2016-02-12T11:32:23-06:00 2015-06-30 560747981 DIXON HUGHES GOODMAN LLP 701 TOWN CENTER DRIVE SUITE 700 NEWPORT NEWS VA 236064295 990 2014-07-01 311618642 JAMESTOWN-YORKTOWN FOUNDATION INC JAME 7572537216 PO BOX 3605 WILLIAMSBURG VA 23187 PHILIP EMERSON EXECUTIVE DIRECTOR 7572537216 2016-02-10 1 HUGH BARLOW P00422004 7578731033 2014 2016-08-17 19:52:53Z PHILIP EMERSON PO BOX 3605 WILLIAMSBURG VA 23187 4310753 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. 26 26 0 26 0 0 2045559 2441873 11273 12012 1601423 1051660 -29915 -7039 3628340 3498506 927161 235152 0 0 0 0 0 0 392930 1881524 2221577 2808685 2456729 819655 1041777 20099780 19776521 584356 358724 19515424 19417797 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 987934 121606 12012 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 WORKS HARD TO EARN INCOME THROUGH ADMISSION TO OUR MUSEUMS, PRIVATE DONATIONS MADE A CRITICAL DIFFERENCE IN OUR ABILITY TO ENGAGE AND EDUCATE THE 546,671 VISITORS TO OUR MUSEUMS IN 2014. SPECIAL EXHIBITIONS AND THEMED PROGRAMS AND EVENTS WERE PART OF THAT VISITOR EXPERIENCE, OFFERING OPPORTUNITIES TO EXPLORE TOPICS IN DEPTH. THE FOUNDATION CONTINUED ITS SUCCESSFUL PROGRAM OF SPECIAL EXHIBITIONS AT JAMESTOWN SETTLEMENT BY COLLABORATING WITH THE MARINERS' MUSEUM IN NEWPORT NEWS, VIRGINIA, TO DEVELOP "WORKING AND RACING ON THE BAY: THE CHESAPEAKE LOG CANOE." THE EXHIBIT OPENED ON SEPTEMBER 19, 2014 AND RAN THROUGH SEPTEMBER 8, 2015; DURING THAT TIME PERIOD, JAMESTOWN SETTLEMENT WELCOMED MORE THAN 430,000 VISITORS, EACH OF WHICH HAD THE OPPORTUNITY TO VISIT "WORKING AND RACING ON THE BAY" AT NO ADDITIONAL COST. IN ADDITION, PRIVATE FUNDS SUPPORTED A NUMBER OF PUBLIC PROGRAMS CENTERING AROUND THE SPECIAL EXHIBIT, INCLUDING THE "ON THE WATERFRONT" FAMILY EVENT; AS LECTURE BY LYLES FORBES OF THE MARINERS' MUSEUM; AND AN EDUCATIONAL "FAMILY TRAIL" ACTIVITY. PRIVATE FUNDING ALSO HELPED TO UNDERWRITE OTHER SPECIAL EVENTS PROGRAMMING HELD THROUGHOUT THE YEAR, INCLUDING THE "STITCH IN TIME" 17TH-CENTURY FASHION SHOW AT JAMESTOWN SETTLEMENT HELD IN CONJUNCTION WITH THE "FASHION IN COLONIAL VIRGINIA" THEME MONTH; MUSICAL PERFORMANCES OF FIFE AND DRUMS CORPS, INCLUDING THE RENOWNED U.S. ARMY OLD GUARD FIFE AND DRUM CORPS, DURING "VICTORY CELEBRATION" WEEKEND AT THE YORKTOWN VICTORY CENTER; AND THE PRODUCTION AND PERFORMANCE OF "SLAVE SPY: THE STORY OF JAMES ARMISTEAD LAFAYETTE," AN ORIGINAL ONE-ACT PLAY COMBINING LIVE PERFORMANCE WITH FILM PRODUCED IN HOUSE. 