COLONIAL WILLIAMSBURG FOUNDATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: COLONIAL WILLIAMSBURG FOUNDATION (EIN 54-0505888)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-11-16
IRS object ID: 201843209349301119
Schema version: 2017v2.2
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 I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-11-16T05:55:14-08:00	ReturnTs
Tax Period End	2017-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	135381590	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BDO USA LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	8401 GREENSBORO DRIVE 800	AddressLine1Txt
City	MCLEAN	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	22102	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2017-01-01	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	2018-11-16	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MARC BERGER	PreparerPersonNm
PTIN	P01871563	PTIN
Phone	7038930600	PhoneNum

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Gross Receipts	$486,808,551	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
All Affiliates Included	false	AllAffiliatesIncludedInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.history.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1928	FormationYr
Legal Domicile State	VA	LegalDomicileStateCd
Activity Or Mission	Preserve, restore, reconstruct, or otherwise maintain historical structures, objects, works of art and locations and to promote, encourage, and carry on any historical, interpretive, research, or related educational activities.	ActivityOrMissionDesc
Voting Members Governing Body	23	VotingMembersGoverningBodyCnt
Voting Members Independent	16	VotingMembersIndependentCnt
Total Employee	1778	TotalEmployeeCnt
Total Volunteers	830	TotalVolunteersCnt
Total Gross UBI	-$21,488,058	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	-$36,342,835	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$42,411,940	PYContributionsGrantsAmt
CY Contributions Grants	$53,939,050	CYContributionsGrantsAmt
PY Program Service Revenue	$39,146,074	PYProgramServiceRevenueAmt
CY Program Service Revenue	$37,122,169	CYProgramServiceRevenueAmt
PY Investment Income	$59,675,669	PYInvestmentIncomeAmt
CY Investment Income	$34,608,772	CYInvestmentIncomeAmt
PY Other Revenue	$6,743,272	PYOtherRevenueAmt
CY Other Revenue	$1,662,268	CYOtherRevenueAmt
PY Total Revenue	$147,976,955	PYTotalRevenueAmt
CY Total Revenue	$127,332,259	CYTotalRevenueAmt
PY Grants And Similar Paid	$18,580	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$11,789	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$67,921,466	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$60,922,600	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$445,579	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$325,022	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$9,452,682	CYTotalFundraisingExpenseAmt
PY Other Expenses	$70,508,132	PYOtherExpensesAmt
CY Other Expenses	$70,751,338	CYOtherExpensesAmt
PY Total Expenses	$138,893,757	PYTotalExpensesAmt
CY Total Expenses	$132,010,749	CYTotalExpensesAmt
PY Revenues Less Expenses	$9,083,198	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$4,678,490	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,434,330,618	TotalAssetsBOYAmt
Total Assets EOY	$1,481,138,743	TotalAssetsEOYAmt
Total Liabilities BOY	$395,753,532	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$407,993,518	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,038,577,086	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,073,145,225	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	$56,258,365	ExpenseAmt
Grant	$11,789	GrantAmt
Revenue	$20,628,801	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	$19,820,827	ExpenseAmt
Revenue	$16,325,241	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	$13,747,649	ExpenseAmt
Revenue	$168,127	RevenueAmt
Desc	Collections, Conservation & Museums-Colonial Williamsburg's wide-ranging collections, acquired over the past 85 years, provide the art, objects and artifacts 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 20 million fragments (probably the largest single archaeological holding relating to 18th-century America), and more than 15,000 architectural fragments.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$10,439,555	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue	$11,347,767	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$100,266,396	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
