COLONIAL WILLIAMSBURG FOUNDATION: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- COLONIAL WILLIAMSBURG FOUNDATION (EIN 54-0505888)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-17
- IRS object ID
- 201513219349300931
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- 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 | 2015-11-17T08:52:13-08:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | Cynthia A Williamson | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Signature | 2015-11-17 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Mitchell Reiss | PrincipalOfficerNm |
| Gross Receipts | $461,277,294 | 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 | 19 | VotingMembersIndependentCnt |
| Total Employee | 1933 | TotalEmployeeCnt |
| Total Volunteers | 800 | TotalVolunteersCnt |
| Total Gross UBI | $948,240 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$8,633,000 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $29,276,705 | PYContributionsGrantsAmt |
| CY Contributions Grants | $39,044,526 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $38,180,391 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $37,954,947 | CYProgramServiceRevenueAmt |
| PY Investment Income | $62,651,223 | PYInvestmentIncomeAmt |
| CY Investment Income | $61,845,502 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,908,169 | PYOtherRevenueAmt |
| CY Other Revenue | $9,934,529 | CYOtherRevenueAmt |
| PY Total Revenue | $139,016,488 | PYTotalRevenueAmt |
| CY Total Revenue | $148,779,504 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $690,466 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $872,670 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $62,214,407 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $60,350,653 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $194,866 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $98,343 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $9,333,451 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $68,567,610 | PYOtherExpensesAmt |
| CY Other Expenses | $72,895,990 | CYOtherExpensesAmt |
| PY Total Expenses | $131,667,349 | PYTotalExpensesAmt |
| CY Total Expenses | $134,217,656 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,349,139 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $14,561,848 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,596,186,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,576,330,932 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $390,967,627 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $379,370,026 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,205,218,501 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,196,960,906 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $49,629,353 | ExpenseAmt |
| Revenue | $24,328,403 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $18,743,002 | ExpenseAmt |
| Revenue | $16,124,316 | 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. See Federal Supplemental Information for further detail. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,414,679 | ExpenseAmt |
| Revenue | $20,779,830 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $21,944,978 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $5,074,213 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $104,732,012 | 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 | Yes (true) | 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 | Yes (true) | 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 | 424 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1933 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| 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 | 19 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeffrey A Duncan | PersonNm |
| Phone | 7572207065 | 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 (40 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) | $124,918 | $0 | $15,611 | ||
| Colin G Campbell | |||||||||
| President & CEO | 65.00 | 0.00 | Yes (X) | Yes (X) | $665,821 | $0 | $97,141 | ||
| Thomas F Farrell II | |||||||||
| Chairman | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Richard M Donnelly | |||||||||
| Trustee | 4.00 | 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 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Forrest E Mars Jr | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Judith A McHale | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Leslie A Miller | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Steven 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 | |||
| Andrea Mitchell | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Louis W Moelchert Jr | |||||||||
| Trustee | 1.00 | 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 | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Barbara B Oberg | |||||||||
| Vice President | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| John D Rockefeller IV | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Joseph Christopher Simmons | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Sheldon M Stone | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Y Ping Sun | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Edmond D Villani | |||||||||
| Trustee | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Henry C Wolf | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Anthony C Zinni | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| John S Bacon | |||||||||
| Senior VP | 50.00 | 0.00 | Yes (X) | $366,695 | $0 | $41,879 | |||
| Michael D Rierson | |||||||||
