COLONIAL WILLIAMSBURG FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: COLONIAL WILLIAMSBURG FOUNDATION (EIN 54-0505888)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-11-15
IRS object ID: 201303199349301510
Schema version: 2012v2.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule G
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-11-15T06:15:09-08:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	540505888	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	Colonial Williamsburg Foundation	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	COLO	NameControl
Phone	7572291000	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 1776	AddressLine1
City	Williamsburg	City
State	VA	State
ZIP Code	23187	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Robert B Taylor	Name
Title	Senior VP	Title
Date Signed	2013-11-15	DateSigned

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	Colin G Campbell	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	134 N Henry Street	AddressLine1
City	Williamsburg	City
State	VA	State
ZIP Code	23185	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	383706650	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
All Affiliates Included	false	AllAffiliatesIncluded
Organization501c3	X	Organization501c3
Web Site	www.history.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1928	YearFormation
State Legal Domicile	VA	StateLegalDomicile
Activity Or Mission Description	Preserve, restore, reconstruct, or otherwise maintain historical structures, objects, works of art and locations and to promote, encourage, and carry on any historical, interpretative, research, or related educational activities.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	20	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	14	NbrIndependentVotingMembers
Total Nbr Employees	1797	TotalNbrEmployees
Total Nbr Volunteers	800	TotalNbrVolunteers
Total Gross UBI	233848	TotalGrossUBI
Net Unrelated Business Txbl Income	-8892968	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	34125545	ContributionsGrantsPriorYear
Contributions Grants Current Year	27081374	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	40095459	ProgramServiceRevenuePriorYear
Program Service Revenue CY	38310177	ProgramServiceRevenueCY
Investment Income Prior Year	41025551	InvestmentIncomePriorYear
Investment Income Current Year	43973437	InvestmentIncomeCurrentYear
Other Revenue Prior Year	3011740	OtherRevenuePriorYear
Other Revenue Current Year	5729654	OtherRevenueCurrentYear
Total Revenue Prior Year	118258295	TotalRevenuePriorYear
Total Revenue Current Year	115094642	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	1057649	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	1069222	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	58116432	SalariesEtcPriorYear
Salaries Etc Current Year	61727168	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	110838	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	116370	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	8176421	TotalFundrsngExpCurrentYear
Other Expense Prior Year	74670654	OtherExpensePriorYear
Other Expenses Current Year	73068457	OtherExpensesCurrentYear
Total Expenses Prior Year	133955573	TotalExpensesPriorYear
Total Expenses Current Year	135981217	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-15697278	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	-20886575	RevenuesLessExpensesCY
Total Assets BOY	1465821309	TotalAssetsBOY
Total Assets EOY	1501154852	TotalAssetsEOY
Total Liabilities BOY	401024760	TotalLiabilitiesBOY
Total Liabilities EOY	400978319	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	1064796549	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	1100176533	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	Preserve, restore, reconstruct, or otherwise maintain historical structures, objects, works of art and locations and to promote, encourage, and carry on any historical, interpretative, research, or related educational activities.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	54328814	Expense
Revenue	24020811	Revenue
Description	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 engages 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. See Federal Supplemental Information for further detail.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	18325635	Expense
Revenue	16363252	Revenue
Description	Taverns and Colonial Houses-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. Servers in taverns are in period dress and interpret the 18th-century dining experiences. See Federal Supplemental Information for further detail.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	13954572	Expense
Revenue	19551807	Revenue
Description	Products-Items sold in the retail shops in and around the Historic Area become a tangible part of the learning experience. The purpose of the sales is to enhance public awareness and knowledge of the designs and craftsmanship exemplified in 18th-century Williamsburg. See Federal Supplemental Information for further detail.	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	20257970	TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev	3526326	TotalOfOtherProgramServiceRev
Total Program Service Expense	106866991	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	true	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	true	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	true	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	true	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	true	ReportFin48Footnote
Independent Audit Financial Stmt	false	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	true	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	true	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	true	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	true	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	true	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	true	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	true	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	true	DeductibleNonCashContributions
Deductible Contributions Of Art	true	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	true	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	true	RelatedOrgControlledEntity
Transaction Related Entity	true	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	403	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	1797	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	true	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	true	QuidProQuoContributions
Quid Pro Quo Disclosure	true	QuidProQuoDisclosure
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Number Of8282 Filed	0	NumberOf8282Filed
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	true	Form1098CFiled
Excess Business Holdings	false	ExcessBusinessHoldings
Taxable Distributions	false	TaxableDistributions
Distribution To Donor	false	DistributionToDonor
Filed Lieu1041	false	FiledLieu1041
Licensed More Than One State	false	LicensedMoreThanOneState
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	20	NbrVotingGoverningBodyMembers
Number Independent Voting Members	14	NumberIndependentVotingMembers
Family Or Business Relationship	true	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
States Where Copy Of Return Is Filed	WV	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	WI	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	WA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	VA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	UT	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	TN	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	SC	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	RI	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	PA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	OR	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	OK	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	OH	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NY	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NM	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NJ	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NH	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	ND	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	NC	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MS	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MN	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MI	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	ME	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MD	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	MA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	LA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	KY	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	KS	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	IL	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	HI	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	GA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	FL	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	DC	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	CT	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	CO	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	CA	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	AZ	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	AR	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	AL	StatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is Filed	AK	StatesWhereCopyOfReturnIsFiled
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	Jeffrey A Duncan	NamePerson
Telephone Number	7572207065	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	PO Box 1776	AddressLine1
City	Williamsburg	City
State	VA	State
ZIP Code	231871776	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (35 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Average Hours Per Week RelatedAverageHoursPerWeekRelated	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
Henry C Wolf
Trustee	2.00	0.00	X	0	0	0
Edward D Villani
Trustee	4.00	0.00	X	0	0	0
Sharon P Rockefeller
Trustee	3.00	0.00	X	0	0	0
Barbara B Oberg
Trustee	1.00	0.00	X	0	0	0
Thomas K Norment Jr
Trustee	4.00	0.00	X	0	0	0
Thurston R Moore
Trustee	2.00	0.00	X	0	0	0
Andrea Mitchell
Trustee	2.00	0.00	X	0	0	0
Cynthia H Milligan
Trustee	2.00	0.00	X	0	0	0
Steven L Miller
Trustee	2.00	0.00	X	0	0	0
Leslie A Miller
Trustee	1.00	0.00	X	0	0	0
Judith A McHale
Trustee	1.00	0.00	X	0	0	0
Forrest E Mars Jr
Trustee	2.00	0.00	X	0	0	0
Mark J Kington
Trustee	2.00	0.00	X	0	0	0
Anthony M Kennedy
Trustee	2.00	0.00	X	0	0	0
Pamela P Flaherty
Trustee	1.00	0.00	X	0	0	0
Richard M Donnelly
Trustee	4.00	0.00	X	0	0	0
John R Donnell Jr
Trustee	2.00	0.00	X	0	0	0
Antoinette Cook Bush
Trustee	1.00	0.00	X	0	0	0
Thomas F Farrell II
Chairman	4.00	0.00	X	0	0	0
Colin G Campbell
President & CEO	65.00	0.00	X	605626	0	101086	X
William E White
Vice President	50.00	0.00		190100	0	65204	X
Gail M Waddell
General Counsel	50.00	0.00		236247	0	49029	X
Laura J Loda
Vice President	50.00	0.00		245570	0	38013	X
Ronald L Hurst
Vice President	50.00	0.00		230365	0	68196	X
James P Horn
Vice President	50.00	0.00		237029	0	48038	X
Robert B Taylor
Senior VP	50.00	0.00		397202	0	56570	X
Michael D Rierson
Senior VP	50.00	0.00		370474	0	82703	X
John S Bacon
Senior VP	50.00	0.00		340634	0	50198	X
Jeffrey A Duncan
Controller	50.00	0.00		154930	0	32110		X
Denise Kellogg
Director	50.00	0.00		152426	0	7449		X
Douglas K Marty
Director	50.00	0.00		161733	0	32719		X
Danny McDaniel
Director	50.00	0.00		140458	0	73614		X
Cynthia Williamson
Director	50.00	0.00		148519	0	33887		X
James L Easton
Vice President	0.00	0.00		165404	0	15298			X
Katherine Whitehead
Vice President	0.00	0.00		152402	0	0			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	3929119	TotalReportableCompFromOrg
Total Other Compensation	754114	TotalOtherCompensation
Number Individuals GT100 K	33	NumberIndividualsGT100K
Formers Listed	true	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
United Parcel Service
PO Box 7247-0244	Philadelphia	PA	191700001	Freight	2874964
Peninsula Commercial Services
707 East Main Street	Richmond	VA	23219	Facilities Mgmt	907731
Investure IMA Fees
126 Garrett Street Suite J	Charlottesville	VA	22902	Investment Mgmt	1049315
Healthkeepers Inc
PO Box 26623	Richmond	VA	23285	Administrative	808372
Fir Tree International Value Fund
505 5th Avenue 23rd Floor	New York City	NY	10017	Investment Mgmt	1455932

