01 Identity
Registration and reporting
- Registration status
- Registered
- Reporting status
- Submission Received
- Charity type
- CIO
- Registered
- 4 February 2014
- Removed
- Not supplied
- Financial period
- 1 June 2024 – 31 May 2025
- Latest income
- £34,420
- Latest expenditure
- £35,878
- Gift Aid
- Yes
- Owns or uses land
- No
- In administration
- No
- Insolvent
- No
- CIO
- Yes
Public contact address: The Estate Office, Broadlands, Romsey, Hampshire, SO51 9ZD
02 Activities
What the charity does
Providing support for the elderly in need in the Romsey and surrounding area.
03 Official extract
Charity Annual Return History
- Fin Period Start Date
- 1 June 2024
- Fin Period End Date
- 31 May 2025
- Ar Cycle Reference
- AR25
- Reporting Due Date
- 31 March 2026
- Date Annual Return Received
- 26 March 2026
- Date Accounts Received
- 26 March 2026
- Total Gross Income
- £34,420
- Total Gross Expenditure
- £35,878
- Fin Period Start Date
- 1 June 2023
- Fin Period End Date
- 31 May 2024
- Ar Cycle Reference
- AR24
- Reporting Due Date
- 31 March 2025
- Date Annual Return Received
- 25 March 2025
- Date Accounts Received
- 25 March 2025
- Total Gross Income
- £27,302
- Total Gross Expenditure
- £24,798
- Fin Period Start Date
- 1 June 2022
- Fin Period End Date
- 31 May 2023
- Ar Cycle Reference
- AR23
- Reporting Due Date
- 31 March 2024
- Date Annual Return Received
- 12 April 2024
- Date Accounts Received
- 12 April 2024
- Total Gross Income
- £86,753
- Total Gross Expenditure
- £316,197
- Fin Period Start Date
- 1 June 2021
- Fin Period End Date
- 31 May 2022
- Ar Cycle Reference
- AR22
- Reporting Due Date
- 31 March 2023
- Date Annual Return Received
- 30 March 2023
- Date Accounts Received
- 30 March 2023
- Total Gross Income
- £932,754
- Total Gross Expenditure
- £952,010
- Fin Period Start Date
- 1 June 2020
- Fin Period End Date
- 31 May 2021
- Ar Cycle Reference
- AR21
- Reporting Due Date
- 31 March 2022
- Date Annual Return Received
- 9 February 2022
- Date Accounts Received
- 9 February 2022
- Total Gross Income
- £774,336
- Total Gross Expenditure
- £654,998
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 June 2024
- Fin Period End Date
- 31 May 2025
- Ar Due Date
- 31 March 2026
- Ar Received Date
- 26 March 2026
- Total Gross Income
- £34,420
- Total Gross Expenditure
- £35,878
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- 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
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 2
- Ar Cycle Reference
- AR24
- Fin Period Start Date
- 1 June 2023
- Fin Period End Date
- 31 May 2024
- Ar Due Date
- 31 March 2025
- Ar Received Date
- 25 March 2025
- Total Gross Income
- £27,302
- Total Gross Expenditure
- £24,798
- Grant Making Is Main Activity
- Yes
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- 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
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 3
- Ar Cycle Reference
- AR23
- Fin Period Start Date
- 1 June 2022
- Fin Period End Date
- 31 May 2023
- Ar Due Date
- 31 March 2024
- Ar Received Date
- 12 April 2024
- Total Gross Income
- £86,753
- Total Gross Expenditure
- £316,197
- Grant Making Is Main Activity
- No
- Count Govt Contracts
- 0
- Count Govt Grants
- £0
- Charity Has Trading Subsidiary
- No
- 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
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 June 2021
- Fin Period End Date
- 31 May 2022
- Ar Due Date
- 31 March 2023
- Ar Received Date
- 30 March 2023
- Total Gross Income
- £932,754
- Total Gross Expenditure
- £952,010
- Charity Raises Funds From Public
- Yes
- Charity Professional Fundraiser
- No
- Charity Commercial Participator
- No
- Grant Making Is Main Activity
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- Yes
- Count Govt Grants
- £16
- Income From Government Grants
- £31,584
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 June 2020
- Fin Period End Date
- 31 May 2021
- Ar Due Date
- 31 March 2022
- Ar Received Date
- 9 February 2022
- Total Gross Income
- £774,336
- Total Gross Expenditure
- £654,998
- Charity Raises Funds From Public
- No
- Charity Receives Govt Funding Contracts
- No
- Charity Receives Govt Funding Grants
- No
- Charity Has Trading Subsidiary
- No
- Does Trustee Receive Any Benefit
- No
- Trustee Resigned Employment
- No
- Employees Salary Over 60k
- No
- Count Volunteers
- 0
05 Official extract
Charity Annual Return Partb
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 4
- Ar Cycle Reference
- AR22
- Fin Period Start Date
- 1 June 2021
- Fin Period End Date
- 31 May 2022
- Ar Due Date
- 31 March 2023
- Ar Received Date
