care trust EVERGREEN CARE TRUST (A Charitable Incorporated Organisation) REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDING 31 MARCH 2022 Charty Registration No. 1158271 www.evergreeiicaro.org.uk l emall: crffice@e¥ergreuts￿.org.uk tekphon¢: 01780 765WJO EVERGREEN CARE TRUST CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDING 31 MARCH 2022 Page Report o* the Trustees Independent Examiners Report Statement of Financial Activities 10 Balance Sheet 11 Cash Flow Statement 12 Notes to the Accounts 13-17 Pagell Charity Registration Number 1158271 EVERGREEN CARE TRUST REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2022 The Trustees of the Charity present their repcxt the finanual statements for the year ended 31 March 2022. The Trustees have adopted the provisions for charities of the FRS 102 Slatement of Re￿mMended Practice (SORP) effective for reporting periods starting after 1 January 2016. REFERENCE AND ADMINISTRATIVE DEfAILS All Corresponden￿ should be addressed to the charity's principal address The Evergre8n Care Trust Shyp House 1 Bamack Road Stamford Lincolnshire PE9 2NA TRUSTEES Nicholas Adams Chair Pamela Mary Dixon (Resigned 28 July 2022) Catherine Sarah Hardy Louise Deborah Marsh Paul Hemiman Derek Michael Risk Jo Peck (Appointed 28 July 2022) Founder Charity Patron- Mr5. Miranda Rod( of Burghley Mission. Values & Objectlves The Evergreen Care Trust is an established and trusted charity founded in 2005 to promote healthy ageing. honour old age and find meaningful ways to support older and vulnerable adults through advocacy. friendship. and practical sUPPOrt. The Twst was incorporated as a Charitable Incorporated Organisation on 1st Decanber 2014 and is govemed by a constitution. New Trustees are selerted and appointed by present members of the Trustee Board. The recruitment of Evergreen personnel both volunteers and employees is based on our value5. sharing the same commitment and intention in supportin8. trainin8. equipping and caring for them as shown our member (Servi￿ user) group. Page12 Charity Registration Number 1158271 EVERGREEN CARE TRUST Mlsslon: To promote healthy ageing and attitudes towards 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 relationships, elhos and aclivities. Respect We believe in the inertimable value of every human being without reservation. Justlce We aspire to exercise the prinaples of truth. jurtice. and equity in all we do. SeNI We seek to nurture a care culture of serving throughout the organisation and into the wider community. Training We place great emphasis on development. equipping. and supporting all members of the Evergreen team. Partnership We highly esteem unity. collaboration and working together to make a difference. Quality We aspire to excellence without exces5. Generosty We seek to demonstrate this, through grant giving. sharing resources. knowledge. and experience with partner colleagues. Stewardship We aspire to practice sound management of all funds and resources received. Objectives 1. To ensure our vision and operations reflect the ethos and values on which the charity was founded. 2. To maintain aspirations for ex￿llenCe in all we do and provide. maintaining Good and Outstanding rating with the Care Qualty Commission ICQC) 3. To exercise Value based recnJÉbnent and retain qualty Evergreen personnel, engaged in the govemance. administratK)n, and delivery of our care provision. offering excellent working and pay ￿nd[tionS for employees and showing appreciation to our volunteers along support and training. 4. To remain engaged with Neighbourhood Working (Health. Social Care and third sedor collaborative working) Care network and consortium. and partnerships with local businesses. schools, colleges. churches, community groups and allied agencies. Coupled with this objective, will continue to monitor the local demographic communty to ensure the Charity continues to prowde the correcl resource which matches the needs of our Members. Page13 Ch3rtty Registration Number 1158271 EVERGREEN CARE TRUST 5. To continue to build quality and up to date training for ECT personnel in nurturing well equipped, cK)mpetenl and caring practtboners. Strategies employed to achievo Objectives 1. Governan￿ and management ensure that all activty. vision c2Sting, and change management are measured against our core values and mission. This is cascaded to all levels through regular staff meetings and weekly staff briefings. The Governance Code is progressively being incorporated into our Tnjstee Induction procedure and meetings, influencing policy regarding recruitment of Trustees, assigning Trustees responsibilities. inclusion, diversity and equality. The Code has also been incorporated into the Risk Register. 