JAMESTOWN YORKTOWN FOUNDATION INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JAMESTOWN YORKTOWN FOUNDATION INC (EIN 31-1618642)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-01-14
- IRS object ID
- 201500149349300445
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-14T15:53:41-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541631262 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITERSTEPHENSHURSTGARY & SHREAVESPC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 32066 | AddressLine1 |
| City | RICHMOND | City |
| State | VA | State |
| ZIP Code | 232942066 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311618642 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMESTOWN-YORKTOWN FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAME | BusinessNameControlTxt |
| Phone | 7572537216 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3605 | AddressLine1 |
| City | WILLIAMSBURG | City |
| State | VA | State |
| ZIP Code | 23187 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP EMERSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7572537216 | PhoneNum |
| Signature | 2015-01-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN E KENT | PreparerPersonNm |
| PTIN | P01076641 | PTIN |
| Phone | 8047470000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PHILIP EMERSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3605 | AddressLine1 |
| City | WILLIAMSBURG | City |
| State | VA | State |
| ZIP Code | 23187 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,678,402 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HISTORYISFUN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 22 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,492,658 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,045,559 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $11,532 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,273 | CYProgramServiceRevenueAmt |
| PY Investment Income | $649,287 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,601,423 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$8,885 | PYOtherRevenueAmt |
| CY Other Revenue | -$29,915 | CYOtherRevenueAmt |
| PY Total Revenue | $3,144,592 | PYTotalRevenueAmt |
| CY Total Revenue | $3,628,340 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $222,810 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $927,161 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $357,760 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,262,663 | PYOtherExpensesAmt |
| CY Other Expenses | $1,881,524 | CYOtherExpensesAmt |
| PY Total Expenses | $1,485,473 | PYTotalExpensesAmt |
| CY Total Expenses | $2,808,685 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,659,119 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $819,655 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,954,559 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,099,780 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $536,464 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $584,356 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,418,095 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,515,424 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE JAMESTOWN-YORKTOWN FOUNDATION, AN EDUCATIONAL INSTITUTION OF THE COMMONWEALTH OF VIRGINIA, SHALL FOSTER THROUGH ITS LIVING-HISTORY MUSEUMS - JAMESTOWN SETTLEMENT AND YORKTOWN VICTORY CENTER - AN AWARENESS AND UNDERSTANDING OF THE EARLY HISTORY, SETTLEMENT AND DEVELOPMENT OF THE UNITED STATES THROUGH THE CONVERGENCE OF VIRGINIA INDIAN, EUROPEAN AND AFRICAN CULTURES AND THE ENDURING LEGACIES BEQUEATHED TO THE NATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,185,881 | ExpenseAmt |
| Grant | $825,956 | GrantAmt |
| Revenue | $11,273 | RevenueAmt |
| Desc | 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 617,533 VISITORS TO OUR MUSEUMS IN 2013. SPECIAL EXHIBITIONS AND THEMED PROGRAMS AND EVENTS WERE PART OF THAT VISITOR EXPERIENCE, OFFERING OPPORTUNITIES TO EXPLORE TOPICS IN DEPTH. THE SPECIAL EXHIBITION "JAMESTOWN'S LEGACY TO THE AMERICAN REVOLUTION" WAS TOURED BY MORE THAN 61,000 VISITORS DURING ITS 11-MONTH RUN AND WAS WELL RECEIVED BY THE PUBLIC BASED ON THE RESULTS OF VISITOR SURVEYS. THE EXHIBIT SUCCEEDED IN ITS AIM TO THEMATICALLY LINK THE NEW YORKTOWN MAIN GALLERY EXHIBITS WITH EXISTING EXHIBITS AT JAMESTOWN SETTLEMENT. 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." IN FISCAL YEAR 2014, THE FOUNDATION CONTINUED IMPORTANT PLANNING WORK AND PREPARED FOR INSTALLING AND OPENING THE EXHIBITION IN FISCAL YEAR 2015. THE FOUNDATION, INC., SECURED ADDITIONAL GRANTS AND SPONSORSHIPS FOR THIS NEWEST EXHIBITION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $623,221 | ExpenseAmt |
| Desc | COLLECTIONS - THE JAMESTOWN-YORKTOWN FOUNDATION COLLECTION CONTAINS APPROXIMATELY 210,000 ARCHAEOLOGICAL AND NON-ARCHAEOLOGICAL ARTIFACTS. WITH CONSTRUCTION UNDERWAY ON THE FUTURE AMERICAN REVOLUTION MUSEUM AT YORKTOWN, 24 ARTIFACTS OF THE 18TH-CENTURY WERE ACQUIRED IN FISCAL YEAR 2014 FOR FUTURE EXHIBIT IN THE NEW MUSEUM GALLERIES. AMONG THESE WERE TWO ICONIC ARTIFACTS THAT SERVE NOT ONLY AS ILLUSTRATIONS OF COMPLEX IDEALS, BUT ALSO CREATE A SENSE OF AWE IN CHILDREN AND ADULTS: A 1776 NEWSPAPER PRINTING OF THE VIRGINIA DECLARATION OF RIGHTS AND A PORTRAIT OF AYUBA SULEIMAN DIALLO. THE LATTER IS A PARTICULARLY SIGNIFICANT ACQUISITION OF ONE OF THE EARLIEST KNOWN PORTRAITS OF AN AFRICAN WHO HAD ONCE BEEN ENSLAVED IN THE BRITISH COLONIES THAT BECAME THE UNITED STATES. 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $222,998 | ExpenseAmt |
| Grant | $101,205 | GrantAmt |
| Desc | EDUCATIONAL PROGRAMS - DURING THE 2013-2014 ACADEMIC YEAR, JAMESTOWN-YORKTOWN FOUNDATION PROGRAMS SERVED 286,119 STUDENTS THROUGH HANDS-ON SESSIONS AND GUIDED TOURS AT BOTH MUSEUMS AND IN OUTREACH SETTINGS. PRIVATE GRANTS ANN DONATIONS MADE THROUGH THE FOUNDATION, INC., MADE THE CRITICAL DIFFERENCE TO THOUSANDS OF VIRGINIA SCHOOLCHILDREN LIVING IN UNDERSERVED DISTRICTS: MORE THAN 4,000 WERE ABLE TO COME ON A FIELD TRIP TO ONE OF OUR MUSEUMS AND MORE THAN 5,800 WERE ABLE TO PARTICIPATE IN AN OUTREACH EDUCATION PROGRAM IN THEIR CLASSROOM, ALL AT NO COST TO THEM, THEIR TEACHERS, OR THEIR SCHOOLS. 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 2013 TOTALED MORE THAN 1.2 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. THE FOUNDATION ALSO HOSTS: BROADSIDE SUMMER HISTORY PROGRAMS FOR CHILDREN IN PRESCHOOL THROUGH FIFTH GRADE; A SUMMER TEACHER INSTITUTE; A 4-H PEER TEACHER PROGRAM; AND ADULT PARTICIPANTS IN THE ROAD SCHOLAR (FORMERLY ELDER-HOSTEL) PROGRAM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,032,100 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7572537216 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3605 | AddressLine1 |
