care trust EVERGREEN CARE TRUST (A Charitable Incorporated Organisation) REPORT AND FINANCIAL STATEMENTS FOR THE YEAR ENDING 31 MARCH 2025 Charity Registration No. 1158271 www.evergreencare.org.uk email- offiTr@evergreencare.org.uk telephone: 01780 765900
EVERGREEN CARE TRUST CONTENTS OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDING 31 MARCH 2025 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 2025 The Trustees of the Charity present their report with the financial statements for the year ended 31 March 2025. The Trustees have adopted the provisions for charities of the FRS 102 Statement of Recommended Practice (SORP). REFERENCE AND ADMINISTRATIVE DETAILS All correspondence 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 Louise Deborah Marsh Paul Herniman Derek Michael Risk Jo Peck Roland Higgins (Appointed 28 April 2024) Fr Neil Shaw (Appointed 28 April 2024, Resigned 15 May 2025) Chair Founder Charity Patron: Mrs Miranda Rock of Burghley Mission, Values & Objectives The Evergreen Care Trust is an established and trusted charity founded in 2005 to promote healthy ageing, honour old age and find meaningful ways to support older and vulnerable adults through advocacy, friendship, and practical support. The Trust was incorporated as a st Charitable Incorporated Organisation on 1 December 2014 and is governed by a constitution. New Trustees are selected and appointed by present members of the Trustee Board. The recruitment of Evergreen personnel both volunteers and employees is based on our values, sharing the same commitment and intention in supporting, training, equipping and caring for them as shown our member (service user) group. Mission To promote healthy ageing and positive attitudes towards older people., seeking relevant ways to honour old age and if needed, to serve through advocacy, friendship, and practical support. Page12 Charity Registration Number 1158271
EVERGREEN CARE TRUST 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 difference. We aspire to excellence without excess. Justice Service Training Partnership 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 resource 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 Charity 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 20 years, are now a vital resource for local older and vulnerable people and a strong partner with allied health and social care professionals. Most of the 'no charge, services which are mainly resourced by volunteers provide opportunities for social engagement, life enhancing activities, and support with Page | 3 Charity Registration Number 1158271
EVERGREEN CARE TRUST practical matters. The 'not for profit, Paid for service covers 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 older people in Stamford, Bourne and The Deepings with currently 8 free of charge activities as well as the paid for service providing housekeeping, nutrition and hydration assistance and companionship support in member's homes to help maintain their independence for as long as possible. The free of charge services are largely resourced and lead by volunteer staff but are managed by three part-time paid staff. The paid for service is wholly resourced 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 mutual 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. As well as 'face to face, Befriending we also provide telephone Befriending which was established during Covid lockdown. During the year this provided an estimated 4500 hours of companionship time to 45 + members. We are gradually growing this service, but it is also dependent on finding addilional volunteers and at the year-end there were still some 26 members in the local community on the waiting list. Social Engagement These are group activities to build friendships and reduce 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 each week from the local area including from Care Homes. In 2024 this has been mainly funded from Evergreen reserves and donations from attendees. This is the second year of the 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 Syndrorne to prepare the food, set up the table and serve. They are also able to talk with customers which builds their confidence and interpersonal skills. Evergreen volunteers often provide lifts and support to enable socially isolated older people to attend this group. 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 10 volunteers have helped some 100 members over the past year. Page 14 Charity Registration Number 1158271
