WILLIAM AND MARY FOUNDATION
5300 DISCOVERY PARK BLVD 3rd FLOOR, WILLIAMSBURG, VA 231882695 www.wm.edu

Total Revenue
$88,636,871
Total Expenses
$49,308,062
Net Assets
$840,372,104

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

THE FOUNDATION PROVIDES SUPPORT FOR SALARIES OF PROFESSORS AND OTHER STAFF AND OTHER GENERAL SUPPORT FOR THE COLLEGE OF WILLIAM & MARY.

THE FOUNDATION PROVIDES FINANCIAL AID FOR STUDENTS OF THE COLLEGE OF WILLIAM & MARY.

THE FOUNDATION PROVIDES SUPPORT FOR OTHER RELATED ORGANIZATIONS. ADDITIONAL DETAILS CAN BE FOUND IN PART IX AND SCHEDULE I.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Karyn A TancrediCONTROLLER0$0
F Brian HiestandCHIEF INVESTMENT OFFICER0$0
Catherine MountjoyDIRECTOR OF INVESTMENTS0$0
William D Copan JrASSISTANT TREASURER0$0
Matthew T LambertCHIEF EXECUTIVE OFFICER1$0
Julie S LeachEXECUTIVE DIRECTOR/ (BEGIN JUNE 2020)0$0
Amy S SebringCHIEF FINANCIAL OFFICER AND TREASURER/ (BEGIN JUNE 2020)1$0
Teri Dale DunganTRUSTEE1$0
Shelley C JenningsTRUSTEE (END 10/2019)1$0
Shelley B GoodeTRUSTEE1$0
Scott M CusterTRUSTEE (END 10/2019)1$0
Samuel E JonesTRUSTEE/ EX-OFFICIO NON-VOTING (END 05/2020)1$0
Ronald Lee WestTRUSTEE (END 10/2019)1$0
Raelene C WagonerTRUSTEE1$0
Penelope H MeredithTRUSTEE1$0
Pamela Jordan PennyTRUSTEE1$0
Michael P ForadasTRUSTEE1$0
Michael C SapnarTRUSTEE1$0
Melissa D FriederyTRUSTEE1$0
Maryellen Farmer FeeleyTRUSTEE1$0
Martha F TackTRUSTEE (END 10/2019)1$0
Louis Gerard DudneyTRUSTEE1$0
Kevin M PhillipsTRUSTEE1$0
Katherine A RoweTRUSTEE/ VOTING EX-OFFICIO1$0
John Struth NovogratzTRUSTEE1$0
John E SimmonsTRUSTEE1$0
John E LittelTRUSTEE/VOTING EX-OFFICO1$0
Jody W ForsythTRUSTEE1$0
Jill Marie LordTRUSTEE/SECRETARY1$0
Jennifer T MackesyTRUSTEE1$0
Janet R AtwaterTRUSTEE1$0
Jane Church HorvathTRUSTEE1$0
J Scott PerkinsTRUSTEE1$0
Howard Dale McfaddenTRUSTEE1$0
Elizabeth Cabell JenningsTRUSTEE/VICE CHAIRPERSON FOR INVESTMENTS1$0
Dixie D WolfTRUSTEE (END 10/2019)1$0
Dawn M ArnallTRUSTEE1$0
David R CovinTRUSTEE1$0
David N KelleyTRUSTEE1$0
David K StoneTRUSTEE1$0
David J JallitsTRUSTEE1$0
Craig P StaubTRUSTEE (END 10/2019)1$0
Clifford B Fleet IiiTRUSTEE/VICE CHAIRPERSON FOR DEVELOPMENT STRATEGY1$0
Christine Marie VillaTRUSTEE1$0
Chet M ThakerTRUSTEE1$0
Charles Andrew WatersTRUSTEE1$0
Brooke Trible WeinmannTRUSTEE1$0
Benjamin M BerinsteinTRUSTEE (END 10/2019)1$0
Audra Lynn MallowTRUSTEE1$0
Andrew W HorrocksTRUSTEE1$0
Alvaro Garcia-TunonTRUSTEE (END 8/2019)1$0
Alan D HillikerTRUSTEE1$0
Michael K PowellTRUSTEE/CHAIRPERSON OF THE BOARD1$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202131369349301468_public.xml