From 1[st] November 2023 To 31[st] Oct 2024
Charity name:
Charity registration number: 1180424
Objectives and Activities
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SORP
reference
Summary of the Para 1.17 Increasing the understanding and awareness of suicide risk,
purposes of the charity particularly in young professional people, with a view to
as set out in its reducing stigma and empowering individuals to speak about
governing document mental health by educating companies and individuals
through the organisation of workshops and use of training
and education materials.
Educating organisations, in the professional environment, for
the purpose of encouraging them to create the right support
structures, policies and practice to support employees with
mental health and well-being by providing workshops which
inform them of the risk of suicide and of the need for such
mental health initiatives.
Summary of the main Para 1.17 Jonathan
and 1.19
activities in relation to McCartney tragically took his own life in October 2017 at the
those purposes for the age of 35.
public benefit, in
particular, the activities, We provide expert mental health training and resources and
projects or services support research into a better understanding of suicidal
identified in the behaviour. We provide training and resources that are free of
accounts. charge at the point of delivery. We undertake the following
activities:
Raising awareness of mental health and wellbeing in
workplaces throughout the UK, with a particular focus
on the business sector concerned with intellectual
property, by researching, collating, producing and
disseminating resources and providing in-person and
video conference-based talks.
Raising awareness of mental health and wellbeing
with the chartered institutes and related organisations
for the intellectual property profession, by providing
talks, presentations and exhibitor stands at their
professional conferences and training events.
Providing expert training in the workplace to recognise
and address mental health issues in individuals,
teams and organisations by delivering workshops and
training events both in person and online.
Addressing the specific mental health challenges of
men and early career professionals by delivering talks
and delivering webinars to these groups.
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Supporting Dr S Bennett to communicate and widely
disseminate her research into the cultural and social
factors that put men at risk of suicidal despair, and the
factors that can aid men to recover a meaningful life.
Increasing engagement with, and awareness of,
mental health and wellbeing through: our website
(www.jonathansvoice.org.uk), podcasts in
collaboration with professional bodies that are
available on Spotify, articles in professional journals,
social media communications on LinkedIn
(https://www.linkedin.com/company/jonathan-s-voice/)
and on X @jonathans_voice.
We have well established processes to ensure clarity of
activity, consistency of delivery, and good governance in all
areas of work that we do and support.
Statement confirming Para 1.18 The Trustees confirm that they have adhered to the statutory
whether the trustees requirements issued by the Charity Commission relating to
have had regard to the charitable trusts and their public benefit responsibilities. They
guidance issued by the further confirm that all current and planned activities of
Charity Commission on oice are aligned with these requirements and
public benefit
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Additional information (optional) You may choose to include further statements where relevant about:
| SORP reference |
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| Policy on grant making | Para 1.38 | |
| Policy on social investment including program related investment |
Para 1.38 | |
| Contribution made by volunteers |
Para 1.38 | |
| Other |
Achievements and Performance
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SORP
reference
Summary of Introduction
Para 1.20
the main In 2023-2024 open up the
achievements conversation about mental health in the workplace and to provide
of the charity, resources to organisations and individuals in order to support good
identifying the mental health. We aim to make a positive impact by working principally
difference the in partnership with businesses and other organisations to develop a
mentally healthy environment where all may thrive. We provide all
has made to training activities and materials free at the point of delivery but
the donations to support delivery and development costs of materials are
circumstances welcomed.
of its In December 2023 we were proud to receive an award as one of
beneficiaries the most influential people in the Intellectual Property (IP) profession in
and any wider 2023 from Managing IP (a UK media group behind the publication and
benefits to analysis of IP news and information).
society as a Overall highlights are as follows:
whole. delivered general mental health awareness sessions in-person
and on-line to an estimated 1100 individuals working in firms
including five joint webinars with IP Inclusive for some 220
people
conference talks have reached some 320 delegates
longer and more in-depth bespoke line-manager training events
are consistently highly rated
initiated a program of in-
two events in London attracted over 70 attendees
The following sections give more detailed information
concerning our different areas of work.
Improving mental health in workplaces publications, talks and
related activities
Mental health awareness appears to have reached a turning
point over the past few years with people in the public eye being
prepared to talk more openly about their mental health challenges.
Whilst these stories help break down stigma and may encourage
people to seek support, in many workplaces stigma remains, and many
organisations fail to give mental wellbeing sufficient priority.
Our main goal over the year was to provide high-quality talks,
training events and webinars, supported by evidence-based resources.
These talks and webinars are designed to help individuals to better look
after their mental health and wellbeing and to equip organisations to
provide the necessary support structures. In 2023/2024, we developed
a new approach to mental health training for line managers which will
be piloted in November 2024 with a large IP firm and will form the basis
of our future training and consultation offer (details of which are on our
website https://jonathansvoice.org.uk/training-consultancy). We also
added audio content to our highly regarded Digital Guide for Paralegals,
and Business Support Staff in the Intellectual Property profession. This
ensures improved accessibility to this highly regarded online material.
