2021-02-10T17:29:54-06:00 2020-06-30 541631262 KEITERSTEPHENSHURSTGARY & SHREAVESPC PO BOX 32066 RICHMOND VA 232942066 990 2019-07-01 311618642 JAMESTOWN-YORKTOWN FOUNDATION INC JAME 7572537216 PO BOX 3605 WILLIAMSBURG VA 23187 CHRISTY S COLEMAN EXECUTIVE DIRECTOR 7572537216 2021-02-10 1 JAYME MIKA P00852731 8047470000 2019 2022-09-23 18:48:47Z CHRISTY S COLEMAN PO BOX 3605 WILLIAMSBURG VA 23187 2322990 0 X WWW.HISTORYISFUN.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 AND YORKTOWN VICTORY CENTER MUSEUMS. THE ORGANIZATION RECEIVES CHARITABLE GIFTS AND DONATIONS FOR THE BENEFIT OF THE FOUNDATION. 22 22 0 22 0 0 1628698 2136174 12469 6817 1154030 -67135 -5397 0 2789800 2075856 277597 231271 0 0 0 0 0 0 428208 2591350 2039720 2868947 2270991 -79147 -195135 20326714 21073483 578071 427970 19748643 20645513 X 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. 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. 0 0 725316 231271 6817 VISITOR 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." 215388 EDUCATIONAL 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. 395037 COLLECTIONS - 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. JAMESTOWN 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. 1335741 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 1 0 0 0 0 1 0 0 0 1 24 0 1 0 1 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 1 1 0 0 0 VA MD PA MA X X THE ORGANIZATION 7572537216 PO BOX 3605 WILLIAMSBURG VA 23187 PHILIP G EMERSON - ENDED 1220 EXECUTIVE DIRECTOR 40.00 X 0 362115 63849 CAROLYN S ABBITT BOARD MEMBER 1.00 X 0 0 0 BENTLEY R ANDREWS BOARD MEMBER 1.00 X 0 0 0 GORDON C ANGLES - ENDED 620 BOARD MEMBER 1.00 X 0 0 0 HUNTER A APPLEWHITE BOARD MEMBER 1.00 X 0 0 0 MRS TJ CARDWELL BOARD MEMBER 1.00 X 0 0 0 HELEN ZADARLIK COUSINS BOARD MEMBER 1.00 X 0 0 0 M KIRKLAND COX BOARD MEMBER 1.00 X 0 0 0 KEITH B DUBOIS BOARD MEMBER 1.00 X 0 0 0 R ALLAN FINGER BOARD MEMBER 1.00 X 0 0 0 TERRY E HALL BOARD MEMBER 1.00 X 0 0 0 HERBERT V KELLY JR BOARD MEMBER 1.00 X 0 0 0 JAMES W RAWLES JR BOARD MEMBER 1.00 X 0 0 0 BRIAN K SKINNER BOARD MEMBER 1.00 X 0 0 0 ALEXIS N SWANN BOARD MEMBER 1.00 X 0 0 0 THOMAS H TULLIDGE JR BOARD MEMBER 1.00 X 0 0 0 VICTORIA L VASQUES BOARD MEMBER 1.00 X 0 0 0 H A WILSON III-ENDED 620 BOARD MEMBER 1.00 X 0 0 0 DONNA P CHAPMAN BOARD MEMBER 1.00 X 0 0 0 CHRISTY S COLEMAN-STARTED 120 EXECUTIVE DIRECTOR 40.00 X 0 0 0 CLIFFORD B FLEET - ENDED 120 PRESIDENT 2.00 X X 0 0 0 JOHN H HAGER - STARTED 120 VICE PRESIDENT/PRESIDENT 1.00 X X 0 0 0 MARI ANN BANKS SECRETARY 1.00 X X 0 0 0 BRIAN T FIELDS TREASURER 1.50 X X 0 0 0 SUE H GERDELMAN IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 0 362115 63849 0 0 1 0 0 2136174 62662 2136174 PROGRAM REVENUES 900099 6817 6817 6817 179999 247134 -67135 -67135 -67135 2075856 6817 0 -67135 231271 231271 778199 64099 416914 297186 670 670 17337 17337 86136 76721 9415 41827 6505 17981 17341 5339 4881 458 16674 2311 14363 EVENTS AND EXHIBIT EXPE 914589 914589 FUNDRAISING 94822 94822 OTHER EXPENSES 77305 39850 20195 17260 AWARDS AND INCENTIVES 6822 395 5286 1141 2270991 1335741 507042 428208 539297 506428 881345 817875 2088 325 18903984 19748855 20326714 21073483 578071 427970 578071 427970 X 11076856 12142018 8671787 8503495 19748643 20645513 20326714 21073483 -195135 1092005 0 X 0 1 X 1 0 X 1194896 3095294 1444249 1628698 2136174 9499311 1194896 3095294 1444249 1628698 2136174 9499311 982976 8516335 184019 55697 822838 230873 0 1293427 10792738 0.78910 0.80190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 14402637 578998 1024870 460973 15545532 14424849 470032 492244 14402637 13648171 25000 1204904 453226 14424849 12292968 6317 1796380 447494 13648171 13250929 -454757 503204 12292968 0.56120 0.29940 0.13940 0 0 0 MULTI-ASSET FUND 19748855 C 19748855 X 3167861 1092005 1092005 2075856 0 2075856 2270991 0 2270991 0 2270991 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. 1 COMMONWEALTH OF VA JAMESTOWN YORKTOWN FOUNDATION PO BOX 1607 WILLIAMSBURG VA 23185 546022061 115(1) 231271 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 PHILIP G EMERSON - ENDED 1220 EXECUTIVE DIRECTOR 0 362115 0 0 0 0 0 36597 0 27252 0 425964 0 0 X 400 FAIR MARKET VALUE X 4250 FAIR MARKET VALUE X 1 50600 FAIR MARKET VALUE X 6 7412 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 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 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. 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 JAMESTOWN YORKTOWN COMMEMORATION PO BOX 1607 WILLIAMSBURG VA 23187 814434048 SUPPORTING A LEGACY EXHIBIT TAKING PLACE WITHIN THE COMMEMORATION 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 JAMESTOWN-YORKTOWN COMMEMORATION B 231271 ACTUAL AMOUNT OF CASH RECEIVED COMMONWEALTH OF VIRGINIA O 574520 ACTUAL CASH AMOUNT REIMBURSED COMMONWEALTH OF VIRGINIA R 392908 PURCHASE PRICE