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	24	NumberOfContractorsGT100K
Government Grants	1558065	GovernmentGrants
All Other Contributions	25523309	AllOtherContributions
Noncash Contributions	8000012	NoncashContributions
Total Contributions	27081374	TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
Taverns & Colonial Houses	722100	16363252	16363252
Special Programs	611600	2399820	2399820
Historic Area Rentals	531110	788264		$788,264
Admissions	611600	18758841	18758841

Field	Value	IRS element (for citing)
Total Program Service Revenue	38310177	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	9130476	TotalRevenueColumn
Unrelated Business Revenue	-555752	UnrelatedBusinessRevenue
Exclusion	$9,686,228	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	1123799	TotalRevenueColumn
Exclusion	$1,123,799	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	16650761	Real
Personal	27920	Personal

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	24794681	Real
Personal	409	Personal

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	-8143920	Real
Personal	27511	Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	-8116409	TotalRevenueColumn
Unrelated Business Revenue	-7644609	UnrelatedBusinessRevenue
Exclusion	-$471,800	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	269065636	Securities
Other	846458	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	234068844	Securities
Other	1000289	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	34996792	Securities
Other	-153831	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	34842961	TotalRevenueColumn
Unrelated Business Revenue	-3829	UnrelatedBusinessRevenue
Exclusion	$34,846,790	ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	19551807	GrossSalesOfInventory
Cost Of Goods Sold	8747785	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	10804022	TotalRevenueColumn
Related Or Exempt Function Income	8808251	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	1995771	UnrelatedBusinessRevenue

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Unrelated Business RevenueUnrelatedBusinessRevenue	ExclusionExclusionAmount
Theatre	512000	115350	115350
Parking Fees	812930	203127		$203,127
Other	900099	1520706	6247858	-$4,727,152

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	79059	TotalRevenueColumn
Unrelated Business Revenue	79059	UnrelatedBusinessRevenue

Field	Value	IRS element (for citing)
Total Other Revenue	1918242	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	115094642	TotalRevenueColumn
Related Or Exempt Function Income	46330164	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	233848	UnrelatedBusinessRevenue
Exclusion	$41,449,256	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	1069222	Total
Program Services	1069222	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	0	Total

