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UNIVERSITY OF MASSACHUSETTS FOUNDATION INC

EIN 04-6013152 NEWTON, MA

Revenue 2024
$172,508,463
Expenses 2024
$52,686,406

Program services were 61.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
B110
Classification
1000
Street
100 CARLSON AVE

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).

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • ROBERT J MANNING

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    1

  • VICTOR WOOLRIDGE

    DIRECTOR/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • MARIA D FURMAN

    DIRECTOR/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • NATHAN P CHESLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOSE J CORTEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATHERINE P CRAVEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EDWARD H D'ALELIO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOSE F DEMEDEIROS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DANIEL E FEDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GRACE K FEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • WARREN J ISABELLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PHILIP W JOHNSTON

    DIRECTOR (UNTIL 4/25)

    Total calculated
    $0
    Hours/week
    1

  • R NORMAN PETERS ESQ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAUL T QUISTBERG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT R REITANO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUZANNE L STEFANY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES R JULIAN JR

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $1,173,502
    From this org
    $1,014,591
    From related orgs
    $0
    Other
    $158,911
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $744,591
    Bonus
    $240,000
    Other
    $30,000
    Deferred
    $114,500
    Nontaxable benefits
    $44,411
    Filer's total
    $1,173,502

  • BARRY MORRISON

    CHIEF FINANCIAL OFFICER

    Total calculated
    $501,577
    From this org
    $404,666
    From related orgs
    $0
    Other
    $96,911
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $332,470
    Bonus
    $62,196
    Other
    $10,000
    Deferred
    $54,500
    Nontaxable benefits
    $42,411
    Filer's total
    $501,577

  • PAUL DAWLEY

    GENERAL COUNSEL

    Total calculated
    $451,898
    From this org
    $355,810
    From related orgs
    $0
    Other
    $96,088
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $290,010
    Bonus
    $55,800
    Other
    $10,000
    Deferred
    $54,500
    Nontaxable benefits
    $41,588
    Filer's total
    $451,898

  • JONATHAN GIBBONS

    CHIEF INVESTMENT OFFICER

    Total calculated
    $1,777,237
    From this org
    $1,469,690
    From related orgs
    $0
    Other
    $307,547
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $641,381
    Bonus
    $231,035
    Other
    $597,274
    Deferred
    $265,535
    Nontaxable benefits
    $42,012
    Filer's total
    $1,777,237

  • KATHERINE D TARGETT

    CHIEF DIGITAL INFORMATION OFFICER

    Total calculated
    $277,248
    From this org
    $248,215
    From related orgs
    $0
    Other
    $29,033
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $233,015
    Bonus
    $15,200
    Other
    $0
    Deferred
    $24,846
    Nontaxable benefits
    $4,187
    Filer's total
    $277,248

  • GEOFFREY BOWES

    MANAGING DIRECTOR, INVESTMENT TEAM

    Total calculated
    $743,752
    From this org
    $563,826
    From related orgs
    $0
    Other
    $179,926
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $326,437
    Bonus
    $103,350
    Other
    $134,039
    Deferred
    $137,850
    Nontaxable benefits
    $42,076
    Filer's total
    $743,752

  • DEREK WADE

    DIRECTOR OF INVESTMENT OPERATIONS

    Total calculated
    $407,835
    From this org
    $312,757
    From related orgs
    $0
    Other
    $95,078
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $239,033
    Bonus
    $58,341
    Other
    $15,383
    Deferred
    $51,781
    Nontaxable benefits
    $43,297
    Filer's total
    $407,835

  • HSUNGWEN CHANG

    DIRECTOR OF INVESTMENT (UNTIL 9/25)

    Total calculated
    $400,775
    From this org
    $292,734
    From related orgs
    $0
    Other
    $108,041
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $248,849
    Bonus
    $34,886
    Other
    $8,999
    Deferred
    $65,505
    Nontaxable benefits
    $42,536
    Filer's total
    $400,775

  • QING WAN

    CONTROLLER

    Total calculated
    $257,958
    From this org
    $193,106
    From related orgs
    $0
    Other
    $64,852
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,906
    Bonus
    $18,200
    Other
    $0
    Deferred
    $20,482
    Nontaxable benefits
    $44,370
    Filer's total
    $257,958

The first 25 listed. 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 — 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

  • 2024
    Revenue
    $172,508,463
    Expenses
    $52,686,406
    Contributions
    $89,479,146
    Grants paid
    $32,209,329
  • 2023
    Revenue
    $102,206,758
    Expenses
    $46,122,528
    Contributions
    $60,159,642
    Grants paid
    $26,715,828
  • 2022
    Revenue
    $113,438,486
    Expenses
    $46,052,746
    Contributions
    $73,320,621
    Grants paid
    $22,807,596

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

  • 2024 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2023 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

  • 2022 · 990-T

    Revenue
    not reported
    Expenses
    not reported
    Assets (EOY)
    not reported

Nonprofiteer parses the Form 990 only. 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.

Grants made

Where these grants went next →

Grants received

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.

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 10 September 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.