THE FIDELITY UK FOUNDATION

Registered charity 327899 · accounts filings on the Charity Commission 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.

Causes: Education/training · The Advancement Of Health Or Saving Of Lives · Disability · The Prevention Or Relief Of Poverty · Arts/culture/heritage/science · Environment/conservation/heritage · Grant history (this charity is a funder) · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the Foundation remains in a sound financial position with net assets increasing by 11.3% to £388,038,573. The unrestricted fund holds a deficit of £5,566,123, which the Trustees confirm can be funded by redemptions from the endowment. The Trustees and auditors report no material uncertainties regarding the Foundation's ability to continue as a going concern.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by PricewaterhouseCoopers LLP. Discloses 5 of 6 completeness components.

Leadership, per the charity’s website

• Lenka Setkova — Chief Executive (source)

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Funders the charity credits

Named as funders/supporters on the charity’s own website (the charity’s claim, distinct from accounts-verified grants).

• Fidelity International — “Established in 1988, the Fidelity UK Foundation is an independent charitable organisation that is proudly supported by Fidelity Internationa…” (source page)

Structured financials (annual return, FY ending 31/12/2025)

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 4.6 months; benchmarks).

Per its annual return, largest income source: Investments (45% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.0% of total income — below the median for charities its size (3.8%) (benchmarks).

Trustees · trustee networks

• ANTHONY BOLTONchair
• ABIGAIL JOHNSON
• Dr Linda Yueh CBE
• Dr Malcolm Austin Rogers · trustee of 1 other charity
• Edward C Johnson IV
• Elizabeth L Johnson
• Peter Dean Goldsbrough
• SALLY WALDEN

Trustee list from the Charity Commission register (current, not historical).

Operates in: Scotland · Throughout England And Wales

Income and spending

Common questions

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE FYRISH FOUNDATION.

• THE FYRISH FOUNDATION income £1.2m
• THE WOLFSON FOUNDATION income £26.9m
• THE RACING FOUNDATION income £1.2m
• THE LANCASHIRE FOUNDATION income £956k
• THE BLAKEY FOUNDATION income £271k
• DENISE COATES FOUNDATION income £144.0m

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.