The Henry Lumley Charitable Trust

Quick Stats

• Annual Giving: £100,000-£120,000
• Success Rate: Not applicable (no public applications)
• Decision Time: Not applicable (trustee discretion)
• Grant Range: Estimated £2,500+ per grant
• Geographic Focus: England and Wales
• Application Process: No public application process - trustee discretion only

Contact Details

Address: Grove End, Bagshot, Surrey GU19 5HY

Telephone: 01276 458141

Location: c/o Windlesham Golf Club

Charity Number: 1079480

Note: This trust does not have a website or published contact email for grant applications.

Overview

The Henry Lumley Charitable Trust was established by trust deed on 18 March 1997 (amended 7 February 2000) and registered as a charity on 22 February 2000. This private family trust operates with an annual grant-giving capacity of approximately £100,000-£120,000, though expenditure can exceed income in particular years (£123,293 in 2023). The trust's mission is to support registered charities working in areas of disability, health, education, and children's welfare. The trustees exercise absolute discretion in identifying and supporting charitable organizations, making regular donations to charities they select rather than accepting unsolicited applications. The trust is based in Surrey and has connections to the Windlesham Golf Club through its trustees.

Funding Priorities

Grant Programs

The Henry Lumley Charitable Trust operates a single discretionary grant-making program with no formal application rounds or fixed deadlines. Grants are made throughout the year at the trustees' discretion.

Known Grant Activity:

• Individual grants of £2,500+ (based on known recipient disclosure threshold)
• Annual grant-making budget of approximately £100,000-£120,000
• Grants made to registered charities only (not individuals)

Priority Areas

The trust focuses its grant-making on registered charities working in the following areas:

• Health and medical research: Including support for organizations like the British Liver Trust and medical research scholarships
• Disability support: Programs and services for people with disabilities
• Education and training: Educational initiatives and training programs, particularly for young people
• Children and young people: Charitable work focused on child welfare and youth development
• Support for other charitable organizations: The trust supports other charities and voluntary bodies undertaking charitable work

What They Don't Fund

While not explicitly stated, as a private discretionary trust, they likely do not fund:

• Individuals directly (only registered charities)
• General appeals from organizations outside their interest areas
• Organizations outside England and Wales
• Non-charitable activities
• Commercial ventures

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Governance and Leadership

Trustees

The trust is governed by five trustees who serve without remuneration:

• Peter Lumley (Trustee and family member, also serves as Chairman of Windlesham Golf Club)
• Henry Lumley (Trustee and family member)
• Robert Lumley (Trustee and family member)
• James Macnish Porter (Trustee)
• One additional trustee

Governance Structure

The trust operates under its governing document which provides that “trustees may apply income for charitable purposes and make donations to charitable institutions at such times and in such manner as the trustees may in their absolute discretion think fit.” This gives trustees complete autonomy in identifying beneficiaries and determining grant amounts.

No trustees receive any payments, remuneration, or benefits from the charity. The trust has no employees and no trading subsidiaries.

Application Process and Timeline

How to Apply

This trust does not have a public application process. The Henry Lumley Charitable Trust is a private family trust where trustees proactively identify and select charitable organizations to support based on their own research and connections. They do not accept unsolicited applications, proposals, or funding requests.

The trust operates entirely at trustee discretion, with the governing document explicitly granting trustees “absolute discretion” over grant-making decisions. There is no application form, no published guidelines, no deadline calendar, and no formal eligibility criteria.

Decision Timeline

Not applicable - grants are made throughout the year as trustees identify suitable beneficiaries.

Success Rates

Not applicable - the trust does not accept applications from which to calculate success rates.

Reapplication Policy

Not applicable - there is no application process.

Application Success Factors

Given that this trust does not accept applications, traditional “success factors” do not apply. However, understanding what appears to attract the trustees' support may be useful:

Characteristics of Known Beneficiaries:

• Established, registered charities (not start-ups or individuals)
• Organizations working in the trustees' priority areas (health, disability, education, children)
• Both national organizations (Royal College of Surgeons partnership) and smaller charities (British Liver Trust regional support)
• Organizations operating in England and Wales

Possible Connection Points:

• The Lumley family has connections to Surrey, particularly through Windlesham Golf Club
• The family has demonstrated interest in medical research and health-related causes
• Educational and surgical research initiatives appear to align with family interests
• Organizations supporting vulnerable populations (children, disabled people, health conditions)

Important Note: Even organizations that perfectly match these criteria cannot apply for funding. The trust operates purely on trustee initiative.

Key Takeaways for Grant Writers

1. No Application Process: This trust cannot be approached with grant applications. They select beneficiaries proactively using trustee discretion.

1. Private Family Trust: The Henry Lumley Charitable Trust is a private family charitable vehicle, not a grant-making foundation with a public mission.

1. Focus Areas Are Clear: Health, disability, education, and children/young people are the documented priority areas, particularly with connections to medical research.

1. Modest but Consistent Giving: With annual grant-making of £100,000-£120,000, this is a small to medium-sized trust making multiple grants rather than a few large awards.

1. Surrey Connections: The trust is based in Bagshot, Surrey, and has family connections to the local area through Windlesham Golf Club.

1. Medical Research Interest: The family's support for the Royal College of Surgeons' Henry Lumley Collections Engagement Grant and the Lumley Surgical Research Scholarship indicates sustained interest in medical advancement.

1. Not Worth Pursuing Actively: Grant seekers should not spend time trying to cultivate relationships with this trust as they operate entirely at their own discretion and have no mechanism for receiving proposals.

Similar Funders

These funders frequently fund the same charities:

• The Adint Charitable Trust
• THE SHEARS FOUNDATION
• P F Charitable Trust
• Garfield Weston Foundation
• The Elton John AIDS Foundation
• MOONDANCE FOUNDATION
• The Grace Trust
• Rosetrees Trust
• The Dunhill Medical Trust (Vivensa Foundation)
• THE 29TH MAY 1961 CHARITY
• THE FEBRUARY FOUNDATION
• THE CHILDWICK TRUST
• The Reed Foundation
• THE SIR JAMES KNOTT TRUST
• ORTHOPAEDIC RESEARCH UK
• The Waterloo Foundation
• The Roger Raymond Charitable Trust
• Robert Luff Foundation Limited
• THE HEALTH FOUNDATION
• FRONTIERS

References

• Charity Commission for England and Wales Register entry for The Henry Lumley Charitable Trust (1079480), accessed via https://register-of-charities.charitycommission.gov.uk/charity-details/?regid=1079480&subid=0, January 2026

• British Liver Trust, “Thank you to our partners,” acknowledging donors over £2,500 in 2024/25, accessed via https://britishlivertrust.org.uk/how-you-can-help/other-ways-to-help/thank-you-to-our-partners/, January 2026

• Royal College of Surgeons of England, “Henry Lumley Collections Engagement Grant,” describing the grant program established with Lumley family support, accessed via https://www.rcseng.ac.uk/library-and-publications/library/about-the-library/projects/henry-lumley-collections-engagement-grant/, January 2026

• Find That Charity database entry for GB-CHC-1079480, accessed via https://findthatcharity.uk/orgid/GB-CHC-1079480, January 2026

• Royal Australasian College of Surgeons, “Lumley Surgical Research Scholarship,” describing the Edward Lumley Fellowship Fund supporting surgical research in the UK, accessed via https://www.surgeons.org/en/Resources/member-benefits/lifelong-learning/scholarships-and-grants-program/all-scholarships-and-grants/lumley-surgical-research-scholarship, January 2026