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Nonprofit · EIN 54-2084125

UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION INC

Tax-exempt · AMHERST, MA 01003

Financials

$7.6M$7.6M2022$31.9M$31.9M2023$37.8M$37.8M2024
Revenue Expenses · by fiscal year end
Financials of UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$37,798,517$37,812,728-$14,211$10,172,201$10,172,201$0
June 30, 2024990$31,855,835$31,851,065$4,770$8,318,409$8,318,409$0
June 30, 2023990 (amended)$7,608,755$7,608,755$0$2,374,448$2,374,448$0
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$13,302,843
Program service revenue
$25,087,721
Investment income
-$5,749
Net gain from sales of assets
-$6,742
Net income from fundraising events
-$599,756
Other revenue
-$586,298

Expenses

Grants and similar amounts paid
$12,191,583
Compensation of officers, directors and key employees
$2,040,003
Other salaries and wages
$13,679,488
Salaries, compensation and benefits (total)
$20,016,660
Professional fundraising fees
$173,980
Legal fees
$17,663
Accounting fees
$40,700
Occupancy
$5,434
Travel
$643,052
Program services (functional)
$15,452,192
Management and general (functional)
$8,704,408
Fundraising (functional)
$13,656,128

Balance sheet and other

Total assets, start of year
$8,318,409
Total assets, end of year
$10,172,201
Total liabilities, end of year
$10,172,201
Net assets, end of year
$0
Publicly traded securities
$89
Gross receipts
$39,582,393
Employees
156
Volunteers
1,200
Year formed
2002
State of legal domicile
MA

