REC.ISTF.RFD CONtP_4NY NUh.IBER.. CF1I2778
REGISTERED CHARITY NUMBER: J197296
'J)
L St.4TIMF.NTS
FOR
BUCKLEHAVEN cHAR￿y
41 Rodn¢v Roud
Cheltcnhai
Glou¢¢si¢r&h¢r¢
GL50 IHX

BUCKLEIi4VEJI' CIL4RrrY
CONTENfs OF THF FIN.4NCIAL STATENIENTS
D30Se
tomber2024
P*ge
Reftiynceand adniini5tr&live detail$
Reportoftht tr￿lIC0S
tndepffldent r%aiiiiiieT'5 report
Siatement of r]n*nd*l acdi'ltles
Balance slieet
Notes to the fJnancl¥l $tstenioryts
7 10 11
Detailed 5tstemfntof fingnaal activitie5
12

Bi)CIKLf.H. V
REb'EREINCE.4ND..IDII'
FOR T
INISTIiATII-.E DET.41LS
tcmber 2024
PRINCIPALADDRESS
11 Warrett aose
heltcnliam
GLil 3HW
REGISTERED Coll IP_4NI' NiTrhlBER CE027780
REGISTERED c11.4R￿ NUMI BER
1197296
TRUSTEES
Mrs CR Bower- CkniT
Mr R Ba5nelt
Mr MA HiiAI
Mr JAH Mills
MrsCE Ornia
MrsCE Sione
Mr$ JC TODI
CLERKTO THE TRusfEES
MES E Meekiims
EPENDENT EknIlllNER
mitc￿1} GI￿1]1< Lirnikd
41 Rodncv Road
Clielienll￿ll
Glou¢¢si¢tshite
GLiO LFIX
SOLicfFORS
BPB Soliriiors l.LP
St Janits. Hous¢
Chelieiiliom
GL50.IPR
LloydsTSB H¢
130 Highi Street
Clitlt¢nham
Cyloiicc%t¢rsliire
fjL50 IEW

BUCKLFIIAI,-FN' CHARrrY
RIPORT OTr. I'IIL TRb.81'1.:ES
R THE I'EAREN'DED30S¢
trnibcr 2024
I'he In551¢¢$ ilho are also ditc¢ioYs of ihe thariry, for th¢ purp)ses of the Compsni¢s A¢t 2Q06, present Iheir rewrt Iyiili ihe filluiicial
51ai¢m¢nts of the oliarity for tlie }'ear ended 30 Septciiib¢r 2024. Tlic ITU51￿$ hai'¢ adopted thc prnvisionsof AccouJ2ting fjnd Reroning by
ChoriuL¥.' S￿l¢tilL]ll ofReL'OJIIIIILiided Pr8ciice ttpplicablb Iv clwiili¢s ili¢ifatsLUiIIiIS ill aCLurdwic¢ iviui Ili¢ fiiiuiiiial R¢wrtin¥
Stsndatd applicablc Jn ilic UK and R¢public of Irelaiid IFRS 1021{¢fftrlive l January 2019).
OPJECTII.'ES AND ACTIVITIES
Objectii'cs aint5
Tlie Trusl¢¥s liai'e ili¢ obj¢Lli&¢ uf Lcepiny all pl7>p#r￿¥S aiid ¥rt)uiid5 in ¥uod L'oijdilivii ther¢by prDvidiJLS a roiiift>rt&blr aiid
¢nv¢n)nm¢ntfor e￿h rcsidont ii'hilst coniplvillg ivitli tbc de¢¢nl liome$' $randards.
Th¢ Ttust¢es me¢t iviih lh¢ t¢5idenls 4lltsrteTly ivh¢ie p)$51ble as ii'ejl as a￿21)81￿8 sociul even15 over ih¢ y¢ar io brtn8 the re5id¢nls and
Tn￿tcCS toscthcr.
Ongoiiig dis¢ussions Iwi'¢ ¢oniinu¢d ii'iih lh¢ MJNaging Agents ISoveitl8D Housing) to ensur¢ appropriate pr(Kedut¥5 are in plfj¢e 10
¢t Ilic rcqiiiTemcnts of tlic J.loincs Epgland.
