THE LEARNING ROOMS SOUTHPORT

Registered charity 1181010 · accounts filings on the Charity Commission register

WE PROVIDE A REALISTIC WORKING ENVIRONMENT FOR INDIVIDUALS WITH ADDITIONAL NEEDS AND HAVE ASSISTED THEM TO GAIN LIFE AND WORK SKILLS AND PROMOTED INDEPENDENCE, THROUGH DELIVERING LIFE AND WORK SKILLS AND GIVING THE PEOPLE ATTENDING A PLACE IN SOCIETY, BY PROMOTING INDEPENDENCE AND INCLUSIVITY, ADDRESSING EQUALITY AND DIVERSITY AND BREAKING DOWN STEREOTYPICAL ATTITUDES.

Objects

TO PROMOTE SOCIAL INCLUSION FOR THE PUBLIC BENEFIT BY PREVENTING PEOPLE FROM BECOMING SOCIALLY EXCLUDED, RELIEVING THE NEEDS OF THOSE PEOPLE WHO ARE SOCIALLY EXCLUDED AND ASSISTING THEM TO INTEGRATE INTO SOCIETY. FOR THE PURPOSE OF THIS CLAUSE 'SOCIALLY EXCLUDED' MEANS BEING EXCLUDED FROM SOCIETY, OR PART OF SOCIETY, AS A RESULT OF BEING A MEMBER OF A SOCIALLY AND ECONOMICALLY DEPRIVED COMMUNITY.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Disability · Get email alerts

Latest income

£785k

Latest spending

£709k

Registered

2018

Accounts read

FY2025

Financial health, per its FY2025 accounts

The accounts state that the charity generated a net income surplus of £75,608 for the year, with total funds carried forward reaching £123,995. The trustees report that income covered costs by this margin, adding to accumulated funds, and express confidence that current reserves are sufficient to continue activities even if funding drops significantly.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Largest income source: Service user payments (84% of income)

“Our principal funding sources continued to be payments from our service users. These came in the form of Direct Debit Payments, Personal Allowances and Council Contracts. In this financial year this generated £657,988” — page 5

Per its FY2025 accounts as filed with the Charity Commission.

Reserves position: below the charity's own stated reserves policy (held: £120k; policy: meet working capital requirements)

“Although the strategy is to continue to build reserves through planned operating surpluses, the Management Committee is well aware that it is unlikely that the target range can be reached for at least three years.” — page 5

Per its FY2025 accounts as filed with the Charity Commission.

Related-party transaction: 18

“The Charity is related to The Learning Rooms CIC and to Willow House Care Limited through the trustee Mrs R L Wareing being a director and key management of both organisations. During the year ended 31 May 2025, the Charity provided finance of £10,337 to The Learning Rooms CIC. As at that date, £16,262 (2024 - £5,925) was due from the CIC. These balances have been disclosed within 'Other Debtors' in the notes to the financial statements.” — page 22

Per its FY2025 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit). Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures
Volunteer management

Structured financials (annual return, FY ending 31/05/2025)

Total income

£785k

Total spending

£709k

Cost of raising funds

£37k

Reserves (reported)

£120k

Employees

Reported reserves equal ~2.0 months of spending — in the bottom quarter for charities its size (median 5.2 months; benchmarks).

Per its annual return, largest income source: Charitable activities (84% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 4.7% of total income — below the median for charities its size (4.9%) (benchmarks).

Trustees · trustee networks

DAVID LONSDALEchair
Hayley Whitebrook
Ms Joyce Hunt
RUTH BEARDSWORTH MRS
STUART BEARDSWORTH
frederick middleton

Trustee list from the Charity Commission register (current, not historical).

Operates in: Lancashire · Liverpool City · Sefton

Income and spending

Financial year end	Income	Spending
31/05/2025	£785k	£709k
31/05/2024	£554k	£553k
31/05/2023	£497k	£531k
31/05/2022	£487k	£504k
31/05/2021	£404k	£387k

Common questions

Is THE LEARNING ROOMS SOUTHPORT financially healthy?

Per its FY2025 accounts: The accounts state that the charity generated a net income surplus of £75,608 for the year, with total funds carried forward reaching £123,995. The trustees report that income covered costs by this margin, adding to accumulated funds, and express confidence that current reserves are sufficient to continue activities even if funding drops significantly. Its FY2025 accounts were independently examined.

Government & lottery funding

Grants to this charity published as open data by government and lottery funders (360Giving).

Funder	Date	Amount	Purpose
The National Lottery Community Fund	22/07/2022	£1k	Funding for laptops

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Funder	Similar charities funded	Amount to them
THE LINBURY TRUST	1	£185k
THE JORON CHARITABLE TRUST	1	£40k
THE PETER MINET TRUST	1	£35k
LANDAID CHARITABLE TRUST LIMITED	1	£31k
THE GEOFFREY AND PAULINE MARTIN TRUST	1	£25k
JOHN LYON'S CHARITY	1	£5k
THE MASON BIBBY 1981 TRUST	1	£2k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with INDIVIDUAL CARE SERVICES.

INDIVIDUAL CARE SERVICES income £7.0m
RUTLAND HOUSE COMMUNITY TRUST LIMITED income £1.5m
Learning Disability Network London Limited income £22.7m
LOCAL SOLUTIONS income £14.6m
REAL CARE LTD income £1.8m
STEPPING STONES LEARNING AND LEISURE income £80k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
THE LEARNING ROOMS SOUTHPORT	£785k	—	0	below	—	no doubt
INDIVIDUAL CARE SERVICES FY2025	£7.0m	—	—	unclear	—	no doubt
RUTLAND HOUSE COMMUNITY TRUST LIMITED FY2025	£1.5m	—	0	unclear	—	no doubt
Learning Disability Network London Limited FY2025	£22.7m	—	—	unclear	—	no doubt
LOCAL SOLUTIONS FY2025	£14.6m	—	3	above	—	no doubt
REAL CARE LTD FY2025	£1.8m	—	—	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.