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

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

Local Authority

Bath And North East Somerset Bristol City Gloucestershire North Somerset South Gloucestershire Swindon Wiltshire

Financial Information

Latest Income

£41,118,264

Latest Expenditure

£37,638,335

Financial Efficiency

Program Ratio 91.4%

% of income going directly to charitable activities

Higher than 34% of UK Social care charities with income over £10M (sample: 101). How is this calculated?

Overall Efficiency 99.8%

% of expenditure going to programs (vs overhead)

Higher than 63% of UK Social care charities with income over £10M. How is this calculated?

Administrative Ratio 0.3%

Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 66% 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 £280,955

Charitable Activities £37,261,257

Other Trading £23,817

Investments £216,237

Other Income £3,335,998

Expenditure Categories

Charitable Expenditure £37,578,376

Raising Funds £59,959

Governance £44,933

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 2025.

Financial Year	Income	Expenditure	Charitable Spending	Net Assets	Reserves	Staff
2025	£41,118,264	£37,638,335	£37,578,376	£24,310,665	£8,449,808	1069 / 30
2024	£32,562,522	£31,180,677	£31,134,537	£20,837,487	£8,143,426	929 / 250
2023	£29,737,407	£31,511,678	£31,478,070	£19,281,572	£5,367,971	876 / 182
2022	£30,297,259	£30,784,503	£30,755,273	£21,193,314	£6,767,903	960 / 100
2021	£30,241,199	£29,148,555	£29,118,939	£21,608,442	£7,113,039	1066 / 80

Staff column shows: Employees / Volunteers

Frequently asked questions about Milestones Trust

What does Milestones Trust do?

How much income did Milestones Trust report in 2025?

Milestones Trust reported total income of £41.12m and reported expenditure of £37.64m for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

How efficient is Milestones Trust?

Milestones Trust has a program ratio of 91.4%, meaning that share of its income goes directly to charitable activities. This is higher than 34% of UK Social care charities with income over £10M (sample of 101 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.