditure remained within 3% of the approved budget .

The increase reflects strategic investment in advocacy, compliance, and staff infrastructure. Administrative costs remain efficient at 5% of total expenditure, well below the national charity average.

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Spend on Charitable Spend on Charity Overheads
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Our pence in the pound representation of spend has improved over the last 12 months, representing alignment with industry expectations. We continue to work on improving our charitable proportion whilst improving our charities' infrastructure from investments, prioritising public donations on charitable activities.

Conclusion

The CFDN’s financial performance in 2024–2025 demonstrates strong fiscal management and delivering a near-perfect budget alignment (within 3–5% of forecasts). Furthermore, strategic foresight and operational investment were consistent with the first year of the 3- Year Strategic Plan. The charity remains financially robust, with over £700,000 in assets, a growing income base, and an effective investment strategy to sustain long-term impact.

The Trustees are satisfied that CFDN continues to operate on a secure and sustainable financial footing, ensuring its ongoing ability to deliver meaningful services and support to members and their families across our network.

This Trustees Annual Report 2025 is approved by the Board and published on 14th November 2025. Signed on behalf of the Board by Trustee, Ellen Teresa McHale.

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Summary of Key Achievements

Membership grew by 36% to 445 registered members, including a 22% increase in members with disabilities.

Supported 45 members and families with direct advocacy; 80 % of cases successfully resolved, with an 89% satisfaction rate.

Delivered advocacy workshops, including Carers Week 2024, and

formed 8 new organisational partnerships

Strengthened the charity’s Board structure, welcomed two new Trustees Keith Fernett MBE and Chuka Agbasiere – bringing professional expertise and community representation.

Achieved 97% of income target (+119% year-on-year increase) and operated within 3 % of approved expenditure budget during a planned reinvestment phase.

The charity remains financially robust, with over £700,000 in assets, a growing income base, and an effective investment strategy of over ver £500k for ethical and sustainable growth

Membership increased by 36 % to 445 people , including a 22 % rise in members with disabilities, representing the highest engagement in over 6 years

Welcomed 13 new volunteers , bringing total active volunteers to 49 across three groups and central operations.

Achieved an 82 % volunteer compliance rate , with all DBS, safeguarding, and training requirements tracked digitally.

Ilford Group achieved a major milestone through the full integration of the Wednesday Club , revitalising its local programme and re-establishing the group AGM after a two-year pause.

Across all groups, over 120 social events were delivered , including theatre trips, family BBQs, holidays, discos, and Masses.

Achieved 70 pence in every £1 spent on charitable activities, surpassing sector benchmarks.

Wanstead & Woodford Group held over 30 events , raising £3,000 + through bingo and quiz fundraisers,

The CFDN enters 2025–26 as a digitally capable, financially secure and community-centred charity, well-positioned to deliver on its mission of empowering disability and supporting all.

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Building a Modern, Sustainable Charity

Our modern structure unites all parts of CFDN as one connected network in order for the Board to set the direction, the CEO to deliver it, and our groups and volunteers to bring it to life for years to come, ensuring that every member continues to feel supported, valued, and included.

Key Changes

A New Way Forward

We have introduced a refreshed management and governance structure to ensure the charity remains strong, inclusive, and sustainable for the future. These changes modernise the way we operate, making CFDN simpler to understand, more transparent, and better equipped to serve our members, volunteers, and staff.

Why We Made the Change

Following extensive review and feedback from volunteers and members, the Board of Trustees approved a new Charitable Constitution in August 2025.

This update ensures CFDN:

The Benefits

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What Charitable Donations Enable

Building Independence, Community, and Support

Our committed donors and fundraisers plays a crucial role in enriching the lives of individuals with disabilities. Every effort they make and every penny they raise directly contributes to a range of activities and support services that promote a sense of community, independence and a support network for our members and their families.

The money raised helps to organise and sustain our key events that are vital for disabled people. These include:

Fostering Community and Making Memories

Charitable contributions make it possible for us to host events that bring people together, creating lasting memories and strong community relationships. These events include:

BBQs and Spiritual Masses: Events that unite families and members in fellowship, nurturing a sense of community and shared experience.

Donations empower us to offer these activities, providing lifelines that promote independence, create a sense of belonging, and help us maintain a supportive community.

