The mission of the alumni association is to cultivate a vibrant and inclusive alumni community committed to deepening connections with each other and william & mary for all time coming.
Key facts about The William & Mary Alumni Association
- EIN
- 54-6054289
- Latest 990 filing
- Form 990, 2025
- Total assets
- $21,778,100
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$21.8M
+7.6% YoY
Revenue
$4.0M
+137.6% YoY
Net Investment Income
$2.5M
+379.2% YoY
Expenses
$2.1M
+40.8% YoY
About The William & Mary Alumni Association
Based on IRS filings
The William & Mary Alumni Association is a public charity focused on Education, based in Williamsburg, VA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $21.8M in total assets. Net investment income was $2.5M.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2022, annual grant giving ranged from $2K (2022) to $15K (2019). In 2022 it reported $2K in grants paid, as a total without an itemized list.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
1 grant across all recorded years
The most common grant size was under $50K: 1 grant of 1 (100%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $21,778,100 | $20,242,950 | $18,584,705 |
| Revenue | $3,963,507 | $1,668,297 | $1,410,806 |
| Expenses | $2,065,576 | $1,467,002 | $1,695,236 |
| Net Investment Income | $2,459,671 | $513,339 | $156,183 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2019 (received by the IRS February 11, 2020)
- Updated Form 990 for fiscal year 2021 (received by the IRS February 16, 2022)
- Updated Form 990 for fiscal year 2022 (received by the IRS February 17, 2023)
- Added Form 990 for fiscal year 2025 (received by the IRS April 28, 2026)
Leadership & Key People
Officers and directors from IRS filings
The William & Mary Alumni Association is led by Matthew L. Brandon, Chief Executive Officer since 2024 (on filings since 2023); none of the 29 officers listed in 2025 report compensation.
Officers on the 2025 filing
Matthew L. Brandon
Chief Executive Officer
CEO → Chief Executive Officer, 2024
On filings since 2023
40 hrs/week
No compensation reported
Tina Reynolds Kenny
President
Secretary → Member, 2022
Member → President, 2024
On filings since 2019
6 hrs/week
No compensation reported
Kelly S. Holdcraft
Executive Director & Alumni Successor
Senior Director & Alumni Successor → Executive Director & Alumni Successor, 2025
On filings since 2024
40 hrs/week
No compensation reported
Valerie J. Cushman
Executive Director, Alumni Engagement & Inclusion
Senior Director & Alumni Engagement → Executive Director, Alumni Engagement & Inclusion, 2025
On filings since 2024
30 hrs/week
No compensation reported
Jessica Abbey R. Pemberton
Director of Budget & Finance
New on the 2025 filing
40 hrs/week
No compensation reported
Alice Grace Givens
Member
On filings since 2019
1 hr/week
No compensation reported
Gerald A. Jeutter Jr.
Member
On filings since 2019
1 hr/week
No compensation reported
John Cole Scott
Member
Member → Treasurer, 2022
Treasurer → Member, 2024
On filings since 2019
1 hr/week
No compensation reported
Natasha T. Moulton-Levy
Member
On filings since 2019
1 hr/week
No compensation reported
Barbara J. Marchbank
Member
On filings since 2021
1 hr/week
No compensation reported
Brian Jospeh Focarino
Vice President
Member → Vice President, 2024
On filings since 2021
2 hrs/week
No compensation reported
Fred W. Palmore III
Member
On filings since 2021
1 hr/week
No compensation reported
Jean Berger Estes
Member
On filings since 2021
1 hr/week
No compensation reported
Jean Marie Bentley
Member
On filings since 2021
1 hr/week
No compensation reported
Kirsten Shiroma Quackenbush
Secretary
Member → Secretary, 2024
On filings since 2021
2 hrs/week
No compensation reported
Willis Hayes Gee Jr.
Member
On filings since 2021
1 hr/week
No compensation reported
Hodan C. Seager
Member
On filings since 2022
1 hr/week
No compensation reported
James H. Ambrose
Member
On filings since 2022
1 hr/week
No compensation reported
Chase T. Jordan
Treasurer
On filings since 2024
2 hrs/week
No compensation reported
Grace A. Martini
Member
On filings since 2024
1 hr/week
No compensation reported
Harold G. Martin
Member
On filings since 2024
1 hr/week
No compensation reported
John D. Windt
Member
On filings since 2024
1 hr/week
No compensation reported
Kathleen S. Redding
Chief Operating Officer
On filings since 2024
40 hrs/week
No compensation reported
William R. Schermerhorn
Member
On filings since 2024
1 hr/week
No compensation reported
Aaron K. Mosby
Member
New on the 2025 filing
1 hr/week
No compensation reported
Barb Lee Ramsey
Member
New on the 2025 filing
1 hr/week
No compensation reported
Joann Adrales Ruh
Member
New on the 2025 filing
1 hr/week
No compensation reported
Laura P. Sheehan
Member
New on the 2025 filing
1 hr/week
No compensation reported
Milan K. Chakraborty
Member
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (26)
- Former: Anna Dinwiddie Hatfield (2019–2024) — Immediate Past President
- Former: George E. Cruser (2019–2024) — Member
- Former: Umesh Kumar Trikha (2021–2024) — Member
- Former: Glenmore Hines Harding (2022–2024) — Member
- Former: Christia V. Rey (2024) — Member
- Former: Carla S. Moreland (2019–2023) — Immediate Past President
- Former: D. Bruce Christian (2019–2023) — Member
- Former: David T. Scott (2019–2023) — Secretary
- Former: Janet McNulty Osborn (2019–2023) — Vice President
- Former: John S. Kane (2019–2023) — Managing Director for Operations
- Former: Marilyn W. Midyette (2019–2023) — CEO
- Former: Michael S. Hoak (2019–2023) — Member
- Former: Scott Kelsey (2019–2023) — Member
- Former: Todd W. Norris (2019–2023) — Member
- Former: Gail Borgatti Croall (2021–2023) — Member
- Former: Howard Busbee (2023) — Interim CEO
- Former: Megan B. Dorward (2019–2021) — Member
- Former: Annamaria Desalva (2019) — Member
- Former: Dennis Liberson (2019) — Member
- Former: Jewell Lim Esposito (2019) — Member
- Former: Kristen Quackenbush (2019) — Member
- Former: Mark J. Linaugh (2019) — Member
- Former: Pamela B. Michael (2019) — Member
- Former: Sophie Lee (2019) — Member
- Former: Susan P. Manix (2019) — President
- Former: William M. Richardson (2019) — Member
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about The William & Mary Alumni Association
How large is The William & Mary Alumni Association?
The William & Mary Alumni Association reported $21.8M in total assets on its 2025 IRS Form 990. Its revenue that year was $4.0M.
What is The William & Mary Alumni Association?
The William & Mary Alumni Association is a public charity focused on Education, based in Williamsburg, VA. It holds $21.8M in total assets as of 2025.
Where does The William & Mary Alumni Association operate?
The William & Mary Alumni Association has awarded grants in Virginia.
What is The William & Mary Alumni Association's EIN?
The William & Mary Alumni Association's EIN (Employer Identification Number) is 54-6054289. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching The William & Mary Alumni Association by hand.
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