2025-11-11T14:25:06-06:00 2024-12-31 332043014 CASSIDY ADVISORS AND ACCOUNTANTS LLC 1 MATHEWS DR STE 114 HILTON HEAD ISLAND SC 29926 990 2024-01-01 521874654 UNIVERSITY OF BATH FOUNDATION LTD UNIV 6468670994 1350 AVE OF THE AMERICAS FL2 STE266 NEW YORK NY 10019 MARTIN WILLIAMS TREASURER 6468670994 2025-11-07 1 1 CHRISTINE E CASSIDY P00022087 8436892800 2025-11-07 2024 2025-03-06 01:10:19Z PROF PHIL TAYLOR 1350 AVE OF THE AMERICAS FL2 STE266 NEW YORK NY 10019 2299049 0 X N/A X 1993 MD TO SUPPORT EDUCATION. 7 7 0 0 0 0 1236301 1196749 0 0 10948 8371 0 0 1247249 1205120 907479 1276110 0 0 0 0 0 0 0 12607 29251 920086 1305361 327163 -100241 655770 555652 0 123 655770 555529 X TO SUPPORT EDUCATION. 0 0 1163080 1163080 GRANT TO THE UNIVERSITY OF BATH TO SUPPORT THE RAYMOND SCHINAZI & FAMILY CHAIR OF LIFE SCIENCES. 78586 78586 GRANT TO THE UNIVERSITY OF BATH TO SUPPORT THE BATH BURSARY NEW ENRICHMENT PROGRAM 11340 11340 GRANT TO THE UNIVERSITY OF BATH FOR THE GOLD SCHOLARSHIPS. 23104 23104 GRANTS TO THE UNIVERSITY OF BATH TO SUPPORT: - SPORTS SCHOLARSHIPS- PLACEMENT GRANTS- GOWNS APPEAL- THE FLORES-NEW PRIZE 23104 23104 1276110 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 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA GA NJ NY X CHAPEL & YORK LTD 6468670994 12 LADYCROSS BUSINESS PARK LINGFIELD SURREY UK RH7 6PB X MAT ROSSWOOD DIRECTOR 0.50 X 0 0 0 ROBIN HAYES DIRECTOR 0.50 X 0 0 0 GOWRI CAVALE DIRECTOR 0.50 X 0 0 0 MARK ANZANI DIRECTOR 0.50 X 0 0 0 MIKE ASHWORTH DIRECTOR 0.50 X 0 0 0 DOROTHY MCALEER DIRECTOR 0.50 X 0 0 0 GARY LILLEY DIRECTOR 0.50 X 0 0 0 PROF IAN WHITE RESIGNED '24 0.00 X 0 0 0 MARTIN WILLIAMS TREASURER 1.00 X 0 0 0 GORDON COX SECRETARY 1.00 X 0 0 0 KAREN TEAGUE RESIGNED '24 0.00 X 0 0 0 PROF PHIL TAYLOR PRESIDENT 0.50 X 0 0 0 LAURA UNDERWOOD ASST SECRETARY 1.00 X 0 0 0 HOLLY ANZANI ASST TREASURER 1.00 X 0 0 0 0 0 0 0 0 0 0 0 1196749 1093928 1196749 63 63 1102237 1093929 8308 8308 8308 1205120 0 0 8371 1276110 1276110 12640 12640 15000 15000 116 116 852 852 MERCHANT FEES 483 483 BANK FEES 160 160 1305361 1276110 29251 0 655770 551652 0 4000 655770 555652 123 0 123 X 655770 555529 655770 555529 655770 555652 -100241 0 X 0 1 X 1 0 X 99610 227944 57858 61022 1119255 1565689 99610 227944 57858 61022 1119255 1565689 1217237 348452 24 10 26 12 63 135 1565824 0.22250 0.37360 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: SECURITIES DATE: 08/05/24 AMOUNT: 77494. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 152578 11479 -12087 -608 153186 1051934 1051934 1205120 1316717 11479 11479 1305238 123 123 1305361 PART XI, LINE 2D - OTHER ADJUSTMENTS: FOREIGN CURRENCY EXCHANGE -12,087. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS RECEIVABLE - ACCRUAL TO CASH DIFFERENCES 1,047,934. DEPOSITS IN TRANSIT - 2024 4,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: MERCHANT FEES (CASH TO ACCRUAL DIFFERENCE) 123. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTS TO RECIPIENTS EDUCATION 1276110 0 0 0 0 0 0 1276110 0 1276110 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM RAYMOND SCHINAZI & FAMILY CHAIR OF LIFE SCIENCES 1163080 WIRE 0 FMV EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM THE FLORES-NEW PRIZE 10000 WIRE 0 FMV EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM GOLD SCHOLARSHIPS 11340 WIRE 0 FMV EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM PLACEMENT GRANTS 1370 WIRE 0 FMV EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM SPORTS SCHOLARSHIPS 5098 WIRE 0 FMV EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM GOWNS APPEAL 6636 WIRE 0 FMV EUROPE (INCLUDING ICELAND & GREENLAND) BATH BURSARY NEW ENRICHMENT PROGRAM 78586 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 8 1093928 NYSE 0 0 0 PART I, COLUMN (B): THE ORGANIZATION REPORTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 2 HOLLY ANZANI (OFFICER) AND MARK ANZANI (DIRECTOR) ARE A MARRIED COUPLE. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD ADOPTED THE CONFLICT OF INTEREST POLICY AND EACH YEAR THE BOARD MEMBERS SIGN THE CONFLICT OF INTEREST ANNUAL CERTIFICATION. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST