Finance Score: -6

Governance Score: 6

Support Score: 3

Accounts overdue -5
Reasonable growth: +1
Multiple Deficits: -2
No PartB

Dynamic board: +3
Gender balanced board: +3

Grant maker support: +3

Overall GiG Score: 3

BRACKEN TRUST LIMITED

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

Analysis by Giving is Great

Positives:

There has been reasonable growth in spending over the last 3 years relative to the previous period
A significant proportion of recent income was derived from major grant makers and there are significant future grants due to be received
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Latest accounts are overdue for filing
On several occasions in recent years income has been less than spending

Established: 27 years

www.brackentrust.org.uk

info@brackentrust.org.uk

01597823646

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/22		£269	£323	£-55	n/a	n/a	n/a	n/a	n/a	60
31/03/21		£306	£244	£62	n/a	n/a	n/a	n/a	n/a	45
31/03/20		£308	£289	£19	n/a	n/a	n/a	n/a	n/a	60
31/03/19		£151	£219	£-68	n/a	n/a	n/a	n/a	n/a	45
31/03/18		£226	£199	£27	£0	£0	£0	n/a	0	45
31/03/17		£258	£179	£79	£0	£0	£0	n/a	0	0
31/03/16	*	£189	£181	£8	£0	£0	£0	n/a	0	0
31/03/15		£233	£208	£24	£0	£0	£0	n/a	0	0
31/03/14		£226	£235	£-9	£0	£0	£0	n/a	0	0
31/03/13		£168	£203	£-35	£0	£0	£0	n/a	0	0
31/03/12		£168	£203	£-35	£0	£0	£0	n/a	0	0
31/03/11		£263	£368	£-105	£0	£0	£0	n/a	0	0
31/03/10		£503	£183	£320	£7	£806	£242	15.8	3	0
31/03/09		£146	£89	£58	£0	£0	£0	n/a	0	0
31/03/08		£110	£91	£18	£0	£0	£0	n/a	0	0
31/03/07		£98	£97	£1	£0	£0	£0	n/a	0	0
31/03/06		£129	£72	£57	£0	£0	£0	n/a	0	0
31/03/05?		£77	£64	£12	£0	£0	£0	n/a	0	0
29/02/04		£68	£53	£16	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Listed activities

The Advancement Of Health Or Saving Of Lives

How it operates

Provides services

Where it operates

Throughout Wales,

Who it helps

People With Disabilities

Who works here?

Unknown number of employees
60 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

Garfield Weston Foundation	£10,000
Co-Operative Group	£3,595
Masonic Trust	£1,000

Specific Donations

Amount	When Months	To be used for
Co-Operative Group - Grant to Bracken Trust Cancer Support Centre
£3,595	22/10/2022	We would like to create a page on our website to support bereaved patients, to help them improve their mental health and wellbeing, and address issues of isolation and loneliness.
Garfield Weston Foundation - Multi-Year Grant (2 Years) award
£10,000	16/09/2022	Well Being and Community Support Services
Masonic Trust - MCF Hospice
£1,000	10/11/2021	Unrestricted funding for hospices
National Lottery Community Fund - Well Being & Community Support Services
£509,864	24/01/2019 60	Project Summary :_x000D_ Bracken Trust Limited, who deliver services to those suffering or recovering from cancer, at their base in Llandrindod Wells will develop wellbeing and community support in ....more Project Summary :_x000D_ Bracken Trust Limited, who deliver services to those suffering or recovering from cancer, at their base in Llandrindod Wells will develop wellbeing and community support in Knighton and Llanidloes. This will include a designated 'home support service' and a telephone support system 5 days a week._x000D_ What Money is for :_x000D_ The grant, over five years, will fund the salaries of three full time equivalent staff posts.
Co-Operative Group - Grant to The Bracken Trust
£2,957	29/11/2017	We want to develop a database that will allow us to maintain an electronic record of our patients and create reports on activity/well-being.
National Lottery Community Fund - Inclusive Cancer Support Strategy
£214,218	20/05/2015 35	Inclusive Cancer Support Strategy
National Lottery Community Fund - Targeted Cancer Support
£247,821	28/11/2011 36	The three year project will develop targeted complementary cancer support services to groups in Mid Wales who are currently under-represented in accessing this type of service by delivering outreach ....more The three year project will develop targeted complementary cancer support services to groups in Mid Wales who are currently under-represented in accessing this type of service by delivering outreach work and offering support to 240 individuals which includes 80 individuals from 'new audiences' being members of the farming community, men and those who are in rural isolation.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (10)

Current Trustees appointed

Gender Split

Based on 9/10 persons

Age Range of Trustees: 53-90

BARRY HICKS Appointed: 2017, Occupation: Retired

DR SIM OVIS, Occupation: Retired

DR STEPHANIE WARRICK Appointed: 2015, Occupation: Retired

FIONA BRUCE Appointed: 2023, Occupation: Complementary Therapist

HOWARD GRANT RUSSON Appointed: 2022, Occupation: Retired

LINDA CAROLINE HOWELLS Appointed: 2023, Occupation: Disability Assessor

LISA GRIFFITHS (Chair) Appointed: 2021, Occupation: Hrod Consultant

MAI ELLIS Appointed: 2006, Occupation: Retired Nurse

MAURICE LESLIE THORN Appointed: 2019, Occupation: Retired

REGINALD CAWTHORNE Appointed: 1998, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 09/12/1996, number: 1059668
Registered at Companies House on 31/05/1996, number: 03206048

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

19 returns made; AR16: 2 days late,

Recent reorganisation events:

Asset transfer in from THE LEE FOUNDATION on 21/11/2022

Main office

BRACKEN TRUST
CEFNLLYS LANE
LLANDRINDOD WELLS
LD1 5LJ

Objectives

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

Defined Area of Benefit:

NOT DEFINED

Data Sources