The UMass Foundation

The UMass Foundation

The UMass Foundation

Overview
Date Founded

1950

Charitable Causes

Education Research & Support

Employees (Worldwide)

7

Industries

Social Interest
Investment Services & Portfolio Management

Company Description

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 is a Massachusetts Chapter 180 private, not-for-profit corporation which is exempt from federal taxes under section 501(c)(3) of the Internal Revenue Code. Serving the five campuses of the University, the Foundation is overseen by a Board of Directors. Foundation Objectives To provide a depository for charitable contributions which will benefit the University and which segregates these private funds from public funds; To manage and allocate the assets of the Foundation in a prudent manner through policies which foster stability and growth of its resources; To be available for University use as a vehicle to allow for flexibility, efficiency and economy in financing projects and research; To foster a long-term perspective on the needs of the University; To promote private support of public higher education; and To support University development efforts

Contact Data
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Executives & Employees

Deputy Chief Operating Officer

Associate Vice President & Controller

Senior Associate

Senior Foundation Associate

President

Executive Director

Executive Director, Advancement Systems

General Counsel & Director of Gift Planning

Controller

Managing Director, Morgan Stanley Private Wealth Management

Board of Directors

President at University of Massachusetts, Inc.

Founder at Robert F. Kennedy Children's Action Corps, Inc.

Former Dean of Continuing Studies, Corporate & Online Education at University of Massachusetts - Amherst

Founder at Ironwood Investment Management

Managing Director, Investment Banking Division at Credit Suisse Securities (USA) LLC

Founder at The Bessie Tartt Wilson Initiative for Children, Inc.

Former President at Eastern Bank Corp. (Private Banking)

Chancellor at University of Massachusetts - Amherst

Distinguished Alumni
Jasmine Trillos-Decarie is now Chief Business Development Officer at Stoel Rives LLP
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The UMass Foundation
Advisors & Consultants
Investment Manager

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following business segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan on September 16, 1935 and is headquartered in New York, NY.

Investment Manager

GSO evaluates potential opportunities and investments by using the investment process which includes a variety of proprietary and non-proprietary research models and methods of analyses and a variety of both internal and external resources, such as financial newspapers and magazines, research, and reports provided by third parties and corporate rating services. The firm seeks to capitalize on both long- and short-term inefficiencies in the market by investing across a spectrum of products, often employing a bottom-up analysis, utilizing market technical and fundamental analyses to select investments.

Investment Manager

Founded in 1994 by Daniel S. Och, Och-Ziff Capital Management Group is one of the largest institutional alternative asset managers in the world, with approximately $31.9 billion in assets under management as of January 1, 2013. Our funds seek to generate consistent, positive, absolute returns across market cycles with low volatility compared to the equity markets. We have always limited our use of leverage to generate investment performance and we emphasize preservation of capital. We serve the investment needs of a diversified institutional base, providing asset management services through our hedge funds and other alternative investment vehicles, which pursue a broad range of global investment opportunities. We focus on establishing long-term relationships with a global base of institutional investors, which today includes many of the largest, most sophisticated investors in the world. These include pension funds, fund-of-funds, foundations and endowments, corporations and other institutions, private banks and family offices

Key Stats and Financials As of 2018
Market Capitalization
Total Enterprise Value
Earnings Per Share
Revenue
$54.7M
Non-Profit Donations & Grants
$5,000 - $10K
2018
$10K - $25K
2017
Non-Profit Donations & Grants Received
$8,000
12/31/2018
$35K
12/31/2018
$100
12/31/2018
Suppliers
iModules Software, Inc. Computer Software | Leawood, KS

iModules Software, Inc. provides online constituent engagement management for educational institutions. Its interconnected suite of modules transforms how institutions create relevant constituent experiences and achieve fundraising success through web content management, marketing communications, online giving, event management, ecommerce, and social media integration. The company was founded by Thomas R. Palmer in 2002 and is headquartered in Leawood, KS.

EverTrue, Inc. Schools & Student Services | Boston, MA

EverTrue, Inc. develops an intelligence platform that connects non-profit donor databases to the social graph. The firm support open platforms and collaborative developer ecosystems. It provides a mobile networking platform for alumni, parent, and other communities. The company offers EverTrue, a native application for Android and Apple iOS devices. EverTrue was founded by Brent J. Grinna, Bardo Jesse and Eric Carlstrom in February 2010 and is headquartered in Boston, MA.

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