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the mccarthy & stone charitable foundation

The charity supports children and young people, elderly people, other charities or voluntary bodies, and the general public. The Mccarthy & Stone Charitable Foundation is a registered charity whose purpose is education and training. It delivers its work by making grants to organisations. The charity is based in Dorset and operates in England And Wales and Scotland.


This page summarises publicly available information about the charity, including its activities, beneficiaries, and registration details, based on official records.

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