| Senior VP | 50.00 | 0.00 | Yes (X) | $423,154 | $0 | $87,402 | |||
| Robert B Taylor | |||||||||
| Senior VP | 50.00 | 0.00 | Yes (X) | $440,886 | $0 | $55,059 | |||
| James P Horn | |||||||||
| Vice President | 50.00 | 0.00 | Yes (X) | $265,412 | $0 | $60,017 | |||
| Ronald L Hurst | |||||||||
| Vice President | 50.00 | 0.00 | Yes (X) | $243,414 | $0 | $83,507 | |||
| Laura JLoda | |||||||||
| Vice President | 50.00 | 0.00 | Yes (X) | $184,617 | $0 | $34,921 | |||
| Kelli Mansel-Arbuckle | |||||||||
| Vice President | 50.00 | 0.00 | Yes (X) | $137,001 | $0 | $27,560 | |||
| Gail M Waddell | |||||||||
| Vice President | 50.00 | 0.00 | Yes (X) | $279,573 | $0 | $67,276 | |||
| William E White | |||||||||
| Vice President | 50.00 | 0.00 | Yes (X) | $228,583 | $0 | $137,439 | |||
| Cynthia A Williamson | |||||||||
| Vice President | 50.00 | 0.00 | Yes (X) | $162,538 | $0 | $34,161 | |||
| Jeffrey A Duncan | |||||||||
| Controller | 50.00 | 0.00 | $159,587 | $0 | $45,163 | Yes (X) | |||
| Janet Eason | |||||||||
| Director | 50.00 | 0.00 | $170,084 | $0 | $34,189 | Yes (X) | |||
| Denise Kellogg | |||||||||
| Director | 50.00 | 0.00 | $167,011 | $0 | $10,828 | Yes (X) | |||
| Douglas K Marty | |||||||||
| Director | 50.00 | 0.00 | $172,278 | $0 | $43,777 | Yes (X) | |||
| Robert Underwood | |||||||||
| Director | 50.00 | 0.00 | $158,059 | $0 | $34,951 | Yes (X) | |||
| Katherine Whitehead | |||||||||
| Vice President | 0.00 | 0.00 | $111,801 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,461,432 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $910,881 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | 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 |
|---|---|---|---|---|---|
| United Parcel Service | |||||
| PO Box 7247-0244 | Philadelphia | PA | 19170 | Freight | $902,063 |
| The Martin Agency Inc | |||||
| One Shockoe Plaza | Richmond | VA | 23219 | Advertising | $810,170 |
| Red Coats Inc | |||||
| 4401 East-West Highway | Bethesda | MD | 20814 | Facilities Mgmt | $624,699 |
| Novitex Enterprise Solutions | |||||
| 300 First Stamford Place | Stamford | CT | 06902 | Mail service | $562,547 |
| Peninsula Commercial Services | |||||
| 3630 George Washington Memorial Hwy | Yorktown | VA | 23692 | Facilities Mgmt | $450,935 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 23 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,482,036 | GovernmentGrantsAmt |
| All Other Contributions | $37,562,490 | AllOtherContributionsAmt |
| Noncash Contributions | $7,856,825 | NoncashContributionsAmt |
| Total Contributions | $39,044,526 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Admissions | 611600 | $18,500,304 | $18,500,304 | |
| Historic Area Rentals | 531110 | $745,529 | $745,529 | |
| Special Programs | 611600 | $2,584,798 | $2,584,798 | |
| Taverns & Colonial Houses | 722100 | $16,124,316 | $16,124,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $37,954,947 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,861,464 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$659,606 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,521,070 | 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 | $903,412 | TotalRevenueColumnAmt |
| Exclusion | $903,412 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $17,018,584 | RealAmt |
| Personal | $27,920 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $22,063,703 | RealAmt |
| Personal | $409 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$5,045,119 | RealAmt |
| Personal | $27,511 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,017,608 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$6,652,655 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,635,047 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $330,577,914 | SecuritiesAmt |
| Other | $7,292,217 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $274,167,402 | SecuritiesAmt |
| Other | $6,718,691 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $56,410,512 | SecuritiesAmt |
| Other | $573,526 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $56,984,038 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$2,017 | UnrelatedBusinessRevenueAmt |
| Exclusion | $56,986,055 | 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 | $20,997,830 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $9,547,585 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,450,245 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,179,157 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,271,088 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Other | 900099 | $2,281,609 | $5,879,343 | -$3,597,734 |
| Parking Fees | 812930 | $204,784 | $204,784 | |
| Theatre | 512000 | $73,015 | $73,015 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,072 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $39,072 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,598,480 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $148,779,504 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,388,575 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $948,240 | UnrelatedBusinessRevenueAmt |
| Exclusion | $62,398,163 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $872,670 | TotalAmt |
| Program Services | $872,670 | 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 | $3,522,611 | TotalAmt |
| Program Services | $737,409 | ProgramServicesAmt |
| Management And General | $2,362,048 | ManagementAndGeneralAmt |
| Fundraising | $423,154 | 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 | $46,411,165 | TotalAmt |
| Program Services | $34,067,339 | ProgramServicesAmt |
