Finance Score: -4

Governance Score: 3

Support Score: 4

Spending declining: -1
Volatile income: -3
No PartB

Gender balanced board: +3

Large volunteers +3
Grant maker support: +1

Overall GiG Score: 3

THE EVERGREEN CARE TRUST

Volunteer Projects: Advocacy, Befriending, Chaplaincy & Listening Sevice, Clean Team,Hospital to Home Support, Hand & Nail Care, Friendship Lunch ClubsPaid for Services: Home Support, Wellbeing Wardens(CQC regulated)Campaigns: zero tolerance unsupported discharge home from hospital of older & vulnerable patients without carer/family support; trusted persons bank accounts

Analysis by Giving is Great

Positives:

This charity has been successful in attracting volunteers relative to its size
The charity has received modest backing from a grant maker
There have been no material income shortfalls in recent years
The Board appears to be well diversified in terms of gender

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Spending is declining
Income has been volatile recently

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E	Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23	£357	£360	£-3	n/a	n/a	n/a	n/a	n/a	100
31/03/22	£408	£364	£44	n/a	n/a	n/a	n/a	n/a	174
31/03/21	£439	£411	£28	n/a	n/a	n/a	n/a	n/a	171
31/03/20	£432	£451	£-19	n/a	n/a	n/a	n/a	n/a	125
31/03/19	£457	£538	£-81	n/a	n/a	n/a	n/a	n/a	144
31/03/18	£544	£458	£87	£2	£155	£58	1.5	41	0
31/03/17	£478	£493	£-15	£0	£0	£0	n/a	0	0
31/03/16	£511	£511	£1	£5	£83	£79	1.9	43	0
31/03/15	£260	£177	£82	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 10 years

www.evergreencare.org.uk

office@evergreencare.org.uk

01780765900

Charity Commission for England and Wales

Tweets

Listed activities

Disability
Religious Activities
The Advancement Of Health Or Saving Of Lives
The Prevention Or Relief Of Poverty

GiG Classification

Services for the elderly

How it operates

Makes Grants to Organisations
Provides advocacy/advice/information
Provides human resources
Provides services

Where it operates

Cambridgeshire, Lincolnshire, Northamptonshire, Peterborough City, Rutland,

Who it helps

Elderly/Old People
Other Charities Or Voluntary Bodies
People With Disabilities

Who works here?

Unknown number of employees
100 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
CAF - Grant to Evergreen Care Trust
£4,500	29/04/2020 3	Grant to Evergreen Care Trust to support the organisation through COVID19

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (6)

Current Trustees appointed

Gender Split

CATHERINE SARAH FITT Appointed: 2014

JOANNA RACHEL PECK Appointed: 2022

LOUISE DEBORAH MARSH Appointed: 2014

NICHOLAS JOHN ADAMS (Chair) Appointed: 2018

PAUL EDWARD HERNIMAN Appointed: 2019

DEREK MICHAEL RISK Appointed: 2017, Occupation: Retired, Other trusteeship: PETERBOROUGH CITIZENS ADVICE BUREAU,

Legal constitution

Charity registered in England & Wales on 18/08/2014, number: 1158271

Gift Aid

Registered with HMRC for Gift Aid

Event History

23/02/2017 - Asset transfer in from THE EVERGREEN CARE TRUST
01/03/2017 - Asset transfer in from STAMFORD HOUSING FOR YOUNG PEOPLE (SHYP)
06/10/2022 - Asset transfer in from THE WELL HEAD CENTRE
06/10/2022 - Asset transfer in from THE WELL HEAD CENTRE

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

9 returns made; all on time

Recent reorganisation events:

Asset transfer in from THE WELL HEAD CENTRE on 06/10/2022
Asset transfer in from THE WELL HEAD CENTRE on 06/10/2022

Main office

Evergreen Care Trust
Shyp House
1 Barnack Road
STAMFORD
Lincolnshire
PE9 2NA

Objectives

1 TO RELIEVE ELDERLY PEOPLE AND VULNERABLE ADULTS RESIDENT IN STAMFORD AND THE SURROUNDING AREA WHO ARE IN NEED, BY PROVIDING SERVICES AND FACILITIES CALCULATED TO RELIEVE THE NEEDS OF SUCH PERSONS.2 TO RELIEVE PEOPLE WHO ARE ELDERLY OR VULNERABLE AND RESIDENT IN STAMFORD AND THE SURROUNDING AREA, BY PROVISION OF CARERS AND THE PROVISION OF SUPPORT AND TRAINING TO SUCH CARERS.3 TO PRESERVE AND PROTECT THE GOOD HEALTH OF ELDERLY PERSONS IN NEED AND VULNERABLE ADULTS IN STAMFORD AND THE SURROUNDING AREA THROUGH PROVISION OF FINANCIAL ASSISTANCE, SUPPORT, CARE, EDUCATION AND PRACTICAL ADVICE.4 TO PROVIDE AND ASSIST IN THE PROVISION OF FACILITIES IN THE INTERESTS OF SOCIAL WELFARE FOR RECREATION OR OTHER LEISURE TIME OCCUPATION OF INDIVIDUALS WHO HAVE NEED OF SUCH FACILITIES BY REASON OF THEIR YOUTH, AGE, INFIRMITY OR DISABILITY, FINANCIAL HARDSHIP OR SOCIAL CIRCUMSTANCES WITH THE OBJECT OF IMPROVING THEIR CONDITIONS OF LIFE

Data Sources