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Organisation record

The Fidelity UK Foundation

A Registered Charity based in England

This organisation's identifier is GB-CHC-327899 .
What is an organisation identifier?

An organisation identifier is a unique piece of text that definitively identifies an organisation.

Examples include charity numbers and company numbers.

Identifiers are usually assigned by an external body like a regulator.

Findthatcharity uses the Org ID scheme to create identifiers.

GB-CHC gives the scheme for this identifier (Charity Commission), while 327899 is the identifier for this organisation within the scheme.

Description

The Foundation makes grants to registered charities and organisations of charitable status for charitable purposes, as recognised by the law of England and Wales.

Also known as

  • The Fidelity UK Foundation

CCEW Charity number

327899

Registered

Postcode

KT20 6RP

Website

fidelityukfoundation.com

Domain

fil.com

Latest income

£6,889,351 (on )

This organisation record is based on data from Registered charities in England and Wales published by Charity Commission for England and Wales.

The Fidelity UK Foundation

GB-CHC-327899

Locations

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Depending on the data source, location may describe the headquarters of the organisation rather than the area it operates in.

Areas of operation in the UK

Registered Office in the UK

The Fidelity UK Foundation

GB-CHC-327899

Themes and activities

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This organisation has been classified using different categories:

International Classification of Non-profit and Third Sector Organizations (ICNP/TSO)

ICNP/TSO categories have been automatically assigned from a machine learning model, as part of the UK Charity Classification project.

  • Grant-making foundations H10

UK Charity Activity Tags

These tags are taken from a project to classify all UK charities using a common set of tags. The tags are applied using keyword searching, so may be incorrect for particular cases.

Visit charityclassification.org.uk for more information on the project. If you have any feedback on the classification system or how it has been applied there is a form on the project homepage.

  • Charitable activities CA » Grant making CA200
  • Charitable activities CA » Grant making CA200 » Grants to organisations CA202
  • Charity and VCS support CV

Theme (CCEW)

  • Education/training 102
  • The Advancement Of Health Or Saving Of Lives 103
  • Disability 104
  • The Prevention Or Relief Of Poverty 105
  • Arts/culture/heritage/science 109
  • Environment/conservation/heritage 112
  • Economic/community Development/employment 113
  • Other Charitable Purposes 117

Beneficiaries (CCEW)

  • Children/young People 201
  • Elderly/old People 202
  • People With Disabilities 203
  • Other Charities Or Voluntary Bodies 205
  • The General Public/mankind 207

Activities (CCEW)

  • Makes Grants To Organisations 302

Scale of operation

  • National

The Fidelity UK Foundation

GB-CHC-327899

Charity financial history

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Year ending Income (£) Spending (£)
1988-08-12 Registered as a charity
2004-12-31 10,557,313 1,080,328
2005-12-31 14,585,565 2,299,942
2006-12-31 11,893,199 3,377,846
2007-12-31 12,819,387 4,034,913
2008-12-31 7,055,682 4,492,558
2009-12-31 5,444,925 3,826,731
2010-12-31 4,367,594 4,579,368
2011-12-31 4,891,930 4,698,510
2012-12-31 6,670,397 5,253,574
2013-12-31 5,787,053 5,616,236
2014-12-31 6,866,884 5,677,767
2015-12-31 5,193,261 6,941,349
2016-12-31 7,534,482 7,695,160
2017-12-31 8,008,767 8,359,990
2018-12-31 2,501,121 11,422,764
2019-12-31 13,643,143 11,748,539
2020-12-31 9,589,688 9,733,256
2021-12-31 11,987,748 12,952,225
2022-12-31 6,889,351 10,943,120
Income and Spending
Funds and Reserves

Data on funds and reserves are only available for financial years where the charity's income was more than £500,000.

The Fidelity UK Foundation

GB-CHC-327899

Charity people

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2022
£
2021
£
Employees - -
Employees paid more than £60,000 - -
Volunteers - -
Trustees 10
Employees
Volunteers

Data on employees is only available for financial years where the charity's income was more than £500,000.

The Fidelity UK Foundation

GB-CHC-327899

Statement of Financial Activities

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Statement of financial activities for year ended .

Based on information provided to the Charity Commission for England and Wales in the charity's annual return. This may not exactly match the figures and categories supplied in the charity's annual accounts.

2022
£m
2021
£m
Incoming resources
Donations and other voluntary income 3.4 4.0
Legacies - -
Endowments 0.7 -
Donations and legacies 4.1 4.0
Income from charitable activities - -
Income from other trading activities - -
Income from investments 2.8 2.6
Other income - 5.3
Total 6.9 12.0
Expenditure
Investment management - 0.0
Other spending on raising funds 0.0 -
Spending on raising funds 0.0 0.0
Grants to institutions 10.1 12.2
Other charitable activities 0.8 0.7
Charitable activities 10.9 13.0
Other spending - -
Total 10.9 13.0
Net income / (expenditure) (4.1) (1.0)

The Fidelity UK Foundation

GB-CHC-327899

Balance sheet

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Balance sheet at .

Based on information provided to the Charity Commission for England and Wales in the charity's annual return. This may not exactly match the figures and categories supplied in the charity's annual accounts.

2022
£m
2021
£m
Fixed assets
Tangible and intangible assets - -
Investment assets 336.5 338.7
336.5 338.7
Current assets
Current investment assets - -
Cash 5.0 7.5
Other current assets 0.7 0.6
5.7 8.1
Creditors
Amounts falling due within one year (8.8) (8.0)
Net current assets (3.2) 0.1
Total assets less current liabilities 333.3 338.8
Creditors
Amounts falling due after one year (3.0) (2.0)
Net assets 330.4 336.9
Funds
Endowment funds 336.4 338.8
Restricted funds 0.6 0.6
Unrestricted funds (6.6) (2.5)
330.4 336.9

The Fidelity UK Foundation

GB-CHC-327899

Income from government

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According to data returned to the Charity Commission, this charity did not receive income from government grants or contracts in 2022 (the latest year with data available) or 2021.

The Fidelity UK Foundation

GB-CHC-327899

Data sources

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Charity Commission for England and Wales

Registered charities in England and Wales

Data download service provided by the Charity Commission

Last fetched from source: 2024-03-29

Open Government Licence v2.0 | Access data | Download data (zip)

Source for records: