BRACKEN TRUST LIMITED

Charity number: 1059668
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

A day centre offering support for people affected by cancer and other long-term illnesses (mainly MS). Main area served is Powys and Mid Wales

Income and expenditure

Data for financial year ending 31 March 2024

Total income: £370,739
Total expenditure: £346,015

Total income includes £106,462 from 1 government grant(s)

People

11 Trustee(s)

60 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

What the charity does:
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • People With Disabilities
How the charity helps:
  • Provides Services
Where the charity operates:
  • Throughout Wales

Governance

Registration history:
  • 09 December 1996: Standard registration
  • 21 November 2022: Funds received from 1161318 THE LEE FOUNDATION
Organisation type:
Charitable company
Other names:
  • THE BRACKEN TRUST (Working name)
Company number:
03206048 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • Campaigns and political activity policy and procedures
  • Complaints handling
  • Complaints policy and procedures
  • Conflicting interests
  • Engaging external speakers at charity events policy and procedures
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media policy and procedures
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
  • Volunteer management
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Howard Grant Russon Chair 20 December 2022
None on record
Joy Garfitt Trustee 24 October 2024
None on record
NICOLA CRAVEN Trustee 24 October 2024
None on record
Toby Tattersall Trustee 24 October 2024
None on record
Linda Caroline Howells Trustee 06 April 2023
None on record
Fiona Bruce Trustee 06 April 2023
None on record
Barry Hicks Trustee 07 November 2017
None on record
DR Stephanie Warrick Trustee 22 September 2015
None on record
REGINALD CAWTHORNE Trustee
None on record
MAI ELLIS Trustee
None on record
DR SIM OVIS Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £308.25k £306.03k £268.88k £398.25k £370.74k
Total expenditure £288.77k £244.29k £323.39k £352.29k £346.02k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A £79.52k £4.54k £136.93k £106.46k

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 22 October 2024 On Time
Accounts and TAR 31 March 2024 22 October 2024 On Time Download Open in new window
Annual return 31 March 2023 25 April 2024 85 days late
Accounts and TAR 31 March 2023 25 April 2024 85 days late Download Open in new window
Annual return 31 March 2022 19 January 2023 On Time
Accounts and TAR 31 March 2022 19 January 2023 On Time Download Open in new window
Annual return 31 March 2021 01 November 2021 On Time
Accounts and TAR 31 March 2021 01 November 2021 On Time Download Open in new window
Annual return 31 March 2020 17 December 2020 On Time
Accounts and TAR 31 March 2020 17 December 2020 On Time Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES OF ASSOCIATION INCORPORATED 31 MAY 1996 AS AMENDED BY SPECIAL RESOLUTION DATED NOVEMBER 1996 AMENDED BY SPECIAL RESOLUTION DATED 31 JANUARY 2005

Charitable objects

1) THE RELIEF OF PERSONS SUFFERING FROM LONG TERM OR TERMINAL ILLNESS 2) THE RELIEF OF SICKNESS ARISING FROM BEREAVEMENT BY THE PROVISION OF ADVICE AND COUNSELLING SERVICE

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
BRACKEN TRUST
CEFNLLYS LANE
LLANDRINDOD WELLS
LD1 5LJ
Phone:
01597823646
Email:
info@brackentrust.org.uk
Website:

www.brackentrust.org.uk Open in new window