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Ubs Optimus Foundation UK

Notable UK charity

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.

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.

Areas of Operation

Where this charity is registered to operate, as self-declared to the Charity Commission. These are regulatory classifications, not a list of active programmes, and don't necessarily indicate fundraising activity in each location.

Show all 33 areas of operation

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

Higher than 43% of UK Beneficiary group charities with income over £10M (sample: 685). How is this calculated?

Overall Efficiency 100.0%
% of expenditure going to programs (vs overhead)

Higher than 100% of UK Beneficiary group charities with income over £10M. How is this calculated?

Administrative Ratio 0.1%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 88% of UK Beneficiary group charities with income over £10M. (Lower overhead is generally read as more efficient.) How is this calculated?

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

As filed with the Charity Commission for England and Wales. Most recent filing covers the financial year ending 2024.

One or more years show a significant change in income (over ±100%) compared with the prior year. This usually reflects a merger, transfer of activities, restated accounts, or a one-off legacy — not necessarily a real change in operating scale. See the methodology for context.

Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024
£157,047,000
£144,320,000£144,320,000£52,806,000£10,094,0000 / 0
2023
£148,296,295
£148,580,778£148,580,778£39,822,717£8,229,8580 / 0
2022
£90,863,333
£60,138,417£60,138,417£40,642,711£8,962,3630 / 0
2021
£30,642,806
£29,724,607£29,724,607£9,064,854£955,9100 / 0
2020
£26,642,585
£25,809,349£25,809,349£8,165,501£1,448,6330 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about Ubs Optimus Foundation UK

What does Ubs Optimus Foundation UK do?

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.

How much income did Ubs Optimus Foundation UK report in 2024?

Ubs Optimus Foundation UK reported total income of £157.05m and reported expenditure of £144.32m for the financial year ending 2024, based on the most recent annual return filed with the Charity Commission.

How efficient is Ubs Optimus Foundation UK?

Ubs Optimus Foundation UK has a program ratio of 91.9%, meaning that share of its income goes directly to charitable activities. This is higher than 43% of UK Beneficiary group charities with income over £10M (sample of 685 charities). See our methodology for how this is calculated.

When was Ubs Optimus Foundation UK registered as a charity?

Ubs Optimus Foundation UK was registered with the Charity Commission for England and Wales on 27 August 2013 as charity number 1153537. It has been registered for 13 years.

Who runs Ubs Optimus Foundation UK?

Ubs Optimus Foundation UK is governed by a board of 7 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Ubs Optimus Foundation UK operate?

Ubs Optimus Foundation UK operates across 33 areas, including Bangladesh, Botswana, Brazil and 30 others. The full list is shown on its profile.

Is Ubs Optimus Foundation UK a registered charity?

Yes — Ubs Optimus Foundation UK is a registered charity in England and Wales, charity number 1153537.

Details

Address
U B S
5 Broadgate
LONDON
EC2M 2QS
Registration Date
27 August 2013
Status
Registered

Registry Information

Organisation Number
5038548
Charity Number
1153537

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Trustees

Andreas Hans Luginbuehl
CHRISTOPHER ANTHONY HOLDER
Dr Patricia Turner
Maria del Pilar Rocafort-Varela
Paul Dominic Vail
Also governs 1 other charity
Victoria Hagmann
Vineet Bewtra

Sectors & Classifications

Data & trust

Register data refreshed
14 May 2026
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