the fidelity uk foundation
Activities & Mission
The Foundation makes grants to registered charities and organisations of charitable status for charitable purposes, as recognised by the law of England and Wales.
Fundraising
See where The Fidelity UK Foundation is active and find local fundraising opportunities.
Region
Country
Financial Information
Latest Income
£16,544,680
Latest Expenditure
£15,562,993
Financial Efficiency
Program Ratio 94.1%
% of income going directly to charitable activities
Overall Efficiency 100.0%
% of expenditure going to programs (vs overhead)
Administrative Ratio 1.5%
Overhead (fundraising + governance) as % of total expenditure
Latest Financial Breakdown
Income Sources
Donations & Legacies £6,219,751
Charitable Activities £0
Other Trading £0
Investments £3,880,462
Other Income £6,444,467
Expenditure Categories
Charitable Expenditure £15,560,923
Raising Funds £2,070
Governance £225,072
Grants to Institutions £14,786,660
Other Expenditure £0
Financial Trend
Annual Returns
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2024 | £16,544,680 | £15,562,993 | £15,560,923 | £348,611,887 | £0 | 0 / 0 |
| 2023 | £17,490,462 | £13,827,400 | £13,825,531 | £335,895,085 | £0 | 0 / 0 |
| 2022 | £6,889,351 | £10,943,120 | £10,940,774 | £330,381,671 | £0 | 0 / 0 |
| 2021 | £11,987,748 | £12,952,225 | £12,951,011 | £336,859,601 | £0 | 0 / 0 |
| 2020 | £9,589,688 | £9,733,256 | £9,728,246 | £288,028,883 | £0 | 0 / 0 |
Staff column shows: Employees / Volunteers
Details
Address
Beech Gate
Millfield Lane
Lower Kingswood
Tadworth
Surrey
KT20 6RP
Millfield Lane
Lower Kingswood
Tadworth
Surrey
KT20 6RP
Email
foundation@fil.comWebsite
www.fidelityukfoundation.comRegistration Date
12 August 1988
Status
Registered
Registry Information
Organisation Number
327899
Charity Number
327899
Trustees
ANTHONY BOLTON
SALLY WALDEN
ABIGAIL JOHNSON
Dr Malcolm Austin Rogers
Peter Dean Goldsbrough
Edward C Johnson IV
Dr Linda Yueh CBE
Elizabeth L Johnson