Skip to main content Skip to navigation

ubs uk donor-advised foundation

Activities & Mission

MAKING GRANTS TO UK CHARITIES

Fundraising

See where Ubs UK Donor-Advised Foundation is active and find local fundraising opportunities.

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
Overall Efficiency 99.4%
% of expenditure going to programs (vs overhead)
Administrative Ratio 0.6%
Overhead (fundraising + governance) as % of total expenditure

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

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

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

Trustees

Dr Anna Magdalena Pauline Haslinger
Alexandra Dorothy Deane
William Day
ANDREW ELLIOT
Ebru Ozsezgin
Anthony Donatelli
John Graham Allatt
Debjani Raffan
James Mulford

Sectors & Classifications

Also Known As

  • UBS UK DONOR ADVISED FOUNDATION