## **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||||
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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 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