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Rating for UBS UK Donor-Advised Foundation

72/100 Clarity Score · 2 stars · Charity Commission filings · How we score

72/100

Clarity score

Needs improvement

London · UK-wide · EC2M 2QS Reg 1153551 Registered charity Charity Commission register

Mission

UBS UK Donor-Advised Foundation is a registered UK charity (1153551) working in animals across the United Kingdom. CharityCompare scores the organisation from public Charity Commission annual accounts — financial efficiency, transparency, and filing compliance — not programme outcomes.

In short: UBS UK Donor-Advised Foundation scores 72 out of 100 (2 stars). 99% average program spend (3-year average). Review the pillar breakdown below.

Overview

UBS UK Donor-Advised Foundation has a Clarity Score of 72 out of 100 on CharityCompare (2 stars, Needs improvement). Charity Commission registration number 1153551. Status: Registered. Primary cause area: Animals. Latest accounts year 2020: total income £101m, with 99% of expenditure on charitable activities. Accounts filing: up to date. No major red flags from our filing review. Scores are independent and based on official filings — not a donation recommendation.

Data from Charity Commission register, last updated .

Overall score

72/100

2★ · Needs improvement

Cause spend

99%

3-yr avg · charitable activities

Accountability

93/100

Finance beacon

Income

£101m

Latest year 2020

Reserves

Months of running costs

Accounts filing

On time

Charity Commission

£183.6 raised per £1 fundraising (3-yr avg) · 1% overhead · No website on register · Confidence: high

Data & confidence

Source
Charity Commission (E&W)
Accounts year
2020
Filing date
2026-06-24 00:00:00.0000000
Profile reviewed
2026-06-24

High confidence — complete filing data

Scores reflect the latest annual accounts on the register. Impact, leadership, and culture beacons require information beyond public filings.

Beacon report

Detailed accountability and finance metrics from Charity Commission filings — structured for transparency in our four-beacon report.

Accountability & Transparency

Baseline trust from filing discipline, board oversight, and declared governance policies.

93/100

Accountability & Transparency metrics for UBS UK Donor-Advised Foundation
Metric Score Value
Filing history (5 years)

100% on-time over five years = 15 pts · one late filing = 5 pts · two or more = 0 pts.

100% 15/15 pts
Trustee oversight

Three or more trustees on the register = 15 pts · one or two = 0 pts (governance red flag).

100% 9 trustees · 15/15 pts
Declared policies

Safeguarding (4) · conflict of interest (3) · volunteer management (3) — from Charity Commission annual return.

70% 7/10 pts

Financial Health

Stability and solvency — reserves, revenue trend, and debt from Charity Commission accounts.

50/100

Financial Health metrics for UBS UK Donor-Advised Foundation
Metric Score Value
Reserves (months of cash)

3–24 months = 15 pts · 1–3 months = 7 pts · under 1 month or over 3 years (hoarding) = 0 pts.

0% Not stated · 0/15 pts
Income stability / growth

Positive or stable three-year revenue trend = 10 pts · sustained decline = 0 pts.

100% 10/10 pts · 3-year average
Liabilities to assets

Low debt (< 30% liabilities to assets) = 5 pts · high debt = 0 pts.

100% 0% · 5/5 pts

Financial Efficiency

How efficiently funds reach the cause — program spend and fundraising cost ratios.

100/100

Financial Efficiency metrics for UBS UK Donor-Advised Foundation
Metric Score Value
Program expense ratio

≥ 75% on charitable activities = 10 pts · 60–75% = 5 pts · below 60% = 0 pts.

100% 99% · 10/10 pts (3-year average)
Fundraising efficiency

Spends ≤ £0.20 to raise £1 = 10 pts · £0.21–£0.35 = 5 pts · above £0.35 = 0 pts (fundraising cost ÷ income).

100% 1p per £1 income · 10/10 pts (3-year average)

Community Support

Grassroots backing from Charity Commission workforce data — volunteers vs paid staff.

0/100

Community Support metrics for UBS UK Donor-Advised Foundation
Metric Score Value
Volunteer-to-staff ratio

More volunteers than paid staff = 10 pts · equal mix = 5 pts · no volunteers = 0 pts.

0% Not reported · 0/10 pts

How we calculate beacon scores →

Clarity Score

72/100 total · Needs improvement · 2 of 4 stars

Four pillars (40 + 30 + 20 + 10 points) from Charity Commission filings — see methodology for full weightings.

93/100
Accountability & Transparency
50/100
Financial Health
100/100
Financial Efficiency
0/100
Community Support

Accountability & Transparency

Baseline trust from filing discipline, board oversight, and declared governance policies.

93/100

Filing history (5 years)15/15 pts
Trustee oversight9 trustees · 15/15 pts
Declared policies7/10 pts

Financial Health

Stability and solvency — reserves, revenue trend, and debt from Charity Commission accounts.

50/100

Reserves (months of cash)Not stated · 0/15 pts
Income stability / growth10/10 pts · 3-year average
Liabilities to assets0% · 5/5 pts

Financial Efficiency

How efficiently funds reach the cause — program spend and fundraising cost ratios.

100/100

Program expense ratio99% · 10/10 pts (3-year average)
Fundraising efficiency1p per £1 income · 10/10 pts (3-year average)

Community Support

Grassroots backing from Charity Commission workforce data — volunteers vs paid staff.