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	2853248	Total
Program Services	657494	ProgramServices
Management And General	1825280	ManagementAndGeneral
Fundraising	370474	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	45564491	Total
Program Services	33208312	ProgramServices
Management And General	10109643	ManagementAndGeneral
Fundraising	2246536	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	300482	Total
Management And General	300482	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	9094853	Total
Program Services	6104435	ProgramServices
Management And General	2518668	ManagementAndGeneral
Fundraising	471750	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	3914094	Total
Program Services	2464414	ProgramServices
Management And General	1259240	ManagementAndGeneral
Fundraising	190440	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	15791399	Total
Program Services	15791399	ProgramServices

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	66389	Total
Management And General	66389	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	216584	Total
Management And General	216584	ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	116370	Total
Fundraising	116370	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	6534608	Total
Program Services	6534608	ProgramServices

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	-5188487	Total
Program Services	1957453	ProgramServices
Management And General	-7145940	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	5978668	Total
Program Services	5893893	ProgramServices
Management And General	53256	ManagementAndGeneral
Fundraising	31519	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	8654468	Total
Program Services	4975653	ProgramServices
Management And General	278172	ManagementAndGeneral
Fundraising	3400643	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	1771011	Total
Program Services	440253	ProgramServices
Management And General	1319567	ManagementAndGeneral
Fundraising	11191	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	6508	Total
Program Services	6508	ProgramServices

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	4314737	Total
Program Services	3641588	ProgramServices
Management And General	670348	ManagementAndGeneral
Fundraising	2801	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	831162	Total
Program Services	619511	ProgramServices
Management And General	86674	ManagementAndGeneral
Fundraising	124977	Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	564262	Total
Program Services	271401	ProgramServices
Management And General	287325	ManagementAndGeneral
Fundraising	5536	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	5449906	Total
Program Services	1323543	ProgramServices
Management And General	4126363	ManagementAndGeneral

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	8247607	Total
Program Services	6596766	ProgramServices
Management And General	1518642	ManagementAndGeneral
Fundraising	132199	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	881536	Total
Program Services	881536	ProgramServices

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral	FundraisingFundraising
Miscellaneous	2530579	1590698	831263	108618
Contracted Services	2542299	1986698	480348	75253
Equipment Rental & Maintenance	3386881	2816975	564157	5749
Maintenance & Repairs	6153151	4987687	1136517	28947

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	4335189	Total
Program Services	3046944	ProgramServices
Management And General	434827	ManagementAndGeneral
Fundraising	853418	Fundraising

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	135981217	Total
Program Services	106866991	ProgramServices
Management And General	20937805	ManagementAndGeneral
Fundraising	8176421	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	190000	BOY
EOY	190000	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	5543248	BOY
EOY	6572251	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	20314590	BOY
EOY	15191604	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	2777401	BOY
EOY	1698446	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	3558479	BOY
EOY	4449753	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	8520818	BOY
EOY	8459000	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	1911367	BOY
EOY	2105814	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	710786449	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	295127547	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	421847336	BOY
EOY	415658902	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	65074124	BOY
EOY	53196905	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	643991368	BOY
EOY	681606426	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
EOY	0	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	292092578	BOY
EOY	312025751	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	1465821309	BOY
EOY	1501154852	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	19591596	BOY
EOY	18891785	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	59801924	BOY
EOY	57736020	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	2495768	BOY
EOY	2598338	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	272929922	BOY
EOY	272894562	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	46205550	BOY
EOY	48857614	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	401024760	BOY
EOY	400978319	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	726853259	BOY
EOY	737234694	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	82674213	BOY
EOY	103989210	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	255269077	BOY
EOY	258952629	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1064796549	BOY
EOY	1100176533	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	1465821309	BOY
EOY	1501154852	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	-20886575	ReconcilationRevenueExpenses
Reconciliation Unrealized Invest	58110395	ReconciliationUnrealizedInvest
Reconcilation Other Changes	-1843836	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited

FS Audited Basis FSAuditedBasis

Field	Value	IRS element (for citing)
Financial Statement Consolidated	X	FinancialStatementConsolidated

Field	Value	IRS element (for citing)
Audit Committee	true	AuditCommittee
Federal Grant Audit Required	true	FederalGrantAuditRequired
Federal Grant Audit Performed	true	FederalGrantAuditPerformed

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	X	PubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	24211135	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	35566203	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	29206642	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	34125545	CurrentTaxYearMinus1Year
Current Tax Year	27081374	CurrentTaxYear
Total	150190899	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	85148415	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	75699040	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	67673199	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	61816953	CurrentTaxYearMinus1Year
Current Tax Year	59780226	CurrentTaxYear
Total	350117833	Total

Gross Receipts From Non UBI GrossReceiptsFromNonUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	-5489367	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	-4551130	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	-3878142	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	-3550797	CurrentTaxYearMinus1Year
Current Tax Year	-3641449	CurrentTaxYear
Total	-21110885	Total

Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509

Field	Value	IRS element (for citing)
Total	0	Total

Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt

Field	Value	IRS element (for citing)
Total	0	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	103870183	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	106714113	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	93001699	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	92391701	CurrentTaxYearMinus1Year
Current Tax Year	83220151	CurrentTaxYear
Total	479197847	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	556438	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	2023596	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	3820934	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	2365624	CurrentTaxYearMinus1Year
Current Tax Year	3295724	CurrentTaxYear
Total	12062316	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1238882	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1221215	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1106668	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	1079373	CurrentTaxYearMinus1Year
Current Tax Year	999449	CurrentTaxYear
Total	5645587	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1795320	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	3244811	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	4927602	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	3444997	CurrentTaxYearMinus1Year
Current Tax Year	4295173	CurrentTaxYear
Total	17707903	Total

