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COLONIAL WILLIAMSBURG FOUNDATION

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Public IRS 990 nonprofit record

COLONIAL WILLIAMSBURG FOUNDATION

EIN 54-0505888 · Arts, Culture & Humanities (A800)

What they do

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 Related Educational Activities.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $71.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders41 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

57.78%of revenue went to mission work71.9% of expenses · Program services
5.85%of revenue went to fundraising7.3% of expenses
$80.38spent for every $100 of revenueRevenue covered expenses this year.
16.76%of revenue went to management and office costs20.8% of expenses
$14.24in assets for every $1 spent this yearSome assets cannot be spent right away.
34.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $800,881 for CLIFFORD FLEET III (PRESIDENT & CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$149,379,664
Mission workProgram services$86,307,99557.78% of revenue71.9% of expenses
ManagementOffice and general costs$25,033,59316.76% of revenue20.8% of expenses
FundraisingAsking for donations$8,731,5035.85% of revenue7.3% of expenses
Revenue left after expensesReported annual surplus$29,306,57319.62% of revenueShown in gray on the chart
Total expenses$120,073,09180.38% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2024CurrentExpense mix: 71.9% mission · 20.8% management · 7.3% fundraisingTotal expenses: 80.38% of revenue
2023Expense mix: 71.1% mission · 21.1% management · 7.8% fundraisingTotal expenses: 96.55% of revenue
2022Expense mix: 72.1% mission · 21.3% management · 6.6% fundraisingTotal expenses: 98.90% of revenue
2021Expense mix: 67.3% mission · 25.4% management · 7.3% fundraisingTotal expenses: 67.78% of revenue
2020Expense mix: 67.8% mission · 25.4% management · 6.8% fundraisingTotal expenses: 54.18% of revenue
2019Expense mix: 71.4% mission · 22.5% management · 6.1% fundraisingTotal expenses: 58.99% of revenue
2018Expense mix: 70.2% mission · 22.6% management · 7.2% fundraisingTotal expenses: 82.83% of revenue
2017Expense mix: 76.0% mission · 16.9% management · 7.2% fundraisingTotal expenses: 103.67% of revenue

Money in and money out

Revenue$149,379,664
Expenses$120,073,091
Annual surplus $29,306,573 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$86,307,995 · 71.9% of expenses
Management and office costs$25,033,593 · 20.8% of expenses
Fundraising$8,731,503 · 7.3% of expenses
See all reported dollar amounts
Revenue$149,379,664
Expenses$120,073,091
Assets$1,709,258,565
Income$574,498,294
Contributions$52,134,149
Mission work (program services)$86,307,995
Fundraising$8,731,503
Grants given$47,500
Average grant$15,833
Management and general$25,033,593
Executive compensation (total)$4,197,858
Stocks and bonds$184,987,639
Accounting fees$210,744
Investing fees$3,139,637
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
CLIFFORD FLEET IIIPRESIDENT & CEO · 65 hrs/week $800,881Base $748,550 · Other $52,331
KEVIN PATRICKCFO & TREASURER · 50 hrs/week $523,998Base $491,764 · Other $32,234
HAZEL WONGCLC & SECRETARY · 50 hrs/week $476,671Base $416,864 · Other $59,807
ROBERT UNDERWOODVICE PRESIDENT · 50 hrs/week $470,718Base $323,479 · Other $147,239
SAMUEL RUCKERVICE PRESIDENT · 50 hrs/week $426,203Base $316,664 · Other $109,539
RONALD HURSTCMO · 50 hrs/week $416,918Base $386,599 · Other $30,319
ELIZABETH KELLYVICE PRESIDENT · 50 hrs/week $404,019Base $332,641 · Other $71,378
HENRY LAITREASURER · 50 hrs/week $366,013Base $295,557 · Other $70,456
MARIANNE NAGAWIECKIVICE PRESIDENT · 50 hrs/week $361,926Base $312,113 · Other $49,813
SANI SILVENNOINENCDO · 50 hrs/week $361,884Base $306,870 · Other $55,014
DANA TOMLINCHIEF OF STAFF · 50 hrs/week $345,547Base $290,092 · Other $55,455
GARY SANDLINGVICE PRESIDENT · 50 hrs/week $326,410Base $260,790 · Other $65,620

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (41)

CLIFFORD FLEET IIIPRESIDENT & CEO

KEVIN PATRICKCFO & TREASURER

HAZEL WONGCLC & SECRETARY

ROBERT UNDERWOODVICE PRESIDENT

SAMUEL RUCKERVICE PRESIDENT

RONALD HURSTCMO

ELIZABETH KELLYVICE PRESIDENT

HENRY LAITREASURER

MARIANNE NAGAWIECKIVICE PRESIDENT

SANI SILVENNOINENCDO

DANA TOMLINCHIEF OF STAFF

GARY SANDLINGVICE PRESIDENT

CLIFFORD MUSTAAFA DOZIERCHRO

BRIAN PARTLOWASST TREASURER

JACQUELYN FERREECFOO& TREASURER

MARK HILEMANGENERAL COUNSEL

NEIL M GORSUCHTRUSTEE

MARK A COBLITZTRUSTEE

STEVE NETZLEYTRUSTEE

SHELDON M STONETRUSTEE

JOSEPH W MONTGOMERYTRUSTEE

STEVEN L MILLERTRUSTEE

WALDRIDO J MARTINEZTRUSTEE

WALTER EDGARTRUSTEE

WALTER S ROBERTSON IIITRUSTEE

WILLIAM CASPERSONTRUSTEE

Y PING SUNTRUSTEE

LESLIE A MILLERTRUSTEE

LARRY W SONSINITRUSTEE

KENDRICK F ASHTON JRTRUSTEE

ALEX WALLACETRUSTEE

JOHN C THOMASTRUSTEE

JOHN A LUKE JRTRUSTEE

JEFF TRAMMELLTRUSTEE

GERALD L SHAHEENTRUSTEE

GEOFF BENNETTTRUSTEE

FRANK BATTEN JRTRUSTEE

CONRAD M HALLTRUSTEE

CATHARINE ONEILL BRODERICKTRUSTEE

CARLY FIORINACHAIR

ANTONIA HERNANDEZTRUSTEE

About this charity

Recognized since
January 1938
Location
PO BOX 1776, WILLIAMSBURG, VA 23187-1776
County
Williamsburg (city)
In care of
% PAYROLL DEPARTMENT
Primary officer
Jacquelyn Ferree, CFOO

How to reach them

WebsiteVisit the charity’s website EmailEEDWARDS2@CWF.ORG Phone(757) 229-1000

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990
Tax preparer
COLONIAL WILLIAMSBURG FOUNDATION
NTEE classification
Arts, Culture & Humanities (A800)
IRS tax category
Historical Sites
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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