AUMdb

University Of Connecticut Foundation Incorporated

EIN 066070722 · 501(c)(3) · Public charity · Storrs, CT · recognized 1964

Assets
$863M
Revenue
$97.5M
Expenses
$94.9M
Investment income
$18.2M

Form 990 fiscal year ended 06/30/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Blackrock Financial Management, Inc CRD 107105 deterministic · 100% 06/30/2024
Stepstone Group Lp CRD 143635 deterministic · 100% 06/30/2024

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Apollojets Llc Chartering services $1,318,793
Blackrock Financial Management Inc Advisory services $750,000
Simpson Scarborough Llc Marketing services $488,447
Stepstone Group Lp Advisory services $475,000
Marketing Solutions Unlimited Mailing services $414,453

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
David Carney Svp finance and cfo $384,883 $59,058
Laura Padron Svp advancement services $350,279 $51,948
Mo Cotton Kelly Svp stockholder engagement $334,657 $61,560
Suzanne O'conor General counsel $307,217 $29,627
Jennifer Sargent Vp for advancement services $243,447 $23,725
Peter Lamothe Vp for development health sciences $218,073 $50,783
Jonathan L Greenblatt Interim president & ceo (thru 3/24) $213,246 $17,162
Frank Gifford Avp donor relations $198,681 $48,983
Melissa Maynard Avp finance and controller $186,538 $45,329
Jacob Lemon Former president & ceo $151,572 $22,934
Amy Yancey President and ceo (as of 01/2024) $0 $0
Barbara Poremba Director $0 $0
William J Quinlan Iii Director (thru 10/2023) $0 $0
Lori Riiska Director $0 $0
Anthony Rizza Director $0 $0
Michael K Rosen Director $0 $0
Lindsay Schine Director $0 $0
Robert Sherman Director (as of 10/2023) $0 $0
Paula Singer Director $0 $0
Curtis Tearte Director $0 $0
Mark Vergnano Director $0 $0
Kathleen Walsh Director $0 $0
James F Whalen Jr Director $0 $0
Craig Ashmore Director, chair $0 $0
Trisha Bailey Director (as of 10/2023) $0 $0
George Barrios Director (as of 10/2023) $0 $0
Mark A Beaudoin Director $0 $0
Alan R Bennett Director $0 $0
Lori Biancamano Director $0 $0
Noha H Carrington Director (thru 10/2023) $0 $0
William B Clemens Iii Director (thru 10/2023) $0 $0
Sue A Collins Director $0 $0
Angelo Defazio Director $0 $0
Craig A Douglas Director $0 $0
Richard Eldh Director $0 $0
Amy J Errett Director, treasurer $0 $0
John Fodor Secretary $0 $0
David H Ford Director $0 $0
Carolina Giraldo Director (thru 10/2023) $0 $0
Steven M Greenspan Director $0 $0
Michael G Koppel Director $0 $0
Benjamin W Michelson Director (thru 10/2023) $0 $0
Suresh Nair Director $0 $0
Joseph E Parsons Director $0 $0