01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 15 May 1986
- Removed
- Not supplied
- Company number supplied
- 02011021
- Financial period
- 1 April 2025 – 31 March 2026
- Latest income
- £46,664,440
- Latest expenditure
- £44,959,302
- Gift Aid
- No
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: Milestones Trust, Unit 10-11, Eclipse Office Park, High Street, Staple Hill, BRISTOL
Website recorded by the regulator: www.milestonestrust.org.uk (displayed as text)
02 Activities
What the charity does
The Trust provides support to adults with learning disabilities and mental health needs. We offer Nursing and Residential Care in around 50 homes in the Bristol area, as well as Supported Living, Short Breaks, Day Care and Home Care. Services are tailored to meet individual needs and to support people to achieve their own goals.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2025
- Fin Period End Date
- 31 March 2026
- Ar Cycle Reference
- AR26
- Reporting Due Date
- 31 January 2027
- Date Annual Return Received
- 19 October 2026
- Date Accounts Received
- 19 October 2026
- Total Gross Income
- £46,664,440
- Total Gross Expenditure
- £44,959,302
- 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
- 29 October 2025
- Date Accounts Received
- 29 October 2025
- Total Gross Income
- £41,118,264
- Total Gross Expenditure
- £37,638,335
- 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
- 6 December 2024
- Date Accounts Received
- 6 December 2024
- Total Gross Income
- £32,562,522
- Total Gross Expenditure
- £31,180,677
- 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
- 27 December 2023
- Date Accounts Received
- 27 December 2023
- Total Gross Income
- £29,737,407
- Total Gross Expenditure
- £31,511,678
- 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
- 20 January 2023
- Date Accounts Received
- 20 January 2023
- Total Gross Income
- £30,297,259
- Total Gross Expenditure
- £30,784,503
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR26
- Fin Period Start Date
- 1 April 2025
- Fin Period End Date
- 31 March 2026
- Ar Due Date
- 31 January 2027
- Ar Received Date
- 19 October 2026
- Total Gross Income
- £46,664,440
- Total Gross Expenditure
- £44,959,302
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 100
- Count Govt Grants
- £1
- Income From Government Contracts
- 44755505
- Income From Government Grants
- £314,062
- 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
- Yes
- Count Salary Band 60001 70000
- 7
- Count Salary Band 70001 80000
- 2
- Count Salary Band 80001 90000
- 1
- Count Salary Band 90001 100000
- 1
- Count Salary Band 130001 140000
- 1
- Count Volunteers
- 49
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- 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
- 29 October 2025
- Total Gross Income
- £41,118,264
- Total Gross Expenditure
- £37,638,335
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 100
- Count Govt Grants
- £1
- Income From Government Contracts
- 35747442
- Income From Government Grants
- £343,635
- 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
- Yes
- Count Salary Band 80001 90000
- 3
- Count Salary Band 90001 100000
- 1
- Count Salary Band 100001 110000
- 1
- Count Salary Band 130001 140000
- 1
- Count Volunteers
- 30
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- 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
- 6 December 2024
- Total Gross Income
- £32,562,522
- Total Gross Expenditure
- £31,180,677
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 100
- Count Govt Grants
- £1
- Income From Government Contracts
- 30089587
- Income From Government Grants
- £423,813
- 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
- Yes
- Count Salary Band 70001 80000
- 4
- Count Salary Band 80001 90000
- 1
- Count Salary Band 100001 110000
- 1
- Count Volunteers
- 250
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- 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
- 27 December 2023
- Total Gross Income
- £29,737,407
- Total Gross Expenditure
- £31,511,678
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 100
- Count Govt Grants
- £1
- Income From Government Contracts
- 28058539
- Income From Government Grants
- £426,881
- 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
- Yes
- Count Salary Band 60001 70000
- 2
- Count Salary Band 70001 80000
- 1
- Count Salary Band 100001 110000
- 1
- Count Volunteers
- 182
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- 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
- 20 January 2023
- Total Gross Income
- £30,297,259
- Total Gross Expenditure
- £30,784,503
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 100
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £1
- Income From Government Contracts
- 27122813
- Income From Government Grants
- £462,618
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 2
- Count Salary Band 70001 80000
- 1
- Count Salary Band 90001 100000
- 1
