William & Mary Foundation's network
40 peopleExplore in 3DiThe large node is William & Mary Foundation. The map shows the people and organisations in the public record, two steps out at most. Hover a node to focus its connections; click one to open it.Officers and directors
40 listediThe register holds no board history for this organisation, so this is the roster from its newest return: Form 990 Part VII, year to 30 June 2025 (IRS e-file, 2026 release). Titles are as filed; the IRS publishes no person identifier.| Name | Title as filed | Hours a week | Pay from the organisation |
|---|---|---|---|
| F Brian Hiestand | Chief Investment Officer, 1693 Partners Fund | 10 | $664k |
| Catherine Mountjoy | Chief Operating Officer, 1693 Partners Fund | 5 | $427k |
| Matthew T Lambert | Chief Executive Officer | 30 | $332k |
| Bruce G Aird | Chief Financial Officer and Treasurer | 30 | $151k |
| Julie S Leach | Executive Director | 32 | $112k |
| Darpan S Kapadia | Trustee/Vice Chairperson for Development Strategy | 1 | |
| Elizabeth Cabell Jennings | Trustee/Vice Chairperson for Investments | 1 | |
| Janet R Atwater | Trustee/Chairperson of the Board | 1 | |
| Teri Dale Dungan | Trustee/Secretary | 1 | |
| A Clayton Perfall | Trustee | 1 | |
| Andrew W Horrocks | Trustee | 1 | |
| Chet M Thaker | Trustee | 1 | |
| Christine Marie Villa | Trustee | 1 | |
| Clifford B Fleet III | Trustee (Term Ended 10/24) | 1 | |
| Darcy Curran | Trustee (Term Began 10/24) | 1 | |
| David N Kelley | Trustee | 1 | |
| David R Covin | Trustee | 1 | |
| Dawn M Aaron | Trustee (Term Ended 10/24) | 1 | |
| Dr Stephen S Tang | Trustee | 1 | |
| Eugene P Foley Jr | Trustee | 1 | |
| Frances C Engoron | Trustee | 1 | |
| Hilary Grant Dixon | Trustee | 1 | |
| Hylah B Ballowe | Trustee | 1 | |
| J Scott Perkins | Trustee (Term Ended 10/24) | 1 | |
| James E Mallory | Trustee | 1 | |
| Jane Church Horvath | Trustee | 1 | |
| Jennifer T Mackesy | Trustee/Voting Ex-Officio | 1 | |
| Jill Marie Lord | Trustee | 1 | |
| Jody W Forsyth | Trustee (Term Ended 10/24) | 1 | |
| Karla Munden | Trustee | 1 | |
| Katherine A Rowe | Trustee/ Voting Ex-Officio | 1 | |
| Louis Gerard Dudney | Trustee | 1 | |
| Maisie K O'flanagan | Trustee (Term Began 10/24) | 1 | |
| Mashea M Ashton | Trustee | 1 | |
| Michael C Sapnar | Trustee | 1 | |
| Pamela Jordan Penny | Trustee | 1 | |
| Penelope H Meredith | Trustee (Term Ended 10/24) | 1 | |
| Raelene C Wagoner | Trustee | 1 | |
| Shelley B Goode | Trustee (Term Ended 10/24) | 1 | |
| Sue Hanna Gerdelman | Trustee | 1 |
Colorado roster
11 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20263016196). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.| Name | Title as filed |
|---|---|
| Brian Hiestand | CIO |
| Bruce Aird | |
| Matthew Lambert | CEO |
| Catherine Mountjoy | COO |
| Darpan Kapadia | Vice Chairperson |
| Janet Atwater | Chairperson of the Board |
| Julie Leach | Executive Director |
| Elizabeth Jennings | Vice Chairperson for Investments |
| Bruce Aird | CFO |
| Matthew T. Lambert | CEO |
| Stratton Christopher | Authorized Officer |
About
- Legal name
- William & Mary Foundation
- EIN
- 540734117
- Address
- 5300 Discovery Park Blvd 3rd Floor, Williamsburg, VA, 23188-2695
- State
- Virginia
- Mission
- The William & Mary Foundation advances the university's highest aspirations by securing private support, guiding a multi-asset investment portfolio, and offering strategic leadership. In this work, we propel the university toward national preeminence and help shape a future worthy of its history. (as filed on the Form 990)
- Activity (NTEE)
- B11 Education
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Education
- Size band
- 9 (IRS master file code)
- IRS ruling date
- 1 May 1940
- Status
- Code 01 (unconditional exemption)
- IRS Publication 78
- PC (contributions deductible)
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $1.46bn
- Net assets or fund balances
- $1.42bn
- Employees
- 0
State registration
1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.William & Mary Foundation likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Colorado Secretary of State (CDOS), business entities (data.colorado.gov 4ykn-tg5h). Licence: public domain. Data last fetched 18 October 2026.
- State
- Colorado
- Entity type
- nonprofit corporation
- Status
- Good Standing
- Formed
- 8 May 2026
- Registered agent
- Cogency Global Inc. (city and state not held)
This register does not publish officers or directors.