care trust EVERGREEN CARE TRUST (A Charitable Incorporated Organisation) REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDING 31 MARCH 2024 Charity Registration No. 1158271 v•MY.evergreencAre.org.uk email: office@evergreencare.org.uk telepho. 01780 765)
EVERGREEN CARE TRUST CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDING 31 MARCH 2024 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 2024 The Trustees of the Charity present their report wtth the financial statements for the year ended 31 March 2024. The Trustees have adopted the provisions for charities of the FRS 102 Statement of Recommended Practi (SORP) effective for reporting periods starting after 1 January 2016. REFERENCE AND ADMINISTRATIVE DETAILS All Corresponden should be addressed to the charity's principal address.. The Evergreen Care Trust Shyp House 1 Barnack Road Stamford Lincolnshire PE9 2NA TRUSTEES Nicholas Adams Chair Catherine Sarah Fitt (Until 28 February 2024) Louise Deborah Marsh Founder Paul Herniman Derek Michael Risk Jo Peck Fr Neil Shaw (Appointed 28 April 2024) Roland Higgins (Appointed 28 April 2024) Charity Patron: Mrs Miranda Rock of Burghley Mission. Values & Objectives The Evergreen Care Trust is an established and trusted charty founded in 2005 to promote healthy ageing, honour old age and find meaningfvl ways to support older and vulnerable adults through advocacy, friendship, and practical support. The Trust was incorporated as a Charitable Incorporated Organisation on 1st Dernber 2014 and is governed by a constitution. New Trustees are selected and appointed by present rnembers of the Trustee Board. The recruitment of Evergreen personnel both volunteers and employees is based on our values, sharing the same commttment and intention in supporting, training, equipping and caring for them as shown our member (service user) group. Page12 Charity Registration Number 1158271
EVERGREEN CARE TRUST Mission: To promote healthy ageing and positive attitudes towards older people., seeking relevant ways to honour old age and if needed, to senie 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. We aspire to exercise the principles of truth, justice, and equity in all we do. We seek to nurture a care culture of serving throughout the organisation and into the wider community. We place great emphasis on development, equipping, and supporting all members of the Evergreen team. We highly esteem unity, collaboration and working together to make a differen. We aspire to excellence without excess. Justice Service Training Partnershlp Quality Generosity We seek to demonstrate this, through grant giving, sharing. resources, knowledge, and experience with partner colleagues. We aspire to practice sound management of all funds and resources received. Stewardship 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 network and consortium, and partnerships with local businesses, schools, colleges, churches, community groups and allied agencies. 3. To continue to monitor the demographic of the local community to ensure the Charity continues to provide the correct resour which matches the needs of the communities that we serve. 4. To aspire for excellence in all we do and provide. 5. To recruit and retain self-motivated and dedicated Evergreen personnel engaged in the governance, administration, and delivery of our care provision, offering excellent working and pay conditions for employees and showing appreciation to our volunteers along with support and training. Public Benefit The Trustees confirm that they have paid due regard to the Charty Commission guidance on public benefit in deciding on which activities the charity decides to undertake. They believe that the services the Trust has developed over 19 years, are now a vital resource for local Page13 Charity Registration Number 1158271
EVERGREEN CARE TRUST older and vulnerable people and a strong partner wÈth allied health and social care professionals. Most of the 'no charge, seNices are volunteer led and provide opportunities for social engagement, life enhancing activities, and support with practical matters. The 'not for profrt, paid for services cover a range of low-level interventions giving domestic support and companionship activities for which local demand is high. The Trust is committed to equality and diversity and welcome engagement with people from different communities and minorities without reserve, whether as service users or as Evergreen personnel. Services to the Local Community Evergreen provides a wide range of services to support the elderly in Stamford, Bourne and The Deepings with Gurrently 8 free of charge activities as well as the paid for servi providing housekeeping, nutrition and hydration and companionship support in memberfs homes to help maintain their Independen for as long as possible. The free of charge services are largely resourced and lead by volunteer staff but are managed by two part-tirne paid staff. The paid for service is wholly resOUrd by paid staff. The volunteer resourced services are: Befriending This is our longest running volunteer service and has high demand and aims to match trained volunteer befrienders with befriendees. This service