<?xml version='1.0' encoding='UTF-8'?><ead xmlns="urn:isbn:1-931666-22-9" xmlns:xlink="http://www.w3.org/1999/xlink" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="urn:isbn:1-931666-22-9 https://www.loc.gov/ead/ead.xsd"><eadheader countryencoding="iso3166-1" dateencoding="iso8601" findaidstatus="in_progress" langencoding="iso639-2b" repositoryencoding="iso15511"><eadid countrycode="US" mainagencycode="US-viw">The-William-and-Mary-Foundation-records</eadid><filedesc><titlestmt><titleproper type="filing">William &amp; Mary Foundation records</titleproper><titleproper>The William and Mary Foundation records <num>UA 350</num></titleproper><author>William &amp; Mary Special Collections Research Center staff</author></titlestmt><publicationstmt><publisher>Special Collections Research Center</publisher><p id="logostmt"><extref xlink:actuate="onLoad" xlink:href="https://ead.lib.virginia.edu/vivaead/logos/wm.jpg" xlink:show="embed" xlink:type="simple"/></p><p><date>2023 February</date></p><address><addressline>William &amp; Mary Special Collections Research Center</addressline><addressline>Earl Gregg Swem Library</addressline><addressline>400 Landrum Dr</addressline><addressline>Williamsburg, Virginia</addressline><addressline>Business Number: 757-221-3090</addressline><addressline>spcoll@wm.edu</addressline><addressline>URL: <extptr xlink:href="https://libraries.wm.edu/libraries-spaces/special-collections" xlink:show="new" xlink:title="https://libraries.wm.edu/libraries-spaces/special-collections" xlink:type="simple"/></addressline></address></publicationstmt></filedesc><profiledesc><creation>This finding aid was produced using ArchivesSpace on <date>2025-05-15 13:21:34 -0400</date>.</creation><langusage>English</langusage><descrules>Describing Archives: A Content Standard</descrules></profiledesc></eadheader><archdesc level="collection">
  <did>
    <repository>
      <corpname>Special Collections Research Center</corpname>
    </repository>
    <unittitle>The William &amp; Mary Foundation records</unittitle>
    <origination label="Creator">
      <corpname rules="dacs" source="local">The College of William &amp; Mary Foundation (2006-)</corpname>
    </origination>
    <origination label="Creator">
      <corpname source="local">Development Office--Endowment Association</corpname>
    </origination>
    <unitid>UA 350</unitid>
    <unitid type="aspace_uri">/repositories/2/resources/9284</unitid>
    <physdesc altrender="whole">
      <extent altrender="materialtype spaceoccupied">32 Linear Feet</extent>
    </physdesc>
    <unitdate datechar="creation" normal="1970/2018" type="inclusive">1970-2018</unitdate>
    <langmaterial>
      <language langcode="eng">English</language>
    </langmaterial>
  </did>
  <userestrict id="aspace_f38d30b8027ee46e9ad18362c3582943">
    <head>Conditions Governing Use</head>
<p>Before publishing quotations or excerpts from any materials, permission must be obtained from the Curator of Manuscripts and Rare Books, and the holder of the copyright, if not Swem Library.</p>  </userestrict>
  <accessrestrict id="aspace_33a8e3fdde9a1e58a0d3439d227838f6">
    <head>Conditions Governing Access</head>
<p>Collection is open to all researchers. Manuscript collections and archival records may contain materials with sensitive or confidential information that is protected under federal or state right to privacy laws and regulations, such as the Virginia Public Records Act (Code of Virginia. § 42.1-76-91); and the Virginia Freedom of Information Act (Code of Virginia § 2.2-3705.5). Confidential material may include, but is not limited to, educational, medical, and personnel records. If sensitive material is found in this collection, please contact a staff member immediately. The disclosure of personally identifiable information pertaining to a living individual may have legal consequences for which the College of William and Mary assumes no responsibility.</p>  </accessrestrict>
  <scopecontent id="aspace_06384884e380ef20af7346cbc09bb765">
    <head>Scope and Contents</head>
<p>Endowment Association and Development Office Records which includes correspondence, financial records, committee reports, ledgers, resolutions, working papers, scrapbook, architectural renderings of the Special Collections wing of Swem Library and more.</p><p>The Endowment Association of the College of William &amp; Mary in Virginia, Incorporated, founded in 1939, changed its name to The College of William &amp; Mary Foundation on July 1, 2006. The Foundation's mission is "to aid, strengthen, and expand in every proper and useful way the work, usefulness and objects of" the College. The William &amp; Mary Foundation manages the College's endowments, including the Athletic Educational Foundation and the Marshall-Wythe School of Law Foundation.</p><p>The Foundation is run by a professional staff along with a board of trustees made up of alumni and friends of the College. The trustees work with alumni, faculty, staff and others to obtain funding for scholarships, fellowships, professorships, facilities, and research. </p>  </scopecontent>
