What is the EIN of UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED?

The employer identification number (EIN) of UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED is 06-6070722.

When is the next return of UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED due?

The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.

When did UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED last file with the IRS?

The latest return in the IRS public files is the 990 for the year ended June 2025.

Who is the principal officer of UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED?

The 990 for the year ended June 30, 2025 names AMY YANCEY.

Who are the officers and directors of UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED?

The 990 for the year ended June 30, 2025 lists 41 people; 11 received compensation from the organization, the highest $588,651 (AMY YANCEY, PRESIDENT AND CEO).

How much revenue does UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED have?

On its 990 for the year ended June 30, 2025 it reported revenue of $139,327,144, expenses of $113,506,278 and total assets of $951,473,069 at year end.

Nonprofit · EIN 06-6070722

UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED

Tax-exempt · STORRS, CT 06269

Financials

Revenue Expenses · by fiscal year end

Financials of UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED by year, from its e-filed returns
Year ended	Form	Revenue	Expenses	Net income	Total assets	Liabilities	Net assets
June 30, 2025	990	$139,327,144	$113,506,278	$25,820,866	$951,473,069	$70,739,758	$880,733,311
June 30, 2024	990	$97,529,610	$94,918,627	$2,610,983	$862,688,618	$39,835,177	$822,853,441
June 30, 2023	990	$134,559,275	$85,237,029	$49,322,246	$791,405,326	$39,453,139	$751,952,187

Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants: $60,841,282
Program service revenue: $16,339,240
Investment income: $62,103,683
Net gain from sales of assets: $37,623,515
Net income from fundraising events: $42,939
Other revenue: $42,939

Expenses

Grants and similar amounts paid: $64,251,331
Compensation of officers, directors and key employees: $1,595,107
Other salaries and wages: $16,854,542
Salaries, compensation and benefits (total): $23,601,939
Professional fundraising fees: $947,832
Legal fees: $58,281
Accounting fees: $142,793
Occupancy: $208,206
Travel: $495,153
Depreciation: $176,340
Program services (functional): $64,251,331
Management and general (functional): $24,424,644
Fundraising (functional): $24,830,303

Balance sheet and other

Total assets, start of year: $862,688,618
Total assets, end of year: $951,473,069
Total liabilities, end of year: $70,739,758
Net assets, end of year: $880,733,311
Land, buildings and equipment: $3,256,420
Publicly traded securities: $357,613,581
Net assets without donor restrictions: $22,353,350
Net assets with donor restrictions: $858,379,961
Gross unrelated business income: $324,513
Gross receipts: $139,387,120
Employees: 260
Volunteers: 310
Year formed: 1964
State of legal domicile: CT

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

Name	Title	Hours / week	Compensation	Other / benefits
AMY YANCEY	PRESIDENT AND CEO Trustee or director, Officer	40	$588,651	$50,959
DAVID CARNEY	SVP FINANCE AND CFO Officer	40	$398,470	$60,008
LAURA PADRON	SVP ADVANCEMENT SERVICES (THRU 7/24) Officer	40	$387,860	$34,459
MO COTTON KELLY	CPO & SVP ALUMNI RELATIONS Key employee	40	$345,917	$63,288
SUZANNE O' CONOR	GENERAL COUNSEL Highest-paid employee	40	$317,260	$30,441
JENNIFER SARGENT	SVP ADVANCEMENT SERVICES Highest-paid employee	40	$282,173	$27,167
PETER LAMOTHE	SVP HEALTH SCIENCES Highest-paid employee	40	$223,943	$51,948
RACHEL MARSHALL	VP SCHOOL AND PROGRAM GIVING Highest-paid employee	40	$217,603	$49,760
MICHAEL VAN SAMBECK	VP PRINCIPAL GIVING AND CAMPAIGN Highest-paid employee	40	$211,687	$18,954
MELISSA MAYNARD	AVP FINANCE AND CONTROLLER Former	40	$184,417	$45,897
JONATHAN GREENBLATT - INTERIM	CEO (THRU 03/24)/DIR (AS OF 10/24) Trustee or director	1	$60,988	$4,806
CRAIG ASHMORE	DIRECTOR, CHAIR Trustee or director, Officer	1	$0	$0
TRISHA BAILEY	DIRECTOR (THRU 05/2025) Trustee or director	1	$0	$0
GEORGE BARRIOS	DIRECTOR Trustee or director	1	$0	$0
MARK A BEAUDOIN	DIRECTOR Trustee or director	1	$0	$0

26 more people on this return

Name	Title	Hours / week	Compensation
ALAN R BENNETT	DIRECTOR Trustee or director	1	$0
LORI BIANCAMANO	DIRECTOR Trustee or director	1	$0
TONI BOUCHER	DIRECTOR (AS OF 10/2024) Trustee or director	1	$0
SUE A COLLINS	DIRECTOR Trustee or director	1	$0
ANGELO DEFAZIO	DIRECTOR Trustee or director	1	$0
CRAIG A DOUGLAS	DIRECTOR Trustee or director	1	$0
RICHARD ELDH	DIRECTOR Trustee or director	1	$0
AMY J ERRETT	DIRECTOR, TREASURER Trustee or director, Officer	1	$0
JOHN FODOR	SECRETARY Trustee or director, Officer	1	$0
DAVID H FORD	DIRECTOR Trustee or director	1	$0
STEVEN M GREENSPAN	DIRECTOR Trustee or director	1	$0
MICHAEL G KOPPEL	DIRECTOR Trustee or director	1	$0
LORRAINE HRITCKO	DIRECTOR (AS OF 10/2024) Trustee or director	1	$0
SURESH NAIR	DIRECTOR Trustee or director	1	$0
JOSEPH E PARSONS	DIRECTOR Trustee or director	1	$0
BARBARA POREMBA	DIRECTOR Trustee or director	1	$0
LORI RIISKA	DIRECTOR Trustee or director	1	$0
ANTHONY RIZZA	DIRECTOR Trustee or director	1	$0
MICHAEL K ROSEN	DIRECTOR Trustee or director	1	$0
LINDSAY SCHINE	DIRECTOR Trustee or director	1	$0
ROBERT SHERMAN	DIRECTOR Trustee or director	1	$0
PAULA SINGER	DIRECTOR Trustee or director	1	$0
CURTIS TEARTE	DIRECTOR Trustee or director	1	$0
MARK VERGNANO	DIRECTOR Trustee or director	1	$0
KATHLEEN WALSH	DIRECTOR Trustee or director	1	$0
JAMES F WHALEN JR	DIRECTOR Trustee or director	1	$0

990 for the year ended June 30, 2024: 44 people

Name	Title	Hours / week	Compensation	Other / benefits
DAVID CARNEY	SVP FINANCE AND CFO Officer	40	$384,883	$59,058
LAURA PADRON	SVP ADVANCEMENT SERVICES Officer	40	$350,279	$51,948
MO COTTON KELLY	SVP STOCKHOLDER ENGAGEMENT Key employee	40	$334,657	$61,560
SUZANNE O'CONOR	GENERAL COUNSEL Highest-paid employee	40	$307,217	$29,627
PETER LAMOTHE	VP FOR DEVELOPMENT HEALTH SCIENCES Highest-paid employee	40	$218,073	$50,783
JENNIFER SARGENT	VP FOR ADVANCEMENT SERVICES Highest-paid employee	40	$243,447	$23,725
FRANK GIFFORD	AVP DONOR RELATIONS Highest-paid employee	40	$198,681	$48,983
MELISSA MAYNARD	AVP FINANCE AND CONTROLLER Highest-paid employee	40	$186,538	$45,329
JONATHAN L GREENBLATT	INTERIM PRESIDENT & CEO (THRU 3/24) Trustee or director, Officer	40	$213,246	$17,162
JACOB LEMON	FORMER PRESIDENT & CEO Former	0	$151,572	$22,934
AMY YANCEY	PRESIDENT AND CEO (AS OF 01/2024) Trustee or director, Officer	40	$0	$0
CRAIG ASHMORE	DIRECTOR, CHAIR Trustee or director, Officer	1	$0	$0
TRISHA BAILEY	DIRECTOR (AS OF 10/2023) Trustee or director	1	$0	$0
GEORGE BARRIOS	DIRECTOR (AS OF 10/2023) Trustee or director	1	$0	$0
MARK A BEAUDOIN	DIRECTOR Trustee or director	1	$0	$0
ALAN R BENNETT	DIRECTOR Trustee or director	1	$0	$0
LORI BIANCAMANO	DIRECTOR Trustee or director	1	$0	$0
NOHA H CARRINGTON	DIRECTOR (THRU 10/2023) Trustee or director	1	$0	$0
WILLIAM B CLEMENS III	DIRECTOR (THRU 10/2023) Trustee or director	1	$0	$0
SUE A COLLINS	DIRECTOR Trustee or director	1	$0	$0
ANGELO DEFAZIO	DIRECTOR Trustee or director	1	$0	$0
CRAIG A DOUGLAS	DIRECTOR Trustee or director	1	$0	$0
RICHARD ELDH	DIRECTOR Trustee or director	1	$0	$0
AMY J ERRETT	DIRECTOR, TREASURER Trustee or director, Officer	1	$0	$0
JOHN FODOR	SECRETARY Trustee or director, Officer	1	$0	$0
DAVID H FORD	DIRECTOR Trustee or director	1	$0	$0
CAROLINA GIRALDO	DIRECTOR (THRU 10/2023) Trustee or director	1	$0	$0
STEVEN M GREENSPAN	DIRECTOR Trustee or director	1	$0	$0
MICHAEL G KOPPEL	DIRECTOR Trustee or director	1	$0	$0
BENJAMIN W MICHELSON	DIRECTOR (THRU 10/2023) Trustee or director	1	$0	$0
SURESH NAIR	DIRECTOR Trustee or director	1	$0	$0
JOSEPH E PARSONS	DIRECTOR Trustee or director	1	$0	$0
BARBARA POREMBA	DIRECTOR Trustee or director	1	$0	$0
WILLIAM J QUINLAN III	DIRECTOR (THRU 10/2023) Trustee or director	1	$0	$0
LORI RIISKA	DIRECTOR Trustee or director	1	$0	$0
ANTHONY RIZZA	DIRECTOR Trustee or director	1	$0	$0
MICHAEL K ROSEN	DIRECTOR Trustee or director	1	$0	$0
LINDSAY SCHINE	DIRECTOR Trustee or director	1	$0	$0
ROBERT SHERMAN	DIRECTOR (AS OF 10/2023) Trustee or director	1	$0	$0
PAULA SINGER	DIRECTOR Trustee or director	1	$0	$0
CURTIS TEARTE	DIRECTOR Trustee or director	1	$0	$0
MARK VERGNANO	DIRECTOR Trustee or director	1	$0	$0
KATHLEEN WALSH	DIRECTOR Trustee or director	1	$0	$0
JAMES F WHALEN JR	DIRECTOR Trustee or director	1	$0	$0

990 for the year ended June 30, 2023: 44 people

Name	Title	Hours / week	Compensation	Other / benefits
JACOB LEMON	PRESIDENT AND CEO (UNTIL 3/23) Trustee or director, Officer	40	$489,300	$55,465
DAVID CARNEY	SVP FINANCE AND CFO Officer	40	$363,651	$55,660
MO COTTON KELLY	SVP STOCKHOLDER ENGAGEMENT Key employee	40	$287,614	$57,340
SUZANNE O'CONOR	GENERAL COUNSEL Highest-paid employee	40	$274,288	$26,947
FRANK GIFFORD	AVP DONOR RELATIONS Highest-paid employee	40	$213,913	$47,581
MICHAEL OBLINGER	SR. ASSOC. ATHLETICS DIRECTOR Highest-paid employee	40	$198,215	$46,507
JENNIFER SARGENT	VP FOR ADVANCEMENT SERVICES Highest-paid employee	40	$219,179	$21,738
MELISSA MAYNARD	AVP FINANCE AND CONTROLLER Officer	40	$191,395	$43,384
GREG KNOTT	AVP ADVANCEMENT SERVICES Highest-paid employee	40	$186,862	$17,063
LAURA PADRON	SVP ADVANCEMENT SERVICES Officer	40	$90,416	$14,244
JONATHAN L GREENBLATT	SEE SCHEDULE O FOR TITLE Trustee or director, Officer	40	$0	$0
CRAIG ASHMORE	DIRECTOR, CHAIR (AS OF 10/22) Trustee or director, Officer	1	$0	$0
MARK A BEAUDOIN	DIRECTOR Trustee or director	1	$0	$0
ALAN R BENNETT	DIRECTOR Trustee or director	1	$0	$0
LORI BIANCAMANO	DIRECTOR (AS OF 10/22) Trustee or director	1	$0	$0
NOHA H CARRINGTON	DIRECTOR Trustee or director	1	$0	$0
WILLIAM B CLEMENS III	DIRECTOR Trustee or director	1	$0	$0
SUE A COLLINS	DIRECTOR Trustee or director	1	$0	$0
ANGELO DEFAZIO	DIRECTOR Trustee or director	1	$0	$0
CRAIG A DOUGLAS	DIRECTOR Trustee or director	1	$0	$0
RICHARD ELDH	DIRECTOR Trustee or director	1	$0	$0
AMY J ERRETT	DIR, TREASURER (AS OF 10/22) Trustee or director, Officer	1	$0	$0
JOHN FODOR	SECRETARY Trustee or director, Officer	1	$0	$0
DAVID H FORD	DIRECTOR Trustee or director	1	$0	$0
CAROLINA GIRALDO	DIRECTOR Trustee or director	1	$0	$0
STEVEN M GREENSPAN	DIRECTOR Trustee or director	1	$0	$0
MICHAEL G KOPPEL	TREASURER (UNTIL 10/22), DIR Trustee or director, Officer	1	$0	$0
BENJAMIN W MICHELSON	DIRECTOR Trustee or director	1	$0	$0
SURESH NAIR	DIRECTOR (AS OF 10/22) Trustee or director	1	$0	$0
JOSEPH E PARSONS	DIRECTOR Trustee or director	1	$0	$0
BARBARA POREMBA	DIRECTOR Trustee or director	1	$0	$0
WILLIAM J QUINLAN III	DIRECTOR Trustee or director	1	$0	$0
LORI RIISKA	DIRECTOR Trustee or director	1	$0	$0
ANTHONY RIZZA	DIRECTOR Trustee or director	1	$0	$0
MICHAEL K ROSEN	DIRECTOR Trustee or director	1	$0	$0
LINDSAY SCHINE	DIRECTOR Trustee or director	1	$0	$0
PAULA SINGER	DIRECTOR Trustee or director	1	$0	$0
CURTIS TEARTE	DIRECTOR Trustee or director	1	$0	$0
MARK VERGNANO	DIRECTOR (AS OF 10/22) Trustee or director	1	$0	$0
KATHLEEN WALSH	DIRECTOR (AS OF 10/22) Trustee or director	1	$0	$0
JAMES F WHALEN JR	DIRECTOR Trustee or director	1	$0	$0
GEORGE AYLWARD	DIRECTOR (UNTIL 10/22) Trustee or director	1	$0	$0
ANTHONY BLAND	DIRECTOR (UNTIL 10/22) Trustee or director	1	$0	$0
MELINDA BROWN	CHAIR (UNTIL 10/22) Trustee or director, Officer	1	$0	$0

Address and contacts

Address (IRS master file): 2390 ALUMNI DRIVE U3206, STORRS, CT 06269-3603
In care of: % DAVID CARNEY
Mailing address (990-N for 2022): 2390 Alumni Drive 3206, Storrs CT 06269
Principal officer (990 for 2024): AMY YANCEY, 2390 ALUMNI DR UNIT 3206, STORRS, CT 06269
Principal officer (990-N for 2022): Alisa Collins, 49 Ridge Rd, Wethersfield CT 06109
Signed the 990: DAVID CARNEY, CFO
Phone: (860) 486-5000
Website: WWW.FOUNDATION.UCONN.EDU
Return prepared by: GRANT THORNTON ADVISORS LLC

Mission

SEE SCHEDULE O
990 for the year ended June 30, 2025

Program accomplishments

SCHOLARSHIPS, AWARDS AND FELLOWSHIPS - THE UNIVERSITY OF CONNECTICUT FOUNDATION, INC. RECEIVES GIFTS ON BEHALF OF DONORS RESTRICTED TO THE SUPPORT OF FINANCIAL AID FOR UNIVERSITY OF CONNECTICUT STUDENTS. TO ENSURE COMPLIANCE WITH ALL UNIVERSITY, FEDERAL AND STATE FINANCIAL AID REQUIREMENTS, THE UNIVERSITY SELECTS THE STUDENT RECIPIENTS AND MAKES THE AWARDS DIRECTLY TO STUDENTS. AFTER RECEIVING APPROPRIATE DOCUMENTATION FROM THE UNIVERSITY, THE FOUNDATION PROVIDES GRANTS TO THE UNIVERSITY TO FUND FINANCIAL AID EXPENDITURES. THE EXPENDITURES ARE FUNDED FROM INVESTMENT INCOME EARNED ON ENDOWMENT FUNDS AND GIFTS RESTRICTED FOR FINANCIAL AID.
Expenses $27,887,440 · grants $27,887,440
SEE SCHEDULE O
Expenses $17,492,144 · grants $17,492,144
PROGRAM SERVICES - THE UNIVERSITY OF CONNECTICUT FOUNDATION, INC. RECEIVES GIFTS ON BEHALF OF DONORS RESTRICTED TO THE SUPPORT OF PROGRAMS AT THE UNIVERSITY OF CONNECTICUT. GENERALLY, THE EXPENDITURE IS MADE TO THE VENDOR DIRECTLY BY THE UNIVERSITY WITH THE FOUNDATION THEN PROVIDING A GRANT TO THE UNIVERSITY TO FUND THE EXPENDITURE AFTER RECEIVING APPROPRIATE DOCUMENTATION. OCCASIONALLY THE FOUNDATION WILL PAY THE VENDOR DIRECTLY.
Expenses $13,801,316 · grants $13,801,316
EQUIPMENT, FURNITURE, AND BUILDING IMPROVEMENTSTHE UNIVERSITY OF CONNECTICUT FOUNDATION, INC. RECEIVES GIFTS ON BEHALF OF DONORS RESTRICTED TO THE SUPPORT OF EQUIPMENT AND FURNITURE PURCHASES AND BUILDING IMPROVEMENTS. GENERALLY, THE EXPENDITURE IS MADE TO THE VENDOR DIRECTLY BY THE UNIVERSITY, WITH THE FOUNDATION THEN PROVIDING A GRANT TO THE UNIVERSITY TO FUND THE EXPENDITURE AFTER RECEIVING APPROPRIATE DOCUMENTATION. OCCASIONALLY THE FOUNDATION WILL PAY THE VENDOR DIRECTLY.
Expenses $5,070,431 · grants $5,070,431 · revenue $16,339,240

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax year	Year ended	Due	IRS public records
2025	June 30, 2026	November 16, 2026	Not due yet
2024	June 30, 2025	November 17, 2025	990 on file
2023	June 30, 2024	November 15, 2024	990 on file

IRS record

EIN: 06-6070722
Tax-exempt status: 501(c)(3): Charitable, religious, educational or scientific organization
Foundation status: Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78): Public charity, 50% deduction limit
Exempt since: 1964
Accounting year ends: June
Files: Form 990 or 990-EZ
Category (NTEE): Education (B110)
Assets (IRS master file): $951,473,069
Income (IRS master file): $139,387,120

Filing history

Form	Year ended	Revenue	Expenses	Assets	Return
990	June 2025	$139,327,144	$113,506,278	$951,473,069	XML
990-T	June 2025	–	–	–	IRS
990	June 2024	$97,529,610	$94,918,627	$862,688,618	XML
990-T	June 2024	–	–	–	IRS
990-N for 2022 Officer: Alisa Collins	June 30, 2023	≤ $50,000 receipts	–	–	e-Postcard
990	June 2023	$134,559,275	$85,237,029	$791,405,326	XML
990-T	June 2023	–	–	–	IRS
990	June 2022	$150,826,250	$72,182,679	$744,628,423	IRS
990-T	June 2022	–	–	–	IRS
990	June 2021	–	–	–	IRS
990-T	June 2021	–	–	–	IRS
990	June 2020	–	–	–	IRS
990	June 2019	–	–	–	IRS
990	June 2018	–	–	–	IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-6070722).

Questions about UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED

What is the EIN of UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED?: The employer identification number (EIN) of UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED is 06-6070722.
Is UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED tax-exempt?: Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
Are donations to UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED tax-deductible?: Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED file?: Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED due?: The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED last file with the IRS?: The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED?: The 990 for the year ended June 30, 2025 names AMY YANCEY.
Who are the officers and directors of UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED?: The 990 for the year ended June 30, 2025 lists 41 people; 11 received compensation from the organization, the highest $588,651 (AMY YANCEY, PRESIDENT AND CEO).
How much revenue does UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED have?: On its 990 for the year ended June 30, 2025 it reported revenue of $139,327,144, expenses of $113,506,278 and total assets of $951,473,069 at year end.

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