JAMESTOWN YORKTOWN FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JAMESTOWN YORKTOWN FOUNDATION INC (EIN 31-1618642)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-03-31
- IRS object ID
- 202500909349300950
- Schema version
- 2023v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-31T08:38:44-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541631262 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITER STEPHENS HURST GARY & SHREAVES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4401 DOMINION BLVD | AddressLine1Txt |
| City | GLEN ALLEN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23060 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311618642 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMESTOWN-YORKTOWN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 7572537216 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3605 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23187 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTY S COLEMAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7572537216 | PhoneNum |
| Signature | 2025-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAYME MIKA | PreparerPersonNm |
| PTIN | P00852731 | PTIN |
| Phone | 8047470000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CHRISTY S COLEMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3605 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,567,705 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JYFMUSEUMS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | THE JAMESTOWN-YORKTOWN FOUNDATION, INC (THE ORGANIZATION) IS A NON-PROFIT, 501(C)(3) CORPORATION ORGANIZED FOR CHARITABLE AND EDUCATIONAL PURPOSES IN SUPPORT OF THE PROGRAMS OF THE JAMESTOWN-YORKTOWN FOUNDATION AND ITS MUSEUMS, JAMESTOWN SETTLEMENT AND AMERICAN REVOLUTION MUSEUM. THE ORGANIZATION DIRECTS FUNDRAISING FOR PRIVATE GIFTS, MANAGES THE ENDOWMENT AND ASSISTS WITH THE ACQUISITION OF ARTIFACTS FOR THE COLLECTION OF THE JAMESTOWN SETTLEMENT MUSEUM AND THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN. THE ORGANIZATION RECEIVES CHARITABLE GIFTS AND DONATIONS FOR THE BENEFIT OF THE FOUNDATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,645,455 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,579,020 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,878 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,972 | CYProgramServiceRevenueAmt |
| PY Investment Income | $666,857 | PYInvestmentIncomeAmt |
| CY Investment Income | $634,260 | CYInvestmentIncomeAmt |
| PY Other Revenue | $44,985 | PYOtherRevenueAmt |
| CY Other Revenue | $29,588 | CYOtherRevenueAmt |
| PY Total Revenue | $4,374,175 | PYTotalRevenueAmt |
| CY Total Revenue | $2,254,840 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $368,482 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $480,663 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $479,564 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,270,596 | PYOtherExpensesAmt |
| CY Other Expenses | $2,311,913 | CYOtherExpensesAmt |
| PY Total Expenses | $2,639,078 | PYTotalExpensesAmt |
| CY Total Expenses | $2,792,576 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,735,097 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$537,736 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,460,344 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,032,949 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,641,504 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,266,044 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,818,840 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,766,905 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE JAMESTOWN-YORKTOWN FOUNDATION, INC. IS A NONPROFIT 501(C)(3) ORGANIZATION THAT PURSUES PRIVATE FUNDS TO STRENGTHEN AND MAINTAIN MUSEUM PROGRAMS AND SERVICES, ASSISTS WITH THE DEVELOPMENT OF THE MUSEUM COLLECTION, AND OVERSEES THE ENDOWMENT. THE JAMESTOWN-YORKTOWN FOUNDATION, AN EDUCATIONAL INSTITUTION OF THE COMMONWEALTH OF VIRGINIA, SHALL FOSTER THROUGH ITS LIVING-HISTORY MUSEUMS - JAMESTOWN SETTLEMENT AND AMERICAN REVOLUTION MUSEUM - AN AWARENESS AND UNDERSTANDING OF THE EARLY HISTORY, SETTLEMENT AND DEVELOPMENT OF THE UNITED STATES THROUGH THE CONVERGENCE OF AMERICAN INDIAN, EUROPEAN AND AFRICAN CULTURES AND THE ENDURING LEGACIES BEQUEATHED TO THE NATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,468,247 | ExpenseAmt |
| Grant | $344,923 | GrantAmt |
| Desc | VISITOR EXPERIENCE - JAMESTOWN YORKTOWN FOUNDATION'S MUSEUMS - JAMESTOWN SETTLEMENT AND THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN - WELCOMED 453,103 PAID VISITORS IN FISCAL YEAR 2024. IN ADDITION TO PARTIAL OPERATING SUPPORT FROM THE COMMONWEALTH OF VIRGINIA AND EARNED INCOME THROUGH MUSEUM ADMISSION, RETAIL, AND CONCESSIONS, FUNDRAISING TOTALING $1.9 MILLION SUPPORTED JYF'S ABILITY TO ENGAGE VISITORS FROM ACROSS THE NATION IN 17TH AND 18TH-CENTURY VIRGINIA AND AMERICAN HISTORY THROUGH LIVING-HISTORY AREAS, PERMANENT GALLERIES, SPECIAL EXHIBITIONS, AND ANNUAL AND SPECIAL PROGRAMS.THE SPECIAL EXHIBITION "RUTH E. CARTER: AFROFUTURISM IN COSTUME DESIGN" WELCOMED NEW AND DIVERSE AUDIENCES TO JAMESTOWN SETTLEMENT, RAISING THE PROFILE OF JYF MUSEUMS AND PROGRAMMING. ON DISPLAY AT JAMESTOWN SETTLEMENT MAY 11, 2024, THROUGH JANUARY 5, 2025, THIS INNOVATIVE SPECIAL EXHIBITION SHOWCASED THE WORK OF TWO-TIME ACADEMY AWARD-WINNING COSTUME DESIGNER RUTH E. CARTER, WHO USES EXTENSIVE HISTORICAL RESEARCH IN HER FILMS, INCLUDING "AMISTAD," "MALCOM X," "SELMA, AND MARVEL'S "BLACK PANTHER" FILM SERIES. IN JUNE 2024, JYF'S SUSAN CONSTANT, A RE-CREATION OF ONE OF THE ORIGINAL THREE SHIPS THAT BROUGHT ENGLISH COLONISTS TO JAMESTOWN IN 1607 AND DESIGNATED THE FLAGSHIP OF THE OFFICIAL FLEET OF THE COMMONWEALTH OF VIRGINIA IN 2001, TRAVELED TO MYSTIC SEAPORT MUSEUM IN CONNECTICUT FOR A MULTIYEAR RESTORATION, ENSURING ITS ABILITY TO CONTINUE EDUCATING STUDENTS AND VISITORS AS A "FLOATING CLASSROOM" FOR MANY YEARS TO COME WHEN IT RETURNS IN 2026. CURATORIAL AND EDUCATION STAFF DESIGNED AND IMPLEMENTED PROGRAMMING FOR THE PIER AREA TO CONTINUE EDUCATING STUDENTS AND VISITORS IN THE SUSAN CONSTANT'S ABSENCE. JYF'S BOARD OF DIRECTORS APPROVED PLANS FOR A NEW DIGITAL MEDIA STUDIO FOLLOWING A FEASIBILITY STUDY COMPLETED IN FEBRUARY 2024. THIS NEW DIGITAL MEDIA STUDIO WILL ENHANCE THE DIGITAL MEDIA SERVICES TEAM'S ABILITY TO PROVIDE CUTTING-EDGE GALLERY INTERACTIVES, 4D FILMS, MOBILE APPS, ONLINE EXPERIENCES, AND VIRTUAL PROGRAMMING.THE FOUNDATION GENERATED SUPPORT FOR A SPECIAL EXHIBITION, "PATRONS AND PATRIOTS: THE LEGACY OF NICK AND MARY MATHEWS," CELEBRATING THE LIVES AND PHILANTHROPY OF NICK AND MARY MATHEWS, BELOVED YORKTOWN RESTAURANTEURS WHO DONATED THE LAND FOR THE YORKTOWN VICTORY CENTER, NOW THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN. THE FOUNDATION ALSO CONTINUED TO SECURE SUPPORT FOR TWO UPCOMING SPECIAL EXHIBITIONS COMMEMORATING THE 250TH ANNIVERSARY OF THE DECLARATION OF INDEPENDENCE, "GIVE ME LIBERTY," THE SIGNATURE EXHIBITION OF VA250, AND "FRESH VIEWS OF THE AMERICAN REVOLUTION," A SPECIAL EXHIBITION SHOWCASING ART FROM THE 1976 BICENTENNIAL AND ENCOURAGING VISITORS, STUDENTS, AND THE COMMUNITY TO EXPLORE EVOLVING PERSPECTIVES ON THE LEGACIES OF THE AMERICAN REVOLUTION. JYF CONTINUED TO HOLD LONG-STANDING ANNUAL PROGRAMS, WITH MILITARY THROUGH THE AGES CELEBRATING ITS 40TH ANNIVERSARY, AND GROW RECENTLY CREATED EVENTS, WITH THE BLACK ARTIST SHOWCASE EXPANDING TO A MONTH-LONG EXHIBITION. THESE PROGRAMS ALLOW JYF TO CONNECT WITH LOCAL PERFORMERS, ARTISTS, AND HISTORIANS AND FOSTER KEY MUNICIPAL AND STATE PARTNERSHIPS. ANNUAL PROGRAMS HELD THROUGHOUT THE YEAR AT BOTH MUSEUMS INCLUDE: LIBERTY CELEBRATION, AN INDEPENDENCE DAY CELEBRATION; FIRST AFRICANS COMMEMORATION, WHICH HONORS THE LEGACY OF THE FIRST RECORDED AFRICANS BROUGHT TO VIRGINIA IN 1619; YORKTOWN VICTORY CELEBRATION, WHICH COMMEMORATES THE SIEGE OF YORKTOWN; FAMILY FRIGHTS, A FAMILY-FRIENDLY HALLOWEEN EVENT; FOODS & FEASTS OF COLONIAL VIRGINIA, WHICH EDUCATES VISITORS ABOUT CULINARY PRACTICES AND COOKING TECHNIQUES IN EARLY VIRGINIA; CHRISTMASTIDE IN VIRGINIA; AFTER ANGELO, A CELEBRATION OF AFRICAN AMERICAN CULTURE AND HERITAGE NAMED FOR ONE OF THE FIRST RECORDED AFRICAN WOMEN AT JAMESTOWN; THE BLACK ARTIST SHOWCASE, AN ANNUAL SHOWCASE OF VIRGINIA ARTISTS DURING BLACK HISTORY MONTH; MILITARY THROUGH THE AGES, AN ANNUAL GATHERING OF MILITARY RE-ENACTORS FROM ANCIENT TO MODERN HISTORY; INDIGENOUS ARTS DAY, A CELEBRATION OF FEATURING INDIGENOUS ARTISTS, CRAFTSPEOPLE, MUSICIANS, AND DANCERS; JAMESTOWN DAY, MARKING THE ANNIVERSARY OF THE FOUNDING OF JAMESTOWN; JUNETEENTH; AND CIVIC SEASON, A PERIOD BETWEEN JUNETEENTH AND INDEPENDENCE DAY THAT PROMOTES CIVIC ENGAGEMENT. THROUGHOUT THE YEAR, JYF HOSTS THE TALKING HISTORY SERIES AND DIRECTOR'S SERIES, WHICH INVITE A RANGE OF SCHOLARS, ARTISTS, INTERPRETERS, AND OTHER EXPERTS TO SHARE THEIR WORK WITH THE PUBLIC. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $145,895 | ExpenseAmt |
| Grant | $135,740 | GrantAmt |
| Desc | EDUCATIONAL PROGRAMS - JYF CONTINUED TO CARRY OUT ITS MISSION AS THE LARGEST PROVIDER OF MUSEUM EDUCATION PROGRAMS IN THE COMMONWEALTH, PROVIDING ONSITE, IN-PERSON OUTREACH, AND VIRTUAL OUTREACH EDUCATION TO NEARLY EVERY CITY AND COUNTY IN VIRGINIA. IN FY24, JYF EDUCATED 211,431 STUDENTS, A 6% INCREASE OVER THE PREVIOUS YEAR, INCLUDING 9,169 UNDER-RESOURCED STUDENTS FROM 41 TITLE I SCHOOL DISTRICTS IN VIRGINIA, A 33% INCREASE OVER THE PREVIOUS YEAR. TEACHER PROFESSIONAL DEVELOPMENT ALSO HAD AN EXTENSIVE REACH IN FY24, WITH 317 TEACHERS FROM 58 VIRGINIA SCHOOL DISTRICTS PARTICIPATING IN VIRTUAL PROFESSIONAL DEVELOPMENT WORKSHOPS, A 67% INCREASE OVER THE PREVIOUS YEAR. THE SUMMER TEACHER INSTITUTE, WHICH HELD ITS INAUGURAL SESSION FOR MIDDLE AND HIGH SCHOOL TEACHERS, WELCOMED 33 TEACHERS FROM 20 VIRGINIA SCHOOL DISTRICTS. AS AN EDUCATIONAL AGENCY OF THE COMMONWEALTH OF VIRGINIA, ALL JYF EDUCATION PROGRAMS AND TEACHER PROFESSIONAL DEVELOPMENT ARE ROOTED IN THE VIRGINIA STANDARDS OF LEARNING FOR HISTORY AND SOCIAL SCIENCE (SOL). JYF CONTINUES TO CULTIVATE LOCAL AND REGIONAL PARTNERSHIPS IN SUPPORTING THESE PROGRAMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $49,969 | ExpenseAmt |
| Desc | COLLECTIONS - THE FOUNDATION COLLECTION IS COMPRISED OF APPROXIMATELY 210,877 ARCHAEOLOGICAL AND NON-ARCHEOLOGICAL ARTIFACTS RELATING TO HISTORICAL THEMES AT THE MUSEUMS, INCLUDING 17TH- AND 18TH-CENTURY PORTRAITS, DOCUMENTS, FURNISHINGS, TOYS, CEREMONIAL AND DECORATIVE OBJECTS, TOOLS AND IMPLEMENTS, WEAPONRY, MILITARY EQUIPMENT, NAUTICAL OBJECTS, CLOTHING, PERSONAL EFFECTS AND HOUSEHOLD OBJECTS. THE FOUNDATION CONTINUES TO BUILD ITS COLLECTION BY ACQUIRING ARTIFACTS TO EXHIBIT AT BOTH MUSEUMS TO SUPPORT ITS EDUCATIONAL MISSION. THE FOUNDATION'S COLLECTIONS POLICY REFLECTS AN EMPHASIS ON PUBLIC EDUCATION AND EXHIBITION BY ACQUIRING OBJECTS THAT ARE CENTRAL TO A DYNAMIC EXHIBITS PROGRAM. PERIOD ARTIFACTS ADD ANOTHER DIMENSION TO THE FULFILLMENT OF THE AGENCY'S EDUCATIONAL MISSION, ALLOWING HISTORICAL THEMES AND EDUCATIONAL PROGRAMS TO BE MORE EFFECTIVELY ILLUSTRATED. ALL ARTIFACTS IN OUR COLLECTION ARE GIVEN A HIGH STANDARD OF CARE. OUR CONSERVATION FACILITIES GIVE US THE CAPACITY TO CARRY OUT THE FULL RANGE OF COLLECTION CARE THAT IS EXPECTED AND REQUIRED OF A FULLY ACCREDITED INSTITUTION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL FUND - IN FISCAL YEAR 2024, THE ANNUAL FUND RAISED $868,769 FROM 1,700 DONORS. GIFTS TO THE ANNUAL FUND PROVIDE UNRESTRICTED SUPPORT THAT SUSTAINS THE FOUNDATION'S MUSEUMS AND PROGRAMMING, INCLUDING ARTIFACT ACQUISITIONS AND COLLECTIONS CARE; LIVING-HISTORY INTERPRETATION; PUBLIC PROGRAMS AND EVENTS; EDUCATION PROGRAMMING FOR K-12 STUDENTS; VOLUNTEER RECRUITMENT AND RETENTION; AND MARITIME EDUCATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,664,111 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7572537216 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3605 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| TERRY E HALL | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MRS TJ CARDWELL | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARI ANN BANKS | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALEXIS N SWANN | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CAROLYN S ABBITT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BENTLEY R ANDREWS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAWRENCE BERNERT III | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DONNA P CHAPMAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HELEN ZADARLIK COUSINS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL T HARRISON SR | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM J LONGAN JR | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS K NORMENT JR | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRED W PALMORE III | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS H TULLIDGE JR | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ADRIA VANHOOZIER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KARIN A WULF | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANCES C BRADFORD | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTY S COLEMAN | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,579,020 | AllOtherContributionsAmt |
| Noncash Contributions | $25,469 | NoncashContributionsAmt |
| Total Contributions | $1,579,020 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM REVENUES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $11,972 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,972 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,972 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $691,847 | TotalRevenueColumnAmt |
| Exclusion | $691,847 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,255,278 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,312,865 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$57,587 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$57,587 | TotalRevenueColumnAmt |
| Exclusion | -$57,587 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $29,588 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,588 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $29,588 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,254,840 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,560 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $634,260 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $480,663 | TotalAmt |
| Program Services | $480,663 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,750 | TotalAmt |
| Management And General | $20,750 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,565 | TotalAmt |
| Management And General | $90,565 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $808,988 | TotalAmt |
| Program Services | $98,844 | ProgramServicesAmt |
| Management And General | $396,797 | ManagementAndGeneralAmt |
| Fundraising | $313,347 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,411 | TotalAmt |
| Program Services | $7,787 | ProgramServicesAmt |
