COLONIAL WILLIAMSBURG FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- COLONIAL WILLIAMSBURG FOUNDATION (EIN 54-0505888)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202443179349307659
- Schema version
- 2023v5.1
- 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 B
- Schedule C
- Schedule D
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T13:15:25-08:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 540505888 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLONIAL WILLIAMSBURG FOUNDATION | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1776 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540505888 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Colonial Williamsburg Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLO | BusinessNameControlTxt |
| Phone | 7572291000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1776 | AddressLine1Txt |
| City | Williamsburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23187 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jacquelyn Ferree | PersonNm |
| Person Title | CFOO | PersonTitleTxt |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC BERGER BDO USA | PreparerPersonNm |
| PTIN | P01874563 | PTIN |
| Phone | 7572207064 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jacquelyn Ferree | PrincipalOfficerNm |
| Gross Receipts | $440,780,817 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.colonialwilliamsburg.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1928 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | Preserve, restore, reconstruct, or otherwise maintain historical structures, objects, works of art and locations and to promote, encourage, and carry on any historical, interpretive, research, or related educational activities. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 1235 | TotalEmployeeCnt |
| Total Volunteers | 650 | TotalVolunteersCnt |
| Total Gross UBI | $14,208,583 | TotalGrossUBIAmt |
| PY Contributions Grants | $52,528,341 | PYContributionsGrantsAmt |
| CY Contributions Grants | $64,053,910 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,682,862 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $32,714,817 | CYProgramServiceRevenueAmt |
| PY Investment Income | $31,685,584 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,216,613 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$588,552 | PYOtherRevenueAmt |
| CY Other Revenue | -$1,135,509 | CYOtherRevenueAmt |
| PY Total Revenue | $115,308,235 | PYTotalRevenueAmt |
| CY Total Revenue | $125,849,831 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $51,271,830 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $56,990,200 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $9,500,095 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $62,773,381 | PYOtherExpensesAmt |
| CY Other Expenses | $64,522,720 | CYOtherExpensesAmt |
| PY Total Expenses | $114,045,211 | PYTotalExpensesAmt |
| CY Total Expenses | $121,512,920 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,263,024 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,336,911 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,661,208,452 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,668,091,937 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $386,370,323 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $391,524,972 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,274,838,129 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,276,566,965 | NetAssetsOrFundBalancesEOYAmt |
| Mission | See Schedule O for information. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $54,441,002 | ExpenseAmt |
| Revenue | $19,337,208 | RevenueAmt |
| Desc | Education, Research and Historical Interpretation-The Historic Area is a 301-acre outdoor history museum with over 600 original and reconstructed houses, outbuildings, shops, taverns, and public buildings. Interpretation by costumed employees engage visitors in dialogue with historical residents of Colonial Williamsburg and at trade sites. Tours are offered through the houses, taverns and public buildings. Specialized tours are available that focus on African-Americans, the role of women in the 18th-century, and the origins of the U.S. Constitution. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,313,151 | ExpenseAmt |
| Revenue | $484,893 | RevenueAmt |
| Desc | Museums, Preservation and Historic Resources-Colonial Williamsburg's wide-ranging collections, acquired over the past 90 years, provide the art, objects, artifacts, and buildings necessary to accurately recreate the environment of 18th-century Williamsburg. The archaeological and architectural collection include 500,000 whole archaeological artifacts from excavations in and around Williamsburg as well as 60 million fragments (probably the largest single archaeological holding relating to 18th-century America), and some 19,000 architectural fragments. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,600,693 | ExpenseAmt |
| Revenue | $12,892,716 | RevenueAmt |
| Desc | Taverns and Colonial Houses-Ideal for guests who wish to fully immerse themselves in the 18th-century, Colonial Williamsburg offers authentic period accomodations in the Historic Area where our founding families once lodged. Servers in taverns are in period dress and interpret the 18th-century dining experiences. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $86,354,846 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | 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 | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 236 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1235 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | 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 | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mary C Gummo | PersonNm |
| Phone | 7572207135 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1776 | AddressLine1Txt |
| City | Williamsburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 231871776 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 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 |
|---|---|---|---|---|---|---|---|
| Clifford Fleet III | |||||||
| President & CEO | 65.00 | 0.00 | Yes (X) | Yes (X) | $577,780 | $0 | $107,947 |
| Kevin Patrick | |||||||
| CFO & Treasurer | 50.00 | 0.00 | Yes (X) | $521,140 | $0 | $129,594 | |
| Ronald Hurst | |||||||
| CMO | 50.00 | 0.00 | Yes (X) | $392,341 | $0 | $134,331 | |
| Elizabeth Kelly | |||||||
| Vice President | 50.00 | 0.00 | $326,141 | $0 | $147,104 | ||
| Hazel Wong | |||||||
| CLC & Secretary | 50.00 | 0.00 | Yes (X) | $402,208 | $0 | $47,738 | |
| Robert Underwood | |||||||
| Vice President | 50.00 | 0.00 | $315,370 | $0 | $124,295 | ||
| Earl Granger III | |||||||
| CDO | 50.00 | 0.00 | Yes (X) | $431,574 | $0 | $2,635 | |
| Samuel Rucker | |||||||
| Vice President | 50.00 | 0.00 | $297,612 | $0 | $97,690 | ||
| Clifford Mustaafa Dozier | |||||||
| CHRO | 50.00 | 0.00 | Yes (X) | $325,766 | $0 | $61,945 | |
| Henry Lai | |||||||
| Vice President | 50.00 | 0.00 | $292,741 | $0 | $60,103 | ||
| Mia Nagawiecki | |||||||
| Vice President | 50.00 | 0.00 | $271,911 | $0 | $33,455 | ||
| Shaun Coleman | |||||||
| Vice President | 50.00 | 0.00 | $276,428 | $0 | $13,608 | ||
| Sani Silvennoinen | |||||||
| CDO | 50.00 | 0.00 | Yes (X) | $229,068 | $0 | $36,034 | |
| Mark Hileman | |||||||
| General Counsel | 0.00 | 0.00 | $36,000 | $0 | $0 | ||
| Carly Fiorina | |||||||
| Chair | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kendrick F Ashton Jr | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Frank Batten Jr | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Geoff Bennett | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Catharine O'Neill Broderick | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Mark A Coblitz | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Walter Edgar | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Neil M Gorsuch | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Conrad M Hall | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Antonia Hernandez | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| John A Luke Jr | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Walfrido J Martinez | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Leslie A Miller | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Steven L Miller | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Joseph W Montgomery | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Steve Netzley | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Walter S Robertson III | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Gerald L Shaheen | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Larry W Sonsini | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Sheldon M Stone | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| YPing Sun | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| John C Thomas | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jeff Trammell | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Alex Wallace | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,696,080 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $996,479 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 64 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HES Intermediate Holdings LLC | |||||
| 9202 S Northshore Drive Suite 202 | Knoxville | TN | 37922 | Facilities mgmt | $1,399,990 |
| Anthem Health Plans of Virginia | |||||
| 3075 Vandercar Way | Cincinnati | OH | 45209 | Admistrative Fee | $877,735 |
| Brand Federation LLC | |||||
| 1500 MacTavish Ave | Richmond | VA | 23230 | Marketing | $717,987 |
| Brightview Landscape Services | |||||
| PO Box 740655 | Atlanta | GA | 303740655 | Landscape maintenance | $510,094 |
| Digital Pulp | |||||
| 369 Lexington Ave 3rd Floor | New York | NY | 10017 | Web design | $489,876 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 21 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $975,000 | GovernmentGrantsAmt |
| All Other Contributions | $63,078,910 | AllOtherContributionsAmt |
| Noncash Contributions | $6,110,117 | NoncashContributionsAmt |
| Total Contributions | $64,053,910 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Admissions | 611600 | $16,433,799 | $16,433,799 | |
| Historic Area Rentals | 531110 | $842,030 | $842,030 | |
| Special Programs | 611600 | $2,546,272 | $2,546,272 | |
| Taverns & Colonial Houses | 722100 | $12,892,716 | $12,892,716 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $32,714,817 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,257,515 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $5,149,196 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,108,319 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $595,394 | TotalRevenueColumnAmt |
| Exclusion | $595,394 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,320,976 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,259,745 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$4,938,769 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,938,769 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$1,418,688 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$3,520,081 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $311,086,596 | SecuritiesAmt |
| Other | $464,595 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $292,880,161 | SecuritiesAmt |
| Other | $711,932 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,206,435 | SecuritiesAmt |
| Other | -$247,337 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,959,098 | TotalRevenueColumnAmt |
| Exclusion | $17,959,098 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $86,843 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $79,148 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,695 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,695 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Advertising | 323100 | $335,911 | $335,911 | |
| Other | 900099 | $2,480,712 | $10,132,636 | -$7,651,924 |
| Parking Fees | 812930 | $374,020 | $374,020 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,528 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $9,528 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,200,171 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $125,849,831 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,880,482 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $14,208,583 | UnrelatedBusinessRevenueAmt |
| Exclusion | $15,706,856 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,400,101 | TotalAmt |
| Program Services | $526,672 | ProgramServicesAmt |
| Management And General | $2,174,117 | ManagementAndGeneralAmt |
| Fundraising | $699,312 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,458,476 | TotalAmt |
| Program Services | $27,961,190 | ProgramServicesAmt |
| Management And General | $12,431,233 | ManagementAndGeneralAmt |
| Fundraising | $3,066,053 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,669 | TotalAmt |
| Management And General | $326,669 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,089,134 | TotalAmt |
| Program Services | $4,007,716 | ProgramServicesAmt |
| Management And General | $1,560,609 | ManagementAndGeneralAmt |
| Fundraising | $520,809 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,715,820 | TotalAmt |
| Program Services | $2,009,345 | ProgramServicesAmt |
| Management And General | $1,440,891 | ManagementAndGeneralAmt |
| Fundraising | $265,584 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,389,800 | TotalAmt |
| Program Services | $13,389,800 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $710,384 | TotalAmt |
| Management And General | $710,384 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,904 | TotalAmt |
| Management And General | $200,904 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,342,455 | TotalAmt |
| Program Services | $3,342,455 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$8,776,065 | TotalAmt |
| Program Services | $1,636,608 | ProgramServicesAmt |
| Management And General | -$10,412,673 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,253,677 | TotalAmt |
| Program Services | $3,013,487 | ProgramServicesAmt |
| Management And General | $33,594 | ManagementAndGeneralAmt |
| Fundraising | $206,596 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,423,066 | TotalAmt |
| Program Services | $2,082,792 | ProgramServicesAmt |
| Management And General | $763,802 | ManagementAndGeneralAmt |
| Fundraising | $2,576,472 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,258,142 | TotalAmt |
| Program Services | $258,117 | ProgramServicesAmt |
| Management And General | $2,981,424 | ManagementAndGeneralAmt |
| Fundraising | $18,601 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,134 | TotalAmt |
| Program Services | $1,134 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,663,793 | TotalAmt |
| Program Services | $4,023,577 | ProgramServicesAmt |
| Management And General | $635,287 | ManagementAndGeneralAmt |
| Fundraising | $4,929 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $403,090 | TotalAmt |
| Program Services | $271,428 | ProgramServicesAmt |
| Management And General | $43,299 | ManagementAndGeneralAmt |
| Fundraising | $88,363 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,141,886 | TotalAmt |
| Program Services | $390,369 | ProgramServicesAmt |
| Management And General | $745,068 | ManagementAndGeneralAmt |
| Fundraising | $6,449 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,449,854 | TotalAmt |
| Program Services | $1,023,992 | ProgramServicesAmt |
| Management And General | $3,425,862 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,265,134 | TotalAmt |
| Program Services | $6,431,663 | ProgramServicesAmt |
| Management And General | $823,824 | ManagementAndGeneralAmt |
| Fundraising | $9,647 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $621,133 | TotalAmt |
| Program Services | $621,133 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Maintenance & Repairs | $6,585,520 | $4,327,372 | $2,258,148 | |
| Contracted Services | $5,542,137 | $2,606,536 | $2,691,379 | $244,222 |
| Equipment Rental & Maintenance | $4,105,860 | $2,792,025 | $1,309,883 | $3,952 |
| Miscellaneous | $3,518,215 | $2,102,695 | $1,267,311 | $148,209 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,422,601 | TotalAmt |
| Program Services | $3,534,740 | ProgramServicesAmt |
| Management And General | $246,964 | ManagementAndGeneralAmt |
| Fundraising | $1,640,897 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,512,920 | TotalAmt |
| Program Services | $86,354,846 | ProgramServicesAmt |
| Management And General | $25,657,979 | ManagementAndGeneralAmt |
| Fundraising | $9,500,095 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $130,000 | BOYAmt |
| EOY | $130,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,817,988 | BOYAmt |
| EOY | $56,193,669 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,489,610 | BOYAmt |
| EOY | $26,190,668 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,887,034 | BOYAmt |
| EOY | $2,133,203 | 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 |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,736 | BOYAmt |
| EOY | $25,736 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,684,955 | BOYAmt |
| EOY | $1,843,473 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,780,852 | BOYAmt |
| EOY | $2,942,775 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $640,139,761 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $343,180,651 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,352,688 | BOYAmt |
| EOY | $296,959,110 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,983,429 | BOYAmt |
| EOY | $168,659,342 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $565,343,991 | BOYAmt |
| EOY | $524,061,311 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $579,712,169 | BOYAmt |
| EOY | $588,952,650 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,661,208,452 | BOYAmt |
| EOY | $1,668,091,937 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,646,230 | BOYAmt |
| EOY | $25,066,533 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,000,000 | BOYAmt |
| EOY | $12,000,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,397,662 | BOYAmt |
| EOY | $312,460,658 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,326,431 | BOYAmt |
| EOY | $41,997,781 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,370,323 | BOYAmt |
| EOY | $391,524,972 | 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) |
|---|---|---|
| BOY | $782,558,312 | BOYAmt |
| EOY | $782,302,010 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $492,279,817 | BOYAmt |
| EOY | $494,264,955 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,274,838,129 | BOYAmt |
| EOY | $1,276,566,965 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,661,208,452 | BOYAmt |
| EOY | $1,668,091,937 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,336,911 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $16,498,185 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$19,106,260 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,605,515 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,317,540 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,972,947 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,528,341 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,053,910 | CurrentTaxYearAmt |
| Total | $278,478,253 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,302,465 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,364,383 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,273,210 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,682,862 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,714,817 | CurrentTaxYearAmt |
| Total | $135,337,737 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,907,980 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,681,923 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $95,246,157 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $84,211,203 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $96,768,727 | CurrentTaxYearAmt |
| Total | $413,815,990 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,522,616 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,018,065 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,817,351 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,218,378 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,700,099 | CurrentTaxYearAmt |
| Total | $22,276,509 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $949,762 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $808,587 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,116,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,028,462 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,205,922 | CurrentTaxYearAmt |
| Total | $5,109,557 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,472,378 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,826,652 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,934,175 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,246,840 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,906,021 | CurrentTaxYearAmt |
| Total | $27,386,066 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $386,429,924 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,102,505 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,710,568 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,024,074 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,442,920 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,623,299 | CurrentTaxYearAmt |
| Total | $82,903,366 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,102,505 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,710,568 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,024,074 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,442,920 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,623,299 | CurrentTaxYearAmt |
| Total | $82,903,366 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,965,732 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,466,243 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,412,132 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,192,116 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,200,168 | CurrentTaxYearAmt |
| Total | $14,236,391 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,976,217 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $80,858,734 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $111,682,363 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $102,846,239 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $120,592,194 | CurrentTaxYearAmt |
| Total | $510,955,747 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.75630 | PublicSupportCY509Pct |
| Public Support PY509 | 0.75340 | PublicSupportPY509Pct |
| Investment Income CY | 0.16230 | InvestmentIncomeCYPct |
| Investment Income PY | 0.15670 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,607 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,607 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $86,349,241 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $86,354,848 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720FiledInd |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $4,740 | CurrentYearMinus3Amt |
| Current Year Minus2 | $3,710 | CurrentYearMinus2Amt |
| Current Year Minus1 | $7,078 | CurrentYearMinus1Amt |
| Current Year | $5,607 | CurrentYearAmt |
| Total | $21,135 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $712,327,420 | BeginningYearBalanceAmt |
| Contributions | $3,072,711 | ContributionsAmt |
| Investment Earnings Or Losses | $38,723,451 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $58,146,821 | OtherExpendituresAmt |
| Administrative Expenses | $3,256,110 | AdministrativeExpensesAmt |
| End Year Balance | $692,720,651 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $781,177,222 | BeginningYearBalanceAmt |
| Contributions | $9,005,008 | ContributionsAmt |
| Investment Earnings Or Losses | -$12,792,389 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $60,158,634 | OtherExpendituresAmt |
| Administrative Expenses | $4,903,787 | AdministrativeExpensesAmt |
| End Year Balance | $712,327,420 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $664,345,975 | BeginningYearBalanceAmt |
| Contributions | $20,275,908 | ContributionsAmt |
| Investment Earnings Or Losses | $149,318,926 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $48,966,909 | OtherExpendituresAmt |
| Administrative Expenses | $3,796,678 | AdministrativeExpensesAmt |
| End Year Balance | $781,177,222 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $679,367,030 | BeginningYearBalanceAmt |
| Contributions | $5,623,899 | ContributionsAmt |
| Investment Earnings Or Losses | $50,491,113 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $69,096,486 | OtherExpendituresAmt |
| Administrative Expenses | $2,039,581 | AdministrativeExpensesAmt |
| End Year Balance | $664,345,975 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $649,592,739 | BeginningYearBalanceAmt |
| Contributions | $4,719,612 | ContributionsAmt |
| Investment Earnings Or Losses | $91,466,356 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $62,220,436 | OtherExpendituresAmt |
| Administrative Expenses | $4,191,241 | AdministrativeExpensesAmt |
| End Year Balance | $679,367,030 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.29000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.45000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,470,117 | OtherCostOrOtherBasisAmt |
| Book Value | $46,470,117 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $457,811,545 | OtherCostOrOtherBasisAmt |
| Depreciation | $236,878,929 | DepreciationAmt |
| Book Value | $220,932,616 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $115,690,180 | OtherCostOrOtherBasisAmt |
| Depreciation | $106,301,722 | DepreciationAmt |
| Book Value | $9,388,458 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,167,919 | OtherCostOrOtherBasisAmt |
| Book Value | $20,167,919 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $296,959,110 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $524,061,311 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (10 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Deferred Bond Cost | $128,266 |
| Deferred Loan Cost | $426,103 |
| Gift Annuities | $16,723,633 |
| Interfund Receivable | $449,742,567 |
| Investment in Subsidiary | $97,131,207 |
| Other | $4,581,712 |
| Pension | |
| Pooled Income Funds | $1,700,066 |
| Resident Held Subject to Life Interest | $9,861,748 |
| Various Unitrusts | $8,657,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $588,952,650 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued Long-Term Disability/Retirement | $6,229,979 |
| Deferred Income | $3,455,380 |
| Other Liabilities | $13,288,457 |
| Pension | $3,913,482 |
| Split Interest Agreements | $15,110,483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $41,997,781 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 1a: If organization elected under SFAS 116 to not report are, historical treasures, o | Collections primarily consist of 18th century decorative arts and 19th century folk art, acquired through purchases and contributions since the Foundation's inception. Through the leadership of its Board of Trustees and staff, the Foundation strives to preserve, protect, and maintain the collection in perpetuity. |
| Part III, Line 4: Description of organization's collections and how it furthers its purpose. | The Colonial Williamsburg collection includes more than 60,000 examples of fine, decorative, and mechanical art from the 17th, 18th, and early 19th-centuries. Many of these objects are used to accurately furnish more than thirty historical structures maintained by the Foundation and opened to the public for educational purposes. The balance appear in rotating exhibitions at the Foundation's Abby Aldrich Rockefeller Folk Art Museum and DeWitt Wallace Decorative Arts Museum. The institution also maintains a collection of some 5,000 architectural artifacts. Most are associated with the nearly ninety 18th and early 19th-century structures that survive in Williamsburg's Historic Area. These materials, periodically exhibited to the public, inform our restoration and preservation decisions. Finally, Colonial Williamsburg holds approximately sixty million archaeological artifacts, most excavated in or near the Historic Area. These materials are widely studied by scholars in the United States and abroad. The artifacts are periodically featured in exhibits. |
| Part V, Line 4: Intended uses of the endowment fund. | The Foundation's endowment consists of 283 individual funds restricted for a variety of purposes. The endowment includes both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments. In accordance with the Foundation's Investment Policy, the Foundation appropriates for distribution each year six percent of its endowment fund's average fair market value over the prior 12 quarters through the June 30 preceding the calendar year in which the distribution is planned. The annual withdrawal includes amounts for operations and capital expenditures and amounts utilized in accordance with the terms of donor-restricted and board-designated endowments. The board approved supplemental withdrawals include amounts for debt repayment and interest expense. Withdrawals from the unrestricted portion of the endowment fund may by made with the approval of the Foundation's Board of Trustees. |
| Part X : FIN48 Footnote | There are no material tax positions that the Foundation believes will significantly change within twelve months of December 31, 2023.Parts XI and XII:The Foundation's audited financial statements are prepared on a consolidated basis, so the reconcilations in Parts XI-XII are not required. The Foundation does not include as a functional expense on Form 990 pension-related costs under ASC 740 (formerly FAS 158) or changes in the value of split interest agreements, consistent with the treatment of these items on the Foundation's audited financial statements. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount |
|---|---|---|---|---|---|---|
| Clifford Fleet III | ||||||
| President & CEO | $551,242 | $26,538 | $29,161 | $78,786 | $685,727 | |
| Clifford Mustaafa Dozier | ||||||
| CHRO | $247,225 | $14,541 | $29,254 | $32,691 | $387,711 | $64,000 |
| Earl Granger III | ||||||
| CDO | $350,997 | $577 | $2,635 | $434,209 | $80,000 | |
| Elizabeth Kelly | ||||||
| Vice President | $216,439 | $73,702 | $135,603 | $11,501 | $473,245 | $36,000 |
| Hazel Wong | ||||||
| CLC & Secretary | $283,498 | $44,710 | $19,786 | $27,952 | $449,946 | $74,000 |
| Henry Lai | ||||||
| Vice President | $226,241 | $28,500 | $47,058 | $13,045 | $352,844 | $38,000 |
| Kevin Patrick | ||||||
| CFO & Treasurer | $393,070 | $38,070 | $61,454 | $68,140 | $650,734 | $90,000 |
| Mark Hileman | ||||||
| General Counsel | $36,000 | $36,000 | ||||
| Mia Nagawiecki | ||||||
| Vice President | $214,411 | $22,500 | $9,459 | $23,996 | $305,366 | $35,000 |
| Robert Underwood | ||||||
| Vice President | $210,518 | $68,852 | $69,462 | $54,833 | $439,665 | $36,000 |
| Ronald Hurst | ||||||
| CMO | $301,089 | $6,252 | $109,442 | $24,889 | $526,672 | $85,000 |
| Samuel Rucker | ||||||
| Vice President | $246,293 | $11,319 | $65,391 | $32,299 | $395,302 | $40,000 |
| Sani Silvennoinen | ||||||
| CDO | $223,845 | $5,223 | $13,261 | $22,773 | $265,102 | |
| Shaun Coleman | ||||||
| Vice President | $85,247 | $79,452 | $6,253 | $7,355 | $290,036 | $111,729 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | FormAndLineReferenceDesc |
| Explanation | In 2023, the Foundation required the President to live in a house in the Historic Area to better facilitate the performance of his duties, and the house was provided free. Value of the housing in included on Schedule J as a nontaxable benefit.Golf and fitness club memberships at Colonial Williamsburg facilities are provided without charge to certain officers and employees to better facilitate performance of their duties. The value of the membership is included on Schedule J as a nontaxable benefit. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Williamsburg Developments | |||
| Share offcr/trus | $105,481 | Lease, interest | false |
| Colonial Williamsburg Co | |||
| Shares trustee | $37,751,634 | Mgmt fee,lease,interest | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 74 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,297,543 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 90 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,812,574 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32, Hire and Use of Third Parties | FormAndLineReferenceDesc |
| Explanation | When collections are deaccessioned, Colonial Williamsburg either gives or sells them to another museum or sends them to auction houses for sale so the best price can be realized. Collections are deaccessioned according to clear criteria outlined in our Collection Management Policy. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | Clifford Fleet, Kevin Patrick, Hazel Wong, Conrad M. Hall, Walfrido Martinez, Carly Fiorina, John A. Luke, Jr., Joseph Montgomery, Walter Robertson, III, Larry Sonsini and Henry Wolf have a business relationship with a related party. |
| Form 990, Part VI, Section B, Line 11b | Form 990 is prepared by the Foundation's finance staff with assistance from other members of management as needed to ensure completeness and accuracy. The entire form and all schedules are reviewed during preparation and after completion by the Controller, followed by higher-level reviews by the Vice President of Finance and the Chief Financial Officer. Prior to filing with the IRS, a copy of the Foundation's final Form 990 (including required schedules) is provided in paper or electronic format to each member of the Board of Trustees. |
| Form 990, Part VI, Section B, Line 12c | Trustees receive and sign a conflict of interest disclosure form annually. Any conflicts that might arise during a member's Board tenure are disclosed to and addressed by the Board. Additionally, any trustee with a conflict in connection with any matter before the Board is required to disclose the conflict and is not permitted to take part in any vote with respect to the matter. Members of management receive a copy of the Foundation's conflict of interest policy and sign a disclosure form annually. The Foundation's General Counsel reviews management's annual conflict on interest disclosure forms to assure that compensating controls are put in place to mitigate or eliminate any identified conflict. |
| Form 990, Part VI, Section B, Line 15b | Compensation of the CEO and other officers of the organization is determined by the Human Resources Committee of the Board of Trustees. In its review and approval process, the members of the Human Resources Committee considered the report of an independent compensation consulting firm that was retained to compare the compensation of the CEO and other officers with that of incumbents in similar positions at comparable organizations. The compensation consulting firm produced a detailed report based on its review of data from compensation surveys, including one specific to not-for-profit organizations that include data from organizations similar to Colonial Williamsburg in mission and size. The review and approval process of the Human Resouces Committee is documented in the minutes of the Committee's meeting. |
| Form 990, Part VI, Section C, Line 19 | In compliance with federal and state disclosure requirements. |
| Form 990, Part XI, Line 9 | Change in value of Split Interest Agreements = $1153683 |
| Form 990, Part XI, Line 9 | Eliminate FAS 158 Adjustment = -$20259943 |
| FOUNDATION'S 2023 MILESTONES | The Foundations significant 2023 milestones, listed in chronological order:The Williamsburg Bray School, the oldest known building in the United States in which enslaved and free Black children were formally educated, moved from its location on the campus of William & Mary to Colonial Williamsburgs Historic Area. It is the 89th original structure restored by the Foundation and the first original 18th-century structure to be added to the Historic Area since the 1940s. Rediscovery and restoration of the Bray School highlights the complicated intersection of education, religion, race and slavery in 18th-century Williamsburg.Colonial Williamsburg was awarded reaccreditation for the next 10 years by The American Alliance of Museums.Colonial Williamsburg welcomed representatives from around the country for A Common Cause to All, the nations kickoff of Americas 250th anniversary planning. The weekend culminated on Sunday, March 12, when participants joined Thomas Jefferson (portrayed by Kurt Smith) in a symbolic gathering at the Raleigh Tavern, the site of Virginias 1773 resolution to create the committees of correspondence.Members of the community and the First Baptist Church congregation gathered in the Stryker Center to hear the details of the DNA, osteological, and archaeological analyses of the three burials that were excavated over the summer at the site of First Baptist Churchs first church building on Nassau Street.Groundbreaking ceremony for the Colin G. and Nancy N. Campbell Archaeology Center was held across the street from the Art Museums of Colonial Williamsburg.Administrative staff moved back into the historic Goodwin Building after a multi-year restoration.The Colonial Williamsburg Bookstore opened in Merchants Square. The bookstore, dedicated to selling Colonial Williamsburg publications, is located on the second floor at 440 West Duke of Gloucester Street.The Williamsburg Institute is launched with a panel including 18th-century leaders Thomas Jefferson, James Madison, and the Rev. Gowan Pamphlet discussing navigating political shifts and differing ideologies. The Institute is a collaboration between leaders of Colonial Williamsburg and William & Mary with the objective of building a more effective, engaged, civil and inclusive society. Colonial Williamsburg launched a comprehensive fundraising campaign, The Power of Place, tied to the 100th anniversary of the Foundation and the nations 250th anniversary.Colonial Williamsburg hosted the first I made this: Black Artists & Artisans Conference, exploring the lives and work of Black Artists and Artisans from the 18th to 20th centuries. Highlights of national media coverage in 2023 include: Building a Better Colonial Williamsburg The New York Times Gold Coins, a Toothbrush and a Bullet in the Spine Mark Civil War Graves - The Washington Post Inside The Excavation of One of the 1st Black Churches in US - The Today Show In Colonial Williamsburg, Thieving Rats Save History - Atlas Obscura Experts Link Graves to One of the Nations Oldest Black Churches - The Associated Press Carly Fiorina: Americas 250th Needs American Business - Fortune School building for Black children in 1700s moves to Colonial Williamsburg - The Washington Post |
| Statement of Program Service Accomplishments | The 2023 990 filing highlights significant achievements in The Colonial Williamsburg Foundations (Foundation) work to tell a complete story of Americas founding generation. The filing represents thoughtful monitoring of expenses and investments tied to the Foundations Strategic Plan, support for its dedicated employees, funding for new projects that explore the rich history of the period, and investment in the Foundations expanding reach as a global educational resource for teachers, students and history enthusiasts interested in Americas earliest years. Approximately 80 percent of the Foundations annual funding comes from charitable donations. In the fall of 2023, the Foundation launched the public phase its Power of Place fundraising campaign to raise $600 million by 2027. The Foundation reported a record fundraising year with more than $103 million received in new gifts and new commitments. The campaigns ambitious financial goal supports Colonial Williamsburgs educational mission, and provide financial stability and resources to more effectively reach people onsite and online. Thoughtful allocation of these important resources greatly aids the Foundations work to tell the complete story of the American Revolutionary era. The Power of Place campaign supports major initiatives in three key groupings consisting of preservation, education and civic engagement: Preservation Priority Projects The Colin G. and Nancy N. Campbell Archaeology Center and CW Archaeology The Magazine and Military Programs Randolph Stable and Rare Breeds African Baptist Meeting House and Burial Ground (formerly known as First Baptist Church)Williamsburg Bray School Custis Square The Goodwin Building Education Priority Projects American Indian Initiative Museum Theater Historic Farming and Gardening Civic Engagement Priority Projects Colonial Williamsburg Innovation Studios History.org Bob and Marion Wilson Teacher Institute Center Through philanthropic support, Colonial Williamsburg relocated the Williamsburg Bray School from the campus of William & Mary to its new home within the Historic Area. The school is the oldest known building used for the education of enslaved and free Black children in the United States. Established in 1760 by the Associates of Dr. Bray, an Anglican charity based in England, the schools faith-based curriculum justified slavery and encouraged those who were enslaved to accept their status. The building is undergoing a complete restoration and, when complete in early 2025, will be used for educational programming as part of Colonial Williamsburgs commitment to telling the complete story of Americas founding generation. The building is the Foundations 89th original structure and the first to be added to the Historic Area since the 1940s.The Williamsburg Bray School and adjacent African Baptist Meeting House and Burial Ground (formerly known as First Baptist Church) projects represent a valuable partnership between the Foundation, William & Mary and the Williamsburg descendant community who can trace their ancestry to one or both buildings. The descendant community is helping shape programming that will tell the stories of the people who studied and worshiped at these important institutions. Combined with generous support from donors and philanthropic organizations, Colonial Williamsburg is uncovering history that has not yet been told. Educational programming drives the Foundations work and is guided by a newly implemented interpretive plan that integrates programming at core sites in the Historic Area. In 2023, the plan was implemented at three sites: the Capitol, Armoury and Courthouse. Additional sites will be added in the coming months. The plan incorporates a peer-review component consisting of historians and other content experts to ensure accuracy of the materials. The New York Times reported on the work underway at Colonial Williamsburg in a feature article published on May 8 entitled Building a Better Williamsburg that delves into the Foundations presentation of fact-based programming. Several significant articles published in 2023 about the work underway at Colonial Williamsburg are included at the end of this summary.Additionally, the Foundations reach is growing rapidly in the digital realm through the establishment of Colonial Williamsburgs Innovation Studios. Through digital storytelling, Innovation Studios is expanding the Foundations online resources with compelling content about the lives of ordinary and extraordinary residents of Virginias colonial capital. This work is critically important for teachers, students and guests who cant visit in person and sets the Foundation on a path to becoming the worlds largest online US history museum. An example of this work is the result of a partnership between the Bob and Marion Wilson Teacher Institute, the Innovation Studios team and Emmy Award-winning media production company Baker & Hill to create a series of videos and lesson plans on the subject of community for early elementary school-aged children. The videos explore 18th-century Williamsburg through an animated series of videos entitled What the Huzzah is That? Each video highlights a different facet of community through an object of everyday life a ball, a slate, a hearth, and the Market House which is located within Colonial Williamsburgs Historic Area. The videos support children learning about community membership, then and now, and everyday life in the past two topics taught in K-2 classrooms across the country.This year, the Teacher Institute reached a record 2,300 teachers in onsite, online and offsite programming. The Foundation estimates that the Teacher Institute impacted nearly 205,000 learners in 2023. Combined with other metrics developed by Colonial Williamsburg as part of a methodology to measure the Foundations educational impact, the Foundation reached nearly 20.3 million people through its mission-oriented programs and materials. The marketing team also launched a new brand strategy and creative platform called The Revolution is Here that includes a robust digital advertising campaign and onsite signage. Major preparations began in 2023 to establish Colonial Williamsburg as a national leader in planning for the upcoming 250th anniversary of Americas founding in 2026. This work falls squarely within Colonial Williamsburgs exploration of the years leading up to the American Revolution. Hosting the first of several nationwide planning sessions that will take place over the next few years, the Foundation and Virginias planning organization, VA250, welcomed delegations from more than 30 states to Williamsburg in March 2023 to discuss how to best commemorate the upcoming milestone.Internally, 2023 marked a significant investment in the Foundations staff. Early in the year, the Foundations People, Talent and Culture team implemented a job architecture and compensation program to organize and classify jobs based on the nature of work and the level at which it is performed. Additionally, it established a comprehensive performance management program that aligns goals from across the Foundation and instituted a structured annual salary increase program to reward exemplary performance. The Foundation also established an online training program to aid employees seeking professional development opportunities.2023 was a year of inspiring progress for the Foundation from moving the Bray School to the Historic Area in the first quarter to launching our transformative Power of Place fundraising campaign in the fourth. Month after month, we reached important milestones in our educational work, expanding our impact while continuing to improve our financial conditions and the wellbeing of our dedicated employees. |
| Statement Note 1 | Charitable Contributions Carryforward Schedule: 2019 Charitable Contributions Expiring 12/31/24 51,0252020 Charitable Contributions Expiring 12/31/25 113,5842021 Charitable Contributions Expiring 12/31/26 445,0002022 Charitable Contributions Expiring 12/31/27 109,5002023 Charitable Contributions Expiring 12/31/28 376,500 Amount Available for Carryforward at 12/31/22 1,095,609 |
| Statement Note 2 | Line 4: Average Acquisition DebtPrincipal Balance 1/1/2023 12/31/2023 Average College Corner 3,517,036 3,517,036 3,517,036Leased Prop 141,261,107 136,261,107 138,761,107Tax Credit 35,248,946 35,248,946 35,248,946Line 5: Average Adjusted BasisPrincipal Balance 1/1/2023 12/31/2023 AverageCollege Corner 3,370,572 3,212,352 3,291,462Leased Prop 61,835,231 60,240,637 61,037,934Tax Credit 18,543,624 17,673,753 18,108,688 |
| Statement Note 3 | Schedule A: Administrative FeeNet Operating Loss DeductionYear Original Loss Loss Utilized Loss Available12/31/2018 $164,652 $15,557 $149,09512/31/2020 12,493 0 12,49312/31/2021 148,100 0 148,100Net Operating Loss Available $309,688 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charltons Coffeehouse LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 134 N Henry Street | AddressLine1Txt |
| City | Williamsburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Property acquisition | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CWF | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Colonial Williamsburg Company | ||||||||||||
| 134 N Henry Street | Williamsburg | VA | 23185 | 541254106 | Hotel/Restaurant | VA | CWF | C corp | -$14,975,358 | $12,810,361 | 1.00000 | Yes (true) |
| Williamsburg Developments Inc | ||||||||||||
| 134 N Henry Street | Williamsburg | VA | 23185 | 541598949 | Land development | VA | CWC | C corp | -$181,214 | $5,299 | 1.00000 | Yes (true) |
| Nancy B Spillance CRUT | ||||||||||||
| c/o RBC Trust PO Box 15 | Wilmington | DE | 19580 | 546505176 | Investment | DE | NA | Trust | $13,163 | 0.24000 | false | |
| Kathryn Mae Renner CRT | ||||||||||||
| c/o Washington Trust Bank | Spokane | WA | 99210 | 516595638 | Investment | CA | NA | Trust | $287,575 | 0.43000 | false | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | 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 | Yes (true) | 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 | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Colonial Williamsburg Company | ||
| a | $15,119,536 | FMV |
| Colonial Williamsburg Company | ||
| d | $42,910,481 | FMV |
| Colonial Williamsburg Company | ||
| j | $170,329 | FMV |
| Colonial Williamsburg Company | ||
| l | $8,576,658 | FMV |
| Colonial Williamsburg Company | ||
| m | $14,421,693 | FMV |
| Williamsburg Developments Inc | ||
| a | $3,379 | FMV |
| Williamsburg Developments Inc | ||
| d | $167,248 | FMV |
| Williamsburg Developments Inc | ||
| l | $100,077 | FMV |