EVERGREEN CARE TRUST 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 overseen by a Volunteer Spiritual Director (ordained Minister) who provide 'face to face, visits and telephone listening. During the year some 150 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 service 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 service. Usually beeen 3 to 5 requests for help are received every week. Hand & Nail Care This previously very popular service was re-started in 2023 and is 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, manicure and nail polish. The service is currently provided every other Wednesday afternoon 2:00pm - 4'.00pm at Whitefriars Care Home in Stamford. This could be expanded more widely as additional trained volunteers become available. Over the past 12 months our volunteers have made 25 visits to the care home and provided over 200 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 beeen the two charities. This service has steadily grown, it currently only operates on one day per week with the number of meals delivered between 30-33. The service is aimed at those in greatest need, who would most benefit from a nutritious meal and seeing a regular friendly face. This includes people who are housebound, socially isolated, vulnerable, in the downward spiral of self-neglect, are bereaved, or recuperating from surgery or illness. The service is currently at capacity and there is a waiting list of referrals. The aim is to expand the service to 50 meals delivered weekly in September 2025. 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. The Home Support not for profit service This paid for service, which has been running since 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 Page | 5 Charity Registration Number 1158271
EVERGREEN CARE TRUST 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. In the last year the Home Support service has had over 90 regular users receiving over 9,000 hours of support. Assisted Living 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 new digitalised version of the former Evergreen Lifeline 24 Telecare service, now Care Line 365. Benefits Generated by our Services In total, over the year and across all the seNices, the charity used over 100 volunteers and 23 paid staff to deliver over 20,000 hours of support to more than 300 members, their families, and carers in the local communities in Stamford, Deeping and Bourne. The majority of these received support through our volunteer resourced no charge services. Success continues to be measured through feedback from service users, family, and carers as well as volunteers and staff through regular reviews, evaluation forms and notifications, 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. 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 using 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 organisations that donate generously every year. Evergreen also participates in local festivals and events to raise the awareness of the charity. There are also individuals and local groups that from time to time organise events that raise funds for the Trust. This year the Trust has also been the beneficiary of two legacies. Page | 6 Charity Registration Number 1158271
EVERGREEN CARE TRUST Towards the end of the year, it was decided not to hold the annual Christmas Cracker fundraising event in favour of organising an Anniversary Ball to be held in April 2025 to celebrate the 20th Anniversary of the founding of the Trust. This would also be a major fundraising event with an auction of prizes very generously donated by local businesses. In the coming year a new Marketing and Fundraising post is being established, with support of a grant, to develop and implement a strategy to further raise the profile of Evergreen including regular fundraising events and using local media, the website and social media to broaden the base of supporters. As opportunities arise the Trust also seeks grants for specific purposes and in the past year grants have been received to renew the Trust's IT equipment and to fund the new post to develop a marketing and fundraising role. 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 Trust already partners with a number of local community organisations including, Stamford Endowed Schools who arrange an annual tea party for Evergreen members supported by Evergreen volunteers and also donate funds raised by their students, Second Helpings who prepare the meals for the recently reintroduced lunch delivery service and Birch Tree Café for the monthly Friendship lunches. Evergreen is also proud to have long standing and existing partnerships with other community groups and local businesses that from time to time generously provide funding or resources for specific projects. Evergreen works in partnership with the statutory authorities. Each month Leadership staff attend the Stamford Neighbourhood MDT (Multi-Disciplinary Team) meeting. The Neighbourhood Team is a collection of a range of professionals across primary care, secondary care and voluntary sectors. These can include the GP and primary care network (PCN) teams, community nurses, mental health teams, adult social care and voluntary sectors. The MDT meeting ensures a collective approach to supporting older people with complex needs. Evergreen also works closely with South Kesteven District Council Housing Department to provide support to older residents where SKDC have identified a need. Evergreen also responds to referrals from other sources including Social Prescribers. Evergreen is keen to extend its partnerships with the local churches, other local 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 Research Delivery Network East Midlands and the University 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. Page | 7 Charity ReEiStration Number 1158271