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
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	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
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 With Officer Ent	Yes (true)	BusinessRlnWithOfficerEntInd
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	353	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1778	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Form990 T Filed	false	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
DAF Excess Business Holdings	false	DAFExcessBusinessHoldingsInd
Taxable Distributions	false	TaxableDistributionsInd
Distribution To Donor	false	DistributionToDonorInd
Org Filed In Lieu Of Form1041	false	OrgFiledInLieuOfForm1041Ind
Licensed More Than One State	false	LicensedMoreThanOneStateInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	23	GoverningBodyVotingMembersCnt
Independent Voting Member	16	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 (45 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	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Mitchell B Reiss
President & CEO	65.00	0.00	Yes (X)	Yes (X)	$694,697	$0	$122,517
Henry C Wolf
Chairman	4.00	0.00	Yes (X)		$0	$0	$0
Steven L Miller
Trustee	2.00	0.00	Yes (X)		$0	$0	$0
Catherine O'Neill Broderick
Trustee	2.00	0.00	Yes (X)		$0	$0	$0
Mark A Coblitz
Trustee	2.00	0.00	Yes (X)		$0	$0	$0
Thomas F Farrell II
Trustee	2.00	0.00	Yes (X)		$0	$0	$0
Carly Fiorina
Trustee	2.00	0.00	Yes (X)		$0	$0	$0
Annette Gordon-Reed
Trustee	2.00	0.00	Yes (X)		$0	$0	$0
Conrad M Hall
Trustee	2.00	0.00	Yes (X)		$0	$0	$0
Antonia Hernandez
Trustee	2.00	0.00	Yes (X)		$0	$0	$0
Jo Ann Jenkins
Trustee	2.00	0.00	Yes (X)		$0	$0	$0
Anthony M Kennedy
Trustee	2.00	0.00	Yes (X)		$0	$0	$0
Mark J Kington
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
Cynthia H Milligan
Trustee	2.00	0.00	Yes (X)		$0	$0	$0
Joseph W Montgomery
Trustee	2.00	0.00	Yes (X)		$0	$0	$0
Thurston R Moore
Trustee	2.00	0.00	Yes (X)		$0	$0	$0
Thomas K Norment Jr
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
Joseph Cawley
Vice President	50.00	0.00		Yes (X)	$125,106	$0	$35,793
Kevin Crossett
Vice President	50.00	0.00		Yes (X)	$156,843	$0	$14,918
Jeffrey Duncan
Vice President	45.00	5.00		Yes (X)	$0	$249,282	$141,283
Davelin Forrest
Vice President	50.00	0.00		Yes (X)	$134,279	$0	$47,128
Mark Hileman
Vice President	50.00	0.00		Yes (X)	$315,199	$0	$120,226
Ronald Hurst
Vice President	50.00	0.00		Yes (X)	$257,423	$0	$127,861
Edward Maris-Wolf
Vice President	50.00	0.00		Yes (X)	$173,668	$0	$31,560
Nichole McDonald
Vice President	50.00	0.00		Yes (X)	$189,240	$0	$232
Kevin Patrick
Vice President	50.00	0.00		Yes (X)	$138,592	$0	$17,297
Samuel Rucker
Vice President	50.00	0.00		Yes (X)	$161,229	$0	$38,952
Paul Scott
Vice President	50.00	0.00		Yes (X)	$101,329	$0	$2,368
Cara Sisson
Vice President	50.00	0.00		Yes (X)	$139,273	$0	$24,296
Andrew Stevens
Vice President	50.00	0.00		Yes (X)	$125,399	$0	$3,637
James Thomas
Vice President	50.00	0.00		Yes (X)	$351,218	$0	$21,240
Robert Underwood
Vice President	50.00	0.00		Yes (X)	$292,851	$0	$75,386
Cynthia Williamson
Vice President	50.00	0.00		Yes (X)	$100,192	$0	$44,580
Hazel Wong
Director	50.00	0.00			$158,177	$0	$9,668	Yes (X)
Andrea Sardone
Director	50.00	0.00			$147,607	$0	$17,770	Yes (X)
Kenneth Wolfe
Director	50.00	0.00			$140,401	$0	$77,493	Yes (X)
Melissa Fraley Agguini
Director	50.00	0.00			$131,019	$0	$15,743	Yes (X)
Carl McColey
Director	50.00	0.00			$128,211	$0	$14,467	Yes (X)
John Bacon
Vice President	0.00	0.00			$102,609	$0	$40,290		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$4,264,562	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$249,282	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,044,705	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	22	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Kollin Altomare Architects Inc
1350 Coronado Ave	Long Beach	CA	90804	Architects	$1,545,316
Red Coats
2117 Lake Avenue	Richmond	VA	23230	Facilities mgmt	$1,152,803
Samuel Anderson Architects
301 West 38th Street	New York	NY	10018	Architects	$1,059,219
UPS
PO Box 79755	Baltimore	MD	21279	Freight	$768,257
Brightview Landscape Services
PO Box 740655	Atlanta	GA	30374	Landscape maintenanc	$710,530

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	23	CntrctRcvdGreaterThan100KCnt
Government Grants	$1,512,879	GovernmentGrantsAmt
All Other Contributions	$52,426,171	AllOtherContributionsAmt
Noncash Contributions	$3,273,850	NoncashContributionsAmt
Total Contributions	$53,939,050	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	ExclusionExclusionAmt
Admissions	611600	$18,402,482	$18,402,482
Historic Area Rentals	531110	$791,669		$791,669
Special Programs	611600	$1,602,777	$1,602,777
Taverns & Colonial Houses	722100	$16,325,241	$16,325,241

Field	Value	IRS element (for citing)
Total Program Service Revenue	$37,122,169	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$5,277,681	TotalRevenueColumnAmt
Unrelated Business Revenue	-$1,251,966	UnrelatedBusinessRevenueAmt
Exclusion	$6,529,647	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	$911,993	TotalRevenueColumnAmt
Exclusion	$911,993	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$16,460,642	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$23,412,399	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$6,951,757	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$6,951,757	TotalRevenueColumnAmt
Unrelated Business Revenue	-$7,856,432	UnrelatedBusinessRevenueAmt
Exclusion	$904,675	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$357,243,343	SecuritiesAmt
Other	$1,531,415	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$299,106,079	SecuritiesAmt
Other	$30,337,588	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$58,137,264	SecuritiesAmt
Other	-$28,806,173	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$29,331,091	TotalRevenueColumnAmt
Unrelated Business Revenue	-$24,490,902	UnrelatedBusinessRevenueAmt
Exclusion	$53,821,993	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	$11,347,767	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$6,620,226	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,727,541	TotalRevenueColumnAmt
Related Or Exempt Func Income	$3,388,144	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,339,397	UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Advertising	323100	$81,381	$81,381
Other	900099	$2,552,969	$10,615,914	-$8,062,945
Parking Fees	812930	$265,591		$265,591

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$74,550	TotalRevenueColumnAmt
Unrelated Business Revenue	$74,550	UnrelatedBusinessRevenueAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$2,974,491	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$127,332,259	TotalRevenueColumnAmt
Related Or Exempt Func Income	$39,718,644	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$21,488,058	UnrelatedBusinessRevenueAmt
Exclusion	$55,162,623	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$11,789	TotalAmt
Program Services	$11,789	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

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

Foreign Grants ForeignGrantsGrp

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

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$3,456,537	TotalAmt
Program Services	$431,091	ProgramServicesAmt
Management And General	$2,534,955	ManagementAndGeneralAmt
Fundraising	$490,491	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	$42,589,611	TotalAmt
Program Services	$29,872,810	ProgramServicesAmt
Management And General	$10,504,304	ManagementAndGeneralAmt
Fundraising	$2,212,497	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$285,493	TotalAmt
Management And General	$285,493	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$10,568,838	TotalAmt
Program Services	$6,785,305	ProgramServicesAmt
Management And General	$3,198,118	ManagementAndGeneralAmt
Fundraising	$585,415	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$4,022,121	TotalAmt
Program Services	$2,353,917	ProgramServicesAmt
Management And General	$1,458,244	ManagementAndGeneralAmt
Fundraising	$209,960	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$16,459,759	TotalAmt
Program Services	$16,459,759	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$467,685	TotalAmt
Management And General	$467,685	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$175,658	TotalAmt
Management And General	$175,658	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	$325,022	TotalAmt
Fundraising	$325,022	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$3,253,767	TotalAmt
Program Services	$3,253,767	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	-$7,838,355	TotalAmt
Program Services	$2,886,301	ProgramServicesAmt
Management And General	-$10,724,656	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$4,719,728	TotalAmt
Program Services	$4,666,073	ProgramServicesAmt
Management And General	$28,049	ManagementAndGeneralAmt
Fundraising	$25,606	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,397,677	TotalAmt
Program Services	$3,267,212	ProgramServicesAmt
Management And General	$752,297	ManagementAndGeneralAmt
Fundraising	$4,378,168	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$1,990,340	TotalAmt
Program Services	$305,511	ProgramServicesAmt
Management And General	$1,673,363	ManagementAndGeneralAmt
Fundraising	$11,466	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$3,196	TotalAmt
Program Services	$3,196	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$3,981,657	TotalAmt
Program Services	$3,333,928	ProgramServicesAmt
Management And General	$645,157	ManagementAndGeneralAmt
Fundraising	$2,572	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$388,722	TotalAmt
Program Services	$201,820	ProgramServicesAmt
Management And General	$89,315	ManagementAndGeneralAmt
Fundraising	$97,587	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	$420,381	TotalAmt
Program Services	$219,897	ProgramServicesAmt
Management And General	$196,895	ManagementAndGeneralAmt
Fundraising	$3,589	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$5,348,081	TotalAmt
Program Services	$1,214,210	ProgramServicesAmt
Management And General	$4,133,871	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$9,950,323	TotalAmt
Program Services	$6,395,895	ProgramServicesAmt
Management And General	$3,532,601	ManagementAndGeneralAmt
Fundraising	$21,827	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$838,650	TotalAmt
Program Services	$838,650	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
Maintenance & Repairs	$7,415,193	$6,183,472	$1,206,873	$24,848
Contracted Services	$4,349,874	$2,629,804	$1,685,763	$34,307
Miscellaneous	$4,274,518	$3,593,386	$600,786	$80,346
Equipment Rental & Maintenance	$3,788,972	$3,058,346	$726,542	$4,084

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,365,512	TotalAmt
Program Services	$2,300,257	ProgramServicesAmt
Management And General	-$879,642	ManagementAndGeneralAmt
Fundraising	$944,897	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$132,010,749	TotalAmt
Program Services	$100,266,396	ProgramServicesAmt
Management And General	$22,291,671	ManagementAndGeneralAmt
Fundraising	$9,452,682	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	$18,196,394	BOYAmt
EOY	$36,202,998	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$14,354,434	BOYAmt
EOY	$9,798,540	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,561,277	BOYAmt
EOY	$2,074,829	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	$51,717	BOYAmt
EOY	$39,469	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$7,424,508	BOYAmt
EOY	$1,870,498	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,404,212	BOYAmt
EOY	$1,672,151	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$652,332,081	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$362,679,581	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$311,076,079	BOYAmt
EOY	$289,652,500	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$55,636,673	BOYAmt
EOY	$64,879,461	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$607,972,005	BOYAmt
EOY	$628,843,702	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	$416,483,319	BOYAmt
EOY	$445,934,595	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,434,330,618	BOYAmt
EOY	$1,481,138,743	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$21,017,421	BOYAmt
EOY	$19,500,933	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$28,772,396	BOYAmt
EOY	$26,406,490	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$3,340,126	BOYAmt
EOY	$3,751,720	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$282,137,448	BOYAmt
EOY	$302,181,457	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$60,486,141	BOYAmt
EOY	$56,152,918	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$395,753,532	BOYAmt
EOY	$407,993,518	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$627,199,360	BOYAmt
EOY	$613,788,517	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$141,323,277	BOYAmt
EOY	$177,848,130	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$270,054,449	BOYAmt
EOY	$281,508,578	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,038,577,086	BOYAmt
EOY	$1,073,145,225	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,434,330,618	BOYAmt
EOY	$1,481,138,743	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$4,678,490	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$31,287,833	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$7,958,796	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	$29,276,705	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$39,044,526	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$39,728,293	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$42,411,940	CurrentTaxYearMinus1YearAmt
Current Tax Year	$53,939,050	CurrentTaxYearAmt
Total	$204,400,514	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$60,419,580	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$58,952,777	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$59,275,974	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$55,527,321	CurrentTaxYearMinus1YearAmt
Current Tax Year	$48,469,936	CurrentTaxYearAmt
Total	$282,645,588	TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	-$3,860,097	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	-$4,437,234	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	-$5,262,600	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	-$5,601,531	CurrentTaxYearMinus1YearAmt
Current Tax Year	-$4,112,488	CurrentTaxYearAmt
Total	-$23,273,950	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	$85,836,188	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$93,560,069	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$93,741,667	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$92,337,730	CurrentTaxYearMinus1YearAmt
Current Tax Year	$98,296,498	CurrentTaxYearAmt
Total	$463,772,152	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,043,798	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,578,620	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,462,539	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,808,366	CurrentTaxYearMinus1YearAmt
Current Tax Year	$8,362,562	CurrentTaxYearAmt
Total	$18,255,885	TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,045,391	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,087,604	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,082,079	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,064,010	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,142,777	CurrentTaxYearAmt
Total	$5,421,861	TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,089,189	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,666,224	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,544,618	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$6,872,376	CurrentTaxYearMinus1YearAmt
Current Tax Year	$9,505,339	CurrentTaxYearAmt
Total	$23,677,746	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total509	$440,094,406	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$16,377,738	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$12,601,836	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$12,202,033	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$12,217,780	CurrentTaxYearMinus1YearAmt
Current Tax Year	$13,006,700	CurrentTaxYearAmt
Total	$66,406,087	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	$16,377,738	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$12,601,836	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$12,202,033	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$12,217,780	CurrentTaxYearMinus1YearAmt
Current Tax Year	$13,006,700	CurrentTaxYearAmt
Total	$66,406,087	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	$2,325,163	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,598,480	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$2,264,153	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,845,509	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,974,491	CurrentTaxYearAmt
Total	$12,007,796	TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$104,539,089	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$108,760,385	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$108,207,853	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$106,401,019	CurrentTaxYearMinus1YearAmt
Current Tax Year	$114,277,689	CurrentTaxYearAmt
Total	$542,186,035	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	0.81170	PublicSupportCY509Pct
Public Support PY509	0.82940	PublicSupportPY509Pct
Investment Income CY	0.12250	InvestmentIncomeCYPct
Investment Income PY	0.13520	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

