Civic Intelligence

The Sumner G Randjr Foundation Inc

EIN 11-3673801 • 501(c)3 • Orlando, FL

Profile

To support the faculty of arts and sciences of the college of william & mary.

PO Box 540777Orlando, FL 32854

none

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

4th percentile

-94%

Higher net margin than 4% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

29th percentile

-2.7%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$1,329,225

Down $134,778 (-9.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$1,329,225

Down $134,778 (-9.2%) from 2024

Operations
Liabilities / Revenue19th percentileNet Margin4th percentile

Revenue

Up

$106,782

Up $5,965 (+5.9%) from 2024

Expenses

Up

$206,839

Up $97,232 (+89%) from 2024

Net Income

Down

-$100,057

Down $91,267 (-1038%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $911,993Liabilities 2011: $0Net Assets 2011: $911,9932011Assets 2012: $958,445Liabilities 2012: $0Net Assets 2012: $958,4452012Assets 2013: $1,052,475Liabilities 2013: $0Net Assets 2013: $1,052,4752013Assets 2014: $1,166,794Liabilities 2014: $0Net Assets 2014: $1,166,7942014Assets 2015: $1,198,513Liabilities 2015: $0Net Assets 2015: $1,198,5132015Assets 2016: $1,192,977Liabilities 2016: $0Net Assets 2016: $1,192,9772016Assets 2017: $1,263,757Liabilities 2017: $0Net Assets 2017: $1,263,7572017Assets 2018: $1,315,041Liabilities 2018: $7,650Net Assets 2018: $1,307,3912018Assets 2019: $1,239,197Liabilities 2019: $0Net Assets 2019: $1,239,1972019Assets 2020: $1,347,034Liabilities 2020: $4,800Net Assets 2020: $1,342,2342020Assets 2021: $1,629,039Liabilities 2021: $0Net Assets 2021: $1,629,0392021Assets 2022: $1,422,320Liabilities 2022: $0Net Assets 2022: $1,422,3202022Assets 2023: $1,403,738Liabilities 2023: $0Net Assets 2023: $1,403,7382023Assets 2024: $1,464,003Liabilities 2024: $0Net Assets 2024: $1,464,0032024Assets 2025: $1,329,225Liabilities 2025: $0Net Assets 2025: $1,329,2252025

Highlighted filing

2025

Assets$1,329,225
Liabilities$0
Net Assets$1,329,225
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $145,561Expenses 2011: $63,792Net Income 2011: $81,7692011Revenue 2012: $3,195Expenses 2012: $29,835Net Income 2012: -$26,6402012Revenue 2013: $104,584Expenses 2013: $30,707Net Income 2013: $73,8772013Revenue 2014: $76,279Expenses 2014: $85,348Net Income 2014: -$9,0692014Revenue 2015: $94,233Expenses 2015: $87,400Net Income 2015: $6,8332015Revenue 2016: $65,359Expenses 2016: $87,902Net Income 2016: -$22,5432016Revenue 2017: $153,134Expenses 2017: $27,336Net Income 2017: $125,7982017Revenue 2018: $182,122Expenses 2018: $139,364Net Income 2018: $42,7582018Revenue 2019: $102,520Expenses 2019: $93,897Net Income 2019: $8,6232019Revenue 2020: $124,751Expenses 2020: $23,302Net Income 2020: $101,4492020Revenue 2021: $336,782Expenses 2021: $84,608Net Income 2021: $252,1742021Revenue 2022: $123,298Expenses 2022: $106,113Net Income 2022: $17,1852022Revenue 2023: -$19,579Expenses 2023: $109,269Net Income 2023: -$128,8482023Revenue 2024: $100,817Expenses 2024: $109,607Net Income 2024: -$8,7902024Revenue 2025: $106,782Expenses 2025: $206,839Net Income 2025: -$100,0572025

Highlighted filing

2025

Revenue$106,782
Expenses$206,839
Net Income-$100,057
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,329,225
Liabilities
$0
Net assets
$1,329,225
Revenue
$106,782
Expenses
$206,839
Net income
-$100,057
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$0.11$0.21$0.10
2024Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.10$0.11$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.02$0.11$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.42$0.12$0.11$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.34$0.08$0.25
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.34$0.12$0.02$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.10$0.09$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.01$1.31$0.18$0.14$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.15$0.03$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.07$0.09$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$0.09$0.09$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.08$0.09$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$0.10$0.03$0.07
2012Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.00$0.03$0.03
2011Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$0.15$0.06$0.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 3, 2025
Return Version
2024v5.0
Gross Receipts
$4,122,762
Mission and Program Overview

Mission

To support the faculty of arts and sciences of the college of william & mary.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,001,121$983,915▼ $17,206
Savings and Temporary Cash Investments$110,099$160,172▲ $50,073
Investments Other Securities$219,720$140,063▼ $79,657
Cash and Non-Interest-Bearing Accounts$133,063$45,075▼ $87,988
Total Assets$1,464,003$1,329,225▼ $134,778
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,464,003$1,329,225▼ $134,778
Total Net Assets Fund Balance$1,464,003$1,329,225▼ $134,778
Total Liabilities and Net Assets / Fund Balance$1,464,003$1,329,225▼ $134,778

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$140,063--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Gerald BullockVice Preside$232,773$232,773

Board Members and Trustees

NameTitle
Suzanne RaittPresident
Gerald BullockVice President
Rich LowryDirector
Susan BrownDirector
Donald BrownSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$106,782
Other Revenue
$0
Change in Net Assets
$-100,057
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$181,163
Other Expenses$25,676
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$181,163--$181,163
Fees for Services Other-$10,099-$10,099
Fees for Service Investment Mgmnt Fees-$8,319-$8,319
Fees for Services Accounting-$4,800-$4,800
Travel-$1,857-$1,857
Insurance-$601-$601
Total Functional Expenses$181,163$25,676$0$206,839
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
College of William & MaryWilliamsburg, VA-College Support$181,163
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The foundation's top management official and board of directors review the form 990 prior to its filing with the internal revenue service.”

Form 990, Page 6, Part VI, Line 19

“The foundation provides, upon request, copies of its articles of incorporation, bylaws, tax returns and conflict of interest policy.”

Filing and Contact Details

Filer

Filer Name
The Sumner G Rand Jr Foundation
EIN
11-3673801
Phone
4074209005
Address
PO BOX 540777, ORLANDO, FL 32854

Signing Officer

Name
Donald Brown
Title
Secretary/treasurer
Phone
4074209005
Signed
2025-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald Brown
Formed
2003
Legal Domicile
Ga
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Mka Advisory LLC
Address
501 S NEW YORK AVE STE 100, WINTER PARK, FL 32789-4241
Preparer
Ric Perez CPA
Phone
4076445811
Raw XML Appendix348 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S TOP MANAGEMENT OFFICIAL AND BOARD OF DIRECTORS REVIEW THE FORM 990 PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION PROVIDES, UPON REQUEST, COPIES OF ITS ARTICLES OF INCORPORATION, BYLAWS, TAX RETURNS AND CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SUMNER G RAND JR FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0SUMN
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ReturnHeader/Filer/PhoneNum04074209005
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0993868472
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MKA ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0501 S NEW YORK AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINTER PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0327894241
ReturnHeader/PreparerPersonGrp/PhoneNum04076445811
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RIC PEREZ CPA
ReturnHeader/ReturnTs02025-11-03T07:49:02-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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