2024-12-16T10:37:54-06:00 2023-12-31 571089574 CASSIDY CPA LLC 1 MATHEWS DR STE 114 HILTON HEAD ISLAND SC 29926 990 2023-01-01 521654821 THE NORTH AMERICAN FOUNDATION FOR THE UNIVERSITY OF LEEDS INC NORT 6468670994 1350 AVE OF THE AMERICASFL2STE266 NEW YORK NY 10019 JAYNE GLENNON TREASURER 6468670994 2024-12-16 1 1 CHRISTINE E CASSIDY CPA P00022087 8436892800 2024-12-12 2023 2024-10-15 13:58:12Z PETER HILL BAILARD INC 950 TOWER LN SUITE 1900 FOSTER CITY CA 94404 1835925 0 X N/A X 1989 DE TO PROMOTE EDUCATION 6 6 0 0 0 0 888735 1382108 0 0 -3459 -31 0 0 885276 1382077 2493620 167532 0 0 0 0 0 0 0 1753 1582 2495373 169114 -1610097 1212963 937801 2154653 0 0 937801 2154653 TO PROMOTE EDUCATION 0 0 167532 167532 TO SUPPORT STUDENT EXPERIENCE, SCHOLARSHIPS, PRIZES, WIDENING PARTICIPATION PROGRAMS AND FOR RESEARCH PROGRAMS. 167532 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 UK 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA NY MA X CHAPEL & YORK LTD 6468670994 1350 AVE OF THE AMERICASFL2STE266 NEW YORK NY 10019 X STEPHEN ALLEN DIRECTOR 0.50 X 0 0 0 AMIR KANJI DIRECTOR 0.50 X 0 0 0 MICHELLE CALVERT DIRECTOR 0.50 X 0 0 0 RICHARD J F ORTOLI DIRECTOR 0.50 X 0 0 0 PETER CHENEY DIRECTOR 0.50 X 0 0 0 PETER HILL DIRECTOR / PRESIDENT 0.50 X X 0 0 0 JAYNE GLENNON SECRETARY/TREASURER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 1382108 453847 1382108 122 122 453695 453848 -153 -153 -153 1382077 0 0 -31 167532 167532 BANK CHARGES 1582 1582 169114 167532 1582 0 934955 2136865 2846 17788 937801 2154653 0 0 X 937801 2154653 937801 2154653 937801 2154653 X 1212963 -108 3997 X 0 1 X 0 0 X 957877 456667 2637079 888735 1382108 6322466 957877 456667 2637079 888735 1382108 6322466 5011664 1310802 59 82 2118 -1 122 2380 6324846 0.20720 0.25580 X PUBLIC SERVICES:SINCE ESTABLISHED IN 1998, THE NORTH AMERICAN FOUNDATION FOR THE UNIVERSITY OF LEEDS, INC.HAVE BEEN RAISING FUNDS FOR THE STUDENT EXPERIENCE, SCHOLARSHIPS, PRIZES, WIDENING PARTICIPATION PROGRAMS AND RESEARCH.SOURCES OF SUPPORT:SUPPORT IS SOUGHT FROM ALUMNI ASSOCIATED WITH THE NORTH AMERICAN FOUNDATION FOR THE UNIVERSITY OF LEEDS, INC.AS WELL AS FACULTY AND STAFF. WE HAVE A GROWING NUMBER OF NON-ALUMNI SUPPORTERS, INCLUDING INDIVIDUALS, COMPANIES AND CHARITABLE TRUSTS.GOVERNING BODY:AMIR KANJI AMIR KANJI IS THE CEO OF BIOMED DIAGNOSTICS, A COMPANY DEDICATED TO COMBATING THE SPREAD OF DISEASE AROUND THE GLOBE THROUGH THE CREATION OF DIAGNOSTIC TESTS. SINCE JOINING THE COMPANY IN 2002, AMIR HAS PLAYED A CENTRAL ROLE IN GROWING THEIR TEAM, DRIVING INNOVATION, INCREASING PRODUCTIVITY, IMPROVING TECHNOLOGY, AND SPEARHEADING THE EXPANSION OF THEIR MANUFACTURING CAPABILITIES. AMIR IS A CERTIFIED PUBLIC ACCOUNTANT AND HAS A BACHELOR OF COMMERCE DEGREE IN ECONOMICS AND ACCOUNTING FROM THE UNIVERSITY OF LEEDS IN ENGLAND.PETER CHENEY PETER IS A UNIVERSITY