Trustees’ Annual Report for the period
From 12[th] January 2024 Period start date To 11[th] January 2025 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 help fund research & raise awareness of Brain Tumours |
| 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 |
Social media, fundraising activities |
| Statement confirming whether the trustees have had regard to the guidance issued by the Charity Commission on public benefit |
Para 1.18 | Yes all of our fundraising activities are aimed at ensuring awareness of this disease for 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 have developed a relationship with the largest brain tumour charity in the UK The Brain Tumour Charity & are now partnering on the more relevant areas of Research which is Glioblastoma the deadliest of all brain tumours |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | Volunteers are our only source of fundraising at present, their contributions are invaluable |
| 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 | With our latest grant to the Brain Tumour Charity to fund a project ‘reprogramming immune cells to increase treatment options for glioma patients’, ultimately hoping to find better cures to help patients with this deadly disease. |
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 | |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We are currently holding reserves while we find the best projects to grant awards |
| Amount of reserves held | Para 1.22 | 189000 |
| 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 | Since Covid It has been very difficult to carry out our usual fundraising events. We were very reliant on our local community & this seems to have affected our ability to get back to where we were pre Covid |
Additional information (optional) You may choose to include further statements where relevant about: Totally fundraising & donations The charity’s principal sources of funds (including Para 1.47 any fundraising) Investment policy and objectives including any Para 1.46 social investment policy adopted
| The charity’s principal sources of funds (including any fundraising) |
Para 1.47 | Totally fundraising & donations |
|---|---|---|
| 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: |
Providing grants to enable research | |
|---|---|---|
| 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 | 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 | Our trustees are totally family & all on a volunteer basis |
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 | N/A |
|---|---|---|
| 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 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 |
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) | Office (if any) | Dates acted if not for whole year |
Dates acted if not for whole year |
Name of person (or body) entitled to appoint trustee (if any) |
|---|---|---|---|---|---|---|---|
| Barbara McCarthy | Trustee/secretary | Barbara McCarthy | |||||
| John McCarthy | Chair | John McCarthy | |||||
| Josh McCarthy | Trustee | ||||||
| John Reynolds | Trustee | ||||||
| Norman Reynolds | Trustee | ||||||
| Corporate trustees–names of the directors at the date the report was approved Director name |
|||||||
| 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 |
N/A |
|---|---|
| Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian charity’s objects |
N/A |
| Details of arrangements for safe custody and segregation of such assets from the charity’s own assets |
N/A |
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 |
||
| 24 OCTOBER 2025 | ||
| 24 OCTOBER 2025 |
Declarations The trustees declare that they have approved the trustees, report above. Signed on behalf of the charity's trustees Slgnature{s) Full name(s) Position (eg Secretary, Chair, etc) BARBARkM SECRETARY HY JOHN MCCARTHY Date 24 OCTOBER 2025
THE JAKE McCARTHY FOUNDATION REG.CHARITY 1151542
| Income & Expenditure Accounts | |
|---|---|
| For the period January 12th2024 to 11th | January 2025 |
| Total income for the year | |
| Donations | 2997.17 |
| Bank interest Virgin Bank | 1752.27 |
| 4749.44 | |
| Less outgoings for the year | |
| Brain Tumour Charity research Award | 30,000.00 |
| Dotwall new Website | 1000.00 |
| 31,000.00 | |
| TOTAL FUNDS B/F | 215,296.42 |
| TOTAL FUNDS C/F | 189,045.86 |
| Represented By:- | |
| Co-Operative Bank | 58,211.37 |
| Virgin Bank | 130,834.49 |
| TOTAL CASH FUNDS @ 11.01.2025 | 189,045.86 |