2017-12-12T06:28:26-08:00 2015-12-31 990 2015-01-01 540505888 Colonial Williamsburg Foundation COLO 7572291000 PO Box 1776 Williamsburg VA 23187 Kevin Patrick CFO 2017-12-12 2015 2017-02-10 21:41:12Z X 552231052 false false X www.history.org X 1928 VA Preserve, restore, reconstruct, or otherwise maintain historical structures, objects, works of art and locations and to promote, encourage, and carry on any historical, interpretive, research, or related educational activities. 23 18 2031 850 881608 -9540158 39044526 39728293 37954947 38622701 61845502 71545164 9934529 9063892 148779504 158960050 872670 101215 0 60350653 67723146 98343 0 9071012 72895990 70855203 134217656 138679564 14561848 20280486 1576330932 1534434518 379370026 371223157 1196960906 1163211361 X 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. false false 51981296 23874279 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. See Federal Supplemental Information for further detail. 19106287 16987938 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. See Federal Supplemental Information for further detail. 14561974 20653273 Products-Items sold in the retail shops in and around the Historic Area become a tangible part of the learning experience. The purpose of the sales are to enhance public awareness and knowledge of the designs and craftsmanship exemplified in 18th-century Williamsburg. See Federal Supplemental Information for further detail. 19969624 2653568 105619181 true true false true false false false true false true true true false true true true false true false false true false false false false false false true false true true false false false false false false false false false false true true false false true true true true false false true 416 0 true 2031 true true true false false false false true true false 0 false false false false false false false false false false X 23 18 true false false false false false false true true false false true true true true true true true true false AK AL AR CA CO CT DC FL GA HI IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X Mary C Gummo 7572207135 PO Box 1776 Williamsburg VA 231871776 Mitchell B Reiss President & CEO 65.00 0.00 X X 572654 0 110268 Thomas F Farrell II Chairman 4.00 0.00 X 0 0 0 Catharine O'Neill Broderick Trustee 1.00 0.00 X 0 0 0 Mark A Coblitz Trustee 1.00 0.00 X 0 0 0 Richard M Donnelly Trustee 4.00 0.00 X 0 0 0 Antonia Hernandez Trustee 1.00 0.00 X 0 0 0 Jo Ann Jenkins Trustee 1.00 0.00 X 0 0 0 Anthony M Kennedy Trustee 2.00 0.00 X 0 0 0 Mark J Kington Trustee 2.00 0.00 X 0 0 0 John A Luke Jr Trustee 1.00 0.00 X 0 0 0 Forrest E Mars Jr Trustee 2.00 0.00 X 0 0 0 Judith A McHale Trustee 1.00 0.00 X 0 0 0 Leslie A Miller Trustee 1.00 0.00 X 0 0 0 Steven L Miller Trustee 2.00 0.00 X 0 0 0 Cynthia H Milligan Trustee 2.00 0.00 X 0 0 0 Louis W Moelchert Jr Trustee 1.00 0.00 X 0 0 0 Thurston R Moore Trustee 2.00 0.00 X 0 0 0 Thomas K Norment Jr Trustee 1.00 0.00 X 0 0 0 Joseph Christopher Simmons Trustee 1.00 0.00 X 0 0 0 Sheldon M Stone Trustee 1.00 0.00 X 0 0 0 Y Ping Sun Trustee 1.00 0.00 X 0 0 0 Henry C Wolf Trustee 2.00 0.00 X 0 0 0 Anthony C Zinni Trustee 2.00 0.00 X 0 0 0 Joseph Cawley Vice President 50.00 0.00 X 208420 0 43050 Kathleen Gallon Vice President 50.00 0.00 X 123617 0 8540 Michael Holtzman Vice President 50.00 0.00 X 366221 0 20940 James Horn Vice President 50.00 0.00 X 47251 0 2737 Ronald Hurst Vice President 50.00 0.00 X 237573 0 79791 Kelli Mansel-Arbuckle Vice President 50.00 0.00 X 150048 0 37325 Edward Maris-Wolf Vice President 50.00 0.00 X 163964 0 34205 Michael Rierson Vice President 50.00 0.00 X 222902 0 56098 Robert Underwood Vice President 50.00 0.00 X 233095 0 41770 Gail Waddell Vice President 50.00 0.00 X 326469 0 80434 William E White Vice President 50.00 0.00 X 226460 0 143207 Cynthia A Williamson Vice President 50.00 0.00 X 209632 0 60541 Kenneth Wolfe Vice President 50.00 0.00 X 143564 0 52401 Jeffrey A Duncan Controller 50.00 0.00 X 155850 0 41025 Ralph Ferebee Director 50.00 0.00 X 134545 0 31108 Denise Kellogg Director 50.00 0.00 X 160741 0 10835 Douglas K Marty Director 50.00 0.00 X 174701 0 43293 Fredrika Teute Director 50.00 0.00 X 134220 0 45016 John Bacon Vice President 0.00 0.00 X 317350 0 19324 Colin Campbell President 50.00 0.00 X 644945 0 82692 Katherine Whitehead Vice President 0.00 0.00 X 120356 0 0 5074578 1044600 21 true true false Red Coats Inc 2117 Lake Avenue Richmond VA 23230 Facilities Mgmt 1317740 The Martin Agency Inc One Shockoe Plaza Richmond VA 23219 Advertising 891657 UPS PO Box 7247-0244 Philadelphia PA 19170 Freight 831138 Sapient Corporation PO Box 4866 Boston MA 02212 Mobile AppDevelopers 664749 Novitex Enterprise Solutions 11520 Saddlerigde Rd Glen Allen VA 23059 Mail Service 574988 5 1303291 38425002 5795990 39728293 Admissions 611600 19076948 19076948 Historic Area Rentals 531110 841090 841090 Special Programs 611600 1716725 1716725 Taverns & Colonial Houses 722100 16987938 16987938 38622701 4627042 -1654625 6281667 0 928602 928602 16790642 13960 22139436 205 -5348794 13755 -5335039 -6650697 1315658 428063351 539035 360851780 832484 67211571 -293449 66918122 66918122 0 0 20653273 9447097 11206176 8333134 2873042 Other 900099 1858969 6140155 -4281186 Parking Fees 812930 231451 231451 Theatre 512000 96561 96561 77172 77172 2264153 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16619502 Deferred Income 3714647 Other Liabilities 6047393 Pension 6421246 Split Interest Agreements 13541880 46344668 X 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 200 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, 2015.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. 0 0 Unrelated trade or business 0 true false false true false false true Preservation Virginia 204 W Franklin Street Richmond VA 23220 540568800 501(c)(3) 101215 0 Support Historic Jamestowne 1 0 Grantmaker's Description of How Grants are Used 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. X X X X X X true true X X X X true true false false false false false false false false Colin Campbell President 620945 24000 82692 727637 Cynthia A Williamson Vice President 185632 24000 49244 11297 270173 Denise Kellogg Director 147140 13601 9681 1154 171576 Douglas K Marty Director 160369 1500 12832 18116 25177 217994 Edward Maris-Wolf Vice President 145964 18000 12464 21741 198169 Fredrika Teute Director 124763 9457 40056 4960 179236 Gail Waddell Vice President 302797 23672 50781 29653 406903 Jeffrey A Duncan Controller 155850 23308 17717 196875 John Bacon Vice President 311000 6350 19324 336674 Joseph Cawley Vice President 184420 24000 21462 21588 251470 Katherine Whitehead Vice President 120356 120356 Kelli Mansel-Arbuckle Vice President 132048 18000 34752 2573 187373 Kenneth Wolfe Vice President 137625 5939 34005 18396 195965 Michael Holtzman Vice President 304836 61385 20940 387161 Michael Rierson Vice President 222902 32307 23791 279000 Mitchell B Reiss President & CEO 546199 26455 25867 84401 682922 Ralph Ferebee Director 130631 3914 8487 22621 165653 Robert Underwood Vice President 186204 46891 15655 26115 274865 Ronald Hurst Vice President 215617 21956 58382 21409 317364 William E White Vice President 202850 23610 121466 21741 369667 Part I, Line 1a: Relevant information in regards to selections on 1a. Travel for companions - The Foundation paid for travel costs for Mr. Reiss' wife to visit with donors and participate in activities in New York, California and Tennessee.Travel costs for spouses of members of the Board of Trustees are paid for attendance at Board meeting in Williamsburg.In 2015, the Foundation required the President and Senior Vice President of Development to live in houses in the Historic Area to better facilitate the performance of their duties, and the houses were 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. A Economic Development Auth 541696911 2006-06-20 9600000 Acquire, construct, improve false false B Economic Development Auth 541696911 2012-09-01 5600000 Refunding bond for Series 1998 false false A 9600000 60117 9356573 186310 false false true true B 5600000 true false true true A false false false false true B false false false false true A false true false false false false B false true false false false false A true B true Part VI 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. Charles