JAMESTOWN YORKTOWN FOUNDATION INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JAMESTOWN YORKTOWN FOUNDATION INC (EIN 31-1618642)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-02-10
IRS object ID
202130419349300948
Schema version
2019v5.2
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

FieldValueIRS element (for citing)
Return2021-02-10T17:29:54-06:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541631262PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KEITERSTEPHENSHURSTGARY & SHREAVESPCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

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Address Line1PO BOX 32066AddressLine1Txt
CityRICHMONDCityNm
State AbbreviationVAStateAbbreviationCd
ZIP232942066ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311618642EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAMESTOWN-YORKTOWN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJAMEBusinessNameControlTxt
Phone7572537216PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3605AddressLine1Txt
CityWILLIAMSBURGCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23187ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHRISTY S COLEMANPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone7572537216PhoneNum
Signature2021-02-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAYME MIKAPreparerPersonNm
PTINP00852731PTIN
Phone8047470000PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCHRISTY S COLEMANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3605AddressLine1Txt
CityWILLIAMSBURGCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23187ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,322,990GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.HISTORYISFUN.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateVALegalDomicileStateCd
Activity Or MissionTHE 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 AND YORKTOWN VICTORY CENTER MUSEUMS. THE ORGANIZATION RECEIVES CHARITABLE GIFTS AND DONATIONS FOR THE BENEFIT OF THE FOUNDATION.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers22TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,628,698PYContributionsGrantsAmt
CY Contributions Grants$2,136,174CYContributionsGrantsAmt
PY Program Service Revenue$12,469PYProgramServiceRevenueAmt
CY Program Service Revenue$6,817CYProgramServiceRevenueAmt
PY Investment Income$1,154,030PYInvestmentIncomeAmt
CY Investment Income-$67,135CYInvestmentIncomeAmt
PY Other Revenue-$5,397PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,789,800PYTotalRevenueAmt
CY Total Revenue$2,075,856CYTotalRevenueAmt
PY Grants And Similar Paid$277,597PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$231,271CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$428,208CYTotalFundraisingExpenseAmt
PY Other Expenses$2,591,350PYOtherExpensesAmt
CY Other Expenses$2,039,720CYOtherExpensesAmt
PY Total Expenses$2,868,947PYTotalExpensesAmt
CY Total Expenses$2,270,991CYTotalExpensesAmt
PY Revenues Less Expenses-$79,147PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$195,135CYRevenuesLessExpensesAmt
Total Assets BOY$20,326,714TotalAssetsBOYAmt
Total Assets EOY$21,073,483TotalAssetsEOYAmt
Total Liabilities BOY$578,071TotalLiabilitiesBOYAmt
Total Liabilities EOY$427,970TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$19,748,643NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$20,645,513NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE 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. 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$725,316ExpenseAmt
Grant$231,271GrantAmt
Revenue$6,817RevenueAmt
DescVISITOR EXPERIENCE - JAMESTOWN SETTLEMENT AND THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN SERVE AS LEADING CENTERS OF EDUCATION AND TOURISM. THROUGH NATIONALLY RECOGNIZED MUSEUM GALLERIES, LIVING HISTORY, AND EDUCATIONAL PROGRAMS, THE MUSEUMS TELL THE STORIES OF WHERE AND HOW AMERICA BEGAN. LIVING-HISTORY AREAS COMPLEMENT THE MUSEUMS' EXHIBITION GALLERIES BY INVOLVING VISITORS IN INTERACTIVE, HANDS-ON LEARNING. WHILE THE JAMESTOWN-YORKTOWN FOUNDATION RECEIVES PARTIAL OPERATING SUPPORT FROM THE COMMONWEALTH OF VIRGINIA AND EARNS INCOME THROUGH MUSEUM ADMISSIONS, PRIVATE DONATIONS MADE A CRITICAL DIFFERENCE IN OUR ABILITY TO ENGAGE AND EDUCATE THE 536,496 PAID VISITORS TO OUR MUSEUMS IN CALENDAR YEAR 2019. 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 "TENACITY: WOMEN IN JAMESTOWN AND EARLY VIRGINIA," WHICH OPENED NOVEMBER 10, 2018 AND RAN THROUGH JANUARY 5, 2020. "TENACITY" EXPLORED THE LITTLE-KNOWN, CAPTIVATING STORIES OF REAL WOMEN IN JAMESTOWN AND THE EARLY VIRGINIA COLONY, THEIR TENACIOUS SPIRIT, AND THEIR IMPACT ON A FLEDGLING SOCIETY. "TENACITY" WAS A LEGACY PROJECT OF THE 2019 COMMEMORATION, AMERICAN EVOLUTION. THE "18TH NATIONAL EXHIBITION OF THE AMERICAN SOCIETY OF MARINE ARTISTS" WELCOMED VISITORS BEGINNING ON MARCH 7, 2019. THE NATION'S OLDEST AND LARGEST NONPROFIT ORGANIZATION DEDICATED TO MARINE ART AND HISTORY PARTNERED WITH THE JAMESTOWN-YORKTOWN FOUNDATION TO PRESENT A SPECIAL EXHIBITION FEATURING 110 WORKS OF MARINE ART, INCLUDING PAINTINGS, SCULPTURES, AND SCRIMSHAW CARVINGS. THE SHOW HIGHLIGHTS THE WORKS OF ARTISTS REPRESENTING THE BEST IN AMERICAN MARINE ART BY JURIED COMPETITION. AT THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN, THE SPECIAL EXHIBITION "FORGOTTEN SOLDIER" BEGAN WELCOMING VISITORS ON JUNE 29, 2019 TO DISCOVER THE PERSONAL STORIES OF ENSLAVED AND FREE AFRICAN AMERICANS WHO FOUGHT ON BOTH SIDES OF THE REVOLUTIONARY WAR. THE EXHIBITION, EXTENDED THROUGH JULY 8, 2020, FEATURED TWO RARE DOCUMENTS ON DISPLAY TOGETHER FOR THE FIRST TIME SINCE 1783, THE "BOOK OF NEGROES" ON LOAN FROM THE NATIONAL ARCHIVES, U.K., AND THE "INSPECTION ROLL OF NEGROES BOOK NO. 1," ON LOAN FROM THE U.S. NATIONAL ARCHIVES. "FORGOTTEN SOLDIER" SHOWCASED AN ORIGINAL COMMISSIONED ARTWORK BY TITUS KAPHAR, AN AMERICAN CONTEMPORARY ARTIST AND 2018 MCARTHUR FELLOW WHOSE WORK INVITED VISITORS TO LOOK AT HISTORY IN A NEW LIGHT. THE EXHIBITION WAS COMPLEMENTED BY A SERIES OF PUBLIC PROGRAMS, INCLUDING A FAMILY HISTORY WORKSHOP SERIES, PANEL DISCUSSION, AND "THE AFRICAN AMERICAN SOLDIER" SPECIAL EVENT. SPECIAL EVENTS HELD THROUGHOUT THE 2019-2020 FISCAL YEAR AT BOTH JAMESTOWN SETTLEMENT AND THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN OFFERED UNIQUE ACTIVITIES AND WAYS TO CONNECT WITH HISTORY. EVENTS INCLUDED "LIBERTY CELEBRATION," "AMERICAN INDIAN INTERTRIBAL POWWOW," "YORKTOWN VICTORY CELEBRATION," "FAMILY FRIGHTS AT JAMESTOWN SETTLEMENT," "THE AFRICAN AMERICAN SOLDIER," "FOODS & FEASTS OF COLONIAL VIRGINIA," "CHRISTMASTIDE IN VIRGINIA," "AFRICAN-AMERICAN CULTURAL HERITAGE MONTH," "AFTER ANGELO: CELEBRATING BLACK WOMEN IN AMERICA, AND A LECTURE SERIES AT JAMESTOWN SETTLEMENT THAT EXPLORED THEMES FROM THE SPECIAL EXHIBITION "TENACITY: WOMEN IN JAMESTOWN AND EARLY VIRGINIA."Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$215,388ExpenseAmt
