Finance Score: 0

Governance Score: 9

Support Score: 10

Poor Liquidity: -1
Multiple Deficits: -2
Fundraising costs low: +3

Good trustee age range: +3
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +10

Overall GiG Score: 19

THE NATIONAL MUSEUM OF LABOUR HISTORY

The People's History Museum is the national museum of democracy. We are the only museum dedicated to telling the story of the development of democracy in Britain. We engage, inspire and inform all audiences by showing that 'there have always been ideas worth fighting for'.

Analysis by Giving is Great

Positives:

Fundraising costs are unusually low relative to funds raised
A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be well diversified in terms of age and gender and dynamic in terms of composition

Financial issues to consider:

Liquidity appears to have been slender at the latest year end
On several occasions in recent years income has been less than spending

Established: 38 years

www.phm.org.uk

info@phm.org.uk

0161 838 9190

Charity Commission for England and Wales

Tweets

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
31/03/23	*	£1,711	£1,976	£-265	£61	£9,689	£136	0.8	34	3
05/04/22		£1,771	£1,828	£-57	£89	£10,039	£513	3.4	39	5
05/04/21		£1,642	£1,727	£-86	£14	£10,095	£478	3.3	34	5
05/04/20		£2,053	£2,056	£-4	£156	£10,181	£466	2.7	39	6
05/04/19		£1,771	£2,013	£-242	£203	£10,185	£111	0.7	34	12
05/04/18		£1,402	£1,866	£-463	£201	£10,427	£-41	-0.3	33	0
05/04/17		£1,264	£1,644	£-380	£165	£10,890	£120	0.9	30	0
05/04/16		£1,291	£1,581	£-289	£110	£11,270	£198	1.5	26	0
05/04/15		£1,402	£1,744	£-342	£7	£11,559	£185	1.3	29	0
05/04/14		£1,296	£1,658	£-362	£9	£11,901	£199	1.4	29	0
05/04/13		£1,240	£1,575	£-335	£7	£12,262	£218	1.7	26	0
05/04/12		£1,232	£1,574	£-342	£7	£12,597	£209	1.6	26	0
05/04/11		£1,849	£1,528	£321	£8	£12,939	£208	1.6	25	0
05/04/10		£4,629	£964	£3,665	£7	£12,618	£34	0.4	20	0
05/04/09		£5,276	£824	£4,452	£6	£8,953	£219	3.2	17	0
05/04/08		£4,237	£2,047	£2,190	£839	£4,502	£208	1.2	17	0
05/04/07		£1,195	£950	£245	£922	£2,311	£408	5.2	17	0
05/04/06		£996	£955	£41	£0	£0	£0	n/a	0	0
05/04/05		£934	£912	£22	£0	£0	£0	n/a	0	0
05/04/04		£958	£992	£-33	£0	£0	£0	n/a	0	0

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Financial Ratios

Fundraising Costs/Relevant Income: 4.2%
Fundraising Costs/Total Spending: 3.1%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 1%
Reserves/Spending: 0.8 months
Net Current Assets/Spending: 4 months
Quick Ratio: 1

Asset Split ?

Listed activities

Arts/Culture/Heritage/Science
Education/Training
Environment/Conservation/Heritage

How it operates

Other charitable activities
Provides advocacy/advice/information
Provides services

Where it operates

Bolton, Bury, Manchester City, Oldham, Rochdale, Salford City, Stockport, Tameside, Trafford, Wigan,

Who it helps

Children/Young People
Elderly/Old People
People With Disabilities
The General Public/Mankind

Who works here?

