care trust EVERGREEN CARE TRUST (A Charitsble Incorporated Organisation) REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDING 31 MARCH 2021 Charity Registration No. 1158271 vrnw.ever Feencare ¢Jry.uk 8rnJll: olWvewrewsrarg.org.uk t¢l*phon¢: 01780 7659JO EVERGREEN CARE TRUST CONTENTS OF THE FINANCIAL sTATEME￿s FOR THE YEAR ENDING 31 MARCH 2021 Page Report of the Trustees Independent Examiners Rewt 10 Statement of Financial Activitses 11 B8tance She8t 12 Cash Flow Statement 13 Notes to the Accounts 14-18 Page11 Charity Registration Number 1158271 EVERGREEN CARE TRUST REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2021 The Trustees of the Charity preserrt their report with the financial statements for the year ended 31 March 2021. The Trustees have adopted the promsions for charities of the FRS 102 Statemerrt of Recommended Practtce (SORP) effective for reporting periods starting after 1 January 2016. REFERENCE AND ADMINISTRATIVE DETAILS Ail cotreSp0nden￿ should be addressed to the charrirfs principal address The Evergreen Care Trust Shyp House 1 Bamack Road Stamford Lincolnshire PE9 2NA Shyp House is also the communicakn'ons address for the Evergreen Care Stamford & District which is the operatin9 name for the part of the Trust providtng all the Evergreen servI￿S for Stamford, Boume & The Deepngs. TRUSTEES Nicolas Bertrand Pamela Mary Dixon Catherine Sarah Hardy Louise Deborah Marsh Nicholas Adams Paul Hemiman Derek Michael Risk (Resigned 6 September 2021) Founder & CEO Charity Patron: Mrs. Miranda Rock of Burghley Mission. Values & Objectives The Evergreen Care Trurt is an established and trusted tharity founded in 2(Xi5 to promote healthy agein8. honour old age and find meaningful ways to support older and vulnerable adult5 through advocacy. friendship. and practical 5UPWrt. The Tnut was incorporated as a Charitable Incorporated Organisation on Isf December 2014 and is govemed by constitution. New Trustees are selected and appointed by present members of the Trurtee Board. The recruitment of Evergreen personnel both volunteers and employees are based on our organisational value5. sharing the same commttment and intention in sUPPOrting. trainin& equipping. and caring for them as shown our member (Servi￿ user) group. Page12 Charity Registration Number 1158271 EVERGREEN CARE TRUST Mlsslon: To promote healthy agelng and attitudes toward5 older people. seeking relevant ways to honour old age and if needed. to seNe through advocacy. friendship. and practical sUPPOrt. Our Core Values These remain foundational to our approach to care and relatiorrships, eth05 and actiwknes. Respect We believe in the inertTmable value of every human being without ￿Servation. Justi We aspire to exercise the princtple5 of truth. jurtice. and equity in all we do. Servl We seek to nurture a care culture of servicing throughout the organisation and into the wider community. Trainlng We place great emphasis on development. equipping. and supporting all meTnbers of the Evergreen team. Partnerthr Ip We highly esteem unity. collaboration and working together to make a difference. Quallty We aspire to excellence without excess. Generosfty We seek to demonrtrate this. through grant giving, sharing resource5. knowledge. and experience with partner colleague5. Stewardship We aspire to prattl￿ sound management of all fund5 and resources re￿Ived. Objectives 1. To ensure our vtsion and operations refled the ethos and values on which the charity was founded. 2. To maintain aspirations for ex￿llenCe in leadership and all that we do and provide, maintaining Good and Outstanding rating with the Care Quality Commission (CQC) 3. To exercise Value based recfuitment and retain quality Evergreen personnel, engaged in the governance, administrab'on, and delivery of our care provision, offering allemative models of Gare delivery and excellent. working and pay conditions for employees and showing appreciats.on to our volunteers, along with support and training. 4. To remain engaged with Neighbourhood Worknng (Health, Social CaTe and third sector collaborative worky'ng) Care network and ￿nsOrtiuM, and partnefships with local businesses, schools. colleges, churches. communty groups and allied agencies. Coupled with this objecttve, we will continue to monitor the local demographic community to ensure the Charty continues lo providè the appropriate resources, Meeting the needs of our Members and loGal people. Page13 Charity Registration Number 1158271 EVERGREEN CARE TRUST 5. To continue to update existing services and develop new services of cafe delNery along with the essential bespoke training programs in response to the changing and increasing complex needs in the field and demand in the district for this provision. 