COLONIAL WILLIAMSBURG FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: COLONIAL WILLIAMSBURG FOUNDATION (EIN 54-0505888)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-15
IRS object ID: 202213199349318601
Schema version: 2021v4.1
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule I
Schedule J
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-15T12:24:04-08:00	ReturnTs
Tax Period End	2021-12-31	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	2021-01-01	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
Phone	7572207164	PhoneNum
Signature	2022-11-15	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	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MARC BERGER BDO USA LLP	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	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	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	$751,423,134	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	22	VotingMembersGoverningBodyCnt
Voting Members Independent	18	VotingMembersIndependentCnt
Total Employee	1155	TotalEmployeeCnt
Total Volunteers	398	TotalVolunteersCnt
Total Gross UBI	$5,247,928	TotalGrossUBIAmt
PY Contributions Grants	$53,317,540	PYContributionsGrantsAmt
CY Contributions Grants	$70,972,947	CYContributionsGrantsAmt
PY Program Service Revenue	$11,364,383	PYProgramServiceRevenueAmt
CY Program Service Revenue	$24,273,210	CYProgramServiceRevenueAmt
PY Investment Income	$132,064,120	PYInvestmentIncomeAmt
CY Investment Income	$72,237,567	CYInvestmentIncomeAmt
PY Other Revenue	-$6,171,097	PYOtherRevenueAmt
CY Other Revenue	-$3,394,532	CYOtherRevenueAmt
PY Total Revenue	$190,574,946	PYTotalRevenueAmt
CY Total Revenue	$164,089,192	CYTotalRevenueAmt
PY Grants And Similar Paid	$27,115	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$9,878	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$56,202,774	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$55,730,048	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$8,090,451	CYTotalFundraisingExpenseAmt
PY Other Expenses	$47,030,271	PYOtherExpensesAmt
CY Other Expenses	$55,479,097	CYOtherExpensesAmt
PY Total Expenses	$103,260,160	PYTotalExpensesAmt
CY Total Expenses	$111,219,023	CYTotalExpensesAmt
PY Revenues Less Expenses	$87,314,786	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$52,870,169	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,535,029,339	TotalAssetsBOYAmt
Total Assets EOY	$1,685,638,784	TotalAssetsEOYAmt
Total Liabilities BOY	$423,860,549	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$380,632,423	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,111,168,790	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,305,006,361	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	$50,518,693	ExpenseAmt
Grant	$9,878	GrantAmt
Revenue	$15,447,352	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	$14,114,700	ExpenseAmt
Revenue	$146,213	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	$10,238,432	ExpenseAmt
Revenue	$7,960,916	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	$74,871,825	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	Yes (true)	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	Yes (true)	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	212	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1155	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	22	GoverningBodyVotingMembersCnt
Independent Voting Member	18	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 (42 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)	$577,910	$0	$103,362
Kevin Patrick
CFO	50.00	0.00		Yes (X)	$404,831	$0	$101,050
Elizabeth Kelly
Vice President	50.00	0.00		Yes (X)	$263,262	$0	$123,286
Earl Granger III
CDO	50.00	0.00		Yes (X)	$340,278	$0	$39,232
Robert Underwood
Vice President	50.00	0.00		Yes (X)	$262,593	$0	$95,828
Ronald Hurst
Vice President	50.00	0.00		Yes (X)	$239,122	$0	$111,997
Mark Hileman
General Counsel	50.00	0.00		Yes (X)	$279,748	$0	$65,138
Samuel Rucker
CIO	50.00	0.00		Yes (X)	$241,244	$0	$89,177
Shaun Coleman
Vice President	50.00	0.00		Yes (X)	$275,463	$0	$48,864
Jeffrey Duncan
Vice President	45.00	5.00		Yes (X)	$0	$227,500	$82,151
Sharon Dorsey
Director	50.00	0.00			$179,914	$0	$128,766
Henry Lai
Vice President	50.00	0.00		Yes (X)	$217,127	$0	$37,889
Hazel Wong
General Counsel	50.00	0.00		Yes (X)	$204,304	$0	$32,949
Davelin Forrest
Vice President	0.00	0.00			$224,335	$0	$0
Kenneth Wolfe
Director	50.00	0.00			$155,505	$0	$63,312
Catherine Whittenburg
Executive Dir.	50.00	0.00		Yes (X)	$166,139	$0	$40,479
Felicia Middleton
Director	50.00	0.00			$155,657	$0	$44,615
Dana Tomlin
CoS	50.00	0.00		Yes (X)	$163,581	$0	$32,072
Matthew Webster
Director	50.00	0.00			$155,065	$0	$40,394
Brian Partlow
Director	50.00	0.00			$146,513	$0	$32,122
Cifford Mustaafa Dozier
CHRO	50.00	0.00		Yes (X)	$101,337	$0	$10,291
Carly Fiorina
Chair	4.00	0.00	Yes (X)		$0	$0	$0
Kendrick Ashton Jr
Trustee	2.00	0.00	Yes (X)		$0	$0	$0
Edward L Ayers
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
Anthony M Kennedy
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
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

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$4,753,928	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$227,500	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,322,974	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	40	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	$2,427,706
Brightview Landscape Services
PO Box 740655	Atlanta	GA	30374	Landscape maintenance	$1,437,894
McGuire Woods LLP
901East Cary Street	Richmond	VA	23219	Legal	$907,265
Clark Nexsen Inc
4525 Main Street	Virginia Beach	VA	23462	Architects & Engineers	$882,224
Anthem Plans of Virginia
3075 Vandercar Way	Cincinnati	OH	45209	Administrative fee	$504,545

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	18	CntrctRcvdGreaterThan100KCnt
Government Grants	$12,064,539	GovernmentGrantsAmt
All Other Contributions	$58,908,408	AllOtherContributionsAmt
Noncash Contributions	$5,864,824	NoncashContributionsAmt
Total Contributions	$70,972,947	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	ExclusionExclusionAmt
Admissions	611600	$13,589,648	$13,589,648
Historic Area Rentals	531110	$723,470		$723,470
Special Programs	611600	$1,999,176	$1,999,176
Taverns & Colonial Houses	722100	$7,960,916	$7,960,916

Field	Value	IRS element (for citing)
Total Program Service Revenue	$24,273,210	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,284,642	TotalRevenueColumnAmt
Unrelated Business Revenue	$2,348,881	UnrelatedBusinessRevenueAmt
Exclusion	$4,935,761	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	$649,354	TotalRevenueColumnAmt
Exclusion	$649,354	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$15,563,910	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$22,024,669	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$6,460,759	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$6,460,759	TotalRevenueColumnAmt
Unrelated Business Revenue	-$4,552,170	UnrelatedBusinessRevenueAmt
Exclusion	-$1,908,589	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$629,281,228	SecuritiesAmt
Other	$936,562	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$564,959,365	SecuritiesAmt
Other	$305,500	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$64,321,863	SecuritiesAmt
Other	$631,062	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$64,952,925	TotalRevenueColumnAmt
Unrelated Business Revenue	$3,841	UnrelatedBusinessRevenueAmt
Exclusion	$64,949,084	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	$49,149	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$44,408	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,741	TotalRevenueColumnAmt
Related Or Exempt Func Income	$4,741	RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Advertising	323100	$126,266	$126,266
Other	900099	$2,079,600	$7,321,110	-$5,241,510
Parking Fees	812930	$206,266		$206,266

Field	Value	IRS element (for citing)
Other Revenue Total	$2,412,132	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$164,089,192	TotalRevenueColumnAmt
Related Or Exempt Func Income	$23,554,481	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$5,247,928	UnrelatedBusinessRevenueAmt
Exclusion	$64,313,836	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$9,878	TotalAmt
Program Services	$9,878	ProgramServicesAmt

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	$4,668,546	TotalAmt
Program Services	$1,268,609	ProgramServicesAmt
Management And General	$3,020,427	ManagementAndGeneralAmt
Fundraising	$379,510	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	$37,742,256	TotalAmt
Program Services	$24,761,782	ProgramServicesAmt
Management And General	$9,978,794	ManagementAndGeneralAmt
Fundraising	$3,001,680	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$283,677	TotalAmt
Management And General	$283,677	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$9,813,145	TotalAmt
Program Services	$5,588,057	ProgramServicesAmt
Management And General	$3,518,175	ManagementAndGeneralAmt
Fundraising	$706,913	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,222,424	TotalAmt
Program Services	$1,796,034	ProgramServicesAmt
Management And General	$1,193,096	ManagementAndGeneralAmt
Fundraising	$233,294	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$8,532,305	TotalAmt
Program Services	$8,532,305	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$1,272,296	TotalAmt
Management And General	$1,272,296	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$209,639	TotalAmt
Management And General	$209,639	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$3,688,397	TotalAmt
Program Services	$3,688,397	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	-$6,289,921	TotalAmt
Program Services	$1,115,569	ProgramServicesAmt
Management And General	-$7,405,490	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$2,452,198	TotalAmt
Program Services	$2,238,346	ProgramServicesAmt
Management And General	$67,330	ManagementAndGeneralAmt
Fundraising	$146,522	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,298,063	TotalAmt
Program Services	$1,538,372	ProgramServicesAmt
Management And General	$573,124	ManagementAndGeneralAmt
