2013-02-11T17:21:32-06:00 2012-06-30 541631262 KEITERSTEPHENSHURSTGARY & SHREAVESPC PO BOX 32066 RICHMOND VA 232942066 990 2011-07-01 311618642 JAMESTOWN-YORKTOWN FOUNDATION INC JAME 7572537216 PO BOX 3605 WILLIAMSBURG VA 23187 PHILIP EMERSON 7572537216 2013-02-11 1 JOHN E KENT P01076641 8047470000 2011 2016-02-25 16:41:14Z PHILIP EMERSON PO BOX 3605 WILLIAMSBURG VA 23187 4545698 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. 18 18 0 550 0 0 1152777 2160513 12200 14963 464689 592911 -1220 1809 1628446 2770196 187125 384192 0 0 0 0 0 0 299570 1343595 1293280 1530720 1677472 97726 1092724 15719658 16334697 515614 538440 15204044 15796257 X 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. 0 0 452805 193403 14963 VISITOR EXPERIENCE - JAMESTOWN SETTLEMENT AND THE YORKTOWN VICTORY CENTER ARE PLACES OF DISCOVERY. 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. IN 2011, THROUGH A PARTNERSHIP WITH THE VIRGINIA MUSEUM OF FINE ARTS (VMFA), THE SPECIAL EXHIBITION, "THE 17TH CENTURY: GATEWAY TO THE MODERN WORLD," ALLOWED VISITORS TO EXAMINE THE MATERIAL CULTURE OF THE 17TH CENTURY USING THE RICH COLLECTIONS OF THE VMFA. "GATEWAY TO THE MODERN WORLD" WELCOMED 39,861 VISITORS DURING ITS 10-MONTH RUN. THE EXHIBITION WAS MADE POSSIBLE WITH PRIVATE GRANTS AND GIFTS. THE REVOLUTIONARY WAR 2011 LECTURE SERIES BROUGHT RESPECTED HISTORIANS AND AUTHORS TO THE YORKTOWN VICTORY CENTER TO SPEAK ON TOPICS RANGING FROM THE ORIGINS OF THE REVOLUTION, THE AMERICAN REVOLUTION AS A WORLD WAR, AND THE FRENCH AND AMERICAN ALLIANCE. AT JAMESTOWN SETTLEMENT, LECTURES IN 2012 BY NOTED SCHOLARS EXPLORED TOPICS THAT INCLUDED THE EVOLUTION OF FREEDOM FOR AFRICAN AMERICANS AND EARLY ECONOMIC EXPERIMENTS WITH A FOCUS ON TOBACCO. TOTAL ATTENDANCE AT THE THREE FALL LECTURES AND FOUR SPRING LECTURES TOTALED MORE THAN 425. AT YORKTOWN VICTORY CENTER, SPECIAL EVENTS LIKE LIBERTY CELEBRATION AND YORKTOWN VICTORY CELEBRATION MARK THE ANNIVERSARIES OF THE ADOPTION OF THE DECLARATION OF INDEPENDENCE AND THE DECISIVE BATTLE OF THE AMERICAN REVOLUTION. SPECIAL EVENTS AT JAMESTOWN SETTLEMENT INCLUDE MILITARY THROUGH THE AGES WHICH EXPLORES CENTURIES OF MILITARY HISTORY, JAMESTOWN DAY WHICH MARKS THE ANNIVERSARY OF THE 1607 FOUNDING OF JAMESTOWN, AND A SPECIAL COMMUNITY DAY IN SUPPORT OF THE VMFA SPECIAL EXHIBITION. VISITATION TO BOTH MUSEUMS IN 2011 REACHED MORE THAN 646,000, WITH 99.6% OF VISITORS INDICATING THAT THEIR VISIT TO OUR MUSEUM WAS "GOOD" OR "EXCELLENT". 282001 190789 EDUCATIONAL PROGRAMS - DURING THE 2011-2012 ACADEMIC YEAR, JAMESTOWN-YORKTOWN FOUNDATION PROGRAMS SERVED 292,766 STUDENTS THROUGH HANDS-ON SESSIONS AND GUIDED TOURS AT BOTH MUSEUMS AND IN OUTREACH SETTINGS. IT 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 AND VODCASTS, AS WELL AS LESSON PLANS AND HISTORICAL ESSAYS. A NEW INTERNET-BASED EDUCATIONAL RESOURCE - YORKTOWN CHRONICLES - DEBUTED ON WWW.HISTORYISFUN.ORG IN APRIL OF 2012. THE CHRONICLES PRESENTS A COMPREHENSIVE OVERVIEW OF THE AMERICAN REVOLUTION THROUGH