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2022-12-31-accounts

Charity registration number 1090995

Company registration number 4149246 (England and Wales)

GROUP FOR EDUCATION IN MUSEUMS ANNUAL REPORT AND UNAUDITED FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 DECEMBER 2022

GROUP FOR EDUCATION IN MUSEUMS

LEGAL AND ADMINISTRATIVE INFORMATION

Trustees C Marcus
K Moore
R Bruce
L Hill
J Blay
S Cowie
M Macey
B Pearce
H Sweetapple (Appointed 8 September 2022)
A Almeida (Appointed 21 June 2022)
Secretary C Gisby
Charity number 1090995
Company number 4149246
Registered office Admiral's Office (B7)
The Historic Dockyard
Chatham
Kent
ME4 4TZ
Independent examiner Frances Wilde FCCA DChA
Warner Wilde
Chartered Certified Accountants
4 Marigold Drive
Bisley
Surrey
GU24 9SF
Bankers CAF Bank Limited
25 Kings Hill Avenue
Kings Hill
West Malling
Kent
ME19 4TA

GROUP FOR EDUCATION IN MUSEUMS

CONTENTS

Page
Trustees' report 1 - 17
Independent examiner's report 18
Statement of financial activities 19
Balance sheet 20 - 21
Notes to the financial statements 22 - 35

GROUP FOR EDUCATION IN MUSEUMS

TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) FOR THE YEAR ENDED 31 DECEMBER 2022

The trustees present their annual report and financial statements for the year ended 31 December 2022.

The financial statements have been prepared in accordance with the accounting policies set out in note 1 to the financial statements and comply with the charity's governing document, the Companies Act 2006 and "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) " (effective 1 January 2019 ).

Objectives and activities

The trustees have paid due regard to guidance issued by the Charity Commission in deciding what activities the charity should undertake.

Structure, governance and management

The charity is a company limited by guarantee .

The trustees, who are also the directors for the purpose of company law, and who served during the year and up to the date of signature of the financial statements were:

C Marcus

K Moore R Bruce L Hill J Blay S Cowie E Havard (Resigned 8 September 2022) M Macey B Pearce H Sweetapple (Appointed 8 September 2022) A Almeida (Appointed 21 June 2022)

Recruitment and appointment of trustees

The Board of Trustees appoints new Trustees. Trustees are recommended to the Board by the Nominations Sub Committee. Trustees are either co-opted or elected and elected Trustees are agreed by the membership at the GEM AGM.

None of the trustees has any beneficial interest in the company. All of the trustees are members of the company and guarantee to contribute £ 1 in the event of a winding up.

Organisational structure

The Group for Education in Museums (GEM) is a membership organisation which supports everyone interested in learning across museums, heritage and cultural settings. GEM is a charity and a company limited by guarantee.

GEM is managed by a Board of Trustees according to its Memorandum and Articles of Association (incorporated on 29 January 2001, as amended on 11 Sep 2019 as amended on 21 Sep 2021 as amended on 08 Sep 2022

GROUP FOR EDUCATION IN MUSEUMS

TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

Chair’s Statement

In 2022, GEM demonstrated its important role as a sector support organisation, enabling museum learning colleagues to connect and learn together, to thrive and develop new skills across the UK.

GEM’s Board has identified five strategic priorities, and I will briefly outline our progress against these in 2022:

Driving and diversifying membership

I’m pleased to report that GEM’s membership remained stable. At the end of 2022, there were 730 GEM members, 255 of which were Institutional members and 475 Individual members, throughout the UK and beyond. GEM has seen good take up for the four new levels of membership for Institutions introduced in 2021 based on turnover.

Empowering our community

In 2022, the Linbury Trust and Nimrod Capital made generous contributions towards GEM’s core work, enabling us to build upon our support for the sector focusing on renewal and regrowth after the disruption of the Covid-19 pandemic. This renewed offer focused on the development of the One-to-One mentoring programme. Over 40 mentees were supported during the year, and the application linked to the refreshed and updated GEM Core Competency Framework.

GEM increased its online training to meet the needs of the museum learning community. Satisfaction rates for GEM’s activity based on training & conference surveys in 2022 was 96% good or excellent, demonstrating the impact of GEM’s high-quality provision.

GEM took part in events, including the Museums & Heritage Show, Museums Association Conference and an English Heritage Study Day, to support colleagues in high quality learning events across the sector.

In September, we held GEM’s first hybrid conference at the Museum of Making in Derby, supported by the Art Fund, and attended by just under 300 participants. We were delighted that Tony Butler, Sir Geoff Palmer, Francois Mairesse (Sorbonne Novelle), Kate Bellamy

GROUP FOR EDUCATION IN MUSEUMS

TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

(Clore Duffield Foundation) and Jenny Waldman (Art Fund) were able to join us and provide keynotes.

Over 1200 participants took part in GEM Area and Nation events during 2022, and GEM also supported colleagues internationally, including a partnership with NEMO (Network of European Museum Organisations), ReReeti Revitalising Museums in India.

GEM produced three publications in 2022, the Journal for Education in Museums featured articles by Henry McGhie (climate empowerment), Professor Charlotte Williams OBE (Black, Asian and Minority Perspectives and the New Curriculum in Wales) and Understanding and Reducing Inequalities in Museum Visiting Mark O’Neill. The Journal also included contributions from MA students, GEM Italy and book reviews. GEM Case Studies focused on Health & Wellbeing and Young People.

