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home >> charity search >> mortimer history society
Finance Score: 1
Governance Score: 0
Support Score: 0
  • Reasonable growth: +1
  • No PartB
  • No volunteer policy: -2
  • No conflicts policy: -1
  • Gender balanced board: +3
  • Large volunteers +5
Overall GiG Score: 6 ?

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.
Analysis by Giving is Great

Positives:

  • This charity has been very successful in attracting volunteers relative to its size
  • There has been reasonable growth in spending over the last 3 years relative to the previous period, despite a decline more recently
  • There have been no material income shortfalls in recent years
  • The Board appears to be well diversified in terms of gender

Regulatory & Governance issues to consider:

  • Although this charity works with volunteers it does not have a Volunteer Management policy
  • This charity does not have a Conflict of Interests policy
  • One or more trustees receive payments or benefits from the charity for providing services to the charity

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
miles

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
31/12/22£22£17£5n/an/an/an/an/a20
31/12/21£12£13£-1n/an/an/an/an/a10
31/12/20£9£10£-1n/an/an/an/an/a6
31/12/19£27£22£5n/an/an/an/an/a15
31/12/18£17£12£6£0£0£0n/a010
31/12/17£12£10£2£0£0£0n/a00
Show more rows -->

Download accounts
Highest pay bracket: less than £60,000
Established: 7 years

www.mortimerhistorysociety.org.uk

secretary@mortimerhistorysociety.org.uk

01584831654

Charity Commission for England and WalesX
UN SDGs
?
Listed activities
  • Arts/Culture/Heritage/Science
  • Education/Training
  • General Charitable Purposes
GiG Classification
  • Museums, parks, historical sites
How it operates
  • Acts as an umbrella or resource body
  • Provides advocacy/advice/information
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Australia, Austria, Canada, China, Throughout England And Wales, United States,
Who it helps
  • The General Public/Mankind
Who works here?
  • Unknown number of employees
  • 20 volunteers

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split
Based on 9/10 persons

Legal constitution
  • Charity registered in England & Wales on 31/01/2017, number: 1171392
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
There are no Policies registered with the Charities Commission
Filing Record
6 returns made; all on time
Main office

WATERLOO LODGE
ORLETON COMMON
ORLETON
LUDLOW
SY8 4JG

Objectives

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.

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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