University of Mary Washington Foundation Overview
- Type
-
Endowment
- Founded
-
1975
- Professionals
-
3
- 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 foundation has outsourced its investments to Artemis Wealth Advisors
Contact Information
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
University of Mary Washington Foundation Commitment Analytics
Commitments by Fund Type
Commitments by Region
University of Mary Washington Foundation Investment Allocations
-
Target PE:Current PE:42.00 % Actual
-
Target Real Estate:Real Estate:42.00 % Actual
-
Target Equities:Current Equities:
-
Target Fixed Income:Fixed Income:
-
Target Cash:Current Cash:
University of Mary Washington Foundation Team (7)
| Name | Title | Office |
|---|---|---|
| Jeff Rountree | Chief Executive Officer | Fredericksburg, VA |
| Troy Paino | President & Board Member | Fredericksburg, VA |
| Shavonne Shorter | Associate Provost for Equity and Inclusion and Chief Diversity Officer | Fredericksburg, VA |
| Gregory Branner | Chief Financial Officer & Treasurer | Fredericksburg, VA |
| Shannon Williams | Controller | Fredericksburg, VA |
University of Mary Washington Foundation Board Members (9)
| 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 & Board Member | 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 |
| Robert Barry ESQ | University of Mary Washington Foundation | Secretary of the Executive Committee | 000 0000 |