ESSAYS, TIMELINES, AND A SERIES OF SHORT VIDEOS FEATURING CHARACTER PORTRAYALS IN WHICH GENERALS GEORGE WASHINGTON AND CHARLES CORNWALLIS DISCUSS THEIR VIEWS ON TAXATION, THE DECLARATION OF INDEPENDENCE, MILITARY LEADERSHIP, AND THE AFTERMATH OF THE REVOLUTION. WEB VISITS TO WWW.HISTORYISFUN.ORG FOR CALENDAR YEAR 2011 TOTALED NEARLY 1.7 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 TO HELP CHILDREN IN PRE-SCHOOL THROUGH FIFTH GRADE UNDERSTAND A PARTICULAR ASPECT OF LIFE IN THE 17TH AND 18TH CENTURY BY EXPLORING THE MUSEUM EXHIBITS, INTERACTING WITH COSTUMED INTERPRETERS AND PARTICIPATING IN HANDS-ON ACTIVITIES, CRAFT PROJECTS AND STORYTELLING; A WEEK-LONG SUMMER TEACHER INSTITUTE; A 4-H PEER TEACHER PROGRAM; AND ADULT PARTICIPANTS IN THE ROAD SCHOLAR (FORMERLY ELDER-HOSTEL) PROGRAM. 266959 COLLECTIONS - THE JAMESTOWN-YORKTOWN FOUNDATION COLLECTION CONTAINS APPROXIMATELY 181,700 ARCHAEOLOGICAL AND NON-ARCHAEOLOGICAL ARTIFACTS. AS CONSTRUCTION BEGAN AND GALLERY PLANNING MOVED TO PRELIMINARY (BIDDABLE) FABRICATION DRAWINGS FOR THE NEW AMERICAN REVOLUTION MUSEUM AT YORKTOWN, 36 INDIVIDUAL ARTIFACTS OF THE 18TH CENTURY WERE ACQUIRED IN FISCAL YEAR 2012 WITH PRIVATE DONATIONS FOR FUTURE EXHIBIT IN NEW MUSEUM GALLERIES. A GROUP OF 12 RELATED ARTIFACTS OF THE 17TH CENTURY WERE ACQUIRED FOR JAMESTOWN SETTLEMENT. THE FOUNDATION'S ACQUISITION POLICY IS BASED UPON ACQUISITION OF ARTIFACTS AS EDUCATIONAL TOOLS. THE GOAL IS TO USE MATERIAL CULTURE TO CREATE AWARENESS AND UNDERSTANDING OF THE PAST AND CREATE CONNECTIONS TO THE MODERN ERA. ALL ARTIFACTS IN OUR COLLECTION ARE GIVEN A HIGH STANDARD OF CARE. OUR FACILITIES GIVE US THE CAPACITY TO CARRY OUT THE FULL RANGE OF COLLECTION CARE THAT IS EXPECTED AND REQUIRED OF A FULLY ACCREDITED INSTITUTION. 1001765 1 1 0 0 0 0 0 1 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 9 0 1 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 0 0 0 0 VA MA MD NY NC PA X X THE ORGANIZATION 7572537216 PO BOX 3605 WILLIAMSBURG VA 23187 X SUE H GERDELMAN 2.00 X X 0 0 0 JANE T KAPLAN 1.00 X X 0 0 0 CLIFFORD B FLEET 1.50 X X 0 0 0 A MARSHALL ACUFF JR 1.00 X X 0 0 0 MARI ANN BANKS 1.00 X X 0 0 0 GORDON C ANGLES 1.00 X 0 0 0 LINDA T BAKER 1.50 X 0 0 0 JOHN M CAMP III 1.00 X 0 0 0 H BENSON DENDY III 1.00 X 0 0 0 WILLIAM B DOWNEY 1.00 X 0 0 0 PAMELA W FITZPATRICK 1.00 X 0 0 0 MARJORIE N GRIER 1.00 X 0 0 0 JOHN H HAGER 1.00 X 0 0 0 ROBERT E MARTINEZ 1.00 X 0 0 0 J ROBERT MOONEY 1.00 X 0 0 0 STERLING M NICHOLS 1.00 X 0 0 0 THOMAS D RUTHERFOORD JR 1.00 X 0 0 0 H ALEXANDER WILSON III 1.50 X 0 0 0 0 0 0 0 0 0 0 0 11600 2148913 134892 2160513 JAMESTOWN SETTLEMENT 900099 14963 14963 14963 161370 161370 2195206 1763665 431541 431541 431541 13646 11600 11837 1809 1809 2770196 14963 0 594720 384192 384192 1407 101 626 680 62778 5115 26983 30680 6869 5733 1136 13395 13395 EVENTS AND EXHIBITS 487831 487831 MANAGEMENT SERVICES 487815 9818 290283 187714 CONTRACT SERVICES 152883 114708 38175 FUNDRAISING 46995 46995 33307 942 32365 1677472 1001765 376137 299570 141165 186356 