1693 PARTNERS FUND: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: 1693 PARTNERS FUND (EIN 84-3505125)
Tax period: 2020-07-01 to 2021-06-30
Filed: 2022-05-11
IRS object ID: 202211319349303536
Schema version: 2020v4.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule D
Schedule F
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-11T12:30:40-05:00	ReturnTs
Tax Period End	2021-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	861065772	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DELOITTE TAX LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	7900 TYSONS ONE PLACE SUITE 800	AddressLine1Txt
City	MCLEAN	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22102	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2020-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	843505125	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	1693 Partners Fund	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	1693	BusinessNameControlTxt
Phone	7572211906	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5300 Discovery Park Blvd 3RD FLOOR	AddressLine1Txt
City	Williamsburg	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	231882695	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WILLIAM D COPAN JR	PersonNm
Person Title	COO	PersonTitleTxt
Signature	2022-05-11	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	WILLIAM D COPAN	PersonFirstNm
Person Last	JR	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOHN W SADOFF JR	PreparerPersonNm
PTIN	P00540589	PTIN
Phone	7032511000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	William D Copan JR	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5300 Discovery Park Blvd 3RD FLOOR	AddressLine1Txt
City	Williamsburg	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	231882695	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$103,678,163	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	NONE	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	2019	FormationYr
Legal Domicile State	VA	LegalDomicileStateCd
Activity Or Mission	INVEST ENDOWMENT ASSETS SUPPORTING THE COLLEGE OF WILLIAM & MARY AND ITS AFFILATED ORGANIZATIONS.	ActivityOrMissionDesc
Voting Members Governing Body	11	VotingMembersGoverningBodyCnt
Voting Members Independent	11	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	19	TotalVolunteersCnt
Total Gross UBI	-$460	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$0	PYInvestmentIncomeAmt
CY Investment Income	$38,706,072	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$0	PYTotalRevenueAmt
CY Total Revenue	$38,706,072	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$0	PYOtherExpensesAmt
CY Other Expenses	$2,389,794	CYOtherExpensesAmt
PY Total Expenses	$0	PYTotalExpensesAmt
CY Total Expenses	$2,389,794	CYTotalExpensesAmt
PY Revenues Less Expenses	$0	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$36,316,278	CYRevenuesLessExpensesAmt
Total Assets BOY	$0	TotalAssetsBOYAmt
Total Assets EOY	$943,135,079	TotalAssetsEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$459,749	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$0	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$942,675,330	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	INVEST ENDOWMENT ASSETS SUPPORTING THE COLLEGE OF WILLIAM & MARY AND ITS AFFILATED ORGANIZATIONS.	MissionDesc
Significant New Program Srvc	Yes (true)	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$2,389,794	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$0	RevenueAmt
Desc	INVEST ENDOWMENT ASSETS SUPPORTING THE COLLEGE OF WILLIAM & MARY AND ITS AFFILIATED ORGANIZATIONS	Desc
Total Program Service Expenses	$2,389,794	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	Yes (true)	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	11	GoverningBodyVotingMembersCnt
Independent Voting Member	11	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (true)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KARYN TANCREDI	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7572212744	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5300 DISCOVERY PARK BOULEVARD	AddressLine1Txt
City	WILLIAMSBURG	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	231882695	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd
ANDREW W HORROCKS
TREASURER/TRUSTEE	1.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
CLIFFORD B FLEET III
VICE CHAIR/TRUSTEE (TERM ENDED DECEMBER 15 2020)	1.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
ELIZABETH CABELL JENNINGS
CHAIR/TRUSTEE	1.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
JILL MARIE LORD
SECRETARY/TRUSTEE (TERM ENDED DECEMBER 15 2020)	1.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
JODY W FORSYTH
VICE CHAIR/TRUSTEE	1.0	1.0	Yes (X)	Yes (X)	$0	$0	$0
BROOKE TRIBLE WEINMANN
TRUSTEE (TERM ENDED DECEMBER 15 2020)	1.0	1.0	Yes (X)		$0	$0	$0
DARPAN SUBHASH KAPADIA
TRUSTEE (TERM BEGAN DECEMBER 15 2020)	1.0	1.0	Yes (X)		$0	$0	$0
DAVID J JALLITS
TRUSTEE (TERM BEGAN DECEMBER 15 2020)	1.0	1.0	Yes (X)		$0	$0	$0
DAVID N KELLEY
TRUSTEE (TERM ENDED DECEMBER 15 2020)	1.0	1.0	Yes (X)		$0	$0	$0
DAVID R COVIN
TRUSTEE (TERM BEGAN DECEMBER 15 2020)	1.0	1.0	Yes (X)		$0	$0	$0
J SCOTT PERKINS
TRUSTEE (TERM BEGAN DECEMBER 15 2020)	1.0	1.0	Yes (X)		$0	$0	$0
JANET R ATWATER
TRUSTEE (TERM ENDED DECEMBER 15 2020)	1.0	1.0	Yes (X)		$0	$0	$0
KARIM HK AHAMED
TRUSTEE (TERM BEGAN DECEMBER 15 2020)	1.0	0.0	Yes (X)		$0	$0	$0
KEVIN M O'NEILL
TRUSTEE (TERM BEGAN DECEMBER 15 2020)	1.0	0.0	Yes (X)		$0	$0	$0
KEVIN M PHILLIPS
TRUSTEE (TERM ENDED DECEMBER 15 2020)	1.0	1.0	Yes (X)		$0	$0	$0
MICHAEL K POWELL
TRUSTEE	1.0	1.0	Yes (X)		$0	$0	$0
MICHAEL P FORADAS
TRUSTEE (TERM ENDED DECEMBER 15 2020)	1.0	1.0	Yes (X)		$0	$0	$0
PAUL R ECKERT
TRUSTEE (TERM BEGAN MAY 25 2021)	1.0	0.0	Yes (X)		$0	$0	$0
RAELENE C WAGONER
TRUSTEE (TERM ENDED DECEMBER 15 2020)	1.0	1.0	Yes (X)		$0	$0	$0
AMY S SEBRING
SECRETARY/TREASURER	1.0	15.5		Yes (X)	$326,267	$0	$20,290
WILLIAM D COPAN JR
CHIEF OPERATING OFFICER/ASSISTANT TREASURER	37.5	12.5		Yes (X)	$184,671	$0	$6,572
CATHERINE MOUNTJOY
DIRECTOR OF INVESTMENTS	40.0	5.0			$375,301	$0	$14,019	Yes (X)
F BRIAN HIESTAND
CHIEF INVESTMENT OFFICER	40.0	10.0			$560,495	$0	$6,490	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,446,734	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$47,371	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	4	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	Yes (true)	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	Address Line2ContractorAddress/USAddress/AddressLine2Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
1693 Management Company LLC
5300 Discovery Park	Boulevard	Williamsburg	VA	231882695	Professional Services	$1,242,684
Shapiro Capital Management
3060 Peachtree Road	Suite 1555	Atlanta	GA	30305	Professional Services	$185,457
William Blair & Company LLC
150 North	Riverside Plaza	Chicago	IL	60606	Professional Services	$173,216
Vulcan Value Partners LLC
Three Protective CTR 2801 HWY	280 South Suite 300	Birmingham	AL	35223	Professional Services	$116,788

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	4	CntrctRcvdGreaterThan100KCnt
Total Contributions	$0	TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,753,308	TotalRevenueColumnAmt
Unrelated Business Revenue	-$460	UnrelatedBusinessRevenueAmt
Exclusion	$5,753,768	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$97,924,855	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$64,972,091	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$32,952,764	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$32,952,764	TotalRevenueColumnAmt
Exclusion	$32,952,764	ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$38,706,072	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$460	UnrelatedBusinessRevenueAmt
Exclusion	$38,706,532	ExclusionAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$686,871	TotalAmt
Program Services	$686,871	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$17,645	TotalAmt
Program Services	$17,645	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$69,148	TotalAmt
Program Services	$69,148	ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$1,242,684	TotalAmt
Program Services	$1,242,684	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$222,143	TotalAmt
Program Services	$222,143	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt
Foreign Exchange Charges & Tax Expense	$76,162	$76,162
Foreign taxes witheld	$75,141	$75,141

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,389,794	TotalAmt
Program Services	$2,389,794	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$113,277	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$31,929,978	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$2,824,802	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$0	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$0	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$272,477,868	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$635,789,154	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$943,135,079	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