Field	Value	IRS element (for citing)
Public Support Total509	461489944	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	20018070	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	15407382	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	17665119	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	15545630	CurrentTaxYearMinus1Year
Current Tax Year	16724762	CurrentTaxYear
Total	85360963	Total

Post1975 UBTI Post1975UBTI

Field	Value	IRS element (for citing)
Total	0	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	20018070	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	15407382	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	17665119	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	15545630	CurrentTaxYearMinus1Year
Current Tax Year	16724762	CurrentTaxYear
Total	85360963	Total

Net Income From Other UBI NetIncomeFromOtherUBI

Field	Value	IRS element (for citing)
Total	0	Total

Other Income509 OtherIncome509

Field	Value	IRS element (for citing)
Total	0	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	123888253	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	122121495	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	110666818	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	107937331	CurrentTaxYearMinus1Year
Current Tax Year	99944913	CurrentTaxYear
Total	564558810	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.81740	PublicSupportPercentage509
Prior Year Support Percentage	0.81180	PriorYearSupportPercentage
Investment Income Percentage	0.15120	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.15860	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

Field	Value	IRS element (for citing)
Contributor Number	RESTRICTED	ContributorNumber

Contributor Name Business ContributorNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor Address US ContributorAddressUS

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Aggregate Contributions	RESTRICTED	AggregateContributions

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Form4720 Filed4955 Tax	false	Form4720Filed4955Tax
Correction Made	false	CorrectionMade

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	106866991	FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

Field	Value	IRS element (for citing)
Filing Organizations Totals	106866991	FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	1000000	FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

Field	Value	IRS element (for citing)
Filing Organizations Totals	250000	FilingOrganizationsTotals

Field	Value	IRS element (for citing)
Form4720 Filed	false	Form4720Filed

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	1000000	CurrentYearMinus3
Current Year Minus2	1000000	CurrentYearMinus2
Current Year Minus1	1000000	CurrentYearMinus1
Current Year	1000000	CurrentYear
Total	4000000	Total

Field	Value	IRS element (for citing)
Lobbying Ceiling	$6,000,000	LobbyingCeilingAmount

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

Field	Value	IRS element (for citing)
Current Year Minus3	250000	CurrentYearMinus3
Current Year Minus2	250000	CurrentYearMinus2
Current Year Minus1	250000	CurrentYearMinus1
Current Year	250000	CurrentYear
Total	1000000	Total

Field	Value	IRS element (for citing)
Grassroots Ceiling	$1,500,000	GrassrootsCeilingAmount

Schedule D IRS990ScheduleD

Art Public Exhibition Amts ArtPublicExhibitionAmts

Field	Value	IRS element (for citing)
Revenues Included	712720	RevenuesIncluded
Assets In Part X	74832309	AssetsInPartX

Field	Value	IRS element (for citing)
Collect Used For Public Exhibition	X	CollectUsedForPublicExhibition
Collect Used For Scholar Research	X	CollectUsedForScholarResearch
Collect Used For Preservation	X	CollectUsedForPreservation
Collect Used For Loan Or Exch Prgrms	X	CollectUsedForLoanOrExchPrgrms
Solicited Assets For Sale	false	SolicitedAssetsForSale

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	709065492	BeginningOfYearBalance
Contributions	9617265	Contributions
Investment Earnings Or Losses	93769473	InvestmentEarningsOrLosses
Other Expenditures	75810395	OtherExpenditures
Administrative Expenses	1838504	AdministrativeExpenses
End Of Year Balance	734803331	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	754478458	BeginningOfYearBalance
Contributions	7660416	Contributions
Investment Earnings Or Losses	7155049	InvestmentEarningsOrLosses
Other Expenditures	58215640	OtherExpenditures
Administrative Expenses	2012791	AdministrativeExpenses
End Of Year Balance	709065492	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	701799016	BeginningOfYearBalance
Contributions	7920414	Contributions
Investment Earnings Or Losses	103652831	InvestmentEarningsOrLosses
Other Expenditures	57629776	OtherExpenditures
Administrative Expenses	1264027	AdministrativeExpenses
End Of Year Balance	754478458	EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	610622667	BeginningOfYearBalance
Contributions	8078011	Contributions
Investment Earnings Or Losses	138826515	InvestmentEarningsOrLosses
Other Expenditures	54982664	OtherExpenditures
Administrative Expenses	745513	AdministrativeExpenses
End Of Year Balance	701799016	EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	819799066	BeginningOfYearBalance
Contributions	11384748	Contributions
Investment Earnings Or Losses	-153241278	InvestmentEarningsOrLosses
Other Expenditures	65814986	OtherExpenditures
Administrative Expenses	1204883	AdministrativeExpenses
End Of Year Balance	610622667	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.55000	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.34000	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.11000	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	50944523	OtherCostOrOtherBasis
Book Value	50944523	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	481248575	OtherCostOrOtherBasis
Depreciation	211855793	Depreciation
Book Value	269392782	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	96564430	OtherCostOrOtherBasis
Depreciation	83271754	Depreciation
Book Value	13292676	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	82028921	OtherCostOrOtherBasis
Book Value	82028921	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	415658902	TotalOfBookValueLandBuildings
Total Of Book Value Securities	681606426	TotalOfBookValueSecurities

Other Assets OtherAssets (9 entries)

DescriptionDescription	Book ValueBookValue
Various Unitrusts	5564908
Pooled Income Funds	1766136
Other	5881926
Investment in Subsidiary	97131207
Interfund Receivable	184696423
Gift Annuities	15593587
Deferred Loan Cost	454197
Deferred Bond Cost	364479
Cash Surrender Value-Life Insurance	572888

Field	Value	IRS element (for citing)
Total Book Value Other Assets	312025751	TotalBookValueOtherAssets

