2025-03-31-accounts

THE ELFRIDA SOCIETY

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2024/25
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Company registeration number: 1559198
Charity registeration number: 282716
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ANNUAL REPORT

TABLE OF CONTENT

LEGAL AND ADMINISTRATIVE DETAILS

03 - 04

REPORT FROM THE TRUSTEES

05 - 19

REPORT OF THE 20 - 23 INDEPENDENT AUDITORS

STATEMENT OF FINANCIAL ACTIVITIES

24

BALANCE SHEET

25

STATEMENT OF CASH FLOWS

26

NOTES TO THE FINANCIAL

STATEMENTS

27 - 38

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THE ELFRIDA SOCIETY LEGAL AND ADMINISTRATIVE DETAILS

Status

The organisation is a charitable company limited by guarantee, incorporated on 1 May 1981 and amended to change the name on 12 March 1990 and 31 December 1996, and registered as a charity on 6 July 1981.

Governing Document

The company was established under a memorandum of association which established the objects and powers of the charitable company and is governed under its articles of association.

Company Number

Charity Number

Registered Office and Operational Address

1559198 282716 34 Islington Park Street, Islington

London

Honorary Officers

N1 1PX Patience Wilson Chair of The Board of Trustees Martin Wallin Board Member Adrian Brown Board Member Inarm Osborn Board Member Paul James Bartram Treasurer of the Board of Trustees Resigned on 15/07/2025 Samira Hotobah-During Board Member Alex Leeson-Mill Board Member Victoria Helen Middleton Board Member Appointed on 26/09/2024 & Appointed as Treasurer on 15/07/2025 Sarah Jane Hayes Board Member Appointed on 05/09/2025

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THE ELFRIDA SOCIETY (LIMITED BY GUARANTEE)

LEGAL AND ADMINISTRATIVE DETAILS FOR THE YEAR ENDING 31 MARCH 2025

Principal Staff

Maria Dolly Galvis Zapata - Chief Executive Officer

Bankers

CAF Bank Ltd 25 Kings Hill Avenue

Kings Hill West Malling ME19 4JQ

National Westminster Bank plc Highbury and Islington Branch

11 Upper Street London N1 0PQ

Auditors

Goldwins

Chartered Accountants and Statutory Auditors

75 Maygrove Road

West Hampstead London

NW6 2EG

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REPORT FROM THE TRUSTEES

FOR THE YEAR ENDING 31 MARCH 2025

Welcome to the Elfrida Society’s Impact Report.

This report has been written by the Board of Trustees. It explains what we have done, who we support, and the difference we have made during the year from 1 April 2024 to 31 March 2025.

The Trustees are responsible for making sure the charity is run well, is safe, and follows the law. We also make sure that money is used properly and in line with our values. This report should be read alongside our financial accounts, which have been prepared using charity accounting rules and guidance from the Charity Commission.

Who We Are and What We Do

The Elfrida Society supports people with learning disabilities and neurodivergent people, as well as their families and carers.

Our purpose is to:

• Support people to live good lives

• Reduce inequality and exclusion

• Help people have a voice and choice

• Make sure people are treated fairly

We work to remove barriers that stop people from:

• Getting the right support

• Being heard

• Taking part in their community

Our Aims

The Elfrida Society exists to:

• Support the wellbeing, learning, and independence of people with learning disabilities and neurodivergence.

• Offer social, recreational, and community activities that help people feel included

• Reduce poverty, distress, and poor health for people and their families.

Everything we do is guided by our values of:

• Choice

• Empowerment

• Co-production

• Trust

• Care

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Public Benefit

The Trustees follow guidance from the Charity Commission about public benefit.

All of our work is designed to benefit people with learning disabilities and neurodivergent people.

All our services are inclusive, free to use and open to people of all backgrounds, cultures, and identities.

Inclusion, Equality, and Lived Experience

We have been working hard to become a truly inclusive and service-user-led organisation, and we are proud of the progress we have made. At least 80% of our staff and volunteers are people with learning disabilities and/or neurodivergence, and four of our Trustees are lived-experience experts.

This means that our work is shaped by the voices, knowledge, and experiences of the people we support and work alongside. We believe this makes our services stronger, more relevant, and more effective. We remain committed to building on this progress and continuing to improve how lived experience informs our leadership, governance, and day-to-day work.

Our History and Commitment

Founded in 1919, the Elfrida Society has over 100 years of experience supporting people with learning disabilities and neurodivergence.

This year has been especially challenging. Rising living costs have increased pressure on the people we support, while demand for our services has grown and funding has become more limited.

Despite this, our Trustees remain firmly committed to our mission and to the communities we

work alongside. We continue to stand for rights, dignity, and inclusion, supporting people to build connections, gain confidence, and live full and independent lives.

Our Funders and Supporters

We are deeply grateful to the organisations and individuals who make our work possible. Their support allows us to provide vital services, advocacy, and opportunities for people with learning disabilities and neurodivergence (LDND).

London Borough of Islington, London Local Authorities. and Rethink Advocacy, Richard Cloudesley’s Charitable Fund, Percy Bilton Grant, The National Lottery Awards for All, LHEP NHSE & GLA Community Action for Health Partnerships, Protection Approaches (HCCORP), Middlesex County Cricket Club, Sport England Small Grants, City Bridge Trust, Capital City College Sports, Barclays – Grant Sported Foundation, Dan Maskell Tennis, GoLondon / Greater London Authority, London Catalyst – Samaritans Fund, Surrey University, Kings College

We also thank the many individuals and community supporters whose contributions help us continue our mission every day.

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OUR PEOPLE AND OUR PREMISES:

REDEVELOPMENT IN ACTION

Our Staff, Volunteers, and Lived Experience Experts

Our achievements are driven by a committed team of staff and volunteers who bring a wealth of knowledge, passion, and insight to everything we do. Their expertise and understanding inform our approach to service design, advocacy, and policy work. By actively involving people with lived experience in decision-making, we create a truly inclusive environment where voices are heard, perspectives valued, and meaningful change is possible.

The dedication and insight of our staff, volunteers, and lived experience experts allow us to maintain high-quality services, respond to challenges creatively, and strengthen our collaborations with the wider learning disabilities and neurodiversity community.

Our Premises and Development

This year, we invested a significant portion of our cash reserves in urgent refurbishments of our offices at 34 IPS and our flats at 58 Ambler Road. These improvements ensure our spaces are safe, fit for purpose, and welcoming, while also enabling us to generate unrestricted income through rentals and room hire.

This investment has already begun to pay off: since November 2024, Hestia has been renting our space for their Mental Health Recovery Hub during evenings and weekends. This does not interfere with our day-to-day operations from 9 am to 5 pm, while enhancing the space and providing vital services to the community.

