GENERATE OPPORTUNITIES LTD

Charity number: 1069548
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

Generate promotes and advances the welfare, education, training and advancement in life of people with learning and other disabilities.

Income and expenditure

Data for financial year ending 31 March 2025

Total income:
£2,227,926

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Donations and legacies £328.02k
Charitable activities £1.90m
Other trading activities £0
Investments £303
Other £0

Total expenditure:
£2,114,881

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Raising funds £0
Charitable activities £2.11m
Other £0

£0 investments gains (losses)

Total income includes £149,064 from 167 government contract(s) and £238,915 from 4 government grant(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 £0
Charitable expenditure £2.11m
Retained for future use £113.05k

People

77 Employee(s)

4 Trustee(s)

3 Volunteer(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

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

What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • Arts/culture/heritage/science
  • Economic/community Development/employment
  • Recreation
Who the charity helps:
  • Children/young People
  • People With Disabilities
How the charity helps:
  • Provides Services
  • Provides Advocacy/advice/information
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout London

Governance

Registration history:
  • 14 May 1998: Standard registration
Organisation type:
Charitable company
Other names:
  • GENERATE (Working name)
  • GENERATE LTD (Previous name)
  • WANDSWORTH ELFRIDA RATHBONE SOCIETY LTD (Previous name)
Company number:
03461665 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 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
  • Investment
  • Paying staff
  • Risk management
  • Safeguarding policy and procedures
  • Safeguarding vulnerable beneficiaries
  • Serious incident reporting policy and procedures
  • Social media 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

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
GRACE SYLVESTER Chair 14 September 2022
None on record
Dr Robert Murphy Trustee 26 July 2023
None on record
Liz Sebag-Montefiore Trustee 09 November 2022
None on record
Caroline Threadgold Trustee 09 November 2022
None on record

Financial history

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Financial period end date

Income / Expenditure 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Total gross income £1.48m £1.41m £1.54m £1.95m £2.23m
Total expenditure £1.37m £1.67m £1.70m £1.84m £2.11m
Income from government contracts £1.19m £1.12m £1.16m £1.66m £149.06k
Income from government grants £143.00k £118.47k £55.00k £10.00k £238.92k
Income - Donations and legacies £96.69k £125.01k £179.76k £364.29k £328.02k
Income - Other trading activities £0 £0 £0 £0 £0
Income - Charitable activities £1.38m £1.29m £1.36m £1.58m £1.90m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £36 £18 £102 £84 £303
Income - Other £0 £0 £0 £0 £0
Income - Legacies £0 £0 £0 £0 £0
Expenditure - Charitable activities £1.37m £1.67m £1.70m £1.84m £2.11m
Expenditure - Raising funds £0 £0 £0 £0 £0
Expenditure - Governance £38.14k £37.94k £56.82k £0 £44.94k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £0 £0 £0 £0 £0
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.

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Asset / Liability 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Own use assets £10.30k £14.21k £15.49k £9.69k £11.64k
Long-term investments £0 £0 £0 £0 £0
Other assets £856.54k £558.75k £366.10k £498.71k £542.48k
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £229.28k £192.76k £159.51k £176.40k £109.08k

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 2025 05 January 2026 On time
Accounts and TAR 31 March 2025 05 January 2026 On time Download Open in new window
Annual return 31 March 2024 15 January 2025 On time
Accounts and TAR 31 March 2024 15 January 2025 On time Download Open in new window
Annual return 31 March 2023 30 January 2024 On time
Accounts and TAR 31 March 2023 30 January 2024 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 25 January 2022 On time
Accounts and TAR 31 March 2021 25 January 2022 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 OF ASSOCIATION INCORPORATED 6TH NOVEMBER 1997 AS AMENDED BY RESOLUTIONS DATED 31ST OCTOBER 2001, 27TH JUNE 2002 AND 24 AUGUST 2005.

Charitable objects

1. PROMOTE AND ADVANCE THE WELFARE, EDUCATION, TRAINING AND ADVANCEMENT IN LIFE OF PERSONS WITH LEARNING AND OTHER DISABILITIES (HEREINAFTER REFERRED TO AS BENEFICIARIES) SO AS TO ENSURE THAT AS FAR AS POSSIBLE THEY MAY DEVELOP AS INDIVIDUALS AND AS MEMBERS OF SOCIETY AND THAT THEIR DISABILITIES MAY BE RELIEVED. 11. PROVIDE IN THE INTERESTS OF SOCIAL WELFARE FACILITIES FOR THE RECREATION AND OTHER LEISURE TIME OCCUPATION OF BENEFICIARIES SO AS TO DEVELOP THEIR MENTAL, PHYSICAL AND SP CAPACITIES AND IMPROVE THEIR CONDITIONS OF LIFE. 111. RELIEVE POVERTY, DISTRESS AND SICKNESS AMONG BENEFICIARIES AND THEIR FAMILIES. THE EXPRESSION "LEARNING DISABILITIES" SHALL MEAN PERSONS WHO HAVE A SIGNIFICANTLY GREATER DIFFICULTY IN LEARNING THAN THE MAJORITY OF PERSONS.

Area of benefit

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

NATIONAL

Contact information

Address:
Generate
73 Summerstown
LONDON
SW170BQ
Phone:
02088796333
Email:
enquiries@generate-uk.org
Website:

www.generate-uk.org Open in new window