0001493152-23-026229.txt : 20230801 0001493152-23-026229.hdr.sgml : 20230801 20230801135140 ACCESSION NUMBER: 0001493152-23-026229 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230801 DATE AS OF CHANGE: 20230801 EFFECTIVENESS DATE: 20230801 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 SEC ACT: 1934 Act SEC FILE NUMBER: 028-19871 FILM NUMBER: 231130927 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 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001802874 XXXXXXXX 06-30-2023 06-30-2023 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 Newton MA 08-01-2023 0 4 212398166 INFORMATION TABLE 2 infotable.xml ISHARES INC CORE MSCI EMKT 46434G103 34548741 700928 SH SOLE 700928 0 0 ISHARES TR CORE MSCI EAFE 46432F842 24266655 359506 SH SOLE 359506 0 0 ISHARES TR CORE S&P500 ETF 464287200 42687430 95774 SH SOLE 95774 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 110895340 503429 SH SOLE 503429 0 0