Realising the Digital Dividend

GEM expanded its online training offer, utilising a virtual learning platform, and developing new courses to meet the needs of the museum and heritage learning community. GEM delivered training events throughout the year focused on a range of topics from the core competencies, climate action, family programming and intersectionality. GEM delivered programmes in partnership with Share Museums East, Museum Development South East and the Northern Ireland Museums Council. GEM worked in partnership to promote the Museum & Heritage Show learning award and the Sandford Award in Heritage Education to the museum learning community. During 2022, over 1000 participants were involved in GEM’s training and events programme.

Building strategic partnerships for a sustainable future

2022 provided an opportunity for GEM to further develop its partnership work. Significant collaborations with organisations including the Art Fund, Welsh Government, Culture Health & Wellbeing Alliance, Museums Association, Engage, Clore Duffield Foundation, and NEMO enabled GEM to reach a wider audience, demonstrating a joined up strategic approach. We continued to work collaboratively across the four Nations and internationally, expanding GEM’s contacts and presence as both a UK and global network. In Wales, working with GEM Cymru and the Welsh Government, we delivered an ambitious programme supporting museums and cross sector organisations with the introduction of the new Curriculum for Wales.

Sustainable profitable business planning

With the support of the Linbury Trust, Nimrod Capital and good levels of earned income, GEM’s finances remained stable in 2022, increasing overall turnover due to project funding from the Welsh Government. Improved income for job advertising and training provides a positive indicator of post pandemic sector recovery, as well as GEM’s longer-term resilience

GROUP FOR EDUCATION IN MUSEUMS

TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

in line with the ambitions of our business plan. Following a successful application to Arts Council England, GEM was delighted to be offered funding in 2022, to commence in April 2023, as an Investment Principles Support Organisation (IPSO). Support from the Arts Council enables GEM to substantially increase its support for the museum learning sector, helping museums to be ambitious for their learning programmes, and embrace inclusivity and relevance. With the support of the Linbury Trust, we have further developed our online learning programmes, mentoring offer, partnerships, and advocacy work for museum learning.

We are delighted to see GEM thrive and grow during 2022. GEM is a unique community in which we connect and learn together - it is this sense of community that has galvanised the learning sector to support each other and to remain resilient. Participation from members has helped GEM develop as a valuable sector support organisation, enabling us to share practice and support each other for the public benefit. This is not possible without the collaboration of many, whom I wish to thank.

Thank you to our members across the four Nations and beyond for your support and commitment to sharing resources, best practice and ideas with enthusiasm and generosity. We are particularly grateful to the GEM Area and Nation representatives and our other volunteers who give up so much of their time and expertise to support GEM. Thank you to the organisations who work collaboratively with GEM for the benefit of the museum and heritage learning sector.

My thanks to the GEM Trustees for all their support and guidance in 2022 and to the GEM Team for all their hard work (Rachel Tranter, Sara Wallington, Claire Gisby, Jessica England, Devon Turner & Katya Provornaya) ensuring that GEM continues to support the sector and share excellent practice for the public benefit.

Caroline Marcus, Chair

GROUP FOR EDUCATION IN MUSEUMS

TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

Image: Peace Museum

GEM’s Vision & Charitable Objects

GEM’s vision is of a connected and equipped community of people enabling learning across museum, heritage, and cultural settings, creating inspiring experiences, relevant for everyone; that promote equality, transform and enrich lives.

GEM’s values are Belonging, Collaborating, Empowering, Connecting, Expertise and Generosity

GEM’s tagline is “GEM – we connect and learn together”

GEM delivers its vision through five strategic aims:

  1. Driving and diversifying membership

  2. Empowering our community

  3. Realising the Digital Dividend

  4. Building strategic partnerships for a sustainable future

  5. Sustainable profitable business planning

Through these aims, GEM fulfils its charitable objects to promote and advance education, especially museum and heritage education, for public benefit. GEM carries out this object by the provision of training and through sharing of resources in museum and heritage education and also through promoting research into all aspects of museum and heritage education, disseminating the results of its findings for the benefit of the public.

GROUP FOR EDUCATION IN MUSEUMS

TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

GEM’s Achievements and Impact in 2022

Image: Museum of London

‘GEM has really changed for the better in recent years. It is refreshing to see GEM embrace new perspectives and to respond to changes within the sector and supporting professionals to do the same.’ Membership Survey Respondent, Feb 2022.

GEM is a professional network organisation, focused on supporting everyone delivering learning in museums, heritage, and cultural settings. GEM provides training and professional development opportunities, 1-1 support, an annual conference and regular events, dedicated representatives across all four Nations of the UK, publications and digital resources, support for sector recruitment, as well as leading conversations and advocacy about practice and the development of learning.

GEM’s mission is to support and empower its community of colleagues to connect and develop their knowledge and skills to deliver learning.

In 2022, GEM achieved a conditional funding offer from Arts Council England to join the National Portfolio as an Investment Principles Support Organisation (IPSO). This conditional offer was subsequently confirmed in the Spring of 2023. A significant achievement, this funding has recognised GEM’s place within the cultural ecosystem of the UK and its contribution to the development of museums. GEM will be focusing on supporting the

GROUP FOR EDUCATION IN MUSEUMS

TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

sector with two of the Arts Council Investment Principles – Ambition & Quality and Inclusivity and Relevance over the next three years.

1. Diversifying Membership

GEM has maintained its membership over the last few years, which given the pressures on museums and practitioners arising from cost of living and pandemic impacts, demonstrates the continued need and support for GEM from the museum learning sector. At the end of 2022 there were 730 GEM members, 255 of which were Institutional members and 475 Individual members, throughout the UK and beyond. GEM has seen good take up for the four new levels of membership for Institutions introduced in 2021 based on turnover. 69% of members responding to the 2022 survey stated that GEM membership provided good value for money, with the introduction of all staff memberships seen as beneficial.

