Finance Score: -5

Governance Score: -1

Support Score: 6

Multiple Deficits and declines: -5
No PartB

Only 3 Trustees: -2
Narrow trustee age band: -2
Gender balanced board: +3

Grant maker support: +6

Overall GiG Score: 0

SURF ACTION

Surf Action helps promote and protect the physical and psychological wellbeing of serving and former serving members of the armed forces of the crown and their families who are suffering physical or psychological difficulties as a result of their service and to assist them in making the transition to civilian life. Surfing, peer group activities, signposting and emotional support are provided.

Analysis by Giving is Great

Positives:

Spending has increased over the last 3 years relative to the previous period
A significant proportion of recent income was derived from major grant makers

Regulatory & Governance issues to consider:

There are only 3 trustees
The Board has little diversity in terms of age

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff	Volun- teers
31/10/22		£71	£108	£-37	n/a	n/a	n/a	n/a	n/a	8
31/10/21		£240	£87	£153	n/a	n/a	n/a	n/a	n/a	8
31/10/20		£63	£71	£-8	n/a	n/a	n/a	n/a	n/a	35
31/10/19		£27	£52	£-25	n/a	n/a	n/a	n/a	n/a	20
31/10/18		£80	£72	£8	£0	£0	£0	n/a	0	15
31/10/17		£118	£80	£38	£0	£0	£0	n/a	0	0
31/10/16		£101	£64	£37	£0	£0	£0	n/a	0	0
31/10/15		£101	£64	£37	£0	£0	£0	n/a	0	0
31/10/14		£206	£133	£73	£0	£0	£0	n/a	0	0
31/10/13	*	£141	£180	£-39	£0	£0	£0	n/a	0	0
31/10/12		£77	£92	£-15	£0	£0	£0	n/a	0	0
25/10/11	*	£71	£5	£66	£0	£0	£0	n/a	0	0

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Highest pay bracket: less than £60,000

Established: 13 years

www.surfaction.co.uk

info@surfaction.co.uk

07584286933

Charity Commission for England and Wales

Tweets

Listed activities

Amateur Sport
Disability
Education/Training
The Advancement Of Health Or Saving Of Lives

GiG Classification

Services for people with disabilities

How it operates

Provides advocacy/advice/information
Provides services

Where it operates

Throughout England And Wales,

Who it helps

Other Defined Groups
People With Disabilities

Who supports them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Major supporters in last 5 years

National Lottery Community Fund	£245,700
Ministry of Defence	£110,000
Armed Forces Covenant Fund Trust	£30,000

Specific Donations

Amount	When Months	To be used for
Ministry of Defence - Covenant Fund
£25,000	03/09/2021	For existing charitable projects to help charities to sustain activities and services that people from Armed Forces communities use and value.
National Lottery Community Fund - Changing Minds
£245,700	21/04/2021	The funding will be used for a 5-year ocean therapy project focusing on the health and wellbeing of people aged between 7 and 65 who are living with medical mental health and emotional/behavioural ....more The funding will be used for a 5-year ocean therapy project focusing on the health and wellbeing of people aged between 7 and 65 who are living with medical mental health and emotional/behavioural difficulties.
Ministry of Defence - £10M Veterans' Mental Health and Wellbeing Fund
£35,000	12/02/2021	The Positive Pathways programme funded projects that develop and run activities supporting the mental health and wellbeing of ex-Forces.
Ministry of Defence - Covenant Fund
£20,000	13/11/2020	For community projects that reduce isolation and promote integration
Armed Forces Covenant Fund Trust - COVID IMPACT FUND
£30,000	25/06/2020	Funding allowed the group to deal with the significant increase in requests for physical, psychological and relationship advice they have received from new, past and present service users.
Ministry of Defence - Covid-19 Impact Fund
£30,000	15/06/2020	To maintain services and activities where organisations' finances had been impacted by Covid
National Lottery Community Fund - SURF ACTION 'CENTRE OF EXCELLENCE'
£363,169	11/02/2013 74	This expanding project aims to improve the well-being of combat veterans suffering from Post Traumatic Stress Disorder (PTSD) and their families, through the benefits of surfing and beach activities, ....more This expanding project aims to improve the well-being of combat veterans suffering from Post Traumatic Stress Disorder (PTSD) and their families, through the benefits of surfing and beach activities, creative arts, employment training and holistic therapy in Cornwall and Devon. It will address issues such as isolation, disassociation from society, unemployment, family breakdown and adjustment disorders. The project will run surfing and beach activities which will boost self-esteem and increase engagement.

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Data sourced from Donors via 360 Giving

How is it governed?

Trustees (3)

Current Trustees appointed

Gender Split

Age Range of Trustees: 65-73

ALAN ROWE Appointed: 2021, Occupation: Retired

DOUGLAS BELL (Chair) Appointed: 2014, Occupation: Self Employed

DEBORAH HARRISON Appointed: 2015, Occupation: Retired

Legal constitution

Charitable company registered in England & Wales on 02/02/2011, number: 1140191
Registered at Companies House on 27/10/2010, number: 07421247

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
Conflicting interests
Paying staff
Risk management
Safeguarding vulnerable beneficiaries
Volunteer management

Filing Record

12 returns made; AR13: 3 days late, AR11: 27 days late,

Main office

61 Green Lane
REDRUTH
Cornwall
TR15 1LS

Objectives

1. TO PROMOTE AND PROTECT THE PHYSICAL AND MENTAL HEALTH, WELLBEING AND WELFARE OF : I. THOSE INDIVIDUALS WHO HAVE BEEN INJURED OR SUFFERED ILLNESS WHILST SERVING IN THE ARMED FORCES OF THE CROWN, RESERVE FORCES AND THE CIVILIAN EMERGENCY SERVICES; AND II. THEIR DEPENDANTS AND CARERS; III. THOSE CIVILIANS WHICH THE TRUSTEES MAY FROM TIME TO TIME DEEM TO WARRANT SUPPORT. BY ANY LAWFUL CHARITABLE PURPOSE, IN PARTICULAR, BUT NOT EXCLUSIVELY, THE FOLLOWING: A) THE PROVISION OF TREATMENT AND SUPPORT, INCLUDING INTRODUCING THEM TO SURFING AND OTHER HIGH INTENSITY WATER SPORTS; B) INVOLVING THEM IN PEER GROUP ACTIVITIES; AND C) PROVIDING THEM WITH SUCH FACILITIES, EQUIPMENT OR SERVICES (SUCH AS THE PROVISION OF A REHABILITATION AND RECOVERY CENTRE) AS THE TRUSTEES MAY FROM TIME TO TIME DECIDE. 2. TO ASSIST SERVING AND FORMER SERVING MEMBERS OF THE ARMED FORCES OF THE CROWN TO RESETTLE AND REHABILITATE INTO CIVILIAN LIFE, IN PARTICULAR BUT NOT EXCLUSIVELY BY THE PROVISION OF SUPPORT SERVICES, ADVICE, GUIDANCE, EMPLOYMENT SUPPORT, TUITION AND HEALTHCARE WHERE APPROPRIATE.

Defined Area of Benefit:

NOT DEFINED

Data Sources