COLONIAL WILLIAMSBURG FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- COLONIAL WILLIAMSBURG FOUNDATION (EIN 54-0505888)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202323179349302897
- Schema version
- 2022v5.0
- 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 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 | 2023-11-13T07:47:09-08:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | Kevin Patrick | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Kevin | PersonFirstNm |
| Person Last | Patrick | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Kevin Patrick | PrincipalOfficerNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $583,369,874 | 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 | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 1151 | TotalEmployeeCnt |
| Total Volunteers | 607 | TotalVolunteersCnt |
| Total Gross UBI | $5,572,559 | TotalGrossUBIAmt |
| PY Contributions Grants | $70,972,947 | PYContributionsGrantsAmt |
| CY Contributions Grants | $52,528,341 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,273,210 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $31,682,862 | CYProgramServiceRevenueAmt |
| PY Investment Income | $72,237,567 | PYInvestmentIncomeAmt |
| CY Investment Income | $31,685,584 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$3,394,532 | PYOtherRevenueAmt |
| CY Other Revenue | -$588,552 | CYOtherRevenueAmt |
| PY Total Revenue | $164,089,192 | PYTotalRevenueAmt |
| CY Total Revenue | $115,308,235 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,878 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $55,730,048 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $51,271,830 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,561,725 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $55,479,097 | PYOtherExpensesAmt |
| CY Other Expenses | $62,773,381 | CYOtherExpensesAmt |
| PY Total Expenses | $111,219,023 | PYTotalExpensesAmt |
| CY Total Expenses | $114,045,211 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $52,870,169 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,263,024 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,685,638,784 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,661,208,452 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $380,632,423 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $386,370,323 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,305,006,361 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,274,838,129 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | See Schedule O for information. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $53,208,813 | ExpenseAmt |
| Revenue | $19,091,385 | 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 | $15,682,302 | ExpenseAmt |
| Revenue | $421,243 | 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 | $13,302,024 | ExpenseAmt |
| Revenue | $11,346,512 | 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 | $82,193,139 | 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 | Yes (true) | 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 | 252 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1151 | 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 (44 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) | $577,470 | $0 | $118,202 |
| Kevin Patrick | |||||||
| CFO | 50.00 | 0.00 | Yes (X) | $546,119 | $0 | $112,537 | |
| Elizabeth Kelly | |||||||
| Vice President | 50.00 | 0.00 | Yes (X) | $359,150 | $0 | $175,663 | |
| Ronald Hurst | |||||||
| Senior VP | 50.00 | 0.00 | Yes (X) | $387,692 | $0 | $125,927 | |
| Earl Granger III | |||||||
| CDO | 50.00 | 0.00 | Yes (X) | $464,921 | $0 | $26,643 | |
| Robert Underwood | |||||||
| Vice President | 50.00 | 0.00 | Yes (X) | $348,161 | $0 | $102,950 | |
| Samuel Rucker | |||||||
| Vice President | 50.00 | 0.00 | Yes (X) | $334,789 | $0 | $107,064 | |
| Shaun Coleman | |||||||
| Vice President | 50.00 | 0.00 | Yes (X) | $382,441 | $0 | $55,300 | |
| Hazel Wong | |||||||
| General Counsel | 50.00 | 0.00 | Yes (X) | $355,485 | $0 | $41,077 | |
| Henry Lai | |||||||
| Vice President | 50.00 | 0.00 | Yes (X) | $327,315 | $0 | $52,122 | |
| Cifford Mustaafa Dozier | |||||||
| CHRO | 50.00 | 0.00 | Yes (X) | $247,825 | $0 | $63,554 | |
| Catherine Whittenburg | |||||||
| Vice President | 50.00 | 0.00 | Yes (X) | $244,826 | $0 | $56,750 | |
| Dana Tomlin | |||||||
| Chief of Staff | 50.00 | 0.00 | Yes (X) | $246,834 | $0 | $38,363 | |
| Sani Silvennoinen | |||||||
| Director | 50.00 | 0.00 | $211,344 | $0 | $30,825 | ||
| Felicia Johnson | |||||||
| Director | 50.00 | 0.00 | $167,747 | $0 | $50,372 | ||
| Matthew Webster | |||||||
| Director | 50.00 | 0.00 | $164,611 | $0 | $49,097 | ||
| Brian Partlow | |||||||
| Director | 50.00 | 0.00 | $164,962 | $0 | $35,667 | ||
| Kristin Richardson | |||||||
| Director | 50.00 | 0.00 | $162,923 | $0 | $36,786 | ||
| Diane Branch | |||||||
| Vice President | 0.00 | 50.00 | Yes (X) | $0 | $149,979 | $10,021 | |
| Gary Sandling | |||||||
| Vice President | 50.00 | 0.00 | Yes (X) | $78,165 | $0 | $1,704 | |
| Mia Nagawiecki | |||||||
| Vice President | 50.00 | 0.00 | Yes (X) | $73,791 | $0 | $5,153 | |
| Mark Hileman | |||||||
| General Counsel | 0.00 | 0.00 | $54,000 | $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 | |
| Catherine 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 | |
| Sheila Johson | |||||||
| 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 Sonsini | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Sheldon M Stone | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Y Ping Sun | |||||||
| 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 | $5,900,571 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $149,979 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,295,777 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 52 | 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 |
|---|---|---|---|---|---|
| WFF Facility Services | |||||
| 211 S Jefferson Ave | St Louis | MO | 63103 | Facilities mgmt | $3,502,172 |
| Brightview Landscape Services | |||||
| PO Box 740655 | Atlanta | GA | 30374 | Landscape maintenance | $1,130,576 |
| Clark Nexsen Inc | |||||
| 4525 Main Street | Virginia Beach | VA | 23462 | Architects & Engineers | $636,225 |
| Anthem Plans of Virginia | |||||
| 3075 Vandercar Way | Cincinnati | OH | 45209 | Administrative Fee | $582,470 |
| McGuire Woods LLP | |||||
| 901 East Cary Street | Richmond | VA | 23219 | Legal | $498,809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,601,448 | GovernmentGrantsAmt |
| All Other Contributions | $50,926,893 | AllOtherContributionsAmt |
| Noncash Contributions | $13,079,019 | NoncashContributionsAmt |
| Total Contributions | $52,528,341 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Admissions | 611600 | $16,206,646 | $16,206,646 | |
| Historic Area Rentals | 531110 | $836,134 | $836,134 | |
| Special Programs | 611600 | $3,293,570 | $3,293,570 | |
| Taverns & Colonial Houses | 722100 | $11,346,512 | $11,346,512 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $31,682,862 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,927,979 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,765,673 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,162,306 | 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 | $606,309 | TotalRevenueColumnAmt |
| Exclusion | $606,309 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,395,820 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $20,795,208 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$4,399,388 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,399,388 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$4,865,733 | UnrelatedBusinessRevenueAmt |
| Exclusion | $466,345 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $469,096,965 | SecuritiesAmt |
| Other | $1,837,364 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $446,080,577 | SecuritiesAmt |
| Other | $1,096,147 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,016,388 | SecuritiesAmt |
| Other | $741,217 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,757,605 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$98,063 | UnrelatedBusinessRevenueAmt |
| Exclusion | $23,855,668 | 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 | $102,118 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $89,707 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,411 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,411 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Advertising | 323100 | $87,777 | $87,777 | |
| Other | 900099 | $2,915,033 | $8,682,905 | -$5,767,872 |
| Parking Fees | 812930 | $189,306 | $189,306 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,192,116 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $115,308,235 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,859,139 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,572,559 | UnrelatedBusinessRevenueAmt |
| Exclusion | $26,348,196 | 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 | $6,057,989 | TotalAmt |
| Program Services | $1,946,560 | ProgramServicesAmt |
| Management And General | $3,619,865 | ManagementAndGeneralAmt |
| Fundraising | $491,564 | 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 | $37,091,152 | TotalAmt |
| Program Services | $25,431,592 | ProgramServicesAmt |
| Management And General | $8,845,026 | ManagementAndGeneralAmt |
| Fundraising | $2,814,534 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $306,683 | TotalAmt |
| Management And General | $306,683 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,443,549 | TotalAmt |
| Program Services | $3,444,414 | ProgramServicesAmt |
| Management And General | $619,217 | ManagementAndGeneralAmt |
| Fundraising | $379,918 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,372,457 | TotalAmt |
| Program Services | $1,926,858 | ProgramServicesAmt |
| Management And General | $1,212,918 | ManagementAndGeneralAmt |
| Fundraising | $232,681 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,341,618 | TotalAmt |
| Program Services | $11,341,618 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $659,928 | TotalAmt |
| Management And General | $659,928 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,580 | TotalAmt |
| Management And General | $214,580 | 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 | $4,972,667 | TotalAmt |
| Program Services | $4,972,667 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$7,360,214 | TotalAmt |
| Program Services | $1,370,094 | ProgramServicesAmt |
| Management And General | -$8,730,308 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,603,530 | TotalAmt |
| Program Services | $2,419,235 | ProgramServicesAmt |
| Management And General | $57,230 | ManagementAndGeneralAmt |
| Fundraising | $127,065 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,993,016 | TotalAmt |
| Program Services | $1,792,959 | ProgramServicesAmt |
| Management And General | $645,287 | ManagementAndGeneralAmt |
| Fundraising | $2,554,770 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,688,331 | TotalAmt |
| Program Services | $167,965 | ProgramServicesAmt |
| Management And General | $2,510,556 | ManagementAndGeneralAmt |
| Fundraising | $9,810 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,191 | TotalAmt |
| Program Services | $1,191 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,468,461 | TotalAmt |
| Program Services | $3,662,470 | ProgramServicesAmt |
| Management And General | $803,796 | ManagementAndGeneralAmt |
| Fundraising | $2,195 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $269,733 | TotalAmt |
| Program Services | $153,999 | ProgramServicesAmt |
| Management And General | $57,681 | ManagementAndGeneralAmt |
| Fundraising | $58,053 | 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 | $531,389 | TotalAmt |
| Program Services | $236,967 | ProgramServicesAmt |
| Management And General | $292,356 | ManagementAndGeneralAmt |
| Fundraising | $2,066 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,649,883 | TotalAmt |
| Program Services | $783,836 | ProgramServicesAmt |
| Management And General | $5,866,047 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,106,049 | TotalAmt |
| Program Services | $6,749,160 | ProgramServicesAmt |
| Management And General | $1,347,240 | ManagementAndGeneralAmt |
| Fundraising | $9,649 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $870,480 | TotalAmt |
| Program Services | $870,480 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Maintenance & Repairs | $7,120,355 | $5,113,556 | $2,006,799 | |
| Contracted Services | $5,889,198 | $2,135,176 | $3,580,715 | $173,307 |
| Equipment Rental & Maintenance | $3,047,644 | $2,860,281 | $181,732 | $5,631 |
| Miscellaneous | $2,931,588 | $2,454,606 | $402,973 | $74,009 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,773,954 | TotalAmt |
| Program Services | $2,357,455 | ProgramServicesAmt |
| Management And General | -$209,974 | ManagementAndGeneralAmt |
| Fundraising | $626,473 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,045,211 | TotalAmt |
| Program Services | $82,193,139 | ProgramServicesAmt |
| Management And General | $24,290,347 | ManagementAndGeneralAmt |
| Fundraising | $7,561,725 | 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 | $40,029,691 | BOYAmt |
| EOY | $49,817,988 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,601,728 | BOYAmt |
| EOY | $15,489,610 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,171,730 | BOYAmt |
| EOY | $4,887,034 | 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 | $1,482,473 | BOYAmt |
| EOY | $1,684,955 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,207,687 | BOYAmt |
| EOY | $2,780,852 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $628,669,667 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $334,316,979 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,506,711 | BOYAmt |
| EOY | $294,352,688 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $229,873,821 | BOYAmt |
| EOY | $146,983,429 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $551,303,403 | BOYAmt |
| EOY | $565,343,991 | 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 | $559,305,804 | BOYAmt |
| EOY | $579,712,169 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,685,638,784 | BOYAmt |
| EOY | $1,661,208,452 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,978,773 | BOYAmt |
| EOY | $17,646,230 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,000,000 | BOYAmt |
| EOY | $13,000,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,459,011 | BOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,505,878 | BOYAmt |
| EOY | $317,397,662 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,688,761 | BOYAmt |
| EOY | $38,326,431 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,632,423 | BOYAmt |
| EOY | $386,370,323 | 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 | $783,809,997 | BOYAmt |
| EOY | $782,558,312 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $521,196,364 | BOYAmt |
| EOY | $492,279,817 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,305,006,361 | BOYAmt |
| EOY | $1,274,838,129 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,685,638,784 | BOYAmt |
| EOY | $1,661,208,452 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,263,024 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$37,805,707 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $6,374,451 | 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 | $41,514,268 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,605,515 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,317,540 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $70,972,947 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,528,341 | CurrentTaxYearAmt |
