THE NATIONAL EDUCATION MUSEUM
ANNUAL REPORT OF A CHARITABLE INCORPORATED ORGANISATION FOR THE TWELVE MONTHS ENDED 31 MARCH 2023
1. Name: The name of the Charity is “The National Education Museum”.
2. Registration: The Charity’s registration number is 1177115.
3. Office: The principal office of the Charity is at 27 RIDLEY ROAD, LONDON, NW10 5UB.
4. Trustees: The following persons are Trustees of the Charity as at the date of this report.
Anne Swift (Chair) Dr Catherine Jane Carroll-Meehan Graham Norman Clayton Andrew Mark Dunkley Edward Jeremy Glazier Gawain Robert Little Amanda Louise Martin Stephen James Morgan Jean Roberts Patrick Henry Roberts Sheena Wright
5. Governing Document: The National Education Museum’s governing document is the Charity Commission’s standard form constitution for a Charitable Incorporated Organisation (CIO) and is dated 10th February 2018.
6. Objects: The objects of the Charity are to advance the education of the public by the establishment and maintenance of a museum and educational facility relating to the development of educational provision in England and Wales and elsewhere.
7. Activity Report: Throughout the period of this report the Trustees have continued to make significant progress towards their objective of establishing a National Education Museum for England and Wales.
The work of the National Education Museum has been enhanced by the allocation of specialist areas of work to a number of trustees with the title of “Director” for these
specialisms. These Trustees meet as an Executive committee to continue the work in between full Trustees meetings.
The Executive members meet approximately four times a year in addition to the full Trustees’ meetings.
The Founder Patron scheme continued to be the main source of fundraising. Since its launch in October 2019 this scheme had raised over £132,500 by 31[st] March 2023. Meetings of the Executive Committee of the Trustees regularly review, monitor and plan to ensure that the number of Founder Patrons continues to grow. Some of the Charity’s supporter organisations are now making annual donations to help towards running costs which, though the Charity aims for these to be minimal, are rising along with the general cost of living increase. This has particularly affected the Museum’s storage facility in Portsmouth.
The Museum’s Honorary Patrons, Baroness Blower, Professor Jim Al-Khalili, Gervase Phinn, and Baroness Morris have all continued to support the project. The addition of other suitable people to be invited to become Honorary Patrons has remained under consideration by the Trustees.
A submission for a grant of £25,000 to the Teachers Group Educational Trust (TGET) was successful. The TGET Trustees seek an annual report to show that the Museum Trustees are fulfilling the Museum’s aims. This was delivered in March 2023 ahead of TGET’s AGM in April.
The Museum’s website and social media platforms, Facebook and Twitter and LinkedIn are regularly updated with an emphasis on LinkedIn. LinkedIn has been particularly successful for attracting the interest of a wide range of education professionals and other “influencers” so broadening the Charity’s scope to seek support and publicity.
It is ensured that all media posts are appropriate to the Museum’s objectives and consistent with its status as an independent charity.
After the success of the stall at the Annual Conference of the National Education Union (NEU) in April 2022 the Museum produced printed materials specific to education unions for their 2023 conferences. Stalls were booked at the NEU and National Association of Schoolmasters and Union of Women Teachers (NASUWT) conferences.
This involvement in education related conferences prompted the Trustees to agree to secure the necessary Public Liability Insurance policy.
Records of children’s experiences during the Covid pandemic made a powerful display at the conference of the National Education Union in 2022. A display based
on a set of carefully selected influential educationalists has been prepared for the 2023 Conferences. The display posters are easily transported and will also be used at a variety of future events.
In June 2022, Stephen Morgan, MP for Portsmouth South, Shadow Minister for Schools and Trustee of the NEM welcomed selected guests to a celebration ‘Halfway there’ at the House of Commons marking the achievement of one half of the funding target of £250,000 from Founder Patron donors. The event was attended by high profile figures in the education world meeting with established individual Founder Patrons and representatives of Founder Patron organisations. The Museum’s Trustees ensured that they were fully appraised of the aims and objectives of the Museum project.
The Portsmouth News followed the event with an extensive article which has further spread the word particularly in the Portsmouth local area. Though the Covid restrictions meant the numbers invited needed to be limited, those who attended the event gave very positive feedback.
The Trustees were contacted by representatives of the Jacobs Foundation, based in Switzerland. Their initiative, still in its early stages, is the creation of a Digital Museum of Learning for which they sought the NEM’s support. The promised relationship with this Foundation is very exciting as they look to create an online facility with resources for teachers using real artefacts. The NEM’s Trustees will seek to create a partnership with the Foundation.
The Museum’s Secretary, Jean Roberts, was also contacted by officers of the Groundlings Theatre in Old Portsmouth. She visited their premises at the Old Beneficial School founded to educate the poor children in the area. Another visit was made by Hank and Jean Roberts to the British Schools Museum in Hitchin where they were able to establish ongoing links. This Museum used to be a Monitorial School and the preserved classrooms are all fitted out with authentic school equipment.
The NEM Trustees view connections of this kind as part of a process of providing a national umbrella organisation for thriving local museums devoted to education. In February 2023, Jean Roberts visited the Novium Museum in Chichester after they had approached her with the offer of an artefact. They were able to give lots of general advice and have offered a small exhibition space for the NEM to display its artefacts. The visit also led to a very informative discussion with a freelance archivist who gave very useful advice which will help inform a potential bid to the Heritage Lottery fund for an Oral History project now under consideration by the NEM trustees.
The Museum Trustees were also delighted to be invited to visit the independent school, Bedales, situated just outside Petersfield in Hampshire. The Museum has offers of support from the school including the opportunity to host meetings there. Trustees were also pleased to be contacted by the History of Education Society UK. The initial contact was followed by an interesting and helpful online discussion in March 2023. This connection is also ongoing.
Hank Roberts, the originator of the project and now its Director of Strategy and Fundraising, has worked tirelessly to bring the Museum to the attention of more people and to drive up funds. Sometimes accompanied by Jean Roberts, he has attended meetings on Zoom and increasingly in person, meaning that literature can be distributed at the same time at meetings around the country. His autobiography has been sold at the education conferences and at face-to-face meetings with all monies going to the Museum.
The Charity has made links with Portsmouth Council. Some of the Trustees investigated, with leading Council Officers, an historic building in the city as a potential first home for the National Education Museum but it was considered in too poor a state and required a massive injection of funds to bring it up to the standard required.
However, as a result of this work valuable links have also been made with Portsmouth Museum. The premises search continues with Sheena Wright, Director of Premises and Development, being at the forefront together with other supporters who live in Portsmouth.
Both Andrew Dunkley, Director of Collection and Archive, and Sheena Wright, have visited the Museum’s hired storage facility in Portsmouth to examine the artefacts and documents and clarify the type of storage needed to enlarge our collection in an appropriate environment. Andrew Dunkley has also visited the Museum’s other main storage facility in London for the same purpose.
Sheena Wright has made good contacts with the Portsmouth University Library and plans are under way to store some of our donated documents there. This will begin with the books and artefacts archive of Fred Jarvis, late General Secretary of the National Union of Teachers, and Honorary Patron of the Museum, whose papers have been kindly donated by his family.
An increasing number of offers of various documents and artefacts have been received. Those supporters who are also holding artefacts for the Museum have been encouraged to add any notes or photos that both give the history and provenance to their objects.
As Museum Secretary, Jean Roberts sends out regular updates to the Trustees, Honorary Patrons, Founder Patrons and the growing list of supporters. These
continue to be summarised on the Museum’s website to ensure that those visiting the site can see the most recent activity in the project.
8. Compliance statement: The Trustees confirm that they have complied with the duty in section 4 of the 2006 Act to have due regard to guidance on public benefit published by the Charity Commission.
9. Statutory audit: The Charity is not subject to statutory audit in respect of the period covered by this report.
10. Meetings: The Trustees met as a full Trustee body on 15[th] June 2022, 28[th] September 2022, and 23[rd] March 2023, and otherwise communicated decisions to advance the work of the Charity by email. There have also been zoom meetings where necessary with the Directors to ensure the smooth running of the Charity. The Charity has continued to use zoom to save travel time and accommodation costs. This also ensures good attendance. Trustees met in person at the House of Commons event and the aim is to have an annual event where this is possible, if not at a formal Trustees meeting.
11. Accounts: The accounts of the Charity have been prepared on an income/expenditure basis for the year 1[st] April 2022 to 31st March 2023 and are attached.