| City | WILLIAMSBURG | City |
| State | VA | State |
| ZIP Code | 23187 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| SUE H GERDELMAN | ||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GORDON C ANGLES | ||||||
| TREASURER | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| A MARSHALL ACUFF JR | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| H ALEXANDER WILSON III | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| H BENSON DENDY III | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| J ROBERT MOONEY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN H HAGER | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JANE T KAPLAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN M CAMP III | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA T BAKER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARI ANN BANKS | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARJORIE N GRIER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAMELA W FITZPATRICK | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT E MARTINEZ | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HERBERT V KELLY JR | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CLIFFORD B FLEET | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEITH B DUBOIS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM B DOWNEY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANN G GRAY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HUNTER A APPLEWHITE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS H TULLIDGE JR | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN T FIELDS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $55,579 | FundraisingAmt |
| All Other Contributions | $1,989,980 | AllOtherContributionsAmt |
| Noncash Contributions | $127,885 | NoncashContributionsAmt |
| Total Contributions | $2,045,559 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JAMESTOWN SETTLEMENT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $11,273 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,273 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,273 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $210,932 | TotalRevenueColumnAmt |
| Exclusion | $210,932 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,390,491 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,390,491 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,390,491 | TotalRevenueColumnAmt |
| Exclusion | $1,390,491 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $20,147 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $55,579 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $50,062 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$29,915 | TotalRevenueColumnAmt |
| Exclusion | -$29,915 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,628,340 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,273 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,571,508 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $927,161 | TotalAmt |
| Program Services | $927,161 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,859 | TotalAmt |
| Program Services | $274 | ProgramServicesAmt |
| Management And General | $710 | ManagementAndGeneralAmt |
| Fundraising | $875 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,413 | TotalAmt |
| Program Services | $2,672 | ProgramServicesAmt |
| Management And General | $26,590 | ManagementAndGeneralAmt |
| Fundraising | $31,151 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,573 | TotalAmt |
| Management And General | $3,229 | ManagementAndGeneralAmt |
| Fundraising | $1,344 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,702 | TotalAmt |
| Management And General | $13,702 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EVENTS AND EXHIBIT EXPE | $946,523 | $946,523 | ||
| MANAGEMENT SERVICES | $573,518 | $11,798 | $336,146 | $225,574 |
| CONTRACT SERVICES | $181,673 | $143,672 | $38,001 | |
| FUNDRAISING | $77,494 | $77,494 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,769 | TotalAmt |
| Management And General | $447 | ManagementAndGeneralAmt |
| Fundraising | $21,322 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,808,685 | TotalAmt |
| Program Services | $2,032,100 | ProgramServicesAmt |
| Management And General | $418,825 | ManagementAndGeneralAmt |
| Fundraising | $357,760 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,005 | BOYAmt |
| EOY | $209,424 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,163,368 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,410,698 | BOYAmt |
| EOY | $1,985,344 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,906 | BOYAmt |
| EOY | $2,442 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,190,582 | BOYAmt |
| EOY | $17,902,570 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,954,559 | BOYAmt |
| EOY | $20,099,780 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $243,605 | BOYAmt |
| EOY | $291,497 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,859 | BOYAmt |
| EOY | $292,859 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $536,464 | BOYAmt |
| EOY | $584,356 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,189,843 | BOYAmt |
| EOY | $9,737,770 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,642,635 | BOYAmt |
| EOY | $5,192,037 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,585,617 | BOYAmt |
| EOY | $4,585,617 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,418,095 | BOYAmt |
| EOY | $19,515,424 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,954,559 | BOYAmt |
| EOY | $20,099,780 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $819,655 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $277,674 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $891,438 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,152,777 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,160,513 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,502,560 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,045,559 | CurrentTaxYearAmt |
| Total | $8,752,847 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $891,438 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,152,777 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,160,513 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,502,560 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,045,559 | CurrentTaxYearAmt |
| Total | $8,752,847 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $8,752,847 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $313,468 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $327,653 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $161,370 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $208,850 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $210,932 | CurrentTaxYearAmt |