- Count Volunteers
- 100
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR26
- Fin Period Start Date
- 1 April 2025
- Fin Period End Date
- 31 March 2026
- Ar Due Date
- 31 January 2027
- Ar Received Date
- 19 October 2026
- Income Donations And Legacies
- 158536
- Income Other Trading Activities
- 37443
- Income Charitable Activities
- 46213105
- Income Investments
- 249978
- Income Other
- 5378
- Income Total Income And Endowments
- 46664440
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £56,305
- Expenditure Charitable Expenditure
- £44,902,997
- Expenditure Other
- 0
- Expenditure Total
- 44959302
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 53495
- Expenditure Support Costs
- 5653904
- Expenditure Depreciation
- 531865
- Gain Loss Investment
- 24084
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £10,624,173
- Assets Total Fixed
- 18253172
- Assets Own Use
- 15288847
- Assets Long Term Investment
- 2964325
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £10,451,104
- Assets Total Liabilities
- £2,712,559
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £25,991,717
- Creditors One Year Total Current
- 2705730
- Creditors Falling Due After One Year
- 6829
- Assets Cash
- £8,345,396
- Funds Endowment
- 0
- Funds Unrestricted
- 23635453
- Funds Restricted
- 2356264
- Funds Total
- 25991717
- Count Employees
- 1179
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- 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
- 29 October 2025
- Income Donations And Legacies
- 280955
- Income Other Trading Activities
- 23817
- Income Charitable Activities
- 37261257
- Income Investments
- 216237
- Income Other
- 3335998
- Income Total Income And Endowments
- 41118264
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £59,959
- Expenditure Charitable Expenditure
- £37,578,376
- Expenditure Other
- 0
- Expenditure Total
- 37638335
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 44933
- Expenditure Support Costs
- 5399519
- Expenditure Depreciation
- 557965
- Gain Loss Investment
- -6753
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £8,449,808
- Assets Total Fixed
- 18592782
- Assets Own Use
- 15690261
- Assets Long Term Investment
- 2902521
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £8,056,019
- Assets Total Liabilities
- £2,338,136
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £24,310,665
- Creditors One Year Total Current
- 2327667
- Creditors Falling Due After One Year
- 10469
- Assets Cash
- £5,461,186
- Funds Endowment
- 0
- Funds Unrestricted
- 21880034
- Funds Restricted
- 2430631
- Funds Total
- 24310665
- Count Employees
- 1069
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- 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
- 6 December 2024
- Income Donations And Legacies
- 218424
- Income Other Trading Activities
- 7370
- Income Charitable Activities
- 31505962
- Income Investments
- 232793
- Income Other
- 597973
- Income Total Income And Endowments
- 32562522
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £46,140
- Expenditure Charitable Expenditure
- £31,134,537
- Expenditure Other
- 0
- Expenditure Total
- 31180677
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 36203
- Expenditure Support Costs
- 4304638
- Expenditure Depreciation
- 456516
- Gain Loss Investment
- 174070
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £8,143,426
- Assets Total Fixed
- 15467063
- Assets Own Use
- 12645212
- Assets Long Term Investment
- 2821851
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £8,010,210
- Assets Total Liabilities
- £2,639,786
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £20,837,487
- Creditors One Year Total Current
- 2634926
- Creditors Falling Due After One Year
- 4860
- Assets Cash
- £6,206,546
- Funds Endowment
- 0
- Funds Unrestricted
- 18455270
- Funds Restricted
- 2382217
- Funds Total
- 20837487
- Count Employees
- 929
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- 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
- 27 December 2023
- Income Donations And Legacies
- 148351
- Income Other Trading Activities
- 48781
- Income Charitable Activities
- 29458708
- Income Investments
- 81178
- Income Other
- 389
- Income Total Income And Endowments
- 29737407
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £33,608
- Expenditure Charitable Expenditure
- £31,478,070
- Expenditure Other
- 0
- Expenditure Total
- 31511678
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 39096
- Expenditure Support Costs
- 4217882
- Expenditure Depreciation
- 504039
- Gain Loss Investment
- -137471
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £5,367,971
- Assets Total Fixed
- 16195801
- Assets Own Use
- 13628946
- Assets Long Term Investment
- 2566855
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £5,124,460
- Assets Total Liabilities
- £2,038,689
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £19,281,572
- Creditors One Year Total Current
