Civic Intelligence

Murray 1693 Scholars Foundation

990 • Fiscal year 2017 • EIN 46-4365190

Jul 01, 2016 to Jun 30, 2017 • Filed on May 10, 2018

Organization ProfileNONE
PO Box 8795Williamsburg, VA 23187

(757) 221-1363

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

4th percentile

0.00x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

4th percentile

0.00x

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

93rd percentile

60%

Higher net margin than 93% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

96th percentile

$977,170

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 72.1% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

57th percentile

6.6%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

1146%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$13,035,949

Up $809,425 (+6.6%) from 2016

Net Assets

Up

$13,035,949

Up $809,425 (+6.6%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin93rd percentile

Revenue

Up

$1,355,822

Up $1,246,981 (+1146%) from 2016

Expenses

Up

$546,397

Up $507,496 (+1305%) from 2016

Net Income

Up

$809,425

Up $739,485 (+1057%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2015: $1Liabilities 2015: $02015Assets 2016: $12,226,524Liabilities 2016: $0Net Assets 2016: $12,226,5242016Assets 2017: $13,035,949Liabilities 2017: $0Net Assets 2017: $13,035,9492017Assets 2018: $13,868,132Liabilities 2018: $0Net Assets 2018: $13,868,1322018Assets 2019: $15,187,493Liabilities 2019: $0Net Assets 2019: $15,187,4932019Assets 2020: $14,558,695Liabilities 2020: $0Net Assets 2020: $14,558,6952020Assets 2021: $19,135,480Liabilities 2021: $0Net Assets 2021: $19,135,4802021Assets 2022: $17,838,201Liabilities 2022: $3,945Net Assets 2022: $17,834,2562022Assets 2023: $18,525,700Liabilities 2023: $4,197Net Assets 2023: $18,521,5032023Assets 2024: $19,458,379Liabilities 2024: $3,402Net Assets 2024: $19,454,9772024

Highlighted filing

2017

Assets$13,035,949
Liabilities$0
Net Assets$13,035,949
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $108,841Expenses 2016: $38,901Net Income 2016: $69,9402016Revenue 2017: $1,355,822Expenses 2017: $546,397Net Income 2017: $809,4252017Revenue 2018: $1,303,157Expenses 2018: $564,144Net Income 2018: $739,0132018Revenue 2019: $1,883,811Expenses 2019: $599,776Net Income 2019: $1,284,0352019Revenue 2020: $474,653Expenses 2020: $620,995Net Income 2020: -$146,3422020Revenue 2021: $1,141,747Expenses 2021: $611,682Net Income 2021: $530,0652021Revenue 2022: $1,629,335Expenses 2022: $804,548Net Income 2022: $824,7872022Revenue 2023: $522,623Expenses 2023: $777,275Net Income 2023: -$254,6522023Revenue 2024: $533,299Expenses 2024: $819,380Net Income 2024: -$286,0812024

Highlighted filing

2017

Revenue$1,355,822
Expenses$546,397
Net Income$809,425
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 10, 2018
Return Version
2016v3.0
Gross Receipts
$3,445,774
Mission and Program Overview

Mission

Support of the william & mary 1693 scholars program

Support of william & mary 1693 scholars program.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$11,597,059$12,800,829▲ $1,203,770
Cash and Non-Interest-Bearing Accounts$99,789$119,496▲ $19,707
Pledges and Grants Receivable$529,676$115,624▼ $414,052
Total Assets$12,226,524$13,035,949▲ $809,425
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$10,148,713$9,801,496▼ $347,217
Temporarily Rstr Net Assets$2,040,065$3,193,097▲ $1,153,032
Unrestricted Net Assets$37,746$41,356▲ $3,610
Total Net Assets Fund Balance$12,226,524$13,035,949▲ $809,425
Total Liabilities and Net Assets / Fund Balance$12,226,524$13,035,949▲ $809,425