“ The institutional membership is good value and being able to offer online training and conferences to the whole team at a reduced rate is beneficial for our large team” “Yes - the resources are relevant and useful. The community is supportive, and the cost is affordable”

2022 survey respondents

GEM performed well in terms of numbers membership outside of England in 2022 (71 members in Scotland, Wales and N Ireland by September) and over 2200 colleagues engaged with the GEM Jiscmail online discussion group, contributing to GEM’s vibrant community of learning practitioners. The GEM Membership Task & Finish Group continued to encourage lapsed and cancelled members to re-join GEM and noted that over 20% of new sign ups were organisations from the broader heritage and cultural sector, reflecting the diversity of GEM membership & its reach.

Working across the four Nations and beyond

Over 1200 participants took part in GEM Area and Nation events in 2022.

GROUP FOR EDUCATION IN MUSEUMS

TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

Events encouraged area-based networking through coffee and chat meetings and also focused on important topics such as supporting children in poverty, LGBTQ+ language in heritage and working with trainee teachers. GEM Freelancers arranged a number of tea talks during the year focusing on pay and conditions, finding work and demystifying different types of freelance work. GEM Italy, formed in January 2021 was very active with several events held online attracting Italian speaking learning professionals across Europe. The GEM International Task & Finish Group was active in supporting GEM’s partnership with NEMO (Network of European Museum Organisations), ReReeti Revitalising Museums in India as well as organising content for conference.

GEM Cymru and the new Curriculum for Wales

In May 2022, GEM was awarded a total of £43,000 for two projects which would support museums and cross sector organisations with the introduction of the new Curriculum for Wales. These projects follow the consultation and training small grant which GEM delivered with the support of GEM Cymru in 2021. The projects include training, micro grants case studies, and resources to support museums across Wales take advantage of the opportunity that the new curriculum presents. GEM also secured £37,700 in grant funding from the Welsh Government to deliver a programme supporting museums with the Anti-Racist Wales Action Plan (ARWAP) due for completion in 2024.

2. Empowering Our Community

GEM’s focus is on enabling everyone involved in delivering learning with opportunities to connect and learn together. Empowering our community is a key focus of GEM’s charitable objects to promote and advance museum and heritage education, and produce, promote, and disseminate research in education for the public benefit.

Satisfaction rates for GEM’s activity based on training & conference surveys in 2022 was 96% good or excellent - demonstrating the quality of GEM’s provision. Over 94% of respondents stated that GEM supports the cultural and learning sector and over 81% state GEM supports & inspires positive change.

In 2022, the Linbury Trust and Nimrod Capital made generous contributions towards GEM’s core work, enabling us to build upon our support for the sector focusing on renewal and regrowth after the disruption of the Covid-19 pandemic. This renewed offer focused on the development of the One-to-One mentoring programme and increased online training to meet the needs of the museum learning community. Support from the Linbury Trust has also enabled GEM to develop substantial partnership work, building capacity for initiatives across the four Nations and the preparation needed to achieve a successful application to Arts Council England as part of the National Portfolio programme.

GROUP FOR EDUCATION IN MUSEUMS

TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

One to One Mentoring Programme

With the support of the Linbury Trust and Nimrod Capital over 40 mentees were supported in two rounds of the One to One mentoring programme in 2022, recruited through a renewed application process linked to the updated GEM Core Competency Framework. The key areas for development identified by mentees included career progression, digital engagement, community engagement and programme planning. Participants rated the programme impact as very good, ranking it at 4.5 out of 5 across all evaluations.

“The mentoring programme definitely afforded me the space I wanted to discuss my strengths and areas of development. It was a really supportive environment.”

“I felt the mentoring programme offered more than I asked for, in the best possible way!! I felt really inspired, not just to achieve in my current role but to move forward and take my career to a new level.”

2022 Mentees

NEMO the Network of European Museum Organisations developed a partnership with GEM in 2022 enabling 10 NEMO members across Europe with the opportunity to access the programme in two rounds, Spring & Autumn 2022. The benefit of mentoring across borders was recognised in the feedback from the NEMO mentees & the GEM Mentors.

“ Learning about the similarities and differences in the way we approach things was the main benefit. Connecting with a colleague outside of the UK was a really rewarding experience, and a great demonstration of what the online mentor process allows us to do. ” GEM Mentor

GROUP FOR EDUCATION IN MUSEUMS

TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED)

FOR THE YEAR ENDED 31 DECEMBER 2022

Training, Events & GEM Conference

Image: GEM

In 2022, GEM reintroduced in person sessions alongside a dynamic programme of online training courses and events. In May GEM took part in the Museums & Heritage Show at Olympia, meeting with attendees at the GEM stand and engaging in a networking event. GEM presented a talk about working with schools now and in the future, taking account of digital innovation. A study day was arranged at Brodsworth Hall, Yorkshire in partnership with English Heritage focused on the Liberty & Lottery exhibition, and exploring the transatlantic history of enslaved people connected to the hall.

From September 7-9, GEM arranged its first hybrid conference at the Museum of Making in Derby which provided both in person and online access to conference. Generous support from The Art Fund enabled online access. Conference was attended by 151 in-person, and 121 online delegates. Over the course of three days, 62 activities were delivered, including keynote and members’ presentations, panel discussions, workshops, site visits and fringe events. 96% of in-person and 71% of online survey respondents defined the GEM Conference as “excellent” or “good”. The lower satisfaction rates for the online event were mainly because the delegates felt that they missed out on networking opportunities and hands on workshops. These suggestions will be taken into consideration during planning for GEM Conference 2023.

