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The McCarthy & Stone Charitable Foundation

Registered · see notesRegistered charity number 1191504DorsetDisability
Income£754k2025-10-31
Spending£611ksame year
Spent / received94%5-year average
Size in its cause90th pctDisability
Registered2020CIO
Employees2latest return

Analysis

The McCarthy & Stone Charitable Foundation is a registered charity in England and Wales, based in Dorset. It was registered in September 2020, 6 years ago. Its declared purposes cover education/training, disability and economic/community development/employment, which this site groups under disability. Legally it is a charitable incorporated organisation (CIO). It says it makes grants to organisations and provides services.

In the financial year ending October 2025, The McCarthy & Stone Charitable Foundation reported income of £754k and spending of £611k, spending 81% of its income. Across the 5 years on record, from October 2021 to October 2025, income grew from £293k to £754k (+157%), an average of +27% a year. The sharpest change came in the year to October 2023, when income rose by 60%. Over the whole period it spent 94% of the income it received.

Among 12,871 England and Wales charities whose main cause is disability and that reported income, The McCarthy & Stone Charitable Foundation sits at the 90th percentile: it is larger than about 90% of them. Against every charity in England and Wales with reported income it ranks in the 92nd percentile. Charities of a similar size with the same main cause include The Magdalen Environmental Trust (£754k), Bristol Rugby Community Foundation (£755k) and The Performing Arts Children's Charity (£754k).

In its latest detailed accounts, income came from donations and legacies 66% and charitable activities 34%. Charitable activities took 66% of spending and raising funds 33%. Reserves of £148k would cover about 3 months of spending at that rate. It employed 2 people.

Data notes from the register: The latest annual return was received after its deadline.

Income and spending

£0£194k£389k£583k£778k2021 Income: £293,4692021 Spending: £221,04820212022 Income: £342,3142022 Spending: £328,39820222023 Income: £548,1222023 Spending: £568,89420232024 Income: £716,4282024 Spending: £777,66720242025 Income: £754,4572025 Spending: £610,5812025
IncomeSpending

Where the income comes from

  • Donations 66%
  • Charitable activities 34%

In the charity's own words

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.

Similar-sized charities, same cause

CharityLocationIncome
The Magdalen Environmental TrustChard£754k
Bristol Rugby Community FoundationBristol£755k
The Performing Arts Children's CharityLondon£754k
Fellowship Afloat Charitable TrustMaldon£755k