Lee Dorman-college of William & Mary Us

MILWAUKEE, WI EIN: 31-1222861

Lee Dorman-college of William & Mary Us is a private foundation focused on Education, based in MILWAUKEE, WI. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $314K in total assets. In 2024, it awarded 1 grants totaling $20K. Net investment income was $23K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$314K

+0.0% YoY

Annual Giving

$20K

-5.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$20K

-5.4% YoY

Under IRS private-foundation payout rules, Lee Dorman-college of William & Mary Us reported a distributable amount of $24K for 2024 — the minimum it must pay out in qualifying distributions.

About Lee Dorman-college of William & Mary Us

Based on IRS filings

Focus Areas

Education

Ready to take the next step with Lee Dorman-college of William & Mary Us?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Virginia $106K (100%)

States

Virginia

Cities

Williamsburg

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$313,809	$313,792	$310,057
Revenue	$28,898	$32,730	$17,079
Expenses	$28,880	$28,994	$32,619
Qualifying Distributions	$22,262	$23,359	$26,387
Net Investment Income	$22,876	$27,178	$11,159
Distributable Amount	$24,130	$22,216	$23,397

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include William & Mary Foundation ($20,009).

Recipient	Purpose	Amount
WILLIAM & MARY FOUNDATION WILLIAMSBURG, VA	GENERAL OPERATING	$20,009

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK NA	TRUSTEE	1	$6,535

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is Lee Dorman-college of William & Mary Us?

Lee Dorman-college of William & Mary Us is a private foundation focused on Education, based in MILWAUKEE, WI. It holds $314K in total assets as of 2024.

How large is Lee Dorman-college of William & Mary Us?

As of 2024, Lee Dorman-college of William & Mary Us holds $314K in total assets with $29K in annual revenue. It awarded 1 grants totaling $20K in 2024.

Where does Lee Dorman-college of William & Mary Us operate?

Lee Dorman-college of William & Mary Us has awarded grants in Virginia.

What size grants does Lee Dorman-college of William & Mary Us award?

In 2024, Lee Dorman-college of William & Mary Us awarded 1 grants totaling $20K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is Lee Dorman-college of William & Mary Us required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lee Dorman-college of William & Mary Us reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lee Dorman-college of William & Mary Us's EIN?

Lee Dorman-college of William & Mary Us's EIN (Employer Identification Number) is 31-1222861. IRS Form 990 filing data is available on this page for 2019–2024.