In D￿¢Mbcr 2023 ilic Trusrccs prniided a Christnijs nical aiid gifts for resid¢nts.The aniiuol Gnrden Party atso took pl￿¢ iji $umm¢r
2024 and it ivas pleasiiig lo iiole tliat Ihe'frii￿ees iverc joiiicd ￿- a good nuDikr of rcsidcnt5 111 th¢ sroiinds of Bii¢kl¢hav¢n. A R¢sid¢nts'
leu¢r 1$ displllked l])TouoJioui the on NoticctQSTd higbligljting key ItrPi¢S Taised al Iht qllarterlv Jneeliiigs ol die Tiusl¢e5 and
Sovereign Houmns Associatsojj.
The TVC(>n¢essionary, Li¢ell¢e foT tho$e eligible I￿&$￿S01n rellcived ill Apri12024 which was funded by die Charity.
ACHIEIIENIEhY PERFO1iIIA￿CE
Charitsble actiJitic5
Th¢ Trusl¥¢¥ b¢li¢v¢ Ih81 ttLey in¢el the requi￿nIC￿lS of lh¢ s¢1 QUI iii llje Cliarily Cuminissiun¥ adviG¢ publtfyatiun. The 3im or
the Charity i5 through die ￿MshouSe5 to piiwide acwnimodtstion as ser alx)ve. Vacancies are advertl5¢d on dJL i￿ebSite of Sovereig
H01151ll¥. tlie FIDiiicsccKers i¥¢knic aftd TiomiiifLtioi15 arc rttci1.ed f￿￿1 thc LO¢￿ Auihority for iijdividullls ite g¢¢king
¢¢onimod&tioii and arc Uiiablc to afford conJmcrcia] rent Ill Ilie area. A 5igiiificllni iiMTnkrofr¢srid¢ots iij r￿elp1 ofHousing Bcnctil.
The f4Giliu¢s liai'c off¢T¢d a Iiigli oc¢up4n¢} rat¢ oi'¢r ihc pllsr 10 yeats sugB¢siing tlioi tli¢ Cliarity is providlljg an iinwrtoiil Collttibulion
10 social housi￿ in the Clielienliam area. I'lie Cli&rity lias vacuiicic5 al PT¢%lIt.
FIN_4NCI.4L RLVIEII.
Uiider Ilje agreellicnl daled 18th Jiil}' 1997. the Tnist hai'e o11t5011￿Qd th¢ das, tD da)p ruiining of the properties lo th¢ Sovcr¢isn Hoiiyiiig
Associolsvn. Thi5 a¥irYem#nl pru1'id￿ Ilial ii¢¢LIy ￿lI}ll.1)d￿LL. COJitribiiliuJ15 ar¢ puiJ dir¢iily by Ui¢ r¢¥id¢Dls itt Sui'¢reigii. Iwlm) ar
responsiblc for Ihc Thaintciiallcc of Ihc ChatitV'5 proS￿rtY. to the natsrc of'this agrccnient-Valu¢ foT Mon¢y M¢irics for tlsc Tn]st are
iiot I￿¢￿Il￿sful and Ilierefore iiot iiicluded in th¢s¢ occouiils.
STRUCTURE, C.01"E￿N.￿NCE.4ND hl.4N.4GENIINI'T
GovertLing doC￿l¢￿t
'rhc cliarit)" is ¢onlTollcd by 115 SOTrCtlllll8 do¢um¢nl, a ded ofinisL and con5tittitcs a limited comw,. limii¢d by gual￿Te@ lls dcfincd
by ￿le Collipanies A¢1 2Crt)6.
ChAritY COn51ibJtion
The Chtstity ilias origiiially 80I'¢rn¢d by a Deed o(Gtft dakd 29tli Noi'enlber 1899 o S¢li¢m¢ of the 7th Febniary 1979 amend¢d 2ith
Aii8ust 1995. f￿110￿￿?1)￿ ￿1¢ iii¢on)oration of tli¢ ChllriN' iiith o Cliuntsblc In¢0￿r￿1¢a Orgoni*uoii ICIOI on the 30 Septemtxr 2022.
tIK Cliarity is lloi¥ sovenied bir Ilie BvcLlehaveii Fouiidalion CIO con51iliilitsii dai¢d 6 Scpiciiiber 2022.
Th¢ Chjyitr's R¢gi5tercd lillin￿r is 1197296 8nd il is Jlso rcgulatcd bi. Ilic RcsU1a￿r lor SociJi Housing (Numbcr 5)661
Rclruitmont Upp(b￿t￿¢llÈ of nl￿. trustoos
Tlie Triistees are recruited as reqiiired iviili tlie aim of liaving a ]3oard or-rnislcEs ivith a ran8¢ of r¢ltNanl skills and expcricncc.
N¢iv Truskes 8re induct￿ by tlic Board are encouraged to ottelld toiuses tun by The Almshouse As￿Ciation and oili¢rs.