We have also made significant progress on our community hub redevelopment at Purley Place. We submitted a pre-application to Islington Council and completed an independent accessibility audit to guide the design of a fully inclusive and welcoming space. Funding applications have progressed well, with stage two submissions invited once planning permission is granted. Our architect and project manager are ready to submit the full planning application as soon as we receive feedback, and we aim to submit in the first quarter of 2026. This redevelopment will create a hub that better serves our community and helps diversify and strengthen our resources for the future.

Services and Activities Updates

Over the past year, the Elfrida Society has continued to provide a wide range of services and activities designed to support people with LDND. From advocacy and healthcare support to social, educational, and recreational programmes, our work empowers individuals to build confidence, make connections, and participate fully in their communities.

This following section highlights the key achievements, initiatives, and developments across our services, demonstrating the impact of our work and our commitment to meeting the evolving needs of the people we support.

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OUR SERVICES AND ACTIVITIES

PEER ADVOCACY- USER LED MONITORING

Introduction:

Over the course of the year, significant progress was made in the areas of community engagement and support services. This report outlines the key activities undertaken, the outcomes achieved, and recommendations for future improvements.

Visits and Observations:

A total of 24 visits were completed throughout the year. During each visit, various issues were identified and communicated to the relevant London Borough of Islington (LBI) subgroups. These were based on careful observations and discussions, ensuring that each placement's unique challenges were addressed effectively.

Employment and Staffing:

The initiative successfully placed five individuals with LP (Learning Pathways) into paid employment roles. In addition, two individuals were employed as bank staff, reflecting a positive trend in job placements and workforce development.

Community Engagement:

There was ongoing engagement with residents and carers during the year. Efforts were made to broaden the scope of these discussions to encompass a wider range of community issues. This approach aims to foster a more inclusive dialogue as we move into the next financial year.

Reports and Recommendations:

Comprehensive reports were provided to the LBI regarding each placement. These reports included detailed observations and actionable recommendations for improvements, helping to guide future strategies and enhance service delivery.

Training Initiatives:

Training sessions were conducted focusing on critical areas such as risk assessments, effective communication with individuals with complex needs, and the reporting of safeguarding issues. These sessions were aimed at enhancing the skills and competencies of staff and stakeholders, ensuring a high standard of care and support.

Conclusion:

The past year has seen considerable achievements, with a focus on community integration, coproduction and service enhancement. The recommendations and insights gathered will serve as a foundation for continued improvement and development in the coming year.

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PEER ADVOCACY - POWER & CONTROL

Introduction:

The Power and Control group has continued to demonstrate significant engagement and collaboration with various stakeholders, focusing on enhancing support for individuals with learning disabilities (LD) across multiple domains such as housing, safety, employment, and health.

Collaboration and Networking:

The group maintained a strong partnership with LBI, actively participating in all four subgroups relevant to their focus areas. They also extended their collaborative efforts by reaching out to their counterparts in Camden. This initiative aimed at sharing ideas and addressing common concerns, fostering a sense of community and mutual support among peers.

Participation in Broader Initiatives:

The group actively engaged with the People First London Campaign Network, joining meetings with other organisations throughout London. This participation was instrumental in increasing the visibility of their role as peer advocates and aligning with both local and national initiatives for individuals with LD.

Community Involvement:

The group played a key role in Islington's LD Week celebrations, contributing to events such as Sports Day and My Way Day. Their involvement was crucial in promoting community engagement and raising awareness about learning disabilities and neurodivergent needs.

Operational Improvements:

To enhance member participation, the group reduced the need for co-chairing responsibilities in subgroups. This change allows members to focus on active participation rather than the procedural aspects of meetings. Furthermore, the group has consistently provided recommendations to improve meeting accessibility, including simplifying content for easier understanding in both subgroups and partnership board meetings.

Strategic Developments:

In collaboration with the new contracts commissioning lead, the group started working towards improving their operational framework. These improvements aim to provide more structure to their role, reducing the frequency of ad-hoc requests from LBI staff to use the group as an informal sounding board for LD issues.

Conclusion:

The Power and Control group has made significant strides in enhancing their advocacy role, strengthening partnerships, and contributing to community initiatives. Their efforts in making meetings more accessible and refining their operational structure underscore their commitment to supporting individuals with learning disabilities effectively.

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SPECIALIST PARENT ADVOCACY

T eam Expansion:

We added a new member to our team, who brought valuable experience in domestic violence (DV). This expansion was designed to enhance our capabilities in supporting individuals and families affected by DV.

Expansion of Reach:

Our service reach had significantly broadened beyond London, accepting 7 referrals from outside of London areas and 25 of the 32 London boroughs. This growth represented a substantial increase in our regional presence.

Client Engagement:

Clients were generally referred at the Child Protection stage, with cases lasting around 10 months. Parents with learning disabilities and neurodivergence face barriers such as inaccessible information, limited understanding of their rights, and insufficient tailored support. Early access to advocacy and legal advice could resolve many situations sooner, reducing the risk of family separation and court involvement.

Alongside continuing one-to-one support, we are committed to securing funding to raise awareness, advocate for systemic change, and use the law strategically to improve outcomes for parents with LDND.

Demographic Breakdown:

Among the clients we served, 84% were mothers and 16% were fathers. This data underscored the gender distribution within our client base.

Outcome Success:

We achieved 12 successful outcomes at final hearings, which reflected the effectiveness of our interventions and support throughout the case processes.

Continued Engagement:

Post-case engagement included six parents who continued to participate in our research projects focused on parenting after their cases had concluded. This ongoing involvement demonstrated a commitment to improving outcomes and contributing to broader research initiatives.

Research Contributions:

Moreover, we engaged in four research projects aimed at university students, concentrating on parenting and learning disabilities (LD). This participation contributed to the development of academic knowledge and practical insights in these critical areas.

Conclusion

This year, we strengthened our team with expertise in domestic violence, expanded our reach across London and beyond, and delivered impactful support to parents facing significant barriers. Our interventions led to successful outcomes in court, ongoing client engagement, and meaningful contributions to research. Moving forward, we remain committed to advocacy, systemic change, and securing funding to ensure every family receives the tailored support they need.

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HEALTH ADVOCACY

Introduction

In April 2024, a new initiative was launched in Islington aimed at providing advocacy support for individuals with learning disabilities (LD). This initiative was developed to assist individuals in attending health appointments, engaging with health professionals, and requesting reasonable adjustments within health settings. The program was established following the success of a pilot initiative conducted the previous year.

This support is vital because people with LDND face major health inequalities, dying on average 20 years earlier than the general population, with many deaths considered avoidable. Barriers include difficulty accessing appointments, poor communication, and lack of reasonable adjustments. Early advocacy and support help people access care, get their needs met, and improve health outcomes.

Program Features

The advocacy service expanded its offerings to include workshops on health topics, which were selected based on nominations by the participants. These workshops were designed to empower individuals with LD by enhancing their understanding of health-related issues and their ability to navigate health systems effectively.

Workshop Schedule

A structured schedule was implemented, featuring three workshops per month. Each month, the workshops covered a diverse range of topics, rotating among physical health, mental health, and social issues that may impact general wellbeing. This rotation ensured a comprehensive approach to health education, addressing various aspects of participants' lives.

