MOUNTBATTEN HAMPSHIRE LIMITED
The provision of palliative care.
Objects
The 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 produced a deficit of £157k for the year, a significant improvement from the prior year's £1,071k. Unrestricted reserves decreased to £162,385, which management notes is less than one month of budgeted expenditure, significantly below their policy target of nine to twelve months. Despite this low reserve position, the trustees and auditor confirm the accounts are prepared on a going concern basis, supported by controls and formal support from the group holding company.
What the accounts disclose
“Planned giving funds 17% of our services and is the largest source of fundraised income for the charity.” — page 18
“15.1% (2024 — 15.0%) of our expenditure was in relation to the cost of generating funds.” — page 26
“unrestricted reserves equated to less than 1 month of budgeted expenditure as at 31 March 2025. This is much lower than we want” — page 26
“The trustees B Halliday and M Forrest-Charde are also directors of the subsidiary.” — page 56
“The total employee benefits (including pension contributions and employer's national insurance) of the key management personnel were recharged costs from Mountbatten Isle of Wight Limited of £385,908 in respect of 9 employees” — page 53
“The trustees B Halliday and M Forrest-Charde are also directors of the subsidiary.” — page 56
“The total employee benefits (including pension contributions and employer's national insurance) of the key management personnel were recharged costs from Mountbatten Isle of Wight Limited of £385,908 in respect of 9 employees” — page 53
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: 200
- Government income: £5,014,169 — contracts £4,835,456 (2), grants £178,713 (1); 57% of the £8,740,569 total gross income on the same return
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2024
- Volunteers: 300
- Government income: £5,136,868 — contracts £5,136,868 (3); 61% of the £8,458,828 total gross income on the same return
- Has a trading subsidiary
Self-declared on the annual return for the financial year ending 31/03/2023
- Volunteers: 100
- Government income: £5,019,013 — grants £5,019,013 (2); 68% of the £7,370,923 total gross income on the same return
- Has a trading subsidiary
Leadership, per the charity’s website
- Sir Ian Cheshire — Chair of Trustees
Property (HM Land Registry)
Structured financials (annual return, FY ending 31/03/2025)
Register events
- Received assets from another charity (15/02/2013)
Trustees
- Andrew Charles Neill
- Angela Sarene Anne Anderson
- Barbara Halliday
- Charalambous Louis Panayi
- Dean Barry Kirby
- Dr John Sichel
- Dr Tim Peachey
- Kate Collins
- Michael Acland
- Moraig Forrest-Charde
- Sir Ian Cheshire
- Vicky Hastings
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £8.7m | £8.9m |
| 31/03/2024 | £8.5m | £9.6m |
| 31/03/2023 | £7.4m | £9.3m |
| 31/03/2022 | £9.7m | £8.2m |
| 31/03/2021 | £7.4m | £6.3m |
Common questions
Is MOUNTBATTEN HAMPSHIRE LIMITED financially healthy?
Per its FY2025 accounts: The accounts state that the charity produced a deficit of £157k for the year, a significant improvement from the prior year's £1,071k. Unrestricted reserves decreased to £162,385, which management notes is less than one month of budgeted expenditure, significantly below their policy target of nine to twelve months. Despite this low reserve position, the trustees and auditor confirm the accounts are prepared on a going concern basis, supported by controls and formal support from the group holding company. Its FY2025 accounts were audited by Azets Audit Services Limited.
Who funds MOUNTBATTEN HAMPSHIRE LIMITED?
Funders whose own accounts filings name MOUNTBATTEN HAMPSHIRE LIMITED as a grant recipient include THE O'SULLIVAN FAMILY CHARITABLE TRUST, THE FRANCIS WINHAM FOUNDATION, THE EDWINA MOUNTBATTEN AND LEONORA CHILDREN'S FOUNDATION, THE RICHARD KIRKMAN TRUST, THE HOBSON CHARITY LIMITED.
Known funders
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| The National Lottery Community Fund | 21/12/2023 | £20k | Creating a spiritual space and memorial installation |
| The National Lottery Community Fund | 24/01/2020 | £5k | Hoist for IPU hospice patients |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE THOMAS J HORNE MEMORIAL TRUST | 2 | £50k |
| THE SIR EDWARD LEWIS FOUNDATION | 2 | £7k |
| SKIPTON BUILDING SOCIETY CHARITABLE FOUNDATION | 2 | £7k |
| THE DIXIE ROSE FINDLAY CHARITABLE TRUST | 2 | £6k |
| THE EIGHTY EIGHT FOUNDATION | 1 | £714k |
| THE BAND TRUST | 1 | £700k |
| ASSOCIATION OF NHS CHARITIES | 1 | £411k |
| THE MASTER CHARITABLE TRUST | 1 | £250k |
Charities like this
- MOUNTBATTEN ISLE OF WIGHT
- WILLOWBROOK HOSPICE
- ROYAL TRINITY HOSPICE
- HAMPSHIRE HOSPITALS CHARITY
- THE ASSOCIATION FOR PALLIATIVE MEDICINE OF GREAT BRITAIN AND IRELAND
- MH GEMACH
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| MOUNTBATTEN HAMPSHIRE LIMITED | £8.7m | — | 0 | below | 15.1% | no doubt |
| MOUNTBATTEN ISLE OF WIGHT | £17.9m | — | 0 | within | — | no doubt |
| WILLOWBROOK HOSPICE | £6.3m | — | — | unclear | — | no doubt |
| ROYAL TRINITY HOSPICE | £17.8m | — | — | unclear | — | no doubt |
| HAMPSHIRE HOSPITALS CHARITY | £821k | £60,001 - £70,000 | 1 | unclear | — | no doubt |
| THE ASSOCIATION FOR PALLIATIVE MEDICINE OF GREAT BRITAIN AND IRELAND | £483k | — | 0 | below | — | no doubt |