MOUNTBATTEN ISLE OF WIGHT

Charity number: 1039086
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The provision of palliative care

Income and expenditure

Data for financial year ending 31 March 2024

Total income:
£17,475,703

Text alternative for this canvas graphic is in the data table below.
Donations and legacies £4.43m
Charitable activities £8.91m
Other trading activities £4.11m
Investments £22.09k
Other £0

Total expenditure:
£19,099,414

Text alternative for this canvas graphic is in the data table below.
Raising funds £4.62m
Charitable activities £14.48m
Other £0

£273,879 investments gains (losses)

Total income includes £8,913,290 from 2 government grant(s)

Charitable expenditure

Charitable expenditure

Some charities generate all, or a substantial part, of their income from investments which may have been donated to the charity as endowment or set aside by the charity from its own resources in the past. Such investments usually take the form of stocks and shares but may include other assets, such as property, that are capable of generating income and/or capital growth.

In managing their spending and investments charities need to strike a balance between the needs of future and current beneficiaries. They also need to take account of spending commitments that may stretch over a number of future years. To do this, charities will normally adopt an investment strategy designed to generate both income and capital growth. To maximise returns trustees may commit to investment strategies for several years.

Investments can experience large swings in value so trustees may, in a particular year, decide to realise and spend part of their charity’s capital or to invest part of its income.

By clicking the investment gains checkbox the charitable spending bar is adjusted to take account of capital growth as well as income. This shows the balance the charity is striking, between spending on current beneficiaries and retaining resources for future beneficiaries.

Text alternative for this canvas graphic is in the data table below.
Raising funds and other expenditure £4.62m
Charitable expenditure £14.48m

People

414 Employee(s)

12 Trustee(s)

1400 Volunteer(s)

Employees with total benefits over £60,000

Number of employees
£70k to £80k 3
£80k to £90k 1
£90k to £100k 1
£100k to £110k 1

Fundraising

No information available

Trading

One or more trustees are also directors of the subsidiaries

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
Who the charity helps:
  • Other Defined Groups
How the charity helps:
  • Provides Services
Where the charity operates:
  • Isle Of Wight

Governance

Registration history:
  • 01 July 1994: Standard registration
  • 12 November 2018: Funds received from 1120382 SEMI COLON GROUP ISLE OF WIGHT
Organisation type:
Charitable company
Other names:
  • THE ISLAND HOSPICE (Working name)
  • EARL MOUNTBATTEN HOSPICE (Previous name)
Company number:
02929267 Open in new window
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
  • Care Quality Commission
Policies:
  • 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
Land and property:
This charity owns and/or leases land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

12 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Charlie Panayi Trustee 25 July 2024
MOUNTBATTEN HAMPSHIRE LIMITED
Received: On time
Dr John Sichel Trustee 25 July 2024
MOUNTBATTEN HAMPSHIRE LIMITED
Received: On time
Kate Collins Trustee 25 July 2024
MOUNTBATTEN HAMPSHIRE LIMITED
Received: On time
Dr Tim Peachey Trustee 25 July 2024
MOUNTBATTEN HAMPSHIRE LIMITED
Received: On time
Vicky Hastings Trustee 25 July 2024
MOUNTBATTEN HAMPSHIRE LIMITED
Received: On time
Barbara Halliday Trustee 21 July 2022
THE HMS VICTORY PRESERVATION COMPANY
Received: On time
MOUNTBATTEN HAMPSHIRE LIMITED
Received: On time
Andrew Charles Neill Trustee 21 July 2022
MOUNTBATTEN HAMPSHIRE LIMITED
Received: On time
Moraig Forrest-Charde Trustee 21 July 2022
MOUNTBATTEN HAMPSHIRE LIMITED
Received: On time
Stephen John Izatt Trustee 21 July 2022
None on record
Sir Ian Cheshire Trustee 10 July 2020
None on record
Wendy Murwill Trustee 19 July 2018
None on record
Michael Acland Trustee 19 July 2018
CAMPAIGN TO PROTECT RURAL ENGLAND - ISLE OF WIGHT BRANCH
Received: On time
MOUNTBATTEN HAMPSHIRE LIMITED
Received: On time

Financial history

" role="img"> Text alternative for this canvas graphic is in the data table below.

