## **Trustees’ Annual Report for the period**
**From 12.01.2021 Period start date To 11.01.2022 Period end date**
## **Charity name: THE JAKE McCARTHY FOUNDATION**
## **Charity registration number: 1151542**
## **Objectives and Activities**
||SORP reference||
|---|---|---|
|Summary of the purposes of
the charity as set out in its
governing document|Para 1.17|**To raise awareness of brain tumours &**
**raise funds to support vital research**|
|Summary of the main
activities in relation to those
purposes for the public
benefit, in particular, the
activities, projects or services
identified in the accounts.|Para 1.17 and
1.19|**Our usual fundraisers like our annual**
**bike ride & summer fares & Xmas stalls**
**have all been cancelled again this year**
**due to Covid-19**|
|Statement confirming
whether the trustees have
had regard to the guidance
issued by the Charity
Commission on public
benefit|Para 1.18|**As always we follow guidance from the**
**Charity Commission & have been unable**
**to carry out our usual activities in a safe**
**manner due to Covid**|
## **Additional information (optional)** You may choose to include further statements where relevant about:
||SORP reference||
|---|---|---|
|Policy on grant making|Para 1.38|**We continue to sponsor our researcher**
**whose Glioblastoma brain tumour**
**research has now been moved to Cardiff**
**University**|
|Policy on social investment
including program related
investment|Para 1.38||
|Contribution made by
volunteers|Para 1.38|**We have had no events this year so have**
**not called upon our usual bank of**
**volunteers.**|
|Other|||
## **Achievements and Performance**
||SORP reference||
|---|---|---|
|Summary of the main
achievements of the charity,
identifying the difference the
charity’s work has made to
the circumstances of its
beneficiaries and any wider
benefits to society as a
whole.|Para 1.20|**As a small charity it has been difficult to**
**generate much funding over the 12**
**months 2021-2022 as we were still in the**
**shadow of the Covid-19 pandemic. We**
**have continued to support our brain**
**tumour researcher who is still submitting**
**a number of papers looking at**
**‘Developing a high throughput 3D all**
**human in-vitro model of in the brain**
**micro environment for screening re-**
**purposed drugs & re-formulated drugs**
**for the treatment of Glioblastoma’ This is**
**the deadliest form of Brain Tumour we**
**hope our researcher could help the**
**public in the long term by finding ways of**
**treating this very aggressive type of**
**tumour & the type that killed our son.**|
## **Additional information (optional)** You may choose to include further statements where relevant about:
|Achievements against
objectives set|Para 1.41||
|---|---|---|
|Performance of fundraising
activities against objectives
set|Para 1.41||
|Investment performance
against objectives|Para 1.41||
|Other|||
## **Financial Review**
|**Financial Review**|||
|---|---|---|
|Review of the charity’s
financial position at the end
of the period|Para 1.21|**The reserves we hold are to cover our**
**research project going forward.**|
|Statement explaining the
policy for holding reserves
stating why they are held|Para 1.22|**Reserves held for continued payment of**
**our researcher at Cardiff University**
**extending the project form 3 to 4 years.**|
|Amount of reserves held|Para 1.22|**210400.00**|
|Reasons for holding zero
reserves|Para 1.22||
|Details of fund materially in
deficit|Para 1.24||
|Explanation of any
uncertainties about the
charity continuing as a going
concern|Para 1.23||
## **Additional information (optional)** You may choose to include further statements where relevant about:
|The charity’s principal
sources of funds (including
any fundraising)|Para 1.47|**Our principal source of fundraising**
**usually comes from our events, but**
**unfortunately this year we have been**
**unable to carry out large events.**|
|---|---|---|
|Investment policy and
objectives including any
social investment policy
adopted|Para 1.46||
|A description of the principal
risks facing the charity|Para 1.46||
|Other|||
## **Structure, Governance and Management**
|Description of charity’s
trusts:|||
|---|---|---|
|Type of governing document
(trust deed, royal charter)|Para 1.25|**FOUNDATION**|
|How is the charity
constituted?
(e.g unincorporated
association, CIO)|Para 1.25|**CHARITABLE INCORPORATED**
**ORGANISATION**|
|Trustee selection methods
including details of any
constitutional provisions e.g.
election to post or name of
any person or body entitled
to appoint one or more
trustees|Para 1.25|**JOHN & BARBARA McCARTHY**|
## **Additional information (optional)** You may choose to include further statements where relevant about:
|Policies and procedures
adopted for the induction and
training of trustees|Para 1.51||
|---|---|---|
|The charity’s organisational
structure and any wider
network with which the
charity works|Para 1.51||
|Relationship with any related
parties|Para 1.51||
|Other|||
## **Reference and Administrative details**
|Charity name|THE JAKE McCARTHY FOUNDTAION|
|---|---|
|Other name the charity uses|JAKES FOUNDATION|
|Registered charity number|1151542|
|Charity’s principal address|144A SWITHLAND LANE
ROTHLEY
LEICESTER
LE7 7SF|
|||
## **Names of the charity trustees who manage the charity**
|1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20|**Trustee name**|**Office (if any)**|**Dates acted if not for whole**
**year**|**Name of person (or body) entitled**
**to appoint trustee(if any)**|
|---|---|---|---|---|
||JOHN McCARTHY|||JOHN McCARTHY|
||BARBARA
McCARTHY|||BARBARA McCARTHY|
||JOSH McCARTHY||||
||RORY McCARTHY||||
||JOHN REYNOLDS||||
||NORMAN
REYNOLDS||||
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– Corporate trustees names of the directors at the date the report was approved
**Director name**
Name of trustees holding title to property belonging to the charity
**Trustee name Dates acted if not for whole year**
## **Funds held as custodian trustees on behalf of others**
Description of the assets held in this capacity Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects Details of arrangements for safe custody and segregation of such assets from the charity’s own assets
## **Additional information (optional)**
## **Names and addresses of advisers (Optional information)**
|**Type of**|**Name**|**Address**|
|---|---|---|
|**adviser**|||
## **Name of chief executive or names of senior staff members (Optional information)**
## **Exemptions from disclosure**
Reason for non-disclosure of key personnel details
## **Other optional information**
## **Declarations**
**The trustees declare that they have approved the trustees’ report above.**
**Signed on behalf of the charity’s trustees**
|**Signature(s)**
**Full name(s)**
**Position (eg Secretary,**
**Chair, etc)**
**Date**|||
|---|---|---|
||BARBARA McCARTHY|JOHN McCARTHY|
||
SECRETARY||
||4 NOVEMBER 2022||
||4 NOVEMBER 2022||
Declarations
The trustees declare that Ihey have approved the Irustees, report above.
Signed on behalf of the charity's trustees
Slgnature{sl
71'C
Full name{sl
Position (eg Secretary,
Chair, et¢)
BARBARA MCCARTHY
JOHN MCCARTHY
SECRETARY
Date
4 NOVEMBER 2022
The Jake McCarthy Foundation Reg: Charity No.1151542
|Income & Expenditure Accounts||
|---|---|
|For the period January 12th2021 to January 11th2022||
|Total income for the year||
|Donations|6651.46|
|Bank interest Virgin Money|169.77|
||6821.23|
|Less outgoings for the year||
|Cardiff University Research project|19577.90|
|Brain Tumour Org.The Big Give|5000.00|
|Cardiff University Research project|25953.47|
|Total|50531.37|
|Deficit for the year|43710.14|
|Total Funds B/F
|254093.73|
|Total Funds C/F|210383.59|
|Represented by:-||
|Cash @ Co-Op Bank|82362.72|
|Cash @ Virgin Money|128020.87|
|Total|210383.59|
|Total Outgoings|50531.37|
|TOTAL CASH FUNDS @11.01.2022|210383.59|