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Registered charity · London

UBS Optimus Foundation UK

to promote the health of children by (without limitation) preventing abuse and supporting the delivery of medical and other essential services to them; the prevention and relief of poverty by (without limitation) the provision of education to...

  • 7 trustees
  • Income £157m (2024)
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Official record Charity Commission · updated 27th September 2026 · Sources

Network

The large node is UBS Optimus Foundation UK. Red nodes are organisations, white nodes are people. Sign in free to explore further.

Who leads it

Current trustees as listed by the Charity Commission, which does not publish previous trustees.

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About

What it does
Education/training, The Advancement Of Health Or Saving Of Lives, The Prevention Or Relief Of Poverty, Environment/conservation/heritage and 1 more
Where
Botswana, Cambodia, Colombia, Ethiopia and more
Website
www.ubs.com/optimus (opens in a new tab)
Linked company
UBS Optimus Foundation UK
Registered
2013

Income and spending

  • YearIncomeSpending
  • 2024£157m£144m
  • 2023£148m£149m
  • 2022£91m£60m
Earlier years
  • 2021£31m£30m
  • 2020£27m£26m

Income trend, 2020 to 2024.

Charitable objects

to promote the health of children by (without limitation) preventing abuse and supporting the delivery of medical and other essential services to them; the prevention and relief of poverty by (without limitation) the provision of education to support the healthy development of children; to relieve the needs of children who are in need due to their youth, sickness or financial hardship; andany other purposes as are regarded as exclusively charitable under the law of England and Wales as the trustees may from time to time see fit.

Board analysis

Board DNA

How this board is put together, from Charity Commission trustee records and Companies House - deterministic, no AI.iBoard compositionCounted from the dated Charity Commission trustee register: the current board only, past trustees excluded.

7 trustees on the board

2.9y median 1y
average tenure
7y
longest tenure

Trustees past 6 years

11.8y
average years in governance

First-time vs portfolio trustees

First-time (6)

Portfolio (1)

7
company-linked trustees

Sector coverage iSector coverageThe charitable fields this board's trustees govern in elsewhere, by Charity Commission classification. Excludes this charity.

Education/training 7The Advancement Of Health Or Saving Of Lives 7The Prevention Or Relief Of Poverty 7

Commercial experience iCommercial experienceThe industries this board's members are company directors in, by Companies House SIC code. Excludes this organisation's own company.

Business services 7Property 7Health and social care 2

Succession forecast iSuccession forecastThe number of board seats likely to open in the next twelve months - summed across the board from each dated trustee’s tenure - and the profile worth recruiting next. From the filed record, deterministic.

🔒 Succession forecast is a Pro feature - the board seats likely to open in the next year and the ideal next trustee. Explore Pro →

Health of the organisation facts side by side - the conclusion is yours

Income v spending, filed accountsiIncome v spendingTotal gross income and expenditure from filed annual returns, Charity Commission, last 5 years.
2020
2021
2022
2023
2024
incomespending£157.0m latest income
ReservesiReserves12 x free reserves / annual expenditure, from the Part B annual return. The sector median is computed across all Part B filers in the same income band.

0.8 months of spending held in free reserves · median for charities its size: 3.5 months

0
EmployeesiEmployeesHeadcount as filed in Part B annual returns, per financial year. Shown exactly as filed; year-on-year figures may be filed on different bases, so a comparison is only shown when the filings are plausibly comparable.

Sources

Official record from the Charity Commission register for England and Wales. Governance Register calculates the connections.

Record details
Registered charity number
1153537
Status
Registered
Governing document
MEMORANDUM AND ARTICLES INCORPORATED 12 JUL 2013AS AMENDED BY SPECIAL RESOLUTION REGISTERED AT COMPANIES HOUSE ON 14 DEC 2019 as amended on 14 Dec 2019 as amended on 29 Jul 2026
Companies House
Company number 08608213 · Active
Contact on the register
02075678000
Edition
Register edition compiled 27th September 2026
Labels
Official record from the register · Calculated derived by Governance Register. Anything added by an organisation or person is labelled as provided by them.

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