GERALD FINZI TRUST

Charity number: 313047
Charity reporting is up to date (on time)

Charity overview

Activities - how the charity spends its money

The financing of: public performances of musical works (including operas and concerts); the copying or publication of music; the publication of books on music. The making of grants: to music festivals; to musicians and students of music to further their musical education. The founding of scholarships and prizes. The commissioning of new musical works and artworks related to music.

Income and expenditure

Data for financial year ending 31 March 2025

Total income: £155,736
Total expenditure: £87,733

People

11 Trustee(s)

1 Volunteer(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

One or more trustees receive payments or benefits from the charity for providing services to the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • Arts/culture/heritage/science
Who the charity helps:
  • Children/young People
  • Other Charities Or Voluntary Bodies
  • The General Public/mankind
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales

Governance

Registration history:
  • 22 June 1970: Standard registration
  • 10 August 2015: Funds received from 1018231 KENNETH LEIGHTON TRUST
Organisation type:
Trust
Other names:

No other names

Gift aid:
Recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Conflicting interests
  • Financial reserves policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Paying staff
  • Risk management
  • Trustee conflicts of interest policy and procedures
  • Trustee expenses policy and procedures
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

11 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
Caroline Jane Lane Besterman Trustee 31 March 2025
None on record
Jonathan Paul James Trustee 28 September 2020
None on record
IAIN NORMAN BURNSIDE Trustee 18 December 2019
GRANGE PARK OPERA
Received: On time
LUDLOW SONG
Received: On time
SARA GARCIA ASCENSO Trustee 18 December 2019
None on record
ALEXANDER ROBERT PATTERSON Trustee 20 December 2016
BINNS ORGAN TRUST
Received: On time
MRS ELIZABETH POOLEY Trustee 09 March 2014
THE BLISS TRUST
Received: On time
BENJAMIN ARCHER FOUNDATION
Received: On time
ORLANDO FINZI Trustee 04 January 2012
None on record
CHRISTIAN ALEXANDER Trustee
None on record
Paul Spicer Trustee
THE SIR GEORGE DYSON TRUST
Received: On time
THE ST MARY'S TYNE DOCK SCHULZE ORGAN TRUST
Received: On time
ANDREW DAVID HAITLY BURN Trustee
THE BLISS TRUST
Received: On time
Stuart Martin Ritchie Trustee
THE OLDHURST TRUST
Received: On time

Financial history

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Financial period end date

Income / Expenditure 31/03/2021 31/03/2022 31/03/2023 31/03/2024 31/03/2025
Total gross income £122.08k £141.04k £149.32k £145.94k £155.74k
Total expenditure £116.76k £146.04k £107.95k £83.05k £87.73k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 31 March 2025 27 January 2026 On time
Accounts and TAR 31 March 2025 27 January 2026 On time
Annual return 31 March 2024 23 January 2025 On time
Accounts and TAR 31 March 2024 23 January 2025 On time
Annual return 31 March 2023 31 January 2024 On time
Accounts and TAR 31 March 2023 31 January 2024 On time
Annual return 31 March 2022 31 January 2023 On time
Accounts and TAR 31 March 2022 31 January 2023 On time
Annual return 31 March 2021 25 January 2022 On time
Accounts and TAR 31 March 2021 25 January 2022 On time
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Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED 13TH AUGUST 1969 AS AMENDED ON 04 MAR 2019 AS AMENDED ON 19 SEP 2022

Charitable objects

TO ADVANCE THE EDUCATION AND IMPROVE THE ARTISTIC TASTE OF THE PUBLIC IN MUSIC BY THE FOLLOWING MEANS: (A) THE PROMOTION OF MUSIC AND MUSICIANS: IN PARTICULAR, BUT WITHOUT LIMITATION, BRITISH MUSIC INCLUDING THE NAME AND WORK OF GERALD FINZI (B) THE FINANCING AND PROMOTION OF PUBLIC PERFORMANCES OF MUSICAL WORKS (C) THE FINANCING OF THE RECORDING, COPYING OR PUBLICATION OF MUSIC AND PROMOTION OF SUCH WORKS; (D) THE COMMISSIONING AND FINANCING OF NEW MUSICAL WORKS AND PROMOTION OF SUCH WORKS (E) THE COMMISSIONING AND FINANCING OF THE PUBLICATION OF LITERARY OR ARTISTIC WORKS ON OR IN CONNECTION WITH MUSIC AND PROMOTION OF SUCH WORKS; (F) THE MAKING OF GRANTS; (G) THE GRANTING OF ASSISTANCE TO MUSICIANS AND STUDENTS OF MUSIC; (H) THE FOUNDING AND FINANCING OF FELLOWSHIPS, SCHOLARSHIPS AND PRIZES.

Area of benefit

The area the charity can operate in, as set out in its governing document.

NOT DEFINED.

Contact information

Address:
PO Box 79200
London
SW6 9RG
Phone:
0300 012 0241
Email:
admin@geraldfinzi.org
Website:

www.geraldfinzi.org Open in new window