University of Massachusetts Foundation Inc
Donations deductibleUniversity of Massachusetts Foundation Inc's network
15 people3 organisationsi15 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (15). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
15 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 15 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Edward H D'Alelio Chair | Chair | 2018 | 8 yrs |
| Daniel E Feder | Director | 2018 | 8 yrs |
| Grace K FEY | Director | 2022 | 4 yrs |
| Jose F Demederios | Director | 2021 | 5 yrs |
| Jose J Cortez | Director | 2022 | 4 yrs |
| Katherine P Craven | Director (As of Jan. 2023) | 2023 | 3 yrs |
| Maria D Furman | Company secretary | 2018 | 8 yrs |
| Nathan P Chesley | Director | 2018 | 8 yrs |
| Philip W Johnston | Director | 2018 | 8 yrs |
| R Norman Peters ESQ | Director | 2018 | 8 yrs |
| Robert J Manning | Vice Chair (As of July 2022) | 2018 | 8 yrs |
| Robert R Reitano | Director | 2018 | 8 yrs |
| Suzanne L Stefany | Director | 2018 | 8 yrs |
| Victor Woolridge | Treasurer (As of July 2022) | 2021 | 5 yrs |
| Warren J Isabelle | Director | 2018 | 8 yrs |
Officers and senior leadership
19 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Barry F Morrison | CFO (As of Aug. 2022) | 2023 |
| Charles J Pagnam | Executive Vice President | since 2018 |
| Christopher J Youlden | Senior Financial Analyst | since 2018 |
| Daniel Swartz | Exec. Director, Advancement Systems | since 2018 |
| Daniel Swartz Exec DIR | Adv. Systems (Until Jan. 2022) | 2022 |
| Geoffrey Bowes | Managing Director, Investment Team | since 2020 |
| James R Julian JR | Executive VP/Ex-Officio | since 2022 |
| Jonathan Gibbons | Chief Investment Officer | since 2018 |
| Judith A Murphy | Assoc. VP/Controller | since 2018 |
| Linda Liang | Director of Operations | since 2019 |
| Maura O'Keefe | Senior Foundation Associate | 2023 |
| Michael Barone | Interim CFO (Until July 2022) | since 2022 |
| Paul Dawley | General Counsel (As of July 2022) | 2023 |
| Sandy Fisher | Assoc. VP/Advancement Info SVC. | since 2018 |
| Sandy Fisher Assoc VP | Adv. Systems (Until Jan 2022) | 2022 |
| Sarah McDonnel | Assistant General Counsel | 2023 |
| Sarah McDonnell | Sr. Foundation Associate | 2018 |
| Theresa Curry VP Devel Const ENG | Assoc Gen Counsel (As of Apr 2022) | 2022 |
| Theresa Curry VP Develop | Constituent Engmt/Assoc Gen Counsel | 2023 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Jonathan Gibbons | Chief Investment Officer | 40 | $1.5m | $308k | |
| James R Julian Jr | Chief Executive Officer | 40 | $1m | $159k | |
| Geoffrey Bowes | Managing Director, Investment Team | 40 | $564k | $180k | |
| Barry Morrison | Chief Financial Officer | 40 | $405k | $97k | |
| Paul Dawley | General Counsel | 40 | $356k | $96k | |
| Derek Wade | Director of Investment Operations | 40 | $313k | $95k | |
| Hsungwen Chang | Director of Investment (Until 9/25) | 40 | $293k | $108k | |
| Katherine D Targett | Chief Digital Information Officer | 40 | $248k | $29k | |
| Qing Wan | Controller | 40 | $193k | $65k | |
| William K Chase | Sr. Dir. of It Infrastructer & Security | 40 | $190k | $20k | |
| Theresa Curry | VP for Dev & Ce (Until 1/25) | 40 | $181k | $14k | |
| Robert J Manning | Director/Chair | 1 | $0 | ||
| Victor Woolridge | Director/Treasurer | 1 | $0 | ||
| Maria D Furman | Director/Secretary | 1 | $0 | ||
| Nathan P Chesley | Director | 1 | $0 | ||
| Jose J Cortez | Director | 1 | $0 | ||
| Katherine P Craven | Director | 1 | $0 | ||
| Edward H D'alelio | Director | 1 | $0 | ||
| Jose F Demedeiros | Director | 1 | $0 | ||
| Daniel E Feder | Director | 1 | $0 | ||
| Grace K Fey | Director | 1 | $0 | ||
| Warren J Isabelle | Director | 1 | $0 | ||
| Philip W Johnston | Director (Until 4/25) | 1 | $0 | ||
| R Norman Peters Esq | Director | 1 | $0 | ||
| Paul T Quistberg | Director | 1 | $0 | ||
| Robert R Reitano | Director | 1 | $0 | ||
| Suzanne L Stefany | Director | 1 | $0 |
Colorado roster
23 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20263019772). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.| Name | Title as filed |
|---|---|
| Paul Dawley | General Counsel |
| Vanessa Bernard | Compliance Analyst |
| Philip Johnston | Member of the Board (Former) |
| Victor Woolridge | Treasurer of the Board |
| James Julian, Jr. | Chief Executive Officer |
| Daniel Feder | Member of the Board |
| Edward D-Alelio | Member of the Board |
| Qing Wan | Controller |
| Suzanne Stefany | Member of the Board |
| Nathan Chesley | Member of the Board |
| R. Norman Peters | Member of the Board |
| Katherine Craven | Member of the Board |
| Robert Manning | Chair of the Board |
| Paul Quistberg | Member of the Board |
| Jose Cortez | Member of the Board |
| Robert Reitano | Member of the Board |
| Jose Demedeiros | Member of the Board |
| Warren Isabelle | Member of the Board |
| Barry Morrison | Chief Financial Officer |
| Grace Fey | Member of the Board |
| Barry Morrison | |
| Maria Furman | Secretary of the Board |
| Jonathan Gibbons | Chief Investment Officer |
About
- Legal name
- University of Massachusetts Foundation Inc
- EIN
- 046013152
- Address
- 100 Carlson Avenue Building 12, Newton, MA, 02459-3326
- State
- Massachusetts
- Mission
- 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 & public gifts for the benefit of the university of massachusetts and its educational mission. (as filed on the Form 990)
- Activity (NTEE)
- B110 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 9 (IRS master file code)
- Formed
- 1950
- Principal officer
- James R Julian Jr (as named on the Form 990)
- IRS ruling date
- 1 March 1957
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2023
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsEdward H D'Alelio
≥8years on the filingsDaniel E Feder
≥8years on the filingsMaria D Furman
≥8years on the filingsNathan P Chesley
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $2.8bn
- Total liabilities
- $1.27bn
- Net assets or fund balances
- $1.53bn
- Contributions and grants received
- $89.5m
- Program service revenue
- $6m
- Grants and similar paid out
- $32.2m
- Employees
- 46
- Volunteers
- 15
Grants paid
2 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| University of Massachusetts | $32.1m | |
| Berkshire Health Systems Inc | To support medical education at berkshire medcial center | $58k |