Nonprofit · EIN 54-1224563
WILLIAM & MARY LAW SCHOOL FOUNDATION
Tax-exempt · WILLIAMSBURG, VA 23187
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $9,647,991 | $6,403,341 | $3,244,650 | $74,983,091 | $627,998 | $74,355,093 |
| June 30, 2024 | 990 | $5,986,001 | $8,544,497 | -$2,558,496 | $70,226,006 | $685,365 | $69,540,641 |
| June 30, 2023 | 990 | $5,575,288 | $8,242,730 | -$2,667,442 | $67,806,943 | $147,105 | $67,659,838 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,400,577
- Program service revenue
- $37,525
- Investment income
- $6,209,889
- Net gain from sales of assets
- $5,214,758
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $2,065,868
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $2,533
- Accounting fees
- $50,348
- Occupancy
- $11,325
- Travel
- $184,824
- Program services (functional)
- $5,025,668
- Management and general (functional)
- $663,680
- Fundraising (functional)
- $713,993
Balance sheet and other
- Total assets, start of year
- $70,226,006
- Total assets, end of year
- $74,983,091
- Total liabilities, end of year
- $627,998
- Net assets, end of year
- $74,355,093
- Land, buildings and equipment
- $262,916
- Net assets without donor restrictions
- $12,682,126
- Net assets with donor restrictions
- $61,672,967
- Gross unrelated business income
- $1,428
- Gross receipts
- $9,647,991
- Employees
- 0
- Volunteers
- 27
- Year formed
- 1984
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VICTOR J MILLER | CHAIR Trustee or director, Officer | 2 | $0 |
| CATHERINE M MARRIOTT | VICE-CHAIR Trustee or director, Officer | 2 | $0 |
| JACOB A LUTZ III | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 |
| CARLA N ARCHIE | TRUSTEE Trustee or director | 0.5 | $0 |
| MARCIA E ASQUITH | TRUSTEE Trustee or director | 0.5 | $0 |
| SUSAN B COMPARATO | TRUSTEE Trustee or director | 0.5 | $0 |
| IAN R CONNER | TRUSTEE Trustee or director | 0.5 | $0 |
| STEPHEN P DIAMOND JR | TRUSTEE Trustee or director | 0.5 | $0 |
| PATRICK M DYSON | TRUSTEE Trustee or director | 0.5 | $0 |
| ANNE E BOMAR | TRUSTEE Trustee or director | 0.5 | $0 |
| JOHN C FERNANDO | TRUSTEE Trustee or director | 0.5 | $0 |
| LAUREN A FERRARI | TRUSTEE Trustee or director | 0.5 | $0 |
| L ALLISON GARDE | TRUSTEE Trustee or director | 0.5 | $0 |
| JAY B KENNEDY | TRUSTEE Trustee or director | 0.5 | $0 |
| KINDRA L KIRKEBY | TRUSTEE Trustee or director | 0.5 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JULIE P LAINE | TRUSTEE Trustee or director | 0.5 | $0 |
| ROBERT M MCDOWELL | TRUSTEE Trustee or director | 0.5 | $0 |
| NORA GARCIA NICKEL | TRUSTEE Trustee or director | 0.5 | $0 |
| CHARLES D PATTERSON III | TRUSTEE Trustee or director | 0.5 | $0 |
| JAMES A PENNEY | TRUSTEE Trustee or director | 0.5 | $0 |
| KATRYN W HAMBRICK | TRUSTEE Trustee or director | 0.5 | $0 |
| JIMMY F ROBINSON | TRUSTEE Trustee or director | 0.5 | $0 |
| HOWARD A KWON | TRUSTEE Trustee or director | 0.5 | $0 |
| KATEY HOWERTON | CEO, ASST SECRETARY/TREASURER Officer | 1 | $0 |