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	$9,503	FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$9,503	FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$100,256,893	FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

Field	Value	IRS element (for citing)
Filing Organizations Total	$100,266,396	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	$45,051	CurrentYearMinus3Amt
Current Year Minus2	$42,842	CurrentYearMinus2Amt
Current Year Minus1	$35,203	CurrentYearMinus1Amt
Current Year	$9,503	CurrentYearAmt
Total	$132,599	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	$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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$783,735,912	BeginningYearBalanceAmt
Contributions	$9,266,632	ContributionsAmt
Investment Earnings Or Losses	$73,073,998	InvestmentEarningsOrLossesAmt
Other Expenditures	$92,168,326	OtherExpendituresAmt
Administrative Expenses	$2,364,618	AdministrativeExpensesAmt
End Year Balance	$771,543,598	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$734,803,331	BeginningYearBalanceAmt
Contributions	$6,226,276	ContributionsAmt
Investment Earnings Or Losses	$116,253,448	InvestmentEarningsOrLossesAmt
Other Expenditures	$71,079,328	OtherExpendituresAmt
Administrative Expenses	$2,467,815	AdministrativeExpensesAmt
End Year Balance	$783,735,912	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.42000	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.40000	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.18000	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	$49,634,081	OtherCostOrOtherBasisAmt
Book Value	$49,634,081	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$473,330,097	OtherCostOrOtherBasisAmt
Depreciation	$265,203,418	DepreciationAmt
Book Value	$208,126,679	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$112,744,144	OtherCostOrOtherBasisAmt
Depreciation	$97,435,844	DepreciationAmt
Book Value	$15,308,300	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$16,623,759	OtherCostOrOtherBasisAmt
Depreciation	$40,319	DepreciationAmt
Book Value	$16,583,440	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$289,652,500	TotalBookValueLandBuildingsAmt
Total Book Value Securities	$628,843,702	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (10 entries)

DescDesc	Book ValueBookValueAmt
Cash Surrender Value-Life Insurance
Deferred Bond Cost	$213,926
Deferred Loan Cost	$117,064
Gift Annuities	$16,673,364
Interfund Receivable	$307,135,521
Investment in Subsidiary	$97,131,207
Other	$4,053,566
Pooled Income Funds	$1,888,455
Resident Held Subject to Life Interest	$10,430,669
Various Unitrusts	$8,290,823

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$445,934,595	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
Accrued Long-Term Disability/Retirement	$15,275,710
Deferred Income	$6,392,444
Other Liabilities	$6,099,596
Pension	$15,033,447
Split Interest Agreements	$13,351,721

