SR & PH Southall Trust

Charity number: 223190
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The principal activity of the Trust is to provide financial assistance to charitable institutions and for charitable purposes in which the trustees have an interest, especially to promote education and conservation of our natural environment and our cultural heritage. Trustees have a particular (but not exclusive) interest in Herefordshire.

Income and expenditure

Data for financial year ending 05 April 2025

Total income: £139,587
Total expenditure: £183,388

People

6 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • General Charitable Purposes
Who the charity helps:
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Organisations
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 12 May 1967: Standard registration
Organisation type:
Other
Other names:
  • STEPHEN R AND PHILIPPA H SOUTHALL CHARITABLE TRUST (Previous name)
Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

6 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
ANNA CATHERINE SOUTHALL Chair 06 April 1998
None on record
Timothy Basil Compton Trustee 06 April 2015
None on record
BENJAMIN IAN COMPTON Trustee 06 April 2015
THE WORGAN TRUST
Received: On time
MOUNT PLEASANT SCHOOL FARM
Received: On time
Henry George Southall Serle Trustee 06 April 2015
None on record
Jack Serle Trustee 06 April 2015
None on record
Candia Helen Compton Trustee 06 April 1998
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2021 05/04/2022 05/04/2023 05/04/2024 05/04/2025
Total gross income £84.97k £116.23k £141.54k £145.86k £139.59k
Total expenditure £139.93k £141.03k £153.98k £182.71k £183.39k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 05 April 2025 14 December 2025 On time
Accounts and TAR 05 April 2025 14 December 2025 On time
Annual return 05 April 2024 02 January 2025 On time
Accounts and TAR 05 April 2024 02 January 2025 On time
Annual return 05 April 2023 31 January 2024 On time
Accounts and TAR 05 April 2023 31 January 2024 On time
Annual return 05 April 2022 29 January 2023 On time
Accounts and TAR 05 April 2022 29 January 2023 On time
Annual return 05 April 2021 20 January 2022 On time
Accounts and TAR 05 April 2021 20 January 2022 On time
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Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

DECLARATION OF TRUST DATED 5 MAY 1947 as amended on 12 Jun 2023

Charitable objects

FOR CHARITABLE INSTITUTIONS AND CHARITABLE PURPOSES GENERALLY.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NATIONAL

Contact information

Address:
Beech Hill
Clifford
HEREFORD
HR3 5HE
Phone:
01497831765
Email:
beechhill48@gmail.com
Website:

No information available