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CHARITY COMMISSION FOR ENGLAND AND WALES Charlty Name:. CFDN Charlty No lif any) 263075 Annual accounts for the eriod Period end da Pgriod dplg 0110412024 3110312025 Section A statement of financial activities R?strl¢t•d Unrg8lrf¢ted Incom• fund fund8 R•comm•ndod categorleo by a¢tlvSty Endowm•nt nds Prlor year fvnds Total fund• In¢omlng ro$Our￿$ (Noto 3) kncoma and •ndovmiinti from.. legathts ChaT￿ble act1￿05 FOI F02 F03 F04 F05 S01 4,212 6,436 23,323 27,535 6,436 9,915 1,796 0thortra4ing aclvlW•b lTrv49th16nts 6,584 S•pBrdi6 moleriol It•m allnu￿4 o￿tr- 8ub8¢rlpV 67 17.299 67 40,622 663 18.56S Tot•1 R••our¢•• •xp•nd•d (Not• 61 23.323 Exp•ndttur• on.. RA￿1￿ fundB ¢hothAblé ad1v￿•B 2,037 2.037 22,220 66,389 4,685 95,331 541 S•paraiè min81 Itam olxp8r 810 66,389 4,685 77.199 52,249 2,096 78.$92 fot•l 812 18,132 Not In¢om•ll•xp•ndltur•l b•fy• Inve•tm•nt galn•lllo•ie•l 813 59,900 5,191 54,709 60,027 N•iO8in￿l￿8$O$I on inv•8bW18 Net Incomollexpfrndlturo) Extr*ordlnary ltsm• Tran$f•rs botw••n fund• oth•r rncognl••d galnsl{lo••MI: S14 815 59,900 5,191 54,709 60.027 S18 Galnsand olltxed 08uts forlhechortV5 rmm uie OIher9&1n￿llO￿o8I Net movom•nt In fund• 81B 919 $9,900 5,191 54709 10,027 Reconclllatlon of funds.. Ttyial luno$èroughl forw8 Total funds carrl•d lonvard S21 762,004 702,104 762,004 707,296 822,031 762.004 5,191 19

Section B Balance sheet Restrfcted Income fund¥ UnreStrf￿Qd funds Endowm•nt Total thSs funds year Total last year Flxed assets Intanglble assets Tanglblo assets Hèrltage 88set8 Invostments F01 F02 F03 F04 F05 (Note 15) (Note 14) (Note 16) (Noto 17) Total fixed as$•t$ 905 801 B02 809 Current assets Stocks (Not• 181 Debtorn (Note 19) Invostments (Note 17.4) Cash at bank and In hand {Notè 241 Total current •ssots B06 B07 BO8 809 532,95S 532.9S5 126,679 B10 762,962 Crodltorn: amount8 falllng dua wlthln on• yo•r (Not• 20) Bl1 315 315 958 N•t cuff•nt •88ots1(Ilabllltl88) 812 762,004 Totsl •$$•ts l•ss ¢urr•nt Il•bllldo8 B13 762,004 Credltors: amounts falllng due aftor one year {Not• 201 Provlslons for Ilabllltl•s B14 B15 Total net 88sots or Ilabllltles B18 707.296 707,296 762,004 Funds of the Charfty Endowment fund8 (Note 271 R•8trlctad Incom• fund• {Not• 271 Unrestrlcted funds Revaluatlon reservo 817 Bl8 5,191 5,191 702,104 702,104 762,004 820 Tot•1 ffunds B21 762,004 Slgned by ona or trusi08s on b&half of 011 lh& InJsto&s Date ol approvgl ddlmml Signature Prfnt Name Mr• T•r••& Meh•l• 0111012025 20

oth•r Inftym•tI￿'. Analysls of expendlture on charltable actlvltles Category Expendlture 1£) Income Net Movement A¢tiwty- OayTrips IS6t 11 -925 AGtity- Oiaco18BQIPartie8 (Set 11 930.17 30.17 AcUvbty- S&iurday Cantre 322.91 -322.91 A¢fvoc8ty 13.242.75 19.323.00 OWJ.25 Aclvlly- 08yTrtp$ IS81 21 2,166.95 175 -2.013.95 ty- O1#￿18BalP8rtIts Isth 21 2.306.86 270 -2.038.86 A￿VIty- F•lknlPa$toral 6,619.78 .619.78 AcUthty- Hdlday• 2.250.C 1350.00 A¢llvlty- Pwi￿lIS￿MIAOYontUrfj 3,639.e3 -3,639.63 AcUvlly- Pub Gmup 753.26 -753.26 AcWvlty_ Slturday C•ntr• IW•ll4r•l 37.38 4T.36 Acllvlty- W•dn•sd•y Club 4,669.00 4.889.00 Fundrni¥lng- Genernl Don11k)￿lI) 714 714 Fundral•lng- Evonl 1,46$.98 ),995.87 1509.7I Fundrnllllng- Genernl Dan11b￿s￿$<2I 387.09 167.09 Pundr4lilng- Onll 6S2.e4 1,368.62 719. Fundr•lilng- Othqr 1 4.180.1 Fundr•lilng- 2 700 Fundraiiing- 8bl•ts Genero1 c￿10- Bank Chary 21.04 .21.04 Prfory•nr oxp•nd¢turo on ¢h1rft￿l+ •clfvRI•i n b• n•tyT•d ** follow'. Ilcabk Wllhln th• •¥p•n1￿U1• K•m• •bw• lh• fvIl￿1￿9 It•m• •r• m•t•rl•l'. Iplw•o dl•¢lo•• th• n•tyr•. •mount and •ny pwltyry••i licabk 21

