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2022-03-31-accounts
Trustees' Annual Report for theperiod
From Period start date To Period end date
1 April 2021
31		 March 2022

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 Esher Surrey Postcode KT10 0EH

Names of the charity trustees who manage the charity

1
2
3
4
5
6		 Trustee name Office (if any) Dates acted if not for whole
year		 Name of person (or body) entitled
to appoint trustee (if any)
Julian Mobbs Chair
Janis Fletcher
Julian Rye
Christine Elmer (from 27/10/21)
Rebecca Davies-
Cooke		 Treasurer (from
20/01/2022)

Names of the trustees for the charity, if any, (for example, any custodian trustees)

Name Dates acted if not for whole year

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

TAR

April 2009

1

Memorandum and Articles of Association Type of governing document

Company registered in England and Wales No. 7102376 How the charity is constituted

Appointed by Board of Trustees following open advertising and selection Trustee selection methods process. Appointments confirmed by election at AGM

Additional governance issues (Optional information)

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

Section C Objectives and activities

Summary of the objects of the charity set out in its governing document

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

TAR

April 2009

2

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.

Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)

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 housebound elderly at home. We organise social events for our clients, carers and volunteers. These include lunches aimed at older men, tea parties, befriending events and volunteer training sessions.

We maintain up-to-date information on relevant benefits and services available for the elderly in Elmbridge. We run an activity group for Parkinson’s disease suffers, providing:

Additional details of objectives and activities (Optional information)

You may choose to include further statements, where relevant, about:

TAR

April 2009

3

Section D Achievements and performance

Summary of the main achievements of the charity during the year

The total benefit gain for 2021/22 was £258,000. We currently have 27 Befriending matched pairs (6 telephone only) including two new matches. 90% of our current volunteers have been befrienders for over 3 years. They have gained experience and skills in helping older people to feel less lonely. The volunteers feel a sense of fulfilment when they see the difference they make to an older person’s life.

21 clients currently receive weekly home visits by a volunteer, including 1 new client recently matched with a volunteer. Volunteer monthly reports show visits are for an average of 2.5 hours a week.

From 1 April 2021 to 31 March 2022, we: Successfully helped clients to access £258,000 worth of benefits claims Supported 29 active befriending relationships Supported 100+ clients and an average of 40 volunteers with regular telephone calls and Covid compliant contacts Ran a weekly Parkinson’s group for an average of 9 people via Zoom until face-to-face meetings resumed in June 2021

In addition, we have successfully dealt with a wide range of referrals from statutory and voluntary agencies and individuals, and there has been an increased demand for CHEER’s signposting service where we work in partnership with other agencies to refer onwards if 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.

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

NA

Further financial review details (Optional information)

The charity’s main sources of funding are via annual grants from You may choose to include Elmbridge Borough Council and Walsingham Care, both of whom have a additional information, where service level agreement which is regularly managed and monitored by all relevant about: parties.

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 -----
Signature(s)
Davies-Cooke
Full name(s) Rebecca
----- End of picture text -----

TAR

April 2009

5

Position (eg Secretary, Chair, Treasurer etc) Date 27/07/2022

TAR

April 2009

6

Charity Name No (if any) Concern and Help for East Elmbridge Retired 1133482

Receipts and payments accounts

For the period Period start date Period end date To from 1-Apr-21 31-Mar-22

CC16a

Section A Receipts and payments Section A Receipts and payments
Unrestricted
funds		 Restricted
funds		 Endowment
funds		 Total funds Last year
to the nearest
£		 to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Elmbridge BC coregrant 23,390 - - 23,390 23,390
Unrestricted donations & misc. 4,606 - - 4,606 2,648
Interest 4 - - 4 134
Befriending & events(Walsingham Care &
National Lottery)		 9,495 - 9,495 3,250
Parkinson's Group - 3,500 - 3,500 9,893
SurreyCC(CHEER connections) - 40,290 - 40,290 -
Job Retention Scheme - - - - 3,984
IT upgrade - 3,200 - 3,200 4,860
Sub total(Gross income for
AR)		 28,000 56,485 - 84,485 48,159
A2 Asset and investment sales,
(see table).
- - - -
- - - - -
Sub total - - - - -
Total receipts 28,000 56,485 - 84,485 48,159
A3 Payments
Salaries & PAYE. 22,405 8,703 - 31,108 35,313
Befriendingexpenses - 792 - 792 410
Office supplies,printingand sundries 656 - - 656 1,189
Staff travel and subsistence 334 - - 334 55
Training, conferences and subscriptions
1,481 - - 1,481 1,187
Pensions 998 - - 998 1,211
Insurance 424 - - 424 -
Telephone, internet andpostage 960 - - 960 928
Office equipment - - 1,075
Bank charges 96 96 69
IT service & website 648 648 468
IT upgrade 19 4,562 4,581 3,498
Parkinson's Group 5,980 5,980 5,980
Sub total 28,021 20,037 - 48,058 51,383
A4 Asset and investment
purchases, (see table)
- - - -
- - - -
**Sub total ** - - - - -
Total payments 28,021 20,037 - 48,058 51,383
Net of receipts/(payments) - 21
 36,448 - 36,427 - 3,224
A5 Transfers between funds - - - - -
A6 Cash funds last year end 18,199 5,275 - 26,697 -
Cash funds this year end 18,178 41,723 - 59,901 26,697

CCXX R1 accounts (SS)

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
B1 Cash funds
B2 Other monetary assets
B4 Assets retained for the
charity’s own use
B5 Liabilities
B3 Investment assets
CCXX R2 accounts (SS)		 Signature
Balance at bank
Petty cash
Details
Total cash funds
(agree balances with receipts and payments
account(s))
Details
Details
Details
Details
2		 Unrestricted
funds
Restricted
funds
to nearest £
to nearest £
18,000
41,723
178
-
-
-
18,178
41,723
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		 Endowment
funds
to nearest £
-
-
-
-
OK
Endowment
funds
to nearest £
-
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
Current value
(optional)
-
-
-
-
-
-
-
-
-
When due
(optional)
Date of
approval
2

CCXX R2 accounts (SS)

Independent examiner's report on the accounts Section A Independent Examiner's Report Report to the trusteesl members of Concern and Help for East Elmbridge Retired On accounts for the year ended 31" March 2022 Charity no {if any) 1133482 Set out on pages Respective The charity's trustees are responsible for the preparation of the accounts. responsibilities 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. 11 is my responsibility to.. examine the accounts under section 43 of the 1993 Act, to follow Ihe procedures laid down in the general Directions given by the Charity Commission (under section 43{7)(bl 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 wtlh general Directions given examinerfs statement by the Charity Commission. An examination includes a review of the accounting records kepi by the charity and a comparison of the accounts presented with Ihose records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees COn￿rning any such matters. The procedures undertaken do not provide all the evidence Ihat 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 connection with my examinalion. no matter has come to my attention examiner's ststement which gives me reasonable cause to believe that in, any material respect, the requirements.. to keep accounting records in accordance wilh section 41 of the 1993 Ad., and to prepare accounts which accord with the accounting records 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. Please delete the words in the braGkets if they do not apply. Signed: Date.. lo Name: Gordon Manickam Relevant professional qualificationls) or body (if any): FIIA, MIIA. CIA, QIAL, QICA IER April 2009

Address: 84 Greenways, Hinchley Wood, Surrey, KT10 OQJ Section B Disclosure Only complete if the examiner needs to highlight material problems. Give here brief details of any items that the examiner wishes to disclose. IER April 2009