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.
Financial health, per its FY2025 accounts
The accounts state that the charity holds total reserves of £1,877,344, with free unrestricted reserves of £198,788. The trustees note that copyright income will expire in 2026 and have established a Copyright Reserve to generate future income, while limiting general grants until 2026. The independent examiner confirmed that no material matters came to their attention regarding the accounts.
What the accounts disclose
“Income from performing rights for the year totalled £49,968 (2024 - £40,088).”
“The Trust’s previous policy was to accumulate free reserves at a rate of £30,000 per year.” — page 5
“During the year financial support of £2,850 (2024 - £800) was pledged to the Ludlow Festival of English Song (creative director Iain Burnside).” — page 15
“During the year a grant of £1,982 (2024 - £2,000) was given to Changing Tunes, Jonathan James was also a Trustee of Changing Tunes but no conflict of interest arises.” — page 15
“During the year financial support of £2,850 (2024 - £800) was pledged to the Ludlow Festival of English Song (creative director Iain Burnside).” — page 15
“During the year a grant of £1,982 (2024 - £2,000) was given to Changing Tunes, Jonathan James was also a Trustee of Changing Tunes but no conflict of interest arises.” — page 15
“During the year financial support of £2,850 (2024 - £800) was pledged to the Ludlow Festival of English Song (creative director Iain Burnside).” — page 15
“During the year a grant of £1,982 (2024 - £2,000) was given to Changing Tunes, Jonathan James was also a Trustee of Changing Tunes but no conflict of interest arises.” — page 15
Register events
- Received assets from another charity (10/08/2015)
Trustees
- ALEXANDER ROBERT PATTERSON
- ANDREW DAVID HAITLY BURN
- CHRISTIAN ALEXANDER
- Caroline Jane Lane Besterman
- IAIN NORMAN BURNSIDE
- Jonathan Paul James
- MRS ELIZABETH POOLEY
- ORLANDO FINZI
- Paul Spicer
- SARA GARCIA ASCENSO
- Stuart Martin Ritchie
Income and spending
| Financial year end | Income | Spending |
|---|---|---|
| 31/03/2025 | £156k | £88k |
| 31/03/2024 | £146k | £83k |
| 31/03/2023 | £149k | £108k |
| 31/03/2022 | £141k | £146k |
| 31/03/2021 | £122k | £117k |
Common questions
Is GERALD FINZI TRUST financially healthy?
Per its FY2025 accounts: The accounts state that the charity holds total reserves of £1,877,344, with free unrestricted reserves of £198,788. The trustees note that copyright income will expire in 2026 and have established a Copyright Reserve to generate future income, while limiting general grants until 2026. The independent examiner confirmed that no material matters came to their attention regarding the accounts. Its FY2025 accounts were independently examined.
Who funds GERALD FINZI TRUST?
Funders whose own accounts filings name GERALD FINZI TRUST as a grant recipient include THE BOLTINI TRUST.
Known funders
| Funder | Year | Amount | Purpose (as stated by the funder) |
|---|---|---|---|
| THE BOLTINI TRUST | FY2023 | £100k | Music |
| THE BOLTINI TRUST | FY2024 | £11k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| DR RADCLIFFE'S TRUST | 3 | £12k |
| THE MARCHUS TRUST | 2 | £10k |
| THE JOHN THAW FOUNDATION | 2 | £5k |
| THE GOLSONCOTT FOUNDATION | 2 | £4k |
| THE GLOUCESTERSHIRE ASSOCIATION FOR DISABILITY | 1 | — |
| THE KARLSSON JATIVA CHARITABLE FOUNDATION | 1 | £993k |
| BARNWOOD TRUST | 1 | £343k |
| THE PRUDENCE TRUST | 1 | £264k |
Charities like this
- GABRIELI
- I FAGIOLINI CHARITABLE TRUST
- EARLY MUSIC AS EDUCATION
- COUNTESS OF MUNSTER MUSICAL TRUST
- HUMPHREY RICHARDSON TAYLOR CHARITABLE TRUST
- THE JULIAN BREAM TRUST
Side by side with its peers
| Charity | Income | Top pay band | Staff >£60k | Reserves vs policy | Fundraising cost | Going concern |
|---|---|---|---|---|---|---|
| GERALD FINZI TRUST | £156k | — | 0 | above | — | no doubt |
| GABRIELI | £994k | — | 0 | unclear | — | no doubt |
| I FAGIOLINI CHARITABLE TRUST | £260k | — | 0 | unclear | — | no doubt |
| EARLY MUSIC AS EDUCATION | £137k | — | 0 | within | — | no doubt |
| COUNTESS OF MUNSTER MUSICAL TRUST | £202k | — | 0 | above | — | no doubt |
| HUMPHREY RICHARDSON TAYLOR CHARITABLE TRUST | £638k | — | 0 | unclear | — | no doubt |