TO RECEIVE, HOLD, INVEST, ADMINISTER AND DISTRIBUTE FUNDS AND PROPERTY OF ALL KINDS, EXCLUSIVELY IN FURTHERANCE OF THE EDUCATIONAL ACTIVITIES AND OBJECTIVES OF THE UNIVERSITY OF MARY WASHINGTON.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$133.3M
-1.6% YoY
Annual Giving
$4.2M
+19.0% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$2.1M
+19.0% YoY
About University of Mary Washington Foundation
Based on IRS filings
University of Mary Washington Foundation is a nonprofit organization focused on Education, based in FREDERICKSBURG, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $133.3M in total assets. In 2024, it awarded 2 grants totaling $4.2M. Net investment income was $23.0M.
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 | $133,326,315 | $135,496,119 | $108,466,422 |
| Revenue | $28,903,550 | $42,619,007 | $10,995,561 |
| Expenses | $8,584,087 | $7,188,239 | $7,573,385 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $22,999,111 | $1,740,576 | $1,600,393 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
10 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT BARRY ESQ | CHAIR | 0.3 | — |
| PATRICIA KEMP | VICE-CHAIR | 0.1 | — |
| ANN STEEN | SECRETARY | 0.3 | — |
| SUE BRIDI | TREASURER | 0.3 | — |
| EDWARD ALLISON JR | IMMEDIATE PAST CHAIR | 0.1 | — |
| KATIE TURCOTTE | EXECUTIVE DIRECTOR | 6 | — |
| ABAS ADENAN | DIRECTOR | 0.1 | — |
| ROSS BIERKAN | DIRECTOR | 0.1 | — |
| JOHN BOWMAN | DIRECTOR | 0.1 | — |
| MIKHAEL CHARNOFF | DIRECTOR | 0.1 | — |
| DAN CLENDENIN | DIRECTOR | 0.1 | — |
| DEVON CUSHMAN | DIRECTOR | 0.1 | — |
| JANEL DONOHUE | DIRECTOR | 0.1 | — |
| DORI EGLEVSKY | DIRECTOR | 0.1 | — |
| CRAIG ERWIN | DIRECTOR | 0.1 | — |
| JUSTIN GERBEREUX | DIRECTOR | 0.1 | — |
| DONNA GLADIS | DIRECTOR | 0.1 | — |
| MICHAEL JOHNSON | DIRECTOR | 0.1 | — |
| LOUIS MARMO | DIRECTOR | 0.1 | — |
| JUDGE KERWIN MILLER SR | DIRECTOR | 0.1 | — |
| DON NEWLIN | DIRECTOR | 0.1 | — |
| DR TROY PAINO | DIRECTOR | 0.1 | — |
| VICKI RAVENEL | DIRECTOR | 0.1 | — |
| JAMES REVERE | DIRECTOR | 0.1 | — |
| XAVIER RICHARDSON | DIRECTOR | 0.1 | — |
| SARAH STRASSHEIM | DIRECTOR | 0.1 | — |
| LESLIE TILGHMAN | DIRECTOR | 0.1 | — |
| KOURTNEY WHITEHEAD | DIRECTOR | 0.1 | — |
| ROB WHITT III | DIRECTOR | 0.1 | — |
| VICKY WILDER | DIRECTOR | 0.1 | — |
| JEFF W ROUNTREE | CEO | 65 | $268,252 |
| GREGORY A BRANNER | CFO/TREASURER TO 10/2023 | 60 | $142,312 |
| SHANNON WILLIAMS | CONTROLLER | 55 | $113,734 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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