We continue to be highly regarded by the professional
organisations for those who work in the Intellectual Property (IP)
profession. The Chartered Institute of Patent Attorneys (CIPA) and the
Chartered Institute of Trade Mark Attorneys (CITMA) both recognise the
quality and importance of the work that is doing. We
gave talks and/or had at several of CIPA and
CITMA organised conferences during the year.
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IP (Intellectual Property) Inclusive is an award winning network
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of intellectual property professionals working to make their professional community more equal, diverse and inclusive. This organisation recognis being the principal mental health arm of the organisation. They promoted our activities and resources via their newsletters and social media communications, and joined forces with us to deliver webinars. We also led the revision and updating of the Mental Health Hub on their website. One of our key objectives is to engage with early career professionals. In 2023/24 we gave a webinar to students at Queen Mary University London who were enrolled on postgraduate certificate courses related to intellectual property law. We also provided webinars to early career groups of the CIPA including a talk at their annual Student Conference Starting out in patents: . Practical coping strategies for adjusting to the challenges that many trainees face were presented. This session signposted the important support systems that are available. attention and understanding as men often face unique challenges and barriers when it comes to seeking support and maintaining their wellbeing in the professional realm. Another of our key objectives has been to engage in more work with this in mind. In collaboration with IP Inclusive, we organised two highly successful inhealth events with external speakers bringing expert insights. Nick Bloy of Wellbeing Republic covered topics including the barriers that exist for men in speaking up or seeking support. James McFarlane (an IP s, and also a LawCare Champion) It was encouraging that these events attracted in total over 70 attendees and we are continuing to emphasise this theme into 20242025.
The Trustees are very grateful for the generous donations from companies, groups and individual supporters that allows us to continue to offer these activities free of charge.
Raising awareness of mental health issues social media, website, blogs, podcasts, newsletters, articles in the press and in journals
Our website continues to attract a significant number of visitors. We continue to actively maintain our website and post regular blogs as well as providing links to recordings of our webinars or podcasts, our three (free to download) mental health guides and our Newsletters that are published every four months. We post blogs on our website (www.jonathansvoice.org.uk) and the content ranges from looking after yourself and looking after other people to information about recent research and reports and advertising forthcoming webinars. The charity uses social media posts about each blog to alert followers to newly uploaded blogs. The impact of the variety of blogs is that they increase knowledge and awareness of mental health issues and provide helpful and well-evidenced information and guidance for individuals and organisations.
Over the year we posted approximately 3 blogs per month and had just over 20,000 views of our posts; an average of around 600 views per blog and an increase of 25% over the previous year. Posts on the Mental Health Awareness Week theme for 2023-24 and on the national Time to Talk Day theme were especially well read. We continue to keep our social media strategy under review and in 2023-2024 focused our activities on X (formerly known as Twitter) and on LinkedIn. Our reach on LinkedIn increased significantly during the year. We now have around 820 followers on LinkedIn (an approximately 20% increase on the previous year). Posts about
forthcoming webinars or events, and new or updated resources always receive many impressions as do summaries of those events with links to recordings of webinars. On LinkedIn we made around 5-6 posts per month with an average of around 450 impressions per post; the most popular post had 1466 impressions.
On X, our number of followers was around 520 and similar to the previous year. We have had around 50 to 100 views per post, again similar to the previous year Supporting colleagues who may be struggling with loss with 224 views.
Our quarterly newsletters, distributed electronically using the Mailchimp platform, reach a wide audience of over 300 subscribers. We now also make our Newsletter available on LinkedIn to reach a wider audience. An archive of Newsletters is also made available on our website. In Newsletters, we provide information about the people who work with us, the work of the charity on mental health support, fundraising activities and updates on the progress of the research we fund. During the year we have been pleased to receive several complimentary comments about the Newsletter content.
We are often approached for comments, to write articles or take part in podcasts. Articles included: Materials World journal of the Institute of Materials (IoM3) an article on working in STEM and mental health published in March 2024. An article on how to stop procrastinating for the CITMA journal https://www.citma.org.uk/resources/citma-review-september2024-review0924.html For the World Intellectual Property Review an article on a talk at the CITMA conference https://www.worldipreview.com/diversity/cut-yourself-someslack-how-to-avoid-technostress Managing IP; an article on the importance of taking a break, https://www.managingip.com/article/2dk4dc7yyi1p46pd6xhc0/pa tents/weekly-take-why-lawyers-must-give-themselves-a-break
In the past year we have begun to make more use of podcasts and other audio material as a means of communicating about the charity and about mental health and wellbeing issues. For example, to mark World Mental Health Day on October 10th, we recorded a podcast with Managing IPs editor-in-chief, Ed Conlon. (Part of the MIP podcast series on Spotify). We also contributed to a mental health podcast, part of the Two IPs in a Pod series from CIPA (also on Spotify), on the topic of Mental Health and Qualifying Exams.
