Nonprofit screen
Screen a listWilliam & Mary Foundation
Can you give?
Listed with the IRS. Every screen came back clear.
A 501(c)(3) on Publication 78 and the IRS master file.
- IRS nonprofit listing
- No issue
- Revocation
- None
- IRS files
- Agree
- Sanctions
- No match
- IRS bulletin
- No notice
- California
- Registered
- Charity type
- 509(a)(1)
$191Mrevenue
FY2025 · +90% in 3 yrs8 of 8years filed
’18’19’20’21’22’23’24’25
Revenue and spendingRevenueSpendingDeficit
Against similar nonprofits FY2025
Operating margin64.9%
Months of reserve1.3mo
Revenue growth (annualized)+8.9%
Middle half of peersMedianWilliam & Mary
Where the money goes FY2025 · $67M spent
Programs$57M85%Management and general$2.4M4%Fundraising$7.5M11%990 FY2025 · Part IX line 25
Nothing to check in the filings
In its favor2
Strong governance
33 of 33 board members independent. Conflict-of-interest and whistleblower policies, audited financial statements, board reviews the 990.
990 Part VIGrowing faster than peers
Revenue up 9% a year since FY2017, in the top quarter of similar nonprofits.
990 Part I · peer cohort155funders
$12Ma year, last 3 years
37%from its largest funder
Funder’17’18’19’20’21’22’23Mackesy Family FoundationOn and off$10k$1.2M$2.2M$2.7MPetters Family FoundationEvery year since FY2017$250k$400k$1.4M$1.0M$1.0M$1.0M$1.0MThe Donald and Barbara Zucker Family FoundationNew in FY2023$2.0MCharles H Schepmoes TuwSince FY2018$183k$185k$186k$180k$216k$200kLettie Pate Whitehead Foundation IncSince FY2020$267k$267k$289k$309kKathryn B McQuade FoundationSince FY2020$125k$125k$125k$125kDonor-advised giftsDonors not disclosed$4.9M$3.5M$2.9M$5.9M$6.9M$6.5M$7.7M83 other fundersUp to $400k a year each$746k$909k$500k$605k$986k$580k$830k
FundedThrough a donor-advised fund