Sr & Ph Southall Trust

Quick Stats

• Annual Giving: £183,388 (2024-25)
• Success Rate: Not publicly available
• Decision Time: Not publicly available
• Grant Range: Not publicly disclosed
• Geographic Focus: Herefordshire (particularly, but not exclusively)

Contact Details

Email: beechhill48@gmail.com

Phone: 01497831765

Address: Beech Hill, Clifford, Hereford, HR3 5HE

Overview

The SR & PH Southall Trust (formally known as Stephen R and Philippa H Southall Charitable Trust) was registered with the Charity Commission on 12 May 1967. With annual expenditure of £183,388 (year ending April 2025) and income of £139,587, the trust provides financial assistance to charitable institutions and for charitable purposes in which the trustees have an interest. The trust's particular focus is on promoting education and conservation of natural environment and cultural heritage, with a special (but not exclusive) interest in Herefordshire. The trust operates as a family charitable trust with six trustees and no paid staff, with all trustees serving on a voluntary basis.

Funding Priorities

Grant Programs

The trust operates through trustee-directed grant-making with no formal grant programs or public application deadlines. The main way of carrying out the trust's purposes is through making grants to other charities or voluntary bodies.

Priority Areas

• Education: Supporting educational initiatives and institutions
• Environmental Conservation: Protecting and conserving the natural environment
• Cultural Heritage: Preserving cultural heritage sites and initiatives
• Charitable Institutions: Supporting other charities and voluntary bodies, particularly those based in or serving Herefordshire

What They Don't Fund

Specific exclusions are not publicly documented, though the trust's governing document indicates trustees fund “charitable purposes in which the trustees have an interest,” suggesting a discretionary approach.

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Governance and Leadership

Trustees (6 in total):

• Anna Catherine Southall - Chair
• Timothy Basil Compton
• Benjamin Ian Compton
• Candia Helen Compton
• Henry George Southall Serle
• Jack Serle

All trustees serve on a voluntary basis with no remuneration, payments, or benefits received from the charity. The trust has policies in place for financial controls, conflicts of interest, and risk management.

Application Process and Timeline

How to Apply

This funder does not have a public application process. The trust operates through trustee discretion, with grants made to charitable institutions and purposes in which the trustees have an interest. There is no online portal, application form, or published application guidelines.

The charitable objects state the trust supports “charitable institutions and charitable purposes generally,” with trustees directing funding based on their interests and knowledge of organizations, particularly in the Herefordshire area.

Decision Timeline

Not applicable - the trust does not operate on a fixed grant-making cycle or published timeline.

Success Rates

Not publicly available, as the trust does not accept unsolicited applications.

Reapplication Policy

Not applicable given the absence of a public application process.

Application Success Factors

Given the trust operates through trustee discretion rather than open applications, traditional application success factors do not apply. However, the following observations may be relevant:

• Geographic Connection: The trust has a particular (though not exclusive) interest in Herefordshire. Organizations based in or serving this area align with the trustees' stated interests.

• Focus Area Alignment: Projects related to education and conservation of natural environment and cultural heritage appear to be priorities based on the charitable objects.

• Trustee Interest: The governing document explicitly states grants are made to “charitable purposes in which the trustees have an interest,” indicating the trust funds causes and organizations known to or championed by individual trustees.

• Established Institutions: As a trust supporting “charitable institutions,” they appear to favor established charities and voluntary bodies rather than individuals or new organizations.

Key Takeaways for Grant Writers

• This trust does not accept unsolicited applications - there is no public application process
• Grant decisions are made at trustee discretion based on trustees' personal interests and knowledge
• Geographic focus on Herefordshire (though not exclusively)
• Thematic focus on education, environmental conservation, and cultural heritage
• Family charitable trust structure with six trustees from the Southall and Compton families
• Annual grant-making of approximately £183,000 supports other charities and voluntary bodies
• Contact details (email and phone) are available, though it's unclear whether they welcome initial inquiries from unknown organizations

References

• Charity Commission Register of Charities, SR & PH Southall Trust (223190), accessed 28 December 2025, https://register-of-charities.charitycommission.gov.uk/charity-search/-/charity-details/223190/full-print
• Charity Commission financial data for year ending 05 April 2025
• Charity Commission governance and trustee information, accessed 28 December 2025