2024-05-14T23:06:27-04:00 2023-06-30 810974967 Allan Smith & Company CPAs PC Two Cabot Place Suite 8 Stoughton MA 02072 990 2022-07-01 237336988 University of Massachusetts Dartmouth Foundation UNIV 285 Old Westport Road North Dartmouth MA 02747 Theresa Curry Executive Direc 5089998200 2024-02-24 true Theresa Curry Allan Smith CPA P00825089 7742065553 2024-05-14 0 00 AAL2 IAL1 2022 2023-04-26 12:10:37Z 3356369 false X www.umassd.edu X 1973 MA The Organization provides financial assistance for educational programming of the University of Massachusetts Dartmouth. The Organization funds research, awards, seminars and instruction as well as need-based and merit scholarships to students of the University. 14 14 0 0 0 395398 666770 0 1156170 1112039 0 1551568 1778809 1748046 2870029 0 0 0 10751 75043 177579 1823089 3047608 -271521 -1268799 65058818 70050237 8379214 9062990 56679604 60987247 The Organization provides financial assistance for educational programming of the University of Massachusetts Dartmouth. The Organization funds research, awards, seminars and instruction as well as need-based and merit scholarships to students of the University. false false 3012521 2870029 666770 Financial Assistance - The Organization provides financial assistance to the educational programming of the University of Massachusetts Dartmouth. The Organization funds research, awards, seminars and instruction as well as financial need-based and merit scholarships to full and part-time students of the University. The Organization also provides support for campus improvements, the library and instructional departments intended to enhance student engagement in the University and its programs. UMass Dartmouth distinguishes itself as a vibrant, public research university dedicated to engaged learning and innovative research resulting in personal and lifelong student success. 3012521 true true false false false false false false false true false true false false true false true false false false false false false false false false false true true true false false false false false false false false false false false false false true false true false true 6 0 true 0 false false false false false false false false false false false false false false false false false X 14 14 false false false false true true false true true false false true true true true true true false false false MA X X Theresa Curry 5089998200 285 Old Westport Road North Dartmouth MA 02747 Mark Fuller Presidentex officio member 1.00 40.00 X 0 642927 201052 Dean Hickey Former Executive Director 1.00 40.00 X 0 311034 82120 Hanchen Huang Vice President ex officio 1.00 40.00 X 0 194261 34608 Doug Roscoe Director ex officio member 1.00 40.00 X 0 144454 54333 Christine Doyle Assistant Treasurer ex offic 1.00 40.00 X 0 99341 21206 Esther Emard Director 1.00 0.00 X 0 0 0 Richard Lafrance Director 1.00 0.00 X 0 0 0 Gerald Hall Director 1.00 0.00 X 0 0 0 Theresa Curry Executive Director 1.00 40.00 X 0 0 0 Brian Ayotte Director ex officio member 1.00 0.00 X 0 0 0 Robert Gauvin Director 1.00 0.00 X 0 0 0 Jan Reynolds Director 1.00 0.00 X 0 0 0 Carl Sittard Director 1.00 0.00 X 0 0 0 Dena Xifaras Director 1.00 0.00 X 0 0 0 Peter deSilva Director 1.00 0.00 X 0 0 0 Richard Aubut Director 1.00 0.00 X 0 0 0 Brian Kelly Director ex officio member 1.00 0.00 X 0 0 0 Cassie Canastra Director 1.00 0.00 X 0 0 0 Joseph Augustyn Director 1.00 0.00 X 0 0 0 Castell Abner Jr Director ex officio member 1.00 0.00 X 0 0 0 Jeff Duchemin Chairman 1.00 0.00 X X 0 0 0 Carol Kozma Clerk ex officio member 1.00 40.00 X X 0 0 0 Joseph Cozzolino Treasurer 1.00 0.00 X X 0 0 0 0 1392017 393319 0 true true false 666770 666770 27631 27631 2661968 1577560 1084408 1084408 1084408 1778809 1084408 0 27631 2078407 2078407 791622 791622 18329 18329 16811 12724 1839 2248 3544 60 3484 14173 14173 Meals & Entertainment 50838 41941 4004 4893 Contract Services 46171 46171 Equipment and Rentals 10168 10168 17545 17315 104 126 3047608 3012521 24336 10751 27615 69251 839648 667279 1730 6009 61602327 66722945 2587498 2584753 65058818 70050237 12596 13827 8366618 9049163 8379214 9062990 X 1514903 1414182 55164701 59573065 56679604 60987247 65058818 70050237 X -1268799 5775864 -196677 -2745 X X false true X true false X 1303910 301355 673349 395398 666770 3340782 1303910 301355 673349 395398 666770 3340782 415928 2924854 148615 96173 472560 12970 27631 757949 40511 96173 136684 4235415 0.69060 0.72170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 52577203 439360 5444691 1472942 56988312 63682013 286055 -10292344 1098521 52577203 49869290 449898 16677075 3314250 63682013 52252578 228242 1118769 3730299 49869290 51653290 705229 2522738 2642639 52238618 0.92030 0.07970 false true true Long-term investments 66722945 F 66722945 Beneficial