01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- Charitable company
- Registered
- 1 July 1994
- Removed
- Not supplied
- Company number supplied
- 02929267
- Financial period
- 1 April 2024 – 31 March 2025
- Latest income
- £17,925,002
- Latest expenditure
- £18,622,569
- Gift Aid
- Yes
- Owns or uses land
- Yes
- In administration
- No
- Insolvent
- No
- CIO
- No
Public contact address: MOUNTBATTEN ISLE OF WIGHT, HALBERRY LANE, NEWPORT, PO30 2ER
Website recorded by the regulator: www.mountbatten.org.uk (displayed as text)
02 Activities
What the charity does
The provision of palliative care
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 January 2026
- Date Annual Return Received
- 28 January 2026
- Date Accounts Received
- 28 January 2026
- Total Gross Income
- £17,925,002
- Total Gross Expenditure
- £18,622,569
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 January 2025
- Date Annual Return Received
- 17 January 2025
- Date Accounts Received
- 17 January 2025
- Total Gross Income
- £17,475,703
- Total Gross Expenditure
- £19,099,414
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 January 2024
- Date Annual Return Received
- 19 January 2024
- Date Accounts Received
- 19 January 2024
- Total Gross Income
- £15,163,970
- Total Gross Expenditure
- £18,630,507
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 January 2023
- Date Annual Return Received
- 9 November 2022
- Date Accounts Received
- 9 November 2022
- Total Gross Income
- £19,306,204
- Total Gross Expenditure
- £16,679,353
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 January 2022
- Date Annual Return Received
- 9 December 2021
- Date Accounts Received
- 9 December 2021
- Total Gross Income
- £16,776,966
- Total Gross Expenditure
- £14,536,910
04 Official extract
Charity Annual Return Parta
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 28 January 2026
- Total Gross Income
- £17,925,002
- Total Gross Expenditure
- £18,622,569
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 2
- Count Govt Grants
- £1
- Income From Government Contracts
- 8523196
- Income From Government Grants
- £333,865
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 3
- Count Salary Band 70001 80000
- 3
- Count Salary Band 80001 90000
- 2
- Count Salary Band 90001 100000
- 2
- Count Salary Band 110001 120000
- 1
- Count Volunteers
- 800
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 17 January 2025
- Total Gross Income
- £17,475,703
- Total Gross Expenditure
- £19,099,414
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £2
- Income From Government Grants
- £8,913,290
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 70001 80000
- 3
- Count Salary Band 80001 90000
- 1
- Count Salary Band 90001 100000
- 1
- Count Salary Band 100001 110000
- 1
- Count Volunteers
- 1400
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 19 January 2024
- Total Gross Income
- £15,163,970
- Total Gross Expenditure
- £18,630,507
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 1
- Count Govt Grants
- £3
- Income From Government Contracts
- 154838
- Income From Government Grants
- £3,607,914
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Payments Acting As Trustee
- No
- Trustee Receives Payments Services
- No
- Trustee Receives Other Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 70001 80000
- 1
- Count Salary Band 80001 90000
- 2
- Count Salary Band 90001 100000
- 1
- Count Salary Band 110001 120000
- 1
- Count Volunteers
- 600
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 9 November 2022
- Total Gross Income
- £19,306,204
- Total Gross Expenditure
- £16,679,353
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- Yes
- Charity Agreement Professional Fundraiser
- Yes
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 1
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £3
- Income From Government Contracts
- 242752
- Income From Government Grants
- £4,325,343
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 60001 70000
- 1
- Count Salary Band 70001 80000
- 1
- Count Salary Band 80001 90000
- 1
- Count Salary Band 90001 100000
- 1
- Count Salary Band 100001 110000
- 1
- Count Volunteers
- 750
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 9 December 2021
- Total Gross Income
- £16,776,966
- Total Gross Expenditure
- £14,536,910
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- Yes
- Charity Agreement Professional Fundraiser
- Yes
- Charity Commercial Participator
- No
- Charity Receives Govt Funding Contracts
- Yes
- Count Govt Contracts
- 4
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £3
- Income From Government Contracts
- 7888988
- Income From Government Grants
- £3,542,332
- Charity Has Trading Subsidiary
- Yes
- Trustee Also Director Of Subsidiary
- Yes
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- Yes
- Count Salary Band 70001 80000
- 3
- Count Salary Band 90001 100000
- 1