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescription	AmountAmount
Split Interest Agreements	$12,599,204
Pension	$4,821,906
Other Liabilities	$7,832,410
Deferred Income	$5,854,352
Accrued Long-Term Disability/Retirement	$17,749,742

Field	Value	IRS element (for citing)
Total Of Amounts	48857614	TotalOfAmounts
Footnote In Part XIII	X	FootnoteInPartXIII

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Part X	Part X : FIN48 Footnote	There are no material tax positions that the Foundation believes will significantly change within twelve months of December 21, 2012.Parts XI and XII:The Foundation's audited financial statements are prepared on a consolidated basis, so the reconciliations in Parts XI-XII are not required. The Foundation does not include as a functional expense on Form 990 pension-related costs under ASC 740 (formerly FAS 158) or changes in the value of split interest agreements, consistent with the treatment of these items on the Foundation's audited financial statements.
Part V, Line 4	Part V, Line 4: Intended uses of the endowment fund.	The Foundation's endowment consists of 158 individual funds established for a variety of purposes. The endowment includes both donor-restricted endowment funds and funds designated by the Board of Trustees to function as endowments. In accordance with the Foundation's Investment Policy, the Foundation appropriates for distribution each year six percent of its endowment fund's average fair market value over the prior 12 quarters. The annual withdrawal applies to permanent (donor-restricted) and quasi-endowment (management-designated) funds. Withdrawals from the unrestricted portion of the endowment fund may be made with the approval of the Foundation's Board of Trustees. Withdrawals from permanent (donor-restricted) endowment funds comply with the terms of the relevant gift agreement.
Part III, Line 4	Part III, Line 4: Description of organization's collections and how it furthers its purpose.	The Colonial Williamsburg collection includes some 60,000 examples of fine, decorative, and mechanical art from the 17th, 18th, and early 19th centuries. Many of these objects are used to accurately furnish more than thirty historic structures maintained by the foundation and opened to the public for educational purposes. The balance appear in rotating exhibitions at the foundation's Abby Aldrich Rockefeller Folk Art Museum and DeWitt Wallace Decorative Arts Museum. The institution also maintains a collection of some 5,000 architectural artifacts. Most are associated with the nearly ninety 18th- and early 19th-century structures that survive in Williamsburg's Historic Area. These materials, periodically exhibited to the public, inform our restoration and preservation decisions. Finally, Colonial Williamsburg holds approximately six million archaeological artifacts, most excavated in or near the Historic Area. These materials are widely studied by scholars in the United States and abroad. The artifacts are periodically featured in exhibitions.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	X	MailSolicitations
Email Solicitations	X	EmailSolicitations
Phone Solicitations	X	PhoneSolicitations
In Person Solicitations	X	InPersonSolicitations
Solicitation Of Non Govt Grants	X	SolicitationOfNonGovtGrants
Solicitation Of Govt Grants	X	SolicitationOfGovtGrants
Agreement Ref Fundraising	true	AgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation (5 entries)

Fundraiser Control Of FundsFundraiserControlOfFunds	Name Of IndividualNameOfIndividual	Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	ActivityActivity	Amount Retained By ContractorAmountRetainedByContractor	Gross ReceiptsGrossReceipts	Net To OrganizationNetToOrganization
(no name)
false
(no name)
false	F Roger Thaler	6409 Conservanc	Williamsbu	VA	23185	In person	50000
Donor Services
false		6715 Sunset Blv	Los Angele	CA	90028	Telemarketing	116370	226662	110292
Newport Creativ
false		33 Railroad Ave	Duxbury	MA	02332	Direct mail	460665	130845
Warfield & Wals
false		701 Prince St	Alexandria	VA	22314	Direct mail	1408909	2629226	1220317

Field	Value	IRS element (for citing)
Total Gross Receipts	2986733	TotalGrossReceipts
Total Retained By Contractors	2035944	TotalRetainedByContractors
Total Net To Organization	1330609	TotalNetToOrganization
Licensed States	WI	LicensedStates
Licensed States	WV	LicensedStates
Licensed States	WA	LicensedStates
Licensed States	VA	LicensedStates
Licensed States	UT	LicensedStates
Licensed States	TN	LicensedStates
Licensed States	SC	LicensedStates
Licensed States	RI	LicensedStates
Licensed States	PA	LicensedStates
Licensed States	OR	LicensedStates
Licensed States	OK	LicensedStates
Licensed States	OH	LicensedStates
Licensed States	ND	LicensedStates
Licensed States	NC	LicensedStates
Licensed States	NY	LicensedStates
Licensed States	NM	LicensedStates
Licensed States	NJ	LicensedStates
Licensed States	NH	LicensedStates
Licensed States	MS	LicensedStates
Licensed States	MN	LicensedStates
Licensed States	MI	LicensedStates
Licensed States	MA	LicensedStates
Licensed States	MD	LicensedStates
Licensed States	ME	LicensedStates
Licensed States	LA	LicensedStates
Licensed States	KY	LicensedStates
Licensed States	KS	LicensedStates
Licensed States	IL	LicensedStates
Licensed States	HI	LicensedStates
Licensed States	GA	LicensedStates
Licensed States	FL	LicensedStates
Licensed States	DC	LicensedStates
Licensed States	CT	LicensedStates
Licensed States	CO	LicensedStates
Licensed States	CA	LicensedStates
Licensed States	AR	LicensedStates
Licensed States	AZ	LicensedStates
Licensed States	AK	LicensedStates
Licensed States	AL	LicensedStates

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	true	RecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	Preservation Virginia	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	204 West Franklin Street	AddressLine1
City	Richmond	City
State	VA	State
ZIP Code	23220	ZIPCode

