University of California Trust

Registered charity 1075405 · accounts filings on the Charity Commission register · also known as CALIFORNIA HOUSE UNIVERSITY OF CALIFORNIA, UNIVERSITY OF CALIFORNIA TRUST (UK)

To advance the education of and provide assistance to University of California students in the United Kingdom; to maintain and develop relations with institutions of higher education in the UK; to plan and implement joint academic programmes between the University of California and British institutions of higher education in the UK; and to enhance relations with UC alumni and friends.

Causes: Education/training · website · Get email alerts

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net surplus of £2,186 for the year ended 30 June 2025, resulting in unrestricted retained funds of £48,588. The trustees note that they do not have a formal reserves policy and are working towards changing a previously negative reserve balance to a positive one. The charity is prepared on a going concern basis, with the trustees expressing reasonable expectation of adequate resources for the foreseeable future.

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

What the accounts disclose

Accounts audited by Azets Audit Services. Discloses 5 of 6 completeness components.

Corporate structure

• Registered company of the charity Companies House 03688493

Public fundraising profile: JustGiving — University of California Trust (matched by registered charity number).

Leadership, per the charity’s website

• Deborah Miller — Chair of Trustees (source)
• Greta Paa-Kerner — Executive Director (source)
• Matthew Daines — Executive Director (source)

Listed on the charity’s own website when we last crawled it; roles may have changed. Pay-band disclosures above are anonymous statutory disclosures and are not attributed to any named individual.

Company officers (Companies House)

Current officers of the charity’s own company per the Companies House register, cross-checked against the Charity Commission trustee list by name. A director not on the trustee list is usually a timing or naming difference between the two registers — check both records before drawing conclusions.

• KISSINGER, Megan — director, appointed 26/09/2024on trustee list
• ANDERSON, Jodi — director, appointed 07/03/2024on trustee list
• DUCI, Renee Christina — director, appointed 01/05/2022on trustee list
• KOPECK, Heather — director, appointed 28/07/2020on trustee list
• WHITE, Sven Harvey Philip — director, appointed 15/02/2018on trustee list
• MILLER, Deborah — director, appointed 01/07/2015on trustee list
• HELSON, David Mathews — director, appointed 04/10/2005on trustee list
• BARBER, Bernard Bradley — director, appointed 15/07/2002on trustee list
• KOPECK, Heather Rene — secretary, appointed 27/10/2020

Official officers record.

Property (HM Land Registry)

1 registered title in England and Wales held by the charity’s company or corporate body (0 freehold). All charity-held property. Contains HM Land Registry data © Crown copyright, OGL v3.0.

Public profiles (found on the charity’s own website): facebook · instagram · linkedin

Structured financials (annual return, FY ending 30/06/2025)

Reported reserves equal ~0.3 months of spending — in the bottom quarter for charities its size (median 4.8 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (57% 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: 6.4% of total income — above the median for charities its size (5.2%) (benchmarks).

Trustees · trustee networks

• Deborah Millerchair
• BERNARD BRADLEY BARBER
• DAVID HELSON
• Heather Rene Kopeck
• Jodi Anderson
• Megan Kissinger
• Renee Christina Duci
• Sven Harvey Philip White

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

Operates in: Throughout England · United States

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 UNIVERSITY OF PENNSYLVANIA (USA) FOUNDATION LIMITED.

• UNIVERSITY OF PENNSYLVANIA (USA) FOUNDATION LIMITED income £7.6m
• BRIGHAM YOUNG UNIVERSITY LIMITED income £1.3m
• BOSTON UNIVERSITY (USA) LONDON income £0
• CAMBRIDGE EDUCATION AND DEVELOPMENT TRUST income £200k
• Friends of Palestinian Universities income £291k
• COMMITTEE OF UNIVERSITY CHAIRS income £423k

Side by side with its peers

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