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the mccarthy & stone charitable foundation

Activities & Mission

Our Foundation is working for a society where older people are valued, engaged and connected with their community. We achieve this through providing grant support to local, grassroots, volunteer-driven charities and community groups.

Fundraising

See where The Mccarthy & Stone Charitable Foundation is active and find local fundraising opportunities.

Financial Information

Latest Income
£716,428
Latest Expenditure
£777,667

Financial Efficiency

Program Ratio 82.1%
% of income going directly to charitable activities
Overall Efficiency 75.6%
% of expenditure going to programs (vs overhead)
Administrative Ratio 24.9%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £493,858
Charitable Activities £222,570
Other Trading £0
Investments £0
Other Income £0

Expenditure Categories

Charitable Expenditure £588,140
Raising Funds £189,527
Governance £4,212
Grants to Institutions £514,152
Other Expenditure £0

Financial Trend

Annual Returns

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024£716,428£777,667£588,140£4,326£4,3262 / 30
2023£548,122£568,894£408,777£65,565£25,5652 / 50
2022£342,314£328,3980 / 50
2021£293,469£221,0480 / 50

Staff column shows: Employees / Volunteers

Details

Address
McCarthy Stone Foundation
4th Floor
100 Holdenhurst Road
Bournemouth
Dorset
Registration Date
28 September 2020
Status
Registered

Registry Information

Organisation Number
5163275
Charity Number
1191504

Trustees

Paul Teverson
Paula Jordan
Martin Edwards
Sarah Allport
Dr Kimberley Smith
Elizabeth Marsh
Fiona Carleton