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EIN 04-6013152

University of Massachusetts Foundation

IRS 501(c) type
501(c)(3)
Num. employees
29
City
Newton
State
Massachusetts
Year formed
1950
Most recent tax filings
2023-06-01
NTEE code, primary
B80: Student Services and Organizations of Students
Description
The mission of the University of Massachusetts Foundation is to foster and promote the growth, progress and general welfare of the University of Massachusetts as stated in the original 1950 Articles of Organization.
Total revenues
$113,438,486
2023
Total expenses
$46,052,746
2023
Total assets
$1,147,511,717
2023
Num. employees
29
2023

Program areas at University of Massachusetts Foundation

The University of Massachusetts Foundation, Inc. Invests funds for the benefit of the University of Massachusetts including, but not limited to support of the scholarship and education programs and general program services expenditures.

Grants made by University of Massachusetts Foundation

GranteeGrant descriptionAmount
University of MassachusettsSee Part Iv$22,807,596

Who funds University of Massachusetts Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$2,279,990
Robert and Ardis James FoundationGeneral & Unrestricted$650,000
Fox Rock FoundationUnrestricted Contributions$500,000
...and 73 more grants received totalling $8,875,799

Personnel at University of Massachusetts Foundation

NameTitleCompensation
Barry F MorrisonChief Financial Officer$103,077
Theresa M. Curry, J.D.Vice President, Development and Constituent Engagement and Associate General Counsel
Geoffrey BowesManaging Director, Investment Team$508,823
Linda LiangDirector of Operations$201,813
Ashley ChangDirector of Investments
...and 12 more key personnel

Financials for University of Massachusetts Foundation

RevenuesFYE 06/2023
Total grants, contributions, etc.$73,320,621
Program services$0
Investment income and dividends$10,792,579
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$16,743,156
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$12,582,130
Total revenues$113,438,486

Form 990s for University of Massachusetts Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-15990View PDF
2022-062023-05-15990View PDF
2021-062022-05-16990View PDF
2020-062021-05-28990View PDF
2019-062020-12-10990View PDF
...and 9 more Form 990s

Organizations like University of Massachusetts Foundation

OrganizationLocationRevenue
Kansas State University FoundationManhattan, KS$185,341,726
Washington State University Foundation (WSU)Pullman, WA$111,558,149
University of Illinois FoundationChampaign, IL$450,262,389
University of Arizona FoundationTucson, AZ$224,627,676
Boise State University FoundationBoise, ID$40,142,108
The Florida State University FoundationTallahassee, FL$96,038,685
University of Mary Washington FoundationFredericksburg, VA$42,619,007
The Pittsburgh FoundationPittsburgh, PA$80,275,888
University of Mississippi FoundationOxford, MS$101,913,234
The University of Florida FoundationGainesville, FL$200,529,178
Data update history
April 24, 2025
Received grants
Identified 17 new grant, including a grant for $491,400 from Waverley Street Foundation
January 19, 2025
Received grants
Identified 18 new grant, including a grant for $650,000 from Robert and Ardis James Foundation
October 20, 2024
Received grants
Identified 5 new grant, including a grant for $500,000 from Fox Rock Foundation
July 22, 2024
Updated personnel
Identified 1 new personnel
July 16, 2024
Received grants
Identified 21 new grant, including a grant for $250,000 from Mathworks Foundation
Nonprofit Types
Grantmaking organizationsSchoolsCharities
Issues
Education
Characteristics
Provides grantsLobbyingOperates internationallyState / local levelReceives government fundingEndowed supportFundraising races, competitions, and tournamentsTax deductible donations
General information
Address
100 Carlson Ave Building 12
Newton, MA 02459
Metro area
Boston-Cambridge-Newton, MA-NH
County
Middlesex County, MA
Facebook page
UniversityofMassachusetts 
Twitter profile
@umass 
IRS details
EIN
04-6013152
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1950
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B80: Student Services and Organizations of Students
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Not Operate or Solicit for Charitable Purposes
Charity Registration status
Delinquent
FTB status revoked
Not revoked
AG Registration Number
CT0189004
FTB Entity ID
None yet
AB 488 data last updated ("as-of") date
2025-05-21
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