0001493152-24-004280.txt : 20240130 0001493152-24-004280.hdr.sgml : 20240130 20240130142136 ACCESSION NUMBER: 0001493152-24-004280 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240130 DATE AS OF CHANGE: 20240130 EFFECTIVENESS DATE: 20240130 FILER: COMPANY DATA: COMPANY CONFORMED NAME: University of Massachusetts Foundation, Inc. CENTRAL INDEX KEY: 0001802874 ORGANIZATION NAME: 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: 24577357 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 12-31-2023 12-31-2023 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 01-30-2024 0 4 225912148 INFORMATION TABLE 2 infotable.xml ISHARES INC CORE MSCI EMKT 46434G103 35452938 700928 SH SOLE 700928 0 0 ISHARES TR CORE MSCI EAFE 46432F842 25291247 359506 SH SOLE 359506 0 0 ISHARES TR CORE S&P500 ETF 464287200 45744536 95774 SH SOLE 95774 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 119423427 503429 SH SOLE 503429 0 0