## **Trustees' Annual Report for the period** 

Period start date Period end date Day Month Year Day Month Year **From** 12 01 2020 **To** 11 01 2021 

## Section A                        Reference and administration details 

THE JAKE McCARTHY FOUNDATION 

**Charity name Other names charity is known by** JAKES FOUNDATION **Registered charity number (if any)** 1151542 **Charity's principal address** 144A SWITHLAND LANE ROTHLEY LEICESTER **Postcode LE7 7SF** 

**Names of the charity trustees who manage the charity** 

|1<br>2<br>3<br>4<br>5<br>6<br>7<br>8<br>9<br>10<br>11<br>12<br>13<br>14<br>15<br>16<br>17<br>18<br>19<br>20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**<br>**year **|**Name of person (or body) entitled**<br>**to appoint trustee (ifany)**|
|---|---|---|---|---|
||Barbara McCarthy|||Barbara McCarthy|
||John McCarthy|||John McCarthy|
||Josh McCarthy||||
||RoryMcCarthy||||
||John Reynolds||||
||Norman Reynolds||||
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**Names of the trustees for the charity, if any, (for example, any custodian trustees)** 

**Name Dates acted if not for whole year** 

March **2012** 

**TAR** 

1 



## **Names and addresses of advisers (Optional information)** 

**Type of adviser Name Address** 

## **Name of chief executive or names of senior staff members (Optional information)** 

## **Section B              Structure, governance and management** 

## **Description of the charity’s trusts** 

Type of governing document CHARITABLE INCORPORATED ORGANISATION (eg. trust deed, constitution) 

How the charity is constituted FOUNDATION (eg. trust, association, company) 

Trustee selection methods 

- (eg. appointed by, elected by) 

## **Additional governance issues (Optional information)** 

You **may choose** to include additional information, where relevant, about: 

- policies and procedures adopted for the induction and training of trustees; 

- the charity’s organisational structure and any wider network with which the charity works; 

- relationship with any related parties; 

- trustees’ consideration of major risks and the system and procedures to manage them. 

## **Section C                    Objectives and activities** 

**Summary of the objects of the charity set out in its governing document** 

We aim to raise funding to support vital Brain Tumour Research as this is woefully underfunded. Also, we want to raise awareness of Brain Tumours 

March **2012** 

**TAR** 

2 



This year has been like no other with a worldwide pandemic & our usual events have all been cancelled until further notice. It has been a particularly difficult time for charities especially small ones like ours where we rely on our events to raise funding for research. 

**Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)** 

**Additional details of objectives and activities (Optional information)** 

You **may choose** to include further statements, where relevant, about: 

- policy on grantmaking; 

- policy programme related investment; 

- contribution made by volunteers. 

March **2012** 

**TAR** 

3 



Section D                      Achievements and performance 

**Summary of the main** We have very little to add to this section, please see above. **achievements of the charity** However, we continue to fund our researcher at Cardiff University for a **during the year** fourth year. 

March **2012** 

**TAR** 

4 



## **Section E                    Financial review** 

**Brief statement of the** We continue to hold reserves for the continuing payments our our **charity’s policy on reserves** researcher at Cardiff University 

**Details of any funds materially in deficit** 

## **Further financial review details (Optional information)** 

You **may choose** to include Again all fundraisers are cancelled for this year. additional information, where relevant about: 

- the charity’s principal sources of funds (including any fundraising); 

- how expenditure has supported the key objectives of the charity; 

- investment policy and objectives including any ethical investment policy adopted. 

## **Section F                     Other optional information** 

## **Section G                    Declaration** 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 

**Signature(s) Full name(s)** Barbara McCarthy John McCarthy **Position (eg Secretary, Chair, etc)** Secretary Chair **Date** 30 October 2021 

March **2012** 

**TAR** 

5 



## **Section E                    Financial review** 

**Brief statement of the** We continue to hold reserves for the continuing payments our our **charity’s policy on reserves** researcher at Cardiff University 

**Details of any funds materially in deficit** 

## **Further financial review details (Optional information)** 

You **may choose** to include Again all fundraisers are cancelled for this year. additional information, where relevant about: 

- the charity’s principal sources of funds (including any fundraising); 

- how expenditure has supported the key objectives of the charity; 

- investment policy and objectives including any ethical investment policy adopted. 

## **Section F                     Other optional information** 

## **Section G                    Declaration** 

**The trustees declare that they have approved the trustees’ report above.** 

**Signed on behalf of the charity’s trustees** 

**Signature(s) Full name(s)** Barbara McCarthy John McCarthy **Position (eg Secretary, Chair, etc)** Secretary Chair **Date** 30 October 2021 

March **2012** 

**TAR** 

5 



## The Jake McCarthy Foundation Reg:Charity No:1151542 

Income & Expenditure Accounts For the period January 12[th] 2020 to January 11[th] 2021 

Total income for the year 

Donations 4,875.67 Bank interest Virgin Money 625.62 5,501.29 Negative expense Refund from University of Portsmouth 43,432.95 Less outgoings for the year 

University of Portsmouth Charity Award 56,000.00 East Mids Trains to Cardiff University 223.60 56,223.60 Deficit for the year 7289.36 Total funds B/F 261,383,09 Total funds C/F 254,093.73 - Represented by: Cash at Co-operative Bank 126,242.63 Cash at Virgin money Bank 127,851.10 Total outgoings for the year 56,223.60 Total cash funds at 11[th] January 2021 254093.73 

