UNIVERSITY OF MASSACHUSETTS

NEWTON, MA, 02459 (781) 912-5015 Est. 1950 EIN 04-6013152
B110 - Education 990 - Public charity return 501(c)(3)
www.umassp.edu/foundation

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.

Giving Portfolio

Total Grants
7
Total Giving
$129.9M
Recipients
7
Years Active
2017 - 2024
Avg grant: $18,966,115 Median: $18,913,816

Yearly Trends

YearGrantsTotal Giving Avg GrantNewRepeat
20242$32.2M $16.1M11
20221$22.8M $22.8M01
20211$19.2M $19.2M01
20201$18.6M $18.6M01
20191$16.6M $16.6M01
20171$20.4M $20.4M10

Sectors Funded

Health Care
1

Top States

Massachusetts
7

Grantee Size Profile

Under $100K
1

Top Grantees

UNIVERSITY OF MASSACHUSETTS
MA - 6 grants
$129.8M

Grants Awarded · 1 grants

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Financials

Total Revenue
$172,508,463
Total Expenses
$52,686,406
Net Assets
$1,531,215,570
46 employees 15 volunteers
From latest filing (tax period ending 2025-06-30)

Financial Health

Operating Reserve
10+ years Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↑ 68.8%
Expenses ↑ 14.2%
Revenue Sources
Contributions 51.9% Earned revenue 3.5% Investment 44.7%
Expense Breakdown
Program 61.1% Management 34.0% Fundraising 4.8%

Officers & Trustees (27)

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Filing History (6 filings)

YearRevenueExpensesNet Assets
2024 990 - Public charity return
Jul 1, 2024 to Jun 30, 2025
$172,508,463 ↑$52,686,406$1,531,215,570
2022 990 - Public charity return
Jul 1, 2022 to Jun 30, 2023
$113,438,486 ↓$46,052,746$1,125,477,097
2021 990 - Public charity return
Jul 1, 2021 to Jun 30, 2022
$315,298,982 ↑$29,200,176$970,923,672
2020 990 - Public charity return
Jul 1, 2020 to Jun 30, 2021
$57,111,837 ↑$28,773,419$835,984,437
2019 990 - Public charity return
Jul 1, 2019 to Jun 30, 2020
$48,530,151 ↓$28,054,629$635,208,914
2017 990 - Public charity return
Jul 1, 2017 to Jun 30, 2018
$54,705,103 $29,309,752$577,933,323

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EIN: 04-6013152 · Source: IRS Form 990 e-file data