GROUP FOR EDUCATION IN MUSEUMS

TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

Keynote speakers included academic and diversity activist Sir Geoff Palmer, Jenny Waldman, Director of the Art Fund, Kate Bellamy from the Clore Duffield Foundation and François Mairesse from La Sorbonne Nouvelle in Paris. In-person delegates enjoyed the variety of activities including the hands-on workshops and the off-site visits. Online delegates appreciated the access to the talks and the opportunity to catch up post-conference.

“I liked having the opportunity to join in virtually and/or in-person. I did some of both which suited my circumstances”

“The words of Sir Geoffrey Palmer will stay with me and influence my work for this year. Must admit I find the reports on projects from the people who were on the ground delivering them the most inspiring”

GEM Conference Delegates 2022

Publications

GEM produced three publications in 2022, the Journal for Education in Museums featured articles by Henry McGhie (climate empowerment), Professor Charlotte Williams OBE (Black, Asian and Minority Perspectives and the New Curriculum in Wales) and Understanding and Reducing Inequalities in Museum Visiting Mark O’Neill. The Journal also included contributions from MA students, GEM Italy and book reviews. GEM Case Studies focused on Health & Wellbeing and Young People.

GROUP FOR EDUCATION IN MUSEUMS

TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

3. Realising the Digital Dividend

Image: National Railway Museum

Building on the step change in delivery through digital 2020-21, GEM continued to develop its online learning offer in 2022, utilising a virtual learning platform through which GEM Courses could be delivered. Five courses were delivered online engaging over 100 participants. GEM delivered training events throughout the year focused on a range of topics from the core competencies, climate action, family programming and intersectionality. GEM delivered programmes in partnership with Share East, Museum Development South East and the Northern Ireland Museums Council. GEM worked in partnership to promote the Museum & Heritage Show learning award and the Sandford Award in Heritage Education to the museum learning community. Over 1000 participants were involved in GEM’s training and events programme, and remained consistently high with 4.5 average satisfaction rates for a scale of 1-5 (5 being highest).

GEM’s digital presence continued to steadily grow in 2022, attracting over 11,450 followers on Twitter and 3063 followers on LinkedIn and 1072 on Instagram by the end of the year.

4. Building Strategic Partnerships & for a Sustainable Future

GEM continued to strengthen key strategic partnerships in 2022, working closely with CHWA (Culture, Health & Wellbeing Alliance) on the development of a new programme for museums, focused on embedding health & wellbeing work strategically. GEM continued to work with Engage, and supported the Museums Association Conference, Learning & Engagement Manifesto event in Edinburgh.

GROUP FOR EDUCATION IN MUSEUMS

TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

GEM’s work across the four nations grew in 2022 with positive collaborations with Museums Galleries Scotland, Northern Ireland Museums Council, and substantial partnership work with the Welsh Government through grant funding to support museums with the new curriculum for Wales and the Anti-Racist Wales Action Plan (ARWAP).

GEM received funding from the Kickstart Scheme in 2022. This government scheme created new jobs for 16- to 24-year-olds on Universal Credit who are at risk of long-term unemployment. A young person from Kent joined the GEM team in February, as GEM Digital Marketing & Training Officer, supporting social media and communications over a six-month period. A former Kickstart candidate joined GEM as a volunteer later in the year, undertaking research into the levelling up for culture places and supporting job advertisements.

GEM spent a considerable amount of time in 2022 working on the successful application to the Arts Council National Portfolio programme, and in November GEM received a conditional offer for a 3-year funding period. GEM was also delighted to receive funding from the Art Fund as part of the Re-imagine grant programme in December.

5. Sustainable Profitable Business Planning

With the support of the Linbury Trust, Nimrod Capital and good levels of earned income, GEM’s finances remained stable in 2022, increasing overall turnover due to project funding from the Welsh Government. Improved income for job advertising and training provides an indicator of sector recovery as well as GEM’s longer-term resilience in line with the ambitions of the business plan.

Financial review

GEM retained its reserve levels, ensuring that the reserve policy and investment in GEM’s future development can be resourced in 2023. GEM exceeded key performance indicators relating to core income, including income from training and job advertising - demonstrating GEM’s growth since the pandemic and sustainability.

GROUP FOR EDUCATION IN MUSEUMS

TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED)

FOR THE YEAR ENDED 31 DECEMBER 2022

GROUP FOR EDUCATION IN MUSEUMS

TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED)

FOR THE YEAR ENDED 31 DECEMBER 2022

Looking forward to 2023

Credit: Clifton Suspension Bridge Trust

In 2023, we will deliver on the ambitions set out in our application to the Arts Council, the Art Fund supported Re-Imagine programme and the projects funded by Welsh Government to support museums in Wales.

GEM’s focus includes the following key areas:

GROUP FOR EDUCATION IN MUSEUMS

TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED)

FOR THE YEAR ENDED 31 DECEMBER 2022

Image: Leeds Museums and Galleries

GROUP FOR EDUCATION IN MUSEUMS

TRUSTEES' REPORT (INCLUDING DIRECTORS' REPORT) (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

The trustees' r eport was approved by the Board of Trustees.

.............................. C Marcus Trustee 21 June 2023 Date: .............................................

GROUP FOR EDUCATION IN MUSEUMS

INDEPENDENT EXAMINER'S REPORT

TO THE TRUSTEES OF GROUP FOR EDUCATION IN MUSEUMS

I report to the trustees on my examination of the financial statements of Group for Education in Museums (the charity) for the year ended 31 December 2022.

Responsibilities and basis of report

As the trustees of the charity (and also its directors for the purposes of company law) you are responsible for the preparation of the financial statements in accordance with the requirements of the Companies Act 2006 (the 2006 Act).

Having satisfied myself that the financial statements of the charity are not required to be audited under Part 16 of the 2006 Act and are eligible for independent examination, I report in respect of my examination of the charity’s financial statements carried out under section 145 of the Charities Act 2011 (the 2011 Act) . In carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5) (b) of the 2011 Act.

Independent examiner's statement

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the financial statements to be reached.

Frances Wilde FCCA DChA

Warner Wilde Chartered Certified Accountants 4 Marigold Drive Bisley Surrey GU24 9SF

Dated: ......................... 3 August 2023

GROUP FOR EDUCATION IN MUSEUMS

STATEMENT OF FINANCIAL ACTIVITIES INCLUDING INCOME AND EXPENDITURE ACCOUNT FOR THE YEAR ENDED 31 DECEMBER 2022

Unrestricted
Restricted
funds
funds
2022
2022
Notes
£
£
Income from:
Donations and legacies
3
60,543
65,813
Charitable activities
4
117,923
1,716
Investments
5
348
-
Total income
178,814
67,529
Expenditure on:
Charitable activities
6
177,907
60,011
Net gains/(losses) on
investments
11
(1,651)
-
Net (outgoing)/incoming
resources before transfers
(744)
7,518
Gross transfers
between funds
(684)
684
Net movement in funds
(1,428)
8,202
Fund balances at 1 January
2022
139,183
(1,145)
Fund balances at 31
December 2022
137,755
7,057		 Total Unrestricted
Restricted
funds
funds
2022
2021
2021
£
£
£
126,356
60,036
92,976
119,639
85,474
-
348
11
-
246,343
145,521
92,976
237,918
145,125
86,172
(1,651)
6,545
-
6,774
6,941
6,804
-
-
-
6,774
6,941
6,804
138,038
132,242
(7,949)
144,812
139,183
(1,145)		 Total
2021
£
153,012
85,474
11
238,497
231,297
6,545
13,745
-
13,745
124,293
138,038

The statement of financial activities includes all gains and losses recognised in the year.

All income and expenditure derive from continuing activities.

The statement of financial activities also complies with the requirements for an income and expenditure account under the Companies Act 2006.

GROUP FOR EDUCATION IN MUSEUMS

BALANCE SHEET

AS AT 31 DECEMBER 2022

Notes
Fixed assets
Tangible assets
12
Investments
13
Current assets
Debtors
15
Cash at bank and in hand
Creditors: amounts falling due within
one year
16
Net current assets
Total assets less current liabilities
Income funds
Restricted funds
18
Unrestricted funds
Designated funds
19
General unrestricted funds		 2022
£
14,923
97,632
112,555
(16,238)
88,112
49,643		 £
-
48,495
48,495
96,317
144,812
7,057
137,755
144,812		 2021
£
20,004
90,624
110,628
(23,125)
88,112
51,071		 £
389
50,146
50,535
87,503
138,038
(1,145)
139,183
138,038

GROUP FOR EDUCATION IN MUSEUMS

BALANCE SHEET (CONTINUED)

AS AT 31 DECEMBER 2022

The company is entitled to the exemption from the audit requirement contained in section 477 of the Companies Act 2006, for the year ended 31 December 2022.

The directors acknowledge their responsibilities for complying with the requirements of the Companies Act 2006 with respect to accounting records and the preparation of financial statements.

The members have not required the company to obtain an audit of its financial statements for the year in question in accordance with section 476.

These financial statements have been prepared in accordance with the provisions applicable to companies subject to the small companies regime.

21 June 2023

The financial statements were approved by the Trustees on .........................

.............................. C Marcus Trustee

Company registration number 4149246

GROUP FOR EDUCATION IN MUSEUMS

NOTES TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 DECEMBER 2022

1 Accounting policies

Charity information

Group for Education in Museums is a private company limited by guarantee incorporated in England and Wales. The registered office is Admiral's Office (B7), The Historic Dockyard, Chatham, Kent, ME4 4TZ.

1.1 Accounting convention

The financial statements have been prepared in accordance with the charity's governing document, the Companies Act 2006, FRS 102 “The Financial Reporting Standard applicable in the UK and Republic of Ireland” (“FRS 102”) and the Charities SORP "Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102)" (effective 1 January 2019). The charity is a Public Benefit Entity as defined by FRS 102.

The charity has taken advantage of the provisions in the SORP for charities not to prepare a Statement of Cash Flows.

The financial statements are prepared in sterling , which is the functional currency of the charity . Monetary a mounts in these financial statements are rounded to the nearest £.

The financial statements have been prepared under the historical cost convention, [modified to include the revaluation of freehold properties and to include investment properties and certain financial instruments at fair value]. The principal accounting policies adopted are set out below.

1.2 Going concern

At the time of approving the financial statements, the trustees have a reasonable expectation that the charity has adequate resources to continue in operational existence for the foreseeable future. Thus the trustees continue to adopt the going concern basis of accounting in preparing the financial statements.

1.3 Charitable funds

Unrestricted funds are available for use at the discretion of the trustees in furtherance of their charitable objectives. This fund may be held in order to finance both capital investment and working capital.

The policy in respect of the unrestricted designated fund is that the surplus from the annual conference, training days and other seminars will be available to fund such events in the future and will not be used for any other purpose.