Field	Value	IRS element (for citing)
Total Liability	$56,152,918	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 six 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 209 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, 2017.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 (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
Warfield & Walsh Inc
601 S Washington Street	Alexandria	VA	22314	Direct mail	false	$1,264,411	$165,855	$1,098,556
Edge Direct LLC
3030 Waterview Ave	Baltimore	MD	21230	Fundraising Consultant	false	$2,546,910	$110,000	$2,436,910
Wilson Bennett Technology
140 Professional Drive	Cabot	AR	72023	Phonathon	false	$82,562	$45,000	$37,562
(no name)
					false
(no name)
					false
(no name)
					false

Field	Value	IRS element (for citing)
Total Gross Receipts	$3,893,883	TotalGrossReceiptsAmt
Total Retained By Contractors	$320,855	TotalRetainedByContractorsAmt
Total Net To Organization	$3,573,028	TotalNetToOrganizationAmt
Licensed States	AL	LicensedStatesCd
Licensed States	AK	LicensedStatesCd
Licensed States	AZ	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 $1,396,535 in fundraising expenses, such as artwork, printing, mail processing, photography, list rentals, caging and postage.	ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

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

US Address USAddress

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

Field	Value	IRS element (for citing)
Recipient EIN	540568800	RecipientEIN
IRC Section	501(c)(3)	IRCSectionDesc
Cash Grant	$11,789	CashGrantAmt
Non Cash Assistance	$0	NonCashAssistanceAmt
Purpose Of Grant	Support Historic Jamestowne	PurposeOfGrantTxt

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

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Grantmaker's Description of How Grants are Used	FormAndLineReferenceDesc
Explanation	Preservation Virginia provides monthly and quarterly interim financial reports, as well as year end audited financial statements to the Foundation. These reports are reviewed by the Controller and the Vice President for Research and Historic Interpretation.	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	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	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
Rebuttable Presumption Proc	false	RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (18 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt
Andrea Sardone
Director	$146,607	$1,000	$8,744	$9,026	$165,377
Cara Sisson
Vice President	$128,039		$16,721	$7,575	$163,569	$11,234
Davelin Forrest
Vice President	$129,016		$36,867	$10,261	$181,407	$5,263
Edward Maris-Wolf
Vice President	$156,364		$7,757	$23,803	$205,228	$17,304
Hazel Wong
Director	$139,177	$1,000	$4,830	$4,838	$167,845	$18,000
James Thomas
Vice President	$340,729			$21,240	$372,458	$10,489
Jeffrey Duncan
Vice President							$249,282	$121,757	$19,526	$390,565
John Bacon
Vice President				$40,290	$142,899	$102,609
Joseph Cawley
Vice President	$105,357		$19,935	$15,858	$160,899	$19,749
Kenneth Wolfe
Director	$133,596	$1,000	$63,316	$14,177	$217,894	$5,805
Kevin Crossett
Vice President	$138,843		$13,415	$1,503	$171,761	$18,000
Kevin Patrick
Vice President	$137,794			$17,297	$155,889	$798
Mark Hileman
Vice President	$300,849		$64,073	$56,153	$435,425	$14,350
Mitchell B Reiss
President & CEO	$569,655	$100,000	$33,496	$89,021	$817,214	$25,042
Nichole McDonald
Vice President	$182,407			$232	$189,472	$6,833
Robert Underwood
Vice President	$252,821		$23,170	$52,216	$368,237	$40,030
Ronald Hurst
Vice President	$235,128		$112,794	$15,067	$385,284	$22,295
Samuel Rucker
Vice President	$158,524		$17,754	$21,198	$200,181	$2,705

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, Florida, Illinois, Indiana and New York.Travel costs for spouses of members of the Board of Trustees are paid for attendance at Board meeting in Williamsburg.In 2017, the Foundation required the President to live in a house in the Historic Area to better facilitate the performance of their 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 K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd
Economic Development Auth
A	541696911	2006-06-20	$9,600,000	Acquire, construct, improve	false	false
Economic Development Auth
B	541696911	2012-09-01	$5,600,000	Refunding bond for Series 1998	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceedsAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Capital ExpendituresCapitalExpendituresAmt	UnspentUnspentAmt	Current RefundingCurrentRefundingInd	Advance RefundingAdvanceRefundingInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$9,600,000	$60,117	$9,356,573	$186,310	false	false	Yes (true)	Yes (true)
B	$5,600,000				Yes (true)	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	false	false	false	Yes (true)
B	false	false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Exception To RebateExceptionToRebateInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A	false	Yes (true)	false	false	false	false
B	false	Yes (true)	false	false	false	false

