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2026-03-31-accounts

SUDLEY AREA RESIDENTS’ ASSOCIATION

ANNUAL REPORT

For the period ending: 31st March 2026

S.A.R.A. Hall Rundle Road Aigburth Liverpool L17 0AQ

www.sudley.org.uk

Registered Charity No. 1190529

KEY INFORMATION

Charity Name Sudley Area Residents’ AssociaQon (SARA)

Registered Address S.A.R.A. Hall, Rundle Road, Aigburth Liverpool L17 0AQ

Legal Status A Charitable Incorporated OrganisaQon, Registered Charity No. 1190529

Trustees:

ResignaQons during the year:

(resigned: 3rd May 2026)

SARA Register of Members

369 (+9) full members

permanent residents of the Sudley Area aged 18 years and over and these shall all have voting rights

257 (+10) non-voting members

well-wishers anywhere

1 (-) co-opted members

persons who, in the opinion of the Trustees, have special knowledge or experience to offer the Charity. Such members shall be called co-opted members and shall have the right to vote at meetings of the Charity

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The past year has been another very busy and successful one for SARA with continued investment in our building, strong community involvement, and a growing programme of activities.

A major focus has been improving and maintaining the hall, with significant repair and refurbishment works carried out both internally and externally. These improvements, together with the ongoing efforts of our volunteers and gardening team, have helped ensure the hall remains a welcoming, attractive and well-used community space.

We were extremely grateful to receive a generous donation of £5,000 from a local resident who wished to remain anonymous. Following last year’s AGM, they kindly chose to support the ongoing repair and maintenance of the building, and this contribution has been a valuable help during a year of significant investment.

Community activity has continued to go from strength to strength, with a wide range of groups using the hall, alongside successful day trips, cinema evenings, quiz nights and other social events bringing people together throughout the year.

Despite the challenges of maintaining an old building, SARA Hall continues to thrive. Thanks to the dedication of our volunteers, the support of our users and the wider community, we remain a busy, welcoming and valued hub for local people.

colkq=bibs^qflk=obpqlo^qflk=tloh=Eq^hb=O>F Following our reports last year regarding repairs to the sandstone at the front of the building, we regrettably had to undertake further remedial works this year using a different specialist contractor. Significant sections of the repair material applied during the previous works had deteriorated prematurely, becoming friable and detaching from the building. As a priority, a new contractor was appointed to make the affected areas safe. The works included inspection of all apex coping stones, removal of loose and defective repair material, preparation of damaged areas, and reinstatement using a specialist masonry repair mortar matched as closely as possible to the existing stonework profiles. Associated repointing was also carried out where required. The repairs were completed using appropriate materials and techniques to ensure a durable and sympathetic restoration.

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We sought specialist advice on restoring the existing windows. Unfortunately, the window above the bookcase having been damaged many years ago and boarded up for security measures was considered beyond repair. Surprisingly many visitors to the hall only noticed there was a window there once it was replaced! The three large windows on the opposite side had also been heavily altered through the installation of fibreglass panels and metal security cages. Given their condition and the extent of the alterations, it was agreed that replacement with modern, energy-efficient windows was the most appropriate course of action. The replacement windows are now fully operational and can easily be opened for ventilation. They also allow substantially more natural light into the room, significantly improving both its appearance and usability.

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Remedial works were carried out to dampaffected walls in the main hall and storage room. This included the removal of damaged plaster, installation of a damp-proof membrane, and re-plastering of the affected areas. The works were completed to prevent further moisture damage and restore the walls to a good condition.

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To improve accessibility and independent access to the building, a heavy-duty coded handle was installed on the accessible side entrance.

Funding from Liverpool City Council’s Local Neighbourhood Fund, supported by former Councillor Dave Antrobus, enabled the upgrade to be completed.

Prior to the installation, session leaders and keyholders were required to use the front entrance, which includes several steps and could present difficulties for some users.

The new coded handle has provided authorised users with secure, barrier-free access through the accessible entrance, making the building more inclusive, convenient, and welcoming for volunteers, activity leaders, and community members.

Total Received £234.00

The SARA Garden Project continues to go from strength to strength, adding colour and a warm welcome to the hall throughout the year.

Generously supported financially by a SARA member, the project enables the purchase of plants and materials, while a small group of trustees manage the planters, source new plants and keep the displays looking their best.

The results speak for themselves, with the blooms looking amazing and creating a beautiful entrance that everyone can enjoy. This project is a wonderful example of how community support and volunteer dedication can make such a positive difference.

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We’re pleased to report that our programme has continued to grow. During the period, 33 groups used the hall for a total of 1,392 hours—an increase of 57 hours on last year.

Despite the regular changes that naturally occur within our programme, we have not only maintained our level of activity but increased it. While we said farewell to Pre-school Yoga, Jo Jingles, Crafty Art Club, and Funzo's Phonics, we also welcomed new sessions including Salsacise Gold and South Liverpool Physio. It is encouraging to see the hall continuing to support a diverse range of activities and attracting strong community use throughout the year.

dolrmpI=`i^ppbp=^ka=pbppflkp=^q=p^o^=e^ii GROUPS FOR CHILDREN

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Tuesday Pre-School Yoga
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Hatha Yoga
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Menopause Yoga [TM]
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There are currently two adult education classes at SARA

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We have many other weekly, monthly and ad-hoc groups running at SARA Hall including the following:-

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Tuesday Tea Dance
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Nicola Parker Pilates

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Monthly/ad-hoc groups, surgeries, support groups and local area events include:

In-person antenatal NCT courses are now running at SARA Hall

SARA book club met 11 times over the year to discuss the latest title. New members are welcome to attend. POLLING STATION

AIGBURTH WARD COUNCILLOR’S SURGERY Aigburth Ward Councillors held 10 advice surgeries over the year.

Community Support Officers held 6 Police surgeries at SARA Hall during the year.

a^v=qofmp A total of 396 people took part in our popular day trips this year, visiting destinations such as Halifax (with an optional visit to Shibden Hall), Tweedmill and Conwy, Garstang Market and Lytham St Annes, Oswestry Market and Llangollen, Llandudno, York, Bury, and Boundary Outlet Colne. It has been an outstanding year, with most trips selling out on booking day. Demand was exceptionally high and at one point we had a waiting list of 18 people.

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Our free community cinema evenings continue to be our most popular social events, providing not only entertainment but also a valuable opportunity for people to meet, socialise and enjoy refreshments together during the interval. Between April 2025 and March 2026, a total of 356 people attended nine film screenings. During the year, we replaced some of our audio equipment following the mechanical failure of our amplifier, which had provided reliable service since 2016.

We hosted two successful quiz nights in May and October 2025, with a total of 78 people taking part. The evenings were packed with fun and varied rounds, including music, picture and logo quizzes, as well as some Liverpoolthemed questions. There were plenty of prizes on offer throughout the events and even a special prize for the team finishing in last place, ensuring lots of laughter and enjoyment for everyone involved.

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FINANCIAL SUMMARY

During the year, income increased by £4,829, reaching £37,915, while expenditure rose by £5,150 to £32,369. We continued to operate the hall at full capacity, as we did last year.

The increase in income was largely due to a generous donation from a local member of the community who, after attending our AGM last year, chose to support our ongoing building costs.

Expenditure was higher than the previous year, primarily because capital spending on the building rose from £6,032 to £12,795. This reflected significant works, including floor restoration noted last year, replastering and tanking of large sections of the walls, and a repeat of major works on the front elevation, this time carried out by a specialist stonemason. Additionally, four new windows were installed. Focusing solely on income and expenditure related to SARA Hall as a building, the year resulted in a loss of £3,413.94. However, the overall accounts show a surplus of £5,545.87.

