2015-11-17T08:52:13-08:00 2014-12-31 990 2014-01-01 540505888 Colonial Williamsburg Foundation COLO 7572291000 PO Box 1776 Williamsburg VA 23187 Cynthia A Williamson Vice President 2015-11-17 2014 2016-02-25 16:41:14Z Mitchell Reiss 461277294 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 19 1933 800 948240 -8633000 29276705 39044526 38180391 37954947 62651223 61845502 8908169 9934529 139016488 148779504 690466 872670 0 62214407 60350653 194866 98343 9333451 68567610 72895990 131667349 134217656 7349139 14561848 1596186128 1576330932 390967627 379370026 1205218501 1196960906 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 49629353 24328403 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. 18743002 16124316 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. 14414679 20779830 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. 21944978 5074213 104732012 true true false true false false false true false true true true false true true true false true false false true false false true false false false true false true true false false false false false false false true true true true true false false true true true true false false true 424 0 true 1933 false true true false false false false true true false 0 false false false false false false false false false false X 23 19 true false false false false false false true true false false true true true true true true true true false X X Jeffrey A Duncan 7572207065 PO Box 1776 Williamsburg VA 231871776 Mitchell B Reiss President & CEO 65.00 0.00 X X 124918 0 15611 Colin G Campbell President & CEO 65.00 0.00 X X 665821 0 97141 Thomas F Farrell II Chairman 4.00 0.00 X 0 0 0 Richard M Donnelly Trustee 4.00 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 A Miller Trustee 2.00 0.00 X 0 0 0 Cynthia H Milligan Trustee 2.00 0.00 X 0 0 0 Andrea Mitchell Trustee 1.00 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 4.00 0.00 X 0 0 0 Barbara B Oberg Vice President 1.00 0.00 X 0 0 0 John D Rockefeller IV Trustee 2.00 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 Edmond D Villani Trustee 4.00 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 John S Bacon Senior VP 50.00 0.00 X 366695 0 41879 Michael D Rierson Senior VP 50.00 0.00 X 423154 0 87402 Robert B Taylor Senior VP 50.00 0.00 X 440886 0 55059 James P Horn Vice President 50.00 0.00 X 265412 0 60017 Ronald L Hurst Vice President 50.00 0.00 X 243414 0 83507 Laura JLoda Vice President 50.00 0.00 X 184617 0 34921 Kelli Mansel-Arbuckle Vice President 50.00 0.00 X 137001 0 27560 Gail M Waddell Vice President 50.00 0.00 X 279573 0 67276 William E White Vice President 50.00 0.00 X 228583 0 137439 Cynthia A Williamson Vice President 50.00 0.00 X 162538 0 34161 Jeffrey A Duncan Controller 50.00 0.00 X 159587 0 45163 Janet Eason Director 50.00 0.00 X 170084 0 34189 Denise Kellogg Director 50.00 0.00 X 167011 0 10828 Douglas K Marty Director 50.00 0.00 X 172278 0 43777 Robert Underwood Director 50.00 0.00 X 158059 0 34951 Katherine Whitehead Vice President 0.00 0.00 X 111801 0 0 4461432 910881 18 true true false United Parcel Service PO Box 7247-0244 Philadelphia PA 19170 Freight 902063 The Martin Agency Inc One Shockoe Plaza Richmond VA 23219 Advertising 810170 Red Coats Inc 4401 East-West Highway Bethesda MD 20814 Facilities Mgmt 624699 Novitex Enterprise Solutions 300 First Stamford Place Stamford CT 06902 Mail service 562547 Peninsula Commercial Services 3630 George Washington Memorial Hwy Yorktown VA 23692 Facilities Mgmt 450935 23 1482036 37562490 7856825 39044526 Admissions 611600 18500304 18500304 Historic Area Rentals 531110 745529 745529 Special Programs 611600 2584798 2584798 Taverns & Colonial Houses 722100 16124316 16124316 37954947 4861464 -659606 5521070 0 903412 903412 17018584 27920 22063703 409 -5045119 27511 -5017608 -6652655 1635047 330577914 7292217 274167402 6718691 56410512 573526 56984038 -2017 56986055 0 0 20997830 9547585 11450245 9179157 2271088 Other 900099 2281609 5879343 -3597734 Parking Fees 812930 204784 204784 Theatre 512000 73015 73015 39072 39072 2598480 148779504 46388575 948240 62398163 872670 872670 0 0 0 3522611 737409 2362048 423154 0 46411165 34067339 9939930 2403896 317630 317630 6070128 4157059 1580104 332965 4029119 2509138 1312532 207449 16067232 16067232 115309 115309 240560 240560 0 98343 98343 2708716 2708716 -5639955 2340580 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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. 