Rl¥k
Thc Twsttts hai'e revici¥cd thtir profesyionlll lldvÈsers the major ri5L-$ kn ivlii¢h the Charity could be exposed ur¢ satisfied thtsi
the arrdng¢ni¢nlS in place lo deal ii'ith these evenluolitic5.

BIICKLEFL41tEIN
REPORT O ' TV.IE TRbSTEIS
t Jber 2024
OR
srATEhllNT OF TRUSTfES' RKSPONSIBILI'I'IES
Tlie tnislees IIN'IID llre 4150 the diTeclors of Buck.IcliaYcn Charity lor Ili¢ purpoxs of coniF4ny laivl arc rcsponsiblc foi prcpu5illB II
RewrtvCth¥ Ifusii'¥5 uiid fil1u￿1￿1 ¥iJ*iii¥nis Iii aGcoydaiiLL applicabJ¢ law Uiiikd kn118th)ni A¢Evuntiii¥ StaiMlard& Iujiiled
Kinsdtrni Gcn¢rnlly Ac¢cpt¢d A￿0￿￿till8 Practi￿1.
Compthny Itsiv Teqiiiw$ ihe Iru$iee$ 10 Frtpote finon¢ial stat¢m¢nts for each fjnllncittl year wluch gil'¢ tt ITthe f4ir vi¢iv of ilie ￿ale or
atTJiJ> vf the cliaritablr winpaiiy uf Ilic itsuiiiiiig r¢sourGe5 aiid llpplicolivn of rc5vU￿￿.s, iiitsluding Ui¢ In¢oxie WMI &¥pendjlU￿. OC
Ih¢ el)aritrLble company Cor that p¢riod. In ptep2riiJ£ those fJn&iicial 5taleiii¢nl& ihe IFU5t¢¢$ are required
Itt% suitsbl¢ accountin8 policies alid ill¢ii apply Iliem Coll￿stentlY.
observe the methods 4Liid priiiciples jIi the Charity SOIIP:
jlld8ciiiciiIs HJKi cstirtiulLs ilial ur¢ re&uiiubl¥ uiid prudenL
Pre￿re lh¢ fiiiaiicial &alenieJtls OD the goillg conc¢ni 1*5is thnless it 1$ inappTopriak to Pfcsuine tiiat the ¢horiknblB coiiipany iiryll
conhnue in busincs5.
Th¥ Itu¥lws are r￿P)I￿1b1e fur k¢epiiw propEr 4K¢ouniin8 rLLJrd¥ whicli disck)stt ivilli rea￿178b1¢ arcuTacy 41 ajiy iiiii¢ thr fiiian¢¢al
posilion ofili¢ ¢hanthblc comwiiy and lo cnublc Ihcm io ¢nxirc that the fiiianct&l stakrnents comply wilh Ihc Componi¢s Aci 2006. Tho
re u150 re5poiisibl¢ for safcsuardiiig ilie a5ycls of Ili¢ tlianthblc ¢onipaii}' wid lie￿e for tski118 [¢￿Trabl¢ slcp5 101 Ili¢ preireii15011 and
d¢trction of fraud and other irregu1￿lticS.
hI4n*gement.4rrangemonts
I'hc Trnst¢es n¢#Oiia*d i long-ierni l¢as¢ $upporting HoiLSiiig and Man8g¢niellt and JElaled
Serviccs iiilh..
Soveieigii Hou*n8 Asso¢ioip)n (Head Office)
s0ve￿Ign Hoiise
Basing Vieiv
BJsiJ]gstoke
RG214kA
CA no. 7448
Homes Ellgland No.. 4837
Thi¥ ¥iiDbltd thL' CliJrsiN bDild wi ¥ddiliond 14 U¢iiLS ofJJJLMi¢rn cujislruction iviiliiLi Ilie P[0￿[ly. SuvLir¢i¥i) a)¥ ￿￿￿)i￿lb1e fur Ijll ur
Ihc duy-1048y mlliiJg¢mrnt¢l'ihr fwIlily.
I'he Trti$i¢¢s ¢oniinu¢ 10 bc rew￿*ble foT th¢ s¢le¢tion and QPFointment of te5id¢nl$, ￿￿]￿lti1￿ a Tole llnd meet qU4rt£rlv
willi Su%r¢reigtt lo ¢JisiiM' tii¢ dijlis aiid obj￿Ilv¢s of Ilie Cliaril). orc b¢iii8 iiicl. In 4ddiliviL Ili¢y yssunie rcsp)iisibilily for additiunal
provisions ￿ld improi'emeijts to ej11￿nCe the facility.