34 employees
3 volunteers

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

DCMS	£500,874
National Lottery Heritage Fund	£162,600
John Ellerman Foundation	£132,806
Joseph Rowntree Foundation	£44,700
Garfield Weston Foundation	£30,000
The Foyle Foundation	£25,000

Specific Donations

Amount	When Months	To be used for
National Lottery Community Fund - Nothing About Us Without Us - Accessible Events Programme
£9,795	24/02/2023	The funding will be used to provide accessibility tools and support for disabled people to access culture without any barriers to participation. The project aims to host events where disabled people ....more The funding will be used to provide accessibility tools and support for disabled people to access culture without any barriers to participation. The project aims to host events where disabled people can share experiences and discuss the history of disabled people.
Wolfson Foundation - Grant to People's History Museum
£0	07/12/2022	'Nothing About Us Without Us – Creating Access for Everyone'. Grant of £107,150 under DCMS Wolfson Museums and Galleries Improvement Fund (round 14, grant ref. 21866). (WF contributing 50% of ....more 'Nothing About Us Without Us – Creating Access for Everyone'. Grant of £107,150 under DCMS Wolfson Museums and Galleries Improvement Fund (round 14, grant ref. 21866). (WF contributing 50% of total grant of £214,300).
Joseph Rowntree Foundation - Grant to People's History Museum
£5,000	08/07/2022	Wars, Trade, Empire and Slavery Interactive Timeline
John Ellerman Foundation - Collections officer 4 days a week, including oncosts and IT, management costs to support, development budget for team, system costs
£132,806	26/05/2022	Collections officer 4 days a week, including oncosts and IT, management costs to support, development budget for team, system costs
The Foyle Foundation - Learning (MGS)
£25,000	08/02/2022	specifically towards capital costs to improve accessibility at the museum as part of the Nothing About Us Without Us - A programme of exhibitions, events and activity exploring disabled people's ....more specifically towards capital costs to improve accessibility at the museum as part of the Nothing About Us Without Us - A programme of exhibitions, events and activity exploring disabled people's rights and activism
Garfield Weston Foundation - Main Grants award
£30,000	04/02/2022	Nothing About Us Without Us
National Lottery Heritage Fund - Grant to People's History Museum
£129,500	29/06/2021	Nothing About Us Without Us
National Lottery Heritage Fund - Grant to People's History Museum
£33,100	14/08/2020	COVID 19: People's History Museum
DCMS - National Portfolio Organisation 2018 - 2022
£327,925	01/04/2020	The wider aim of the scheme is: We are the national development agency for creativity and culture. By 2030 we want England to be a country in which the creativity of each of us is valued and given ....more The wider aim of the scheme is: We are the national development agency for creativity and culture. By 2030 we want England to be a country in which the creativity of each of us is valued and given the chance to flourish and where everyone of us has access to a remarkable range of high quality cultural experiences. Between 2018 and 2022, we will invest £1.45 billion of public money from government and an estimated £860 million from the National Lottery to help deliver this vision.
DCMS - People's History Museum CRF proposal
£172,949	01/04/2020	To support Arts and Culture throughout England
Joseph Rowntree Foundation - Grant to People's History Museum
£39,700	30/11/2019 12	Migration programme
Nesta - AC00885
£13,000	28/03/2019 12	Amplified programme grant to National Museum of Labour History Grant Ref AC00885
National Lottery Heritage Fund - Grant to People's History Museum
£46,800	28/01/2019	Disrupt? Peterloo and Protest
ARTS COUNCIL ENGLAND - NPO 2018-22: Band 2
£322,000	01/04/2018 11	National portfolio organisation- are leaders in their areas, with a collective responsibility to protect and develop our national arts and cultural ecology.
National Lottery Heritage Fund - Grant to People's History Museum
£82,100	30/10/2017	Represent! 100 years of all men and some women
National Lottery Heritage Fund - Grant to People's History Museum
£63,000	01/02/2016	Never Going Underground: The fight for LGBT+ rights
National Lottery Heritage Fund - Grant to People's History Museum
£95,000	30/09/2014	Voting for change – 150 years of radical movements for democracy, 1819 to 1969
National Lottery Heritage Fund - Grant to People's History Museum
£71,000	27/02/2014	The future of 'ideas worth fighting for' - the People's History Museum in 2020
National Lottery Heritage Fund - Grant to People's History Museum
£52,500	14/01/2014	A Land Fit for Heroes: exhibition and engagement programme at the People's History Museum

