What is the financial size of UBS UK Donor-Advised Foundation?

UBS UK Donor-Advised Foundation is classified as a major charity. In the latest financial year, they reported a total income of £181,245,000 and total expenditure of £231,740,000.

How does UBS UK Donor-Advised Foundation allocate its spending?

For every pound spent, approximately 99.4% goes directly to charitable activities. The remaining 0.6% 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 UK Donor-Advised Foundation?

UBS UK Donor-Advised Foundation employs 0 staff members and is supported by 0 volunteers.

Does UBS UK Donor-Advised Foundation receive government funding?

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

Does UBS UK Donor-Advised Foundation 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 UK Donor-Advised Foundation

#1153551

Charitable company•Major•Registered

Making grants to uk charities

Registered address

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

Latest HighlightsFY 2024

Income

All sources

£181,245,000

Expenditure

All activities

£231,740,000

Net Reserves

Unrestricted funds

£0

Total Assets

Gross assets

£336,734,000

Working Capital

Liquidity

£62,532,000

Benchmark Performance

Comparing against 1,903 similar major charities

Compare vs:

Reserve Runway

0.0 months

Median: 3.6 monthsBelow typical

Income Growth (1yr)

-22.8%

Median: 8.2%Below typical

Spending Efficiency

99.4%

Median: 97.2%Around typical

Income Concentration

88.5%

Median: 87.1%Around typical

Fundraising ROI

138.9x

Median: 27.3xTop quartile

Income Volatility

162.0%

Median: 13.4%Below typical

Self-Generated Income

6.1%

Median: 92.1%Below typical

3-Year Income CAGR

64.2%

Median: 8.7%Top quartile

Efficiency & Health

Charitable Spending

99.4%

Fundraising Eff.

% income retained

138.9%

Governance Cost

% of expenditure

0.1%

Grant Making

% given away

99.9%

Debt Ratio

% of assets

0.0%

Survival Ratio

Months of reserves

0 months

Income Profile

Donations & Legacies

% of income

93.9%

Government Reliance

% of income

Largest Source

Primary income

Donations & Legacies

Diversification

HHI: 8850

Highly Concentrated

Trends

Income Growth (1yr)

Year over Year

-22.8%↓

Income CAGR (3yr)

Compound growth

64.2%

Volatility

High Volatility

162.0%

Reserves Trend

Direction

Depleting

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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