2017-02-09T12:24:55-06:00 2016-06-30 560747981 DIXON HUGHES GOODMAN LLP 701 TOWN CENTER DRIVE SUITE 700 NEWPORT NEWS VA 236064295 990 2015-07-01 311618642 JAMESTOWN-YORKTOWN FOUNDATION INC JAME 7572537216 PO BOX 3605 WILLIAMSBURG VA 23187 PHILIP EMERSON EXECUTIVE DIRECTOR 7572537216 2017-02-01 1 LESLIE F ROBERTS P00040492 7578731033 2015 2021-01-29 14:40:06Z PHILIP EMERSON PO BOX 3605 WILLIAMSBURG VA 23187 3350199 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. 27 27 0 27 0 0 2441873 1191746 12012 12154 1051660 778500 -7039 8384 3498506 1990784 235152 227117 0 0 0 0 0 0 402687 2221577 1710891 2456729 1938008 1041777 52776 19776521 18904792 358724 867476 19417797 18037316 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 508822 132353 12154 VISITOR EXPERIENCE - JAMESTOWN SETTLEMENT AND THE YORKTOWN VICTORY CENTER ARE 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 548,341 PAID VISITORS TO OUR MUSEUMS IN 2015. SPECIAL EXHIBITIONS AND THEMED PROGRAMS AND EVENTS WERE 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 THE YEAR-LONG SPECIAL EXHIBITION "WORKING AND RACING ON THE BAY: THE CHESAPEAKE LOG CANOE" THAT CONTINUED THROUGH SEPTEMBER 8, 2015. "CLAYTON & CATESBY: BOTANICAL VIRGINIA" OPENED DECEMBER 5, 2015 AS A THREE-MONTH EXHIBITION, EXPLORING DOCUMENTATION OF NATIVE PLANTS BY NATURALIST MARK CATESBY AND BOTANIST JOHN CLAYTON IN THE 18TH CENTURY AND THE FLORA OF VIRGINIA PROJECT. IN PARTNERSHIP WITH THE GARDEN CLUB OF VIRGINIA, THE EXHIBITION WAS ACCOMPANIED BY SEVERAL LECTURES AND WORKSHOPS ON THE TOPICS OF NATIVE VIRGINIA PLANTS. "BARTERING FOR A CONTINENT: HOW ANGLO-INDIAN TRADE SHAPED AMERICA," OPENED JUNE 4, 2016 AND CONTINUES THROUGH DECEMBER 10, 2016. EXHIBITION VISITORS DISCOVER 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 YEAR AT BOTH JAMESTOWN SETTLEMENT AND THE YORKTOWN VICTORY CENTER, INCLUDING "LIBERTY CELEBRATION," "TOOLS OF THE TRADE," "COURT DAYS," A "REVOLUTIONARY WAR LECTURE SERIES," "FOODS & FEASTS OF COLONIAL VIRGINIA," "A COLONIAL CHRISTMAS," "AFRICAN AMERICAN IMPRINT WEEKEND," "MILITARY THROUGH THE AGES," "JAMESTOWN DAY, AND AN "HISTORIC TRADES FAIR." 120580 94764 EDUCATIONAL PROGRAMS - DURING THE 2015-2016 ACADEMIC YEAR, JAMESTOWN-YORKTOWN FOUNDATION PROGRAMS SERVED 271,211 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: 2,000 WERE ABLE TO TAKE PART IN A FIELD TRIP TO ONE OF OUR MUSEUMS AND 3,318 WERE ABLE TO PARTICIPATE IN AN OUTREACH EDUCATION PROGRAM IN THEIR CLASSROOM, ALL AT NO COST TO THEM, THEIR TEACHERS, OR THEIR SCHOOLS. TWO NEW ON-SITE EDUCATION PROGRAMS WERE INTRODUCED IN THE FALL OF 2015 AT JAMESTOWN SETTLEMENT, INCLUDING "CHOOSE YOUR OWN ADVENTURE," ALLOWING TEACHERS TO SELECT A TOPIC AND TOUR LENGTH, AND "PROJECT VIDEO" FOR CLASSES WITH VIDEO PROJECTS TO COMPLETE. THE FOUNDATION'S OUTREACH AND SPECIAL SERVICES STAFF CONTINUE TO PRODUCE AND ADD CURRICULUM MATERIALS TO THE "EDUCATION" SECTION OF THE FOUNDATION'S WEBSITE; IN 2015, THREE VIDEOS WERE ADDED TO THE LIBRARY OF MATERIALS AVAILABLE TO TEACHERS, PARENTS AND STUDENTS ON HISTORYISFUN.ORG. TOTAL WEB VISITS FOR CALENDAR YEAR 2015 TOTALED MORE THAN 1.5 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. 