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.
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.
Financial health, per its FY2026 accounts
The accounts state that the charity reported a net decrease in unrestricted funds of £1,784 for the year, resulting in a total deficit before restricted fund movements. However, unrestricted reserves stood at £23,268, which is below the trustees' stated policy target of approximately £32,000 (six months of operating expenditure). The trustees remain satisfied with the ability to continue as a going concern despite the operational deficit.
What the accounts disclose
“As of 31 March 2026, the general funds balance was £23,268. Therefore, the Trustees have the aim of improving the amount of general funds.”
“Mr A C Munro, a trustee of the Museum, is the director of Midlands Industrial Association Limited. During the year, The Birmingham Pen Trade Heritage Association paid Midlands Industrial Association Limited £34,829 (2025: £27,509) relating to rent and service charges for three units and electricity charges for one unit.” — page 16
Policies the charity declares
- Complaints handling
- Conflicting interests
- Financial reserves policy and procedures
- Internal risk management policy and procedures
- Investment
- Paying staff
- Risk management
- Safeguarding policy and procedures
- Safeguarding vulnerable beneficiaries
- Serious incident reporting policy and procedures
- Trustee conflicts of interest policy and procedures
- Trustee expenses policy and procedures
- Volunteer management
Register events
- Received assets from another charity (24/05/2019)
Trustees
- Paul Richard Lindsellchair
- Andrew Casebourne Munro
- Carmel Girling
- Craig Edmondson
- Nigel David Evans
- Sergio Isaac Torres Velazquez
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2026 | £82k | £80k |
| 31/03/2025 | £75k | £82k |
| 31/03/2024 | £67k | £87k |
| 31/03/2023 | £55k | £82k |
| 31/03/2022 | £135k | £77k |
Common questions
Is BIRMINGHAM PEN TRADE HERITAGE ASSOCIATION financially healthy?
Per its FY2026 accounts: The accounts state that the charity reported a net decrease in unrestricted funds of £1,784 for the year, resulting in a total deficit before restricted fund movements. However, unrestricted reserves stood at £23,268, which is below the trustees' stated policy target of approximately £32,000 (six months of operating expenditure). The trustees remain satisfied with the ability to continue as a going concern despite the operational deficit. Its FY2026 accounts were independently examined.
Government & lottery funding
| Funder | Date | Amount | Purpose |
|---|---|---|---|
| UK government | 22/10/2021 | £31k | Culture Recovery Fund: Continuity Support |
| The National Lottery Heritage Fund | 17/08/2020 | £8k | "COVID19: Birmingham Pen Trade Heritage Association" |
| The National Lottery Heritage Fund | 30/11/2015 | £90k | "A Flourishing Museum" |
| The National Lottery Heritage Fund | 23/01/2015 | £20k | "Write into the Future - Steps to Sustainability" |
| The National Lottery Community Fund | 23/09/2010 | £9k | Library and Community Room |
| The National Lottery Heritage Fund | 04/12/2002 | £101k | "Write Here, Write Now', Birmingham" |
| The National Lottery Heritage Fund | 13/01/2000 | £5k | "A project to provide promotion and regular public exhibitions to generate awareness of the work done by this group on the art of writing bot" |