The Fidelity UK Foundation
Registered charity 327899 Registered since 1988
Operates: Throughout England And Wales, Scotland
Connected trustee network
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How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.iBoard compositionCounted from the dated Charity Commission trustee register: the current board only, past trustees excluded.
8 trustees on the board
- Anthony Bolton Chair since 1990
- Abigail Johnson since 2014
- Dr Linda Yueh CBE since 2024
- Dr Malcolm Austin Rogers since 2017
- Edward C Johnson IV since 2019
- Elizabeth L Johnson since 2024
- Peter Dean Goldsbrough since 2019
- Sally Walden since 2010
11.4y median 8y
average tenure
36y
longest tenure
Trustees past 6 years
- Anthony Bolton Chair since 1990
- Abigail Johnson since 2014
- Dr Malcolm Austin Rogers since 2017
- Edward C Johnson IV since 2019
- Peter Dean Goldsbrough since 2019
- Sally Walden since 2010
12.7y
average years in governance
First-time vs portfolio trustees
First-time (7)
- Anthony Bolton Chair since 1990
- Abigail Johnson since 2014
- Dr Linda Yueh CBE since 2024
- Edward C Johnson IV since 2019
- Elizabeth L Johnson since 2024
- Peter Dean Goldsbrough since 2019
- Sally Walden since 2010
Portfolio (1)
- Dr Malcolm Austin Rogers since 2017
2
company-linked trustees
Sector coverage iSector coverageThe charitable fields this board's trustees govern in elsewhere, by Charity Commission classification. Excludes this charity.
Education/training 8The Advancement Of Health Or Saving Of Lives 8Disability 7Arts/culture/heritage/science 1
Commercial experience iCommercial experienceThe industries this board's members are company directors in, by Companies House SIC code. Excludes this organisation's own company.
Arts and leisure 4Finance 1Professional services 1
Gaps to watch
- Several long-serving trustees could step down together
Succession forecast iSuccession forecastThe number of board seats likely to open in the next twelve months - summed across the board from each dated trustee’s tenure - and the profile worth recruiting next. From the filed record, deterministic.
🔒 Succession forecast is a Pro feature - the board seats likely to open in the next year and the ideal next trustee. Explore Pro →
Health of the organisation facts side by side - the conclusion is yours
Income v spending, filed accountsiIncome v spendingTotal gross income and expenditure from filed annual returns, Charity Commission, last 5 years.
incomespending£16.5m latest income · income exceeded spending in 2023 and 2024
ReservesiReserves12 x free reserves / annual expenditure, from the Part B annual return. The sector median is computed across all Part B filers in the same income band.
0.0 months of spending held in free reserves · median for charities its size: 3.7 months
0
EmployeesiEmployeesHeadcount as filed in Part B annual returns, per financial year. Shown exactly as filed; year-on-year figures may be filed on different bases, so a comparison is only shown when the filings are plausibly comparable.
Related organisations iRelated organisationsTwo groups, both deterministic from public records. Related organisations share two or more trustees with this board - a real structural link, such as a subsidiary or sister charity. Connected through a shared trustee share exactly one person - a genuine connection, but not the same group. A board with no shared trustee at all may still appear here when it is active in the same charitable field.
Connected through a shared trustee
- Tudor House Broadway Trust 1 shared trustee
Also active in the same field
- The Liverpool Institute for Performing Arts Similar size; both Other purposes
- Screenskills Limited Similar size; both Other purposes
- Pohwer Similar size; both Other purposes
- The King's School, Gloucester Similar size; both Other purposes
- Debra Similar size; both Other purposes
Deterministic, from public records.
Contact
| Website | www.fidelityukfoundation.com |
| foundation@fil.com | |
| Phone | 01732777364 |
| Address | Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP |
Finances
£12,356,064 latest income
| Year | Income | Spending |
|---|---|---|
| 2021 | £11,987,748 | £12,952,225 |
| 2022 | £6,889,351 | £10,943,120 |
| 2023 | £17,490,462 | £13,827,400 |
| 2024 | £16,544,680 | £15,562,993 |
| 2025 | £12,356,064 | £16,252,563 |
What it does
What
Education/trainingThe Advancement Of Health Or Saving Of LivesDisabilityThe Prevention Or Relief Of PovertyArts/culture/heritage/scienceEnvironment/conservation/heritageEconomic/community Development/employmentOther Charitable PurposesWho
Children/young PeopleElderly/old PeoplePeople With DisabilitiesOther Charities Or Voluntary BodiesThe General Public/mankindHow
Makes Grants To OrganisationsCharitable 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 13/07/1988AS AMENDED BY DEED OF VARIATION DATED 14/12/2010AND DEED OF VARIATION DATED 23/03/2011 as amended on 03 Dec 2015
Trustees (8)
8trustees
73median age
1aged 70+
- Anthony Bolton Chair since 1990
- Abigail Johnson since 2014
- Dr Linda Yueh CBE since 2024
- Dr Malcolm Austin Rogersage band 75-79 since 2017
- Edward C Johnson IV since 2019
- Elizabeth L Johnson since 2024
- Peter Dean Goldsbroughage band 65-69 since 2019
- Sally Walden since 2010
Connected charities (1)
- Tudor House Broadway Trust 1 shared trustee
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