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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
JAVIER A REYESEX-OFFICIO DIRECTOR
Trustee or director
1$0$699,306$209,962
ARWEN S DUFFYPRESIDENT
Officer
40$489,058$0$82,048
JOHN F KENNEDYEX-OFFICIO DIRECTOR
Trustee or director
1$0$393,069$157,517
ANDREW P MANGELSEX-OFFICIO DIRECTOR
Trustee or director
1$0$366,802$78,122
KIMBERLY DUMPSONVICE PRESIDENT, ADVANCEMENT
Key employee
40$308,799$0$71,528
FOUAD ABD-EL-KHALICKEX-OFFICIO DIRECTOR
Trustee or director
1$0$275,918$76,369
MATTHEW CARLYONVICE PRESIDENT, DEVELOPMENT
Key employee
40$295,525$0$53,926
DAVID BIANCAMANOASSISTANT V.P., DEVELOPMENT
Key employee
40$225,608$0$48,317
MOHAMMED DASSERVICE PRESIDENT, ADVANCEMENT SERVICES
Key employee
40$228,593$0$43,500
BANDITH VORASANEASSOCIATE V.P. MARKETING & COMMUNICATIONS
Key employee
40$206,663$0$29,806
CAROLYN CROWLEYASSISTANT V.P., PEOPLE & CULTURE
Highest-paid employee
40$192,117$0$44,259
KRISTINE ELISONSR. EXEC. DIR., DEVELOPMENT (ISENBERG SCHOOL OF MA
Highest-paid employee
40$193,853$0$41,475
NATHAN ADAMSASSISTANT V.P., ADVANCEMENT
Highest-paid employee
40$176,582$0$42,934
DAVID GRAFFUMASSOCIATE V.P., INFO SYSTEM & CIO
Highest-paid employee
40$179,914$0$35,047
DIANE BARSTOWSR. EXEC. DIR., DEVELOPMENT (COLLEGE OF NATURAL SC
Highest-paid employee
40$187,831$0$20,772
36 more people on this return
NameTitleHours / weekCompensationOther / benefits
SEVERINE BELTRAMOASST VP, FINANCE & ADMIN
Officer
40$158,831$14,421
THOMAS F ACKERMANDIRECTOR
Trustee or director
2$0$0
CAREN P ARNSTEINDIRECTOR
Trustee or director
2$0$0
DOUGLAS A BERTHIAUMEDIRECTOR
Trustee or director
2$0$0
JAMES R BUONOMODIRECTOR; VICE CHAIR AS OF 2/7/25
Trustee or director, Officer
2$0$0
MICHELLE A CARDINALDIRECTOR
Trustee or director
2$0$0
PAUL J CARNEYDIRECTOR
Trustee or director
2$0$0
MADHURA V CHACKODIRECTOR
Trustee or director
2$0$0
CHRISTOPHER F COLEMANDIRECTOR
Trustee or director
2$0$0
DENISE M COLLVICE CHAIR THRU 1/1/25 THEN CHAIR
Trustee or director, Officer
2$0$0
ROBERT L EPSTEINDIRECTOR
Trustee or director
2$0$0
DANIEL E FEDERDIRECTOR
Trustee or director
2$0$0
ROBERT S FELDMANDIRECTOR
Trustee or director
2$0$0
DAVID G FUBINIDIRECTOR
Trustee or director
2$0$0
BENJAMIN J GALLACHERDIRECTOR
Trustee or director
2$0$0
HAOHAO GUODIRECTOR
Trustee or director
2$0$0
GEORGE K HERTZDIRECTOR
Trustee or director
2$0$0
KAREN M PETERSDIRECTOR
Trustee or director
2$0$0
ELIZABETH A HUSTEDDIRECTOR
Trustee or director
2$0$0
PAMELA M JACOBSDIRECTOR
Trustee or director
2$0$0
CHRISTOPHER LITSTERDIRECTOR
Trustee or director
2$0$0
PAUL MANGANARODIRECTOR
Trustee or director
2$0$0
NICHOLAS C MARKEYDIRECTOR
Trustee or director
2$0$0
JAMES S PALERMODIRECTOR
Trustee or director
2$0$0
NANCY J ROSENDIRECTOR
Trustee or director
2$0$0
CHARLES H SHERWOODDIRECTOR
Trustee or director
2$0$0
JOHN N SPINNEYDIRECTOR
Trustee or director
2$0$0
PETER G TROVATODIRECTOR
Trustee or director
2$0$0
PATRICK J VEALEDIRECTOR (END 6/20/25)
Trustee or director
2$0$0
MICHAEL J WEIRDIRECTOR
Trustee or director
2$0$0
JAMES R JULIANEX-OFFICIO DIRECTOR
Trustee or director
1$0$0
PATRICIA A PARCELLINCHAIR THRU 1/1/25 THEN DIRECTOR
Trustee or director, Officer
2$0$0
SHAUN P FITZGERALDDIRECTOR
Trustee or director
2$0$0
CHRISTINE G SAVAGESECRETARY/CLERK
Trustee or director, Officer
2$0$0
MATTHEW O LITTLEFIELDTREASURER
Trustee or director, Officer
2$0$0
JAMES G HUNTDIRECTOR
Trustee or director
2$0$0
990 for the year ended June 30, 2024: 50 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
ARWEN S DUFFY -PRESIDENTUMASS 1/1 TO 4/30; UMAF 5/1 TO 12/31
Officer
40$350,063$203,564$110,418
MICHAEL F MALONEEX-OFFICIO DIRECTOR
Trustee or director
1$0$429,252$116,973
JOHN F KENNEDYEX-OFFICIO DIRECTOR
Trustee or director
1$0$371,257$144,143
KIMBERLY DUMPSON-VP ADVANCEMENTUMASS 1/1 TO 4/30; UMAF 5/1 TO 12/31
Key employee
40$239,111$108,321$72,674
ANDREW P MANGELSEX-OFFICIO DIRECTOR
Trustee or director
1$0$340,051$70,044
JAVIER A REYESEX-OFFICIO DIRECTOR
Trustee or director
1$0$295,036$82,870
MATTHEW CARLYONVICE PRESIDENT, DEVELOPMENT
Key employee
40$277,081$0$51,138
DAVID BIANCAMANOASSISTANT V.P., DEVELOPMENT
Highest-paid employee
40$203,217$0$44,463
MARY-KNIGHT YOUNGSENIOR EXECUTIVE DIR. OF DEVELOPMENT
Highest-paid employee
40$191,953$0$34,123
KRISTINE ELISONSENIOR EXECUTIVE DIR. OF DEVELOPMENT
Highest-paid employee
40$183,104$0$42,627
BANDITH VORASANEASSOCIATE V.P. MARKETING & COMMUNICATIO
Key employee
40$193,661$0$28,129
NICOLE HENDRIXSENIOR EXECUTIVE DIR. OF DEVELOPMENT
Highest-paid employee
40$168,424$0$40,784
JOSEPH JAYNESENIOR DIRECTOR, GIFT PLANNING
Highest-paid employee
40$147,891$0$38,215
SEVERINE BELTRAMO-ASST VP FINANCEUMASS 1/1 TO 5/1; UMAF 5/2 TO 12/31
Officer
40$126,849$39,051$19,649
THOMAS F ACKERMANDIRECTOR
Trustee or director
2$0$0$0
CAREN P ARNSTEINDIRECTOR
Trustee or director
2$0$0$0
DOUGLAS A BERTHIAUMEDIRECTOR
Trustee or director
2$0$0$0
JAMES R BUONOMODIRECTOR
Trustee or director
2$0$0$0
MICHELLE A CARDINALDIRECTOR
Trustee or director
2$0$0$0
PAUL J CARNEYDIRECTOR
Trustee or director
2$0$0$0
MADHURA V CHACKODIRECTOR
Trustee or director
2$0$0$0
CHRISTOPHER F COLEMANDIRECTOR
Trustee or director
2$0$0$0
DENISE M COLLVICE CHAIR
Trustee or director, Officer
2$0$0$0
ROBERT L EPSTEINDIRECTOR
Trustee or director
2$0$0$0
DANIEL E FEDERDIRECTOR
Trustee or director
2$0$0$0
ROBERT S FELDMANDIRECTOR
Trustee or director
2$0$0$0
DAVID G FUBINIDIRECTOR
Trustee or director
2$0$0$0
BENJAMIN J GALLACHERDIRECTOR
Trustee or director
2$0$0$0
HAOHAO GUODIRECTOR
Trustee or director
2$0$0$0
GEORGE K HERTZDIRECTOR
Trustee or director
2$0$0$0
KAREN M PETERSDIRECTOR
Trustee or director
2$0$0$0
ELIZABETH A HUSTEDDIRECTOR
Trustee or director
2$0$0$0
PAMELA M JACOBSDIRECTOR
Trustee or director
2$0$0$0
CHRISTOPHER LITSTERDIRECTOR
Trustee or director
2$0$0$0
PAUL MANGANARODIRECTOR
Trustee or director
2$0$0$0
NICHOLAS C MARKEYDIRECTOR
Trustee or director
2$0$0$0
JAMES S PALERMODIRECTOR
Trustee or director
2$0$0$0
NANCY J ROSENDIRECTOR
Trustee or director
2$0$0$0
KIMBERLY E SHERMANDIRECTOR
Trustee or director
2$0$0$0
CHARLES H SHERWOODDIRECTOR
Trustee or director
2$0$0$0
JOHN N SPINNEYDIRECTOR
Trustee or director
2$0$0$0
PETER G TROVATODIRECTOR
Trustee or director
2$0$0$0
PATRICK J VEALEDIRECTOR
Trustee or director
2$0$0$0
MICHAEL J WEIRDIRECTOR
Trustee or director
2$0$0$0
JAMES R JULIANEX-OFFICIO DIRECTOR
Trustee or director
1$0$0$0
PATRICIA A PARCELLINCHAIR
Trustee or director, Officer
2$0$0$0
SHAUN P FITZGERALDDIRECTOR
Trustee or director
