THE MOUNTBATTEN MEMORIAL TRUST
Supporting the charitable organisations that Lord Mountbatten was associated with during his latter years. Chief amongst these are technological research and the application of technology to aid handicapped and disabled people, and support for disadvantaged young people.
Objects
TO PAY OR APPLY OR CAUSE TO BE PAID OR APPLIED AT SUCH TIME OR TIMES AND IN SUCH MANNER AS THE TRUSTEES SHALL IN THEIR DISCRETION THINK FIT THE INCOME AND IF AND IN SO FAR AS THE TRUSTEES SHALL THINK FIT THE CAPITAL OFTHE TRUST FUND IN OR TOWARDS THE SUPPORT OF: (A) ANY ONE OR MORE OF THE CHARITABLE BODIES AND EXCLUSIVELY CHARITABLE PURPOSES WHICH THE LATE ADMIRAL OF THE FLEET THE EARL MOUNTBATTEN OF BURMA WAS DURING HIS LIFETIME ASSOCIATED OR CONCERNED AND (B) SUCH OTHER CHARITABLE BODIES OR SUCH OTHER PURPOSES AS SHALL BE EXCLUSIVELY CHARITABLE AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE.
Financial health, per its FY2025 accounts
The accounts state that the charity reported a net deficit of £799 before investment gains, resulting in a net movement in funds of £37,956 due to significant unrealised gains on investments. Total funds carried forward increased to £730,442, with unrestricted general funds comprising the entirety of this balance. The trustees confirm adequate resources for the foreseeable future, noting no significant level of risk to the charity's funds.
What the accounts disclose
“The trustees’ policy on reserves is that as a general rule expenditure should not significantly exceed income in any year so that fund balances are available to generate investment income.” — page 6
Policies the charity declares
- 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
- Risk management
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
Trustees
- THE HONOURABLE MICHAEL JOHN KNATCHBULLchair
- BEN MOORHEAD
- Daisy Knatchbull
- HON PHILIP KNATCHBULL
- KELLY KNATCHBULL
- WILLIAM PHILIP FOX
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 30/09/2025 | £35k | £36k |
| 30/09/2024 | £35k | £36k |
| 30/09/2023 | £37k | £41k |
| 30/09/2022 | £37k | £32k |
| 30/09/2021 | £34k | £38k |
Common questions
Is THE MOUNTBATTEN MEMORIAL TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity reported a net deficit of £799 before investment gains, resulting in a net movement in funds of £37,956 due to significant unrealised gains on investments. Total funds carried forward increased to £730,442, with unrestricted general funds comprising the entirety of this balance. The trustees confirm adequate resources for the foreseeable future, noting no significant level of risk to the charity's funds. Its FY2025 accounts were independently examined.