2023-10-05T10:35:33-04:00 2022-12-31 571089574 CASSIDY CPA 1 MATHEWS DR STE 114 HILTON HEAD ISLAND SC 29926 990 2022-01-01 300213606 UNIVERSITY OF CANTERBURY FOUNDATION IN AMERICA INC UNIV 6468670994 1350 AVE OF THE AMERICASFL2STE266 NEW YORK NY 10019 JONNY LINDROOS TREASURER/DIRECTOR 3022954959 2023-10-05 true JONNY LINDROOS 888008888 true CHRISTINE E CASSIDY P00022087 8436892800 2023-10-05 2022 2023-04-26 12:10:37Z MICHAEL ALDRIDGE 141 GLEN ALPINE ROAD PIEDMONT CA 94611 155152 false X N/A X 2010 DE TO SUPPORT EDUCATION. 9 9 0 0 951703 155152 0 0 0 951703 155152 913709 172762 0 0 0 0 879 687 914588 173449 37115 -18297 51236 32939 0 51236 32939 TO SUPPORT EDUCATION. false false 172762 172762 TO SUPPORT EDUCATION AND PROVIDE SCHOLARSHIPS FOR STUDENTS AT THE UNIVERSITY OF CANTERBURY. 172762 true true false false false false false false false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 0 false false false false false false false false X 9 9 false false false false false false false true true false false true true true true true true false false false CA X CHAPEL & YORK LTD 6468670994 PO BOX 50 LINGFIELD UK RH7 6FT X MICHAEL ALDRIDGE PRESIDENT/DI 0.50 X 0 0 0 JULIE FRY DIRECTOR 0.50 X 0 0 0 CRAIG HILLIER DIRECTOR 0.50 X 0 0 0 JONNY LINDROOS TREASURER/DI 1.00 X X 0 0 0 RONNIE PETERS DIRECTOR 0.50 X 0 0 0 CHERYL DE LA REY DIRECTOR 0.50 X 0 0 0 BRIAN SERVICE VP/DIRECTOR 0.50 X X 0 0 0 DR GARY STARLING DIRECTOR 0.50 X 0 0 0 DAVID TEECE DIRECTOR 0.50 X 0 0 0 JO DOWLING RESIGNED 202 1.00 X 0 0 0 THEA KLEIBER SECRETARY 1.00 X 0 0 0 LEONIE PATRIDGE RESIGNED 202 1.00 X 0 0 0 false false false 155152 155152 155152 172762 172762 BANK CHARGES 687 687 173449 172762 687 0 51236 32939 51236 32939 0 0 X 51236 32939 51236 32939 51236 32939 -18297 X false false X 820323 320852 35735 381494 155152 1713556 820323 320852 35735 381494 155152 1713556 1168914 544642 1713556 0.31780 0.24990 X PUBLIC SERVICES: SINCE THEY WERE ESTABLISHED IN 2003, UNIVERSITY OF CANTERBURY FOUNDATION IN AMERICA, INC. HAS BEEN RAISING FUNDS TO SUPPORT EDUCATION THROUGH STUDENT SPONSORSHIPS AND EDUCATIONAL PROGRAMS. SOURCES OF SUPPORT: THE UNIVERSITY OF CANTERBURY FOUNDATION IN AMERICA, INC. IS SUPPORTED BY A VARIETY OF DONORS VIA ONE-TIME DONATIONS, RECURRING MONTHLY DONATIONS, AND WORKPLACE MATCHING-GIFT DONATIONS. GOVERNING BODY: CRAIG HILLIER CRAIG HILLIER IS AN INTERNATIONAL TAX PRACTITIONER WITH OVER 25 YEARS' EXPERIENCE. HIS CURRENT ROLE IS AT ERNST & YOUNG AS AN AMERICAS INTERNATIONAL TAX SERVICES DIRECTOR AND HAS WORKED AS