2019-02-01T12:51:29-06:00 2018-06-30 540504608 BROWN EDWARDS & COMPANY LLP 701 TOWN CENTER DRIVE NEWPORT NEWS VA 23606 990 2017-07-01 311618642 JAMESTOWN-YORKTOWN FOUNDATION INC JAME 7572537216 PO BOX 3605 WILLIAMSBURG VA 23187 PHILIP EMERSON EXECUTIVE DIRECTOR 7572537216 2019-01-31 1 SUSAN ACKLEY P00025524 7578731033 2019-01-29 206.248.228.130 2019-01-31 12:12:30 ES P 7E102441EB3EF4230DB0EE202353A973F40DC8D1 D0156BD46B4B1FE921C9503B1D7FFBF99E37DBAB 2017 2019-02-21 02:37:17Z PHILIP EMERSON PO BOX 3605 WILLIAMSBURG VA 23187 4287320 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 YORKTOWN VICTORY CENTER. 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. 23 23 0 23 0 0 3087531 1436498 11804 11061 748894 2449944 7763 -6440 3855992 3891063 215257 236924 0 0 0 0 0 0 480865 2608508 1814339 2823765 2051263 1032227 1839800 20551721 21244265 634693 732477 19917028 20511788 X THE JAMESTOWN-YORKTOWN FOUNDATION, AN EDUCATIONAL INSTITUTION OF THE COMMONWEALTH OF VIRGINIA, SHALL FOSTER THROUGH ITS LIVING-HISTORY MUSEUMS- JAMESTOWN SETTLEMENT AND THE YORKTOWN VICTORY CENTER- 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 807125 132353 11061 VISITOR EXPERIENCE - JAMESTOWN SETTLEMENT AND THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN SERVE AS LEADING CENTERS OF EDUCATION AND TOURISM. THROUGH NATIONALLY RECOGNIZED LIVING-HISTORY PROGRAMS AND MUSEUM GALLERIES, THEY 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. SPECIAL EXHIBITIONS AND THEMED PROGRAMS AND EVENTS OFFER OPPORTUNITIES TO EXPLORE TOPICS IN GREATER DEPTH. 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 610,844 PAID VISITORS TO OUR MUSEUMS IN 2017. SPECIAL EXHIBITIONS, THEMED PROGRAMS, AND SPECIAL EVENTS CONSTITUTED AN INTEGRAL PART OF THAT VISITOR EXPERIENCE. THE FOUNDATION, INC., CONTINUED TO CULTIVATE DONORS AND EXPAND FUNDING FOR JAMESTOWN SETTLEMENT'S SUCCESSFUL PROGRAM OF SPECIAL EXHIBITIONS, INCLUDING "POCAHONTAS IMAGINED," WHICH WAS OPEN TO THE PUBLIC FROM JULY 15, 2017 THROUGH JANUARY 28, 2018. THE IMMERSIVE EXHIBIT FEATURED ARTWORK INSPIRED BY POCAHONTAS, HER LIKENESS AND PORTRAYAL SHOWN THROUGH A VARIETY OF MEDIA, AS WELL AS MEMORABILIA, ADVERTISEMENTS, AND INTERACTIVE EXPERIENCES. AT THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN, THE INAUGURAL SPECIAL EXHIBITION --"AFTERWARD: THE REVOLUTIONARY VETERANS WHO BUILT AMERICA" -- CHRONICLED THE POST-WAR LIVES OF VETERANS OF THE SIEGE OF YORKTOWN, INCLUDING HENRY KNOX, ALEXANDER HAMILTON, JAMES LAFAYETTE, THE MARQUIS DE LAFAYETTE, GEORGE WASHINGTON AND CHARLES CORNWALLIS, AS WELL AS LESSER-KNOWN VETERANS. RUNNING JUNE 10, 2017 THROUGH NOVEMBER 27, 2017, THE EXHIBIT ENCOURAGED VISITORS TO MAKE CONNECTIONS WITH LIVES OF SOLDIERS AND VETERANS BOTH PAST AND PRESENT THROUGH ARTIFACTS, PORTRAITS, AND INTERACTIVE ELEMENTS. NEAR THE CONCLUSION OF THE FISCAL YEAR, "BLAST FROM THE PAST: ARTILLERY IN THE WAR OF INDEPENDENCE" OPENED ON JUNE 10, 2018 AND FEATURES ARTILLERY USED ON ALL FRONTS OF THE AMERICAN REVOLUTION BY THE AMERICAN, FRENCH, AND BRITISH FORCES. IT WELCOMES VISITORS TO EXPLORE A RANGE OF TOPICS FROM INNOVATIONS IN ARTILLERY