MOUNTBATTEN HAMPSHIRE LIMITED

Registered charity 1123304 · accounts filings on the Charity Commission register · also known as COUNTESS MOUNTBATTEN HOSPICE CHARITY, COUNTESS MOUNTBATTEN HOSPICE CHARITY 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.

Area of benefit: SOUTHAMPTON

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · The Advancement Of Health Or Saving Of Lives · website · Get email alerts

Registered contact address: Eastleigh, South East, England (from the postcode on the register)

Latest income
£8.7m
Latest spending
£8.9m
Registered
2008
Accounts read
FY2025

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.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Planned giving (17% of income)
“Planned giving funds 17% of our services and is the largest source of fundraised income for the charity.” — page 18
Per its FY2025 accounts as filed with the Charity Commission.
Fundraising cost ratio: 15.1% of fundraised income, as disclosed
“15.1% (2024 — 15.0%) of our expenditure was in relation to the cost of generating funds.” — page 26
Per its FY2025 accounts as filed with the Charity Commission.
Reserves position: below the charity's own stated reserves policy
“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
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: The trustees B Halliday and M Forrest-Charde are also directors of the subsidiary.
“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
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Recharged costs from Mountbatten Isle of Wight Limited for key management personnel.
“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
Per its FY2025 accounts as filed with the Charity Commission.

Accounts audited by Azets Audit Services Limited. Discloses 5 of 6 completeness components.

In its annual return the charity told the Commission it is also regulated by: Care Quality Commission. This is the charity’s own declaration; it is not a rating and has not been verified by the Commission or by this site.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

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

Source: this charity’s annual returns on the Charity Commission register.

Public fundraising profile: JustGiving — Mountbatten Hampshire Ltd (matched by registered charity number).

Leadership, per the charity’s website

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Property (HM Land Registry)

2 registered titles in England and Wales held by the charity’s company or corporate body (0 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook

Structured financials (annual return, FY ending 31/03/2025)

Total income
£8.7m
Total spending
£8.9m
Cost of raising funds
£1.6m
Reserves (reported)
£162k
Employees
190

Reported reserves equal ~0.2 months of spending — in the bottom quarter for charities its size (median 4.7 months; benchmarks).

Per its annual return, cost of raising funds: 18.6% of total income — in the top quarter for charities its size (median 5.3%) (benchmarks).

Register events

Trustees · trustee networks

Trustee list from the Charity Commission register (current, not historical).

Operates in: Hampshire · Southampton City

Income and spending

Financial year endIncomeSpending
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

Grants to this charity found in funders’ own accounts filings.

FunderYearAmountPurpose (as stated by the funder)
THE O'SULLIVAN FAMILY CHARITABLE TRUSTFY2022£15k
THE FRANCIS WINHAM FOUNDATIONFY2025£15k
THE EDWINA MOUNTBATTEN AND LEONORA CHILDREN'S FOUNDATIONFY2024£10kTo support provision of medical care for patients
THE EDWINA MOUNTBATTEN AND LEONORA CHILDREN'S FOUNDATIONFY2023£10kTo support provision of medical care for patients
THE O'SULLIVAN FAMILY CHARITABLE TRUSTFY2025£6k
THE FRANCIS WINHAM FOUNDATIONFY2024£5k
THE RICHARD KIRKMAN TRUSTFY2025£5k
THE RICHARD KIRKMAN TRUSTFY2024£3k
THE O'SULLIVAN FAMILY CHARITABLE TRUSTFY2024£3k
THE O'SULLIVAN FAMILY CHARITABLE TRUSTFY2023£3k
THE HOBSON CHARITY LIMITEDFY2025£2kHospice
THE GREEN HALL FOUNDATIONFY2025£2k
THE RICHARD KIRKMAN TRUSTFY2023£2k
COLEFAX CHARITABLE TRUSTFY2023£2k
COLEFAX CHARITABLE TRUSTFY2022£1k
AVENUE ST ANDREW'S SOUTHAMPTON UNITED REFORMED CHURCH CHARITYFY2023£138Donations to charities etc from Communion Collections
AVENUE ST ANDREW'S SOUTHAMPTON UNITED REFORMED CHURCH CHARITYFY2021£109Donations to charities etc from Communion Collections

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

FunderDateAmountPurpose
The National Lottery Community Fund21/12/2023£20kCreating a spiritual space and memorial installation
The National Lottery Community Fund24/01/2020£5kHoist for IPU hospice patients

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with MOUNTBATTEN ISLE OF WIGHT.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
MOUNTBATTEN HAMPSHIRE LIMITED£8.7m—0below15.1%no doubt
MOUNTBATTEN ISLE OF WIGHT FY2025£17.9m—0within—no doubt
WILLOWBROOK HOSPICE FY2025£6.3m——unclear—no doubt
ROYAL TRINITY HOSPICE FY2025£17.8m——unclear—no doubt
HAMPSHIRE HOSPITALS CHARITY FY2025£821k£60,001 - £70,0001unclear—no doubt
THE ASSOCIATION FOR PALLIATIVE MEDICINE OF GREAT BRITAIN AND IRELAND FY2025£483k—0below—no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.