EVERGREEN CARE TRUST Evergreen continues to maintain this membership of the RELEC network for Home Care providers now in its fourth year. 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 practice vital in maintaining standards and demonstrating innovative, creative person-centred best practice Evergreen has delivered training developed from current research evidence on nutrition and hydration for those living with dementia in their own homes (Bournemouth University TOMATO study) and is also involved with the Demcham study at Kings College London, the role of front-line Home Care workers in championing good dementia care in the home. Evergreen has also embraced the Cardiff University research findings on Supporting members of the LGBTQ+ community in social care and are awaiting sign up for the LEAP study on LGBTQ+ inclusive provision in Home Care in the Autumn. 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 excellence within our organisation. We promote the JDR Join Dementia Research opportunity with our personnel and member group and their families. Our Founding Trustee Louise Marsh continues her Health & Social Care Research team role at the University of Lincoln and RDN East Midlands 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. These funds along with the contribution from the paid for services 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, Bourne, the Deepings and surrounding villages. Evergreen utilises the principle of tithing up to 10 % of its income 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 services for older andlor vulnerable people. These designated funds are shown in the financial statements as The Clive Dixon Hardship and Development Fund. In 2024125 the Trust had an income of £369,517 (£395,066 in 23124) including donations and grants of £137,655. Expenditure in the year was £334,557 {£440,673 in 23124) giving rise to a surplus of £34,960 (£45,607 deficit in 23124)- The year-on-year reduction in income was mainly due to the cessation of the Wellbeing regulated service in January 2024 partly offset by a welcome increase in grants, donations and legacies. The reduction in service delivery costs was also mainly due to the cessation of the Wellbeing service plus efficiency savings in the administration and management costs partly offset by improved pay rates for staff. The detailed results for the year and financial position of the charity are shown in the financial statements. Page18 Charity Registration Number 1158271
EVERGREEN CARE TRUST At the 31 March 2025 the charity had total reserves of £113,734 of which £12,000 was. restricted. These reserves were equivalent to over 3 months of the planned expenditure over the coming year. The Trustees regularly monitored the level of reserves and aim to retain 3 month's expenditure as a reasonable balance between the need to resource current services and the need for longer term sustainability. During the year the Trustees reviewed the restricted funds both for staff training and the hardship funds for service users of limited means both of which had small balances and imited disbursements. As detailed in the notes to the accounts two training funds were merged into one designated fund with the same purpose and the hardship and a small development fund were merged into one designated fund for hardship and service development. Future Developments Recognising that the changing economic and social environment provides particular challenges to the older and vulnerable members of the community the ongoing aim of the Trust is to ensure the seNices continue to help support their needs and to identify additional needs that may require changes to existing services or new services. Towards the end of the year the Trust, with some grant support, invested in new IT equipment that will be introduced in the early part of the new year to upgrade and improve the efficiency of the IT network and computing functions. As well as increasing the efficiency of the administrative and support functions this would also enable the introduction of new systems to record and manage the member seNices more effectively. The Trust also recognises the importance of service usage data for marketing and fundraising initiatives and is collaborating with Stamford College using student work experience to assist with building a new database. The Trust continues to be conscious of the growth 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 from 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 September 2025 Page19 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 2025 set out on pages 11 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 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 procedures laid down in the General Directions given by the Charity Commission (under Section 145(5)(b) of the 2011 Act)., and to state whether particular matters have come to my attention. Basis of the Independent examiner's report My examination was carried out in accordance with 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 concerning 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.. 11) 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 p) to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached. Jan Simmonds ACMA CGMA (retired) September 2025 Page | 10 Charity Registration Number 1158271