As plaiitted. tlie Board ot'Trllsiees Jiitt tiiice )n tliii ￿riod. Wiiere possible. Ihe Tn￿¢¢5 iv¢rc join¢d by the Managing Agciils. Soi'creigii
Housiiig Association. to re]'ieii' tile Jn4Jllagemcnt stralco!. to ensute Ihoi residents, nceds are Inet ￿)d lo coiisider fiitute action wusred lo
l1iJilillaili Ilic i%'¢ifaTL' uf r¢bidL'ILls. Ilie 26 oiJ# ￿dr￿n7 opurtm¢ii15 and ￿vI￿ly Ui¢ ruiii)Ing of AJm5knu5es Ihwugh
tbe Mangg¢menl AgTe¢nienl iiith Soveteiqii Hou￿n8 A550cialioii Litniied.
SoverciBn aT¢ T¢spon5ibl¢ for th¢ re￿1[. tntiiiikTran¢¢ afjd ittsuran¢c of the properbcs and gtouiid5. coll¢clion Df F¢sid¢nlS' ii¢ekl}'
nioinleDance poynients oveToII M'elhT¢ including mojithl>' vislts to ¢a¢h r¢sideLii ioge&ieT liaisoB witli Social Ser%'i¢es kn ensure
iliat rexd¢nls urc ablc to Evmoiii illdcpciidcnt ulltil Ilic), urc no lontser •ble lo look aftcrd1em￿j￿e5.
Thc Trusie¢s mainiain and t¢i'ieiv th¢ Chatiiy'$ i*i'e$im¢nts, 4 rK)rtfolio ivhich is inteJNJed to be used io fund du,dopmeni proj¢cis and
meet niniiing expeJ2dilur4 il'necessas>', 85 free reserves as i%'cII a5 providin8 r¢51&nis i¥ith pasfor81 care and 5UPPOrt.
The bank mandalc rt1115TC5 thc 5isnutUFC of tsyo I￿th0T15¢d'fn￿tCs. Trn*¢¢l insurgncc risks gre revieived unnuolly.
Th¢ T[L￿¢e$ olso ¢ollfiTrii Ihai Ih¢}' hot'¢ hud rtgard foT the Charity Commission guidance iii TC5pe£t olpulAic bett¢fil lyhen r¢viuving ihe
Charil> $ aims objeciii'es and planiiiii¥ fuiure actiirities.
Approvtd bvoTd¢rofihe boardof trnyi¢¢s on.....
hair
Tn￿1¢¢

IINDEPENDEINT ENAI.IIiJf.R'.S Rf.PORT TO TIIE TRUSTIES OF
.IRITY
Sndepend¢ni examknÈr'$ report to the trusteesof Bucklehoven Charity (the Cornpanv.)
I r¢w)ftio di¢ ¢lianty t[￿ste¢S on iiiy oY&miiiatioii of th¢ accoiintsof tlie Conjpany for the year ￿ded 30 ScFtsmbBT2024.
RospoR5ibihties basis of reEMK't
AS th¢ ¢harity's InJsl¢¢s of th¢ Cornpon}' a150 ils dircclors for tlic puw5¢5 of compairy laiyl you are T¢5pon5ibl¢ for th¢ PT¢PUTation
of tlie a¢couiJls til accordaiice iviih tl)¢ t¢qiiiretn¢n15 vf Ili¢ Coihwani¢$Aet2(h)6 1,111¢ 2006 A¢i'}.
Having so1i5fJed mvself thai th¢ awountsof Ihc Compon). are not wiiircd lo b¢ aiidLlcd undci Part 16 of Ili¢ 2(X)6 A¢t aT¢ ¢118ible lot
Inde￿nde￿I ex4minalion. I report iii respect of m). exllniination of your charity's accounts as carried out under sectio￿ 145 of ilje
Charities Act 2011 1.the 2011 Act'l. In ¢8tWllg out my ¢xamination I ljave fOll￿1Ved th¢ ￿l￿tIOn$ 2iici) by Ihc Charity Con)mis*on
under Section 14i(S1 Iblof dj¢ 2011 Aci.
