care trust EVERGREEN CARE TRUST (A Charitable Incorporated Organisation) REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDING 31 MARCH 2023 Charty Registration No. 1158271 www.evergreencare.org.uk email: OffievergreenWe.tsrg.uk t•l•phono: 01780 7659JO
EVERGREEN CARE TRUST CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDING 31 MARCH 2023 Page Report of the Trustees Independent Examiners Report 10 Statement of Financial Activities Balance Sheet 12 Cash Flow Statement 13 Notes to the Accounts 14-18 Page | I Charity Registration Number 1158271
EVERGREEN CARE TRUST REPORT OF THE TRUSTEES FOR THE YEAR ENDED 31 MARCH 2023 The Trustees of the Charity present their report with the financial statements for the year ended 31 March 2023. The Trustees have adopted the provisions for charities of the FRS 102 Statement of Recommended Practice (SORPI effective for reporting periods starting after 1 January 2016. REFERENCE AND ADMINISTRATIVE DEfAILS All correspondence should be addressed to the tharity's principal address.. The Evergreen Care Trust Shyp House 1 Barnack Road stamford Lincolnshire PE9 2NA TRUSTEES Nicholas Adams Chair Pamela Mary Dixon (Resigned 28 July 2022) Catherine Sarah Fitl Louise Deborah Marsh Paul Hemiman Derek Michael Risk Jo Peck (Appointed 28 July 2022) Founder Charity Patron: Mrs. Miranda Rock of Burghley Mission, Values & Objectives The Evergreen Care Trust Is an ertablished and trurted 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 Trust was incorporated as a Charitable Incorporated Organi5ation on l# December 2014 and is governed by a constitution. New Trurtees are selected and appointed by present members of the Tnjrtee Board. The recruitment of Evergreen personnel both volunteers and employees 15 based on our values. sharing the same commitment and intention in supporting. training. equipping and caring for them as shown our member (Servi user) group. Page 12 Charity Registration Number 1158271
EVERGREEN CARE TRUST Mission: To promote healthy ageing and attitudes towards older people, seeking relevant way5 to honour old age and if needed. to serve through advocacy. friendship. and practical support. Our Core Values These remain foundational to our approach to care and relationships, ethos and activities. Respect We believe in the inestimable value of every human being without reservation. Justl We aspire to exercise the principles of truth. jurtice. and equity in all we do. Servi We seek to nurture a care culture of seNing throughout the organisation and into the wider community. Training We Pla 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 excess. Generoslty We seek to demonrtrate thi5. 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 remain engaged with Neighbourhood Working (Health, Social Care and third sector collaborative working) Care neOrk and consortium, and partnerships with local businesses, schools. colleges. churches, Gommunity groups and allied agencies. 3. Continue to monitor the demographic of the local community to ensure the Charity continues to provide the correct resource which matches the needs of our Members. 4. To maintain aspirations for excellence in all we do and provide, maintaining Good and Outstanding rating with the Care Quality Commission ICQC) 5. To exercise Value based recruitment and retain quality Evergreen personnel, engaged in the governan, administration, and delivery of our care provision, offertng exlIent working and pay conditions for employees and showing appreciation to our volunteers along with support and training. Page13 Charty Registration Number 1158271
EVERGREEN CARE TRUST Strategies Employed to Achieve Objectives 1. As lock down prOdureS came to an end it provided an ideal opportunity to undertake a Service Review to see which ofthe Paid For and Volunteer Led services were still relevant and identify potential new initiatives to include in to the service mix provided. This project was carried out with the fronl line staff members and Volunteer Service Leads and was picked up by the new Senior Leadership Team when they started in January 2P23. As part of the review a new paid post was reated to help grow the Volunteer Led services which had been redUd leading in to and through the COVID 19 pandemic. 