Section C Notes to the accounts Icontl Notè 24 Cash at bank and In hand Thlg year Last year Bank A¢¢ounts Lloyds Bank- Havering GrcHJp Barclays Bank- Wanstead Group HSBC Bank Account. Executive GTOUP HSBC Bank Accounl- Illford Group HSBC Money Manager Account- Executive Group Paypal Holding Account- Executive Wlx Webslle Holding Account- Execulfve Inv?Jtment Accounts C.O.l.F Daposit Aceount-lllford C.O.l.F Daposit A¢count- Executive Acct Close Brother Inveslmenl Account 9,969 35,413 108,615 4,404 16,118 12,080 37,476 570,781 15,809 98 38 39 6,368 126,586 400,000 707,610 6,068 120.611 762.962 22

Contact Us

To get in contact:

If you would like to find out more about our charity and its work or membership, please visit:

Website: www.cfdn.org.uk Email: info@cfdn.org.uk

Local Group Support

We have several groups across Essex and East London, all of whom have a great deal of experience in supporting members, running events and signposting people to the right place. If you have any questions or need some support, please email us at info@cfdn.org.uk. Alternatively, contact the groups directly at:

Wanstead & Woodford: wwgroup@cfdn.org.uk

Ilford: ilfordgroup@cfdn.org.uk Havering: haveringgroup@cfdn.org.uk

Or contact our Disability Advocate on: Email: advocate@cfdn.org.uk Mobile: 07935 699 868

THANK YOU!

23

----- Start of picture text -----
Charity Name: CFDN Charity No
(if any)
263075
Annual accounts for the period
Period end
Period start date 01/04/2024 To date 31/03/2025
----- End of picture text -----

Section A Statement of financial activities

Recommended categories by
activity
Guidance Notes
Incoming resources (Note 3)
Income and endowments from:
Donations and legacies
S01
Charitable activities
S02
Other trading activities
S03
Investments
S04
Separate material item of income
S05
Other- Subscription
S06
S07
Resources expended (Note 6)
Expenditure on:
Raising funds
S08
Charitable activities
S09
Separate material item of expense
S10
Other
S11
S12
S13
Net gains/(losses) on investments
S14
S15
Extraordinary items
S16
S17
S18
Other gains/(losses)
S19
S20
Reconciliation of funds:
S21
S22
Total
Net movement in funds
Total funds brought forward
Total funds carried forward
Total
Net income/(expenditure) before investment
gains/(losses)
Net income/(expenditure)
Transfers between funds
Other recognised gains/(losses):
Gains and losses on revaluation of fixed assets for the charity’s own use
Unrestricted
funds
Restricted
income
funds
Endowment
funds
Total funds
Prior year
funds
£
£
£
£
£
F01
F02
F03
F04
F05
4,212
23,323
-
27,535
9,915
6,436
-
-
6,436
1,796
-
-
-
-
-
6,584
-
6,584
6,191
-
-
-
-
-
67
-
-
67
663
17,299
23,323
-
40,622
18,565
2,037
-
-
2,037
541
4,088
18,132
-
22,220
23,706
66,389
-
-
66,389
52,249
4,685
-
-
4,685
2,096
77,199
18,132
-
95,331
78,592
59,900
-
5,191
-
54,709
-
60,027
-
-
-
-
-
-
59,900
-
5,191
-
54,709
-
60,027
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
59,900
-
5,191
-
54,709
-
60,027
-
762,004
-
-
762,004
822,031
702,104
5,191
-
707,296
762,004