| DAN SCIANANDRE | CHIEF FINANCIAL OFFICER Officer | 1 | $0 |
| GEORGE PODOLIN | ASSISTANT TREASURER Officer | 1 | $0 |
| JAIME WELCH-DONAHUE | ASSISTANT TREASURER Officer | 1 | $0 |
990 for the year ended June 30, 2024: 26 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VICTOR J MILLER | CHAIR Trustee or director, Officer | 2 | $0 |
| CATHERINE M MARRIOTT | VICE-CHAIR Trustee or director, Officer | 2 | $0 |
| JACOB A LUTZ III | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 |
| CARLA N ARCHIE | TRUSTEE Trustee or director | 0.5 | $0 |
| MARCIA E ASQUITH | TRUSTEE Trustee or director | 0.5 | $0 |
| SUSAN B COMPARATO | TRUSTEE Trustee or director | 0.5 | $0 |
| IAN R CONNER | TRUSTEE Trustee or director | 0.5 | $0 |
| STEPHEN P DIAMOND JR | TRUSTEE Trustee or director | 0.5 | $0 |
| PATRICK M DYSON | TRUSTEE Trustee or director | 0.5 | $0 |
| PAUL R ECKERT | TRUSTEE Trustee or director | 0.5 | $0 |
| JOHN C FERNANDO | TRUSTEE Trustee or director | 0.5 | $0 |
| LAUREN A FERRARI | TRUSTEE Trustee or director | 0.5 | $0 |
| L ALLISON GARDE | TRUSTEE Trustee or director | 0.5 | $0 |
| JAY B KENNEDY | TRUSTEE Trustee or director | 0.5 | $0 |
| KINDRA L KIRKEBY | TRUSTEE Trustee or director | 0.5 | $0 |
| JULIE P LAINE | TRUSTEE Trustee or director | 0.5 | $0 |
| ROBERT M MCDOWELL | TRUSTEE Trustee or director | 0.5 | $0 |
| NORA GARCIA NICKEL | TRUSTEE Trustee or director | 0.5 | $0 |
| CHARLES D PATTERSON III | TRUSTEE Trustee or director | 0.5 | $0 |
| JAMES A PENNEY | TRUSTEE Trustee or director | 0.5 | $0 |
| ANITA OWINGS POSTON | TRUSTEE Trustee or director | 0.5 | $0 |
| JIMMY F ROBINSON | TRUSTEE Trustee or director | 0.5 | $0 |
| KATEY HOWERTON | CEO, ASST SECRETARY/TREASURER Officer | 1 | $0 |
| DAN SCIANANDRE | CHIEF FINANCIAL OFFICER Officer | 1 | $0 |
| GEORGE PODOLIN | ASSISTANT TREASURER Officer | 1 | $0 |
| JAIME WELCH-DONAHUE | ASSISTANT TREASURER Officer | 1 | $0 |
990 for the year ended June 30, 2023: 28 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERRY E HALL | CHAIR Trustee or director, Officer | 2 | $0 |
| VICTOR J MILLER | VICE-CHAIR Trustee or director, Officer | 2 | $0 |
| CATHERINE M MARRIOTT | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 |
| CARLA N ARCHIE | TRUSTEE Trustee or director | 0.5 | $0 |
| MARCIA E ASQUITH | TRUSTEE Trustee or director | 0.5 | $0 |
| SUSAN B COMPARATO | TRUSTEE Trustee or director | 0.5 | $0 |
| STEPHEN P DIAMOND JR | TRUSTEE Trustee or director | 0.5 | $0 |
| PATRICK M DYSON | TRUSTEE Trustee or director | 0.5 | $0 |
| PAUL R ECKERT | TRUSTEE Trustee or director | 0.5 | $0 |
| ANN DAVIS FAIRCHILD | TRUSTEE Trustee or director | 0.5 | $0 |
| LAUREN A FERRARI | TRUSTEE Trustee or director | 0.5 | $0 |
| MARY ALLISON FRANCIS | TRUSTEE Trustee or director | 0.5 | $0 |
| KINDRA L KIRKEBY | TRUSTEE Trustee or director | 0.5 | $0 |
| JOYCE A KUHNS | TRUSTEE Trustee or director | 0.5 | $0 |
| JULIE P LAINE | TRUSTEE Trustee or director | 0.5 | $0 |
| JACOB A LUTZ | TRUSTEE Trustee or director | 0.5 | $0 |
| COURTNEY M MALVEAUX | TRUSTEE Trustee or director | 0.5 | $0 |
