1693 Partners Fund
- Assets
- $943.1m
- Revenue
- $38.7m
- Investments
- $0.0
- Employees
- 0
- Location
- Williamsburg, VA
- Founding
- Data as of
- 06/2021
- EIN
- 84-3505125
Organization Overview
1693 Partners Fund is located in Williamsburg, VA. According to its NTEE Classification (B11) the organization is classified as: Single Organization Support, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. 1693 Partners Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
INVEST ENDOWMENT ASSETS SUPPORTING THE COLLEGE OF WILLIAM & MARY AND ITS AFFILATED ORGANIZATIONS.
Describe the Organization's Program Activity:
INVEST ENDOWMENT ASSETS SUPPORTING THE COLLEGE OF WILLIAM & MARY AND ITS AFFILIATED ORGANIZATIONS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Name Not Listed Trustee | Trustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
1693 Management Company Llc Professional Services | 6/29/21 | $1,242,684 |
Shapiro Capital Management Professional Services | 6/29/21 | $185,457 |
William Blair & Company Llc Professional Services | 6/29/21 | $173,216 |
Vulcan Value Partners Llc Professional Services | 6/29/21 | $116,788 |
View All Vendors
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $5,753,308 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $32,952,764 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $38,706,072 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $686,871 |
| Fees for services: Legal | $17,645 |
| Fees for services: Accounting | $69,148 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $1,242,684 |
| Fees for services: Other | $222,143 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $2,389,794 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $113,277 |
| Savings and temporary cash investments | $31,929,978 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $2,824,802 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $272,477,868 |
| Investments—other securities | $0 |
| Investments—program-related | $635,789,154 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $943,135,079 |
| Accounts payable and accrued expenses | $459,749 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $459,749 |
| Net assets without donor restrictions | $942,675,330 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $943,135,079 |
Endowment Analysis
| Earnings | $100,191,848 |
| Net Contributions | $844,798,135 |
| Other Expense | $2,314,653 |
| Ending Balance | $942,675,330 |