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the fidelity uk foundation

The charity supports children and young people, elderly people, people with disabilities, other charities or voluntary bodies, and the general public. The Fidelity UK Foundation is a registered charity whose purpose is education and training. It delivers its work by making grants to organisations. The charity is based in Surrey and operates in England And Wales and Scotland.


This page summarises publicly available information about the charity, including its activities, beneficiaries, and registration details, based on official records.

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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.

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 YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024£16,544,680£15,562,993£15,560,923£348,611,887£00 / 0
2023£17,490,462£13,827,400£13,825,531£335,895,085£00 / 0
2022£6,889,351£10,943,120£10,940,774£330,381,671£00 / 0
2021£11,987,748£12,952,225£12,951,011£336,859,601£00 / 0
2020£9,589,688£9,733,256£9,728,246£288,028,883£00 / 0

Staff column shows: Employees / Volunteers