0/100

Volunteer-to-staff ratioNot reported · 0/10 pts

Revenue & expenses

Latest filed year 2020 · Source: Charity Commission annual accounts

UBS UK Donor-Advised Foundation revenue and expenses for 2020
Category Amount % of spend
Total income £101m
Total expenditure £29m
Charitable activities £28m 98%
Fundraising £478k 2%
Governance & admin £54k 0%
98%On charitable activities

Where the money goes

Latest accounts (2020) · £29m spent

  • Charitable activities98%
  • Fundraising2%
  • Governance0%

Trust indicators

Pulled from the Charity Commission register — filing behaviour, board size, and workforce where reported.

  • Accounts filed on time

    up to date · last filing 2026-06-24 00:00:00.0000000

  • Trustee board size (3–12)

    9 trustees on the Charity Commission register

Fundraising Regulator

Status not yet checked

Separate from our financial scores — shows whether the charity follows the Code of Fundraising Practice.

Check Fundraising Regulator →

Official register

Reg 1153551

Full trustee list, accounts, and regulatory history on the Charity Commission.

View on Charity Commission →

Trustees & officers

  • Dr Anna Magdalena Pauline Haslinger since 2018
  • Alexandra Dorothy Deane since 2020
  • William Day since 2020
  • ANDREW ELLIOT since 2020
  • Ebru Ozsezgin since 2021
  • Anthony Donatelli since 2023
  • John Graham Allatt since 2024
  • Debjani Raffan since 2025
  • James Mulford since 2025
How we score charities +

The Clarity Score is a 100-point rating from UK Charity Commission data. Four pillars — Accountability & Transparency (40), Financial Health (30), Financial Efficiency (20), and Community Support (10). A statutory inquiry sets the score to 0 automatically.

Full methodology →

Accountability & Transparency

Scored from filings

40 points — filing history (15), trustee oversight (15), declared policies (10).

Financial Health

Scored from filings

30 points — reserves (15), income stability (10), liabilities to assets (5).

Financial Efficiency

Scored from filings

20 points — program expense ratio (10), fundraising efficiency (10). Kept at 20% to avoid punishing legitimate infrastructure costs.

Community Support

Scored from filings

10 points — volunteer-to-staff ratio from Charity Commission workforce data.

Overall score

Sum of all pillar points. Translated to stars: 90–100 Exceptional (4★), 75–89 Good (3★), 60–74 Needs improvement (2★), below 60 Poor (1★).

Five-year trends

£0k £58800k £117600k £176400k £235200k 2020 2021 2022 2023 2024 Income 2020: £100,847k Spending 2020: £28,958k Cause spend 2020: £28,480k Income 2021: £40,957k Spending 2021: £38,326k Cause spend 2021: £37,726k Income 2022: £163,737k Spending 2022: £110,555k Cause spend 2022: £109,716k Income 2023: £234,903k Spending 2023: £146,810k Cause spend 2023: £145,796k Income 2024: £181,245k Spending 2024: £231,740k Cause spend 2024: £230,435k
  • Income
  • Spending
  • Cause spend

Values in £ thousands · Source: Charity Commission accounts

Key facts

Overall score
72/100 (2★)
Income
£101m
Cause spend
99% of expenditure
Reg number
1153551
Scope
UK-wide
Reserves
Trustees
9
Accounts year
2020
Filing
up to date

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Frequently asked questions

Common questions about UBS UK Donor-Advised Foundation's rating, finances, and Charity Commission status.

What is UBS UK Donor-Advised Foundation's charity rating? +

UBS UK Donor-Advised Foundation scores 72 out of 100 on CharityCompare (2 stars — Needs improvement). The Clarity Score V1 sums four pillars from Charity Commission filings: Accountability & Transparency (40 pts), Financial Health (30), Financial Efficiency (20), and Community Support (10).

Is UBS UK Donor-Advised Foundation a legitimate UK charity? +

Yes — UBS UK Donor-Advised Foundation is registered with the Charity Commission for England and Wales under registration number 1153551. You can verify the entry on the official register.

What is UBS UK Donor-Advised Foundation's Charity Commission registration number? +

UBS UK Donor-Advised Foundation's registration number is 1153551. Official register: https://register-of-charities.charitycommission.gov.uk/en/charity-search/-/charity-details/1153551

How much income does UBS UK Donor-Advised Foundation receive? +

UBS UK Donor-Advised Foundation reported £101m total income in its 2020 accounts, based on Charity Commission filings. Five-year trend: declining.

What percentage of UBS UK Donor-Advised Foundation's spending goes to charitable activities? +

Approximately 99% of total expenditure went to charitable activities in the latest filed year. Fundraising was 1% and combined overhead (fundraising plus governance) was 1%.

Are UBS UK Donor-Advised Foundation's accounts up to date? +

Filing status: up to date (last filing 2026-06-24 00:00:00.0000000). CharityCompare flags late or missing accounts separately from the financial score.

Where is UBS UK Donor-Advised Foundation based? +

UBS UK Donor-Advised Foundation is listed at London · UK-wide · EC2M 2QS and operates UK-wide, focused on animals.

How does CharityCompare score UBS UK Donor-Advised Foundation? +

We analyse Charity Commission annual accounts using three-year averages for program expense, fundraising efficiency, and overhead; working capital from reserves vs average expenditure; liabilities-to-assets from the latest balance sheet when available. Impact, leadership, and culture beacons are not yet assessed from public data alone. See our methodology for weights and thresholds.

Does CharityCompare recommend donating to UBS UK Donor-Advised Foundation? +

No. CharityCompare provides independent scores and facts from official filings. We do not tell you where to donate or earn commission from charities.

How can I compare UBS UK Donor-Advised Foundation with other charities? +

Use our free compare tool to put UBS UK Donor-Advised Foundation side-by-side with other UK charities on scores, finances, and filing status.