Public Charity

William & Mary Foundation

William & Mary Foundation, of WILLIAMSBURG, VA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $191.2M in revenue, $67.1M in expenses, $1.5B in total assets. 286 publicly reported grants to this organization, totaling roughly $121.2M, appear in IRS filings.

EIN: 540734117 WILLIAMSBURG, VA Single Organization Support NTEE: B11 Latest filing: 2025
Total Revenue$191.2M
Total Expenses$67.1M
Total Assets$1.5B
Grant Records286
Funding Total$121.2M
Filing Years2021–2025

Mission

The William & Mary Foundation advances the university's highest aspirations by securing private support, guiding a multi-asset investment portfolio, and offering strategic leadership. In this work, we propel the university toward national preeminence and help shape a future worthy of its history.

Officers & Directors

TRUSTEE A Clayton Perfall
TRUSTEE Andrew W Horrocks
CHIEF FINANCIAL OFFICER AND TREASURER Bruce G Aird
CHIEF OPERATING OFFICER, 1693 PARTNERS FUND Catherine Mountjoy
TRUSTEE Chet M Thaker
TRUSTEE Christine Marie Villa

Officer compensation and complete director data available with membership.

Top Grant Purposes

For grant recipient's exempt purposes
$50,800,496 9 grants
General support
$36,303,706 7 grants
EDUCATION
$9,528,674 36 grants
SUPPORT FOR THE COLLEGE OF WILLIAM & MARY
$3,716,764 1 grant
GENERAL SUPPORT
$2,375,611 31 grants

Financial Trends

Year Revenue Expenses Assets
2025 $191.2M $67.1M $1.5B
2024 $161.6M $72.6M $1.3B
2023 $41.1M $52.6M $1.1B
2022 $100.7M $42.3M $1.1B
2021 $79.4M $39.0M $1.1B

Between 2021 and 2025, reported annual revenue grew from $79.4M to $191.2M (+141%), with total assets most recently reported at $1.5B.

Interactive year-over-year charts and full filing details available with membership.

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