2023-11-13T07:47:09-08:00 2022-12-31 540505888 COLONIAL WILLIAMSBURG FOUNDATION PO Box 1776 WILLIAMSBURG VA 23187 990 2022-01-01 540505888 Colonial Williamsburg Foundation COLO 7572291000 PO Box 1776 Williamsburg VA 23187 Kevin Patrick CFO 2023-11-13 true Kevin Patrick 999009999 true MARC BERGER BDO USA P01874563 7572207064 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Kevin Patrick PO Box 1776 Williamsburg VA 231871776 583369874 false X www.colonialwilliamsburg.org X 1928 VA 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. 23 20 1151 607 5572559 70972947 52528341 24273210 31682862 72237567 31685584 -3394532 -588552 164089192 115308235 9878 0 0 55730048 51271830 0 7561725 55479097 62773381 111219023 114045211 52870169 1263024 1685638784 1661208452 380632423 386370323 1305006361 1274838129 X See Schedule O for information. false false 53208813 19091385 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. 15682302 421243 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. 13302024 11346512 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. 82193139 true true false true false false false true false true true true false true true true false true false false false false false false false false false false false true false false false false false false false true true true false false true true true true false false true 252 0 true 1151 true true true false false false false true true false 0 false false false false false false false X 23 20 true false false false false false false true true false false true true true true true true true true false AK AL AR CA CO CT DC FL GA HI IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X Mary C Gummo 7572207135 PO Box 1776 Williamsburg VA 231871776 Clifford Fleet III President & CEO 65.00 0.00 X X 577470 0 118202 Kevin Patrick CFO 50.00 0.00 X 546119 0 112537 Elizabeth Kelly Vice President 50.00 0.00 X 359150 0 175663 Ronald Hurst Senior VP 50.00 0.00 X 387692 0 125927 Earl Granger III CDO 50.00 0.00 X 464921 0 26643 Robert Underwood Vice President 50.00 0.00 X 348161 0 102950 Samuel Rucker Vice President 50.00 0.00 X 334789 0 107064 Shaun Coleman Vice President 50.00 0.00 X 382441 0 55300 Hazel Wong General Counsel 50.00 0.00 X 355485 0 41077 Henry Lai Vice President 50.00 0.00 X 327315 0 52122 Cifford Mustaafa Dozier CHRO 50.00 0.00 X 247825 0 63554 Catherine Whittenburg Vice President 50.00 0.00 X 244826 0 56750 Dana Tomlin Chief of Staff 50.00 0.00 X 246834 0 38363 Sani Silvennoinen Director 50.00 0.00 211344 0 30825 Felicia Johnson Director 50.00 0.00 167747 0 50372 Matthew Webster Director 50.00 0.00 164611 0 49097 Brian Partlow Director 50.00 0.00 164962 0 35667 Kristin Richardson Director 50.00 0.00 162923 0 36786 Diane Branch Vice President 0.00 50.00 X 0 149979 10021 Gary Sandling Vice President 50.00 0.00 X 78165 0 1704 Mia Nagawiecki Vice President 50.00 0.00 X 73791 0 5153 Mark Hileman General Counsel 0.00 0.00 54000 0 0 Carly Fiorina Chair 4.00 0.00 X 0 0 0 Kendrick F Ashton Jr Trustee 2.00 0.00 X 0 0 0 Frank Batten Jr Trustee 2.00 0.00 X 0 0 0 Catherine O'Neill Broderick Trustee 2.00 0.00 X 0 0 0 Mark A Coblitz Trustee 2.00 0.00 X 0 0 0 Walter Edgar Trustee 2.00 0.00 X 0 0 0 Neil M Gorsuch Trustee 2.00 0.00 X 0 0 0 Conrad M Hall Trustee 2.00 0.00 X 0 0 0 Sheila Johson Trustee 2.00 0.00 X 0 0 0 John A Luke Jr Trustee 2.00 0.00 X 0 0 0 Walfrido J Martinez Trustee 2.00 0.00 X 0 0 0 Leslie A Miller Trustee 2.00 0.00 X 0 0 0 Steven L Miller Trustee 2.00 0.00 X 0 0 0 Joseph W Montgomery Trustee 2.00 0.00 X 0 0 0 Steve Netzley Trustee 2.00 0.00 X 0 0 0 Walter S Robertson III Trustee 2.00 0.00 X 0 0 0 Gerald L Shaheen Trustee 2.00 0.00 X 0 0 0 Larry Sonsini Trustee 2.00 0.00 X 0 0 0 Sheldon M Stone Trustee 2.00 0.00 X 0 0 0 Y Ping Sun Trustee 2.00 0.00 X 0 0 0 Jeff Trammell Trustee 2.00 0.00 X 0 0 0 Alex Wallace Trustee 2.00 0.00 X 0 0 0 5900571 149979 1295777 52 true true false WFF Facility Services 211 S Jefferson Ave