| NORA GARCIA NICKEL | TRUSTEE Trustee or director | 0.5 | $0 |
| CHARLES D PATTERSON III | TRUSTEE Trustee or director | 0.5 | $0 |
| JAMES A PENNEY | TRUSTEE Trustee or director | 0.5 | $0 |
| ANITA OWINGS POSTON | TRUSTEE Trustee or director | 0.5 | $0 |
| MARC E PURINTUN | TRUSTEE Trustee or director | 0.5 | $0 |
| JIMMY F ROBINSON | TRUSTEE Trustee or director | 0.5 | $0 |
| KATEY HOWERTON | ASSISTANT SECRETARY AND TR Officer | 1 | $0 |
| GEORGE PODOLIN | ASSISTANT TREASURER Officer | 1 | $0 |
| JAIME WELCH-DONAHUE | ASSISTANT TREASURER Officer | 1 | $0 |
| DAN SCIANANDRE | CHIEF FINANCIAL OFFICER Officer | 1 | $0 |
| KATEY HOWERTON | CHIEF EXECUTIVE OFFICER Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 8795, WILLIAMSBURG, VA 23187-8795
- In care of
- % SARAH KELLAM
- Principal officer (990 for 2024)
- DANIEL SCIANANDRE, PO BOX 8795, WILLIAMSBURG, VA 23187
- Signed the 990
- JAMES PENNEY, CHAIR OF THE AUDIT COMMITTEE
- Phone
- (757) 221-1514
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
Mission
TO SUPPORT THE WILLIAM & MARY LAW SCHOOL AT THE COLLEGE OF WILLIAM & MARY.
Program accomplishments
- ACADEMIC SUPPORT - KEY PROGRAMS LISTED BELOWCENTER FOR LEGAL AND COURTROOM TECHNOLOGY (CLCT): CLCT'S MISSION IS TO IMPROVE THE WORLD'S LEGAL SYSTEM THROUGH THE APPROPRIATE USE OF TECHNOLOGY. CLCT IS HEAVILY INVOLVED IN JUDICIAL AND LAWYER EDUCATION AND TRAINING (AV TECH CLASSES AND COURTROOM AFFILIATES PROGRAMS), PROVIDES COURTROOM DESIGN AND NEEDS ASSESSMENTS (CONSULTING AND COURTROOM AFFILIATES PROGRAMS), DOES RESEARCH FOR DISABLED ACCESS TO COURTROOMS (ACCESSIBLE COURTS INITIATIVE). CLCT SERVES THE LAW SCHOOL BY ASSIMILATING LAW STUDENTS INTO THE RESEARCH FUNCTION OF THE COURTROOM, BY TEACHING COURSES, AND BY SUPPORTING THE LEGAL SKILLS PROGRAM WITH TECHNOLOGICAL SUPPORT OF MOCK TRIALS REQUIRED AS A PART OF THE COURSEWORK.WILLIAM & MARY TAX CONFERENCE: PROVIDES CONTINUING EDUCATION CREDITS FOR ALUMNI AND OTHER LEGAL AND ACCOUNTING PROFESSIONALS FOR THE VIRGINIA AND NC BARS, AND FOR VIRGINIA BOARD OF ACCOUNTANCY. COURSE TOPICS ARE CHOSEN ANNUALLY, TO PARALLEL CHANGES IN REPORTING REQUIREMENTS, LEGAL REQUIREMENTS, AND THOSE NECESSITATED BY THE ECONOMY. THIS PROGRAM IS ADMINISTERED AND FACILITATED BY PROFESSORS AND STAFF OF THE LAW SCHOOL.INSTITUTE OF BILL OF RIGHTS LAW (IBRL): CENTER FOR STUDY OF CONSTITUTIONAL LAW. IBRL FOCUSES ON ENHANCING SCHOLARLY UNDERSTANDING OF THE BILL OF RIGHTS BY HOSTING RELATED PROGRAMS, LIKE THE SUPREME COURT PREVIEW. LAW STUDENTS AND PROFESSORS WORK TOGETHER TO RESEARCH CONSTITUTIONAL LEGAL ISSUES.OPERATING FUNDS AND OPTION BENEFITS: THE FOUNDATION SUBSIDIZES INITIATIVES THAT LAW SCHOOL FUNDS CANNOT SUPPORT. ALSO, THE FOUNDATION FUNDS PARTIAL PAYROLLS FOR INDIVIDUALS WHOSE JOB DESCRIPTIONS INCLUDE ADMINISTRATIVE DUTIES RELATED TO FOUNDATION ACTIVITY, SUCH AS INVESTMENT RECONCILIATIONS, PAYING FOUNDATION INVOICES, FINANCIAL REPORTING, ETC. ROUGHLY 65% OF THE ABOVE EXPENSES ARE RELATED TO PAYROLL.Expenses $840,492 · revenue $36,097
