MOUNTBATTEN ISLE OF WIGHT
The provision of palliative care
Objects
The proposed objects of the Charity (“the Objects”) are;a) The relief, care and treatment of sickness and those who are sick (including, but not limited to, those diagnosed with a terminal or life-limiting condition and the elderly) through the provision of hospice care, short-term residential care, in-patient and out-patient services, and at-home support, and such other wholly charitable means as the trustees think fit;b) The provision of activities, facilities, support and services for:i. such individuals who may receive relief, care and treatment under object (a);ii. the families and carers of such individuals who may relief, care and treatment under object (a); andiii. the benefit of the public in the interests of social welfare with the objects of improving their condition of life;both before and after bereavement, including (without limitation): providing information and advice to encourage open discourse about attitudes towards death, dying and bereavement, psychotherapy and counselling, and other activities and facilities to promote and support mental and emotional health and wellbeing, including communal activities such as a community choir, mental health support groups, and the provision of religious and non-religious services including provision of space for quiet contemplation; andc) The advancement of palliative care through the provision of funds and facilities for research, educational facilities and training in the field of palliative care and related fields of study.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a deficit of over £700k for the year, though this was an improvement over the prior year. The trustees maintain unrestricted reserves of £13.4m, which equates to approximately nine months of budgeted expenditure, while free reserves stand at £3.8m. The auditor confirmed that the financial statements are prepared on a going concern basis with no material uncertainties identified.
What the accounts disclose
“All income categories apart from trading activities showed no real increase or growth over the prior year.” — page 58
“Trustees have previously agreed their reserves policy to be an aspired level of reserves equal to one year's budgeted expenditure and a minimum level of reserves, which they will always look to maintain, of a sum equal to nine months' budgeted expenditure.” — page 59
“Included within administrative expenses for Mountbatten Hampshire Limited is a management charge of £882,424 (2024; £933,426) from Mountbatten Isle of Wight Limited to Mountbatten Hampshire Limited.” — page 85
“Included within administrative expenses within Mountbatten Isle of Wight Trading Limited is a management charge of £30,000 (2024: £30,000) from Mountbatten Isle of Wight Limited.”
“Included within administrative expenses for Mountbatten Hampshire Limited is a management charge of £882,424 (2024; £933,426) from Mountbatten Isle of Wight Limited to Mountbatten Hampshire Limited.” — page 85
“Included within administrative expenses within Mountbatten Isle of Wight Trading Limited is a management charge of £30,000 (2024: £30,000) from Mountbatten Isle of Wight Limited.”
“Included within administrative expenses for Mountbatten Hampshire Limited is a management charge of £882,424 (2024; £933,426) from Mountbatten Isle of Wight Limited to Mountbatten Hampshire Limited.” — page 85
“Included within administrative expenses within Mountbatten Isle of Wight Trading Limited is a management charge of £30,000 (2024: £30,000) from Mountbatten Isle of Wight Limited.”
Year-over-year changes
- Reserves position vs the charity's own policy moved from "below" (FY2024) to "within" (FY2025).
Policies the charity declares
- Bullying and harassment policy and procedures
- Complaints handling
- Complaints policy and procedures
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investing charity funds policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Social media policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
From the charity’s annual return (Part A, self-declared)
Self-declared on the annual return for the financial year ending 31/03/2025
- Volunteers: 800
- Government income: £8,857,061 — contracts £8,523,196 (2), grants £333,865 (1); 49% of the £17,925,002 total gross income on the same return
- Employees paid over £60,000: 11 (£60,001–£70,000: 3; £70,001–£80,000: 3; £80,001–£90,000: 2; £90,001–£100,000: 2; £110,001–£120,000: 1)
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 1,400
- Government income: £8,913,290 — grants £8,913,290 (2); 51% of the £17,475,703 total gross income on the same return
- Employees paid over £60,000: 6 (£70,001–£80,000: 3; £80,001–£90,000: 1; £90,001–£100,000: 1; £100,001–£110,000: 1)
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 600
- Government income: £3,762,752 — contracts £154,838 (1), grants £3,607,914 (3); 25% of the £15,163,970 total gross income on the same return
- Employees paid over £60,000: 6 (£60,001–£70,000: 1; £70,001–£80,000: 1; £80,001–£90,000: 2; £90,001–£100,000: 1; £110,001–£120,000: 1)
- Has a trading subsidiary
In the news
- Island Gig Rowers take on Great River Race for Mountbatten Isle of Wight
- NFU Mutual donates £7,899 to refurbish Mountbatten Isle of Wight’s gym
- Mountbatten Isle Of Wight Receives £7,899 Donation For Hospice Gym
- Mountbatten Isle of Wight receives thousands to refurbish hospice gym
- 101-YEAR-OLD'S MEMORY TO INSPIRE 50-LENGTH SWIM FOR MOUNTBATTEN - Isle of Wight News
- Summer drinks event at Barton Manor raises thousands for Mountbatten Isle of Wight
- Childhood friendship remembered with bench at Mountbatten Isle of Wight
- ISLAND DUO TO SWIM, CYCLE AND RUN 100 MILES IN A DAY FOR MOUNTBATTEN - Isle of Wight News
Corporate structure
- Registered company of the charity Companies House 02929267
Leadership, per the charity’s website
- Becky McGregor — Chief Executive Officer (CEO)
- Debbie Bell — Director of Finance
- Duncan Fleming — Director of Quality and Operations
- David Hodgkins — Director of People Services
- Dr Jane Hazeldine — Director of Supportive Care Services
- Lucy Smith — Director of Nursing and Medical Services
Funders the charity credits
- BCM Wilson Hill
Company officers (Companies House)
- KIRBY, Dean Barry not on trustee list
- ANDERSON, Angela Sarene Anne not on trustee list
- COLLINS, Kate on trustee list
- HASTINGS, Victoria Katherine not on trustee list
- PANAYI, Charlie Louis on trustee list
- PEACHEY, Tim, Dr on trustee list
- SICHEL, John Henry Sylvester, Dr on trustee list
- IZATT, Stephen John on trustee list
- NEILL, Andrew Charles on trustee list
- CHESHIRE, Ian, Sir on trustee list
- ACLAND, Michael Christopher Dyke on trustee list
- BELL, Deborah Stacy
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Care Quality Commission ratings
- Mountbatten IW: Outstanding
- Mountbatten Hampshire: Good
Register events
- Received assets from another charity (07/05/2026)
- Received assets from another charity (12/11/2018)
Trustees
- Andrew Charles Neill
- Angela Sarene Anne Anderson
- Charalambous Louis Panayi
- Dean Barry Kirby
- Dr John Sichel
- Dr Tim Peachey
- Kate Collins
- Michael Acland
- Sir Ian Cheshire
- Stephen John Izatt
- Vicky Hastings
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £17.9m | £18.6m |
| 31/03/2024 | £17.5m | £19.1m |
| 31/03/2023 | £15.2m | £18.6m |
| 31/03/2022 | £19.3m | £16.7m |
| 31/03/2021 | £16.8m | £14.5m |
Common questions
Is MOUNTBATTEN ISLE OF WIGHT financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a deficit of over £700k for the year, though this was an improvement over the prior year. The trustees maintain unrestricted reserves of £13.4m, which equates to approximately nine months of budgeted expenditure, while free reserves stand at £3.8m. The auditor confirmed that the financial statements are prepared on a going concern basis with no material uncertainties identified. Its FY2025 accounts were audited by Azets Audit Services Limited.
Who funds MOUNTBATTEN ISLE OF WIGHT?
Funders whose own accounts filings name MOUNTBATTEN ISLE OF WIGHT as a grant recipient include THE SCORPION CHARITABLE TRUST, THE ELIZABETH AND PRINCE ZAIGER TRUST, THE THOMAS J HORNE MEMORIAL TRUST, THE DAVID FAMILY FOUNDATION, THE FRANCIS WINHAM FOUNDATION.
Known funders
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 30/04/2026 | £20k | Creation of a Green Plan for Mountbatten Isle of Wight Hospice |
| The National Lottery Heritage Fund | 24/01/2017 | £8k | "Mountbatten Memories - celebrating 35 years of the Isle of Wight's only hospice" |
| The National Lottery Community Fund | 11/11/2010 | £2k | Funding of MOTOmed Movement Therapy Equipment |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE GREEN HALL FOUNDATION | 2 | £9k |
| SKIPTON BUILDING SOCIETY CHARITABLE FOUNDATION | 2 | £7k |
| THE EIGHTY EIGHT FOUNDATION | 1 | £714k |
| THE BAND TRUST | 1 | £700k |
| THE MASTER CHARITABLE TRUST | 1 | £250k |
| THE ADRIAN SWIRE CHARITABLE TRUST | 1 | £190k |
| THE CONSTANCE TRAVIS CHARITABLE TRUST | 1 | £80k |
| THE PATRICK & HELENA FROST FOUNDATION | 1 | £65k |
Charities like this
- MOUNTBATTEN HAMPSHIRE LIMITED
- ISLE OF WIGHT NHS TRUST CHARITABLE FUNDS
- MILLWARD CHARITABLE TRUST
- ISLE OF WIGHT MENCAP
- ROYAL TRINITY HOSPICE
- ISLAND HOSPICE AND BEREAVEMENT SERVICE (UK)
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| MOUNTBATTEN ISLE OF WIGHT | £17.9m | — | 0 | within | — | no doubt |
| MOUNTBATTEN HAMPSHIRE LIMITED | £8.7m | — | 0 | below | 15.1% | no doubt |
| ISLE OF WIGHT NHS TRUST CHARITABLE FUNDS | £92k | — | 0 | unclear | — | no doubt |
| MILLWARD CHARITABLE TRUST | £47k | — | 0 | unclear | — | no doubt |
| ISLE OF WIGHT MENCAP | £604k | — | 0 | unclear | — | no doubt |
| ROYAL TRINITY HOSPICE | £17.8m | — | — | unclear | — | no doubt |