Mortimer History Society

Organises an annual programme of talks, conferences, study days, and field trips on aspects of medieval history, the Mortimers and the Welsh Marches; organises an annual essay prize for scholars; publishes an annual Journal; organises an annual programme of work with primary schools; involves and informs members through the website and quarterly newsletter.

In the charity's own words, from the register.

Elsewhere

• Throughout England and Wales
• Australia
• Austria
• Canada
• China
• United States

The places the charity told the Commission it works in.

In the year ending 31 December 2025, it had income of £20,116 and spent £18,824.

Figures as the charity reported them to the Charity Commission. Staff and volunteer numbers are only asked of charities with income over £10,000. A year with no row was not reported.

Separate measures from the charity's own returns and accounts, each with its year. Read them together: no single measure says how well a charity is run.

Income over time

Up 62%, from £12,443 in the year to 31 December 2021 to £20,116 in the year to 31 December 2025.

Spending against income

It spent 94% of its income in the year to 31 December 2025. It spent more than its income in 2 of the 5 years shown.

From the annual returns the charity filed with the Charity Commission. The largest funder comes from its accounts, read by AI.

Government grants in the year ending 31 December 2025: Not reported. Government contracts: Not reported.

From the charity's annual return to the Charity Commission, which asks every charity with income over £10,000 how much came from government grants and contracts. It does not say which part of government. These totals are separate from the named funders read from its accounts and the grants published on 360Giving, and are not added to them.

No grants to this charity appear in 360Giving data.

Only funders that publish their grants to 360Giving are included, and many do not. These are amounts funders awarded, which can differ from what the charity received in a given year, so they are shown apart from the accounts figures above.

11 trustees run the charity.

• Angela Rosalie Deane IliffAppointed 8 September 2021
• Annie Elizabeth GarthwaiteAppointed 8 September 2021
• Clive JuppAppointed 15 March 2016
• Dr Alastair Iain AytonAppointed 23 March 2024
• Dr Ian Luke BassAppointed 4 April 2025
• Katherine Margery CowellAppointed 26 March 2022
• Mary Elizabeth HolleyAppointed 22 September 2016
• Mike BeazleyAppointed 10 March 2018
• Pamela Thom-RoweAppointed 23 March 2024
• Philip HumeAppointed 15 March 2016
• Yve Anne JamesAppointed 15 March 2016

Trustees are responsible in law for the charity. Names are as they appear on the public register.

Of the last 5 annual returns that were due, 5 arrived by the deadline.

Charities with income over £10,000 send an annual return within 10 months of their year end, and those over £25,000 also send their accounts. Smaller charities only update their income and spending on the register. The dates are when the Commission received each document.

Charity number

1171392

Status

Registered

Registered with the Commission

31 January 2017

Governing document

CIO - ASSOCIATION REGISTERED 31 JAN 2017AMENDED ON 11 MAR 2017AMENDED ON 16 MAR 2019

Website

www.mortimerhistorysociety.org.ukAs the charity gave it on the register.

Council area of its contact address

Swansea

• Register details, income, spending, trustees and filing dates: Charity Commission for England and Wales, register of charities. Loaded by OpenEconomy on 2 November 2026.
• Grants awarded: 360Giving open grants data, from funders that publish there, as loaded by OpenEconomy.

• This charity on the Charity Commission register
• 360Giving open grants data
• This charity on OpenEconomy

• OpenCouncil: Swansea Council's meetings and decisions
• OpenEconomy: Swansea's economy in figures
• OpenSenedd: the Members of the Senedd for Gŵyr Abertawe
• OpenSenedd: the Members of the Senedd for Brycheiniog Tawe Nedd