| Management And General | $51,917 | ManagementAndGeneralAmt |
| Fundraising | $20,707 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,868 | TotalAmt |
| Management And General | $11,329 | ManagementAndGeneralAmt |
| Fundraising | $539 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,937 | TotalAmt |
| Management And General | $15,937 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| EVENTS AND EXHIBIT EXPE | $965,974 | $965,974 | ||
| FUNDRAISING | $105,625 | $105,625 | ||
| OTHER EXPENSES | $95,324 | $27,162 | $39,346 | $28,816 |
| CONTRACT SERVICES | $43,834 | $43,834 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,637 | TotalAmt |
| Program Services | $39,847 | ProgramServicesAmt |
| Management And General | $32,790 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,792,576 | TotalAmt |
| Program Services | $1,664,111 | ProgramServicesAmt |
| Management And General | $648,901 | ManagementAndGeneralAmt |
| Fundraising | $479,564 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,726,622 | BOYAmt |
| EOY | $3,888,310 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,044 | BOYAmt |
| EOY | $52,386 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,200 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,610,478 | BOYAmt |
| EOY | $24,092,253 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,460,344 | BOYAmt |
| EOY | $28,032,949 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,641,504 | BOYAmt |
| EOY | $1,266,044 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,641,504 | BOYAmt |
| EOY | $1,266,044 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,392,552 | BOYAmt |
| EOY | $16,072,785 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,426,288 | BOYAmt |
| EOY | $10,694,120 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,818,840 | BOYAmt |
| EOY | $26,766,905 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,460,344 | BOYAmt |
| EOY | $28,032,949 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$537,736 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,485,801 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,136,174 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,460,127 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,517,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,645,455 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,579,020 | CurrentTaxYearAmt |
| Total | $10,338,731 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,136,174 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,460,127 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,517,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,645,455 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,579,020 | CurrentTaxYearAmt |
| Total | $10,338,731 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,683,157 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,655,574 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $287,990 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $566,661 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $729,703 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $691,847 | CurrentTaxYearAmt |
| Total | $2,276,201 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $24,700 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,565 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,985 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,588 | CurrentTaxYearAmt |
| Total | $130,838 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,745,770 | TotalSupportAmt |
| Public Support CY170 | 0.60060 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59610 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,410,909 | BeginningYearBalanceAmt |
| Contributions | $27,072 | ContributionsAmt |
