COUNTESS MOUNTBATTEN OF BURMA ROMSEY MEMORIAL TRUST

Charity number: 1155615
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

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

Income and expenditure

Data for financial year ending 31 May 2024

Total income: £27,302
Total expenditure: £24,798

People

5 Trustee(s)

Employees with total benefits over £60,000

No information available

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:
  • General Charitable Purposes
  • The Prevention Or Relief Of Poverty
Who the charity helps:
  • Elderly/old People
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Hampshire

Governance

Registration history:
  • 04 February 2014: CIO registration
  • 15 December 2014: Funds received from 206009 COUNTESS MOUNTBATTEN OF BURMA ROMSEY MEMORIAL TRUS...
Organisation type:
CIO
Other names:
  • EDWINA MOUNTBATTEN HOUSE (Working name)
Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • 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
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

5 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Richard Gutsell Trustee 30 May 2019
None on record
Richard Jordan-Baker Trustee 01 May 2017
None on record
Lady Alexandra Knatchbull Trustee 03 March 2017
None on record
Dr FRANK MACDONALD AKERMAN Trustee 31 January 2014
ROMSEY AND DISTRICT BUILDINGS PRESERVATION TRUST LIMITED
Received: On time
THE AXE VALLEY HERITAGE ASSOCIATION
Received: On time
THE LEAGUE OF FRIENDS OF ROMSEY HOSPITAL
Received: On time
THE RT HON THE COUNTESS MOUNTBATTEN OF BURMA Trustee 31 January 2014
None on record

Financial history

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Financial period end date

Income / Expenditure 31/05/2020 31/05/2021 31/05/2022 31/05/2023 31/05/2024
Total gross income £683.88k £774.34k £932.75k £86.75k £27.30k
Total expenditure £617.76k £655.00k £952.01k £316.20k £24.80k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A £31.58k N/A N/A
Income - Donations and legacies £10.95k £69.07k £51.64k N/A N/A
Income - Other trading activities £0 £0 £0 N/A N/A
Income - Charitable activities £657.74k £647.63k £881.11k N/A N/A
Income - Endowments £0 £0 £0 N/A N/A
Income - Investment £2.45k £1.61k £0 N/A N/A
Income - Other £12.75k £56.40k £0 N/A N/A
Income - Legacies £0 £0 £0 N/A N/A
Expenditure - Charitable activities £617.76k £655.00k £952.01k N/A N/A
Expenditure - Raising funds £0 £0 £0 N/A N/A
Expenditure - Governance £0 £47.09k £15.73k N/A N/A
Expenditure - Grants institution £0 £0 £0 N/A N/A
Expenditure - Investment management £0 £0 £0 N/A N/A
Expenditure - Other £0 £0 £0 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 31 May 2024 25 March 2025 On Time
Accounts and TAR 31 May 2024 25 March 2025 On Time Download Open in new window
Annual return 31 May 2023 12 April 2024 12 days late
Accounts and TAR 31 May 2023 12 April 2024 12 days late Download Open in new window
Annual return 31 May 2022 30 March 2023 On Time
Accounts and TAR 31 May 2022 30 March 2023 On Time Download Open in new window
Annual return 31 May 2021 09 February 2022 On Time
Accounts and TAR 31 May 2021 09 February 2022 On Time Download Open in new window
Annual return 31 May 2020 13 January 2021 On Time
Accounts and TAR 31 May 2020 13 January 2021 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.

CIO - FOUNDATION REGISTERED 04 FEB 2014 AMENDED ON 21 AUG 2023

Charitable objects

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

Contact information

Address:
The Estate Office
Broadlands
Romsey
Hampshire
SO51 9ZD
Phone:
01794505080
Email:
suemeader@broadlandsestates.co.uk
Website:

No information available