Beyond Dementia

Registered charity 1048314 · accounts filings on the Charity Commission register · also known as ALZHEIMERS SUPPORT, ALZHEIMERS SUPPORT WEST WILTS

Beyond Dementia improves the quality of life of people affected by dementia, those diagnosed, families and carers, by the provision of information, advice, practical assistance, education, community based activities giving social interaction, all promoting the wellbeing, independance, inclusion and dignity, primarily in Wiltshire. We support from pre-diagnosis throughout the dementia journey.

Objects

TO IMPROVE THE QUALITY OF LIFE AND TO RELIEVE POVERTY SICKNESS AND DISTRESS AMONG PERSONS CONSIDERED TO BE SUFFERING FROM DEMENTIA ESPECIALLY ALZHEIMERS DISEASE TOGETHER WITH FAMILIES AND CARERS AND PRIMARILY FOR PEOPLE LIVING IN WEST WILTSHIRE

Area of benefit: PRIMARILY WEST WILTSHIRE

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: The Advancement Of Health Or Saving Of Lives · The Prevention Or Relief Of Poverty · website · Get email alerts

Registered contact address: Wiltshire, South West, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves of £522,048 are below the charity's stated policy target of three to six months of general expenditure. Per the trustees' report, the charity faced significant financial pressures including a £200k loss from council funding changes and increased statutory costs, which were covered by reserves, resulting in a marginal surplus for the year.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Oakensen (Bristol) Ltd. Discloses 5 of 6 completeness components.

Year-over-year changes

• Reserves position vs the charity's own policy moved from "within" (FY2024) to "below" (FY2025).

Comparing this charity’s FY2024 and FY2025 accounts as analysed by this site.

In its annual return the charity told the Commission it is also regulated by: Care Quality Commission. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• 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

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Corporate structure

• Registered company of the charity Companies House 03082546

Public fundraising profile: JustGiving — Beyond Dementia (matched by registered charity number).

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

• apetito UK — “apetito UK l Wiltshire Farm Foods raise over £200,000 for Beyond Dementia in a 10-year partnership” (source page)
• Wiltshire Farm Foods — “apetito UK l Wiltshire Farm Foods raise over £200,000 for Beyond Dementia in a 10-year partnership” (source page)

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

• PALMER, Jane Elizabeth — director, appointed 04/12/2023on trustee list
• BESENT, Steve — director, appointed 04/12/2023on trustee list
• O'GRADY, Wendy — director, appointed 29/11/2021on trustee list
• WHITBY, Paul — director, appointed 01/11/2018on trustee list
• THEOBALD, Harry James — director, appointed 09/05/2011on trustee list
• DORE, Janet — director, appointed 07/07/2004on trustee list
• MARRIOTT, Sarah Jayne — secretary, appointed 16/09/2021

Official officers record.

Property (HM Land Registry)

2 registered titles in England and Wales held by the charity’s company or corporate body (0 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

CQC provider record: Beyond Dementia — Registered, 2 registered locations, 1 regulated activity, last inspected 25/10/2022.charity number confirmed by CQC CQC record

Public profiles (found on the charity’s own website): facebook · instagram

Structured financials (annual return, FY ending 31/03/2026)

Reported reserves equal ~2.4 months of spending — below the median for charities its size (median 4.7 months; benchmarks).

Per its annual return, cost of raising funds: 4.7% of total income — below the median for charities its size (5.3%) (benchmarks).

Care Quality Commission ratings

CQC inspection ratings for services run by a provider matching this charity’s name (matched by name; verify provider identity on CQC’s site).

• Beyond Dementia: Good (23/11/2022) · CQC record

Register events

• Received assets from another charity (07/12/2021) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Fiona Jones
• HARRY THEOBALD
• Jane Palmer
• Janet Dore
• Paul Ashley
• Paul Whitby
• Wendy O'Grady

Trustee list from the Charity Commission register (current, not historical).

Operates in: Wiltshire

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with DEMENTIA FORWARD.

• DEMENTIA FORWARD income £1.8m
• WYMONDHAM DEMENTIA SUPPORT GROUP income £33k
• DEMENTIA MATTERS IN POWYS income £102k
• DEMENTIA CONCERN income £1.0m
• TRENT DEMENTIA SERVICES DEVELOPMENT CENTRE income £64k
• BOLTON DEMENTIA SUPPORT income £175k

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.