UNIVERSITY OF MASSACHUSETTS DARTMOUTH FOUNDATION INC

As filed

Subsection

03

NTEE code

B110

Classification

1000

Street

285 OLD WESTPORT RD

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

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.

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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. Earlier years are each on their own filing page.

Filings

• 2023

  Revenue

  $2,246,348

  Expenses

  $3,245,223

  Contributions

  $731,288

  Grants paid

  $2,880,408

• 2022

  Revenue

  $1,778,809

  Expenses

  $3,047,608

  Contributions

  $666,770

  Grants paid

  $2,870,029

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $1,551,568

  Expenses

  $1,823,089

  Assets (EOY)

  $65,058,818

• 2020 · 990

  Revenue

  $3,619,459

  Expenses

  $1,884,543

  Assets (EOY)

  $79,105,896

• 2019 · 990

  Revenue

  $1,483,822

  Expenses

  $4,268,229

  Assets (EOY)

  $60,614,978

• 2018 · 990

  Revenue

  $2,971,609

  Expenses

  $4,750,639

  Assets (EOY)

  $63,506,383

• 2017 · 990

  Revenue

  $3,899,313

  Expenses

  $4,436,778

  Assets (EOY)

  $64,111,858

• 2016 · 990

  Revenue

  $4,736,542

  Expenses

  $3,807,263

  Assets (EOY)

  $62,955,154

• 2015 · 990

  Revenue

  $3,617,872

  Expenses

  $4,701,759

  Assets (EOY)

  $58,651,358

• 2014 · 990

  Revenue

  $7,309,614

  Expenses

  $2,513,196

  Assets (EOY)

  $62,327,982

• 2013 · 990

  Revenue

  $6,651,359

  Expenses

  $3,746,063

  Assets (EOY)

  $58,797,976

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $3,145,957

  Assets (EOY)

  $50,887,604

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

• Univ of Massachusetts Dartmouth

  $2,880,408

  2023 · To support UMass Dartmouth programming

• Univ of Massachusetts Dartmouth

  $2,078,407

  2022 · To support UMass Dartmouth programming

Where these grants went next →

Grants received

• GREATER FALL RIVER DEVELOPMENT CORPORATION

  $1,000,000

  2023 · Educational Grant

• SOUTHCOAST COMMUNITY FOUNDATION INC

  $137,500

  2024 · EDUCATION AND YOUTH DEVELOPMENT

• SOUTHCOAST COMMUNITY FOUNDATION INC

  $125,000

  2022 · ALBERT F. CARR SCHOLARSHIP FUND :: FERBERT, MASON SCOTT

• THE US CHARITABLE GIFT TRUST

  $100,150

  2024 · FOR RECIPIENT'S EXEMPT PURPOSE

• THE US CHARITABLE GIFT TRUST

  $100,125

  2023 · FOR RECIPIENT'S EXEMPT PURPOSE

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $38,325

  2023 · For grant recipient's exempt purposes

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $30,400

  2022 · For grant recipient's exempt purposes

• DONOR ADVISED CHARITABLE GIVING

  $28,251

  2024 · EDUCATION

• FIDELITY INVESTMENTS CHARITABLE GIFT FUND

  $26,150

  2024 · For grant recipient's exempt purposes

• COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC

  $15,000

  2022 · DAF - Education

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Other IRS files