The Trustee of the UBS Optimus Foundation Australia

Charity Details

Licence Number:	CCP4337	Expiry Date:	31/12/2099
Licence Status:	Current	Licence Class:	SECTION 6 (ACNC)
Charity Name:	The Trustee of the UBS Optimus Foundation Australia
Trading Name:
Trustee Name:
Contact:	Ms Susan Sy Level 16/2 CHIFLEY SQUARE SYDNEY NSW 2000 0487079588 susan.sy@ubs.com
Title of Appeal:
Charitable Purposes:	- The provision of, or assistance or support to the provision of, health services (within the meaning of the Health Care Act 2008) or research in the field of health or such health services - The affording of relief, asistance or support to diseased, disabled, sick, infirm, incurable, poor, destitute, helpless, or unemployed persons, or to the dependents of any such persons - The affording of relief, assistance, or support to persons who are or have been members of the armed forces of Australia or to the dependents of any such persons - The relief of distress occasioned by war, whether occasioned in South Australia or elsewhere
Statement Period:	to each year	Statement Due Date:	each year

Income and Expenditure Statements

	Return No.	Return type	Statement period from	Statement period to	Income	Expenditure	Available for charitable purposes	Amount distributed for charitable purposes for the financial year

Section 15(2)
Collections for Charitable Purposes Act 1939

CHARITY

Name of Licensee:
Licence Number:
Statement Period:	to
Contact Name:
Address:
Telephone:

	(A) $	(B) $	Available for Charitable Purposes (A) - (B) $	(C) Amount distributed for charitable purposes in the financial year $
Section 6 Licence
Section 7 Licence
Additional information (if required) (D)

(A)	Money collected pursuant to Section 6 licence include: direct mail, telemarketing, general unsolicited donations, internet donations, badge/flower/token days, door knock appeals, payroll deduction schemes, donations in memoriam and bequests (only note bequests if monies have been received), grants. If property is collected or received for a charitable purpose (e.g. clothing, second hand goods etc.), the money received from the sale of the property must be included in (A). Money collected pursuant to Section 7 for the Charge of admission (i.e. entertainments) include: dinners/balls, quiz nights and film nights.
(B)	Costs associated with the collection or receipt of money include the relevant proportion of any fixed or overhead costs. (Do not include any other running cost of the charity).
(C)	Declaration of the amount of the gross proceeds distributed for charitable purposes in the financial year. *If any disparities are shown between the amount available for the charitable purposes and the amount distributed for charitable purposes, provide reasons in D.*
(D)	If payment has been made to speaker or other performer at any entertainment that exceeds $5,000, this information must be detailed.

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