The Trustees are very grateful to the editors and journalists for assisting with these podcasts which enabled us to reach a wider audience and increase our impact.
Supporting dissemination of research Dr S Bennett
We part funded Dr. Bennett's 4-year PhD research at the University of Glasgow, exploring cultural and social factors affecting male suicide risk and recovery. Her work produced several papers in international peer-reviewed journals, with one selected as editor's choice in the prestigious Psychological Bulletin.
This year, building on this success, we funded Dr. Bennett to prepare a report to assess the need for a training resource that would share widely her findings with healthcare professionals. The recommendations show a strong demand among professionals for training that builds confidence in supporting suicidal men, and improves provision of compassionate care.
The Trustees are now assessing the feasibility of implementing the recommendations. MANUP? (registered charity number 1195085) have already begun to fund a programme of extensive free knowledge-sharing events by Dr Bennett. will explore the potential for appropriate collaborations in the future. The Trustees are proud to report that the funding from over a period of 4 years of approximately £20,000 is now having a very significant impact on landscape in the UK. Fundraising
We depend on the generous support from individuals and businesses to carry out our vital charitable work. The Trustees are especially grateful this year to the IP firm Mewburn Ellis. As part of their community programme, their inclusion and diversity collaboration group chose to support our work with a £20,000 donation for another year. We are also grateful to the firm HLK (Haseltine Lake Kempner) LLP for their continued financial support. Several fundraising activities contributed significantly to our income, including support from a group of PhD students from the University of Birmingham who
Trevelyan College, Durham through their fundraising Charity Ball, staff at HLK for raising money via the several events, staff from the firm GJE for a sponsored workout on World Suicide Prevention Day and their matching company donation.
There were many other individual fundraising efforts, and the Trustees continue to be most grateful to all those who have donated, raised money, made regular donations and supported the charity over the past 12 months.
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
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Para 1.21 Total receipts for the period 01/11/23 to 31/10/24
financial position at the end were £37,380 and total payments were £44,047; a
of the period deficit for the year of £6,667. In the last year, 77%
of our expenditure was on our charitable work, 3%
was on fundraising, 10% on administrative costs
and 10% on governance and other necessary
expenses. At 31/10/2024 the charity had reserves
and cash in the bank of £130,955 with liabilities of
£3,293. All income received in the period was
unrestricted.
Although we had a deficit for the year, our
reserves indicate a still very positive position for
the charity to be in and provide the opportunity to
continue to widen our charitable activities in the
2024-2025 charity year.
Statement explaining the Para 1.22 The Trustees aim to retain free reserves at a
policy for holding reserves minimum level sufficient to cover 6 months of
stating why they are held expenditure. This will enable the charity to protect
the continuity of its core activities during any
periods of reduced income. The level of reserves
required is therefore approximately £22,000 and
the charity currently holds free reserves
comfortably in excess of this
Amount of reserves held Para 1.22 As at 31/10/2024 the charity had reserves of
£130,955.
Reasons for holding zero Para 1.22 n/a the charity has reserves.
reserves
Details of fund materially in Para 1.24 n/a - there are no funds in deficit.
deficit
Explanation of any Para 1.23
uncertainties about the ability to continue as a going concern. The charity
charity continuing as a going incurs a low level of day-to-day costs and has
concern sufficient funds to continue to operate for at least
the next 12 months.
