2025-05-15T11:23:51-04:00 2024-06-30 810974967 Allan Smith & Company CPAs PC Two Cabot Place Suite 8 Stoughton MA 02072 990 2023-07-01 237336988 University of Massachusetts Dartmouth Foundation UNIV 285 Old Westport Road North Dartmouth MA 02747 Theresa Curry Executive Direc 5089998200 2025-05-14 true true Allan Smith CPA P00825089 7742065553 2025-05-15 2023 2025-03-06 01:10:19Z 2246348 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. 15 15 0 0 0 666770 731288 0 1112039 1515060 0 1778809 2246348 2870029 2880408 0 0 0 3427 177579 364815 3047608 3245223 -1268799 -998875 70050237 77706358 9062990 9904139 60987247 67802219 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 3220580 2880408 731228 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. 3220580 true false 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 false false true false false false false false false false false false false false false false true false true false true 0 0 true 0 false false false false false false false false false false false false false false false false false X 15 15 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 625284 0 Ramprasad Balasubramanian Director exofficio member 1.00 0.00 X 0 301135 0 Christine Doyle Assistant Treasurer ex offic 1.00 40.00 X 0 265334 0 Dean Hickey Former Executive Director 1.00 40.00 X 0 260260 0 Theresa Curry Executive Director 1.00 40.00 X 0 245230 0 Brian Ayotte Director ex officio member 1.00 0.00 X 0 135459 0 Robert Gauvin Director 1.00 0.00 X 0 0 0 Jan Reynolds Director 1.00 0.00 X 0 0 0 Anthony Buttafoco Director ex officio member 1.00 0.00 X 0 0 0 Carol Rego Director 1.00 0.00 X 0 0 0 Mark Minichiello Director 1.00 0.00 X 0 0 0 Gerald Hall Director 1.00 0.00 X 0 0 0 Brian Kelly Director ex officio member 1.00 0.00 X 0 0 0 Joseph Augustyn Director 1.00 0.00 X 0 0 0 Peter deSilva Director 1.00 0.00 X 0 0 0 Dena Xifaras Director 1.00 0.00 X 0 0 0 Esther Emard Director 1.00 0.00 X 0 0 0 Richard Lafrance Director 1.00 0.00 X 0 0 0 Carl Sittard Director 1.00 0.00 X 0 0 0 Cassie Canastra Director 1.00 0.00 X 0 0 0 Jeff Duchemin Chairman 1.00 0.00 X X 0 0 0 Joseph Cozzolino Vice ChairTreasurer 1.00 0.00 X X 0 0 0 Mary Louise Nunes Secretary 1.00 0.00 X X 0 0 0 0 1832702 0 0 true true false 731288 731288 356879 356879 1158181 1158181 1158181 1158181 2246348 1158181 0 356879 2880408 2880408 320566 320566 19111 19111 235 178 36 21 911 15 896 Meals & Entertainment 23449 19345 1847 2257 543 83 207 253 3245223 3220580 21216 3427 69251 24237 667279 614029 6009 66722945 74599289 2584753 2468803 70050237 77706358 13827 9049163 9904139 9062990 9904139 X 1414182 59573065 67802219 60987247 67802219 70050237 77706358 X -998875 7929797 -115950 X X false true X true false X 301355 673349 395398 666770 731288 2768160 301355 673349 395398 666770 731288 2768160 217732 2550428 96173 472560 12970 27631 356879 966213 96173 96173 3830546 0.66580 0.69060 X 56988312 830817 9071545 2636920 64253754 52577203 439360 5444691 1472942 56988312 63682013 286055 -10292344 1098521 52577203 49869290 449898 16677075 3314250 63682013 52252578 228242 1118769 3730299 49869290 0.91870 0.08130 false true true Long-term investments 74599289 F 74599289 Beneficial interest perpetual trust 2468803 2468803 Assets held for related party 9904139 9904139 10060195 7929797 -115950 7813847 2246348 2246348 3245223 3245223 3245223 Other revenues not included on Form 990 (Part XI, line 2d) Change in beneficial interest in net assets of perpetual charitable trusts. true Univ of Massachusetts Dartmouth 285 Old Westport Road North Dartmouth MA 02747 046002284 115 2880408 Fair value NA To support UMass Dartmouth programming 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 Christine Doyle Assistant Treasurer ex officio 265334 265334 Mark Fuller Presidentex officio member 625284 625284 Theresa Curry Executive Director 245230 245230 Ramprasad Balasubramanian PhD Director exofficio member 301135 301135 Dean Hickey Former Executive Director 260260 260260 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 false false false false false false false false University of Massachusetts Dartmou b 2880408 Cost University of Massachusetts Dartmou l Cost University of Massachusetts Dartmou o Cost University of Massachusetts Dartmou p Cost University of Massachusetts Dartmou q Cost