2$0$0$0
CHRISTINE G SAVAGESECRETARY/CLERK
Trustee or director, Officer
2$0$0$0
MATTHEW O LITTLEFIELDTREASURER
Trustee or director, Officer
2$0$0$0
JAMES G HUNTDIRECTOR
Trustee or director
2$0$0$0
990 for the year ended June 30, 2023: 50 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
KUMBLE RAMARAO SUBBASWAMYEX-OFFICIO DIRECTOR
Trustee or director
1$0$643,710$520,353
TRICIA R SERIOEX-OFFICIO DIRECTOR
Trustee or director
1$0$487,088$120,325
ARWEN S DUFFYPRESIDENT
Trustee or director, Officer
8$0$458,419$54,070
ANDREW P MANGELSEX-OFFICIO DIRECTOR
Trustee or director
1$0$339,920$75,381
MATTHEW CARLYONASSISTANT VICE CHANCELLOR
Highest-paid employee
40$256,386$0$66,660
CRYSTAL DAUGHERTYASSISTANT VICE CHANCELLOR
Highest-paid employee
40$241,809$0$62,870
THERESA CURRYINT. VICE CHANCELLOR FOR DVLPMT
Highest-paid employee
40$258,950$0$21,960
DAVID BIANCAMANOSENIOR ASSOCIATE ATHLETIC
Highest-paid employee
40$207,024$0$53,826
MARY-KNIGHT YOUNGENGINEERING ASSISTANT DEAN
Highest-paid employee
40$206,673$0$53,735
THOMAS F ACKERMANDIRECTOR
Trustee or director
2$0$0$0
CAREN P ARNSTEINDIRECTOR
Trustee or director
2$0$0$0
DOUGLAS A BERTHIAUMEDIRECTOR
Trustee or director
2$0$0$0
JOHN L BROOKSDIRECTOR
Trustee or director
2$0$0$0
JAMES R BUONOMODIRECTOR
Trustee or director
2$0$0$0
MICHELLE A CARDINALDIRECTOR
Trustee or director
2$0$0$0
PAUL J CARNEYDIRECTOR
Trustee or director
2$0$0$0
MADHURA V CHACKODIRECTOR
Trustee or director
2$0$0$0
CHRISTOPHER F COLEMANDIRECTOR
Trustee or director
2$0$0$0
DENISE M COLLDIRECTOR
Trustee or director
2$0$0$0
ROBERT L EPSTEINDIRECTOR
Trustee or director
2$0$0$0
DANIEL E FEDERDIRECTOR
Trustee or director
2$0$0$0
ROBERT S FELDMANDIRECTOR
Trustee or director
2$0$0$0
DAVID G FUBINIDIRECTOR
Trustee or director
2$0$0$0
BENJAMIN J GALLACHERDIRECTOR
Trustee or director
2$0$0$0
NAN GINERDIRECTOR
Trustee or director
2$0$0$0
HAOHAO GUODIRECTOR
Trustee or director
2$0$0$0
GEORGE K HERTZDIRECTOR
Trustee or director
2$0$0$0
JAMES G HUNTDIRECTOR
Trustee or director
2$0$0$0
ELIZABETH A HUSTEDDIRECTOR
Trustee or director
2$0$0$0
PAMELA M JACOBSDIRECTOR
Trustee or director
2$0$0$0
JAMES F KANEDIRECTOR
Trustee or director
2$0$0$0
CHRISTOPHER LISTERDIRECTOR
Trustee or director
2$0$0$0
PAUL MANGANARODIRECTOR
Trustee or director
2$0$0$0
NICHOLAS C MARKEYDIRECTOR
Trustee or director
2$0$0$0
JAMES P PALERMODIRECTOR
Trustee or director
2$0$0$0
KAREN M PETERSDIRECTOR
Trustee or director
2$0$0$0
NANCY J ROSENDIRECTOR
Trustee or director
2$0$0$0
KIMBERLY E SHERMANDIRECTOR
Trustee or director
2$0$0$0
CHARLES H SHERWOODDIRECTOR
Trustee or director
2$0$0$0
JOHN N SPINNEYDIRECTOR
Trustee or director
2$0$0$0
PETER G TROVATODIRECTOR
Trustee or director
2$0$0$0
PATRICK J VEALEDIRECTOR
Trustee or director
2$0$0$0
MICHAEL J WEIRDIRECTOR
Trustee or director
2$0$0$0
PHILIP E BAKERMANEX-OFFICIO DIRECTOR
Trustee or director
1$0$0$0
JAMES R JULIANEX-OFFICIO DIRECTOR
Trustee or director
2$0$0$0
JOHN J MCCARTHYEX-OFFICIO DIRECTOR "PAST"
Trustee or director
1$0$0$0
PATRICIA A PARCELLINCHAIR
Trustee or director, Officer
2$0$0$0
SHAUN P FITZGERALDVICE CHAIR
Trustee or director, Officer
2$0$0$0
CHRISTINE G SAVAGEVICE CHAIR
Trustee or director, Officer
2$0$0$0
MATTHEW O LITTLEFIELDTREASURER
Trustee or director, Officer
2$0$0$0