White Family-ofcr 50983 Employment false Kaufman Canoles Share trustee 122151 Legal services false Hunton Williams Share trustee 210754 Legal services false Colonial Williamsburg Com Share ofcr/trustee 35486416 Mgmt fee,lease,inter false X 87 444556 Market X 5120 Market X 160 3598314 Market X 3 1748000 Market 5 false true true Part I, Line 32, Hire and Use of Third Parties 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. Client Note 1 Client Note 1 - Charitable Contributions Carryforward Schedule:2010 Charitable Contributions Expiring 12/31/15 $387,8152011 Charitable Contributions Expiring 12/31/16 371,8212012 Charitable Contributions Expiring 12/31/17 431,9292013 Charitable Contributions Expiring 12/31/18 377,9592014 Charitable Contributions Expiring 12/31/19 408,1682015 Charitable Contributions Expiring 12/31/20 81,730 2,059,4212010 Charitable Contributions Expiring 12/31/15 (387,815)Amount Available for Carryforward at 12/31/15 1,671,606 Client Note 2 Client Note 2 - Line 12: Other IncomeProduction Truck Net Rental Income $2,800Labor (1,300)Net Production Truck Rental Income 1,500 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. See Federal Supplemental Information for further detail. OTHER PROGRAM SERVICES 5: Education-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. See Federal Supplemental Information for further detail. Client Note 4 Client Note 4 - Line 4: Average Acquisition Debt Principal Balance 1/1/2015 12/31/2015 AverageBrooks Prop 7,569 3,762 5,666 College Corner 6,904,186 6,904,186 6,904,186 Vehicle Maint 3,897,472 3,897,472 3,897,472 Leased Prop 154,099,753 154,099,753 154,099,753 Tax Credit 35,248,946 35,248,946 35,248,946 Line 5: Average Adjusted Basis Principal Balance 1/1/2015 12/31/205 AverageBrooks Prop 0 0 0College Corner 4,691,401 4,526,298 4,608,849 Vehicle Maint 2,771,320 2,614,129 2,692,725 Leased Prop 93,400,886 90,496,696 91,948,791 Tax Credit 25,563,883 24,686,348 25,125,116 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 for Finance and the President. 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 2015, 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 Decreases Change in value of Split Interest Agreements = -$1951235 Other Changes In Net Assets Or Fund Balances - Other Decreases Eliminate ASC 740 Adjustment = -$2654601 Amended Explanation Received amended K-1 from partnership. Reporting additional capital gain net income as unrelated business income in Part VIII, line 3,column C.Unrelated business income as originally filed, Column C, ln 12:184,231Additional income from amended K-1:697,377Unrelated business income as amended, Column C, ln 12:881,608 Charltons Coffeehouse LLC 134 N Henry Street Williamsburg VA 23185 Property acquisition VA CWF Colonial Williamburg Company PO Box 1776 Williamsburg VA 231871776 541254106 Hotel/Restaurant VA CWF C corp -22114404 15734450 1.00000 true Colonial Williamsburg Child Development PO Box 1776 Williamsburg VA 231871776 541549805 Rental VA CWF C corp 1.00000 true Williamsburg Developments Inc PO Box 1776 Williamsburg VA 231871776 541598949 Land development VA CWC C corp -104390 897525 1.00000 true Coon Charitable Remainder Trust c/o JPMorgan Chase 21 South Chicago IL 60670 367145518 Investment IL N/A Trust 1907324 1.00000 false Nancy B Spillance CRUT c/o RBC Trust Co PO Box 15 Wilmington DE 19580 546505176 Investment DE N/A Trust 7139 0.10300 false Kathryn Mae Renner CRT c/o MorganStanley 1255 Prospect La Jolla CA 92037 516595638 Investment CA N/A Trust 268294 0.32500 false true false false true false false false false false false true true true false false false false false false Colonial Williamburg Company a 13946337 FMV Colonial Williamburg Company d 38427187 FMV Colonial Williamburg Company k 6228050 FMV Colonial Williamburg Company l 17805728 FMV Colonial Williamburg Company m 348110 FMV Colonial Williamsburg Child Development a 11700 FMV Colonial Williamsburg Child Development d 23729 FMV Colonial Williamsburg Child Development k 6961 FMV Williamsburg Developments Inc a 7635 FMV Williamsburg Developments Inc d 8555 FMV Williamsburg Developments Inc k 58525 FMV