AN ADVISOR TO LARGE MULTINATIONAL CORPORATIONS, START-UPS, AND PRIVATELY-OWNED BUSINESSES. A MEMBER OF THE COLORADO BAR AND A BARRISTER AND SOLICITOR OF THE HIGH COURT OF NEW ZEALAND, CRAIG EARNED HIS LLB FROM THE UNIVERSITY OF CANTERBURY SCHOOL OF LAW AND HIS LLM (TAX) FROM THE UNIVERSITY OF DENVER SCHOOL OF LAW. JULIE FRY JULIE FRY IS A CONSULTING ECONOMIST WHO DIVIDES HER TIME BETWEEN NEW YORK AND A FAMILY FARM NEAR MOTUEKA. SHE HAS WORKED FOR THE NEW ZEALAND TREASURY, TE PUNI K?KIRI, THE MINISTRY OF BUSINESS, INNOVATION AND EMPLOYMENT AND HM TREASURY IN LONDON ON ISSUES INCLUDING PRODUCTIVITY, IMMIGRATION, M?ORI ECONOMIC DEVELOPMENT, CHILD POVERTY AND WELLBEING. SHE IS THE CO-AUTHOR OF TWO BOOKS ABOUT MIGRATION IN NEW ZEALAND, GOING PLACES AND BETTER LIVES. MICHAEL ALDRIDGE MICHAEL ALDRIDGE HAS HAD A DISTINGUISHED CAREER WITH A WEALTH OF EXPERIENCE IN INVESTMENT BANKING AND FOR THE PAST TWO DECADES IN THE PHARMACEUTICALS SECTOR. HE IS A UNIVERSITY OF CANTERBURY ALUMNUS WITH A BACHELOR OF SCIENCE WITH HONOURS IN CHEMISTRY, AND AN M.A. IN APPLIED FINANCE FROM MACQUARIE UNIVERSITY IN SYDNEY, AUSTRALIA. MICHAEL IS THE CHIEF EXECUTIVE OFFICER OF FOCAL MEDICAL, INC., A BIOPHARMACEUTICAL COMPANY BASED IN NORTH CAROLINA. HE IS ALSO THE MANAGING DIRECTOR & CHIEF EXECUTIVE OFFICER FOR HEXIMA, A BIOTECHNOLOGY COMPANY BASED IN SAN FRANCISCO. MICHAEL SITS ON THE BOARD OF THE UNIVERSITY OF CANTERBURY FOUNDATION IN AMERICA AS THE PRESIDENT OF THE BOARD. RONNIE PETERS FOUNDER AND CHIEF CREATIVE OFFICER OF 360DESIGN, A DIGITAL DESIGN FIRM COLLABORATING WITH GLOBAL BRANDS AND EMERGING COMPANIES TO DEPLOY A DESIGN THINKING STRATEGIC APPROACH TO DESIGN USER EXPERIENCE (UX) AND USER INTERFACE (UI) DESIGN SOLUTIONS. RONNIE HAS USED HIS UX DESIGN AND STRATEGY EXPERTISE ACROSS A NUMBER OF WORLD LEADING AND CUTTING EDGE PROJECTS INCLUDING CREATING A 3D VIRTUAL MOVIE THEATRE, COMPLETE WITH SMELL-A-VISION FOR BRANDS SUCH AS DISNEY, APPLETV, AMAZON AND HULU DURING THE PANDEMIC AND WORKING AS CREATIVE DIRECTOR ON THE HYPERLOOP FOR HYPERLOOPTT A HIGH-SPEED TRANSPORTATION SYSTEM IN WHICH COMMUTERS COULD TRAVEL 650KMS (THE DISTANCE FROM AUCKLAND TO WELLINGTON) IN AROUND 1 HOUR OR LESS. DAVID TEECE RENOWNED ECONOMIST AND AUTHORITY ON MATTERS OF ORGANISATIONAL ECONOMICS, INNOVATION, AND ENTREPRENEURSHIP, DR DAVID J. TEECE, IS A SELF-LABELLED 'SCHOLAR ENTREPRENEUR'. RANKED AS THE WORLD'S MOST CITED SCHOLAR IN THE COMBINED FIELD OF BUSINESS AND MANAGEMENT, HE HAS RECEIVED MULTIPLE AWARDS AND WAS BESTOWED WITH COMPANIONS