| Management And General | $9,939,930 | ManagementAndGeneralAmt |
| Fundraising | $2,403,896 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,630 | TotalAmt |
| Management And General | $317,630 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,070,128 | TotalAmt |
| Program Services | $4,157,059 | ProgramServicesAmt |
| Management And General | $1,580,104 | ManagementAndGeneralAmt |
| Fundraising | $332,965 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,029,119 | TotalAmt |
| Program Services | $2,509,138 | ProgramServicesAmt |
| Management And General | $1,312,532 | ManagementAndGeneralAmt |
| Fundraising | $207,449 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,067,232 | TotalAmt |
| Program Services | $16,067,232 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,309 | TotalAmt |
| Management And General | $115,309 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,560 | TotalAmt |
| Management And General | $240,560 | 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 | $98,343 | TotalAmt |
| Fundraising | $98,343 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,708,716 | TotalAmt |
| Program Services | $2,708,716 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$5,639,955 | TotalAmt |
| Program Services | $2,340,580 | ProgramServicesAmt |
| Management And General | -$7,980,535 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,553,783 | TotalAmt |
| Program Services | $4,449,583 | ProgramServicesAmt |
| Management And General | $64,640 | ManagementAndGeneralAmt |
| Fundraising | $39,560 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,049,411 | TotalAmt |
| Program Services | $5,574,569 | ProgramServicesAmt |
| Management And General | $464,902 | ManagementAndGeneralAmt |
| Fundraising | $4,009,940 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,167,724 | TotalAmt |
| Program Services | $698,619 | ProgramServicesAmt |
| Management And General | $1,458,136 | ManagementAndGeneralAmt |
| Fundraising | $10,969 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,394 | TotalAmt |
| Program Services | $8,394 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,511,121 | TotalAmt |
| Program Services | $3,811,429 | ProgramServicesAmt |
| Management And General | $696,707 | ManagementAndGeneralAmt |
| Fundraising | $2,985 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $751,480 | TotalAmt |
| Program Services | $407,611 | ProgramServicesAmt |
| Management And General | $108,926 | ManagementAndGeneralAmt |
| Fundraising | $234,943 | 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 | $687,021 | TotalAmt |
| Program Services | $320,518 | ProgramServicesAmt |
| Management And General | $363,598 | ManagementAndGeneralAmt |
| Fundraising | $2,905 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,434,019 | TotalAmt |
| Program Services | $1,634,695 | ProgramServicesAmt |
| Management And General | $3,799,324 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,478,888 | TotalAmt |
| Program Services | $6,577,341 | ProgramServicesAmt |
| Management And General | $1,791,601 | ManagementAndGeneralAmt |
| Fundraising | $109,946 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $890,394 | TotalAmt |
| Program Services | $890,394 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Maintenance & Repairs | $6,524,861 | $5,462,804 | $1,018,758 | $43,299 |
| Contracted Services | $5,082,053 | $3,474,013 | $1,475,717 | $132,323 |
| Equipment Rental & Maintenance | $3,500,470 | $2,794,432 | $697,454 | $8,584 |
| Miscellaneous | $3,227,159 | $2,020,874 | $996,499 | $209,786 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,537,350 | TotalAmt |
| Program Services | $3,146,593 | ProgramServicesAmt |
| Management And General | -$671,647 | ManagementAndGeneralAmt |
| Fundraising | $1,062,404 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,217,656 | TotalAmt |
| Program Services | $104,732,012 | ProgramServicesAmt |
| Management And General | $20,152,193 | ManagementAndGeneralAmt |
| Fundraising | $9,333,451 | 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 | $3,964,258 | BOYAmt |
| EOY | $11,392,181 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,769,324 | BOYAmt |
| EOY | $19,716,474 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,886,529 | BOYAmt |
| EOY | $1,507,226 | 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 | $5,420,581 | BOYAmt |
| EOY | $72,145 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,457,226 | BOYAmt |
| EOY | $7,436,578 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,732,350 | BOYAmt |
| EOY | $1,199,848 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $723,400,915 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $321,187,339 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $407,808,743 | BOYAmt |
| EOY | $402,213,576 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,970,453 | BOYAmt |
| EOY | $36,564,746 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $727,765,462 | BOYAmt |
| EOY | $734,978,854 | 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 | $367,241,202 | BOYAmt |
| EOY | $361,079,304 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,596,186,128 | BOYAmt |
| EOY | $1,576,330,932 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,724,447 | BOYAmt |
| EOY | $16,519,297 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,570,114 | BOYAmt |
| EOY | $43,304,208 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,490,706 | BOYAmt |
| EOY | $2,528,587 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,998,292 | BOYAmt |
| EOY | $272,956,557 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,184,068 | BOYAmt |
