COLONIAL WILLIAMSBURG FOUNDATION: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- COLONIAL WILLIAMSBURG FOUNDATION (EIN 54-0505888)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202033179349304123
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T10:01:01-08:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC BERGER BDO USA LLP | PreparerPersonNm |
| PTIN | P01871563 | PTIN |
| Phone | 7572207064 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $814,396,554 | 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 | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 1339 | TotalEmployeeCnt |
| Total Volunteers | 773 | TotalVolunteersCnt |
| Total Gross UBI | $5,644,628 | TotalGrossUBIAmt |
| PY Contributions Grants | $41,514,268 | PYContributionsGrantsAmt |
| CY Contributions Grants | $37,605,515 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $35,436,016 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $35,302,465 | CYProgramServiceRevenueAmt |
| PY Investment Income | $62,709,419 | PYInvestmentIncomeAmt |
| CY Investment Income | $129,828,685 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,788,774 | PYOtherRevenueAmt |
| CY Other Revenue | -$3,366,934 | CYOtherRevenueAmt |
| PY Total Revenue | $137,870,929 | PYTotalRevenueAmt |
| CY Total Revenue | $199,369,731 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $10,507 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $50,490,535 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $57,776,264 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $110,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $94,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,205,258 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $63,587,662 | PYOtherExpensesAmt |
| CY Other Expenses | $59,730,757 | CYOtherExpensesAmt |
| PY Total Expenses | $114,198,704 | PYTotalExpensesAmt |
| CY Total Expenses | $117,601,021 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $23,672,225 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $81,768,710 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,466,462,777 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,522,475,398 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $402,353,811 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $433,520,905 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,064,108,966 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,088,954,493 | 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 | $55,414,586 | ExpenseAmt |
| Revenue | $19,540,308 | 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 | $18,416,930 | ExpenseAmt |
| Revenue | $14,809,069 | 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 |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,154,219 | ExpenseAmt |
| Revenue | $143,775 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $83,985,735 | 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 | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 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 | 290 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1339 | 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 | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 (33 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 |
|---|---|---|---|---|---|---|---|
| Mitchell B Reiss | |||||||
| President & CEO | 65.00 | 0.00 | Yes (X) | Yes (X) | $710,561 | $0 | $112,810 |
| Kevin Patrick | |||||||
| Vice President | 50.00 | 0.00 | Yes (X) | $372,993 | $0 | $86,034 | |
| Jeffrey Duncan | |||||||
| Vice President | 45.00 | 5.00 | Yes (X) | $0 | $246,952 | $196,612 | |
| Paul Scott | |||||||
| Vice President | 50.00 | 50.00 | Yes (X) | $60,218 | $331,342 | $37,940 | |
| Davelin Forrest | |||||||
| Vice President | 50.00 | 0.00 | Yes (X) | $269,714 | $0 | $154,259 | |
| Mark Hileman | |||||||
| Vice President | 50.00 | 0.00 | Yes (X) | $317,435 | $0 | $80,747 | |
| Ghislain d'Humieres | |||||||
| Vice President | 50.00 | 0.00 | Yes (X) | $341,941 | $0 | $20,144 | |
| Robert Underwood | |||||||
| Director | 50.00 | 0.00 | $245,998 | $0 | $88,954 | ||
| Samuel Rucker | |||||||
| Vice President | 50.00 | 0.00 | Yes (X) | $252,449 | $0 | $71,785 | |
| Ronald Hurst | |||||||
| Vice President | 50.00 | 0.00 | Yes (X) | $238,044 | $0 | $80,669 | |
| Elizabeth Kelly | |||||||
| Director | 50.00 | 0.00 | $199,583 | $0 | $69,173 | ||
| Henry Lai | |||||||
| Director | 50.00 | 0.00 | $216,914 | $0 | $26,503 | ||
| Cara Sisson | |||||||
| Director | 50.00 | 0.00 | $164,041 | $0 | $40,847 | ||
| Hazel Wong | |||||||
| Director | 50.00 | 0.00 | $163,450 | $0 | $25,059 | ||
| Thurston R Moore | |||||||
| Chairman | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kendrick F 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 | |
| Catharine O'Neill Broderick | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Mark A Coblitz | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Walter Edgar | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Carly Fiorina | |||||||
| 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 | |
| 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 | |
| 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 | |
| Gerald L Shaheen | |||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Joseph Christopher Simmons | |||||||