| Total | $1,222,273 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $727 | CurrentTaxYearMinus4YearsAmt |
| Total | $727 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,975,847 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $95,849 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.87740 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89710 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,426,254 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,879,097 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $427,968 | OtherExpendituresAmt |
| End Year Balance | $13,877,384 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,196,039 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,612,006 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $381,791 | OtherExpendituresAmt |
| End Year Balance | $12,426,254 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,549,838 | BeginningYearBalanceAmt |
| Contributions | $10,000 | ContributionsAmt |
| Investment Earnings Or Losses | $92,401 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $456,200 | OtherExpendituresAmt |
| End Year Balance | $11,196,039 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,036,750 | BeginningYearBalanceAmt |
| Contributions | $154,374 | ContributionsAmt |
| Investment Earnings Or Losses | $1,635,486 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $276,772 | OtherExpendituresAmt |
| End Year Balance | $11,549,838 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,095,127 | BeginningYearBalanceAmt |
| Contributions | $75,131 | ContributionsAmt |
| Investment Earnings Or Losses | $1,040,687 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $174,195 | OtherExpendituresAmt |
| End Year Balance | $10,036,750 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.51000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.33000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.16000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| MULTI-ASSET FUND | $15,501,759 | F |
| WELLS FARGO BROKERAGE | $2,400,811 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $17,902,570 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO COMMONWEALTH | Desc |
| Amt | $292,859 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $292,859 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,961,778 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $277,674 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $5,702 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $283,376 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,678,402 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$50,062 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$50,062 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,628,340 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,864,449 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $5,702 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $50,062 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $55,764 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,808,685 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,808,685 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | 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 2013 AND 2012, COLLECTIONS IN THE AMOUNTS OF $253,544 AND $234,411, RESPECTIVELY, WERE PURCHASED BY THE FOUNDATION AND INCLUDED IN PROGRAM SERVICES EXPENSE. THERE WERE NO SALES DURING 2013 AND 2012. |
| PART V, LINE 4: | 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. WITHDRAWLS 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 GENERALLY ATTAINED BY INVESTING IN A PORTFOLIO OF HIGH QUALITY SECURITIES. DURING 2014 AND 2013, $23,060 AND $21,531, 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 2014 AND 2013, $52,936 AND $50,582,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 2014 AND 2013. $159,698 AND $149,244, 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 FOLLOWS FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE EFFECTS OF ACCOUNTING GUIDANCE RELATED TO UNCERTAIN TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD NO SIGNIFICANT FINANCIAL STATEMENT EXPOSURE TO UNCERTAIN TAX POSITIONS AT JUNE 30, 2014 AND 2013. THE FOUNDATION'S INCOME TAX RETURNS FOR YEARS SINCE 2010 REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES NETTED AGAINST REVENUE -50,062. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES NETTED AGAINST REVENUE 50,062. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PARTY ON THE PIER | NameOfEvent1Amt |
| Gross Receipts Event1 | $21,406 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $10,579 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $10,827 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $373 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $11,649 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,300 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,204 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | WHITE HALL | NameOfEvent2Amt |
| Gross Receipts Event2 | $54,320 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $45,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $9,320 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $7,178 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $17,171 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $4,299 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $3,888 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $75,726 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $55,579 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $20,147 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $7,551 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $28,820 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $6,599 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,092 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $50,062 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$29,915 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMONWEALTH OF VA JAMESTOWN YORKTOWN FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1607 | AddressLine1 |
| City | WILLIAMSBURG | City |
| State | VA | State |
| ZIP Code | 23185 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 546022061 | RecipientEIN |
| IRC Section | 115(1) | IRCSectionDesc |
| Cash Grant | $927,161 | CashGrantAmt |
| Purpose Of Grant | EDUCATIONAL INITIATIVES (STATEWIDE OUTREACH EDUCATION PROGRAM) AND CHANGING EXHIBITION PROGRAMS | PurposeOfGrantTxt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $115,368 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 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. |
| 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. |
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