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Governance Register
US nonprofit · EIN 540505888 · Williamsburg, VAiSource and licenceOrganisation record IRS Exempt Organizations Business Master File (EIN 540505888) - NTEE activity code, address.Board and officers IRS Form 990 annual filings, Part VII (directors, trustees, officers, key employees), read year by year to observe time served.Latest return IRS Form 990 series e-file data - 990 for the year to 31 December 2024: assets, liabilities, staff, website, telephone, pay, related organisations (Schedule R).Finances by year IRS Form 990 e-file data - total revenue and total expenses by tax year.Renewal outlook Computed by Governance Register from the observed filing history and filed revenue. Not a statement that the organisation is recruiting.Deductibility IRS Publication 78 data (code PC), downloaded 18 October 2026.State registers Colorado Secretary of State (17 October 2026).Licence US Federal Government public domain.How we handle data

Colonial Williamsburg Foundation's network

25 people14 organisationsi25 people and 14 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (25). Violet dotted lines (15) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.

The board

25 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 25 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.
NameRole as filedSinceOn the board
Carly Fiorina ChairChair2018
8 yrs
Antonia HernandezTrustee2018
8 yrs
Catharine O'Neill BroderickTrustee2019
7 yrs
Clifford Fleet IIIPresident & CEO2020
6 yrs
Conrad M HallTrustee2018
8 yrs
Frank Batten JrTrustee2018
8 yrs
Geoff BennettTrustee2023
3 yrs
Gerald L ShaheenTrustee2018
8 yrs
Jeff TrammellTrustee2022
4 yrs
John A Luke JrTrustee2018
8 yrs
John C ThomasTrustee2023
3 yrs
Joseph W MontgomeryTrustee2018
8 yrs
Kendrick F Ashton Jr (also filed as Kendrick Ashton Jr)Trustee2018
8 yrs
Larry W Sonsini (also filed as Larry Sonsini)Trustee2022
4 yrs
Leslie A MillerTrustee2018
8 yrs
Mark A CoblitzTrustee2018
8 yrs
Neil M GorsuchTrustee2018
8 yrs
Sheldon M StoneTrustee2018
8 yrs
Steve NetzleyTrustee2022
4 yrs
Steven L MillerTrustee2019
7 yrs
Waldrido J MartinezTrustee2024
2 yrs
Walter EdgarTrustee2018
8 yrs
Walter S Robertson IIITrustee2020
6 yrs
William CaspersonTrustee2024
2 yrs
Y Ping Sun (also filed as Yping Sun)Trustee2018
8 yrs
Under 5 years5 to 6 years6 years or moreShow all 25 →

Officers and senior leadership

30 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.
NameTitle as filedOn the filings
Brian PartlowAsst Treasurer2024
Cara SissonDirector2018
Catherine WhittenburgVice Presidentsince 2020
Cifford Mustaafa DozierChro2022
Clifford Mustaafa DozierChrosince 2023
Dana TomlinCoSsince 2020
Davelin ForrestVice Presidentsince 2018
Diane BranchVice President2022
Don Moore IIDirector2018
Earl Granger IIICDOsince 2020
Elizabeth KellyVice Presidentsince 2020
Gary SandlingVice Presidentsince 2022
Ghislain d'HumeriesVice President2020
Ghislain d'HumieresVice Presidentsince 2018
Hazel WongGeneral Counselsince 2020
Henry LaiVice Presidentsince 2018
Jacquelyn FerreeCFOO& Treasurer2024
Jeffrey DuncanVice Presidentsince 2018
John K CrossettDirector2018
Kevin PatrickVice Presidentsince 2018
Marianne NagawieckiVice President2024
Mark HilemanVice Presidentsince 2018
Mia NagawieckiVice Presidentsince 2022
Mitchell B ReissPresident & CEO2020
Paul ScottVice Presidentsince 2018
Robert UnderwoodVice Presidentsince 2018
Ronald HurstVice Presidentsince 2018
Samuel RuckerVice Presidentsince 2018
Sani SilvennoinenCDOsince 2023
Shaun ColemanVice Presidentsince 2020