interest perpetual trust 2584753 2584753 Assets held for related party 9049163 9049163 7430820 5775864 75569 -2745 5848688 1582132 196677 196677 1778809 3123177 75569 75569 3047608 3047608 Other revenues not included on Form 990 (Part XI, line 2d) Change in beneficial interest in net assets of perpetual charitable trusts. Other expenses included on Form 990 (Part XII, line 4b) Unrealized loss on perpetual trust. true Univ of Massachusetts Dartmouth 285 Old Westport Road North Dartmouth MA 02747 046002284 115 2078407 75569 Fair value NA To support UMass Dartmouth programming Student need-based and merit scholarships 700981 Fair value NA Monitoring procedures (Part I, line 2) The Organization reviews all distributions made to the University of Massachusetts Dartmouth programming, research, seminars and student needs-based and merit scholarships for consistency with donors intent and directive. Documentation supporting the use of funds awarded is maintained to document the support provided. X X X X X false false false false false false false false false Hanchen Huang Vice President ex officio 158231 36030 25958 8650 228869 Dean Hickey Former Executive Director 302555 8479 49634 32486 393154 Doug Roscoe Director ex officio member 138223 6231 21677 32656 198787 Mark Fuller Presidentex officio member 487724 155203 177051 24001 843979 Members or stockholder classes and rights Part VI line 6 Board members are recommended by the Nominating Committee of the Board of Directors and are approved at the annual meeting in October by a quorum of current Board members. These individuals are chosen based on their past commitment to the University of Massachusetts Dartmouth, expertise, experiences and standing in the community. Member election for additional members Part VI line 7a Board members are recommended by the Nominating Committee of the Board of Directors and are approved at the annual meeting in October by a quorum of current board members. These individuals are chosen based on their past commitment to the University of Massachusetts Dartmouth, expertise, experiences and standing in the community. Form 990 governing body review Part VI line 11 The Federal and Commonwealth of Massachusetts information filings are provided to the full Board of Directors for review, edit and approval. The filings are completed upon approval of the Board of Directors. Conflict of interest policy compliance Part VI line 12c The Organization has a formal conflict of interest policy that provides clarity to directors, officers and employees of the related organization (UMass Dartmouth) as to relationships that may present a possible conflict of interest. The policy provides for the self-declaration in advance of the relationship or transaction to the Finance Committee of the Board of Directors who is charged with reviewing all disclosures of possible conflicts. The Finance Committee reviews the facts and circumstances, makes a determination that is documented in the minutes of the meeting and disclosure is provided to the full Board of Directors. Form 990 availability to public Part VI line 18 The Organization makes all Federal and Commonwealth of Massachusetts information filings and governing documents available upon formal request. Various companies and the Commonwealth of Massachusetts Attorney General make these filings and the audited financial statements available at their web sites. Governing documents etc available to public Part VI line 19 The Organization makes its governing documents, conflict of interest statements and disclosures, whistleblower policy and other policies and procedures available to the public upon formal request. Audited by an independent accountant Part XII line 2b The Finance Committee as a committee of the Board of Directors, reviews and approves the auditor selection for recommendation to the full Board of Directors for approval to contract. Explanation of other changes in net assets or fund balances Part XI line 9 Changes in the fair value of the underlying assets of perpetual trusts. Part XI response or note to any line in Part XI Line 7- Unrealized loss on perpetual trust. University of Massachusetts Foundat 100 Carlson Avenue building 12 Newton MA 02459 Education research programs to University of Massachusetts MA 501c3 5 N/A false University of Massachusetts Dartmou 285 Old Westport Road North Dartmouth MA 02747 046002284 Public University-Post Secondary MA 115 N/A false false true false false false false false false false false false true false false true true true false false University of Massachusetts Dartmou b 2078407 Cost University of Massachusetts Dartmou l 10000 Cost University of Massachusetts Dartmou o 75569 Cost University of Massachusetts Dartmou p 3000 Cost University of Massachusetts Dartmou q 75569 Cost