The Kenneth And Barbara Boardman-weston Charitable Trust

Quick Stats

• Annual Giving: £51,131 (2021)
• Success Rate: Not available
• Decision Time: Not published
• Grant Range: Not specified
• Geographic Focus: England and Wales

Contact Details

Phone: 01530 411221

Address: 1 St. Helens Court, North Street, Ashby-de-la-Zouch, Leicestershire, LE65 1HS

Website: None

Email: Not available

Overview

The Kenneth and Barbara Boardman-Weston Charitable Trust is a private family charitable trust established in 2004 with an annual income of £265,578 and charitable expenditure of £51,131 as of 2021. Operating throughout England and Wales, the trust's primary mission focuses on preventing and relieving poverty, particularly among elderly people aged 55 and over. The Charity Commission confirms that grant-making to both individuals and organisations is the trust's main method of operation. As a private family foundation, the trust does not raise funds from the public and operates through trustee discretion rather than public application processes.

Funding Priorities

Grant Programs

The trust operates through discretionary grant-making rather than structured programs:

• Individual Grants: Direct support for people in need, particularly elderly individuals
• Organisational Grants: Support for charities working with elderly people and poverty relief

Priority Areas

• Prevention or relief of poverty
• Support for elderly people (particularly those over 55)
• Provision of or assistance with residential accommodation for needy older people
• Relief of persons in conditions of need, hardship or distress due to disasters or difficult circumstances

What They Don't Fund

While not explicitly stated, the trust is unlikely to fund:

• Projects outside England and Wales
• Activities unrelated to poverty relief or elderly support
• General appeals from organisations outside their focus areas

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Governance and Leadership

The trust operates with 4 trustees from the Boardman-Weston family:

• Dan Boardman-Weston (Chairman): CEO of BRI Wealth Management, MBA from Warwick Business School, Chartered Fellow of CISI. Also serves as trustee of Heart of England Community Foundation.
• Simon Nicholas Harold Boardman-Weston: Director/Trustee with professional credentials including C Dir, FIoD, FCSI, FCIM
• Julian Anthony William Boardman-Weston: Director/Trustee based in Ashby-de-la-Zouch

The trust maintains a lean structure with 1 volunteer and no paid staff.

Application Process and Timeline

How to Apply

This funder does not have a public application process. As a private family charitable trust, grants are made at the discretion of the trustees. There is no website, application form, or published guidelines. Potential applicants may attempt to make contact through:

• Written letter to the registered address
• Phone enquiry to 01530 411221
• Clear demonstration of alignment with charitable objectives is essential

Decision Timeline

No published information available. Decisions likely made when trustees meet on an ad hoc basis.

Success Rates

No data publicly available on application numbers or success rates.

Reapplication Policy

No information available regarding reapplication policies.

Application Success Factors

Based on the trust's charitable objectives and typical family trust practices:

• Strong alignment with core mission: Clear focus on elderly people over 55 and poverty relief
• Geographic relevance: While operating across England and Wales, local connections to Leicestershire or the Midlands may be advantageous given trustee locations
• Trustee network connections: As grants are made through discretion, being known to trustees through their professional networks is likely important
• For organisations: Demonstrated track record with elderly beneficiaries, clear project needs, strong financial accountability
• For individuals: Clear documentation of need, specific crisis or housing-related request, meeting age criteria where relevant

Key Takeaways for Grant Writers

• This is a private family trust with no public application process - traditional grant applications are not accepted
• Very specific focus on elderly people (55+) and poverty relief - only approach if your work directly aligns
• Relationship-based grant-making through trustee networks rather than open applications
• Modest annual grant distribution (£51k) suggests selective, occasional grants rather than regular programs
• Trustee backgrounds in wealth management suggest they expect strong financial management from recipients
• Direct letter of enquiry to registered address may be only route to consideration
• Local Midlands connections could be advantageous given trustee base and Dan Boardman-Weston's role with Heart of England Community Foundation

Similar Funders

These funders have a similar focus and geographic reach:

• Equitable Charity Trust
• The Payback Time Trust
• E B M Charitable Trust
• AN EXTRA MILE CHARITABLE TRUST
• The Wyfold Charitable Trust
• The Michael and Anna Wix Charitable Trust
• The Hillcote Trust
• The Searle Charitable Trust
• The B G S Cayzer Charitable Trust
• THE HAWERBY TRUST

References

• Charity Commission Register of Charities, THE KENNETH AND BARBARA BOARDMAN-WESTON CHARITABLE TRUST - 1107032: https://register-of-charities.charitycommission.gov.uk/charity-search/-/charity-details/4011420
• Charity Commission “What, who, how, where” page for charity 1107032: https://register-of-charities.charitycommission.gov.uk/about-the-register-of-charities/-/charity-details/4011420/what-who-how-where
• Find that Charity, GB-CHC-1107032: https://findthatcharity.uk/orgid/GB-CHC-1107032
• Companies House, THE KENNETH AND BARBARA BOARDMAN-WESTON CHARITABLE TRUST (Company Number 05283336)
• Heart of England Community Foundation, “Welcome to Our New Trustee, Dan Boardman-Weston,” July 2025: https://www.heartofenglandcf.org/welcome-to-our-new-trustee-dan-boardman-weston/
• BRI Wealth Management, “Dan Boardman-Weston” team profile: https://brigroup.co.uk/team-member/dan-boardman-weston/