Barton Under Needwood And Dunstall Key Trust

Quick Stats

• Annual Income: £123,316 (2024)
• Annual Giving: Approximately £17,910 in grants plus £3,930 in Christmas vouchers (2010 data)
• Grant Range - Individuals: Up to £500 (typically) or £1,000 (exceptional cases)
• Grant Range - Organizations: Up to £10,000
• Decision Time: Quarterly meetings (approximately 2-3 months between application cycles)
• Geographic Focus: Civil parishes of Barton under Needwood and Dunstall, Staffordshire only

Contact Details

Address: 4 Hardy Close, Barton under Needwood, Burton-on-Trent, Staffordshire, DE13 8HG

Email: info@bartondunstallkeytrust.co.uk

Phone: 07809 601316 (Clerk)

Website: www.bartondunstallkeytrust.co.uk

Clerk to the Trustees: Lorraine Brant

Overview

The Barton Under Needwood and Dunstall Key Trust (Charity No. 217929) was established in 2007 through the amalgamation of four historic charities: William Key, Barton under Needwood Eleemosynary Charity, William Key (Dunstall Share), and Pinners Patch. Registered originally in 1963, the Trust generates income through professionally managed investments, land holdings including allotment plots, and commercial rent income.

The Trust's total income for the year ending December 31, 2024 was £123,316, with total expenditure of £70,827. The charity has shown consistent growth, with income increasing from £81,988 in 2020 to over £123,000 in 2024. The Trust maintains historic obligations including paying 16% of net income to St. James Church for maintenance and the traditional payment of 50 pence for a Good Friday sermon. The Trust serves residents of the civil parishes of Barton under Needwood and Dunstall exclusively, supporting individuals in need and organizations that benefit these local communities.

Funding Priorities

Grant Programs

Individual Grants - General Support (Up to £500)

• Support for individuals experiencing illness, disability, bereavement, or accident
• Help with specialist equipment needs
• Relief for those in need, hardship, or distress
• Applications accepted on a rolling basis for quarterly trustee meetings

Individual Grants - Young People (Up to £1,000)

• Support for extra-curricular activities that develop skills
• Educational trips and personal development opportunities
• International experiences and leadership programs
• Applicants encouraged to demonstrate personal fundraising efforts

Organizational Grants (Up to £10,000)

• Major capital projects benefiting local communities
• New equipment for local groups and schools
• Sports facility improvements
• Community infrastructure projects
• Building renovations and improvements
• Church maintenance and equipment

Annual Christmas Voucher Scheme

• Distribution of Christmas vouchers to eligible Barton residents
• Annual program separate from general grant-making

Priority Areas

The Trust actively funds:

• Community Infrastructure: Sports facilities, village halls, church buildings, public amenities
• Youth Development: Educational trips, skills development, leadership programs, international experiences
• Education: School equipment, outdoor learning spaces, educational technology
• Health and Wellbeing: Medical equipment, disability support, crisis relief
• Community Events: Local celebrations, fun runs, coronation events
• Sports and Recreation: Equipment, facility improvements, boundary fencing, playing surfaces

Recent grants demonstrate strong support for:

• Youth international travel and development opportunities
• School infrastructure and outdoor learning spaces
• Sports club facilities (cricket, bowls, football)
• Church audiovisual and musical equipment
• Community safety equipment (defibrillators)

What They Don't Fund

The Trust will not consider applications from:

• Profit-making businesses or commercial enterprises
• Requests for routine expenses that should be covered by Education or Health Authorities
• General running costs or operational funding
• Repeat funding for similar activities previously supported
• Applications exceeding grant limits (£1,000 individuals, £10,000 organizations)
• Organizations or individuals outside the civil parishes of Barton under Needwood and Dunstall

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Governance and Leadership

Board of Trustees

The Trust is governed by 10 trustees representing diverse professional backgrounds and local connections:

Jacqui Jones - Chairman

East Staffordshire Borough Councillor and retired Practice Manager. Jacqui has emphasized the Trust's commitment to “improve the lives of all that live and work in those two parishes.”