448757 COLLECTIONS - THE JAMESTOWN-YORKTOWN FOUNDATION COLLECTION CONTAINS APPROXIMATELY 210,361 ARCHAEOLOGICAL AND NON-ARCHAEOLOGICAL ARTIFACTS. THANKS TO PRIVATE FUNDS, FOURTEEN ARTIFACTS WERE ACQUIRED FOR EXHIBIT IN JAMESTOWN SETTLEMENT'S AND THE FUTURE AMERICAN REVOLUTION MUSEUM AT YORKTOWN'S GALLERIES. AMONG THE OBJECTS ACQUIRED WERE AN AMERICAN-MADE FLINTLOCK LONG RIFLE CIRCA 1760; A GROUP OF BRITISH OFFICER'S UNIFORM ACCESSORIES; A PORTABLE WRITING DESK ONCE OWNED BY GENERAL FRANCIS MARION, THE "SWAMP FOX;" A PRELIMINARY OIL SKETCH-ON-PANEL OF COLONEL BANASTRE TARLETON; AND A PAIR OF FRENCH SILVER CANDLESTICKS. THE FOUNDATION'S COLLECTIONS POLICY REFLECTS AN EMPHASIS ON PUBLIC EDUCATION AND EXHIBITION BY ACQUIRING OBJECTS THAT ARE CENTRAL TO A DYNAMIC EXHIBITS PROGRAM. ORIGINAL 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. FOR THE NEW AMERICAN REVOLUTION MUSEUM AT YORKTOWN, APPROXIMATELY 85% OF OBJECTS NEEDED TO OPEN THE MUSEUM HAVE BEEN SECURED THROUGH PURCHASES AND LOANS. 196696 113546 EDUCATIONAL PROGRAMS - DURING THE 2014-2015 ACADEMIC YEAR, JAMESTOWN-YORKTOWN FOUNDATION PROGRAMS SERVED 273,460 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: MORE THAN 3,804 WERE ABLE TO COME ON A FIELD TRIP TO ONE OF OUR MUSEUMS AND MORE THAN 1,396 WERE ABLE TO PARTICIPATE IN AN OUTREACH EDUCATION PROGRAM IN THEIR CLASSROOM, ALL AT NO COST TO THEM, THEIR TEACHERS, OR THEIR SCHOOLS. GIFTS TO THE ANNUAL FUND ALSO HELPED SUPPORT OUTREACH TEACHER WAGES AND EXPENSES AND PROVIDED SUPPLIES FOR TEACHERS' KITS AND SUMMER BROADSIDE PROGRAMS. THE FOUNDATION HAS ALSO LAUNCHED NUMEROUS WEB-BASED INITIATIVES THAT BRING THE RESOURCES OF THE MUSEUMS INTO HOMES AND CLASSROOMS AROUND THE NATION AND THE WORLD. THESE INCLUDE EDUCATIONAL VIDEOS, PODCASTS, AND VODCASTS, AS WELL AS LESSON PLANS AND HISTORICAL ESSAYS. WEB VISITS TO WWW.HISTORYISFUN.ORG FOR CALENDAR YEAR 2014 TOTALED MORE THAN 1.3 MILLION. WHETHER IN PERSON OR ONLINE, EDUCATION PROGRAMS 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. 1633387 1 1 0 0 0 0 0 1 0 1 0 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 10 0 1 0 0 0 0 0 0 0 0 0 X 26 26 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 M CAMP III 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 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 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 J ROBERT MOONEY BOARD MEMBER 1.00 X 0 0 0 THOMAS H TULLIDGE JR BOARD MEMBER 1.00 X 0 0 0 DR H ALEXANDER WILSON II BOARD MEMBER 1.00 X 0 0 0 TJ CARDWELL BOARD MEMBER 1.00 X 0 0 0 TERRY E HALL 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 PHILIP EMERSON EXECUTIVE DIRECTOR 40.00 X 0 233306 8346 0 233306 8346 0 0 1 0 0 12500 2429373 74902 2441873 PROGRAM REVENUES 900099 12012 12012 12012 187762 187762 1659349 795451 863898 863898 863898 9757 12500 16796 -7039 -7039 3498506 12012 0 1044621 235152 235152 571411 11606 337897 221908 18200 18200 118910 70939 23770 24201 58738 6718 31023 20997 5771 4874 897 14022 14022 EVENTS & EXHIBITS 1308972 1308972 FUNDRAISING 124052 124052 ORGANIZATION MEMBERSHIP 1501 626 875 2456729 1633387 430412 392930 209424 230688 1985344 2212246 2442 1788 17902570 17331799 20099780 19776521 291497 358724 292859 0 584356 358724 X 9737770 9626024 5192037 5206156 4585617 4585617 19515424 19417797 20099780 19776521 