provides regular companionship in the home on a weekly basis, by mLrtual agreement, dependent on the needs of the befriendee. Activities may include things like a cuppa and conversation, accompaniment for shopping trips, medical appointments or just sharing hobbies and shared interests. This project is aimed at reducing loneliness and social isolation. During the year this provided an estimated 5,000 hours of companionship time to 50+ members. With some help from grants, we are gradually growing this service, but it is also dependent on finding additional volunteers and at the year-end there were still some 51 members in the local community on the waiting list. Social Engagement These are group activities to build friendships and redu isolation amongst older people in the community and mainly centres around the Friends Together Group which meets for two hours on Mondays and Thursday at the Stamford Free Church and provides activities and refreshments for those who attend. The activities include music & singing, chair exercises, table games, bingo & craftwork. There are up to 25 regular attendees from the local area including from Care Homes. In 2023 this has been supported by funding from the Alan Boswell Group Charitable Trust but for 2024 will be mainly funded from Evergreen reserves. Evergreen also works in partnership with the Birch Tree Café to hold a monthly Friendship Lunch. This is an inter-generational event where attendees enjoy lunch, cards or games and a chat. It also gives an opportunity for the young adults at the Birch Tree Café with Down's Syndrome to prepare the food, set up the table and serve. They are also able to talk with Gustomers which builds their confidence and interpersonal skills. Evergreen volunteers often provide lifts and support to enable socially isolated older people to attend this group. There has also been a monthly Friendship Tea at the Stamford Free Church for people living with dementia. These events have offered friendship and respite for carers and their loved ones living with dementia. In 2024 we hope to develop a more comprehensive offering of regular events in collaboration with a local care provider. Page 14 Charity Registration Number 1158271
EVERGREEN CARE TRUST Advocacy This service can help with sometimes confusing modern day processes including accessing information, completing forms for benefits and blue badges, dealing with utilities and banks, as well as advice on scams. The team of 12 volunteers have helped some 120 members over the past year. Chaplaincy and Listening This service is for those with faith, no faith or for signposting to other faiths. It provides a friendly 'non-judgemental listening ear, for difficult times in older people's lives. Evergreen has a small team of trained and experienced volunteers to provide this service. During the year some 200 hours of support was provided. Community Support This is an on-request service mainly to provide transport to and from medical appointments for olderlless mobile members of the community. The seNice also deals with requests for assistance with other one-off tasks around the home but does rely on being able to match with an Evergreen volunteer able to provide the servi. Usually between 3 to 5 requests for help are reiVed every week. Hand & Nail Care This previously very popular Servi was re-started in 2023 currently focussed on residents of local care homes and resourced by a small group of Evergreen volunteers. It is a great way to boost wellbeing with dedicated time, 1 to 1 conversation, as well as a hand massage and nail polish. This could be expanded more widely as additional trained volunteers become available. Over the past 12 months our volunteers have made 50 visits to I0 care homes and provided over 300 treatments to residents. Second Helpings Evergreen Lunch Support (SHELS) This no charge service previously known as the Soup Service was restarted again in 2023, after an absence of several years, and provides for the delivery of hot meals to the homes of members in Stamford and Ryhall. This service is now a collaboration with Second Helpings who prepare the food to be delivered by Evergreen volunteers, with the food costs shared between the two charities. This Servi has started at a low level and currently only operates on one day per week with the number of meals delivered at 23 but gradually increasing as new referrals are received. The service is aimed at those in greatest need for example people who are housebound, socially isolated. vulnerable, in the downward spiral of self-neglect, are bereaved, or recuperating from surgery or illness. Those who would most benefit from a nutritious meal and seeing a regular friendly face. De-cluttering Service and Clean Team This is a service available in emergencies to support older members of the community to restore their home environment to a safe condition when there has been hoarding and a lack of routine domestic cleaning. It is not meant to replace the obligations of the statutory authorities who are always kept informed. Use of this service is usually conditional on the individual arranging ongoing support with Home Support cleaning paid for by themselves. Page15 Charity Registration Number 1158271