OF THE NEW ZEALAND ORDER OF MERIT (CNZM) IN 2013 FOR HIS SERVICES TO NZ-USA RELATIONS. HE IS A PROFESSOR IN THE GRADUATE SCHOOL AT THE UNIVERSITY OF CALIFORNIA (BERKELEY) AND EXECUTIVE CHAIRMAN OF THE BERKELEY RESEARCH GROUP, A GENERAL PARTNER IN PILATUS CAPITAL, AND OWNER OF MOUNT BEAUTIFUL WINES AND PELORUS PROPERTIES, ESKHEAD STATION. IN 2017, THE TEECE MUSEUM OF CLASSICAL ANTIQUITIES, PART OF UC ARTS AT THE ARTS CENTRE, WAS NAMED IN RECOGNITION OF DAVID'S GENEROSITY TO UC. DAVID GRADUATED FROM UC WITH A BACHELORS OF ARTS IN ECONOMICS AND GEOGRAPHY IN 1970, A MASTER OF COMMERCE IN ECONOMICS IN 1971, AND A DOCTOR OF COMMERCE IN HONORIS CAUSA IN 2007. JONNY LINDROOS SHORTLY AFTER GRADUATING FROM THE UNIVERSITY OF CANTERBURY IN 1994 JONNY BEGAN HIS CAREER AT ERNST & YOUNG WHILE ALSO CONTINUING HIS STUDIES AND GRADUATING WITH A MASTERS OF LAWS IN TAX FROM THE NEW YORK UNIVERSITY OF LAW IN 1997. JONNY HAS CONTINUED TO WORK AT EY FOR JUST UNDER 30 YEARS, HOLDING POSITION AS PARTNER SINCE 1994 AND AMERICAS MARKETS LEADER IN INTERNATIONAL TAX & TRANSACTIONS SINCE 2021. CHERYL DE LA REY PROFESSOR CHERYL DE LA REY IS THE VICE-CHANCELLOR OF THE UNIVERSITY OF CANTERBURY SINCE 2019. PRIOR TO HER CURRENT POSITION CHERYL HELD A NUMBER OF LEADERSHIP POSITIONS IN TERTIARY EDUCATION IN SOUTH AFRICA INCLUDING BEING CHIEF EXECUTIVE OF THE COUNCIL OF HIGHER EDUCATION AND VICE- CHANCELLOR AND PRINCIPAL OF THE UNIVERSITY OF PRETORIA FOR JUST UNDER A DECADE. SHE HAS SERVED ON SEVERAL BOARDS AND IS CURRENTLY THE CHAIRPERSON OF THE ASSOCIATION OF COMMONWEALTH UNIVERSITIES (ACU) AND UNIVERSITIES NEW ZEALAND (UNZ). SHE IS ALSO A BOARD MEMBER OF THE NEW ZEALAND QUALIFICATIONS AUTHORITY (NZQA). HER FIELD OF ACADEMIC SPECIALISATION IS SOCIAL PSYCHOLOGY, AND SHE HAS PUBLISHED WIDELY IN THE BROAD AREA OF INTERGROUP RELATIONS WITH A SPECIFIC FOCUS ON GENDER. PART II, LINE 17A PUBLIC SERVICES: SINCE THEY WERE ESTABLISHED IN 2003, UNIVERSITY OF CANTERBURY FOUNDATION IN AMERICA, INC. HAS BEEN RAISING FUNDS TO SUPPORT EDUCATION THROUGH STUDENT SPONSORSHIPS AND EDUCATIONAL PROGRAMS. SOURCES OF SUPPORT: THE UNIVERSITY OF CANTERBURY FOUNDATION IN AMERICA, INC. IS SUPPORTED BY A VARIETY OF DONORS VIA ONE-TIME DONATIONS, RECURRING MONTHLY DONATIONS, AND WORKPLACE MATCHING-GIFT DONATIONS. GOVERNING BODY: CRAIG HILLIER CRAIG HILLIER IS AN INTERNATIONAL TAX PRACTITIONER WITH OVER 25 YEARS' EXPERIENCE. HIS CURRENT ROLE IS AT ERNST & YOUNG AS AN AMERICAS INTERNATIONAL TAX SERVICES DIRECTOR AND HAS WORKED AS AN ADVISOR TO LARGE MULTINATIONAL