I￿lept￿dente%￿M1￿¢r,s 5tatenitnt
J liav¥ ¢ompJei¢J my t￿1￿111&tio￿. I confJnJ) that llo Djalters hgve cojme to niy attenlioll iij colln¢clion witli the ex2inination giving nie
u$e io believe..
aCCOlLiitiftg recon1¥ ii¢r¢ kept in t¢5￿ct of the Company #s requsjed by Setiion 386 of the 2006 A¢i' OT
th¢ 0¢¢ouiii$do noi 4ccord ii'ith iliosc rocordy. or
Il)e accollnis do noi ¢oinply iviili the accoiinliiig r¢quiTemenls of Scclion 396 ofilie 2006 Act oiheiih4n un}. T¢qUiTe]nenl Ih4t Ilie
a¢¢ounts gil'¢ a true tsnd foiT Trieii. Ivliich is not G mlltteFconsidcr¢dtss part of indcpcThJcnt eNllThinotion: OT
the accounts 112VC ftot b¢¢n prcpJrcd ii'iili Ilic ni¢lliods and pniicjplcs olilit Slaienienl of R¢¢0mme1￿cO Prn¢iiG¢
tor accounlitt4 and ri'wrting ￿ ¢ltsrilies lapplicable 10 churilie5 pieporing iheir uc¢ounis ill uccord9￿ce wilh the Finoncial
ReporlinB SIOnd￿ applicablc in the UK and Repittli¢ of Ireland IFRS 102)1
J hav¢ no ¢on¢¢rtts artd hove gCt05S Jio otberrn&tters ill connection with the eYBJuinatioJJ to whicli attenlioii should be draivll UL this
rerM>rt in Qrdcrto cnabjea properutLd¢T5tsnding of tlic ac¢ounts lo ￿ trarli¢d.
Mr5A J Evans FCCA
Milcliell Glatti'ille Limited
41 Rodney Road
ChclieiihaRI
Glou¢e%leT5hiTe
fjL50 IHX
Dale".
1.7_10g1.s.................

Bu￿LF.￿lA)IrN CI.14RFrY
STATEMENT or ￿'1￿A￿cL4L ACI'IVIIIES
FOR THE I'EAR EIN'DED 30
tember 2024
2024
Totsl
funds
2023
Total
un￿strICted
fU￿d
Restricted
fund
as Itstuled
Notes
INco￿lE AND EN'DOWNIEII TS FRONI
Invc*muJt income
18.591
18.591
17.962
EIPFNDTfuRE ON
Rwsing funds
5.174
5,174
43,275
Othcr
12.701
Totsl
5.174
5.174
Nd 8ains on inv¥51nierL15
69.103
21.294
NET NCOMEIIEXPENDrruRE)
82,520
82,520
(16,720
698.254
Tillnsfers bctsyecn funds
Othor rtco2nistd gail￿(10￿)
Gains on revaluation of fJKed a59Ct$
521.500
Nctrnoytmcntin fund5
82.520
81520
1.203,034
REcO￿,c[LIATION OF FUNDS
I'otal fund5 bmught forvard
As prrviDusl>' repprttd
]4ioryeor4djusknent
1,168.267
1,168267
34.767
A5 rcstAtLyl
1.203,034
1,203.034
TOI'AL FUNDS CARRIED TrORWARD
1.285.5
1.28) 5)4
1.203.034
The nok$ fotm pttrtof th¢se fillon¢ial $ti¢iemenis

cHAR￿y
LINCE SHEET
2024
Totul
funds
2023
Unrcstricted
fund
Re5tsictcd
nd
as re&tated
NolB5
FIXED.4SSETS
Twigible assets
Invesiineijts
521.500
736.MO
521,500
7J6 540
521,i(KJ
6iO 119
l Ji8.040
I,2541Jlg
1.171.619
CVRRENT ASSKfS
Debtors
sli at b&nL-
4.0(I)
24.309
24.309
32.259
28.31
28.3
31259
cRED￿oRs
Alllollilts flllling due wiihiii one year
10
17951
17951
18441
NET CURREINT ASSETS
27.514
31.415
TOTALASSETS LESS CUEiRENT LIABILITIES
1,285.554
1,285,554
1203,034
NET A&SETS
1.285 i
1.28i.5
1203.OM
Fb'N'DS
UnTcstricted fllnds
1285.554
1203.034
TOTAL FUIYDS
1.285.554
1.203.034
Tlie charithble to]2iPXllly l5 ¢ntiged to eyeniptioj) from audit under Sectioll 477 of the CompLnie5 Act 2Q06 lor the yetsr ¢nded
30 Septeniber 2024.
The ni¢inbcFs liAv¢ iiot rcquiJEd djc company to obtsin an audit of its financial 5tatcmcnts for Ilic }ear onded 30 S¢p*mb¢i2024 i
accotdall¢¢ ivilh S¢¢iLOll 476 of Ibe CompaJuesAct 2006.