  <controlaccess>
    <genreform source="aat">Agendas (administrative records)</genreform>
    <genreform source="aat">Letters (correspondence)</genreform>
    <genreform source="aat">Financial records</genreform>
    <genreform source="aat">Ledgers (Accounting)</genreform>
    <genreform source="aat">Microfilms</genreform>
    <genreform source="aat">Minutes</genreform>
    <genreform source="aat">Reports</genreform>
    <subject source="local">College of William and Mary--University Development</subject>
    <subject authfilenumber="sh85043107" source="Library of Congress Subject Headings">Endowments</subject>
    <subject source="lcsh">Universities and Colleges--Finance</subject>
  </controlaccess>
  <dsc><c id="aspace_ce31be8d3135feffef557afe1d3e869f" level="series"><did><unittitle>Series 1:  Accession 1984.073: Endowment Association Financial Reports</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497935</unitid><unitdate datechar="creation" type="inclusive">1942-1987.</unitdate><langmaterial><language langcode="eng">English</language></langmaterial></did><c id="aspace_daa09e6659e565dda7616d262f0a6d39" level="file"><did><unittitle>Reports</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497942</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Records Carton" id="aspace_f6dfe51bb8e3918ddaa5d01eb7e7ebd8" label="Mixed Materials" type="box">1</container></did></c><c id="aspace_5d9f0e9e8d731303d61156e78fcee8d3" level="file"><did><unittitle>Reports</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497943</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Records Carton" id="aspace_b3a04699fcfa5956f790084b5428f4c5" label="Mixed Materials" type="box">2</container></did></c><c id="aspace_ea2590caa9152c1b9e57abe0bad57a46" level="file"><did><unittitle>Reports</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497944</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Records Carton" id="aspace_bb1fc42220ed4d3a3190e04ada53c7b6" label="Mixed Materials" type="box">3</container></did></c></c><c id="aspace_8eb7bce5f2818506046b0702931dce6b" level="series"><did><unittitle>Series 2: Accession 1987.053: Endowment Fund Resolution</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497936</unitid><unitdate datechar="creation">1987</unitdate><langmaterial><language langcode="eng">English</language></langmaterial></did><scopecontent id="aspace_a9e5ed74e35307a6c5f9049805b4ef10"><head>Scope and Contents</head><p>Includes copies of resolutions passed by the Endowment Association and the Board of Visitors establishing funds and copies of forms with information about donors and gifts.</p></scopecontent><c id="aspace_8f5a4c2aa7e46d74c911833e3051124e" level="file"><did><unittitle>Resolution</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497945</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Full Hollinger Box" id="aspace_ccb12f80fab8207fb101af70524a1816" label="Mixed Materials" type="box">4</container></did></c></c><c id="aspace_a0a37140c510405a7a5ea471b8d3db45" level="series"><did><unittitle>Series 3:  Accession 1992.004: Endowment Ledgers</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497937</unitid><unitdate datechar="creation" type="inclusive">1949-1976</unitdate><langmaterial><language langcode="eng">English</language></langmaterial></did><scopecontent id="aspace_3725c3ece3508c070ccd17e1eef4e444"><head>Scope and Contents</head><p>Microfilm.</p></scopecontent><c id="aspace_bf2f683204f286186fa50ee817a9594d" level="file"><did><unittitle>Ledgers</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497946</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container id="aspace_1d3e92629ac5161d2cce220c6195e7bc" label="Microform" type="Reel">1</container></did></c><c id="aspace_1cc998020293a7b873f9cde5d85e081a" level="file"><did><unittitle>Ledgers</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497947</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Microfilm Box" id="aspace_9d87cfaeaaba57493cb49db9b7fde7e3" label="Microform" type="Reel">2</container></did></c><c id="aspace_69f6b07314580909f5c824cbbfc58d4f" level="file"><did><unittitle>Ledgers</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497948</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Microfilm Box" id="aspace_0f4107b60875da8788ef835f3fda919e" label="Microform" type="Reel">3</container></did></c><c id="aspace_471c0b955d08478064afc94c9793ae1e" level="file"><did><unittitle>Ledgers</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497949</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Microfilm Box" id="aspace_7b349eed36a6b5a10441d25a48cfaf5b" label="Microform" type="Reel">4</container></did></c><c id="aspace_d461e3148e331be9c92c0b686f63604c" level="file"><did><unittitle>Ledgers</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497950</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Microfilm Box" id="aspace_fbc695cf3683eac94a004bfb4e84ebb4" label="Microform" type="Reel">5</container></did></c><c