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Nonprofiteer
← COLONIAL WILLIAMSBURG FOUNDATION

Form 990 for tax year 2024

Filed by COLONIAL WILLIAMSBURG FOUNDATION.

Totals

Total revenue
$149,379,664
Total expenses
$120,073,091
Contributions and grants received
$52,134,149
Grants paid
$0
Program services expenses (Part IX)
$86,307,995
Management and general expenses
$25,033,593
Fundraising expenses
$8,731,503
Program service expenses (Part III)
$86,307,995

Program services were 71.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Clifford Fleet III

    President & CEO

    Total calculated
    $800,881
    From this org
    $748,550
    From related orgs
    $0
    Other
    $52,331
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $599,319
    Bonus
    $110,000
    Other
    $39,231
    Deferred
    $34,607
    Nontaxable benefits
    $17,724
    Filer's total
    $800,881

  • Kevin Patrick

    CFO & Treasurer

    Total calculated
    $523,998
    From this org
    $491,764
    From related orgs
    $0
    Other
    $32,234
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $81,993
    Bonus
    $46,813
    Other
    $362,958
    Deferred
    $19,043
    Nontaxable benefits
    $13,191
    Filer's total
    $523,998

  • Hazel Wong

    CLC & Secretary

    Total calculated
    $476,671
    From this org
    $416,864
    From related orgs
    $0
    Other
    $59,807
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $305,981
    Bonus
    $87,883
    Other
    $23,000
    Deferred
    $25,655
    Nontaxable benefits
    $34,152
    Filer's total
    $476,671

  • Robert Underwood

    Vice President

    Total calculated
    $470,718
    From this org
    $323,479
    From related orgs
    $0
    Other
    $147,239
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $215,607
    Bonus
    $38,520
    Other
    $69,352
    Deferred
    $86,078
    Nontaxable benefits
    $61,161
    Filer's total
    $470,718

  • Samuel Rucker

    Vice President

    Total calculated
    $426,203
    From this org
    $316,664
    From related orgs
    $0
    Other
    $109,539
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $263,201
    Bonus
    $38,477
    Other
    $14,986
    Deferred
    $73,841
    Nontaxable benefits
    $35,698
    Filer's total
    $426,203

  • Ronald Hurst

    CMO

    Total calculated
    $416,918
    From this org
    $386,599
    From related orgs
    $0
    Other
    $30,319
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $305,262
    Bonus
    $74,989
    Other
    $6,348
    Deferred
    $1,587
    Nontaxable benefits
    $28,732
    Filer's total
    $416,918

  • Elizabeth Kelly

    Vice President

    Total calculated
    $404,019
    From this org
    $332,641
    From related orgs
    $0
    Other
    $71,378
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $170,071
    Bonus
    $34,909
    Other
    $127,661
    Deferred
    $61,739
    Nontaxable benefits
    $9,639
    Filer's total
    $404,019

  • Henry Lai

    Treasurer

    Total calculated
    $366,013
    From this org
    $295,557
    From related orgs
    $0
    Other
    $70,456
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $229,321
    Bonus
    $37,236
    Other
    $29,000
    Deferred
    $56,462
    Nontaxable benefits
    $13,994
    Filer's total
    $366,013

  • Marianne Nagawiecki

    Vice President

    Total calculated
    $361,926
    From this org
    $312,113
    From related orgs
    $0
    Other
    $49,813
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $204,838
    Bonus
    $37,600
    Other
    $69,675
    Deferred
    $10,571
    Nontaxable benefits
    $39,242
    Filer's total
    $361,926

  • Sani Silvennoinen

    CDO

    Total calculated
    $361,884
    From this org
    $306,870
    From related orgs
    $0
    Other
    $55,014
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $279,483
    Bonus
    $11,122
    Other
    $16,265
    Deferred
    $21,683
    Nontaxable benefits
    $33,331
    Filer's total
    $361,884

  • Dana Tomlin

    Chief of Staff

    Total calculated
    $345,547
    From this org
    $290,092
    From related orgs
    $0
    Other
    $55,455
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $189,004
    Bonus
    $34,240
    Other
    $66,848
    Deferred
    $23,617
    Nontaxable benefits
    $31,838
    Filer's total
    $345,547

  • Gary Sandling

    Vice President

    Total calculated
    $326,410
    From this org
    $260,790
    From related orgs
    $0
    Other
    $65,620
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $207,240
    Bonus
    $30,550
    Other
    $23,000
    Deferred
    $39,424
    Nontaxable benefits
    $26,196
    Filer's total
    $326,410

  • Clifford Mustaafa Dozier

    CHRO

    Total calculated
    $269,318
    From this org
    $249,691
    From related orgs
    $0
    Other
    $19,627
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $167,865
    Bonus
    $70,686
    Other
    $11,140
    Deferred
    $1,857
    Nontaxable benefits
    $17,770
    Filer's total
    $269,318

  • Brian Partlow

    Asst Treasurer

    Total calculated
    $209,840
    From this org
    $168,915
    From related orgs
    $0
    Other
    $40,925
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $138,415
    Bonus
    not reported
    Other
    $30,500
    Deferred
    $17,280
    Nontaxable benefits
    $23,645
    Filer's total
    $209,840

  • Jacquelyn Ferree

    CFOO& Treasurer

    Total calculated
    $128,605
    From this org
    $120,289
    From related orgs
    $0
    Other
    $8,316
    Hours/week
    50

  • Mark Hileman

    General Counsel

    Total calculated
    $24,000
    From this org
    $24,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    $24,000
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $24,000

  • Carly Fiorina

    Chair

    Total calculated
    $0
    Hours/week
    4

  • Kendrick F Ashton Jr

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Frank Batten Jr

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Geoff Bennett

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Catharine O'Neill Broderick

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • William Casperson

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Mark A Coblitz

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Walter Edgar

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Neil M Gorsuch

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Conrad M Hall

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Antonia Hernandez

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • John A Luke Jr

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Waldrido J Martinez

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Leslie A Miller

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Steven L Miller

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Joseph W Montgomery

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Steve Netzley

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Walter S Robertson III

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Gerald L Shaheen

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Larry W Sonsini

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Sheldon M Stone

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Y Ping Sun

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • John C Thomas

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Jeff Trammell

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Alex Wallace

    Trustee

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1a · Health or social club dues or initiation fees
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 1a: Relevant information in regards to selections on 1a.
In 2024, the Foundation required the President to live in a house in the Historic Area to better facilitate the performance of his duties, and the house was provided free. Value of the housing in included on Schedule J as a nontaxable 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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.2
Source object
202523179349301807

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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