- Count Salary Band 130001 140000
- 1
- Count Volunteers
- 600
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- Yes
- Fin Period Order Number
- 1
- Ar Cycle Reference
- AR25
- Fin Period Start Date
- 1 April 2024
- Fin Period End Date
- 31 March 2025
- Ar Due Date
- 31 January 2026
- Ar Received Date
- 28 January 2026
- Income Donations And Legacies
- 4469592
- Income Other Trading Activities
- 4533474
- Income Charitable Activities
- 8523196
- Income Investments
- 64875
- Income Other
- 333865
- Income Total Income And Endowments
- 17925002
- Income Legacies
- 2369567
- Income Endowments
- 0
- Expenditure Raising Funds
- £4,426,263
- Expenditure Charitable Expenditure
- £14,196,306
- Expenditure Other
- 0
- Expenditure Total
- 18622569
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 80929
- Expenditure Support Costs
- 4237671
- Expenditure Depreciation
- 289076
- Gain Loss Investment
- -38960
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £3,849,792
- Assets Total Fixed
- 17328087
- Assets Own Use
- 11890386
- Assets Long Term Investment
- 5437701
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,952,485
- Assets Total Liabilities
- £3,355,297
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £16,925,275
- Creditors One Year Total Current
- 3355297
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,005,003
- Funds Endowment
- 0
- Funds Unrestricted
- 13423227
- Funds Restricted
- 3502048
- Funds Total
- 16925275
- Count Employees
- 415
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 April 2023
- Fin Period End Date
- 31 March 2024
- Ar Due Date
- 31 January 2025
- Ar Received Date
- 17 January 2025
- Income Donations And Legacies
- 4431700
- Income Other Trading Activities
- 4108627
- Income Charitable Activities
- 8913290
- Income Investments
- 22086
- Income Other
- 0
- Income Total Income And Endowments
- 17475703
- Income Legacies
- 2582458
- Income Endowments
- 0
- Expenditure Raising Funds
- £4,623,280
- Expenditure Charitable Expenditure
- £14,476,134
- Expenditure Other
- 0
- Expenditure Total
- 19099414
- Expenditure Investment Management
- 29690
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 41259
- Expenditure Support Costs
- 4428899
- Expenditure Depreciation
- 353529
- Gain Loss Investment
- 273879
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £4,600,000
- Assets Total Fixed
- 17541420
- Assets Own Use
- 11629418
- Assets Long Term Investment
- 5912002
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £2,745,867
- Assets Total Liabilities
- £2,625,485
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £17,661,802
- Creditors One Year Total Current
- 2625485
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £2,179,415
- Funds Endowment
- 0
- Funds Unrestricted
- 14177514
- Funds Restricted
- 3484288
- Funds Total
- 17661802
- Count Employees
- 414
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 April 2022
- Fin Period End Date
- 31 March 2023
- Ar Due Date
- 31 January 2024
- Ar Received Date
- 19 January 2024
- Income Donations And Legacies
- 4015487
- Income Other Trading Activities
- 2123255
- Income Charitable Activities
- 8828131
- Income Investments
- 197097
- Income Other
- 0
- Income Total Income And Endowments
- 15163970
- Income Legacies
- 1015606
- Income Endowments
- 0
- Expenditure Raising Funds
- £4,953,213
- Expenditure Charitable Expenditure
- £13,677,294
- Expenditure Other
- 0
- Expenditure Total
- 18630507
- Expenditure Investment Management
- 43400
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 49642
- Expenditure Support Costs
- 4287104
- Expenditure Depreciation
- 387012
- Gain Loss Investment
- -421000
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £3,846,911
- Assets Total Fixed
- 11724675
- Assets Own Use
- 11693046
- Assets Long Term Investment
- 31629
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £9,583,555
- Assets Total Liabilities
- £2,296,596
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £19,011,634
- Creditors One Year Total Current
- 2296596
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £8,884,194
- Funds Endowment
- 0
- Funds Unrestricted
- 15595900
- Funds Restricted
- 3415734
- Funds Total
- 19011634
- Count Employees
- 429
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 April 2021
- Fin Period End Date
- 31 March 2022
- Ar Due Date
- 31 January 2023
- Ar Received Date
- 9 November 2022
- Income Donations And Legacies
- 4885203
- Income Other Trading Activities
- 1741914
- Income Charitable Activities
- 12540662
- Income Investments
- 138425
- Income Other
- 0
- Income Total Income And Endowments
- 19306204
- Income Legacies
- 1777159
- Income Endowments
- 0
- Expenditure Raising Funds
- £3,633,753
- Expenditure Charitable Expenditure
- £13,045,600
- Expenditure Other
- 0
- Expenditure Total
- 16679353
- Expenditure Investment Management
- 36456
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 62536
