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up-to-date

Data for financial year ending 31 December 2018

The Fidelity Uk Foundation

  • Income

    £2.5M

  • Spending

    £11.4M

  • Status

    Up-to-date

Charity no. 327899

Contact details

Public address

  • Oakhill House, 130 Tonbridge Road, Hildenborough, Tonbridge, Kent, TN11 9DZ

Aims & activities

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

What the charity 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

Who the charity helps

  • Children/young people
  • Elderly/old people
  • People with disabilities
  • Other charities or voluntary bodies

How the charity works

  • Makes grants to organisations

Income and Endowments:

£2.5M

* £-0.1M investment gains(losses)

Expenditure:

£11.4M

Assets and liabilities

  • £0.0K Own use assets
  • £252.6M Long term investments
  • £0.0K Defined benefit pension scheme asset or liability
  • £3.9M Other assets
  • £6.4M Total liabilities
Financial history
Compliance history

Charitable spending ratios

456%
0%
0%

Charitable objects

FOR SUCH PURPOSES RECOGNISED BY THE LAW OF ENGLAND AND WALES AS CHARITABLE AS THE TRUSTEES SHALL FROM TIME TO TIME SELECT.

Governing document

TRUST DEED DATED 13/07/1988 AS AMENDED BY DEED OF VARIATION DATED 14/12/2010 AND DEED OF VARIATION DATED 23/03/2011 as amended on 03 Dec 2015

Organisation type

Standard registration

Policies

Risk management
Investment
Conflicts of interest
  • 11 Trustees
  • 0 Employees
  • 0 Volunteers

Trustee board

Trustee Other trusteeships Charity status
Anthony Bolton None on record
Barry Bateman (Chair) None on record
Richard Millar None on record
John Owen Cmg Mbe None on record
Sanjeev Ramesh Gandhi None on record
Sally Walden None on record
Abigail Johnson None on record
Dr Malcolm Austin Rogers The Auckland Project Up-to-date
Tudor House Broadway Trust Up-to-date
Watts Gallery Up-to-date
Elizabeth Bishop Johnson None on record
Peter Dean Goldsbrough None on record
Edward C Johnson Iv None on record

Areas of operation

List of regions

  • Scotland
  • Throughout England And Wales