EOY	$459,749	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$459,749	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
EOY	$942,675,330	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$942,675,330	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$943,135,079	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$36,316,278	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$61,560,917	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$844,798,135	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consol And Sep Basis Fincl Stmt	Yes (X)	ConsolAndSepBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type1	Yes (X)	SupportingOrgType1Ind
IRS Written Determination	Yes (X)	IRSWrittenDeterminationInd
Supported Organizations	4	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (4 entries)

EINEIN	Organization TypeOrganizationTypeCd	Governing Document ListedGoverningDocumentListedInd	SupportSupportAmt	Other SupportOtherSupportAmt
WILLIAM & MARY FOUNDATION
540734117	5	Yes (true)	$0	$0
MARSHALL-WYTHE SCHOOL OF LAW FOUNDATION
541224563	5	Yes (true)	$0	$0
WILLIAM AND MARY BUSINESS SCHOOL FOUNDATION
237079011	5	Yes (true)	$0	$0
MURRAY 1693 SCHOLARS FOUNDATION
464365190	5	Yes (true)	$0	$0

Field	Value	IRS element (for citing)
Supported Organizations Total	4	SupportedOrganizationsTotalCnt
Support Sum	$0	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (true)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	Yes (true)	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	false	SupportedOrgSectionC456Ind
Supported Org Not Organized US	false	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	false	OrganizationChangeSuprtOrgInd
Support Non Supported Org	false	SupportNonSupportedOrgInd
Payment Substantial Contribtr	false	PaymentSubstantialContribtrInd
Loan Disqualified Person	false	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	false	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	false	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	false	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	false	ExcessBusinessHoldingsRulesInd
Contribution Controller	false	ContributionControllerInd
Contribution Family	false	ContributionFamilyInd
Contribution35 Controlled	false	Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

Field	Value	IRS element (for citing)
Power Appoint Majority Dir Trst	Yes (true)	PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org	false	OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule A, Part IV, Section A, Line 2 Supported Org. Without IRS Status 509(a)1 or (2)	FormAndLineReferenceDesc
Explanation	MURRAY 1693 SCHOLARS FOUNDATION IS A TYPE I SUPPORTING ORGANIZATION PURSUANT TO 509(A)(3) WHOSE PURPOSE IS TO SUPPORT THE WILLIAM & MARY 1693 SCHOLARS PROGRAM IN ORDER TO PROVIDE SCHOLARSHIP FUNDING FOR STUDENTS OF THE COLLEGE OF WILLIAM & MARY. BOTH SUPPORTING ORGANIZATIONS SUPPORT THE COLLEGE OF WILLIAM & MARY.	ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$0	BeginningYearBalanceAmt
Contributions	$844,798,135	ContributionsAmt
Investment Earnings Or Losses	$100,191,848	InvestmentEarningsOrLossesAmt
Other Expenditures	$2,314,653	OtherExpendituresAmt
End Year Balance	$942,675,330	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$0	BeginningYearBalanceAmt
End Year Balance	$0	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$0	BeginningYearBalanceAmt
End Year Balance	$0	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$0	BeginningYearBalanceAmt
End Year Balance	$0	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
End Year Balance	$0	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.0	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	1.0	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.0	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Invst Program Related Org InvstProgramRelatedOrgGrp (7 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Diversifying Strategies	$95,191,064	F
Domestic Equity	$109,370,570	F
Fixed Income	$35,767,890	F
Foreign Equity	$118,460,161	F
Private Equity	$204,109,960	F
Real Assets	$72,078,212	F
Transitional Trading	$811,297	F

Field	Value	IRS element (for citing)
Total Book Value Program Rltd	$635,789,154	TotalBookValueProgramRltdAmt
Total Liability	$0	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$100,191,848	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$61,560,917	NetUnrealizedGainsInvstAmt
Other Revenue	-$75,141	OtherRevenueAmt
Revenue Not Reported	$61,485,776	RevenueNotReportedAmt
Revenue Subtotal	$38,706,072	RevenueSubtotalAmt
