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
- Not listed yet1
- Investment approach
- Not listed yet1
- 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
- Not listed yet1
- 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
- Website (williampennfoundation.org)Parent organization overview, Pool purpose, Capital pool, Investment model, Investment approach, Asset allocation, Governance, Investment team, Investment office page · checked Jul 25, 2026
- Form 990 (projects.propublica.org)Estimated AUM · checked Jul 25, 2026
Reports and filings
- 3286225714 USD total assets per IRS Form 990-PF/EZ for tax period 2023Form 990 · checked Jul 25, 2026
Profile and job sources
- Website (williampennfoundation.org)Website · checked Jul 25, 2026
- Website (williampennfoundation.org)Website · checked Jul 25, 2026
- Website (projects.propublica.org)Website · checked Jul 25, 2026
- Primary job/profile sourceJob posting · checked Jul 21, 2026