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.
Objects
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.
Financial health, per its FY2025 accounts
The accounts state that unrestricted funds decreased from £889,412 to £838,257 due to a net expenditure of £51,155, which exceeded investment income of £27,417. The trustees report adequate resources for the foreseeable future and maintain a policy of retaining sufficient funds to sustain future grant-making capacity.
What the accounts disclose
“It is the policy of the Trustees to retain a fund of sufficient value to maintain adequate grant making capacity for the future.” — page 5
Policies the charity declares
- Complaints handling
- Conflicting interests
- Financial reserves policy and procedures
- Internal charity financial controls policy and procedures
- Internal risk management policy and procedures
- Investment
- Risk management
- Trustee conflicts of interest policy and procedures
Trustees
- Barbara Arnold
- Dr PATRICIA MORISON
- Elizabeth Rantzen
- JENNIFER MARSHA WINGATE
- ROBERT BOAS
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £27k | £89k |
| 31/03/2024 | £22k | £91k |
| 31/03/2023 | £15k | £99k |
| 31/03/2022 | £9k | £93k |
| 31/03/2021 | £4k | £113k |
Common questions
Is THE FIDELIO CHARITABLE TRUST financially healthy?
Per its FY2025 accounts: The accounts state that unrestricted funds decreased from £889,412 to £838,257 due to a net expenditure of £51,155, which exceeded investment income of £27,417. The trustees report adequate resources for the foreseeable future and maintain a policy of retaining sufficient funds to sustain future grant-making capacity. Its FY2025 accounts were independently examined.