I mpact and Progress

Over the initial twelve-months, the advocacy service successfully delivered just under 500 hours of advocacy. This support was critical in assisting individuals to access necessary health services and advocate for their needs effectively. The initiative has demonstrated significant potential in improving the quality of life for people with LDND in Islington by facilitating better access to healthcare and promoting informed decision-making.

This work has only been possible due to the continued support of our funders, including trusts and foundations such as Richard Cloudesley’s Charitable Fund and London Catalyst. Their investment enables us to maintain and strengthen vital advocacy services.

Conclusion

The new advocacy initiative has made noteworthy strides in supporting individuals with learning disabilities in Islington. By providing tailored assistance and educational workshops, the program is successfully addressing the challenges faced by this community in navigating health systems. Continued efforts and expansion of the service could further enhance its impact, contributing to improved health outcomes for individuals with LD and neurodivergent people.

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COMMUNITY & CARE ACT ADVOCACY

Community and Care Act Advocacy

We continued our collaboration with Rethink Advocacy to deliver Community and Care Act support for people with learning disabilities (LD) living in Islington and Camden. This work is delivered through a subcontracted model, enabling us to reach individuals who may otherwise struggle to access advocacy and support.

Support Provided

Throughout the year, we supported many residents with a wide range of issues. Most cases related to community advocacy, where individuals needed help to understand their rights and access support around:

• Benefits and financial entitlements

• Housing issues

• Requesting and securing reasonable adjustments

Our advocacy helped people navigate complex systems and communicate effectively with services, promoting greater independence and wellbeing.

Complex Care Act Cases

In addition to community advocacy, we supported highly complex Care Act cases. These involved significant housing and medical concerns, where individuals lacked the capacity to give consent. Our work focused on safeguarding rights, ensuring appropriate decision-making, and coordinating with professionals to achieve the best possible outcomes for the individuals involved.

Impact and Approach

Across all our work, our focus has been on providing consistent, joined-up advocacy that improves quality of life and reduces stress for people with learning disabilities. As demand for advocacy continues to rise, we remain committed to responding to the needs of individuals and ensuring no one is left without support.

Conclusion

Our partnership with Rethink Advocacy has enabled us to deliver vital Community and Care Act advocacy, helping individuals with learning disabilities navigate complex systems and safeguard their rights. By addressing issues around benefits, housing, and reasonable adjustments, we have promoted independence and wellbeing for those most at risk.

Looking ahead, we will strengthen outreach to people living independently or with family, those with limited access to information, and under-represented LDND communities, while continuing to work closely with families and carers. Our goal remains clear: to ensure that no one is left without the advocacy and support they need to live with dignity and security.

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TEA AND TALKS

I ntroduction

With the introduction of new health workshops, a strategic decision was made to conclude the Tea and Talks sessions. This transition aimed to streamline offerings and prevent any potential confusion among participants. Naturally progressing from one initiative to another, attendees seamlessly transitioned to the health workshops, maintaining the community spirit and engagement that characterised Tea and Talks.

Development and Transition

The health workshops were designed to incorporate the successful elements of Tea and Talks. By extending sessions into the lunchtime period, participants were encouraged to engage in casual conversations, fostering the important social aspect that the original program offered. This addition of a social element was crucial in ensuring that participants felt connected and valued, mirroring the community focus of Tea and Talks.

ELFRIDA’S INCLUSIVE SPORTS PROJECT

I ntroduction

The Elfrida Sports project was established to provide inclusive, accessible sports opportunities for people with learning disabilities and neurodivergent people within Islington and neighbouring boroughs.

The core aims are to:

• Increase regular participation in physical activity.

• Improve physical and mental wellbeing.

• Build confidence, social skills, and a sense of belonging.

• Reduce barriers to community sport and promote inclusion.

Activities Delivered:

During April 2024 – March 2025, the project delivered studio gym sessions, tennis, football, and cricket sessions on a weekly basis, events or tournaments. The project also provided taster sessions and outreach activities at SEND schools/day centres/community groups as well as training and support for coaches on inclusive practices and communication.

Our annual sports day for Learning Disability Awareness Week took place in June and welcomed around 300 participants. It was a fantastic day of fun, activity, and connection, made possible by the support of our staff, trustees, volunteers, and partners. We were delighted to welcome the Mayor

and Young Mayor, whose involvement added to the positive and inclusive atmosphere of the day.

Participation and Reach

Overall, the Elfrida Sports Project engaged over 300 people, with an average weekly attendance of 8 to 15 participants across our regular activities. We delivered four inclusive sports sessions across Islington and neighbouring boroughs, including gym sessions, football, tennis, and cricket.

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The project achieved very high satisfaction levels, with 100% of participants reporting a positive impact on their physical and mental wellbeing. Sessions were delivered in partnership with SportsWorks, the Mason Foundation, Middlesex in the Community, Islington Local Authority, community organisations, and SEND schools.

The project continues to show strong demand and clear positive outcomes in inclusion, confidence, and health. We are grateful to our funders - GoLondon, the Peter Harrison Foundation, Sport England, The National Lottery (Big Lottery), and the Local Initiatives Fund - whose support has made this work possible.

Wellbeing and Health Outcomes

Based on participant feedback, the project delivered strong wellbeing and health benefits:

• 80% of participants reported being more physically active since joining the project.

• 100% reported improvements in mood, confidence, or reduced stress levels.

• 70% said they felt healthier and had more energy.

Participants shared positive feedback, including:

• “I feel fitter and happier, and I enjoy helping others.”

• “Being part of a team has really helped my mental health.”

Social Inclusion and Community Impact

The project also supported greater social connection and inclusion:

• 50% of participants said they made new friends through the project.

• 50% felt more confident and comfortable in group settings.

Participants took part in Learning Disability Awareness Week sports activities and wider community

events. Elfrida FC represented the project at friendly inclusive football events, helping to raise visibility and promote inclusion through sport.

Skills and Personal Development

Participants developed important life skills including teamwork, communication, and selfmanagement. Some progressed into volunteering roles, such as session helpers and peer supporters, building confidence and leadership skills.

Staffing and Training

The project was delivered by a team of four coaches and one volunteer. All staff completed key training, including inclusive coaching, disability awareness, safeguarding, and SEND-specific training. This ensured a safe, supportive environment that responded to different communication styles and sensory needs.

Conclusion

The Elfrida Sports Project has successfully created inclusive opportunities for physical activity, improving health, confidence, and social connection for people with learning disabilities and neurodivergent individuals. With strong partnerships and positive feedback from participants, the project continues to demonstrate high demand and clear impact. Moving forward, we aim to expand outreach, strengthen community engagement, and ensure that sport remains a powerful tool for inclusion and wellbeing.

