## **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)|