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Mortimer History Society

RegisteredRegistered charity number 1171392SwanseaArts, culture, heritage and science
Income£20k2025-12-31
Spending£19ksame year
Spent / received95%5-year average
Size in its cause49th pctArts, culture, heritage and science
Registered2017CIO
Employees–latest return

Analysis

Mortimer History Society is a registered charity in England and Wales, based in Swansea. It was registered in January 2017, 9 years ago. Its declared purposes cover general charitable purposes, education/training and arts/culture/heritage/science, which this site groups under arts, culture, heritage and science. Legally it is a charitable incorporated organisation (CIO). It says it provides services, provides advocacy/advice/information and sponsors or undertakes research.

In the financial year ending December 2025, Mortimer History Society reported income of £20k and spending of £19k, spending 94% of its income. Across the 5 years on record, from December 2021 to December 2025, income grew from £12k to £20k (+62%), an average of +13% a year. The sharpest change came in the year to December 2022, when income rose by 74%. Over the whole period it spent 95% of the income it received.

Among 17,634 England and Wales charities whose main cause is arts, culture, heritage and science and that reported income, Mortimer History Society sits at the 49th percentile: it is larger than about 49% of them. Against every charity in England and Wales with reported income it ranks in the 45th percentile. Charities of a similar size with the same main cause include Belle Vue Youth Club (£20k), Dormansland War Memorial Hall (£20k) and The Friends of Lydiard Park (£20k).

Income and spending

£0£7,749£15k£23k£31k2021 Income: £12,4432021 Spending: £13,48320212022 Income: £21,6622022 Spending: £17,10220222023 Income: £26,9932023 Spending: £30,99520232024 Income: £22,3422024 Spending: £18,05620242025 Income: £20,1162025 Spending: £18,8242025
IncomeSpending

Where the income comes from

  • Other 100%

In the charity's own words

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.

Similar-sized charities, same cause

CharityLocationIncome
Belle Vue Youth ClubShrewsbury£20k
Dormansland War Memorial HallSurrey£20k
The Friends of Lydiard ParkWiltshire£20k
Ullenhall Village HallHenley-In-Arden£20k