Other Revenues Not Included	$0	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$0	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$38,706,072	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$2,314,653	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$0	OtherExpensesIncludedAmt
Expenses Not Reported	$0	ExpensesNotReportedAmt
Expenses Subtotal	$2,314,653	ExpensesSubtotalAmt
Other Expenses Not Included	$75,141	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$75,141	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$2,389,794	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part V, Line 4 Intended uses of endowment funds	THE 1693 PARTNERS FUND IS A POOLED VEHICLE TO INVEST THE ENDOWMENT ASSETS SUPPORTING THE COLLEGE OF WILLIAM & MARY AND ITS AFFILIATED ORGANIZATIONS.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	ON APRIL 20, 2020, THE INTERNAL REVENUE SERVICE DETERMINED THAT THE FUND WAS EXEMPT FROM FEDERAL INCOME TAX ON INCOME DERIVED FROM ACTIVITIES RELATED TO ITS EXEMPT PURPOSE UNDER INTERNAL REVENUE CODE ("IRC") SECTION 501(C)(3). ADDITIONALLY, THE FUND IS CLASSIFIED AS A PUBLIC CHARITY UNDER IRC SECTION 509(A)(3). HOWEVER, THE FUND MAY INCUR FEDERAL AND STATE INCOME TAXES ON UNRELATED BUSINESS INCOME. NO PROVISION FOR INCOME TAXES WAS REQUIRED FOR THE FISCAL YEAR ENDED JUNE 30, 2021. THE FUND FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740, INCOME TAXES ("ASC 740"), RELATED TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. ASC 740 PRESCRIBES THE MINIMUM RECOGNITION THRESHOLD A TAX POSITION MUST MEET IN CONNECTION WITH ACCOUNTING FOR UNCERTAINTIES IN INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN BY AN ENTITY BEFORE BEING MEASURED AND RECOGNIZED IN THE FINANCIAL STATEMENTS. ASC 740 REQUIRES THE EVALUATION OF TAX POSITIONS THAT ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX EXPENSE IN THE CURRENT YEAR. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND AND HAS CONCLUDED THAT, AS OF JUNE 30, 2021, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. THE FISCAL YEAR ENDED JUNE 30, 2021 IS SUBJECT TO EXAMINATION. THE FILING DEADLINE FOR THE JUNE 30, 2021 RETURN IS MAY 15, 2022.
Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990	Foreign Taxes Withheld - -75141
Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements	Foreign Taxes Withheld - 75141

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (6 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	Investments	$55,529,819
East Asia and the Pacific	Investments	$13,388,942
Europe (Including Iceland and Greenland)	Investments	$32,747,849
Middle East and North Africa	Investments	$121,663
South Asia	Investments	$1,397,252
North America (Canada & Mexico only)	Investments	$1,738,197

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$104,923,722	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$104,923,722	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
AMY S SEBRING
SECRETARY/TREASURER	$326,267	$0	$0	$0	$0	$0	$19,307	$0	$983	$0	$346,557	$0	$0	$0
WILLIAM D COPAN JR
CHIEF OPERATING OFFICER/ASSISTANT TREASURER	$184,671	$0	$0	$0	$0	$0	$4,006	$0	$2,566	$0	$191,243	$0	$0	$0
F BRIAN HIESTAND
CHIEF INVESTMENT OFFICER	$301,388	$0	$259,107	$0	$0	$0	$4,967	$0	$1,523	$0	$566,985	$0	$0	$0
CATHERINE MOUNTJOY
DIRECTOR OF INVESTMENTS	$211,392	$0	$163,909	$0	$0	$0	$13,553	$0	$466	$0	$389,320	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 7 Non-fixed payments	Brian Hiestand and Catherine Mountjoy received bonuses approved by the management company board. Bonuses are based on return of the Fund and other factors.
Schedule J, Part II	THE INDIVIDUALS LISTED IN PART II ARE EMPLOYEES OF THE COLLEGE OF WILLIAM & MARY (THE UNIVERSITY). THE 1693 PARTNERS FUND AND THE UNIVERSITY ARE NOT RELATED ENTITIES. THE EMPLOYEE COMPENSATION IN PART II IS 100% PAID BY THE UNIVERSITY. ADDITIONAL INFORMATION REGARDING COMPENSATION IS REPORTED IN SCHEDULE O.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part III, Line 2 New program services	THE FUND COMMENCED INVESTMENT ACTIVITIES EFFECTIVE JANUARY 1, 2021.
Form 990, Part VI, Line 4 Significant changes to organizational documents	THE BYLAWS WERE AMENDED BY DELETING AND REPLACING IN ITS ENTIRETY SECTION 2.2(B) WHICH DISCUSSES ELIGIBILITY TO BE AND REMAIN A MEMBER OF THE FUND.
Form 990, Part VI, Line 11b Review of form 990 by governing body	THE FUND PROVIDED A COPY OF FORM 990 TO THE GOVERNING BODY BEFORE IT WAS FILED. PRIOR TO FILING FORM 990, THE CONTROLLER AND CHIEF OPERATING OFFICER REVIEW A DRAFT OF THE FORM. THE CONTROLLER AND CHIEF OPERATING OFFICER REVIEW THE FINAL VERSION PRIOR TO SIGNING.
