Finance Score: -3

Governance Score: 9

Support Score: 8

Poor Liquidity: -1
Multiple Deficits: -2

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +8

Overall GiG Score: 14

GENERATE OPPORTUNITIES LTD

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

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

This charity is not recognised by HMRC for Gift Aid according to its latest published return
Over half the Board have joined recently

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
On several occasions in recent years income has been less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£1,543	£1,701	£-158	£0	£222	£173	1.2	61	1
31/03/22		£1,414	£1,672	£-257	£0	£380	£372	2.7	64	1
31/03/21		£1,481	£1,370	£111	£0	£638	£618	5.4	58	5
31/03/20		£1,585	£1,565	£20	£0	£527	£521	4	64	3
31/03/19		£1,598	£1,516	£82	£0	£507	£507	4	62	3
31/03/18	*	£1,299	£1,321	£-23	£0	£425	£425	3.9	63	0
31/03/17		£1,208	£1,264	£-56	£0	£448	£448	4.3	64	0
31/03/16		£1,179	£1,241	£-62	£0	£504	£496	4.8	61	0
31/03/15		£1,296	£1,394	£-98	£15	£566	£561	4.8	66	0
31/03/14	*	£1,246	£1,187	£60	£16	£663	£663	6.7	73	0
31/03/13		£1,344	£1,234	£109	£14	£603	£603	5.9	71	0
31/03/12		£1,392	£1,228	£164	£15	£494	£492	4.8	66	0
31/03/11		£1,340	£1,299	£41	£15	£330	£330	3.1	63	0
31/03/10		£1,285	£1,232	£53	£13	£289	£289	2.8	66	0
31/03/09	*	£1,234	£1,234	£0	£14	£244	£244	2.4	64	0
31/03/08		£1,262	£1,234	£28	£15	£244	£244	2.4	69	0
31/03/07	*	£1,267	£1,231	£35	£20	£216	£212	2.1	36	0
31/03/06	*	£1,298	£1,276	£22	£0	£0	£0	n/a	0	0
31/03/05	*	£1,154	£1,142	£12	£0	£0	£0	n/a	0	0
31/03/04		£1,042	£1,045	£-3	£0	£0	£0	n/a	0	0

Show more rows -->

Show financials table -->

Download accounts

Financial Ratios

Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 42%
Liabilities/Income: 10%
Unrestricted Funds/Total Funds: 78%
Reserves/Spending: 1.2 months
Net Current Assets/Spending: 1 months
Quick Ratio: 0.3

Asset Split ?

Established: 26 years

www.generate-uk.org

enquiries@generate-uk.org

02088796333

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Disability
Economic/Community Development/Employment
Education/Training
Recreation
The Advancement Of Health Or Saving Of Lives

GiG Classification

Services for people with disabilities

How it operates

Provides advocacy/advice/information
Provides services
Sponsors or undertakes research

Where it operates

Throughout London,

Who it helps

Children/Young People
People With Disabilities

Who works here?

61 employees
1 volunteer

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

National Lottery Community Fund	£229,148
City Bridge Trust	£161,100
BBC Children in Need	£30,000
National Lottery Heritage Fund	£9,900

Specific Donations

Amount	When Months	To be used for
National Lottery Heritage Fund - Grant to Generate Opportuniites Ltd
£9,900	15/12/2022	Generate 50th Anniversary Project
National Lottery Community Fund - Social Opportunities
£9,950	16/09/2022	The funding will be used to plan and deliver a series of activities and events for adults living with learning disabilities which will include festivals boat trips and meals out. The project aims to ....more The funding will be used to plan and deliver a series of activities and events for adults living with learning disabilities which will include festivals boat trips and meals out. The project aims to reduce social exclusion and isolation improved healthy living confidence and independence.
National Lottery Community Fund - Inclusion and Engagement Department
£219,198	24/03/2022	The project is using funding towards the costs of advocacy and inclusion work for people with learning disabilities in Wandsworth. Activities includes cookery and dance arts and music sessions a ....more The project is using funding towards the costs of advocacy and inclusion work for people with learning disabilities in Wandsworth. Activities includes cookery and dance arts and music sessions a football club who participate in the disability league championships and a whole range of sports including basketball aerobics yoga and cycling. The project aims to empower people with learning disabilities to live their lives to the fullest through youth activities socials employment support advocacy outreach and skills training.
City Bridge Trust - Grant to Generate Opportunities Ltd
£43,600	22/02/2021	£43,600 over 12 months to employ two part-time Volunteer Coordinators (£24,335 for two positions at 15 hours a week) with additional budget allocated to IT equipment, volunteer expenses and ....more £43,600 over 12 months to employ two part-time Volunteer Coordinators (£24,335 for two positions at 15 hours a week) with additional budget allocated to IT equipment, volunteer expenses and additional core costs.
The London Community Foundation - Grant to Generate
£4,874	15/12/2020 13	First want to provide Christmas dinners throughout December for all our members these celebrations be smaller in numbers than usual. We want to provide Christmas hampers and food for people that will ....more First want to provide Christmas dinners throughout December for all our members these celebrations be smaller in numbers than usual. We want to provide Christmas hampers and food for people that will be home alone for Christmas, new year it would also be nice to give them a gift to open
BBC Children in Need - Grant to Generate - Opportunities Ltd
£30,000	28/05/2020 36	This project will deliver youth services and residential breaks for disabled children and young people. The activities will improve confidence, independence and mental and physical health. ....more This project will deliver youth services and residential breaks for disabled children and young people. The activities will improve confidence, independence and mental and physical health.
City Bridge Trust - Grant to Generate Opportunities Ltd
£117,500	26/03/2020 36	£117,500 over three years (£38,500, £39,000, £40,000) towards the salaries of two Generate Voices Co-ordinators (15HPW each, one Co-ordinator to have lived experience of a learning disability) ....more £117,500 over three years (£38,500, £39,000, £40,000) towards the salaries of two Generate Voices Co-ordinators (15HPW each, one Co-ordinator to have lived experience of a learning disability) and associated project running costs.
BBC Children in Need - Grant to Generate - Opportunities Ltd
£29,958	10/05/2017 36	Three UK residential trips during summer holidays and half term for children living in Wandsworth with a learning disability or on the autistic spectrum. The project will improve participant’s ....more Three UK residential trips during summer holidays and half term for children living in Wandsworth with a learning disability or on the autistic spectrum. The project will improve participant’s confidence, level of independence and physical health.

Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (5)

Current Trustees appointed

Gender Split

Age Range of Trustees: 30-63

CAROLINE THREADGOLD Appointed: 2022, Occupation: Company Director

DR ROBERT MURPHY Appointed: 2023, Occupation: Retired

LIZ SEBAG-MONTEFIORE Appointed: 2022, Occupation: Company Director

GRACE SYLVESTER (Chair) Appointed: 2022, Occupation: Company Director (Retired)

SCOTT COULDRIDGE Appointed: 2018, Occupation: Director

Legal constitution

Charitable company registered in England & Wales on 14/05/1998, number: 1069548
Registered at Companies House on 06/11/1997, number: 03461665

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

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
Volunteer management

Filing Record

20 returns made; AR18: 28 days late, AR14: 1 days late, AR09: 103 days late, AR07: 113 days late, AR06: 2 days late, AR05: 2 days late,

Main office

Generate
73 Summerstown
LONDON
SW170BQ

Objectives

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.

Defined Area of Benefit:

NATIONAL

Data Sources