0001493152-23-004427.txt : 20230213 0001493152-23-004427.hdr.sgml : 20230213 20230213131552 ACCESSION NUMBER: 0001493152-23-004427 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230213 DATE AS OF CHANGE: 20230213 EFFECTIVENESS DATE: 20230213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: University of Massachusetts Foundation, Inc. CENTRAL INDEX KEY: 0001802874 IRS NUMBER: 046013152 STATE OF INCORPORATION: MA FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-19871 FILM NUMBER: 23616526 BUSINESS ADDRESS: STREET 1: 100 CARLSON AVE STREET 2: BUILDING 12 CITY: NEWTON STATE: MA ZIP: 02459 BUSINESS PHONE: 617-287-4678 MAIL ADDRESS: STREET 1: 100 CARLSON AVE STREET 2: BUILDING 12 CITY: NEWTON STATE: MA ZIP: 02459 13F-HR/A 1 primary_doc.xml X0202 13F-HR/A LIVE false true false 0001802874 XXXXXXXX 12-31-2022 12-31-2022 true 1 RESTATEMENT false University of Massachusetts Foundation, Inc.

100 Carlson Ave Building 12 Newton MA 02459

13F HOLDINGS REPORT 028-19871 N Paul Dawley 617-928-4663 /s/ Paul Dawley Boston MA 02-13-2023 0 4 141485677 INFORMATION TABLE 2 infotable.xml ISHARES INC CORE MSCI EMKT 46434G103 27833060 595997 SH SOLE 595997 0 0 ISHARES TR CORE MSCI EAFE 46432F842 17444613 283008 SH SOLE 283008 0 0 ISHARES TR CORE S&P500 ETF 464287200 42318426 110144 SH SOLE 110144 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 53889578 281864 SH SOLE 281864 0 0