1

Section B Balance sheet

Fixed assets
Intangible assets (Note 15)
Tangible assets (Note 14)
Heritage assets (Note 16)
Investments (Note 17)
Total fixed assets
Current assets
Stocks (Note 18)
Debtors (Note 19)
Investments (Note 17.4)
Cash at bank and in hand (Note 24)
Total current assets
Creditors: amounts falling due within
one year (Note 20)
Net current assets/(liabilities)
Total assets less current liabilities
Creditors: amounts falling due after
one year (Note 20)
Provisions for liabilities
Total net assets or liabilities
Funds of the Charity
Endowment funds (Note 27)
Restricted income funds (Note 27)
Unrestricted funds
Revaluation reserve
Total funds
Signed by one or two trustees on behalf of all
the trustees
Guidance Notes
B01
B02
B03
B04
B05
B06
B07
B08
B09
B10

B11
B12
B13
B14
B15
B16
B17
B18
B19
B20
B21
Unrestricted
funds
£
F01
-
-
-
-

Restricted
income
funds
£
F02
-
-
-
-
Endowment
funds
Total this
year
£
£
F03
F04
- -
- -
- -
- -
Total last
year
£
F05
-
-
-
-
- - - - -
-
-
532,955
174,656
-
-
- -
- -
- 532,955
- 174,656
-
-
126,679
636,283
707,611 - - 707,611 762,962
958
315 - 315
707,296 - - 707,296 762,004
707,296 - - 707,296 762,004
-
-
-
-
-
-
- -
- -
707,296 - -
707,296
762,004
-
702,104
5,191 -
5,191
- 702,104
-
-
762,004
702,104 5,191 - 707,296 762,004
Signature Mrs Teresa Mchale
Print Name
Date of
approval
dd/mm/yyyy
01/10/2025

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Section C Notes to the accounts

Note 1 Basis of preparation

This section should be completed by all charities .

1.1 Basis of accounting

These accounts have been prepared under the historical cost convention with items recognised at cost or transaction value unless otherwise stated in the relevant note(s) to these accounts.

The accounts have been prepared in accordance with:

the Statement of Recommended Practice: Accounting and Reporting by Charities • and with  preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) issued on 16 July 2014 • and with  the Financial Reporting Standard applicable in the United Kingdom and Republic of Ireland (FRS 102)

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

Yes

1.2 Going concern

If there are material uncertainties related to events or conditions that cast significant doubt on the charity's ability to continue as a going concern, please provide the following details or state "Not applicable", if appropriate:

An explanation as to those factors that Not applicable support the conclusion that the charity is a going concern; Disclosure of any uncertainties that make the Not applicable going concern assumption doubtful; Where accounts are not prepared on a going Not applicable concern basis, please disclose this fact together with the basis on which the trustees prepared the accounts and the reason why the charity is not regarded as a going concern.

1.3 Change of accounting policy

The accounts present a true and fair view and the accounting policies adopted are those outlined in note { }.

Yes*
* -Tick as appropriate
No*
Please disclose:
(i) the nature of the change in accounting policy; Not applicable
(ii) the reasons why applying the new accounting policy
provides more reliable and more relevant information; Not applicable
and

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3

(iii) the amount of the adjustment for each line affected Not applicable in the current period, each prior period presented and the aggregate amount of the adjustment relating to periods before those presented, 3.44 FRS 102 SORP.

1.4 Changes to accounting estimates

No changes to accounting estimates have occurred in the reporting period (3.46 FRS 102 SORP).

----- Start of picture text -----
Yes
-Tick as appropriate
No
----- End of picture text -----*

Please disclose:

----- Start of picture text -----
(i) the nature of any changes; Not applicable
(ii) the effect of the change on income and expense or
Not applicable
assets and liabilities for the current period; and
(iii) where practicable, the effect of the change in one or Not applicable
more future periods.
----- End of picture text -----

1.5 Material prior year errors

No material prior year error have been identified in the reporting period (3.47 FRS 102 SORP).

----- Start of picture text -----
Yes
-Tick as appropriate
No
Please disclose:
(i) the nature of the prior period error; Not applicable
(ii) for each prior period presented in the accounts, the
amount of the correction for each account line item
affected; and
Not applicable
(iii) the amount of the correction at the beginning of the Not applicable
earliest prior period presented in the accounts.
----- End of picture text -----*

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Section C Notes to the accounts (cont)

Note 3 Analysis of income

----- Start of picture text -----
Restricted
Unrestricted income Endowment
funds funds funds Total funds Prior year
Analysis £ £
Donations Donations and gifts 4,212 - - 4,212 9,915
and legacies: Gift Aid - - - - -
Legacies - - - - -
General grants provided by government/other
charities 23,323 - 23,323
Membership subscriptions and sponsorships
which are in substance donations
67 - - 67 663
Donated goods, facilities and services - - - - -
Other - - - -
Total 4,279 23,323 - 27,602 10,578
Charitable Christmas Cards & Ticket Sales
activities: 5,968 - - 5,968 1,796
Sales of Goods & Services 468 - - 468 -
Total 6,436 - - 6,436 1,796
Other trading
activities: - - - - -
- - - - -
Other - - - - -
Total - - - - -
Income from Interest income 300 - - 300 318
investments: Dividend income - - - - -
Rental and leasing income - - - - -
Investment Fund Accounts (COIF) 6,284 - - 6,284 5,873
Total 6,584 - - 6,584 6,191
Separate Income from Sale of Land - - - - -
material item Land Rental Income -
of income: Income from Vist/Ticket - - - - -
Trip Income - - - - -
Total - - - - -
Other: Conversion of endowment funds into income
- - - - -
Gain on disposal of a tangible fixed asset
held for charity's own use - - - - -
Gain on disposal of a programme related
investment - - - - -
Royalties from the exploitation of intellectual
property rights - - - - -
Other-Interest Income - - - - -
Total - - - - -
TOTAL INCOME 17,299 23,323 - 40,622 18,565
Other information:
All income in the prior year was unrestricted except for:
(please provide description and amounts)
Not applicable
Where any endowment fund is converted into income in the
reporting period, please give the reason for the conversion.
Not applicable
Within the income items above the following items are
material: (please disclose the nature, amount and any prior
year amounts)
Not applicable
----- End of picture text -----

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Section C Notes to the accounts (cont)

Note 4 Analysis of receipts of government grants

Government grant 1
Government grant 2
Government grant 3
Other
Please provide details of any
unfulfilled conditions and other
contingencies attaching to grants
that have been recognised in
income.
Please give details of other forms of
government assistance from which
the charity has directly benefited.
This year
Last year
£
£
Income from Government Grants
- -
- -
- -
- -
Total
- -
Not Applicable
Not Applicable
Description
This year
Last year
£
£
Income from Government Grants
- -
- -
- -
- -
Total
- -
Not Applicable
Not Applicable
Description

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Section C Notes to the accounts (cont)

Note 6 Analysis of expenditure

----- Start of picture text -----
Unrestricted Restricted Endowment
funds income funds funds Total funds Prior year
Analysis £ £
Expenditure on Incurred seeking donations 1,969 - - 1,969 541
raising funds: Incurred seeking legacies
- - - - -
Incurred seeking grants
Operating membership schemes and social lotteries
Staging fundraising events
Fudraising agents
Operating charity shops
Operating a trading company undertaking non-
charitable trading activity
Advertising, marketing, direct mail and publicity
68 - - 68 -
Start up costs incurred in generating new source of
future income
- - - - -
Database development costs - - - - -
Other trading activities
Investment management costs: - - - -
Portfolio management costs - - - - -
Cost of obtaining investment advice
- - - - -
Investment administration costs
- - - - -
Intellectual property licencing costs
- - - - -
Rent collection, property repairs and maintenance
charges - - - - -
Total expenditure on raising funds 2,037 - - 2,037 541
Expenditure on The expenses associated with the
charitable charitable mission, aimed at addressing the
activities
spiritual, material, and social needs of
disabled individuals, with a particular focus
on the Diocese of Brentwood, and fostering
their overall well-being through voluntary
personal service, charitable contributions,
and the establishment of supportive
facilities.''
4,088 18,132 - 22,220 23,591
Total expenditure on charitable activities
4,088 18,132 - 22,220 23,591
Separate material - - - - -
item of expense Salaries
66,389 - - 66,389 52,249
- - - - -
Total 66,389 - - 66,389 52,249
Other
Charity Accounting Fees 190 - - 190 191
Insurance Expense 792 - - 792 963
Office Supplies & Printing 785 - - 785 722
Other Misc Expense 2,918 - - 2,918 335
Total other expenditure 4,685 - - 4,685 2,212
TOTAL EXPENDITURE 77,199 18,132 - 95,331 78,592
----- End of picture text -----

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Other information:

Analysis of expenditure on charitable activities

----- Start of picture text -----
Income Net Movement
Category Expenditure (£)
(£) (£)
Activity – Day Trips (Set 1) 925 0 -925
Activity – Disco/BBQ/Parties (Set 1) 930.17 0 -930.17
Activity – Saturday Centre 322.91 0 -322.91
Activity – Advocacy 13,242.75 19,323.00 6,080.25
Activity – Day Trips (Set 2) 2,188.95 175 -2,013.95
Activity – Disco/BBQ/Parties (Set 2) 2,308.86 270 -2,038.86
Activity – Faith/Pastoral 6,619.78 0 -6,619.78
Activity – Holidays 0 2,250.00 2,250.00
Activity – Physical/Swim/Adventure 3,639.63 0 -3,639.63
Activity – Pub Group 753.26 0 -753.26
Activity – Saturday Centre (Welfare) 37.38 0 -37.38
Activity – Wednesday Club 4,889.00 0 -4,889.00
Fundraising – General Donation/Subs (1) 0 714 714
Fundraising – Event 1,485.96 3,995.67 2,509.71
Fundraising – General Donation/Subs (2) 0 367.09 367.09
Fundraising – Online 652.64 1,368.62 715.98
Fundraising – Other 1 0 4,180.00 4,180.00
Fundraising – Other 2 0 700 700
Fundraising – Sales 0 694 694
General Costs – Bank Charges 21.04 0 -21.04
Prior year expenditure on charitable activities
can be analysed as follows:
Not applicable
Within the expenditure items above the
following items are material: (please disclose
the nature, amount and any prior year
amounts) Not applicable
----- End of picture text -----

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8

Section C Notes to the accounts

Note 10 Details of certain items of expenditure

10.1 Fees for examination of the accounts

Please provide details of the amount paid for any statutory external scrutiny of accounts and other services provided by your independent examiner. If nothing was paid please enter '0' in the appropriate box(es).

Other fees (for example: financial advice, consultancy, accountancy services) paid
to the independent examiner
Independent examiner’s fees
Assurance services other than audit or independent examination
Tax advisory fees
This year
Last year
£
£
- -
- -
- -
190.00 191.00

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9

Section C Notes to the accounts (cont)

Note 11 Paid employees Please complete this note if the charity has any employees.

11.1 Staff Costs

11.1 Staff Costs
This year Last year
£ £
Salaries and wages 66,389 52,249
Social security costs 110 -
Pension costs (defined contribution scheme) 758
Other employee benefits - -
Total staff costs 67,257 52,249
Please provide details of expenditure on staff working for the
charity whose contracts are with and are paid by a related party N/A

Please give details of the number of employees whose total employee benefits (excluding employer pension costs) fell within each band of £10,000 from £60,000 upwards. If there are no such transactions, please enter 'true' in the box provided.

please enter 'true' in the box provided. please enter 'true' in the box provided. please enter 'true' in the box provided.
No employees received employee benefits (excluding employer N/A
pension costs) for the reporting period of more than £60,000
Band Number of employees
£60,000 to £69,999
£70,000 to £79,999
£80,000 to £89,999
£90,000 to £99,999
£100,000 to £109,999

Please provide the total amount paid to key management personnel (includes trustees and senior management) for their services to the charity

11.2 Average head count in the year

The parts of the charity in which the employees work

Fundraising
Charitable Activities
Governance
Other
Total
This year
Last year
Number
Number
- -
1 -
1 1
- -
2 1

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10

11.3 Ex-gratia payments to employees and others (excluding trustees) Please complete if an ex-gratia payment is made.

Please explain the nature of the payment Please state the legal authority or reason for making the payment Please state the amount of the payment (or value of any waiver of a right to an asset)

N/A N/A N/A

11.4 Redundancy payments

Please complete if any redundancy or termination payment is made in the period.

Total amount of payment
Please state the accounting policy for
any redundancy or termination
payments
The extent of redundancy funding at
the balance sheet date
The nature of the payment (cash, asset
etc.)
N/A
N/A
N/A
N/A

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11

Section C Notes to the accounts (cont)

Note 19 Debtors and prepayments

Please complete this note if the charity has any debtors or prepayments.

19.1 Analysis of debtors Trade debtors Prepayments and accrued income Other debtors

----- Start of picture text -----
This year Last year
£ £
- -
- -
- -
- -
----- End of picture text -----

Total

Please complete 19.2 where a material debtor is recoverable more than a year after the reporting date.

19.2 Analysis of debtors recoverable in more than 1 year (included in debtors above)

Trade debtors
Prepayments and accrued income
Other debtors
Total
This year
Last year
£
£
- -
- -
- -
- -
- -

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Section C Notes to the accounts (cont)

Note 20 Creditors and accruals

Please complete this note if the charity has any creditors or accruals.

20.1 Analysis of creditors

Accruals for grants payable
Bank loans and overdrafts
Trade creditors
Payments received on account for contracts or
performance-related grants
Accruals and deferred income
Taxation and social security
Other creditors
Total
This year
Last year
This year
Last year
£
£
£
£
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
315 958
- -
Amounts falling due
within one year
Amounts falling due after
more than one year
315
958
- -

20.2 Deferred income

Please complete this note if the charity has deferred income.

Please explain the reasons why income is deferred.

Movement in deferred income account
Balance at the start of the reporting period
Amounts added in current period
Amounts released to income from previous periods
Balance at the end of the reporting period
This year
Last year
£
£
- -
- -
- -
- -

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13

Section C Notes to the accounts (cont)

Note 24 Cash at bank and in hand

Note 24 Cash at bank and in hand
Bank Accounts
Lloyds Bank- Havering Group
Barclays Bank- Wanstead Group
HSBC Bank Account - Executive Group
HSBC Bank Account - Illford Group
HSBC Money Manager Account - Executive Group
Paypal Holding Account- Executive
Wix Website Holding Account- Executive
Investment Accounts
C.O.I.F Deposit Account-Illford
C.O.I.F Deposit Account - Executive Acct
Close Brother Investment Account
Total
This year
Last year
£
£
9,969
12,080
35,413
37,476
108,615
570,781
4,404 -
16,118
15,809
98 98
39 38
-
6,368
6,068
126,586
120,611
400,000 -
707,610
762,962

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Section C Notes to the accounts (cont)

Note 27 Charity funds

27.1 Details of material funds held and movements during the CURRENT reporting period

Please give details of the movements of material individual funds in the reporting period together with a balancing figure for 'Other funds'. The 'Total funds' figure below should reconcile to 'Total funds' in the blanace sheet.

* Key: PE - permanent endowment funds; EE - expendible endowment funds; R - restricted income funds, including special trusts, of the charity; and U - unrestricted funds

----- Start of picture text -----
Fund Fund
balances balances
Type PE, EE Purpose and Restrictions brought Gains and carried
R or UR
forward Income Expenditure Transfers losses forward
Fund names £ £ £ £ £ £
The Restricted funds represents the funds of
the charity which are designated for the
Donations & Gifts R particular purpose. - 23,323 - 18,132 - - 5,191
The Unrestricted funds represents the free
funds of the charity which are not designated
Donations & Gifts UR for the particular purpose. 762,004 17,299 - - - 779,303
The expenses incurred for charity
objective ''to provide for the spiritual,
material and social needs of disabled
people generally but particularly in the
diocese of brentwood and to promote
their general welfare by voluntary
personal service and charitable gifts and
the provision of facilities for their care and
Charitable Activities/Projects UR benefit generally'' - - 77,199 - - - 77,199
Other funds N/a N/a - - - - - -
Total Funds 762,004 40,622 - 95,331 - - 707,296
----- End of picture text -----*

CC17a (Excel)

10/11/2025

15

Note 28 Transactions with trustees and related parties If the charity has any transactions with related parties (other than the trustee expenses explained in guidance

28.1 Trustee remuneration and benefits

This year

None of the trustees have been paid any remuneration or received any other benefits from

TRUE

In the period the charity has paid trustees remuneration and benefits. Please give the amount of, and legal

Name of trustee
Legal authority (eg
order, governing
document)
Remunerati
on
Pension
contribution
Redundancy
(including
loss of
office)/ex
gratia
Other
TOTAL
£
£
£
£
£
- -
-
-
-
- -
-
-
-
Amounts paid or benefit value

Please give details of why remuneration or other N/A employment benefits were paid.

Where an ex gratia payment has been made to a trustee, provide an explanation of the nature of the payment.

Last year

None of the trustees have been paid any remuneration or received any other benefits from an employment with their charity or a related entity (True or False)

TRUE

In the period the charity has paid trustees remuneration and benefits. Please give the amount of, and legal authority for, any remuneration or other benefits paid to a trustee by the charity or any institution or company connected with it.