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INFLUENCING CHANGE, RAISING VOICES, AND IMPROVING LIVES

Learning from Lives and Deaths (LeDeR) - The Elfrida Society plays an important role in the LeDeR programme, working to confront the entrenched health inequalities that lead to poorer outcomes and preventable deaths for people with learning disabilities and autistic individuals. As active members of the Islington and North London steering groups, we ensure that the lived experiences of people with LDND directly shape learning, accountability, and service improvement. This representation is essential: it surfaces systemic gaps, challenges poor or unsafe care, and drives adoption of best practice, ultimately improving safety, dignity, and health outcomes. By centring LDND voices, we help ensure that changes are not only evidence-based but truly responsive to the needs of those most affected.

Hate Crime Awareness and Capacity Building - We continue to address the barriers people with learning disabilities face when reporting hate crime. In partnership with the Police, local councils, and Protection Approaches, we delivered the Hate Crime Community Outreach and Resilience Project, funded by the Mayor’s Office for Policing and Crime (MOPAC). As part of this work, our staff and supported employees have been trained as Hate Crime Prevention Champions. We also developed accessible resources, including easy-read posters, leaflets, and videos, to support people to understand what hate crime is and how to report it. This work helps build confidence, improve reporting, and create safer, more inclusive communities.

Easy Read and Accessible Information - This year, we expanded our Easy Read and Accessible Information service to help people with learning disabilities and neurodivergence better understand complex information. All materials are co-produced with people with lived experience to ensure they are clear, relevant, and accessible. Despite ongoing capacity challenges, we continue to grow our work with the NHS, local authorities, and professional organisations, supporting more services to communicate accessibly and empower people to engage fully with information that affects their lives.

Consultation and Co-Production with Communities - Co-production remains central to our approach. We support people with learning disabilities and neurodivergence to shape policy, services, and community initiatives through consultation and participatory work. We aim to build on this work in 2025–26 through further investment and partnership working.

Community Living Magazine - We continue to support and contribute to Community Living Magazine, using it as a platform to amplify the voices of people with learning disabilities and neurodivergence. As members of the Editorial Board, we help ensure that lived experience, advocacy, and social justice issues remain visible, particularly during a period of continued economic and social recovery.

Conclusion

People with learning disabilities and neurodivergence continue to face significant barriers, such as inaccessible healthcare, poor-quality care, limited understanding of rights, and social exclusion. Through initiatives like LeDeR representation, hate crime prevention, accessible information, and co-production, we have worked to tackle these inequalities and amplify lived experience. Looking ahead, we remain committed to breaking down systemic barriers, improving safety and dignity, and ensuring that every voice is heard in shaping services and policies.

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GOVERNANCE AND SAFEGUARDING

Risk Management and Safeguarding

We maintain a robust Risk Register, which is reviewed quarterly by the Board of Trustees. This ensures that organisational, financial, operational and safeguarding risks are identified early and actively managed. Our Chief Executive and senior management team are responsible for embedding effective risk management and safeguarding practices across the organisation, particularly in relation to vulnerable adults and staff. Safeguarding policies are regularly reviewed and updated in line with legislation and best practice. Strong health and safety procedures are in place, supported by ongoing staff training and access to external specialist advice. This ensures we continue to provide safe, supportive and high-quality services for everyone we work with.

Governance and Financial Oversight

The Elfrida Society is committed to high standards of governance and financial accountability. Our Board of Trustees plays a central role in providing strategic oversight and ensuring the charity remains resilient and responsive in a challenging financial climate. In 2024/25, we strengthened the Board by recruiting two new trustess, both from the learning disabilities and autistic community. We continue to actively seek trustees with lived experience and relevant specialisms to better reflect the communities we serve. Our Finance Sub-Committee closely monitors financial performance, risk and sustainability, while our BoardLink Advisory Group ensures that our beneficiaries, people with lived experience, are directly involved in Board discussions, shaping decision-making and governance at the highest level.

Equality, Diversity and Inclusion

Equality, diversity and inclusion are central to everything we do. As a Disability Confident Committed employer, we are proud to have a diverse workforce, including 15 staff members with learning disabilities and neurodiversity, alongside colleagues from a wide range of ethnic backgrounds. We promote fairness, dignity and respect through our policies and everyday practice, and we provide reasonable adjustments, tailored support and development opportunities so that everyone can contribute and thrive.

Board of Trustees

Our Board of Trustees operates in line with Charity Commission requirements and is responsible for key decisions relating to strategy, property, risk management and financial oversight. Trustees generously volunteer their time and bring a wide range of skills, expertise and lived experience. Their leadership has been critical in guiding the organisation through a complex and demanding year, ensuring we continue to deliver meaningful impact for the communities we support.

Conclusion

We remain committed to maintaining the highest standards of governance, safeguarding, and risk management to protect the people we support and our staff. By embedding robust policies, regular reviews, and inclusive leadership, we ensure safety, accountability, and resilience across the organisation. Looking ahead, we will continue to strengthen trustee representation from the LDND community, uphold equality and diversity, and adapt to emerging risks so that our services remain safe, inclusive, and responsive to the needs of those we serve.

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FINANCIAL MANAGEMENT AND SUSTAINABILITY

Fundraising and New Funding Initiatives

We are committed to ethical, transparent, and responsible fundraising. We fully comply with the Fundraising Regulator’s Code of Fundraising Practice and GDPR requirements, and we do not engage in cold-calling or use third-party fundraisers. Instead, we focus on building strong, respectful, and long-term relationships with funders and supporters who share our values. Despite ongoing economic pressures and the cost-of-living crisis in 2024–25, we secured essential funding to continue delivering our core services.

At the same time, we made a considered decision to draw on our reserves to respond to rising demand and to invest in strengthening our services and improving our premises. This approach reflects our commitment to sustaining vital work, including advocacy, consultation, and inclusive sports, at a time when need continues to grow and costs are increasing. To improve our financial resilience, we continue to proactively strengthen cost control, and diversify income streams. With continued support from our funders and partners, we remain confident in our ability to build a fairer and more inclusive future for people with learning disabilities and neurodivergence.

Reserves Policy

The Board of Trustees reviews our reserves policy regularly to ensure it aligns with Charity Commission guidance and reflects organisational risks and strategic priorities. The Board has reaffirmed the importance of maintaining reserves equivalent to three months of operating costs. These reserves enable us to:

• Maintain cash-flow stability, particularly where income is delayed, or services are spot-purchased

• Ensure continuity of services during unforeseen challenges

• Invest in strategic opportunities that support long-term sustainability.

A key strategic priority is the redevelopment of Purley Place, which is central to our long-term financial resilience. Delays to the project have affected anticipated income and contributed to projected deficits. To mitigate this, we are ensuring all services achieve full cost recovery, and this work is progressing well. The £70,000 currently designated for the Purley Place redevelopment will be reviewed in 2025–26. Should planning permission be granted, additional fundraising and capital investment will be required to complete the project and realise its long-term benefits for both the organisation and the wider community.

