2018-02-16T08:38:21-06:00 2017-06-30 560747981 DIXON HUGHES GOODMAN LLP 701 TOWN CENTER DRIVE SUITE 700 NEWPORT NEWS VA 236064295 990 2016-07-01 311618642 JAMESTOWN-YORKTOWN FOUNDATION INC JAME 7572537216 PO BOX 3605 WILLIAMSBURG VA 23187 PHILIP EMERSON EXECUTIVE DIRECTOR 7572537216 2018-02-13 1 LESLIE F ROBERTS P00040492 7578731033 204.15.98.225 2018-02-13 18:23:23 ES P D48672C31E75143E4FADF3756485910B10744D11 67D05ACE9CD00B075C02E0B2DAFC60A56B5AB8E5 2016 2021-01-29 14:40:06Z PHILIP EMERSON PO BOX 3605 WILLIAMSBURG VA 23187 4903478 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 1191746 3087531 12154 11804 778500 748894 8384 7763 1990784 3855992 227117 215257 0 0 0 0 0 0 478782 1710891 2608508 1938008 2823765 52776 1032227 18904792 20551721 867476 634693 18037316 19917028 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 1481581 132353 11804 VISITOR EXPERIENCE - JAMESTOWN SETTLEMENT AND THE RECENTLY-COMPLETED 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 567,094 PAID VISITORS TO OUR MUSEUMS IN 2016. SPECIAL EXHIBITIONS AND THEMED PROGRAMS AND 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 "BARTERING FOR A CONTINENT: HOW ANGLO-INDIAN TRADE SHAPED AMERICA," WHICH WAS OPEN TO THE PUBLIC FROM JUNE 4, 2016 THROUGH DECEMBER 10, 2016. EXHIBITION VISITORS DISCOVERED THE IMPORTANCE OF TRADE BETWEEN AMERICAN INDIANS AND ENGLISH COLONISTS, FROM THE FOUNDING OF JAMESTOWN THROUGH THE AMERICAN REVOLUTION, AND THE ROLE OF VIRGINIA IN THE DEVELOPMENT OF A NEW WORLD OF EXCHANGE IN GOODS AND COMMODITIES IN NORTH AMERICA. PRIVATE DONATIONS TO THE ANNUAL FUND ALSO HELPED TO UNDERWRITE SPECIAL EVENTS AND THEME MONTHS HELD THROUGHOUT THE 2016-2017 YEAR AT BOTH JAMESTOWN SETTLEMENT AND THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN, INCLUDING "LIBERTY CELEBRATION," "AMERICAN INDIAN INTERTRIBAL POWWOW," "YORKTOWN VICTORY CELEBRATION," A "REVOLUTIONARY WAR LECTURE SERIES," "FOODS & FEASTS OF COLONIAL VIRGINIA," "A COLONIAL CHRISTMAS," "MILITARY THROUGH THE AGES," "JAMESTOWN DAY, AND AN "HISTORIC TRADES FAIR." 182230 82904 EDUCATIONAL PROGRAMS - DURING THE 2016-2017 ACADEMIC YEAR, JAMESTOWN-YORKTOWN FOUNDATION PROGRAMS SERVED 290,741 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 THOUSANDS OF VIRGINIA SCHOOLCHILDREN LIVING IN UNDERSERVED DISTRICTS: 2,155 WERE ABLE TO TAKE PART IN A FIELD TRIP TO ONE OF OUR MUSEUMS AND 3,904 WERE ABLE TO PARTICIPATE IN AN OUTREACH EDUCATION PROGRAM IN THEIR CLASSROOM, ALL AT NO COST TO THEM, THEIR TEACHERS, OR THEIR SCHOOLS. NEWLY-LAUNCHED "DIG DEEPER" PROGRAMS NOW OFFER STUDENTS PARTICIPATING IN STRUCTURED PROGRAMS AT BOTH MUSEUMS MORE OPPORTUNITIES TO ACQUIRE SKILLS IN COOPERATIVE LEARNING, CRITICAL THINKING, AND PROBLEM SOLVING, WITH A FOCUS ON PROJECT-BASED LEARNING. THE FOUNDATION IS REINVIGORATING ITS ONLINE LEARNING CENTER, WHICH INCLUDES DIGITAL RESOURCES LIKE CURRICULA, LESSON PLANS, VIDEOS, ESSAYS, AND IMAGES FOR STUDENTS AND TEACHERS AVAILABLE ON HISTORYISFUN.ORG. TOTAL WEB VISITS FOR CALENDAR YEAR 2016 TOTALED MORE THAN 1.7 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. 