Massachusetts · Nonprofit
UNIVERSITY OF MASSACHUSETTS FOUNDATION INC
UNIVERSITY OF MASSACHUSETTS FOUNDATION INC (Massachusetts) receives grants from 171 organizations whose IRS filings report $73,461,674 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($12,367,908). 93 of them have funded it in more than one year.
- Revenue FY2025
- $173M
- Funders on record
- 171
- Grants received
- $73M
- Net assets
- $1.5B
What University of Massachusetts Foundation Inc does
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 stated on its FY2025 Form 990.
Program
The university of massachusetts foundation, inc. Invests funds for the benefit of the university of massachusetts and to promote the general welfare of higher education in the commonwealth of massachusetts. The foundation's support includes but is not limited to scholarship and education programs and general program support.
$32,209,329 spentof which $32,209,329 as grants$5,963,632 earned by the program100% of program spending
The program described on its FY2024 Form 990. Program spending in total: $32,209,329.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $1.3B to $2.8B (+113%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2017 0% · 2018 0% · 2019 0% · 2020 4% · 2021 3% · 2022 2% · 2023 7% · 2024 10% · 2025 6%. Grants only. Government contracts and fees sit inside program revenue.
52% of UNIVERSITY OF MASSACHUSETTS FOUNDATION INC’s revenue is contributions — more reliant on donations than three-quarters of its peers (14% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
James R Julian Jr
Chief executive officer
Board chair
Robert J Manning
Director/chair
As listed on its FY2025 Form 990.
Who funds it, year by year
2017 → 2023: the base broadened from 27 funders to 62 funders, grant income rose $3.9M → $9.3M.
41 of 171 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 41% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of UNIVERSITY OF MASSACHUSETTS FOUNDATION INC’s funders (the co-funder graph). Top 30 of 171 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
UNIVERSITY OF MASSACHUSETTS FOUNDATION INC has a broad base — no single funder exceeds 17% of grant income, and it takes 7 funders to reach half.
the vertical line marks half of all grant income — 7 funders to its left
58% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund UNIVERSITY OF MASSACHUSETTS FOUNDATION INC.
Largest funder’s share by year: 2017 30% · 2018 23% · 2019 32% · 2020 24% · 2021 12% · 2022 30% · 2023 24% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
41% of UNIVERSITY OF MASSACHUSETTS FOUNDATION INC's funders are still giving 3 years after their first grant; 54% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
63% of UNIVERSITY OF MASSACHUSETTS FOUNDATION INC's grant income comes from Massachusetts funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $30M arriving through sponsors registered in 19 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
UNIVERSITY OF MASSACHUSETTS FOUNDATION INC runs a healthier operating margin than three-quarters of the 679 education nonprofits its size.
this organization peer median middle 50% of peers· 679 education nonprofits over $100M, FY2025
Organizations like UNIVERSITY OF MASSACHUSETTS FOUNDATION INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Massachusetts
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
61% of spending goes to programs.
Governance
Public support
53%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 17 states
Part of a family of 2 related entities
- Charitable Remainder Trusts (4) · corp_trust
- Pooled Income Fund (2) · corp_trust
Screen this organization
A dated, signed PDF of the compliance screen for UNIVERSITY OF MASSACHUSETTS FOUNDATION INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds UNIVERSITY OF MASSACHUSETTS FOUNDATION INC?
- UNIVERSITY OF MASSACHUSETTS FOUNDATION INC (Massachusetts) receives grants from 171 organizations whose IRS filings report $73,461,674 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($12,367,908). 93 of them have funded it in more than one year.
- How many funders does UNIVERSITY OF MASSACHUSETTS FOUNDATION INC have?
- IRS filings report 171 organizations giving $73,461,674 in grants to UNIVERSITY OF MASSACHUSETTS FOUNDATION INC, 93 of which have funded it in more than one year.
- Who is the largest funder of UNIVERSITY OF MASSACHUSETTS FOUNDATION INC?
- FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $12,367,908 in grants. The full list of funders is on this page.
- How can an organization like UNIVERSITY OF MASSACHUSETTS FOUNDATION INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Massachusetts. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 171 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing