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2025-03-31-accounts

REGISTERED CHARITY NUMBER: 522185

Report of the Trustees and Unaudited Financial Statements for the Year Ended 31 March 2025

for Bilsthorpe Miners Welfare Scheme & Institute

Wright Vigar Limited Chartered Accountants & Business Advisers Unit 4B, The Willows Ransom Wood Business Park Southwell Road West Mansfield Nottinghamshire NG21 0HJ

Bilsthorpe Miners Welfare Scheme & Institute

Contents of the Financial Statements for the Year Ended 31 March 2025

Page
Report of the Trustees 1 to 2
Independent Examiner's Report 3
Statement of Financial Activities 4
Balance Sheet 5
Notes to the Financial Statements 6 to 9
Detailed Statement of Financial Activities 10

Bilsthorpe Miners Welfare Scheme & Institute

Report of the Trustees for the Year Ended 31 March 2025

The trustees present their report with the financial statements of the charity for the year ended 31 March 2025. The trustees have adopted the provisions of 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

Objectives and aims

The charity has been established to provide for the maintenance of a Welfare Institute and other facilities for recreation and leisure time occupation for the benefit of the inhabitants of the parishes of Bilsthorpe, Eakring and Rufford and the surrounding neighbourhood and in particular, but not exclusively, such of the said inhabitants that are members of the mining community without distinction of political, religious or other opinions with the object of improving the conditions of life for the said persons.

Significant activities

The institute is let under licence to Bilsthorpe Miners Welfare Limited, a company incorporated and limited by guarantee. Bilsthorpe Miners Welfare Limited is required under the terms of a covenant to pay over all realised surpluses to the charity. The institute provides entertainment facilities for it's members and the neighbourhood in accordance with the terms of the charity.

The Charity also has sports facilities for use by it's members and the neighbourhood. The sports facilities are available for hire by any individual or organisation in accordance with the standard hiring agreement and scale of charges adopted for the year.

The charity also assists in maintaining subsidiary organisations for carrying out the objects of the charity and during the year the subsidiaries which operated were a Bowls club and an Over 50's club.

Public benefit

The Trustees have referred to the guidance contract in the Charity Commission's general guidance or public benefit when reviewing it's aims and objectives and is planning it's future objectives. In particular the Trustees have considered how planned activities will contribute to the aims and objectives it has set.

ACHIEVEMENTS AND PERFORMANCE

Charitable activities

The level of charitable activity recovered well in the year, with total charitable income increasing to £70,869 in the year compared to £24,055 in 2023/24. Note 2 in the accounts gives a detailed breakdown of the Income. The license fee charged to the trading company Bilsthorpe Miners Welfare Ltd has increased to £39,231 from £2,973 in 2023/24, due to an increase in the taxable profits of that company.

FINANCIAL REVIEW

Reserves policy

At the year end the charity had reserves of £23,460, all of which were unrestricted.

The charity has a policy to hold minimum free reserves equivalent to 6 months of running costs (or a reasonable equivalent) in case income ceased, to ensure the charity is able to carry out committed costs and to deal with the winding up of the Charity if necessary. At the year end net current assets were £6,528 which may mean that in the short term, meeting these targets would be difficult.The charity would therefore be reliant on support from it's trading company, Bilsthorpe Miners welfare Limited..

STRUCTURE, GOVERNANCE AND MANAGEMENT

Governing document

The charity is controlled by its governing document, a deed of trust and constitutes an unincorporated charity.

Recruitment and appointment of new trustees

Prospective trustees are nominated as a vacancy arises and appointed by the Board of Trustees, such appointments are subject to ratification by the Coal Industry Social Welfare Organisation.

REFERENCE AND ADMINISTRATIVE DETAILS Registered Charity number

522185

Principal address

The Crescent Bilsthorpe Nottinghamshire NG22 8QX

Page 1

Bilsthorpe Miners Welfare Scheme & Institute

Report of the Trustees for the Year Ended 31 March 2025

Trustees

A Weatherson (resigned 10.4.24) Y Ragnoli (resigned 10.4.24) M Cargill (resigned 19.3.25) S McCallum Ms E Dale J Willis (appointed 29.4.25) G Whitehead (appointed 29.4.25) K McAdam (appointed 29.4.25) D Eadson (appointed 2.9.25)

Independent Examiner

Wright Vigar Limited Chartered Accountants & Business Advisers Unit 4B, The Willows Ransom Wood Business Park Southwell Road West Mansfield Nottinghamshire NG21 0HJ

Approved by order of the board of trustees on 12 September 2025 and signed on its behalf by:

Steven McCallum (Sep 12, 2025 19:47:12 GMT+1)

S McCallum - Trustee

Page 2

Independent Examiner's Report to the Trustees of Bilsthorpe Miners Welfare Scheme & Institute

Independent examiner's report to the trustees of Bilsthorpe Miners Welfare Scheme & Institute

I report to the charity trustees on my examination of the accounts of Bilsthorpe Miners Welfare Scheme & Institute (the Trust) for the year ended 31 March 2025.