Field	Value	IRS element (for citing)
EIN Of Recipient	540568800	EINOfRecipient
IRC Section	501(c)(3)	IRCSection
Amount Of Cash Grant	1069222	AmountOfCashGrant
Amount Of Non Cash Assistance	0	AmountOfNonCashAssistance
Purpose Of Grant	Support Historic Jamestowne	PurposeOfGrant

Field	Value	IRS element (for citing)
Total Nbr Of501 C3 And Govt Grants	1	TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations	0	TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	Grantmaker's Description of How Grants are Used	Identifier
Explanation	Preservation Virginia provides monthly and quarterly interim financial reports, as well as year end audited financial statements to the Foundation. These reports are reveiwed by the Controller and the Vice President for Research and Historical Interpretation.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Travel For Companions	X	TravelForCompanions
Housing Allowance Or Residence	X	HousingAllowanceOrResidence
Club Dues Or Fees	X	ClubDuesOrFees
Written Policy Re T And E Expenses	true	WrittenPolicyReTAndEExpenses
Substantiation Required	true	SubstantiationRequired
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	true	SeverancePayment
Supplemental Nonqual Retire Plan	true	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException
Rebuttable Presumption Procedure	false	RebuttablePresumptionProcedure

Form990 Schedule J Part II Form990ScheduleJPartII (16 entries)

TitleTitle	Base Compensation Filing OrgBaseCompensationFilingOrg	Other Compensation Filing OrgOtherCompensationFilingOrg	Deferred Comp Filing OrgDeferredCompFilingOrg	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Total Compensation Filing OrgTotalCompensationFilingOrg	Bonus Filing OrgBonusFilingOrg
William E White
Vice President	169299	20801	57229	7975	255304
Ronald L Hurst
Vice President	209847	20518	50210	17986	298561
Robert B Taylor
Senior VP	395233	1969	43520	13050	453772
Michael D Rierson
Senior VP	370474		26241	56462	453177
Laura J Loda
Vice President	223809	21761	20138	17875	283583
Katherine Whitehead
Vice President		152402			152402
John S Bacon
Senior VP	296826	43808	28113	22085	390832
Jeffrey A Duncan
Controller	154930		17192	14918	187040
James P Horn
Vice President	219718	17311	33165	14873	285067
James L Easton
Vice President	165404			15298	180702
Gail M Waddell
General Counsel	213747	22500	25666	23363	285276
Douglas K Marty
Director	148185	12548	12155	20564	194452	1000
Denise Kellogg
Director	137576	14850	6524	925	159875
Danny McDaniel
Director	124262	16196	62584	11030	214072
Cynthia Williamson
Director	130748	16271	18979	14908	182406	1500
Colin G Campbell
President & CEO	581718	23908	6797	94289	706712

Form990 Schedule J Part III Form990ScheduleJPartIII

Field	Value	IRS element (for citing)
Identifier	Sch J, Part I, Line 1a	Identifier
Return Reference	Part I, Line 1a: Relevant information in regards to selections on 1a.	ReturnReference
Explanation	Travel for companions - The Foundation paid travel costs for Mr. Campbell's wife to visit donors and participte in activities in New York and Massachussets. She also hosted two Cultural Expeditions trips.Travel costs for spouses of members of the Board of Trustees are paid for attendance at Board meetings in Williamsburg.In 2012, the Foundation required the President and Senior Vice President of Development to live in houses in the Historic Area to better facilitate the performance of their duties, and the houses were provided free. Value of the housing is 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 the performance of their duties. The value of the membership is included on Schedule J as a nontaxable benefit.	Explanation

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)

Bond ReferenceBondReferenceCd	Issuer EINIssuerEIN	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer
Economic Development Auth
B	541696911	2012-09-01	5600000	Refunding bond for Series 1998	false	false
Economic Development Authority of the City of Williamsburg
A	541696911	2006-06-20	9600000	Acquire, construct, improve	false	false

Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)

Bond ReferenceBondReferenceCd	Total ProceedsTotalProceeds	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Capital ExpendituresCapitalExpenditures	Amount UnspentAmountUnspent
B	5600000	1991	true	false	true	true
A	9600000	2007	false	false	true	true	60117	9356573	186310

Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs
B	false	false	false	false	true
A	false	false	false	false	true

Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiled	Exception To RebateExceptionToRebate	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Gross Proceeds InvestedGrossProceedsInvested	Written Proc To Monitor ReqsWrittenProcToMonitorReqs
B	false	true	false	false	false	false
A	false	true	false	false	false	false

Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)

Bond ReferenceBondReferenceCd	Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction
B	true
A	true

Form990 Schedule K Part VI Form990ScheduleKPartVI

Field	Value	IRS element (for citing)
Identifier	Supplemental Information	Identifier
Return Reference	Part VI	ReturnReference
Explanation	Part IV, 2(b): Tax-exempt bond issue A is a bank-qualified, tax-exempt bond held by Bank of America. There was no investment of proceeds and no possibility of rebate.Part IV, 2(b): Tax-exempt bond issue B was a refunding. There was no investment of proceeds and no possibility of rebate.	Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (7 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
Colonial Williamsburg Company
Shares ofc/tru	33653810	Mgmt fee, lease, interest	false
Wells Fargo
Shares trustee	2157206	Interest, insurance	false
Dominion Resources
Shares trustee	1853733	Sale of utilities	false
AGL Resources
Shares trustee	631755	Sale of utilities	false
Resort Hotel Association
Shares ofcr/dir	494388	Sale of insurance	false
Hunton Williams
Shares trustee	483660	Legal services	false
Charles White
Family of ofcr	40309	Employment	false

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	66	NumberOfContributions
Noncash Contribs Rptd F990	148640	NoncashContribsRptdF990
Method Of Determining Revenues	Market	MethodOfDeterminingRevenues

