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. 292 publicly reported grants to this organization, totaling roughly $121.7M, 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 Records292
Funding Total$121.7M
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.

Where $100 goes at William & Mary Foundation

How William & Mary Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$87 Programs the work itself
$4 Management running the organization
$9 Fundraising raising the next dollar

Inside the $87 for programs

$63
The foundation provides funding to support the salaries of faculty, administrative staff, and other personnel at william & mary
72% of program spending
$22
The foundation provides financial assistance to william & mary students through scholarships
26% of program spending
$1
The foundation provides financial support to organizations affiliated with or related to william & mary
1% of program spending

Plus 1 more program. Cost per person served and the full program breakdown are on the full profile.

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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

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

General Support
$99,495,173 163 grants
Education
$20,649,516 95 grants
Fundraising & Sponsorship
$460,487 2 grants
Health & Medicine
$103,830 3 grants
Human & Social Services
$95,039 2 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.

See the full picture for William & Mary Foundation

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