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Nonprofiteer
← COLONIAL WILLIAMSBURG FOUNDATION

Form 990 for tax year 2023

Filed by COLONIAL WILLIAMSBURG FOUNDATION.

Totals

Total revenue
$125,849,831
Total expenses
$121,512,920
Contributions and grants received
$64,053,910
Grants paid
$0
Program services expenses (Part IX)
$86,354,846
Management and general expenses
$25,657,979
Fundraising expenses
$9,500,095
Program service expenses (Part III)
$86,354,846

Program services were 71.1% 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
    $685,727
    From this org
    $577,780
    From related orgs
    $0
    Other
    $107,947
    Hours/week
    65

    Schedule J breakdown matched by us

    Base
    $551,242
    Bonus
    not reported
    Other
    $26,538
    Deferred
    $29,161
    Nontaxable benefits
    $78,786
    Filer's total
    $685,727

  • Kevin Patrick

    CFO & Treasurer

    Total calculated
    $650,734
    From this org
    $521,140
    From related orgs
    $0
    Other
    $129,594
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $393,070
    Bonus
    $90,000
    Other
    $38,070
    Deferred
    $61,454
    Nontaxable benefits
    $68,140
    Filer's total
    $650,734

  • Ronald Hurst

    CMO

    Total calculated
    $526,672
    From this org
    $392,341
    From related orgs
    $0
    Other
    $134,331
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $301,089
    Bonus
    $85,000
    Other
    $6,252
    Deferred
    $109,442
    Nontaxable benefits
    $24,889
    Filer's total
    $526,672

  • Elizabeth Kelly

    Vice President

    Total calculated
    $473,245
    From this org
    $326,141
    From related orgs
    $0
    Other
    $147,104
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $216,439
    Bonus
    $36,000
    Other
    $73,702
    Deferred
    $135,603
    Nontaxable benefits
    $11,501
    Filer's total
    $473,245

  • Hazel Wong

    CLC & Secretary

    Total calculated
    $449,946
    From this org
    $402,208
    From related orgs
    $0
    Other
    $47,738
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $283,498
    Bonus
    $74,000
    Other
    $44,710
    Deferred
    $19,786
    Nontaxable benefits
    $27,952
    Filer's total
    $449,946

  • Robert Underwood

    Vice President

    Total calculated
    $439,665
    From this org
    $315,370
    From related orgs
    $0
    Other
    $124,295
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $210,518
    Bonus
    $36,000
    Other
    $68,852
    Deferred
    $69,462
    Nontaxable benefits
    $54,833
    Filer's total
    $439,665

  • Earl Granger III

    CDO

    Total calculated
    $434,209
    From this org
    $431,574
    From related orgs
    $0
    Other
    $2,635
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $350,997
    Bonus
    $80,000
    Other
    $577
    Deferred
    not reported
    Nontaxable benefits
    $2,635
    Filer's total
    $434,209

  • Samuel Rucker

    Vice President

    Total calculated
    $395,302
    From this org
    $297,612
    From related orgs
    $0
    Other
    $97,690
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $246,293
    Bonus
    $40,000
    Other
    $11,319
    Deferred
    $65,391
    Nontaxable benefits
    $32,299
    Filer's total
    $395,302

  • Clifford Mustaafa Dozier

    CHRO

    Total calculated
    $387,711
    From this org
    $325,766
    From related orgs
    $0
    Other
    $61,945
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $247,225
    Bonus
    $64,000
    Other
    $14,541
    Deferred
    $29,254
    Nontaxable benefits
    $32,691
    Filer's total
    $387,711

  • Henry Lai

    Vice President

    Total calculated
    $352,844
    From this org
    $292,741
    From related orgs
    $0
    Other
    $60,103
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $226,241
    Bonus
    $38,000
    Other
    $28,500
    Deferred
    $47,058
    Nontaxable benefits
    $13,045
    Filer's total
    $352,844

  • Mia Nagawiecki

    Vice President

    Total calculated
    $305,366
    From this org
    $271,911
    From related orgs
    $0
    Other
    $33,455
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $214,411
    Bonus
    $35,000
    Other
    $22,500
    Deferred
    $9,459
    Nontaxable benefits
    $23,996
    Filer's total
    $305,366

  • Shaun Coleman

    Vice President

    Total calculated
    $290,036
    From this org
    $276,428
    From related orgs
    $0
    Other
    $13,608
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $85,247
    Bonus
    $111,729
    Other
    $79,452
    Deferred
    $6,253
    Nontaxable benefits
    $7,355
    Filer's total
    $290,036

  • Sani Silvennoinen

    CDO

    Total calculated
    $265,102
    From this org
    $229,068
    From related orgs
    $0
    Other
    $36,034
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $223,845
    Bonus
    not reported
    Other
    $5,223
    Deferred
    $13,261
    Nontaxable benefits
    $22,773
    Filer's total
    $265,102

  • Mark Hileman

    General Counsel

    Total calculated
    $36,000
    From this org
    $36,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    $36,000
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $36,000

  • 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

  • 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

  • Walfrido 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

  • YPing 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 2023, 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
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202443179349307659

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

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