UNIVERSITY OF CALIFORNIA TRUST
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Next accounts due
2027-03-28 (in 10mo)
Last filed for 2025-06-30
Confirmation statement due
2026-12-29 (in 7mo)
Last made up 2025-12-15
Watchouts
Cash
£97K
+24.6% vs 2024
Net assets
£49K
+4.7% vs 2024
Employees
7
0% vs 2024
Profit before tax
—
Period ending 2025-06-30
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
4 PSCs ceased in last 24 months
Significant control changed hands — see the Ownership section.
Name history
Renamed 2 times since incorporation — the current trading name was adopted 2025-03-21
- UNIVERSITY OF CALIFORNIA TRUST 2025-03-21 → present
- UNIVERSITY OF CALIFORNIA TRUST (UK) 1999-04-08 → 2025-03-21
- UCEAP STUDY CENTRE 1998-12-18 → 1999-04-08
Net assets
2-year trend · vs Consumer Discretionary median
Accounts
2-year trend · latest reflected 2025-06-30
| Metric | Trend | 2024-06-30 | 2025-06-30 |
|---|---|---|---|
| Turnover | £1,668,013 | £1,740,150 | |
| Operating profit | — | — | |
| Profit before tax | — | — | |
| Net profit | -£44,011 | £2,186 | |
| Cash | £78,053 | £97,247 | |
| Total assets less current liabilities | £46,402 | £48,588 | |
| Net assets | £46,402 | £48,588 | |
| Equity | £46,402 | £48,588 | |
| Average employees | 7 | 7 | |
| Wages | £457,098 | £414,168 |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2024-06-30 | 2025-06-30 |
|---|---|---|---|
| Net margin | -2.6% | 0.1% | |
| Current ratio | 2.47x | 2.00x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Azets Audit Services, Statutory Auditors
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“As a satellite office of the University of California, the Trust has reasonable expectation that there are adequate resources to continue in operational existence for the foreseeable future even in the event of the accounts showing a deficit and/or negative balance sheet. It has therefore continued to adopt the going concern basis in preparing its financial statements.”
Significant events
- “In 2024/25 the UC Trust made the strategic decision to broaden its involvement with a wider group of stakeholders across geographies, and in different phases of their careers. We wanted to make an impact on a larger UC community.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
10 active · 25 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| KOPECK, Heather Rene | Secretary | 2020-10-27 | — | — |
| ANDERSON, Jodi | Director | 2024-03-07 | Mar 1972 | British |
| BARBER, Bernard Bradley | Director | 2002-07-15 | Jun 1946 | American |
| DUCI, Renee Christina | Director | 2022-05-01 | Aug 1981 | American |
| HELSON, David Mathews | Director | 2005-10-04 | Aug 1956 | American |
| KISSINGER, Megan | Director | 2024-09-26 | Aug 1970 | American |
| KOPECK, Heather | Director | 2020-07-28 | Aug 1977 | American |
| MILLER, Deborah | Director | 2015-07-01 | Jul 1952 | American |
| O'NEILL, Geoff | Director | 2009-03-26 | Apr 1960 | American |
| WHITE, Sven Harvey Philip | Director | 2018-02-15 | Sep 1962 | American |
Show 25 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BINION, Gayle | Secretary | 2004-07-01 | 2004-11-04 |
| CRAWFORD, Donald Wesley, Professor | Secretary | 2004-11-04 | 2010-04-02 |
| CRAWFORD, Donald Wesley, Professor | Secretary | 1998-12-18 | 1999-02-26 |
| DUGGAN, Mary Kay, Prof | Secretary | 2002-11-30 | 2004-07-01 |
| MATEER, Niall John, Dr | Secretary | 2000-11-01 | 2002-03-11 |
| O'NEILL, Geoff | Secretary | 2010-04-02 | 2020-10-27 |
| SACKER, Anthony | Secretary | 1999-02-26 | 2000-11-29 |
| BINION, Gayle | Director | 2004-11-04 | 2006-07-01 |
| BROKENSHA, David Warwick, Emeritus Professor | Director | 1998-12-18 | 2000-05-27 |
| BUCH, Allan | Director | 2002-07-15 | 2005-08-08 |
| COWAN, Michael Heath, Professor | Director | 2005-07-12 | 2009-09-30 |
| CRAWFORD, Donald Wesley, Professor | Director | 1998-12-18 | 2010-04-02 |
