Reports & Policies

Our Foundation is committed to a transparent approach in how we work. You can read our annual reports at the links below.

The McCarthy Stone Foundation is committed to transparency and we work with 360Giving to publish information about our grants. Using the 360Giving Data Standard, our awarded grants since 2021 are available as an Excel file here. This work is licensed under the Creative Commons Attribution 4.0 International License. To view a copy of this license, visit http://creativecommons.org/licenses/by/4.0/. This means the data is freely accessible to anyone to be used and shared as they wish. The data must be attributed to the McCarthy Stone Foundation. We believe that with better information, funders can be more effective and strategic decision makers. 360Giving supports funders to publish open data about their grants, and empowers people to use this data to improve charitable giving through a range of free online tools. For more information, visit https://www.threesixtygiving.org

McCarthy Stone Foundation 360Giving Report 2021 – 2025

Copies of our policies can be read below. Any questions should be directed in the first instance to our Head of Foundation, via the Contact page.

McCarthy Stone Foundation Data Protecti on and Privacy (GDPR) Policy

McCarthy Stone Foundation Safeguarding Policy

McCarthy Stone Foundation Diversity, Equity and Inclusion Policy Final

McCarthy Stone Foundation Complaints Policy

We are currently running our 2025 Great Summer Raffle. You can access the full terms and conditions below:

2025 Great Summer Raffle – Terms and Conditions

How it will work:

We are running one lottery across McCarthy Stone developments open to anyone over the age of 16 to enter except for Foundation staff and Trustees. This means that McCarthy Stone Development colleagues can purchase tickets.
The lottery is run under the provisions for a ‘Small Society Lottery’ with the Gambling Commission.
This means that we will sell no more than £20,000 of tickets, no single prize will be worth more than £25,000, every ticket must cost the same (£2), and at least 20% of proceeds must be applied directly to the purposes of our Foundation.
In this raffle, 100% of the proceeds will be applied directly to our charitable purposes and will be matched by McCarthy Stone (payable in the following financial year).
The Foundation holds a Small Society Lottery Licence with Bournemouth, Christchurch and Poole (BCP) Council, registration number LOT183277. The person responsible for the Licence is Mrs Julia Laister, 4^th Floor, 100 Holdenhurst Road, Bournemouth, BH8 8AQ.
Raffle ticket purchases are not eligible for Gift Aid.
Every development taking place in the raffle will be issued with up to 200 tickets initially. All tickets are numbered and those allocated are recorded for each development.
Ticket sales must be concluded by Friday 29^th August 2025.
All ticket stubs and unsold tickets must be returned using the Business Reply Envelope included by Friday 15^th September. Any ticket stubs received after this date will be treated as a donation.
The draw will take place on Friday 26^th September at Midday. All results are final and binding.

Prizes:

Prizes are non-exchangeable, non-transferable and no cash alternative is offered.
Cash prize winners will receive their prize via BACS transfer.
Prize winners will not be identified publicly without their specific written permission. Winning numbers will be listed on the Foundation’s website.
The Foundation will process all personal data in line with its policy on Data Protection, Privacy and GDPR. Personal data will be processed under the lawful basis of legitimate interest and only such data will be processed as is required to verify prize winners and issue prize vouchers/cash.
Star prize is £1000 cash.
Second prize will have 2 winners of £500 cash each.
Third Prize will be 4 winners of £250 cash each.
Fourth prize will be 5 winners of £50 Marks & Spencer vouchers each.

Good Fundraising Practice:

The Foundation is a member of the Fundraising Regulator and abides by it’s Code of Practice for Fundraising.
All our fundraising is legal, open, honest and respectful at all times.
We will NEVER fundraise in a way that may be considered an unreasonable intrusion onto a person’s privacy, is overly persistent, or places undue pressure to donate.
We ALWAYS consider the needs of any donors who may be in vulnerable circumstances or need extra care and support to make an informed decision and will not accept a donation if we believe that person to lack the ability to make an informed decision or believe them to be in vulnerable circumstances.

We have absolute confidence in the professionalism and responsibility of our colleagues and are on hand if at any point you have further questions or require additional support. We are committed to operating the lottery in a socially responsible way. If you, or someone you know, need information and/or help with problem gambling, please call the National Gambling Helpline on 0808 8020 133 or visit the Be Gamble Aware website www.BeGambleAware.org.

For further information on our raffle and the relevant fundraising legislation, please see the following:

Code of Fundraising Practice | Fundraising Regulator

How to run a small society lottery (gamblingcommission.gov.uk)