Conclusion

Despite economic pressures and rising costs, we secured essential funding to sustain core services and made strategic use of reserves to meet growing demand. Our commitment to ethical fundraising and financial transparency remains central, alongside efforts to diversify income and strengthen resilience. Looking ahead, we will continue to build long-term partnerships, pursue new funding opportunities, and progress the redevelopment of Purley Place to ensure sustainable growth and lasting impact for the communities we serve.

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Financial Review

For the year ending 31 March 2025, The Elfrida Society reported total income of £312,070, a decrease from £342,748 in the previous year. It is important to note that a significant portion of restricted grants for activities in 2024–25 was received in the final quarter of 2023–24, which impacts the income reported for this year.

Income was primarily generated from charitable activities, with community services contributing £120,529, parents’ advocacy £130,914 and other income contributing £42,352.

Total expenditure for the year was £398,762, slightly higher than the previous year’s £384,436. The increase reflects funding for new activities, which required additional staff capacity. Support costs included the Society’s ongoing operational expenses, while Property and Premises Costs covered refurbishments, planning permissions, and related expenses for Purley Place redevelopment plans.

This resulted in a deficit of £86,692 for the year, compared with £41,688 in 2024. Despite the deficit, The Elfrida Society remains financially stable and continues to deliver vital services to the community. However, as we are operating with restricted cash reserves, careful financial planning, monitoring, and management are essential to ensure that we meet our financial responsibilities.

Conclusion

While income decreased and expenditure rose due to strategic investment in services and premises, The Elfrida Society remains financially stable and committed to delivering vital support. The reported deficit reflects our decision to meet growing demand during a time of rising costs and economic uncertainty. However, we continue to face significant challenges, including the costof-living crisis, delays in planned redevelopment, and increasing pressure on charitable funding.

Looking ahead, we will respond to these challenges through careful financial planning, cost control, and diversification of income streams. Our focus remains on sustaining essential services and securing long-term resilience so that people with learning disabilities and neurodivergence receive the support they need.

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The Elfrida Society (Limited by Guarantee)

The Trustees, who are also the directors of The Elfrida Society for the purpose of company law, are responsible for preparing the Trustees’ Report and the accounts in accordance with applicable law and United Kingdom Accounting Standards (United Kingdom Generally Accepted Accounting Practice).

Company Law requires the Trustees to prepare accounts for each financial year which give a true and fair view of the state of affairs of the charitable company and the incoming resources and application of resources, including the income and expenditure, of the charitable company for that year.

In preparing the accounts, the Trustees are required to:

• select suitable accounting policies and then apply them consistently;

• observe the methods and principles in the Charities SORP;

• make judgements and estimates that are reasonable and prudent; and

• prepare the accounts on the going concern basis unless it is inappropriate to presume that will continue in operation.

The trustees are responsible for keeping proper accounting records that disclose with reasonable accuracy at any time the financial position of the charitable company and enable them to ensure that the financial statements comply with the Companies Act 2006. They are also responsible for safeguarding the assets of the charitable company and hence for taking reasonable steps for the prevention and detection of fraud and other irregularities.

Statement as to disclosure to our auditors

In so far as the trustees are aware:

• unaware; and

• The trustees have taken all steps that they ought to have taken to make themselves aware of any relevant audit information and to establish that the auditors are aware of that information.

Approved by the trustees On....... 23/01/2026 eee aN

signed on their behalf by;

Ms Patience Anne Wilson- Chair

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The Elfrida Society (Limited by Guarantee) Independent Auditors' Report to the Members of The Elfrida Society

Opinion

We have audited the financial statements of The Elfrida Society March 2025 which comprise the Statement of Financial Activities, the Balance Sheet, statement of cash flows and the related notes. 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).

Opinion on financial statements

In our opinion the financial statements:

• 5

• and of its income and expenditure for the year then ended:

• have been properly prepared in accordance with United Kingdom Generally Accepted Accounting Practice; and

have been prepared in accordance with the requirements of the Companies Act 2006.

Basis for opinion

We conducted our audit in accordance with International Standards on Auditing (UK) (ISAs (UK)) and 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 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

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 directors with respect to going concern are described in the relevant sections of this report.

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The Elfrida Society (Limited by Guarantee) Independent Auditors' Report to the Members of The Elfrida Society

Other information

The trustees are responsible for the other information. The other information comprises the report thereon. Our opinion on the financial statements does not cover the other information and, except to the extent otherwise explicitly stated in our report, we do not express any form of assurance conclusion thereon.

In connection with our audit of the financial statements, 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 audit or otherwise appears to be materially misstated. If we identify such material inconsistencies or apparent material misstatements, we are required to determine whether there is a material misstatement in the financial statements or a material misstatement of the other information. 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.

Opinion on other matter prescribed by the Companies Act 2006

In our opinion, based on the work undertaken in the course of the audit:

• financial year for which the financial statements are prepared is consistent with the financial statements; and

• with applicable legal requirements.

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 We have nothing to report in respect of the following matters where the Companies Act 2006 requires us to report to you if, in our opinion:

• adequate accounting records have not been kept or returns adequate for our audit have not been received from branches not visited by us; or

• the financial statements are not in agreement with the accounting records and returns; or

• we have not received all the information and explanations we require for our audit.

21

The Elfrida Society (Limited by Guarantee) Independent Auditors' Report to the Members of The Elfrida Society

Responsibilities of the trustees

directors of the charitable company for the purposes of company law) 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 they determine is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

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.

Our responsibilities for the audit of the financial statements

Our objectives are to obtain reasonable assurance about whether the financial statements as a 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 are set out below.

In identifying and assessing risks of material misstatement in respect of irregularities, including fraud and non-compliance with laws and regulations, our procedures included the following:

• We enquired of management, which included obtaining and reviewing supporting documentation, concerning the charity's policies and procedures relating to:

• identifying, evaluating, and complying with laws and regulations and whether they were aware of any instances of non-compliance;

• Detecting and responding to the risks of fraud and whether they have knowledge of any actual, suspected, or alleged fraud;

• The internal controls established to mitigate risks related to fraud or non-compliance with laws and regulations.

We inspected the minutes of meetings of those charged with governance.

22

The Elfrida Society (Limited by Guarantee) Independent Auditors' Report to the Members of The Elfrida Society

• We obtained an understanding of the legal and regulatory framework that the charity operates in, focusing on those laws and regulations that had a material effect on the financial

statements or that had a fundamental effect on the operations of the charity from our professional and sector experience.

• We reviewed the financial statement disclosures and tested these to supporting documentation to assess compliance with applicable laws and regulations.

• We performed analytical procedures to identify any unusual or unexpected relationships that may indicate risks of material misstatement due to fraud.

• In addressing the risk of fraud through management override of controls, we tested the appropriateness of journal entries and other adjustments, assessed whether the judgements made in making accounting estimates are indicative of a potential bias and tested significant transactions that are unusual or those outside the normal course of business.