Restricted funds are subject to specific conditions by donors as to how they may be used. The purposes and uses of the restricted funds are set out in the notes to the financial statements. It is the policy of the Board of Trustees to carefully monitor the application of those funds in accordance with the restrictions placed upon them.

Endowment funds are subject to specific conditions by donors that the capital must be maintained by the charity.

1.4 Income

Income is recognised when the charity is legally entitled to it after any performance conditions have been met, the amounts can be measured reliably, and it is probable that income will be received.

Cash donations are recognised on receipt. Other donations are recognised once the charity has been notified of the donation, unless performance conditions require deferral of the amount. Income tax recoverable in relation to donations received under Gift Aid or deeds of covenant is recognised at the time of the donation.

GROUP FOR EDUCATION IN MUSEUMS

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

1 Accounting policies

(Continued)

Legacies are recognised on receipt or otherwise if the charity has been notified of an impending distribution, the amount is known, and receipt is expected. If the amount is not known, the legacy is treated as a contingent asset.

Donated services and facilities are included at the value to the charity where this can be quantified. The value of services provided by volunteers has not been included. Gifts donated for resale are included as incoming resources within activities for generating funds when they are sold.

Grants, including grants for the purchase of fixed assets, are recognised in full in the statement of financial activities in the year in which they are receivable. Grants where entitlement is not conditional on the delivery of a specific performance by the charity, are recognised when the charity becomes unconditionally entitled to the grant. Grants received and specified by the donor as relating to specific accounting periods are deferred on an accrual’s basis to the period to which they relate. Such deferrals are shown as creditors in the accounts.

Membership subscriptions are recognised as received and released over the period to which they relate. The unexpired portion of members' subscriptions received at the balance sheet date is carried forward as deferred income.

Consultancy service income is recognised when the services are performed in accordance with the terms of the contract. GEM only undertakes consultancy contracts which are relevant to its charitable objects and will not adversely affect the delivery of its core activities.

Income from investments is included in the year in which it is receivable.

1.5 Expenditure

Expenditure is recognised on an accrual basis as a liability is incurred. Expenditure includes any VAT which cannot be fully recovered and is reported as part of the expenditure to which it relates. Expenditure incurred at the balance sheet date that relates to events taking place after the balance sheet date is carried forward as deferred expenditure.

Costs of generating funds comprise the costs associated with attracting voluntary income and the costs of trading for fundraising purposes.

Charitable expenditure comprises those costs incurred by the charity in the delivery of its activities and services for its beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them.

Support costs are those costs incurred directly in support of expenditure on the objects of the charity and include project management.

Governance costs are those costs incurred in connection with the administration of the charity and compliance with constitutional and statutory requirements. In respect of certain items of expenditure, it is a matter of judgement as to whether such items are direct charitable expenditure or are administrative, and the Trustees have applied what they consider reasonable judgements in apportioning such costs.

GROUP FOR EDUCATION IN MUSEUMS

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

1 Accounting policies

(Continued)

1.6 Tangible fixed assets

Tangible fixed assets are initially measured at cost and subsequently measured at cost or valuation, net of depreciation and any impairment losses.

Depreciation is recognised so as to write off the cost or valuation of assets less their residual values over their useful lives on the following bases:

Fixtures, fittings and equipment

25% straight line

The gain or loss arising on the disposal of an asset is determined as the difference between the sale proceeds and the carrying value of the asset, and is recognised in the statement of financial activities .

Expenditure of a capital nature of less than £200 is not capitalised.

1.7 Fixed asset investments

Fixed asset investments are initially measured at transaction price excluding transaction costs, and are subsequently measured at fair value at each reporting date. Changes in fair value are recognised in net income/(expenditure) for the year . Transaction costs are expensed as incurred.

1.8 Impairment of fixed assets

At each reporting end date, the charity reviews the carrying amounts of its tangible assets to determine whether there is any indication that those assets have suffered an impairment loss. If any such indication exists, the recoverable amount of the asset is estimated in order to determine the extent of the impairment loss (if any ) .

1.9 Cash and cash equivalents

Cash and cash equivalents include cash in hand, deposits held at call with banks, other short-term liquid investments with original maturities of three months or less, and bank overdrafts. Bank overdrafts are shown within borrowings in current liabilities.

1.10 Financial instruments

The charity has elected to apply the provisions of Section 11 ‘Basic Financial Instruments’ and Section 12 ‘Other Financial Instruments Issues’ of FRS 102 to all of its financial instruments.

Financial instruments are recognised in the charity 's balance sheet when the charity becomes party to the contractual provisions of the instrument.

Financial assets and liabilities are offset, with the net amounts presented in the financial statements, when there is a legally enforceable right to set off the recognised amounts and there is an intention to settle on a net basis or to realise the asset and settle the liability simultaneously.

Basic financial assets

Basic financial assets, which include debtors and cash and bank balances, are initially measured at transaction price including transaction costs and are subsequently carried at amortised cost using the effective interest method unless the arrangement constitutes a financing transaction, where the transaction is measured at the present value of the future receipts discounted at a market rate of interest. Financial assets classified as receivable within one year are not amortised.

GROUP FOR EDUCATION IN MUSEUMS

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

1 Accounting policies

(Continued)

Basic financial liabilities

Basic financial liabilities, including creditors and bank loans are initially recognised at transaction price unless the arrangement constitutes a financing transaction, where the debt instrument is measured at the present value of the future p aymen ts discounted at a market rate of interest. Financial liabilities classified as payable within one year are not amortised.