2. The Trust has established processes and prC￿edureS to ensure CQC compliance with national standards and best practice recommendations, and evidencing this. Our new CQC (Quality Compliance Systems) has been suttessfvlly implemented to ensure all the correct polic4es and procedures are in place to promote safe working practices. We have also implemented our new Bright HR syslem to record dissemination to staff, this will ensure on-going ￿MplIan￿ as they update the regulations, in tum, updating the policies and procedures. 3. Evergreen has been registered as a Nalional Living Wage employer since 2017. The Trust continues to work towards replacing zero contracts with guaranteed hours for all staff and is reviewing the model of Care delivery to improve both working condilions and person-centred care delivery. The pay rate increment is normally implemented in May of each year. but this was brought forward to April in response to the rising cost of liwng. 4. The Volunteer Services Team has foujssed efforts on leaming to Itve with COVID and has carrted out a Servi￿ review of our Volunteer Led Setvices. We will update accordingly with our findings and oulcomes. The Befriending Service continues to be lelephone service as well as face to fa￿ as we reL￿nISe some members are still apprehensive about mÉxing due to COVID. We continue to commuriicale effectively via emails, our quartedy newsletter. arid social media posts continue to promote the Trust. Our annual Suzi Whealley Award will be made at the AOM. 5. In November of last year. we launched our new Building Better Mental Wealth project. This allowed a place for lonely. isolated individuals, over the age of 65, to attend the club for fun activities, such as, chair aerobics, art. flower arranging and bingo. We also had a nurse in attendance so people could approach them if they had any health COn￿M$. and this could be escalated if necessary to their GP. We also linked wtth social prescribing. and they brought isolated people along too This project has b8en a true success. It has allowed people to forge new friendships not only within the project but continue these outside of it loo. It has also increased our volunteer uptake as the community feels il meets their needs. 6. During the COVID pandemic we have rewewed and implemented a tailomiade training package for all staff and volunteers. This training includes revised Safeguarding which (an be completed online or in vffltten fomat. This continues lo evolve to meet the need of our volunteers and staff. 7. We continue to itnprove the ￿lebratiOn of our services via social media. We also are proactively involved in local and national promotions. Page14 Charrty Registration Number 1158271 EVERGREEN CARE TRUST 8. The website was updated at the beginning of the year and given a new layout. It has allowed us to activety promote our paid for and volunteer services together wth all activities, including our fundraising efforts and is regularly updated. This continues to evofve and improve to make tt easy read and easy to navigate for all members of the communty. 9. The Trust continues to ensure the safety of Members and staff by supplying all necessary PPE. All stsff conduct a twice weekly lateral flow test, and they are registered on a weekly basis and results are reported and monitored to ensure safe working practice. All staff have also had their double COVID and booster vaccinations. 10. Evergreen is the lead organisation representirvJ the third sector in Neighbourhood Working in our district. Representatives meet monthly via zoom conference. Neighbourhood Working remains a key Evergreen activity while it enables a 'join8d up approach, to the planning of care and support for local people. It has a special focus in our district on moderate to severe frailty, which represents a high percentage of our Servi￿ user group. It is a privilege to represent the third sector in this hugely important integrated care forum. 