CCEW Charity Commission profile

MILESTONES TRUST

Registered charity 294377 · organisation 294377

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