CCEW Charity Commission profile

BRACKEN TRUST LIMITED

Registered charity 1059668 · organisation 1059668

01 Identity

Registration and reporting

Registration status
Registered
Reporting status
Submission Received
Charity type
Charitable company
Registered
9 December 1996
Removed
Not supplied
Company number supplied
03206048
Financial period
1 April 2024 – 31 March 2025
Latest income
£249,880
Latest expenditure
£360,432
Gift Aid
Yes
Owns or uses land
Yes
In administration
No
Insolvent
No
CIO
No

Public contact address: BRACKEN TRUST, CEFNLLYS LANE, LLANDRINDOD WELLS, LD1 5LJ

Website recorded by the regulator: www.brackentrust.org.uk (displayed as text)

02 Activities

What the charity does

A day centre offering support for people affected by cancer and other long-term illnesses (mainly MS). Main area served is Powys and Mid Wales

03 Official extract

Charity Annual Return History

Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Cycle Reference
AR25
Reporting Due Date
31 January 2026
Date Annual Return Received
28 October 2025
Date Accounts Received
28 October 2025
Total Gross Income
£249,880
Total Gross Expenditure
£360,432
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Cycle Reference
AR24
Reporting Due Date
31 January 2025
Date Annual Return Received
22 October 2024
Date Accounts Received
22 October 2024
Total Gross Income
£370,739
Total Gross Expenditure
£346,015
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Cycle Reference
AR23
Reporting Due Date
31 January 2024
Date Annual Return Received
25 April 2024
Date Accounts Received
25 April 2024
Total Gross Income
£398,252
Total Gross Expenditure
£352,291
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Cycle Reference
AR22
Reporting Due Date
31 January 2023
Date Annual Return Received
19 January 2023
Date Accounts Received
19 January 2023
Total Gross Income
£268,883
Total Gross Expenditure
£323,393
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Cycle Reference
AR21
Reporting Due Date
31 January 2022
Date Annual Return Received
1 November 2021
Date Accounts Received
1 November 2021
Total Gross Income
£306,031
Total Gross Expenditure
£244,288

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind
Yes
Fin Period Order Number
1
Ar Cycle Reference
AR25
Fin Period Start Date
1 April 2024
Fin Period End Date
31 March 2025
Ar Due Date
31 January 2026
Ar Received Date
28 October 2025
Total Gross Income
£249,880
Total Gross Expenditure
£360,432
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£0
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
65
Latest Fin Period Submitted Ind
No
Fin Period Order Number
2
Ar Cycle Reference
AR24
Fin Period Start Date
1 April 2023
Fin Period End Date
31 March 2024
Ar Due Date
31 January 2025
Ar Received Date
22 October 2024
Total Gross Income
£370,739
Total Gross Expenditure
£346,015
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£1
Income From Government Grants
£106,462
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
Yes
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
Yes
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
60
Latest Fin Period Submitted Ind
No
Fin Period Order Number
3
Ar Cycle Reference
AR23
Fin Period Start Date
1 April 2022
Fin Period End Date
31 March 2023
Ar Due Date
31 January 2024
Ar Received Date
25 April 2024
Total Gross Income
£398,252
Total Gross Expenditure
£352,291
Grant Making Is Main Activity
No
Count Govt Contracts
0
Count Govt Grants
£2
Income From Government Grants
£136,930
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Payments Acting As Trustee
No
Trustee Receives Payments Services
No
Trustee Receives Other Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
60
Latest Fin Period Submitted Ind
No
Fin Period Order Number
4
Ar Cycle Reference
AR22
Fin Period Start Date
1 April 2021
Fin Period End Date
31 March 2022
Ar Due Date
31 January 2023
Ar Received Date
19 January 2023
Total Gross Income
£268,883
Total Gross Expenditure
£323,393
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£3
Income From Government Grants
£4,535
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
60
Latest Fin Period Submitted Ind
No
Fin Period Order Number
5
Ar Cycle Reference
AR21
Fin Period Start Date
1 April 2020
Fin Period End Date
31 March 2021
Ar Due Date
31 January 2022
Ar Received Date
1 November 2021
Total Gross Income
£306,031
Total Gross Expenditure
£244,288
Charity Raises Funds From Public
Yes
Charity Professional Fundraiser
No
Charity Commercial Participator
No
Charity Receives Govt Funding Contracts
No
Charity Receives Govt Funding Grants
Yes
Count Govt Grants
£2
Income From Government Grants
£79,520
Charity Has Trading Subsidiary
No
Does Trustee Receive Any Benefit
No
Trustee Resigned Employment
No
Employees Salary Over 60k
No
Count Volunteers
45

05 Official extract

Charity Area Of Operation

Geographic Area Type
Region
Geographic Area Description
Throughout Wales
Welsh Ind
Yes

06 Official extract

Charity Classification

Classification Code
103
Classification Type
What
Classification Description
The Advancement Of Health Or Saving Of Lives
Classification Code
203
Classification Type
Who
Classification Description
People With Disabilities
Classification Code
306
Classification Type
How
Classification Description
Provides Services

07 Official extract

Charity Event History

Charity Name
BRACKEN TRUST LIMITED
Charity Event Order
1
Event Type
Standard registration
Date Of Event
1996-12-09T00:00:00
Charity Name
BRACKEN TRUST LIMITED
Charity Event Order
2
Event Type
Asset transfer in
Date Of Event
2022-11-21T00:00:00
Reason
Removed by application
Assoc Organisation Number
5049332
Assoc Registered Charity Number
1161318
Assoc Charity Name
THE LEE FOUNDATION

08 Official extract

Charity Governing Document

Governing Document Description
MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 31 MAY 1996 AS AMENDED BY SPECIAL RESOLUTION DATED NOVEMBER 1996AMENDED BY SPECIAL RESOLUTION DATED 31 JANUARY 2005
Charitable Objects
1) THE RELIEF OF PERSONS SUFFERING FROM LONG TERM OR TERMINAL ILLNESS 2) THE RELIEF OF SICKNESS ARISING FROM BEREAVEMENT BY THE PROVISION OF ADVICE AND COUNSELLING SERVICE
Area Of Benefit
NOT DEFINED

09 Official extract

Charity Other Names

Charity Name Id
297996
Charity Name Type
Working name
Charity Name
THE BRACKEN TRUST

10 Official extract

Charity Policy

Policy Name
Safeguarding policy and procedures
Policy Name
Safeguarding vulnerable beneficiaries
Policy Name
Conflicting interests
Policy Name
Complaints handling
Policy Name
Engaging external speakers at charity events policy and procedures
Policy Name
Social media policy and procedures
Policy Name
Trustee expenses policy and procedures
Policy Name
Risk management
Policy Name
Paying staff
Policy Name
Complaints policy and procedures
Policy Name
Serious incident reporting policy and procedures
Policy Name
Trustee conflicts of interest policy and procedures
Policy Name
Investing charity funds policy and procedures
Policy Name
Internal charity financial controls policy and procedures
Policy Name
Financial reserves policy and procedures
Policy Name
Volunteer management
Policy Name
Campaigns and political activity policy and procedures
Policy Name
Investment
Policy Name
Bullying and harassment policy and procedures
Policy Name
Internal risk management policy and procedures