THE ERNEST KLEINWORT CHARITABLE TRUST

Registered charity 1197205 · accounts filings on the Charity Commission register

A grant making charity with general charitable purpose, principally giving support to those operating in the county of Sussex, or working in the fields of wildlife and environmental conservation (national and international).

Causes: General Charitable Purposes · Grant history (this charity is a funder) · website · Get email alerts

Latest income

£2.4m

Latest spending

£2.6m

Registered

2021

Accounts read

FY2024

Financial health, per its FY2024 accounts

The accounts state that the Trust holds total reserves of £77,566,916, comprising £3,170,119 in unrestricted funds and £74,396,797 in expendable endowment. The Trustees confirm that the Trust has adequate resources to continue as a going concern for the foreseeable future, with 66% of funds held in investments accessible on short notice.

Automated summary of the FY2024 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Highest-paid employee band: £70,001 - £80,000 — above the median for charities its size (£70k)

“In the band £70,001 - £80,000” — page 25

Per its FY2024 accounts as filed with the Charity Commission.

Employees paid over £60,000: 1

“The number of employees whose annual remuneration was more than £60,000 is as follows: In the band £70,001 - £80,000” — page 25

Per its FY2024 accounts as filed with the Charity Commission.

Largest income source: Investments (100% of income)

“The majority of the Trust's income was derived from stock market investments and cash deposits, totalling £1,272,740.” — page 7

Per its FY2024 accounts as filed with the Charity Commission.

Reserves policy: sufficient liquidity and reserves to continue as a going concern for the foreseeable future (held: £3.2m)

“The Trustees consider that whereas an operational charity would need to consider the need to keep their services active for a period of time in the event of severe financial difficulty, the Trust is a grant making trust. As a minimum of 66% of the Trust's funds were held in investments accessible on short notice, they were satisfied that the Trust had sufficient liquidity and reserves to continue as a going concern for the foreseeable future.” — page 8

Per its FY2024 accounts as filed with the Charity Commission.

Related-party transaction: Two Trustees are also Trustees of the Tusk Trust to whom donations totalling £100,000 were made. The Trustees were not involved in the decision to make those donations.

“Two of the Trustees are also Trustees of the Tusk Trust to whom donations totalling £100,000 (2023: £100,000) were made during the financial year. The Trustees were not involved in the decision to make those donations.” — page 29

“One of the Trustees is an Ambassador of WWF UK to whom a donation of £100,000 (2023: £100,000) was made during the financial year. The Trustee was not involved in the decision to make the donation.” — page 29

Per its FY2024 accounts as filed with the Charity Commission.

Related-party transaction: One Trustee is an Ambassador of WWF UK to whom a donation of £100,000 was made. The Trustee was not involved in the decision to make the donation.

“Two of the Trustees are also Trustees of the Tusk Trust to whom donations totalling £100,000 (2023: £100,000) were made during the financial year. The Trustees were not involved in the decision to make those donations.” — page 29

“One of the Trustees is an Ambassador of WWF UK to whom a donation of £100,000 (2023: £100,000) was made during the financial year. The Trustee was not involved in the decision to make the donation.” — page 29

Per its FY2024 accounts as filed with the Charity Commission.

Accounts audited by TC Group. Discloses 6 of 6 completeness components.

Structured financials (annual return, FY ending 31/03/2025)

Total income

£2.4m

Total spending

£2.6m

Cost of raising funds

£426k

Reserves (reported)

£2.9m

Employees

2

Reported reserves equal ~13.3 months of spending — in the top quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Investments (100% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 17.6% of total income — in the top quarter for charities its size (median 5.2%) (benchmarks).

Register events

Received assets from another charity (25/05/2022) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

Alexander Hamilton Kleinwort
BRIAN ARTHUR CHARLES MAYHEW · trustee of 1 other charity
CEETAH GRIEVES
MARK ROBERT JOHN TYNDALL
Marina Rose Kleinwort
Nicola Glover · trustee of 1 other charity
Professor Amelia Jane Dickman
Sir Richard Drake Kleinwort
The Right Honourable Edmund Christopher Earl of Limerick

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

Operates in: Scotland · Throughout England

Income and spending

Financial year end	Income	Spending
31/03/2025	£2.4m	£2.6m
31/03/2024	£1.3m	£2.5m
31/03/2023	£646k	£2.3m

Common questions

Is THE ERNEST KLEINWORT CHARITABLE TRUST financially healthy?

Per its FY2024 accounts: The accounts state that the Trust holds total reserves of £77,566,916, comprising £3,170,119 in unrestricted funds and £74,396,797 in expendable endowment. The Trustees confirm that the Trust has adequate resources to continue as a going concern for the foreseeable future, with 66% of funds held in investments accessible on short notice. Its FY2024 accounts were audited by TC Group.

What does the highest-paid employee of THE ERNEST KLEINWORT CHARITABLE TRUST earn?

Per its FY2024 accounts, the highest-paid employee was in the £70,001 - £80,000 band, and 1 employees earned over £60,000.

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.

Funder	Similar charities funded	Amount to them
ROYAL SOCIETY OF WILDLIFE TRUSTS	2	£824k
SWIRE 2765	2	£764k
THE IAN ASKEW CHARITABLE TRUST	2	£4k
JOHN SWIRE 1989 CHARITABLE TRUST	2	£3k
THE MICHAEL UREN FOUNDATION	1	£744k
CO-OPERATIVE COMMUNITY INVESTMENT FOUNDATION	1	£105k
THE PENNIES FOUNDATION	1	£84k
THE VEOLIA ENVIRONMENTAL TRUST	1	£80k

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with SUSSEX WILDLIFE TRUST.

SUSSEX WILDLIFE TRUST income £7.2m
THE SUSSEX HISTORIC CHURCHES TRUST income £123k
THE ERIC WRIGHT CHARITABLE TRUST income £308.9m
KTRUST LIMITED income £240k
EAST SUSSEX WRAS LTD income £565k
CHAPMAN CHARITABLE TRUST income £443k

Side by side with its peers

Charity	Income	Top pay band	Staff >£60k	Reserves vs policy	Fundraising cost	Going concern
THE ERNEST KLEINWORT CHARITABLE TRUST	£2.4m	£70,001 - £80,000	1	above	—	no doubt
SUSSEX WILDLIFE TRUST FY2025	£7.2m	—	—	unclear	—	no doubt
THE SUSSEX HISTORIC CHURCHES TRUST FY2025	£123k	—	0	unclear	—	no doubt
THE ERIC WRIGHT CHARITABLE TRUST FY2024	£308.9m	—	0	unclear	—	no doubt
KTRUST LIMITED FY2025	£240k	Under £60,000	0	unclear	—	no doubt
EAST SUSSEX WRAS LTD FY2025	£565k	—	0	unclear	—	no doubt

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.