EVERGREEN CARE TRUST The not-for-profit paid for services are: Home Support This paid for servi, which has been running Sin the start of the charity, provides a range of supports tailored to individual requirements, including companionship, support with meal preparation, help with cleaning, domestic chores like laundry and ironing, and help with shopping. It also offers regular or by arrangement 'pop in visits, ensuring all is well, especially when loved ones are away on holiday. Support can also include escorting to appointments. trips out, special events, or leisure activities. Wellbeing Warden In addition to the Home Support Servi the Wellbeing carers can assist with medications and ensuring adequate nutrÈtion and hydration. This team has had additional training in speciality areas like mediGation management, dementia, frailty and common ailments in older age. De Regulation of Wellbeing Warden Service The Board made the decision to de regulate with the Care Quality Commission as we were unable to recruit sufficient care staff willing to provide personal care and work the 7 day roster beeen 8am and 6pm. This meant that our aspirations to provide a safe and quality service were compromised. This decision was made in November 2023 in discussion with the Wellbeing team. The staff worked hard to ensure that existing members who needed to transfer to alternative provision, were well supported during this process. Evergreen negotiated with two Personal Care providers and a small team of Personal Assistants to ensure continuity of care. Families and members were assisted with moving to these agencies and providers successfully. In January 2024 Evergreen aSed to be regulated and the small number of members requiring ongoing personal care, safely embedded with new providers. In the last year the Home Support and Wellbeing services have had over 100 users receiving over 12,000 hours of support. Assisted Llvlng Provision Evergreen's Assisted Living Provision continues to be of value to the local community in that Evergreen will supply and fit only Police approved Supra 500 Key safes, supply and manage Medication safes, and arrange installation of the Evergreen Lifeline 24 Telecare service. Benefits Generated by our Services In total, over the year and across all the servIs, the charity used 100 volunteers and 26 paid staff to deliver over 20,000 hours of support to 300 people, their families, and carers in the local communtties in Stamford, Deeping and Bourne. The majority of these reiVed support through our volunteer resOUrd no charge services. Success continues to be measured through feedback from Servi users, family, and carers as well as volunteers and staff through regular reviews. evaluation fornis and notifications, Page | 6 Charity Registration Number 1158271
EVERGREEN CARE TRUST letters and cards. Evergreen has an established reputation 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 benefit of local people. The Trust remains an active contributor to Neighbourhood Working representing the Third sector. There is also a members committee, including representatives of both the paid for and volunteer services, which meets regularly to provide feedback on the ongoing services and also for consultation on any planned changes. Evergreen has previously won local business awards and in 2023 was runner up for Best Social Enterprise in the Stamford Mercury awards. Safeguarding and Best Practice All staff have a current DBS certificate and receive appropriate training for their roles whether volunteers or paid for service staff. Front line staff delivering paid for care are provided with PPE and are required to complete a portfolio of Mandatory training with Care Skills Academy online training courses and there are also monthly group training sessions dealing with topical issues and best practice. Front-line care staff also have access to experienced Supervisors to deal with any urgent problems that may arise, the Supervisors also monitor the work of the carers with occasional visits to member's homes. All new members receive an assessment of their care needs, a risk review and a care plan agreed before the service commences. Evergreen remains committed to the support and valuing of its personnel. This includes pastoral care, wellbeing advice, professional development, regular supervision and support, and adherence to best Health & Safety practice in the office and in the field, Fundraising Raising the funds to cover the increasing costs of delivering the volunteer services and the subsidy for the paid for services is a constant challenge. Currently most of our donations come from the regular supporters be they individuals who are Friends of Evergreen and donate generously every month or the individuals, churches, local Trusts and other local organisation that donate generously every year. In the coming year the aim is to give greater recognition to our regular supporters with some special events and also using the website and social media to broaden the base of supporters. There are also individuals and local groups that from time to time organise events that raise funds for the Trust. Evergreen also has the very popular annual Christmas Cracker event which has draws for prizes for each day during advent. The excellent prizes are very generously donated by local businesses. Evergreen also participates in local festivals and events further raising awareness of the charity. As opportunities arise the Trust also bids for grants to extend or improve the services provided and in the past year grants have been received to support the twice weekly Friends Together events and to extend the Befriending seriice in Boume. Partnership Activity The Trustees also recognise the synergy of collaborating with partners to maximise the benefits of the services provided for the Stamford, Bourne and Deepings communities. The Page17 Charity Registration Number 1158271
