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).

Objects

THE OBJECT OF THE CIO IS TO ADVANCE SUCH CHARITABLE PURPOSES (ACCORDING TO THE LAWS OF ENGLAND AND WALES) AS THE TRUSTEES SEE FIT FROM TIME TO TIME.

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

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

Registered contact address: Horsham, South East, England (from the postcode on the register)

Latest income
£2.4m
Latest spending
£2.6m
Registered
2021
Accounts read
FY2024

Financial health, per its FY2024 accounts

The Trust reported a net operations deficit of £681,669 on an income basis, driven by charitable donations exceeding investment income. However, the Trust holds substantial unrestricted reserves of £3,170,119 and maintains a cash buffer equivalent to one year’s grant making to preserve liquidity. The Trustees confirmed adequate resources exist to continue as a going concern for the foreseeable future.

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

What the accounts disclose

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.
Related-party transaction: Donations to Tusk Trust where two Trustees are also Trustees of the recipient
“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: Donations to WWF UK where one Trustee is an Ambassador of the recipient
“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 3 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Self-declared on the annual return for the financial year ending 31/03/2025

  • Employees paid over £60,000: 1 (£80,001–£90,000: 1)
  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/03/2024

  • Employees paid over £60,000: 1 (£70,001–£80,000: 1)
  • Grant-making is its main activity

Self-declared on the annual return for the financial year ending 31/03/2023

  • Employees paid over £60,000: 1 (£70,001–£80,000: 1)
  • Grant-making is its main activity

Source: this charity’s annual returns on the Charity Commission register.

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 4.7 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 5.3%) (benchmarks).

Register events

Trustees · trustee networks

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

Operates in: Scotland · Throughout England

Income and spending

Financial year endIncomeSpending
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 Trust reported a net operations deficit of £681,669 on an income basis, driven by charitable donations exceeding investment income. However, the Trust holds substantial unrestricted reserves of £3,170,119 and maintains a cash buffer equivalent to one year’s grant making to preserve liquidity. The Trustees confirmed adequate resources exist to continue as a going concern for the foreseeable future. Its FY2024 accounts were audited by TC Group.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE CORNWELL CHARITABLE TRUST.

Side by side with its peers

CharityIncomeTop pay bandStaff >£60kReserves vs policyFundraising costGoing concern
THE ERNEST KLEINWORT CHARITABLE TRUST£2.4m——unclear—no doubt
THE CORNWELL CHARITABLE TRUST FY2025£38k—0unclear—no doubt
THE BENNETT KLEINWORT CHARITABLE TRUST FY2025£28k—0unclear—no doubt
THE KELTON TRUST FY2025£65k—0above—no doubt
THE CUNMONT CHARITABLE TRUST FY2025£2.4m—0unclear—no doubt
THE E C SOSNOW CHARITABLE TRUST FY2025£115k—0unclear—no doubt

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