| EOY | $44,061,377 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,967,627 | BOYAmt |
| EOY | $379,370,026 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $805,103,553 | BOYAmt |
| EOY | $774,055,051 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,281,541 | BOYAmt |
| EOY | $154,926,103 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $262,833,407 | BOYAmt |
| EOY | $267,979,752 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,205,218,501 | BOYAmt |
| EOY | $1,196,960,906 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,596,186,128 | BOYAmt |
| EOY | $1,576,330,932 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $14,561,848 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $16,015,288 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$38,834,731 | 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 | $29,206,642 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,125,545 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,081,374 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,276,705 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,044,526 | CurrentTaxYearAmt |
| Total | $158,734,792 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,673,199 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,816,953 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,780,226 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,419,580 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,952,777 | CurrentTaxYearAmt |
| Total | $308,642,735 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$3,878,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$3,550,797 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$3,641,449 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$3,860,097 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$4,437,234 | CurrentTaxYearAmt |
| Total | -$19,367,719 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $93,001,699 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $92,391,701 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $83,220,151 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $85,836,188 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,560,069 | CurrentTaxYearAmt |
| Total | $448,009,808 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,820,934 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,365,624 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,295,724 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,043,798 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,578,620 | CurrentTaxYearAmt |
| Total | $12,104,700 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,106,668 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,079,373 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $999,449 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,022,139 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,061,619 | CurrentTaxYearAmt |
| Total | $5,269,248 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,927,602 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,444,997 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,295,173 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,065,937 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,640,239 | CurrentTaxYearAmt |
| Total | $17,373,948 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $430,635,860 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,665,119 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,545,630 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,724,762 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,377,738 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,601,836 | CurrentTaxYearAmt |
| Total | $78,915,085 | 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 | $17,665,119 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,545,630 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,724,762 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,377,738 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,601,836 | CurrentTaxYearAmt |
| Total | $78,915,085 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110,666,818 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $107,937,331 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $99,944,913 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $102,213,926 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $106,161,905 | CurrentTaxYearAmt |
| Total | $526,924,893 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.81730 | PublicSupportCY509Pct |
| Public Support PY509 | 0.81640 | PublicSupportPY509Pct |
| Investment Income CY | 0.14980 | InvestmentIncomeCYPct |
| Investment Income PY | 0.15050 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed Section4955 Tax | false | Form4720FiledSection4955TaxInd |
| Correction Made | false | CorrectionMadeInd |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $45,051 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $45,051 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $104,686,961 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $104,732,012 | 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 Minus1 | $40,636 | CurrentYearMinus1Amt |
| Current Year | $45,051 | CurrentYearAmt |
| Total | $85,687 | 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
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $1,703,317 | RevenuesIncludedAmt |
| Assets Included | $78,228,281 | AssetsIncludedAmt |
| 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $709,065,492 | BeginningYearBalanceAmt |
| Contributions | $9,617,265 | ContributionsAmt |
| Investment Earnings Or Losses | $93,769,473 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $75,810,395 | OtherExpendituresAmt |
| Administrative Expenses | $1,838,504 | AdministrativeExpensesAmt |
| End Year Balance | $734,803,331 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $754,478,458 | BeginningYearBalanceAmt |
| Contributions | $7,660,416 | ContributionsAmt |
| Investment Earnings Or Losses | $7,155,049 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $58,215,640 | OtherExpendituresAmt |
| Administrative Expenses | $2,012,791 | AdministrativeExpensesAmt |
| End Year Balance | $709,065,492 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $701,799,016 | BeginningYearBalanceAmt |
| Contributions | $7,920,414 | ContributionsAmt |
| Investment Earnings Or Losses | $103,652,831 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $57,629,776 | OtherExpendituresAmt |
| Administrative Expenses | $1,264,027 | AdministrativeExpensesAmt |
| End Year Balance | $754,478,458 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.51000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16000 | 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 | $51,006,399 | OtherCostOrOtherBasisAmt |
| Book Value | $51,006,399 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $487,867,977 | OtherCostOrOtherBasisAmt |
| Depreciation | $234,425,802 | DepreciationAmt |
| Book Value | $253,442,175 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $100,139,541 | OtherCostOrOtherBasisAmt |
| Depreciation | $86,761,537 | DepreciationAmt |
| Book Value | $13,378,004 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $84,386,998 | OtherCostOrOtherBasisAmt |
| Book Value | $84,386,998 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $402,213,576 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $734,978,854 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (10 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Cash Surrender Value-Life Insurance | $250,711 |
| Deferred Bond Cost | $325,630 |
| Deferred Loan Cost | $285,630 |
| Gift Annuities | $17,060,732 |
| Interfund Receivable | $231,949,122 |
| Investment in Subsidiary | $97,131,207 |
| Other | $3,461,155 |
| Pension | |
| Pooled Income Funds | $1,695,101 |
| Various Unitrusts | $8,920,016 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $361,079,304 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrued Long-Term Disability/Retirement | $17,328,292 |
| Deferred Income | $3,147,383 |
| Other Liabilities | $7,525,019 |
| Pension | $2,129,051 |
| Split Interest Agreements | $13,931,632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $44,061,377 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 183 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, 2014.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 F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Unrelated trade or business | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $0 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
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 (4 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 & Wals | ||||||||
| 601 S Washingt | Alexandria | VA | 22314 | Direct mail | false | $1,554,021 | $560,572 | $993,449 |
| Wilson-Bennett | ||||||||
| 140 Professiona | Cabot | AR | 72023 | Phonathon | false | $555,177 | $88,000 | $467,177 |
| F Roger Thaler | ||||||||
| 6409 Conservanc | Williamsbu | VA | 23185 | In person | false | $37,500 | ||
| (no name) | ||||||||
| false | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,109,198 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $686,072 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,460,626 | 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 |
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 | $872,670 | 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) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 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 (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount |
|---|---|---|---|---|---|---|
| Colin G Campbell | ||||||
| President & CEO | $640,890 | $24,931 | $7,292 | $89,849 | $762,962 | |
| Cynthia A Williamson | ||||||
| Vice President | $143,538 | $17,500 | $26,346 | $7,815 | $196,699 | $1,500 |
| Denise Kellogg | ||||||
| Director | $157,709 | $8,102 | $9,690 | $1,138 | $177,839 | $1,200 |
| Douglas K Marty | ||||||
| Director | $158,506 | $12,772 | $16,859 | $26,918 | $216,055 | $1,000 |
| Gail M Waddell | ||||||
| Vice President | $256,573 | $23,000 | $42,893 | $24,383 | $346,849 | |
| James P Horn | ||||||
| Vice President | $246,657 | $18,755 | $42,274 | $17,743 | $325,429 | |
| Janet Eason | ||||||
| Director | $170,084 | $13,493 | $20,696 | $204,273 | ||
| Jeffrey A Duncan | ||||||
| Controller | $159,587 | $26,191 | $18,972 | $204,750 | ||
| John S Bacon | ||||||
| Senior VP | $329,865 | $36,830 | $20,460 | $21,419 | $408,574 | |
| Katherine Whitehead | ||||||
| Vice President | $111,801 | $111,801 | ||||
| Kelli Mansel-Arbuckle | ||||||
| Vice President | $118,501 | $17,500 | $24,658 | $2,902 | $164,561 | $1,000 |
| Laura JLoda | ||||||
| Vice President | $162,201 | $17,416 | $19,101 | $15,820 | $219,538 | $5,000 |
| Michael D Rierson | ||||||
| Senior VP | $418,154 | $31,110 | $56,292 | $510,556 | $5,000 | |
| Robert B Taylor | ||||||
| Senior VP | $439,745 | $1,141 | $40,299 | $14,760 | $495,945 | |
| Robert Underwood | ||||||
| Director | $153,380 | $4,679 | $12,010 | $22,941 | $193,010 | |
| Ronald L Hurst | ||||||
| Vice President | $221,434 | $21,980 | $60,805 | $22,702 | $326,921 | |