EVERGREEN CARE TRUST Trust already partners with Stamford Endowed Schools who arrange an annual tea party for Evergreen members supported by Evergreen volunteers and also donate funds raised by their students. Other partners are Second Helpings who prepare the meals for the recently reintroduced lunch delivery service and Birch Tree Café for the monthly Friendship lunches. Evergreen is keen to extend its partnerships with the local churches, other locAI charities and business organisations including other local care providers. This would be done in a transparent way with agreed Memorandum of Understandings defining the responsibilities of each party. Research As a Trust we were pleased to announce that we joined the Research, Learning & Excellence Community (RELEC) of Home Care providers funded by the NIHR Clinical Research Network East Midlands and the Universty of Lincoln School of Health & Social Care in July 2021. Further to this we were the first Home Care Provider to 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. Evergreen continues to maintain this membership of the RELEC network for Home Care providers. The team have undertaken surveys and working parties and acted 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 practi vital in maintaining standards and demonstrating innovative, creative person-centred best practice 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, learning and excellen within our organisation. Our Founding Trustee Louise Marsh continues her Health & Social Care Research team role at the University of Lincoln and is furthering efforts to establish evidence based best practice moving away from time and task service delivery to self-managing teams focusing on whole person-centred 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 sucSsful Evergreen Christmas Cracker. These fvnds along with the contribution from the paid for seNices help to cover the administrative costs of the Trust, including general running costs and salaries of administrative staff. All Evergreen income and reserves are used to provide services and support that benefit older and vulnerable members in the district it serves- Stamford, Boume, Deepings and surrounding villages. Evergreen utilises the principle of tithing up to 100/0 of its inGome to support its subsidised paid for services, provide support to individual members experiencing financial hardship and to fund the development of new or improved care ServIS for older andlor vulnerable people. These tithed, designated funds would in future be shown as a The Clive Dixon Hardship and Development Fund. Page | 8 Chartty Registration Number 1158271
EVERGREEN CARE TRUST In 2023124 the Trust had an income of £395,066 (£357,296 in 22123) including donations and grants of £79,874. Expenditure in the year was £440,673 (£360,437 in 22123) giving rise to a deficit of £45,607 (£3,141 deficit in 22123). The year-on-year increase in income was due to growth in the paid for services in the early part of the year partly offset by a lower level of donations. The increase in service delivery costs was mainly due to improved pay for our front-line carers and additional management resources to improve and grow our range of 'no charge, services. The detailed results for the year and financial position of the charity are shown in the financial statements. At the 31 March 2024 the charity had total reserves of £78,774, of which £12,316 was. restricted. These reserves were equivalent to just under 3 months of the planned expenditure over the coming year. The Trustees regularly monitored the level of reserves and aim to retain 3 months expenditure as a reasonable balance between the need to resource current expenditure and the need for longer te sustainability. At the year-end the charity changed its accounting system to a more cost-effective solution and the Financial Procedures policy was updated and approved by the Trustees. Future Developments Recognising that the changing economic and social environment provides particular challenges to the elderly and vulnerable members of the community the ongoing aim of the Trust is to ensure the services continue to help support their needs and identify additional needs that may require changes to existing services or new services. In the coming year the Trust aims to review the benefits of a digital platform to record and manage the paid for services more efficiently and improve the availability of information and improve communications between and to members, Evergreen carers, their supervisors and managers. The Trust is also conscious of the gr0h of independent Personal Assistants providing care services. In the absence of regulation the Trust recognises the need to provide advice and signpost older people, and their families, with seeking care services to reliable, trained and empathic independent providers of care services. Acknowledgement The Evergreen Care Trust acknowledges the enormous public support and generosity of individuals, churches, community groups and local businesses. Without 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 July 2024 Page | 9 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 2024 set out on pages 11 to 19. 