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Governance Register

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

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

6.4y median 6.5y
average tenure
10y
longest tenure

Trustees past 6 years

8.4y
average years in governance

First-time vs portfolio trustees

First-time (9)

Portfolio (3)

2
company-linked trustees

Sector coverage iSector coverageThe charitable fields this board's trustees govern in elsewhere, by Charity Commission classification. Excludes this charity.

General Charitable Purposes 12Arts/culture/heritage/science 11Education/training 11Disability 1Environment/conservation/heritage 1

Commercial experience iCommercial experienceThe industries this board's members are company directors in, by Companies House SIC code. Excludes this organisation's own company.

Other services 2Arts and leisure 1Health and social care 1

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.

🔒 Succession forecast is a Pro feature - the board seats likely to open in the next year and the ideal next trustee. Explore Pro →

Health of the organisation facts side by side - the conclusion is yours

Income v spending, filed accountsiIncome v spendingTotal gross income and expenditure from filed annual returns, Charity Commission, last 5 years.
2020
2021
2022
2023
2024
incomespending£22k latest income

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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