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Milestones Trust

Also known as: Aspects and Milestones Trust, Frenchay and Southmead Care Trust, Frenchay Mental Handicap Trust, The Frenchay Community Care Trust, Aspects, 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.

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Activities & Mission

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.

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Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Show all 7 areas of operation

Financial Information

Latest Income
£46,664,440
Latest Expenditure
£44,959,302

Financial Efficiency

Program Ratio 96.2%
% of income going directly to charitable activities

Higher than 59% of UK Social care charities with income over £10M (sample: 61). How is this calculated?

Overall Efficiency 99.9%
% of expenditure going to programs (vs overhead)

Higher than 79% of UK Social care charities with income over £10M. How is this calculated?

Administrative Ratio 0.2%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 77% of UK Social care charities with income over £10M. (Lower overhead is generally read as more efficient.) How is this calculated?

Latest Financial Breakdown

Income Sources

Donations & Legacies £158,536
Charitable Activities £46,213,105
Other Trading £37,443
Investments £249,978
Other Income £5,378

Expenditure Categories

Charitable Expenditure £44,902,997
Raising Funds £56,305
Governance £53,495
Grants to Institutions £0
Other Expenditure £0

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2026.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2026
£46,664,440
£44,959,302£44,902,997£25,991,717£10,624,1731179 / 49
2025
£41,118,264
£37,638,335£37,578,376£24,310,665£8,449,8081069 / 30
2024
£32,562,522
£31,180,677£31,134,537£20,837,487£8,143,426929 / 250
2023
£29,737,407
£31,511,678£31,478,070£19,281,572£5,367,971876 / 182
2022
£30,297,259
£30,784,503£30,755,273£21,193,314£6,767,903960 / 100

Staff column shows: Employees / Volunteers

Frequently asked questions about Milestones Trust

What does Milestones Trust do?

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.

How much income did Milestones Trust report in 2026?

Milestones Trust reported total income of £46.66m and reported expenditure of £44.96m for the financial year ending 2026, based on the most recent annual return filed with the Charity Commission.

How efficient is Milestones Trust?

Milestones Trust has a program ratio of 96.2%, meaning that share of its income goes directly to charitable activities. This is higher than 59% of UK Social care charities with income over £10M (sample of 61 charities). See our methodology for how this is calculated.

When was Milestones Trust registered as a charity?

Milestones Trust was registered with the Charity Commission for England and Wales on 15 May 1986 as charity number 294377. It has been registered for 40 years.

Who runs Milestones Trust?

Milestones Trust is governed by a board of 11 trustees. The chair of trustees is Donald Edward Nordberg. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Milestones Trust operate?

Milestones Trust operates across 7 areas, including Bath And North East Somerset, Bristol City, Gloucestershire and 4 others. The full list is shown on its profile.

Is Milestones Trust a registered charity?

Yes — Milestones Trust is a registered charity in England and Wales, charity number 294377.

Details

Contact (address, email, phone)
Registration Date
15 May 1986
Status
Registered

Registry Information

Organisation Number
294377
Charity Number
294377

Other notable Social care charities

Major UK charities in the same primary sector, drawn from the curated priority cohort.

Trustees

Donald Edward Nordberg Chair
Janet Rosemary Lawry
Also governs 1 other charity
Katie Louise Dominy
Lorraine Brown
Neil Graham Baines-Thomas
Paula Clara Lock
Professor David Boateng Sarpong
Susan Jane Monk
Susan Joy Jones
Susan Sturgis Cummings
Timothy Simon Jenkinson
Also governs 1 other charity

Also Known As

  • Aspects and Milestones Trust
  • Frenchay and Southmead Care Trust
  • Frenchay Mental Handicap Trust
  • The Frenchay Community Care Trust
  • Aspects
  • Milestones
  • On the up

Data & trust

Register data refreshed
2 November 2026
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