| William E White | ||||||
| Vice President | $205,583 | $23,000 | $115,628 | $21,811 | $366,022 | |
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 travel costs for Mr. Campbell's wife to visit donors and participate in activities in New York and California. She also hosted one Cultural Expedition trip.Travel costs for spouses of members of the Board of Trustees are paid for attendance at Board meeting in Williamsburg.In 2014, 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. | 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 (3 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Charles White | |||
| Family-ofcr | $50,448 | Employment | false |
| Hunton Williams | |||
| Share truste | $201,863 | Legal Services | false |
| Colonial Williamsburg Com | |||
| Share ofr/tr | $35,040,791 | 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 | 85 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,680,387 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $61,991 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 154 | ContributionCnt |
| Noncash Contributions Rpt F990 | $6,109,446 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Livestock | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 3 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 32, Hire and Use of Third Parties | FormAndLineReferenceDesc |
| Explanation | When collections are deaccessioned, Colonial Williamsburg either gives or sells them to another museum or sends them to auction houses for sale so the best price can be realized. Collections are deaccessioned according to clear criteria outlined in our Collection Management Policy. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Client Note 1 | Client Note 1 - Charitable Contributions Carryforward Schedule:2009 Charitable Contributions Expiring 12/31/14 $405,8042010 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 12/31/19 402,971 2,378,2992009 Charitable Contributions Expiring 12/31/14 (405,804)Amount Available for Carryforward at 12/31/14 1,972,495 |
| Client Note 2 | Client Note 2 - Line 12: Other IncomeProduction Truck Net Rental Income $8,930Labor (4,430)Net Production Truck Rental Income 4,500 |
| 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: Educational Outreach-Colonial Williamsburgs Productions, Publications, and Learning Ventures division presents stories of American history and citizenship through the distribution of media, online programming, and print publications to general public and K-16 education audiences. The Electronic Field Trips series provides interactive history lessons televised to elementary and middle school classrooms nationally and internationally. See Federal Supplemental Information for further detail. |
| 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 2014, 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 Committe 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 = $1228892 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Eliminate ASC 740 Adjustment = -$40063623 |
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 | 134 N Henry 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 Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CWC MT LLC | |||||||||||
| 134 N Henry Street | Williamsburg | VA | 23185 | 203575053 | Rental real estate | VA | CWC | Unrelated | -$2 | false | Yes (true) |
| CWC SCP LLC | |||||||||||
| 134 N Henry Stret | Williamsburg | VA | 23185 | 203638473 | Rental real estate | VA | CWC | Unrelated | -$2 | false | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 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 | |||||||||||||
| PO Box 1776 | Williamsburg | VA | 231871776 | 541254106 | Hotel/Restaurant | VA | CWF | C corp | -$23,799,831 | $18,890,319 | 1.00000 | Yes (true) | |
| Colonial Williamsburg Child Development | |||||||||||||
| PO Box 1776 | Williamsburg | VA | 231871776 | 541549805 | Rental | VA | CWF | C corp | 1.00000 | Yes (true) | |||
| Williamsburg Developments Inc | |||||||||||||
| PO Box 1776 | Williamsburg | VA | 231871776 | 541598949 | Land development | VA | CWC | C corp | -$103,728 | $897,521 | 1.00000 | Yes (true) | |
| Coon Charitable Remainder Trust | |||||||||||||
| c/o JP Morgan Chase 21 South | Chicago | IL | 60670 | 367145518 | Investment | IL | Trust | $2,035,485 | 1.00000 | false | N/A | ||
| Nancy B Spillance CRUT | |||||||||||||
| c/o RBC Trust Co PO Box 15 | Wilmington | DE | 19580 | 546505176 | Investment | DE | Trust | $7,420 | 0.09590 | false | N/A | ||
| James and Carolyn Millar CRUT | |||||||||||||
| c/o UBS 3455 Peachtree Rd NE | Atlanta | GA | 30326 | 132638166 | Investment | GA | Trust | $32,377 | 1.00000 | false | N/A | ||
| Kathryn Mae Renner CRT | |||||||||||||
| c/o MorganStanley 1255 Prospect | La Jolla | CA | 92037 | 516595638 | Investment | CA | Trust | $280,366 | 0.31060 | 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 | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | 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 (9 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CWC MT LLC | ||
| a | $2,881,440 | FMV |
| Colonial Williamburg Company | ||
| a | $11,018,745 | FMV |
| Colonial Williamburg Company | ||
| d | $41,665,903 | FMV |
| Colonial Williamburg Company | ||
| k | $5,908,436 | FMV |
| Colonial Williamburg Company | ||
| l | $16,912,525 | FMV |
| Colonial Williamburg Company | ||
| m | $1,201,085 | FMV |
| Williamsburg Developments Inc | ||
| a | $10,970 | FMV |
| Williamsburg Developments Inc | ||
| d | $4,055 | FMV |
| Williamsburg Developments Inc | ||
| k | $54,111 | FMV |