This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Grants paid by year
Total assets by year
Where the money went · FY2024
Form 990 splits expenses into program services, management and fundraising. The split is self-reported, and a grantmaker, a research institute and a direct-service nonprofit book the same work differently. A line the return does not carry reads "not available"; it is never counted as zero.
| Year | Form | Revenue | Expenses | Grants paid | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $161,638,025 | $72,625,450 | $60,679,105 | $1,294,159,126 | $1,257,938,769 |
| FY2023 | 990 | $41,051,162 | $52,596,974 | $42,523,424 | $1,134,029,696 | $1,100,313,729 |
| FY2022 | 990 | $100,704,101 | $42,267,429 | $33,375,279 | $1,102,294,415 | $1,071,260,891 |
| FY2021 | 990 | $79,373,462 | $39,031,296 | $30,617,913 | $1,122,551,962 | $1,086,827,353 |
| FY2020 | 990 | $88,636,871 | $49,308,062 | $45,123,683 | $868,886,184 | $840,372,104 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 22% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| WILLIAM & MARY ALUMNI ASSOCIATIONWILLIAMSBURG, VA | GENERAL SUPPORT | $257,374 | 2022 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Darpan S Kapadia | TRUSTEE/VICE CHAIRPERSON FOR DEVELOPMENT STRATEGY | 1.0 | $0 |
| Elizabeth Cabell Jennings | TRUSTEE/VICE CHAIRPERSON FOR INVESTMENTS | 1.0 | $0 |
| Janet R Atwater | TRUSTEE/CHAIRPERSON OF THE BOARD | 1.0 | $0 |
| Teri Dale Dungan | TRUSTEE/SECRETARY |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| NATL INST OF AMERICAN HISTORY & DEMOCRACY |
| $254,266 |
| 2022 |
| WILLIAM & MARY ALUMNI ASSOCIATIONWILLIAMSBURG, VA | GENERAL SUPPORT | $236,843 | 2023 |
| THE COLLEGE OF WILLIAM & MARYWILLIAMSBURG, VA | LAMBERSON ENDOWMENT | $229,565 | 2021 |
| THE COLLEGE OF WILLIAM & MARYWILLIAMSBURG, VA | PRESIDENT'S STRATEGIC INVESTMENT FUND | $225,490 | 2021 |
| WILLIAM & MARYWILLIAMSBURG, VA | JIMMYE LAYCOCK FOOTBALL COMPLEX | $225,000 | 2022 |
| WILLIAM & MARYWILLIAMSBURG, VA | Jimmye Laycock Footbal Complex | $225,000 | 2024 |
| WILLIAM & MARYWILLIAMSBURG, VA | Global Research Institute Fund | $217,600 | 2024 |
| WILLIAM & MARY ALUMNI ASSOCIATIONWILLIAMSBURG, VA | GENERAL SUPPORT | $204,489 | 2024 |
| THE COLLEGE OF WILLIAM & MARYWILLIAMSBURG, VA | REVELEY GARDEN & CAMPUS BEAUTIFICATION | $196,705 | 2021 |
| THE COLLEGE OF WILLIAM & MARYWILLIAMSBURG, VA | ZABLE STADIUM IMPROVEMENTS | $173,438 | 2021 |
| WILLIAM & MARY ALUMNI ASSOCIATIONWILLIAMSBURG, VA | ACTIVITIES OF THE ALUMNI ASSN | $149,060 | 2021 |
| MURRAY 1693 SCHOLARS FOUNDATIONWILLIAMSBURG, VA | GENERAL SUPPORT | $101,888 | 2023 |
| MURRAY 1693 SCHOLARS FOUNDATIONWILLIAMSBURG, VA | FOUNDATION ACTIVITIES | $98,511 | 2021 |
| WILLIAM AND MARY ATHLETIC EDUCATIONAL FOUNDATIONWILLIAMSBURG, VA | GENERAL SUPPORT | $93,048 | 2024 |
| MURRAY 1693 SCHOLARS FOUNDATIONWILLIAMSBURG, VA | GENERAL SUPPORT | $92,155 | 2022 |
| WILLIAM AND MARY ATHLETIC EDUCATIONAL FOUNDATIONWILLIAMSBURG, VA | GENERAL SUPPORT | $89,891 | 2023 |
| MURRAY 1693 SCHOLARS FOUNDATIONWILLIAMSBURG, VA | GENERAL SUPPORT | $75,204 | 2024 |
| THE COLLEGE OF WILLIAM AND MARY REAL ESTATE FOUNDATION INCWILLIAMSBURG, VA | GENERAL SUPPORT | $61,852 | 2023 |
| WILLIAM AND MARY ATHLETIC EDUCATIONAL FOUNDATIONWILLIAMSBURG, VA | GENERAL SUPPORT | $58,622 | 2022 |
| MURRAY 1693 SCHOLARS FOUNDATIONWILLIAMSBURG, VA | ACTIVITIES OF THE FOUNDATION | $57,605 | 2020 |
