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EIN 54-0734117

William & Mary Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Williamsburg
State
Virginia
Year formed
1939
Most recent tax filings
2023-06-01
NTEE code, primary
B11: Education Single Organization Support
Description
The William & Mary Foundation aids, strengthens, and expands the work of William & Mary, a public university in Virginia. Support is given to related organizations, and details can be found in part ix and schedule i. The Foundation provides support for salaries of professors and staff, as well as general support for William & Mary.
Also known as...
The College of William and Mary Foundation
Total revenues
$41,051,162
2023
Total expenses
$52,596,974
2023
Total assets
$1,134,029,696
2023
Num. employees
0
2023

Program areas at William & Mary Foundation

The Foundation provides financial aid for students of William & Mary.
The Foundation provides support for other related organizations. Additional details can be found in part ix and schedule i.
The Foundation provides support for salaries of professors and other staff, and other general support for William & Mary.
Rent revenue from rent of buildings to William & Mary.

Grants made by William & Mary Foundation

GranteeGrant descriptionAmount
The William and Mary Alumni Association (WMAA)General Support$236,843
Murray 1693 Scholars FoundationGeneral Support$101,888
William and Mary Athletic Educational FoundationGeneral Support$89,891
...and 3 more grants made

Who funds William & Mary Foundation

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
Lettie Pate Evans FoundationGeneral Support$6,139,362
Fidelity Investments Charitable Gift FundFor Grant Recipient's Exempt Purposes$3,818,700
American Endowment FoundationEducational$1,011,500
...and 37 more grants received totalling $14,179,167

Personnel at William & Mary Foundation

NameTitleCompensation
Brian HiestandChief Executive Officer and Chief Investment Officer , 1693 Management Company
Matthew LambertChief Executive Officer$219,040
Catherine MountjoyChief Operating Officer , 1693 Partners Fund / Director of Investments$511,339
Bruce AirdChief Financial Officer and Treasurer$0
F Brian HiestandChief Investment Officer , 1693 Partners Fund$866,051
...and 3 more key personnel

Financials for William & Mary Foundation

RevenuesFYE 06/2023
Total grants, contributions, etc.$20,121,582
Program services$3,342,111
Investment income and dividends$13,675,436
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$3,854,937
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$57,096
Total revenues$41,051,162

Form 990s for William & Mary Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-062024-05-15990View PDF
2022-062023-05-15990View PDF
2021-062022-07-11990View PDF
2020-062021-05-26990View PDF
2019-062020-10-07990View PDF
...and 9 more Form 990s
Data update history
September 24, 2024
Updated personnel
Identified 7 new personnel
August 10, 2024
Posted financials
Added Form 990 for fiscal year 2023
August 1, 2024
Updated personnel
Identified 6 new personnel
July 13, 2024
Received grants
Identified 9 new grant, including a grant for $218,276 from American Online Giving Foundation
July 12, 2024
Used new vendors
Identified 2 new vendors, including , and
Nonprofit Types
School foundationsGrantmaking organizationsHeadquarter / parent organizationsCharities
Issues
Education
Characteristics
Funds one specific organizationPolitical advocacyProvides grantsLobbyingOperates internationallyNational levelEndowed supportTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
5300 Discovery Park Blvd 3rd Floor
Williamsburg, VA 23188
Metro area
Virginia Beach-Norfolk-Newport News, VA-NC
County
James City County, VA
Website URL
wmf1693.org/ 
Phone
(757) 221-1906
IRS details
EIN
54-0734117
Fiscal year end
June
Taxreturn type
Form 990
Year formed
1939
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B11: Education Single Organization Support
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Central organization
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current - Awaiting Reporting
FTB status revoked
Not revoked
AG Registration Number
131867
FTB Entity ID
2885328
AB 488 data last updated ("as-of") date
2025-02-19
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