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
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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.
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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
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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.
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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 be￿een 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
be￿een 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
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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.
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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.
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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.
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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
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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 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
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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 acti￿lieS
In￿StmentS
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 act1￿lIeS.
All acliiAlie5 deri* from continuing operations. There were no acti￿lieS resulting from Endohvmenl Fund5.
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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 a￿ts
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 a￿ts 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
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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
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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 con￿ntIon 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 recei￿d 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 accoun￿ng
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.
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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 reCeI￿d omuneration or claimed expenses for their wort as a Trustee (2024.. £Nill.
There was one key management employee during the year who r8cel￿d 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 reCeI￿d 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
Tran*rs
be￿een
funds
Closing
Balance
at 31.3.25
Unre5tri¢ted funds
General tsnd
Designated Funds'.-
IT Equipment
Cli* Dixon Hardship and De￿loPMent
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 De￿10pm&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
De￿lopMents 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 (reclas￿lIa￿ in year)
Prolides treat5. trips out and respite for those for vthom these benefits ￿)Uld fina￿lalIY prohibili
Infection Control Grant Ireelassified in yearl
Grant to Supwrt ongoing infection control training costs
Friend8 Together lutlll*d 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￿[g￿en Modd in other communities
Page118
Charity Registration Number 1158271