250448 COLLECTIONS - THE JAMESTOWN-YORKTOWN FOUNDATION COLLECTION CONTAINS 210,379 ARCHAEOLOGICAL AND NON-ARCHAEOLOGICAL ARTIFACTS. THANKS TO PRIVATE FUNDS, SEVEN OBJECTS WERE ACQUIRED DURING FISCAL YEAR 2017 FOR THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN'S GALLERIES, BRINGING THE TOTAL OBJECTS EXHIBITED AT THE MUSEUM TO NEARLY 500. AMONG THE OBJECTS ACQUIRED WAS AN 18TH-CENTURY VIRGINIA LONG RIFLE, AN ICONIC FIREARM OF THE AMERICAN REVOLUTION. TWO ARTIFACTS WERE ALSO ACQUIRED TO ENHANCE THE COLLECTION AT JAMESTOWN SETTLEMENT. 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. AMERICAN REVOLUTION MUSUEM AT YORKTOWN - DURING THE 2016-2017 FISCAL YEAR, THE JAMESTOWN-YORKTOWN FOUNDATION REALIZED ITS VISION OF REPLACING THE AGING YORKTOWN VICTORY CENTER WITH THE NEW AMERICAN REVOLUTION MUSEUM AT YORKTOWN. AFTER SIX YEARS OF CONSTRUCTION, THE MUSEUM'S PERMANENT GALLERIES DEBUTED IN OCTOBER 2016, AND THE FOUNDATION CELEBRATED THE FINALIZED MUSEUM'S GRAND OPENING IN MARCH AND APRIL 2017, WHICH INCLUDED THE COMPLETED OUTDOOR LIVING-HISTORY CONTINENTAL ARMY ENCAMPMENT AND REVOLUTION-ERA FARM. BY ITS COMPLETION ON JULY 31, 2017, THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN CAMPAIGN FOR SUPPORT HAD RAISED $16.8 MILLION IN SUPPORT OF THE NEW MUSEUM'S GALLERY EXHIBITS, OUTDOOR EXHIBITS, AND EDUCATIONAL RESOURCES, AS WELL AS THE ANNUAL FUND. BEYOND THE GRAND OPENING, THE FOUNDATION BEGAN PRESENTING ITS SERIES OF SPECIAL EXHIBITIONS IN THE NEW MUSEUM'S SPECIAL EXHIBITION GALLERY, BEGINNING WITH "AFTERWARD: THE REVOLUTIONARY VETERANS WHO BUILT AMERICA," WHICH RAN JUNE 10 THROUGH NOVEMBER 27, 2017. "AFTERWARD" 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. NEW EDUCATIONAL INITIATIVES, INCLUDING DISTANCE LEARNING AND EXPANDED DIGITAL RESOURCES ARE BEING LAUNCHED OVER THE NEXT SEVERAL YEARS, REINFORCING THE FOUNDATION'S AWARD-WINNING ON-SITE AND OUTREACH PROGRAMS TO EXPAND ITS EDUCATIONAL MISSION. ANNUAL FUND - IN FISCAL YEAR 2017, THE ANNUAL FUND RAISED $871,735 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 OUTREACH-FURTHERING THE FOUNDATION'S EDUCATIONAL MISSION.ENDOWMENT - THE JAMESTOWN-YORKTOWN FOUNDATION, INC., MANAGES ENDOWED ASSETS THAT BENEFIT THE JAMESTOWN-YORKTOWN FOUNDATION'S MUSEUMS AND EDUCATIONAL PROGRAMS. AS OF JUNE 30, 2017, THE ENDOWMENT AMOUNTED TO $17.5 MILLION. FOR FISCAL YEAR 2017, 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. 1914259 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 20 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 LINDA T BAKER BOARD MEMBER 1.00 X 0 0 0 CHARLES A BANKS III BOARD MEMBER 1.00 X 0 0 0 JOHN F BIAGAS BOARD MEMBER 1.00 X 0 0 0 TJ CARDWELL BOARD MEMBER 1.00 X 0 0 0 H BENSON DENDY III BOARD MEMBER 1.00 X 0 0 0 WILLIAM B DOWNEY BOARD MEMBER 1.00 X 0 0 0 KEITH 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 PHILIP G EMERSON EXECUTIVE DIRECTOR 40.00 X 0 255006 22296 J JEFFREY LUNSFORD DEPUTY EXECUTIVE DIRECTOR 40.00 X 0 170718 15300 0 425724 37596 0 0 1 0 0 10470 3077061 42800 3087531 PROGRAM REVENUES 900099 11804 11804 11804 55697 55697 1740683 1047486 693197 693197 693197 7763 10470 0 7763 7763 3855992 11804 0 756657 215257 215257 639397 53488 318467 267442 16500 16500 280012 221193 31556 27263 90049 14363 46001 29685 5516 3845 1671 14355 14355 EVENTS & EXHIBITS 1157172 1157172 ACQUISITIONS 250448 250448 FUNDRAISING 152721 152721 AWARDS AND INCENTIVES 2338 2338 2823765 1914259 430724 478782 2561056 1816225 1408656 1678036 0 326000 1788 1788 118861 118861 0 0 14933292 16729672 18904792 20551721 