ALZHEIMER'S SOCIETY
Charity overview
Activities - how the charity spends its money
Alzheimer's Society staff and volunteers provide services to people affected by dementia, including day care and home care, support and befriending services across England, Wales, Guernsey, Isle of Man and Northern Ireland. We provide information and training, and every year we invest in research. We campaign for the rights of people with dementia and those who care for them.
Income and expenditure
Data for financial year ending 31 March 2024
Total income:
£131,362,000
| Donations and legacies | £98.29m | |
| Charitable activities | £24.35m | |
| Other trading activities | £6.54m | |
| Investments | £2.18m | |
| Other | £0 |
Total expenditure:
£138,150,000
| Raising funds | £43.87m | |
| Charitable activities | £94.28m | |
| Other | £0 |
£3,991,000 investments gains (losses)
Total income includes £22,706,000 from 211 government contract(s) and £812,000 from 6 government grant(s)
Charitable expenditure
Charitable expenditure with investment gains
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.
| Raising funds and other expenditure | £43.87m | |
| Charitable expenditure | £94.28m |
People
1818 Employee(s)
12 Trustee(s)
6163 Volunteer(s)
Employees with total benefits over £60,000
| Number of employees | |
|---|---|
| £60k to £70k | 25 |
| £70k to £80k | 27 |
| £80k to £90k | 12 |
| £90k to £100k | 8 |
| £120k to £130k | 5 |
| £150k to £200k | 1 |
Fundraising
Trading
Trustee payments
What, who, how, where
- Education/training
- The Advancement Of Health Or Saving Of Lives
- Disability
- Elderly/old People
- People With Disabilities
- Makes Grants To Organisations
- Provides Services
- Provides Advocacy/advice/information
- Sponsors Or Undertakes Research
- Throughout England And Wales
- Guernsey
- Isle Of Man
- Northern Ireland
Governance
- 23 April 1987: Standard registration
- 06 October 2014: Funds received from 279804 PAPILLON'S CHARITY
- 01 October 2018: Funds received from 256640 NEW RENASCENCE
- 02 July 2019: Funds received from 702610 THE LINCOLN SPIRITUAL ASSOCIATION
- 12 September 2019: Funds received from 1109414 THE MOORE FOUNDATION
- 17 December 2020: Funds received from 253002 MISS M L WATTS CHARITABLE SETTLEMENT OTHERWISE KNO...
- 22 June 2021: Funds received from 1088145 CEDAR COURT DAY CENTRE
- 10 February 2022: Funds received from 1146270 THE WILLIAM HILL FOUNDATION
- 23 August 2022: Funds received from 513732 THE GAINSBOROUGH CANCER CARE TRUST
- 23 February 2023: Funds received from 1078781 THE ROTARY CLUB OF BRENTWOOD BREAKFAST TRUST FUND
- 22 August 2023: Funds received from 1171727 GOLDEN YEARS LUNCH AND SOCIAL CLUB
- 11 February 2025: Funds received from 1047122 CHRISTIANS CARING
- 11 February 2025: Funds received from 1068940 COUNSELLING
- ALZHEIMER'S (Working name)
- ALZHEIMERS DEMENTIA CARE & RESEARCH (Working name)
- ALZHEIMER'S DEMENTIA CARE & RESEARCH (Working name)
- ALZHEIMER'S DISEASE SOCIETY (Previous name)
- Care Quality Commission
- Bullying and harassment policy and procedures
- Campaigns and political activity policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- 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
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
12 Trustee(s)
| Name | Role | Date of appointment | Other trusteeships | Reporting status of other trusteeships | ||||
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| Anthony Vaughan Battle | Trustee | 06 August 2024 |
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| Anthony Lobo | Trustee | 28 November 2023 |
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| Philip Richard ANDREW | Trustee | 28 November 2023 |
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| Dr Malte Dirk Guy Gerhold | Trustee | 28 November 2023 |
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| Dame Susan Catherine Leather | Trustee | 21 September 2023 |
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| Christine Maddocks | Trustee | 10 October 2022 |
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| Andrew Cornwall | Trustee | 22 September 2022 |
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| Professor Subrata Sekhar Banerjee MBE | Trustee | 17 March 2021 |
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| Susan Mary Allen OBE | Trustee | 17 March 2021 |
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| Professor Hugh McKenna CBE | Trustee | 17 September 2019 |
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| Caroline Elizabeth Fawcett | Trustee | 21 March 2019 |
