Finance Score: -4

Governance Score: 3

Support Score: 3

Strong growth: +2
Deficit latest year: -2
Fundraising costs high: -4

Dynamic board: +3

Grant maker support: +3

Overall GiG Score: 2

EARL MOUNTBATTEN HOSPICE

The provision of palliative care

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 years
There have been no material income shortfalls in recent years
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Financial issues to consider:

Income was lower than spending in the latest year
Fundraising costs are extremely high relative to funds raised

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/03/23		£15,164	£18,631	£-3,467	£4,910	£19,012	£15,596	10	429	600
31/03/22		£19,306	£16,679	£2,627	£3,597	£22,899	£19,439	14	381	750
31/03/21		£16,777	£14,537	£2,240	£2,758	£19,987	£16,455	13.6	353	600
31/03/20	*	£15,089	£14,581	£508	£2,218	£16,576	£12,101	10	205	800
31/03/19		£12,336	£10,696	£1,640	£2,022	£16,557	£11,716	13.1	318	950
31/03/18	*	£7,216	£7,440	£-224	£1,814	£14,769	£11,417	18.4	240	0
31/03/17		£7,034	£6,890	£145	£1,817	£15,036	£12,396	21.6	175	0
31/03/16		£6,160	£6,218	£-59	£1,628	£14,396	£11,973	23.1	114	0
31/03/15		£5,338	£6,938	£-1,601	£2,035	£14,575	£12,180	21.1	118	0
31/03/14		£7,024	£5,802	£1,222	£1,505	£15,945	£13,438	27.8	115	0
31/03/13		£6,206	£5,495	£712	£1,398	£14,725	£12,745	27.8	108	0
31/03/12		£6,863	£5,031	£1,832	£1,159	£13,907	£12,056	28.8	100	0
31/03/11		£6,953	£4,895	£2,058	£731	£12,041	£10,499	25.7	94	0
31/03/10		£4,745	£4,222	£523	£771	£9,829	£9,541	27.1	85	0
31/03/09		£5,554	£4,385	£1,169	£675	£9,212	£8,786	24	88	0
31/03/08		£4,280	£3,809	£471	£508	£8,128	£8,088	25.5	84	0
31/03/07		£4,240	£3,598	£642	£478	£7,625	£7,547	25.2	79	0
31/03/06		£3,215	£3,709	£-494	£0	£0	£0	n/a	0	0
31/03/05		£2,879	£2,489	£389	£0	£0	£0	n/a	0	0
31/03/04		£2,929	£2,092	£837	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 38.6%
Fundraising Costs/Total Spending: 26.6%
Senior Staff Costs/Total Spending: 3%
Highest pay band: £110,000-£120,000
Liabilities/Assets: 11%
Liabilities/Income: 15%
Unrestricted Funds/Total Funds: 82%
Reserves/Spending: 10 months
Net Current Assets/Spending: 5 months
Quick Ratio: 3.9

Asset Split ?

Established: 30 years

www.mountbatten.org.uk

info@mountbatten.org.uk

01983529511

Charity Commission for England and Wales

Tweets

Listed activities

The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice services

How it operates

Provides services

Where it operates

Isle Of Wight,

Who it helps

Other Defined Groups

Who works here?

429 employees
600 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
Masonic Trust - MCF Hospice
£1,750	10/11/2021	Unrestricted funding for hospices
Sir Jules Thorn Charitable Trust - Earl Mountbatten Hospice - 28/04/21
£5,000	14/06/2021	Core Funding
Masonic Trust - MCF Hospice UK Partnership
£20,000	28/02/2019	Bereavement Help Points - Bereavement Support
National Lottery Heritage Fund - Grant to Earl Mountbatten Hospice
£8,000	24/01/2017	Mountbatten Memories - celebrating 35 years of the Isle of Wight's only hospice
Masonic Trust - Hospice Grant
£3,290	19/10/2016	Core funding for hospices

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (8)

Current Trustees appointed

Gender Split

Age Range of Trustees: 53-78

STEPHEN JOHN IZATT Appointed: 2022, Occupation: Company Director

ANDREW CHARLES NEILL Appointed: 2022, Occupation: Company Director, Other trusteeship: COUNTESS MOUNTBATTEN HOSPICE CHARITY LIMITED,

ANTHONY STABLES Appointed: 2018, Occupation: Retired

MORAIG FORREST-CHARDE Appointed: 2022, Occupation: Company Director, Other trusteeship: COUNTESS MOUNTBATTEN HOSPICE CHARITY LIMITED,

SIR IAN CHESHIRE Appointed: 2020, Occupation: Director

WENDY MURWILL Appointed: 2018, Occupation: Financial Consultant

BARBARA HALLIDAY Appointed: 2022, Occupation: Lawyer, Other trusteeships: COUNTESS MOUNTBATTEN HOSPICE CHARITY LIMITED, THE HMS VICTORY PRESERVATION COMPANY,

MICHAEL ACLAND Appointed: 2018, Occupation: Finance Consultant, Other trusteeships: CAMPAIGN TO PROTECT RURAL ENGLAND - ISLE OF WIGHT BRANCH, COUNTESS MOUNTBATTEN HOSPICE CHARITY LIMITED,

Legal constitution

Charitable company registered in England & Wales on 01/07/1994, number: 1039086
Registered at Companies House on 16/05/1994, number: 02929267

Gift Aid

Registered with HMRC for Gift Aid

Other Regulators

Care Quality Commission

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
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

Filing Record

20 returns made; AR20: 5 days late, AR18: 1 days late,

Main office

EARL MOUNTBATTEN HOSPICE
HALBERRY LANE
NEWPORT
PO30 2ER

Objectives

3.1 TO RELIEVE SICKNESS, PRIMARILY BUT NOT EXCLUSIVELY AMONGST PERSONS DIAGNOSED AS SUFFERING FROM A TERMINAL ILLNESS, BY SUCH WHOLLY CHARITABLE MEANS AS THE TRUSTEES SHALL FROM TIME TO TIME THINK FIT;3.2 TO OFFER SUPPORT AND RELIEF TO RELATIVES AND DEPENDENTS OF SUCH PERSONS BOTH BEFORE AND AFTER BEREAVEMENT.

Defined Area of Benefit:

NOT DEFINED

Data Sources