| Investment Earnings Or Losses | $3,029,496 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $684,383 | OtherExpendituresAmt |
| End Year Balance | $20,783,094 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,012,167 | BeginningYearBalanceAmt |
| Contributions | $102,607 | ContributionsAmt |
| Investment Earnings Or Losses | $1,990,828 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $694,693 | OtherExpendituresAmt |
| End Year Balance | $18,410,909 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,308,616 | BeginningYearBalanceAmt |
| Contributions | $28,288 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,732,629 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $592,108 | OtherExpendituresAmt |
| End Year Balance | $17,012,167 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,545,532 | BeginningYearBalanceAmt |
| Contributions | $400,131 | ContributionsAmt |
| Investment Earnings Or Losses | $4,742,008 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $379,055 | OtherExpendituresAmt |
| End Year Balance | $20,308,616 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,402,637 | BeginningYearBalanceAmt |
| Contributions | $578,998 | ContributionsAmt |
| Investment Earnings Or Losses | $1,024,870 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $460,973 | OtherExpendituresAmt |
| End Year Balance | $15,545,532 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.60880 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.39120 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MUTUAL FUNDS | $20,372,029 | F |
| FIXED INCOME | $2,891,623 | F |
| COMMON STOCK | $828,601 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $24,092,253 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,651,999 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,485,801 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,923 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $2,487,724 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,164,275 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $90,565 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $90,565 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,254,840 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,703,934 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,923 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $1,923 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,702,011 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $90,565 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $90,565 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,792,576 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE FOUNDATION HAS ELECTED NOT TO INCLUDE COLLECTIONS OF ART AND HISTORICAL TREASURES IN THE FINANCIAL STATEMENTS SINCE THEY BECOME ASSETS OF THE COMMONWEALTH OF VIRGINIA. THESE COLLECTIONS ARE COMPRISED PRIMARILY OF FINE ART AND ARTIFACTS AT JAMESTOWN SETTLEMENT, THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN AND THE CENTRAL SUPPORT CENTER. INSURANCE COVERAGE ON COLLECTION ITEMS IS INCLUDED UNDER THE COMMONWEALTH'S BLANKET INSURANCE PROGRAM AT NO EXPENSE TO THE FOUNDATION. THE FOUNDATION HAS A POLICY THAT PROCEEDS GENERATED FROM THE SALE OF COLLECTION ITEMS WILL BE USED TO ACQUIRE NEW ITEMS. |
| PART V, LINE 4: | THE JAMESTOWN-YORKTOWN FOUNDATION, INC. HAS INVESTMENT OVERSIGHT OVER ALL THE FOUNDATION'S ENDOWED ASSETS, WHICH AS OF JULY 1, 2024, AMOUNTED TO $20,783,094. FOR THE FISCAL YEAR 2024, THE ENDOWMENTS' EXPENDABLE EARNINGS WERE USED TO SUPPORT CORE PUBLIC PROGRAMS AND EDUCATION PROGRAM AREAS INCLUDING LIVING-HISTORY INTERPRETATION, MARITIME EDUCATION, OUTREACH EDUCATION, SPECIAL EXHIBITIONS, AND ARTIFACT ACQUISITION. |