1041777 -1139404 0 X X 0 1 X 1 0 X 1152777 2160513 2502560 2045559 2441873 10303282 1152777 2160513 2502560 2045559 2441873 10303282 500512 9802770 327653 161370 208850 210932 187762 1096567 11399849 61980 0.85990 0.87740 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 13812461 -87745 473787 13250929 12426254 1879097 427968 13877384 11196039 1612006 381791 12426254 11549838 10000 92401 456200 11196039 10036750 154374 1635486 276772 11549838 0.50860 0.34610 0.14530 0 0 0 MULTI-ASSET FUND 15393441 F VANGUARD BROKERAGE 1938358 F 17331799 X 2385901 -1139403 10002 -1129401 3515302 -16796 -16796 3498506 2483527 10002 16796 26798 2456729 0 2456729 PART III, LINE 1A: EXPLANATION: THE FOUNDATION HAS ELECTED NOT TO INCLUDE COLLECTIONS OF ART AND HISTORICAL TREASURES IN THE FINANCIAL STATEMENTS SINCE THEY BECOME ASSETS OF THE COMMONWEALTH. THESE COLLECTIONS ARE COMPRISED PRIMARILY OF FINE ART AND ARTIFACTS AT BOTH JAMESTOWN SETTLEMENT AND 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 PROCEEDS GENERATED FROM THE SALE OF COLLECTION ITEMS WILL BE USED TO ACQUIRE NEW ITEMS. DURING 2015 AND 2014, COLLECTIONS IN THE AMOUNT OF $211,832 AND $559,649, RESPECTIVELY, WERE PURCHASED BY THE FOUNDATION AND INCLUDED IN PROGRAM SERVICE EXPENSE. THERE WERE NO SALES DURING 2015 AND 2014. PART V, LINE 4: EXPLANATION: THE FOUNDATION'S BOARD OF DIRECTORS HAS DESIGNATED A PORTION OF UNRESTRICTED NET ASSETS AS FUNDS FUNCTIONING AS ENDOWMENTS. SEPARATE FUNDS HAVE BEEN ESTABLISHED FOR THE ACQUISITIONS FUND, EDUCATION PROGRAMS FUND AND GENERAL ENDOWMENT. WITHDRAWALS ARE BASED ON POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR UP TO 5% OF ITS ENDOWMENT FUNDS USING A THREE YEAR AVERAGE FAIR VALUE. THE PURPOSE OF THE ACQUISITIONS FUND IS TO PROVIDE AN ONGOING SOURCE OF FUNDING FOR PURCHASING AND PRESERVING ARTIFACTS RELEVANT TO THE JAMESTOWN SETTLEMENT AND YORKTOWN VICTORY CENTER. THE PRIMARY INVESTMENT OBJECTIVE OF THIS FUND IS TO PRESERVE AND PROTECT ASSETS BY FOCUSING ON CONSERVATION OF PRINCIPAL AND LONG-TERM GROWTH OF CAPITAL AND INCOME. THIS OBJECTIVE IS GENEARLLY ATTAINED BY INVESTING IN A PORTFOLIO OF HIGH QUALITY SECURITIES. DURING 2015 AND 2014, $23,941 AND $23,060, RESPECTIVELY, WERE WITHDRAWN FROM THE FUND FOR ARTIFACTS. THE PURPOSE OF THE EDUCATION PROGRAMS FUND IS TO PROVIDE AN ONGOING SOURCE OF FUNDING FOR SUPPORTING EDUCATIONAL PROGRAMS INCLUDING ON-SITE AND OUTREACH EDUCATION; OUTDOOR INTERPRETIVE AREAS AND RELATED PROGRAMMING; AND CHANGING EXHIBITIONS. THE PRIMARY INVESTMENT OBJECTIVE OF THE FUND IS TO PRESERVE AND PROTECT ITS ASSETS BY FOCUSING ON CONSERVATION OF PRINCIPAL AND LONG-TERM GROWTH OF CAPITAL AND INCOME. THIS OBJECTIVE IS GENERALLY ATTAINED BY INVESTING IN A PORTFOLIO OF HIGH QUALITY SECURITIES. DURING 2015 AND 2014, $53,072 AND $52,936, RESPECTIVELY, WERE WITHDRAWN FROM THE FUND. THE GENERAL ENDOWMENT FUND WAS ESTABLISHED TO PROVIDE