|||||||||
|---|---|---|---|---|---|---|---|
|**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
- (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.
## **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:
- 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.
## **Additional details of objectives and activities (Optional information)**
You **may choose** to include further statements, where relevant, about:
- policy on grantmaking;
- policy programme related investment;
- contribution made by volunteers.
**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.
- the charity’s principal sources of funds (including In addition, during the year we secured project-based funding as follows: any fundraising);
- • how expenditure has Grants from the Community Foundation for Surrey and the Edward Gostling Foundation for the Parkinson’s Group;
- supported the key objectives A grant from the National Lottery Local Connections fund;
- of the charity; Two small grants for IT equipment to support remote working as a result
- • investment policy and of Covid objectives including any ethical investment policy The charity also benefits from individual donations and fundraising adopted. activities in the local area. 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 -----**
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 COnrning 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