THE BRITISH GERIATRICS SOCIETY

Charity number: 268762
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The Society aims to be the pre-eminent professional body for practitioners engaged in the specialty health care of older people. Our mission is to improve the health care of older people throughout the UK. We hold scientific meetings, publish approved papers and promote research, education and training in all aspects of geriatric medicine.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£1,789,463

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Donations and legacies £353
Charitable activities £1.66m
Other trading activities £0
Investments £117.08k
Other £12.91k

Total expenditure:
£2,064,136

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Raising funds £0
Charitable activities £1.74m
Other £322.53k

£331,318 investments gains (losses)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

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Raising funds and other expenditure £322.53k
Charitable expenditure £1.74m

People

14 Employee(s)

13 Trustee(s)

1 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 2
£80k to £90k 1
£90k to £100k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • Elderly/old People
  • Other Defined Groups
How the charity helps:
  • Makes Grants To Individuals
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Throughout England And Wales
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 23 January 1975: Standard registration
Organisation type:
Charitable company
Other names:
  • B G S (Working name)
  • BGS (Working name)
Company number:
01189776 Open in new window
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment policy and procedures
  • 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
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • 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

13 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Professor Jugdeep Kaur DHESI Chair 11 November 2022
None on record
Lyndsey DUNN Trustee 15 November 2024
None on record
Dr Amit Arora Trustee 15 November 2024
None on record
Dr Richard William Stuart BIRAM Trustee 15 February 2024
None on record
Dr Robert CASLAKE Trustee 17 November 2023
None on record
Dr Ruth Elizabeth LAW Trustee 17 November 2023
None on record
Dr Karl Robert DAVIS Trustee 17 November 2023
None on record
Dr Elizabeth Mary LAWN Trustee 17 November 2023
None on record
Dr Victoria Claire O'BRIEN Trustee 17 November 2023
None on record
Dr Julianaa RAGHU Trustee 17 November 2023
None on record
Dr Jan RITCHIE Trustee 05 June 2023
None on record
Stephanie Jane Harland Trustee 17 April 2023
THE CECILY EASTWOOD ZAMBIAN AIDS ORPHANS APPEAL
Received: On time
NICHOLAS JAMES PAHL Trustee 28 July 2022
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 £1.60m £1.16m £1.33m £1.59m £1.79m
Total expenditure £1.50m £1.13m £1.21m £1.66m £2.06m
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A
Income - Donations and legacies £1.43k £6.23k £1.26k £16.31k £353
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £1.42m £1.09m £1.24m £1.46m £1.66m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £53.23k £53.97k £84.54k £106.61k £117.08k
Income - Other £122.00k £13.41k £8.46k £11.51k £12.91k
Income - Legacies £0 £0 £0 £10.00k £0
Expenditure - Charitable activities £1.50m £1.13m £1.21m £1.66m £1.74m
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £43.22k £17.00k £14.80k £32.31k £56.70k
Expenditure - Grants institution £0 £0 £61.66k £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
Expenditure - Other £0 £0 £0 £0 £322.53k

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

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Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £804.60k £773.19k £772.19k £792.64k £839.77k
Long-term investments £3.08m £3.79m £4.06m £3.69m £3.82m
Other assets £743.91k £845.13k £1.14m £1.42m £1.18m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £459.67k £498.69k £579.42k £752.79k £632.87k

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 19 December 2024 On Time
Accounts and TAR 31 March 2024 19 December 2024 On Time Download Open in new window
Annual return 31 March 2023 02 January 2024 On Time
Accounts and TAR 31 March 2023 02 January 2024 On Time Download Open in new window
Annual return 31 March 2022 20 December 2022 On Time
Accounts and TAR 31 March 2022 20 December 2022 On Time Download Open in new window
Annual return 31 March 2021 01 December 2021 On Time
Accounts and TAR 31 March 2021 01 December 2021 On Time Download Open in new window
Annual return 31 March 2020 09 December 2020 On Time
Accounts and TAR 31 March 2020 09 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 INCORPORATED 07/11/1974 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 07/10/1977 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 16/11/1984 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 13/11/1987 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 21/10/1988 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 12/04/1996 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 09/10/1998 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 10/04/2003 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 16/10/2015 AS AMENDED BY SPECIAL RESOLUTION(S) DATED 24 NOV 2017 as amended on 17 Nov 2023

Charitable objects

THE RELIEF OF SUFFERING AND DISTRESS AMONGST THE AGED AND INFIRM BY THE IMPROVEMENT OF STANDARDS OF MEDICAL CARE FOR SUCH PERSONS, THE HOLDING OF MEETINGS AND THE PUBLICATION OF PAPERS, THE ENCOURAGEMENT OF RESEARCH ON SPECIAL PROBLEMS OF SUCH PERSONS AND THE PUBLICATION AND DISTRIBUTION OF THE RESULTS OF SUCH RESEARCH.

Area of benefit

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

NOT DEFINED

Contact information

Address:
BRITISH GERIATRICS SOCIETY
MARJORY WARREN HOUSE
31 ST. JOHN'S SQUARE
LONDON
EC1M 4DN
Phone:
02076081369
Email:
ceo@bgs.org.uk
Website:

www.bgs.org.uk Open in new window