CivicGraph — Accountability Brief
The Trustee for UBS Optimus Foundation Australia
ABN 62145031818 • foundation • Generated 2026-06-18
Executive Summary
- •Reported a $268K surplus in 2023 — financially healthy.
- •Clean political record — no political donations on file.
Entity Type
foundation
State
NSW
SEIFA DecileSocio-Economic Indexes for Areas — decile 1 is most disadvantaged, 10 is least
4
Community Ctrl
No
Remoteness
Major Cities of Australia
LGA
Sydney
Size: Large • Purposes: Social Welfare
Financial Summary
Latest Revenue
$432K
Latest Expenses
$165K
Total Assets
$979K
| Year | Revenue | Expenses | Assets | Surplus | Gov Rev | FTE |
|---|---|---|---|---|---|---|
| 2023 | $432K | $165K | $979K | $268K | $0 | 0 |
| 2022 | $339K | $249K | $719K | $90K | $0 | 0 |
| 2021 | $327K | $420K | $621K | $-93,281 | $0 | 0 |
| 2020 | $780K | $423K | $715K | $357K | $0 | 0 |
| 2019 | $460K | $340K | $358K | $120K | $0 | 0 |
Government Funding
No government funding records found — clean record in tracked datasets.
Government Contracts
No AusTender contracts on record — clean procurement record.
Political Connections
No political donation records — clean political record.
Evidence Alignment (ALMAAustralian Living Map of Alternatives — JusticeHub's evidence database of what works)
No evidence-backed programs (ALMA) linked yet — this entity may operate programs not yet catalogued in the Australian Living Map of Alternatives.
Geographic Context
Locality
Sydney (North) - Millers Point
Remoteness
Major Cities of Australia
Local Ecosystem
10079 orgs
Relationship Summary
Relationships
24
Inbound Value
$0
Outbound Value
$0
Integrity Assessment
✓ABN registered
✓ACNC financials available
✗Evidence-backed programs (ALMA)
✗Government funding received
✗Government contracts held
✓No political donations
✓No donations + contracts overlap
✗Serves disadvantaged area
Data Sources & Citation
- • CivicGraph Entity Graph — 143K organisations, ABN-verified
- • ACNC Annual Information Statement — Charity financials
- • ACNC Charity Register — Charity details and purposes
- • Justice Funding Database — Federal & state funding records
- • AusTender — Federal procurement contracts
- • AEC/State ECQs — Political donation disclosures
- • Australian Living Map of Alternatives (ALMA) — JusticeHub evidence database
- • SEIFA 2021 — ABS Socio-Economic Indexes for Areas
CivicGraph Due Diligence Pack: The Trustee for UBS Optimus Foundation Australia (ABN 62145031818). Generated 2026-06-18. Data sources: CivicGraph Entity Graph, ACNC, AusTender, AEC, ALMA.
CivicGraph — Decision Infrastructure for Government & Social Sector
This due diligence pack is auto-generated from public data sources. Verify critical claims against primary sources before inclusion in formal submissions.