CASH FLOW FOR JAMESTOWN YORKTOWN FOUNDATION, INC. AND JAMESTOWN-YORKTOWN FOUNDATION. THE PRIMARY INVESTMENT OBJECTIVE OF THE GENERAL ENDOWMENT FUND IS TO PRESERVE AND PROTECT THE ASSETS BY FOCUSING ON CONSERVATION OF PRINCIPAL AND LONG-TERM GROWTH OF CAPITAL AND INCOME. THIS OBJECTIVE IS GENERALLY ATTAINED BY INVESTING IN A PORTFOLIO OF HIGH QUALITY SECURITIES. DURING 2015 AND 2014, $177,718 AND $159,698, RESPECTIVELY, WERE RELEASED FROM THE GENERAL ENDOWMENT FUND TO UNDESIGNATED NET ASSETS. THE FOUNDATION'S DONOR RESTRICTED ENDOWMENT FUND CONSISTS OF 8 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. IN ADDITION, THE FOUNDATION HAS ESTABLISHED THE EDUCATION PROGRAMS FUND TO RECEIVE PERMANENTLY RESTRICTED DONOR GIFTS TO SUPPORT EDUCATIONAL PROGRAMS INCLUDING ON-SITE EDUCATIONAL PROGRAMS, STATEWIDE AND NATIONAL OUTREACH PROGRAMMING AND FUTURE PERMANENT AND SPECIAL EXHIBITS. THE INVESTMENT POLICY FOR DONOR RESTRICTED ENDOWMENT FUNDS IS TO PRESERVE THE PURCHASING POWER OF THE ASSETS AND TO ENSURE THAT THE PRESENT VALUE OF THE INVESTED FUNDS GROWS AT A RATE THAT WILL EXCEED INFLATION, PRESERVE PRINCIPAL AND GENERATE MAXIMUM TOTAL RETURN CONSISTENT WITH ACCEPTABLE LEVELS OF RISK. THIS OBJECTIVE IS CURRENTLY ATTAINED BY INVESTING IN A PORTFOLIO OF HIGH QUALITY SECURITIES. PART X, LINE 2: THE FOUNDATION IS A NONPROFIT ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AS OF JUNE 30, 2015. FISCAL YEARS ENDING ON OR AFTER JUNE 30, 2012 REMAIN SUJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES -16,796. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 16,796. JAZZ ON THE JAMES 19907 12500 7407 6217 1500 4799 19907 12500 7407 6217 1500 4799 12516 -5109 1 JAMESTOWN YORKTOWN FOUNDATION AN AGENCY OF THE COMMONWEALTH OF VIRGINIA PO BOX 1607 WILLIAMSBURG VA 23187 546022061 115(1) 235152 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 EMERSON EXECUTIVE DIRECTOR 0 233306 0 0 0 0 0 0 0 8346 0 241652 0 0 X 1 2000 FAIR MARKET VALUE X 1143 FAIR MARKET VALUE X 1 51771 NYSE X 1 2000 FAIR MARKET VALUE X 6 8450 FAIR MARKET VALUE X 4 3750 FAIR MARKET VALUE X ITALIAN MARKEY DISPLAY 1 1820 FAIR MARKET VALUE X MARITIME SUPPLIES 1 1745 FAIR MARKET VALUE X 2 STEEL 4X4 3 SHELF TABLES ON CASTERS 1 1000 FAIR MARKET VALUE X FLOOR COVERINGS/MATERIALS 1 740 FAIR MARKET VALUE X COYOTE HIDE AND MEAT 1 150 FAIR MARKET VALUE X HALLOWEEN/FAMILY FRIGHTS 1 108 FAIR MARKET VALUE X BANDANS FOR SEA DOG PROGRAM 1 55 FAIR MARKET VALUE X INCLINED PLANE FOR RIVERFRONT 1 52 FAIR MARKET VALUE X NATIVE PLANTS FOR INDIAN VILLAGE 1 48 FAIR MARKET VALUE X VIDEO CABLES 1 45 FAIR MARKET VALUE X SEEDS, SOIL AND GARDEN SUPPLIES 1 25 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 MARCH 2016 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 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 483702 ACTUAL CASH AMOUNT REIMBURSED COMMONWEALTH OF VIRGINIA R 211832 PURCHASE PRICE