St Louis MO 63103 Facilities mgmt 3502172 Brightview Landscape Services PO Box 740655 Atlanta GA 30374 Landscape maintenance 1130576 Clark Nexsen Inc 4525 Main Street Virginia Beach VA 23462 Architects & Engineers 636225 Anthem Plans of Virginia 3075 Vandercar Way Cincinnati OH 45209 Administrative Fee 582470 McGuire Woods LLP 901 East Cary Street Richmond VA 23219 Legal 498809 5 1601448 50926893 13079019 52528341 Admissions 611600 16206646 16206646 Historic Area Rentals 531110 836134 836134 Special Programs 611600 3293570 3293570 Taverns & Colonial Houses 722100 11346512 11346512 31682862 7927979 1765673 6162306 0 606309 606309 16395820 20795208 -4399388 -4399388 -4865733 466345 469096965 1837364 446080577 1096147 23016388 741217 23757605 -98063 23855668 0 0 102118 89707 12411 12411 Advertising 323100 87777 87777 Other 900099 2915033 8682905 -5767872 Parking Fees 812930 189306 189306 3192116 115308235 30859139 5572559 26348196 0 0 0 0 6057989 1946560 3619865 491564 0 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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. X X X X true true X X X X false false false false false false false false false Brian Partlow Director 131592 7870 25500 13307 22360 200629 Catherine Whittenburg Vice President 186877 47984 9965 28533 28217 301576 Cifford Mustaafa Dozier CHRO 206119 31855 9851 34642 28912 311379 Clifford Fleet III President & CEO 551242 26228 25227 92975 695672 Dana Tomlin Chief of Staff 179683 46651 20500 13344 25019 285197 Diane Branch Vice President 145091 4888 1222 8799 160000 Earl Granger III CDO 344547 117250 3124 23765 2878 491564 Elizabeth Kelly Vice President 208698 78750 71702 165166 10497 534813 Felicia Johnson Director 153166 8000 6581 27014 23358 218119 Hazel Wong General Counsel 288321 33293 33871 15490 25587 396562 Henry Lai Vice President 216815 84000 26500 40083 12039 379437 Kevin Patrick CFO 376799 131250 38070 51102 61435 658656 Kristin Richardson Director 162923 12493 24293 199709 Mark Hileman General Counsel 54000 54000 Matthew Webster Director 136111 8000 20500 23106 25991 213708 Robert Underwood Vice President 237959 78750 31452 51795 51155 451111 Ronald Hurst Senior VP 297592 84000 6100 108950 16977 513619 Samuel Rucker Vice President 246450 86800 1539 78122 28942 441853 Sani Silvennoinen Director 211344 10322 20503 242169 Shaun Coleman Vice President 265227 99619 17595 27338 27962 437741 Part I, Line 1a: Relevant information in regards to selections on 1a. 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. Williamsburg Development Share offcr/trus 73521 Lease, interest false Colonial Williamsburg Co Shares trustee 32521313 Mgmt fee,lease,interest false X 91 1534614 FMV X 87 11544405 FMV false true true Part I, Line 32, Hire and Use of Third Parties 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. 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 Charltons Coffeehouse LLC 134 N Henry Street Williamsburg VA 23185 Property acquisition VA CWF Colonial Williamsburg Company 134 N Henry Street Williamsburg VA 23185 541254106 Hotel/Restaurant VA CWF C corp -14876101 18332821 1.00000 true Williamsburg Developments Inc 134 N Henry Street Williamsburg VA 23185 541598949 Land development VA CWC C corp -125308 5299 1.00000 true Nancy B Spillance CRUT c/o RBC Trust PO Box 15 Wilmington DE 19580 546505176 Investment DE NA Trust 12966 0.26000 false Kathryn Mae Renner CRT c/o Washington Trust Bank Spokane WA 99210 516595638 Investment CA NA Trust 290322 0.45000 false true false false true false false false false false true false true true false false false false false false Colonial Williamsburg Company a 15313462 FMV Colonial Williamsburg Company d 39550966 FMV Colonial Williamsburg Company j 165948 FMV Colonial Williamsburg Company l 7271903 FMV Colonial Williamsburg Company m 12119759 FMV Williamsburg Developments Inc a 3732 FMV Williamsburg Developments Inc d 92461 FMV Williamsburg Developments Inc l 69789 FMV