- 2028284
- Creditors Falling Due After One Year
- 10405
- Assets Cash
- £3,479,521
- Funds Endowment
- 0
- Funds Unrestricted
- 16887164
- Funds Restricted
- 2394408
- Funds Total
- 19281572
- Count Employees
- 876
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- 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
- 20 January 2023
- Income Donations And Legacies
- 1197312
- Income Other Trading Activities
- 24959
- Income Charitable Activities
- 28954691
- Income Investments
- 43165
- Income Other
- 77132
- Income Total Income And Endowments
- 30297259
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £29,230
- Expenditure Charitable Expenditure
- £30,755,273
- Expenditure Other
- 0
- Expenditure Total
- 30784503
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 35557
- Expenditure Support Costs
- 3550541
- Expenditure Depreciation
- 523129
- Gain Loss Investment
- 72116
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £6,767,903
- Assets Total Fixed
- 16044530
- Assets Own Use
- 14052607
- Assets Long Term Investment
- 1991923
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £7,622,906
- Assets Total Liabilities
- £2,474,122
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £21,193,314
- Creditors One Year Total Current
- 2448729
- Creditors Falling Due After One Year
- 25393
- Assets Cash
- £5,760,741
- Funds Endowment
- 0
- Funds Unrestricted
- 18723188
- Funds Restricted
- 2470126
- Funds Total
- 21193314
- Count Employees
- 960
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Bath And North East Somerset
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- South Gloucestershire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Swindon
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Wiltshire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Gloucestershire
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Bristol City
- Welsh Ind
- No
- Geographic Area Type
- Local Authority
- Geographic Area Description
- North Somerset
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 304
- Classification Type
- How
- Classification Description
- Provides Human Resources
- Classification Code
- 203
- Classification Type
- Who
- Classification Description
- People With Disabilities
- Classification Code
- 307
- Classification Type
- How
- Classification Description
- Provides Advocacy/advice/information
- Classification Code
- 104
- Classification Type
- What
- Classification Description
- Disability
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 305
- Classification Type
- How
- Classification Description
- Provides Buildings/facilities/open Space
- Classification Code
- 107
- Classification Type
- What
- Classification Description
- Accommodation/housing
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
08 Official extract
Charity Event History
- Charity Name
- MILESTONES TRUST
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1986-05-15T00:00:00
- Charity Name
- MILESTONES TRUST
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2025-11-27T00:00:00
- Assoc Organisation Number
- 900633
- Assoc Registered Charity Number
- 900633
- Assoc Charity Name
- THE WHITE HORSE CARE TRUST
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AN ARTICLES OF ASSOCIATION INCORPORATED 16TH APRIL 1986 AS AMENDED 13 DECEMBER 1993, 12 JUNE 1999 AND 16 APRIL 2007 as amended on 09 Jul 2018 as amended on 09 Jul 2018 as amended on 18 Jul 2018 as amended on 09 Jul 2018
- Charitable Objects
- To promote and protect the health and wellbeing of people with autism, cognitive impairment, dementia or other mental or related health needs by providing nursing, social care, accommodation, education, training and support.
- Area Of Benefit
- NOT DEFINED.
10 Official extract
Charity Other Names
- Charity Name Id
- 122956
- Charity Name Type
- Previous name
- Charity Name
- ASPECTS AND MILESTONES TRUST
- Charity Name Id
- 122960
- Charity Name Type
- Previous name
- Charity Name
- FRENCHAY AND SOUTHMEAD CARE TRUST
- Charity Name Id
- 122948
- Charity Name Type
- Working name
- Charity Name
- ASPECTS
- Charity Name Id
- 122973
- Charity Name Type
- Previous name
- Charity Name
- FRENCHAY MENTAL HANDICAP TRUST
- Charity Name Id
- 122992
- Charity Name Type
- Working name
- Charity Name
- ON THE UP
- Charity Name Id
- 122978
- Charity Name Type
- Working name
- Charity Name
- MILESTONES
- Charity Name Id
- 122995
- Charity Name Type
- Previous name
- Charity Name
- THE FRENCHAY COMMUNITY CARE TRUST
11 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Care Quality Commission
12 Official extract
Charity Policy
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Social media policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Risk management
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Investment
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Complaints handling
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Conflicting interests