UNIVERSITY OF PENNSYLVANIA (USA) FOUNDATION LIMITED

Registered charity 1094561 · accounts filings on the Charity Commission register · also known as UNIVERSITY OF PENNYSYLVANIA (USA) FOUNDATION LIMITED

Advancement of education.

Objects

THE COMPANY'S OBJECTS ARE TO ADVANCE EDUCATION IN PARTICULAR BY PROVIDING GRANTS TO UNIVERSITY OF PENNSYLVANIA AND TO OTHER EDUCATIONAL INSTITUTIONS TO ASSIST IN THE ADVANCEMENT OF EDUCATION OF STUDENTS ATTENDING THE INSTITUTIONS.

Area of benefit: NATIONAL AND OVERSEAS

The charity’s charitable objects and area of benefit, quoted from its governing document as held on the Charity Commission register.

Causes: Education/training · Grant history (this charity is a funder) · Get email alerts

Registered contact address: City of London, London, England (from the postcode on the register)

Financial health, per its FY2025 accounts

The accounts state that the charity reported a net deficit of £1,496,536 for the year ended 30 June 2025, resulting in unrestricted reserves of £974,626. The trustees maintain a policy of retaining minimal general reserves, specifically under £10,000, to cover administrative expenses while donating incoming resources to educational institutions. The charity relies on the support of the University of Pennsylvania (USA) for its day-to-day obligations and future activities.

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

What the accounts disclose

Accounts audited by Nielsens. Discloses 4 of 6 completeness components.

Policies the charity declares

In its annual return the charity told the Commission that it has the policies listed below. This is self-declared: it is not verified by the Commission or by this site, and it is not evidence of how a policy works in practice.

• Complaints handling
• Complaints policy and procedures
• Conflicting interests
• Financial reserves policy and procedures
• Internal charity financial controls policy and procedures
• Internal risk management policy and procedures
• Investing charity funds policy and procedures
• Investment
• Risk management
• Safeguarding policy and procedures
• Serious incident reporting policy and procedures
• Trustee conflicts of interest policy and procedures
• Trustee expenses policy and procedures

From the charity’s annual return (Part A, self-declared)

Answers and figures the charity gave in Part A of its annual return to the Charity Commission. They are self-declared: not verified by the Commission or by this site. Only positive answers and figures are listed; items not listed are simply not shown.

Source: this charity’s annual returns on the Charity Commission register.

Annual return filing dates (Charity Commission record)

Of its last 5 annual returns with a recorded received date, 1 was received after the due date: year ending 30/06/2021 (received 03/05/2022, 3 days after the 30/04/2022 due date).

Due and received dates as recorded in the Commission’s annual-return data; the data does not say whether an extension was agreed. Source: this charity’s annual returns on the Charity Commission register.

Corporate structure

• Registered company of the charity Companies House 04395455

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.

• GLEACHER, Jay Stevens — director, appointed 16/09/2025on trustee list
• GRIFFO, Kathryn Jane — director, appointed 11/08/2025on trustee list
• HAIDAS, Alexandros — director, appointed 09/09/2009on trustee list
• BURGER OBE, Paul Jeffrey — director, appointed 15/03/2002not on trustee list
• PALLEY, Simon Dan — director, appointed 15/03/2002on trustee list

Official officers record.

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

Reported reserves equal ~0.0 months of spending — in the bottom quarter for charities its size (median 4.7 months; benchmarks).

Per its annual return, largest income source: Donations and legacies (100% 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: 0.0% of total income — below the median for charities its size (5.3%) (benchmarks).

Trustees · trustee networks

• ALEXANDROS HAIDAS
• Colleen Ann O'Neill
• Jay Stevens Gleacher
• Kathryn Griffo
• Paul Jeffrey Burger OBE · trustee of 1 other charity
• SIMON DAN PALLEY

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 PRINCETON CHARITABLE FOUNDATION LIMITED.

• PRINCETON CHARITABLE FOUNDATION LIMITED income £13.2m
• CORNELL UNIVERSITY FOUNDATION (UK) LIMITED income £2.7m
• UNIVERSITY OF ILLINOIS FOUNDATION UK LIMITED income £118k
• NORTHWESTERN UNIVERSITY (USA) FOUNDATION LIMITED income £399k
• PHILADELPHIA ASSOCIATION LIMITED income £221k
• THE JOHNS HOPKINS UNIVERSITY (USA) FOUNDATION LIMITED income £58k

Side by side with its peers

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