Finance Score: -4

Governance Score: 2

Support Score: 6

Low unrestricted reserves: -2
Strong growth: +2
Multiple Deficits: -2
Fundraising costs high: -2

Dynamic board: +3
Mainly male board: -1

Grant maker support: +6

Overall GiG Score: 4

COUNTESS MOUNTBATTEN HOSPICE CHARITY LIMITED

To relieve the patients and otherwise to support the work of Countess Mountbatten House, generally and in particular in offering palliative care, pain relief, support and friendship for the terminally ill, and relief to carers and families. Providing additional services and facilities for patients, families, carers and staff, and funding for palliative care education and training.

Analysis by Giving is Great

Positives:

There has been strong growth in spending over the last 5 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

Regulatory & Governance issues to consider:

The Board is predominantly male

Financial issues to consider:

Unrestricted reserves appear to be dangerously low at the latest year end
On several occasions in recent years income has been less than spending
Fundraising costs are 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		£7,371	£9,332	£-1,962	£1,258	£1,754	£1,533	2	200	100
31/03/22		£9,709	£8,173	£1,537	£480	£3,817	£3,577	5.3	169	97
31/03/21		£7,383	£6,272	£1,111	£468	£2,120	£1,988	3.8	144	100
31/03/20		£5,971	£6,511	£-540	£589	£758	£705	1.3	134	100
31/03/19		£3,449	£3,710	£-261	£344	£1,388	£1,306	4.2	115	110
31/03/18	*	£1,388	£1,471	£-83	£145	£1,585	£1,553	12.7	12	0
31/03/17		£2,118	£1,422	£696	£128	£1,670	£1,583	13.4	13	0
31/03/16		£1,136	£1,283	£-147	£131	£905	£864	8.1	13	0
31/03/15		£1,242	£1,330	£-88	£126	£1,075	£1,029	9.3	11	0
31/03/14		£1,082	£1,261	£-179	£385	£1,111	£980	9.3	11	0
31/03/13	*	£808	£1,394	£-586	£285	£1,278	£1,046	9	11	0
31/03/12		£1,035	£1,214	£-179	£242	£1,773	£1,445	14.3	7	0
31/03/11		£1,337	£1,316	£21	£338	£1,960	£1,730	15.8	7	0
31/03/10		£1,114	£1,241	£-128	£307	£1,917	£1,834	17.7	7	0
31/03/09		£953	£1,177	£-224	£231	£1,863	£1,747	17.8	25	0

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Financial Ratios

Fundraising Costs/Relevant Income: 20.9%
Fundraising Costs/Total Spending: 13.6%
Highest pay band: Less than £60,000
Liabilities/Assets: 44%
Liabilities/Income: 18%
Unrestricted Funds/Total Funds: 87%
Reserves/Spending: 2 months
Net Current Assets/Spending: 2 months
Quick Ratio: 1.8

Asset Split ?

Established: 16 years

www.mountbatten-hampshire.org.uk

info@mountbatten.org.uk

02380475313

Charity Commission for England and Wales

Listed activities

Disability
Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Hospice services

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Provides human resources
Provides services
Sponsors or undertakes research

Where it operates

Hampshire, Southampton City,

Who it helps

Elderly/Old People
People With Disabilities

Who works here?

200 employees
100 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.

Major supporters in last 5 years

Wolfson Foundation	£100,000
Sir Jules Thorn Charitable Trust	£5,000
National Lottery Community Fund	£4,762
Masonic Trust	£1,985

Specific Donations

Amount	When Months	To be used for
Wolfson Foundation - Grant to Countess Mountbatten Hospice Charity Limited
£100,000	07/12/2022	Refurbishment of inpatient unit and new nurse station at hospice providing palliative care to patients in Hampshire
Sir Jules Thorn Charitable Trust - Mountbatten Hospice Charity Limited - 23/09/21
£5,000	29/11/2021	Core Funding
Masonic Trust - MCF Hospice
£1,985	10/11/2021	Unrestricted funding for hospices
National Lottery Community Fund - Hoist for IPU hospice patients
£4,762	24/01/2020 5	The funding will be used to install a hoist for the hospice. The project aims to support the needs of patients during end of life care.
Co-Operative Group - Grant to Countess Mountbatten Hospice Charity
£3,338	29/11/2017	We want to provide support for bereaved families, focusing on patients, relatives and especially concentrating on children.
Co-Operative Group - Grant to Countess Mountbatten Hospice charity
£2,730	04/08/2017	More pain-relieving mattresses will help ease pain with less need for high doses of medication, keeping patients more awake & comfortable.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Age Range of Trustees: 56-78

SIR IAN CHESHIRE Appointed: 2020, Occupation: Director

ANDREW CHARLES NEILL Appointed: 2022, Occupation: Company Director, Other trusteeship: EARL MOUNTBATTEN HOSPICE,

ANTHONY STABLES Appointed: 2018, Occupation: Retired

MORAIG FORREST-CHARDE Appointed: 2022, Occupation: Company Director, Other trusteeship: EARL MOUNTBATTEN HOSPICE,

PETER PITCHER Appointed: 2017, Occupation: Trustee

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

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

Legal constitution

Charitable company registered in England & Wales on 25/03/2008, number: 1123304
Registered at Companies House on 19/03/2008, number: 06539641

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Investment
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

15 returns made; AR18: 1 days late, AR13: 1 days late,

Main office

EARL MOUNTBATTEN HOSPICE
HALBERRY LANE
NEWPORT
PO30 2ER

Objectives

THE CHARITY IS ESTABLISHED FOR CHARITABLE OBJECTS AND PURPOSES ONLY AND (WITHOUT PREJUDICE TO OR LIMITATION OF THE GENERALITY OF THE FOREGOING WORDS):1 TO RELIEVE THE PATIENTS AND OTHERWISE TO SUPPORT THE WORK OF COUNTESS MOUNTBATTEN HOUSE, WEST END, SOUTHAMPTON, GENERALLY AND IN PARTICULAR IN OFFERING PALLIATIVE CARE, PAIN RELIEF, SUPPORT AND FRIENDSHIP FOR THE TERMINALLY ILL, OFFERING RELIEF TO RELATIVES BY OFFERING SHORT-TERM RESIDENTIAL CARE FOR PATIENTS AND ASSISTING FAMILIES AND CARERS WITH THE CARE OF THE SUFFERER AND OFFERING SUPPORT THROUGHOUT AN ILLNESS AND AFTER A PERSON'S DEATH2 TO PROVIDE ADDITIONAL SERVICES AND FACILITIES FOR PATIENTS, THEIR FAMILIES AND CARERS AND STAFF OF COUNTESS MOUNTBATTEN HOUSE, WEST END, SOUTHAMPTON.3 FOR THE ADVANCEMENT OF PALLIATIVE CARE THROUGH THE PROVISION OF FUNDS AND FACILITIES FOR RESEARCH, EDUCATIONAL FACILITIES AND TRAINING.

Defined Area of Benefit:

SOUTHAMPTON

Data Sources