DescEDUCATIONAL PROGRAMS - THE JAMESTOWN-YORKTOWN FOUNDATION CONTINUED TO CARRY OUT ITS MISSION AS THE LARGEST PROVIDER OF STRUCTURED MUSEUM EDUCATION PROGRAMS IN THE COMMONWEALTH. THESE INCLUDE CURRICULUM-BASED, ON-SITE PROGRAMS FOR STUDENT GROUPS AND HOMESCHOOL FAMILIES, IN VIRGINIA CLASSROOM OUTREACH SETTINGS, TEACHER DEVELOPMENT PROGRAMS, DISTANCE LEARNING, AND WITH ONLINE EDUCATIONAL MATERIALS. ONE IN THREE VISITORS TO THE FOUNDATION'S MUSEUMS IS A SCHOOL-AGED CHILD. DURING THE 2019-2020 ACADEMIC YEAR, FOUNDATION PROGRAMS SERVED 150,301 STUDENTS THROUGH ON-SITE SESSIONS AND GUIDED TOURS AT BOTH MUSEUMS AND IN CLASSROOM OUTREACH SETTINGS. STRUCTURED EDUCATION PROGRAMS AT THE TWO MUSEUMS SERVED 79,649 SCHOOLCHILDREN. OUTREACH EDUCATION PROGRAMS WERE PRESENTED TO 61,057 PEOPLE, INCLUDING STUDENTS IN 86 OF VIRGINIA'S 133 SCHOOL DISTRICTS. WHETHER IN PERSON OR ONLINE, THE FOUNDATION'S EDUCATION PROGRAMS CONTINUE TO SUPPORT AND ASSIST TEACHERS IN MEETING VIRGINIA'S STANDARDS OF LEARNING. THEY 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. PRIVATE GRANTS AND DONATIONS MADE THROUGH THE FOUNDATION, INC. MADE THE CRITICAL DIFFERENCE TO 5,425 VIRGINIA SCHOOLCHILDREN LIVING IN UNDERSERVED PUBLIC SCHOOL DISTRICTS, EITHER BY TAKING PART IN A FIELD TRIP TO ONE OF OUR MUSEUMS OR PARTICIPATING IN AN OUTREACH EDUCATION PROGRAM IN THEIR CLASSROOM, ALL AT NO COST TO THEM, THEIR TEACHERS, OR THEIR SCHOOLS. DISTANCE LEARNING PROGRAMS WERE PROVIDED FOR 9,595 STUDENTS IN 29 STATES AND IN TWO FOREIGN COUNTRIES. IN THE SPRING OF 2020, THE FOUNDATION LAUNCHED ITS "HISTORY AT HOME" WEBPAGE, SHOWCASING NEW AND EXISTING ONLINE RESOURCES FOR STUDENTS AND FAMILIES, INCLUDING BI-WEEKLY LIVE WEBCASTS FOR ADULTS AND CHILDREN ON A VARIETY OF HISTORY TOPICS, LIVE LEARNING OPPORTUNITIES, HANDS-ON DEMONSTRATIONS, INTERACTIVE PROJECTS, WRITTEN CURRICULA, AND VIDEO TUTORIALS. THE WEBPAGE AND RELATED LINKED PAGES HAS RESULTED IN MORE THAN 909,799 PAGE VIEWS SINCE ITS CREATION ON MARCH 20, 2020. THERE WERE 2,619,269 WEB VISITS TO HISTORYISFUN.ORG IN CALENDAR YEAR 2019 AND, AT YEAR-END, 128,851 FANS ON THE MUSEUMS' FACEBOOK PAGE.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$395,037ExpenseAmt
DescCOLLECTIONS - THE JAMESTOWN-YORKTOWN FOUNDATION COLLECTION CONTAINS 210,398 ARCHAEOLOGICAL AND NON-ARCHAEOLOGICAL ARTIFACTS. THANKS TO PRIVATE FUNDS, 16 OBJECTS WERE ACQUIRED DURING FISCAL YEAR 2020: SEVEN FOR THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN'S GALLERIES, AND NINE TO ENHANCE THE COLLECTION AT JAMESTOWN SETTLEMENT. AMONG THE OBJECTS RECENTLY ACQUIRED BY THE FOUNDATION WERE TWO RARE BOOKS: A FIRST EDITION OF THE INTERESTING NARRATIVE OF THE LIFE OF OLAUDAH EQUIANO, OR GUSTAVO VASSA, THE AFRICAN AND JOHN SMITH'S GENERALL HISTORIE OF VIRGINIA, NEW ENGLAND AND THE SUMMER ISLES. OTHER ITEMS INCLUDED A RARE POCKET-SIZED TUNE BOOK, FIRST PRINTED IN BOSTON IN 1779, CONTAINING A COLLECTION OF PSALM TUNES OF VARIOUS METRES, SET IN SCORE BY WILLIAM BILLINGS.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 FOUNDATION'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

FieldValueIRS element (for citing)
DescJAMESTOWN SETTLEMENT RENEWAL - TO ENSURE A CONTINUED EXCELLENT VISITOR EXPERIENCE, A LARGE-SCALE, PHASED RENOVATION TO JAMESTOWN SETTLEMENT'S PERMANENT GALLERIES WAS LAUNCHED IN 2016 AND CONCLUDED DURING THE 2020 FISCAL YEAR. JAMESTOWN SETTLEMENT'S RENEWED GALLERY EXPANDED ON HISTORICAL EVENTS MARKING 400-YEAR MILESTONES, SUCH AS THE FIRST LEGISLATIVE ASSEMBLY IN THE NEW WORLD, THE FIRST RECORDED AFRICANS IN VIRGINIA, AND THE ARRIVAL OF ENGLISH WOMEN TO THE VIRGINIA COLONY. NEW HISTORICAL RESEARCH AND TECHNOLOGY, INCLUDING INTERACTIVE TOUCH SCREENS, IMMERSIVE EXHIBITS AND A MULTIMEDIA EXPERIENTIAL THEATER, ENHANCED THE STORY OF THE VIRGINIA INDIANS WITH NEW RESEARCH ON POWHATAN'S CAPITAL AT WEROWOCOMOCO AND POCAHONTAS, AS WELL AS THE FIRST RECORDED AFRICANS IN 1619 AND THE GROWTH IN SLAVERY THROUGH 1699. THE RENOVATION INCLUDED A 124-SEAT REBELLION THEATER, WHERE THE STORY OF "BACON'S REBELLION" UNFOLDS ON MULTIMEDIA SCREENS WITH SPECIAL EFFECTS. THESE CHANGES PLAY AN IMPORTANT ROLE IN THE ENSUING DECADE, EXPANDING AND UPDATING THE JAMESTOWN STORY TO HONOR THE RICH CULTURAL HERITAGE OF THE POWHATAN INDIANS, EUROPEANS, AND WEST CENTRAL AFRICANS. 