Colonial Williamsburg Foundation

“Mitchell Reiss, Mark Hileman, Carly Fiorina, Conrad Hall, John A. Luke, Jr. and Thurston R. Moore have a business relationship with a related party. Mitchell Reiss and Mark Hileman have a family relationship with a related person.”

“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 of Finance and the Chief Financial Officer. Prior to filing with the IRS, a copy of the Foundation's final Form 990 (including required schedules) is provided in paper or electronic format to each member of the Board of Trustees.”

“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.”

“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, the members of the Human Resources Committee considered the report of an independent compensation consulting firm that was retained to compare the compensation of the CEO and other officers with that of incumbents in similar positions at comparable organizations. The compensation consulting firm produced a detailed report based on its review of data from compensation surveys, including one specific to not-for-profit organizations that include data from organizations similar to Colonial Williamsburg in mission and size. The review and approval process of the Human Resouces Committee is documented in the minutes of the Committee's meeting.”

“In compliance with federal and state disclosure requirements.”

“Client Note 1 - Charitable Contributions Carryforward Schedule:2014 Charitable Contributions Expiring 12/31/19 $408,1672015 Charitable Contributions Expiring 12/31/20 88,7202016 Charitable Contributions Expiring 12/31/21 46,3522017 Charitable Contributions Expiring 12/31/22 1,0652019 Charitable Contributions Expiring 12/31/23 51,025 595,3292014 Charitable Contributions Expiring 12/31/19 (408,167)Amount Available for Carryforward at 12/31/19 187,162”

“Client Note 2 - Line 4: Average Acquisition Debt Principal Balance 1/1/2019 12/31/2019 Average College Corner 6,904,186 6,904,186 6,904,186 Vehicle Maint 3,897,472 3,897,472 3,897,472 Leased Prop 181,776,725 181,663,712 181,705,219 Tax Credit 35,248,946 35,248,946 35,248,946 Line 5: Average Adjusted Basis Principal Balance 1/1/2019 12/31/2019 AverageCollege Corner 4,030,987 3,865,883 3,948,435 Vehicle Maint 2,221,137 2,095,940 2,158,538 Leased Prop 92,355,662 74,501,097 83,428,380 Tax Credit 22,053,752 21,176,220 21,614,986”

“Change in value of Split Interest Agreements = $2184799”

“Eliminate FAS 158 Adjustment = -$27356220”

“Colonial Williamsburgs Institute for Teacher Professional Development celebrated its 30th anniversary and its 10,000th participant among more than 500 educators from across the country taking part in the 2019 sessions in Williamsburg. The Teacher Institute presents stories of American history and citizenship through online and on-site programming and the distribution of media to general public and K-16 education audiences. The Colonial Williamsburg Education Resource Library provides interactive history lessons to elementary, middle, and high school classrooms nationally and internationally. This free online media library supports planning and classroom instruction through age-appropriate cross-curricular materials, activities, and lessons. The Resource Library has over 200 resources covering American history from 1607 through the Civil War, with more resources added monthly.The Idea of America is a comprehensive digital American history and civics curriculum based on the notion that America is at heart a great debate among four sets of valuesprivate wealth and commonwealth, unity and diversity, freedom and equality, and law and ethics. Many of the issues that American citizens faced as they built the Republic are linked to the issues we face today in national and global contexts. These issues, and historical events, can be framed within one or more of these sets of value tensions. Programs for secondary school students and the general public are designed to use American history to engage audiences today with their responsibilities as citizens.”