- FINANCIAL STATEMENTS INCOME & EXPENDITURE ACCOUNT (PAGE 1)

INCOME INCOME 2025-26 (£) 2024-25 (£)
Donations, legacies and grants
Charles Brotherton Trust 275.00 275.00
Local Neighbourhood Fund 234.00 1605.20
Gardening Project (Note 3) 1,600.00 500.00
Other 5,820.00 1,084.00
Operating activities to further charity’s objectives
Weekday classes held at SARA Hall (Note 1) 19,205.35 19,336.70
Weekend sessions held at SARA Hall (Note 1) 1,816.00 3,181.00
Defibrillator Fund (Note 3) - -
Operating activities to generate funds
Day trips 7,348.00 5,622.00
Other fundraising activities 1,052.76 778.46
Bank Interest 564.17 704.01
Total Income 37,915.28 33,086.37

- FINANCIAL STATEMENTS INCOME & EXPENDITURE ACCOUNT (PAGE 2)

EXPENDITURE EXPENDITURE 2025-26 (£) 2024-25 (£)
Payments for generating funds
Day trips 4,726.00 4,660.70
Charitable activities
Newsletter 422.30 204.00
Fundraising costs 676.53 386.69
Defibrillator fund (Note 3) - -
Charitable donations and grants
Local Neighbourhood Fund Expenditure 234.00 1,605.20
Gardening Project Expenditure (Note 3) 533.50 177.02
Other 184.00 506.00
SARA Hall repairs, renewals and maintenance (Note 1) 12,795.25 6,032.79
SARA Hall running costs (Note 1) 11,640.04 12,250.55
SARA Administration (Note 2) 1,157.79 1,396.52
Total Expenditure 32,369.41 27,219.47

- FINANCIAL STATEMENTS INCOME & EXPENDITURE ACCOUNT (PAGE 3)

2025-26 (£) 2024-25 (£)
Total income 37,915.28 33,086.37
Total expenditure 32,369.41 27,219.47
Net income /(expenditure)for the year 5,545.87 5,866.90
Cash funds as at last year end 47,196.36 41,329.46
Cash funds at this year end 52,742.23 47,196.36

Accounts are produced on a receipts and payments basis

- FINANCIAL STATEMENTS BALANCE SHEET

Balance Sheet as at 31st March Balance Sheet as at 31st March 2026 (£) 2025 (£)
Cash in hand - -
Current account 7,035.29 6,196.36
Reserve account 45,706.94 41,000.00
Total 52,742.23 47,196.36

RESERVES POLICY

The Trustees have determined that the charity should aim to hold a cash reserve of no less than £30,000 so that the charity can continue should income and/or expenditure vary unexpectedly. The Trustees also agree to hold further reserves for ongoing planned projects and anticipated future maintenance.

Note 1. SARA Hall Net Income

INCOME INCOME 2025-26 (£) 2024-25 (£)
Weekday Sessions 19.205.35 19,336.70
Weekend Sessions 1,816.00 3,181.00
Total Income 21,021.35 22,517.70
EXPENDITURE
SARA Hall repairs, renewals and maintenance 12,795.25 6,032.79
Lighting and Heating 1,937.77 1,709.42
Rent and Council Tax 3.042.02 2,942.02
Water Charges 462.18 362.06
Insurances 875.84 1,784.63
Caretaking 4,680.00 4,770.00
Sundries 256.84 303.70
Telephone and Broadband 385.39 378.72
Total Expenditure 24,435.29 18,283.34
Net Income /(Expenditure) 3,413.94 4,234.36

Note 2. SARA Administration

EXPENDITURE EXPENDITURE 2025-26(£) 2024-25 (£)
Website Hosting 271.19 230.40
Email Server 189.10 133.24
Stationery 163.33 408.48
Bank Charges 25.40 60.40
Miscellaneous 396.05 -
Cloud based storage 54.72 -
Legal Fees - Lease Renewal 58.00 564.00
Total Expenditure 1,157.79 1,396.52

Note 3. Gardening Project and The Defibrillator Fund

The gardening project has been funded by a member of SARA. A number of top-up donations have been made in the year to give us a good working balance for maintaining the garden area.