A further description of our responsibilities for the audit of the financial statements is located on

Use of our report

Chapter 3 of Part 16 of the Companies Act 2006. Our audit work has been undertaken so that we might state to the charity’s members 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 members as a body, for our audit work, for this report, or for the opinions we have formed.

26 January 2026

Anthony Epton (Senior Statutory Auditor) for and on behalf of Goldwins Limited Statutory Auditor Chartered Accountants 75 Maygrove Road West Hampstead London NW6 2EG

23

The Elfrida Society (Limited by Guarantee) Statement of Financial Activities (incorporating an income and expenditure account) For the year ended 31 March 2025 2025 2024 Restricted Designated Unrestricted funds funds funds Total Total Note Income and Endowments from: Donations and legacies Charitable activitie5: Community services Parents, Advocacy Premises & others Investments Other 1,073 1,073 16,933 3a 3b 3c 25,602 94,927 130,914 41,985 367 17,202 120.529 130,914 41,985 367 17,202 155,536 133,170 32,433 1,728 2,948 3d Total Income 25,602 286,468 312,070 342,748 Expenditure on: Cha ritable activitie5: Community services Parents, Advocacy Premises & others 52,232 3,700 105,832 144,377 92,621 161,764 144,377 92,621 154,752 133,159 96,525 Total Expenditure 52,232 3,700 342,830 398,762 384,436 Net gains/{lossesl on investments Net Income/ (Expenditure) {26.630) {3,700) (56,362) (86,692) (41,688) Transfers between funds Net movement in funds {26,630) {3,700) (56,362) (86,692) {41,688) Total funds at l April 2024 80,779 327,113 657,546 1,065,438 1,107,126 Total funds at 31 March 2025 54,149 323,413 601,184 978,746 1,065,438 All of the above results are derived from continuing activities. There were no other recognised gains or losses other than those stated above. Movements in funds are disclosed in note 13 to the financial statements. 24

The Elfrida Society (Limited by Guarantee) Balance Sheet As at 31 March 2025 2025 2024 Note Fixed assets Tangible fixed assets Investment property 168,046 750.000 174,304 750,000 918,046 924,304 Current assets Debtors Cash at bank and in hand 10 81,002 29,108 67,641 113,107 110,110 180,748 Creditors: amounts due within l year 11 (49,410) (39,6141 Net current assets/(liabilities) 60.700 141,134 Net assets 12 978,746 1,065,438 Funds Restricted funds Unrestricted funds Non-distributable resenies Designated funds General funds 54.149 80,779 634,059 323,413 (32,875) 634,059 327,113 23,487 Total funds 978,746 1,065,438 The financial statements were approved and authorised for issue by members of the Board of Trustees on 26101.2026 and signed on their behalf by: Patience Wilson Chair Virtoria Middleton Treasurer 25

The Elfrida Society (Limited by Guarantee) Statement of Cash Flows As at 31 March 2025 Note 2025 2024 Cash flows from operating activities: Net cash provided by/(used in) operating activities 15a {84,366) {78,082) Cash flows from investing artivities: Interest income Purchase of property and other fixed assets Disposal proceeds from sale of investment property 367 34,161 (1,941) Cash provided (used in)/by investing activities 367 32,220 Cash flows from financing artivities: Repayment of borrowing Cash inflows from new borrowing Net cash provided by/(used in) financing artivities Decrease in cash and cash equivalents in the year (83,999) {45,862) Cash and cash equivalents at the beginning of the year 113,107 158,969 Cash and cash equivalents at the end of the year 15b 29,108 113,107 26

The Elfrida Society (Limited by Guarantee) Notes to the financial statements For the year ended 31 March 2025 l. Accounting policies a} These financial statements have been prepared in accordance with "The Financial Reporting Standard applicable in the UK and Republic of Ireland" (FRS 1021 effective from l April 2015 Charities SORP {FRS1021 and the Companies Act 2006. The financial statements have been prepared under the historical cost convention as modified by the revaluation of certain assets. b} As described in the report of the trustees, the Society was successful in securing additional income in the form of grants, donations and contracts from a wide range of sources. Despite the challenges faced in recent years because of the impact of the pandemic and the cost-of- living crisis, by the end of March 2025 we still had a pipeline of funding, which enable us to continue to achieve our charitable objectives. Looking further ahead, the Society will need to continually work at securing additional funding for 2025126 in order to maintain and extend the services currently provided. The Society does have the option to utilise its assets to provide additional funding for service provision. As a consequence, the trustees consider that the Society is well placed to manage its financial risks despite the current uncertain economic environment. After making enquiries, the trustees have a reasonable expectation that the Society has adequate resources to continue in operational existence for the foreseeable future. Accordingly, they continue to adopt the going concern basis in preparing the annual report and accounts. c) Voluntary income 15 received by way of donations and gifts and is included in full in the statement of financial activities when receivable. Intangible income is recognised as an incoming resource where the provider of the service has incurred a financial cost. Volunteer time is not included in the financial statements. d} Grants are recognised in full in the statement of financial activities in the year in which they are receivable, unless there are donor-imposed restrictions on the timing of the expenditure to a future period in which case they are deferred. e) Grants for the purchase of fixed assets are credited to restricted incoming resources when receivable. Depreciation of fixed assets purchased with such grants is charged against the restricted fund. Where a fixed asset is donated to the charity for its own use, it is treated in a similar way to a restricted grant. f} Resources expended are recognised in the period in which they are incurred. Resources expended include attributable VAT which cannot be recovered. Indirect costs are allocated to activities on the basis of staff time spent working on those activities. Community services Parents Advocacy Premises & others 52% 460 27

The Elfrida Society (Limited by Guarantee) Notes to the financial statements For the year ended 31 March 2025 l. Accounting policies (continued) g} Depreciation is provided at rates calculated to write down the cost of each asset to its estimated residual value over its expected useful life. The depreciation rates in use are as follows: Furniture and equipment 250A straight line basis Freehold and long leasehold buildings and improvements 2% straight line basis Items of equipment are capitalised where the purchase price exceeds £500. Depreciation costs are allocated to activities on the basis of the use of the related assets in those activities. Assets are reviewed for impairment if circumstances indicate their carrying value may exceed their net realisable value and value in use. h} Investment property represents the charity'5 Portfolio of properties. It is initially recognised at cost, which includes purchase cost and any directly attributable expenditure. Investment property whose fair value can be measured reliably is measured at fair value at each reporting date. Any fair value gains arising are not realised profits and therefore are transferred to a separately designated non-distributable reserve. Any loss arising from revaluation is also recognised in the non-distributable resenie unless it represents a loss below original cost, or its reversal, on an individual investment property is expected to be permanent, in which case it is recognised in the profit and loss account for the year. i) The charity only has financial assets and financial liabilitie5 of a kind that qualify as basic financial instruments. Basic financial instruments are initially recognised at transaction value and subsequently measured at their settlement value with the exception of bank loans which are subsequently measured at amortised cost using the effective interest method. j} Restricted funds are to be used for specific purposes as laid down by the donor. Expenditure which meets these criteria is charged to the fund together with a fair allocation of management and support costs. k) Unrestricted fund5 are donations and other incoming resources receivable or generated for the objects of the charity. l) Designated funds are unrestricted funds earmarked by the trustees for particular purposes. m} Rentals payable under operating leases, where Substantially all the risks and rewards of ownership remain with the lessor, are charged to the statement of financial activities in the year in which they fall due. 2. Donations and legacies 2025 Total 2024 Total Restricted Designated Unrestricted Donations & similar incoming resources 1,073 1,073 1,073 1,073 16,933 16,933 28