6. To continue to build qualty and up to date eviden￿ based training for all personnel in nurtunng well equipped. competent and compawonate practitioners. Strategies employed to achieve Objectives 1. G0Veman￿ and management ensure that all activty, vtsion casting, and change management are measured against our core values and mission. Thi5 is cascaded to all levels through regular staff meetings and W￿klY staff briefings. The Govemance Code is progressrvely being incorporated into our Trustee Inductton procedure and meetings, influenang policy regarding recruitment of Trustees, assigning Trustees responsibilits"es. diversty aNI equalrty. It has also been incorporated into the Risk Register. 2. The Trust has established pr￿sseS and procedures to ensure CQC complian wrth nats'onal standards and ￿st prac￿￿ recommendations, evidencing this. Sin the year*nd the charty has registered with QCS (Qualty Compliance Systems) to ensure that all the correct policres and prO￿dureS are in Pla￿ to promote safe worknng pradices. In addttion. along wtth a new HR system to record dissemination to staff, this will ensure on-going Complian￿ as they update the regulations, in tum, updating the policies and procedures. 3. Evergreen has been registered as a National Li¥llng Wage employer Sin￿ 2017. The Trust continues to work towards replacing zero contracts V￿th guaranleed hour5 for all staff, and is reviewing the model of Care delivery to improve both working conditions and person centred care delivery. The pay rate increment is nomially implemented in May of each year. 4. The Volurrteer SerV[￿s Team has necessarily focussed efforts on deafing wtth the COVID pandemic. This has impacted the recruitment of new volunteers but has still enabled her to re-engage in important ways with the existing amy of volunteer5 and partnership working wrth other stakeholders to meet the needs of the community. During this time. we adapted our Volunteer Led Services, specifically Befriending, due to some Members being advised to shield. The Befriending Service 1￿caMe a telephone service as opposed to face to face. This enabled us to maintain Contact wrth the vulnerable Members of Ihe Community and skn.ll provide this valuable free Ser￿￿. We also achieved the APS acc*edtiation which is a true extemal validation and a reflection of the 8efriending Service. Effectrve communication has been maintained and improved. Emails, a newly devised quarterly newsletter, and social media posts conb'nue to promote the Trust Due to the pandemic nominations were not invited last year for the Suzi Wheattey Award for Evergreen Volunteer. We will be opening the nominab.on process for this yearfs award. 5. During the COVID pandemic we have reviewed and implemented a tailom)ade training package for all staff and volunteers This tra.ning includes revised Safeguarding which can be completed online or in Written formaL All our training was briefly suspEnded when restrictions Y￿re at their huhest, however this programme is now fully undeThYay. 6. We have newly devised Volunteer literature sponsored by a local business. Thi5 has been printed and wll be distribuied to all relevant stakeholders. Page14 Charity Re￿StratIOn Number 1158271 EVERGREEN CARE TRUST 7. We continu8 to improve the celebration of our services via S￿lat media. We also are proacttvely involved in local and national promotions. 8. We have relaunched our new refreshed webstte to keep pae wtth changing times. It has allowed us to actively promote our paid for and volunteer servi￿$ togethor with all activities. induding our fvndraising efforts and is regularty updated. 9. During the COVID pandemic the Trust ensured the safety of Members and staff by supplying al necessary PPE and continues to do so. Ail staff are given a weekly PCR test kit which is registered on a weekly basis and results are reported and morsrtored to ensure safe working practice. All staff have also had their double COVID vaccination. 10. Evergreen is the lead organisation represents.ng the third secior in Neighbourhood Working in our district. Representatives meet fortnightly via zoom conference during the lockdown. Neighbourhood Working remains a key Evergreen activity while it enables a 'joined up approach. to the planning of care and support for local people. It has a special focus in our distrtct on moderate to severe frailty, which represents high percentage of our service user group. It is a privilege to represent the third sector in hugely important integrated care forum. 11. Evergreen is also involved in the newly fonned South Lincolnshire Alliance lor Mental Health ISLAMH). This allows active networknng between different stakeholders to promote the awareness ar￿ improvements required for Mental Health in the Communrty. 