CORPORATIONS, START-UPS, AND PRIVATELY-OWNED BUSINESSES. A MEMBER OF THE COLORADO BAR AND A BARRISTER AND SOLICITOR OF THE HIGH COURT OF NEW ZEALAND, CRAIG EARNED HIS LLB FROM THE UNIVERSITY OF CANTERBURY SCHOOL OF LAW AND HIS LLM (TAX) FROM THE UNIVERSITY OF DENVER SCHOOL OF LAW. JULIE FRY JULIE FRY IS A CONSULTING ECONOMIST WHO DIVIDES HER TIME BETWEEN NEW YORK AND A FAMILY FARM NEAR MOTUEKA. SHE HAS WORKED FOR THE NEW ZEALAND TREASURY, TE PUNI K?KIRI, THE MINISTRY OF BUSINESS, INNOVATION AND EMPLOYMENT AND HM TREASURY IN LONDON ON ISSUES INCLUDING PRODUCTIVITY, IMMIGRATION, M?ORI ECONOMIC DEVELOPMENT, CHILD POVERTY AND WELLBEING. SHE IS THE CO-AUTHOR OF TWO BOOKS ABOUT MIGRATION IN NEW ZEALAND, GOING PLACES AND BETTER LIVES. MICHAEL ALDRIDGE MICHAEL ALDRIDGE HAS HAD A DISTINGUISHED CAREER WITH A WEALTH OF EXPERIENCE IN INVESTMENT BANKING AND FOR THE PAST TWO DECADES IN THE PHARMACEUTICALS SECTOR. HE IS A UNIVERSITY OF CANTERBURY ALUMNUS WITH A BACHELOR OF SCIENCE WITH HONOURS IN CHEMISTRY, AND AN M.A. IN APPLIED FINANCE FROM MACQUARIE UNIVERSITY IN SYDNEY, AUSTRALIA. MICHAEL IS THE CHIEF EXECUTIVE OFFICER OF FOCAL MEDICAL, INC., A BIOPHARMACEUTICAL COMPANY BASED IN NORTH CAROLINA. HE IS ALSO THE MANAGING DIRECTOR & CHIEF EXECUTIVE OFFICER FOR HEXIMA, A BIOTECHNOLOGY COMPANY BASED IN SAN FRANCISCO. MICHAEL SITS ON THE BOARD OF THE UNIVERSITY OF CANTERBURY FOUNDATION IN AMERICA AS THE PRESIDENT OF THE BOARD. RONNIE PETERS FOUNDER AND CHIEF CREATIVE OFFICER OF 360DESIGN, A DIGITAL DESIGN FIRM COLLABORATING WITH GLOBAL BRANDS AND EMERGING COMPANIES TO DEPLOY A DESIGN THINKING STRATEGIC APPROACH TO DESIGN USER EXPERIENCE (UX) AND USER INTERFACE (UI) DESIGN SOLUTIONS. RONNIE HAS USED HIS UX DESIGN AND STRATEGY EXPERTISE ACROSS A NUMBER OF WORLD LEADING AND CUTTING EDGE PROJECTS INCLUDING CREATING A 3D VIRTUAL MOVIE THEATRE, COMPLETE WITH SMELL-A-VISION FOR BRANDS SUCH AS DISNEY, APPLETV, AMAZON AND HULU DURING THE PANDEMIC AND WORKING AS CREATIVE DIRECTOR ON THE HYPERLOOP FOR HYPERLOOPTT A HIGH-SPEED TRANSPORTATION SYSTEM IN WHICH COMMUTERS COULD TRAVEL 650KMS (THE DISTANCE FROM AUCKLAND TO WELLINGTON) IN AROUND 1 HOUR OR LESS. DAVID TEECE RENOWNED ECONOMIST AND AUTHORITY ON MATTERS OF ORGANISATIONAL ECONOMICS, INNOVATION, AND ENTREPRENEURSHIP, DR DAVID J. TEECE, IS A SELF-LABELLED 'SCHOLAR ENTREPRENEUR'. RANKED AS THE WORLD'S MOST CITED SCHOLAR IN THE COMBINED FIELD OF BUSINESS AND MANAGEMENT, HE HAS RECEIVED MULTIPLE AWARDS AND WAS BESTOWED WITH COMPANIONS OF THE NEW ZEALAND ORDER OF