The Kenneth and Barbara Boardman-Weston Charitable Trust
Charity Number: 1107032
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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 has two specific charitable objects: (1) to provide residential accommodation for needy persons over the age of 55 years on terms appropriate to their means, and (2) to relieve persons who are in conditions of need, hardship or distress as a result of local, national or international disaster or by reason of their social and economic circumstances. 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 Programmes
The trust operates through discretionary grant-making rather than structured programmes:
- 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
- Provision of or assistance with residential accommodation for needy older people over 55
- Relief of persons in conditions of need, hardship or distress due to disasters or difficult circumstances
- Support for elderly people (particularly those over 55)
- Prevention or relief of poverty
What They Don't Fund
While not explicitly stated, the trust is unlikely to fund:
- Projects outside England and Wales
- Activities unrelated to their charitable objects
- 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:
- Daniel Geoffrey William Boardman-Weston (Dan): Director appointed August 2020. 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 appointed April 2009. Professional credentials including C.Dir, FIoD, FCSI, FCIM. Acquired BRI in 1991 and has extensive experience running companies in the pharmaceutical, food and property sectors.
- Julian Anthony William Boardman-Weston: Director appointed April 2009, based in Ashby-de-la-Zouch.
- Thomas Kenneth Cecil Boardman-Weston: Director appointed August 2020. Management consultant based in Abingdon.
The trust maintains a lean structure with 1 volunteer and no paid staff.
How to Apply to The Kenneth And Barbara Boardman-weston Charitable Trust
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, residential accommodation needs, 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+), residential accommodation, 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 programmes
- 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
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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): https://find-and-update.company-information.service.gov.uk/company/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 appointed CEO at BRI Wealth Management”: https://brigroup.co.uk/news-article/dan-boardman-weston-appointed-ceo-at-bri-wealth-management/
- BRI Wealth Management, “Simon Boardman-Weston” team profile: https://brigroup.co.uk/team-member/simon-boardman-weston/
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