- 30 March 2023
- Income Donations And Legacies
- 51643
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 881111
- Income Investments
- 0
- Income Other
- 0
- Income Total Income And Endowments
- 932754
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £952,010
- Expenditure Other
- 0
- Expenditure Total
- 952010
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 15733
- Expenditure Support Costs
- 67215
- Expenditure Depreciation
- 13772
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £554,363
- Assets Total Fixed
- 782177
- Assets Own Use
- 782177
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £124,794
- Assets Total Liabilities
- £352,608
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £554,363
- Creditors One Year Total Current
- 352608
- Creditors Falling Due After One Year
- 0
- Assets Cash
- £122,198
- Funds Endowment
- 0
- Funds Unrestricted
- 550655
- Funds Restricted
- 3708
- Funds Total
- 554363
- Count Employees
- 30
- Charity Only Accounts
- Yes
- Latest Fin Period Submitted Ind
- No
- Fin Period Order Number
- 5
- Ar Cycle Reference
- AR21
- Fin Period Start Date
- 1 June 2020
- Fin Period End Date
- 31 May 2021
- Ar Due Date
- 31 March 2022
- Ar Received Date
- 9 February 2022
- Income Donations And Legacies
- 69065
- Income Other Trading Activities
- 0
- Income Charitable Activities
- 647625
- Income Investments
- 1610
- Income Other
- 56396
- Income Total Income And Endowments
- 774696
- Income Legacies
- 0
- Income Endowments
- 0
- Expenditure Raising Funds
- £0
- Expenditure Charitable Expenditure
- £654,998
- Expenditure Other
- 0
- Expenditure Total
- 654998
- Expenditure Investment Management
- 0
- Expenditure Grants Institution
- 0
- Expenditure Governance
- 47092
- Expenditure Support Costs
- 47092
- Expenditure Depreciation
- 13959
- Gain Loss Investment
- 0
- Gain Loss Pension Fund
- 0
- Gain Loss Revaluation Fixed Investment
- 0
- Gain Loss Other
- 0
- Reserves
- £246,955
- Assets Total Fixed
- 541864
- Assets Own Use
- 541864
- Assets Long Term Investment
- 0
- Defined Benefit Pension Scheme
- 0
- Assets Other Assets
- £292,167
- Assets Total Liabilities
- £260,412
- Assets Current Investment
- 0
- Assets Total Assets And Liabilities
- £573,619
- Creditors One Year Total Current
- 42494
- Creditors Falling Due After One Year
- 217918
- Assets Cash
- £292,167
- Funds Endowment
- 0
- Funds Unrestricted
- 570901
- Funds Restricted
- 2718
- Funds Total
- 573619
- Count Employees
- 34
- Charity Only Accounts
- Yes
06 Official extract
Charity Area Of Operation
- Geographic Area Type
- Local Authority
- Geographic Area Description
- Hampshire
- Welsh Ind
- No
07 Official extract
Charity Classification
- Classification Code
- 101
- Classification Type
- What
- Classification Description
- General Charitable Purposes
- Classification Code
- 302
- Classification Type
- How
- Classification Description
- Makes Grants To Organisations
- Classification Code
- 202
- Classification Type
- Who
- Classification Description
- Elderly/old People
- Classification Code
- 105
- Classification Type
- What
- Classification Description
- The Prevention Or Relief Of Poverty
08 Official extract
Charity Event History
- Charity Name
- COUNTESS MOUNTBATTEN OF BURMA ROMSEY MEMORIAL TRUST
- Charity Event Order
- 1
- Event Type
- CIO registration
- Date Of Event
- 2014-02-04T00:00:00
- Charity Name
- COUNTESS MOUNTBATTEN OF BURMA ROMSEY MEMORIAL TRUST
- Charity Event Order
- 2
- Event Type
- Asset transfer in
- Date Of Event
- 2014-12-15T00:00:00
- Assoc Organisation Number
- 206009
- Assoc Registered Charity Number
- 206009
- Assoc Charity Name
- COUNTESS MOUNTBATTEN OF BURMA ROMSEY MEMORIAL TRUST
09 Official extract
Charity Governing Document
- Governing Document Description
- CIO - FOUNDATION REGISTERED 04 FEB 2014AMENDED ON 21 AUG 2023
- Charitable Objects
- THE OBJECT OF THE CIO IS, FOR THE PUBLIC BENEFIT, TO RELIEVE ELDERLY PEOPLE WHO ARE IN NEED.
10 Official extract
Charity Other Names
- Charity Name Id
- 542724
- Charity Name Type
- Working name
- Charity Name
- EDWINA MOUNTBATTEN HOUSE
11 Official extract
Charity Policy
- Policy Name
- Serious incident reporting policy and procedures
- Policy Name
- Complaints handling
- Policy Name
- Risk management
- Policy Name
- Trustee expenses policy and procedures
- Policy Name
- Investment
- Policy Name
- Financial reserves policy and procedures
- Policy Name
- Trustee conflicts of interest policy and procedures
- Policy Name
- Internal charity financial controls policy and procedures
- Policy Name
- Investing charity funds policy and procedures
- Policy Name
- Internal risk management policy and procedures