Civic Intelligence

1693 Partners Fund

990 • Fiscal year 2022 • EIN 84-3505125

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

Organization ProfileNONE
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

3rd percentile

0.00x

Higher debt load relative to assets than 3% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Liabilities / Revenue

3rd percentile

0.01x

Higher debt load relative to revenue than 3% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Net Margin

95th percentile

62%

Higher net margin than 95% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Top Officer Pay

34th percentile

$550,874

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Asset Growth

44th percentile

-4.6%

Faster asset growth than 44% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Revenue Growth

97th percentile

169%

Faster revenue growth than 97% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Down

$899,776,773

Down $43,358,306 (-4.6%) from 2021

Net Assets

Down

$898,846,341

Down $43,828,989 (-4.6%) from 2021

Liabilities

Up

$930,432

Up $470,683 (+102%) from 2021

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin95th percentile

Revenue

Up

$103,998,144

Up $65,292,072 (+169%) from 2021

Expenses

Up

$39,414,052

Up $37,024,258 (+1549%) from 2021

Net Income

Up

$64,584,092

Up $28,267,814 (+78%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$1.5B$1.0B$500M$0Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $943,135,079Liabilities 2021: $459,749Net Assets 2021: $942,675,3302021Assets 2022: $899,776,773Liabilities 2022: $930,432Net Assets 2022: $898,846,3412022Assets 2023: $1,031,265,618Liabilities 2023: $2,051,341Net Assets 2023: $1,029,214,2772023Assets 2024: $1,095,224,673Liabilities 2024: $1,538,082Net Assets 2024: $1,093,686,5912024

Highlighted filing

2022

Assets$899,776,773
Liabilities$930,432
Net Assets$898,846,341
Open 2022 Filing

Operations Trend

Revenue Growth97th percentile

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

$150M$100M$50M$0-$50MRevenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $38,706,072Expenses 2021: $2,389,794Net Income 2021: $36,316,2782021Revenue 2022: $103,998,144Expenses 2022: $39,414,052Net Income 2022: $64,584,0922022Revenue 2023: $123,902,760Expenses 2023: $46,682,305Net Income 2023: $77,220,4552023Revenue 2024: $50,306,271Expenses 2024: $56,977,597Net Income 2024: -$6,671,3262024

Highlighted filing

2022

Revenue$103,998,144
Expenses$39,414,052
Net Income$64,584,092
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.2
Gross Receipts
$207,038,949
Mission and Program Overview

Mission

Invest endowment assets supporting william & mary and its affilated organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$635,789,154$613,738,143▼ $22,051,011
Investments in Publicly Traded Securities$272,477,868$234,585,613▼ $37,892,255
Savings and Temporary Cash Investments$31,929,978$48,303,870▲ $16,373,892
Accounts Receivable$2,824,802$2,517,750▼ $307,052
Cash and Non-Interest-Bearing Accounts$113,277$631,397▲ $518,120
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$943,135,079$899,776,773▼ $43,358,306
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$459,749$930,432▲ $470,683
Other Liabilities$0$0→ $0
Total Liabilities$459,749$930,432▲ $470,683
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$942,675,330$898,846,341▼ $43,828,989
Total Net Assets Fund Balance$942,675,330$898,846,341▼ $43,828,989
Total Liabilities and Net Assets / Fund Balance$943,135,079$899,776,773▼ $43,358,306

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$684,185--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$942,675,330$26,199,258▼ $30,736,319$33,630,693$898,846,341
2020$0$861,829,700▲ $100,191,848$17,031,565$942,675,330
2019$0---$0
2018$0---$0
2017$0---$0
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleOtherTotal
-Secretary/treasurer$107,083$107,083

Board Members and Trustees

NameTitle
-Chair/trustee
-Vice Chair/trustee
-Director of Investments
-Trustee
-Trustee (term Began October 8, 2021)
-Trustee (term Ended October 8, 2021)
-Chief Investment Officer
-Chief Operating Officer/assistant Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
1693 Management Company LLCProfessional Services5300 Discovery Park, Boulevard, Williamsburg, VA 23188-2695$2,501,759
William Blair & Company LLCProfessional Services150 North, Riverside Plaza, Chicago, IL 60606$356,465
Vulcan Value Partners LLCProfessional ServicesThree Protective CTR 2801 HWY, 280 South Suite 300, Birmingham, AL 35223$258,752
Deloitte & Touche LLPAccounting Services4022 Sells Drive, Hermitage, TN 37076-2903$157,427
Deloitte Tax LLPTax Services4022 Sells Drive, Hermitage, TN 37076-2903$107,145
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$26,170,964
Investment Income
$77,827,180
Other Revenue
$0
Change in Net Assets
$64,584,092