Responsibilities and basis of report

As the charity trustees of the Trust you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 ('the Act').

I report in respect of my examination of the Trust's accounts carried out under Section 145 of the Act and in carrying out my examination I have followed all applicable Directions given by the Charity Commission under Section 145(5)(b) of the Act.

Independent examiner's statement

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

  1. accounting records were not kept in respect of the Trust as required by Section 130 of the Act; or

  2. the accounts do not accord with those records; or

  3. the accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirement that the accounts give a true and fair view which is not a matter considered as part of an independent examination.

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 accounts to be reached.

Wright Vigar Limited

Wright Vigar Limited (Sep 15, 2025 15:27:39 GMT+1)

Matthew Chadwick BA(Hons) FCA

Wright Vigar Limited Chartered Accountants & Business Advisers Unit 4B, The Willows Ransom Wood Business Park Southwell Road West Mansfield Nottinghamshire NG21 0HJ

12 September 2025

Page 3

Bilsthorpe Miners Welfare Scheme & Institute

Statement of Financial Activities for the Year Ended 31 March 2025

2025
Unrestricted
fund
Notes
£
INCOME AND ENDOWMENTS FROM
Donations and legacies
4,000
Other trading activities
2
70,869
Total
74,869
EXPENDITURE ON
Charitable activities
Charitable Expenses
5,879
Other
35,592
Total
41,471
NET INCOME/(EXPENDITURE)
33,398
RECONCILIATION OF FUNDS
Total funds brought forward
(9,758)
TOTAL FUNDS CARRIED FORWARD
23,640
2024
Total
funds
£
3,188
24,055
27,243
8,951
34,072
43,023
(15,780)
6,022
(9,758)

The notes form part of these financial statements

Page 4

Bilsthorpe Miners Welfare Scheme & Institute

Balance Sheet 31 March 2025

2025 2024
Unrestricted Total
fund funds
Notes £ £
FIXED ASSETS
Tangible assets 5 17,112 13,558
CURRENT ASSETS
Debtors 6 7,731 8,733
Cash at bank 2,951 5,740
10,682 14,473
CREDITORS
Amounts falling due within one year 7 (4,154) (37,789)
NET CURRENT ASSETS/(LIABILITIES) 6,528 (23,316)
TOTAL ASSETS LESS CURRENT LIABILITIES 23,640 (9,758)
NET ASSETS/(LIABILITIES) 23,640 (9,758)
FUNDS 9
Unrestricted funds:
General fund 23,640 (9,758)
TOTAL FUNDS 23,640 (9,758)

The financial statements were approved by the Board of Trustees and authorised for issue on 12 September 2025 and were signed on its behalf by:

Steven McCallum (Sep 12, 2025 19:47:12 GMT+1)

S McCallum - Trustee

The notes form part of these financial statements

Page 5

Bilsthorpe Miners Welfare Scheme & Institute

Notes to the Financial Statements for the Year Ended 31 March 2025

1. ACCOUNTING POLICIES

Basis of preparing the financial statements

The financial statements of the charity, which is a public benefit entity under FRS 102, have been prepared in accordance with the Charities SORP (FRS 102) '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)', Financial Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the Charities Act 2011. The financial statements have been prepared under the historical cost convention.

Income

All income is recognised in the Statement of Financial Activities once the charity has entitlement to the funds, it is probable that the income will be received and the amount can be measured reliably.

Expenditure

Liabilities are recognised as expenditure as soon as there is a legal or constructive obligation committing the charity to that expenditure, it is probable that a transfer of economic benefits will be required in settlement and the amount of the obligation can be measured reliably. Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category. Where costs cannot be directly attributed to particular headings they have been allocated to activities on a basis consistent with the use of resources.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Improvements to property - 5% on cost Plant and machinery - 15% on reducing balance Fixtures and fittings - 15% on reducing balance

Taxation

The charity is exempt from tax on its charitable activities.

Fund accounting

Unrestricted funds can be used in accordance with the charitable objectives at the discretion of the trustees.

Restricted funds can only be used for particular restricted purposes within the objects of the charity. Restrictions arise when specified by the donor or when funds are raised for particular restricted purposes.

Further explanation of the nature and purpose of each fund is included in the notes to the financial statements.

2. OTHER TRADING ACTIVITIES

Increase in Subsidiary reserve
Billiards, Snooker & Pool
Subscriptions
Car Park and Storage
Jukebox
Licence Fee
Room Hire
Flat Rents
Pitch Hire
2025
£
-
3,776
1,388
-
1,304
39,231
3,983
10,664
10,523
70,869
2024
£
159
1,671
1,258
1,980
767
2,973
3,334
1,857
10,056
24,055

Page 6

continued...

