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2021-03-31-accounts

Trustees' Annual Report for the period

Period start date Period start date Period end date
**From ** 1 April 2020 To 31
March		 2021

Section A Reference and administration details

Charity name Concern and Help for East Elmbridge Retired

Other names charity is known by CHEER Registered charity number (if any) 1133482

Charity's principal address
Claygate Centre
Elm Road, Claygate
Claygate Centre
Elm Road, Claygate
Esher
Surrey
Postcode KT10 0EH

Names of the charity trustees who manage the charity

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20		 Trustee name Office (if any) Dates acted if not for whole
**year **		 Name of person (or body) entitled
to appoint trustee (ifany)
Robert Fulton Treasurer
Joanne Cundy
Jill Ainsworth Vice Chair
Julian Rye
Janis Fletcher Chair(to 21/1/21)
Kate Wratten
Julian Mobbs Chair(from 21/1/21)

TAR

April 2009

1

Names and addresses of advisers (Optional information)

Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information) Names and addresses of advisers (Optional information)
Type of adviser
Name
Address
Name of chief executive or names of senior staff members (Optional information)

Section B Structure, governance and management

Description of the charity’s trusts

Memorandum and Articles of Association Type of governing document (eg. trust deed, constitution) Company registered in England and Wales, No. 7102376 How the charity is constituted (eg. trust, association, company) Appointed by Board of Trustees following open advertising and selection Trustee selection methods process. Appointments confirmed by election at AGM. (eg. appointed by, elected by)

Additional governance issues (Optional information)

You may choose to include additional information, where relevant, about:

TAR

April 2009

2

Section C Objectives and activities

CHEER (Concern and Help for East Elmbridge Retired) exists to promote the welfare of the elderly in Elmbridge. Summary of the objects of the We seek through our services to alleviate financial hardship and to charity set out in its reduce social isolation, particularly for elderly people who are lonely, governing document disabled or housebound, and to help our clients lead full, dignified and independent lives in their own homes.

CHEER provides befriending services and social events for the elderly (those over 60) throughout Elmbridge Borough. Benefits advice is provided in the eastern part of the Borough – namely, Cobham, Stoke D'Abernon, Oxshott, Esher, Claygate, Hinchley Wood, Weston Green, Thames Ditton, Long Ditton, East & West Molesey. We help elderly people to receive all benefits they are entitled to, and where appropriate, carry out home visits to complete benefit application forms.

We operate a befriending scheme, where volunteers visit the lonely and Summary of the main housebound elderly at home. activities undertaken for the public benefit in relation to We organise social events for our clients, carers and volunteers. These these objects (include within include Pie & Pint lunches aimed at older men, tea parties, befriending this section the statutory events and volunteer training sessions declaration that trustees have had regard to the guidance We maintain up-to-date information on relevant benefits and services issued by the Charity available for the elderly in Elmbridge. Commission on public benefit) We run an activity group for Parkinson’s disease suffers, providing: • Social, physical, emotional and psychological benefits for the individual participants • Support for carers and a break from caring responsibilities. • An exchange of useful information, and access to people who can help with benefits.

Section D Achievements and performance

From 1 April 2020 to 31 Mach 2021, we:

Successfully helped 42 elderly clients access £166,525 of unclaimed benefits

Made over 7,000 hours of telephone calls (via CHEER staff and its team of volunteers) to the elderly in the community who are isolated and lonely

Supported 39 active befriending relationships and 40 active volunteers.

TAR

April 2009

3

Section D Achievements and erformance p

Completed over 20 special lockdown compliant contacts with our clients and volunteers via welfare calls, supplemented by letters (including one written for CHEER clients by Dominic Raab MP), cards, distribution of winter advice and Christmas treats and, for the Parkinson’s Group members, some Christmas carolling as well.

For volunteers, provided regular guidance by email on COVID restrictions that affect how they interact with their CHEER friends, held a quiz and provided volunteer training organised by us through the Mary Francis Trust on wellbeing via Zoom.

