NonprofitsWilliam & Mary Foundation

Education

William & Mary Foundation

WILLIAMSBURG, VA

Total revenue

$161.6M

Total expenses

$72.6M

Net assets

$1.3B

Grants received

$98.0M

288 grants

EIN

540734117

Tax year

2023

Mission

To aid, strengthen and expand, in every proper and useful way, the work of william & mary, a public university in virginia.

Programs

3 programs

The foundation provides financial aid for students of william & mary.

Expenses: $13.1MGrants: $13.1M

The foundation provides support for other related organizations. Additional details can be found in part ix and schedule i.

Expenses: $1.4MGrants: $1.4M

Rent revenue from rent of buildings to william & mary.

Financials

FY 2023

Revenue

Contributions & grants$131.1M
Program service revenue$3.8M
Investment income$26.7M
Other revenue$11K
Total revenue$161.6M

Expenses

Grants paid$60.7M
Salaries & benefits
Fundraising$5.4M
Other expenses$11.9M
Total expenses$72.6M
Total assets$1.3B
Net assets$1.3B

People

46 listed

NameRoleCompensation

MATTHEW T LAMBERT

CHIEF EXECUTIVE OFFICER

Board

$257K

30 hrs/wk

BRUCE G AIRD

CHIEF FINANCIAL OFFICER AND TREASURER

Board

$130K

48 hrs/wk

JULIE S LEACH

EXECUTIVE DIRECTOR

Board

$97K

32 hrs/wk

ANDREW W HORROCKS

TRUSTEE

Board

1 hrs/wk

CHET M THAKER

TRUSTEE

Board

1 hrs/wk

CHRISTINE MARIE VILLA

TRUSTEE

Board

1 hrs/wk

CLIFFORD B FLEET III

TRUSTEE

Board

1 hrs/wk

DAVID N KELLEY

TRUSTEE

Board

1 hrs/wk

DAVID R COVIN

TRUSTEE

Board

1 hrs/wk

DAWN M AARON

TRUSTEE

Board

1 hrs/wk

DR STEPHEN S TANG

TRUSTEE

Board

1 hrs/wk

EUGENE P FOLEY JR

TRUSTEE

Board

1 hrs/wk

FRANCES C ENGORON

TRUSTEE

Board

1 hrs/wk

HILARY GRANT DIXON

TRUSTEE

Board

1 hrs/wk

HYLAH B BALLOWE

TRUSTEE

Board

1 hrs/wk

J SCOTT PERKINS

TRUSTEE

Board

1 hrs/wk

JAMES E MALLORY

TRUSTEE

Board

1 hrs/wk

JANE CHURCH HORVATH

TRUSTEE

Board

1 hrs/wk

JENNIFER T MACKESY

TRUSTEE (TERM ENDED 10/23)

Board

1 hrs/wk

JILL MARIE LORD

TRUSTEE

Board

1 hrs/wk

JODY W FORSYTH

TRUSTEE

Board

1 hrs/wk

JOHN E SIMMONS

TRUSTEE (TERM ENDED 10/23)

Board

1 hrs/wk

KARLA MUNDEN

TRUSTEE

Board

1 hrs/wk

KATHERINE A ROWE

TRUSTEE/ VOTING EX-OFFICIO

Board

1 hrs/wk

LOUIS GERARD DUDNEY

TRUSTEE

Board

1 hrs/wk

MARK C BUSH

TRUSTEE (TERM ENDED 10/23)

Board

1 hrs/wk

MASHEA M ASHTON

TRUSTEE

Board

1 hrs/wk

MELISSA D FRIEDERY

TRUSTEE (TERM ENDED 10/23)

Board

1 hrs/wk

MICHAEL C PETTERS

TRUSTEE/VOTING EX-OFFICIO

Board

1 hrs/wk

MICHAEL C SAPNAR

TRUSTEE

Board

1 hrs/wk

MICHAEL K POWELL

TRUSTEE (TERM ENDED 10/23)

Board

1 hrs/wk

PAMELA JORDAN PENNY

TRUSTEE

Board

1 hrs/wk

PENELOPE H MEREDITH

TRUSTEE

Board

1 hrs/wk

RAELENE C WAGONER

TRUSTEE

Board

1 hrs/wk

SHELLEY B GOODE

TRUSTEE

Board

1 hrs/wk

Sue Hanna Gerdelman

TRUSTEE (TERM BEGAN 10/23)

