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The Mccarthy & Stone Charitable Foundation

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.

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.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Financial Information

Latest Income
£754,457
Latest Expenditure
£610,581

Financial Efficiency

Program Ratio 54.1%
% of income going directly to charitable activities
Overall Efficiency 66.8%
% of expenditure going to programs (vs overhead)
Administrative Ratio 35.1%
Overhead (fundraising + governance) as % of total expenditure

Latest Financial Breakdown

Income Sources

Donations & Legacies £501,133
Charitable Activities £253,324
Other Trading £0
Investments £0
Other Income £0

Expenditure Categories

Charitable Expenditure £407,908
Raising Funds £202,673
Governance £11,845
Grants to Institutions £0
Other Expenditure £0

Financial Trend

Annual Returns

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2025.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2025
£754,457
£610,581£407,908£148,202£148,2022 / 25
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

Frequently asked questions about The Mccarthy & Stone Charitable Foundation

What does The Mccarthy & Stone Charitable Foundation do?

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.

How much income did The Mccarthy & Stone Charitable Foundation report in 2025?

The Mccarthy & Stone Charitable Foundation reported total income of £754k and reported expenditure of £611k for the financial year ending 2025, based on the most recent annual return filed with the Charity Commission.

When was The Mccarthy & Stone Charitable Foundation registered as a charity?

The Mccarthy & Stone Charitable Foundation was registered with the Charity Commission for England and Wales on 28 September 2020 as charity number 1191504. It has been registered for 6 years.

Who runs The Mccarthy & Stone Charitable Foundation?

The Mccarthy & Stone Charitable Foundation is governed by a board of 8 trustees. The chair of trustees is Paula Jordan. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does The Mccarthy & Stone Charitable Foundation operate?

The Mccarthy & Stone Charitable Foundation operates across 2 areas: Scotland and England And Wales.

Is The Mccarthy & Stone Charitable Foundation a registered charity?

Yes — The Mccarthy & Stone Charitable Foundation is a registered charity in England and Wales, charity number 1191504.

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

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Trustees

Paula Jordan Chair
Andrew John Burrett
Elizabeth Marsh
Fiona Carleton
Martin Edwards
Paul Teverson
Sarah Allport
Terri Lewis

Data & trust

Register data refreshed
30 July 2026
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