OF LEEDS ALUMNUS AND CURRENTLY FUNDS THREE MAJOR AREAS IN DISEASE MODELS: RETINA DISEASE, AND TWO CANCERS OF 'UNMET NEED': GLIOBLASTOMA AND OESOPHAGEAL CANCER. HIS DONATIONS CURRENTLY SUPPORT FOUR RESEARCHERS OF THESE DISEASES. PETER IS ALSO ACTIVELY ENGAGED WITH RESEARCH; ATTENDING RESEARCH EVENTS AND TRAVELLING TO LEEDS FROM HIS HOME IN THE USA AS OFTEN AS HE CAN. MICHELLE CALVERT MICHELLE CALVERT HAS BEEN DIRECTOR OF DEVELOPMENT AT THE UNIVERSITY SINCE JANUARY 2006, COMING TO LEEDS FROM THE UNIVERSITY OF ABERDEEN WHERE SHE HELD A SIMILAR ROLE. SHE HAS OVERALL RESPONSIBILITY FOR THE ALUMNI & DEVELOPMENT TEAM, MANAGING THE UNIVERSITY'S RELATIONSHIP WITH OVER 250,000 FORMER STUDENTS WORLDWIDE, AS WELL AS THE UNIVERSITY'S PHILANTHROPIC FUNDRAISING ACTIVITIES. BORN IN CANADA, MICHELLE STUDIED ENGLISH LITERATURE AT THE UNIVERSITY OF WESTERN ONTARIO, SPENT A YEAR ON EXCHANGE AT THE UNIVERSITY OF ST ANDREWS, AND COMPLETED AN MA IN CANADIAN STUDIES AT CARLETON UNIVERSITY. SHE CONTINUES TO HAVE A STRONG INTEREST IN LITERATURE AND THE VISUAL ARTS. MICHELLE BEGAN HER CAREER AT BIRMINGHAM'S IKON GALLERY, LATER BECOMING ASSISTANT DIRECTOR OF DEVELOPMENT AT LINACRE COLLEGE, OXFORD AND THEN DIRECTOR OF DEVELOPMENT AT CLARE COLLEGE, CAMBRIDGE.RICHARD ORTOLI RICHARD HAS HAD AN EXTENSIVE CAREER AS A LAWYER AND HAS ALWAYS SPECIALISED IN CORPORATE AND COMMERCIAL PRACTICE WITH AN INTERNATIONAL FOCUS. AFTER GRADUATING FROM CORNELL IN 1980 HE SPENT SIX MONTHS WITH A BRAZILIAN LAW FIRM IN RIO DE JANEIRO BEFORE MOVING TO LOS ANGELES, WHERE HE SPENT TWO YEARS AS A TRIAL ATTORNEY. IN 1982 HE MOVED TO NEW YORK, JOINING PAVIA & HARCOURT, A FIRM OF 25 ATTORNEYS ON MADISON AVENUE, AND IN 1986 LEFT TO FOUND HIS OWN PRACTICE, DE MAIO & ORTOLI, IN 1986. HE LEFT TO FOUND RUBIN, BAILIN ET AL A YEAR LATER.SINCE RETURNING TO THE UNIVERSITY EARLY IN 2005 TO SPEAK TO STUDENTS ABOUT ENTREPRENEURSHIP, RICHARD HAS ENJOYED A CLOSE RELATIONSHIP WITH THE UNIVERSITY AND HAS PLEDGED HIS HELP AND SUPPORT IN EXTENDING ITS ACTIVITIES IN THE USA. HE JOINED THE NAFUL BOARD IN 2005 FOR A THREE-YEAR TERM; IN 2006 HE CAME BACK TO LEEDS TO ATTEND THE WHO LIVE AT LEEDS 2 GIG AS A GUEST OF THE VICE-CHANCELLOR.STEPHEN ALLENSTEVE ALLEN IS RETIRED AFTER MANY YEARS WORKING WITH NESTL. HE WORKED IN THE FOOD INDUSTRY FOR THIRTY YEARS AND GAINED EXPERIENCE IN AFRICA, THE MIDDLE EAST, THE FAR EAST AND SWITZERLAND PRIOR TO MOVING TO THE USA. STEVE WAS BORN IN ENGLAND AND HOLDS A MASTERS IN NUTRITION FROM THE UNIVERSITY OF LONDON IN ADDITION TO HIS LEEDS DEGREE. HE IS A DIRECTOR OF CALAG PARTNERS, A MEMBER OF THE ADVISORY BOARD OF VITAMIN ANGELS (A US-BASED INTERNATIONAL CHARITY) AND VICE-CHAIRMAN OF 6 PACIFIC PARTNERS. STEVE IS PRESIDENT OF THE NORTH AMERICAN FOUNDATION FOR THE UNIVERSITY OF LEEDS (NAFUL).PETER HILLPETER HAS BEEN PRESIDENT OF THE NAFUL BOARD OF