Debt instruments are subsequently carried at amortised cost, using the effective interest rate method.

Trade creditors are obligations to pay for goods or services that have been acquired in the ordinary course of operations from suppliers. Amounts payable are classified as current liabilities if payment is due within one year or less. If not, they are presented as non-current liabilities. Trade creditors are recognised initially at transaction price and subsequently measured at amortised cost using the effective interest method.

Derecognition of financial liabilities

Financial liabilities are derecognised when the charity ’s contractual obligations expire or are discharged or cancelled.

1.11 Employee benefits

The cost of any unused holiday entitlement is recognised in the period in which the employee’s services are received.

Termination benefits are recognised immediately as an expense when the charity is demonstrably committed to terminate the employment of an employee or to provide termination benefits.

1.12 Retirement benefits

Payments to defined contribution retirement benefit schemes are charged as an expense as they fall due.

2 Critical accounting estimates and judgements

In the application of the charity’s accounting policies, the trustees are required to make judgements, estimates and assumptions about the carrying amount of assets and liabilities that are not readily apparent from other sources. The estimates and associated assumptions are based on historical experience and other factors that are considered to be relevant. Actual results may differ from these estimates.

The estimates and underlying assumptions are reviewed on an ongoing basis. Revisions to accounting estimates are recognised in the period in which the estimate is revised where the revision affects only that period, or in the period of the revision and future periods where the revision affects both current and future periods.

GROUP FOR EDUCATION IN MUSEUMS

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

3 Donations and legacies

Unrestricted
Restricted
funds
funds
2022
2022
£
£
Donations and gifts
-
-
Grants receivable
-
65,813
Membership fees
60,543
-
60,543
65,813
Grants receivable for
core activities
CRF 1
-
-
CRF 2
-
-
Linbury
-
25,000
NHLF
-
-
Area Convenors
-
-
Art Fund
-
-
Welsh Government
Projects
-
33,150
Kickstart
-
7,663
-
65,813
Charitable activities
Sales within charitable activities
Services provided under contract
Ancillary trading income
Other income
Analysis by fund
Unrestricted funds
Restricted funds		 TotalUnrestricted
Restricted
funds
funds
2022
2021
2021
£
£
£
-
4,803
-
65,813
-
92,976
60,543
55,233
-
126,356
60,036
92,976
-
-
38,550
-
-
20,700
25,000
-
25,000
-
-
6,850
-
-
1,376
-
-
500
33,150
-
-
7,663
-
-
65,813
-
92,976
2022
£
70,063
35,866
1,330
12,380
119,639
117,923
1,716
119,639		 Total
2021
£
4,803
92,976
55,233
153,012
38,550
20,700
25,000
6,850
1,376
500
-
-
92,976
2021
£
37,306
40,586
2,405
5,177
85,474
85,474
-
85,474

4 Charitable activities

GROUP FOR EDUCATION IN MUSEUMS

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

5 Investments

Unrestricted Unrestricted
funds funds
2022 2021
£ £
Interest receivable 348 11
Charitable activities
2022
2021
£
£
Staff costs 108,697
111,592
Depreciation and impairment 390
389
Conference and course costs 71,659
64,484
Publication costs 9,381
6,005
Rent and rates 3,785
15,509
Bank and credit card charges 2,227
1,258
IT, office and sundry costs 13,308
20,655
Project expenses (Excl. salaries) 10,359
6,500
219,806
226,392
Grant funding of activities (see note 7) 16,668
933
Share of governance costs (see note 8) 1,444
3,972
237,918
231,297
Analysis by fund
Unrestricted funds 177,907
145,125
Restricted funds 60,011
86,172
237,918
231,297

Interest receivable 6 Charitable activities

GROUP FOR EDUCATION IN MUSEUMS

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

7 Grants payable

Grants to institutions:
Hay Castle Trust
Snowdonia National Park (Yr Ysgwrn)
National Trust
Greenfield Valley Museum
Royal Welsh Fusiliers Museum
Merthyr Tydfil Leisure Trust
Carmarthanshire Museum
Penmaenmawr Museum
Hen Eglwys Santes Fair
The Egypt Centre
Milford Haven Museum
Rhondda Heritage Park
Grants to individuals		 2022
£
1,305
1,200
1,000
850
1,200
1,200
1,200
1,200
950
1,000
1,200
1,200
13,505
3,163
16,668		 2021
£
-
-
-
-
-
-
-
-
-
-
-
-
-
933
933

8 Support costs

Support
costs
Governance
costs
£
£
Accountancy fees
-
1,440
Trustees' expenses and
meeting costs
-
4
-
1,444
Analysed between
Charitable activities
-
1,444		 2022
Support
costs
Governance
costs
£
£
£
1,440
-
1,824
4
-
2,148
1,444
-
3,972
1,444
-
3,972		 2021
£
1,824
2,148
3,972
3,972

Governance costs includes payments to the Independent Examiner of £ 1,440 (2021- £ 1,824 ).

GROUP FOR EDUCATION IN MUSEUMS

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

9 Trustees

None of the trustees (or any persons connected with them) received any remuneration or benefits from the charity during the year. One trustee received reimbursement of subsistence expenses of £4 (2021: £2,148) and one trustee received payment for the provision of a training course (disclosed in Note 21).

10 Employees

The average monthly number of employees during the year was:

Employment costs
Wages and salaries
Social security costs
Other pension costs		 2022
Number
4
2022
£
100,672
4,666
3,359
108,697		 2021
Number
4
2021
£
103,699
4,650
3,243
111,592

The charity employs 4 (2021:4) part time staff. This equates to 2.8 (2021: 2.8) full time staff.

