GERALD FINZI TRUST — Charity Commission profile

01 Identity

Registration and reporting

Registration status: Registered
Reporting status: Submission Received
Charity type: Trust
Registered: 22 June 1970
Removed: Not supplied
Financial period: 1 April 2024 – 31 March 2025
Latest income: £155,736
Latest expenditure: £87,733
Gift Aid: Yes
Owns or uses land: No
In administration: No
Insolvent: No
CIO: No

Public contact address: PO Box 79200, London, SW6 9RG

Website recorded by the regulator: www.geraldfinzi.org (displayed as text)

02 Activities

What the charity does

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.

03 Official extract

Charity Annual Return History

Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Cycle Reference: AR25
Reporting Due Date: 31 January 2026
Date Annual Return Received: 27 January 2026
Date Accounts Received: 27 January 2026
Total Gross Income: £155,736
Total Gross Expenditure: £87,733

Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Cycle Reference: AR24
Reporting Due Date: 31 January 2025
Date Annual Return Received: 23 January 2025
Date Accounts Received: 23 January 2025
Total Gross Income: £145,943
Total Gross Expenditure: £83,046

Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Cycle Reference: AR23
Reporting Due Date: 31 January 2024
Date Annual Return Received: 31 January 2024
Date Accounts Received: 31 January 2024
Total Gross Income: £149,315
Total Gross Expenditure: £107,954

Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Cycle Reference: AR22
Reporting Due Date: 31 January 2023
Date Annual Return Received: 31 January 2023
Date Accounts Received: 31 January 2023
Total Gross Income: £141,040
Total Gross Expenditure: £146,036

Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Cycle Reference: AR21
Reporting Due Date: 31 January 2022
Date Annual Return Received: 25 January 2022
Date Accounts Received: 25 January 2022
Total Gross Income: £122,084
Total Gross Expenditure: £116,763

04 Official extract

Charity Annual Return Parta

Latest Fin Period Submitted Ind: Yes
Fin Period Order Number: 1
Ar Cycle Reference: AR25
Fin Period Start Date: 1 April 2024
Fin Period End Date: 31 March 2025
Ar Due Date: 31 January 2026
Ar Received Date: 27 January 2026
Total Gross Income: £155,736
Total Gross Expenditure: £87,733
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 1

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 2
Ar Cycle Reference: AR24
Fin Period Start Date: 1 April 2023
Fin Period End Date: 31 March 2024
Ar Due Date: 31 January 2025
Ar Received Date: 23 January 2025
Total Gross Income: £145,943
Total Gross Expenditure: £83,046
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 1

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 3
Ar Cycle Reference: AR23
Fin Period Start Date: 1 April 2022
Fin Period End Date: 31 March 2023
Ar Due Date: 31 January 2024
Ar Received Date: 31 January 2024
Total Gross Income: £149,315
Total Gross Expenditure: £107,954
Grant Making Is Main Activity: Yes
Count Govt Contracts: 0
Count Govt Grants: £0
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 4
Ar Cycle Reference: AR22
Fin Period Start Date: 1 April 2021
Fin Period End Date: 31 March 2022
Ar Due Date: 31 January 2023
Ar Received Date: 31 January 2023
Total Gross Income: £141,040
Total Gross Expenditure: £146,036
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

Latest Fin Period Submitted Ind: No
Fin Period Order Number: 5
Ar Cycle Reference: AR21
Fin Period Start Date: 1 April 2020
Fin Period End Date: 31 March 2021
Ar Due Date: 31 January 2022
Ar Received Date: 25 January 2022
Total Gross Income: £122,084
Total Gross Expenditure: £116,763
Charity Raises Funds From Public: No
Grant Making Is Main Activity: Yes
Charity Receives Govt Funding Contracts: No
Charity Receives Govt Funding Grants: No
Charity Has Trading Subsidiary: No
Does Trustee Receive Any Benefit: Yes
Trustee Payments Acting As Trustee: No
Trustee Receives Payments Services: Yes
Trustee Receives Other Benefit: No
Trustee Resigned Employment: No
Employees Salary Over 60k: No
Count Volunteers: 0

05 Official extract

Charity Area Of Operation

Geographic Area Type: Region
Geographic Area Description: Throughout England And Wales
Welsh Ind: No

06 Official extract

Charity Classification

Classification Code: 201
Classification Type: Who
Classification Description: Children/young People

Classification Code: 205
Classification Type: Who
Classification Description: Other Charities Or Voluntary Bodies

Classification Code: 301
Classification Type: How
Classification Description: Makes Grants To Individuals

Classification Code: 102
Classification Type: What
Classification Description: Education/training

Classification Code: 109
Classification Type: What
Classification Description: Arts/culture/heritage/science

Classification Code: 207
Classification Type: Who
Classification Description: The General Public/mankind

Classification Code: 308
Classification Type: How
Classification Description: Sponsors Or Undertakes Research

Classification Code: 302
Classification Type: How
Classification Description: Makes Grants To Organisations

07 Official extract

Charity Event History

Charity Name: GERALD FINZI TRUST
Charity Event Order: 1
Event Type: Standard registration
Date Of Event: 1970-06-22T00:00:00

Charity Name: GERALD FINZI TRUST
Charity Event Order: 2
Event Type: Asset transfer in
Date Of Event: 2015-08-10T00:00:00
Reason: Transfer of funds
Assoc Organisation Number: 1018231
Assoc Registered Charity Number: 1018231
Assoc Charity Name: KENNETH LEIGHTON TRUST

08 Official extract

Charity Governing Document

Governing Document Description: TRUST DEED DATED 13TH AUGUST 1969AS AMENDED ON 04 MAR 2019AS AMENDED ON 19 SEP 2022
Charitable Objects: 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.
Area Of Benefit: NOT DEFINED.

09 Official extract

Charity Policy

Policy Name: Trustee expenses policy and procedures

Policy Name: Risk management

Policy Name: Paying staff

Policy Name: Investing charity funds policy and procedures

Policy Name: Internal risk management policy and procedures

Policy Name: Investment

Policy Name: Trustee conflicts of interest policy and procedures

Policy Name: Conflicting interests

Policy Name: Financial reserves policy and procedures