MERIT (CNZM) IN 2013 FOR HIS SERVICES TO NZ-USA RELATIONS. HE IS A PROFESSOR IN THE GRADUATE SCHOOL AT THE UNIVERSITY OF CALIFORNIA (BERKELEY) AND EXECUTIVE CHAIRMAN OF THE BERKELEY RESEARCH GROUP, A GENERAL PARTNER IN PILATUS CAPITAL, AND OWNER OF MOUNT BEAUTIFUL WINES AND PELORUS PROPERTIES, ESKHEAD STATION. IN 2017, THE TEECE MUSEUM OF CLASSICAL ANTIQUITIES, PART OF UC ARTS AT THE ARTS CENTRE, WAS NAMED IN RECOGNITION OF DAVID'S GENEROSITY TO UC. DAVID GRADUATED FROM UC WITH A BACHELORS OF ARTS IN ECONOMICS AND GEOGRAPHY IN 1970, A MASTER OF COMMERCE IN ECONOMICS IN 1971, AND A DOCTOR OF COMMERCE IN HONORIS CAUSA IN 2007. JONNY LINDROOS SHORTLY AFTER GRADUATING FROM THE UNIVERSITY OF CANTERBURY IN 1994 JONNY BEGAN HIS CAREER AT ERNST & YOUNG WHILE ALSO CONTINUING HIS STUDIES AND GRADUATING WITH A MASTERS OF LAWS IN TAX FROM THE NEW YORK UNIVERSITY OF LAW IN 1997. JONNY HAS CONTINUED TO WORK AT EY FOR JUST UNDER 30 YEARS, HOLDING POSITION AS PARTNER SINCE 1994 AND AMERICAS MARKETS LEADER IN INTERNATIONAL TAX & TRANSACTIONS SINCE 2021. CHERYL DE LA REY PROFESSOR CHERYL DE LA REY IS THE VICE-CHANCELLOR OF THE UNIVERSITY OF CANTERBURY SINCE 2019. PRIOR TO HER CURRENT POSITION CHERYL HELD A NUMBER OF LEADERSHIP POSITIONS IN TERTIARY EDUCATION IN SOUTH AFRICA INCLUDING BEING CHIEF EXECUTIVE OF THE COUNCIL OF HIGHER EDUCATION AND VICE- CHANCELLOR AND PRINCIPAL OF THE UNIVERSITY OF PRETORIA FOR JUST UNDER A DECADE. SHE HAS SERVED ON SEVERAL BOARDS AND IS CURRENTLY THE CHAIRPERSON OF THE ASSOCIATION OF COMMONWEALTH UNIVERSITIES (ACU) AND UNIVERSITIES NEW ZEALAND (UNZ). SHE IS ALSO A BOARD MEMBER OF THE NEW ZEALAND QUALIFICATIONS AUTHORITY (NZQA). HER FIELD OF ACADEMIC SPECIALISATION IS SOCIAL PSYCHOLOGY, AND SHE HAS PUBLISHED WIDELY IN THE BROAD AREA OF INTERGROUP RELATIONS WITH A SPECIFIC FOCUS ON GENDER. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false EAST ASIA AND THE PACIFIC (NEW ZEALAND) GRANTS TO RECIPIENTS EDUCATION 172762 172762 172762 EAST ASIA AND THE PACIFIC - AUSTRALIA, B EDUCATION SUPPORT 172762 WIRE FMV 1 false false false false false false SCHEDULE F, PAGE 1, 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. SCHEDULE F, PAGE 1, PART I, LINE 3 EAST ASIA AND THE PACIFIC (NEW ZEALAND) 172,762 0 FORM 990, PAGE 6, PART VI, LINE 11B IT IS DISTRIBUTED AND REVIEWED PRIOR TO THE BOARD MEETING. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD HAS A CONFLICT ON INTEREST POLICY WHICH THEY MUST SIGN OFF ON ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 19 UPON REQUEST.