| 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 | $3,553,341 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $578,294 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,091,536 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 43 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | 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 | $2,140,782 |
| Brightview Landscape Services | |||||
| PO Box 740655 | Atlanta | GA | 30374 | Landscape maintenance | $984,745 |
| Mobelux LLC | |||||
| 1635 W Broad Street | Richmond | VA | 23220 | Website design | $541,798 |
| Anthem Plans of Virginia | |||||
| 3075 Vandercar Way | Cincinnati | OH | 45209 | Administrative Fee | $517,905 |
| Red Coats Inc | |||||
| 2117 Lake Avenue | Richmond | VA | 23230 | Facilities mgmt | $491,283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $37,605,515 | AllOtherContributionsAmt |
| Noncash Contributions | $3,048,817 | NoncashContributionsAmt |
| Total Contributions | $37,605,515 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Admissions | 611600 | $17,351,829 | $17,351,829 | |
| Historic Area Rentals | 531110 | $815,451 | $815,451 | |
| Special Programs | 611600 | $2,326,116 | $2,326,116 | |
| Taverns & Colonial Houses | 722100 | $14,809,069 | $14,809,069 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $35,302,465 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,272,166 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $929,708 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,342,458 | 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 | $651,982 | TotalRevenueColumnAmt |
| Exclusion | $651,982 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,626,426 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $24,617,212 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$7,990,786 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,990,786 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$6,702,154 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$1,288,632 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $709,439,373 | SecuritiesAmt |
| Other | $427,917 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $590,299,896 | SecuritiesAmt |
| Other | $10,875 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $119,139,477 | SecuritiesAmt |
| Other | $417,042 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $119,556,519 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$283 | UnrelatedBusinessRevenueAmt |
| Exclusion | $119,556,802 | 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 | $104,978 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $98,840 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,138 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,138 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Advertising | 323100 | $103,011 | $103,011 | |
| Other | 900099 | $3,561,355 | $11,314,346 | -$7,752,991 |
| Parking Fees | 812930 | $301,366 | $301,366 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,965,732 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $199,369,731 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,493,152 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,644,628 | UnrelatedBusinessRevenueAmt |
| Exclusion | $121,626,436 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,181,213 | TotalAmt |
| Program Services | $499,757 | ProgramServicesAmt |
| Management And General | $2,500,413 | ManagementAndGeneralAmt |
| Fundraising | $181,043 | 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 | $38,464,084 | TotalAmt |
| Program Services | $24,989,345 | ProgramServicesAmt |
| Management And General | $11,083,046 | ManagementAndGeneralAmt |
| Fundraising | $2,391,693 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,217 | TotalAmt |
| Management And General | $259,217 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,500,579 | TotalAmt |
| Program Services | $6,795,703 | ProgramServicesAmt |
| Management And General | $5,038,058 | ManagementAndGeneralAmt |
| Fundraising | $666,818 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,371,171 | TotalAmt |
| Program Services | $1,921,426 | ProgramServicesAmt |
| Management And General | $1,255,806 | ManagementAndGeneralAmt |
| Fundraising | $193,939 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,516,870 | TotalAmt |
| Program Services | $15,516,870 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $738,008 | TotalAmt |
| Management And General | $738,008 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,667 | TotalAmt |
| Management And General | $217,667 | 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 | $94,000 | TotalAmt |
| Fundraising | $94,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,801,287 | TotalAmt |
| Program Services | $4,801,287 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$9,085,112 | TotalAmt |
| Program Services | $2,287,589 | ProgramServicesAmt |
| Management And General | -$11,372,701 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,962,022 | TotalAmt |
| Program Services | $3,788,107 | ProgramServicesAmt |
| Management And General | $10,847 | ManagementAndGeneralAmt |
| Fundraising | $163,068 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,105,259 | TotalAmt |
| Program Services | $1,597,331 | ProgramServicesAmt |
| Management And General | $1,264,002 | ManagementAndGeneralAmt |
| Fundraising | $2,243,926 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,882,300 | TotalAmt |
| Program Services | $301,773 | ProgramServicesAmt |
| Management And General | $2,561,687 | ManagementAndGeneralAmt |
| Fundraising | $18,840 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,787 | TotalAmt |
| Program Services | $2,787 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,780,893 | TotalAmt |
| Program Services | $3,144,639 | ProgramServicesAmt |
| Management And General | $633,473 | ManagementAndGeneralAmt |
| Fundraising | $2,781 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,720 | TotalAmt |
| Program Services | $189,763 | ProgramServicesAmt |
| Management And General | $70,016 | ManagementAndGeneralAmt |
| Fundraising | $104,941 | 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 | $563,608 | TotalAmt |
| Program Services | $265,319 | ProgramServicesAmt |
| Management And General | $293,901 | ManagementAndGeneralAmt |
| Fundraising | $4,388 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,912,287 | TotalAmt |
| Program Services | $853,271 | ProgramServicesAmt |
| Management And General | $4,059,016 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,681,212 | TotalAmt |
| Program Services | $5,389,103 | ProgramServicesAmt |
| Management And General | $3,280,184 | ManagementAndGeneralAmt |
| Fundraising | $11,925 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $714,100 | TotalAmt |
| Program Services | $707,910 | ProgramServicesAmt |
| Management And General | $6,190 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Contracted Services | $5,082,589 | $1,255,694 | $3,595,929 | $230,966 |
| Maintenance & Repairs | $4,510,180 | $3,848,652 | $634,069 | $27,459 |
| Miscellaneous | $2,383,039 | $1,801,565 | $386,510 | $194,964 |
| Equipment Rental & Maintenance | $2,096,852 | $1,682,083 | $412,803 | $1,966 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500,189 | TotalAmt |
| Program Services | $2,345,761 | ProgramServicesAmt |
| Management And General | -$518,113 | ManagementAndGeneralAmt |
| Fundraising | $672,541 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,601,021 | TotalAmt |
| Program Services | $83,985,735 | ProgramServicesAmt |
| Management And General | $26,410,028 | ManagementAndGeneralAmt |
| Fundraising | $7,205,258 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,000 | BOYAmt |
| EOY | $170,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,963,092 | BOYAmt |
| EOY | $24,867,271 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,315,321 | BOYAmt |
| EOY | $7,293,600 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $613,582 | BOYAmt |
| EOY | $1,418,614 | 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 | $1,629,539 | BOYAmt |
| EOY | $1,623,946 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,199,935 | BOYAmt |
| EOY | $2,410,383 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $608,805,499 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $297,633,629 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,650,980 | BOYAmt |
| EOY | $311,171,870 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,465,820 | BOYAmt |
| EOY | $248,555,711 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $582,126,921 | BOYAmt |
| EOY | $430,811,319 | 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 | $468,301,851 | BOYAmt |
| EOY | $494,126,948 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,466,462,777 | BOYAmt |
| EOY | $1,522,475,398 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,990,947 | BOYAmt |
| EOY | $19,133,157 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,000,000 | BOYAmt |
| EOY | $19,000,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,928,638 | BOYAmt |
| EOY | $3,876,447 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $314,081,579 | BOYAmt |
| EOY | $319,329,584 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,352,647 | BOYAmt |
| EOY | $72,181,717 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $402,353,811 | BOYAmt |
| EOY | $433,520,905 | 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 | $674,413,122 | BOYAmt |
| EOY | $672,380,461 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $389,695,844 | BOYAmt |
| EOY | $416,574,032 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,064,108,966 | BOYAmt |
| EOY | $1,088,954,493 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,466,462,777 | BOYAmt |
| EOY | $1,522,475,398 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $81,768,710 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$31,751,762 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$25,171,421 | 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 | $39,728,293 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $42,411,940 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,939,050 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,514,268 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,605,515 | CurrentTaxYearAmt |
| Total | $215,199,066 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,275,974 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $55,527,321 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,469,936 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,436,016 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,302,465 | CurrentTaxYearAmt |
| Total | $234,011,712 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$5,262,600 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$5,601,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$4,112,488 | CurrentTaxYearMinus2YearsAmt |
| Total | -$14,976,619 | 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 | $93,741,667 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $92,337,730 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,296,498 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76,950,284 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,907,980 | CurrentTaxYearAmt |
| Total | $434,234,159 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,462,539 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,808,366 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,362,562 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,156,457 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,522,616 | CurrentTaxYearAmt |
| Total | $23,312,540 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,082,079 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,064,010 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,142,777 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $946,713 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $949,762 | CurrentTaxYearAmt |
| Total | $5,185,341 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,544,618 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,872,376 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,505,339 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,103,170 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,472,378 | CurrentTaxYearAmt |
| Total | $28,497,881 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $405,736,278 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,202,033 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,217,780 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,006,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,727,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,102,505 | CurrentTaxYearAmt |
| Total | $69,256,817 | 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 | $12,202,033 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,217,780 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,006,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,727,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,102,505 | CurrentTaxYearAmt |
| Total | $69,256,817 | 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 | $2,264,153 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,845,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,974,491 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,993,194 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,965,732 | CurrentTaxYearAmt |
| Total | $15,043,079 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $108,207,853 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $106,401,019 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $114,277,689 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $94,671,277 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $94,976,217 | CurrentTaxYearAmt |
| Total | $518,534,055 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.78250 | PublicSupportCY509Pct |
| Public Support PY509 | 0.80250 | PublicSupportPY509Pct |
| Investment Income CY | 0.13360 | InvestmentIncomeCYPct |
| Investment Income PY | 0.11980 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,998 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,998 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $83,979,737 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $83,985,735 | 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 | $35,203 | CurrentYearMinus3Amt |
| Current Year Minus2 | $9,503 | CurrentYearMinus2Amt |
| Current Year Minus1 | $4,704 | CurrentYearMinus1Amt |
| Current Year | $5,998 | CurrentYearAmt |
| Total | $55,408 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $712,987,741 | BeginningYearBalanceAmt |
| Contributions | $6,763,280 | ContributionsAmt |
| Investment Earnings Or Losses | $20,515,767 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $73,779,476 | OtherExpendituresAmt |
| Administrative Expenses | $2,878,640 | AdministrativeExpensesAmt |
| End Year Balance | $663,608,672 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $771,543,598 | BeginningYearBalanceAmt |
| Contributions | $9,228,279 | ContributionsAmt |
| Investment Earnings Or Losses | $18,245,643 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $83,265,101 | OtherExpendituresAmt |
| Administrative Expenses | $2,764,678 | AdministrativeExpensesAmt |
| End Year Balance | $712,987,741 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.39000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.42000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19000 | 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 | $49,617,092 | OtherCostOrOtherBasisAmt |
| Book Value | $49,617,092 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $397,192,818 | OtherCostOrOtherBasisAmt |
| Depreciation | $195,332,381 | DepreciationAmt |
| Book Value | $201,860,437 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $117,577,238 | OtherCostOrOtherBasisAmt |
| Depreciation | $102,294,729 | DepreciationAmt |
| Book Value | $15,282,509 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,418,351 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,519 | DepreciationAmt |
| Book Value | $44,411,832 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $311,171,870 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $430,811,319 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (10 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Deferred Bond Cost | $144,737 |
| Deferred Loan Cost | $168,645 |
| Gift Annuities | $15,867,732 |
| Interfund Receivable | $353,890,686 |
| Investment in Subsidiary | $97,131,207 |
| Other | $6,946,262 |
| Pooled Income Funds | $1,917,071 |
| Resident Held Subject to Life Interest | $10,192,748 |
| Rounding | $2 |
| Various Unitrusts | $7,867,858 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $494,126,948 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued Long-Term Disability/Retirement | $11,723,507 |
| Deferred Income | $5,230,917 |
| Other Liabilities | $5,990,271 |
| Pension | $36,467,683 |
| Split Interest Agreements | $12,769,339 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $72,181,717 | 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 234 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 applies to permanent (donor-restricted) and quasi-endowment (managment-designated) funds. Withdrawals from the unrestricted portion of the endowment fund may by made with the approval of the Foundation's Board of Trustees. Withdrawals from permanent (donor-restricted) endowment funds comply with the terms of the relevant gift agreement. |
| Part X : FIN48 Footnote | There are no material tax positions that the Foundation believes will significantly change within twelve months of December 31, 2019.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 G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| Edge Direct LLC | ||||||||
| 3030 Waterview Ave | Baltimore | MD | 21230 | Fundraising Consultant | false | $1,624,560 | $1,067,985 | $556,575 |
| (no name) | ||||||||
| false | ||||||||
| (no name) | ||||||||
| false | ||||||||
| (no name) | ||||||||
| false | ||||||||
| (no name) | ||||||||
| false | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,624,560 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $1,067,985 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $556,575 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2b - Fundraiser Additional Information | FormAndLineReferenceDesc |
| Explanation | The Foundation paid Edge Direct LLC an additional $973,985 in fundraising expenses, such as artwork, printing, mail processing, photography, list rentals, caging and postage. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | 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 | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cara Sisson | |||||||||||
| Director | $150,573 | $200 | $13,268 | $32,613 | $8,234 | $204,888 | |||||
| Davelin Forrest | |||||||||||
| Vice President | $250,714 | $19,000 | $141,867 | $12,392 | $423,973 | ||||||
| Elizabeth Kelly | |||||||||||
| Director | $180,383 | $200 | $19,000 | $60,943 | $8,230 | $268,756 | |||||
| Ghislain d'Humieres | |||||||||||
| Vice President | $256,973 | $84,968 | $20,144 | $362,085 | |||||||
| Hazel Wong | |||||||||||
| Director | $144,250 | $200 | $19,000 | $6,250 | $18,809 | $188,509 | |||||
| Henry Lai | |||||||||||
| Director | $191,714 | $200 | $25,000 | $21,041 | $5,462 | $243,417 | |||||
| Jeffrey Duncan | |||||||||||
| Vice President | $246,952 | $171,186 | $25,426 | $443,564 | |||||||
| Kevin Patrick | |||||||||||
| Vice President | $370,926 | $2,067 | $32,861 | $53,173 | $459,027 | ||||||
| Mark Hileman | |||||||||||
| Vice President | $298,435 | $19,000 | $48,145 | $32,602 | $398,182 | ||||||
| Mitchell B Reiss | |||||||||||
| President & CEO | $571,432 | $61,425 | $77,704 | $44,951 | $67,859 | $823,371 | |||||
| Paul Scott | |||||||||||
| Vice President | $50,923 | $9,295 | $11,408 | $71,626 | $259,329 | $26,532 | $357,874 | $72,013 | |||
| Robert Underwood | |||||||||||
| Director | $215,199 | $200 | $30,599 | $37,358 | $51,596 | $334,952 | |||||
| Ronald Hurst | |||||||||||
| Vice President | $233,209 | $4,835 | $64,198 | $16,471 | $318,713 | ||||||
| Samuel Rucker | |||||||||||
| Vice President | $252,449 | $49,741 | $22,044 | $324,234 | |||||||
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 | Travel for companions - The Foundation paid for travel costs for Mr. Reiss' wife to visit with donors and participate in activities in California, Massachusetts, New York, and Spain.Travel costs for spouses of members of the Board of Trustees are paid for attendance at Board meeting in Williamsburg.In 2019, 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 (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Mara Hileman | |||
| Family of Officer | $24,120 | Employment | false |
| Elizabeth Reiss | |||
| Family of Officer | $33,000 | Independent Contract | false |
| Williamsburg Development | |||
| Share offcr/trus | $145,755 | Lease, interest | false |
| Colonial Williamsburg Co | |||
| Share offcr/trustee | $37,144,929 | Mgmt fee,lease,inter | false |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 74 | ContributionCnt |
| Noncash Contributions Rpt F990 | $280,663 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 149 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,768,154 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32, Hire and Use of Third Parties | FormAndLineReferenceDesc |
| Explanation | When collections are deaccessioned, Colonial Williamsburg either gives or sells them to another museum or sends them to auction houses for sale so the best price can be realized. Collections are deaccessioned according to clear criteria outlined in our Collection Management Policy. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Client Note 1 | Client Note 1 - Charitable Contributions Carryforward Schedule:2014 Charitable Contributions Expiring 12/31/19 $408,1672015 Charitable Contributions Expiring 12/31/20 88,7202016 Charitable Contributions Expiring 12/31/21 46,3522017 Charitable Contributions Expiring 12/31/22 1,0652019 Charitable Contributions Expiring 12/31/23 51,025 595,3292014 Charitable Contributions Expiring 12/31/19 (408,167)Amount Available for Carryforward at 12/31/19 187,162 |
| Client Note 2 | Client Note 2 - Line 4: Average Acquisition Debt Principal Balance 1/1/2019 12/31/2019 Average College Corner 6,904,186 6,904,186 6,904,186 Vehicle Maint 3,897,472 3,897,472 3,897,472 Leased Prop 181,776,725 181,663,712 181,705,219 Tax Credit 35,248,946 35,248,946 35,248,946 Line 5: Average Adjusted Basis Principal Balance 1/1/2019 12/31/2019 AverageCollege Corner 4,030,987 3,865,883 3,948,435 Vehicle Maint 2,221,137 2,095,940 2,158,538 Leased Prop 92,355,662 74,501,097 83,428,380 Tax Credit 22,053,752 21,176,220 21,614,986 |
| Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Mitchell Reiss, Mark Hileman, Carly Fiorina, Conrad Hall, John A. Luke, Jr. and Thurston R. Moore have a business relationship with a related party. Mitchell Reiss and Mark Hileman have 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 on 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 = $2184799 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Eliminate FAS 158 Adjustment = -$27356220 |
| Additional information | Colonial Williamsburgs Institute for Teacher Professional Development celebrated its 30th anniversary and its 10,000th participant among more than 500 educators from across the country taking part in the 2019 sessions in Williamsburg. The Teacher Institute presents stories of American history and citizenship 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 Resource Library has over 200 resources covering American history from 1607 through the Civil War, with more resources added monthly.The Idea of America is a comprehensive digital American history and civics curriculum based on the notion that America is at heart a great debate among four sets of valuesprivate wealth and commonwealth, unity and diversity, freedom and equality, and law and ethics. Many of the issues that American citizens faced as they built the Republic are linked to the issues we face today in national and global contexts. These issues, and historical events, can be framed within one or more of these sets of value tensions. Programs for secondary school students and the general public are designed to use American history to engage audiences today with their responsibilities as citizens. |
| EDUCATION, RESEARCH AND HISTORICAL INTEPRETATION | The Historic Area is a 301-acre outdoor history museum with over 600 original and reconstructed houses, outbuildings, shops, taverns, and public buildings. In or next to the Historic Area stand 89 original structures including the Presidents House, the Brafferton, and the Wren Building at the College of William and Mary, the Courthouse on Market Square, Bruton Parish Church, the Powder Magazine, and Wetherburns Tavern. The George Wythe House, the Peyton Randolph House, the Thomas Everard House, the James Geddy House, and the St. George Tucker House are other surviving 18th-century structures. Fifty major buildings and over 450 smaller structures have been rebuilt on their original sites of which the Governors Palace, the Capitol, and the Public Hospital are prime examples. The reconstructed Raleigh Tavern, which opened in September 1932, was the first fruit of the archaeological, architectural, and historical research that informed their replication. Charltons Coffeehouse, a 1760s establishment that catered to Williamsburgs elite, rebuilt on its original foundations opened in 2009 and celebrated its 10th anniversary. James Andersons Blacksmith and Public Armoury site of 1776-1780, which includes a large blacksmith shop, forge, tinshop, kitchen, workshop, privy, and several storage buildings opened in 2012. In 2015, the Foundation opened the Market House, located next to the Magazine. The Market House holds auctions and sells goods that would have been for sale during colonial times. Ninety acres of gardens and greens fashioned to 18th-century forms showcase the buildings. In addition, the Historic Area is surrounded by 2,800 acres of greenbelt owned or used by the Foundation.In 2016, the Foundation instituted a new Military Outreach Program, including the Liberty Lounge, which has, to date, hosted more than 200,000 military guests and their families. New programming introduced in the Historic Area in 2017 includes: ox cart rides and an expanded carriage program; candlemaking; a Native American encampment with program interpretation; two new Nation Builders a young Thomas Jefferson and a young Martha Washington; and the Colonial Musket Range where participants can fire two different reproduction 18th-century flintlock firearms commonly used during the Revolutionary War period and learn about the history of those firearms.A new interpretive site opened in 2017- Caesar Hopes Barber Shop. There guests meet John Caesar Barber Hope, a man who secured his freedom from slavery and eventually became a small business owner. Also new in 2017 was the debut of Patriots at Play, a new program located behind the Peyton Randolph House where our young guests learn about 18th-century life through hands-on activities. We also launched an ax-throwing range, providing another engaging site for older children and adults to learn about and experience this popular 18th-century pastime. Additionally, the