- INSTRUCTIONAL SUPPORT - KEY PROGRAMS ARE LISTED BELOW.FACULTY PDF'S: THE LAW SCHOOL SUPPORTS 35 FULL TIME PROFESSORS, INCLUDING THE DEAN & VICE DEAN. AS A PART OF THIS SUPPORT, WHEN FUNDING FROM THE COLLEGE IS INADEQUATE, THE LAW SCHOOL FOUNDATION PROVIDES SOME FUNDING FOR RESEARCH TRAVEL & MATERIALS, FOR TECHNOLOGICAL SUPPORT, FOR MEMBERSHIPS AND OTHER PROFESSIONAL DEVELOPMENT NEEDS AS DETERMINED BY THE DEAN AND THE VICE DEAN. THE LAW SCHOOL FOUNDATION ALSO PROVIDES SOME HOUSING AND TRAVEL FUNDING FOR VISITING PROFESSORS, AND SOME FUNDING FOR THE APPOINTMENTS PROCESS INCLUDING INTERVIEW EXPENSES AND MOVING AND RELOCATION EXPENSES, AS NEEDED.VETERANS BENEFITS CLINIC: OFFERS STUDENTS OPPORTUNITY TO ASSIST VETERANS WITH FILING CLAIMS FOR DISABILITY COMPENSATION WITH THE DEPT OF VETERANS AFFAIRS. UNDER ATTORNEY SUPERVISION, THEY INTERVIEW CLIENTS, ANALYZE RECORDS, COMMUNICATE WITH SERVICE PROVIDERS AND CRAFT STRATEGIES THAT SERVE THE CLIENTS INTEREST.Expenses $2,119,308
- PUBLIC SERVICE, SCHOLARSHIPS, FELLOWSHIPS AND STUDENT SERVICES EXPENSES.Expenses $2,065,868 · grants $2,065,868
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 54-1224563
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Organization supporting a government college or university
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1984
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B115)
- Assets (IRS master file)
- $74,983,091
- Income (IRS master file)
- $9,647,991
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $9,647,991 | $6,403,341 | $74,983,091 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $5,986,001 | $8,544,497 | $70,226,006 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $5,575,288 | $8,242,730 | $67,806,943 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $10,133,362 | $6,970,759 | $66,975,105 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-1224563).
Questions about WILLIAM & MARY LAW SCHOOL FOUNDATION
- What is the EIN of WILLIAM & MARY LAW SCHOOL FOUNDATION?
- The employer identification number (EIN) of WILLIAM & MARY LAW SCHOOL FOUNDATION is 54-1224563.
- Is WILLIAM & MARY LAW SCHOOL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to WILLIAM & MARY LAW SCHOOL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WILLIAM & MARY LAW SCHOOL FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of WILLIAM & MARY LAW SCHOOL FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM & MARY LAW SCHOOL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WILLIAM & MARY LAW SCHOOL FOUNDATION?
- The 990 for the year ended June 30, 2025 names DANIEL SCIANANDRE.
- Who are the officers and directors of WILLIAM & MARY LAW SCHOOL FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 27 people; 0 received compensation from the organization.
- How much revenue does WILLIAM & MARY LAW SCHOOL FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $9,647,991, expenses of $6,403,341 and total assets of $74,983,091 at year end.
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