Civic Intelligence

The College of William & Mary Foundation

990T • Fiscal year 2024 • EIN 54-0734117

Jul 01, 2023 to Jun 30, 2024 • Filed on May 14, 2025

Organization ProfileWWW.WM.EDU/OFFICES/CWMF
5300 DISCOVERY PARK BLVD 3rd FLOORWilliamsburg, VA 23188-2695

(757) 221-1906

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2024

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2024

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

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No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

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No earlier filing loaded for comparison.

Expenses

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No earlier filing loaded for comparison.

Net Income

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No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5B$1.0B$500M$0Assets 2010: $465,677,735Liabilities 2010: $27,397,825Net Assets 2010: $438,279,9102010Assets 2011: $529,852,378Liabilities 2011: $27,691,323Net Assets 2011: $502,161,0552011Assets 2012: $544,308,092Liabilities 2012: $27,817,412Net Assets 2012: $516,490,6802012Assets 2013: $628,980,542Liabilities 2013: $28,212,551Net Assets 2013: $600,767,9912013Assets 2014: $707,525,133Liabilities 2014: $29,868,285Net Assets 2014: $677,656,8482014Assets 2015: $709,555,456Liabilities 2015: $28,927,435Net Assets 2015: $680,628,0212015Assets 2016: $691,108,828Liabilities 2016: $27,523,570Net Assets 2016: $663,585,2582016Assets 2017: $750,596,771Liabilities 2017: $28,594,421Net Assets 2017: $722,002,3502017Assets 2018: $806,248,130Liabilities 2018: $29,058,763Net Assets 2018: $777,189,3672018Assets 2019: $868,970,215Liabilities 2019: $30,063,852Net Assets 2019: $838,906,3632019Assets 2020: $868,886,184Liabilities 2020: $28,514,080Net Assets 2020: $840,372,1042020Assets 2021: $1,122,551,962Liabilities 2021: $35,724,609Net Assets 2021: $1,086,827,3532021Assets 2022: $1,102,294,415Liabilities 2022: $31,033,524Net Assets 2022: $1,071,260,8912022Assets 2023: $1,134,029,696Liabilities 2023: $33,715,967Net Assets 2023: $1,100,313,7292023Assets 2024: $1,294,159,126Liabilities 2024: $36,220,357Net Assets 2024: $1,257,938,7692024

Latest loaded filing

2024

Assets$1,294,159,126
Liabilities$36,220,357
Net Assets$1,257,938,769
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200M$150M$100M$50M$0-$50MExpenses 2010: $22,096,1592010Expenses 2011: $29,721,9742011Expenses 2012: $19,824,4822012Expenses 2013: $20,577,1932013Revenue 2014: $48,326,021Expenses 2014: $23,673,869Net Income 2014: $24,652,1522014Revenue 2015: $44,373,713Expenses 2015: $31,975,162Net Income 2015: $12,398,5512015Revenue 2016: $37,904,099Expenses 2016: $42,950,088Net Income 2016: -$5,045,9892016Revenue 2017: $96,448,406Expenses 2017: $38,169,638Net Income 2017: $58,278,7682017Revenue 2018: $83,416,784Expenses 2018: $31,349,921Net Income 2018: $52,066,8632018Revenue 2019: $83,490,525Expenses 2019: $41,566,200Net Income 2019: $41,924,3252019Revenue 2020: $88,636,871Expenses 2020: $49,308,062Net Income 2020: $39,328,8092020Revenue 2021: $79,373,462Expenses 2021: $39,031,296Net Income 2021: $40,342,1662021Revenue 2022: $100,704,101Expenses 2022: $42,267,429Net Income 2022: $58,436,6722022Revenue 2023: $41,051,162Expenses 2023: $52,596,974Net Income 2023: -$11,545,8122023Revenue 2024: $161,638,025Expenses 2024: $72,625,450Net Income 2024: $89,012,5752024

Latest loaded filing

2024

Revenue$161,638,025
Expenses$72,625,450
Net Income$89,012,575
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v8.0
Mission and Program Overview

Mission

To aid, strengthen and expand, in every proper and useful way, the work of the college of william & mary in virginia, a public university.

Filing and Contact Details

Filer

Filer Name
William & Mary Foundation
EIN
54-0734117
Phone
7572211906
Address
5300 DISCOVERY PARK BLVD 3rd FLOOR, WILLIAMSBURG, VA 23188-2695

Signing Officer

Name
Matthew T Lambert
Title
Chief Executive Officer
Signed
2025-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Crowe Llp
Address
401 East Las Olas Blvd Suite 1100, Fort Lauderdale, FL 33301-4230
Preparer
Brittney Kocaj
Phone
9542028600
Raw XML Appendix130 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.

Path#Value
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IRS990T/BackupWithholdingAmt05261
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Michelle Bernal
IRS990T/BooksInCareOfDetail/PhoneNum07572211906
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt05300 Discovery Park Boulevard
IRS990T/BooksInCareOfDetail/USAddress/CityNm0Williamsburg
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0231882695
IRS990T/BookValueAssetsEOYAmt01294159126
IRS990T/CharitableContributionsDedAmt00
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IRS990T/ForeignAccountsQuestionInd0false
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IRS990TScheduleA/PurchasesAmt00
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IRS990TScheduleA/TaxesAndLicensesAmt00
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IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT ACTIVITIES
IRS990TScheduleA/UBIBeforeNOLDedAmt00
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt00
IRS990T/SpecificDeductionAmt00
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt00
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IRS990T/TotalPaymentsAmt05261
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IRS990T/TotalUBTIBeforeSection199AAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW T LAMBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF EXECUTIVE OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0William & Mary Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0540734117
ReturnHeader/Filer/PhoneNum07572211906
ReturnHeader/Filer/USAddress/AddressLine1Txt05300 DISCOVERY PARK BLVD 3rd FLOOR
ReturnHeader/Filer/USAddress/CityNm0WILLIAMSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 East Las Olas Blvd Suite 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Fort Lauderdale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0333014230
ReturnHeader/PreparerPersonGrp/PhoneNum09542028600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRITTNEY KOCAJ
ReturnHeader/ReturnTs02025-05-14T15:47:53+00:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,294$36.2$1,258$162$72.6$89.0
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Detailed filing. Detailed filing data is available for this year.$1,134$33.7$1,100$41.1$52.6$11.5
2022Detailed filing. Detailed filing data is available for this year.$1,102$31.0$1,071$101$42.3$58.4
2021Detailed filing. Detailed filing data is available for this year.$1,123$35.7$1,087$79.4$39.0$40.3
2020Detailed filing. Detailed filing data is available for this year.$869$28.5$840$88.6$49.3$39.3
2019Detailed filing. Detailed filing data is available for this year.$869$30.1$839$83.5$41.6$41.9
2018Detailed filing. Detailed filing data is available for this year.$806$29.1$777$83.4$31.3$52.1
2017Detailed filing. Detailed filing data is available for this year.$751$28.6$722$96.4$38.2$58.3
2016Detailed filing. Detailed filing data is available for this year.$691$27.5$664$37.9$43.0$5.05
2015Detailed filing. Detailed filing data is available for this year.$710$28.9$681$44.4$32.0$12.4
2014Detailed filing. Detailed filing data is available for this year.$708$29.9$678$48.3$23.7$24.7
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$629$28.2$601$20.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$544$27.8$516$19.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$530$27.7$502$29.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$466$27.4$438$22.1