Name of trustee
Legal authority (eg
order, governing
document)
Remunerati
on
Pension
contribution
Redundancy
(including
loss of
office)/ex
gratia
Other
TOTAL
£
£
£
£
- -
-
-
-
- -
-
-
-
Amounts paid or benefit value

Please give details of why remuneration or other Where an ex gratia payment has been made to a

N/A

12.2 Trustees' expenses

If the charity has paid trustees expenses for fulfilling their duties, details of such transactions should be No trustee expenses have been incurred (True or False) TRUE

Accommodation
Travel
Subsistence
No trustee expenses have been incurred (True or False)
Type of expenses reimbursed
-
-
-
This year
£
-
-
-
TRUE
Last year
£

----- Start of picture text -----
Phone - -
- -
TOTAL - -
----- End of picture text -----

Please provide the number of trustees reimbursed for expenses

12.3 Transaction(s) with related parties

Please give details of any transaction undertaken by (or on behalf of) the charity in which a related party has a material interest, including where funds have been held as agent for related parties. If there are no such transactions, please enter 'true' in the box provided.

This year

This year This year
There have been no related party transactions in the reporting period (True or False) TRUE
Amounts
Name of the
trustee or
related party
Relationship
to charity
Description of the
transaction(s)
Amount Balance at
period end
Provision for bad
debts at period end
written
off during
reporting
period
In relation to the transactions above, please provide
the terms and conditions, including any security and
the nature of any payment (consideration) to be
provided in settlement. N/A
For any related party, please provide details of any
guarantees given or received. N/A

Last year

Last year Last year Last year Last year
There have been no related party transactions in the reporting period (True or False) TRUE
Amounts
Name of the
trustee or
related party
Relationship
to charity
Description of the
transaction(s)
Amount Balance at
period end
Provision for bad
debts at period end
written
off during
reporting
period
£ £ £ £
In relation to the transactions above, please provide N/A
For any related party, please provide details of any N/A

Section C Notes to the accounts (cont)

Note 29 Additional Disclosures

The following are significant matters which are not covered in other notes and need to be included to provide a proper understanding of the accounts. If there is insufficient room here, please add a separate sheet.

The Catholic Fellowship Brentwood Diocese is dedicated to delivering comprehensive services to individuals with disabilities and their families within the Catholic Diocese and the Brentwood area, encompassing Essex and East London. Our organization operates through four distinct groups:

1) The Executive Committee: This vital committee ensures that our services align with our charity's constitution. The Trustees provide oversight, support, and decision-making. Each sub-group shares its charitable initiatives with this committee. The Executive Committee also actively engages in its own charitable activities and events.

2) Havering Sub-Group: The Havering sub-group directly offers charitable services to our members through a range of events, volunteer support, and weekly activities. They are responsible for fundraising activities and have the delegated authority to carry out these activities, as granted by the Executive Committee.

3) Ilford Sub-Group: The Ilford sub-group provides direct charitable activities and services to members through various events, volunteer support, and activities. They also undertake fundraising initiatives and have the delegated authority to manage their fundraising and charitable programs, as authorized by the Executive Committee.

4) Wanstead & Woodford Sub-Group: This sub-group offers direct charitable services to members through various events, volunteer support, and bi-weekly activities. Similar to the other sub-groups, they are responsible for their fundraising endeavors and have the delegated authority from the Executive Committee to execute these activities.

CC17a (Excel)

10/11/2025

18

Independent examiner's report on the accounts

Section A Independent Examiner’s Report

Report to the trustees/
members of
On accounts for the year
ended
Set out on pages
CFDN
31 March -2025
Charity no
(if any)
263075

I report to the trustees on my examination of the accounts of the above charity (“the Trust”) for the year ended 31/03/2025 .

Responsibilities and As the charity's trustees, you are responsible for the preparation of the basis of report accounts in accordance with the requirements of the Charities Act 2011 (“the Act”).

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(5)(b) of the Act.

Independent I have completed my examination. I confirm that no material matters have examiner's statement come to my attention in connection with the examination which gives me cause to believe that in, any material respect:

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 in order to enable a proper understanding of the accounts to be reached.

Signed: Date: 10/11/2025 Name: Zeeshan Munawar (Professional Independent Accountant) Relevant professional ACCA qualification(s) or body (if any): Address: Unit 14 East Shopping Centre 232-236 Green Street, London, E7 8LE

Oct 2018

IER

1

Section B Disclosure

Only complete if the examiner needs to highlight material matters of concern (see CC32, Independent examination of charity accounts: directions and guidance for examiners).

Give here brief details of any items that the examiner wishes to disclose .

Not Applicable

Oct 2018

IER

2