Nonprofit · EIN 54-0505888
COLONIAL WILLIAMSBURG FOUNDATION
Tax-exempt · WILLIAMSBURG, VA 23187
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $149,379,664 | $120,073,091 | $29,306,573 | $1,709,258,565 | $398,898,131 | $1,310,360,434 |
| December 31, 2023 | 990 | $125,849,831 | $121,512,920 | $4,336,911 | $1,668,091,937 | $391,524,972 | $1,276,566,965 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $52,134,149
- of which government grants
- $1,350,000
- Program service revenue
- $32,709,910
- Investment income
- $47,695,400
- Royalties
- $553,890
- Net rental income
- $13,039,817
- Net gain from sales of assets
- $32,293,139
- Net income from sales of inventory
- $8,247
- Other revenue
- $16,840,205
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $3,554,126
- Other salaries and wages
- $43,449,765
- Salaries, compensation and benefits (total)
- $56,597,088
- Professional fundraising fees
- $0
- Legal fees
- $660,867
- Accounting fees
- $210,744
- Occupancy
- $4,779,832
- Travel
- $402,578
- Depreciation
- $8,196,965
- Program services (functional)
- $86,307,995
- Management and general (functional)
- $25,033,593
- Fundraising (functional)
- $8,731,503
Balance sheet and other
- Total assets, start of year
- $1,668,091,937
- Total assets, end of year
- $1,709,258,565
- Total liabilities, end of year
- $398,898,131
- Net assets, end of year
- $1,310,360,434
- Land, buildings and equipment
- $313,846,567
- Publicly traded securities
- $184,987,639
- Net assets without donor restrictions
- $805,538,965
- Net assets with donor restrictions
- $504,821,469
- Gross unrelated business income
- $30,414,405
- Gross receipts
- $574,498,294
- Employees
- 1,178
- Volunteers
- 660
- Year formed
- 1928
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Clifford Fleet III | President & CEO Trustee or director, Officer | 65 | $748,550 | $52,331 |
| Kevin Patrick | CFO & Treasurer Officer | 50 | $491,764 | $32,234 |
| Hazel Wong | CLC & Secretary Officer | 50 | $416,864 | $59,807 |
| Robert Underwood | Vice President | 50 | $323,479 | $147,239 |
| Samuel Rucker | Vice President | 50 | $316,664 | $109,539 |
| Ronald Hurst | CMO Officer | 50 | $386,599 | $30,319 |
| Elizabeth Kelly | Vice President | 50 | $332,641 | $71,378 |
| Henry Lai | Treasurer Officer | 50 | $295,557 | $70,456 |
| Marianne Nagawiecki | Vice President | 50 | $312,113 | $49,813 |
| Sani Silvennoinen | CDO Officer | 50 | $306,870 | $55,014 |
| Dana Tomlin | Chief of Staff | 50 | $290,092 | $55,455 |
| Gary Sandling | Vice President | 50 | $260,790 | $65,620 |
| Clifford Mustaafa Dozier | CHRO Officer | 50 | $249,691 | $19,627 |
| Brian Partlow | Asst Treasurer Officer | 50 | $168,915 | $40,925 |
| Jacquelyn Ferree | CFOO& Treasurer Officer | 50 | $120,289 | $8,316 |
26 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mark Hileman | General Counsel | 0 | $24,000 |
| Carly Fiorina | Chair Trustee or director | 4 | $0 |
| Kendrick F Ashton Jr | Trustee Trustee or director | 2 | $0 |
| Frank Batten Jr | Trustee Trustee or director | 2 | $0 |
| Geoff Bennett | Trustee Trustee or director | 2 | $0 |
| Catharine O'Neill Broderick | Trustee Trustee or director | 2 | $0 |
| William Casperson | Trustee Trustee or director | 2 | $0 |
| Mark A Coblitz | Trustee Trustee or director | 2 | $0 |
| Walter Edgar | Trustee Trustee or director | 2 | $0 |
| Neil M Gorsuch | Trustee Trustee or director | 2 | $0 |
| Conrad M Hall | Trustee Trustee or director | 2 | $0 |
| Antonia Hernandez | Trustee Trustee or director | 2 | $0 |
| John A Luke Jr | Trustee Trustee or director | 2 | $0 |
| Waldrido J Martinez | Trustee Trustee or director | 2 | $0 |
| Leslie A Miller | Trustee Trustee or director | 2 | $0 |
| Steven L Miller | Trustee Trustee or director | 2 | $0 |
| Joseph W Montgomery | Trustee Trustee or director | 2 | $0 |
| Steve Netzley | Trustee Trustee or director | 2 | $0 |
| Walter S Robertson III | Trustee Trustee or director | 2 | $0 |
| Gerald L Shaheen | Trustee Trustee or director | 2 | $0 |
| Larry W Sonsini | Trustee Trustee or director | 2 | $0 |
| Sheldon M Stone | Trustee Trustee or director | 2 | $0 |
| Y Ping Sun | Trustee Trustee or director | 2 | $0 |
| John C Thomas | Trustee Trustee or director | 2 | $0 |
| Jeff Trammell | Trustee Trustee or director | 2 | $0 |
| Alex Wallace | Trustee Institutional trustee | 2 | $0 |
990 for the year ended December 31, 2023: 38 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Clifford Fleet III | President & CEO Trustee or director, Officer | 65 | $577,780 | $107,947 |
| Kevin Patrick | CFO & Treasurer Officer | 50 | $521,140 | $129,594 |
| Ronald Hurst | CMO Officer | 50 | $392,341 | $134,331 |
| Elizabeth Kelly | Vice President | 50 | $326,141 | $147,104 |
| Hazel Wong | CLC & Secretary Officer | 50 | $402,208 | $47,738 |
| Robert Underwood | Vice President | 50 | $315,370 | $124,295 |
| Earl Granger III | CDO Officer | 50 | $431,574 | $2,635 |
| Samuel Rucker | Vice President | 50 | $297,612 | $97,690 |
| Clifford Mustaafa Dozier | CHRO Officer | 50 | $325,766 | $61,945 |
| Henry Lai | Vice President | 50 | $292,741 | $60,103 |
| Mia Nagawiecki | Vice President | 50 | $271,911 | $33,455 |
| Shaun Coleman | Vice President | 50 | $276,428 | $13,608 |
| Sani Silvennoinen | CDO Officer | 50 | $229,068 | $36,034 |
| Mark Hileman | General Counsel | 0 | $36,000 | $0 |
| Carly Fiorina | Chair Trustee or director | 4 | $0 | $0 |
| Kendrick F Ashton Jr | Trustee Trustee or director | 2 | $0 | $0 |
| Frank Batten Jr | Trustee Trustee or director | 2 | $0 | $0 |
| Geoff Bennett | Trustee Trustee or director | 2 | $0 | $0 |
| Catharine O'Neill Broderick | Trustee Trustee or director | 2 | $0 | $0 |
| Mark A Coblitz | Trustee Trustee or director | 2 | $0 | $0 |
| Walter Edgar | Trustee Trustee or director | 2 | $0 | $0 |
| Neil M Gorsuch | Trustee Trustee or director | 2 | $0 | $0 |
| Conrad M Hall | Trustee Trustee or director | 2 | $0 | $0 |
| Antonia Hernandez | Trustee Trustee or director | 2 | $0 | $0 |
| John A Luke Jr | Trustee Trustee or director | 2 | $0 | $0 |
| Walfrido J Martinez | Trustee Trustee or director | 2 | $0 | $0 |
| Leslie A Miller | Trustee Trustee or director | 2 | $0 | $0 |
| Steven L Miller | Trustee Trustee or director | 2 | $0 | $0 |
| Joseph W Montgomery | Trustee Trustee or director | 2 | $0 | $0 |
| Steve Netzley | Trustee Trustee or director | 2 | $0 | $0 |
| Walter S Robertson III | Trustee Trustee or director | 2 | $0 | $0 |
| Gerald L Shaheen | Trustee Trustee or director | 2 | $0 | $0 |
| Larry W Sonsini | Trustee Trustee or director | 2 | $0 | $0 |
| Sheldon M Stone | Trustee Trustee or director | 2 | $0 | $0 |
| YPing Sun | Trustee Trustee or director | 2 | $0 | $0 |
| John C Thomas | Trustee Trustee or director | 2 | $0 | $0 |
| Jeff Trammell | Trustee Trustee or director | 2 | $0 | $0 |
| Alex Wallace | Trustee Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1776, WILLIAMSBURG, VA 23187-1776
- In care of
- % PAYROLL DEPARTMENT
- Principal officer (990 for 2024)
- Jacquelyn Ferree, PO Box 1776, Williamsburg, VA 231871776
- Signed the 990
- Jacquelyn Ferree, CFOO
- Phone
- (757) 229-1000
- Website
- www.colonialwilliamsburg.org
- Return prepared by
- COLONIAL WILLIAMSBURG FOUNDATION
Mission
See Schedule O for information.
Program accomplishments
- Education, Research and Historical Interpretation-The Historic Area is a 301-acre outdoor history museum with over 600 original and reconstructed houses, outbuildings, shops, taverns, and public buildings. Interpretation by costumed employees engage visitors in dialogue with historical residents of Colonial Williamsburg and at trade sites. Tours are offered through the houses, taverns and public buildings. Specialized tours are available that focus on African-Americans, the role of women in the 18th-century, and the origins of the U.S. Constitution.Expenses $53,459,812 · revenue $16,832,566
- 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.Expenses $16,641,801 · revenue $14,365,418
- Museums, Preservation and Historic Resources-Colonial Williamsburg's wide-ranging collections, acquired over the past 90 years, provide the art, objects, artifacts, and buildings necessary to accurately recreate the environment of 18th-century Williamsburg. The archaeological and architectural collection include 500,000 whole archaeological artifacts from excavations in and around Williamsburg as well as 60 million fragments (probably the largest single archaeological holding relating to 18th-century America), and some 19,000 architectural fragments.Expenses $16,206,382 · revenue $622,655
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 54-0505888
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1938
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Arts, culture and humanities (A800)
- Assets (IRS master file)
- $1,709,258,565
- Income (IRS master file)
- $574,498,294
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $149,379,664 | $120,073,091 | $1,709,258,565 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $125,849,831 | $121,512,920 | $1,668,091,937 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $115,308,235 | $114,045,211 | $1,661,208,452 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-0505888).
Questions about COLONIAL WILLIAMSBURG FOUNDATION
- What is the EIN of COLONIAL WILLIAMSBURG FOUNDATION?
- The employer identification number (EIN) of COLONIAL WILLIAMSBURG FOUNDATION is 54-0505888.
- Is COLONIAL WILLIAMSBURG FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1938.
- Are donations to COLONIAL WILLIAMSBURG FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COLONIAL WILLIAMSBURG FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COLONIAL WILLIAMSBURG FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COLONIAL WILLIAMSBURG FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of COLONIAL WILLIAMSBURG FOUNDATION?
- The 990 for the year ended December 31, 2024 names Jacquelyn Ferree.
- Who are the officers and directors of COLONIAL WILLIAMSBURG FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 41 people; 16 received compensation from the organization, the highest $748,550 (Clifford Fleet III, President & CEO).
- How much revenue does COLONIAL WILLIAMSBURG FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $149,379,664, expenses of $120,073,091 and total assets of $1,709,258,565 at year end.
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