Tlic IT115k¢54rk'noii.Icdg¢ Iheii reskM>iisibililie5 for
ensiiring that the ¢l)arii¢bl¢ ¢omptsny keeps I¢¢¢OUnlin8 r¢cords (hat comp]y i￿th So¢tioi)$ 386 and 387 of the ComrAknies A¢1
20(b ond
prepjring financial siaiemenis ivhith Biiie a Ini¢ Msid fair vi¢w of ili¢ sthie of atyairs of tlit charitable coinparty as at tbc end of
eacli fina￿lts1 v¢ar alld of ils siirpliis or deficit for each finonciol >eur in attordan¢¢ ih¢ T¢qUit¢m¢ni$ ol S¢ctions 394 and
39) and ii'lJiGli 0dleri￿Se conipls, ilriili the r¢qiiir¢m¢iiis of th¢ Conipanics Aci 2006 r¢latiilB lo fin￿7¢1&1 ststemcnls, so far &%
pplicaNe to the cljaritablo comwiy.
Ibl
Tliese financial slalements liave beets pr¢paT¢d in a¢¢ordart¢¢ i¥iUi the praviMons applicable io ckiiitllblc compgmses subject lo the snigjl
¢onipollie$ Tegime.
Tlie fjnanrial ￿t￿l￿entS wete approved by the B09Td of Trllstee5and 8utlM)rised for]￿ue on...
on its behalf by..
. Iver¢ 5iglled
er-
Tru51rc
ThB notes part ofihest finan¢iol $iaiemenis

OTES TQ TiIf. FII*Ai%CIAL sfATEhlEIYTS
FOR TIIE YLIR ENDED 30 S tenLbcr2024
ACCOUIN'fiNG POLICIES
B.4SIS OF PREPARIIN'G THE FIN.4￿,cL4LsTATE￿￿N'Ts
Thc financial 51aletiieiils of the cliariiuble ¢oinpany. ii'hicli is a public bencfit cnlity U1￿¢[ FRS 102, have b¢¢n pr¢par¢d Jn
coidon¢e i1￿1k tlie Charities SORP IFRS 1021'AccoiiJJliiig and R¢portins by Chatili¢s." Stsl¢mciil of Rr¢oniinended Prn¢iic¢
applI￿bI¢ lo cliarilies preparittg ￿le1r llccoiint5 in accordance Iviih thc Financial Rcwrtiiig Standard upplirabl¢ in th¢ UK and
Republic of Itela]Kl IFRS 1021 l¢ftTeclive l Juniiary 2O19y. Finan¢ial Reportln8 Standard 102'Tlie FilL&licial Reporting sta1￿2rd
applicabl¢ in the UK Rcpublic olIT¢knnd' and Ilie Com￿111¢$ A¢t 2006. Th¢ finon¢ia] wt¢n)ci)ts hrlve been preF4qred under
IIK liislorical ¢D51 Co￿¢nI10￿, willi the exceplion of illveslmtths whi¢h ar¢ intslud¢d ai markcl valu¢. LS modtfied bv th¢
of ¢¢rthiii ￿sets.
FINANCIAL REPORTINC sfANDARD 102- REDUCED DISCLOSURE EXEMPTIONS
Tlie ¢lJaritsble coiiipan). has Vlkcn &di,￿l￿ge of Ilic folloiling disclosurc eyempiioii in PFcpsrin8 these finon¢i81 st8*meDI4 8$
pernlitted by FRS 102'Thr fJnanEial R¢porfin8 Sraiidard applicable iii the UK and Repiiblic of Irelaijd,:
Ilie ffqiiiretn¢iJts of s￿tiott 7 Stsiement o(C&sh FIoiv5.
INCOIIIE
All in¢ome is r¢¢ogniscd in th¢ Stst¢m¢ni of Finan¢i&l A¢iiirili¢s on¢¢ th¢ ¢hfjrity has ¢ntitl￿¢￿t lo the f￿d& it is ptobable that
iTrcoin¢ ivill be r¢ceived 9lld the 8Aiount can be measuted reliably.
