ASSOCIATION FOR PROJECT MANAGEMENT

Charity number: 1171112
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The charitable object of APM is advancing the science theory and practice of project and programme management for the public benefit. We are the Chartered Body for the project profession and offer membership, qualifications and wide support to project professionals.

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£16,194,102

Text alternative for this canvas graphic is in the data table below.
Donations and legacies £0
Charitable activities £15.55m
Other trading activities £520.10k
Investments £120.85k
Other £0

Total expenditure:
£15,208,669

Text alternative for this canvas graphic is in the data table below.
Raising funds £1.03m
Charitable activities £14.18m
Other £0

£390,498 investments gains (losses)

Total income includes £2,094,788 from 156 government contract(s)

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.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £1.03m
Charitable expenditure £14.18m
Retained for future use £985.43k

People

138 Employee(s)

13 Trustee(s)

761 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£60k to £70k 11
£70k to £80k 5
£80k to £90k 5
£100k to £110k 1
£150k to £200k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the 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:
  • General Charitable Purposes
  • Education/training
Who the charity helps:
  • The General Public/mankind
How the charity helps:
  • Sponsors Or Undertakes Research
  • Acts As An Umbrella Or Resource Body
Where the charity operates:
  • Throughout England And Wales
  • Hong Kong
  • Northern Ireland
  • Scotland

Governance

Registration history:
  • 13 January 2017: Standard registration
  • 21 August 2017: Funds received from 290927 ASSOCIATION FOR PROJECT MANAGEMENT
Organisation type:
Other
Other names:
  • APM (Working name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Bullying and harassment 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
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
Amy Morley Chair 18 November 2019
None on record
Lisa Martello Trustee 11 November 2024
None on record
Duncan Ross Russell Trustee 11 November 2024
North Hambleton District Scouts
Received: On time
Carolyn Jane Brown Trustee 22 July 2024
None on record
David Philip Cox Trustee 12 December 2023
None on record
Michelle Dawn Richmond MBE Trustee 12 December 2023
None on record
Jennifer Storry Trustee 13 November 2023
None on record
Marta Marjan Trustee 13 November 2023
None on record
James White Trustee 13 November 2023
None on record
Isobel French Trustee 14 November 2022
None on record
Sheilina Somani Trustee 14 November 2022
None on record
Sue Simmonite Trustee 15 November 2021
None on record
Ian Williams Trustee 15 July 2019
None on record

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £12.52m £10.14m £11.19m £13.76m £16.19m
Total expenditure £12.51m £10.91m £11.31m £14.19m £15.21m
Income from government contracts £466.57k £327.00k £1.23m £1.66m £2.09m
Income from government grants N/A £301.98k N/A N/A N/A
Income - Donations and legacies £0 £0 £0 £0 £0
Income - Other trading activities £0 £55.77k £0 £481.64k £520.10k
Income - Charitable activities £12.62m £9.75m £10.96m £13.28m £15.55m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £65.62k £35.15k £27.52k £0 £120.85k
Income - Other £0 £301.98k £198.16k £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £11.58m £10.60m £10.79m £13.25m £14.18m
Expenditure - Raising funds £927.72k £311.63k £515.83k £933.83k £1.03m
Expenditure - Governance £256.95k £237.28k £0 £258.49k £0
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £20.39k £20.37k £18.34k £0 £31.50k
Expenditure - Other £0 £0 £0 £0 £0

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.

" role="img"> Text alternative for this canvas graphic is in the data table below.
Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £1.95m £1.83m £1.53m £1.64m £2.52m
Long-term investments £3.75m £4.44m £4.78m £4.76m £5.03m
Other assets £5.09m £4.37m £4.46m £4.59m £5.03m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £4.35m £4.33m £4.26m £4.96m £5.19m

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 10 December 2024 On Time
Accounts and TAR 31 March 2024 10 December 2024 On Time Download Open in new window
Annual return 31 March 2023 29 November 2023 On Time
Accounts and TAR 31 March 2023 29 November 2023 On Time Download Open in new window
Annual return 31 March 2022 19 December 2022 On Time
Accounts and TAR 31 March 2022 19 December 2022 On Time Download Open in new window
Annual return 31 March 2021 11 January 2022 On Time
Accounts and TAR 31 March 2021 11 January 2022 On Time Download Open in new window
Annual return 31 March 2020 10 December 2020 On Time
Accounts and TAR 31 March 2020 10 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.

ROYAL CHARTER GRANTED 25 NOV 2016 NULL AS AMENDED BY SUPPLEMENTAL CHARTER DATED 12 FEB 2020 as amended by order dated 10 Jan 2022

Charitable objects

THE OBJECT OF THE ASSOCIATION IS TO ADVANCE THE SCIENCE, THEORY AND PRACTICE OF PROJECT AND PROGRAMME MANAGEMENT FOR THE PUBLIC BENEFIT.

Contact information

Address:
ASSOCIATION FOR PROJECT MANAGEMENT
IBIS HOUSE
REGENT PARK
SUMMERLEYS ROAD
PRINCES RISBOROUGH
BUCKINGH
Phone:
0845 458 1944
Email:
info@apm.org.uk
Website:

www.apm.org.uk Open in new window