MORTIMER HISTORY SOCIETY — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 31 January 2017
Removed: Not supplied
Financial period: 1 January 2025 – 31 December 2025
Latest income: £20,116
Latest expenditure: £18,824
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: Yes

Public contact address: Cwm Ivy Court Farm, Llanmadoc, SWANSEA, SA3 1DJ

Website recorded by the regulator: www.mortimerhistorysociety.org.uk (displayed as text)

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 January 2025
Fin Period End Date: 31 December 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 October 2026
Date Annual Return Received: 27 October 2026
Date Accounts Received: 27 October 2026
Total Gross Income: £20,116
Total Gross Expenditure: £18,824

Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 October 2025
Date Annual Return Received: 30 October 2025
Date Accounts Received: 30 October 2025
Total Gross Income: £22,342
Total Gross Expenditure: £18,056

Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 October 2024
Date Annual Return Received: 21 October 2024
Date Accounts Received: 21 October 2024
Total Gross Income: £26,993
Total Gross Expenditure: £30,995

Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 October 2023
Date Annual Return Received: 20 October 2023
Date Accounts Received: 20 October 2023
Total Gross Income: £21,662
Total Gross Expenditure: £17,102

Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 October 2022
Date Annual Return Received: 22 October 2022
Date Accounts Received: 22 October 2022
Total Gross Income: £12,443
Total Gross Expenditure: £13,483

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 January 2025
Fin Period End Date: 31 December 2025
Ar Due Date: 31 October 2026
Ar Received Date: 27 October 2026
Total Gross Income: £20,116
Total Gross Expenditure: £18,824
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: 10

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 January 2024
Fin Period End Date: 31 December 2024
Ar Due Date: 31 October 2025
Ar Received Date: 30 October 2025
Total Gross Income: £22,342
Total Gross Expenditure: £18,056
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 10

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 January 2023
Fin Period End Date: 31 December 2023
Ar Due Date: 31 October 2024
Ar Received Date: 21 October 2024
Total Gross Income: £26,993
Total Gross Expenditure: £30,995
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: 10

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 January 2022
Fin Period End Date: 31 December 2022
Ar Due Date: 31 October 2023
Ar Received Date: 20 October 2023
Total Gross Income: £21,662
Total Gross Expenditure: £17,102
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: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 20

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 January 2021
Fin Period End Date: 31 December 2021
Ar Due Date: 31 October 2022
Ar Received Date: 22 October 2022
Total Gross Income: £12,443
Total Gross Expenditure: £13,483
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: 10

05 Official extract

Charity Area Of Operation

Geographic Area Type: Country
Geographic Area Description: Austria
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Europe
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Australia
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Oceania
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: Canada
Parent Geographic Area Type: Continent
Parent Geographic Area Description: North America
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: United States
Parent Geographic Area Type: Continent
Parent Geographic Area Description: North America
Welsh Ind: No

Geographic Area Type: Country
Geographic Area Description: China
Parent Geographic Area Type: Continent
Parent Geographic Area Description: Asia
Welsh Ind: No

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 101
Classification Type: What
Classification Description: General Charitable Purposes

Classification Code: 309
Classification Type: How
Classification Description: Acts As An Umbrella Or Resource Body

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

07 Official extract

Charity Event History

Charity Name: MORTIMER HISTORY SOCIETY
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2017-01-31T00:00:00

08 Official extract

Charity Governing Document

Governing Document Description: CIO - ASSOCIATION REGISTERED 31 JAN 2017AMENDED ON 11 MAR 2017AMENDED ON 16 MAR 2019
Charitable Objects: THE OBJECTS OF THE MHS ARE:TO ADVANCE EDUCATION FOR THE PUBLIC BENEFIT IN THE MEDIEVAL MORTIMER FAMILY, BEING THE MORTIMER FAMILY OF WIGMORE AND THE CADET BRANCHES OF THAT FAMILY, TOGETHER WITH THE WIDER CULTURAL AND POLITICAL HISTORY OF THE WELSH MARCHES AND THE MARCHER LORDS FROM 1066 TO 1500 BY: 1. FOSTERING AN ACADEMIC AND PRACTICAL APPRECIATION OF THE LOCAL, NATIONAL AND INTERNATIONAL HISTORY ASSOCIATED WITH THE MORTIMER FAMILY, AND SIMILAR MEDIEVAL MARCHER FAMILIES. 2. STUDYING THE ARCHAEOLOGY, STRUCTURAL FABRIC, HERALDRY, ARTEFACTS AND DOCUMENTS RELATED TO THE MORTIMER FAMILY, AND SIMILAR MEDIEVAL MARCHER FAMILIES. 3. WORKING WITH SCHOOLS, COMMUNITIES, COLLEGES AND UNIVERSITIES TO PROMOTE, SUSTAIN AND INCREASE INDIVIDUAL AND COLLECTIVE KNOWLEDGE AND UNDERSTANDING OF THE CONTRIBUTION OF THE MEDIEVAL MORTIMER FAMILY TO THE HISTORY AND CULTURE OF THE BRITISH ISLES, AND ALSO OF THE HISTORY, ECONOMY, SOCIETY AND CULTURE OF THE MEDIEVAL MARCHES OF WALES. 4. DEVELOPING GREATER KNOWLEDGE OF THE MORTIMER FAMILY AND MEDIEVAL LIFE IN THE MARCHES OF WALES THROUGH THE PROMOTION OF LOCAL AND NATIONAL RESEARCH AND ITS DISSEMINATION THROUGH CONFERENCES, LECTURES AND PUBLICATIONS.5. PROMOTING THE PRESERVATION, CONSERVATION AND PUBLIC ACCESSIBILITY OF OBJECTS, BUILDINGS AND PLACES RELATED TO THE HISTORY OF THE MEDIEVAL MORTIMER FAMILY.

09 Official extract

Charity Policy

Policy Name: Complaints policy and procedures

Policy Name: Internal charity financial controls policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Social media policy and procedures

Policy Name: Financial reserves policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Bullying and harassment policy and procedures