“The Historic Area is a 301-acre outdoor history museum with over 600 original and reconstructed houses, outbuildings, shops, taverns, and public buildings. In or next to the Historic Area stand 89 original structures including the Presidents House, the Brafferton, and the Wren Building at the College of William and Mary, the Courthouse on Market Square, Bruton Parish Church, the Powder Magazine, and Wetherburns Tavern. The George Wythe House, the Peyton Randolph House, the Thomas Everard House, the James Geddy House, and the St. George Tucker House are other surviving 18th-century structures. Fifty major buildings and over 450 smaller structures have been rebuilt on their original sites of which the Governors Palace, the Capitol, and the Public Hospital are prime examples. The reconstructed Raleigh Tavern, which opened in September 1932, was the first fruit of the archaeological, architectural, and historical research that informed their replication. Charltons Coffeehouse, a 1760s establishment that catered to Williamsburgs elite, rebuilt on its original foundations opened in 2009 and celebrated its 10th anniversary. James Andersons Blacksmith and Public Armoury site of 1776-1780, which includes a large blacksmith shop, forge, tinshop, kitchen, workshop, privy, and several storage buildings opened in 2012. In 2015, the Foundation opened the Market House, located next to the Magazine. The Market House holds auctions and sells goods that would have been for sale during colonial times. Ninety acres of gardens and greens fashioned to 18th-century forms showcase the buildings. In addition, the Historic Area is surrounded by 2,800 acres of greenbelt owned or used by the Foundation.In 2016, the Foundation instituted a new Military Outreach Program, including the Liberty Lounge, which has, to date, hosted more than 200,000 military guests and their families. New programming introduced in the Historic Area in 2017 includes: ox cart rides and an expanded carriage program; candlemaking; a Native American encampment with program interpretation; two new Nation Builders a young Thomas Jefferson and a young Martha Washington; and the Colonial Musket Range where participants can fire two different reproduction 18th-century flintlock firearms commonly used during the Revolutionary War period and learn about the history of those firearms.A new interpretive site opened in 2017- Caesar Hopes Barber Shop. There guests meet John Caesar Barber Hope, a man who secured his freedom from slavery and eventually became a small business owner. Also new in 2017 was the debut of Patriots at Play, a new program located behind the Peyton Randolph House where our young guests learn about 18th-century life through hands-on activities. We also launched an ax-throwing range, providing another engaging site for older children and adults to learn about and experience this popular 18th-century pastime. Additionally, the Junior Apprentice Program introduces a new Historic Trades training program that provides STEM-based career opportunities for students. Finally, the Raleigh Tavern porch was reconstructed in 2017 based on meticulous architectural, archaeological, and historical research and by using traditional period construction methods and materials. The new porch further complements the sites existing interpretative offerings and serves as a popular venue to explore important events and topics of 18th-century life. Several years ago the Foundation launched initiatives to encourage more interaction between guests and interpreters portraying individuals who played important roles in the founding of our nation and development of our societynot only political leaders such as Thomas Jefferson, George Washington, and Patrick Henry but also ordinary men and women, free and enslaved, of Williamsburg. In 2018, new Nation Builders, Ann Wager and Clementina Rind, were added to allow us to explore with the guests the unexpected roles that women had to take on and their part i”

