Registered charity (CIO) · Swansea
Mortimer History Society
- 12 trustees
- Income £22k (2024)
Official record Charity Commission · updated 27th September 2026 · Sources
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Who leads it
- Angela Rosalie Deane IliffTrustee · since 2021
- Annie Elizabeth GarthwaiteTrustee · since 2021
- Clive JuppTrustee · since 2016
- Dr Alastair Iain AytonTrustee · since 2024
- Dr Ian Luke BassTrustee · since 2025
- John FlemingTrustee · since 2016
- Katherine Margery CowellTrustee · since 2022
- Mary Elizabeth HolleyTrustee · since 2016
- Mike BeazleyTrustee · since 2018
- Pamela Thom-RoweTrustee · since 2024
- Philip HumeTrustee · since 2016
- YVE Anne JamesTrustee · since 2016
Current trustees as listed by the Charity Commission, which does not publish previous trustees.
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About
- What it does
- General Charitable Purposes, Education/training, Arts/culture/heritage/science
- Where
- Throughout England And Wales, Australia, Austria, Canada and more
- Website
- www.mortimerhistorysociety.org.uk (opens in a new tab)
- Registered
- 2017
Income and spending
- YearIncomeSpending
- 2024£22k£18k
- 2023£27k£31k
- 2022£22k£17k
Earlier years
- 2021£12k£13k
- 2020£9k£10k
Income trend, 2020 to 2024.
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.
Board analysis
Board DNA
How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.iBoard compositionCounted from the dated Charity Commission trustee register: the current board only, past trustees excluded.
12 trustees on the board
- Angela Rosalie Deane Iliff since 2021
- Annie Elizabeth Garthwaite since 2021
- Clive Jupp since 2016
- Dr Alastair Iain Ayton since 2024
- Dr Ian Luke Bass since 2025
- John Fleming since 2016
- Katherine Margery Cowell since 2022
- Mary Elizabeth Holley since 2016
- Mike Beazley since 2018
- Pamela Thom-Rowe since 2024
- Philip Hume since 2016
- YVE Anne James since 2016
Trustees past 6 years
- Clive Jupp since 2016
- John Fleming since 2016
- Mary Elizabeth Holley since 2016
- Mike Beazley since 2018
- Philip Hume since 2016
- YVE Anne James since 2016
First-time vs portfolio trustees
First-time (9)
- Angela Rosalie Deane Iliff since 2021
- Annie Elizabeth Garthwaite since 2021
- Dr Alastair Iain Ayton since 2024
- Dr Ian Luke Bass since 2025
- John Fleming since 2016
- Mary Elizabeth Holley since 2016
- Pamela Thom-Rowe since 2024
- Philip Hume since 2016
- YVE Anne James since 2016
Portfolio (3)
- Clive Jupp since 2016
- Katherine Margery Cowell since 2022
- Mike Beazley since 2018
Sector coverage iSector coverageThe charitable fields this board's trustees govern in elsewhere, by Charity Commission classification. Excludes this charity.
Commercial experience iCommercial experienceThe industries this board's members are company directors in, by Companies House SIC code. Excludes this organisation's own company.
Gaps to watch
- Several long-serving trustees could step down together
Succession forecast iSuccession forecastThe number of board seats likely to open in the next twelve months - summed across the board from each dated trustee’s tenure - and the profile worth recruiting next. From the filed record, deterministic.
Health of the organisation facts side by side - the conclusion is yours
Sources
Official record from the Charity Commission register for England and Wales. Governance Register calculates the connections.
Record details
- Registered charity number
- 1171392
- Status
- Registered
- Governing document
- CIO - ASSOCIATION REGISTERED 31 JAN 2017AMENDED ON 11 MAR 2017AMENDED ON 16 MAR 2019
- Contact on the register
- 01584831654 · secretary@mortimerhistorysociety.org.uk
- Edition
- Register edition compiled 27th September 2026
- Labels
- Official record from the register · Calculated derived by Governance Register. Anything added by an organisation or person is labelled as provided by them.
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