2. A new Senior Leadership Team was recruited to repla the leaving Registered care Manager (RCM) Director and Volunteer Setvice Coordinator. To allow focus to be broughl to both sides of the Trust. Paid For and Volunteer Led, the new RCM post focuses solely on the Paid For services while the Volunteer servi Manager -focuses on running the volunteer led activities. Both report to the Board of Trustees independently but are expected to work closely together to ensure that the ServIS offered dovetail to provide members wsth a sutie of Complementary services depending on their needs. 3. Govemance and management ensure that all activity, vision casting, 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 Trustee 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. Regular team IAII Lead) meetings were reinstituted in January and continue on the first Monday of each month. In February the Member's Committee meetings were also re-instituted with members agreeing to meet bi-monthly initially but have now recornmended quartedy, unless there is a particular issue that demands an extraordinary meeting. The Board is proposing to invite Se1 Leads, Supervisors and office admin staff to also meet regularly with the Trustees to encourage relationship building and understanding within the wider team. This has been well reiVed by all levels of staff. 4. The Trusl has established processes and procedures to ensure CQC compliance with national standards and best practice recommendations. and evidencing this. Our new CQC {Quality complian Systems) has been successfully implemented to ensure all the correct policies and prOdureS are in pla to promote safe working practices. We have also implemented our new Bright HR system to record dissemination to staff, Ihis will ensure on-going compliance as they update the regulations, in tum, updating the policies and pr0dUreS_ The Founder, former inspected RCM & Notifiable Individual for the Evergreen Care Trust, Louise Marsh notified the CQC ofthe departure of the RCM in August 2022 and acted as Caretaker RCM until the appointment of Caroline joy RCM in January 2023. 5. Evergreen continues to maintain membership the Clinical Research NeOrk East Midlands & University of Lincoln's School of H&SC's RELEC neOrk for Home Care providers. The team have undertaken surveys, Working parties and act in an advisory capacity for the Research Community engaging and developing relevant Social Care Research. There are a number of Home Care studies in the pipeline that Evergreen hopes to participate in. Evergreen considers evidence based practice vital in meeting CQC standards and demonstrating innovative. creative person Gentred best practice. Page 14 Charity Registration Number 1158271
EVERGREEN CARE TRUST 6. Evergreen has been registered as a National Living Wage employer since 2017. In line with this pay rates advised by the NLW Foundation giving front line staff a 10/0 increase. This was further supported with Ihe separate payment of travel time beeen calls. In doing this the Trust also recognises the increased cost resulting from this which ultimately is bome by the service user. 7. The Volunteer Services Team have worked closely with service users and volunteers to reintroduce fa to fa befriending and other Volunteer Led activities, much needed after the time that many elderly and vulnerable people spent shielding during the pandemic. Volunteer service users are represented in the Memberfs committee and provide their views and remmmendations. 8. The Building Better Mental Wealth project continued lo go from strength to strength and the Trust secured funding from the Alan Boswell Group Charitable Trust. The members of this group suggested that they would like to re name the project and as a group they voled that the former BBMW be rebranded as the Friends Together Group. 9. During the COVID pandemic we have reviewed and implemented a tailomiade training package for all staff and volunteers. This training includes revised Safeguarding which can be completed online or in written format. This conlinues to evolve to meet the need of our volunteers and staff. The online training is provided by an accredited Heallh & Social Care provider, is mandatory and enables CQC ompliance. It is however widely recognised that the leam getting together regulady to share knowledge, experien and group face to face learning is highly valued by volunteers and staff at all levels and this is being reintroduced as a matter of priority post Covid. 