ubs optimus foundation uk
Activities & Mission
UBS OF UK is committed to the well-being of children in need around the world and supports initiatives to improve their education, protection and health.
Fundraising
See where Ubs Optimus Foundation UK is active and find local fundraising opportunities.
Region
Financial Information
Latest Income
£157,047,000
Latest Expenditure
£144,320,000
Financial Efficiency
Program Ratio 91.9%
% of income going directly to charitable activities
Overall Efficiency 100.0%
% of expenditure going to programs (vs overhead)
Administrative Ratio 0.1%
Overhead (fundraising + governance) as % of total expenditure
Latest Financial Breakdown
Income Sources
Donations & Legacies £155,198,000
Charitable Activities £0
Other Trading £0
Investments £1,849,000
Other Income £0
Expenditure Categories
Charitable Expenditure £144,320,000
Raising Funds £0
Governance £104,000
Grants to Institutions £144,201,000
Other Expenditure £0
Financial Trend
Annual Returns
| Financial Year | Income | Expenditure | Charitable Spending | Net Assets | Reserves | Staff |
|---|---|---|---|---|---|---|
| 2024 | £157,047,000 | £144,320,000 | £144,320,000 | £52,806,000 | £10,094,000 | 0 / 0 |
| 2023 | £148,296,295 | £148,580,778 | £148,580,778 | £39,822,717 | £8,229,858 | 0 / 0 |
| 2022 | £90,863,333 | £60,138,417 | £60,138,417 | £40,642,711 | £8,962,363 | 0 / 0 |
| 2021 | £30,642,806 | £29,724,607 | £29,724,607 | £9,064,854 | £955,910 | 0 / 0 |
| 2020 | £26,642,585 | £25,809,349 | £25,809,349 | £8,165,501 | £1,448,633 | 0 / 0 |
Staff column shows: Employees / Volunteers
Details
Address
U B S
5 Broadgate
LONDON
EC2M 2QS
5 Broadgate
LONDON
EC2M 2QS
Website
www.ubs.com/optimusRegistration Date
27 August 2013
Status
Registered
Registry Information
Organisation Number
5038548
Charity Number
1153537
Trustees
Paul Dominic Vail
Vineet Bewtra
Maria del Pilar Rocafort-Varela
Beatriz Martin Jimenez
Victoria Hagmann
Dr Patricia Turner
CHRISTOPHER ANTHONY HOLDER