Books And Publications BooksAndPublications

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Noncash Contribs Rptd F990	1040	NoncashContribsRptdF990
Method Of Determining Revenues	Market	MethodOfDeterminingRevenues

Cars And Other Vehicles CarsAndOtherVehicles

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	1	NumberOfContributions
Noncash Contribs Rptd F990	5000	NoncashContribsRptdF990
Method Of Determining Revenues	Market	MethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Number Of Contributions	96	NumberOfContributions
Noncash Contribs Rptd F990	7845332	NoncashContribsRptdF990
Method Of Determining Revenues	Market	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	true	ReviewProcessUnusualNCGifts
Third Parties Used	false	ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
Form 990, Part XI, Line 9	Other Changes In Net Assets Or Fund Balances - Other Decreases	Eliminate ASC 740 Adjustment = -$3762047
Form 990, Part XI, Line 9	Other Changes In Net Assets Or Fund Balances - Other Increases	Change in value of Split Interest Agreements = $1918211
Form 990, Part VI, Line 19	Form 990, Part VI, Line 19: Other Organization Documents Publicly Available	In compliance with federal and state disclosure requirements.
Form 990, Part VI, Line 15b	Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees	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 for 2012, 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 includes data from organizations similar to Colonial Williamsburg in mission and size. The review and approval process of the Human Resources Committee is documented in the minutes of the Committee's meeting.
Form 990, Part VI, Line 12c	Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts	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 of interest policy and sign a disclosure form annually. The Foundation's General Counsel reviews management's annual conflict of interest disclosure forms to assure that compensating controls are put in place to mitigate or eliminate any identified conflict.
Form 990, Part VI, Line 11b	Form 990, Part VI, Line 11b: Form 990 Review Process	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 Senior Vice President for Finance and Administration and the President. Prior to filing with the IRS, a copy of the Foundation's final Form 990 (including required schedules) is provided in paper or electronic form to each member of the Board of Trustees.
Form 990, Part III, Line 4d	Form 990, Part III, Line 4d: Other Program Services Description	OTHER PROGRAM SERVICES 4: Collections, Conservation and Museums-Colonial Williamsburg's wide-ranging collections, acquired over the past 78 years, provide the art, objects and artifacts necessary to accurately recreate the environment of 18th-century Williamsburg. See Federal Supplemental Information for further detail. OTHER PROGRAM SERVICES 5: Educational Outreach-Colonial Williamsburg's Productions, Publications, and Learning Ventures division presents the stories of "Becoming Americans" through Electronic Field Trips-interactive history lessons televised to classrooms nationally and internationally. These programs are transmitted to schools live, through satellite feeds with public television stations, cable operators, and directly to schools with satellite facilities and broadband Internet services including video streaming. The television programs offer early American historical dramas with opportunities for school children to speak directly with historical interpreters at Colonial Williamsburg. See Federal Supplemental Information for further details.
		Client Note 1 - Statement of Program Service AccomplishmentsForm 990, Part IIIMISSIONThe 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 help the future learn from the past 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 2012, over 653,000 ticketed guests were able to take part in its educational programs.The Foundations activities include historical research, preservation of artifacts and buildings, interpretation of exhibition buildings and historic trades, re-creation of historic events, publication of scholarly and popular works, production of educational DVDs and compact disc recordings, educational outreach--including teacher training, distance-learning programs, curriculum development, and Web sites- 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, DVDs and compact discs, 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 2012, more than 109,000 donors made gifts and grants to the Foundation. RESEARCH AND HISTORICAL INTEPRETATIONThe 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 88 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 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. The Governors Palace, the Capitol, and the Public Hospital are examples. The reconstructed Raleigh Tavern, which opened in September 1932, was the first fruit of the archaeological, architectural, and historical research that informed their duplication. In 2009, the Foundation opened Charltons Coffeehouse, a 1760s establishment that catered to Williamsburgs elite, that was rebuilt on its original foundations. This year, we open the James Anderson Blacksmith and Public Armoury site of 1776-1780, which includes a large blacksmith shop, forge, tinshop, kitchen, workshop, privy, and several storage buildings. 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.Several years ago the Foundation launched initiatives to encourage more interaction between guests and interpreters portraying people who took part in the founding 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. Revolutionary City, our daily dramatic portrayal of the Revolution and war, has been expanded to include programs on the streets and in the sites throughout the day. Actor interpreters portray a variety of residents of Williamsburg immediately prior to and during the American Revolution, including the gentry, politicians, military personnel, merchants, housewives, enslaved African Americans, and Indian peoples. Specialized tours are also available. Historical interpreters offer tours through the houses, taverns, and public buildings, such as the Governors Palace, Capitol, Powder Magazine, and other prominent sites. Over the past four years we have also developed a highly successful interactive game for families, RevQuest: Save the Revolution, which has proven very popular with our younger guests.In over twenty Historic Area trade sites, artisans practice trades with the tools and methods of the period. All are highly skilled, several in nearly extinct trades. They include makers of shoes, baskets, furniture, wigs, cloth, harnesses, musical instruments and smiths of silver, tin, and iron. There are printers, bookbinders, tailors, joiners, cabinet makers, carpenters, coopers, masons, milliners, shoemakers, wigmakers, tinsmiths, blacksmiths, silversmiths, weavers, rural trades, and wheelwrights. Work continues on the History and Citizenship curriculum that informs most aspects of programming and outreach now and in the future. The aim is to encourage guests to reflect on and participate in the public life of his or her community to safeguard the health of our democratic society and representative institutions. History and Citizenship is our fundamental orientation, and it embraces introductory tours, interpretive programming, our Web sites, and public outreach. In order to serve historical accuracy the Foundation supports a specialist research library that is open to the public. The John D. Rockefeller, Jr. Library houses over 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 history, architecture and archaeology, and the application of new technologies to web based services. Drawing from a collection of over 67,000 objects, Colonial Williamsburg furnishes, maintains, and interprets over 225 18th-century period rooms and craft shops. The Historic Area remains a residential community. Employees have the opportunity to rent houses and live in the Historic Area. The employees duties, representational role in the Foundation, and familiarity with sound conservation practices are some of the factors used in the assignment of a Historic Area Residence. During special events, employees may allow their homes to be open to the general public for tours. All Historic Area Residences are decorated for the Foundations annual Grand Illumination celebration. In 2012, employees rented fifty-seven homes.TAVERNS AND COLONIAL HOUSESColonial 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.PRODUCTSColonial Williamsburg develops a wide range of products based on items used in the 18th-century. Most products are either reproductions or an interpretation of household items, including furniture, china, jewelry, and food. Many items from Colonial Williamsburgs collection are reproduced or interpreted for the use and education of those who purchase them. Products are marketed through licensed manufacturers around the country and through retail shops, direct marketing, and wholesale operations in Williamsburg. The Foundation operates 21 shops in and surrounding the Historic Area.The shops support the Foundations educational story line, Buying Respectability, which describes 18th-century consumer revolution, the far-reaching transformation in peoples standards and styles of living that revolutionized trade, commerce, technology, and, ultimately, the way people lived at every level of society. Seeking respectability, many people craved fashionable wardrobes, a formal house, the latest table wares, and a variety of social refinements. Widespread possession of fashionable