DESIGN AND TECHNOLOGY TO THE INDIVIDUAL ROLES OF AN ARTILLERY CREW. SPECIAL EVENTS HELD THROUGHOUT THE 2017-2018 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," "POCAHONTAS IMAGINED" LECTURE SERIES, "AFTERWARD" LECTURE SERIES AND ARTISTIC PROGRAMMING, "FAMILY FRIGHTS AT JAMESTOWN SETTLEMENT," "FOODS & FEASTS OF COLONIAL VIRGINIA," "A COLONIAL CHRISTMAS," "MILITARY THROUGH THE AGES," "AN AFTERNOON OF CULTURAL CUISINE, AND "JAMESTOWN DAY." 107938 EDUCATIONAL PROGRAMS - DURING THE 2017-2018 ACADEMIC YEAR, JAMESTOWN-YORKTOWN FOUNDATION PROGRAMS SERVED 290,136 STUDENTS THROUGH HANDS-ON SESSIONS AND GUIDED TOURS AT BOTH MUSEUMS AND IN OUTREACH SETTINGS. PRIVATE GRANTS AND DONATIONS MADE THROUGH THE FOUNDATION, INC., MADE THE CRITICAL DIFFERENCE TO 7,665 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. OVER THE PAST YEAR, SIX NEW AMERICAN REVOLUTION MUSEUM AT YORKTOWN ON-SITE AND OUTREACH EDUCATION PROGRAMS WERE DEVELOPED AND OFFERED TO STUDENTS. DEBUTING THIS FALL 2018, A NEWLY DESIGNED ONLINE LEARNING CENTER WILL BE HOUSED ON THE "LEARN" SECTION OF HISTORYISFUN.ORG WITH WAYS TO SEARCH AND FILTER ESSAYS, VIDEOS, LESSON PLANS, AND MORE RESOURCES FOR TEACHERS, STUDENTS, AND PARENTS. TOTAL WEB VISITS FOR CALENDAR YEAR 2017 TOTALED MORE THAN 2.1 MILLION. WHETHER IN PERSON OR ONLINE, THE FOUNDATION'S EDUCATION PROGRAMS CONTINUE TO SUPPORT AND ASSIST TEACHERS IN MEETING VIRGINIA'S STANDARDS OF LEARNING AND HAVE BEEN ENDORSED BY THE NATIONAL COUNCIL FOR THE SOCIAL STUDIES, THE NATION'S LEADING ASSOCIATION OF SOCIAL STUDIES EDUCATORS. 220378 104571 COLLECTIONS - THE JAMESTOWN-YORKTOWN FOUNDATION COLLECTION CONTAINS 210,390 ARCHAEOLOGICAL AND NON-ARCHAEOLOGICAL ARTIFACTS. THANKS TO PRIVATE FUNDS, 18 OBJECTS WERE ACQUIRED DURING FISCAL YEAR 2018: SIX FOR THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN'S GALLERIES, AND TWELVE TO ENHANCE THE COLLECTION AT JAMESTOWN SETTLEMENT. AMONG THE OBJECTS ACQUIRED WAS A 16TH CENTURY ENGLISH JACK OF PLATE, A MILITARY GARMENT OF THE PERIOD, ONE OF ONLY SIXTEEN KNOWN SURVIVING IN THE WORLD. 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 IS CURRENTLY UNDERWAY. THESE CHANGES WILL 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. IN THE RENEWED GALLERIES, VISITORS WILL EXPLORE NEW HISTORICAL DISCOVERIES IN DYNAMIC EXHIBIT SPACES, ENCOUNTER AN EXPANDED ARTIFACT COLLECTION, ENGAGE WITH STORIES OF THE PEOPLE OF VIRGINIA USING STATE-OF-THE-ART TECHNOLOGY, EXPERIENCE BACON'S REBELLION IN A UNIQUE MULTI-LAYERED PROJECTION THEATER, AND SHARE THEIR OWN THOUGHTS ON THE LEGACIES OF JAMESTOWN. ANNUAL FUND IN FISCAL YEAR ENDING JUNE 30, 2018, THE ANNUAL FUND RAISED $911,902 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, 2018 AMOUNTED TO $14.4 MILLION. FOR FISCAL YEAR 2018, THE ENDOWMENT'S EXPENDABLE EARNINGS WERE USED TO SUPPORT ARTIFACT ACQUISITION AS WELL AS CORE PUBLIC AND STRUCTURED EDUCATION PROGRAM AREAS, INCLUDING THE MARITIME EDUCATION PROGRAM, OUTREACH EDUCATION, AND HISTORICAL INTERPRETATION AT BOTH MUSEUMS, AND SPECIAL EXHIBITIONS AT JAMESTOWN SETTLEMENT. 