Finance Score: 0

Governance Score: -1

Support Score: 0

Large legacies income: +2
Multiple Deficits: -2
No PartB

Mainly female board: -1

No supporters identified

Overall GiG Score: -1

THE FIDELIO CHARITABLE TRUST

The charity's objects are the advancement of education of the public in the arts and in particular in Music, including Opera, Lieder, Composition and Dance.The charity received funds from a family trust in May 2008 which has enabled the charity to solicit applications for grants and to make them.

Analysis by Giving is Great

Positives:

This charity has received more than half of its income from legacies in recent years

Regulatory & Governance issues to consider:

The Board is predominantly female

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data
On several occasions in recent years income has been less than spending

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	£15	£99	£-84	n/a	n/a	n/a	n/a	n/a
31/03/22	£9	£93	£-84	n/a	n/a	n/a	n/a	n/a
31/03/21	£4	£113	£-109	n/a	n/a	n/a	n/a	n/a
31/03/20	£506	£72	£435	£6	£1,121	£1,121	187.6	0
31/03/19	£7	£107	£-100	n/a	n/a	n/a	n/a	n/a
31/03/18	£8	£100	£-93	£0	£0	£0	n/a	0
31/03/17	£9	£113	£-103	£0	£0	£0	n/a	0
31/03/16	£10	£90	£-80	£0	£0	£0	n/a	0
31/03/15	£11	£115	£-104	£0	£0	£0	n/a	0
31/03/14	£14	£121	£-107	£0	£0	£0	n/a	0
31/03/13	£17	£109	£-92	£0	£0	£0	n/a	0
31/03/12	£75	£124	£-49	£0	£0	£0	n/a	0
31/03/11	£144	£121	£23	£0	£0	£0	n/a	0
31/03/10	£109	£79	£29	£0	£0	£0	n/a	0
31/03/09	£1,016	£60	£957	£24	£1,056	£1,056	212.5	0
31/03/08	£0	£0	£0	£0	£0	£0	n/a	0
31/03/07	£5	£4	£1	£0	£0	£0	n/a	0

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Highest pay bracket: less than £60,000

Established: 18 years

www.fideliocharitabletrust.org.uk

admin@fideliocharitabletrust.org.uk

020 8292 9975

Charity Commission for England and Wales

Listed activities

Arts/Culture/Heritage/Science

GiG Classification

Grant-making foundations

How it operates

Makes Grants to Individuals
Makes Grants to Organisations

Where it operates

Throughout England And Wales,

Who it helps

The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)

Gender Split

JENNIFER MARSHA WINGATE

BARBARA ARNOLD Appointed: 2018, Other trusteeships: THE HAROLD HYAM WINGATE FOUNDATION, THE SCOPS ARTS TRUST,

DR PATRICIA MORISON Appointed: 2018, Other trusteeship: THE JAMES AND LUCILLA JOLL CHARITABLE TRUST,

ELIZABETH RANTZEN Appointed: 2016, Other trusteeships: THE 29TH MAY 1961 CHARITY, REHEARSAL ORCHESTRA,

ROBERT BOAS, Occupation: Retired, Other trusteeships: AMSCORDI LIMITED, THE NATIONAL LIFE STORY COLLECTION, THE NICHOLAS BOAS CHARITABLE TRUST, THE LEOPOLD TRUST, HATFIELD HOUSE CHAMBER MUSIC FESTIVAL,

Legal constitution

Charity registered in England & Wales on 13/12/2005, number: 1112508

Gift Aid

NOT registered with HMRC for Gift Aid

Policies in force

Complaints handling
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
Risk management
Serious incident reporting policy and procedures
Trustee conflicts of interest policy and procedures
Trustee expenses policy and procedures

Filing Record

17 returns made; all on time

Main office

Brian Cook Associates
Marine House
151 Western Road
HAYWARDS HEATH
West Sussex
RH16 3LH

Objectives

2.2.1 THE ADVANCEMENT OF EDUCATION OF THE PUBLIC IN THE ARTS AND IN PARTICULAR IN THE DRAMATIC AND OPERATIC ARTS, MUSIC, SPEECH, DRAMA AND DANCE IN ALL THEIR BRANCHES AND TO FURTHER THE DEVELOPMENT OF THE PUBLIC APPRECIATION AND TASTE IN THE SAID ARTS; AND2.2.2 THE ASSISTANCE AND FURTHERANCE OF SUCH CHARITABLE INSTITUTIONS AND CHARITABLE PURPOSES AS THE TRUSTEES SHALL FROM TIME TO TIME DETERMINE BY DEVELOPING PUBLIC APPRECIATION OF THE ARTS AND BY IMPROVING PUBLIC ACCESS TO AND THE QUALITY OF THE ARTS; AND2.2.3 SUCH OTHER CHARITABLE PURPOSES WHICH ARE EXCLUSIVELY CHARITABLE ACCORDING TO THE LAW OF ENGLAND AND WALES AS THE TRUSTEES MAY FROM TIME TO TIME DETERMINE.

Defined Area of Benefit:

NOT DEFINED. IN PRACTICE WORLDWIDE.

Data Sources