The Elfrida Society (Limited by Guarantee) Notes to the financial statements For the year ended 31 March 2025 Restrirted Designated Unrestricted Total Total a. Community services London Borough of Islington Rethink Advocacy- LBI Richard Cloudesley's Charitable fund Percy Bilton Grant The National Lottery Awards for All England LHEP NHSE & GLA Community Action for Partnerships in Health Protection Approaches- HCCORP Middlesex County Cricket Club Sport England Small Grants City Bridge Trust Capital City College Sports Barclays-Grant Sported Foundation The Dan Maskell Tennis GoLondon Greater London Authority 66,223 17,981 66,223 61,000 17,981 21,180 17,500 17,500 4,330 17,500 4,330.00 19,233 11,298 2,750 5,250 12,825 4,500 2,750 625 2,750 625 720 720 1,000 1,298 1,000 1,298 8,102 8,102 25,602 94.927 120,529 155,536 Restrirted Designated Unrestricted Total Total b. Parents, Advocacy Surrey University Kings College 130,914 130.914 130,537 2,520 113 130,914 130,914 133,170 Restrirted Designated Unrestricted Total Total c. Other income Ambler tenants Hire of office space 32,400 9,585 32,400 9,585 32,433 41,985 41,985 32,433 Restrirted Designated Unrestricted Total Total d. Investment Income Bank interest 367 367 1,728 367 367 1,728 29

The Elfrida Society (Limited by Notes to the financial statements For the year ended 31 March 2025 Community Parents Premises Support services Advocacy & others costs 2025 Total 2024 Total 4 Total expenditure Staff costs { Note 6) Others Sub-contractors Staff training, supervision & recruitment Office costs Advertising and marketing Travel Premises costs Insurance Repairs and renewals Food and provisions Recreation and welfare Education/tutor costs Professional Fees Depreciation {Profit/lloss) on disposal of fixed assets Equipment hire Audit and accountancy Bank charges 108,164 96,600 3,481 73,588 281,833 293,999 (15,943) (15,943) 2,594 9,177 22.025 1,250 4,198 17,306 7,670 32,984 99 1,452 320 18.404 6,258 2,594 30 5,814.00 1.802 1,613 14,064 8,599 4,676 12,338 720 2,888 13,326 5,921 3,808 203 2,984 2,241 13,828 7,117 3,333 4,546 1,250 43 172 240 3,983 17,066 7,670 25,984 7.000 33 772 320 66 605 75 12,610 6,258 5,794 4,179 4,179 4,834 122 6,206 5,461 121 4,834 122 121,127 108,085 37,851 33,804 2,786 2,488 91,312 78,238 398,762 371,458 1,219 (72,874) 90 (5,3641 Support costs Governance 161,764 144,377 92,621 398,762 371,458 30

The Elfrida Society (Limited by Guarantee) Notes to the financial statements For the year ended 31 March 2025 Net {Expenditure)/income This is stated after charging: 2025 2024 Depreciation / Amortisation Auditors, remuneration excluding VAT: audit- for current year Operating lease rentals: equipment 6,258 7,117 4,000 4,000 4,179 6,206 Staff costs and numbers Staff costs were as follows: 2025 2024 Salaries and wages Social security costs Other pension costs 251,073 22,992 5,224 262,177 24,521 5,387 279,289 2,544 292,088 1,914 Agency staff 281,833 293,999 The emoluments of members of staff, including benefits in kind, are within the range of; 2025 2024 £60,001- £70,000 The key management personnel of the charity comprise the trustees and the Chief Executive Officer. The total employee benefits including pension contributions and employer's Nl of the key management personnel were £69,61312024: £77,704). None of the trustees nor persons connected with them received any remuneration or other benefits from the charity. The average weekly number of employees during the year was as follows: 2025 No. 2024 No. Community services Parents Advocacy Support 20 18 25 23 31

The Elfrida Society (Limited by Guarantee) Notes to the financial statements For the year ended 31 March 2025 Taxation The charitable company is exempt from corporation tax as all its income is charitable and is applied for charitable purposes. Tangible fixed assets Freehold land and buildings Furniture and equipment Long leasehold land and buildings Total Cost At the start of the year Additions in year Disposals 195,000 100,000 27,450 322,450 At the end of the year 195,000 100,000 27,450 322,450 Depreciation At the start of the year Charge forthe year Eliminated on disposal 64,505 2,730 58,800 2,000 24,841 1,528 148,146 6,258 At the end of the year 67,235 60,800 26,369 154,404 Net book value At the end of the year 127.765 39.200 1,081 168,046 At the start of the year 130,495 41,200 2,609 174,304 All tangible fixed assets are used for charitable purposes. Long leasehold land and buildings comprises one property which is the subject of a planning restriction imposed by the London Borough of Islington. Under the restriction, the property can only be used as the headquarters of the charitable organisation. The company's freehold and long leasehold land and buildings were revalued by Currell & Co, Chartered Surveyors in March 1999 on the basis of open market value for the existing use. Following the revision of the SORP in 2000, a decision was made not to adopt a property revaluation policy. As such the 1999 valuations have been adopted and incorporated in these financial statements. The trustees are not aware of any material changes since the last valuation. Depreciation has been calculated to write off the value of the building over 50 years from this date. If the freehold and long leasehold land and buildings had not been revalued, they would have been included on the historical cost basis (original NBV: freehold £32,837; leasehold £2,502). 32

The Elfrida Society (Limited by Guarantee) Notes to the financial statements For the year ended 31 March 2025 Investment properties 2025 2024 Movement in market/fair value: Fair value at the start of the year Disposal proceeds Realised gains/{losses} on disposals 750.000 750,000 Fair value at the end of the year 750,000 750,000 Historical cost 200,369 200,369 Investment property was valued at 16 February 2018 at fair value (open market basis) by Drivers & Norris, Chartered Surveyors. The valuation assumes that the property has been maintained in good order and there has not been any significant change. 10. Debtors 2025 2024 Fees receivable Other debtors Prepayments 72,465 8,213 324 29,672 32,057 5,912 81,002 67,641 11. Creditors 2025 2024 Creditors: amounts due within l year Taxation and social security Deferred income Other creditors Accruals 5,752 16.250 10.751 16.657 8,809 12,701 5.165 12.939 49.410 39,614 33

