About
Invest endowment assets supporting william & MARY and its affilated organizations.
In care of William D Copan JR
Donations are tax-deductible
Financial Snapshot
FY ending 2023-06-30Financial history
2223
RevenueExpenses
Latest FY2023: $123.9M
Foreign activity (Schedule F)
Total spent abroad$177.6M
Foreign employees0
Foreign offices0
Foreign partnership interestYes
Foreign trust interestNo
| Region | Activity | Spent |
|---|
| Central America and the Caribbean | — | — |
| East Asia and the Pacific | — | — |
| Europe (Including Iceland and Greenland) | — | — |
| South Asia | — | — |
| North America (Canada & Mexico only) | — | — |
| South America | — | — |
| Middle East and North Africa | — | — |
Address
5300 Discovery Park BLVD 3RD Floor
Williamsburg, VA, 23188-269
Governance
Voting board members12
Independent members12
Conflict-of-interest policyYes
Whistleblower policyYes
Doc-retention policyYes
Audit committeeYes
990 reviewed by boardYes
Compensation practices
Severance paymentsNo
Equity-based compNo
Supplemental retirement planNo
Initial contract exceptionNo
Financial detail (Schedule D)
Board-designated %0.0%
Permanent endowment %100.0%
Endowment held by related orgNo
Public records
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