The McCarthy & Stone Charitable Foundation
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
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
| Charity | Location | Income |
|---|---|---|
| The Magdalen Environmental Trust | Chard | £754k |
| Bristol Rugby Community Foundation | Bristol | £755k |
| The Performing Arts Children's Charity | London | £754k |
| Fellowship Afloat Charitable Trust | Maldon | £755k |