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Ubs UK Donor-Advised Foundation

Notable UK charity

Also known as: Ubs UK Donor Advised Foundation

MAKING GRANTS TO UK CHARITIES

Activities & Mission

MAKING GRANTS TO UK CHARITIES

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.

Financial Information

Latest Income
£181,245,000
Latest Expenditure
£231,740,000

Financial Efficiency

Program Ratio 127.1%
% of income going directly to charitable activities

Higher than 95% of UK Charitable activities charities with income over £10M (sample: 222). How is this calculated?

Overall Efficiency 99.4%
% of expenditure going to programs (vs overhead)

Higher than 75% of UK Charitable activities charities with income over £10M. How is this calculated?

Administrative Ratio 0.6%
Overhead (fundraising + governance) as % of total expenditure

Lower overhead than 82% of UK Charitable activities charities with income over £10M. (Lower overhead is generally read as more efficient.) How is this calculated?

Latest Financial Breakdown

Income Sources

Donations & Legacies £170,146,000
Charitable Activities £0
Other Trading £0
Investments £11,099,000
Other Income £0

Expenditure Categories

Charitable Expenditure £230,435,000
Raising Funds £1,305,000
Governance £136,000
Grants to Institutions £230,299,000
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.

The Commission record shows these related events on the register:

  • Asset transfer in in 2023 — The Wilson Family Trust (organisation 5023497)
  • Asset transfer in in 2023 — Credit Suisse Emea Foundation (organisation 4036926)
Financial YearIncomeExpenditureCharitable SpendingNet AssetsReservesStaff
2024
£181,245,000
£231,740,000£230,435,000£336,605,000£00 / 0
2023
£234,903,000
£146,810,000£145,796,000£381,568,000£00 / 0
2022
£163,737,000
£110,555,000£109,716,000£286,056,000£00 / 0
2021
£40,957,000
£38,326,000£37,726,000£273,635,000£00 / 0
2020
£100,847,000
£28,958,000£28,480,000£280,782,000£00 / 0

Staff column shows: Employees / Volunteers

Frequently asked questions about Ubs UK Donor-Advised Foundation

What does Ubs UK Donor-Advised Foundation do?

MAKING GRANTS TO UK CHARITIES

How much income did Ubs UK Donor-Advised Foundation report in 2024?

Ubs UK Donor-Advised Foundation reported total income of £181.25m and reported expenditure of £231.74m for the financial year ending 2024, based on the most recent annual return filed with the Charity Commission.

How efficient is Ubs UK Donor-Advised Foundation?

Ubs UK Donor-Advised Foundation has a program ratio of 127.1%, meaning that share of its income goes directly to charitable activities. This is higher than 95% of UK Charitable activities charities with income over £10M (sample of 222 charities). See our methodology for how this is calculated.

When was Ubs UK Donor-Advised Foundation registered as a charity?

Ubs UK Donor-Advised Foundation was registered with the Charity Commission for England and Wales on 28 August 2013 as charity number 1153551. It has been registered for 13 years.

Who runs Ubs UK Donor-Advised Foundation?

Ubs UK Donor-Advised Foundation is governed by a board of 9 trustees. Trustees are legally responsible for the charity's governance and are listed in full on its profile.

Where does Ubs UK Donor-Advised Foundation operate?

Ubs UK Donor-Advised Foundation operates in England And Wales, as recorded in its Charity Commission filing.

Is Ubs UK Donor-Advised Foundation a registered charity?

Yes — Ubs UK Donor-Advised Foundation is a registered charity in England and Wales, charity number 1153551.

Details

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

Registry Information

Organisation Number
5039604
Charity Number
1153551

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Other notable Charitable activities charities

Major UK charities in the same primary sector, drawn from the curated priority cohort.

Trustees

Alexandra Dorothy Deane
ANDREW ELLIOT
Also governs 1 other charity
Anthony Donatelli
Debjani Raffan
Dr Anna Magdalena Pauline Haslinger
Ebru Ozsezgin
John Graham Allatt
William Day

Sectors & Classifications

Also Known As

  • Ubs UK Donor Advised Foundation

Data & trust

Register data refreshed
14 May 2026
Report a data issue