Fundraising	$2,186,567	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$2,475,343	TotalAmt
Program Services	$138,314	ProgramServicesAmt
Management And General	$2,328,476	ManagementAndGeneralAmt
Fundraising	$8,553	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$664	TotalAmt
Program Services	$664	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$3,834,808	TotalAmt
Program Services	$3,219,559	ProgramServicesAmt
Management And General	$613,031	ManagementAndGeneralAmt
Fundraising	$2,218	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$65,256	TotalAmt
Program Services	$27,744	ProgramServicesAmt
Management And General	$24,396	ManagementAndGeneralAmt
Fundraising	$13,116	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	$308,390	TotalAmt
Program Services	$92,448	ProgramServicesAmt
Management And General	$214,144	ManagementAndGeneralAmt
Fundraising	$1,798	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$6,565,435	TotalAmt
Program Services	$555,164	ProgramServicesAmt
Management And General	$6,010,271	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$8,775,325	TotalAmt
Program Services	$7,056,717	ProgramServicesAmt
Management And General	$1,707,077	ManagementAndGeneralAmt
Fundraising	$11,531	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$656,816	TotalAmt
Program Services	$656,816	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Maintenance & Repairs	$5,989,102	$4,366,950	$1,622,152
Contracted Services	$4,290,441	$1,231,605	$2,892,585	$166,251
Miscellaneous	$3,720,998	$2,907,087	$207,588	$606,323
Equipment Rental & Maintenance	$3,005,836	$2,966,686	$33,263	$5,887

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,627,706	TotalAmt
Program Services	$1,114,722	ProgramServicesAmt
Management And General	-$107,304	ManagementAndGeneralAmt
Fundraising	$620,288	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$111,219,023	TotalAmt
Program Services	$74,871,825	ProgramServicesAmt
Management And General	$28,256,747	ManagementAndGeneralAmt
Fundraising	$8,090,451	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	$25,698,060	BOYAmt
EOY	$40,029,691	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$16,565,706	BOYAmt
EOY	$12,601,728	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$462,613	BOYAmt
EOY	$2,171,730	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	$1,560,181	BOYAmt
EOY	$1,482,473	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$2,109,944	BOYAmt
EOY	$2,207,687	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$610,979,994	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$324,473,283	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$293,335,921	BOYAmt
EOY	$286,506,711	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$232,133,005	BOYAmt
EOY	$229,873,821	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$432,212,970	BOYAmt
EOY	$551,303,403	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	$530,795,203	BOYAmt
EOY	$559,305,804	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,535,029,339	BOYAmt
EOY	$1,685,638,784	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$15,298,337	BOYAmt
EOY	$19,978,773	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$18,000,000	BOYAmt
EOY	$17,000,000	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$3,538,018	BOYAmt
EOY	$3,459,011	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$309,070,831	BOYAmt
EOY	$309,505,878	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$77,953,363	BOYAmt
EOY	$30,688,761	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$423,860,549	BOYAmt
EOY	$380,632,423	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	$678,876,448	BOYAmt
EOY	$783,809,997	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$432,292,342	BOYAmt
EOY	$521,196,364	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,111,168,790	BOYAmt
EOY	$1,305,006,361	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,535,029,339	BOYAmt
EOY	$1,685,638,784	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$52,870,169	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$83,557,272	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$57,410,130	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	$53,939,050	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$41,514,268	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$37,605,515	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$53,317,540	CurrentTaxYearMinus1YearAmt
Current Tax Year	$70,972,947	CurrentTaxYearAmt
Total	$257,349,320	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$48,469,936	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$35,436,016	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$35,302,465	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$11,364,383	CurrentTaxYearMinus1YearAmt
Current Tax Year	$24,273,210	CurrentTaxYearAmt
Total	$154,846,010	TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	-$4,112,488	CurrentTaxYearMinus4YearsAmt
Total	-$4,112,488	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	$98,296,498	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$76,950,284	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$72,907,980	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$64,681,923	CurrentTaxYearMinus1YearAmt
Current Tax Year	$95,246,157	CurrentTaxYearAmt
Total	$408,082,842	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,362,562	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$5,156,457	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,522,616	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,018,065	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,817,351	CurrentTaxYearAmt
Total	$28,877,051	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,142,777	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$946,713	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$949,762	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$808,587	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,116,824	CurrentTaxYearAmt
Total	$4,964,663	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$9,505,339	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,103,170	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,472,378	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,826,652	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,934,175	CurrentTaxYearAmt
Total	$33,841,714	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$374,241,128	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$13,006,700	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$13,727,799	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$18,102,505	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$14,710,568	CurrentTaxYearMinus1YearAmt
Current Tax Year	$14,024,074	CurrentTaxYearAmt
Total	$73,571,646	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	$13,006,700	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$13,727,799	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$18,102,505	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$14,710,568	CurrentTaxYearMinus1YearAmt
Current Tax Year	$14,024,074	CurrentTaxYearAmt
Total	$73,571,646	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	$2,974,491	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,993,194	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,965,732	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,466,243	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,412,132	CurrentTaxYearAmt
Total	$14,811,792	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$114,277,689	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$94,671,277	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$94,976,217	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$80,858,734	CurrentTaxYearMinus1YearAmt
Current Tax Year	$111,682,363	CurrentTaxYearAmt
Total	$496,466,280	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.75380	PublicSupportCY509Pct
Public Support PY509	0.76020	PublicSupportPY509Pct
Investment Income CY	0.14820	InvestmentIncomeCYPct
Investment Income PY	0.14610	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	$3,710	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$3,710	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$74,868,115	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$74,871,825	FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$1,000,000	FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$250,000	FilingOrganizationsTotalAmt

Field	Value	IRS element (for citing)
Form4720 Filed	false	Form4720FiledInd

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$1,000,000	CurrentYearMinus3Amt
Current Year Minus2	$1,000,000	CurrentYearMinus2Amt
Current Year Minus1	$1,000,000	CurrentYearMinus1Amt
Current Year	$1,000,000	CurrentYearAmt
Total	$4,000,000	TotalAmt

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Current Year Minus3	$4,704	CurrentYearMinus3Amt
Current Year Minus2	$5,998	CurrentYearMinus2Amt
Current Year Minus1	$4,740	CurrentYearMinus1Amt
Current Year	$3,710	CurrentYearAmt
Total	$19,152	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	$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$663,608,672	BeginningYearBalanceAmt
Contributions	$12,723,663	ContributionsAmt
Investment Earnings Or Losses	$89,923,577	InvestmentEarningsOrLossesAmt
Other Expenditures	$69,437,577	OtherExpendituresAmt
Administrative Expenses	$3,095,174	AdministrativeExpensesAmt
End Year Balance	$693,723,161	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.33000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.39000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.28000	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	$45,447,299	OtherCostOrOtherBasisAmt
Book Value	$45,447,299	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$436,155,596	OtherCostOrOtherBasisAmt
Depreciation	$216,134,089	DepreciationAmt
Book Value	$220,021,507	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$121,336,187	OtherCostOrOtherBasisAmt
Depreciation	$108,260,243	DepreciationAmt
Book Value	$13,075,944	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$8,040,912	OtherCostOrOtherBasisAmt
Depreciation	$78,951	DepreciationAmt
Book Value	$7,961,961	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$286,506,711	TotalBookValueLandBuildingsAmt
Total Book Value Securities	$551,303,403	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (10 entries)

DescDesc	Book ValueBookValueAmt
Deferred Bond Cost	$151,587
Deferred Loan Cost	$1,049,898
Gift Annuities	$18,734,858
Interfund Receivable	$409,121,878
Investment in Subsidiary	$97,131,207
Other	$3,093,511
Pension	$6,985,958
Pooled Income Funds	$1,840,356
Resident Held Subject to Life Interest	$9,861,748
Various Unitrusts	$11,334,803

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$559,305,804	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDesc	AmtAmt
Accrued Long-Term Disability/Retirement	$9,102,102
Deferred Income	$3,857,571
Other Liabilities	$5,643,633
Split Interest Agreements	$12,085,455

Field	Value	IRS element (for citing)
Total Liability	$30,688,761	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 260 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, 2021.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 I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Preservation Virginia	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	204 W Franklin Street	AddressLine1Txt
City	Richmond	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	23220	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	540568800	RecipientEIN
IRC Section	501(c)(3)	IRCSectionDesc
Cash Grant	$9,878	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt
Purpose Of Grant	Support Historic Jamestowne	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Grantmaker's Description of How Grants are Used	FormAndLineReferenceDesc
Explanation	Preservation Virginia provides monthly and quarterly interim financial reports, as well as year end audited financial statements to the Foundation. These reports are reviewed by the Vice President for Education, Research and Historic Interpretation.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
Brian Partlow
Director	$126,405	$20,108	$11,153	$20,969	$178,635
Catherine Whittenburg
Executive Dir.	$159,722	$6,417	$14,366	$26,113	$206,618
Clifford Fleet III
President & CEO	$551,242	$26,668	$39,279	$64,083	$681,272
Dana Tomlin
CoS	$144,081	$19,500	$8,407	$23,665	$195,653
Davelin Forrest
Vice President		$224,335			$224,335
Earl Granger III
CDO	$335,475	$4,803	$37,016	$2,216	$379,510
Elizabeth Kelly
Vice President	$235,195	$28,067	$113,459	$9,827	$386,548
Felicia Middleton
Director	$150,898	$4,759	$22,653	$21,962	$200,272
Hazel Wong
General Counsel	$181,717	$22,587	$8,734	$24,215	$237,253
Henry Lai
Vice President	$191,627	$25,500	$26,614	$11,275	$255,016
Jeffrey Duncan
Vice President						$227,500	$65,158	$16,993	$309,651
Kenneth Wolfe
Director	$149,184	$6,321	$54,343	$8,969	$218,817
Kevin Patrick
CFO	$395,561	$9,270	$43,504	$57,546	$505,881
Mark Hileman
General Counsel	$245,643	$34,105	$42,605	$22,533	$344,886
Matthew Webster
Director	$135,565	$19,500	$18,559	$21,835	$195,459
Robert Underwood
Vice President	$229,141	$33,452	$39,546	$56,282	$358,421
Ronald Hurst
Vice President	$234,281	$4,841	$99,892	$12,105	$351,119
Samuel Rucker
CIO	$234,436	$6,808	$63,888	$25,289	$330,421
Sharon Dorsey
Director	$172,460	$7,454	$108,990	$19,776	$308,680
Shaun Coleman
Vice President	$258,959	$16,504	$22,692	$26,172	$324,327

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 2021, 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 notaxable 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 (3 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Mara Hileman
Family of Officer	$29,661	Employment	false
Williamsburg Development
Share offcr/trus	$112,790	Lease, interest	false
Colonial Williamsburg Co
Shares trustee	$27,667,130	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	62	ContributionCnt
Noncash Contributions Rpt F990	$809,311	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	104	ContributionCnt
Noncash Contributions Rpt F990	$5,050,513	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	Livestock	Desc
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$5,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Form8283 Received	1	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (true)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part I, Line 32, Hire and Use of Third Parties	FormAndLineReferenceDesc
Explanation	When collections are deaccessioned, Colonial Williamsburg either gives or sells them to another museum or sends them to auction houses for sale so the best price can be realized. Collections are deaccessioned according to clear criteria outlined in our Collection Management Policy.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Statement Note 1	Charitable Contributions Carryforward Schedule: 2016 Charitable Contributions Expiring 12/31/21 $ 46,3522017 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 12/31/26 445,000 657,0262016 Charitable Contributions Expiring 12/31/21 (46,352) Amount Available for Carryforward at 12/31/21 610,674
Statement Note 2	Line 4: Average Acquisition DebtPrincipal Balance 1/1/2021 12/31/2021 Average College Corner 6,904,186 4,688,300 5,796,243Leased Prop 180,409,751 123,047,093 151,728,422Tax Credit 35,248,946 35,248,946 35,248,946Line 5: Average Adjusted BasisPrincipal Balance1/1/2021 12/31/2021 AverageCollege Corner 3,700,780 3,535,676 3,618,228Leased Prop 69,291,015 65,220,649 67,255,832Tax Credit 20,298,688 19,421,156 19,859,922
