William & Mary Foundation
TO AID, STRENGTHEN AND EXPAND, IN EVERY PROPER AND USEFUL WAY, THE WORK OF WILLIAM & MARY, A PUBLIC UNIVERSITY IN VIRGINIA.
Financial Overview
From 2024 IRS Form 990-PF
Total Assets
$1.3B
+14.1% YoY
Annual Giving
$60.7M
+42.7% YoY
Grant Count
26
+13.0% YoY
Avg Grant Size
$2.3M
+26.2% YoY
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Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,294,159,126 | $1,134,029,696 | $1,102,294,415 |
| Revenue | $161,638,025 | $41,051,162 | $100,704,101 |
| Expenses | $72,625,450 | $52,596,974 | $42,267,429 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $26,701,323 | $17,530,373 | $65,251,393 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
105 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Who else does William & Mary Foundation fund?
Explore the funder–grantee relationships behind this foundation, powered by GrantGraph™ — our database of 11 million+ funding connections.
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Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DARPAN S KAPADIA | TRUSTEE/VICE CHAIRPERSON FOR DEVELOPMENT STRATEGY | 1 | — |
| ELIZABETH CABELL JENNINGS | TRUSTEE/VICE CHAIRPERSON FOR INVESTMENTS | 1 | — |
| JANET R ATWATER | TRUSTEE/CHAIRPERSON OF THE BOARD | 1 | — |
| TERI DALE DUNGAN | TRUSTEE/SECRETARY | 1 | — |
| A Clayton Perfall | TRUSTEE (TERM BEGAN 10/23) | 1 | — |
| ANDREW W HORROCKS | TRUSTEE | 1 | — |
| CHET M THAKER | TRUSTEE | 1 | — |
| CHRISTINE MARIE VILLA | TRUSTEE | 1 | — |
| CLIFFORD B FLEET III | TRUSTEE | 1 | — |
| DAVID N KELLEY | TRUSTEE | 1 | — |
| DAVID R COVIN | TRUSTEE | 1 | — |
| DAWN M AARON | TRUSTEE | 1 | — |
| DR STEPHEN S TANG | TRUSTEE | 1 | — |
| EUGENE P FOLEY JR | TRUSTEE | 1 | — |
| FRANCES C ENGORON | TRUSTEE | 1 | — |
| HILARY GRANT DIXON | TRUSTEE | 1 | — |
| HYLAH B BALLOWE | TRUSTEE | 1 | — |
| J SCOTT PERKINS | TRUSTEE | 1 | — |
| JAMES E MALLORY | TRUSTEE | 1 | — |
| JANE CHURCH HORVATH | TRUSTEE | 1 | — |
| JENNIFER T MACKESY | TRUSTEE (TERM ENDED 10/23) | 1 | — |
| JILL MARIE LORD | TRUSTEE | 1 | — |
| JODY W FORSYTH | TRUSTEE | 1 | — |
| JOHN E SIMMONS | TRUSTEE (TERM ENDED 10/23) | 1 | — |
| KARLA MUNDEN | TRUSTEE | 1 | — |
| KATHERINE A ROWE | TRUSTEE/ VOTING EX-OFFICIO | 1 | — |
| LOUIS GERARD DUDNEY | TRUSTEE | 1 | — |
| MARK C BUSH | TRUSTEE (TERM ENDED 10/23) | 1 | — |
| MASHEA M ASHTON | TRUSTEE | 1 | — |
| MELISSA D FRIEDERY | TRUSTEE (TERM ENDED 10/23) | 1 | — |
| MICHAEL C PETTERS | TRUSTEE/VOTING EX-OFFICIO | 1 | — |
| MICHAEL C SAPNAR | TRUSTEE | 1 | — |
| MICHAEL K POWELL | TRUSTEE (TERM ENDED 10/23) | 1 | — |
| PAMELA JORDAN PENNY | TRUSTEE | 1 | — |
| PENELOPE H MEREDITH | TRUSTEE | 1 | — |
| RAELENE C WAGONER | TRUSTEE | 1 | — |
| SHELLEY B GOODE | TRUSTEE | 1 | — |
| Sue Hanna Gerdelman | TRUSTEE (TERM BEGAN 10/23) | 1 | — |
| Timothy J Carroll | TRUSTEE (TERM BEGAN 10/23) | 1 | — |
| TODD A STOTTLEMYER | TRUSTEE | 1 | — |
| TODD ANDREW HOWARD | TRUSTEE | 1 | — |
| BRUCE G AIRD | CHIEF FINANCIAL OFFICER AND TREASURER | 48 | $129,582 |
| JULIE S LEACH | EXECUTIVE DIRECTOR | 32 | $96,681 |
| MATTHEW T LAMBERT | CHIEF EXECUTIVE OFFICER | 30 | $257,228 |
| CATHERINE MOUNTJOY | CHIEF OPERATING OFFICER, 1693 PARTNERS FUND | 5 | $315,856 |
| F BRIAN HIESTAND | CHIEF INVESTMENT OFFICER, 1693 PARTNERS FUND | 10 | $384,314 |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
States
Cities
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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