12. The South West Care Network met bi-monthty during 2020 at the Christ Church venue until Covid restrictions prevenied further meetings. Contact wrth members was maintained via e mails and by forwarding updates. In March 2021 we received sponsorship for the purwse of crealing an e nev￿letter which we are looking forward to distributing in April and bi-monthty thereafter. Desprte Covid the network remains a valuable connection between multi sector providers supporting older and vulnerable aduffs in the region. The Network would have celebrated "rts 10th Anniversary in January 2021 but due to restrictions the planned event around cake was can￿lled. Together, Network members continue to further develop efforts to maintain and invite new members engaged in any kind of health and social care prowsion. Members of the neljvork look fonmard to resumption of face to face meetings. the bnng and share lunch and informal networking once Covid restrictions allow. 13. Floren￿ Care remains suspended and under review until the Servi￿ can be linked to a whole perSon￿ntr￿j bespoke training program designed for a hybrid role {soual care and low-level heallh care) incorporating self-managing teams and evidence-based practice, supporting local communty engagement and working. Louise Marsh (Founder) is in negotiation with the Clinical Researth Network East Midlands, Universty of Lincoln, Skills for Health. New College Stamford Health & Social Care departments, and local agenc￿ dealing wtlh Mental Health- Mindspace, Dementia - Dementia Support South Lincs, and End of Life ¢are- SL Barnabas. These are relevant and complex areas of need evident in our communty. We will conts'nue to seek funding and review resour￿. General Evergreen in the last financial year prowded support and care through tis wide range of 'no charge, and 'paid for servi￿, for approximately 600 people, their families. arNJ carers. the Page15 Charity Registration Number 1158271 EVERGREEN CARE TRUST majority of these recerrfed support through our volunteer led no charge services. Success continues to be measured through feedback from Servi￿ users. family. and carers as well as volunteers ano staff through regular reviews, evaluab.on forms and notifications. letters and cards. Evergreen has an established reputats.on locally as a charity which responds to local need with compassion and commrtment and for working collaboratively with statutory other sector organi5ations for the benefft of local people. Evergreen in representiiig the trllrd sector maintains ts contribution to Neighbourhood Working which is a fine example of integrated Servi￿ provision and collaborative work to improve SeN1￿ efficacy and reducts.on of duplication and unne￿SSary waste. The intent is to join up services to enhan￿ the care and support of persons especially those who are deemed frequent service users. The general benefft of this is to reduce unne￿SSary s hospital admissions, the reduction in GP visits, and the pmmotion of positNe wellbeing as the health and social care sector partner with the third sector to imptement this strategy. Evergreen considers it a great privilege to be allied to and engaged with this very proactive practice. The Director and RCM and or her team meets fortnigmly wilh health, social care and allied colleagues for this purpose. We remain acttvely involved in knowledge sharing, participating in collaborative trials and projects and proudly represent the third sector in respect of this. We are rx)nvinced of the value of th￿ approach to care provision and believe that it is local people who benefit from these efforts. Evergreen remains committed to the 5UPWrt and valuing of its Fersonnel. This includes pastoral care, wellbeing advi￿, professional development, regular supervision and support. and adherence to best Health & Safety practi￿ in the Offi￿ and in the field. The Trust Is in Its 4th year as a registered Natsonal Living Wage Employer. Public Benefft We believe that the supports and services the Ttust has developed over 16 years. is now a vital resource for local older and vulnerable people and a strong partner will allied health and social care professionals. Seven of our 'no charge, ServI￿S are volunteer led and provide opportunities for Social engagemént, lrfe enhancing activities, and support with practical matters. The 'not for profft. paid for ServI￿S cover a range of low-level inteTventions and higher need regulated care activities for which local demand is high. The Trust is committed to equality and diversity and welcome engagement with people from different communrties and minorities without reserve, vthether as service users or as Evergreen personnet. Significant Activities The Trust maintains ts 7 'no charge. services wilh demand for these remaining high apart from the Hospital to Home Service which sadly, is our least used servi￿. The lack of demand for this service has more to do with the challenges the local hosprtal