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$12,800,829--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$11,597,059$243,333▲ $960,437-$12,800,829
2016$0$11,636,307▼ $39,248-$11,597,059
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleOtherTotal
Daniel a CristolDirector$124,951$124,951

Board Members and Trustees

NameTitle
James B Murray JrChairperson
Marian Chapman MooreDirector
Michael P HennessyDirector
W Taylor Reveley IiiDirector
Samuel EjonesSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$304,356
Program Service Revenue
$0
Investment Income
$1,051,466
Other Revenue
$0
All Other Contributions
$243,433
Change in Net Assets
$809,425
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$463,044
Other Expenses$83,353
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$463,044--$463,044
Fees for Service Investment Mgmnt Fees-$69,197-$69,197
Fees for Services Accounting-$14,131-$14,131
Office Expenses-$25-$25
Total Functional Expenses$463,044$83,353$0$546,397
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The College of William & Mary in VirginiaWilliamsburg, VAGovt. EntityScholarship Support$463,044

International Summary

Offices
0
Employees
0
Spending
$3,243,899

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America & the CaribbeanInvestments-00$2,173,629
East Asia and the PacificInvestments-00$590,092
Europe (including Iceland and Greenland)Investments-00$343,971
North AmericaInvestments-00$57,670
Sub-saharan AfricaInvestments-00$53,489
South AsiaInvestments-00$19,600
South AmericaInvestments-00$5,448
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
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The college of william & mary foundation has the power to appoint 3 directors of murray 1693 scholars foundation. The college of william and mary may appoint up to 2 directors. There were no conditions or restrictions aplied to such powers during the tax year.”

Form 990, Part VI, Section A, Line 8B

“No committee meetings of this nature were held during this period.”

Form 990, Part VI, Section B, Line 11B

“A copy of form 990 is made available to the members of the board prior to filing. The secretary/treasurer and the accounts manager review a draft of the form. Final authorization and signature are by the secretary/treasurer.”

Form 990, Part VI, Section B, Line 12C

“Annual disclosures are reviewed by the accounts manager (accounts manager disclosure is reviewed by the secretary/treasurer). Any possible conflicts are addressed per procedure outlined in the policy. Policy covers board members and key staff members. Matters raised during board meetings are addressed at that time. Board members are restricted from voting on matters in which they may have a conflict.”

Form 990, Part VI, Section B, Line 15

“Murray 1693 scholars foundation has no employees of record; all pay reflected for officers or key employees is from the college of william and mary and represents compensation for their services in their positions at the college. Compensation is determined in accordance with the college's pay practices, which includes consideration of relevant market data.”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request through use of a secured/shareable directory in box.”

Filing and Contact Details

Filer

Filer Name
Murray 1693 Scholars Foundation
EIN
46-4365190
Phone
7572211363
Address
PO BOX 8795, WILLIAMSBURG, VA 23187

Signing Officer

Name
Samuel E Jones
Title
Secretary-treasurer
Phone
7572211363
Signed
2018-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Samuel E Jones
Formed
2013
Legal Domicile
Va
Voting Board Members
5
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Deloitte Tax Llp
Address
7900 TYSONS ONE PLACE SUITE 800, MCLEAN, VA 22102
Preparer
Rachel M Weisman
Phone
7032511000
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2A & 2B:

“Murray 1693 scholars foundation's financial statements were part of consolidated financial statements, which were audited by an independent auditor. The audit committee of the college of william and mary foundation oversees the audit process and appointment of independent auditors.”

Financial Statement Notes

PART V, LINE 4:

“To be used for scholarships for 1693 scholars and general expenses of the william & mary 1693 scholars program.”

PART X, LINE 2:

“Asc topic 740, income taxes, provides guidance for how uncertain tax positions should be recognized, measured, presented, and disclosed in financial statements. Asc topic 740 requires the evaluation of tax positions taken or expected to be taken in the course of preparing its tax returns of the foundation, cei, ref and reliance to determine whether the tax positions will "more-likely-than-not" be sustained by the applicable tax authority. As a result, tax positions not meeting the more-likely-than-not threshold would result in a current year expense or the absence of a benefit, as appropriate for the tax position. The foundation has concluded that no provision for income tax is required in the foundation's financial statement for the year ended june 30, 2017 and 2016.”

