GERALD FINZI TRUST
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
“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?
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 |
|---|---|---|
| THE BOLTINI TRUST | FY2023 | £100k |
| THE BOLTINI TRUST | FY2024 | £11k |
Funders of similar charities
| Funder | Similar charities funded | Amount to them |
|---|---|---|
| THE THOMPSON FAMILY CHARITABLE TRUST | 1 | £250k |
| THE SACKLER TRUST | 1 | £50k |
| THE MAYFIELD VALLEY ARTS TRUST | 1 | £45k |
| OVINGDEAN HALL FOUNDATION | 1 | £6k |
| THE SIR JOHN RITBLAT FAMILY FOUNDATION | 1 | £5k |
| DR RADCLIFFE'S TRUST | 1 | £3k |