has in workyng th volunteers and the pressure of time scales for discharge and secoTTdly, the increasing complexity of cases being discharged home, deemed in appropriate for volunteers to manage safely and appropriately. This SeThi￿ tends to bé used for those of our existing members when we are aware of their admission into hosprtal and prepare to support them when they are due to retum hom8. All our Volunteer Led servi￿ have tEen put on hold due to COVID restridions. with the ex￿ptIOn of Befriending, Chaplaincy and Advocacy which have all become a telephone seNice. The Volunteer seNices can report over 52(KJ volunteer member eventslactions through our service provision in thrs financTal year. P3ge16 Charity Registration Number IIS8271 EVERGREEN CARE TRUST Our Befriending Servi￿ has now been extended to offer a listening support This listening support is an interim measure only to aide the Member through a particular personal or family crisis, with a vrew to Befriending once the crisis has been dealt wth. The NCVO Mentoring and BefrierKling ApkYoved Provider Standard was awarded to us in DeGember 2020. This was a large piece of work that required meetings over zoom due to the pandemic. Our Wellbeing Warden seplice conb.nues to assist individuals with their medicat.on and nutrition and hydration. Our paid for servI￿s, both Home Support and Wellbeing Service have assisted and cared for over 120 persons on a regular basis in the last finanaal year. Evergreen's Assisted ￿VIng provision continues to be of value to the local communty in that Evergreen will supply and fit only Poli￿ approved, Supra 500 Key safes, supply and manage Medication safes, and installation of the Evergreen Lifeline 24 Telecare service. Parthership Activity Friendship Lunch Club In March 2020. our friendship lunth dub hosted at Morrisons Supemiarket was suspended due to COVID restrictions and lockdown. We endeavour to re4nstste this, On￿ restrictions end. In the meantime: we provided a soup service. from February 2021 to May 2021, in partnership with Stamford Free Church and Second Helpings. to support 20 members of the communty, some of Ythom would have benefftted from the Friendstrup Lunch Club. In addition, we partnered with Cook of Stamford. They donated frozen meals and we deltvered them to the most vulnerable and we continue to work alongside them wrth this verrture. Friendship Tea (Dementia Café) In September of 2019. Evergreen in partneT5hip with Bam Hill Methodist Church who provided their lovely Well café facilty. Dementia Support South Lincs who provided their expert personnel and Evergreen who provided willing and interested volunteers, together launched a monthly 'Dementia Café, which we have simply called a Friendship Tea with no reference to dementia. This is suspended due to COVID restn"ctions and lockdown. New College Stamford - H&SC student of the year For 6 years now, Evergreen has provided an annual award to the New College Stamforrl Health & Social Care student of the Year. This takes pla￿ each June in a special award ceremony for the wide range of subjects covered and student nomirkees. Due to COVID restrictions there was no ceremony but the award was given to a first year student who had faced a number of challenges throughout the year bui a￿ayS presented herself and her work with commitment and excellent atti1￿je. This student will be continuing into Year 2. Lincoln UnIve￿ty Research Proje The Evergreen Care Trust were involved in a >year research study with the Universty of Lincoln, Bimingham and Brighton. This project explored how older people experience the process of finthng and pawng for personal care from their own reSoUr￿S in three local Page17 Charity Regisrration Number 1158271 EVERGREEN CARE TRUST aLrthonty areas in England. Please visit this link to access the full report under°publications' on the website.. www.olde leselffundin care.coml ublicationslfinal-re Our Trustee Louise Marsh has now joined the Health & Socia5 Care Research team at the Universty of Lincoln and is fvrthering efforts to establish e￿den￿ based best practi moving away from time and task service delivery to self-managing teams focusing on whole personstng b•trwÈen at l.42D *t31a.21 Unre*id•d funts Genet31 fjJ¥J 51.529 .249 361047 7&ni Ro51sictsd knids ai¥e fJx(m Re5pfte GG* FlOry￿e fare h*¢tion C(*rtrt GGF Meals UK fkniorrtn*ts 3.951 IXI 13) 4.825 3,376 921 47,961 4.tffj1 51, To1￿ FUM)S 55.610. 411.W28 83.137 14 PUrP￿e$ of Restrthd Funds Cl1¥¥ Dixon R•spltè Fund Global Givoty Fund Fl¢)rence CarÈ Graffl 10 stertup C￿￿tS ofw tU5tro cap SePArÈ•NI rtwcare Manw $al•y trf IY•) y￿5 LCC InfoctEon Co)trol Grant Co%vJ related grarrt lo Surp￿ C(yrtrc4 cc6ts Globttl Givlo9 Maal$ INtsatI￿ Ip wamrle tl* EwrEW n rtsrJXI)nx 15 Related party disclosurns Page118 Charity Re8iStrdtion Number 1158271