Finance Score: 0

Governance Score: -1

Support Score: 0

No PartB

Mainly male board: -1

No supporters identified

Overall GiG Score: -1

GERALD FINZI TRUST

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.

Analysis by Giving is Great

Positives:

There have been no material income shortfalls in recent years

Regulatory & Governance issues to consider:

One or more trustees receive payments or benefits from the charity for providing services to the charity
The Board is predominantly male

Financial issues to consider:

A PartB annual return has not been required and so detailed financial information is not available from the online data

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		£149	£108	£41	n/a	n/a	n/a	n/a	n/a
31/03/22		£141	£146	£-5	n/a	n/a	n/a	n/a	n/a
31/03/21		£122	£117	£5	n/a	n/a	n/a	n/a	n/a
31/03/20		£139	£249	£-110	n/a	n/a	n/a	n/a	n/a
31/03/19		£129	£67	£63	n/a	n/a	n/a	n/a	n/a
31/03/18	*	£76	£63	£14	£0	£0	£0	n/a	0
31/03/17		£876	£83	£793	£0	£915	£923	133.2	0
31/03/16	*	£85	£144	£-59	£0	£0	£0	n/a	0
31/03/15		£68	£69	£-1	£0	£0	£0	n/a	0
31/03/14	*	£66	£65	£1	£0	£0	£0	n/a	0
31/03/13	*	£66	£56	£10	£0	£0	£0	n/a	0
31/03/12		£58	£44	£13	£0	£0	£0	n/a	0
31/03/11		£70	£59	£11	£0	£0	£0	n/a	0
31/03/10	*	£93	£52	£41	£0	£0	£0	n/a	0
31/03/09		£89	£72	£17	£0	£0	£0	n/a	0
31/03/08		£66	£69	£-3	£0	£0	£0	n/a	0
31/03/07	*	£62	£74	£-13	£0	£0	£0	n/a	0
31/03/06	*	£59	£78	£-19	£0	£0	£0	n/a	0
31/03/05	*	£40	£100	£-60	£0	£0	£0	n/a	0
31/03/04	*	£76	£44	£31	£0	£0	£0	n/a	0

Show more rows -->

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Download accounts

Highest pay bracket: less than £60,000

Established: 54 years

www.geraldfinzi.org

admin@geraldfinzi.org

0300 012 0241

Charity Commission for England and Wales

Tweets

Listed activities

Arts/Culture/Heritage/Science
Education/Training

GiG Classification

Performing and visual arts

How it operates

Makes Grants to Individuals
Makes Grants to Organisations
Sponsors or undertakes research

Where it operates

Throughout England And Wales,

Who it helps

Children/Young People
Other Charities Or Voluntary Bodies
The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)

Gender Split

CHRISTIAN ALEXANDER

JONATHAN PAUL JAMES Appointed: 2020

ORLANDO FINZI Appointed: 2012

SARA GARCIA ASCENSO Appointed: 2019

ALEXANDER ROBERT PATTERSON Appointed: 2016, Other trusteeship: BINNS ORGAN TRUST,

ANDREW DAVID HAITLY BURN, Other trusteeship: THE BLISS TRUST,

IAIN NORMAN BURNSIDE Appointed: 2019, Other trusteeships: GRANGE PARK OPERA, LUDLOW SONG,

MRS ELIZABETH POOLEY Appointed: 2014, Other trusteeships: THE BLISS TRUST, BENJAMIN ARCHER FOUNDATION,

PAUL SPICER, Other trusteeships: THE ST MARY'S TYNE DOCK SCHULZE ORGAN TRUST, THE SIR GEORGE DYSON TRUST, THE CATHEDRAL CHURCH OF SAINT MARY AND SAINT CHAD IN LICHFIELD,

STUART MARTIN RITCHIE, Other trusteeships: THE OLDHURST TRUST, THE BAR CHORAL SOCIETY,

Legal constitution

Charity registered in England & Wales on 22/06/1970, number: 313047

Gift Aid

Registered with HMRC for Gift Aid

Policies in force

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

Filing Record

20 returns made; AR18: 154 days late, AR16: 1 days late, AR14: 2 days late, AR13: 1 days late, AR10: 10 days late, AR07: 76 days late, AR06: 86 days late, AR05: 136 days late, AR04: 1 days late,

Main office

PO Box 79200
London
SW6 9RG

Objectives

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.

Defined Area of Benefit:

NOT DEFINED.

Data Sources