NonprofitsWilliam & Mary Business School Foundation

Education

William & Mary Business School Foundation

WILLIAMSBURG, VA

Total revenue

$8.8M

Total expenses

$6.0M

Net assets

$120.1M

Grants received

$7.8M

106 grants

EIN

237079011

Tax year

2023

Mission

To provide support that will further the aims and mission of the Raymond A. Mason School of Business at William & Mary.

Programs

2 programs

William & mary raymond a mason school of business - academic student centers the boehly center prepares students for careers in finance by providing opportunities for advance financial training, career exploration, networking and experiential learning.

Expenses: $513K

The mcleod business library at the william & mary raymond a. Mason school of business is a multipurpose, state-of-the-art information center. It services the research, study and everyday curricular needs of the students, faculty, staff and the business community. Using the latest database research tools, it provides a unique opportunity for students and faculty to perfom in practical or real world situations to enhance their perceptions of the business world.

Expenses: $63K

Financials

FY 2023

Revenue

Contributions & grants$5.9M
Program service revenue
Investment income$2.9M
Other revenue
Total revenue$8.8M

Expenses

Grants paid$1.3M
Salaries & benefits$2.4M
Fundraising$1.7M
Other expenses$2.3M
Total expenses$6.0M
Total assets$120.3M
Net assets$120.1M