10. We continue to improve the lebratiOn of our ServIS via social media. We also are proactively involved in local and national promotions. An annual Volunteer Celebration is being re-visited with a forthcoming event planned, to acknowledge and celebrate the work of our volunteer5 and the difference they make in local people's lives. 11. The website was updated at the beginning of the year and given a new layout. It has allowed us to actively promote our paid for and volunteer ServIS together with all activities, including our fundraising efforts and is regulady updated. This continues to evolve and improve to make it easier to read and navigate. 12. The Trusl continues to ensure the safety of Members and staff by supplying all necessary PPE. All staff conduct a tNvice weekly lateral flow lest, and they are registered on a weekly basis and resutts are reported and monitored to ensure safe working practice. All staff have also had their double COVID and booster vaccinations. The Trust conts'nues to follow Govemment guidelines into post covid season. 13. Evergreen is the lead organisation representing the third sector in Neighbourhood Working in our district. Representatives meet monthly via zoom conferen. 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 district on moderate to severe frailty, which represents a high perntage of our service user group. It is a privilege to represent the third sector in this hugely important integrated care forum. Direct contact with Neighbourhood Page 15 Chartty Registration Number 1158271
EVERGREEN CARE TRUST working is maintained and a specialist nurse has been assigned to support our member group. 14. Evergreen is also involved in the South Lincolnshire Allian* for Mental Health ISLAMH}. This allow5 active neOrkIng between different slakeholders to promote the awareness and improvements required for Mental Health in the Community. General Evergreen in the last financial year provided support and care through its wide range of 'no charge, and 'paid for services, for over 300 people, their families, and carers, the majority of these received support through our volunteer led no charge setvices. Success continues to be measured through feedback from Servi users, family, and carers as well as volunteers and staff through regular reviews, evaluation forms and notifications, letters and cards. Evergreen has an established repulation locally as a charity which responds to local need with compassion and commitment and for working collaboratively with statutory and other sector organisations for the benerrt of local people. The primary objective going into the financial.year was to engage with our frontline staff and volunteer leads to undertake a review of servIs, and resources required to support those services. This was inilially led by the Director & RCM along with the Volunteer Servi Coordinator bLrt was picked up by the Trustees when both these persons resigned. This was undertaken initially wrth a questionnaire to highlight key areas of slrength, weakness and opportunities followed by group meetings to work through the various points. As a result thè Trust Gonstructed a Guaranteed Hours contract for those front line workers wanting to avail of more security in their hours. Training time was reverted to being paid at the full hourly rate rather than the discounted rate it had become. and paid travel time between calls was implemenled. To improve resourcing of the two sides of the Trust commitment was made to hire a Social Engagement Lead to provide more paid support to the Volunteer Led activities and more Care Supervisor Hours were committed to the Care Suite so that the Trust could be more consistent and proactive in its abilty to take on new Servi users. As a result of the resignation of the Director & RCM and the Volunteer servi Coordinator focus shifted to finding suitable replacements to lead the two sides of the Trust. Appointments were made such that the new leadership came into effect on January 3 2023 and a three month induction plan was put in place to try and give exposure all aspects ofthe Trust. Evergreen in representing the third sector maintains tts contribution to Neighbourhood Working which is a fine example of integrated Servi provision and collaborative work to improve service efficacy and reduction of duplication and unnecessary waste. The inlent is to join up seNices to enhance the care and support of persons especially Ihose who are deemed frequent Servi users. The general benefft of this is to reduce UnneSSary hospital admissions, the reduction in GP visits. and the promolion of positive wellbeing as the health and social care sector partner w-rth the third sector to implement this strategy. Evergreen considers it a great prtvilege 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 actFvely involved in knowledge sharing, participating in collaborative lrials and projects and proudly represent the third sector in respect of this. We are convinced of the value of this approach to care provision and believe that it is local people who benefrt from these efforts. Page16 Charity Registration Number 1158271
