THE FIDELITY UK FOUNDATION
Activities
As described by the charity on the register
The Foundation makes grants to registered charities and organisations of charitable status for charitable purposes, as recognised by the law of England and Wales.
Latest income
£16.5m
Expenditure
£15.6m
Financial year end
2024-12-31
Income & spending history
As reported to the Charity Commission, by financial year end
| Year end | Income | Expenditure | |
|---|---|---|---|
| 2020-12-31 | £9.6m | £9.7m | |
| 2021-12-31 | £12.0m | £13.0m | |
| 2022-12-31 | £6.9m | £10.9m | |
| 2023-12-31 | £17.5m | £13.8m | |
| 2024-12-31 | £16.5m | £15.6m |
Latest detailed return
Year end 2024-12-31
Income mix
| Donations & legacies | £6.2m |
| Charitable activities | £0 |
| Trading | £0 |
| Investment income | £3.9m |
| Total income | £16.5m |
Spending
| Charitable spend | £15.6m |
| Raising funds | £2k |
| Grants to institutions | £14.8m |
| Governance | £225k |
| Total expenditure | £15.6m |
Balance sheet
| Reserves | £0 |
| Total funds | £349m |
| — restricted | £385k |
| — unrestricted | -£1.7m |
| — endowment | £350m |
| Total assets | £349m |
| Cash | £17.2m |
People
| Employees | 0 |
Classification
The charity's own register classification
What it does
- Education/training
- The Advancement Of Health Or Saving Of Lives
- Disability
- The Prevention Or Relief Of Poverty
- Arts/culture/heritage/science
- Environment/conservation/heritage
- Economic/community Development/employment
- Other Charitable Purposes
Who it helps
- Children/young People
- Elderly/old People
- People With Disabilities
- Other Charities Or Voluntary Bodies
- The General Public/mankind
How it works
- Makes Grants To Organisations
Source: Charity Commission for England and Wales register, 2026-07-28. Detailed figures as filed in the charity's annual return. Contains public sector information licensed under the Open Government Licence v3.0.