BIRMINGHAM PEN TRADE HERITAGE ASSOCIATION — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: CIO
Registered: 2 February 2018
Removed: Not supplied
Financial period: 1 April 2025 – 31 March 2026
Latest income: £81,623
Latest expenditure: £80,307
Gift Aid: Yes
Owns or uses land: Yes
In administration: No
Insolvent: No
CIO: Yes

Public contact address: PEN MUSEUM, UNIT 3, THE ARGENT CENTRE, 60 FREDERICK STREET, BIRMINGHAM

Website recorded by the regulator: www.penmuseum.org.uk (displayed as text)

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2025
Fin Period End Date: 31 March 2026
Ar Cycle Reference: AR26
Reporting Due Date: 31 January 2027
Date Annual Return Received: 29 July 2026
Date Accounts Received: 29 July 2026
Total Gross Income: £81,623
Total Gross Expenditure: £80,307

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 10 June 2025
Date Accounts Received: 10 June 2025
Total Gross Income: £75,169
Total Gross Expenditure: £82,186

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 27 August 2024
Date Accounts Received: 27 August 2024
Total Gross Income: £66,785
Total Gross Expenditure: £87,019

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 5 February 2024
Date Accounts Received: 5 February 2024
Total Gross Income: £54,750
Total Gross Expenditure: £82,412

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 29 January 2023
Date Accounts Received: 29 January 2023
Total Gross Income: £135,274
Total Gross Expenditure: £76,681

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR26
Fin Period Start Date: 1 April 2025
Fin Period End Date: 31 March 2026
Ar Due Date: 31 January 2027
Ar Received Date: 29 July 2026
Total Gross Income: £81,623
Total Gross Expenditure: £80,307
Grant Making Is Main Activity: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 25

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 10 June 2025
Total Gross Income: £75,169
Total Gross Expenditure: £82,186
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 20

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 27 August 2024
Total Gross Income: £66,785
Total Gross Expenditure: £87,019
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: No
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 15

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 5 February 2024
Total Gross Income: £54,750
Total Gross Expenditure: £82,412
Grant Making Is Main Activity: No
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 15

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 29 January 2023
Total Gross Income: £135,274
Total Gross Expenditure: £76,681
Charity Raises Funds From Public: Yes
Charity Professional Fundraiser: No
Charity Commercial Participator: No
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: Yes
Count Govt Grants: £3
Income From Government Grants: £120,639
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 15

05 Official extract

Charity Area Of Operation

Geographic Area Type: Local Authority
Geographic Area Description: Birmingham City
Parent Geographic Area Type: Metropolitan Counties
Parent Geographic Area Description: West Midlands
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 306
Classification Type: How
Classification Description: Provides Services

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 307
Classification Type: How
Classification Description: Provides Advocacy/advice/information

Classification Code: 305
Classification Type: How
Classification Description: Provides Buildings/facilities/open Space

Classification Code: 102
Classification Type: What
Classification Description: Education/training

07 Official extract

Charity Event History

Charity Name: BIRMINGHAM PEN TRADE HERITAGE ASSOCIATION
Charity Event Order: 1
Event Type: CIO registration
Date Of Event: 2018-02-02T00:00:00

Charity Name: BIRMINGHAM PEN TRADE HERITAGE ASSOCIATION
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2019-05-24T00:00:00
Assoc Organisation Number: 3941758
Assoc Registered Charity Number: 1064945
Assoc Charity Name: BIRMINGHAM PEN TRADE HERITAGE ASSOCIATION

08 Official extract

Charity Governing Document

Governing Document Description: CIO - ASSOCIATION Registered 02 Feb 2018
Charitable Objects: 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.

09 Official extract

Charity Other Names

Charity Name Id: 597540
Charity Name Type: Working name
Charity Name: BPTHA

Charity Name Id: 597539
Charity Name Type: Working name
Charity Name: THE PEN MUSEUM

10 Official extract

Charity Policy

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Trustee expenses policy and procedures

Policy Name: Serious incident reporting policy and procedures

Policy Name: Safeguarding policy and procedures

Policy Name: Risk management

Policy Name: Conflicting interests

Policy Name: Paying staff

Policy Name: Financial reserves policy and procedures

Policy Name: Complaints handling

Policy Name: Safeguarding vulnerable beneficiaries

Policy Name: Investment

Policy Name: Volunteer management