E.XPINI l)rriiRE
Li8bililies are reco8nised as exyrtdiliire d$ sty)n &$ tliere IS a le8d or constructive obligation ¢ommittiiig the charity lo tI￿t
¢xwndiwJ¢. il i$ pioboble thRI a transfer ofecoiiomic ￿ller115 Ivill bc Tcquired in *llic]nenl 4nd Ih¢ amouni of thc oL4igati¢n ¢
be nie4SiiTed reliablv. fxpendilUt¢ 1$ a¢¢ountrd far on an a¢crtuls ba￿S and lias beeii classified under headill8S that aggr¢g8le all
cost relllted to Ilit ¢at¢goty. whe￿ ¢osi$ cannot be dir¢¢tly ottribuied ro PJfficular lieading5 they have beeD allocatsd 10 activities
on a EASIS consisient iiith th¢ u5B of rc50urrcs.
TANGIBLE FLIED ASSETS
Dewec2Ution 15 Ptovided al the folloii'in8 al￿￿7&] rates IJJ ordetto ii'rile off ea¢li as5el over i15 cs1imllt¢d us¢ful lifc.
Fr¢¢hold PToperty- Nil
TAk.%TION
Thr ¢haritl' 15 ¢xempt from corwrntion l&Y oil its charilablc 4ctivitics.
FUND.ICCOUNI TING
Ulirt￿rieIed lunds be tssed in arcordallce iyitli Ili¢ ¢h41itsbl¢ obJ"¢tlive$ai th¢ dis¢r¢iion ofih¢ IN¥lecs.
Restrictcd tunds can only b¢ used for psrti¢ulaT J¢*riCted purp05CS Withitt thc oFiccts of the chatity- Restrtctions ari% Ivhen
SPBcifi¢d by the donoror iyhen fmid$ Jre Msed fot P2rticiil&r restricted wrroses.
F￿rthCre¥P1￿nation ofth¢ naiur¢ and olu¢h (und is inclu&d in the notes io tlie fiA&rKiBI statemartS.
INVEST.MENT INCONIE
2024
2023
lil￿r¢st r¢¢oiYable- tredins
Inveslinelll income froni porfolio
57
17.9))
l8.591
18.591
17.962

BUCIiLEHAVENI CIL4RITY
YOTES TO TEIL FINANCtAL S
FOR THE YEAR ENDED 30 S¢
tember 2024
- continued
114ISING FUNDS
114181N(' DONATIONS ANf) I.FG.4C.IFS
2024
2Q23
Surv>rtcosts
5.174
&508
SUPPORT COSI7
Supwrtc(>sts, included iji the 8Erf>vc. arc 8s folloiv
2024
2023
Rai$iJlQ
donaiion5
Totul
aGtii'ilies
legllcies
InsurAJJee
Sundrics
A¢cOuiita￿Y
Leglll fees
ClcrkinE Costs
32)
3.153
325
1571
660
3.796
916
5.174
8.508
TRusfEES' RENIUN& ER4TION AN'D BENEFrrs
TIi¢t¢ I￿Te llo Iru51e¢4 Tciniineration or othcr ￿N¢[I13 lor th¢ year ended 30Sept¢mbcr2024 nor lor the yeoT ended
30 Seplember2023.
TRUSTEES. EX"PENSIS
There no trustecg ex￿nseS paid torthc)'e2T ciidd 30 SeptcinbBr 2024 norfoith¢y¢aT ¢ndcd 30 S¢ptembcr2023.
PRIOR YEAR ADJUSTN.IENT
Tli¢ 2023 ¢OmPaTalivc fz8UTe5 have becii reslaled to TCniOi'¢ d¢pte¢iqtiots of£34.767 ¢harBcd on the frechold propertv in the yeor.
TANCIBLE FLNED ASSETS
rrecliold
prop¢tD
COST
At l OctobBr2023 and 30 Sepi¢nJber 2024
521.500
NET BOOK I'.4LbE
AI 30 sept¢￿bEr2O24
521.5
At 30 Scoemb¢r 2023
i21.ioo

BUCklEILKVEIN CIi4RrrY
NO
18 TO THE FlIN.4h'CIAL S'I'A'I'EMLI%'TS_ continued
E YEARENDED30Sc
teFAber2024
FIXED.4SSET IIN ITESTlIqENTS
2024
2023
In¢om¢ units
736.540
650.119
There wert llo investment 8SS¢lS Outsid¢ lh¢ UK.
Investhiens (neither listed nor llnli5trdl Iv¢r¢ fjs follo1￿".
2024
2023
Cost
AdditioJJs
Incrcasei(decrea5¢ Dfi"alue
Trnjster tronj Bu¢M¢have
650.119
17,318
69.103
16.809
21,294
612.016
736.540
6iO.1I9
DF.BTORS:.4MOUNTS FAI.LING DIJE NITTItIN Oh'F. YFAR
2024
2023
Prepawts
4.(KlO
io.
