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home >> charity search >> the fidelity uk foundation
Finance Score: -5
Governance Score: 3
Support Score: 0
  • Deficit on unrestricted reserves: -2
  • Volatile income: -3
  • Gender balanced board: +3
  • No supporters identified
Overall GiG Score: -2 ?

THE FIDELITY UK FOUNDATION 

The Foundation's aim is to work with organisations on strategic, transformational projects that have the potential to substantially increase the grantee's impact, reach, effectiveness, earned revenue, operational efficiency or long-term financial sustainability. The types of project we typically fund are as follows: CAPITAL IMPROVEMENTS Large-scale projects central to the overall growth and sustainability of the applicant, such as new construction, renovations, expansions, equipment and other initiatives that support the organisation’s strategic vision. TECHNOLOGY PROJECTS High-impact technology projects that can substantially increase an organisations efficiency, effectiveness and sustainability. Projects may include: the development of front and back office systems performance measurement systems on-line functionality staff training (ensuring appropriate allocation of training of staff to manage the system) financial accounting, inventory management, point-of-sale and other business systems. Please note that funding is not provided for replacement of dated IT hardware, routine system upgrades or ongoing website content. ORGANISATIONAL DEVELOPMENT Projects which seek to establish a new, transformational strategic path. This could include support for an initiative that helps a growing organisation achieve scale efficiencies, the development of a franchise model or helping charities to yield consolidation efficiencies through mergers PLANNING INITIATIVES Funding for expert/external consultants to develop strategic, business, technology and other types of plans.
Analysis by Giving is Great

Positives:

  • This charity has an endowment fund which generates most of its income
  • The Board appears to be well diversified in terms of gender

Financial issues to consider:

  • There was a deficit on unrestricted reserves of £6,558,937 at the last year end after deducting the value of own use assets
  • Income has been volatile recently


miles
Established: 36 years

www.fidelityukfoundation.com

foundation@fil.com

01732777364

Charity Commission for England and Wales
UN SDGs
?

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k		 Spending
£k		 Surplus/
Deficit		 Fundraising
Cost £k		 Total
Funds £k		 Unrestricted
Funds £k		 Mths
Rsrvs		 Staff Volun-
teers
31/12/22£6,889£10,943£-4,054£2£330,382£-6,559-7.200
31/12/21£11,988£12,952£-964£0£336,860£-2,504-2.300
31/12/20£9,590£9,733£-144£0£288,029£-1,666-2.100
31/12/19£13,643£11,749£1,895£0£272,462£-1,501-1.500
31/12/18£2,501£11,423£-8,922£0£250,194£-2,761-2.900
31/12/17£8,009£8,360£-351£0£259,227£2,081300
31/12/16£7,534£7,695£-161£0£232,991£2,4313.800
31/12/15£5,193£6,941£-1,748£162£194,478£2,5774.500
31/12/14£6,867£5,678£1,189£149£175,869£4,3179.100
31/12/13£5,787£5,616£171£157£154,202£3,1276.700
31/12/12£6,670£5,254£1,417£104£135,451£2,9576.800
31/12/11£4,892£4,699£193£100£121,138£1,5403.900
31/12/10£4,368£4,579£-212£94£119,917£1,3463.500
31/12/09£5,445£3,827£1,618£83£97,235£1,5504.900
31/12/08£7,056£4,493£2,563£84£82,649£1,9315.200
31/12/07£12,819£4,035£8,784£77£93,249£1,8225.440
31/12/06£11,893£3,378£8,515£0£0£0n/a00
31/12/05£14,586£2,300£12,286£0£0£0n/a00
31/12/04£10,557£1,080£9,477£0£0£0n/a00
Show more rows -->

Download accounts
Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 3%
Liabilities/Income: 171%
Unrestricted Funds/Total Funds: -2%
Reserves/Spending: -7.2 months
Net Current Assets/Spending: -3 months
Quick Ratio: 0.6
Asset Split ?
Listed activities
  • Arts/Culture/Heritage/Science
  • Disability
  • Economic/Community Development/Employment
  • Education/Training
  • Environment/Conservation/Heritage
  • Other Charitable Purposes
  • The Advancement Of Health Or Saving Of Lives
  • The Prevention Or Relief Of Poverty
How it operates
  • Makes Grants to Organisations
Where it operates
  • Scotland, Throughout England And Wales,
Who it helps
  • Children/Young People
  • Elderly/Old People
  • Other Charities Or Voluntary Bodies
  • People With Disabilities
  • The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (10)
Current Trustees appointed
Gender Split

Legal constitution
  • Charity registered in England & Wales on 12/08/1988, number: 327899
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Risk management
  • Safeguarding vulnerable beneficiaries
Filing Record
19 returns made; all on time
Main office

Beech Gate
Millfield Lane
Lower Kingswood
Tadworth
Surrey
KT20 6RP

Objectives

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

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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