THE MOUNTBATTEN MEMORIAL TRUST

Charity Number: 278691
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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.

Income and expenditure

Data for financial year ending 30 September 2023

Total income: £36,948
Total expenditure: £41,369

People

7 Trustee(s)

Employees with total benefits over £60,000

No employees have total benefits over £60k for this charity

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

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

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • Disability
  • Other Charitable Purposes
Who the charity helps:
  • Children/young People
  • People With Disabilities
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 15 October 1979: Standard registration
Organisation type:
Other
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
  • Trustee conflicts of interest policy and procedures
Land and property:
This charity does not own and/or lease 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

7 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
THE HONOURABLE MICHAEL JOHN KNATCHBULL Chair
The Brabourne Charity
Received: On time
Daisy Knatchbull Trustee 12 September 2023
None on record
BEN MOORHEAD Trustee
None on record
KELLY KNATCHBULL Trustee
The Brabourne Charity
Received: On time
WILLIAM PHILIP FOX Trustee
THE CAZENOVE CHARITABLE TRUST
Received: On time
ASHLEY HICKS Trustee
None on record
HON PHILIP KNATCHBULL Trustee
None on record

Financial history

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Financial period end date

Income / Expenditure 30/09/2019 30/09/2020 30/09/2021 30/09/2022 30/09/2023
Total gross income £41.39k £43.97k £34.05k £37.34k £36.95k
Total expenditure £32.53k £29.29k £37.64k £32.47k £41.37k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

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 30 September 2023 08 July 2024 On Time
Accounts and TAR 30 September 2023 08 July 2024 On Time Download Open in new window
Annual return 30 September 2022 19 July 2023 On Time
Accounts and TAR 30 September 2022 19 July 2023 On Time Download Open in new window
Annual return 30 September 2021 27 July 2022 On Time
Accounts and TAR 30 September 2021 27 July 2022 On Time Download Open in new window
Annual return 30 September 2020 13 July 2021 On Time
Accounts and TAR 30 September 2020 13 July 2021 On Time Download Open in new window
Annual return 30 September 2019 09 July 2020 On Time
Accounts and TAR 30 September 2019 09 July 2020 On Time 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.

DECLARATION OF TRUST DATED 1ST OCTOBER 1979

Charitable 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.

Area of benefit

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

NOT DEFINED

Contact information

Address:
69 Holgate Road
YORK
YO24 4AA
Phone:
01904 619740
Email:
mountbattenmtrust@btinternet.com
Website:

No information available