The Ernest Kleinwort Charitable Trust

Analysis

The Ernest Kleinwort Charitable Trust is a registered charity in England and Wales, based in West Sussex. It was registered in December 2021, 5 years ago. Its declared purposes cover general charitable purposes, which this site groups under grant-making and general purposes. Legally it is a charitable incorporated organisation (CIO). It says it makes grants to organisations.

In the financial year ending March 2025, The Ernest Kleinwort Charitable Trust reported income of £2.4m and spending of £2.6m, spending 108% of what it took in. Across the 3 years on record, from March 2023 to March 2025, income grew from £646k to £2.4m (+275%), an average of +94% a year. The sharpest change came in the year to March 2024, when income rose by 97%. Over the whole period it spent 169% of the income it received.

Among 5,976 England and Wales charities whose main cause is grant-making and general purposes and that reported income, The Ernest Kleinwort Charitable Trust sits at the 98th percentile: it is larger than about 98% of them. Against every charity in England and Wales with reported income it ranks in the 97th percentile. Charities of a similar size with the same main cause include The Cunmont Charitable Trust (£2.4m), The Belstead Ganzoni Charitable Settlement (£2.4m) and Tevini Limited (£2.4m).

In its latest detailed accounts, income came from investments 100%. Charitable activities took 83% of spending and raising funds 16%. Reserves of £2.9m would cover about 13 months of spending at that rate. It employed 2 people.

Data notes from the register: Spending has exceeded income in each of the last three reported years, so the charity has been drawing on reserves or other funds.