Form 990, Part VI, Line 12c Conflict of interest policy	ANNUAL DISCLOSURES ARE REVIEWED FOR POSSIBLE CONFLICTS, WHICH ARE ADDRESSED IN THE MANNER OUTLINED IN THE CONFLICT OF INTEREST POLICY. MATTERS RAISED EITHER PRIOR TO OR DURING A MEETING OF THE BOARD OR ANY COMMITTEE ARE ADDRESSED AT THAT TIME. THE POLICY COVERS BOARD MEMBERS AND KEY STAFF MEMBERS. VOTING BOARD MEMBERS ARE RESTRICTED FROM VOTING ON MATTERS IN WHICH THEY MAY HAVE A CONFLICT, AND ARE EXCUSED FROM MEETINGS WHEN A VOTE IS TAKEN. DETERMINATION OF WHETHER A CONFLICT EXISTS IS MADE AT THE COMMITTEE OR BOARD LEVEL, BASED ON AUTHORITY TO TAKE ACTION.
Form 990, Part VI, Line 19 Required documents available to the public	THE FINANCIAL STATEMENTS OF THE FUND ARE MADE AVAILABLE UPON REQUEST. THE CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE GENERALLY NOT AVAILABLE TO THE PUBLIC.
Form 990, Part VII, Section A, Line 2	THE RESPONSE TO QUESTION 2 REPORTS THE NUMBER OF STAFF IDENTIFIED WHO HAVE REPORTABLE COMPENSATION AND PERFORM SERVICES FOR THE FUND. NONE OF THE STAFF ARE EMPLOYEES OF THE FUND. THEY ARE EMPLOYEES OF THE COLLEGE OF WILLIAM & MARY. THE UNIVERSITY IS REIMBURSED FOR THE COMPENSATION OF UNIVERSITY EMPLOYEES WHO PERFORM SERVICES EXCLUSIVELY FOR THE FUND. THEIR COMPENSATION IS REPORTED IN COLUMN E (RELATED ORGANIZATIONS) RECOGNIZING THEIR EMPLOYER IS NOT THE FUND.
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	TRANSFER FROM THE WILLIAM AND MARY INVESTMENT TRUST - XXX-XX-XXXX; MEMBER CONTRIBUTIONS - 8360206; MEMBER WITHDRAWALS - -17031565;
PART VI, SECTION B, LINE 15 AND PART V, LINE 1B	THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES OF RECORD. ALL WORK IS PERFORMED BY EMPLOYEES OF THE COLLEGE OF WILLIAM & MARY. THE UNIVERSITY IS REIMBURSED FOR ALL OR PART OF SALARY AND BENEFIT COSTS. THE SALARIES IN LINE 7 OF PART IX REFLECT COSTS FOR STAFF WHO PERFORM DUTIES RELATING TO FUND ADMINISTRATION. COMPENSATION IS GENERALLY ESTABLISHED WITHIN THE GUIDELINES OF THE UNIVERSITY, INCLUDING COMPARABLE MARKET DATA AS APPROPRIATE. COMPENSATION LISTED FOR THE CHIEF INVESTMENT OFFICER AND DIRECTOR OF INVESTMENTS REPRESENTS PAY AS A KEY EMPLOYEE. COMPENSATION FOR THE CHIEF INVESTMENT OFFICER IS DETERMINED IN PART BY THE BOARD OF MANAGERS OF THE 1693 MANAGEMENT CO, LLC, THE INVESTMENT MANAGER OF THE FUND, WHICH CONSIDERED A SURVEY OF COMPENSATION OF INDIVIDUALS IN SIMILAR POSITIONS AT SIMILAR ORGANIZATIONS.
SCHEDULE J, PART II	F. BRIAN HIESTAND, CATHERINE MOUNTJOY, AND WILLIAM D. COPAN, JR. ARE LEGAL EMPLOYEES OF THE COLLEGE OF WILLIAM & MARY. THE UNIVERSITY IS NOT RELATED TO THE 1693 PARTNERS FUND AS IT MEETS NONE OF THE DEFINITIONS OF RELATIONSHIPS OUTLINED IN THE INSTRUCTIONS TO THE 2020 FORM 990. THE 1693 MANAGEMENT COMPANY LLC REIMBURES THE UNIVERSITY FOR ALL COMPENSATION COSTS, THEN IS ITSELF REIMBURSED BY THE 1693 PARTNERS FUND FOR ALL OR A PORTION OF THE COMPENSATION FOR THESE THREE INDIVIDUALS.
General SECTION 351	The William and Mary Investment Trust ("the Trust"), a group grantor trust under Virginia law, was established July 1, 2004 and provided a platform for tax-exempt organizations affiliated with the University (each a "Grantor" and collectively the "Grantors") to invest their endowment assets prior to the organization of the 1693 Partners Fund ("the Fund"). Each Grantor to the Trust owned an interest proportional to the value of the assets transferred to the Trust, which was increased or decreased with subsequent contributions or distributions. Effective December 31, 2020, William & Mary Foundation, trustee of the Trust, adopted the Plan of Dissolution, Grantor Account Termination and Complete Liquidation (the "Plan"). The Plan undertook the request of the Grantors to terminate their grantor accounts by contributing the net assets of the Trust to the Fund. Pursuant to the terms of the Agreements and the Assignment and Contribution Agreement between the Fund and the Trust, the Members agreed to deposit, without limitation, their interests in the assets of the Trust to the Fund.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Direct Controlling NADirectControllingNACd	Controlled OrganizationControlledOrganizationInd
WILLIAM & MARY FOUNDATION
5300 DISCOVERY PARK BLVD 3RD FLOOR	WILLIAMSBURG	VA	23188	540734117	ORGANIZATION OPERATED FOR THE BENEFIT OF THE COLLEGE OF WILLIAM & MARY	VA	501(c)(3)	5	N/A	false
MARSHALL-WYTHE SCHOOL OF LAW FOUNDATION
613 SOUTH HENRY STREET	WILLIAMSBURG	VA	23185	541224563	ORGANIZATION OPERATED FOR THE BENEFIT OF THE COLLEGE OF WILLIAM & MARY	VA	501(c)(3)	5	N/A	false
WILLIAM & MARY BUSINESS SCHOOL FOUNDATION
101 UKROP WAY	WILLIAMSBURG	VA	23185	237079011	ORGANIZATION OPERATED FOR THE BENEFIT OF THE COLLEGE OF WILLIAM & MARY	VA	501(c)(3)	5	N/A	false
MURRAY 1693 SCHOLARS FOUNDATION
PO BOX 8795	WILLIAMSBURG	VA	231878795	464365190	ORGANIZATION OPERATED FOR THE BENEFIT OF THE COLLEGE OF WILLIAM & MARY	VA	501(c)(3)	5	N/A	false

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule R, Part V, Line 1n SHARING OF FACILITIES	THE 1693 PARTNERS FUND SHARES OFFICE SPACE WITH THE 1693 MANAGEMENT COMPANY, LLC, THE INVESTMENT MANAGER, WHICH IS A SINGLE-MEMBER LLC OF WILLIAM & MARY FOUNDATION.
Schedule R, Part V, Line 1p REIMBURSEMENT PAID TO RELATED ORGANIZATION FOR EXPENSES	THE 1693 PARTNERS FUND REIMBURSES THE EXPENSES OF THE 1693 MANAGEMENT COMPANY, LLC, THE INVESTMENT MANAGER, A SINGLE-MEMBER LLC OF WILLIAM & MARY FOUNDATION, IN ACCORDANCE WITH THE INVESTMENT MANAGEMENT AGREEMENT BETWEEN THE FUND AND MANAGEMENT COMPANY.
Schedule R, Part V, Line 1r OTHER TRANSFER OF CASH TO RELATED ORGANIZATIONS	IN ACCORDANCE WITH MEMBER DEPOSIT AGREEMENTS, THE FUND MADE QUARTERLY DISTRIBUTIONS FOR ANNUAL BUDGETED CASH REQUIREMENTS TO THE MEMBER FOUNDATIONS PURSUANT TO AN ANNUAL NOTIFICATION DELIVERED TO THE FUND WITHIN TWENTY BUSINESS DAYS PRIOR TO THE BEGINNING OF THE FISCAL YEAR.
Schedule R, Part V, Line 1s OTHER TRANSFER OF CASH FROM RELATED ORGANIZATIONS	IN ACCORDANCE WITH MEMBER DEPOSIT AGREEMENTS, MEMBER FOUNDATIONS MADE PERIODIC CONTRIBUTIONS TO THE FUND FOR INVESTMENT PURPOSES DURING THE FISCAL YEAR.