THE MCCARTHY & STONE CHARITABLE FOUNDATION
Latest income
£754k
Latest spending
£611k
Registered
2020
Accounts read
FY2025
Financial health, per its FY2025 accounts
The accounts state that unrestricted reserves stood at £148,202, which is above the trustees' stated target range of £25,000–£30,000. However, the filing notes that the charity relies on the McCarthy & Stone Group for income, a relationship described as a critical consideration for its ongoing operations.
What the accounts disclose
Reserves policy: £25,000–£30,000 (held: £148k)
“Trustees usually set a target reserve range of £25,000–£30,000”
Per its FY2025 accounts as filed with the Charity Commission.
Structured financials (annual return, FY ending 31/10/2025)
Total income
£754k
Total spending
£611k
Cost of raising funds
£203k
Reserves (reported)
£148k
Employees
2
Trustees
- Paula Jordanchair
- Andrew John Burrett
- Elizabeth Marsh
- Fiona Carleton
- Martin Edwards
- Paul Teverson
- Sarah Allport
- Terri Lewis
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/10/2025 | £754k | £611k |
| 31/10/2024 | £716k | £778k |
| 31/10/2023 | £548k | £569k |
| 31/10/2022 | £342k | £328k |
| 31/10/2021 | £293k | £221k |
Common questions
Is THE MCCARTHY & STONE CHARITABLE FOUNDATION financially healthy?
The accounts state that unrestricted reserves stood at £148,202, which is above the trustees' stated target range of £25,000–£30,000. However, the filing notes that the charity relies on the McCarthy & Stone Group for income, a relationship described as a critical consideration for its ongoing operations. Its FY2025 accounts were independently examined.
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| ONE FOOTSTEP | 1 | — |
| CRISIS UK | 1 | £463k |
| POWER TO CHANGE TRUST | 1 | £129k |
| THE MOTIVATION CHARITABLE TRUST | 1 | £81k |
| BACK ON THE MAP LIMITED | 1 | £53k |
| HALLMARK CARE HOMES FOUNDATION | 1 | £26k |
| THE SHANLY FOUNDATION | 1 | £10k |