William & Mary Foundation
EIN 540734117 · 501(c)(3) · Public charity · Williamsburg, VA · recognized 1940
- Assets
- $1.3B
- Revenue
- $162M
- Expenses
- $72.6M
- Investment income
- $26.7M
Form 990 fiscal year ended 06/30/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
| Firm | Match | Period |
|---|---|---|
| Cambridge Associates, Llc CRD 104942 | deterministic · 100% | 06/30/2024 |
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Zuri Group Llc | Technology services | $500,306 |
| Cambridge Associates Llc | Investment advisory services | $412,500 |
| Mc Guire Woods Llp | Legal services | $210,801 |
| The Burgiss Group Llc | Technology services | $183,783 |
| Arnold & Porter Kaye Scholar Llp | Legal services | $180,000 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| F Brian Hiestand | Chief investment officer, 1693 partners fund | $384,314 | $67,544 |
| Catherine Mountjoy | Chief operating officer, 1693 partners fund | $315,856 | $47,682 |
| Matthew T Lambert | Chief executive officer | $257,228 | $37,503 |
| Bruce G Aird | Chief financial officer and treasurer | $129,582 | $35,235 |
| Julie S Leach | Executive director | $96,681 | $32,224 |
| John E Simmons | Trustee (term ended 10/23) | $0 | $0 |
| Karla Munden | Trustee | $0 | $0 |
| Katherine A Rowe | Trustee/ voting ex-officio | $0 | $0 |
| Louis Gerard Dudney | Trustee | $0 | $0 |
| Mark C Bush | Trustee (term ended 10/23) | $0 | $0 |
| Mashea M Ashton | Trustee | $0 | $0 |
| Melissa D Friedery | Trustee (term ended 10/23) | $0 | $0 |
| Michael C Petters | Trustee/voting ex-officio | $0 | $0 |
| Michael C Sapnar | Trustee | $0 | $0 |
| Michael K Powell | Trustee (term ended 10/23) | $0 | $0 |
| Pamela Jordan Penny | Trustee | $0 | $0 |
| Penelope H Meredith | Trustee | $0 | $0 |
| Raelene C Wagoner | Trustee | $0 | $0 |
| Shelley B Goode | Trustee | $0 | $0 |
| Sue Hanna Gerdelman | Trustee (term began 10/23) | $0 | $0 |
| Timothy J Carroll | Trustee (term began 10/23) | $0 | $0 |
| Todd A Stottlemyer | Trustee | $0 | $0 |
| Todd Andrew Howard | Trustee | $0 | $0 |
| Darpan S Kapadia | Trustee/vice chairperson for development strategy | $0 | $0 |
| Elizabeth Cabell Jennings | Trustee/vice chairperson for investments | $0 | $0 |
| Janet R Atwater | Trustee/chairperson of the board | $0 | $0 |
| Teri Dale Dungan | Trustee/secretary | $0 | $0 |
| A Clayton Perfall | Trustee (term began 10/23) | $0 | $0 |
| Andrew W Horrocks | Trustee | $0 | $0 |
| Chet M Thaker | Trustee | $0 | $0 |
| Christine Marie Villa | Trustee | $0 | $0 |
| Clifford B Fleet Iii | Trustee | $0 | $0 |
| David N Kelley | Trustee | $0 | $0 |
| David R Covin | Trustee | $0 | $0 |
| Dawn M Aaron | Trustee | $0 | $0 |
| Dr Stephen S Tang | Trustee | $0 | $0 |
| Eugene P Foley Jr | Trustee | $0 | $0 |
| Frances C Engoron | Trustee | $0 | $0 |
| Hilary Grant Dixon | Trustee | $0 | $0 |
| Hylah B Ballowe | Trustee | $0 | $0 |
| J Scott Perkins | Trustee | $0 | $0 |
| James E Mallory | Trustee | $0 | $0 |
| Jane Church Horvath | Trustee | $0 | $0 |
| Jennifer T Mackesy | Trustee (term ended 10/23) | $0 | $0 |
| Jill Marie Lord | Trustee | $0 | $0 |
| Jody W Forsyth | Trustee | $0 | $0 |