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
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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 De￿rnber 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.
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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
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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 resOUr￿d 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.
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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 re￿iVed 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 I￿0 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.
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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 be￿een 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 servI￿s, 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 re￿iVed
support through our volunteer resOUr￿d 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,
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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
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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
suc￿Ssful 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 ServI￿S for older
andlor vulnerable people. These tithed, designated funds would in future be shown as a The
Clive Dixon Hardship and Development Fund.
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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 gr0￿h 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
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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 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 prO￿dureS 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 Con￿rning 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
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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 be￿n ￿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.
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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 apprO￿d by the Trustees on 16 Jjty 2024 and sigrEd on their behalf by:
Derek Ri
Trustee
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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
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NOTES TO THE ACCOUNTS
FOR YEAR ENDED 31 MARCH 2024
ACCOUNTING POLICIES
Accounting convention
These accounts ha￿ been prepared under the historic cost con￿ntIon 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.
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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
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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 receI￿d ￿MUneration. pension
contribuution and other benefits in the range of £25,000 to £30,000.
(2023.. Three key management employees, I￿0 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 a￿rage monthly number of employee5 during the year was as follows:
2024
26
2023
25
No employee recei￿1 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
In￿rning
ye￿UrCè$
Rewurces
expended
TAnsferyts
betwee
funds
Closing
Balance
at31.3.24
Unrestricted fvnds
General fijnd
101.994
395.C66
430,602
66,458
Res*yl¢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 Irnpr￿e members menta5 ￿lbe1r￿J
Chaplaincy Trainlng
Grant to support expenses on chaplaincy training course
UK Devèlopments
Initiati￿ lo promote the E*rgreen 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 p￿miseS 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