CREDtTORS: AIIOUNfs F.4LLIYI G DUE IlY￿H1N ONE YEAR
2024
2011
Ae¢ru¢d &I￿n$t5
795
10

ES TO'IHE FINANCI.4L STATF.hifN-rs- c(Iiitinucd
'OR THE I'EAR E￿.DED 30 So
tember2
i).
NIOVENIENT lli FtiNDS
Prtor
ye4r
adjustment
N¢t
DJoveiJ)¢n¢
in funds
At
3019124
1110tt3
Uni'estsictcd fund$
General fuiid
1.108,267
.767
81520
1285.554
TOTAL fiUNDS
168.267
34.767
82.52Q
1.28i.ii4
Neimow¢n]eiit in funds in¢luded ill Ihe abDve are as follows..
Incoming
resource5
Rcsourccs
ekpeiJd¢d
Gllin5 and
1055e5
Movcment
in fuDd5
Unrestiictod fund$
GeDeTBI fund
18,591
69,103
82.520
TOTAL FUNDS
18.591
6I).103
82.520
Crmipar*llv(¥ formoyemtntin fund5
N¢t
movertient
in fumds
TrllnsfeTS
bEiiveeii
lunds
At
1110122
At
3(h9123
Linrtstricted funds
General furtd
504.780
698254
1,203,034
TOTAL FUNDS
i04.780
69&2
1.203.034
Coinp8rative nei moTrement in tsrtds, in¢ltyJ¢d in the alx)vc 4re 85 follow5..
t￿Ming
R¢g)ur¢cs
¢xpended
Guin5 and
10$s¢$
Moiemehl
in funds
Unrestiicted fund$
fj¢rKT&I fvnd
17.962
155.9761
542,794
504.780
TOTAL FUNDS
17.962
542.794
5(H.780
io

BUCkLEHAVEIN cHAR￿y
NOTES TO TFII FINANC.I.41, 8TATf.MES'1'S_ continued
FOR TI4 ,
D 30 S ¢C￿ber2024
io.
MOVEMENT IN FUNDS_ continued
A ¢utt¢nt 12 months artd WiOTye4T 12 mgnths combined p)sition is as folloivs."
Prior
e3T
ttdjus1￿1e￿t
Nct
mov¢m¢nt
iji funds
TraiJ5fers
behveen
fund$
At
IllQ122
3019124
Unre5¢ri¢ttyJ funds
Oen¢rnl fund
34,767
587.3(X)
69&2)4
1,320321
TOT.4L FUNDS
34.767
587.300
698.2)4
1.320.321
A tutrent yeor 12 months and piioryear 12 mortths combined n¢1 mov¢ni¢nl in fund4 included in the above are as follotvs..
I￿0￿1n%
r¢source5
Re￿urCeS
K￿fid¢d
Movthn¢nl
in funds
1055es
Unres¢tl¢ted funds
General
36,553
161,15Ql
611,897
587,3(h)
TOTAL FUNDS
36.553
61.1501
611.897
587.3(Kl
ii.
REL4TED PARTS, DISCLOSURES
There were no reiai¢d party ITan5actions forthe year cnded 30 Sekx¢mber2024.

Ckl RITY
DET.4ILED ST_4TENI
'OR'J'JIE YEAR
F FIN.4NI CL4L ACI'IVITIES
bcr 2024
2024
2023
a5 ￿Slated
INCOME AND ENDOIIIMENTS
Itkv¢stNontI￿o￿Ie
IRteie51 tcceiYable- t￿dIng
IAI'cshncnt income frojn p)rttolio
57
17.905
18.591
18.591
17.962
Totsl incoming rosoburtey
18J9J
17,962
EYPENDrruRE
Other
Transfets from Bucklehaven
47,468
Supptsrttosts
hlan*gement
InsuTan¢¢
Suiidn¢$
325
3.153
32)
2.571
3.478
1896
Gov¢rn*n¢e ¢tssts
Accoiinlancy
Leglll Fecs
Clerknng costs
660
3.796
1.156
916
1.696
5.612
Totsl resources &Kpond
5.174
i5.976
Netexwiditure before 8ains and losses
13.417
13&0141
Retslised recognistd golns gnd losses
Reaiised gain￿1105￿¢S) ort fixed llssci inv¢sthi¢nt$
69.103
21294
Netkncomel{txpendlture)
82.520
This pgse do¢s noi fonm pttrt of the statutorv fin8n¢id st4t¢m¢ots
12