## **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:
- policies and procedures adopted for the induction and training of trustees;
- the charity’s organisational structure and any wider network with which the charity works;
- relationship with any related parties;
- trustees’ consideration of major risks and the system and procedures to manage them.
**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 principal sources of funds (including any fundraising);
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.
- how expenditure has The charity also benefits from individual donations and fundraising
- supported the key objectives activities in the local area.
- of the charity;
- investment policy and objectives including any ethical investment policy adopted.
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