University of Massachusetts Foundation
THE MISSION OF THE UNIVERSITY OF MASSACHUSETTS FOUNDATION, INC. 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. THE FOUNDATION RECEIVES, INVESTS AND DISBURSES PRIVATE GIFTS FOR THE BENEFIT OF THE UNIVERSITY OF MASSACHUSETTS AND ITS EDUCATIONAL MISSION.
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$1.3B
+14.6% YoY
Annual Giving
$26.7M
+17.1% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$13.4M
-41.5% YoY
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,315,154,794 | $1,147,511,717 | $988,407,109 |
| Revenue | $102,206,758 | $113,438,486 | $315,298,982 |
| Expenses | $46,122,528 | $46,052,746 | $29,200,176 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $36,512,266 | $27,535,735 | $7,212,542 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does University of Massachusetts Foundation fund?
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT J MANNING | DIRECTOR/CHAIR (AS OF 1/1/24) | 1 | — |
| EDWARD H D'ALELIO | DIRECTOR (& CHAIR THRU 12/31/23) | 1 | — |
| VICTOR WOOLRIDGE | DIRECTOR/TREASURER | 1 | — |
| MARIA D FURMAN | DIRECTOR/SECRETARY | 1 | — |
| NATHAN P CHESLEY | DIRECTOR | 1 | — |
| JOSE J CORTEZ | DIRECTOR | 1 | — |
| KATHERINE P CRAVEN | DIRECTOR | 1 | — |
| JOSE F DEMEDEIROS | DIRECTOR | 1 | — |
| DANIEL E FEDER | DIRECTOR | 1 | — |
| GRACE K FEY | DIRECTOR | 1 | — |
| WARREN J ISABELLE | DIRECTOR | 1 | — |
| PHILIP W JOHNSTON | DIRECTOR | 1 | — |
| R NORMAN PETERS ESQ | DIRECTOR | 1 | — |
| PAUL T QUISTBERG | DIRECTOR (AS OF 1/1/24) | 1 | — |
| ROBERT R REITANO | DIRECTOR | 1 | — |
| SUZANNE L STEFANY | DIRECTOR | 1 | — |
| JAMES R JULIAN JR | CHIEF EXECUTIVE OFFICER | 40 | $962,107 |
| THERESA CURRY VP DEVELOP | CONSTITUENT ENGMT/ASSO. GEN COUNSEL (THRU 1/2024 | 40 | $327,255 |
| BARRY MORRISON | CHIEF FINANCIAL OFFICER | 40 | $298,525 |
| PAUL DAWLEY | GENERAL COUNSEL | 40 | $281,007 |
| JONATHAN GIBBONS | CHIEF INVESTMENT OFFICER | 40 | $978,492 |
| GEOFFREY BOWES | MANAGING DIRECTOR, INVESTMENT TEAM | 40 | $591,415 |
| DEREK WADE | DIRECTOR OF INVESTMENT OPERATIONS | 40 | $270,763 |
| HSUNGWEN CHANG | DIRECTOR OF INVESTMENT | 40 | $246,829 |
| QING WAN | CONTROLLER | 40 | $187,694 |
| WILLIAM K CHASE | SR. DIR. OF IT INFRASTRUCTURE & SECURITY | 40 | $178,250 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
States
Cities
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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