Trustees’ annual report (including Directors’ report) for the period
From Period start date January 12[th] 2023 To:January 11[th] 2024 Period end date Charity name:THE JAKE McCARTHY FOUNDATION
Charity registration number:1151542
Company number:
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 & fund 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 |
Sports events usually a cycle ride but since Covid we have been unable to continue with this Petanque |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | We have always complied with the Charity Commissions advise & guidance with regard to public benefit |
Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference | ||
|---|---|---|
| Policy on grant making | Para 1.38 | We are presently looking for new research to sponsor |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | As with all of our fundraisers we could not manage them without the help of our wonderful volunteers |
Other
Achievements and performance
| 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 | Unfortunately we have found it very difficult to put into action our usual fundraisers. We are currently looking for a new research project that specifically targets Glioblastomas the deadliest of Brain tumours & the one that killed our son. |
|---|---|---|
Additional information (optional) You may choose to include further statements where relevant about:
Para 1.41 Achievements against objectives set Para 1.41 Performance of fundraising activities against objectives set Para 1.41 Investment performance against objectives Other
Financial review
| Financial review | ||
|---|---|---|
| Review of the charity’s financial position at the end of the period |
Para 1.21 | Our reserves are there to fund a new research project |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | Reserves are held to fund other projects related to our aims |
| Amount of reserves held | Para 1.22 | 213,676 |
| 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 is usually generated from our events or collection boxes held at our local shops |
|---|---|---|
| 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: for example,trust deed, memorandum and articles of association etc |
Para 1.25 | FOUNDATION |
| How is the charity constituted? |
Para 1.25 | CHARITABLE INCORPORATED ORGANISATION |
| for example limited company, unincorporated association, CIO |
||
|---|---|---|
| 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:
Para 1.51 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 Other
Reference and administrative details
| Charity name | THE JAKE McCARTHY FOUNDATION |
|---|---|
| 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 |
||||
– 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 company has taken advantage of the small companies’ exemption in preparing the report above.
The trustees declare that they have approved the trustees’ report (including directors’ report) above.
Signed on behalf of the charity’s trustees/directors
Signature(s) JOHN McCARTHY Full name(s) BARBARA McCARTHY Position (for example TRUSTEE/SECRETARY Secretary, Chair, etc) Date 10.10.2024
Declarations The company has taken advantage of the small companles. exemptlon In preparing the report abova. The trustees declare that they have approved the trustees, report (Includlng dlrectors, report) above. Signed on behalf of the charlty's trustsesldirectors Slgnature(s) Full name(s) Posltlon (for example Socretary. Chalr. etc) BARBARA MCCARTHY JOHN MCCARTHY TRUSTEEISECRETARY 04A)L . Date 10.10.2024
The Jake McCarthy Foundation Reg.Charity 1151542
Income & Expenditure accounts For The Period January 12[th] 2023 to Jan 11[th] 2024
Total income for the year
Donations 894.93 Bank interest Virgin Bank 724.83 1619.76 Surplus for the year 1619.76 Total Funds B/F 213,676.76 Total Funds C/F 215,296.52
Represented By :- Cash @ Co-operative Bank 86,294.20 Virgin Money 129,082.22
TOTAL CASH FUNDS @ 11.01.2024 215,296.52