Ran a weekly Parkinson’s group session online via Zoom (48 in total) for 6-10 sufferers and their carers

CHEER reacted swiftly to the pandemic and was able to move the office into the homes of its staff. The first lockdown brought about great fear and presented us with an increased number of calls as the elderly community, their neighbours, friends and family tried to navigate support around the new limitations. CHEER’s signposting facility was inundated with calls – from people being stranded abroad and their elderly relatives being left without food or support – to questions about letting carers into the home. As the pandemic continued, CHEER became the hub for COVID information, with some of our partners sharing the updates that CHEER had put together. There remains a large demand for signposting and information about COVID as people begin to emerge from lockdown and start to live life outside their homes in the new normal.

In addition, we have successfully dealt with a wide range of referrals from statutory and voluntary agencies and individuals, referring onwards to the appropriate agency where we are not in a position to help directly ourselves.

Many of these activities have resulted in positive outcomes which are not reflected in hard performance measures, e.g. identifying cases where clients had unidentified health needs or were vulnerable to exploitation by confidence tricksters, and taking appropriate action to prevent harm to our clients and/or avoid unnecessary calls to emergency services.

Our Parkinson’s group who prior to Covid-19 restrictions met weekly in person for high quality activities, instead met online via Zoom, where they engaged in many activities including quizzes, poetry reading, hand and finger exercises and a general chat. These sessions continue to receive positive feedback from all participants and their carers.

TAR

April 2009

4

Section E Financial review

Brief statement of the

charity’s policy on reserves

The charity seeks to maintain unrestricted reserves equivalent to between 4 and 6 months of unrestricted expenditure.

Details of any funds materially in deficit

N.A.

Further financial review details (Optional information)

You may choose to include additional information, where relevant about:

The charity’s main sources of funding are via annual grants from Elmbridge Borough Council and Walsingham Care, both of whom have a service level agreement which is regularly managed and monitored by all parties. In addition, we have recently secured project-based funding from Walton Charity, Community Foundation for Surrey, and Elmbridge Philanthropy, and are actively pursuing funding applications with other donors.

The bulk of our expenditure is on the staff who provide our frontline services and on activities of direct benefit to our clients. Funds not required for immediate use are kept in bank deposit accounts: the charity does not hold investments.

Section F Other optional information

Section G Declaration

The trustees declare that they have approved the trustees’ report above.

Signed on behalf of the charity’s trustees

----- Start of picture text -----
17 [th] August 2021
Signature(s)
----- End of picture text -----

TAR

April 2009

5

FULTON

Full name(s) PAUL ROBERT ANTHONY

(eg Secretary, Chair, HON. FINANCE OFFICER etc)

TAR

April 2009

6


Charity Name

Concern and Help for East Elmbridge Retired
Charity Name

Concern and Help for East Elmbridge Retired
Charity Name

Concern and Help for East Elmbridge Retired		 No (if any)
1133482		 CC16a
For the period
from		 Period start date
01-Apr-20		 To Period end date
31-Mar-21
Section A Receipts and payments
A1 Receipts Unrestricted
funds
to the nearest
£
23,390
2,648
134
-
-
3,984
-

30,156
-
-
-
30,156		 Restricted
funds
to the nearest £
-
-
-
2,500
9,893
750
-
4,860
18,003
-
-
-
18,003		 Endowment
funds
to the nearest £		 Total funds
to the nearest £
23,390
2,648
134
2,500
9,893
750
3,984
4,860
48,159
-
-
-
48,159		 Last year
to the nearest £
Local authority grants 23,390 -
-
-
-
-
-
-
-
-		 23,390 23,390
Unrestricted donations & misc. 2,648 2,648 3,339
Interest 134 134 158
Social isolation(Walsingham - East) 2,500 4,250
Parkinson's Group - 9,893 3,450
West Elmbridge - 750 4,500
Job Retention Scheme 3,984 3,984
IT upgrade - 4,860 -
Sub total(Gross income for
AR)		 48,159 39,087
A2 Asset and investment sales,
(see table).
- -
-
-		 -
- - -
Sub total - - -
Total receipts
18,003 - 48,159 39,087