The Elfrida Society (Limited by Guarantee) Notes to the financial statements For the year ended 31 March 2025 12. Analysis of net assets between funds Restricted funds Designated funds General funds Total funds Tangible fixed assets Investment properties Net current assets 39.200 52,419 200,369 70,625 76,427 549,631 (24,874) 168,046 750,000 60,700 14,949 Net assets at the end of the year 54.149 323.413 601,184 978,746 Comparative analysis of net assets between funds for the year ended 31 March 2024: Restricted funds Designated funds General fund5 Total funds Tangible fixed assets Investment properties Net current assets 41,200 52,419 200,369 74,325 80,685 549,631 27,230 174,304 750,000 141,134 39,579 Net assets at the end of the year 80,779 327,113 657,546 1,065,438

The Elfrida Society (Limited by Guarantee) Notes to the financial statements For the year ended 31 March 205 13. a. Movements in funds Balance at Incoming Outgoing Transfers Balance at 01.04.24 resources resources to/(from) 31.03.25 Restricted funds: Premises fund The National Lottery Awards for All England Richard Cloudesley's Charitable fund sports England Small Grants GoLondon Greater London Authority London Catalyst The Samaritans 41,200 17,402 17,500 3,866 {2,0001 110,9911 135,0001 {3,8661 39,200 6,411 17,500 8,102 8.102 436 54,149 811 80,779 {3751 152,2321 25,602 Designated funds: All Other Sports Ambler Redevelopment 5crewfix Fixed assets Purley Place 1,325 200,369 3,CKIO 52,419 70.000 327.113 {7001 625 200,369 {3,0001 52,419 70,000 323,413 {3,7001 Unrestricted funds: Non-distributable reserves General funds 634.059 23.487 657.546 1,065,438 634,059 {32,875) 601,184 978,746 286,468 1342,8301 286.468 1342,8301 312,070 {398.762) Total funds 13. b. Movements in funds Comparative statement of funds for the year ended 31 March 2024- Incoming Outgoing Transfers resources resources to/lfroml 31.03.24 01.04.23 Restricted funds: Premises fund The National Lottery Awards for All England City Bridge Trust Queens Platinum Lottery Richard Cloudesley's Charitable fund Sports England Small Grants London Catalyst The Samaritans 43.200 543 {2,0001 {2,3741 {4,5001 {1,9661 iio,0001 {8,9591 13001 130,0991 41,200 17.402 19.233 4,500 1,966 10.000 17.500 12.825 17.500 3,866 811 80.779 I,iii 56.820 54.058 Designated funds: Mencap The Together Fund All Other Sports Ambler Redevelopment ScrewFix Fixed assets Purley Place 3,273 {3,2731 1.325 1,325 200.369 3,000 52.419 70.000 327.113 200.369 4,350 54.360 70.000 332.352 {1,3501 (1,9411 {6.5641 1.325 Unrestricted funds: Non-distributable reserves General funds 634,059 83,895 717.954 1,107.126 634,059 11,3251 23,487 11,3251 657,546 1,065,438 288,690 1347,7731 288.690 1347,7731 342.748 1384,4361 Total funds 35

The Elfrida Society (Limited by Guarantee) Notes to the financial statements For the year ended 31 March 2025 13. Movements in funds (continued) Purposes of restricted funds Premises fund This is 34 Islington Park Street, which has a restriction placed upon it that it must be used as the headquarters of the charity. The fund represents the net book value of the building. The National Lottery Awards for All England Funding received in the previous year for the Sports Project. Balance carried forward to be used by October 2025. Cloudesley Charitable Foundation Funding carried forward to 2023-24 for Health Advocacy Project, 100% of the funding was used by March 2024. New funding received for new Healthcare and Hospital Liaison Project in Q4 of 2023-24 to be used in QI and Q2 2024-25. Sports England Small Grants Funding for Sportsnennis received in 2023-24, balance to be used by December 2024. GoLondon Greater London Authority New funding for young people sports activities received in Q4 of 2023-24 to be used in QI and Q2 2024-25 London Catalyst The Samaritans Balance of funding received in previous year to assist people in need through the provision of emergency hardship payments. Balance carried fonNard to use in 2024-25. Purposes of designated funds All Other Sports Balance carried forward to use in 2024-25. Ambler Redevelopment This represents the amortised cost of the re - development of the properties in Ambler Rd. Screwfix Balance carried forward from previous year to contribute to the redevelopment work at Purley Place community space, to be used in 2024-25. Fixed assets This represents the value of general funds invested in fixed assets and therefore not readily available for other purposes. Purley Place To redevelop Purley Place to make it fully accessible and to bring the first and loft floors back in use. Designated amount C/F as this work was delayed due to Covid-19 and planning permission complications. We expect this work to be completed in 2025-26. 36

The Elfrida Society (Limited by Guarantee) Notes to the financial statements For the year ended 31 March 2025 14. Operating lease commitments As at 31 March 2025 the charTty had total future minimum lease payments under non- cancellable operating leases are as follows: 2025 2024 Equipment: Less than l year Between 2 and 5 years 4.171 8,190 12.361 4,171 12,361 16,532 15. a) Reconciliation of income/(expenditure) to net cash from operating activities 2025 2024 Net movement in funds for the year before revaluation Depreciation charges Profit/{loss) on disposal of fixed asset5 Interest on investments Gain/{loss) on disposal of investments Ilncreasel/decrease in debtors Increase/(decrease) in creditors 186,692) 6.258 (41,6881 7,117 1367) (34,1611 113,361) 9.796 (19,0131 9,663 Net cash provided by/(used in) operating activities 184,366) (78,0821 b) Analysis of cash and cash equivalents 2025 2024 Cash at bank and in hand 29,108 113,107 16. Company status The company is limited by guarantee and does not have a share capital. The liabilities of the members in the event of a winding up is limited by guarantee to an amount not exceeding £1 per member. At the balance sheet date there were 7 members (2024: 6). 17. Related party transactions There are no related party transactions (2024: none). 37

The Elfrida Society (Limited by Guarantee) Notes to the financial statements For the year ended 31 March 2025 18. Prior year statement of financial activities 2024 Total Restrirted Designated Unrestricted Note Income and Endowments from: Donations and legacies Charitable activities Community services Parents and other Investments Other income 16,933 16,933 3a 3b 3c 54,058 101,478 133,170 34,161 2,948 155,536 133,170 34,161 2,948 Total Income and Endowments 54,058 288,690 342,748 Expenditure on: Charitable activities Community services Parents, Advocacy Premises & others 30,099 6,564 118,089 133,159 96,525 154,752 133,159 96,525 Total Expenditure 30,099 6,564 347,773 384,436 Net Expenditure 23,959 {6,5641 {59,083) {41,688) Transfer between funds 1,325 (1,325) Net movement in funds 23,959 {5,2391 {60,408) {41,688) Total Funds brought forward at l April 2023 56,820 332,352 717,954 1,107,126 Total Funds carried forward at 31 March 2024 80,779 327,113 657,546 1,065,438 38