2021-04-14T08:11:39-05:00 2020-06-30 134260189 BOISSELLE MORTON & WOLKOWICZ LLP 48 BAY ROAD PO BOX 374 HADLEY MA 01035 990 2019-07-01 542084125 UNIVERSITY OF MASSACHUSETTS AMHERST FOUNDATION INC UNIV 4135770259 134 HICKS WAY AMHERST MA 01003 ANDREW MANGELS TREASURER 4135770259 2021-04-05 1 JOSEPH P WOLKOWICZ CPA P00734754 4135870099 2021-03-23 2019 2022-09-23 18:48:47Z ANDREW MANGELS 134 HICKS WAY AMHERST MA 01003 5155661 0 X WWW.UMASS.EDU/GIVING/CONTACT/FOUNDATION X 2002 MA TO OPERATE FOR THE EXCLUSIVE BENEFIT OF THE UMASS AMHERST BY RAISING FUNDS FOR THE UMASS AMHERST. 49 46 33 46 0 0 0 0 5019301 5155661 0 0 0 0 5019301 5155661 0 0 0 0 4290871 4391536 0 0 0 728430 764125 5019301 5155661 0 0 419078 464297 419078 464297 0 0 X 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. 0 0 4764069 5155661 THE ORGANIZATION PROVIDED ON-GOING FUNDRAISING FOR THE UNIVERSITY OF MASSACHUSETTS AMHERST. 4764069 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 1 33 1 0 0 0 0 0 0 0 0 0 0 0 0 X 49 46 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 MA X DAVID MARKLAND 4135452142 134 HICKS WAY AMHERST MA 01003 THOMAS F ACKERMAN DIRECTOR 2.00 X 0 0 0 CAREN P ARNSTEIN DIRECTOR 2.00 X 0 0 0 DOUGLAS A BERTHIAUME DIRECTOR 2.00 X 0 0 0 BRENT B BOTTAMINI DIRECTOR 2.00 X 0 0 0 JOHN L BROOKS DIRECTOR 2.00 X 0 0 0 STEPHEN D BUCKLEY DIRECTOR 2.00 X 0 0 0 JAMES R BUONOMO DIRECTOR 2.00 X 0 0 0 MICHELLE CARDINAL DIRECTOR 2.00 X 0 0 0 PAUL J CARNEY DIRECTOR 2.00 X 0 0 0 MADHURA V CHACKO DIRECTOR 2.00 X 0 0 0 DENISE M COLL DIRECTOR 2.00 X 0 0 0 GEORGE R DITOMASSI JR DIRECTOR 2.00 X 0 0 0 MICHAEL H DOUVADJIAN DIRECTOR 2.00 X 0 0 0 ROBERT L EPSTEIN DIRECTOR 2.00 X 0 0 0 DANIEL E FEDER DIRECTOR 2.00 X 0 0 0 DAVID G FUBINI DIRECTOR 2.00 X 0 0 0 BENJAMIN GALLACHER DIRECTOR 2.00 X 0 0 0 DAVID H GAUNT DIRECTOR 2.00 X 0 0 0 NAN GINER DIRECTOR 2.00 X 0 0 0 MERRY C GLOSBAND DIRECTOR 2.00 X 0 0 0 HAOHAO GUO DIRECTOR 2.00 X 0 0 0 BENJAMIN R HAPP DIRECTOR 2.00 X 0 0 0 GEORGE K HERTZ DIRECTOR 2.00 X 0 0 0 DR JAMES G HUNT DIRECTOR 2.00 X 0 0 0 ELIZABETH ANNE HUSTED DIRECTOR 2.00 X 0 0 0 PAMELA M JACOBS DIRECTOR 2.00 X 0 0 0 JAMES F KANE DIRECTOR 2.00 X 0 0 0 RICHARD M KELLEHER DIRECTOR 2.00 X 0 0 0 ROBERT M MAHONEY DIRECTOR 2.00 X 0 0 0 PAUL MANGANARO DIRECTOR 2.00 X 0 0 0 JAMES P PALERMO DIRECTOR 2.00 X 0 0 0 KAREN M PETERS DIRECTOR 2.00 X 0 0 0 DAVID K RICHTER DIRECTOR 2.00 X 0 0 0 CHARLES N ROBINSON DIRECTOR 2.00 X 0 0 0 NANCY ROSEN DIRECTOR 2.00 X 0 0 0 DR ANDREW T RUDD DIRECTOR 2.00 X 0 0 0 KIMBERLY E SHERMAN DIRECTOR "PAST" 2.00 X 0 0 0 CHARLES H SHERWOOD DIRECTOR 2.00 X 0 0 0 JOHN N SPINNEY DIRECTOR 2.00 X 0 0 0 PETER G TROVATO DIRECTOR 2.00 X 0 0 0 PATRICK J VEALE DIRECTOR 2.00 X 0 0 0 MARK W WINTER DIRECTOR 2.00 X 0 0 0 MARK A FULLER EX-OFFICIO DIRECTOR 2.00 X 0 540827 80257 KUMBLE R SUBBASWAMY EX-OFFICIO DIRECTOR 2.00 X 0 610179 179998 PATRICIA A PARCELLIN CHAIR 2.00 X X 0 0 0 SHAUN P FITZGERALD VICE CHAIR 2.00 X X 0 0 0 MATTHEW O LITTLEFIELD VICE CHAIR 2.00 X X 0 0 0 CHRISTINE G SAVAGE VICE CHAIR 2.00 X X 0 0 0 ANDREW P MANGELS TREASURER 2.00 X X 0 295238 63538 GEORGE BURKE CLERK 2.00 X X 0 0 0 MATTHEW CARLYON ASST VICE CHANCELLOR FOR CONSTITUENT PROGRAMS 40.00 X 226375 0 49803 THERESA CURRY ASSOC VICE CHANCELLOR FOR DEVELOPMENT 40.00 X 223851 0 49247 JENNIFER WONG EXEC DIRECTOR OF DEV/C ENG 40.00 X 190647 0 36145 LISA JURIS CHIEF MARKETING OFFICER 40.00 X 178543 0 39279 CHRISTINE WAIS EXECUTIVE DIRECTOR OF DEV/CSBS 40.00 X 166636 0 36670 986052 1446244 534937 15 0 1 0 GRENZEBACH GLIER & ASSOCIATES 200 SOUTH MICHIGAN AVENUE