id="aspace_d62f09f0ed2ea3771cf95736d735d5f9" level="file"><did><unittitle>Ledgers</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497951</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Microfilm Box" id="aspace_1aa49623f72084da345b6a8039934e82" label="Microform" type="Reel">6</container></did></c><c id="aspace_125e9ac80f7c4af7e2c636e41c0c5c0a" level="file"><did><unittitle>Ledgers</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497952</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Microfilm Box" id="aspace_ac144dc2857bf9db282a2e3ea1a02a3d" label="Microform" type="Reel">7</container></did></c><c id="aspace_cb150e87b246a9c51eb75059d96ebc55" level="file"><did><unittitle>Ledgers</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497953</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Microfilm Box" id="aspace_b2b2eb13b324f2ce507b829483292405" label="Microform" type="Reel">8</container></did></c><c id="aspace_34504a35e5b892267dde65f3dbb650bb" level="file"><did><unittitle>Ledgers</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497954</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Microfilm Box" id="aspace_13e105aaeabd9f4d11da8df6c1bc5563" label="Microform" type="Reel">9</container></did></c><c id="aspace_5bc2f6b38b722a54523ecc7edfab5368" level="file"><did><unittitle>Ledgers</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497955</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Microfilm Box" id="aspace_630d6343d9dd1cc1e0bec3a6600f6633" label="Microform" type="Reel">10</container></did></c><c id="aspace_b968d66bad83ce79996c7e05014f6873" level="file"><did><unittitle>Ledgers</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497956</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Microfilm Box" id="aspace_52e16aa7c777743ffd4ab96298ed8d76" label="Microform" type="Reel">11</container></did></c></c><c id="aspace_dab20c3963e8ba091df37f874622baaf" level="series"><did><unittitle>Series 4: Accession 1992.015 Endowment Association Records</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497938</unitid><unitdate datechar="creation" type="inclusive">1974-1988</unitdate><langmaterial><language langcode="eng">English</language></langmaterial></did><scopecontent id="aspace_7bcc7ee24ffe565cb10b6831d8d14a54"><head>Scope and Contents</head><p>Includes minutes, agendas, working papers, correspondence, Advancement Systems Committee files, President's Council files, and joint meeting files.</p></scopecontent><c id="aspace_a07f8d43bf6f8f6c588fa28f9ebed3a9" level="file"><did><unittitle>Records</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497957</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Records Carton" id="aspace_0716e39ef21511609c11012d8f16b822" label="Mixed Materials" type="box">5</container></did></c><c id="aspace_454a9e80ea976de751e23c45098653c5" level="file"><did><unittitle>Records</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497958</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Records Carton" id="aspace_435c6dd306342f96525b5aad11b419bb" label="Mixed Materials" type="box">6</container></did></c><c id="aspace_8d9cefb9292197596f5f8be07ada4061" level="file"><did><unittitle>Records</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497959</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Records Carton" id="aspace_361dcda337a83623cb0ef1dc2f9a2919" label="Mixed Materials" type="box">7</container></did></c><c id="aspace_8e617b1256eafae903121968420f468f" level="file"><did><unittitle>Records</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497960</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Records Carton" id="aspace_6aefb71eb3f57791bc912e1664dc2ba4" label="Mixed Materials" type="box">8</container></did></c><c id="aspace_5c717bd48bc0044828ccb917c414d87f" level="file"><did><unittitle>Records</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497961</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Records Carton" id="aspace_aa9e1fdd22cf8d26b8e36e776d337902" label="Mixed Materials" type="box">9</container></did></c><c id="aspace_fc82165fb1bc30ec9002989bb378ad28" level="file"><did><unittitle>Records</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497962</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Records Carton" id="aspace_bb4f2b9762567e4971134f63b70e4880" label="Mixed Materials" type="box">10</container></did></c></c><c id="aspace_f91469025e9e651bf98929af3825ae47" level="series"><did><unittitle>Series 5: Accession 1995.029: Endowment Association Investment Reports</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497939</unitid><unitdate datechar="creation" type="inclusive">1973-1983</unitdate><langmaterial><language langcode="eng">English</language></langmaterial></did><scopecontent id="aspace_ad4c1833a71cfb2e0ffb067181e15bed"><head>Scope and Contents</head><p>Includes quarterly reports (1973-1983) and year end statements (1979-1982).