11. Evergreen is also involved in the South Lincolnshire Alliance for Mental Health (SLAMHI. This allows active ne￿OrkIng btheen different stakeholders to promote the awareness and improvements r8quired for Mental Health in the Community. General Evergreen in the last financial year provmjed supFK)rt and care through its wKle range of 'no charge, and 'paid for SeN1￿$, for over 300 people, their families, and carers, the majority of these re￿iVed suptM)rt through our volunteer led no charge servI￿s. Success continues to be measured through feedback from Servi￿ users, family. and carers as well as volunteers and staff through regular reviews. evaluation fO￿S and notifications, letters and cards. Evergreen has an establishe(I reputation locally as a charity which responds to local need with compassion and commitment and for working collaboratively with slatutory and other sector organiSat￿nS for the ben8fft of local people. Evergreen in representing the third sector maintsins its contribution lo NeKJhbourhood Working which is a fine example of integrated service provision and collaborative work to improve service effic£cy and reduction of duplication and unnecessary waste. The intent is to join up services to enhance the care and support of persons especially those who are deemed frequent Se￿1￿ users. The general benefft of this is to reduce Unne￿$sary hospital admissions. the reduction in GP vistts, and the promotion of positive wellbeing as the health and social caro sector partner wtth the third sector to implement 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 meet monthly with health, social care and allied colleagues for this purpose. We remain aclively involved in knowledge sharing, participating in collaborative trials and projects and proudty represent the third sector in respect of this. We are convinced of the value of this approach to care provision and believ8 that it is local people who benefrt from these efforts. Evergreen remains commttted to the support and valuing of its personnel. This includes pastoral care, wellbeing advice, professional development. regular supeNision and support. and adherence to best Health & Safety pract[￿ in the office and in the field. The Trusl is in its 5 year as a registered National Living Wage Employer. Page15 Charity Registration Number 1158271 EVERGREEN CARE TRUST Public Benefit We believe that the supports and services the Trust has developed over 16 years, is now a vitsl resour￿ for local older and vulnerable people and a strong partner with allied health and social care professionals. Seven of our'no charge. services are volunteer led and provide opportunities for soaal engagement, lrfe enhancing activities, and support with practical matters. The 'not for profft. paid for servi￿5 cover a range of low-level interventions and higher need regulated care activittes for which local demand is high. The Trust is committed to equality and diversty and welcome engagement wth people from different communities and minorities without reserve. whether as service users or as Evergreen personnel. Significant Activities The Trust maintains tts 8 'no charge, services wth demand for most of these remaining high. We are in the process of reviewing our volunteer led se￿1￿$ to ensure they continue to meet the needs of the communty we Se￿ICe. The launch of our Volunteer led Building Better Mental Wealth project was launched in November 2021 and is going from strength to strength and has been exlended to at least March 2023. All our Volunteer Led Seryices are now all back up and running. wtth the exception of the Friendship Lunch Club as we learn to live with COVID in our communities which has affected demand for some services. The Volunteer services are supported by a register of 174 volunteers. Our Befriending Servi￿ has now been extended to offer a listening supporL This listening support is now a welcomed addition to this servi￿, not only to aid the Member through a particular personal or family crisis. WFth a view to Befriending On￿ the crisis has been dealt with. Our Wellbeing Warden service continues to assist indtviduals wth their medication and nutrition and hydration. Our paid for seTVI￿S. both Home Support and Wellbeing SeNic8 have assisted and cared for over 110 persons on a regular basis in the last financÉal year. Evergreen's Assisted Living provision cnntinues to be of value to the local communty in that Evergreen will supply and fft only Poli￿ approved, Supra 500 Key safes. supply and manage Medication safes, and installation of the Evergreen Lrfeline 24 Telecare servi￿. Partnership Actlvlty Friendship Lunch Club In March 2020, our friendship lunch club hosted at Morrisons Supemiarket was suspended due lo COVID restrictions and lockdown. Unfortunately, due to the transw)rt no longer being available Ihis has not been relaunched. We are still looking at ways to restsrt this lunch club in the future. Friendship Tea (Dementia Café) In September of 2019. Evergreen in partnership wFth Bam Hill Metho(list 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 Page16 Charity Registration Number 1158271 EVERGREEN CARE TRUST launched a monthly 'Dementia Café. which we have simply called a Friendship Tea with no reference to dementia. This has relaunched