Junior Apprentice Program introduces a new Historic Trades training program that provides STEM-based career opportunities for students. Finally, the Raleigh Tavern porch was reconstructed in 2017 based on meticulous architectural, archaeological, and historical research and by using traditional period construction methods and materials. The new porch further complements the sites existing interpretative offerings and serves as a popular venue to explore important events and topics of 18th-century life. Several years ago the Foundation launched initiatives to encourage more interaction between guests and interpreters portraying individuals who played important roles in the founding of our nation and development of our societynot only political leaders such as Thomas Jefferson, George Washington, and Patrick Henry but also ordinary men and women, free and enslaved, of Williamsburg. In 2018, new Nation Builders, Ann Wager and Clementina Rind, were added to allow us to explore with the guests the unexpected roles that women had to take on and their part in helping shape the course of the nation. Actor-interpreters portray a variety of Williamsburg residents at the time immediately prior to and during the American Revolution, including the gentry, politicians, military personnel, merchants, housewives, enslaved African-Americans, and Native Americans. A new ensemble theater piece, Created Equal, debuted on July 4th examining the unfilled promises of the founding documents for African Americans. A talented cadre of historical interpreters and subject matter experts offer on-going programs in the houses, taverns, and public buildings, such as the Governors Palace, Capitol, Powder Magazine, and other prominent sites. One of the best ways to spark excitement in young guests, we have discovered over the years, is to greet them with their costumed 18th-century counterparts. Therefore, the junior interpreter program continues to be a critical-and growing- part of Colonial Williamsburgs effort to help our youngest visitors develop a love of American history. Our junior interpreters participate in specialized training to enhance their knowledge of how to get families involved and give them the best possible Colonial Williamsburg experience. 2019 marked the 40th anniversary of African American interpretation at the Foundation. For many years, black employees worked in a variety of costumed positions, but it was not until 1979 that costumed interpreters began to share stories of the enslaved and free black population of Williamsburg from a first-person perspective. A powerful exhibition at the Raleigh Tavern titled Revealing the Priceless: 40 Years of African American Interpretation introduced thousands of guests to our efforts to bring stories of these men, women and children to life. A series of panel discussions featuring the African American interpretive programs founding members and current staff gave insight into the creation and implementation of such revolutionary programming in Virginia. In over twenty Historic Area trade sites, artisans practice trades with the tools and methods of the period. These highly skilled craftspeople, some in nearly extinct trades, include printers, bookbinders, tailors, joiners, cabinetmakers, carpenters, coopers, masons, milliners, shoemakers, wigmakers, foundry workers, tinsmiths, blacksmiths, gunsmiths, silversmiths, weavers, historic foodways experts, artists, and wheelwrights. Historical integrity is critical to Colonial Williamsburgs credibility and worldwide reputation. In order to serve historical accuracy, the Foundation supports a specialist research library that is open to the public by appointment. The John D. Rockefeller, Jr. Library houses over 75,000 circulating books, 50,000 manuscripts, 12,000 rare books, 5,000 reels of microfilm, 60,000 architectural drawings, and 400,000 photographs and slides. In 2016, the Foundation launched a free, online Educational Resource Library. In addition, research departments are devoted to training and Historical research, including on-going professional development for employees, and lively Fellows programs that draw to Colonial Williamsburg research scholars from across the world. Drawing from a collection of over 72,000 objects, Colonial Williamsburg furnishes, maintains, and interprets over 200 18th-century period rooms and craft shops. The Historic Area remains a residential community. Employees have the opportunity to rent houses and live in the Historic Area. The employees duties, representational role in the Foundation, and familiarity with sound conservation practices are some of the factors used in the assignment of a Historic Area Residence. During special events, employees may allow their homes to be open to the general public for tours. All Historic Area Residences are decorated for the Foundations annual Grand Illumination celebration. In 2019, employees rented 67 homes. |