Address and contacts

Address (IRS master file)
134 HICKS WAY, AMHERST, MA 01003-9270
In care of
% SEVERINE BELTRAMO
Principal officer (990 for 2024)
ARWEN DUFFY, 134 HICKS WAY, AMHERST, MA 01003
Signed the 990
MATTHEW LITTLEFIELD, TREASURER
Phone
(800) 456-8627
Return prepared by
MEYERS BROTHERS KALICKA PC

Mission

THE UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION LEADS AND SUPPORTS PRIVATE FUND RAISING ON BEHALF OF THE FACULTY, STAFF AND STUDENTS OF THE AMHERST CAMPUS. ITS VOLUNTEER BOARD OF DIRECTORS PROVIDES LEADERSHIP FOR THE DEVELOPMENT OF PHILANTHROPIC INVESTMENT IN SUPPORT OF THE RESEARCH, TEACHING AND OUTREACH OF UMASS AMHERST. THE FOUNDATION WORKS CLOSELY WITH CAMPUS LEADERSHIP TO IDENTIFY OPPORTUNITIES FOR PRIVATE SUPPORT AND TO ENHANCE UMASS AMHERST'S EFFECTIVENESS IN COMMUNICATING ITS REMARKABLE STRENGTH AND OPPORTUNITIES TO ITS MANY CONSTITUENCIES.

990 for the year ended June 30, 2025

Program accomplishments

  • THE ORGANIZATION PROVIDED ON-GOING FUNDRAISING FOR THE UNIVERSITY OF MASSACHUSETTS AMHERST.
    Expenses $15,452,192 · grants $12,191,583 · revenue $25,087,721

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
54-2084125
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Organization supporting a government college or university
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2003
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B12)
Assets (IRS master file)
$10,172,201
Income (IRS master file)
$39,582,393

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$37,798,517$37,812,728$10,172,201XML
990June 2024$31,855,835$31,851,065$8,318,409IRS
990June 2023$7,608,755$7,608,755$2,374,448IRS
990June 2022–––IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 54-2084125).

Questions about UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION INC

What is the EIN of UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION INC?
The employer identification number (EIN) of UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION INC is 54-2084125.
Is UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION INC 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 MASSACHUSETTS AMHERST FOUNDATION INC 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 MASSACHUSETTS AMHERST FOUNDATION INC 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 MASSACHUSETTS AMHERST FOUNDATION INC?
The 990 for the year ended June 30, 2025 names ARWEN DUFFY.
Who are the officers and directors of UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 51 people; 12 received compensation from the organization.
How much revenue does UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $37,798,517, expenses of $37,812,728 and total assets of $10,172,201 at year end.

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