2023-04-24T12:43:35-05:00 2022-06-30 541631262 KEITER STEPHENS HURST GARY & SHREAVES 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2021-07-01 311618642 JAMESTOWN-YORKTOWN FOUNDATION INC JAME 7572537216 PO BOX 3605 WILLIAMSBURG VA 23187 CHRISTY S COLEMAN EXECUTIVE DIRECTOR 7572537216 2023-04-21 1 CHRISTY COLEMAN 999009999 JAYME MIKA P00852731 8047470000 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z CHRISTY S COLEMAN PO BOX 3605 WILLIAMSBURG VA 23187 2614078 0 X WWW.JYFMUSEUMS.ORG X 1998 VA 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. 20 20 0 20 0 0 1460127 1517955 10984 16951 -100561 1047607 24700 31565 1395250 2614078 907754 297936 0 0 0 0 0 0 410064 1411460 1669512 2319214 1967448 -923964 646630 25575167 23441243 847488 1761812 24727679 21679431 X 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. 0 0 913443 297936 16951 VISITOR EXPERIENCE DESPITE CONTINUED CHALLENGES DUE TO THE COVID-19 PANDEMIC, THE JAMESTOWN-YORKTOWN FOUNDATION REMAINED COMMITTED TO FULFILLING ITS EDUCATIONAL MISSION, WHETHER AT ITS MUSEUMS OR ONLINE. ON-GOING SAFETY AND SOCIAL-DISTANCING MEASURES THROUGHOUT FISCAL YEAR (FY) 2022 ALLOWED VISITORS TO EXPERIENCE GALLERY EXHIBITS AND OUTDOOR LIVING-HISTORY AREAS AT BOTH MUSEUMS JAMESTOWN SETTLEMENT AND THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN. MUSEUM INTERPRETERS AND EDUCATORS WELCOMED BACK THOUSANDS OF STUDENTS ONSITE, WHILE CONTINUING TO ENGAGE WITH THOUSANDS MORE IN CLASSROOMS, BOTH IN PERSON AND VIRTUALLY. JAMESTOWN SETTLEMENT WELCOMED VISITORS TO ITS SPECIAL EXHIBITION, "FOCUSED: A CENTURY OF VIRGINIA INDIAN RESILIENCE AND RELATED PROGRAMMING. BOTH MUSEUMS PRESENTED A FULL CALENDAR OF PUBLIC PROGRAMS THAT COMMEMORATED HISTORICAL EVENTS, EDUCATED AUDIENCES, CELEBRATED THE HOLIDAYS, AND ENGAGED ADULTS AND CHILDREN WITH THE STORIES OF AMERICA'S FOUNDING FROM DIVERSE CULTURAL PERSPECTIVES.WHILE THE JAMESTOWN-YORKTOWN FOUNDATION RECEIVES PARTIAL OPERATING SUPPORT FROM THE COMMONWEALTH OF VIRGINIA AND EARNS INCOME THROUGH MUSEUM ADMISSIONS, RETAIL AND CONCESSIONS, PRIVATE DONATIONS TOTALING $2,035,104 MADE A CRITICAL DIFFERENCE IN OUR ABILITY TO ENGAGE AND EDUCATE THE 444,295 PAID VISITORS IN FISCAL YEAR 2022, 77% OF WHOM CAME FROM OUT OF STATE. SPECIAL EXHIBITIONS, THEMED PROGRAMS, AND EVENTS CONSTITUTED AN INTEGRAL PART OF THAT VISITOR EXPERIENCE, OFFERING OPPORTUNITIES TO EXPLORE TOPICS IN GREATER DEPTH. THE FOUNDATION, INC. CONTINUED TO CULTIVATE DONORS AND EXPAND FUNDING FOR JAMESTOWN SETTLEMENT'S SUCCESSFUL PROGRAM OF SPECIAL EXHIBITIONS, INCLUDING "FOCUSED: A CENTURY OF VIRGINIA INDIAN RESILIENCE," WHICH OPENED AT JAMESTOWN SETTLEMENT ON JANUARY 29, 2021, AND CONTINUED THROUGH MARCH 25, 2022. IN COLLABORATION WITH VIRGINIA INDIAN TRIBAL COMMUNITIES, "FOCUSED" FEATURED THE PHOTOGRAPHY COLLECTIONS OF THE SMITHSONIAN INSTITUTION'S NATIONAL MUSEUM OF THE AMERICAN INDIAN, IMAGES FROM ANTHROPOLOGIST FRANK SPECK IN 1910S TO 1930S, THE WORK OF AWARD-WINNING BALTIMORE SUN PHOTOGRAPHER A. AUBREY BODINE IN THE 1940S AND 1950S, AND PORTRAITS BY CONTEMPORARY AMERICAN INDIAN PHOTOGRAPHERS. A TURKEY FEATHER MANTLE HAND-WOVEN BY A LEADING MEMBER OF THE UPPER MATTAPONI TRIBE IN THE 1930S WAS AMONG THE FEATURED OBJECTS IN THE EXHIBITION. RELATED PROGRAMMING COMPLEMENTED THE SPECIAL EXHIBITION, WITH A SERIES OF LECTURES, WORKSHOPS, AND ARTS EVENTS AT JAMESTOWN SETTLEMENT. ADDITIONALLY, THROUGHOUT FY22, JYF STAFF WORKED BEHIND THE SCENES TO PREPARE FOR THE NEXT SPECIAL EXHIBITION, "REIGN AND REBELLION," AS WELL AS BEGIN THE PLANNING FOR A NEW INITIATIVE, "RELIGION AND EARLY AMERICA," THAT BEGAN IN JANUARY 2022 THANKS TO A GRANT FROM LILLY ENDOWMENT INC. SPECIAL EVENTS HELD DURING THE 2021-2022 FISCAL YEAR AT BOTH JAMESTOWN SETTLEMENT AND THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN OFFERED ENGAGING ACTIVITIES AND WAYS TO CONNECT WITH HISTORY. EVENTS INCLUDED "LIBERTY CELEBRATION," "YORKTOWN VICTORY CELEBRATION," "FAMILY FRIGHTS AT JAMESTOWN SETTLEMENT," "FOODS & FEASTS OF COLONIAL VIRGINIA," "CHRISTMASTIDE IN VIRGINIA," "AFTER ANGELO," "MILITARY THROUGH THE AGES," "INDIGENOUS ART'S DAY," "JUNETEENTH, AND "PAST TO PRESENT AND "TALKING HISTORY" LECTURE SERIES. IN JANUARY 2022, JYF ALSO LAUNCHED A NEW PROGRAM, THE DIRECTOR'S SERIES, INVITING VISITORS AND LOCAL COMMUNITY MEMBERS TO JOIN JYF'S EXECUTIVE DIRECTOR CHRISTY S. COLEMAN AS SHE JOINS WITH PROMINENT SCHOLARS AND PUBLIC FIGURES FOR LIVELY AND ENLIGHTENING CONVERSATIONS SURROUNDING OUR SHARED LEGACIES OF AMERICAN HISTORY. EDUCATIONAL PROGRAMS THE JAMESTOWN-YORKTOWN FOUNDATION CONTINUED TO CARRY OUT ITS MISSION AS THE LARGEST PROVIDER OF MUSEUM EDUCATION PROGRAMS IN THE COMMONWEALTH. THESE PROGRAMS INCLUDE CURRICULUM-BASED, ON-SITE PROGRAMS FOR STUDENT GROUPS AND HOMESCHOOL FAMILIES, IN VIRGINIA CLASSROOM OUTREACH SETTINGS, TEACHER DEVELOPMENT PROGRAMS, AND MUCH-EXPANDED DISTANCE LEARNING AND VIRTUAL EDUCATION OPPORTUNITIES FOR BOTH ADULTS AND CHILDREN. THROUGHOUT THE 2021-2022 ACADEMIC YEAR, JYF MUSEUM EDUCATION STAFF ENGAGED WITH NEARLY 112,000 STUDENTS ACROSS THREE EDUCATIONAL PLATFORMS, A 50% INCREASE OVER THE PREVIOUS YEAR. WITHIN THAT TOTAL: 76,116 STUDENTS RECEIVED HANDS-ON LEARNING BY VISITING THE MUSEUMS ON FIELD TRIPS, WHERE THEY INTERACTED WITH INTERPRETERS IN THE LIVING-HISTORY AREAS AND EXPLORED THE MUSEUM GALLERIES; JYF OUTREACH EDUCATORS CONNECTED WITH 16,819 STUDENTS IN-PERSON IN THEIR CLASSROOMS THROUGHOUT VIRGINIA; 19,047 STUDENTS EXPERIENCED THE MUSEUMS VIRTUALLY THROUGH JYF'S DISTANCE LEARNING PROGRAM. ADDITIONALLY, JYF MUSEUM EDUCATORS IMMERSED 1,966 STUDENTS FROM UNDER-RESOURCED VIRGINIA PUBLIC SCHOOLS IN EARLY AMERICAN HISTORY, A 30% INCREASE OVER THE PREVIOUS YEAR.JYF PROJECTS A CONTINUED INCREASE OF STUDENTS DURING THE 2022-2023 ACADEMIC YEAR AND IS CURRENTLY ESTIMATING AN INCREASE OF AT LEAST 16% IN STUDENT REGISTRATIONS OVER LAST YEAR, WITH OVER 130,000 STUDENTS PROJECTED TO PARTICIPATE IN STRUCTURED EDUCATION PROGRAMS. DURING THE SUMMER TEACHER INSTITUTE IN JULY 2022, 20 TEACHERS FROM 18 VIRGINIA PUBLIC SCHOOL DISTRICTS ENGAGED IN HANDS-ON HISTORY AT JAMESTOWN SETTLEMENT. IN JULY 2021, 19 TEACHERS FROM 16 VIRGINIA PUBLIC SCHOOL DISTRICTS PARTICIPATED IN THE FOUNDATION'S SUMMER TEACHER INSTITUTE.JYF EDUCATIONAL ENGAGEMENT CONTINUES OUTSIDE OF THE MUSEUMS AND CLASSROOMS, SHARING THE HISTORY OF EARLY AMERICA AND ITS CONNECTION TO OUR PRESENTS WITH OUR GENERAL AUDIENCE VIRTUALLY. IN FISCAL YEAR 2022, NEARLY THAN 1.3 MILLION USERS (87.1% OF WHOM WERE NEW) VISITED JYFMUSEUMS.ORG FOR A TOTAL OF 1.6 MILLION SESSIONS AND 2.3 MILLION PAGE VIEWS. A TOTAL OF 82 VIDEOS WERE ADDED TO @JYFMUSEUMS YOUTUBE. THESE VIDEOS, IN CONJUNCTION WITH THE 90 ADDED IN FY21, GENERATED 138,461 VIEWS. ADDITIONALLY, 485 POSTS WERE SHARED TO 165,368 FOLLOWERS ACROSS FACEBOOK, INSTAGRAM AND TWITTER CONSISTENTLY EXCEEDING INDUSTRY AVERAGE ENGAGEMENT ON ALL SOCIAL PLATFORMS. WHETHER IN PERSON OR ONLINE, THE FOUNDATION'S EDUCATION PROGRAMS CONTINUE TO SUPPORT AND ASSIST STUDENTS IN MEETING VIRGINIA'S STANDARDS OF LEARNING. THE PROGRAMS HAVE WON NUMEROUS AWARDS AND HAVE BEEN ENDORSED BY THE NATIONAL COUNCIL FOR THE SOCIAL STUDIES, THE NATION'S LEADING ASSOCIATION OF SOCIAL STUDIES EDUCATORS. IN 2022, JYF ONCE AGAIN RECEIVED THE PINNACLE AWARD FROM THE CENTER FOR INTERACTIVE LEARNING AND COLLABORATION FOR ITS DISTANCE LEARNING PROGRAMS. THE AWARD RECOGNIZES ORGANIZATIONS THAT RECEIVE OUTSTANDING SCORES (95% OR HIGHER) ON PROGRAM EVALUATIONS FOR THE REMARKABLE QUALITY OF EDUCATIONAL CONTENT AND EXCEPTIONAL PROGRAM DELIVERY. COLLECTIONS THE JAMESTOWN-YORKTOWN FOUNDATION COLLECTION CONTAINS 210,931 ARCHAEOLOGICAL AND NON-ARCHAEOLOGICAL ARTIFACTS. AT JAMESTOWN SETTLEMENT, THE OBJECTS INCLUDE 16TH- AND 17TH-CENTURY PORTRAITS, DOCUMENTS, FURNISHINGS, TOYS, CEREMONIAL AND DECORATIVE OBJECTS, TOOLS, AND WEAPONS. AT THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN, OBJECTS INCLUDE DOCUMENTS, PAINTINGS, ENGRAVINGS, MILITARY EQUIPMENT, NAUTICAL OBJECTS, MEDICAL TOOLS, CLOTHING, PERSONAL EFFECTS, AND HOUSEHOLD OBJECTS. IN ADDITION, THE COLLECTIONS CONTAIN THOUSANDS OF ARCHAEOLOGICAL MATERIALS.A TOTAL OF 16 OBJECTS WERE ACQUIRED DURING FY21: 12 FOR THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN'S GALLERIES, AND FOUR TO ENHANCE THE COLLECTION AT JAMESTOWN SETTLEMENT. AMONG THE OBJECTS RECENTLY ACQUIRED BY THE FOUNDATION FOR DISPLAY AT THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN WAS AN EARLY 19TH-CENTURY PORTRAIT OF A NATIVE AMERICAN WARRIOR, BY AN UNKNOWN ARTIST. 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. . LEADERSHIP THROUGHOUT THIS FISCAL YEAR, PREPARATIONS WERE UNDERWAY FOR NEW HIRINGS WITHIN THE SENIOR LEADERSHIP, DUE TO THE PLANNED RETIREMENTS OF KEY LEADERS, WITH PLANS TO FILL THE POSITIONS OF THE DEPUTY EXECUTIVE DIRECTOR/SENIOR DIRECTOR OF ADMINISTRATION AND DIRECTOR OF FINANCE, ALONG WITH A NEW POSITION, CHIEF DEVELOPMENT OFFICER. THE INTERVIEW PROCESS FOR THESE POSITIONS TOOK PLACE DURING MAY 2022 AND WAS COMPLETED IN JUNE 2022, WITH THE NEW HIRES JOINING JYF IN JULY 2023, AT THE START OF FY2023.COVID-19 PANDEMIC FOLLOWING A NEARLY FOUR-MONTH CLOSURE BEGINNING IN MARCH 2020, THE FOUNDATION'S MUSEUMS RE-OPENED TO THE PUBLIC ON JUNE 24, 2020, WITH EXTENSIVE SAFETY PROTOCOLS IN PLACE. SINCE THE RE-OPENING IN JUNE 2020, BOTH MUSEUMS HAVE REMAINED OPENED TO THE PUBLIC, CONTINUING TO WELCOME VISITORS AND PROVIDE PUBLIC AND EDUCATIONAL PROGRAMS, WHILE OBSERVING SAFETY PROTOCOLS. ALTHOUGH THE FORMAL ENFORCEMENT OF CERTAIN SAFETY PROTOCOLS WERE LIFTED BY THE COMMONWEALTH OF VIRGINIA DURING THE SECOND HALF OF FY22, JYF CONTINUED TO ENCOURAGE SAFETY PROTOCOLS TO ENSURE ALL STAFF AND VISITORS COULD ENJOY OUR MUSEUMS SAFELY. ANNUAL FUND IN FISCAL YEAR 2021, THE ANNUAL FUND RAISED $876,238 IN CASH AND IN-KIND GIFTS FROM NEARLY 1,900 DONORS. GIFTS TO THE ANNUAL FUND PROVIDE UNRESTRICTED SUPPORT THAT HELPS SUSTAIN THE FOUNDATION'S MUSEUMS AND EDUCATION PROGRAMS, INCLUDING ARTIFACT ACQUISITIONS AND COLLECTIONS CARE; LIVING-HISTORY INTERPRETATION WITHIN THE OUTDOOR EXHIBITS; CURATORIAL SERVICES, PUBLIC PROGRAMS AND EVENTS; MUSEUM EDUCATION PROGRAMS FOR STUDENTS, INCLUDING FIELD TRIPS, CLASSROOM OUTREACH, AND DISTANCE LEARNING; VOLUNTEER RECRUITMENT AND RETENTION; AND MARITIME EDUCATION FURTHERING THE FOUNDATION'S EDUCATIONAL MISSION. ENDOWMENT THE JAMESTOWN-YORKTOWN FOUNDATION, INC. HAS INVESTMENT OVERSIGHT OVER ALL OF THE FOUNDATION'S ENDOWED ASSETS, WHICH AS OF JUNE 30, 2022, AMOUNTED TO $17 MILLION. FOR THE FISCAL YEAR 2022, 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. 913443 1 1 0 0 0 0 0 1 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 13 0 1 0 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 1 1 0 0 0 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WI X X THE ORGANIZATION 7572537216 PO BOX 3605 WILLIAMSBURG VA 23187 SUE H GERDELMAN IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 TERRY E HALL PRESIDENT 1.00 X X 0 0 0 MRS TJ CARDWELL VICE PRESIDENT 1.00 X X 0 0 0 MARI ANN BANKS SECRETARY 1.00 X X 0 0 0 ALEXIS N SWANN TREASURER 1.00 X X 0 0 0 KENNETH R PLUM TRUSTEE CHAIR/BOARD MEMBER 1.00 X 0 0 0 CAROLYN S ABBITT BOARD MEMBER 1.00 X 0 0 0 BENTLEY R ANDREWS BOARD MEMBER 1.00 X 0 0 0 DONNA P CHAPMAN BOARD MEMBER 1.00 X 0 0 0 HELEN ZADARLIK COUSINS BOARD MEMBER 1.00 X 0 0 0 R ALLAN FINGER BOARD MEMBER 1.00 X 0 0 0 BK FULTON BOARD MEMBER 1.00 X 0 0 0 MICHAEL T HARRISON SR BOARD MEMBER 1.00 X 0 0 0 JAMES W RAWLES JR BOARD MEMBER 1.00 X 0 0 0 MARK R SOBOL BOARD MEMBER 1.00 X 0 0 0 O DAVID STEPHENS BOARD MEMBER 1.00 X 0 0 0 FRANCES P SYKES BOARD MEMBER 1.00 X 0 0 0 THOMAS H TULLIDGE JR BOARD MEMBER 1.00 X 0 0 0 ADRIA VANHOOZIER BOARD MEMBER 1.00 X 0 0 0 KARIN A WULF BOARD MEMBER 1.00 X 0 0 0 CHRISTY S COLEMAN EXECUTIVE DIRECTOR 40.00 X 0 265918 30042 0 265918 30042 0 0 1 0 0 1517955 667 1517955 PROGRAM REVENUES 900099 16951 16951 16951 566661 566661 480946 0 480946 480946 480946 OTHER INCOME 900099 31565 31565 31565 2614078 16951 0 1079172 X 297936 297936 18700 18700 85358 85358 754532 63317 397654 293561 104618 22629 64244 17745 15314 15314 EVENTS AND EXHIBIT EXPE 352197 352197 ACQUISITIONS 120056 120056 FUNDRAISING 89425 89425 CONTRACT SERVICES 54566 54566 74746 2742 62671 9333 1967448 913443 643941 410064 2853196 3052418 482762 402863 22239209 19985962 25575167 23441243 847488 1761812 847488 1761812 X 15653776 13503584 9073903 8175847 24727679 21679431 25575167 23441243 646630 -3694878 0 X 0 1 X 1 0 X 1444249 1628698 2136174 1460127 1517955 8187203 1444249 1628698 2136174 1460127 1517955 8187203 769255 7417948 822838 230873 287990 566661 1908362 24700 31565 56265 10151830 0.73070 0.77110 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 20308616 28288 -2732629 592108 17012167 15545532 400131 4742008 379055 20308616 14402637 578998 1024870 460973 15545532 14424849 470032 492244 14402637 13648171 25000 1204904 453226 14424849 0.58410 0.41590 0 0 0 MUTUAL FUNDS 16418587 F FIXED INCOME 3567375 F 19985962 X 2133132 0 2133132 480946 480946 2614078 1882090 0 1882090 85358 85358 1967448 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'S ENDOWMENT WAS CREATED IN 1982 TO HELP ENSURE FUTURE FISCAL STABILITY. THE ENDOWMENT AMOUNTED TO $17 MILLION AS OF JUNE 30, 2022. FOR FISCAL YEAR ENDING JUNE 30, 2022, THE ENDOWMENT'S EXPENDABLE EARNINGS WERE USED TO SUPPORT CORE PUBLIC AND STRUCTURED EDUCATION PROGRAM AREAS, INCLUDING THE MARITIME EDUCATION PROGRAM, OUTREACH EDUCATION, AND HISTORICAL INTERPRETATION AT BOTH MUSEUMS, AS WELL AS SPECIAL EXHIBITIONS AT JAMESTOWN SETTLEMENT. 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: REALIZED GAIN SEPARATELY STATED ON FINANCIAL STATEMENTS 480,946. 1 COMMONWEALTH OF VA JAMESTOWN YORKTOWN FOUNDATION PO BOX 1607 WILLIAMSBURG VA 23185 546022061 115(1) 297936 0 EDUCATION PROGRAMS FOR MUSEUM VISITORS AND STATEWIDE OUTREACH TO STUDENTS 1 PART I, LINE 2: 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. 0 0 0 0 0 0 0 0 0 CHRISTY S COLEMAN EXECUTIVE DIRECTOR 0 265918 0 0 0 0 0 2946 0 27096 0 295960 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS REVIEWED BY THE CHAIRMAN OF THE BOARD AND FINANCE COMMITTE 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 IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 63,317. MANAGEMENT AND GENERAL EXPENSES 397,654. FUNDRAISING EXPENSES 293,561. TOTAL EXPENSES 754,532. JAMESTOWN YORKTOWN FOUNDATION AGENCY OF THE COMMONWEALTH OF VA PO BOX 1607 WILLIAMSBURG VA 23187 546022061 THE FOUNDATION'S FUNCTIONS ARE PERFORMED BY STATE EMPLOYEES VA 115(1) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 COMMONWEALTH OF VIRGINIA C 297936 ACTUAL AMOUNT OF CASH RECEIVED COMMONWEALTH OF VIRGINIA O ACTUAL CASH AMOUNT REIMBURSED COMMONWEALTH OF VIRGINIA R 120056 PURCHASE PRICE