795565 634693 71911 0 867476 634693 X 9032279 10441450 4419420 4889961 4585617 4585617 18037316 19917028 18904792 20551721 X 1032227 1047485 -200000 X X 0 1 X 1 0 X 2502560 2045559 2441873 1194896 3095294 11280182 2502560 2045559 2441873 1194896 3095294 11280182 342304 10937878 208850 210932 187762 184019 55697 847260 12127442 58775 0.90190 0.87060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 12292968 6317 1796380 447494 13648171 13250929 -454757 503204 12292968 13812461 -87745 473787 13250929 12426254 1879097 492890 13812461 11196039 1612006 381791 12426254 0.52330 0.33600 0.14070 0 0 118861 118861 0 0 MULTI-ASSET FUND 16729672 F 16729672 X 4903478 1047486 1047486 3855992 0 3855992 3023766 1 200000 200001 2823765 0 2823765 PART III, LINE 1A: 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 YORKTOWN VICTORY 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 HAS BEEN APPROVED BY THE COMMONWEALTH WHEREBY, PROCEEDS GENERATED FROM THE SALE OF COLLECTION ITEMS ARE TO BE USED TO ACQUIRE NEW ITEMS. DURING 2017 AND 2016, COLLECTIONS IN THE AMOUNT OF $250,448 AND $284,680, RESPECTIVELY, WERE PURCHASED BY THE FOUNDATION AND INCLUDED IN PROGRAM SERVICES EXPENSE. THERE WERE NO SALES DURING 2017 AND 2016. DURING 2016, THE FOUNDATION RECEIVED A GIFT OF ARTIFACTS THAT WERE VALUED AT $500,000 THAT THEY TURNED OVER TO THE COMMONWEALTH OF VIRGINIA. PART V, LINE 4: THE JAMESTOWN-YORKTOWN FOUNDATION'S ENDOWMENT WAS CREATED IN 1982 TO HELP ENSURE FUTURE FISCAL STABILITY. THE ENDOWMENT AMOUNTED TO $12 MILLION AS OF JUNE 30, 2017. FOR FISCAL YEAR 2017, 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. JAZZ ON THE JAMES 18233 10470 7763 18233 10470 7763 7763 1 JAMESTOWN YORKTOWN FOUNDATION AN AGENCY OF THE COMMONWEALTH OF VIRGINIA PO BOX 1607 WILLIAMSBURG VA 23187 546022061 115(1) 215257 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 255006 0 0 0 0 0 0 0 22296 0 277302 0 0 J JEFFREY LUNSFORD DEPUTY EXECUTIVE DIRECTOR 0 170718 0 0 0 0 0 0 0 15300 0 186018 0 0 X 830 FAIR MARKET VALUE X 3520 FAIR MARKET VALUE X 1879 FAIR MARKET VALUE X 140 FAIR MARKET VALUE X 32 X LANDSCAPINGA AT ARMY 1 22782 FAIR MARKET VALUE X DISC ON COST MATHEWS SOCIETY DINNER 1 5000 FAIR MARKET VALUE X JAZZ ON THE JAMES RECEPTION 1 3851 FAIR MARKET VALUE X RADIO ADS ON TYDE 1 2500 FAIR MARKET VALUE X HISTORIC WALKING WHEEL FOR FARM USE 1 1000 FAIR MARKET VALUE X 97 BONE NEEDLES, 50 BONE FISHOOKS 1 973 FAIR MARKET VALUE X 7BTIS 1 243 FAIR MARKET VALUE X POTTING SOIL 1 50 FAIR MARKET VALUE X 20 LBS HAND PICKED COTTON 1 1 FAIR MARKET VALUE X BRUSH FOR THE ENCAMPMENT 1 1 FAIR MARKET VALUE X MARQUIS LAFAYETTE PISTOLS 2 0 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 XI, LINE 9: LOSS ON UNCOLLECTABLE PROMISES TO GIVE -200,000. 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) LINE 6 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) LINE 10 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 636630 ACTUAL CASH AMOUNT REIMBURSED COMMONWEALTH OF VIRGINIA R 250448 PURCHASE PRICE COMMONWEALTH OF VIRGINIA - JAMESTOWN YORKTOWN COMMEMORATION C 200000 ACTUAL AMOUNT OF CASH RECEIVED PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME OF RELATED ORGANIZATION: JAMESTOWN-YORKTOWN COMMEMORATIONS PRIMARY ACTIVITY: SUPPORTING A LEGACY EXHIBIT TAKING PLACE WITHIN THE COMMEMORATION EFFORTS