DIRECTORS SINCE 2012. HE HAS RECENTLY RETIRED BUT SERVED AS EXECUTIVE CHAIRMAN & CEO OF BAILARD INC SINCE 1984. BAILARD IS A US BASED WEALTH MANAGEMENT FIRM. HE COMPLETED HIS BA IN ECONOMICS IN 1972 AND THEN SPENT OVER 40 YEARS IN BOTH THE US AND UK. HE HAS SUPPORTED STUDENT EDUCATION FOR MANY YEARS BUT HAS ALSO GIVEN TO SPECIFIC RESEARCH PROJECTS.JAYNE GLENNONJAYNE GLENNON IS THE TREASURER AND SECRETARY OF THE NORTH AMERICAN FRIENDS OF THE UNIVERSITY OF LEEDS (NAFUL). SHE IS A LEEDS ALUMNA AND CURRENTLY SERVES AS THE DIRECTOR OF PHILANTHROPY AT THE UNIVERSITY. THROUGHOUT HER CAREER AT THE UNIVERSITY, JAYNE HAS HELD SEVERAL KEY POSITIONS, INCLUDING WARDEN OF TETLEY HALL AND SENIOR WARDEN, WHERE SHE WAS RESPONSIBLE FOR THE PASTORAL CARE AND WELLBEING OF STUDENTS IN UNIVERSITY ACCOMMODATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1411521 29444 29444 1382077 0 1382077 194669 25555 25555 169114 0 169114 PART XI, LINE 2D - OTHER ADJUSTMENTS: CASH TO ACCRUAL DIFFERENCES 25,447. FOREIGN CURRENCY EXCHANGE 3,997. PART XII, LINE 2D - OTHER ADJUSTMENTS: CASH TO ACCRUAL DIFFERENCES 25,555. 1 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION EDUCATIONAL 167532 0 0 0 0 0 0 167532 0 167532 EUROPE (INCLUDING ICELAND & GREENLAND) SCHOLARSHIP/RESEARCH 167532 WIRE 0 FMV 1 0 0 0 0 0 0 0 PART I, LINE 2: THE BOARD HAS RESOLVED THAT ALL ORGANIZATIONS TO WHICH IT MAKES GRANTS OR FUNDS PROGRAMS WILL BE REQUIRED TO SUBMIT THE FOLLOWING: 1. A GRANT APPLICATION WHICH SPECIFIES THE AMOUNT REQUESTED, THE NEED TO BE ADDRESSED, AND A DETAILED PROPOSED USE OF THE FUNDS. 2. IN CASE OF AN ORGANIZATION OUTSIDE THE USA, A COPY OF THE ORGANIZATION'S ORGANIZING DOCUMENTS, REGISTRATION DOCUMENTS WITHIN THE JURISDICTION AND INFORMATION ABOUT THE ORGANIZATION'S ACTIVITIES AND BUDGET IN ORDER TO ENSURE IT IS SUITABLE TO RECEIVE FUNDS FROM A US 501 (C)(3)PUBLIC CHARITY. WHEN A GRANT IS MADE TO AN ORGANIZATION, THE ORGANIZATION WILL BE REQUIRED TO: 1. MAKE A REPORT ON THE USE OF THE FUNDS, TO BE RETURNED TO THE ORGANIZATION WITHIN 12 MONTHS OF THE GRANTING OF THE FUNDS. 2. SIGN A STATEMENT THAT THE GRANTEE WILL REFUND ANY PORTION OF THE GRANT NOT USED IN ACCORDANCE WITH TERMS OF THE GRANT. 3. AGREE ANY OTHER CONDITIONS IMPOSED BY THE BOARD DEPENDING ON THE SPECIFICS OF THE GRANT AND THE ORGANIZATION TO WHICH FUNDS ARE BEING GIVEN. NO GRANT WILL BE MADE WITHOUT MEETING THE TERMS SET FORTH BY THE BOARD. X 1 453847 NYSE 0 0 0 PART I, COLUMN (B): ORGANIZATION IS REPORTING NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B DISTRIBUTED PRIOR TO BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD ADOPTED THE CONFLICT OF INTEREST POLICY AND EACH YEAR BOARD MEMBERS SIGN THE CONFLICT OF INTEREST ANNUAL CERTIFICATION. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST FORM 990, PART XI, LINE 9: FOREIGN CURRENCY EXCHANGE 3,997.