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Additional information (optional) You may choose to include further statements where relevant about:
| sources of funds (including any fundraising) |
Para 1.47 | The income received is from voluntary donations, from both individuals and corporate entities or charitable foundations. The income from individuals includes direct donations and fundraising carried out through participation in sponsored events of various kinds. |
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| 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 | Charitable work through face-to-face as opposed to webinar meetings and workshops has continued to increase during the 2023-2024 year. We are now operating on a hybrid basis with in person events and also events where participants join via video conferencing tools. However, we have sufficient funds available to cover the additional costs for our consultants to travel to in-person training events and workshops. |
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Structure, Governance and Management
| trusts: | ||
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| Type of governing document (trust deed,royalcharter) |
Para 1.25 | Trust Deed as its governing document. |
| How is the charity constituted? (e.g unincorporated association, CIO) |
Para 1.25 | The charity is constituted as a Charitable Trust (Unincorporated Charity) with a Trust Deed dated 18th October 2018 and entered onto the Charity Commission Register on 24th October 2018 with the number 1180424 . |
| 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 | There must be at least 5 trustees. Apart from the first trustees, every trustee must be appointed for a term of three years by a resolution of the existing trustees. Any eligible trustee may be re-appointed. |
Additional information (optional)
You may choose to include further statements where relevant about:
| Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
Additional information (optional) You may choose to include further statements where relevant about: |
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| Policies and procedures adopted for the induction and training of trustees |
Para 1.51 | |
| 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
Other name the charity uses None Registered charity number 1180424 35 Ramsay Road, Oxford, OX3 8AY
Names of the charity trustees who manage the charity
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Name of person (or
Dates acted if not for
Trustee name Office (if any) body) entitled to
whole year
appoint trustee (if any)
David Graham
1
McCartney
Valerie June
2
McCartney
David Edward Chair
3
McCartney
Eleanor Lesley Secretary
4
McCartney
5 David Cox
6 Paul Meller
7 Keven Bader
8
9
10
11
12
13
14
15
16
17
18
19
20
Corporate trustees names of the directors at the date the report was approved
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 None held in this capacity
Name and objects of the charity on whose behalf the assets are held and how this falls within the custodian Details of arrangements for safe custody and segregation of such assets f
Additional information (optional)
Names and addresses of advisers (Optional information)
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Type of Name Address
adviser
Mental health Ms Penelope 21 Forrest Avenue, Huddersfield, HD1 4PL
consultant Aspinall
Mental health Dr Katie Longmeadow, Vernham Dean, Hampshire, SP11 0JY
trainer Behrens
Mental health Ms Barbara 23 Ravenscliffe Road, Calverley, Leeds LS28 5RZ
trainer Lawton
Mental health Mr Mark Fudge 48, Ravenscliffe Road, Kidsgrove, Staffordshire, ST7
trainer 4HX
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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
Signed
Signature(s) David Graham McCartney Full name(s) Valerie June McCartney Position (eg Secretary, Trustee Trustee Chair, etc) Date 21st May 2025
for the year ended 31 October 2024
(the charity) for the year ended 31 October 2024.
Responsibilities and basis of report
As the trustees of the charity you are responsible for the preparation of the
I report in respect of my examination of the charity accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.
I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:
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accounting records were not kept in respect of the charity as required by section 130 of the Act; or
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the accounts do not accord with those records.
I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.
07/07/2025 Signed ____ Date _______ , FCIE Employee of Community Accounting Plus
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Jonathan's Voice 1180424
Receipts and payments accounts CC16a
For the period 01-Nov-23 31-Oct-24
To
from
Section A Receipts and payments
Unrestricted Restricted Endowment
Total funds Last year
funds funds funds
to the nearest £ to the nearest £ to the nearest £ to the nearest £ to the nearest £
A1 Receipts
Voluntary receipts: Other 32,228 - - 32,228 44,266
Charitable activities 3,420 - - 3,420 4,334
Interest 1,732 - - 1,732 719
Sub total (Gross income for
AR) [ 37,380] - - 37,380 49,319
A2 Asset and investment sales,
(see table).
- - - - -
- - - - -
Sub total - - - - -
Total receipts 37,380 - - 37,380 49,319
A3 Payments
Costs of generating voluntary receipts 961 - - 961 845
Costs of charitable activities 35,434 - - 35,434 41,013
Governance & support costs 7,652 - - 7,652 4,786
- - - - -
- - - - -
Sub total [ 44,047] - - 44,047 46,644
A4 Asset and investment
purchases, (see table)
- - - - -
- - - - -
Sub total [ -] - - - -
Total payments 44,047 - - 44,047 46,644
Net of receipts/(payments) [ (6,667)] - - (6,667) 2,675
A5 Transfers between funds - - - - -
A6 Cash funds last year end 137,622 - - 137,622 134,947
Cash funds this year end 130,955 - - 130,955 137,622
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CCXX R1 accounts (SS)
07/07/2025
1
Section B Statement of assets and liabilities at the end of the period
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Signature Details Details Trade creditors Cash in bank Details Details Total cash funds (agree balances with receipts and payments account(s)) Details |
Unrestricted funds Restricted funds to nearest £ to nearest £ 130,955 - - - 130,955 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - Fund to which asset belongs Cost (optional) - - Fund to which asset belongs Cost (optional) - - Fund to which liability relates Amount due (optional) Unrestricted 3,293 - Print Name VALERIE JUNE MCCARTNEY DAVID GRAHAM MCCARTNEY |
Endowment funds to nearest £ - - |
|---|---|---|---|
| - | |||
| OK | |||
| Endowment funds to nearest £ - - Current value (optional) - - Current value (optional) - - When due (optional) Date of approval 6th July 2025 6th July 2025 |
CCXX R2 accounts (SS)
07/07/2025
2