The Fidelity UK Foundation

Analysis

The Fidelity UK Foundation is a registered charity in England and Wales, based in Surrey. It was registered in August 1988, 38 years ago. Its declared purposes cover education/training, the advancement of health or saving of lives, disability and the prevention or relief of poverty, which this site groups under health and saving lives. Legally it is a charitable trust. It says it makes grants to organisations.

In the financial year ending December 2025, The Fidelity UK Foundation reported income of £12.4m and spending of £16.3m, spending 132% of what it took in. Across the 5 years on record, from December 2021 to December 2025, income grew from £12.0m to £12.4m (+3.1%), an average of +0.8% a year. The sharpest change came in the year to December 2023, when income rose by 154%. Over the whole period it spent 106% of the income it received.

Among 24,651 England and Wales charities whose main cause is health and saving lives and that reported income, The Fidelity UK Foundation sits at the 98th percentile: it is larger than about 98% of them. Against every charity in England and Wales with reported income it ranks in the 99th percentile. Charities of a similar size with the same main cause include Yorkshire Air Ambulance Limited (£12.3m), Weldmar Hospicecare (£12.4m) and East Midlands Crossroads-Caring for Carers (£12.3m).

In its latest detailed accounts, income came from investments 45% and donations and legacies 28%. Charitable activities took 98% of spending and raising funds 0.0%. Grants to other organisations totalled £16.0m.