0 0 Unrelated trade or business 0 true false false true false false X X X X X X true Warfield & Wals 601 S Washingt Alexandria VA 22314 Direct mail false 1554021 560572 993449 Wilson-Bennett 140 Professiona Cabot AR 72023 Phonathon false 555177 88000 467177 F Roger Thaler 6409 Conservanc Williamsbu VA 23185 In person false 37500 false 2109198 686072 1460626 AL AK AZ AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI true Preservation Virginia 204 W Franklin Street Richmond VA 23220 540568800 501(c)(3) 872670 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 true true X X X X true true false false false false false false false false Colin G Campbell President & CEO 640890 24931 7292 89849 762962 Cynthia A Williamson Vice President 143538 1500 17500 26346 7815 196699 Denise Kellogg Director 157709 1200 8102 9690 1138 177839 Douglas K Marty Director 158506 1000 12772 16859 26918 216055 Gail M Waddell Vice President 256573 23000 42893 24383 346849 James P Horn Vice President 246657 18755 42274 17743 325429 Janet Eason Director 170084 13493 20696 204273 Jeffrey A Duncan Controller 159587 26191 18972 204750 John S Bacon Senior VP 329865 36830 20460 21419 408574 Katherine Whitehead Vice President 111801 111801 Kelli Mansel-Arbuckle Vice President 118501 1000 17500 24658 2902 164561 Laura JLoda Vice President 162201 5000 17416 19101 15820 219538 Michael D Rierson Senior VP 418154 5000 31110 56292 510556 Robert B Taylor Senior VP 439745 1141 40299 14760 495945 Robert Underwood Director 153380 4679 12010 22941 193010 Ronald L Hurst Vice President 221434 21980 60805 22702 326921 William E White Vice President 205583 23000 115628 21811 366022 Part I, Line 1a: Relevant information in regards to selections on 1a. 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. 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 50448 Employment false Hunton Williams Share truste 201863 Legal Services false Colonial Williamsburg Com Share ofr/tr 35040791 Mgmt fee,lease,inter false X 85 1680387 Market X 61991 Market X 154 6109446 Market X Livestock 1 5000 Market 3 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: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 Charltons Coffeehouse LLC 134 N Henry Street Williamsburg VA 23185 Property acquisition VA CWF CWC MT LLC 134 N Henry Street Williamsburg VA 23185 203575053 Rental real estate VA CWC Unrelated -2 false true CWC SCP LLC 134 N Henry Stret Williamsburg VA 23185 203638473 Rental real estate VA CWC Unrelated -2 false true Colonial Williamburg Company PO Box 1776 Williamsburg VA 231871776 541254106 Hotel/Restaurant VA CWF C corp -23799831 18890319 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 -103728 897521 1.00000 true Coon Charitable Remainder Trust c/o JP Morgan Chase 21 South Chicago IL 60670 367145518 Investment IL N/A Trust 2035485 1.00000 false Nancy B Spillance CRUT c/o RBC Trust Co PO Box 15 Wilmington DE 19580 546505176 Investment DE N/A Trust 7420 0.09590 false James and Carolyn Millar CRUT c/o UBS 3455 Peachtree Rd NE Atlanta GA 30326 132638166 Investment GA N/A Trust 32377 1.00000 false Kathryn Mae Renner CRT c/o MorganStanley 1255 Prospect La Jolla CA 92037 516595638 Investment CA N/A Trust 280366 0.31060 false true false false true false false false false false false true true true true false false false false false CWC MT LLC a 2881440 FMV Colonial Williamburg Company a 11018745 FMV Colonial Williamburg Company d 41665903 FMV Colonial Williamburg Company k 5908436 FMV Colonial Williamburg Company l 16912525 FMV Colonial Williamburg Company m 1201085 FMV Williamsburg Developments Inc a 10970 FMV Williamsburg Developments Inc d 4055 FMV Williamsburg Developments Inc k 54111 FMV