Form 990 for tax year 2023

Totals

Total revenue

$2,246,348

Total expenses

$3,245,223

Contributions and grants received

$731,288

Grants paid

$2,880,408

Program service revenue

$0

Investment income

$1,515,060

Other revenue

$0

Total assets, end of year

$77,706,358

Total liabilities, end of year

$9,904,139

Net assets or fund balances, end of year

$67,802,219

Program services expenses (Part IX)

$3,220,580

Management and general expenses

$21,216

Fundraising expenses

$3,427

Program service expenses (Part III)

$3,220,580

Program services were 99.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2023

• Financial Assistance - The Organization provides financial assistance to the educational programming of the University of Massachusetts Dartmouth. The Organization funds research, awards, seminars and instruction as well as financial need-based and merit scholarships to full and part-time students of the University. The Organization also provides support for campus improvements, the library and instructional departments intended to enhance student engagement in the University and its programs. UMass Dartmouth distinguishes itself as a vibrant, public research university dedicated to engaged learning and innovative research resulting in personal and lifelong student success.

  Expenses $3,220,580 · Grants $2,880,408 · Revenue $731,228

As filed on the 2023 return.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• Univ of Massachusetts Dartmouth

  $2,880,408

  To support UMass Dartmouth programming

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

• University of Massachusetts Foundat

  501c3 · Education research programs to University of Massachusetts · MA

• University of Massachusetts Dartmou

  115 · Public University-Post Secondary · MA

Provenance

Return type

form_990

Tax year

2023

Filed

14 May 2025

IRS schema version

2023v6.0

Source object

202501359349304840

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