SUITE 21 CHICAGO IL 60604 CONSULTING SERVICES 320783 PEARL STREET COLLECTIVE LLC 16 BALMORAL ST SUITE 110 ANDOVER MA 01810 RECRUITING SERVICES 112500 2 CONTRACT-UMASS AMHERST 541900 5155661 5155661 5155661 5155661 5155661 0 0 X 3436531 3436531 366719 366719 359644 359644 228642 228642 5100 5100 592540 320783 271757 6143 6143 55476 55476 OPERATIONAL 59259 59259 EVENTS 27005 27005 RELOCATION MOVING COSTS 18602 18602 5155661 4764069 391592 0 283298 464297 135780 0 419078 464297 419078 405777 0 58520 419078 464297 X 0 0 419078 464297 0 0 X X 0 1 X 1 0 X 0 0 0 0.00000 1.00000 X X X X X 0 0 DUE TO UNIVERSITY OF MASSACHUSETTS AMHERST 58520 58520 5155661 0 5155661 0 5155661 5155661 0 5155661 0 5155661 PART III, LINE 1A: COLLECTIONS: THE FOUNDATION RECEIVED A COLLECTION OF FINE ART FROM THE UNIVERSITY OF MASSACHUSETTS AMHERST DURING THE YEAR ENDED JUNE 30, 2009. ACQUISITIONS AND DEACCESSIONS OF COLLECTION ITEMS ARE GOVERNED BY THE COLLECTION POLICY OF THE UNIVERSITY OF MASSACHUSETTS AMHERST. COLLECTION ITEMS ARE ACQUIRED BY MEANS OF TRANSFERS FROM THE UNIVERSITY OF MASSACHUSETTS AMHERST, GIFTS, BEQUESTS, PURCHASES, EXCHANGES, OR OTHER TRANSACTIONS, BY WHICH TITLE PASSES TO THE FOUNDATION. CONSISTENT WITH THE UNIVERSITY'S CAPITALIZATION POLICY GUIDELINES, COLLECTION ITEMS ACQUIRED EITHER THROUGH PURCHASES, DONATIONS, OR OTHER MEANS ARE NOT CAPITALIZED. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCOME BASED ON THE ABSENCE OR EXISTENCE AND NATURE OF DONOR-IMPOSED RESTRICTIONS. PART III, LINE 4: 154 PHOTOGRAPHIC ARTWORKS FROM THE ANDY WARHOL FOUNDATION FOR THE VISUAL ARTS WITH A COMBINED TOTAL VALUE OF $178,700. 0 0 0 0 0 0 0 0 0 MARK A FULLER EX-OFFICIO DIRECTOR 0 540120 0 0 0 707 0 60625 0 19632 0 621084 0 621084 KUMBLE R SUBBASWAMY EX-OFFICIO DIRECTOR 0 487079 0 106927 0 16173 0 142617 0 37381 0 790177 0 790177 ANDREW P MANGELS TREASURER 0 294790 0 0 0 448 0 38400 0 25138 0 358776 0 358766 MATTHEW CARLYON ASST VICE CHANCELLOR FOR CONSTITUENT 226375 0 0 0 0 0 20458 0 29345 0 276178 0 0 0 THERESA CURRY ASSOC VICE CHANCELLOR FOR DEVELOPMEN 223851 0 0 0 0 0 22593 0 26654 0 273098 0 0 0 JENNIFER WONG EXEC DIRECTOR OF DEV/C ENG 190647 0 0 0 0 0 15451 0 20694 0 226792 0 0 0 LISA JURIS CHIEF MARKETING OFFICER 178543 0 0 0 0 0 18166 0 21113 0 217822 0 0 0 CHRISTINE WAIS EXECUTIVE DIRECTOR OF DEV/CSBS 166636 0 0 0 0 0 15626 0 21044 0 203306 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS HAS REVIEWED THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SUBMIT A SIGNED, COMPLETED CONFLICT OF INTEREST POLICY ELECTRONICALLY EVERY YEAR BY JULY 1ST. THE CONFLICT OF INTEREST POLICY IS REVIEWED, DISCUSSED, AND SIGNED OFF ON ANNUALLY. ANY POTENTIAL ISSUES OF CONFLICT ARE IDENTIFIED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY REQUEST. FORM 990, PART IX, LINE 11G CAMPAIGN CONSULTANTS: PROGRAM SERVICE EXPENSES 320,783. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 320,783. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 271,757. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 271,757. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S FINANCE COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE ANNUAL AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR. THESE PROCESSES HAVE NOT CHANGED DURING THE TAX YEAR. UNIVERSITY OF MASSACHUSETTS AT AMHERST 134 HICKS WAY AMHERST MA 01003 HIGHER EDUCATION MA SECTION 115 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 UNIVERSITY OF MASSACHUSETTS AT AMHERST N UNIVERSITY OF MASSACHUSETTS AT AMHERST O UNIVERSITY OF MASSACHUSETTS AT AMHERST R