EVERGREEN CARE TRUST STATEMENT OF FINANCIAL ACTIVITIES FOR YEAR ENDED 31 MARCH 2025 Unrèstricted Restricted Funds Funds Total 2025 Totsl 2024 Note Income and Endowmentsfrom- Donations & Legacies Charitable acliulies Trading actilieS InStmentS 125,655 227,562 3,460 12,000 137,655 227,562 3,460 840 79.874 308,782 5,652 758 Totsl Incomlng rgsourcès 357,517 12.000 369.517 395,066 Expgndlturg on: Raising ndS Charllable acliiilies 595 331,337 595 333.962 415 440,258 2,625 Totsl rgsourc&s expond9d 331,932 2,625 334,557 440,673 Net Incomol I&xpondlturol 25,585 g,375 34.960 145,6071 Fund balance5 brought forward 66,458 12,316 78.774 124,381 Transfers between ftjnds 13 9,691 19,6911 Fund balances carrl•d forward 101,734 12,000 113.734 78,774 There are no recognised gains and losses other than those passin9 through the slalemenl ol financial act1lIeS. All acliiAlie5 deri* from continuing operations. There were no actilieS resulting from Endohvmenl Fund5. Page | 11 Charity Registration Number 1158271
EVERGREEN CARE TRUST BALANCE SHEET AT 31 MARCH 2025 2025 Total fuDd5 2024 Total funds Un-Reslricled nds ReslriGled tunds Notes Ftxed assets Tangible Assets 10 348 348 474 Current ats Debtors Cash al bank and in hand 11 51,487 80,783 51,487 92,783 21,654 82.678 12.000 Total current assets 132,270 12.000 144,270 104,332 Crfrdltors.. amounts falllng dug within one year 12 30,884 30,884 26,032 Ngt current assets 101,386 12.000 113,386 78,300 Totsl ats l&ss curront Ilabllltlgs 101,734 12.000 113,734 78.774 N&t assots 101,734 12,000 113,734 78,774 FUND5 Re51ricled fijnds 13 12,000 12.316 Unreslricled fvnds.. Designated knnds Other charitable funds 18,302 68,741 5.000 61,458 TOTAL FUNDS 99.043 78.774 The financial alemen were approked by the Trustees on 12 September 2025 and signed on their behalf by-. Dèrek Rlsk Tiuslee Page112 Charity Registration Number 1158271
EVERGREEN CARE TRUST CASH FLOW STATEMENT FOR YEAR ENDED 31 MARCH 2025 2025 2024 Operating surpluslldeficitl 34,120 146,3651 Reconciliation lo cash generated from Dperating activities Depreciation of tangible assets Decrease I Ilncreasel in debtors Increase I (Decrease) in ¢dItorS 126 129,8331 4,852 126 4,855 18,0251 Cash ge nerated from ope rating actlvltles 9,265 49,409 Cash ge nerated from financing activities Interest receivèd 840 758 Cashflow from Investing activltles Payments lo acquire tangible assets Net Increase I Idecreasel In cash 10,105 48,651 Cash at bank and in hand al beginning of year 82,678 131,329 Cash at bank and in hand at end ofyoar 92,783 82,678 Conslsting of: Cash al bank and in hand 92,783 82,678 92,783 82,678 Page | 13 Charity Registration Number 1158271
EVERGREEN CARE TRUST NOTES TO THE ACCOUNTS FOR YEAR ENDED 31 MARCH 2025 ACCOUNTING POLICIES Accounting convention These accounts haE been prepared under the historic cost conntIon and the Trustees ha)B adopted the proiAsions for charities Of the FRS102 Statement of Recommended Practice ISORPI effecti for reporting periods starting after 1 January 2016. Incoming resources All incoming resources are included in the Statement of Financial Actlmties when the charity is legally enlilled lo the income and the amount Can be quantified with reasonable accuracy. Amounts not receivèd are included in Debtors. Tax reclaims are included when cash is receid from HMRC. Fesources 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 headings they ha been allocated to actlmties on a basis consistent with the use of SourCes. Tangible fixed asBets Depreciation is promded al the following annual rates in order to write off each asset oier its estimated useful life. All equipment, fixtures & fittings 200/0 on cost Taxatlon The charity is exèmpt from corporation tax on ils charitable actimtiès. Fund accounng Unrestricted Kjnds can be used in accordance with the charitable Dbjeclivas at th& discretion of th8 Trustees. Desigrnaled ndS are unrestricted ndS which are earmarked for specific purposes by the Trustees. Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when bnds are raised for particular restricted purpose5. The purpose of each restricted fvnd is included in the notes lo the financial statemen15 Independent examination fee The cost of the Independent examination included in these accounts is nil. Page114 Charity Registration Number 1158271
