Trustees’ Annual Report for the period
From 12[Th] January 2025 Period start date To 11[Th] January 2026 Period end date
Charity name:
Charity registration number:
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 | We are currently speaking to The Brain Tumour Charity about their current Research projects as most of them concentrate on finding ways of treating Glioblastoma the deadliest form of brain tumours with a current survival rate of 15 months even after current treatment options. This is the area we concentrate our funding on as it is the tumour 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 | |
| Statement explaining the policy for holding reserves stating why they are held |
Para 1.22 | We currently hold reserves & are in talks with The Brain Tumour charity to award grants |
| Amount of reserves held | Para 1.22 | 193927.00 |
| 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 | We have found it particularly difficult in the current economic climate to organise large fundraising events but continue with smaller events & raising awareness |
| Additional information (optional) You may choose to include further statements |
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 | Only 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 for much needed Brain Tumour 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 all family & all on a voluntary 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 & John McCarthy | |||||
| John McCarthy | Chair | John & Barbara 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 |
||
| 7THSeptember 2026 | ||
| 7THSeptember 2026 |
Declarations The trustees declare that they have approved tho trustse8' raport above. Slgned on behalf of the charlty's trustees Signatur•{s) Full namo(s) Positlon (eg Secrelary* Chair, etc> BARBARA MCCA SECRETARY JOHN MCCARTHY TH 7 September 2026
The Jake McCarthy Foundation Reg.Charity 1151542 Income & Expenditure accounts For the period January 12[th] 2025 to 11[th] January 2026
Total income for the year Donations £3214.50 Bank interest Virgin Money £1666.87
No Outgoings for the Year Total Funds B/F £189045.86 Total Funds C/F £193927.23 Represented By:Co-Operative Bank £61425.87 Virgin Bank £132501.36 Total Cash Funds @ 11[th] January 2026 £193927.23