| Total | $255,938,611 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,436,016 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,302,465 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,364,383 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,273,210 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,682,862 | CurrentTaxYearAmt |
| Total | $138,058,936 | 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 | $76,950,284 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,907,980 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64,681,923 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $95,246,157 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $84,211,203 | CurrentTaxYearAmt |
| Total | $393,997,547 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,156,457 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,522,616 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,018,065 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,817,351 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,218,378 | CurrentTaxYearAmt |
| Total | $23,732,867 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $946,713 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $949,762 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $808,587 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,116,824 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,028,462 | CurrentTaxYearAmt |
| Total | $4,850,348 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,103,170 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,472,378 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,826,652 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,934,175 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,246,840 | CurrentTaxYearAmt |
| Total | $28,583,215 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $365,414,332 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,727,799 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,102,505 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,710,568 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,024,074 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,442,920 | CurrentTaxYearAmt |
| Total | $76,007,866 | 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 | $13,727,799 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,102,505 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,710,568 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,024,074 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,442,920 | CurrentTaxYearAmt |
| Total | $76,007,866 | 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 | $3,993,194 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,965,732 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,466,243 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,412,132 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,192,116 | CurrentTaxYearAmt |
| Total | $15,029,417 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,671,277 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $94,976,217 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,858,734 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $111,682,363 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $102,846,239 | CurrentTaxYearAmt |
| Total | $485,034,830 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.75340 | PublicSupportCY509Pct |
| Public Support PY509 | 0.75380 | PublicSupportPY509Pct |
| Investment Income CY | 0.15670 | InvestmentIncomeCYPct |
| Investment Income PY | 0.14820 | 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 | $7,078 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $7,078 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $82,186,061 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $82,193,139 | 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 | $5,998 | CurrentYearMinus3Amt |
| Current Year Minus2 | $4,740 | CurrentYearMinus2Amt |
| Current Year Minus1 | $3,710 | CurrentYearMinus1Amt |
| Current Year | $7,078 | CurrentYearAmt |
| Total | $21,526 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $693,723,161 | BeginningYearBalanceAmt |
| Contributions | $8,341,449 | ContributionsAmt |
| Investment Earnings Or Losses | $12,519,965 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $62,255,892 | OtherExpendituresAmt |
| Administrative Expenses | $2,735,944 | AdministrativeExpensesAmt |
| End Year Balance | $649,592,739 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.31000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.43000 | 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 | $45,425,717 | OtherCostOrOtherBasisAmt |
| Book Value | $45,425,717 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $453,393,559 | OtherCostOrOtherBasisAmt |
| Depreciation | $225,531,634 | DepreciationAmt |
| Book Value | $227,861,925 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $119,210,279 | OtherCostOrOtherBasisAmt |
| Depreciation | $109,072,957 | DepreciationAmt |
| Book Value | $10,137,322 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,640,112 | OtherCostOrOtherBasisAmt |
| Depreciation | -$287,612 | DepreciationAmt |
| Book Value | $10,927,724 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $294,352,688 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $565,343,991 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (10 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Deferred Bond Cost | $139,926 |
| Deferred Loan Cost | $673,096 |
| Gift Annuities | $15,390,532 |
| Interfund Receivable | $429,068,365 |
| Investment in Subsidiary | $97,131,207 |
| Other | $3,970,933 |
| Pension | $14,025,769 |
| Pooled Income Funds | $1,587,363 |
| Resident Held Subject to Life Interest | $9,861,748 |
| Various Unitrusts | $7,863,230 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $579,712,169 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued Long-Term Disability/Retirement | $6,739,789 |
| Deferred Income | $3,647,608 |
| Other Liabilities | $13,171,647 |
| Split Interest Agreements | $14,767,387 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $38,326,431 | 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 269 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, 2022.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 | 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 | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Brian Partlow | |||||||||||
| Director | $131,592 | $7,870 | $25,500 | $13,307 | $22,360 | $200,629 | |||||
| Catherine Whittenburg | |||||||||||
| Vice President | $186,877 | $47,984 | $9,965 | $28,533 | $28,217 | $301,576 | |||||
| Cifford Mustaafa Dozier | |||||||||||
| CHRO | $206,119 | $31,855 | $9,851 | $34,642 | $28,912 | $311,379 | |||||
| Clifford Fleet III | |||||||||||
| President & CEO | $551,242 | $26,228 | $25,227 | $92,975 | $695,672 | ||||||
| Dana Tomlin | |||||||||||
| Chief of Staff | $179,683 | $46,651 | $20,500 | $13,344 | $25,019 | $285,197 | |||||
| Diane Branch | |||||||||||
| Vice President | $145,091 | $4,888 | $1,222 | $8,799 | $160,000 | ||||||
| Earl Granger III | |||||||||||
| CDO | $344,547 | $117,250 | $3,124 | $23,765 | $2,878 | $491,564 | |||||
| Elizabeth Kelly | |||||||||||
| Vice President | $208,698 | $78,750 | $71,702 | $165,166 | $10,497 | $534,813 | |||||
| Felicia Johnson | |||||||||||
| Director | $153,166 | $8,000 | $6,581 | $27,014 | $23,358 | $218,119 | |||||
| Hazel Wong | |||||||||||
| General Counsel | $288,321 | $33,293 | $33,871 | $15,490 | $25,587 | $396,562 | |||||
| Henry Lai | |||||||||||
| Vice President | $216,815 | $84,000 | $26,500 | $40,083 | $12,039 | $379,437 | |||||
| Kevin Patrick | |||||||||||
| CFO | $376,799 | $131,250 | $38,070 | $51,102 | $61,435 | $658,656 | |||||
| Kristin Richardson | |||||||||||
| Director | $162,923 | $12,493 | $24,293 | $199,709 | |||||||
| Mark Hileman | |||||||||||
| General Counsel | $54,000 | $54,000 | |||||||||
| Matthew Webster | |||||||||||
| Director | $136,111 | $8,000 | $20,500 | $23,106 | $25,991 | $213,708 | |||||
| Robert Underwood | |||||||||||
| Vice President | $237,959 | $78,750 | $31,452 | $51,795 | $51,155 | $451,111 | |||||
| Ronald Hurst | |||||||||||
| Senior VP | $297,592 | $84,000 | $6,100 | $108,950 | $16,977 | $513,619 | |||||
| Samuel Rucker | |||||||||||
| Vice President | $246,450 | $86,800 | $1,539 | $78,122 | $28,942 | $441,853 | |||||
| Sani Silvennoinen | |||||||||||
| Director | $211,344 | $10,322 | $20,503 | $242,169 | |||||||
| Shaun Coleman | |||||||||||
| Vice President | $265,227 | $99,619 | $17,595 | $27,338 | $27,962 | $437,741 | |||||
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 2022, 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 Development | |||
| Share offcr/trus | $73,521 | Lease, interest | false |
| Colonial Williamsburg Co | |||
| Shares trustee | $32,521,313 | 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 | 91 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,534,614 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 87 | ContributionCnt |
| Noncash Contributions Rpt F990 | $11,544,405 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 sell 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 (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, Line 2 | Clifford Fleet, Kevin Patrick, Diane Branch, Hazel Wong, Conrad M. Hall, and Walfrido Martinez 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 = $886300 |
| Form 990, Part XI, Line 9 | Eliminate FAS 158 Adjustment = $5488151 |
| ART MUSEUMS OF COLONIAL WILLIAMSBURG | The Colonial Williamsburg Foundation operates two world-class Art Museums showcasing collections to enhance and enrich the guest experience beyond the living history of the Historic Area. The award-winning DeWitt Wallace Decorative Arts Museum houses the Foundations renowned collection of British and American fine and decorative arts dating from 1600 through 1840. The award-winning Abby Aldrich Rockefeller Folk Art Museum is the oldest institution in the United States dedicated solely to the collection and preservation of American folk art. Colonial Williamsburg also operates Bassett Hall, a two-story, 18th-century frame house situated near the colonial Capitol. Not currently open to the public, the house was the Williamsburg home of Mr. and Mrs. John D. Rockefeller Jr., and retains the original furnishings used by them from 1936-1948. Colonial Williamsburgs holdings in southern furniture, American folk art, English silver and pewter, English porcelain, numismatics, tools, and several other categories are considered the most comprehensive in the nation. Its extensive collections are researched by curators, archaeologists, and architectural historians and cared for by a staff of conservators and historic preservation professionals, all of whom oversee their display and care in the Historic Area and at the Art Museums. Drawing from its collection, Colonial Williamsburg furnishes, maintains, and interprets more than 200 18th-century period rooms and craft shops in the Historic Area.The Art Museums of Colonial Williamsburgs recent 65,000-square-foot expansion and renovation project added a new, highly visible and accessible main entrance, increased exhibition space by 25%, expanded museum caf and retail spaces, and transformed the Hennage Auditorium into a state-of-the-art theater space. Striking landscape plantings of native, disease-resistant flowers, shrubs and trees accentuate the exterior of the enlarged facility.The Art Museums provide hundreds of school and family programs, lectures, tours, and musical and theatrical performances throughout the year in the galleries and Hennage Auditorium. Together, the DeWitt Wallace Decorative Arts Museum and the Abby Aldrich Rockefeller Folk Art Museum opened the following exhibitions in 2022: Restoring Williamsburg. Funded by Thomas and Nancy Baker. Opened April 30 in the Boswell-Carracci Gallery.Making Music in Early America. Funded anonymously. Opened August 20 in the Leckie Gallery.The Art of the Quilter (rotation 2). Funded by the June Horsman Family Trust. Opened on August 20 in the McCarl Gallery.I made this: The Work of Black American Artists and Artisans. Funded by The Americana Foundation. Opened on October 22 in the Blagojevich Gallery (south).Stitched in Time: American Needlework. Funded by the DeWitt Wallace Exhibition Reserve. Opened on November 24 in the Alaimo Gallery. |
| EDUCATION AND HISTORIC RESOURCES | Colonial Williamsburgs Historic Area encompasses 301 acres of greens and gardens and more than 600 structures 89 of them original that range from the formal splendor of the Governors Palace to the utilitarian kitchen garden of the James Geddy site. The Historic Area is protected from modern intrusions by a 2,800-acre greenbelt, and Colonial Williamsburg is accredited as a Level II Arboretum by ArbNet, a global arboretum accreditation program.Historic trades interpretation, dramatic vignettes, interactive programs and encounters with people including Colonial Williamsburgs Nation Builders real historic figures associated with the 18th-century city who made significant contributions to the American story take place throughout the Historic Area, offering an engaging, entertaining guest experience that educates and captures the relevance of early American history in todays world. Homes, public buildings and shops are furnished with objects from Colonial Williamsburgs extensive collection of English and American antiques and reproductions made by skilled artisans employed by the Foundation. Ongoing research by historians and interpreters ensures an accurate representation of 18th-century life in Williamsburg. Exploring the lives of the men, women and children from all backgrounds who lived in 18th-century Williamsburg continues the Foundations commitment to tell a more complete story of Americas founding generation. Colonial Williamsburgs programming continues to evolve as new historic evidence is discovered whether through archaeological excavations or through careful research within the archives of the John D. Rockefeller, Jr. Library. Historical integrity is critical to Colonial Williamsburgs credibility and worldwide reputation, and the Foundations ongoing research and extensive collections serve as an indispensable resource for historians and educators studying 18th-century life in Williamsburg and the surrounding region. Colonial Williamsburgs taverns and colonial houses operate in the Historic Area providing visitors with an interactive experience unique to the 18th century. Ideal for guests who wish to fully immerse themselves in the 18th century, Colonial Williamsburg offers authentic period accommodations in the Historic Area where our founding families once lodged. The colonial houses offer accommodations in colonial style at 28 guest houses, some as small as one room within a tavern and others as large as 16 rooms. Furnished with authentic period reproductions, each colonial house has a unique history and appeal of its own, offering a rare way to experience the restored 18th-century capital of Virginia. Servers in the taverns are in period dress and interpret the 18th-century dining experience. |
| FOUNDATION'S 2022 MILESTONES | The Foundations 2022 milestones include:Architectural preservation work continued at the Williamsburg Bray School in preparation for its move to its permanent location at the corner of Nassau and Francis Streets in February 2023.Having discovered the foundation of the original structure in late 2021, Colonial Williamsburg archaeologists continued working with advisors from the First Baptist Church to research the lives of early 19th-century congregation members.Archaeologists uncovered more than 367,000 artifacts at archaeological sites throughout the Historic Area. The Spraggins Sociable carriage made headlines as the first carriage in the Historic Area to be named after a Black coachman, Benjamin Lewis Spraggins, Sr.Commemorated Juneteenth by participating in the local Juneteenth Community Consortium and offered free admission to our Historic Area and Art Museums for the first time.Welcomed a new Assistant Research Historian, Fallon Burner, who comes to the Foundation as its first historian focusing on Indigenous histories.The Bob and Marion Wilson Teacher Institute welcomed educators from 43 states, sharing innovative, engaging teaching strategies to bring history to life in classrooms across the country. Welcomed lifelong learners to educational conferences throughout the year, hosting five in total. This included Revolutionary Legacies, the first of five For 2026 conferences held in collaboration with the Omohundro Institute of Early American Culture and William & Mary.The windmill moved to its permanent location in the Historic Areas Ewing Field, increasing visitor access to the site that explores Historic Farming.The Rare Breeds program celebrated the birth of 18 lambs and eight foals.Revitalized the Foundations Educational Travel program, exploring the history of various locations throughout the United States and Europe.The John D. Rockefeller, Jr. Library loaned over 9,600 items including books, CDs, DVDs, and VHS recordings to scholars and lifelong learners.Antiques Roadshow premiered three episodes featuring locations throughout the Historic Area and Art Museums. |
| Statement of Program Service Accomplishments | ABOUT COLONIAL WILLIAMSBURGThe Colonial Williamsburg Foundation is a nonprofit 501(c)(3) educational institution and the worlds largest U.S. history museum. Here, visitors engage in immersive 18th-century experiences and learn about real people of the past from all walks of life who lived and worked in Williamsburg on the eve of the American Revolution. In addition to researching and interpreting the histories of those who built America, the Foundation preserves an extensive collection of 18th-century buildings and artifacts, operates two world-class art museums, conducts archaeological research, provides educational support to teachers, and offers a variety of digital and in-person programming. Founded in 1926 by philanthropist John D. Rockefeller, Jr. and the Rev. Dr. W.A.R. Goodwin, rector of Bruton Parish Church, The Colonial Williamsburg Foundation was intended to educate and inspire future generations. Today, nearly 100 years later, that educational mission still fuels the work of the Foundation.Support for Colonial Williamsburgs operations comes from donations, ticketed admission, sales of trade products and licensed reproductions, taverns and restaurants, publications, property rentals, and hospitality and convention services. In accordance with board policies, support is provided annually from the Foundations endowment for educational and museum programs, as well as Historic Area preservation and restoration. The Colonial Williamsburg Foundation maintains a strong online presence. Live-stream and recorded programming provide entertaining and educational content for millions of online viewers. Work in this digital space continues through the Foundations Innovation Studios initiative that is developing new ways to digitally extend its reach as an educational resource far beyond its geographic footprint. |
| Statement Note 1 | Charitable Contributions Carryforward Schedule: 2017 Charitable Contributions Expiring 12/31/22 $ 1,0652019 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 12/31/27 109,500 720,1742017 Charitable Contributions Expiring 12/31/22 (1,065) Amount Available for Carryforward at 12/31/22 719,109 |
| Statement Note 2 | Line 4: Average Acquisition DebtPrincipal Balance 1/1/2022 12/31/2022 Average College Corner 4,688,300 3,535,036 4,102,668Leased Prop 158,296,038 141,261,107 149,778,573Tax Credit 35,248,946 35,248,946 35,248,946Line 5: Average Adjusted BasisPrincipal Balance1/1/2022 12/31/2022 AverageCollege Corner 3,535,300 3,370,676 3,453,124Leased Prop 65,220,649 61,835,231 63,527,940Tax Credit 19,421,156 18,543,624 18,982,390 |
| 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 | -$14,876,101 | $18,332,821 | 1.00000 | Yes (true) |
| Williamsburg Developments Inc | ||||||||||||
| 134 N Henry Street | Williamsburg | VA | 23185 | 541598949 | Land development | VA | CWC | C corp | -$125,308 | $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 | $12,966 | 0.26000 | false | |
| Kathryn Mae Renner CRT | ||||||||||||
| c/o Washington Trust Bank | Spokane | WA | 99210 | 516595638 | Investment | CA | NA | Trust | $290,322 | 0.45000 | 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 | $15,313,462 | FMV |
| Colonial Williamsburg Company | ||
| d | $39,550,966 | FMV |
| Colonial Williamsburg Company | ||
| j | $165,948 | FMV |
| Colonial Williamsburg Company | ||
| l | $7,271,903 | FMV |
| Colonial Williamsburg Company | ||
| m | $12,119,759 | FMV |
| Williamsburg Developments Inc | ||
| a | $3,732 | FMV |
| Williamsburg Developments Inc | ||
| d | $92,461 | FMV |
| Williamsburg Developments Inc | ||
| l | $69,789 | FMV |