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2026-01-31-accounts

BRIDGENESS & CARRIDEN MINERS' CHARITABLE SOCIETY

REPORT OF THE TRUSTEES AND ACCOUNTS FOR THE YEAR ENDED 31 JANUARY 2026

Acumenica Group Accountants & Advisers First Floor 4 Earls Court GRANGEMOUTH FK3 8ZE

BRIDGENESS & CARRIDEN MINERS' CHARITABLE SOCIETY

ACCOUNTS FOR THE YEAR ENDED 31 JANUARY 2026

CONTENTS OF THE ACCOUNTS

Page
Report of the Trustees 1
Statement of Financial Activities 2
Balance Sheet 4
Notes 5

BRIDGENESS & CARRIDEN MINERS' CHARITABLE SOCIETY

REPORT OF THE TRUSTEES

FOR THE YEAR ENDED 31 JANUARY 2026

The trustees present their report with the financial statements of the charity for the year ended 31 January 2026. The trustees have adopted the provisions of the Statement of Recemmended Practice (SORP) "Accounting and Reporting by Charities" issued in March 2016.

Registered charity number SC005677

Principal Address Harbour Road Bo'ness EH51 9LA Trustees Mr J Williamson Mrs A Allen Mr M Goodwin Mr G Harper

Independent examiner Acumenica Group First Floor Earls Court Grangemouth FK3 8ZE

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

Trustees are appointed by a management committee and society membership at the Annual General Meeting.

Policies and procedures are in place for the informative training of all trustees as and when required.

A meeting is convened on a monthy basis whereby administrative and charitable decisions are discussed and passed at committee level.

They undertake the duty to also ensure that proper safety rules are adhered to within the premises and grounds.

Risk management

The trustees have a duty to identify and review the risks to which the charity is exposed and to ensure appropriate controls are in place to provide reasonable assurance against fraud and error.

OBJECTIVES AND ACTIVITIES Objective and aims

The objectives of the charity are to provide facilities for such forms of recreation and other leisure-time occupation as are conducive to the improvement of the living of the inhabitants of the neighbourhood thereof within the society's sphere of operations as defined from time to time and in particular (but not exclusively) such of the inhabitants as are members of the mining community provided that nothing herein contained shall authorise the applications of the property to purposes which are not in law charitable.

BRIDGENESS & CARRIDEN MINERS' CHARITABLE SOCIETY

REPORT OF THE TRUSTEES

FOR THE YEAR ENDED 31 JANUARY 2026

(continued)

The significant activities undertaken are to maintain the facilities to provide recreational and fundraising events to be held in a safe and clean environment.

The objectives for the coming year are in line with the above and also to continue to let out the property for a number of charitable events within the community by providing the lease of the premises to other charitable groups where no fee is charged for such use. The value of this provision is estimated at £3,960 for the year.

ACHIEVEMENT AND PERFORMANCE

The society continues to achieve its objectives and assess achievement on the membership of the bowling and social club and continued use of the premises for other fundraising events.

FINANCIAL REVIEW

Reserves policy

The society continues to operate in a period of economic uncertainty. However, due the financial stewardship of the the committee, a small surplus was returned. Procedures are in place, and are being continually monitored to ensure that costs are kept to a minimum and that income can cover these costs.

FUTURE DEVELOPMENTS

The society plans to continue to provide a suitable venue for the community where they can use the premises and grounds for a variety of recreational and fundraising activities.

Fundraising events have been planned to assist with the cost of maintenance of the premises and grounds.

Bookings for the year ahead have been received from various other charitable and fundraising groups.

