Allocator CareersUpdated Jul 21, 2026
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Foundation

William Penn Foundation

endowment1 — Philadelphia.

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Overview

The William Penn Foundation invests in ideas that expand opportunity for all in the Philadelphia region.1

William Penn Foundation's investment pool supports the organization's philanthropic mission and grantmaking capacity.1

Investment program

Estimated AUM
$3.3B as of Dec 31, 20242
Capital pool
endowment1
Investment model
The Foundation maintains an in-house Investments function with a CIO, investment directors, and analysts. The fetched source does not specify whether all portfolio implementation is direct or delegated to external managers.3
Investment approach
Amy plays a key role in asset allocation, due diligence, and research across various asset classes.4
Spending support
Not listed yet
Spending policy
Not listed yet
Asset allocation
Public evidence references these asset classes or allocation areas: fixed income.1
Performance
Not listed yet
Governance
14, 2024 Primary tax return for a private foundation's activities, finances, and governance View Filing Schedules ▼ Form 990PF Accounting Fees Schedule Expenditure Responsibility Statement Investments Corporate Bonds Schedule Investments Corporate Stock Schedule Investments Government Obligations Schedule Investments - other schedule Land, etc.1
Investment team
The current staff listing identifies MaDoe Htun as Chief Investment Officer; Amy Chan, John Cross, Jeffrey Jackman, and Dane Kline as Directors of Investments; and Elena Filograna and Gabrielle Fontanilla as investment analysts.3
Unfunded commitments
Not listed yet
Source freshness
Last verified Jul 21, 2026 · Needs review

Sources

Last verified Jul 21, 2026 from public career and organization materials.

Fact notes

  1. Website (williampennfoundation.org)Parent organization overview, Pool purpose, Capital pool, Asset allocation, Governance · checked Jul 25, 2026
  2. Form 990 (projects.propublica.org)Estimated AUM · checked Sep 1, 2026
  3. Website (williampennfoundation.org)Investment model, Investment team, Investment office page · checked Aug 6, 2026
  4. Website (williampennfoundation.org)Investment approach · checked Sep 2, 2026

Reports and filings

Profile and job sources