THE MORTIMER SOCIETY
Registered charity 287579 · accounts filings on the Charity Commission register · also known as BIRLING HOUSE, FRINDSBURY HOUSE, THE MORTIMER SOCIETY LIMITED
Provision of long term residential care for adults with physical disabilities, including Huntington's Disease, and/or learning disabilities, acquired brain injuries or other neurological conditions.
Causes: Disability · website · Get email alerts
Financial health, per its FY2025 accounts
The accounts state that the charity achieved a moderate surplus of £389,987 for the year ended 31 October 2025, with total reserves increasing to £5,622,361. The Trustees confirm that free reserves of £1,478,323 are currently in line with the stated policy target of maintaining a minimum of three months of basic operating expenditure, which amounts to approximately £1.3m. Despite challenges with funding from local authorities and rising costs, the charity remains viable with adequate resources to continue operations.
Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.
What the accounts disclose
Reserves policy: three months of basic operating expenditure (held: £1.5m)
“The reserves policy agreed by the Board of Trustees currently state that reserves should aim to be maintained at a minimum of three months of basic operating expenditure, which at this current time amounts to around £1.3m” — page 10
Per its FY2025 accounts as filed with the Charity Commission.
Related-party transaction: Donations received from 2 Trustees.
“During the year the Society received donations totalling £19,200 (2024: £600) from 2 Trustees, without conditions that would require the Society to significantly alter the nature of its existing activities.” — page 37
Per its FY2025 accounts as filed with the Charity Commission.
Accounts audited by UHY Hacker Young. Discloses 5 of 6 completeness components.
Corporate structure
Company officers (Companies House)
Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.
- TAYLOR, Philip Andrew — director, appointed 27/03/2026on trustee list
- KABIA, Michelle Andrea — director, appointed 20/03/2025on trustee list
- ROSE, Trevor — director, appointed 20/03/2025on trustee list
- HACKETT, Jacqueline — director, appointed 28/09/2022on trustee list
- NEVILLE, Claudette — director, appointed 15/12/2021on trustee list
- CLINTON, Christine Anne — director, appointed 29/09/2021on trustee list
Official officers record.
Property (HM Land Registry)
9 registered titles in England and Wales held by the charity’s company or corporate body (9 freehold); recorded price paid £129k. All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.
CQC provider record: The Mortimer Society — Registered, 2 registered locations, 1 regulated activity, last inspected 12/02/2019.charity number confirmed by CQC CQC record
Structured financials (annual return, FY ending 31/10/2025)
Cost of raising funds
£11k
Reported reserves equal ~12.5 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).
Per its annual return, largest income source: Charitable activities (99% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.
Per its annual return, cost of raising funds: 0.2% of total income — below the median for charities its size (5.2%) (benchmarks).
Care Quality Commission ratings
CQC inspection ratings for services run by a provider matching this charity’s name (matched by name; verify provider identity on CQC’s site).
- Michelle Kabiachair
- Christine Anne Clinton
- Claudette Neville
- Jacqueline Hackett
- Philip Andrew Taylor
- Trevor Rose · trustee of 2 other charities
Trustee list from the Charity Commission register (current, not historical).
Operates in: East Sussex · Kent · Medway · Surrey · Throughout London · West Sussex
Income and spending
Common questions
Is THE MORTIMER SOCIETY financially healthy?
Per its FY2025 accounts: The accounts state that the charity achieved a moderate surplus of £389,987 for the year ended 31 October 2025, with total reserves increasing to £5,622,361. The Trustees confirm that free reserves of £1,478,323 are currently in line with the stated policy target of maintaining a minimum of three months of basic operating expenditure, which amounts to approximately £1.3m. Despite challenges with funding from local authorities and rising costs, the charity remains viable with adequate resources to continue operations. Its FY2025 accounts were audited by UHY Hacker Young.
Who funds THE MORTIMER SOCIETY?
Funders whose own accounts filings name THE MORTIMER SOCIETY as a grant recipient include THE EDWARD GOSTLING FOUNDATION, CANTIACORUM FOUNDATION, THE SIR JAMES ROLL CHARITABLE TRUST, THE MICHAEL AND ANNA WIX CHARITABLE TRUST.
Known funders
Grants to this charity found in funders’ own accounts filings.
Government & lottery funding
Grants to this charity published as open data by government and lottery funders (360Giving).
Funders of similar charities
Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.
Charities like this
Semantically similar by activities and financial character, from our analysed corpus. Compare with HERTSMERE MENCAP.
Side by side with its peers
Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.