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Part VI	FormAndLineReferenceDesc
Explanation	Part IV, 2(b): Tax-exempt bond issue A is a bank-qualified, tax-exempt bond held by Bank of America. There was no investment of proceeds and no possibility of rebate.Part IV, 2 (b): Tax-exempt bond issue B was a refunding. There was no investment of proceeds and no possibility of rebate.	ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
Mara Hileman
Family of Officer	$19,355	Employment	false
Elizabeth Reiss
Family of Officer	$36,000	Independent Contract	false
Williamsburg Development
Share offcr/trustee	$120,440	Lease, interest	false
Hunton Andrews Kurth LLP
Share trustee	$184,460	Legal services	false
Kaufman Canoles PC
Share trustee	$187,530	Legal services	false
Colonial Williamsburg Co
Share offcr/trustee	$36,672,946	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	20	ContributionCnt
Noncash Contributions Rpt F990	$5,726	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	174	ContributionCnt
Noncash Contributions Rpt F990	$3,268,124	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 send 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 (15 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Client Note 1	Client Note 1 - Charitable Contributions Carryforward Schedule:2012 Charitable Contributions Expiring 12/31/17 $431,9292013 Charitable Contributions Expiring 12/31/18 377,9592014 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 1,065 1,354,1922012 Charitable Contributions Expiring 12/31/17 (431,929)Amount Available for Carryforward at 12/31/17 992,263
Client Note 2	Client Note 2 - Form 3800: Part I, Line 42002 Rehabilitation Credit 3,949,861Amount allowable in 2017 0Amount available for carryforward at 12/31/2017 3,949,861
Form 990, Part III, Line 4d: Other Program Services Description	OTHER PROGRAM SERVICES 4: Collections, Conservation & Museums-Colonial Williamsburg's wide-ranging collections, acquired over the past 85 years, provide the art, objects and artifacts 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 20 million fragments (probably the largest single archaeological holding relating to 18th-century America), and more than 15,000 architectural fragments.
Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et	Mitchell Reiss, Mark Hileman, Thomas Farrell, II, Carly Fiorina, Steven Miller, Henry Wolf, Thurston Moore and Thomas Norment, Jr. 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 Executice Director 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 for 2017, 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 = $919786
Other Changes In Net Assets Or Fund Balances - Other Increases	Eliminate FAS 158 Adjustment = $7039010
COLLECTIONS, CONSERVATION, AND MUSEUMS	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), more than 15,000 architectural fragments, and over 600 original and reconstructed buildings. The collections of British and American art and antiques include 72,000 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 art and antiques. Highlights from its exhibitions include the following: English silver; British pottery and porcelain; paintings by Gilbert Stuart, Thomas Sully, John Wollaston, Charles Willson Peale, Godfrey Kneller, Peter Lely, and others; keyboard, string, and wind instruments; historic maps of America and the world; clothing and accessories from the late 17th through the mid-19th centuries; British and American needlework; 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 at the Public Hospital site. 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 five new exhibitions in 2017: Printed Fashions: Textiles for Clothing and Home; Artists on the Move: Portraits for a New Nation; Americas Folk Art; We the People: American Folk Portraits; and Face Your Fears. 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.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 40s. 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 twentieth-century design. There, guests may view native Virginia flora and fauna in the woods beyond the house. The Foundations pioneering, long-standing, active archaeology program is nationally and internationally recognized and its collections formed the basis for the definition of the field of historical archaeology in the United States. Williamsburgs specimens have served as the national type collection for identifying and dating the artifacts encountered on North American sites of the colonial period. Active archaeological excavations are on-going. In 2017, a new excavation was begun behind the Robert Carter House as part of the joint Colonial Williamsburg/College of William & Mary Summer Field School and continues through 2018. Imaginative, new hands-on archaeological programs for children are developed annually to meet public demand for more offerings on this popular topic.
