The Fidelity UK Foundation

The Fidelity UK Foundation is an independent grant-making charity registered with the Charity Commission for England and Wales, operating under the charity number 327899. Established in 1988, it is supported by Fidelity International and focuses on enhancing the capacity of UK-focused non-profit organisations to improve their efficiency, sustainability, and impact.

Activities

The Foundation primarily makes grants to registered charities and organisations of charitable status to fund projects that align with its four priority programme areas:

• Enabling disadvantaged children and young people: Supporting initiatives that help this demographic achieve their full potential.
• Health and wellbeing: Fostering projects that promote health and wellbeing across communities.
• Arts, culture, and heritage: Encouraging preservation and development in these areas.
• Environmental conservation: Promoting sustainable practices and conservation efforts.

Grant Making Strategy

The Foundation aims to strengthen the long-term impact and sustainability of charitable organisations by focusing on capacity building. This includes funding for organisational development, leadership training, improving impact measurement, leveraging technology, enhancing efficiency, supporting growth, and ensuring financial sustainability. The Foundation typically supports organisations with annual budgets exceeding £1 million, preferring those with regional or national reach. Additionally, it supports field-building organisations that offer capacity-building programs benefiting multiple charities across its priority areas.

Financial Overview

The Foundation's financial activities are substantial, with a total income of over £8.5 million in the financial year ending December 2023, primarily derived from donations and investments. The expenditure is predominantly directed towards charitable activities, with over £13.8 million allocated for this purpose during the same period.

[1] https://register-of-charities.charitycommission.gov.uk/charity-details/?regid=327899&subid=0 [2] https://filfoundations.fidelityinternational.com [3] https://register-of-charities.charitycommission.gov.uk/en/charity-search/-/charity-details/327899/contact-information [4] https://www.totalgiving.co.uk/charity/the-fidelity-uk-foundation [5] https://www.charitychoice.co.uk/the-fidelity-uk-foundation-130083