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THE KENNETH AND BARBARA BOARDMAN-WESTON CHARITABLE TRUST

Registered charity 1107032 · accounts filings on the Charity Commission register · also known as THE BARBARA BOARDMAN-WESTON CHARITABLE TRUST, THE BOARDMAN-WESTON CHARITABLE TRUST LIMITED

Latest income
£139k
Latest spending
£92k
Registered
2004
Accounts read
FY2023

Financial health, per its FY2023 accounts

The accounts state that the charity holds total general funds of £2,814,832, comprising £2,387,604 in general reserves and £427,228 in unrealised investment gains. The trustees report that reserves have increased and confirm that the current investment portfolio provides sufficient income to meet grant-making objectives and maintain long-term capital. The directors acknowledge no material uncertainties regarding the charity's ability to continue as a going concern.

What the accounts disclose

Reserves policy: at least equal to the sum of the previous two years' expenses per the annual accounts including investment management fees, plus the total grants made over the previous two years (held: £2.4m)
“the Directors have set a minimum unrestricted reserve threshold to be maintained of an amount at least equal to the sum of the previous two years' expenses per the annual accounts including investment management fees, plus the total grants made over the previous two years. As at the end of December 2023, this amounts to £187k”
Per its FY2023 accounts as filed with the Charity Commission.

Accounts independently examined (not a full audit).

Trustees

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Financial year endIncomeSpending
31/12/2024£139k£92k
31/12/2023£92k£129k
31/12/2022£0£58k
31/12/2021£266k£51k
31/12/2020£45k£50k

Common questions

Is THE KENNETH AND BARBARA BOARDMAN-WESTON CHARITABLE TRUST financially healthy?

The accounts state that the charity holds total general funds of £2,814,832, comprising £2,387,604 in general reserves and £427,228 in unrealised investment gains. The trustees report that reserves have increased and confirm that the current investment portfolio provides sufficient income to meet grant-making objectives and maintain long-term capital. The directors acknowledge no material uncertainties regarding the charity's ability to continue as a going concern. Its FY2023 accounts were independently examined.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

FunderSimilar charities fundedAmount to them
ESTATE CHARITY OF WILLIAM HATCLIFFE1£1.1m
THE MRS SMITH AND MOUNT TRUST1£20k
THE TRUEMARK TRUST1£7k

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