“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), some 19,000 architectural fragments, and over 600 original and reconstructed buildings. The collections of British and American art and antiques include 77,000 objects, among them ceramics and glass, costumes, household accessories, furniture, musical instruments, numismatics, games and toys, kitchen equipment, paintings and drawings, prints and maps, scientific equipment, silver and base metals, textiles, tools and machines, and weapons. The Foundations holdings in southern furniture, American folk art, English silver and pewter, English porcelain, numismatics, tools, and several other categories are considered to be the most comprehensive in the nation. The Foundations extensive collections are researched by curators, archaeologists, and architectural historians and cared for by a staff of conservators and historic preservation professionals, all of whom oversee their display and care in the Historic Area and at the Art Museums. The Foundation is widely recognized for its expertise in colonial Virginia history and professionalism of its staff.The DeWitt Wallace Decorative Arts Museum features regularly changing thematic exhibitions drawn from Colonial Williamsburgs collections of British and American fine art and antiques. Highlights from its recent exhibitions include the following: English and American silver; British pottery and porcelain; paintings by Gilbert Stuart, Thomas Sully, John Wollaston, Charles Willson Peale, Godfrey Kneller, Peter Lely, and others; clothing and accessories from the late 17th through the mid-19th centuries; British and American needlework; weapons of the American Revolution; historic upholstery; coins and currency of early America; and examples of nearly every type of household furniture made and used in the American colonies. The Abby Aldrich Rockefeller Folk Art Museum, the nations leading center for research, preservation, and exhibition of American folk art, is adjacent to the DeWitt Wallace Museum. Through a series of regularly changing thematic exhibitions, Colonial Williamsburg displays its collection of nearly 7,000 examples of American folk art. This collection is designed to foster an appreciation for the aesthetic quality and educational value of American folk art and includes paintings, watercolors, pastels, calligraphic drawings, needlework, ceramics, musical instruments, three-dimensional carvings and sculptures, painted furniture, household ornaments, quilts, coverlets, and a wide array of other materials. Together, the DeWitt Wallace Decorative Arts Museum and the Abby Aldrich Rockefeller Folk Art Museum opened two new exhibitions in 2019: To Arm Against an Enemy: Weapons of the Revolutionary War and Textile Arts of Britain: A Commodity for the Colonies. In support of exhibitions and historic area installations and programming, the Art Museums provide hundreds of school and family programs, lectures, tours, and musical and theatrical performances throughout the year in the galleries and Hennage Auditorium. The Art Museums also made substantial progress on a three-year, 65,000-square-foot expansion and renovation. Fully gift funded, the project will be completed in early 2020.Bassett Hall, a restored 18th-century residence near the Capitol, is exhibited as Mr. and Mrs. John D. Rockefeller, Jr. furnished it for their personal use in the 1930s and 1940s. Over 125 objects of American folk art collected by Mrs. Rockefeller are displayed there. The Colonial Revival gardens and grounds also reflect the Rockefellers early 20”

“MISSIONThe Colonial Williamsburg Foundation is a nonprofit, tax-exempt educational organization established in 1928 to preserve and restore 18th-century Williamsburg, Virginia, which served as the colonial and Revolutionary capital of Virginia from 1699 to 1780. Responsibility for the Foundation rests with a Board of Trustees. The Foundation is organized and operated exclusively for charitable and educational purposes. Within that limitation, its principal purposes are to preserve, restore, reconstruct, or otherwise maintain historical structures, objects, works of art and locations and to promote, encourage, and carry on any historical, interpretive, research, or educational activities related thereto. The Foundation strives to feed the human spirit by sharing Americas enduring story by preserving and restoring 18th-century Williamsburg and engaging, informing, and inspiring people as they learn about this historic colonial capital, the events that occurred here, and the diverse peoples who helped shape our nation. During 2019, over 533,000 ticketed guests were able to take part in its educational programs.The Foundations activities include historical research, archaeological research, preservation of artifacts and buildings, interpretation of exhibition buildings and historic trades, re-creation of historic events, creation of educational museum exhibitions, publication of scholarly and popular works, educational outreach including teacher training, distance-learning programs, curriculum development, websites, and conservation and exhibition of art and antiques.Support for Colonial Williamsburgs operations comes from such sources as admission fees, contributions, sales of trade products and licensed reproductions, taverns and restaurants, publications, property rentals, and hospitality and convention services. In accordance with board of trustees policies, support is provided annually from the Foundations endowment for educational and museum programs, as well as Historic Area preservation and restoration. In 2019, almost 90,000 donors made gifts and grants to the Foundation.”

“Colonial Williamsburgs taverns and colonial houses operate in the Historic Area providing visitors with an interactive experience unique to the 18th-century. Ideal for guests who wish to fully immerse themselves in the 18th-century, Colonial Williamsburg offers authentic period accommodations in the Historic Area where our founding families once lodged. The Colonial Houses offer accommodations in colonial style at 28 guest houses, some as small as one room within a tavern and others as large as 16 rooms. Furnished with authentic period reproductions and antiques, each Colonial House has a unique history and appeal of its own, offering a rare way to experience the restored 18th-century capital of Virginia. Servers in the taverns are in period dress and interpret the 18th-century dining experience.”