284680 COLLECTIONS - THE JAMESTOWN-YORKTOWN FOUNDATION COLLECTION CONTAINS MORE THAN 200,000 ARCHAEOLOGICAL AND NON-ARCHAEOLOGICAL ARTIFACTS. THANKS TO PRIVATE FUNDS, SEVENTEEN ARTIFACTS WERE ACQUIRED DURING FISCAL YEAR 2016 FOR EXHIBIT IN THE FUTURE AMERICAN REVOLUTION MUSEUM AT YORKTOWN'S GALLERIES, BRINGING THE TOTAL OBJECTS EXHIBITED AT THE NEW MUSEUM TO NEARLY 500. AMONG THE OBJECTS ACQUIRED WAS A RARE REVOLUTION-PERIOD FIREARM-A FIRST-MODEL "BROWN BESS" BRITISH INFANTRY MUSKET. ONE OBJECT WAS ACQUIRED FOR JAMESTOWN SETTLEMENT, A TEA POT PRODUCED BY FAMOUS COLONIAL WILLIAMSBURG CERAMICS MAKER PALIN THORLEY FOR THE 1957 CELEBRATION OF JAMESTOWN'S 350TH YEAR. 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 252594 AMERICAN REVOLUTION MUSUEM AT YORKTOWN - THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN, REPLACING THE YORKTOWN VICTORY CENTER, PROGRESSED SUBSTANTIALLY DURING FISCAL YEAR 2016, AS IT ENTERED ITS FINAL STAGE OF CONSTRUCTION, THE COMPLETION OF THE PERMANENT GALLERY EXHIBITS AND THE CONSTRUCTION OF THE OUTDOOR LIVING-HISTORY AREAS. BY JUNE 30, 2016, THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN CAMPAIGN FOR SUPPORT HAD RAISED MORE THAN $12 MILLION IN SUPPORT OF THE NEW MUSEUM'S GALLERY EXHIBITS, OUTDOOR EXHIBITS, AND EDUCATIONAL RESOURCES, AS WELL AS THE ANNUAL FUND. THE PERMANENT EXHIBITION GALLERIES AND INTRODUCTORY FILM, LIBERTY FEVER, DEBUT TO THE PUBLIC, ALONG WITH THE NEW NAME AMERICAN REVOLUTION MUSEUM AT YORKTOWN, ON OCTOBER 15 AND 16, 2016. CONSTRUCTION PROGRESSES ON THE MUSEUM'S ENHANCED OUTDOOR LIVING-HISTORY CONTINENTAL ARMY ENCAMPMENT AND REVOLUTION-ERA FARM; THESE OUTDOOR EXHIBITS WILL BE COMPLETED IN EARLY 2017. A GRAND OPENING CELEBRATION IS PLANNED FOR MARCH 23-APRIL 4, 2017 TO OFFICIALLY LAUNCH THE NEW MUSEUM. BEYOND THE GRAND OPENING, THE FOUNDATION WILL STAGE A SERIES OF SPECIAL EXHIBITIONS IN THE NEW MUSEUM'S SPECIAL EXHIBITION GALLERY; THE FIRST WILL BE "AFTERWARD: THE REVOLUTIONARY VETERANS WHO BUILT AMERICA," OPENING JUNE 2017. NEW EDUCATION INITIATIVES WILL BE LAUNCHED TO COMPLEMENT LONG-STANDING PROGRAMS TO EXPAND THE FOUNDATION'S EDUCATIONAL REACH AND IMPACT. WITH $2.9 MILLION LEFT TO RAISE TO REACH THE CAMPAIGN GOAL OF $15 MILLION, THE CAMPAIGN FOR SUPPORT OFFERS NUMEROUS OPPORTUNITIES FOR MEANINGFUL INVESTMENT TO CREATE, SUSTAIN, AND PRESERVE THE STORY OF THE AMERICAN REVOLUTION. 252594 1166676 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 1 17 0 1 0 0 0 0 0 0 0 0 0 X 27 27 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 GORDON C ANGLES TREASURER 1.50 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 A MARSHALL ACUFF JR 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 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 BOARD MEMBER 1.00 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 ANN G GRAY BOARD MEMBER 