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 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 Section 145 of the 2011 Act to follow the prOdureS laid down in the General Directions given by the Charity Commission (under Section 145(5)(b) of the 2011 Act); and to state whether particular matters have come to my attention. Basis of the Independent examiner's report My examination was carried out in accordance wrth 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 Conrning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently 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 the statements below. Independent examiner's statement In connection with 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 accordance with Section 386 and 387 of the Companies Act 2006" and to prepare accounts which accord with the accounting records, comply with the accounting requirements of Sections 394 and 395 of the Companies Act 2006 and with the methods and principles of the Statement of Recommended Practice: Accounting and Reporting by Charities have not been met; or to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. (1) Jan Simmonds ACMA CGMA (retired) July 2024 Page 110 Chartty Registration Number 1158271
EVERGREEN CARE TRUST STATEMENT OF FINANCIAL ACTIVITIES FOR YEAR ENDED 31 MARCH 2024 Unrestrictsd Re*rlcted Funds Funds Total 2024 Totsl 2023 Nots Income and Endowments from". Donations & Legacies Chanlable actimlies Trading actlmties Invèstments 79.874 308.782 5.652 758 79,874 308,782 5.652 758 102,831 243,648 10,615 202 Total Incomlng resourcè8 395.C66 395,Ce6 357,2 Expendlture on: Raising fvnds Chantable actimties 415 430,187 415 440,258 360 360.077 10.071 Total re80urces expended 430.602 10.071 440,673 360.437 Net expendlture {35.5361 (10,0711 {45.607) 13,1411 Fund balances brought forward 101,994 22,387 124,381 127,522 Tpnsfers ben ndS 13 Fund balances carrled forward 12.316 78.774 124.381 There are no recognised gains and l¢)sses other than those passing through the statement of financial actlmties. All actlmties deri from continuing operations. There no xtimties sulting from End¢)WTnent Funds. Page 111 Charity Registration Number 1158271
EVERGREEN CARE TRUST BALANCE SHEET AT 31 MARCH 2024 2024 Total nds 2023 Total funds Un-Restricted fund5 RÈstri¢led Sjnds Note5 Fixed assets Tangible Assets 10 474 474 601 Current assets Debtors Cash at bank and in hand 11 21,654 69,187 90.841 21.654 82,678 26,509 131.329 13,491 Total ¢urrent assets 13,491 104.332 1S7,838 Creditors amounts falling duo within one year 12 24.857 1,175 26,032 34,058 Net current assets 65.984 12,316 123,780 Totsl a•ets less current Ilabllltles 12.316 78,7T4 124,381 Ngt as*ts 66,458 12,316 78,774 124.381 FUNDS Restri¢ltrJ fvnds 13 12,318 22,387 Unrestricted fiJnds: Designated fvnds other ¢haritable ljnds 5,000 61,458 5,000 TOTAL FUNDS 78,774 124,381 The finan st ments were apprOd by the Trustees on 16 Jjty 2024 and sigrEd on their behalf by: Derek Ri Trustee Page | 12 Charity Registration Number 1158271
EVERGREEN CARE TRUST CASH FLOW STATEMENT FOR YEAR ENDED 31 MARCH 2024 2024 2023 Operdting deficit 146,365) (3,3431 Reconciliation to cash generated from operating actiiities Depreciation of tangible assets Decrease l (Increase) in debtors Decrease in creditors 126 4,855 {8,025) 347 11.7151 19,2231 Cash generated from operating acuvltles {49.409) 113,934) Ca8h generated from Ilnancing actlvlties Interest receiKed 758 202 Ca8hflow from Investlng actlvltles Payments to acquire tangible assets 1632} Net decrèa8e In cash (48,6511 114,364} Cash at bank and in hand at beginning of year 131.329 145,693 Cash at bank and In hand atend ofyear 82,678 131.329 COn$t[ng of: Cash at bank and in hand 82,678 131.329 82,678 131,329 Page113 Charity Registration Number 1158271