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)

Current Trustees appointed

Gender Split

Based on 10/11 persons

Age Range of Trustees: 34-73

ADELE DOUGLAS Appointed: 2021, Occupation: Councillor

BERNARD DONOGHUE Appointed: 2018, Occupation: Political Adviser, Other trusteeship: BRISTOL OLD VIC AND THEATRE ROYAL TRUST LIMITED,

CLLR NATHANIEL TETTEH Appointed: 2023, Occupation: Councillor

DR DAVID LUCKIN Appointed: 2021, Occupation: Head Of Community Investment

KAY CARBERRY Appointed: 2003, Occupation: Trade Union Official

KATHERINE SAVAGE Appointed: 2019, Occupation: Partner - Professional Services

LORD JOHN STEVEN BASSAM Appointed: 2016, Occupation: Chief Whip Labour Lords, Other trusteeship: ROYAL PAVILION AND MUSEUMS TRUST,

MATILDA QUINEY Appointed: 2021, Occupation: Head Of Msad, Tuc

STEVEN JAMES LINDSAY Appointed: 2014, Occupation: Accountant, Other trusteeship: OMEGA RESEARCH FOUNDATION LIMITED,

SUSANNAH THOMPSON Appointed: 2020, Occupation: Development Director, Other trusteeships: THE MANCHESTER HIGH SCHOOL FOR GIRLS GENERAL CHARITABLE TRUST, THE JOYCE AND MICHAEL KENNEDY AWARD FOR THE SINGING OF RICHARD STRAUSS,

VICTORIA PHILLIPS Appointed: 2019, Occupation: Partner

Legal constitution

Charitable company registered in England & Wales on 20/10/1986, number: 295260
Registered at Companies House on 28/07/1986, number: 02041438

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Campaigns and political activity policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Engaging external speakers at charity events policy and procedures
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Filing Record

20 returns made; AR23: 14 days late,

Main office

Peoples History Museum
Leftbank
Manchester
M3 3ER

Objectives

(A) THE ADVANCEMENT OF EDUCATION LEARNING AND KNOWLEDGE BY THE PROVISION AND MAINTENANCE OF A MUSEUM FOR THE PUBLIC EXHIBITION AND DISPLAY OF DOCUMENTS BOOKS PHOTOGRAPHS AND ANY OTHER ITEMS OF VISUAL HISTORY RELATING TO ALL ASPECTS OF THE HISTORY OF THE TRADE UNION AND LABOUR MOVEMENTS INSOFAR AS THEY ARE PART OF THE SOCIAL CULTURAL HISTORY OF GREAT BRITAIN AND TO PROMOTE RESEARCH INTO AND THE COLLECTION AND PRESERVATION OF ITEMS WHICH RELATE THERETO.(B) SUCH OTHER CHARITABLE PURPOSE OR PURPOSES OR CHARITABLE INSTITUTION OR CHARITABLE INSTITUTIONS OR CHARITABLE OBJECT OR CHARITABLE OBJECTS AS THE BOARD OF MANAGEMENT MAY THINK FIT OR BY DEED APPOINT AND WHICH IN THEIR ABSOLUTE DISCRETION SHALL BE CONDUCIVE TO THE ATTAINMENT OF THE ABOVE OBJECTS OR MAY BE CONNECTED THEREWITH OR HAVE SOME AFFINITY OF PURPOSE THEREWITH OR MAY( WHETHER SO CONNECTED OR HAVING SUCH AFFINITY OR NOT) CONVENIENTLY BE CONDUCTED OR COMBINED WITH THE OBJECTS DECLARED IN THE FOREGOING SUB-PARAGRAPH (A)

Defined Area of Benefit:

NOT DEFINED

Data Sources