Ferring Retirement Club (Registered Charity No. 1040624) Trustees’ Annual Report (TAR) for the year ended 30 September 2025
Charity address:
201 Greystoke Road, Ferring, West Sussex BN12 5JL
Trustees
The Trustees listed below served in the financial year 2024/25 Susan Pratt (Chair) Bernadette Griffin (Secretary) Betty McCann (Treasurer) Roger Abbott Jeannette O’Sullivan Lynda Gould Jan Garland (appointed 20/11/24) Heather Hones (appointed 20/11/24) Anne Lambert (appointed 20/11/24) Valerie Simpson (retired 20/11/24) Yvonne Linzey (retired 20/11/24) Ann Smith (retired 20/11/24)
Structure and management
The Charity is an unincorporated association. The Charity has, during the financial year 2024/25 worked alongside a newly created charitable incorporated organisation (Ferring Retirement Club CIO Charity No. 1212151 (FRC CIO)) with a view to transferring all day to day operations, assets and liabilities to FRC CIO. A formal Transfer Agreement was signed by the Charity and FRC CIO on 16 September 2025, since which date the new FRC CIO has been fully operational. Accordingly, it is anticipated that the Charity will be dissolved during the financial year 2025/26.
The current Trustees sit on the boards of both the Charity and the new FRC CIO and all participate fully in decision-making. The Trustees have been appointed from the membership and understand their remit, specifically the duties and responsibilities of being a charity trustee. Trustees’ meetings are held every two months.
Membership
The Charity’s closing membership at the end of September 2025 stood at 270 members. With effect from 1 October 2025, the Charity’s members were invited to join the new FRC CIO and their membership of the Charity ceased. Since the year end, the Trustees remain as the members of the Charity to enable final decisions and resolutions to be passed in furtherance of the anticipated dissolution.
Activities, objectives and performance
During the financial year 2024/25, the Charity continued to offer a range of activities to its members, including social coffee mornings, art, bridge, dance fit, seated exercises, poetry, rummikub, table tennis, choir and short mat bowls. Attendance at all such activities was good (with some sessions having to run waiting lists) and the Trustees actively considered ways in which the Charity could
improve on and add to the services it offered. Saturday afternoon warm space sessions were offered during the winter months; replaced by chat and games sessions in the Summer. Additional table tennis and bridge sessions, together with a new meditation session were added to the weekly timetable during the year.
The Charity also continued to hold ticketed social events and choir concerts during the year, all of which sold out, thus further demonstrating the very healthy member interest in the Charity’s activities. All activities will continue under the operation of the new FRC CIO.
Communication with members was achieved in a number of ways, including via the Charity’s Facebook page and website, both of which were updated regularly. In addition, a monthly FRC Flyer was introduced. This was emailed to members (with hard copies also available in the Charity’s premises) providing information about the Charity’s activities and events, together with progress updates in respect of the transfer of operations to the new FRC CIO.
Public benefit
The Objects of the Charity are “the relief of the elderly in any manner now or hereafter deemed Charitable within Ferring and the surrounding area”. During the year, the Charity continued to provide activities for its members, as described above, and kept activity charges and the annual membership fee at the same level as in previous years. Some activities were subsidised, where the costs of running the activity exceeded the fee receipts.
In addition, in line with its Objects and in recognition of the Charity Commission’s public benefit requirement, introduced by the Charities Act 2006, whereby charities are required to demonstrate an identifiable benefit enjoyed by the public at large, the Charity’s Finance Policy includes the following provision:
“With effect from July 2024, the Trustees have agreed to consider using part of the Charity’s reserves by way of donations to other appropriate Ferring charities, whose aims and objects are closely aligned with those of the Charity. This decision specifically recognises that the Charity holds a very significant sum in reserves and that, whilst continuing to maintain a suitable reserves level, FRC will review how it might use unspent funds in line with its charitable aims, including supporting other Ferring charities with aligned purposes.”
Finance
The accounts for the year ended 30 September 2025 were prepared by the Charity’s Treasurer and checked by an Independent Examiner. The financial health of the Charity remains good. In furtherance of the transfer of assets and liabilities to the new FRC CIO, and in accordance with the provisions of the formal Transfer Agreement dated 16 September 2025, the accounts show that sums totalling £270,050 were transferred from the Charity to the new FRC CIO before the financial year-end. The balance of £85,554 (less any liabilities falling due after the year-end) will be transferred to the new FRC CIO after the year-end.
The Charity does not hold any funds as a custodian trustee.
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FERRING RETIREMENT CLUB (CIO)
BALANCE SHEET FOR THE YEAR ENDED 30TH SEPTEMBER 2025
| Debtor (Old FRC) Cash at Bank and in Hand Total Assets General Funds Total funds |
£ 85554 270050 |
|---|---|
| 355604 | |
| 355604 | |
| 355604 |
I have prepared this Balance sheet as at 30th September, 2025, from the statements, receipts and payments, from the books, vouchers and explanations given to me and in my opinion they represent the true financial position of the Ferring Retirement Club (CIO) as at 30th September, 2025
INDEPENDENT EXAMINER
JANE CRATHERN