EVERGREEN CARE TRUST NOTES TO THE ACCOUNTS FOR YEAR ENDED 31 MARCH 2024 ACCOUNTING POLICIES Accounting convention These accounts ha been prepared under the historic cost conntIon and the Trustees ha adopted the pr014sions for charities of the FRS102 Slatement of Recommended Practice (SORP) effecti for reporting periods starting after 1 January 2016. Incoming resources All incoming resources are included in the Statement of Financial Actimties when the charity is legally entitled to the income and the amount can be quantified th reasonable accuracy. Amounts not receivad are included In Trade Debtors. Tax reclaims are included vthen cash is from HMRC. Resources expended Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular h8adings they ha%e been alloGated to actilities on a basis consistent wth the use of resources. Tangible fixed assets Depreciation is promded at the follthing annual rates in order to vrrite off each asset oKer its estlmated usefrjl life. All equipment, fjxtures & fittlngs 200/0 on cost Taxation The charity is exempt from corporation tax on its charitable actilthties. Fund accounting Unrestricted funds can be used in accordance with the charitable obje¢ti*s at the discretion of the trustees. Restricted fijnds can only be used for particular restricted PUTposes within the objects of the charity. Restri¢tions arise when SFecified by the donor or when fvnds are raised for particular restricted PUTposes. The purpose of each restricted fund is included in the notes to the financial statements Independent examination fee The cost of Ihe Independent examination included in these accounts is nil. Page114 Charity Registration Number 1158271
EVERGREEN CARE TRUST NOTES TOTHE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2024 (continued Grants. Donations & Legacies Tota I 2024 Total 2023 Un-restricted Grants Donations Gift Aid Refunded Total 4,182 64,553 11,139 79,874 71,023 8,588 79,611 Restricted Infection Control Grant FrierKJs Together 10,965 12,255 23,220 Income from Charitable Activities Totsl 2024 Tota I 2023 Un-restricted Home Support Wellbeing Other Total 189,178 116,614 2.990 308.782 166,582 77,066 243,648 Restricted None Income from Fund Raising Tota I 2024 Tota I 2023 Un-restricted 5,652 10,615 Investment income Total 2024 Tota I 2023 Bank interest receiled 758 202 Page | 15 Charity Registration Number 1158271
EVERGREEN CARE TRUST NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2024 continued Expenditure on Fund Raising Total 2024 Total 2023 Un-restricted Publicty Other Fundraising 20 340 360 325 415 Expenditure on Charitsble Activities Total 2024 Total 2023 Un-restricted a¢tilAties Home Support Wellbeing Volunteer Sermces Adminislration Wages Other support costs Total 183,048 62,130 36.854 56.518 91.637 430,187 148.313 40,105 16,221 52,311 89,975 346,925 Restricted Infection Control Friends Together Total 3,693 6,378 10,071 3,661 9,491 13,152 Trustees and Key Management Personnel remunerats'on and expenses No trustee reGeibed r8ffluneration or claimed expenses fr)r their work as a truslee (2023: £Nil). There were two key management employees during the year who receId MUneration. pension contribuution and other benefits in the range of £25,000 to £30,000. (2023.. Three key management employees, I0 in the range £5,000 to £15,000 and one in the rdnge £15,000 to £25,000) staff Costs and Numbers 2024 2023 Wages and salaries Social security costs Pension costs Total Staff Costs 275.797 6,361 3,607 285,765 14.033 5,499 365,940 The arage monthly number of employee5 during the year was as follows: 2024 26 2023 25 No employee recei1 emolumenls in exGess of £60,000 per annum. Page116 Charity Registration Number 1158271
EVERGREEN CARE TRUST NOTES TOTHE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2024 {continued) 10 Tangible Fixed Assets Computer Equipment Office Equipment Angels Equipment Totsl Cost Al 1 April 2023 Additions Disposals At 31 Mar¢h 2024 3,926 11.609 2,328 17,863 11,4(El 2,520 110.9771 632 {12,3831 5,480 2,328 Dèpreclatlon Al 1 April 2023 Charge for the year Disposals and adjustments 3.926 11,CW)8 126 {10.9761 2.328 17,262 126 {12,3821 {1,406) At 31 March 2024 2.520 158 2,328 5,006 Net Book Valuo At 31 March 2024 474 474 At 31 March 2023 601 11 Debtors 2024 2023 Trade Debtors 21,654 26,509 21.654 26,509 12 Creditors: amounts falling due within one year 2024 2023 AccNals Other creditors 1.079 24,953 1,066 34,058 26,032 35,124 Page | 17 Charity Registration Number 1158271
EVERGREEN CARE TRUST NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2024 (continued 13 Movement in Funds Opening Balance at1.&23 Inrning yeUrCè$ Rewurces expended TAnsferyts betwee funds Closing Balance at31.3.24 Unrestricted fvnds General fijnd 101.994 395.C66 430,602 66,458 Resyl¢ted funds cli Dixon Respite Infection Control Friends Together Chaplaincy Training UK Cewltspments 3,951 3,951 3,611 2,625 2,050 79 12,316 3,693 6.378 9,003 2,050 79 22,387 10,071 TOTAL FUNDS 124,381 395,066 440,673 78,774 14 Purposes of Restrlcted Funds Clive Dixon Resplts Fund Proinde$ treats, trips out and respite for those fDr whom these benefits would be financially prohibiti Infection Control Grnnt Grant to support ongoing infrèction Control training c¢6ls FrlendsTogether Grant lo support tmmce weekly s8ssions to Irnpre members menta5 lbe1rJ Chaplaincy Trainlng Grant to support expenses on chaplaincy training course UK Devèlopments Initiati lo promote the Ergreen McNJel in other communities 15 Related party disclosures There are no related parties. 16 Obligations under long term lease The Trust has an obligation under a 10 year lease ts pmiseS which commenced on 1st April 2023 and includes a 5 year break clause. The commitment is Sh bel¢)W. Totsl at 31.3.24 at 31.3.23 Under a year 1-5 years 8,848 26,544 TOTAL Page | 18 Charity Registration Number 1158271