A3 Payments

Salaries, PAYE, contracted benefits
advice		 30,473 30,473 30,473 30,473 -
-
-
-
-
-
-
-		 35,313 35,313 32,376
Befriendingexpenses - 410 4,493
Office supplies, printingand sundries 1,188 1,189 768
Staff travel and subsistence 55 55 559
Training, conferences and subscriptions 1,187 1,187 1,826
Pensions 1,211 1,211 667
Insurance - - 332
Telephone,internet andpostage 928 928 1,767
Computers and office equipment 1,075 1,075 1,201
Bank charges 69 69 60
Website 468 468 360
IT upgrade
Parkinson's Group 5,980 5,980 6,740
Sub total
36,654 14,728 - 51,383 51,149
-
-
-
36,654
6,498
-
-
24,697
18,199		 -
-
-
14,728
3,275
-
2,000
5,275		 -
-
-
51,383
- 3,224
A4 Asset and investment
purchases, (see table)
- -
-
-		 -
- -
**Sub total ** - - -
Total payments
Net of receipts/(payments)
A5 Transfers between funds
A6 Cash funds last year end
Cash funds this year end
- 51,383 51,149
3,275 - - 3,224 - 12,062
- - -
-		 - -
24,697 2,000 26,697 -
18,199 5,275 - 23,474 26,697

CCXX R1 accounts (SS)

10/08/2021

1

Section B Statement of assets and liabilities at the end of the period

Categories
Signed by one or two trustees on
behalf of all the trustees
B5 Liabilities
B3 Investment assets
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B1 Cash funds		 Details
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Balance at bank
Petty cash
Details
Details
Details
Signature		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
17,994
5,275
205
-
-
-
18,199
5,275
OK
OK
Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
-
-
-
-
-
-
-
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
Fund to which
asset belongs
Cost (optional)
-
-
-
-
-
-
-
-
-
Fund to which
liability relates
Amount due
(optional)
-
-
-
-
-
Print Name
Paul Robert AnthonyFULTON		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
Paul Robert AnthonyFULTON 2nd Sep. 2020

CCXX R2 accounts (SS)

10/08/2021

2

Independent examiner's report on the accounts Section A È..4X*: Independent Examiner's Report Report to the trusteesl members of Concern and Help for East Elmbridge Retired Charity no (if any) On accounts for the year ended 31st March 2021 1133482 Set out on pages Respective The charity's trustees are responsible for the preparation of the accounts. rosponsibilities of The charity's trustees consider that an audit is not required for this year trustees and examiner under section 43(2) of the Charities Act 1993 (the 1993 Act) and that an independent examination is needed. It is my responsibility to.. examine the accounts under section 43 of the 1993 Act, to follow the procedures laid down in the general Diredions given by the Charity Commission (under section 43(7)(b) of the 1993 Act, and to state whether particular matters have come to my attention. Basis of independent My examination was carried out in accordance with general Oirections given examiner's statement by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts. and seeking explanations from the trustees conceming any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a 'true and fair, view and the report is limited to those matters Set out in the statement below. Independent In connedion with my examination, no matter has come to my attention examinerfs statsment which gives me reasonable cause to believe that in, any material respect, the requirements.. to keep accounting records in accordance with section 41 of the 1993 Act., and to prepare accounts which accord with the accounting re¢ords and comply with the accounting requirements of the 1993 Act have not been met ', or 2. to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. . Pleasq lete the words in the brackets if they do not apply. Date: Signed: Name: GcrxDo YCL I-K-" Relevant professional qualification(s) or body Ilf any): Address: April 2009 IER

Section B Disclosure Only complete if the examiner needs to highlight material problems. IER April 2009