2025-26 2024-25
Gardening Project Income 1,600.00 500.00
GardeningProject Expenditure 533.50 177.02
Remaining Balance 1,389.48 322.98

The defibrillator was installed in 2022 at SARA. We have a fund which is ringfenced exclusively for costs associated with consumables for the device. Each time the machine is used, replacement pads are required and approximately . every five years, the battery will need replacing. BALANCE (£) Defibrillator Fund (for defibrillator consumables only) 521.01 Remaining Balance 521.01

SUDLEY AREA RESIDENTS. SSOCIATIO￿l* A charitoblc incvrponTted vrxani5Qtioii, rcgi5tered chority iw. 119ts539 CER TIFICATE OF HONORARY MEMBERSHIP The Trustees ofs.A.R.A. do hereby proudly present thls hi)n()rary inembership to HONORARY MEMBERSHIP MRS BRENDA BROWN in recognlti(pn of her long servlce coinlnl tineii t to SudleF Area ResldeNts' Assoclatlo ytSIOEIITs' 11 Chadtyt4Q 36tlr liine 2026

BECOME A S￿RA MEMBEpi ESIDENfs, SUPPORT YOUR COMMUNITY MAKE A POSITIVE DIFFERENCE TOGETHER WE CAN MAKE UUK AKEA t5EI I ER JOIN TODAY!

OUR YEAR IN NUMBERS

MAKING A DIFFERENCE IN OUR COMMUNITY

OUR MEMBERSHIP

369 FULL MEMBERS

? 33 396 356 78 GROUPS PEOPLE PEOPLE PEOPLE used the aWended aWended community went on 9 Films centre over 2 Quiz 8 Coach Trips at our community 1,392 hours cinema Nights

257 NON-VOTING MEMBERS

1 CO-OPTED MEMBER

OUR FINANCES MAKING A DIFFERENCE IN OUR COMMUNITYCosts specifically OVERALL INCOME EXPENDITURE related to SARA Hall the organisaQon increased by increased by made an expected made a surplus of £4,829 £5,150 Loss of £5,545.87 £3,413.94

THANK YOU TO ALL OUR MEMBERS & SUPPORTERS

Independent examinerfs report on the accounts Section A Independent Examlnerfs Report Report to the trustees SUDLEY AREA RESIDENTS, ASSOCIATION On accounts for the year ended 31"March 2026 Charity no (if any) 1190529 Set out on pages I rerM)rt to the trustees on my exarnination of the ac£ounts of the above charity (kne Trusf) for the year ended Rosponslbllities and basis of report As the charivs trustees, you are rasponsible for the preparation of the accounts in accordan￿ wtth the requirements of the Charities Act 2011 (Ihe Acr). I report in respect of my examination of the Trusfs accL)unts carried out under section 145 of the 2011 Act and in carrying out my examination, I have followed all the applicable Directions given by the Charity Commission under section 145{5)Ibl of the Act. Independent trhe charity's gross income ex￿eded £250,000 and l am qualified to examinerfs statement undertake the examination by being a qualified member of [insert name of applicable listed body]]. Delete I l rfnot applicable. I have completed my examination. l o)nfimi that no material matters have ome to my attention in connection with the examination (other than that disclosed below ') which gives me cause to believe that in, any material respect: the ac(x)unting records were not kept in accordance with section 130 of the Charities Act- or the accounts did not accord with the accounting records: or the accounts did not comply with the applicable requirements conceming the form and content of accounts sel oul 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 concems 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. Please delete the words in the brackets if they do not apply. Signed: Date". A6 Name: Relevant professional qualification(s) or body IER Oct 2018

(if any): Address: Ai4 &1£17J Section B Disclosure Only ￿mPlete rf the examiner needs to highlight material matters of concem (see CC32, Independent examination of charity accounts.. directs'ons and guidance for examiners). Give here brief detalls of any items that the examiner wishes to dlsclose. IER Oct 2018