The Fidelity UK Foundation

Registered charity 327899 Registered since 1988

Operates: Throughout England And Wales, Scotland

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Board DNA

How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.

trustees on the board

11.4y median 8y

average tenure

36y

longest tenure

trustees past 6 years

12.6y

average years in governance

7 vs 0 portfolio

first-time trustees

company-linked trustees

Sector coverage

Education/training 8The Advancement Of Health Or Saving Of Lives 8Disability 7Arts/culture/heritage/science 1

Commercial experience

Arts and leisure 4Finance 1Professional services 1

Gaps to watch

Several long-serving trustees could step down together

Boards that share trustees

Tudor House Broadway Trust 1 shared trustee

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Related organisations

Tudor House Broadway Trust 1 shared trustee
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

Boards that overlap with this one through shared trustees, or govern in the same field. Deterministic, from public records.

Contact

Website	www.fidelityukfoundation.com
Email	foundation@fil.com
Phone	01732777364
Address	Beech Gate, Millfield Lane, Lower Kingswood, Tadworth, Surrey, KT20 6RP

Finances

£16,544,680 latest income

Year	Income	Spending
2020	£9,589,688	£9,733,256
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

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 Purposes

Who

Children/young PeopleElderly/old PeoplePeople With DisabilitiesOther Charities Or Voluntary BodiesThe General Public/mankind

How

Makes Grants To Organisations

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 13/07/1988AS 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 77 since 2017
Edward C Johnson IV since 2019
Elizabeth L Johnson since 2024
Peter Dean Goldsbroughage 68 since 2019
Sally Walden since 2010

Connected charities (1)

Tudor House Broadway Trust 1 shared trustee

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