Raw XML AppendixShowing 400 of 528 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE COLLEGE OF WILLIAM & MARY FOUNDATION
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1THE COLLEGE OF WILLIAM & MARY IN VIRGINIA
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt011597059
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0243333
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt012800829
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0960437
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt00
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt011636307
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt011597059
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-39248
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt012800829
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS IN GRANTOR TRUST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.76000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO BE USED FOR SCHOLARSHIPS FOR 1693 SCHOLARS AND GENERAL EXPENSES OF THE WILLIAM & MARY 1693 SCHOLARS PROGRAM.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ASC TOPIC 740, INCOME TAXES, PROVIDES GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, PRESENTED, AND DISCLOSED IN FINANCIAL STATEMENTS. ASC TOPIC 740 REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING ITS TAX RETURNS OF THE FOUNDATION, CEI, REF AND RELIANCE TO DETERMINE WHETHER THE TAX POSITIONS WILL "MORE-LIKELY-THAN-NOT" BE SUSTAINED BY THE APPLICABLE TAX AUTHORITY. AS A RESULT, TAX POSITIONS NOT MEETING THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD RESULT IN A CURRENT YEAR EXPENSE OR THE ABSENCE OF A BENEFIT, AS APPROPRIATE FOR THE TAX POSITION. THE FOUNDATION HAS CONCLUDED THAT NO PROVISION FOR INCOME TAX IS REQUIRED IN THE FOUNDATION'S FINANCIAL STATEMENT FOR THE YEAR ENDED JUNE 30, 2017 AND 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.24000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt012800829
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt40
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt50
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt60
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt40
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt50
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt60
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt02173629
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt1590092
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt2343971
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt357670
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt419600
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt553489
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt65448
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0CENTRAL AMERICA & THE CARIBBEAN
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1EAST ASIA AND THE PACIFIC
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2EUROPE (INCLUDING ICELAND AND GREENLAND)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt3NORTH AMERICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt4SOUTH ASIA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt5SUB-SAHARAN AFRICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt6SOUTH AMERICA
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0INVESTMENTS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1INVESTMENTS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2INVESTMENTS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt3INVESTMENTS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt4INVESTMENTS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt5INVESTMENTS
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt6INVESTMENTS
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinutationTotalEmployeeCnt00
IRS990ScheduleF/ContinutationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd01
IRS990ScheduleF/ForeignPartnershipInd01
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd01
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt03243899
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION HAS A THIRD PARTY TRUSTEE THAT HANDLES ALL ADMINISTRATIVE DUTIES CONNECTED WITH INVESTMENTS. THIS INCLUDES TRACKING INVESTMENTS AND EXPENDITURES BY GEOGRAPHIC REGION.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt03243899
IRS990ScheduleF/TransferToForeignCorpInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0463044
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOVT. ENTITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SCHOLARSHIP SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE COLLEGE OF WILLIAM & MARY IN VIRGINIA
