Finance Score: -5
Governance Score: 6
Support Score: 0
  • Multiple Deficits and declines: -5
  • Good trustee age range: +3
  • Dynamic board: +3
  • No supporters identified
Overall GiG Score: 1 ?

UNIVERSITY OF PENNSYLVANIA (USA) FOUNDATION LIMITED 

Advancement of education.
Analysis by Giving is Great

Positives:

  • The Board appears to be well diversified in terms of age and dynamic in terms of composition

Financial issues to consider:

  • Income has been volatile and on several occasions in recent years less than spending

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
30/06/22£4,212£4,672£-460£0£1,516£1,5163.900
30/06/21*£4,888£3,611£1,276£0£1,976£1,9766.600
30/06/20£12,860£12,912£-52£0£700£7000.700
30/06/19£18,057£17,878£178£0£752£7510.500
30/06/18£1,802£3,282£-1,480£0£573£5732.100
30/06/17£13,456£11,895£1,561£0£2,053£2,0532.100
30/06/16£3,591£3,607£-16£2£492£4921.600
30/06/15£4,047£4,908£-861£3£508£5081.200
30/06/14£2,887£2,155£732£21£1,369£1,3687.610
30/06/13£4,304£3,955£349£6£636£6361.910
30/06/12£2,082£2,246£-164£12£287£2871.500
30/06/11*£2,870£2,724£146£4£451£451200
30/06/10£1,256£1,122£133£11£305£3053.300
30/06/09£1,266£1,186£80£9£172£0n/a10
30/06/08£3,307£3,266£42£0£92£920.300
30/06/07£961£923£38£0£50£0n/a00
30/06/06£320£333£-13£0£0£0n/a00
30/06/05£195£181£14£0£0£0n/a00
30/06/04£60£49£11£0£0£0n/a00

Financial Ratios
Fundraising Costs/Relevant Income: 0%
Fundraising Costs/Total Spending: 0%
Highest pay band: Less than £60,000
Liabilities/Assets: 0%
Liabilities/Income: 0%
Unrestricted Funds/Total Funds: 100%
Reserves/Spending: 3.9 months
Net Current Assets/Spending: 4 months
Quick Ratio: INF
Asset Split ?
Established: 21 years

02075976173

Charity Commission for England and WalesCompanies House
UN SDGs
?
Listed activities
  • Education/Training
GiG Classification
  • International poverty relief
How it operates
  • Acts as an umbrella or resource body
  • Makes Grants to Organisations
Where it operates
  • Throughout England, United States,
Who it helps
  • Children/Young People
  • Other Charities Or Voluntary Bodies
  • The General Public/Mankind

Who's supporting them? ?

We have no records of donations from grant makers.

How is it governed?

Trustees (5)
Current Trustees appointed

Age Range of Trustees: 45-68
Legal constitution
  • Charitable company registered in England & Wales on 11/11/2002, number: 1094561
  • Registered at Companies House on 15/03/2002, number: 04395455
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Investment
  • Risk management
Filing Record
19 returns made; AR21: 3 days late, AR11: 1 days late,
Main office

20 OLD BAILEY
LONDON
EC4M 7AN

Objectives

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.

Defined Area of Benefit:

NATIONAL AND OVERSEAS

Data Sources

Charity Commission for England and Wales
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

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