University of Mary Washington Foundation Overview

  • Type
  • Endowment
  • Founded
  • 1975
Founded
  • Professionals
  • 3
Professionals
  • AUM
  • 000.0

University of Mary Washington Foundation General Information

Description

University of Mary Washington Foundation (UMW Foundation) manages an endowment based in Fredericksburg, Virginia. Established in 1975, the foundation is responsible for receiving, managing, and administering donations of cash, securities, real and intellectual property and other private resources for the support of the University of Mary Washington. The foundation receives private gifts that support scholarships, academic programs, student activities, campus buildings, campus enhancements and special events for Mary Washington alumni. The endowment is managed by the executive committee.

Contact Information

Website
Year Founded
1975
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Endowment
Primary Contact
0000000 0000000
Title
Chief Financial Officer & Treasurer
Email
0000.0000000@0000.000
Phone
+0 (000) 000-0000
Primary Office
  • 1125 Jefferson Davis Highway
  • Suite 200
  • Fredericksburg, VA 22401
  • United States
+1 (540) 000-0000
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University of Mary Washington Foundation Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

University of Mary Washington Foundation Investment Allocations

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  • Target Equities:
    42.00 %  Target
    Current Equities:
    42.00 %  Actual
  • Target Fixed Income:
    42.00 %  Target
    Fixed Income:
    42.00 %  Actual
  • Target PE:
    42.00 %  Target
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    42.00 %  Target
    Real Estate:
    42.00 %  Actual
  • Target Cash:
    42.00 %  Target
    Current Cash:
    42.00 %  Actual
Investment allocations

University of Mary Washington Foundation Team (4)

Name Title Office
Jeff Rountree Chief Executive Officer Fredericksburg, VA
Gregory Branner Chief Financial Officer & Treasurer Fredericksburg, VA
Shannon Williams Controller Fredericksburg, VA
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University of Mary Washington Foundation Board Members (8)

Name Representing Role Since
Dori Eglevsky University of Mary Washington Foundation Vice Chairwoman of the Executive Committee 000 0000
Edward Allison Jr. University of Mary Washington Foundation Chairman of the Executive Committee 000 0000
Joseph Grzeika University of Mary Washington Foundation Chairman of the Operations & Finance Committees 000 0000
Kathleen Mehfoud JD Self Member of the Executive Committee 000 0000
Michael Cirami Self Chairman, Investment Committee and Member of the Executive Committee 000 0000
You’re viewing 5 of 8 board members. Get the full list »