
## **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<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|We are currently speaking to The Brain<br>Tumour Charity about their current Research<br>projects as most of them concentrate on<br>finding ways of treating Glioblastoma the<br>deadliest form of brain tumours with a<br>current survival rate of 15 months even after<br>current treatment options. This is the area<br>we concentrate our funding on as it is the<br>tumour that killed our son.|



## **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 currently hold reserves & are in talks<br>with The Brain Tumour charity to award<br>grants|
|Amount of reserves held|Para 1.22|193927.00|
|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|We have found it particularly difficult in the<br>current economic climate to organise large<br>fundraising events but continue with smaller<br>events & raising awareness|



|**Additional information (optional)**<br>You may choose to include further statements|**Additional information (optional)**<br>You may choose to include further statements|where relevant about:|
|---|---|---|
|The charity’s principal<br>sources of funds (including<br>any fundraising)|Para 1.47|Only 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 for much needed Brain<br>Tumour 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 all family & all on a<br>voluntary 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 & John McCarthy|
|||John McCarthy|Chair||||John & Barbara 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||
||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** 