2197262 1828898 841500 1715130 6567 6267 12533164 12598046 15719658 16334697 222755 245581 292859 292859 515614 538440 X 8289705 8235872 2328722 2964768 4585617 4595617 15204044 15796257 15719658 16334697 X 1092724 -500511 X 0 1 1 X 0 X 1409356 5793882 891438 1152777 2160513 11407966 1409356 5793882 891438 1152777 2160513 11407966 11407966 531598 247053 313468 327653 161370 1581142 203917 175535 727 380179 13369287 77185 0.85330 0.85580 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 11549838 10000 92401 489822 11162417 10036750 154374 1635486 276772 11549838 9095127 75131 1040687 174195 10036750 0.48500 0.41200 0.10300 0 0 0 MULTI-ASSET FUND 12598046 F 12598046 DUE TO COMMONWEALTH 292859 292859 2770196 1677472 1092724 -500511 -500511 592213 2296858 -500511 15336 -485175 2782033 -11837 -11837 2770196 1704645 15336 11837 27173 1677472 0 1677472 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 2012 AND 2011, COLLECTIONS IN THE AMOUNT OF $234,411 AND $196,825, RESPECTIVELY, WERE PURCHASED BY THE FOUNDATION AND INCLUDED IN PROGRAM SERVICES EXPENSE. THERE WERE NO SALES DURING 2012 AND 2011. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. 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. EXPENDITURES FROM THE FUND ARE BASED UPON A 5% SPENDING PLAN USING A THREE-YEAR AVERAGE MARKET VALUE. DURING 2012 AND 2011, $23,871 AND $14,277, 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. EXPENDITURES FROM THIS FUND ARE BASED UPON A 5% SPENDING PLAN USING A THREE-YEAR AVERAGE MARKET VALUE. DURING 2012 AND 2011, $54,174 AND $35,094, 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 PORFOLIO OF HIGH QUALITY SECURITIES. EXPENDITURES FROM THE FUND ARE BASED UPON A 5% SPENDING PLAN USING A THREE-YEAR AVERAGE MARKET VALUE. DURING 2012 AND 2011, $167,459 AND $173,626, RESPECTIVELY, WERE DRAWN FROM THE GENERAL ENDOWMENT FUND. DONOR RESTRICTED ENDOWMENT AT JUNE 30, 2012, 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2012 AND 2011. THE FOUNDATION'S INCOME TAX RETURNS FOR YEARS SINCE 2008 REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST INCOME -11,837. PART XIII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST INCOME 11,837. PARTY ON THE PIER 25246 11600 13646 555 8889 2300 93 25246 11600 13646 555 8889 2300 93 11837 1809 1 COMMONWEALTH OF VA JAMESTOWN YORKTOWN FOUNDATION PO BOX 1607 WILLIAMSBURG VA 23185 546022061 115(1) 384192 EDUCATIONAL INITIATIVES (STATEWIDE OUTREACH EDUCATION PROGRAM) AND CHANGING EXHIBITION PROGRAMS 1 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: 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. X 2 29775 DONOR VALUATION X 3 105117 NYSE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FOUNDATION'S AUDIT COMMITTEE, A SUB-COMMITTTEE OF THE BOARD OF DIRECTORS, REVIEWS THE FORM 990 BEFORE IT IS FILED. THE FORM 990 IS MADE AVAILABLE TO THE FOUNDATIONS' BOARD OF DIRECTORS PRIOR TO FILING. 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 ECONOMICE 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -500,511.