Financial period end date

Income / Expenditure 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Total gross income £15.09m £16.78m £19.31m £15.16m £17.48m
Total expenditure £14.58m £14.54m £16.68m £18.63m £19.10m
Income from government contracts £7.83m £7.89m £242.75k £154.84k N/A
Income from government grants N/A £3.54m £4.33m £3.61m £8.91m
Income - Donations and legacies £4.35m £3.34m £4.89m £4.02m £4.43m
Income - Other trading activities £2.72m £1.60m £1.74m £2.12m £4.11m
Income - Charitable activities £7.83m £10.86m £12.54m £8.83m £8.91m
Income - Endowments £0 £0 £0 £0 £0
Income - Investment £184.19k £111.78k £138.43k £197.10k £22.09k
Income - Other £0 £863.40k £0 £0 £0
Income - Legacies £2.81m £1.47m £1.78m £1.02m £2.58m
Expenditure - Charitable activities £12.34m £11.75m £13.05m £13.68m £14.48m
Expenditure - Raising funds £2.24m £2.79m £3.63m £4.95m £4.62m
Expenditure - Governance £41.31k £56.08k £62.54k £49.64k £41.26k
Expenditure - Grants institution £0 £0 £0 £0 £0
Expenditure - Investment management £22.15k £31.64k £36.46k £43.40k £29.69k
Expenditure - Other £0 £0 £0 £0 £0

Assets and liabilities

Definitions for assets and liabilities
Own use assets

These are assets, other than investments, which are held for more than 12 months and used to run and administer the charity such as buildings, offices, exhibits and fixtures and fittings.

Long term Investments

Investments are assets held by the charity with the sole aim of generating income which will be used for their charitable purposes such as deposit accounts, shares, rental property and unit trusts.
Investment assets are re-valued every year and included in the balance sheet at their current market value.
Long term investments are held for more than 12 months.

Other assets

These are assets held generally for less than 12 months such as cash and bank balances, debtors, investments to be sold within the coming year and trading stock.

Defined benefit pension scheme asset or liability

This is a surplus or deficit in any defined benefit pension scheme operated and represents a potential long-term asset or liability.

Total liabilities

These are all the amounts owed by the charity at the balance sheet date to third parties such as bills due but not yet paid, bank overdrafts and loans and mortgages.

" role="img"> Text alternative for this canvas graphic is in the data table below.
Asset / Liability 31/03/2020 31/03/2021 31/03/2022 31/03/2023 31/03/2024
Own use assets £11.40m £11.51m £11.72m £11.69m £11.63m
Long-term investments £4.66m £6.43m £7.81m £31.63k £5.91m
Other assets £3.13m £4.16m £4.90m £9.58m £2.75m
Defined benefit pension scheme asset or liability £0 £0 £0 £0 £0
Total liabilities £2.61m £2.11m £1.53m £2.30m £2.63m

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2024 17 January 2025 On Time
Accounts and TAR 31 March 2024 17 January 2025 On Time Download Open in new window
Annual return 31 March 2023 19 January 2024 On Time
Accounts and TAR 31 March 2023 19 January 2024 On Time Download Open in new window
Annual return 31 March 2022 09 November 2022 On Time
Accounts and TAR 31 March 2022 09 November 2022 On Time Download Open in new window
Annual return 31 March 2021 09 December 2021 On Time
Accounts and TAR 31 March 2021 09 December 2021 On Time Download Open in new window
Annual return 31 March 2020 05 February 2021 5 days late
Accounts and TAR 31 March 2020 05 February 2021 5 days late Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

MEMORANDUM AND ARTICLES INCORPORATED 16/05/1994 AS AMENDED ON 31 JAN 200, 29 JAN 2001, 28 JAN 2002, 10/06/2004 AS REGISTERED AT COMPANIES HOUSE ON 26/11/2012 NOW ARTICLES ADOPTED BY SPECIAL RESOLUTION DATED 29/09/2014 as amended on 19 Oct 2015 as amended on 07 Dec 2023 as amended on 07 Dec 2023

Charitable 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); and iii. 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; and c) 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

The area the charity can operate in, as set out in its governing document.

NOT DEFINED

Contact information

Address:
MOUNTBATTEN ISLE OF WIGHT
HALBERRY LANE
NEWPORT
PO30 2ER
Phone:
01983529511
Email:
info@mountbatten.org.uk
Website:

www.mountbatten.org.uk Open in new window