1.00 X 0 0 0 MARJORIE N GRIER BOARD MEMBER 1.00 X 0 0 0 TERRY E HALL BOARD MEMBER 1.00 X 0 0 0 JANE T KAPLAN BOARD MEMBER 1.00 X 0 0 0 HERBERT V KELLY JR BOARD MEMBER 1.00 X 0 0 0 DR ROBERT E MARTINEZ 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 246863 21018 0 246863 21018 0 0 1 0 0 12070 1179676 13483 1191746 PROGRAM REVENUES 900099 12154 12154 12154 184019 184019 1943750 1349269 594481 594481 594481 18530 12070 10146 8384 8384 1990784 12154 0 786884 227117 227117 563748 49963 285968 227817 16500 16500 145254 101301 16919 27034 55275 4646 31607 19022 4608 2830 1778 14301 14301 EVENTS & EXHIBITS 498969 498969 ACQUISITIONS 284680 284680 FUNDRAISING 126161 126161 ORGANIZATION MEMBERSHIP 1395 520 875 1938008 1166676 368645 402687 230688 2561056 2212246 1408656 1788 1788 118861 118861 0 0 17331799 14933292 19776521 18904792 358724 795565 0 71911 358724 867476 X 9626024 9032279 5206156 4419420 4585617 4585617 19417797 18037316 19776521 18904792 X 52776 -1233257 -200000 X X 0 1 X 1 0 X 2160513 2502560 2045559 2441873 1194896 10345401 2160513 2502560 2045559 2441873 1194896 10345401 508632 9836769 161370 208850 210932 187762 184019 952933 11298334 61934 0.87060 0.85990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 13250929 -454757 503204 12292968 13812461 -87745 473787 13250929 12426254 1879097 492890 13812461 11196039 1612006 381791 12426254 11549838 10000 92401 456200 11196039 0.50460 0.37300 0.12240 0 0 118861 118861 0 0 MULTI-ASSET FUND 14933292 F 14933292 AGENCY CASH HELD FOR OTHERS 71911 71911 X 783668 -1233257 15995 -1217262 2000930 -10146 -10146 1990784 2164149 15995 200000 10146 226141 1938008 0 1938008 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 2016 AND 2015, COLLECTIONS IN THE AMOUNT OF $284,680 AND $211,832, RESPECTIVELY, WERE PURCHASED BY THE FOUNDATION AND INCLUDED IN PROGRAM SERVICES EXPENSE. THERE WERE NO SALES DURING 2016 AND 2015. 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, 2016. FOR FISCAL YEAR 2016, 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: DIRECT FUNDRAISING EXPENSES -10,146. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 10,146. JAZZ ON THE JAMES 30600 12070 18530 5021 1100 4025 30600 12070 18530 5021 1100 4025 10146 8384 1 JAMESTOWN YORKTOWN FOUNDATION AN AGENCY OF THE COMMONWEALTH OF VIRGINIA PO BOX 1607 WILLIAMSBURG VA 23187 546022061 115(1) 227117 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 246863 0 0 0 0 0 0 0 21018 0 267881 0 0 X 1 1 FAIR MARKET VALUE X 152 FAIR MARKET VALUE X 1810 FAIR MARKET VALUE X 2 2 FAIR MARKET VALUE X 3 2129 FAIR MARKET VALUE X 4 8148 FAIR MARKET VALUE X LIGHTS FOR FAMILY FRIGHTS 1 750 FAIR MARKET VALUE X 2 AMEX GIFT CARDS FOR RAFFLE 2 217 FAIR MARKET VALUE X BEAD NECKLACES AND EYE PATCHES FOR RUM RUN EVENT 1 173 FAIR MARKET VALUE X DONATED RAW WOOL 1 100 FAIR MARKET VALUE X DEER HIDE 1 1 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 COMMONWEALTH OF VIRGINIA P 521151 ACTUAL CASH AMOUNT REIMBURSED COMMONWEALTH OF VIRGINIA R 287680 PURCHASE PRICE