| DUGGAN, Mary Kay, Prof | Director | 2002-07-15 | 2009-03-30 |
| ENTRIKIN, Nicholas, Professor | Director | 2009-03-26 | 2010-06-30 |
| HEILBRON, John L, Professor | Director | 2000-07-01 | 2008-09-23 |
| HEWITT, Andrew Reginald, Professor | Director | 2006-07-14 | 2007-05-24 |
| KOPECK, Heather Rene | Director | 2020-07-28 | 2020-10-27 |
| MATEER, Niall John, Dr | Director | 2000-11-01 | 2002-12-01 |
| PERALTA, John | Director | 2009-03-26 | 2012-06-30 |
| SAWYER, Robert, Prof | Director | 2003-10-13 | 2005-07-06 |
| SCHWARZ, Steven, Prof | Director | 2000-07-01 | 2004-11-04 |
| STOFAN, James Edward | Director | 2006-12-08 | 2008-11-04 |
| WISELEY, Jodi Ellen | Director | 2020-07-28 | 2021-09-24 |
| YEN, Chia | Director | 2019-05-20 | 2023-10-02 |
| ZWERDLING, Alex, Professor | Director | 1999-04-12 | 2002-07-15 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Mrs Greta Marie Paa-Kerner | Individual | Significant influence, significant-influence-or-control-as-firm | 2023-03-20 | Ceased 2024-06-06 |
| Ms Deborah Miller | Individual | Significant influence | 2016-04-06 | Ceased 2024-06-06 |
| Mr David Helson | Individual | Significant influence | 2016-04-06 | Ceased 2024-06-06 |
| Mr Bernard Bradley Barber | Individual | Significant influence | 2016-04-06 | Ceased 2024-06-06 |
| Mr Geoff O'Neill | Individual | significant-influence-or-control-as-trust | 2016-04-06 | Ceased 2020-10-27 |
Filing timeline
Last 20 of 148 total filings
Material constitutional events — rename, articles re-file, resolution
- 2025-08-15 RESOLUTIONS Resolution
- 2025-08-15 MA Memorandum articles
- 2025-08-15 CC04 Statement of companys objects
- 2025-03-21 CERTNM Certificate change of name company
- 2025-03-21 NE01 Change of name exemption
- 2025-03-21 NM06 Change of name request comments
- 2025-03-21 CONNOT Change of name notice
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-02-09 | AA | accounts | Accounts with accounts type full | |
| 2026-01-06 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-10-31 | PSC08 | persons-with-significant-control | Notification of a person with significant control statement | |
| 2025-10-21 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2025-10-21 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2025-10-21 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2025-10-21 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2025-08-15 | RESOLUTIONS | resolution | Resolution | |
| 2025-08-15 | MA | incorporation | Memorandum articles | |
| 2025-08-15 | CC04 | change-of-constitution | Statement of companys objects | |
| 2025-03-21 | CERTNM | change-of-name | Certificate change of name company | |
| 2025-03-21 | NE01 | change-of-name | Change of name exemption | |
| 2025-03-21 | NM06 | change-of-name | Change of name request comments | |
| 2025-03-21 | CONNOT | change-of-name | Change of name notice | |
| 2025-02-20 | AA | accounts | Accounts with accounts type full | |
| 2024-12-17 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-10-02 | AP01 | officers | Appoint person director company with name date | |
| 2024-03-15 | AP01 | officers | Appoint person director company with name date | |
| 2024-03-15 | AD01 | address | Change registered office address company with date old address new address | |
| 2024-03-14 | AD01 | address | Change registered office address company with date old address new address |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 10
- Capital events
- 0
- Officers appointed
- 0
- Officers resigned
- 0
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.
Year-on-year
FY2024 → FY2025 · period ending 2025-06-30 vs 2024-06-30
-
Turnover
+4.3%
£1,668,013 £1,740,150
-
Cash
+24.6%
£78,053 £97,247
-
Net assets
+4.7%
£46,402 £48,588
-
Employees
0%
7 7
-
Wages
-9.4%
£457,098 £414,168
Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers