Finance Score: -5

Governance Score: 2

Support Score: 4

Multiple Deficits and declines: -5
No PartB

Dynamic board: +3
Mainly male board: -1

Grant maker support: +4

Overall GiG Score: 1

BIRMINGHAM PEN TRADE HERITAGE ASSOCIATION

The Pen Museum tells the story of the Steel Pen trade in Birmingham during the 19th and 20th Centuries and the impact it had on its workers, the people of Birmingham and globally.

Analysis by Giving is Great

Positives:

A significant proportion of recent income was derived from major grant makers including the Government
The Board appears to be dynamic in terms of composition

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
The Board is predominantly male
Over half the Board have joined recently

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income	Spending	Surplus/ Deficit	Volun- teers
31/03/23	*	£54,750	£82,412	£-27,662	15
31/03/22		£135,274	£76,681	£58,593	15
31/03/21		£72,388	£61,501	£10,887	10
31/03/20		£62,200	£70,500	£-8,300	20
31/03/19		£147,676	£68,832	£78,844	20

Show financials table -->

Download accounts

Highest pay bracket: less than £60,000

Established: 6 years

www.penmuseum.org.uk

enquiries@penmuseum.org.uk

01212369834

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Museums, parks, historical sites

How it operates

Provides advocacy/advice/information
Provides buildings/facilities/open space
Provides services
Sponsors or undertakes research

Where it operates

Birmingham City,

Who it helps

The General Public/Mankind

Who supports 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.

Specific Donations

Amount	When Months	To be used for
DCMS - Culture Recovery Fund: Continuity Support
£31,202	22/10/2021	To support cultural organisations who have received funding from the Culture Recovery Fund: Grants programme, in the first or second rounds, and can clearly demonstrate the financial need for further ....more To support cultural organisations who have received funding from the Culture Recovery Fund: Grants programme, in the first or second rounds, and can clearly demonstrate the financial need for further funding in order to be able to operate on a viable and sustainable basis by 31 March 2022.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

ANDREW CASEBOURNE MUNRO Appointed: 2018

CARMEL GIRLING Appointed: 2021

CRAIG EDMONDSON Appointed: 2022

DAVID EDWARD PRINCE Appointed: 2023

NIGEL DAVID EVANS Appointed: 2018

OLIVER JOHN BUCKLEY Appointed: 2023

STEVEN HEARN Appointed: 2022

Legal constitution

Charity registered in England & Wales on 02/02/2018, number: 1176955

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Trustee conflicts of interest policy and procedures
Volunteer management

Filing Record

5 returns made; AR23: 5 days late,

Main office

PEN MUSEUM
UNIT 3
THE ARGENT CENTRE
60 FREDERICK STREET
BIRMINGHAM

Objectives

TO PROMOTE AND PRESERVE THE HISTORY AND LEGACY OF THE STEEL PEN TRADE IN BIRMINGHAM, FOR THE ADVANCEMENT OF THE EDUCATION AND BENEFIT OF THE PUBLIC.TO MAINTAIN A MUSEUM THAT SHOWCASES THE SKILL AND CRAFTSMANSHIP OF THE PEN MAKERS AND THEIR EMPLOYEES AND ALSO HOUSES HISTORIC ARTEFACTS AND EPHEMERA RELATED TO THE ART OF WRITING.

Data Sources