EVERGREEN CARE TRUST NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2025 continued) Grants, Donations & Legacies Total 2025 Total 2024 Un-restricted Grants Donations Legacies Gift Aid Refvnded Total 4,182 64,553 78,060 40,116 7,479 125,655 11,139 79.874 Restricted Marketing Post 12,000 12,000 Income from Charitable Activities Total 2025 Total 2024 Un-restricted Home Support Wellbeing Other Total 227,201 189,178 116,614 2,990 308,782 361 227,582 Restricted None Income from Fund Raising Totsl 2025 Tota I 2024 Un4estricted 3,460 5,652 Investment income Tota I 2025 Total 2024 Bank interest receiled 758 Page | 15 Charity Registration Number 1158271
EVERGREEN CARE TRUST NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2025 (continued Expenditure on Fund Raising Total 2025 Totsl 2024 Un-restricted Publicity Other Fundraising 90 325 415 595 595 Expenditure on Charitable Activities Total 2025 Total 2024 Un-restricted actlmties Home Support Wellbeing Volunteer SeNces Administration Wages Other support costs Total 184,260 183,048 82,130 36,854 56,518 91,637 430,187 42,656 47,514 56,907 331,337 Restricted Infection Control Friends Together Total 3,693 6,378 10,071 2,625 2,625 Trustees and Key Management Personnel remuneration and expenses No Trustee reCeId omuneration or claimed expenses for their wort as a Trustee (2024.. £Nill. There was one key management employee during the year who r8celd remuneration, nsiOn contribution and other benefits in the range of £25,000 to £30,000. 12024.. Two key management employe&s in the range £25,00010 £30,000) Stsff Costs and Numbers 2025 2024 Wages and salaries Social security costs Pension costs Total Staff Costs 236,274 6,763 3,568 246,605 346,408 14,033 5,499 365,940 The alerage monthly number ofemployees during the year was as follows.. 2025 23 2024 26 No employee reCeId emoluments in excess of£60,000 per annum. Page | 16 Charity Registration Number 1158271
EVERGREEN CARE TRUST NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2025 (continued 10 Tangible Fixed Assets Computer Equipment Office Equipment Angels Equipment Total Cost At 1 April 2024 Additions Disposals At 31 March 2025 2,520 632 2,328 5,480 2.520 632 2,328 5,480 Depreciation Al 1 April 2024 Charge for the year Disposals and adjuslmenls 2,520 158 126 2,328 5,006 126 Al 31 March 2025 2,520 284 2,328 5,132 Net Bookvalue Al 31 March 2025 348 348 Al 31 Marh 2024 474 474 11 Debtors 2026 2024 Trade Debtors Legacies Other debtors 18,460 32,977 50 21,654 51,487 21,654 12 Creditors: amounts falling due within one year 2025 2024 Accruals Other creditors 495 30,389 1,079 24,953 30,884 26,032 Page | 17 Charity Registration Number 1158271
EVERGREEN CARE TRUST NOTES TO THE ACCOUNTS FOR THE YEAR ENDED 31 MARCH 2025 (continued} 13 Movement in Funds OpenSng Balance at 1.4.24 Incoming re50urce3 Resourc&5 expend8d Tranrs beeen funds Closing Balance at 31.3.25 Unre5tri¢ted funds General tsnd Designated Funds'.- IT Equipment Cli Dixon Hardship and DeloPMent Training 66,458 349.769 1328,8961 13,8991 83.432 7.548 200 3,000 4,929 5.661 10.548 5.129 2,625 13,0361 Total Unrestricted Funds 66,458 357,517 1331,9321 9.891 101,734 Restrlcted fund5 Marketing Post cli Dixon Respite Inf8clion Gontrol Friends Together Chaplaincy Training UK Dekelopmènts TOTAL Restricted Funds 12,000 12,000 3,951 3,611 2,625 2,050 79 12.316 13,9511 13,6111 12,6251 12,0501 79 19,6911 12,000 12,6251 12,000 TOTAL FUNDS 78,774 369,517 1334,5571 113,734 The Trustees underto)k a reiiew ol th8 Reslncled fvnds ol the charity at thè B08rd meeting on 20 Jun? 24. It was 8gr88d th81, with effect fiDm 1st April 2024, the follwng changes were to be implemented.'- 11 A new Designated Fund lo be created, called th& Cliw Dixon Hardship and De10pm&nI Fund.. The opèning fvjnd balances to b8 craalèd frorn two pre¥ious Restricted Fundy. the cli Dixon Respite Fund1£3,9511 and tha UK DelopMents Fund1£791 and a General hardship fiJnd1£2,0001 21 A new Designated Trainlng Fund to be created, end the premously Restricted Chaplalncy Training 1£2,050land Infection Control Funds 1£3,8111 to be lrnn5ferred into th8 Training Fund, 31 A new Design818d IT Equiprnent Fund to be creatad from the General IT Fund1 £3.0001 14 Purposes of Restricted Funds The Charity has only one restricted fvnd remaining 8t 3181 March 2025, the Marketing post Fund. created during the year. Marketing Post Fund (new in yea rl The Charity recei a donation during the yaar, lo fijnd the costs of a salAried marketing role for the ¢harily , for the first of a 2 year project. Tris post was recnjited to in June 2025. Clivè Dixon Respite Fund (reclaslIa in year) Prolides treat5. trips out and respite for those for vthom these benefits )Uld finalalIY prohibili Infection Control Grant Ireelassified in yearl Grant to Supwrt ongoing infection control training costs Friend8 Together lutllld in yearl Grnnt to supFort tmce weekly s&ssions to improke members mental wellbeing Chaplaincy Tralning (reclassified in yearl Grant to support expènses on ch8p18incy training course UK Developments Ireclassified in year) Initiati to piotnole the E[gen Modd in other communities Page118 Charity Registration Number 1158271