Audited Revenue Reconciliation

Revenue per Audited Statements
$77,827,180
Revenue Not Reported on Financial Statements
$26,170,964
Revenue Not Reported on Form 990
$-108,563,499
Other Revenue Adjustments
$26,170,964
Total Revenue per Audited Statements
$-30,736,319
Total Revenue per Form 990
$103,998,144
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39,414,052
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$4,050,521--$4,050,521
Other Expenses$888,950--$888,950
Fees for Services Accounting$308,163--$308,163
Fees for Services Other$298,531$0$0$298,531
Fees for Services Legal$34,965--$34,965
Total Functional Expenses$39,414,052$0$0$39,414,052

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$39,414,052
Expenses Not Reported on Financial Statements$33,752,817
Other Expense Adjustments$33,752,817
Expenses per Audited Statements$5,661,235
Total Expenses per Audited Statements$5,661,235
Expenses Not Reported on Form 990$0
International Activity

International Summary

Offices
0
Employees
0
Spending
$155,088,656

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 and the CaribbeanInvestments-00$97,293,853
Europe (Including Iceland and Greenland)Investments-00$47,379,960
East Asia and the PacificInvestments-00$4,494,912
North America (Canada & Mexico only)Investments-00$3,360,476
South AsiaInvestments-00$2,260,639
South AmericaInvestments-00$298,816
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 6 Classes of members or stockholders

“The Members of the Fund are composed of the William & Mary Foundation (the "W&M Foundation"), Marshall-Wythe School of Law Foundation, William & Mary Business School Foundation and Murray 1693 Scholars Foundation, each of which is qualified as a tax-exempt organization under Section 501(c)(3) of the IRC. The member organizations (with the exception of the Murray 1693 Scholarship Foundation) appoint the Board of Trustees of the Fund for a three year term of service. A majority of the Trustees are appointed by W&M Foundation. Assets upon dissolution of the Fund are distributed to the members in proportion to their respective depository account balances and any remaining property is distributed equally among the members or such other tax-exempt organizations under Section 501(c)(3) of the IRC as determined by the Board.”

Form 990, Part VI, Line 7A Members or stockholders electing members of governing body

“The Members of the Fund are composed of the William & Mary Foundation (the "W&M Foundation"), Marshall-Wythe School of Law Foundation, William & Mary Business School Foundation and Murray 1693 Scholars Foundation, each of which is qualified as a tax-exempt organization under Section 501(c)(3) of the IRC. The member organizations (with the exception of the Murray 1693 Scholarship Foundation) appoint the Board of Trustees of the Fund for a three year term of service. A majority of the Trustees are appointed by W&M Foundation”

Form 990, Part VI, Line 11B Review of form 990 by governing body

“The fund provided a copy of form 990 to the governing body before it was filed. Prior to filing form 990, the chief investment officer and chief operating officer review a draft of the form. The chief investment officer and chief operating officer review the final version prior to signing.”

Form 990, Part VI, Line 12C Conflict of interest policy

“Annual disclosures are reviewed for possible conflicts, which are addressed in the manner outlined in the conflict of interest policy. Matters raised either prior to or during a meeting of the board or any committee are addressed at that time. The policy covers board members and key staff members. Voting board members are restricted from voting on matters in which they may have a conflict, and are excused from meetings when a vote is taken. Determination of whether a conflict exists is made at the committee or board level, based on authority to take action.”

Form 990, Part VI, Line 19 Required documents available to the public

“The separate, independent financial statements of the fund are made available upon request. The organization's consolidated financial statements are made available to the public upon request and on the william & mary foundation website. The conflict of interest policy and governing documents are generally not available to the public.”

Part VI, Section B, Line 15 and Part V, Line 1B Process for Determining Compensation

“The organization does not have any employees of record. All work is performed by employees of william & mary (the university). The university is reimbursed for all or part of salary and benefit costs. Compensation is generally established within the guidelines of the university, including comparable market data as appropriate. Compensation listed for the director of investments represents pay as a key employee. Compensation for the chief investment officer is determined in part by the board of managers of the 1693 management company llc (the investment manager of the fund - a wholly owned subsidiary of the w&m foundation), which considered a survey of compensation of individuals in similar positions at similar organizations.”