</p></scopecontent><c id="aspace_20026eea3fdbcf2c09f4f4a345273ecd" level="file"><did><unittitle>Reports</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497963</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Records Carton" id="aspace_137a793d3eedbfe4f5b4558fbd794671" label="Mixed Materials" type="box">11</container></did></c><c id="aspace_3c9c2086569b22f50807e931dfd620d5" level="file"><did><unittitle>Reports</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497964</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Records Carton" id="aspace_a6de49dec85b8d635f987398c4066b17" label="Mixed Materials" type="box">12</container></did></c><c id="aspace_41a9e2c5178098d138a29fc74c57dcea" level="file"><did><unittitle>Reports</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497965</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Records Carton" id="aspace_a3cf1683d422eb40989db6d984b2e8a4" label="Mixed Materials" type="box">13</container></did></c><c id="aspace_f3a051e1bc55f10d87bdcc72d3e0560f" level="file"><did><unittitle>Reports</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497966</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Records Carton" id="aspace_e59385ccdb3edcab9fbe82abbce905d8" label="Mixed Materials" type="box">14</container></did></c><c id="aspace_39a60fa19e7f52af6fbf6dc8152b8ec0" level="file"><did><unittitle>Reports</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497967</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Records Carton" id="aspace_b7b0dd270cb7a71abb67f18b79a86826" label="Mixed Materials" type="box">15</container></did></c><c id="aspace_bd29a2bf4bf8885a2b67540cc7bf2d2e" level="file"><did><unittitle>Reports</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497968</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container altrender="Records Carton" id="aspace_cccef2c99ce533cc80d322902f254f18" label="Mixed Materials" type="box">16</container></did></c></c><c id="aspace_8098f06fcfb5e3f010abfd01575242c3" level="series"><did><unittitle>Series 6: Accession 2002.078: Development Office Records</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497940</unitid><unitdate datechar="creation" type="inclusive">1974-1994</unitdate><langmaterial><language langcode="eng">English</language></langmaterial></did><scopecontent id="aspace_85905c3568497f384e05065c0a325c23"><head>Scope and Contents</head><p>Includes one scrapbook dated June 1979, Endowment Association minutes, and architectural renderings of the Special Collections wing of Swem library.</p></scopecontent><c id="aspace_cfea60678e3f045780c78a2537b6bc5c" level="file"><did><unittitle>Scrapbook, Minutes, Special Collections Architectural Drawings</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497969</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container id="aspace_8b7ffd969f9bdacf17dc66f4a4234a21" label="Mixed Materials" type="box">17</container></did></c></c><c id="aspace_68659f021189b926ccff14dcdedfc1ac" level="series"><did><unittitle>Series 7: Office of University Development Records, Materials that were formerly part of the University Archives Publications Collection</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497941</unitid><langmaterial><language langcode="eng">English</language></langmaterial></did><scopecontent id="aspace_f881a920f997a581e559d5c38b2d742d"><head>Scope and Contents</head><p>Board of Trustees reports, Certificate of Incorporation, committees, scholarships, endowments established, amendments and terminations; Annual report of the Treasurer; "Romance and Renaissance of the College"; "Ways and Means" bulletin; National Endowment of the Humanities; Friends of the College Reports. Annual Reports for 2010, 2011.</p><p>These are Boxes 10-23 of Development Department Records, Publications.</p></scopecontent><c id="aspace_342fe9d8d6882c0e44c9ff53992765b0" level="file"><did><unittitle>Publications</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/497970</unitid><langmaterial><language langcode="eng">English</language></langmaterial><container id="aspace_281287007435fb7a48a7ef3cd5013073" label="Mixed Materials" type="box">10-23</container></did></c></c><c id="aspace_9ae0b59be5825179a7b3f54560d0f199" level="series"><did><unittitle>Series 9: Accession 2024.298 Financial report booklets</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/615294</unitid><unitdate datechar="creation" normal="2018/2021" type="inclusive">2018-2021</unitdate></did><c id="aspace_49d3c271abf0871beffde52e07dc2eae" level="item"><did><unittitle>2018 Financial report</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/615295</unitid><unitdate datechar="creation" normal="2018/2018">2018</unitdate><container id="aspace_19305d1d2487c5d3a445a3c90250cd40" label="Mixed materials" type="box">10-23</container></did></c><c id="aspace_15c6521ad1268be93244e93844bb396a" level="item"><did><unittitle>2021 Financial report</unittitle><unitid type="aspace_uri">/repositories/2/archival_objects/615296</unitid><unitdate datechar="creation" normal="2021/2021">2021</unitdate><container id="aspace_3e49d2c223182a0bd7173e30a006617e" label="Mixed materials" type="box">10-23</container></did></c></c></dsc>
</archdesc>
</ead>