Ed Sharkey - Barton Parish Council Nominee

Retired Landscape Architect and Parish Council Chairman

Dr David Okoye - Co-opted Trustee

Local GP, resident of Barton since 2000

Ray Holder - Ex Officio Trustee

Former Barclays Bank and Ind Coope employee, Church Warden at St. James

Brian Mole - Co-opted Trustee

Former Financial Services Managing Director, Justice of the Peace

Jonathan Cunningham - Co-opted Trustee

Solicitor, Partner at Moseleys Solicitors

Sam Cowgill - Co-opted Trustee

HR professional involved with local schools and sports activities

Susanne van Daesdonk - Co-opted Trustee

IT professional, former Parish Council Chair

Simon Clarke - Dunstall Parish Council Nominee

Farmer and Dunstall Estate company director

Revd Andy Simpson - Ex Officio Trustee

Church of England Vicar, former financial services professional

Lorraine Brant - Clerk to the Trustees

Former TSB employee, school governor, and Girl Guiding Leader

The board's composition includes local government representatives, healthcare professionals, legal and financial experts, and community leaders, ensuring diverse perspectives on local needs.

Application Process and Timeline

How to Apply

Application Forms: Separate application forms are available for individuals and organizations, downloadable from the Trust's website at www.bartondunstallkeytrust.co.uk

Submission Requirements:

• Complete the relevant application form with as much detail as possible
• For organizations: Include constitution and three years of certified accounts
• For specific costs: Provide two quotations or third-party cost verification
• For health-related applications: Consider including professional support letters
• Submit applications at least two weeks before trustee meeting dates

Submission Address:

Mrs Lorraine Brant, Clerk to the Trustees

4 Hardy Close

Barton under Needwood

Burton on Trent

Staffordshire

DE13 8HG

Email: info@bartondunstallkeytrust.co.uk

Decision Timeline

Trustee Meetings: The trustees meet quarterly to review applications:

• February meeting (mid-month)
• May meeting (mid-month)
• August meeting (mid-month)
• November meeting (mid-month)

Application Deadlines: Applications must be submitted at least two weeks (14 days) before each quarterly meeting date. Specific cut-off dates are published on the Trust's website.

Decision Process: Trustees review all applications at quarterly meetings and may:

• Approve grants outright
• Issue conditional grants with specific conditions
• Request additional information and defer decisions
• Decline applications

Notification: Applicants are notified of decisions following trustee meetings.

Success Rates

The Trust does not publish detailed statistics on application success rates. However, in 2010, the Trust awarded 9 grants to individuals and 8 to local organizations, totaling £17,910 in grants, plus £3,930 in Christmas vouchers. Recent awards pages show a consistent pattern of supporting both individual and organizational applications across diverse project types.

Given the highly localized geographic focus (two small civil parishes), the Trust appears to support a significant proportion of well-prepared applications that align with their priorities.

Reapplication Policy

While the Trust's terms state that they will not provide “repeat funding for similar activities previously supported,” unsuccessful applicants are not explicitly prohibited from reapplying. The policy suggests:

• Different projects or needs may be supported even if a previous application was unsuccessful
• Repeat requests for the same activity are unlikely to succeed
• Applicants should demonstrate how circumstances or projects differ from previous applications

Application Success Factors

Based on the Trust's published guidance and recent grant awards, the following factors strengthen applications:

For Individual Applicants (Particularly Young People):

• Demonstrate personal passion and commitment: The Trust looks for genuine enthusiasm for the opportunity or activity
• Show personal fundraising efforts: Trustees particularly praise applicants who have actively raised funds themselves. Recent examples include George, whose fundraising efforts for a Borneo trip were specifically mentioned by trustees
• Articulate personal development benefits: Clearly explain how the grant will develop skills, provide life-changing experiences, or support personal growth
• Focus on extra-curricular development: The Trust prioritizes activities that develop skills beyond routine education

For Organizational Applicants:

• Capital projects over running costs: The Trust explicitly states that “under normal circumstances grants will not be made to the benefit of general funds or for running costs.” Focus on equipment, building improvements, or specific capital needs
• Provide detailed costings: Include two quotations or independent verification of costs
• Demonstrate community benefit: Clearly articulate how the project benefits residents of Barton under Needwood and/or Dunstall
• Show financial sustainability: Include three years of certified accounts demonstrating sound financial management
• Part-funding encouraged: While not required, the Trust encourages (but does not mandate) that applicants contribute to the cost through their own fundraising or other funding sources

General Success Factors:

• Local connection is essential: Eligibility is strictly limited to residents of the civil parishes of Barton under Needwood and Dunstall
• Complete applications: Provide comprehensive information; trustees reserve the right to request additional details and may defer incomplete applications
• Timely submission: Apply at least two weeks before trustee meetings
• Specific, well-defined projects: Vague or open-ended requests are less likely to succeed than clearly defined projects with specific outcomes
• Acknowledge Trust support: If funded, publicly acknowledge the Trust's contribution where possible

Recent Funding Patterns Show:

• Strong support for youth international experiences (India, Ireland, Borneo, New York, Kenya)
• Significant investment in sports facilities (cricket clubs, bowls clubs, Holland Sports Club)
• Educational infrastructure (Thomas Russell Infant School outdoor areas, school audiovisual equipment)
• Church building and equipment maintenance
• Community safety initiatives (defibrillators)

The Trust Chair Jacqui Jones has emphasized their commitment to “improve the lives of all that live and work in those two parishes,” suggesting a holistic approach to community development across all age groups and interests.

Key Takeaways for Grant Writers

• Hyper-local focus: You must be a resident of or organization based in Barton under Needwood or Dunstall civil parishes—this is non-negotiable
• Capital over revenue: Focus applications on equipment, building improvements, or specific capital needs rather than running costs or routine expenses
• Generous grant limits: Organizations can access up to £10,000, making this a significant local funder for capital projects
• Quarterly cycle requires planning: With only four annual meetings, timing your application strategically is important—aim for at least two weeks before meeting dates
• Personal effort matters: Particularly for youth applications, demonstrating personal fundraising and commitment significantly strengthens applications
• Complete documentation is essential: For organizations, having three years of certified accounts and constitution ready is mandatory; for individuals, obtaining supporting letters or quotations strengthens applications
• Trust has broad interests: Recent grants span youth development, sports, education, churches, and community infrastructure—don't self-exclude if you're local and have a genuine need

Similar Funders

These funders have a similar focus and geographic reach:

• The Jack Brunton Charitable Trust
• THE EVESON TRUST
• The William Price Charitable Trust
• THE MANSFIELD BUILDING SOCIETY CHARITABLE TRUST
• FOWLER SMITH AND JONES TRUST
• The Lionel Abel-Smith Trust
• The Len Pick Trust
• Peter Adams Trust
• Duke of Devonshire's Charitable Trust
• The Manchester Guardian Society Charitable Trust

References

1. Barton Under Needwood and Dunstall Key Trust Official Website - Home Page. Available at: https://www.bartondunstallkeytrust.co.uk/

1. Barton Under Needwood and Dunstall Key Trust - Grant Applications Page. Available at: http://www.bartondunstallkeytrust.co.uk/applications.html

1. Barton Under Needwood and Dunstall Key Trust - About Us Page. Available at: https://www.bartondunstallkeytrust.co.uk/about.html

1. Barton Under Needwood and Dunstall Key Trust - Trustees and Advisers. Available at: https://www.bartondunstallkeytrust.co.uk/trustees.html

1. Barton Under Needwood and Dunstall Key Trust - Latest Awards. Available at: https://www.bartondunstallkeytrust.co.uk/latest-awards.html

1. Barton Under Needwood and Dunstall Key Trust - Terms and Conditions. Available at: https://www.bartondunstallkeytrust.co.uk/terms-conditions.html

1. Barton Under Needwood and Dunstall Key Trust - Latest News. Available at: https://www.bartondunstallkeytrust.co.uk/news.html

1. Charity Commission Register of Charities - Barton Under Needwood and Dunstall Key Trust (Charity No. 217929). Available at: https://register-of-charities.charitycommission.gov.uk/charity-search/-/charity-details/217929

1. Support Staffordshire - Barton Under Needwood and Dunstall Key Trust Funding Information. Available at: https://supportstaffordshire.org.uk/barton-under-needwood-and-dunstall-key-trust-funding/