Approved by order of the board of trustees on ______ and signed on its behalf by:

________ Trustee

BRIDGENESS & CARRIDEN MINERS' CHARITABLE SOCIETY

STATEMENT OF FINANCIAL ACTIVITIES

FOR THE YEAR ENDED 31 JANUARY 2026

Notes
INCOMING RESOURCES
Incoming resources from generated funds
Voluntary income
2
Investment income
3
Total Incoming Resources
RESOURCES EXPENDED
Cost of generating funds
Voluntary costs
2
Investment management costs
4
NET RESOURCES
Total funds brought forward
TOTAL FUNDS CARRIED FORWARD
Unrestricted
fund
£
(
- )
(
- )
Restricted
fund
£
(
- )
(
16,000)
2026
Total
Funds
£
(
- )
(
16,000)
2025
Total
Funds
£
(
- )
(
16,000)
(
- )
(
- )
(
- )
(
- )
(
- )
(
16,000)
(
- )
(
16,116)
(
16,116)
(
(116)
(
155,604)
(
16,000)
(
- )
(
16,116)
(
16,116)
(
(116)
(
155,604)
(
16,000)
(
- )
(
16,289)
(
13,724)
(
(289)
(
155,893)
(
- )
(
155,488)
(
155,488)
(
155,604)

BRIDGENESS & CARRIDEN MINERS' CHARITABLE SOCIETY

BALANCE SHEET

AS AT 31 JANUARY 2026

FIXED ASSETS
Tangible assets
CURRENT ASSETS
Bank current account
CURRENT LIABILITIES
Amounts falling due within one year
NET CURRENT ASSETS
NET ASSETS
Represented by:
REVENUE ACCOUNT
Unrestricted funds
Prior year adjustment
Restricted funds
2026
£
(
151,235)
2025
£
(
151,235)
(
31,026)
(
31,026)
(
26,773)
(
26,773)
(
4,253)
(
155,488)
(
- )
(
155,488)
(
155,488)
(
30,567)
(
30,567)
(
31,636)
(
31,636)
(
(1,069)
(
150,166)
(
- )
(
(5,438)
(
155,604)
(
150,166)

BRIDGENESS & CARRIDEN MINERS' CHARITABLE SOCIETY

NOTES TO THE ACCOUNTS

FOR THE YEAR ENDED 31 JANUARY 2026

1. Accounting Policies

Accounting convention

The financial statements have been prepared under the historical cost convention, and in accordance with the Financial Reporting Standard for Smaller Entities (effective April 2008), the Charities and Trustee Investment (Scotland) Act 2005 and the requirements of the Statement of Recommended Practice, Accounting and Reporting by Charities.

Incoming resources

All incoming resources are included on the Statement of Financial Activities when the charity is legally entitled to the income and the amount can be quantified with reasonable accuracy.

Resources expended

Expenditure is accounted for on an accruals basis and has been classified under headings that aggregate all cost related to the category.

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 objectives of the charity. Such restrictions arise when specified by the donor or when funds are raised for particular restiricted purposes.

2. Voluntary income

During the year, in accordance with its charitable objectives, the charity provided free use of the hall to Bo'ness fair and other local charities. The value of these hall lets have been calculated at £1,150 over the year and is recognised in the accounts as both income and cost and therefore there is no financial impact on the accounts.

3. Investment income

Ground rent receivable
4. Investment management costs
2026
£
(
16,000)
2026
£
2025
£
(
16,000)
2025
£
Upkeep of grounds and building ( 7,099) ( 7,878)
Water charges ( 1,100) ( 1,036)
Heat and light ( 5,798) ( 5,282)
Insurance ( 1,119) ( 1,093)
Administration expenses ( 1,000) ( 1,000)
( 16,116) ( 16,289)

BRIDGENESS & CARRIDEN MINERS' CHARITABLE SOCIETY

NOTES TO THE ACCOUNTS

FOR THE YEAR ENDED 31 JANUARY 2026

5. Trustees' remuneration, benefits and expenses

There were no trustees remuneration, benefits or expenses paid for the year ended 31st January 2026 nor for the year ended 31st January 2025.

6. Tangible Fixed Assets

Freehold
Property
Cost
At 1 February 2025 and 31 January 2026 ( 151,235)
Net Book Value
At 31 January 2026 ( 151,235)
At 31 January 2025 ( 151,235)
6. Creditors: amounts falling due within one year
2026 2025
£ £
Other creditors - payable to Club Account ( 26,773) ( 31,636)