People

36 listed

NameRoleCompensation

KIMBERLY SPERLING

CEO

Board

$105K

40 hrs/wk

CARLA R KING-JOHNSON

ASSISTANT TREASURER

Board

$93K

40 hrs/wk

KELLIE MINER-FRAZIER

ASSISTANT SECRETARY

Board

$86K

40 hrs/wk

RAYMOND MASON

VICE CHAIR

Board

1 hrs/wk

ALICE DAVISON

TRUSTEE

Board

1 hrs/wk

ALLISON SPIVEY

TRUSTEE

Board

1 hrs/wk

AMANDA EVERSOLE

TRUSTEE

Board

1 hrs/wk

ANNE MCGEORGE

TRUSTEE

Board

1 hrs/wk

COLLEEN DRUMMOND

TRUSTEE

Board

1 hrs/wk

DAVID BURG

TRUSTEE

Board

1 hrs/wk

DAVID H BAGGS

TRUSTEE

Board

1 hrs/wk

DONALD L LOWMAN

TRUSTEE

Board

1 hrs/wk

EDWARD T TOKAR

TRUSTEE

Board

1 hrs/wk

ERWIN VAN DER VOORT

TRUSTEE

Board

1 hrs/wk

FRANK ROACH

TRUSTEE

Board

1 hrs/wk

G MICHAEL STAKIAS

TRUSTEE

Board

1 hrs/wk

JEFFREY F ROGATZ

TRUSTEE

Board

1 hrs/wk

JOHN HYMAN

TRUSTEE

Board

1 hrs/wk

JULIE DOBSON

TRUSTEE

Board

1 hrs/wk

KARIM H K AHAMED

TRUSTEE

Board

1 hrs/wk

LEE CROLL

TRUSTEE

Board

1 hrs/wk

LEONARD BROOKS III

TRUSTEE

Board

1 hrs/wk

MATTHEW B SIANO

TRUSTEE

Board

1 hrs/wk

MELINDA HANCOCK

TRUSTEE

Board

1 hrs/wk

MELISSA BALLENGER

TRUSTEE

Board

1 hrs/wk

MICHAEL MATACUNAS

TRUSTEE

Board

1 hrs/wk

MOLLY PIERONI

TRUSTEE

Board

1 hrs/wk

NICOLAS BOEL

TRUSTEE

Board

1 hrs/wk

PHIL TUNING

TRUSTEE

Board

1 hrs/wk

RICHARD C KRAEMER JR

TRUSTEE

Board

1 hrs/wk

RICHARD FISHER

TRUSTEE

Board

1 hrs/wk

TROY KEEN

TRUSTEE

Board

1 hrs/wk

BARRY J SHARP

TREASURER

Board

1 hrs/wk

SUSAN C RUCKER

CFO

Board

10 hrs/wk

CYNTHIA H DAVIS

SECRETARY

Board

1 hrs/wk

PAUL C SAVILLE

CHAIR

Board

1 hrs/wk

Grants received

Showing 106 of 106

FromAmountPurposeYear
$626K
SCHOLARSHIP FUND
2024
$65K
LEADERSHIP FORUM FUND
2024
$62K
TEACHING AWARD FUND
2024
$25K
UNRESTRICTED GENERAL SUPPORT
2024
$16K
General & Unrestricted
2024
$15K
CHARITABLE GIFT
2024
$10K
FOR RECIPIENT'S EXEMPT PURPOSE
2024
$200
FIDELITY MATCHING GIFTS TO EDUCATION
2024
$580K
SCHOLARSHIP FUND
2023
$88K
For grant recipient's exempt purposes
2023
$61K
LEADERSHIP FORUM FUND
2023
$58K
TEACHING AWARD FUND
2023
$44K
MATCHING GIFTS
2023
$30K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$250
OPERATING EXPENSES
2023
$250
EMPLOYEE GIVING PROGRAM
2023
$694K
SCHOLARSHIP FUND
2022
$120K
For grant recipient's exempt purposes
2022
$100K
support for establishing the Virginia Seggerman '80 Scholarship Endowment
2022
$73K
LEADERSHIP FORUM FUND
2022
$69K
TEACHING AWARD FUND
2022
$49K
MATCHING GIFTS
2022
$13K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$11K
GENERAL SUPPORT
2022
$10K
UNRESTRICTED GENERAL SUPPORT
2022
$10K
General & Unrestricted
2022
$2K
GENERAL SUPPORT
2022
$250
OPERATING EXPENSES
2022
$250
EMPLOYEE GIVING PROGRAM
2022
$593K
SCHOLARSHIP FUND
2021
$81K
For grant recipient's exempt purposes
2021
$81K
For grant recipient's exempt purposes
2021
$73K
MATCHING GIFTS
2021
$59K
TEACHING AWARD FUND
2021
$24K
For recipient's exempt purpose
2021
$10K
General & Unrestricted
2021
$6K
CHARITABLE DONATION
2021
$700
EMPLOYEE GIVING PROGRAM
2021
$250
HEALTH AND HUMAN SERVICES
2021
$250
OPERATING EXPENSES
2021
$100
CHARITABLE
2021
$100
SUPPORT RECIPIENT'S TAX EXEMPT FUNCTION
2021
$568K
SCHOLARSHIP FUND
2020
$103K
Matching Gifts
2020
$57K
LEADERSHIP FORUM FUND
2020
$57K
TEACHING AWARD FUND
2020
$44K
For grant recipient's exempt purposes
2020
$21K
THE ANNUAL FUND,THE MILLER ENTREPRENEURSHIP CENTER AND THE MASON SCHOOL OF BUSINESS ANNUAL FUND
2020
$15K
GENERAL OPERATING
2020
$13K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
$11K
GENERAL USE AND/OR SPECIAL FUND/PROJECT
2020
$10K
Donor Advised Fd
2020
$5K
FOR ANNUAL SUPPORT
2020
$1K
GENERAL SUPPORT
2020
$500
MIP PAYOUT FOR 02/10/20
2020
$500
MIP PAYOUT FOR 11/09/20
2020
$368
EDUCATION
2020
$250
OPERATING EXPENSES
2020
$200
EDUCATION
2020
$98K
Matching Gift
2019
$55K
For grant recipient's exempt purposes
2019
$32K
ANNUAL FUND; GENERAL PURPOSES; MILLER ENTREPRENEURSHIP CENTER; MASON SCHOOL OF BUSINESS ANNUAL FUND
2019
$21K
GENERAL SUPPORT
2019
$10K
Donor Advised Fd
2019
$556K
SCHOLARSHIP FUND
2018
$315K
MBA SCHOLARSHIPS
2018
$92K
For grant recipient's exempt purposes
2018
$56K
LEADERSHIP FORUM FUND
2018
$56K
TEACHING AWARD FUND
2018
$25K
GENERAL OPERATING SUPPORT
2018
$10K
General & Unrestricted
2018
$5K
FOR A 30TH REUNION CLASS OF 1989 GIFT FOR MASON SCHOOL USE
2018
$128K
FOR GRANT RECIPIENT'S EXEMPT PURPOSES
2017
$117K
Matching Gift
2017
$35K
GENERAL OPERATING SUPPORT
2017
$5K
DESIGNATED AND /OR GRANTED IN SUPPORT OF AGENCY PROGRAMS
2017
$1K
GENERAL SUPPORT
2017

Funded by

$7.8M from 33 funders · 106 grants · 2017–2024

The James W And Frances Gibson

$4.3M · 17 grants · 2018–2024

Donor Advised Charitable Giving Inc

$820K · 7 grants · 2017–2023

Fidelity Investments Charitable Gift Fund

$690K · 8 grants · 2017–2023

Ernst & Young Foundation

$503K · 8 grants · 2017–2023

National Philanthropic Trust

$326K · 3 grants · 2020–2023

Gs Donor Advised Philanthropy Fund

$315K · 1 grant · 2018

The Chicago Community Trust

$160K · 3 grants · 2017–2022

T Rowe Price Program For Charitable

$153K · 6 grants · 2020–2024

Details

EIN237079011
NTEE codeB51I
Subsection03
Ruling date1970-11
Formed1972
Employees0
Volunteers32
WILLIAM & MARY BUSINESS SCHOOL FOUNDATION — Mission, Financials & Grants Received | Grantivo