EVERGREEN CARE TRUST Evergreen remains committed to the support and valuing of its personnel. This indudes pastoral care, wellbeing advi, professional development, regular supervision and support, and adherenTr to best Health & Safety practi in the office and in the field. The Trust is in its 6° year as a registered National Living Wage Employer. Public Benefit We believe that the supports and seNices the Tnjst has develoFed over 18 years, is now a vital resource for local older and vulnerable people and a strong partner with allied health and social care professionals. Most of our 'no charge, services are volunteer led and provide opportunities for social engagement, lrfe enhancing activities, and support with practical matters. The 'not for profit. paid for services cover a range of low-level interventions and higher need regulated care activtiies for which local demand is high. The Trust is committed to equalty and diversity and welcome engagement wth people from different communities and minorities without reserve. whether as Servi users or as Evergreen personnel. Significant Activities The Trust maintains its 8 'no charge. ServIS with demand for most of these remaining high. We are in the process of reviewing our volunteer led services to ensure they continue to meet the needs of the communty we service. The launch of our Volunteer led Building Better Mental Wealth project was launched in November 2021 and is going from strength lo strength and has been extended to at least March 2023. All our Volunteer Led seNis are now all back up and running, with the exception of the Friendship Lunch Club as we learn to live with COVID in our communities which has affected demand for some servIs. The Volunteer ServIS are supported by a register of 174 volunteers. Our Befriending service has now been extended to offer a listening support. This listening support is now a welcomed addition to this setvice, not only to aid the Member through particular personal or family crisis, wrth a view to Befriending once the crisis has been dealt with. Our Wellbeing Warden service continues to assist individuals wtth their medication and nutrition and hydration and now also provides some personal care alongside those other services. Our paid for services. both Home Support and Wellbeing Service have assisted and cared for over 120 persons on a regular basis in the last financial year. Evergreen's Assisted Living provision continues to be of value to the local Community 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. Partnership Activity Friendship Lunch Club Evergreen is in consultation with South Kesteven District Council on the potential re visiting ofthe Friendship Lunch Clubs which operated out of the former sheltered housing accommodation sites in Stamford, utilising their kitchens and dining facilities to provide social engagement with nutrrtious meals and informal health assessment. These talks are ongoing. Page17 Chartty Registration Number 1158271
EVERGREEN CARE TRUST Friendship Tea Following on from the previous partnership with Bam Hill Methodist Church, Dementia Support South Lincs and Evergreen to provide a monthly 'Dementia Café. the service was relaunched by Evergreen as the Friendship Tea and held monthly in the Stamford Free Church. The attendees have more than quadrupled! This gathering is considered a great local resource and offers fun, friendship and respite for carers of loved ones living with dementia. This is a volunteer led service and attracts volunteers who appreciate the difference this gathering makes for those living with dementia. Research As a Trust we are pleased to announ that wejoined the Research, Leaming & Excellence ComrDunity (RELEC) of Home Care providers funded by the NIHR Clinical Research NeOrk East