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Compensation 990 is an independent service that uses public IRS Form 990 filings as its source data. We clean and standardize this information, but the original filings may contain errors or omissions. Years on this site refer to the organization’s fiscal year end date on the filing.

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Organizations Education William & Mary Foundation

William & Mary Foundation

Fiscal year ending 2023. Filed on May 15, 2024.

5300 Discovery Park Blvd 3rd Floor
5300 Discovery Park Boulevard
Williamsburg, Virginia 23188

William & Mary Foundation (EIN: 54-0734117) has filed an IRS Form 990 since at least fiscal year 2016. In its fiscal year 2023 IRS Form 990 filing, William & Mary Foundation, a 501(c)(3) charitable organization, reported compensation for 8 employees. Among the employees shown here, the average compensation is $344,315. The highest compensated employee at William & Mary Foundation is F Brian Hiestand with fiscal year 2023 compensation of $930,257.

Revenue, expenses, and employee compensation

Revenue

$41,051,162

Expenses

$52,596,974

Employee compensation

$0
Revenue, expenses, and employee compensation over time

Reported Compensated Employees

F Brian Hiestand
Chief Investment Officer, 1693 Partners FUND
$930,257
$866,051 No related comp$64,206
Catherine Mountjoy
Chief Operating Officer, 1693 Partners FUND
$557,263
$511,339 No related comp$45,924
Matthew T Lambert
Chief Executive Officer
$254,073
$219,040 No related comp$35,033
William D Copan Jr
Assistant Treasurer (Ended 9/22)
$229,321
$195,079 No related comp$34,242
Karyn A Tancredi
Controller (Ended 12/22)
$209,050
$165,199 No related comp$43,851
Julie S Leach
Executive Director
$121,947
$91,834 No related comp$30,113
Amy S Sebring
Chief Financial Officer and Treasurer (Ended 10/22)
$108,293
$92,188 No related comp$16,105
Bruce G Aird
Chief Financial Officer and Treasurer ( Began 04/23)
$0

Benchmark Employee Compensation

Non-Employee Board Members

Andrew W Horrocks
Trustee
Brooke Trible Weinmann
Trustee (Term Ended 10/22)
Chet M Thaker
Trustee
Christine Marie Villa
Trustee
Clifford B Fleet III
Trustee/Chairperson of the Board
Darpan S Kapadia
Trustee
David J Jallits
Trustee (Term Ended 10/22)
David N Kelley
Trustee
David R Covin
Trustee
Dawn M Aaron
Trustee
Dr Stephen S Tang
Trustee (Term Began 10/22)
Elizabeth Cabell Jennings
Trustee/Vice Chairperson for Investments

Contractors

Cambridge Associates LLC
Investment Advisory
$475,000
Blackbaud Inc.
System Implementation
$441,683
Mcguirewoods LLP
Legal
$211,844
Arnold & Porter Kaye Scholar LLP
Legal
$180,000
Deloitte and Touche LLP
Accounting
$114,503

Mission Statement

TO AID, STRENGTHEN AND EXPAND, IN EVERY PROPER AND USEFUL WAY, THE WORK OF WILLIAM & MARY, A PUBLIC UNIVERSITY IN VIRGINIA.

Revisions to this organization profile

May 14, 2025:
2024 William & Mary Foundation 990 filed
May 15, 2024:
2023 William & Mary Foundation 990 filed
May 15, 2023:
2022 William & Mary Foundation 990 filed

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