IRS990ScheduleI/RecipientTable/RecipientEIN0546001718
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 8795
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WILLIAMSBURG
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd023187
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE FOR STUDENTS ENROLLED AT W&M AS IDENTIFIED BY THE W&M 1693 SCHOLARS PROGRAM. DETAILED LISTS OF STUDENTS TO BE SUPPORTED ARE PROVIDED TO THE FOUNDATION TO COVER THE AWARDS MADE BY THE COLLEGE. EXPENSES SPECIFIC TO EACH STUDENT (TUITION, FEES, ROOM, BOARD AND RESEARCH RELATED EXPENSES) ARE CHARGED TO AN AGENCY ACCOUNT HELD BY THE COLLEGE. ALL CHARGES TO THE ACCOUNT ARE REVIEWED AND VERIFIED AS ACCEPTABLE BEFORE FUNDING IS TRANSFERRED TO THE COLLEGE TO COVER THE EXPENSES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0901044
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1302913
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt048000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt142928
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt03629
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt123073
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt024497
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt110849
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0W TAYLOR REVELEY III
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1SAMUEL EJONES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SECRETARY/TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0977170
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1379763
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COLLEGE OF WILLIAM & MARY FOUNDATION HAS THE POWER TO APPOINT 3 DIRECTORS OF MURRAY 1693 SCHOLARS FOUNDATION. THE COLLEGE OF WILLIAM AND MARY MAY APPOINT UP TO 2 DIRECTORS. THERE WERE NO CONDITIONS OR RESTRICTIONS APLIED TO SUCH POWERS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO COMMITTEE MEETINGS OF THIS NATURE WERE HELD DURING THIS PERIOD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2A COPY OF FORM 990 IS MADE AVAILABLE TO THE MEMBERS OF THE BOARD PRIOR TO FILING. THE SECRETARY/TREASURER AND THE ACCOUNTS MANAGER REVIEW A DRAFT OF THE FORM. FINAL AUTHORIZATION AND SIGNATURE ARE BY THE SECRETARY/TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL DISCLOSURES ARE REVIEWED BY THE ACCOUNTS MANAGER (ACCOUNTS MANAGER DISCLOSURE IS REVIEWED BY THE SECRETARY/TREASURER). ANY POSSIBLE CONFLICTS ARE ADDRESSED PER PROCEDURE OUTLINED IN THE POLICY. POLICY COVERS BOARD MEMBERS AND KEY STAFF MEMBERS. MATTERS RAISED DURING BOARD MEETINGS ARE ADDRESSED AT THAT TIME. BOARD MEMBERS ARE RESTRICTED FROM VOTING ON MATTERS IN WHICH THEY MAY HAVE A CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MURRAY 1693 SCHOLARS FOUNDATION HAS NO EMPLOYEES OF RECORD; ALL PAY REFLECTED FOR OFFICERS OR KEY EMPLOYEES IS FROM THE COLLEGE OF WILLIAM AND MARY AND REPRESENTS COMPENSATION FOR THEIR SERVICES IN THEIR POSITIONS AT THE COLLEGE. COMPENSATION IS DETERMINED IN ACCORDANCE WITH THE COLLEGE'S PAY PRACTICES, WHICH INCLUDES CONSIDERATION OF RELEVANT MARKET DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE MADE AVAILABLE UPON REQUEST THROUGH USE OF A SECURED/SHAREABLE DIRECTORY IN BOX.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MURRAY 1693 SCHOLARS FOUNDATION'S FINANCIAL STATEMENTS WERE PART OF CONSOLIDATED FINANCIAL STATEMENTS, WHICH WERE AUDITED BY AN INDEPENDENT AUDITOR. THE AUDIT COMMITTEE OF THE COLLEGE OF WILLIAM AND MARY FOUNDATION OVERSEES THE AUDIT PROCESS AND APPOINTMENT OF INDEPENDENT AUDITORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2A & 2B:
IRS990ScheduleR/AssetExchangeInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,035,949
Liabilities
$0
Net assets
$13,035,949
Revenue
$1,355,822
Expenses
$546,397
Net income
$809,425
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.5$0.00$19.5$0.53$0.82$0.29
2023Detailed filing. Detailed filing data is available for this year.$18.5$0.00$18.5$0.52$0.78$0.25
2022Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$1.63$0.80$0.82
2021Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$1.14$0.61$0.53
2020Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$0.47$0.62$0.15
2019Detailed filing. Detailed filing data is available for this year.$15.2$0.00$15.2$1.88$0.60$1.28
2018Detailed filing. Detailed filing data is available for this year.$13.9$0.00$13.9$1.30$0.56$0.74
2017Detailed filing. Detailed filing data is available for this year.$13.0$0.00$13.0$1.36$0.55$0.81
2016Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$0.11$0.04$0.07
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00