What is the financial size of UBS OPTIMUS FOUNDATION UK?

UBS OPTIMUS FOUNDATION UK is classified as a major charity. In the latest financial year, they reported a total income of £157,047,000 and total expenditure of £144,320,000.

How does UBS OPTIMUS FOUNDATION UK allocate its spending?

For every pound spent, approximately 100.0% goes directly to charitable activities. The remaining 0.0% is spent on raising funds and administration. This is higher than the median for similar-sized charities (97.2%).

What is the workforce structure of UBS OPTIMUS FOUNDATION UK?

UBS OPTIMUS FOUNDATION UK employs 0 staff members and is supported by 0 volunteers.

Does UBS OPTIMUS FOUNDATION UK receive government funding?

To a small extent. Approximately 0.0% of their income comes from government grants or contracts.

Does UBS OPTIMUS FOUNDATION UK pay its trustees?

No, the latest data indicates that trustees do not receive payments or personal benefits from the charity.

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UBS OPTIMUS FOUNDATION UK

#1153537

Charitable company•Major•Registered

www.ubs.com/optimus

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.

Registered address

U B S, 5 Broadgate, LONDON, EC2M 2QS

Latest HighlightsFY 2024

Income

All sources

£157,047,000

Expenditure

All activities

£144,320,000

Net Reserves

Unrestricted funds

£10,094,000

Total Assets

Gross assets

£56,136,000

Working Capital

Liquidity

£51,067,000

Benchmark Performance

Comparing against 1,903 similar major charities

Compare vs:

Reserve Runway

0.8 months

Median: 3.6 monthsBelow typical

Income Growth (1yr)

5.9%

Median: 8.2%Around typical

Spending Efficiency

100.0%

Median: 97.2%Top quartile

Income Concentration

97.7%

Median: 87.1%Around typical

Fundraising ROI

N/A

Median: 27.3xUnknown

Income Volatility

87.9%

Median: 13.4%Below typical

Self-Generated Income

1.2%

Median: 92.1%Below typical

3-Year Income CAGR

72.4%

Median: 8.7%Top quartile

Efficiency & Health

Charitable Spending

100%

Fundraising Eff.

% income retained

N/A

Governance Cost

% of expenditure

0.1%

Grant Making

% given away

99.9%

Debt Ratio

% of assets

5.9%

Survival Ratio

Months of reserves

0.8 months

Income Profile

Donations & Legacies

% of income

98.8%

Government Reliance

% of income

Largest Source

Primary income

Donations & Legacies

Diversification

HHI: 9767

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

5.9%↑

Income CAGR (3yr)

Compound growth

72.4%

Volatility

High Volatility

87.9%

Reserves Trend

Direction

Building

Governance

Employees

Staff count

Volunteers

Volunteer count

Volunteer Ratio

Per staff member

N/A

Revenue/Employee

Per head

N/A

Trustee Benefits

Payments to trustees

High Earners

Earning over £60k

N/A

Source: Charity Commission annual returns. Figures may differ from published accounts. Always verify with official charity filings for due diligence.

Charts

Income vs Expenditure

Income Sources

Assets vs Liabilities

5 Year Trend

Workforce Scale

Employees & Volunteers

Frequently Asked Questions

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