Finance Score: 0

Governance Score: 4

Support Score: 8

Volatile income: -3
Fundraising costs low: +3

Narrow trustee age band: -2
Dynamic board: +3
Gender balanced board: +3

Grant maker support: +8

Overall GiG Score: 12

KING CHARLES III CHARITABLE FUND

The purpose of King Charles III Charitable Fund is to apply available funds for the benefit of such charitable bodies or for other such charitable purposes as the trustees shall think fit. The Fund aims to provide benefit to communities in the UK and across the world, through grant giving as well as through initiatives run by the Fund from time to time.

Analysis by Giving is Great

Positives:

The charity has received backing from several prominent grant makers recently
There have been no material income shortfalls in recent years
Fundraising costs are low relative to funds raised
The Board appears to be well diversified in terms of gender and dynamic in terms of composition

Regulatory & Governance issues to consider:

The Board has little diversity in terms of age

Financial issues to consider:

Income has been volatile recently

Established: 15 years

www.kccf.org.uk

contact@kccf.org.uk

020 4551 9330

Charity Commission for England and Wales

Financial Data ?

Income & Spending ?

Sources of Income ?

Y/E		Income £k	Spending £k	Surplus/ Deficit	Fundraising Cost £k	Total Funds £k	Unrestricted Funds £k	Mths Rsrvs	Staff
31/03/23		£10,333	£10,112	£221	£316	£11,280	£5,941	7.1	18
31/03/22		£10,388	£9,923	£465	£766	£11,758	£8,660	10.5	68
31/03/21		£10,354	£10,416	£-62	£73	£11,025	£6,152	7.1	109
31/03/20		£13,909	£13,737	£172	£4,890	£9,772	£5,570	4.9	131
31/03/19		£14,802	£13,419	£1,383	£4,645	£9,871	£6,779	6.1	132
31/03/18		£13,225	£12,376	£849	£4,835	£10,300	£9,538	9.2	25
31/03/17		£12,892	£11,097	£1,795	£4,701	£10,890	£9,793	10.6	24
31/03/16		£13,454	£15,381	£-1,927	£4,002	£8,986	£8,744	6.8	22
31/03/15		£12,601	£12,794	£-193	£247	£10,924	£8,706	8.2	21
31/03/14		£6,278	£5,772	£506	£73	£11,558	£11,099	23.1	24
31/03/13		£14,456	£14,464	£-8	£6,416	£16,557	£16,319	13.5	20
31/03/12	*	£17,928	£10,632	£7,296	£3,923	£18,079	£17,797	20.1	20
31/03/11		£20,538	£11,403	£9,136	£5,901	£10,460	£9,054	9.5	6
31/03/10		£10,298	£12,689	£-2,391	£5,889	£-455	£-4,247	-4	6

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Financial Ratios

Fundraising Costs/Relevant Income: 5.9%
Fundraising Costs/Total Spending: 3.4%
Senior Staff Costs/Total Spending: 5%
Highest pay band: £90,000-£100,000
Liabilities/Assets: 13%
Liabilities/Income: 16%
Unrestricted Funds/Total Funds: 53%
Reserves/Spending: 7.1 months
Net Current Assets/Spending: 6 months
Quick Ratio: 2.6

Asset Split ?

Listed activities

Environment/Conservation/Heritage
General Charitable Purposes
Other Charitable Purposes

How it operates

Makes Grants to Organisations
Other charitable activities

Where it operates

Romania, Throughout England And Wales,

Who it helps

Other Charities Or Voluntary Bodies
The General Public/Mankind

Who works here?

18 employees

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations

Amount	When Months	To be used for
The Linbury Trust - Coronation Food Project - Kings Charless lll
£300,000	13/12/2023	A grant over three years to support the Coronation Food Project, a grants programme that aims to inspire, empower and enable local community action on reducing food waste, food poverty and ....more A grant over three years to support the Coronation Food Project, a grants programme that aims to inspire, empower and enable local community action on reducing food waste, food poverty and insecurity.
J J Charitable Trust - To subsidise 15 places from the 2023 cohort, for delegates from public sector, emerging marke
£50,000	30/09/2022	To subsidise 15 places from the 2023 cohort, for delegates from public sector, emerging markets, and SMEs
Mark Leonard Trust - to host a dinner in February 2017
£5,000	12/10/2016	Towards an event with regulators to discuss financial risks associated with climate change.
J J Charitable Trust - to host a dinner in February 2017
£5,000	12/10/2016	Towards an event with regulators to discuss financial risks associated with climate change.

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (7)

Current Trustees appointed

Gender Split

Based on 6/7 persons

Age Range of Trustees: 50-68

BARONESS LOUISE CASEY OF BLACKSTOCK DBE CB Appointed: 2018

COLLEEN HARRIS MVO, DL Appointed: 2023, Occupation: Pr And Communications Consultant, Other trusteeship: ST. GEORGE'S HOUSE TRUST (WINDSOR CASTLE),

KRISTIN RECHBERGER Appointed: 2020, Occupation: Chief Executive

RANAN DASGUPTA Appointed: 2024, Occupation: Surgeon

SIR IAN MICHAEL CHESHIRE (Chair) Appointed: 2016, Occupation: Chairman, Other trusteeships: INSTITUTE FOR GOVERNMENT, FFCC LIMITED,

SIR KENNETH APHUNEZI OLISA OBE Appointed: 2021

THE HONOURABLE MRS SARAH JANE BUTLER-SLOSS Appointed: 2020, Occupation: Chair Person

Legal constitution

Charitable company registered in England & Wales on 22/12/2008, number: 1127255
Registered at Companies House on 19/12/2008, number: 06777589

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

Bullying and harassment policy and procedures
Complaints handling
Complaints policy and procedures
Conflicting interests
Financial reserves policy and procedures
Internal charity financial controls policy and procedures
Internal risk management policy and procedures
Investing charity funds policy and procedures
Investment
Paying staff
Risk management
Safeguarding policy and procedures
Safeguarding vulnerable beneficiaries
Serious incident reporting policy and procedures
Social media policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

14 returns made; AR12: 0 days late,

Main office

3 Orchard Place
London
SW1H 0BF

Objectives

THE OBJECTS OF THE CHARITY ARE SUCH CHARITABLE PURPOSE OR PURPOSES AS THE TRUSTEES SHALL IN THEIR ABSOLUTE DISCRETION FROM TIME TO TIME THINK FIT.

Defined Area of Benefit:

NOT DEFINED.

Data Sources