Finance Score: 0

Governance Score: 6

Support Score: 5

No PartB

Dynamic board: +3
Gender balanced board: +3

Large volunteers +3
Grant maker support: +2

Overall GiG Score: 11

CONCERN AND HELP FOR EAST ELMBRIDGE RETIRED (CHEER)

Providing benefits advice; befriending scheme; social activities.

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£60	£60	£1	n/a	n/a	n/a	n/a	n/a	50
31/03/22	£84	£48	£36	n/a	n/a	n/a	n/a	n/a	40
31/03/21	£48	£51	£-3	n/a	n/a	n/a	n/a	n/a	40
31/03/20	£39	£51	£-12	n/a	n/a	n/a	n/a	n/a	35
31/03/19	£47	£51	£-3	n/a	n/a	n/a	n/a	n/a	34
31/03/18	£54	£49	£5	£0	£0	£0	n/a	0	0
31/03/17	£32	£28	£5	£0	£0	£0	n/a	0	0
31/03/16	£37	£26	£10	£0	£0	£0	n/a	0	0
31/03/15	£32	£32	£0	£0	£0	£0	n/a	0	0
31/03/14	£37	£38	£-1	£0	£0	£0	n/a	0	0
31/03/13	£30	£30	£0	£0	£0	£0	n/a	0	0
31/03/12	£30	£28	£2	£0	£0	£0	n/a	0	0
31/03/11	£32	£33	£-1	£0	£0	£0	n/a	0	0

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Download accounts

Highest pay bracket: less than £60,000

Established: 14 years

www.cheer-elmbridge.org.uk

treasurer@cheer-elmbridge.org.uk

01372879321

Charity Commission for England and Wales

Listed activities

General Charitable Purposes
The Prevention Or Relief Of Poverty

GiG Classification

Other welfare services

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Surrey,

Who it helps

Elderly/Old People

Who supports them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Community Foundation for Surrey	£4,700
National Lottery Community Fund	£2,495
Co-Operative Group	£2,368

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to CHEER
£2,368	23/10/2021	We'd like to support the older members of our community by helping them make the best use of digital services through training and the provision of facilities.
Community Foundation for Surrey - Funding for a Parkinson's Support Group in Elmbridge to run for a further 6 months
£3,500	25/08/2021 5	Funding for a Parkinson's Support Group in Elmbridge to run for a further 6 months
National Lottery Community Fund - Helping older people overcome loneliness after Covid
£2,495	28/07/2021	The funding is to provide social events and volunteer befriending visits for the elderly who have lost confidence and have been affected mentally and physically by the pandemic. It will also ....more The funding is to provide social events and volunteer befriending visits for the elderly who have lost confidence and have been affected mentally and physically by the pandemic. It will also signpost participants to local services to help connect with others and reduce their loneliness.
Community Foundation for Surrey - Funding towards laptops for staff of a charity in Surrey.
£1,200	13/04/2021	Funding towards 3 laptops for staff.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 50-84

CHRISTINE JOY ELMER Appointed: 2021, Occupation: Retired

DAVID MOSS Appointed: 2023, Occupation: Senior Manager

JULIAN EDWARD RYE Appointed: 2011, Occupation: Retired

JANIS FLETCHER Appointed: 2016, Occupation: Retired

JULIAN PAUL ANTHONY MOBBS (Chair) Appointed: 2020, Occupation: Company Director

LISA VICTORIA KHWAJA Appointed: 2023, Occupation: Hr Director

LORNA JEAN THOMAS Appointed: 2023, Occupation: Advice Supervisor

Legal constitution

Charitable company registered in England & Wales on 07/01/2010, number: 1133482
Registered at Companies House on 11/12/2009, number: 07102376

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

13 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE RETIREMENT TRUST on 15/09/2020

Main office

Claygate Centre for the Community
Elm Road
Claygate
Esher
KT10 0EH

Objectives

To relieve elderly people in the Borough of Elmbridge and neighbouring areas who are in need, by providing items, services or facilities calculated to relieve the needs of such persons

Defined Area of Benefit:

THE COMMUNITIES OF ESHER, OXSHOTT, THAMES DITTON, EAST AND WEST MOLESEY, HINCHLEY WOOD, CLAYGATE, WESTON GREEN, STOKE D'ABERNON AND COBHAM AND NEIGHBOURING AREAS

Data Sources