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	Charltons Coffeehouse LLC	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	134 N Henry Street	AddressLine1
City	Williamsburg	City
State	VA	State
ZIP Code	23185	ZIPCode

Field	Value	IRS element (for citing)
Primary Activities	Property acquisition	PrimaryActivities
Legal Domicile State	VA	LegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	CWF	BusinessNameLine1

Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Predominant Income TypePredominantIncomeType	Share Of Total IncomeShareOfTotalIncome	Share Of EOY AssetsShareOfEOYAssets	Disproportionate AllocationsDisproportionateAllocations	General Or Managing PartnerGeneralOrManagingPartner	Percentage OwnershipPercentageOwnership
CWC SCP LLC
134 N Henry Street	Williamsburg	VA	23185	203638473	Rental real	VA	CWC	Unrelated	-2162	484	false	true	0.97000
CWC MT LLC
134 N Henry Street	Williamsburg	VA	23185	203575053	Rental real	VA	CWC	Unrelated	-19	-207	false	true	0.00010

Form990 Schedule R Part IV Form990ScheduleRPartIV (8 entries)

Address Line1AddressUS/AddressLine1	CityAddressUS/City	StateAddressUS/State	ZIP CodeAddressUS/ZIPCode	EINEIN	Primary ActivityPrimaryActivity	Legal Domicile StateLegalDomicileState	Business Name Line1DirectControllingEntityName/BusinessNameLine1	Type Of EntityTypeOfEntity	Share Of EOY AssetsShareOfEOYAssets	Percentage OwnershipPercentageOwnership	Controlled OrgControlledOrg	Share Of Total IncomeShareOfTotalIncome
Kathryn Mae Renner CRT
c/o MorganStanley 1225 Prospect St	La Jolla	CA	92037	516595638	Investments	CA	NA	Trust	250574	0.28250	false
Royce & Katherine Baker CRUT
c/o MorganStanley 1225 Prospect St	La Jolla	CA	92037	957029590	Investments	CA	NA	Trust	1824698	0.94800	false
James and Carolyn Millar CRUT
c/o UBS 3455 Peachtree Rd NE	Atlanta	GA	30326	132638166	Investments	GA	NA	Trust	505943	0.67030	false
Nancy B Spillane CRUT
c/o RBC Trust Co PO Box 15627	Wilmington	DE	19580	516505176	Investments	DE	NA	Trust	6101	0.08300	false
Coon Charitable Remainder Trust
c/o JP Morgan Chase 21 South Stree	Chicago	IL	60670	367145518	Investments	IL	NA	Trust	1479266	0.81820	false
Williamsburg Developments Inc
PO Box 1776	Williamsburg	VA	23185	541598949	Land development	VA	CWC	C corp	897549	1.00000	true	-92774
Colonial Williamsburg Child Development
PO Box 1776	Williamsburg	VA	23185	541549805	Rental	VA	CWF	C corp		1.00000	true
Colonial Williamsburg Company
PO Box 1776	Williamsburg	VA	23185	541254106	Hotel/Rest	VA	CWF	C corp	6487253	1.00000	true	-21107977

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	true	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	true	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	false	LoansOrGuaranteesFromOtherOrg
Dividends Related Organization	false	DividendsRelatedOrganization
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	true	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	true	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	true	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (12 entries)

Transaction TypeTransactionType	Amount InvolvedAmountInvolved	Method Of Amt DeterminationMethodOfAmtDetermination
Williamsburg Developments Inc
k	49285	FMV
Williamsburg Developments Inc
d	8181	FMV
Williamsburg Developments Inc
a	17368	FMV
Colonial Williamsburg Child Development
k	8942	FMV
Colonial Williamsburg Child Development
d	30992	FMV
Colonial Williamsburg Child Development
a	22050	FMV
Colonial Williamsburg Company
m	798443	FMV
Colonial Williamsburg Company
l	16513142	FMV
Colonial Williamsburg Company
k	5432754	FMV
Colonial Williamsburg Company
d	37001856	FMV
Colonial Williamsburg Company
a	10909471	FMV
CWC MT LLC
a	2281440	FMV