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: Offi￿evergreenWe.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.
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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 ne￿Ork 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 ex￿lIent working and pay conditions for employees and showing
appreciation to our volunteers along with support and training.
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EVERGREEN CARE TRUST
Strategies Employed to Achieve Objectives
1. As lock down prO￿dureS 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 redU￿d 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 ServI￿S
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 Se￿1￿ 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 re￿iVed 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 prO￿dureS 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 pr0￿dUreS_ 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 Ne￿Ork
East Midlands & University of Lincoln's School of H&SC's RELEC ne￿Ork 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.
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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
be￿een 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 ServI￿S 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 ServI￿S 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
per￿ntage 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
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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 ne￿OrkIng 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 servI￿s, 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 Unne￿SSary 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.
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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. ServI￿S 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 seNi￿s 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 servI￿s. The Volunteer ServI￿S 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.
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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
Ne￿Ork 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 ex￿llenCe
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 ServI￿S 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 servI￿s, highlighted as ne￿SSary 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
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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 AcTIV￿lEs
FOR YEAR ENDED 31 MARCH 2023
¥èStrkted Ro8trtdÈd
Funds
Funds
Total
2023
Tolal
2022
Income ond Endowmentslrom:
tkjnatians & L￿aCleS
Charitable acliNilies
Trading actilities
In￿tMentS
79.611
243,649
10,615
Ta.220 102.831
243.649
10.615
127.5S)
269.282
11,555
Tolal incoming ￿￿J￿r￿S
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 for*ard
101.994
21387
124.391
127.522
There a￿ rK) recowispd gains aTrJ k6ses Lthrthan ￿lI¥j throLwJh ts SthtÈn￿nt offin￿la1 xti¥iknes.
All ￿tI￿leS deri* from crffitiroJirKJ OF*ratx)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
Restl￿te
Ttxal
Flxed a88Èts
Taroiye Assets
10
fA)1
fJ)1
315
Current a*ts
Debtors
Cash al bank arnl In
11
24,794
145,693
1115.537
131.329
Total tur￿ asset5
132.046
157.838
170.488
c￿dItor% 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 fij￿j5
13
22.387
12.319
Unrestricted ftjnds..
Deslgnttt￿ fuThts
OItrEr charitaile fiJ￿ts
5.mD
110.203
TOTAL FUNDS
124,381
127,522
The finar￿1
ements ¥*re by Tntstees ￿ 29 j￿U*Y ￿24 arwj $vJwJ t￿Irl￿haWty.'
Ctrek Risk
Twst
Page | 12
Charity Registration Number 1158271

EVERGREEN CARE TRUST
CASH FLOW STATEMENT
FOR YEAR ENDED 31 MARCH 2023
23
2022
Operating ￿rpluS11defiCI￿l
13.3431
44,378
Reconciliation to cash frtyn (4)wab"ng ￿tI￿leS
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 I￿nd atend of year
131,329
145.693
Consisting ofr
Cash at bar& and in ha￿1
131.329
145,693
131,329
145.693
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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 con*nlion 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 re￿urCeS
All incoming resources are incl￿ed in St*wnenl of Fin8n¢i* Aclililies vknen the charity is legally
entit1￿j lo the ircome the am(xJnt can ￿ quanttfied with accuracy. Amounts ￿t
rece￿ed are Ir￿lL#￿e￿ in Traje Debtixs. Tax ￿1￿m$ are IrKI￿ VA￿ c8sh is fr(Hn HMRC.
Reg)urces exptndèd
Expenditure Is account￿ kn on basis ¥vJ has t*en classsfied under headI￿S th*
aggregaté 811 cost related to the category. Where costs cannot te dir￿tlY attributed to particular
headings they hale been 811o¢aled lo ￿tIm11eS w 8 basis consistenl with the use of re$￿Jrce$.
Tangible fixed as*ts
Depre¢iation is W014ded at the tdlc**irvJ rates in ￿der to vnite cdl each asset its estimated
usefijl li*.
All equiF*ment, ffixtur8s & fittiThJs
21Y% ￿ cost
Taxation
The ¢harrty is ex￿pt trom cwation tax cffi ris thailatle xti*AÈies.
Fund accounting
Unrestricted funds can used in 8ccor(Iar￿e with c￿l[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 ofe*h restrict￿1 fimd is IlKI￿ in the rxrtes to Ilp ffirwicial slaternents
Independent examination fee
The cost of the Indep￿￿tt examination included in t￿se *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
U￿reStricted
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
UrHestriCt￿j
10,615
11.555
Investment income
Totsl
2023
Total
2022
Bank inte￿t 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
Volunt￿r 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 reCeI￿d 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 reCeI￿d
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 c￿t$
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￿ recei￿1 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
Ye￿Ure¢S
Unre*Scted fijnds
G￿eral fijnd
115,3)3
347,285
101,934
Re*rfc*d funds
Cli* Dixon R&%yte
Infection C(x)tr(A
Friends Towtr
Cha￿aIn¢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 frxv*tkyn tIE5e ￿t$ wc*dd te prohI￿tilE
Infection Control Grant
Grant to SUFVXt Ink¢t￿ cortr(A tra"riTh3 costs
F￿*ndS Togethèr Ipre¥lfAtsly BBAIW)
Grdnt to SUFVJt Iwce sessi￿S to irnFffjO* memb￿5 menial wpllLEirvJ
Chaplaincy Trnining
G￿t to 5UPWt exp￿￿e$ 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