Charity Accounts Intelreading the accounts so you don’t have to

MILESTONES TRUST

Registered charity 294377 · accounts filings on the Charity Commission register · also known as ASPECTS, ASPECTS AND MILESTONES TRUST, FRENCHAY AND SOUTHMEAD CARE TRUST, FRENCHAY MENTAL HANDICAP TRUST, MILESTONES, ON THE UP

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.

Causes: Disability · Accommodation/housing · website · Get email alerts

Latest income
£41.1m
Latest spending
£37.6m
Registered
1986
Accounts read
FY2025

Financial health, per its FY2025 accounts

The accounts state that the Trust achieved an operational surplus of £3,479,929 for the year ended 31 March 2025, driven by improved staff retention, reduced agency spend, and the merger with White Horse Care Trust. Per the trustees' report, the Trust holds free reserves of £8.5m, which sits within its stated target range of £7m to £12.5m, and maintains a strong balance sheet with no outstanding debt.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Fundraising cost ratio: 21.4% of fundraised income, as disclosed
“Fundraising costs of £59,959 (see Note 9) relate primarily to the internal Trust costs attributed to supporting this function. During 2024/25 grants and donations of £280,955 were received” — page 10
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Forvis Mazars LLP. Discloses 3 of 6 completeness components.

Corporate structure

Public fundraising profile: JustGiving — Milestones Trust (matched by registered charity number).

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

Official officers record.

Public-sector contracts awarded

From the official Contracts Finder and Find a Tender notices (supplier matched by exact registered name). Contract income is distinct from grants.

BuyerContractAwardedValue
Bristol City CouncilLearning Disability Rolling Breaks——

Property (HM Land Registry)

15 registered titles in England and Wales held by the charity’s company or corporate body (6 freehold); recorded price paid £1.8m. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

CQC provider record: Milestones Trust — Registered, 67 registered locations, 3 regulated activities, last inspected 13/04/2023.charity number confirmed by CQC CQC record

Public profiles (found on the charity’s own website): facebook (1,744 followers) · instagram (692 followers)

Structured financials (annual return, FY ending 31/03/2025)

Total income
£41.1m
Total spending
£37.6m
Cost of raising funds
£60k
Reserves (reported)
£8.4m
Employees
1,069

Reported reserves equal ~2.7 months of spending — below the median for charities its size (median 4.6 months; benchmarks).

Per its annual return, largest income source: Charitable activities (91% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.1% of total income — below the median for charities its size (3.8%) (benchmarks).

Care Quality Commission ratings

CQC inspection ratings for services run by a provider matching this charity’s name (matched by name; verify provider identity on CQC’s site).

Register events

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Bath And North East Somerset · Bristol City · Gloucestershire · North Somerset · South Gloucestershire · Swindon · Wiltshire

Income and spending

Financial year endIncomeSpending
31/03/2025£41.1m£37.6m
31/03/2024£32.6m£31.2m
31/03/2023£29.7m£31.5m
31/03/2022£30.3m£30.8m
31/03/2021£30.2m£29.1m

Common questions

Is MILESTONES TRUST financially healthy?

Per its FY2025 accounts: The accounts state that the Trust achieved an operational surplus of £3,479,929 for the year ended 31 March 2025, driven by improved staff retention, reduced agency spend, and the merger with White Horse Care Trust. Per the trustees' report, the Trust holds free reserves of £8.5m, which sits within its stated target range of £7m to £12.5m, and maintains a strong balance sheet with no outstanding debt. Its FY2025 accounts were audited by Forvis Mazars LLP.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

FunderDateAmountPurpose
The National Lottery Community Fund12/09/2019£10kWarmley Wheelers
The National Lottery Community Fund21/07/2008£2kExpress Yourself Drama Project

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
THE WILL CHARITABLE TRUST3£200k
THE GERALD MICKLEM CHARITABLE TRUST2£234k
THE EDWARD GOSTLING FOUNDATION2£70k
THE GRAND LODGE OF MARK MASTER MASONS' FUND OF BENEVOLENCE2£47k
THE ALICE ELLEN COOPER-DEAN CHARITABLE FOUNDATION2£44k
THE HOBSON CHARITY LIMITED2£36k
THE GEOFF & FIONA SQUIRE FOUNDATION2£17k
THE TULA TRUST LIMITED2£10k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with MINSTEAD TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
MILESTONES TRUST£41.1m——within21.4%no doubt
MINSTEAD TRUST FY2025£8.7m——below—no doubt
THE STABLE FAMILY HOME TRUST FY2025£4.0m£80,001 - £90,0001below—no doubt
MARTHA TRUST FY2024£8.3m——unclear—no doubt
HF TRUST LIMITED FY2025£85.0m——unclear50.0%material uncertainty
SCOTTS PROJECT TRUST FY2025£2.5m—0unclear—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.