Colonial Williamsburg Foundation

“Clifford Fleet, Kevin Patrick, Jeffrey Duncan, Mark Hileman, Carly Fiorina, Conrad M. Hall, John A. Luke, Jr. have a business relationship with a related party. Mark Hileman has 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.”

“Change in value of Split Interest Agreements = $3226445”

“Eliminate FAS 158 Adjustment = -$1410216”

“Colonial Williamsburgs Historic Area encompasses 301 acres of greens and gardens and more than 600 structures 88 of them original that range from the formal splendor of the Governors Palace to the utilitarian kitchen garden of the James Geddy site. The Historic Area is protected from modern intrusions by a 2,800-acre greenbelt, and Colonial Williamsburg is accredited as a Level II Arboretum by ArbNet, a global arboretum accreditation program.Historic trades interpretation, dramatic vignettes, interactive programs and encounters with people including Colonial Williamsburgs Nation Builders real historic figures associated with the 18th-century city who made significant contributions to the American story take place throughout the Historic Area, offering an engaging, entertaining guest experience that educates and captures the relevance of early American history in todays world. Homes, public buildings and shops are furnished with objects from Colonial Williamsburgs extensive collection of English and American antiques and reproductions made by skilled artisans employed by the foundation. Important work continues among historians and interpreters to portray an accurate representation of 18th-century life in Williamsburg where 52 percent of the population was Black, and most were enslaved. Telling the story of the Black experience continues a more than 40-year commitment from the foundation to tell the stories of the lives of men and women, enslaved and free, who helped secure Americas freedom. In 2020, the foundation launched a monthly educational program called US: Past, Present, Future that features scholars, researchers and historians who explore issues of race, religion and other topics that connect the past with current events, our shared history, and the enduring promises of America.Newly uncovered history whether through excavations at the original site of the First Baptist Church and careful research within the archives of the John D. Rockefeller, Jr. Library makes its way into the foundations educational programming. Historical integrity is critical to Colonial Williamsburgs credibility and worldwide reputation. The library is open to the public by appointment and houses more than 75,000 circulating books, 50,000 manuscripts, 12,000 rare books, 5,000 reels of microfilm, 60,000 architectural drawings, and 400,000 photographs and slides. In addition, research departments are devoted to training and historical research, including on-going professional development for employees. It also serves as a resource for educators for use in their classrooms, enhanced by professional development opportunities like the Bob and Marion Wilson Teacher Institute.The Teacher Institute expanded its online professional development and reached more teachers across the country in 2020. Using the online format, 52% of the teachers who participated were new to the Teacher Institute and educational opportunities offered by the foundation. By taking the institute online, Colonial Williamsburg supported 1,600 teachers from more than 40 states. Teachers and students accessed content live on Facebook as well as via the Colonial Williamsburg YouTube channel, Amazon Fire and Roku. Content included 44 Nation Builder and character interpreter interviews; 33 videos of tradespeople; 13 Electronic Field Trip rebroadcasts with Q&A sessions; and 43 videos in the Exploring Our World series on daily life, classroom activities and tours. 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 Education Resou”

“The Colonial Williamsburg Foundation operates two world-class art museums showcasing collections to enhance and enrich the guest experience beyond the living history of the Historic Area. The award-winning DeWitt Wallace Decorative Arts Museum houses the foundations renowned collection of British and American fine and decorative arts dating from 1600 through 1840. The award-winning Abby Aldrich Rockefeller Folk Art Museum is the oldest institution in the United States dedicated solely to the collection and preservation of American folk art. Colonial Williamsburg also operates Bassett Hall, a two-story, 18th-century frame house which is situated near the near the colonial Capitol. The house was the Williamsburg home of Mr. and Mrs. John D. Rockefeller Jr., and retains the original furnishings used by them from 1936-1948. 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. 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 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. Drawing from a collection of more than 70,000 objects, Colonial Williamsburg furnishes, maintains, and interprets more than 200 18th-century period rooms and craft shops. In 2020, the Art Museums of Colonial Williamsburg completed a 65,000-square-foot expansion and renovation project that added a new, highly visible and accessible main entrance, increased exhibition space by 25%, expanded museum caf and retail spaces, and transformed the Hennage Auditorium into a state-of-the-art theater space. Striking landscape plantings of native, disease-resistant flowers, shrubs and trees accentuate the exterior of the enlarged facility.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 fo”

“MISSIONThe Colonial Williamsburg Foundation is a nonprofit, tax-exempt organization established in 1928 to preserve and restore 18th-century Williamsburg, which served as Virginias colonial capital from 1699 to 1780. A Board of Trustees governs the foundation, which is organized and operated exclusively for charitable and educational purposes. Guided by its mission that the future may learn from the past, it preserves, restores, reconstructs, or otherwise maintains historical resources for the purposes of enabling interpretive, research, or educational activities related thereto. Through this work, the foundation engages, informs, and inspires people around the world, both onsite and online, as they learn about this historic city, the events that occurred here, and the diverse peoples who helped shape our nation. The foundations activities include historical and archaeological research; preservation of artifacts and buildings; interpretation of exhibition buildings and historic trades; re-creation of historic events; publication of scholarly and popular works; conservation and exhibition of art and antiques; and educational outreach through teacher training, distance-learning programs and websites, and curriculum development.Support for Colonial Williamsburgs operations comes from such sources as ticketed admission, donations, sales of trade products and licensed reproductions, taverns and restaurants, publications, property rentals, and hospitality and convention services. In accordance with board policies, support is provided annually from the foundations endowment for educational and museum programs, as well as Historic Area preservation and restoration. In 2020, more than 94,000 donors made gifts and grants to the foundation. The Colonial Williamsburg Foundation closed its doors in early 2020 for the longest period in its more than 90-year history with the onset of the COVID-19 pandemic. The closure depressed ticket sales, with approximately 162,000 ticketed guests purchasing an onsite experience during the last half of the year. At the same time, the foundation shifted its resources to build a strong online presence that continues today. Live-stream and recorded programming provide entertaining and educational content for hundreds of thousands of online viewers. Facebook video views are an appropriate metric to measure the impact of expanding online programming. The number of Facebook videos jumped from 633,000 in 2019 to more than 12 million as measured in the third quarter of 2021, significantly expanding the foundations reach as an educational resource far beyond its geographic footprint. The foundation is grateful to have received an increase in donor gifts to offset the cost of digital operations during the pandemic. Along with careful attention to expenses, Colonial Williamsburg ended 2020 stronger financially than before the pandemic.”

“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.”