Midlands and the University of Lincoln School of Health & Social Care in July 2021_ Furtherto this we were the first Home Care Providerto sign up to 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 with 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, nurturing a culture of research, leaming and exllenCe thin our organisation. Our Founding Trustee Louise Marsh continues her Health & Social Care Research leam role at the Universty of Lincoln and is furthering efforts to establish eviden based best practice moving away from time and task Servi delivery to self-managing teams focusing on whole pers0n-ntred care delivery and team practice. Financial Review The Evergreen Care Trust is a faith-based organisation and the funding of the ongoing free of charge services provided by the Evergreen Care Trust is primarily from public donations, although during the year money was also raised from fund raising events, mainly the successful Evergreen Christmas Cracker. These funds along with the contribLrtion from the paid for services help to cover the administrative costs of the Trust. including general running costs and salaries of administrative staff. In 2022123 the Trust had an income of £357.296 (£408,393 in 21122) including donations and grants of £102,831_ Expendrture in the yearwas £360,473 (£364,008 in 21122) giving rise to a deficit of £3.141 {surplus of £44,385 in 21122)_ The year on year reduction in income was due to the decline in the Home Support Servi pending the outcome of the servi Review reported above as well as a lower level of donations. The lower relative reduction in wsts was due to increases in pay and the Costs of the new Fnends Together project (previously BBMW). The detailed resutts for the year and financial position of the charily are shown in the financial statements. At the 31 March 2023 the charity had total reserves of £124,381, of which £22,387 was restricted. These reserves were equsvalent to just under 4 months of the planned expenditure over the coming year. The Trustees regularfy monrtored the Ve1 of reserves Page18 Charity Registration Number 1158271
EVERGREEN CARE TRUST and aim to at least retain 3 months expenditure as a reasonable balance between the need to resource current expendtture and the need for longer term sustainability. Future Plans After a year of consolidation following on from the Covid Pandemic the Trust has in the current year been carrying out a consuliation with stakeholders to review the need and effectiveness of all the current services both paid for and voluntary. The aim is to develop plans to ensure the ServIS continue to meet the needs of the local community and identify additional needs that may require new seNices. The aim is to make any identified changes in time for the next financial year in April 2023. This will result in a year of investment as the Trust sows seeds of fatth by adding new members of staff on both the Paid For and Volunteer led side to provide the necessary resource required to provide the servIs, highlighted as neSSary through the service review, to the standard to which the Trust demands. Acknowledgement The Evergreen Care Trust acknovAedges the enormous public support and generosity of individuals, churches, community groups and local businesses. Wtlhout this support and that of our amazing volunteers and employees. so much of what Evergreen does in providing meaningful support and care for local people would not be achieved. To all our supporters we say thank you. Signed on behalf of Trustees Louise Deborah Marsh Founder & Trustee 29 January 2024 Page 19 Charity Registration Number 1158271
EVERGREEN CARE TRUST INDEPENDENT EXAMINER'S REPORT TO THE TRUSTEES OF EVERGREEN CARE TRUST I report on the accounts for the year ended 31 March 2023 set out on pages 10 to 18. Respective responsibilities of trustees and examiner The charity's trustees are responsible for the preparation of the accounts. The charity's trustees consider that an audit is not required for this year (under Section 14412) of the Charities Act 2011 (the 2011 Act)) and that an independent examination is required. Having satisfied myseff 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 Section 145 ofthe 2011 Act to follow the procedures laid down in the General Directions given by the Charity Commission (under Section 14515)Ibl of the 2011 Actl- and to state whether particular matters have come to my