University of Mary Washington Foundation Overview

  • Type
  • Endowment

  • Year Founded
  • 1975

Year Founded

  • Professionals
  • 3

Professionals

  • AUM

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 foundation has outsourced its investments to Artemis Wealth Advisors

Contact Information

Website
umwf.org
Year Founded
1975
Open To Secondaries
Open To First Time Funds
Institution Type
Endowment
Primary Contact
Title
Controller
Email
Phone
Corporate Office
  • 1125 Jefferson Davis Highway
  • Suite 200
  • Fredericksburg, VA 22401
  • United States
+1 (540)

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University of Mary Washington Foundation Commitment Analytics

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

University of Mary Washington Foundation Team (8)

Name Title Office
Jeff Rountree Chief Executive Officer Fredericksburg, VA
Shavonne Shorter Associate Provost for Equity and Inclusion and Chief Diversity Officer Fredericksburg, VA
Shannon Williams Controller Fredericksburg, VA
Robert Barry ESQ Chairman of the Executive Committee & Board Member Fredericksburg, VA
Edward Allison Jr. Member of the Executive Committee Fredericksburg, VA
You’re viewing 5 of 8 team members. Get the full list »

University of Mary Washington Foundation Board Members (10)

Name Representing Role Since
Craig Erwin Self Board Member
Dori Eglevsky Self Board Member
Edward Allison Jr. University of Mary Washington Foundation Member of the Executive Committee
Michael Cirami Self Board Member
Robert Barry ESQ University of Mary Washington Foundation Chairman of the Executive Committee & Board Member
You’re viewing 5 of 10 board members. Get the full list »

University of Mary Washington Foundation FAQs

  • When was University of Mary Washington Foundation founded?

    University of Mary Washington Foundation was founded in 1975.

  • Who is the CEO of University of Mary Washington Foundation?

    Jeff Rountree is the CEO of University of Mary Washington Foundation.

  • Where is University of Mary Washington Foundation headquartered?

    University of Mary Washington Foundation is headquartered in Fredericksburg, VA.

  • How many Assets Under Management (AUM) does University of Mary Washington Foundation have?

    University of Mary Washington Foundation has in assets under management.

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