Board

1 hrs/wk

Timothy J Carroll

TRUSTEE (TERM BEGAN 10/23)

Board

1 hrs/wk

TODD A STOTTLEMYER

TRUSTEE

Board

1 hrs/wk

DARPAN S KAPADIA

TRUSTEE/VICE CHAIRPERSON FOR DEVELOPMENT STRATEGY

Board

1 hrs/wk

TODD ANDREW HOWARD

TRUSTEE

Board

1 hrs/wk

ELIZABETH CABELL JENNINGS

TRUSTEE/VICE CHAIRPERSON FOR INVESTMENTS

Board

1 hrs/wk

JANET R ATWATER

TRUSTEE/CHAIRPERSON OF THE BOARD

Board

1 hrs/wk

TERI DALE DUNGAN

TRUSTEE/SECRETARY

Board

1 hrs/wk

A Clayton Perfall

TRUSTEE (TERM BEGAN 10/23)

Board

1 hrs/wk

F BRIAN HIESTAND

CHIEF INVESTMENT OFFICER, 1693 PARTNERS FUND

Staff

$384K

10 hrs/wk

CATHERINE MOUNTJOY

CHIEF OPERATING OFFICER, 1693 PARTNERS FUND

Staff

$316K

5 hrs/wk

Independent contractors

Zuri Group LLC

TECHNOLOGY SERVICES

$500K

Cambridge Associates LLC

INVESTMENT ADVISORY SERVICES

$413K

McGuireWoods LLP

LEGAL SERVICES

$211K

The Burgiss Group LLC

TECHNOLOGY SERVICES

$184K

Arnold & Porter Kaye Scholar LLP

LEGAL SERVICES

$180K

Grants received

Showing 200 of 288

FromAmountPurposeYear
$6.7M
General support
2024
$309K
For general scholarship support.
2024
$213K
EDUCATIONAL
2024
$199K
UNRESTRICTED GENERAL SUPPORT
2024
$105K
GENERAL SUPPORT
2024
$37K
GENERAL SUPPORT
2024
$30K
TO SUPPORT THE ORGANIZATION'S MISSION OF PROVIDING FOR ITS PEOPLE AND PROGRAMS BY OFFERING VITAL RESOURCES FOR SCHOLARSHIPS, PROFESSORSHIPS, RESEARCH AND PROGRAM FUNDING.
2024
$27K
FOR RECIPIENT'S EXEMPT PURPOSE
2024
$25K
QUALITY EDUCATION
2024
$25K
UNRESTRICTED GENERAL SUPPORT
2024
$21K
UNIVERSITY OR PRIVATE SCHOOL
2024
$17K
PROGRAM SUPPORT
2024
$13K
COMMUNITY DEVELOPMENT
2024
$11K
GENERAL OPERATIONAL SUPPORT
2024
$10K
Stone Family Foundation First Generation Student Opportunity Fund
2024
$10K
The Stewart Gamage Memorial Fund at The William & Mary Foundation
2024
$10K
DONOR ADVISED GRANTS
2024
$10K
UNIVERSITIES, GRADUATE SCHOOLS OR LAW SCHOOLS
2024
$10K
Stone Family Foundation Scholarship Fund
2024
$7K
TO FUND INTERPRETIVE SPEAKER PROGRAM AND INSTRUCTORSHIPS
2024
$6K
To further the exempt purpose
2024
$6K
GENERAL SUPPORT
2024
$6K
GENERAL SUPPORT
2024
$5K
UNRESTRICTED GENERAL SUPPORT
2024
$2K
digitization of Flora Adams Darling documents
2024
$1K
General & Unrestricted
2024
$100
MATCHING GIFTS
2024
$100
GENERAL EXEMPT PURPOSE
2024
$14.5M
For grant recipient's exempt purposes
2023
$6.1M
General support
2023
$2.7M
GENERAL SUPPORT
2023
$1.0M
EDUCATIONAL
2023
$622K
PUBLIC, SOCIETAL BENEFIT
2023
$432K
General support for programs, operations and other charitable purposes
2023
$309K
For general scholarship support.
2023
$244K
TO SUPPORT THE MISSION OF THE COLLEGE OF WILLIAM & MARY FOUNDATION
2023
$200K
GENERAL OPERATING
2023
$153K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$130K
UNRESTRICTED GENERAL SUPPORT
2023
$100K
EDUCATIONAL PROGRAMS & OTHER STUDENT SVC
2023
$99K
UNRESTRICTED GENERAL SUPPORT
2023
$95K