Statement Note 3	Capital Loss Carryforward Schedule:2021 Capital Loss Carryforward Expiring 12/31/2026 $1,908,936
Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et	Clifford Fleet, Kevin Patrick, Jeffrey Duncan, Mark Hileman, Carly Fiorina, Conrad M. Hall, John A. Luke, Jr. have a business relationship with a related party. Mark Hileman has a family relationship with a related person.
Form 990, Part VI, Line 11b: Form 990 Review Process	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, Line 12c: Explanation of Monitoring and Enforcement of Conflicts	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, Line 15b: Compensation Review and Approval Process for Officers and Key Employees	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, Line 19: Other Organization Documents Publicly Available	In compliance with federal and state disclosure requirements.
Other Changes In Net Assets Or Fund Balances - Other Increases	Change in value of Split Interest Agreements = $2017179
Other Changes In Net Assets Or Fund Balances - Other Increases	Eliminate FAS 158 Adjustment = $55392951
EDUCATION, RESEARCH AND HISTORICAL INTEPRETATION	Colonial Williamsburgs Historic Area encompasses 301 acres of greens and gardens and more than 600 structures 88 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. Important work continues among historians and interpreters to portray an accurate representation of 18th-century life in Williamsburg where 52 percent of the population was African American, and most were enslaved. Telling the story of the Black experience continues a more than 40-year commitment from the Foundation to tell the stories of the lives of men and women, enslaved and free, who helped secure Americas freedom. Newly uncovered history whether through excavations at the original site of the First Baptist Church, Williamsburg Bray School and careful research within the archives of the John D. Rockefeller, Jr. Library makes its way into the Foundations educational programming. Historical integrity is critical to Colonial Williamsburgs credibility and worldwide reputation. The library is open to the public for research; however, use of Corporate Archives, Special Collections and Visual Resources requires an advance appointment. The library maintains a reference section and houses more than 104,000 items (books, CDs, and videos); more than 12,000 rare books; approximately 50,000 manuscript items; 10,000 reels of microfilm; more than 50,000 architectural drawings; more than 500,000 photos in various formats; and provides access to many databases relating to the study of colonial British America, the American Revolution, and the early United States. The library shares an online catalog with William & Mary Libraries. In addition, the library maintains opportunities for historical research through Fellowship opportunities.Colonial Williamsburg renewed its commitment to independent scholarly research in 2021 by joining William & Mary to financially support the Omohundro Institute of Early American History & Culture. The Omohundro Institute (OI) was established by the two institutions in 1943 and has grown into the nations leading academic center of historical research on all aspects of early America. The reunion of the three entities re-establishes financial support and in-kind benefits provided by The Colonial Williamsburg Foundation and positions the three institutions at the center of historical scholarship as the country approaches its 250th anniversary in 2026.The Bob and Marion Wilson Teacher Institute of Colonial Williamsburg expanded its online professional development and reached more teachers across the country in 2021. Using the online format, 55% of the teachers who participated were new to the Teacher Institute and educational opportunities offered by the Foundation. By taking the institute online, Colonial Williamsburg supported 1474 teachers from more than 41 states. The Teacher Institute presented three online professional development opportunities, new monthly chat opportunities during the 2021-2022 school year, and supported student online programming. In addition, teachers and students accessed content live on Facebook as well as via the Colonial Williamsburg YouTube channel, Amazon Fire and Roku. In the fall, more than 50 William & Mary students participated in onsite programming in the Historic Area for their teaching method courses. The Teacher Institute presents an immersive and inclusive approach to teaching American history and civics content through online and on-site programming and the distribution of media to general public and K-16 education audiences. The Colonial Williamsburg Education Resource Library provides interactive history lessons to elementary, middle, and high school classrooms nationally and internationally. This free online media library supports planning and classroom instruction through age-appropriate cross-curricular materials, activities, and lessons. The Education Resource Library has more than 200 resources covering American history from 1607 through the Civil War.