There were no employees whose annual remuneration was more than £60,000.

11 Net gains/(losses) on investments

Unrestricted Unrestricted
funds funds
2022 2021
£ £
Revaluation of investments (1,651)
6,545

GROUP FOR EDUCATION IN MUSEUMS

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

12 Tangible fixed assets
Fixtures, fittings and equipment
£
Cost
At 1 January 2022 6,551
At 31 December 2022 6,551
Depreciation and impairment
At 1 January 2022 6,162
Depreciation charged in the year 389
At 31 December 2022 6,551
Carrying amount
At 31 December 2022 -
At 31 December 2021 389
13 Fixed asset investments
Listed
investments
£
Cost or valuation
At 1 January 2022 50,146
Valuation changes (1,651)
At 31 December 2022 48,495
Carrying amount
At 31 December 2022 48,495
At 31 December 2021 50,146
14 Financial instruments 2022 2021
£ £
Carrying amount of financial assets
Instruments measured at fair value through profit or loss 48,495 50,146

GROUP FOR EDUCATION IN MUSEUMS

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

15 Debtors

Amounts falling due within one year:
Trade debtors
Other debtors		 2022
£
14,923
-
14,923		 2021
£
19,856
148
20,004

16 Creditors: amounts falling due within one year

Notes
Other taxation and social security
Deferred income
17
Trade creditors
Other creditors
Accruals
Deferred income
Other deferred income
Deferred income is included in the financial statements as follows:
Deferred income is included within:
Current liabilities
Movements in the year:
Deferred income at 1 January 2022
Released from previous periods
Resources deferred in the year
Deferred income at 31 December 2022		 2022
£
3,353
9,904
517
562
1,902
16,238
2022
£
9,904
2022
£
9,904
10,000
(5,000)
4,904
9,904		 2021
£
6,060
10,000
3,238
245
3,582
23,125
2021
£
10,000
2021
£
10,000
-
-
10,000
10,000

17 Deferred income

GROUP FOR EDUCATION IN MUSEUMS

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

18 Restricted funds

The income funds of the charity include restricted funds comprising the following unexpended balances of donations and grants held on trust for specific purposes:

Movement in funds Movement in funds Movement in funds Movement in funds
Balance at Incoming Resources Balance at Incoming Resources Transfers Balance at
1 January resources expended 1 January resources expended 31 December
2021 2022 2022
£ £ £ £ £ £ £ £
Emergency funding and Project funding (7,949) 92,976 (86,171) (1,145) - - 1,145 -
Kickstart Scheme grant 2022 - - - - 7,663 (7,663) - -
Welsh Government - Curriculum - - - - 4,900 (3,351) (1,837)
(288)
Linbury - 2022 funding - - - - 25,000 (24,887) - 113
Ashley Foundation - - - - 8,900 - - 8,900
Welsh Government - Part 1 - - - - 17,535 (20,470) - (2,935)
Welsh Government - Part 2 - - - - 1,815 (3,140) - (1,325)
Area Convenors - - - - 1,716 (500) 1,376 2,592
(7,949) 92,976 (86,171) (1,145) 67,529 (60,011) 684 7,057

Kickstart Scheme grant 2022: 6 month work placement for a young person aged 16-24 Welsh Government Curriculum: Welsh curriculum consultation & training programme in museums Linbury 2022: Delivery of a programme of training & mentoring to a range of museums impacted by COVID-19 Ashley Foundation: Exploring Cynefin through Creative expression for young people Welsh Government Part 1: Welsh curriculum consultation & training programme in museums Welsh Government Part 2: Welsh curriculum consultation & training programme in museums Area Convenors: For branch expenditure

The Welsh Government funds in deficit are cleared by receipts in 2023.

GROUP FOR EDUCATION IN MUSEUMS

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

19 Designated funds

The income funds of the charity include the following designated funds which have been set aside out of unrestricted funds by the trustees for specific purposes:

Movement Movement
in funds in funds
Balance at Incoming
Balance at		 Incoming Balance at
1 January 2021 resources
1 January 2022		 resources 31 December
2022
£
£
£
£		 £
70,000
18,112
88,112
-		 88,112
70,000
18,112
88,112
-		 88,112

The d esignated fund is the su rplus from the annual conference, training days and other seminars w hich is retained to fund such events in the future .

GROUP FOR EDUCATION IN MUSEUMS

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

20
Analysis of net assets between funds
Unrestricted
funds
Designated
funds
Restricted
funds
2022
2022
2022
£
£
£
Fund balances at 31 December 2022 are
represented by:
Tangible assets
-
-
-
Investments
48,495
-
-
Current assets/(liabilities)
1,148
88,112
7,057
49,643
88,112
7,057		 TotalUnrestricted
funds
Designated
funds
Restricted
funds
2022
2021
2021
2021
£
£
£
£
-
389
-
-
48,495
50,146
-
-
96,317
535
88,112
(1,144)
144,812
51,070
88,112
(1,144)		 Total
2021
£
389
50,146
87,503
138,038

GROUP FOR EDUCATION IN MUSEUMS

NOTES TO THE FINANCIAL STATEMENTS (CONTINUED) FOR THE YEAR ENDED 31 DECEMBER 2022

21 Related party transactions

Remuneration of key management personnel

The remuneration of key management personnel is as follows.

2022 2021
£ £
Aggregate compensation 40,510 -

Transactions with related parties

During the year the charity entered into the following transactions with related parties:

Services provided
2022 2021
£ £
Key management personnel 338 -

One trustee received £337.50 for the provision of a training course.