Bilsthorpe Miners Welfare Scheme & Institute

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

3. TRUSTEES' REMUNERATION AND BENEFITS

There were no trustees' remuneration or other benefits for the year ended 31 March 2025 nor for the year ended 31 March 2024.

Trustees' expenses

There were no trustees' expenses paid for the year ended 31 March 2025 nor for the year ended 31 March 2024.

4. STAFF COSTS

The average monthly number of employees during the year was as follows:

Grounds Maintenance
Administration and Management
2025
-
1
1
2024
1
1
2

No employees received emoluments in excess of £60,000.

5.

TANGIBLE FIXED ASSETS

Improvements
to
Plant and
property
machinery
£
£
COST
At 1 April 2024
139,859
41,521
Additions
-
7,977
Disposals
-
(16,495)
At 31 March 2025
139,859
33,003
DEPRECIATION
At 1 April 2024
136,089
32,399
Charge for year
1,124
1,982
Eliminated on disposal
-
(15,278)
At 31 March 2025
137,213
19,103
NET BOOK VALUE
At 31 March 2025
2,646
13,900
At 31 March 2024
3,770
9,122
6.
DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
Subsidiary balances
Prepayments and accrued income
Fixtures
and
fittings
£
13,231
-
-
13,231
12,565
100
-
12,665
566
666
2025
£
4,315
3,416
7,731
Totals
£
194,611
7,977
(16,495)
186,093
181,053
3,206
(15,278)
168,981
17,112
13,558
2024
£
5,258
3,475
8,733

Page 7

continued...

Bilsthorpe Miners Welfare Scheme & Institute

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

7. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

7. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
2025 2024
£ £
Taxation and social security 1,553 1,189
Other creditors 2,601 36,600
4,154 37,789
8. LOANS
An analysis of the maturity of loans is given below:
2025 2024
£ £
Amounts falling due within one year on demand:
Other loans - 20,000
9. MOVEMENT IN FUNDS
Net
movement At
At 1.4.24 in funds 31.3.25
£ £ £
Unrestricted funds
General fund (9,758) 33,398 23,640
TOTAL FUNDS (9,758) 33,398 23,640
Net movement in funds, included in the above are as follows:
Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 74,869 (41,471) 33,398
TOTAL FUNDS 74,869 (41,471) 33,398
Comparatives for movement in funds
Net
movement At
At 1.4.23 in funds 31.3.24
£ £ £
Unrestricted funds
General fund 6,022 (15,780) (9,758)
TOTAL FUNDS 6,022 (15,780) (9,758)

Page 8

continued...

Bilsthorpe Miners Welfare Scheme & Institute

Notes to the Financial Statements - continued for the Year Ended 31 March 2025

9. MOVEMENT IN FUNDS - continued

Comparative net movement in funds, included in the above are as follows:

Incoming Resources Movement
resources expended in funds
£ £ £
Unrestricted funds
General fund 27,243 (43,023) (15,780)
TOTAL FUNDS 27,243 (43,023) (15,780)

10. RELATED PARTY DISCLOSURES

There were no related party transactions for the year ended 31 March 2025.

Page 9

Bilsthorpe Miners Welfare Scheme & Institute

Detailed Statement of Financial Activities for the Year Ended 31 March 2025

for the Year Ended 31 March 2025
2025 2024
£ £
INCOME AND ENDOWMENTS
Donations and legacies
Grants 4,000 3,188
Other trading activities
Increase in Subsidiary reserve - 159
Billiards, Snooker & Pool 3,776 1,671
Subscriptions 1,388 1,258
Car Park and Storage - 1,980
Jukebox 1,304 767
Licence Fee 39,231 2,973
Room Hire 3,983 3,334
Flat Rents 10,664 1,857
Pitch Hire 10,523 10,056
70,869 24,055
Total incoming resources 74,869 27,243
EXPENDITURE
Charitable activities
Groundsman's Salary - 4,844
Sportsfield Maintenance 5,879 4,482
5,879 9,326
Support costs
Management
Secretary's Salary 16,562 14,888
Rates and water 3,792 2,308
Insurance 4,619 5,327
Light and heat 483 1,871
Postage and stationery 50 339
Accountancy 3,651 3,454
Subsidiary expenses 943 -
Sundries 406 27
Input vat reclaimed (829) (345)
Improvements to property 1,124 1,124
Plant and machinery 1,982 996
Fixtures and fittings 100 118
Loss on sale of tangible fixed assets (783) 898
32,100 31,005
Finance
Bank charges 24 13
Information technology
Repairs and renewals 25 -
Other
Property maintenance 3,443 2,679
Total resources expended 41,471 43,023
Net income/(expenditure) 33,398 (15,780)

This page does not form part of the statutory financial statements

Page 10