| THE COLLEGE OF WILLIAM AND MARY REAL ESTATE FOUNDATION INCWILLIAMSBURG, VA | GENERAL SUPPORT | $47,805 | 2022 |
| THE COLLEGE OF WILLIAM AND MARY REAL ESTATE FOUNDATIONWILLIAMSBURG, VA | ACTIVITIES OF THE FOUNDATION | $18,736 | 2020 |
| OMOHUNDRO INSTITUTE OF EARLY AMERICAN HISTORY & CULTUREWILLIAMSBURG, VA | GENERAL SUPPORT | $15,574 | 2024 |
| OMOHUNDRO INSTITUTE OF EARLY AMERICAN HISTORY & CULTUREWILLIAMSBURG, VA | GENERAL SUPPORT | $10,333 | 2022 |
| 1.0 |
| $0 |
| A Clayton Perfall | TRUSTEE (TERM BEGAN 10/23) | 1.0 | $0 |
| Andrew W Horrocks | TRUSTEE | 1.0 | $0 |
| Chet M Thaker | TRUSTEE | 1.0 | $0 |
| Christine Marie Villa | TRUSTEE | 1.0 | $0 |
| Clifford B Fleet Iii | TRUSTEE | 1.0 | $0 |
| David N Kelley | TRUSTEE | 1.0 | $0 |
| David R Covin | TRUSTEE | 1.0 | $0 |
| Dawn M Aaron | TRUSTEE | 1.0 | $0 |
| Dr Stephen S Tang | TRUSTEE | 1.0 | $0 |
| Eugene P Foley Jr | TRUSTEE | 1.0 | $0 |
| Frances C Engoron | TRUSTEE | 1.0 | $0 |
| Hilary Grant Dixon | TRUSTEE | 1.0 | $0 |
| Hylah B Ballowe | TRUSTEE | 1.0 | $0 |
| J Scott Perkins | TRUSTEE | 1.0 | $0 |
| James E Mallory | TRUSTEE | 1.0 | $0 |
| Jane Church Horvath | TRUSTEE | 1.0 | $0 |
| Jennifer T Mackesy | TRUSTEE (TERM ENDED 10/23) | 1.0 | $0 |
| Jill Marie Lord | TRUSTEE | 1.0 | $0 |
| Jody W Forsyth | TRUSTEE | 1.0 | $0 |
| John E Simmons | TRUSTEE (TERM ENDED 10/23) | 1.0 | $0 |
| Karla Munden | TRUSTEE | 1.0 | $0 |
| Katherine A Rowe | TRUSTEE/ VOTING EX-OFFICIO | 1.0 | $0 |
| Louis Gerard Dudney | TRUSTEE | 1.0 | $0 |
| Mark C Bush | TRUSTEE (TERM ENDED 10/23) | 1.0 | $0 |
| Mashea M Ashton | TRUSTEE | 1.0 | $0 |
| Melissa D Friedery | TRUSTEE (TERM ENDED 10/23) | 1.0 | $0 |
| Michael C Petters | TRUSTEE/VOTING EX-OFFICIO | 1.0 | $0 |
| Michael C Sapnar | TRUSTEE | 1.0 | $0 |
| Michael K Powell | TRUSTEE (TERM ENDED 10/23) | 1.0 | $0 |
| Pamela Jordan Penny | TRUSTEE | 1.0 | $0 |
| Penelope H Meredith | TRUSTEE | 1.0 | $0 |
| Raelene C Wagoner | TRUSTEE | 1.0 | $0 |
| Shelley B Goode | TRUSTEE | 1.0 | $0 |
| Sue Hanna Gerdelman | TRUSTEE (TERM BEGAN 10/23) | 1.0 | $0 |
| Timothy J Carroll | TRUSTEE (TERM BEGAN 10/23) | 1.0 | $0 |
| Todd A Stottlemyer | TRUSTEE | 1.0 | $0 |
| Todd Andrew Howard | TRUSTEE | 1.0 | $0 |
| Bruce G Aird | CHIEF FINANCIAL OFFICER AND TREASURER | 48.0 | $129,582 |
| Julie S Leach | EXECUTIVE DIRECTOR | 32.0 | $96,681 |
| Matthew T Lambert | CHIEF EXECUTIVE OFFICER | 30.0 | $257,228 |
| Catherine Mountjoy | CHIEF OPERATING OFFICER, 1693 PARTNERS FUND | 5.0 | $315,856 |
| F Brian Hiestand | CHIEF INVESTMENT OFFICER, 1693 PARTNERS FUND | 10.0 | $384,314 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2024 · period ending Jun 30, 2024IRS bulk XML
Filing id 202501349349311005
Form 990 · FY2023 · period ending Jun 30, 2023IRS bulk XML
Filing id 202441369349307809
Form 990 · FY2022 · period ending Jun 30, 2022
Filing id 202301359349314250
Form 990 · FY2021 · period ending Jun 30, 2021
Filing id 202211319349303626
Form 990 · FY2020 · period ending Jun 30, 2020
Filing id 202131369349301468
Form 990 · FY2019 · period ending Jun 30, 2019
Filing id 202011309349300711
Form 990 · FY2018 · period ending Jun 30, 2018
Filing id 201931349349303323
Form 990 · FY2017 · period ending Jun 30, 2017
Filing id 201841209349301384
Form 990 · FY2016 · period ending Jun 30, 2016
Filing id 201731359349306103
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.