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| Andrew Patrick Lynch | Trustee | 21 March 2019 |
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Financial history
Financial period end date
| Income / Expenditure | 31/03/2020 | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | ||
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Total gross income | £113.89m | £111.12m | £116.54m | £118.06m | £131.36m | |
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Total expenditure | £113.25m | £87.07m | £91.92m | £121.29m | £138.15m | |
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Income from government contracts | £24.50m | £22.29m | £21.04m | £23.31m | £22.71m | |
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Income from government grants | £281.00k | £1.35m | £353.00k | £2.24m | £812.00k | |
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Income - Donations and legacies | £82.84m | £82.27m | £88.98m | £87.66m | £98.29m | |
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Income - Other trading activities | £5.15m | £3.52m | £4.28m | £4.46m | £6.54m | |
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Income - Charitable activities | £25.02m | £24.59m | £22.42m | £24.94m | £24.35m | |
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Income - Endowments | £0 | £0 | £0 | £0 | £0 | |
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Income - Investment | £888.00k | £730.00k | £659.00k | £988.00k | £2.18m | |
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Income - Other | £0 | £0 | £194.00k | £7.00k | £0 | |
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Income - Legacies | £28.82m | £27.84m | £38.74m | £39.33m | £39.44m | |
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Expenditure - Charitable activities | £81.12m | £63.74m | £62.44m | £82.42m | £94.28m | |
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Expenditure - Raising funds | £32.13m | £23.33m | £29.49m | £38.87m | £43.87m | |
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Expenditure - Governance | £501.00k | £262.00k | £437.00k | £1.08m | £1.31m | |
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Expenditure - Grants institution | £6.47m | £5.42m | £7.06m | £14.36m | £16.00m | |
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Expenditure - Investment management | £277.42k | £0 | £364.00k | £367.00k | £227.00k | |
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Expenditure - Other | £0 | £0 | £0 | £0 | £0 |
Assets and liabilities
Definitions for assets and liabilities
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 InvestmentsInvestments 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.
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 liabilityThis is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.
Total liabilitiesThese 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.
| Asset / Liability | 31/03/2020 | 31/03/2021 | 31/03/2022 | 31/03/2023 | 31/03/2024 | ||
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Own use assets | £3.63m | £16.28m | £1.64m | £1.33m | £1.17m | |
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Long-term investments | £38.19m | £49.85m | £59.23m | £55.02m | £56.77m | |
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Other assets | £26.39m | £42.08m | £66.27m | £72.56m | £74.18m | |
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Defined benefit pension scheme asset or liability | £0 | £0 | £0 | £0 | £0 | |
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Total liabilities | £36.39m | £41.51m | £33.75m | £43.44m | £49.45m |
Accounts and annual returns
| Title | Reporting year | Date received | Received | Download |
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| Annual return | 31 March 2024 | 04 November 2024 | On Time | |
| Accounts and TAR | 31 March 2024 | 04 November 2024 | On Time | Download Open in new window |
| Annual return | 31 March 2023 | 23 November 2023 | On Time | |
| Accounts and TAR | 31 March 2023 | 23 November 2023 | On Time | Download Open in new window |
| Annual return | 31 March 2022 | 25 January 2023 | On Time | |
| Accounts and TAR | 31 March 2022 | 25 January 2023 | On Time | Download Open in new window |
| Annual return | 31 March 2021 | 18 October 2021 | On Time | |
| Accounts and TAR | 31 March 2021 | 18 October 2021 | On Time | Download Open in new window |
| Annual return | 31 March 2020 | 18 December 2020 | On Time | |
| Accounts and TAR | 31 March 2020 | 18 December 2020 | On Time | Download Open in new window |