Filing and Contact Details

Filer

Filer Name
1693 Partners Fund
EIN
84-3505125
Phone
7572211906
Address
5300 Discovery Park Blvd 3RD FLOOR, Williamsburg, VA 23188-2695

Signing Officer

Name
F Brian Hiestand
Title
Chief Investment Officer
Signed
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
2019
Legal Domicile
Va
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
13

Preparer

Firm
Crowe Llp
Address
401 East Las Olas Blvd Suite 1100, Fort Lauderdale, FL 33301-4230
Preparer
Brittney Kocaj
Phone
9542028600
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9 Other changes in net assets or fund balances

“Transfer from wamit - 28294;”

Financial Statement Notes

Schedule D, Part V, Line 4 Intended uses of endowment funds

“The 1693 partners fund is a pooled vehicle to invest the endowment assets supporting william & mary and its affiliated organizations.”

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

“On April 20, 2020, the Internal Revenue Service determined that the Fund was exempt from federal income tax on income derived from activities related to its exempt purpose under Internal Revenue Code ("IRC") Section 501(c)(3). Additionally, the Fund is classified as a public charity under IRC Section 509(a)(3). However, the Fund may incur federal and state income taxes on unrelated business income. No provision for income taxes was required for the fiscal years ended June 30, 2022 and 2021. The Fund follows the provisions of FASB ASC Topic 740, Income Taxes ("ASC 740"), related to accounting for uncertainty in income taxes. ASC 740 prescribes the minimum recognition threshold a tax position must meet in connection with accounting for uncertainties in income tax positions taken or expected to be taken by an entity before being measured and recognized in the financial statements. ASC 740 requires the evaluation of tax positions that are "more-likely-than-not" of being sustained by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold would be recorded as a tax expense in the current year. Management has analyzed the tax positions taken by the Fund and has concluded that, as of June 30, 2022 and 2021, there are no uncertain tax positions taken or expected to be taken that would require recognition or disclosure in the financial statements. As of June 30, 2021, the Fund had net operating losses available for carryforward in the amount of $460 as a result of unrelated business taxable income ("UBTI") resulting from its partnership investments. UBTI is taxed at the prevailing corporate tax rate. Due to the uncertainty about whether these losses will result in a tax asset, no tax asset is recorded in the financial statements. Net operating losses arising in tax years ending after December 31, 2017 have an indefinite carryforward period. Additionally, losses arising in tax years beginning after December 31, 2017 are limited to 80% of taxable income in the year deducted. The filing deadline for the June 30, 2022 return is May 15, 2023. The Fund may be subject to routine audits by taxing jurisdictions. The fiscal years ended June 30, 2022 and 2021 are open to examination.”

Schedule D, Part XI, Line 2(D) Other revenues in audited financial statements not in form 990

“Foreign taxes withheld - -122124”

Schedule D, Part XI, Line 4(B) Other revenues in form 990 not in audited financial statements

“Member contributions - 26170964”

Schedule D, Part XII, Line 4(B) Other expenses in form 990 not in audited financial statements

“FOREIGN TAXES WITHHELD - 122124 Member withdrawals - 33630693”

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IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt2ANDREW W HORROCKS
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IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt4DARPAN SUBHASH KAPADIA
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt5DAVID J JALLITS
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt6DAVID R COVIN
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt7J SCOTT PERKINS
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt8JAMES E MALLORY
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IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt10KEVIN M O'NEILL
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt11MICHAEL K POWELL
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt12PAUL R ECKERT
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IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE (TERM ENDED OCTOBER 8, 2021)
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE (TERM ENDED OCTOBER 8, 2021)
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$899,776,773
Liabilities
$930,432
Net assets
$898,846,341
Revenue
$103,998,144
Expenses
$39,414,052
Net income
$64,584,092
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,095$1.54$1,094$50.3$57.0$6.67
2023Detailed filing. Detailed filing data is available for this year.$1,031$2.05$1,029$124$46.7$77.2
2022Detailed filing. Detailed filing data is available for this year.$900$0.93$899$104$39.4$64.6
2021Detailed filing. Detailed filing data is available for this year.$943$0.46$943$38.7$2.39$36.3
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00