1135441 1 1 0 0 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 18 0 1 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 1 1 0 0 0 VA MD NY NC PA MA X X THE ORGANIZATION 7572537216 PO BOX 3605 WILLIAMSBURG VA 23187 CLIFFORD B FLEET PRESIDENT 2.00 X X 0 0 0 JOHN H HAGER VICE PRESIDENT 1.00 X X 0 0 0 MARI ANN BANKS SECRETARY 1.00 X X 0 0 0 SUE H GERDELMAN IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 GORDON C ANGLES BOARD MEMBER 1.00 X 0 0 0 HUNTER A APPLEWHITE BOARD MEMBER 1.00 X 0 0 0 CAROLYN S ABBITT BOARD MEMBER 1.00 X 0 0 0 JOHN F BIAGAS BOARD MEMBER 1.00 X 0 0 0 MRS TJ CARDWELL BOARD MEMBER 1.00 X 0 0 0 HELEN Z COUSINS BOARD MEMBER 1.00 X 0 0 0 WILLIAM B DOWNEY BOARD MEMBER 1.00 X 0 0 0 MRSKEITH B DUBOIS BOARD MEMBER 1.00 X 0 0 0 BRIAN T FIELDS TREASURER 1.50 X X 0 0 0 RICHARD ALLAN FINGER BOARD MEMBER 1.00 X 0 0 0 PAMELA W FITZPATRICK 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 DR 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 DR H ALEXANDER WILSON III BOARD MEMBER 1.00 X 0 0 0 BENTLEY R ANDREWS BOARD MEMBER 1.00 X 0 0 0 M KIRKLAND COX BOARD MEMBER 1.00 X 0 0 0 PHILIP G EMERSON EXECUTIVE DIRECTOR 40.00 X 0 267349 24270 0 267349 24270 0 0 1 0 0 7155 1429343 29328 1436498 PROGRAM REVENUES 900099 11061 11061 11061 822838 822838 2009172 382066 1627106 1627106 1627106 7751 7155 14191 -6440 -6440 3891063 11061 0 2443504 X 236924 236924 635831 47253 322020 266558 5050 2075 2975 16500 16500 338905 273592 36861 28452 137766 131253 6513 53119 2541 25891 24687 4946 3982 964 14529 14529 EVENTS & EXHIBITS 334448 334448 FUNDRAISING 155281 155281 ACQUISITIONS 107351 107351 AWARDS AND INCENTIVES 10613 2079 6586 1948 2051263 1135441 434957 480865 1816225 2146597 1678036 1161303 326000 1788 1788 118861 118861 0 0 16729672 17934577 20551721 21244265 634693 732477 634693 732477 X 10441450 11069352 4889961 4831819 4585617 4610617 19917028 20511788 20551721 21244265 1839800 -1245040 0 X X 0 1 X 1 0 X 2045559 2441873 1194896 3095294 1444249 10221871 2045559 2441873 1194896 3095294 1444249 10221871 422528 9799343 210932 187762 184019 55697 822838 1461248 11683119 58304 0.83880 0.90190 X X 0 13648171 25000 1204904 453226 14424849 12292968 6317 1796380 447494 13648171 13250929 -454757 503204 12292968 13812461 -87745 473787 13250929 12426254 1879097 492890 13812461 0.53280 0.31960 0.14760 0 0 118861 118861 0 0 MULTI-ASSET FUND 17934577 F 17934577 X 2660214 -1245040 -1245040 3905254 -14191 -14191 3891063 2065454 0 2065454 -14191 -14191 2051263 PART III, LINE 4: THE FOUNDATION, INC DOES NOT INCLUDE COLLECTIONS OF ART OR HISTORICAL TREASURES IN THE FINANCIAL STATEMENTS SINCE THEY ARE ASSETS OF THE COMMONWEALTH, NOT THE FOUNDATION, INC. THE COLLECTIONS COMPRISE PRIMARILY OF THE FINE ART AND ARTIFACTS AT BOTH THE JAMESTOWN SETTLEMENT AND THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN. THE FOUNDATION, INC. HAS A POLICY THAT HAS BEEN APPROVED BY THE COMMONWEALTH WHEREBY PROCEEDS GENERATED FROM THE SALE OF COLLECTION ITEMS ARE TO 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 $14.4 MILLION AS OF JUNE 30, 2018. FOR FISCAL YEAR ENDING JUNE 30,2018, 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 IS EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. PART XI, LINE 4B - OTHER ADJUSTMENTS: EXPENSES ON SCHEDULE G -14,191. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHEDULE G FUNDRAISING EXPENSES -14,191. ROCK THE DOCK 14906 7155 7751 7674 4350 2167 14906 7155 7751 7674 4350 2167 14191 -6440 1 JAMESTOWN YORKTOWN FOUNDATION AN AGENCY OF THE COMMONWEALTH OF VIRGINIA PO BOX 1607 WILLIAMSBURG VA 23187 546022061 115(1) 236924 EDUCATION PROGRAMS FOR MUSEUM VISITORS AND STATEWIDE OUTREACH STUDENTS PART I, LINE 2: EXPLANATION: THE ORGANIZATION ONLY MAKES GRANTS TO JYF, 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 EXECUTIVE DIRECTOR 0 267349 0 0 0 0 0 0 0 24270 0 291619 0 0 X 261 FAIR MARKET VALUE X 548 FAIR MARKET VALUE X 233 FAIR MARKET VALUE X DISCOUNTS 3 12074 FAIR MARKET VALUE X THE CATERYING COMPANY OF WILLIAMSBURG 6 9390 FAIR MARKET VALUE X REDOUBT MODEL 1 2932 FAIR MARKET VALUE X RADIO ADS ON TYDE 1 2500 FAIR MARKET VALUE X CENTERPIECES 1 520 FAIR MARKET VALUE X CANADIAN RED FOX FURS 2 320 FAIR MARKET VALUE X EAST COAST ENTERTAINMENT 1 250 FAIR MARKET VALUE X GREAT WHEEL 1 200 FAIR MARKET VALUE X ITEMS FOR JAMESTOWN SETTLEMENT 4 50 FAIR MARKET VALUE X 10+ LBS OFR GREENSTONE 1 50 FAIR MARKET VALUE 0 0 0 PART I, LINE 33: THE FOUNDATION DOES NOT INCLUDE COLLECTIONS OF ART AND HISTORICAL TREASURES IN THE FINANCIAL STATEMENTS SINCE THEY ARE ASSETS OF THE COMMONWEALTH, NOT THE FOUNDATION. THESE COLLECTIONS ARE COMPRISED PRIMARILY OF FINE ART AND ARTIFACTS AT BOTH THE JAMESTOWN SETTLEMENT AND THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN. INSURANCE COVERAGE ON COLLECTION ITEMS IS INCLUDED UNDER THE COMMONWEALTH'S BLANKET INSURANCE PROGRAM AT NO EXPENSE TO THE FOUNDATION. DURING 2016, THE FOUNDATION RECEIVED A GIFT OF ARTIFACTS (MARQUIS LAFAYETTE PISTOLS) THAT WERE VALUED AT $500,000 THAT THEY TURNED OVER TO THE COMMONWEALTH OF VIRGINIA. FORM 990, PART VI, SECTION B, LINE 11B EXPLANATION: 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 EXPLANATION: 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 OFFICIAL 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 EXPLANATION: 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 PRINTING SERVICES: PROGRAM SERVICE EXPENSES 4,269. MANAGEMENT AND GENERAL EXPENSES 736. FUNDRAISING EXPENSES 28,452. TOTAL EXPENSES 33,457. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 269,323. MANAGEMENT AND GENERAL EXPENSES 36,125. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 305,448. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. JAMESTOWN YORKTOWN FOUNDATION AN AGENCY OF THE COMMONWEALTH OF VIRGINIA PO BOX 1607 WILLIAMSBURG VA 23187 546022061 THE FOUNDATION'S FUNCTIONS ARE PERFORMED BY STATE EMPLOYEES. VA 115(1) N/A 0 JAMESTOWN YORKTOWN COMMEMORATION PO BOX 1607 WILLIAMSBURG VA 23187 814434048 SUPPORTING A LEGACY EXHIBIT TAKING PLACE WITHIN THE COMMEMORATION VA 115(1) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 COMMONWEALTH OF VIRGINIA O 482888 ACTUAL CASH AMOUNT REIMBURSED COMMONWEALTH OF VIRGINIA R 107938 PURCHASE PRICE COMMONWEALTH OF VIRGINIA - JAMESTOWN YORKTOWN COMMEMORATION C ACTUAL AMOUNT OF CASH RECEIVED