MUSEUMS, PRESERVATION AND HISTORIC RESOURCES	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 which is situated near the near the colonial Capitol. 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 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. The collections of British and American art and antiques include 77,000 objects, among them ceramics and glass, costumes, household accessories, furniture, musical instruments, numismatics, games and toys, kitchen equipment, paintings and drawings, prints and maps, scientific equipment, silver and base metals, textiles, tools and machines, and weapons. The Foundations 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. The Foundations 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. The Foundation is widely recognized for its expertise in colonial Virginia history and professionalism of its staff. Drawing from a collection of more than 70,000 objects, Colonial Williamsburg furnishes, maintains, and interprets more than 200 18th-century period rooms and craft shops. 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 DeWitt Wallace Decorative Arts Museum features regularly changing thematic exhibitions drawn from Colonial Williamsburgs collections of British and American fine art and antiques. Highlights from its recent exhibitions include the following: English and American silver; British pottery and porcelain; paintings by Gilbert Stuart, Thomas Sully, John Wollaston, Charles Willson Peale, Godfrey Kneller, Peter Lely, and others; clothing and accessories from the late 17th through the mid-19th centuries; British and American needlework; weapons of the American Revolution; historic upholstery; coins and currency of early America; and examples of nearly every type of household furniture made and used in the American colonies. The Abby Aldrich Rockefeller Folk Art Museum, the nations leading center for research, preservation, and exhibition of American folk art, is adjacent to the DeWitt Wallace Museum. Through a series of regularly changing thematic exhibitions, Colonial Williamsburg displays its collection of nearly 7,000 examples of American folk art. This collection is designed to foster an appreciation for the aesthetic quality and educational value of American folk art and includes paintings, watercolors, pastels, calligraphic drawings, needlework, ceramics, musical instruments, three-dimensional carvings and sculptures, painted furniture, household ornaments, quilts, coverlets, and a wide array of other materials. Together, the DeWitt Wallace Decorative Arts Museum and the Abby Aldrich Rockefeller Folk Art Museum opened three new exhibitions in 2021: A Gift to the Nation: The Joseph and June Hennage Collection, Art of the Quilter, and Navajo Weavings: Adapting Tradition. 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. History continues to be rediscovered on the grounds of Americas 18th-century capital city through the work of the Foundations preservation and archaeological research programs. In early 2021, the Foundation, in partnership with William & Mary, announced the discovery of the Williamsburg Bray School, an 18th-century institution dedicated to the education of enslaved and free Black children. The two organizations are working together to ensure current and future generations learn about the complex history of what is likely the oldest extant building in the United States dedicated to the education of Black children and the stories of those who were part of it. Plans are underway to preserve the building and move it from its present site on William & Marys campus to Colonial Williamsburgs Historic Area at the northwest corner of the intersection of Francis and South Nassau streets. Once restored to its original state, the building will become the 89th original structure restored by the Foundation and will serve as a focal point for research, scholarship and dialogue regarding the complicated story of race, religion and education in Williamsburg and in America.Ongoing work at Custis Square, the four-acre lot where John Custis IV built his home and garden, has potential to add significantly to our understanding of early American gardening, enslavement, colonial consumerism, and 18th-century scientific thought.In September 2020, Colonial Williamsburg archaeologists began excavating the site of First Baptist Church, one of the nations oldest Black churches that sat within the Foundations Historic Area footprint. In addition to the original structure, in 2021, Colonial Williamsburgs archaeologists discovered upwards of 40 confirmed human burials at the site and are working with the descendant community to make decisions regarding the investigation of the burial sites. This multi-year project seeks the information needed to accurately reconstruct the earliest version of the churchs first permanent structure, surrounding landscape and topography; to learn about the worship experiences of the churchs early congregants.
