The Fidelity UK Foundation
The Foundation makes grants to registered charities and organisations of charitable status for charitable purposes, as recognised by the law of England and Wales.
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.
Areas of Operation
Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.
Country
Region
Financial Information
Financial Efficiency
Higher than 55% of UK Charitable activities charities with income over £10M (sample: 222). How is this calculated?
Higher than 100% of UK Charitable activities charities with income over £10M. How is this calculated?
Lower overhead than 65% of UK Charitable activities charities with income over £10M. (Lower overhead is generally read as more efficient.) How is this calculated?
Latest Financial Breakdown
Income Sources
Expenditure Categories
Financial Trend
Annual Returns
As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2024.
One or more years show a significant change in income (over ±100%) compared with the prior year. This usually reflects a merger, transfer of activities, restated accounts, or a one-off legacy — not necessarily a real change in operating scale. See the methodology for context.
| 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
Frequently asked questions about The Fidelity UK Foundation
What does The Fidelity UK Foundation do?
The Foundation makes grants to registered charities and organisations of charitable status for charitable purposes, as recognised by the law of England and Wales.
How much income did The Fidelity UK Foundation report in 2024?
The Fidelity UK Foundation reported total income of £16.54m and reported expenditure of £15.56m for the financial year ending 2024, based on the most recent annual return filed with the Charity Commission.
How efficient is The Fidelity UK Foundation?
The Fidelity UK Foundation has a program ratio of 94.1%, meaning that share of its income goes directly to charitable activities. This is higher than 55% of UK Charitable activities charities with income over £10M (sample of 222 charities). See our methodology for how this is calculated.
When was The Fidelity UK Foundation registered as a charity?
The Fidelity UK Foundation was registered with the Charity Commission for England and Wales on 12 August 1988 as charity number 327899. It has been registered for 38 years.
Who runs The Fidelity UK Foundation?
The Fidelity UK Foundation is governed by a board of 8 trustees. The chair of trustees is Edward C Johnson IV. Trustees are legally responsible for the charity's governance and are listed in full on its profile.
Where does The Fidelity UK Foundation operate?
The Fidelity UK Foundation operates across 2 areas: Scotland and England And Wales.
Is The Fidelity UK Foundation a registered charity?
Yes — The Fidelity UK Foundation is a registered charity in England and Wales, charity number 327899.
Details
Millfield Lane
Lower Kingswood
Tadworth
Surrey
KT20 6RP
Registry Information
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Major UK charities in the same primary sector, drawn from the curated priority cohort.
Trustees
Also governs 1 other charity
Sectors & Classifications
Data & trust
- Register data refreshed
- 14 May 2026
- Methodology
- How metrics are calculated