- Expenditure Support Costs
- 3889244
- Expenditure Depreciation
- 298014
- Gain Loss Investment
- 285201
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £7,719,793
- Assets Total Fixed
- 19529713
- Assets Own Use
- 11718873
- Assets Long Term Investment
- 7810840
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £4,898,904
- Assets Total Liabilities
- £1,529,446
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £22,899,171
- Creditors One Year Total Current
- 1529446
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £1,076,983
- Funds Endowment
- 0
- Funds Unrestricted
- 19438666
- Funds Restricted
- 3460505
- Funds Total
- 22899171
- Count Employees
- 381
- Consolidated Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 April 2020
- Fin Period End Date
- 31 March 2021
- Ar Due Date
- 31 January 2022
- Ar Received Date
- 9 December 2021
- Income Donations And Legacies
- 3337599
- Income Other Trading Activities
- 1601166
- Income Charitable Activities
- 10863022
- Income Investments
- 111780
- Income Other
- 863399
- Income Total Income And Endowments
- 16776966
- Income Legacies
- 1465607
- Income Endowments
- 0
- Expenditure Raising Funds
- £2,789,784
- Expenditure Charitable Expenditure
- £11,747,126
- Expenditure Other
- 0
- Expenditure Total
- 14536910
- Expenditure Investment Management
- 31643
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 56080
- Expenditure Support Costs
- 3849062
- Expenditure Depreciation
- 225054
- Gain Loss Investment
- 1171277
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £7,300,000
- Assets Total Fixed
- 17933782
- Assets Own Use
- 11507885
- Assets Long Term Investment
- 6425897
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £4,162,455
- Assets Total Liabilities
- £2,109,118
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £19,987,119
- Creditors One Year Total Current
- 2109118
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £2,898,875
- Funds Endowment
- 0
- Funds Unrestricted
- 16454665
- Funds Restricted
- 3532454
- Funds Total
- 19987119
- Count Employees
- 353
- Consolidated Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Isle Of Wight
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 102
- Classification Type
- What
- Classification Description
- Education/training
- Classification Code
- 306
- Classification Type
- How
- Classification Description
- Provides Services
- Classification Code
- 103
- Classification Type
- What
- Classification Description
- The Advancement Of Health Or Saving Of Lives
- Classification Code
- 206
- Classification Type
- Who
- Classification Description
- Other Defined Groups
08 Official extract
Charity Event History
- Charity Name
- MOUNTBATTEN ISLE OF WIGHT
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2018-11-12T00:00:00
- Reason
- Transfer of funds
- Assoc Organisation Number
- 4032133
- Assoc Registered Charity Number
- 1120382
- Assoc Charity Name
- SEMI COLON GROUP ISLE OF WIGHT
- Charity Name
- MOUNTBATTEN ISLE OF WIGHT
- Charity Event Order
- 3
- Event Type
- Asset transfer in
- Date Of Event
- 2026-05-07T00:00:00
- Reason
- Ceased to exist
- Assoc Organisation Number
- 270380
- Assoc Registered Charity Number
- 270380
- Assoc Charity Name
- ST HELEN'S RELIEF IN SICKNESS CHARITY
- Charity Name
- MOUNTBATTEN ISLE OF WIGHT
- Charity Event Order
- 1
- Event Type
- Standard registration
- Date Of Event
- 1994-07-01T00:00:00
09 Official extract
Charity Governing Document
- Governing Document Description
- MEMORANDUM AND ARTICLES INCORPORATED 16/05/1994AS AMENDED ON 31 JAN 200, 29 JAN 2001, 28 JAN 2002, 10/06/2004AS REGISTERED AT COMPANIES HOUSE ON 26/11/2012NOW 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); andiii. 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; andc) 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
- NOT DEFINED
10 Official extract
Charity Other Names
- Charity Name Id
- 117684
- Charity Name Type
- Previous name
- Charity Name
- EARL MOUNTBATTEN HOSPICE
- Charity Name Id
- 117687
- Charity Name Type
- Working name
- Charity Name
- THE ISLAND HOSPICE
11 Official extract
Charity Other Regulators
- Regulator Order
- 1
- Regulator Name
- Care Quality Commission
12 Official extract
Charity Policy
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Paying staff
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Risk management
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Bullying and harassment policy and procedures
- Policy Name
- Safeguarding vulnerable beneficiaries
- Policy Name
- Social media policy and procedures
- Policy Name
- Internal risk management policy and procedures
- Policy Name
- Safeguarding policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Investment
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Volunteer management
- Policy Name
- Conflicting interests
- Policy Name
- Complaints policy and procedures