Statement of Program Service Accomplishments	MISSIONThe Colonial Williamsburg Foundation is a nonprofit, tax-exempt organization established in 1928 to preserve and restore 18th-century Williamsburg, which served as Virginias colonial capital from 1699 to 1780. A Board of Trustees governs the Foundation, which is organized and operated exclusively for charitable and educational purposes. Guided by its mission that the future may learn from the past, it preserves, restores, reconstructs, or otherwise maintains historical resources for the purposes of enabling related interpretive, research, or educational activities. Through this work, the Foundation engages, informs, and inspires people around the world, both onsite and online, as they learn about this historic city, the events that occurred here, and the diverse peoples who helped shape our nation. The Foundations activities include historical and archaeological research; preservation of artifacts and buildings; interpretation of exhibition buildings and historic trades; re-creation of historic events; publication of scholarly and popular works; conservation and exhibition of art and antiques; and educational outreach through teacher training, distance-learning programs and websites, and curriculum development.Support for Colonial Williamsburgs operations comes from such sources as 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. In 2021, more than 94,400 donors made gifts and grants to the Foundation. In 2020 at the start of the COVID-19 pandemic, The Colonial Williamsburg Foundation shifted its resources to build a strong online presence that continues today. Live-stream and recorded programming provide entertaining and educational content for hundreds of thousands of online viewers. The number of social media views, a metric to measure the impact of expanding online programming, jumped from 1.1 million in 2019 to more than 15.7 million at the end of 2021, significantly expanding the Foundations reach as an educational resource far beyond its geographic footprint. The Foundation is grateful to have received an increase in donor gifts to offset the cost of digital operations during the pandemic.
TAVERNS AND COLONIAL HOUSES	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 and antiques, 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.

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	301 First 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
301 First Street	Williamsburg	VA	23185	541254106	Hotel/Restaurant	VA	CWF	C corp	-$16,010,715	$15,077,186	1.00000	Yes (true)
Williamsburg Developments Inc
301 First Street	Williamsburg	VA	23185	541598949	Land development	VA	CWC	C corp	-$215,904	$5,182	1.00000	Yes (true)
Nancy B Spillance CRUT
c/o RBC Trust PO Box 15	Wilmington	DE	19580	546505176	Investment	DE	NA	Trust		$16,823	0.24000	false
Kathryn Mae Renner CRT
c/o Washington Trust Bank	Spokane	WA	99210	516595638	Investment	CA	NA	Trust		$320,883	0.42000	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	$15,224,219	FMV
Colonial Williamsburg Company
d	$37,476,790	FMV
Colonial Williamsburg Company
j	$229,388	FMV
Colonial Williamsburg Company
l	$5,945,116	FMV
Colonial Williamsburg Company
m	$8,668,247	FMV
Williamsburg Developments Inc
a	$3,380	FMV
Williamsburg Developments Inc
d	$322,658	FMV
Williamsburg Developments Inc
l	$109,410	FMV