attention. Basis of the independent examiner's report My examination was carried out in accordan wth the General Directions given by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts and seeking explanations from you as trustees conceming any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and cor)sequently 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 Ihe statements below. Independent examiner's statement In connection wilh my examination. no matter has come to my attention- which gives me reasonable cause to believe that. in any material respect, the requirements to keep accounting records in accordan with Section 386 and 387 of the Companies Act 2006 ', and to prepare accounts which accord with the accour)ting records, comply with the accounling requirements of Sections 394 and 395 of the Companies Act 2006 arid with the methods and principles of the Statement of Recomrnended Practice: Accounting and Reporting by Charities have not been mel- or to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Jan Simmorsds ACMA CGMA January 2024 Page | 10 Charity Registration Number 1158271
EVERGREEN CARE TRUST STATEMENT OF FINANCL4L AcTIVlEs FOR YEAR ENDED 31 MARCH 2023 ¥èStrkted Ro8trtdÈd Funds Funds Total 2023 Tolal 2022 Income ond Endowmentslrom: tkjnatians & LaCleS Charitable acliNilies Trading actilities IntMentS 79.611 243,649 10,615 Ta.220 102.831 243.649 10.615 127.5S) 269.282 11,555 Tolal incoming JrS 334.077 23.220 357.296 408.wJ Expendliurtr Raisirg fvnds charitab actt¥itses 3.278 36D,731 11152 ,0 Tolal resjurcesexpended 347.285 13,152 360.437 364.CQB NÈt incomellexppnditiurel (13.2091 10.068 13.1411 Fund balances broughtforward 115,XJ3 11319 127.5T2 83.137 TrarEfBrs fijnds 13 Fund balances carrled forard 101.994 21387 124.391 127.522 There a rK) recowispd gains aTrJ k6ses Lthrthan lI¥j throLwJh ts SthtÈnnt offinla1 xti¥iknes. All tIleS deri from crffitiroJirKJ OFratx)ts. IIHpwwe m lNib88 TÈsuknrvJ Ethrnenl Funds Page | 11 Charity Registration Number 1158271
EVERGREEN CARE TRUST BALANCE SHEET AT 31 MARCH 2023 22 Total bJr¥Js Restlte Ttxal Flxed a88Èts Taroiye Assets 10 fA)1 fJ)1 315 Current ats Debtors Cash al bank arnl In 11 24,794 145,693 1115.537 131.329 Total tur asset5 132.046 157.838 170.488 cdItor% amountsfalling due wlthin one year 12 43,281 Net ¢urrenta¥ets 101.393 123,rn 127,207 Totsl as&8ts188scurrent Ilabllllles 101. 387 124.381 127.522 Net awts 101.YJ4 21387 124.381 127.522 FUNDS Restricted fijj5 13 22.387 12.319 Unrestricted ftjnds.. Deslgnttt fuThts OItrEr charitaile fiJts 5.mD 110.203 TOTAL FUNDS 124,381 127,522 The finar1 ements ¥re by Tntstees 29 jU*Y 24 arwj $vJwJ tIrlhaWty.' Ctrek Risk Twst Page | 12 Charity Registration Number 1158271
EVERGREEN CARE TRUST CASH FLOW STATEMENT FOR YEAR ENDED 31 MARCH 2023 23 2022 Operating rpluS11defiCIl 13.3431 44,378 Reconciliation to cash frtyn (4)wab"ng tIleS Depreciati of tangible assets Decrease in stcck Decrease l (Increase) in debtors Itkcreasel I Increase in crejitus 347 11.7151 19.2231 {618) Cath generated from operating aclivities (13,9341 49,198 Cath generateql from ffinancing aclivities Interest recei%Rd 21r2 Cadfflow from Investtng a¢llvitie$ Paylnents lo qUIre langit4e assets 16321 Net Increa¥e In ca 114.364) 49,205 Cash at bank arml in haThJ at bg3iMiThJ of year 145,693 Cash at bank and in Ind atend of year 131,329 145.693 Consisting ofr Cash at bar& and in ha1 131.329 145,693 131,329 145.693 Page | 13 Charity Registrdtion Number 1158271
EVERGREEN CARE TRUST NOTES TO THE ACCOUNTS FOR YEAR ENDED 31 MARCH 2023 ACCOUNTING POLICIES Accounting convention These &counls ha been prepared under the historic cosl connlion and the TFUStes ha adopted the prth4sions for charities of tIE FRS102 Statement of Recc4nmeTrged Practice (SORPI effecti%e for reFN)rtirg ?