| PART X, LINE 2: | THE FOUNDATION FOLLOWS THE FASB GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED "WHEN CHALLENGED OR "WHEN EXAMINED" BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX EXPENSE AND LIABILITY IN THE CURRENT YEAR. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITION AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMONWEALTH OF VA JAMESTOWN YORKTOWN FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1607 | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 546022061 | RecipientEIN |
| IRC Section | 115(1) | IRCSectionDesc |
| Cash Grant | $480,663 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | EDUCATION PROGRAMS FOR MUSEUM VISITORS AND STATEWIDE OUTREACH TO STUDENTS | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ONLY MAKES GRANTS TO JAMESTOWN-YORKTOWN FOUNDATION, AN AGENCY OF THE COMMONWEALTH OF VIRGINIA. RESTRICTED GIFTS TRANSFERRED TO THE STATE AGENCY ARE EXPENDED IN ACCORDANCE WITH THE ORIGINAL GIFT RESTRICTION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | ACQUISITIONS | 2 | $18,700 | FMV |
| Yes (X) | EDUCATION SUPPLIES | 4 | $4,126 | FMV |
| Yes (X) | EQUIPMENT | 4 | $2,418 | FMV |
| Yes (X) | FOOD | 1 | $225 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT 990 IS REVIEWED BY THE CHAIRMAN OF THE BOARD AND FINANCE COMMITTEE CHAIR PRIOR TO FILING. THE COPY OF FILED FORM 990 WILL BE SHARED WITH ALL BOARD MEMBERS AT THE NEXT BOARD MEETING, WHICH IS HELD AFTER FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH MEMBER,UPON JOINING THE BOARD, IS REQUIRED TO SIGN THE AGENCY'S CODE OF ETHICS POLICY, WHICH MAKES APPLICABLE TO THE JAMESTOWN-YORKTOWN FOUNDATION, INC.(THE ORGANIZATION), THE SAME DISCLOSURE/CONFLICT OF INTEREST POLICIES AS STATE MEMBERS. WHILE THE ORGANIZATION'S MEMBERS ARE NOT REQUIRED TO SUBMIT THE CONFLICT OF INTEREST FORM ANNUALLY, THEY ARE HELD TO THE SAME STANDARDS AND MAY BE ASKED AT ANY TIME TO DISCLOSE POTENTIAL CONFLICTS OF INTEREST. IN ORDER TO ENSURE THAT THE JUDGMENT OF PUBLIC OFFICERS AND EMPLOYEES WILL NOT BE COMPROMISED OR AFFECTED BY INAPPROPRIATE CONFLICTS, OR THE APPEARANCE OF INAPPROPRIATE CONFLICTS BETWEEN PERSONAL ECONOMIC INTERESTS AND THE OFFICAL DUTIES OF VIRGINIA'S PUBLIC SERVANTS, PAID AND NON-PAID EMPLOYEES OF THE FOUNDATION AND MEMBERS OF THE JAMESTOWN-YORKTOWN FOUNDATION BOARD OF TRUSTEES ARE SUBJECT TO AND SHALL BE RESPONSIBLE FOR FAMILIARIZING THEMSELVES WITH AND ADHERING TO THE PROVISIONS OF THE STATE AND LOCAL GOVERNMENT CONFLICT OF INTEREST ACT (TITLE 22, CHAPTER 31, CODE OF VIRGINIA). THE FOUNDATION EXTENDS THE REQUIREMENTS OF THE ACT TO MEMBERS OF THE JAMESTOWN-YORKTOWN FOUNDATION, INC. BOARD OF DIRECTORS AND THE JAMESTOWN-YORKTOWN EDUCATIONAL TRUST BOARD OF DIRECTORS, EXCEPT THAT MEMBERS OF THESE BODIES ARE NOT REQUIRED TO FILE AN ANNUAL STATEMENT OF ECONOMIC INTEREST/FINANCIAL DISCLOSURE STATEMENT. IN THE EVENT OF A CONFLICT, THE BOARD MEMBER WILL RECUSE HIMSELF OR HERSELF FROM ALL DISCUSSIONS ON THE RELEVANT MATTER. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. THE CODE OF ETHICS IS A PUBLIC DOCUMENT. FINANCIAL INFORMATION IS AVAILABLE THROUGH THE JAMESTOWN-YORKTOWN FOUNDATION, INC. AS WELL AS THE ANNUAL REPORT OF DONORS. |
| FORM 990, PART VII | THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES. THE FOUNDATION'S FUNCTIONS ARE PERFORMED BY EMPLOYEES OF THE JAMESTOWN-YORKTOWN FOUNDATION, AN AGENCY OF THE COMMONWEALTH OF VIRGINIA. THE ORGANIZATION REIMBURSES THE FOUNDATION FOR SERVICES RELATED TO EXECUTIVE MANAGEMENT, FINANCE AND FUNDRAISING. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 83,844. MANAGEMENT AND GENERAL EXPENSES 396,797. FUNDRAISING EXPENSES 313,347. TOTAL EXPENSES 793,988. CONSULTATION SERVICES: PROGRAM SERVICE EXPENSES 15,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,000. |
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