UNRESTRICTED GENERAL
2023
$81K
PROGRAM SUPPORT
2023
$61K
CHARITABLE DONATION
2023
$58K
UNIVERSITY OR PRIVATE SCHOOL
2023
$44K
CHILDREN'S HEALTH CAUSES
2023
$38K
GENERAL SUPPORT
2023
$32K
TO SUPPORT THE CHI OMEGA HOUSE RENOVATION AND TO STRENGTHEN THE UNIVERSITY'S FOUNDATION FOR GENERATIONS TO COME.
2023
$30K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$20K
MISC. SCHOLARSHIP FUNDS
2023
$15K
MUSIC FUND AT WILLIAM &
2023
$13K
MATCHING GIFTS
2023
$11K
GENERAL OPERATIONAL SUPPORT
2023
$10K
Stone Family Foundation Scholarship fund
2023
$10K
Stone Family Foundation First Generation Student Opportunity Fund to provide support for first generation undergraduate student activities and programming, including staffing
2023
$9K
UNRESTRICTED GENERAL SUPPORT
2023
$7K
TO FUND INTERPRETIVE SPEAKER PROGRAM AND INSTRUCTORSHIPS
2023
$6K
Digitize Flora Adams Darli
2023
$5K
MATCHING GIFTS
2023
$5K
PROGRAM/OPERATING SUPPORT
2023
$3K
General & Unrestricted
2023
$3K
ASSISTANCE FOR EDUCATIONAL PROGRAMS
2023
$750
Annual Fund
2023
$250
General & Unrestricted
2023
$250
GENERAL EXEMPT PURPOSE
2023
$100
CHARITABLE PURPOSE
2023
$100
CHARITABLE PURPOSE
2023
$5.8M
General support
2022
$3.8M
For grant recipient's exempt purposes
2022
$2.2M
GENERAL SUPPORT
2022
$289K
For general scholarship support.
2022
$250K
SUPPORT WORK OF AIDDATA
2022
$249K
Annual campaign, Stamps Scholarships, Stamps Scholars
2022
$216K
GENERAL OPERATING
2022
$139K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$137K
GENERAL SUPPORT
2022
$86K
UNIVERSITY OR PRIVATE SCHOOL
2022
$78K
MATCHING GIFTS
2022
$74K
TO SUPPORT THE MISSION OF THE COLLEGE OF WILLIAM & MARY FOUNDATION
2022
$53K
UNRESTRICTED GENERAL
2022
$50K
FY'22 MATCHING GIFTS
2022
$47K
UNRESTRICTED GENERAL SUPPORT
2022
$40K
EDUCATIONAL PROGRAMS & OTHER STUDENT SVC
2022
$40K
DAVID MURPHY MEMORIAL FOOTBALL ENDOWMENT; JIMMYE LAYCOCK FOOTBALL CTR FUND
2022
$36K
GENERAL SUPPORT
2022
$30K
TO SUPPORT THE CHI OMEGA HOUSE RENOVATION AND TO STRENGTHEN THE UNIVERSITY'S FOUNDATION FOR GENERATIONS TO COME.
2022
$25K
GENERAL PURPOSE
2022
$25K
EDUCATION
2022
$22K
CHARITABLE DONATION
2022
$20K
GENERAL SUPPORT
2022
$20K
WILLIAM & MARY'S CONSERVATION RESEARCH PROGRAM
2022
$16K
FOR EDUCATIONAL SCHOLARSHIP FUNDS
2022
$15K
PROGRAM ASSISTANCE - EDUCATIONAL SERVICES
2022
$15K
UNRESTRICTED GRANT TO SUPPORT ORGANIZATION'S EXEMPT PURPOSE
2022
$15K
MUSIC FUND AT WILLIAM &
2022
$13K
MATCHING GIFTS
2022
$11K
GENERAL SUPPORT
2022
$10K
GENERAL OPERATIONAL SUPPORT
2022
$10K
GENERAL OPERATING SUPPORT
2022
$10K
First Generation Fund
2022
$8K
FOR GENERAL SUPPORT OF UNIVERSITY PROGRAMS
2022
$8K
SUBCONTRACT GRANT AWARD
2022
$7K
MATCHING GIFT
2022
$7K
TO FUND INTERPRETIVE SPEAKER PROGRAM AND INSTRUCTORSHIPS.
2022
$3K
PUBLIC ASSISTANCE
2022
$3K
PUBLIC ASSISTANCE
2022
$2K
GENERAL SUPPORT
2022
$1K
General & Unrestricted
2022
$1K
General & Unrestricted
2022
$900
BRAIN AWARENESS WEEK OUTREACH
2022
$750
To further the exempt purpose
2022
$500
Unrestricted operational support
2022
$500
ALUMNI ASSOCIATION
2022
$25
PROGRAM/OPERATING SUPPORT
2022
$5.4M
General support
2021
$4.6M
For grant recipient's exempt purposes
2021
$4.6M
For grant recipient's exempt purposes
2021
$267K
For general scholarship support.
2021
$184K
GENERAL SUPPORT
2021
$184K
GENERAL SUPPORT
2021
$180K
GENERAL OPERATING
2021
$166K
For recipient's exempt purpose
2021
$150K
MATCHING GIFTS
2021
$121K
Arts & Sciences Annual Fund (E 1413), Stamps Scholars, general operating support. Support for the Thomas Jefferson Public Policy Program (E 2918).
2021
$121K
Arts & Sciences Annual Fund (E 1413), Stamps Scholars, general operating support. Support for the Thomas Jefferson Public Policy Program (E 2918).
2021
$65K
UNRESTRICTED GENERAL
2021
$50K
FY'21 MATCHING GIFTS
2021
$40K
EDUCATIONAL PROGRAMS & OTHER STUDENT SVC
2021
$36K
School of Education
2021
$25K
SUBCONTRACT GRANT AWARD
2021
$23K
MATCHING GIFTS
2021
$20K
FOR GENERAL SUPPORT OF UNIVERSITY PROGRAMS
2021
$18K
CHARITABLE DONATION
2021
$10K
SUPPORT OF MISSION
2021
$10K
GENERAL FUND
2021
$8K
UNRESTRICTED - FOR OPERATIONS
2021
$7K
GENERAL SUPPORT
2021
$7K
TO FUND INTERPRETIVE SPEAKER PROGRAM AND INSTRUCTORSHIPS.
2021
$2K
To further the exempt purpose
2021
$1K
CHARITABLE PURPOSE
2021
$5.2M
General support
2020
$5.0M
For grant recipient's exempt purposes
2020
$267K
For general scholarship support.
2020
$181K
GENERAL PURPOSES,THE SCHOOL OF EDUCATION: "TRIBE TEACHERS",THE FUND FOR WILLIAM & MARY, JIMMYE LAYCOCK FOOTBALL CENTER, REVELEY GARDEN & CAMPUS BEAUTIFICATION FUND, FUND FOR COACHING EXCELLENCE, ALUMNI HOUSE EXPANSION FUND, BOBBY & PATTI DWYER BASKETBALL SCHOLARSH,THE SCHOOL OF EDUCATION, DEAN'S DISCRETIONARY FUND
2020
$180K
FOR RECIPIENT'S EXEMPT PURPOSE
2020
$151K
MATCHING GIFTS
2020
$120K
TO SUPPORT STAMPS SCHOLARS
2020
$76K
SUBCONTRACT GRANT AWARD
2020
$62K
UNRESTRICTED GENERAL SUPPORT
2020
$54K
FY'20 MATCHING GIFTS
2020
$40K
EDUCATIONAL PROGRAMS & OTHER STUDENT SVC
2020
$38K
PROGRAM SUPPORT
2020
$36K
GENERAL SUPPORT
2020
$33K
Matching Gifts
2020

Funded by

$98.0M from 96 funders · 288 grants · 2017–2024

Fidelity Investments Charitable Gift Fund

$35.5M · 8 grants · 2017–2023

Lettie Pate Evans Foundation Inc

$29.3M · 5 grants · 2020–2024

Donor Advised Charitable Giving Inc

$5.7M · 7 grants · 2017–2023

Mackesy Family Foundation

$4.8M · 2 grants · 2022–2023

Gs Donor Advised Philanthropy Fund

$3.4M · 6 grants · 2018–2024

The Chicago Community Trust

$2.2M · 8 grants · 2017–2023

The Donald And Barbara Zucker

$2M · 1 grant · 2022

National Philanthropic Trust

$1.6M · 6 grants · 2017–2023

Details

EIN540734117
NTEE codeB11
Subsection03
Ruling date1940-05
Formed1939
Employees0
Volunteers40
WILLIAM & MARY FOUNDATION — Mission, Financials & Grants Received | Grantivo