Pay and hours

year to 31 December 2024iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.
NameTitle as filedHours a weekPay from the organisationRelated organisationsOther
Clifford Fleet IIIPresident & CEO65$749k$52k
Kevin PatrickCFO & Treasurer50$492k$32k
Hazel WongCLC & Secretary50$417k$60k
Ronald HurstCMO50$387k$30k
Elizabeth KellyVice President50$333k$71k
Robert UnderwoodVice President50$323k$147k
Samuel RuckerVice President50$317k$110k
Marianne NagawieckiVice President50$312k$50k
Sani SilvennoinenCDO50$307k$55k
Henry LaiTreasurer50$296k$70k
Dana TomlinChief of Staff50$290k$55k
Gary SandlingVice President50$261k$66k
Clifford Mustaafa DozierChro50$250k$20k
Brian PartlowAsst Treasurer50$169k$41k
Jacquelyn FerreeCFOO& Treasurer50$120k$8k
Mark HilemanGeneral Counsel0$24k
Carly FiorinaChair4$0
Kendrick F Ashton JrTrustee2$0
Frank Batten JrTrustee2$0
Geoff BennettTrustee2$0
Catharine O'Neill BroderickTrustee2$0
William CaspersonTrustee2$0
Mark A CoblitzTrustee2$0
Walter EdgarTrustee2$0
Neil M GorsuchTrustee2$0
Conrad M HallTrustee2$0
Antonia HernandezTrustee2$0
John A Luke JrTrustee2$0
Waldrido J MartinezTrustee2$0
Leslie A MillerTrustee2$0
Steven L MillerTrustee2$0
Joseph W MontgomeryTrustee2$0
Steve NetzleyTrustee2$0
Walter S Robertson IIITrustee2$0
Gerald L ShaheenTrustee2$0
Larry W SonsiniTrustee2$0
Sheldon M StoneTrustee2$0
Y Ping SunTrustee2$0
John C ThomasTrustee2$0
Jeff TrammellTrustee2$0

Colorado roster

33 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20253035042). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.
NameTitle as filed
Walter Robertson IIITrustee
Alex WallaceTrustee
Carly FiorinaChair
John ThomasTrustee
Neil GorsuchTrustee
Jacquelyn Ferree
Y. Ping SunTrustee
Sani SilvenoinnenChief Development Officer
Clifford FleetPresident & CEO
Hazel WongGeneral Counsel
Leslie MillerTrustee
Walfrido MartinezTrustee
Walter EdgarTrustee
Antonia HernandezTrustee
Mark CoblitzTrustee
Steven MillerTrustee
Brian PartlowAssistant Treasurer
William CaspersonTrustee
Conrad HallTrustee
Steve NetzleyTrustee
Joseph MontgomeryTrustee
Geoff BennettTrustee
Jeff TrammellTrustee
Jacquelyn FerreeChief Financial & Operations Officer
Kendrick Ashton, Jr.Trustee
Larry SonsiniTrustee
Sheldon StoneTrustee
Catharine BroderickTrustee
Cliff FleetPresident and CEO
Ronald L HurstVice President
Frank Batten Jr.Trustee
Gerald ShaheenTrustee
John A. Luke, Jr.Trustee

About

Legal name
Colonial Williamsburg Foundation
EIN
540505888
Address
301 First St, Williamsburg, VA, 23185-4306
State
Virginia
Mission
(as filed on the Form 990)
Activity (NTEE)
A800 Arts, culture and humanities
IRS classification
501(c)03 (tax-exempt under section 501(c)(3) where shown)
Classified purpose
Arts, Culture & Humanities
Size band
9 (IRS master file code)
Formed
1928
Principal officer
Jacquelyn Ferree (as named on the Form 990)
IRS ruling date
1 April 1938
Status
Code 01 (unconditional exemption)
Form 990 filings on record
6, latest 2024
IRS Publication 78
PC (contributions deductible)

Most connected

Longest observed on the filings

≥8years on the filingsCarly Fiorina
≥8years on the filingsAntonia Hernandez
≥8years on the filingsConrad M Hall
≥8years on the filingsFrank Batten Jr

Latest return

year to 31 December 2024iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2024. US dollars, as filed.
Total assets
$1.71bn
Total liabilities
$398.9m
Net assets or fund balances
$1.31bn
Contributions and grants received
$52.1m
Program service revenue
$32.7m
Employees
1,178
Volunteers
660

Filed finances

1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.
Tax yearTotal revenueTotal expensesSurplus or deficit
2024$149.4m$120.1m$29.3m

As filed on the IRS Form 990. US dollars.

State registration

1 entityiBusiness-entity registers published by US states. These records are matched to this organisation by name and state, not by EIN, and are labelled as likely matches. Street addresses are not shown.
The Colonial Williamsburg Foundation likely matchiMatched by exact name and state (and ZIP where shown). State registers do not publish EINs, so this is not a confirmed match. Source: Colorado Secretary of State (CDOS), business entities (data.colorado.gov 4ykn-tg5h). Licence: public domain. Data last fetched 18 October 2026.
State
Colorado
Entity type
corporation
Status
Good Standing
Formed
23 November 2009
Registered agent
C T Corporation System (city and state not held)

This register does not publish officers or directors.