12. Neither the Charity nor any of its Trustees’ act as custodian trustees.
Date of Report 16[th] June 2023 Signed:
Secretary
THE NATIONAL EDUCATION MUSEUM STATEMENT OF FINANCIAL ACTIVITIES FOR THE PERIOD 1 APRIL 2022 TO 31 MARCH 2023
THE NATIONAL EDUCATION MUSEUM
CHARITY NUMBER: 1177115
FINANCIAL STATEMENTS
FOR THE PERIOD 1 APRIL 2022 TO 31 MARCH 2023
THE NATIONAL EDUCATION MUSEUM STATEMENT OF FINANCIAL ACTIVITIES FOR THE PERIOD 1 APRIL 2022 TO 31 MARCH 2023
| Notes INCOMING RESOURCES Donations 1 Refund of expense Total Incoming resources RESOURCES EXPENDED Cost of generating funds 2 Goods Services Room hire Incidental expenses Bank Charges Total resources expended Net Income for the period Reconciliation of funds Total funds brought forward Total funds carried forward |
2022/23 £ 68,222 68,222 366 1378 4,051 567 72 6,434 61,788 114,619 176,407 |
2021/22 £ 49,949 138 |
|---|---|---|
| 50,087 0 1,645 500 1,138 72 |
||
| 3,355 | ||
| 46,732 67,887 |
||
| 114,619 |
FOR THE PERIOD FROM 1 APRIL 2022 TO 31 MARCH 2023
THE NATIONAL EDUCATION MUSEUM BALANCE SHEET
| Notes TANGIBLE FIXED ASSETS Equipment CURRENT ASSETS Debtors Cash at Bank and in Hand CREDITORS:Amounts falling due within one year NET CURRENT ASSETS NET ASSETS UNRESTRICTED FUNDS TOTAL FUNDS Chair of Trustees/Director of Finances |
2022/23 £ £ - - 176,407 - 176,407 176,407 176,407 176,407 |
2021/22 £ £ - - 114,619 114,619 - 114,619 114,619 114,619 - 114,619 |
2021/22 £ £ - - 114,619 114,619 - 114,619 114,619 114,619 - 114,619 |
|---|---|---|---|
| 114,619 | |||
| 114,619 - |
|||
| 114,619 | |||
The notes on the pages below form part of the financial statements
THE NATIONAL EDUCATION MUSEUM NOTES ON THE ACCOUNTS FOR THE PERIOD FROM 1 APRIL 2022 TO 31 MARCH 2023
1. Accounting Polices
Though of limited relevance to the accounts for the current period the principal accounting policies adopted by the Charity are as follows:
(a)
Basis of accounting
The accounts of the Charity are prepared on the historical cost basis and are in accordance with applicable United Kingdom accounting standards, The Statement of Recommended Practice: Accounting and Reporting by Charities issued in March 2005.
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(b) Fund accounting
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Undesignated funds are available for the use at the discretion of the trustees in the furtherance of the general objectives of the Charity.
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Any designated funds are subjected to restrictions on expenditure imposed by the donor or through the terms of the appeal
(c)
Incoming resources
All incoming resources are included in the Statement of Financial Activities when the Charity is entitled to, and virtually certain to receive, the income and the amount can be quantified with reasonable accuracy. The following policies are applied to particular categories of income:
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Voluntary income is received by way of grants, donations and gifts and is included in full in the Statement of Financial Activities when 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.
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Any 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 in these accounts.
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Investment income is included when receivable.
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Incoming resources from grants, where related to performance and specific deliverables, are accounted for as the Charity earns the right to consideration by its performance.
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(d)
Resources expended
Expenditure is recognised on an accrual basis as a liability is incurred except where otherwise indicated. Expenditure includes any VAT that cannot be fully recovered, and is reported as part of the expenditure to which it relates:
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Costs of generating funds comprise the costs associated with attracting voluntary income.
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Charitable expenditure comprises those costs incurred by the Charity in the delivery of the activities and services for the beneficiaries. It includes both costs that can be allocated directly to such activities and those costs of an indirect nature necessary to support them. Governance costs include those costs associated with meeting the constitutional and statutory requirements of the Charity and costs linked to the strategic management of the Charity.
THE NATIONAL EDUCATION MUSEUM NOTES ON THE ACCOUNTS FOR THE PERIOD FROM 1 APRIL 2022 TO 31 MARCH 2023
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All costs are allocated between the expenditure categories in the Statement of Financial Activities on a basis designed to reflect the use of the resource. Costs relating to a particular activity are allocated directly, otherwise apportioned on an appropriate basis.
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(e) Any fixed assets are stated at cost less accumulated depreciation.
1 Incoming resources from generated funds
| Voluntary Income (Donations) Cost of generating funds Goods Services Storage Zoom Licence & office costs Room hire Incidental Expenses AIM subscription Conference attendance Bank Charges Staff costs Salaries (All funds) Tax and social security costs |
2022/23 2021/22 £ 68,222 £ 49,949 _ _________ 68,222 49,949 __ __ 2022/23 2021/22 £ £ £ 0 1378 502 366 4051 65 0 2246 4051 65 72 0 1,645 500 1,138 72 _ _ 6434 3,355 __ ______ 2022/23 2021/22 £ £ 0 0 0 0 ___ _____ 0 0 |
|---|---|
2 Cost of generating funds
There were no employees during the year
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