| 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), some 19,000 architectural fragments, and over 600 original and reconstructed buildings. 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 to be 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.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 two new exhibitions in 2019: To Arm Against an Enemy: Weapons of the Revolutionary War and Textile Arts of Britain: A Commodity for the Colonies. In support of exhibitions and historic area installations and programming, 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. The Art Museums also made substantial progress on a three-year, 65,000-square-foot expansion and renovation. Fully gift funded, the project will be completed in early 2020.Bassett Hall, a restored 18th-century residence near the Capitol, is exhibited as Mr. and Mrs. John D. Rockefeller, Jr. furnished it for their personal use in the 1930s and 1940s. Over 125 objects of American folk art collected by Mrs. Rockefeller are displayed there. The Colonial Revival gardens and grounds also reflect the Rockefellers early 20th-century design. There guests may view native Virginia flora and fauna in the woods beyond the house. The Foundations pioneering and long-standing, archaeological research program is nationally and internationally recognized. Assembled over ninety years, its collections are at the core of historical archaeology in the United States and have long served as the national type collection for identifying and dating artifacts from North American sites of the colonial period. Active archaeological excavations are on-going. In 2018, excavations continued at the 1727 Robert Carter House as part of the joint Colonial Williamsburg/College of William & Mary Summer Field School. In March, we broke ground at Custis Square, site of the early 18th-century home and garden of John Custis IV. Through extensive research and archaeology, we hope to learn more about his elaborate landscape and estate, illuminating the lives of the free and enslaved people who lived and worked there. During the months of excavation in 2019, the archaeology staff recovered and cataloged more than 70,000 artifacts. These run the gamut of human occupation at the site and include projectile points made and used by American Indians about 4,500 BCE, a Spanish silver coin from the 17th century that is now the oldest of its kind in the archaeological collection, and early 18th-century wine bottles featuring Custiss seal. Custis was perhaps best known for his extensive pleasure garden and passion for botany. In 2019 crews located what may be the remains of that garden, discovering planting holes that likely date to the early 18th century. |
| Statement of Program Service Accomplishments | MISSIONThe Colonial Williamsburg Foundation is a nonprofit, tax-exempt educational organization established in 1928 to preserve and restore 18th-century Williamsburg, Virginia, which served as the colonial and Revolutionary capital of Virginia from 1699 to 1780. Responsibility for the Foundation rests with a Board of Trustees. The Foundation is organized and operated exclusively for charitable and educational purposes. Within that limitation, its principal purposes are to 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 educational activities related thereto. The Foundation strives to feed the human spirit by sharing Americas enduring story by preserving and restoring 18th-century Williamsburg and engaging, informing, and inspiring people as they learn about this historic colonial capital, the events that occurred here, and the diverse peoples who helped shape our nation. During 2019, over 533,000 ticketed guests were able to take part in its educational programs.The Foundations activities include historical research, archaeological research, preservation of artifacts and buildings, interpretation of exhibition buildings and historic trades, re-creation of historic events, creation of educational museum exhibitions, publication of scholarly and popular works, educational outreach including teacher training, distance-learning programs, curriculum development, websites, and conservation and exhibition of art and antiques.Support for Colonial Williamsburgs operations comes from such sources as admission fees, contributions, sales of trade products and licensed reproductions, taverns and restaurants, publications, property rentals, and hospitality and convention services. In accordance with board of trustees policies, support is provided annually from the Foundations endowment for educational and museum programs, as well as Historic Area preservation and restoration. In 2019, almost 90,000 donors made gifts and grants to the Foundation. |
| 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 Williamburg Company | ||||||||||||
| 301 First Street | Williamsburg | VA | 23185 | 541254106 | Hotel/Restaurant | VA | CWF | C corp | $66,540,457 | $13,252,999 | 1.00000 | Yes (true) |
| Williamsburg Developments Inc | ||||||||||||
| 301 First Street | Williamsburg | VA | 23185 | 541598949 | Land development | VA | CWC | C corp | $210,001 | $5,370 | 1.00000 | Yes (true) |
| Nancy B Spillance CRUT | ||||||||||||
| c/o RBC Trust Co PO Box 15 | Wilmington | DE | 19580 | 546505176 | Investment | DE | NA | Trust | $13,852 | 0.21000 | false | |
| Kathryn Mae Renner CRT | ||||||||||||
| c/o Washington Trust Bank | Spokane | WA | 99210 | 516595638 | Investment | CA | NA | Trust | $296,838 | 0.38000 | 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 Williamburg Company | ||
| a | $14,588,027 | FMV |
| Colonial Williamburg Company | ||
| d | $42,172,852 | FMV |
| Colonial Williamburg Company | ||
| j | $263,360 | FMV |
| Colonial Williamburg Company | ||
| l | $8,939,437 | FMV |
| Colonial Williamburg Company | ||
| m | $15,762,249 | FMV |
| Williamsburg Developments Inc | ||
| a | $3,285 | FMV |
| Williamsburg Developments Inc | ||
| d | $399,906 | FMV |
| Williamsburg Developments Inc | ||
| l | $142,470 | FMV |