(J$ starting 8fter 1 kntwy 2016. IDc¢xning reurCeS All incoming resources are incled in Stwnenl of Fin8n¢i Aclililies vknen the charity is legally entit1j lo the ircome the am(xJnt can quanttfied with accuracy. Amounts t receed are IrlL#e in Traje Debtixs. Tax 1m$ are IrKI VA c8sh is fr(Hn HMRC. Reg)urces exptndèd Expenditure Is account kn on basis ¥vJ has ten classsfied under headIS th aggregaté 811 cost related to the category. Where costs cannot te dirtlY attributed to particular headings they hale been 811o¢aled lo tIm11eS w 8 basis consistenl with the use of re$Jrce$. Tangible fixed asts Depre¢iation is W014ded at the tdlcirvJ rates in der to vnite cdl each asset its estimated usefijl li. All equiFment, ffixtur8s & fittiThJs 21Y% cost Taxation The ¢harrty is expt trom cwation tax cffi ris thailatle xtiAÈies. Fund accounting Unrestricted funds can used in 8ccor(Iare with cl[table (tiect at ¢scretion of the IFuslees. ReslTiCted fijnds can cmty be used kn palicul restricte(I PWM)ses wrthin the 04.ects of the chat7ty. Restrictions arise vthen $[¢1fied by knds are raised ts particular restricted purposes. The purpose ofeh restrict1 fimd is IlKI in the rxrtes to Ilp ffirwicial slaternents Independent examination fee The cost of the Indeptt examination included in tse *counts is nil. Page114 Charity Registration Number 1158271
EVERGREEN CARE TRUST NOTES TOTHE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2023 continued Grnnts, Donations & Legacies Total 2023 Totsl 2022 UrFrestricted 71,023 79,391 13.662 19,869 112,922 Lwies Gift Aid RefiJThJed Total 8,589 79.611 Restricted tion Control Grant Frients Together Chapiiancy TrainirwJ 10. 12.255 2.634 14.628 Income from Charitable Activities Totsl 2023 Total 2022 UreStricted Fkmie Suppjt WellbeirwJ OtF T¢Xal 166,583 77,( 191,450 77.492 340 269,282 243,649 Restrictej None Income from Fund Raising Tolal 2023 Tolal 2022 UrHestriCtj 10,615 11.555 Investment income Totsl 2023 Total 2022 Bank intet rec?d Page115 Charsty Registration Number 1158271
EVERGREEN CARE TRUST NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2023 (continued Expenditure on Fund Raising Tolal 2023 Totsl 2022 Un-restricted Publicity (Xher FurKlraising 1,181 2,097 3,278 Expenditure on Charitable Aclivities Totsl 2023 Totsl 2022 Un-restricted actiiities Home Supixy1 WellBeing Voluntr Sw%ices Administration Wages Oiher suptmyt costs Total 148.313 40.1( 16.221 52.311 89,975 346.925 155,844 39,451 17,099 47,554 91,067 351.015 Reslricled Infecti(m Contn GGF Meals Friends Together Total 3.1 2.634 3.376 3,705 9,716 9.491 13.152 Trustees and Key Management Personnel remuneration and expenses No trustee reCeId remunerati or ¢laimeJ expemses tjr their wotk as a InjSt P022: £Nill. Due lo staff changes there We three key management employ during the yearwho reCeId remuneration. pension contributiorts ottrw benefjls in the ranges £5,(KJ) to £15.(oI2) and £15.0(K> lo £2S,l {1}, all part year. 121Y22: One key managemenl emptoyee in rarvJe £35,IXKJ to £45.¢JYJ) Staff Costs and Numbers 2023 2022 Wages and salaries Social security costs Pension costs Total Staff ct$ 275,410 6.748 3.7 285.76S 283,2 6,934 3.552 293,692 The rage mixrthly number of employees during the year was as follows". 2023 25 2022 29 No employ recei1 emduments in excess of £.() w annum. Page | 16 Charity Registration Number 1158271
EVERGREEN CARE TRUST NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2023 continued) 10 Tangible Fixed Assets Computer Equipment Angels Equipment Equipment Totsl Cost At 1 April 22 Additions 3.926 10.976 632 2,328 17.230 632 At 31 March 2023 3,926 11.609 2,328 17.862 Depreciation At 1 April 2022 Gharge for the year Disposals and adjustments 3.611 315 10.976 2.328 16.915 347 At 31 March 2023 3.926 11.tXJ8 2,328 17.262 t Book Valu¢ At 31 March 2023 601 At 31 Mar¢h 2022 315 315 11 Debtors 2023 2022 Trade Debtor5 Coiid 19 Shopping Cash 26.509 24.713 81 26,509 24,794 12 CreditOTS: amounts falling due within one year 2023 2022 Accruals Income in AdKence Other Creditors 2,789 10,965 32.216 34,058 35,124 45,970 Page117 Charity Registration Number 1158271
EVERGREEN CARE TRUST NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2023 (continued) 13 Movement in Funds Opening Balance at1.&22 txnir Reg)urees Trdnsfer¥ expended bètween nds Clodng Balance at 31.123 YeUre¢S UnreScted fijnds Geral fijnd 115,3)3 347,285 101,934 Rerfcd funds Cli Dixon R&%yte Infection C(x)tr(A Friends Towtr ChaaIn¢Y TratNThJ 3,951 3,951 10. 112S5 3.e61 9,491 79 12.319 13.152 TOTAL FUNDS 127.522 J.437 124,381 14 Purposes of Restricted Funds Cllve Dlxon Resplte Fund Pmide5 treat5. trips re5Pte tsthr6e frxvtkyn tIE5e t$ wcdd te prohItilE Infection Control Grant Grant to SUFVXt Ink¢t cortr(A tra"riTh3 costs FndS Togethèr Ipre¥lfAtsly BBAIW) Grdnt to SUFVJt Iwce sessiS to irnFffjO memb5 menial wpllLEirvJ Chaplaincy Trnining Gt to 5UPWt expe$ ti>rirg ¢se UK Developments InrtialiKe to E*ryrew) in th ccxnmunth.es 15 Related party disclosures Thwe are m relat&J parties. Page | 18 Charity Registration Number 1158271