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UNIVERSITY OF MASSACHUSETTS FOUNDATION

EIN: 04-6013152Newton, MAZIP: 02459
B110 - Education501(c)(3)

Mission

TO FOSTER AND PROMOTE THE GROWTH, PROGRESS AND GENERAL WELFARE OF THE UNIVERSITY OF MASSACHUSETTS AS STATED IN THE ORIGINAL 1950 ARTICLES OF ORGANIZATION. TO INVEST PRIVATE SUPPORT FOR THE BENEFIT OF THE UNIVERSITY OF MASSACHUSETTS.

Financials

YearRevenueExpensesAssets
2022$113.4M$0$1.1B

Compensation

JONATHAN GIBBONS
Chief Investment Officer
key employee
$548,117
$739,414
$0
$1,853,235
GEOFFREY BOWES
Managing Director, Investment Team
highest compensated employee
$316,433
$192,390
$0
$765,634
JAMES R JULIAN JR
CEO (As of Aug. 2022)
chief executive officer
$197,247
$165,000
$4,615
$415,540
THERESA CURRY VP DEVELOP
Constituent Engmt/Assoc Gen Counsel
officer (unspecified)
$279,723
$0
$8,308
$317,639
LINDA LIANG
Dir of Operations (Until Sept. 2022)
highest compensated employee
$148,390
$53,423
$0
$232,726
PAUL DAWLEY
General Counsel (As of July 2022)
officer (unspecified)
$0
$0
$0
$136,237
SARAH MCDONNEL
Assistant General Counsel
highest compensated employee
$0
$0
$0
$132,960
MAURA O'KEEFE
Senior Foundation Associate
highest compensated employee
$0
$0
$0
$129,147
BARRY F MORRISON
CFO (As of Aug. 2022)
chief financial officer
$0
$0
$0
$113,545
CHRISTOPHER YOULDEN
Invmt. Associate (Until Apr. 2022)
highest compensated employee
$0
$0
$0
$109,701
MARIA D FURMAN
Secretary
officer (unspecified)
$0
$0
$0
$0
JOSE J CORTEZ
Director
board member
$0
$0
$0
$0
DANIEL E FEDER
Director
board member
$0
$0
$0
$0
NATHAN P CHESLEY
Director
board member
$0
$0
$0
$0
GRACE K FEY
Director
board member
$0
$0
$0
$0
KATHERINE P CRAVEN
Director (As of Jan. 2023)
board member
$0
$0
$0
$0
ROBERT R REITANO
Director
board member
$0
$0
$0
$0
ROBERT J MANNING
Vice Chair (As of July 2022)
board vice chair
$0
$0
$0
$0
VICTOR WOOLRIDGE
Treasurer (As of July 2022)
officer (unspecified)
$0
$0
$0
$0
SUZANNE L STEFANY
Director
board member
$0
$0
$0
$0
MICHAEL BARONE
Interim CFO (Until July 2022)
chief financial officer
$0
$0
$0
$0
PHILIP W JOHNSTON
Director
board member
$0
$0
$0
$0
WARREN J ISABELLE
Director
board member
$0
$0
$0
$0
R NORMAN PETERS ESQ
Director
board member
$0
$0
$0
$0
EDWARD H D'ALELIO
Chair
board chair
$0
$0
$0
$0
JOSE F DEMEDERIOS
Director
board member
$0
$0
$0
$0

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