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 88 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. The Governors Palace, the Capitol, and the Public Hospital are examples. The reconstructed Raleigh Tavern, which opened in September 1932, was the first fruit of the archaeological, architectural, and historical research that informed their duplication. In 2009, the Foundation opened Charltons Coffeehouse, a 1760s establishment that catered to Williamsburgs elite, that was rebuilt on its original foundations. 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 100,000 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. 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 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. In over twenty Historic Area trade sites, artisans practice trades with the tools and methods of the period. These highly skilled craftspersons, some in nearly extinct trades, comprise printers, bookbinders, tailors, joiners, cabinetmakers, carpenters, coopers, masons, milliners, shoemakers, wigmakers, foundry workers, tinsmiths, blacksmiths, gunsmiths, silversmiths, weavers, historic foodways experts, artists, and wheelwrights. 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 research. 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 2017, employees rented sixty-eight homes.Colonial Williamsburgs Institute for Teacher Professional Development 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.In addition, Colonial Williamsburg conducts year-round teacher professional development programming in American history, civics, and literacy for elementary, middle, and high school teachers. In intensive week-long Institutes, customized workshops in Williamsburg, and one- and two-day seminars in school districts around the country, Colonial Williamsburg staff immerse participants in American history and teach the hands-on, engaging museum techniques that enliven the teaching of American history in the classroom. 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.
PRODUCTS	Colonial Williamsburg develops a wide range of products based on items used in the 18th-century. Most products are either reproductions or an interpretation of household items, including furniture, china, jewelry, and food. Many items from Colonial Williamsburgs collection are reproduced or interpreted for the use and education of those who purchase them. Products are marketed through licensed manufacturers around the country and through retail shops, direct marketing, online and wholesale operations in Williamsburg. The Foundation operates 19 shops in and surrounding the Historic Area.The shops support the Foundations educational story line, Buying Respectability, which describes 18th-century consumer revolution, the far-reaching transformation in peoples standards and styles of living that revolutionized trade, commerce, technology, and, ultimately, the way people lived at every level of society. For polite society shopping went from being primarily a matter of obtaining the necessities of live to a pleasurable leisure activity in its own right, associated with sociability, sensory experience, the fashioning of selfhood and the expression of individual and collective identities. Seeking respectability, many people craved fashionable wardrobes, a formal house, the latest table wares, and a variety of social refinements. Widespread possession of fashionable items, combined with etiquette book manners, contributed to a novel ideaequalitya belief in every persons equal worth and his or her right to strive for a better life. Their widely shared democratic experience as consumers enabled Americans of various backgrounds to express in unison their anger at parliament and their resolve to oppose what they perceived as unjust laws.
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 2017, over 503,000 ticketed guests were able to take part in its educational programs.The Foundations activities include historical research, preservation of artifacts and buildings, interpretation of exhibition buildings and historic trades, re-creation of historic events, 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, DVDs and compact discs, 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 2017, almost 119,000 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	Direct Controlling NADirectControllingNACd
Colonial Williamburg Company
301 First Street	Williamsburg	VA	231871776	541254106	Hotel/Restaurant	VA	CWF	C corp	$60,247,769	$16,397,003	1.00000	Yes (true)
Williamsburg Developments Inc
301 First Street	Williamsburg	VA	231871776	541598949	Land development	VA	CWC	C corp	$117,902	$5,398	1.00000	Yes (true)
Nancy B Spillance CRUT
c/o RBC Trust Co PO Box 15	Wilmington	DE	19580	546505176	Investment	DE		Trust		$13,791	0.20000	false	N/A
Kathryn Mae Renner CRT
c/o MorganStanley 1225 Prospect	La Jolla	CA	92037	516595638	Investment	CA		Trust		$296,328	0.36000	false	N/A

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	Yes (true)	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	$13,847,528	FMV
Colonial Williamburg Company
d	$48,248,967	FMV
Colonial Williamburg Company
j	$305,781	FMV
Colonial Williamburg Company
l	$7,902,873	FMV
Colonial Williamburg Company
m	$17,263,926	FMV
Williamsburg Developments Inc
a	$2,369	FMV
Williamsburg Developments Inc
e	$666,213	FMV
Williamsburg Developments Inc
l	$118,071	FMV