GENESIS RESEARCH TRUST

Charity number: 292518
Removed charity

Charity overview

Activities - how the charity spends its money

To foster and promote research into the causes, prevention, diagnosis and treatment of clinical problems associated with childbearing, fertility, fetal and maternal diseases and disorders. This includes basic biomedical research, hospital-based clinical research and large scale studies of public health.

Income and expenditure

Data for financial year ending 31 July 2017

Total income:
£1,321,499

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Donations and legacies £402.45k
Charitable activities £597.83k
Other trading activities £199.85k
Investments £121.37k
Other £0

Total expenditure:
£1,665,510

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Raising funds £0
Charitable activities £1.44m
Other £0

£372,310 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 £226.14k
Charitable expenditure £1.44m

Fundraising

This charity raises funds from the public but does not work with commercial participators.

Trading

This charity does not have any trading subsidiaries.

Trustee payments

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

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • Children/young People
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Organisations
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 11 September 1985: Standard registration
  • 09 February 2019: Removed (Amalgamated)
  • 09 February 2019: Funds transferred to 1179130 GENESIS RESEARCH TRUST
Organisation type:
Other
Other names:
  • GENESIS RESEARCH TRUST (Working name)
  • THE INSTITUTE OF OBSTETRICS AND GYNAECOLOGY TRUST (Previous name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Investment
  • Paying staff
  • Risk management
Land and property:
This charity does not own and/or lease land or property

Financial history

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Financial period end date

Income / Expenditure 31/07/2013 31/07/2014 31/07/2015 31/07/2016 31/07/2017
Total gross income £1.20m £1.22m £1.44m £1.39m £1.32m
Total expenditure £1.43m £1.61m £1.50m £1.64m £1.67m
Income from government contracts N/A N/A £0 £0 £0
Income from government grants N/A N/A £0 £0 £0
Income - Donations and legacies £153.41k £213.43k £269.50k £364.22k £402.45k
Income - Other trading activities £436.03k £340.76k £514.95k £255.31k £199.85k
Income - Charitable activities £489.93k £550.89k £529.50k £647.42k £597.83k
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £118.71k £118.41k £127.56k £123.26k £121.37k
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £1.07m £1.36m £1.18m £1.40m £1.44m
Expenditure - Raising funds N/A N/A N/A £245.00k £226.14k
Expenditure - Governance £9.55k £10.95k £10.30k £295.61k £61.90k
Expenditure - Grants institution £0 £0 £0 £927.93k £728.64k
Expenditure - Investment management £20.39k £29.55k £32.25k £29.25k £34.25k
Expenditure - Other £109.63k £104.20k £118.30k £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.

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Asset / Liability 31/07/2013 31/07/2014 31/07/2015 31/07/2016 31/07/2017
Own use assets £0 £0 £0 £0 £0
Long-term investments £3.68m £4.27m £4.58m £4.59m £4.82m
Other assets £1.63m £892.24k £768.81k £638.51k £448.09k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £895.54k £1.00m £923.94k £615.44k £630.41k

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 July 2018 Not submitted
Accounts and TAR 31 July 2018 Not submitted
Annual return 31 July 2017 10 May 2018 On Time
Accounts and TAR 31 July 2017 10 May 2018 On Time
Annual return 31 July 2016 25 May 2017 On Time
Accounts and TAR 31 July 2016 25 May 2017 On Time
Annual return 31 July 2015 07 March 2016 On Time
Accounts and TAR 31 July 2015

(These accounts
have been qualified)

07 March 2016 On Time

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.

DECLARATION OF TRUST DATED 07/08/1985 AS AMENDED BY RESOLUTION DATED 07/07/2010 AS AMENDED BY RESOLUTION DATED 07/11/2013

Charitable objects

(A) TO PROMOTE BY ALL AVAILABLE MEANS THE STUDY OF HEALTHY CHILD-BEARING AND THE PREVENTION OF DISEASES PECULIAR TO WOMEN AND THE STUDY OF DISEASE AND PARTICULARLY (BUT WITHOUT ANY LIMITATION ON THE GENERALITY OF THIS CLAUSE) DISEASES OF WOMEN, DISORDERS OF CHILD-BEARING AND ALLIED SUBJECTS AND GENERALLY TO IMPROVE THE STANDARD OF KNOWLEDGE OF THE MEANS OF PREVENTION, DIAGNOSIS AND METHODS OF TREATMENT AND CURE OF SUCH DISEASES. (B) TO INITIATE, ENCOURAGE, SUPPORT AND CARRY OUT RESEARCH AND INVESTIGATION IN TO THE CAUSES OF SUCH DISEASES AND THE POSSIBILITIES OF PREVENTION AND ALLEVIATION OR CURE.

Area of benefit

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

NOT DEFINED