COUNTESS MOUNTBATTEN OF BURMA ROMSEY MEMORIAL TRUST

Registered charity 1155615 · accounts filings on the Charity Commission register · also known as EDWINA MOUNTBATTEN HOUSE

Providing support for the elderly in need in the Romsey and surrounding area.

Objects

THE OBJECT OF THE CIO IS, FOR THE PUBLIC BENEFIT, TO RELIEVE ELDERLY PEOPLE WHO ARE IN NEED.

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

Causes: General Charitable Purposes · The Prevention Or Relief Of Poverty · Get email alerts

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

Financial health, per its FY2025 accounts

The accounts state that unrestricted reserves increased to £1,906,707, with all funds held as unrestricted. The charity's only funding source is interest from investments, and the trustees consider the reserves sufficient to support future grants in line with their policy.

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

What the accounts disclose

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

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.

• Complaints handling
• 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
• Risk management
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

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.

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

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 31/05/2023 (received 12/04/2024, 12 days after the 31/03/2024 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

CQC provider record: Countess Mountbatten of Burma Romsey Memorial Trust — Deregistered, 1 registered location, last inspected 29/01/2021.charity number confirmed by CQC CQC record

Structured financials (annual return, FY ending 31/05/2022)

Per its annual return, largest income source: Charitable activities (95% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income.

Register events

• Received assets from another charity (15/12/2014) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Dr FRANK MACDONALD AKERMAN · trustee of 2 other charities
• Lady Alexandra Knatchbull
• Margaret Anne Sharman
• Richard Gutsell
• Richard Jordan-Baker
• THE RT HON THE COUNTESS MOUNTBATTEN OF BURMA

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

Operates in: Hampshire

Income and spending

Common questions

Known funders

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

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 BATEMAN MEMORIAL ALMSHOUSES.

• BATEMAN MEMORIAL ALMSHOUSES income £28k
• THE RIMMER MEMORIAL CHARITABLE TRUST income £94k
• MPM CHARITABLE TRUST income £440k
• BROMSGROVE ROTARY CLUB CHARITABLE TRUST income £28k
• MUNICIPAL CHARITIES income £40k
• ROTARY CLUB OF RAMSBOTTOM TRUST FUND income £26k

Side by side with its peers

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