## **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<br>the charity as set out in its<br>governing document|Para 1.17|**To help fund research & raise awareness**<br>**of Brain Tumours**|
|Summary of the main<br>activities in relation to those<br>purposes for the public<br>benefit, in particular, the<br>activities, projects or services<br>identified in the accounts.|Para 1.17 and<br>1.19|**Social media, fundraising activities**|
|Statement confirming<br>whether the trustees have<br>had regard to the guidance<br>issued by the Charity<br>Commission on public<br>benefit|Para 1.18|**Yes all of our fundraising activities are**<br>**aimed at ensuring awareness of this**<br>**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**<br>**the largest brain tumour charity in the UK**<br>**The Brain Tumour Charity & are now**<br>**partnering on the more relevant areas of**<br>**Research which is Glioblastoma the**<br>**deadliest of all brain tumours**|
|Policy on social investment<br>including program related<br>investment|Para 1.38||
|Contribution made by<br>volunteers|Para 1.38|**Volunteers are our only source of**<br>**fundraising at present, their contributions**<br>**are invaluable**|
|Other|||





## **Achievements and Performance** 

||SORP reference||
|---|---|---|
|Summary of the main<br>achievements of the charity,<br>identifying the difference the<br>charity’s work has made to<br>the circumstances of its<br>beneficiaries and any wider<br>benefits to society as a<br>whole.|Para 1.20|**With our latest grant to the Brain Tumour**<br>**Charity to fund a project ‘reprogramming**<br>**immune cells to increase treatment**<br>**options for glioma patients’, ultimately**<br>**hoping to find better cures to help**<br>**patients with this deadly disease.**|



## **Additional information (optional)** You may choose to include further statements where relevant about: 

||||
|---|---|---|
|Achievements against<br>objectives set|Para 1.41||
|Performance of fundraising<br>activities against objectives<br>set|Para 1.41||
|Investment performance<br>against objectives|Para 1.41||
|Other|||





## **Financial Review** 

|**Financial Review**|||
|---|---|---|
|Review of the charity’s<br>financial position at the end<br>of the period|Para 1.21||
|Statement explaining the<br>policy for holding reserves<br>stating why they are held|Para 1.22|**We are currently holding reserves while**<br>**we find the best projects to grant awards**|
|Amount of reserves held|Para 1.22|**189000**|
|Reasons for holding zero<br>reserves|Para 1.22||
|Details of fund materially in<br>deficit|Para 1.24||
|Explanation of any<br>uncertainties about the<br>charity continuing as a going<br>concern|Para 1.23|**Since Covid It has been very difficult to**<br>**carry out our usual fundraising events.**<br>**We were very reliant on our local**<br>**community & this seems to have affected**<br>**our ability to get back to where we were**<br>**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<br>sources of funds (including<br>any fundraising)|Para 1.47|**Totally fundraising & donations**|
|---|---|---|
|Investment policy and<br>objectives including any<br>social investment policy<br>adopted|Para 1.46||
|A description of the principal<br>risks facing the charity|Para 1.46||
|Other|||





## **Structure, Governance and Management** 

|Description of charity’s<br>trusts:||**Providing grants to enable research**|
|---|---|---|
|Type of governing document<br>(trust deed, royal charter)|Para 1.25|**Foundation**|
|How is the charity<br>constituted?<br>(e.g unincorporated<br>association, CIO)|Para 1.25|**CIO**|
|Trustee selection methods<br>including details of any<br>constitutional provisions e.g.<br>election to post or name of<br>any person or body entitled<br>to appoint one or more<br>trustees|Para 1.25|**Our trustees are totally family & all on a**<br>**volunteer basis**|



**Additional information (optional)** You may choose to include further statements where relevant about: 

|Policies and procedures<br>adopted for the induction and<br>training of trustees|Para 1.51|**N/A**|
|---|---|---|
|The charity’s organisational<br>structure and any wider<br>network with which the<br>charity works|Para 1.51||
|Relationship with any related<br>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<br>Rothley<br>Leicester<br>LE7 7SF|
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**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<br> <br>|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<br> <br>|**Trustee name**|**Office (if any)**|**Office (if any)**|**Dates acted if not for whole**<br>**year**|**Dates acted if not for whole**<br>**year**|**Name of person (or body) entitled**<br>**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|||||
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|||Corporate trustees–names of the directors at the date the report was approved<br>**Director name**||||||
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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<br>held in this capacity|N/A|
|---|---|
|Name and objects of the<br>charity on whose behalf the<br>assets are held and how this<br>falls within the custodian<br>charity’s objects|N/A|
|Details of arrangements for<br>safe custody and<br>segregation of such assets<br>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)**<br>**Full name(s)**<br>**Position (eg Secretary,**<br>**Chair, etc)**<br>**Date**|||
|---|---|---|
||BARBARA McCARTHY|JOHN McCARTHY|
||<br>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|<br>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|