and we have recentty moved premises to the Stamford Free Church. The attendees have more than quadrupled! Such a great success. Research As a Trust we are pleased to announce that we joine(I the Research. Leaming & Excellen Community (RELEC) of Home Care providers ftjnded by the NIHR Clinical Research Network East Midlands and the University of LIn￿1n Sch¢)ol of Heath & Social Care in July 2021. Further to this we were the firsl Home Care Provider to sign up lo the join Dementia Research campaign. We pushed for this change as historically it was only for Care Homes and individuals to sign up. We have actively engaged wilh various Universities to take part in integral research that also helps us to improve the ways we work and serve our local community. It is important to us that we lead the way in active participation in research for Dementia and social care research in general. nurturirvJ a culture of research, leaming and excellen within our organisation. Our Founding Trustee Louise Marsh continues her Health & Soual Care Research team role at the University of Lincoln and is fijrthering efforts to establish evidence based best practice moving away from time and tssk setvice delivery to self-managing teams focusing on whole person-centred care delivery and team practice. Flnanclal Revlew The Evergreen Care Trust is a faith-based organisation and the funding of the ongoing free of charge services provided by Ihe Evergreen Care Trusl is primarily from public donations, although during the year money was also raised from fund raising evenls. mainly the successful Evergreen Christmas Cracker and the Annivet5ary Ball that had been delayed by the Covid pandemic. These funds along with the contrtbLrtion from the paid for services help to cover the administrative costs of the Trus( including general running costs and salaries of a(iministrative stsff. In 2021122 the Trust had an income of £408,3931£438,555 in 20121) including (kjnations and grants of £127,550. Expenditure in the yearwas £364,008 (£411,028 in 20121) giving rise to a surplus of £44.385. The reduction in year on year income and expenditure was mainly related to the Covid grants and costs in the previous year. The detsiled results for the year and financial postlion of the (thrity are shown in the financial statements. At the 31 March 2022 the charity had total reserves of £127,522, of which just £12,319 was restricted. These reserves were equtvalent to just under 4 months of the planned expendilure over the coming year. The Trustees regulady monitored the level of reseNes and aim lo at least retsin 3 months expenditure as a reasonable balar￿e beiween the need to resou￿ current expenditure and the need for longer temi sustainabilty. Page17 CharÉty Registration Number 1158271 EVERGREEN CARE TRUST Future Plans After a year of consolidation followng on from the Covid Pandemic the Trusl has in the cu￿ent year been carrying out a consultation with stakeholders to review the need and effectiveness of all the cu￿ent servi￿$ both paid for and voluntary. The aim is to develop plans lo ensure the services ())ntinue to meet the needs of the local community and identify additional needs that may require new services. The aim is to make any identsfied changes in time for the next financial year in April 2023. Acknowledgement The Evergreen Care Trust acknowledges the enO￿OuS public support and generosity of individuals, churches. communty groups and locxl businesses. Without this support and that of our amazing V￿Unteers. so much of what Evergreen does in providing meaningful support and care for local people would not be achieved. Thank you. Signed on behalf of Trustees fv/Wk- Nicholas Adams Louise Dèborah Marsh Chair Founder & Trustee September 2022 Page18 Charity Registration Number 1158271 EVERGREEN CARE TRUST INDEPENDE￿r EXAMINER'S REPORT TO THE TRUSTEES OF EVERGREEN CARE TRUST I report on the accounts for the year ended 31 March 2022 set out on pages 10 to 17. Respective responslbllltles of trustees and examiner The charity's trustees are responsible for the preparation of the accounts. The chartvs trustees consider that an audit is not required for this year (under Section 144{2) of the Charities Act 2011 (the 2011 Act)) and that an independent examination is required. Having satisfied myself that the charity is not subject to audit under company law and is eligible for independent examination, it is my responsibility to: examine the accounts under Se(lion 145 of the 2011 Act to follow the procedures laid down in the General Directions given by the Charity Commission {under Section 145(5){b) of the 2011 Act): and to state whether parti