2019 COMMEMORATION, AMERICAN EVOLUTION THE 2019 COMMEMORATION, AMERICAN EVOLUTION HIGHLIGHTED EVENTS THAT OCCURRED IN VIRGINIA IN 1619 THAT CONTINUE TO INFLUENCE AMERICAN TODAY, COMMEMORATING THE ONGOING JOURNEY TOWARD THE KEY IDEALS OF DEMOCRACY, DIVERSITY, AND OPPORTUNITY, AND CONCLUDED IN DECEMBER 2019. THE JAMESTOWN-YORKTOWN FOUNDATION SERVED AS THE OFFICIAL COMMONWEALTH OF VIRGINIA EXECUTIVE BRANCH AGENCY CHARGED WITH LEADING THE 2019 COMMEMORATION. JAMESTOWN SETTLEMENT SERVED AS A NATIONAL STAGE FOR THE 400TH ANNIVERSARY OF THE BIRTH OF AMERICAN DEMOCRACY ON JULY 30, 2019. PRESIDENT DONALD J. TRUMP DELIVERED KEYNOTE REMARKS TO MEMBERS OF THE VIRGINIA ASSEMBLY, MEMBERS OF THE U.S. CONGRESS, AND NATIONAL LEGISLATORS AT THE 400TH ANNIVERSARY JOINT COMMEMORATIVE SESSION, A SIGNATURE EVENT OF THE 2019 COMMEMORATION, AMERICAN EVOLUTION. THE HISTORICAL EVENT, WHICH TOOK PLACE JULY 30-AUGUST 4, 1619, WAS RE-CREATED IN THE MUSEUM'S FORT CHURCH, WITH THE PAGEANTRY OF THE JAMESTOWN SETTLEMENT HONOR GUARD, INTERPRETERS DEPICTING GOV. GEORGE YEARDLEY AND THE HOUSE OF BURGESSES, AND REMARKS BY PRESIDENTIAL HISTORIAN JON MEACHAM.JAMESTOWN SETTLEMENT PRESENTED MONTH-LONG EXHIBITS AND LIVING-HISTORY PROGRAMS DURING THE ORIGINS OF AMERICAN DEMOCRACY" MONTH IN JULY 2019 AND "DEMOCRACY WEEKEND," JULY 27-28, 2019, FEATURING A SPECIAL EXHIBIT "THE PROCEEDINGS OF THE FIRST GENERAL ASSEMBLY, JULY 30, 1619," ON LOAN FROM THE NATIONAL ARCHIVES, U.K., AND A SPECIAL LECTURE BY PULITZER PRIZE-WINNING AUTHOR AND PRESIDENTIAL HISTORIAN DORIS KEARNS GOODWIN. LEADERSHIP THE JAMESTOWN-YORKTOWN FOUNDATION BOARD OF TRUSTEES APPOINTED CHRISTY S. COLEMAN AS THE NEW EXECUTIVE DIRECTION OF THE FOUNDATION IN LATE DECEMBER 2019; SHE BEGAN SERVING IN THE POSITION ON JANUARY 21, 2020. SHE SUCCEEDS PHILIP G. EMERSON, WHO RETIRED IN DECEMBER 2019 AFTER 33 YEARS OF SERVICE IN SHAPING JAMESTOWN SETTLEMENT AND THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN INTO WORLD-CLASS MUSEUMS AND A LEADER IN EDUCATION. AS THE THIRD EXECUTIVE DIRECTOR IN THE AGENCY'S 62-YEAR HISTORY, EMERSON WAS HONORED WITH A SPECIAL RESOLUTION DESIGNATING HIM "EXECUTIVE DIRECTOR EMERITUS AND NAMING THE CENTRAL SUPPORT COMPLEX AFTER HIM. COLEMAN, FORMER CEO OF THE AMERICAN CIVIL WAR MUSEUM, IS A NATIONALLY RECOGNIZED AUTHORITY ON THE CULTURAL AND EDUCATIONAL IMPORTANCE OF MUSEUMS AND HISTORICAL PLACES FOR DIVERSE NATIONAL AND INTERNATIONAL AUDIENCES. COVID-19 ON MARCH 14, 2020, THE JAMESTOWN-YORKTOWN FOUNDATION MUSEUMS AND ITS CENTRAL SUPPORT FACILITY CLOSED TO THE PUBLIC AND STAFF, FOLLOWING AN ORDER BY GOVERNOR NORTHAM TO CLOSE ALL STATE FACILITIES ON THE HAMPTON ROADS PENINSULA IN RESPONSE TO THE COVID-19 PANDEMIC. THE FOUNDATION'S MUSEUMS RE-OPENED TO THE PUBLIC ON JUNE 24, 2020, WITH EXTENSIVE SAFETY PROTOCOLS IN PLACE. ANNUAL FUND IN FISCAL YEAR 2020, THE ANNUAL FUND RAISED $879,846.IN CASH AND IN-KIND GIFTS. GIFTS TO THE ANNUAL FUND PROVIDE UNRESTRICTED SUPPORT THAT HELPS SUSTAIN THE FOUNDATION'S MUSEUMS AND EDUCATION PROGRAMS, INCLUDING ARTIFACT ACQUISITION, LIVING-HISTORY INTERPRETATION WITHIN THE OUTDOOR EXHIBITS, FIELD TRIPS, AND CLASSROOM OUTREACHFURTHERING 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, 2020 AMOUNTED TO $19.3 MILLION. FOR THE FISCAL YEAR 2020, THE ENDOWMENTS' EXPENDABLE EARNINGS WERE USED TO SUPPORT CORE PUBLIC AND STRUCTURED EDUCATION PROGRAM AREAS INCLUDING INTERPRETATION, MARITIME EDUCATION, OUTREACH EDUCATION, SPECIAL EXHIBITIONS, AND ARTIFACT ACQUISITION.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,335,741TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
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Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
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Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
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Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
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Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document24IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7572537216PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 3605AddressLine1Txt
CityWILLIAMSBURGCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23187ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
PHILIP G EMERSON - ENDED 1220
EXECUTIVE DIRECTOR40.00Yes (X)$0$362,115$63,849
CAROLYN S ABBITT
BOARD MEMBER1.00$0$0$0Yes (X)
BENTLEY R ANDREWS
BOARD MEMBER1.00$0$0$0Yes (X)
GORDON C ANGLES - ENDED 620
BOARD MEMBER1.00$0$0$0Yes (X)
HUNTER A APPLEWHITE
BOARD MEMBER1.00$0$0$0Yes (X)
MRS TJ CARDWELL
BOARD MEMBER1.00$0$0$0Yes (X)
HELEN ZADARLIK COUSINS
BOARD MEMBER1.00$0$0$0Yes (X)
M KIRKLAND COX
BOARD MEMBER1.00$0$0$0Yes (X)
KEITH B DUBOIS
BOARD MEMBER1.00$0$0$0Yes (X)
R ALLAN FINGER
BOARD MEMBER1.00$0$0$0Yes (X)
TERRY E HALL
BOARD MEMBER1.00$0$0$0Yes (X)
HERBERT V KELLY JR
BOARD MEMBER1.00$0$0$0Yes (X)
JAMES W RAWLES JR
BOARD MEMBER1.00$0$0$0Yes (X)
BRIAN K SKINNER
BOARD MEMBER1.00$0$0$0Yes (X)
ALEXIS N SWANN
BOARD MEMBER1.00$0$0$0Yes (X)
THOMAS H TULLIDGE JR
BOARD MEMBER1.00$0$0$0Yes (X)
VICTORIA L VASQUES
BOARD MEMBER1.00$0$0$0Yes (X)
H A WILSON III-ENDED 620
BOARD MEMBER1.00$0$0$0Yes (X)
DONNA P CHAPMAN
BOARD MEMBER1.00$0$0$0Yes (X)
CHRISTY S COLEMAN-STARTED 120
EXECUTIVE DIRECTOR40.00Yes (X)$0$0$0
CLIFFORD B FLEET - ENDED 120
PRESIDENT2.00Yes (X)$0$0$0Yes (X)
JOHN H HAGER - STARTED 120
VICE PRESIDENT/PRESIDENT1.00Yes (X)$0$0$0Yes (X)
MARI ANN BANKS
SECRETARY1.00Yes (X)$0$0$0Yes (X)
BRIAN T FIELDS
TREASURER1.50Yes (X)$0$0$0Yes (X)
SUE H GERDELMAN
IMMEDIATE PAST PRESIDENT1.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$362,115TotReportableCompRltdOrgAmt
Total Other Compensation$63,849TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,136,174AllOtherContributionsAmt
Noncash Contributions$62,662NoncashContributionsAmt
Total Contributions$2,136,174TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescPROGRAM REVENUESDesc
Business900099BusinessCd
Total Revenue Column$6,817TotalRevenueColumnAmt
Related Or Exempt Func Income$6,817RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$6,817TotalProgramServiceRevenueAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$179,999SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$247,134SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$67,135SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$67,135TotalRevenueColumnAmt
Exclusion-$67,135ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,075,856TotalRevenueColumnAmt
Related Or Exempt Func Income$6,817RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion-$67,135ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$231,271TotalAmt
Program Services$231,271ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$778,199TotalAmt
Program Services$64,099ProgramServicesAmt
Management And General$416,914ManagementAndGeneralAmt
Fundraising$297,186FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$670TotalAmt
Management And General$670ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$17,337TotalAmt
Management And General$17,337ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$86,136TotalAmt
Program Services$76,721ProgramServicesAmt
Management And General$9,415ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$41,827TotalAmt
Program Services$6,505ProgramServicesAmt
Management And General$17,981ManagementAndGeneralAmt
Fundraising$17,341FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,339TotalAmt
Management And General$4,881ManagementAndGeneralAmt
Fundraising$458FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$16,674TotalAmt
Program Services$2,311ProgramServicesAmt
Management And General$14,363ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
EVENTS AND EXHIBIT EXPE$914,589$914,589
FUNDRAISING$94,822$94,822
OTHER EXPENSES$77,305$39,850$17,260$20,195
AWARDS AND INCENTIVES$6,822$395$1,141$5,286

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,270,991TotalAmt
Program Services$1,335,741ProgramServicesAmt
Management And General$507,042ManagementAndGeneralAmt
Fundraising$428,208FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$539,297BOYAmt
EOY$506,428EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$881,345BOYAmt
EOY$817,875EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,088BOYAmt
EOY$325EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$18,903,984BOYAmt
EOY$19,748,855EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$20,326,714BOYAmt
EOY$21,073,483EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$578,071BOYAmt
EOY$427,970EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$578,071BOYAmt
EOY$427,970EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$11,076,856BOYAmt
EOY$12,142,018EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$8,671,787BOYAmt
EOY$8,503,495EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$19,748,643BOYAmt
EOY$20,645,513EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,326,714BOYAmt
EOY$21,073,483EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$195,135ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,092,005NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,194,896CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,095,294CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,444,249CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,628,698CurrentTaxYearMinus1YearAmt
Current Tax Year$2,136,174CurrentTaxYearAmt
Total$9,499,311TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,194,896CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,095,294CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,444,249CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,628,698CurrentTaxYearMinus1YearAmt
Current Tax Year$2,136,174CurrentTaxYearAmt
Total$9,499,311TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$982,976SubstantialContributorsTotAmt
Public Support Total170$8,516,335PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$184,019CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$55,697CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$822,838CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$230,873CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$1,293,427TotalAmt
FieldValueIRS element (for citing)
Total Support$10,792,738TotalSupportAmt
Public Support CY1700.78910PublicSupportCY170Pct
Public Support PY1700.80190PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,402,637BeginningYearBalanceAmt
Contributions$578,998ContributionsAmt
Investment Earnings Or Losses$1,024,870InvestmentEarningsOrLossesAmt
Other Expenditures$460,973OtherExpendituresAmt
End Year Balance$15,545,532EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,424,849BeginningYearBalanceAmt
Investment Earnings Or Losses$470,032InvestmentEarningsOrLossesAmt
Other Expenditures$492,244OtherExpendituresAmt
End Year Balance$14,402,637EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,648,171BeginningYearBalanceAmt
Contributions$25,000ContributionsAmt
Investment Earnings Or Losses$1,204,904InvestmentEarningsOrLossesAmt
Other Expenditures$453,226OtherExpendituresAmt
End Year Balance$14,424,849EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,292,968BeginningYearBalanceAmt
Contributions$6,317ContributionsAmt
Investment Earnings Or Losses$1,796,380InvestmentEarningsOrLossesAmt
Other Expenditures$447,494OtherExpendituresAmt
End Year Balance$13,648,171EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,250,929BeginningYearBalanceAmt
Investment Earnings Or Losses-$454,757InvestmentEarningsOrLossesAmt
Other Expenditures$503,204OtherExpendituresAmt
End Year Balance$12,292,968EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.56120BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.29940PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.13940TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescMULTI-ASSET FUNDDesc
Book Value$19,748,855BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$19,748,855TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,167,861TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,092,005NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,092,005RevenueNotReportedAmt
Revenue Subtotal$2,075,856RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,075,856TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,270,991TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,270,991ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,270,991TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 $15.5 MILLION AS OF JUNE 30, 2020. FOR FISCAL YEAR ENDING JUNE 30, 2020, 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.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1COMMONWEALTH OF VA JAMESTOWN YORKTOWN FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1607AddressLine1Txt
CityWILLIAMSBURGCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23185ZIPCd
FieldValueIRS element (for citing)
Recipient EIN546022061RecipientEIN
IRC Section115(1)IRCSectionDesc
Cash Grant$231,271CashGrantAmt
Purpose Of GrantEDUCATION PROGRAMS FOR MUSEUM VISITORS AND STATEWIDE OUTREACH TO STUDENTSPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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 J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonPHILIP G EMERSON - ENDED 1220PersonNm
TitleEXECUTIVE DIRECTORTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$362,115CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$36,597DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$27,252NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$425,964TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$400NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$4,250NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$50,600NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$7,412NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE DRAFT 990 IS REVIEWED BY THREE MEMBERS OF OUR BOARD WHO SERVE AS THE AUDIT SUBCOMMITTEE 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 12CEACH 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 19THE 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
JAMESTOWN YORKTOWN FOUNDATION AGENCY OF THE COMMONWEALTH OF VA
PO BOX 1607WILLIAMSBURGVA23187546022061THE FOUNDATION'S FUNCTIONS ARE PERFORMED BY STATE EMPLOYEESVA115(1)0
JAMESTOWN YORKTOWN COMMEMORATION
PO BOX 1607WILLIAMSBURGVA23187814434048SUPPORTING A LEGACY EXHIBIT TAKING PLACE WITHIN THE COMMEMORATIONVA115(1)0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
COMMONWEALTH OF VIRGINIA JAMESTOWN-YORKTOWN COMMEMORATION
B$231,271ACTUAL AMOUNT OF CASH RECEIVED
COMMONWEALTH OF VIRGINIA
O$574,520ACTUAL CASH AMOUNT REIMBURSED
COMMONWEALTH OF VIRGINIA
R$392,908PURCHASE PRICE

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