1693 Partners Fund

EIN: 843505125 501(c)(3) Education

Williamsburg, VA

Total Revenue
$156,427,454
Total Expenses
$61,188,386
Total Assets
$1,215,423,011
Net Assets
$1,215,271,901
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
VA
Phone
7572211906
Tax Period
2024-07-01 to 2025-06-30

1693 Partners Fund, founded in 2019, is a mid-sized nonprofit in the Education sector that reported $38.7M in total revenue in fiscal year 2020. The organization ran a surplus of $36.3M, a strong 94% operating margin.

Mission

INVEST ENDOWMENT ASSETS SUPPORTING WILLIAM & MARY AND ITS AFFILATED ORGANIZATIONS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $54,028,432
Investment Income $102,399,022
Other Revenue $0
TOTAL REVENUE $156,427,454

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $61,188,386
Other Expenses $61,188,386
TOTAL EXPENSES $61,188,386

Year-over-Year Comparison

2024 2023 Change
Revenue $156,427,454 $50,306,271 +2.1%
Expenses $61,188,386 $56,977,597 +0.1%
Net Income $95,239,068 $-6,671,326 -15.3%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
12
Independent Members
12
Employees
N/A
Volunteers
15

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$1,212,220
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ELIZABETH CABELL JENNINGS CHAIR/TRUSTEE 1.0
Officer Director
$0 $0 $0
JAMES E MALLORY VICE CHAIR/TRUSTEE 1.0
Officer Director
$0 $0 $0
A Clayton Perfall TRUSTEE 1.0
Director
$0 $0 $0
ANDREW W HORROCKS TRUSTEE 1.0
Director
$0 $0 $0
DARPAN SUBHASH KAPADIA TRUSTEE 1.0
Director
$0 $0 $0
DAVID R COVIN TRUSTEE 1.0
Director
$0 $0 $0
EUGENE P FOLEY TRUSTEE 1.0
Director
$0 $0 $0
J SCOTT PERKINS TRUSTEE (TERM ENDED 10/24) 1.0
Director
$0 $0 $0
JANET R ATWATER TRUSTEE 1.0
Director
$0 $0 $0
JODY W FORSYTH TRUSTEE (TERM ENDED 10/24) 1.0
Director
$0 $0 $0
JOH HYMAN TRUSTEE (TERM BEGAN 10/24) 1.0
Director
$0 $0 $0
JOHN COLE SCOTT TRUSTEE (TERM BEGAN 10/24) 1.0
Director
$0 $0 $0
John Fernando TRUSTEE 1.0
Director
$0 $0 $0
KARIM HK AHAMED TRUSTEE (TERM ENDED 10/24) 1.0
Director
$0 $0 $0
MICHAEL C PETTERS TRUSTEE 1.0
Director
$0 $0 $0
CATHERINE MOUNTJOY CHIEF OPERATING OFFICER 40.0
Officer
$0 $50,198 $477,448
F BRIAN HIESTAND CHIEF INVESTMENT OFFICER 40.0
Officer
$0 $70,740 $734,772
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $156,427,454 $61,188,386 $1,215,423,011 $95,239,068
2024 $50,306,271 $56,977,597 $1,095,224,673 $-6,671,326
2023 $123,902,760 $46,682,305 $1,031,265,618 $77,220,455
2022 $103,998,144 $39,414,052 $899,776,773 $64,584,092
2021 $38,706,072 $2,389,794 $943,135,079 $36,316,278
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