UBS UK Donor-Advised Foundation

Registered charity 1153551 · accounts filings on the Charity Commission register · Wikidata: Q141190994 · also known as UBS UK DONOR ADVISED FOUNDATION

MAKING GRANTS TO UK CHARITIES

Objects

SUCH CHARITABLE PURPOSES FOR THE BENEFIT OF THE PUBLIC AS THE TRUSTEES MAY FROM TIME TO TIME SEE FIT

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: General Charitable Purposes · Grant history (this charity is a funder) · Get email alerts

Registered contact address: City of London, London, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity holds £712.82m in total funds, all of which are restricted, with £417.48m held in cash and £291.85m in investments. The charity reports no unrestricted funds and no formalised reserves policy, as all funds are legally bound by donor restrictions. The trustees confirm the charity has adequate resources to continue as a going concern for at least 12 months, supported by UBS AG.

Automated summary of the FY2025 accounts; the evidenced findings below carry the verbatim passages.

What the accounts disclose

Accounts audited by Ernst & Young LLP. Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Bullying and harassment policy and procedures
• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Engaging external speakers at charity events policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Social media policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Structured financials (annual return, FY ending 31/12/2025)

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 2.6 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (97% of income) — components as reported reconcile to the return’s total income; not from the accounts narrative.

Per its annual return, cost of raising funds: 0.2% of total income — below the median for charities its size (3.2%) (benchmarks).

Register events

• Received assets from another charity (19/12/2023) — per the register’s event history; asset transfers typically record mergers or reorganisations.
• Received assets from another charity (26/10/2023) — per the register’s event history; asset transfers typically record mergers or reorganisations.

Trustees · trustee networks

• Alexandra Dorothy Deane
• Anthony Donatelli
• Debjani Raffan
• Dr Anna Magdalena Pauline Haslinger
• Ebru Ozsezgin
• James Mulford · trustee of 1 other charity
• John Graham Allatt
• William Day

Trustee list from the Charity Commission register (current, not historical).

Operates in: Throughout England And Wales

Income and spending

Common questions

Known funders

Grants to this charity found in funders’ own accounts filings.

Funders of similar charities

Funders whose accounts show grants to charities similar to this one (and no recorded grant to this charity) — a starting list for fundraisers.

Charities like this

Semantically similar by activities and financial character, from our analysed corpus. Compare with THE GFF UK TRUST.

• THE GFF UK TRUST income £250k
• GRAFF FOUNDATION income £1.4m
• DUKE OF DEVONSHIRE'S CHARITABLE TRUST income £256k
• THE S M B TRUST income £680k
• UBS OPTIMUS FOUNDATION UK income £178.2m
• THE RUFFORD FOUNDATION income £3.9m

Side by side with its peers

Each row is that charity’s latest analysed filing; every value is quote-backed on its own page.