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
1
+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
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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