JAMESTOWN YORKTOWN FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JAMESTOWN YORKTOWN FOUNDATION INC (EIN 31-1618642)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-12-20
- IRS object ID
- 201323549349300807
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-12-20T11:54:05-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541631262 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEITERSTEPHENSHURSTGARY & SHREAVESPC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311618642 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMESTOWN-YORKTOWN FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JAME | NameControl |
| Phone | 7572537216 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PHILIP EMERSON | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 7572537216 | Phone |
| Date Signed | 2013-12-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN E KENT | Name |
| PTIN | P01076641 | PTIN |
| Phone | 8047470000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PHILIP EMERSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 3163383 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HISTORYISFUN.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 20 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2160513 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2492658 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 14963 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 11532 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 592911 | InvestmentIncomePriorYear |
| Investment Income Current Year | 649287 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1809 | OtherRevenuePriorYear |
| Other Revenue Current Year | -8885 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2770196 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3144592 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 384192 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 222810 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 358949 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1293280 | OtherExpensePriorYear |
| Other Expenses Current Year | 1262663 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1677472 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1485473 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1092724 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1659119 | RevenuesLessExpensesCY |
| Total Assets BOY | 16334697 | TotalAssetsBOY |
| Total Assets EOY | 18954559 | TotalAssetsEOY |
| Total Liabilities BOY | 538440 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 536464 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 15796257 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18418095 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 280240 | Expense |
| Grants | 136601 | Grants |
| Revenue | 11532 | Revenue |
| Description | 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. IN MARCH 2013, THE SPECIAL EXHIBITION "JAMESTOWN'S LEGACY TO THE AMERICAN REVOLUTION" OPENED IN JAMESTOWN SETTLEMENT'S SPECIAL EXHIBITION GALLERY. "JAMESTOWN'S LEGACY" FEATURES ARTIFACTS ACQUIRED FOR THE FUTURE AMERICAN REVOLUTION MUSEUM AT YORKTOWN; WHILE THAT NEW MUSEUM IS UNDER CONSTRUCTION, THESE ARTIFACTS HAVE BEEN "PRE-PURPOSED" TO GIVE THE FOUNDATION NEW WAYS TO EDUCATE VISITORS ABOUT THE REMARKABLE AND SOMETIMES UNEXPECTED CONNECTIONS BETWEEN 17TH- AND 18TH-CENTURY VIRGINIA. "JAMESTOWN'S LEGACY" OPENED IN MARCH 2013 AND WELCOMED 44,500 VISITORS THROUGH AUGUST 31. THE EXHIBITION WAS MADE POSSIBLE WITH PRIVATE GRANTS AND GIFTS. THE 2012 REVOLUTIONARY WAR LECTURE SERIES BROUGHT RESPECTED HISTORIANS AND AUTHORS TO THE YORKTOWN VICTORY CENTER TO SPEAK ON LOYALISTS, THE PEACE OF PARIS (1763), AND THE "UNFORESEEABLE" AMERICAN REVOLUTION; THE BATTLE OF THE CAPES; AND THE ORIGINS OF THE UNITED STATES CONSTITUTION. ATTENDANCE AT THE FOUR FALL LECTURES TOTALED MORE THAN 220. IN 2012, 99.7% OF SURVEYED VISITORS INDICATED THAT THEIR OVERALL EXPERIENCE AT OUR MUSEUM WAS "GOOD" OR "EXCELLENT;" COMBINED VISITATION TO BOTH MUSEUMS THAT YEAR WAS 619,475. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 276444 | Expense |
| Description | 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, 23 ARTIFACTS OF THE 18TH-CENTURY WERE ACQUIRED IN FISCAL YEAR 2013 FOR FUTURE EXHIBIT IN THE NEW MUSEUM GALLERIES. THREE ARTIFACTS WERE ACQUIRED FOR JAMESTOWN SETTLEMENT'S GALLERIES. 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. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 176254 | Expense |
| Grants | 86209 | Grants |
| Description | EDUCATIONAL PROGRAMS - DURING THE 2012-2013 ACADEMIC YEAR, JAMESTOWN-YORKTOWN FOUNDATION PROGRAMS SERVED 269,718 STUDENTS THROUGH HANDS-ON SESSIONS AND GUIDED TOURS AT BOTH MUSEUMS AND IN OUTREACH SETTINGS. 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. "ANNA'S ADVENTURES," AN ONLINE EDUCATIONAL VIDEO SERIES PRODUCED BY THE FOUNDATION'S OUTREACH STAFF, EARNED DISTINCTION THIS YEAR WITH AN AWARD OF MERIT FROM THE AMERICAN ASSOCIATION FOR STATE AND LOCAL HISTORY (AASLH) LEADERSHIP IN HISTORY AWARDS. WEB VISITS TO WWW.HISTORYISFUN.ORG FOR CALENDAR YEAR 2012 TOTALED NEARLY 1 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 ELDERHOSTEL) PROGRAM. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 732938 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 20 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | VA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7572537216 | TelephoneNumber |
Address US AddressUS
| 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 | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| A MARSHALL ACUFF JR | ||||||
| IMMEDIATE PAST PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| CLIFFORD B FLEET | ||||||
| TREASURER | 1.50 | X | X | 0 | 0 | 0 |
| GORDON C ANGLES | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| H ALEXANDER WILSON III | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| H BENSON DENDY III | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| J ROBERT MOONEY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JANE T KAPLAN | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| JOHN H HAGER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOHN M CAMP III | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LINDA T BAKER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MARI ANN BANKS | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| MARJORIE N GRIER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| PAMELA W FITZPATRICK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ROBERT E MARTINEZ | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| STERLING M NICHOLS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| SUE H GERDELMAN | ||||||
| PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| THOMAS D RUTHERFOORD JR | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM B DOWNEY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ANN G GRAY | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| HUNTER A APPLEWHITE | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 21000 | FundraisingEvents |
| All Other Contributions | 2471658 | AllOtherContributions |
| Noncash Contributions | 68219 | NoncashContributions |
| Total Contributions | 2492658 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | JAMESTOWN SETTLEMENT | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 11532 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11532 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 11532 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 208850 | TotalRevenueColumn |
| Exclusion | $208,850 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 440437 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 440437 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 440437 | TotalRevenueColumn |
| Exclusion | $440,437 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 9906 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 21000 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 18791 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -8885 | TotalRevenueColumn |
| Exclusion | -$8,885 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3144592 | TotalRevenueColumn |
| Related Or Exempt Function Income | 11532 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $640,402 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222810 | Total |
| Program Services | 222810 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1077 | Total |
| Program Services | 78 | ProgramServices |
| Management And General | 644 | ManagementAndGeneral |
| Fundraising | 355 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72792 | Total |
| Program Services | 4690 | ProgramServices |
| Management And General | 26283 | ManagementAndGeneral |
| Fundraising | 41819 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5963 | Total |
| Management And General | 5187 | ManagementAndGeneral |
| Fundraising | 776 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13422 | Total |
| Management And General | 13422 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MANAGEMENT SERVICES | 523722 | 10694 | 308565 | 204463 |
| EVENTS AND EXHIBIT EXPE | 449494 | 449494 | ||
| FUNDRAISING | 95306 | 95306 | ||
| CONTRACT SERVICES | 83207 | 45172 | 38035 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17680 | Total |
| Management And General | 1450 | ManagementAndGeneral |
| Fundraising | 16230 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1485473 | Total |
| Program Services | 732938 | ProgramServices |
| Management And General | 393586 | ManagementAndGeneral |
| Fundraising | 358949 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 186356 | BOY |
| EOY | 184005 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1828898 | BOY |
| EOY | 2163368 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1715130 | BOY |
| EOY | 2410698 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6267 | BOY |
| EOY | 5906 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12598046 | BOY |
| EOY | 14190582 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16334697 | BOY |
| EOY | 18954559 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 245581 | BOY |
| EOY | 243605 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 292859 | BOY |
| EOY | 292859 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 538440 | BOY |
| EOY | 536464 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8235872 | BOY |
| EOY | 9189843 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2964768 | BOY |
| EOY | 4642635 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4595617 | BOY |
| EOY | 4585617 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15796257 | BOY |
| EOY | 18418095 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16334697 | BOY |
| EOY | 18954559 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 1659119 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 962719 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5793882 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 891438 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1152777 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2160513 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2502560 | CurrentTaxYear |
| Total | 12501170 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5793882 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 891438 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1152777 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2160513 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2502560 | CurrentTaxYear |
| Total | 12501170 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 12501170 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 247053 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 313468 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 327653 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 161370 | CurrentTaxYearMinus1Year |
| Current Tax Year | 208850 | CurrentTaxYear |
| Total | 1258394 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 175535 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 727 | CurrentTaxYearMinus3Years |
| Total | 176262 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 13935826 | TotalSupport |
| Gross Receipts From Admissions Etc | 76573 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.89710 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.85330 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11196039 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 1612006 | InvestmentEarningsOrLosses |
| Other Expenditures | 381791 | OtherExpenditures |
| End Of Year Balance | 12426254 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11549838 | BeginningOfYearBalance |
| Contributions | 10000 | Contributions |
| Investment Earnings Or Losses | 92401 | InvestmentEarningsOrLosses |
| Other Expenditures | 456200 | OtherExpenditures |
| End Of Year Balance | 11196039 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10036750 | BeginningOfYearBalance |
| Contributions | 154374 | Contributions |
| Investment Earnings Or Losses | 1635486 | InvestmentEarningsOrLosses |
| Other Expenditures | 276772 | OtherExpenditures |
| End Of Year Balance | 11549838 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9095127 | BeginningOfYearBalance |
| Contributions | 75131 | Contributions |
| Investment Earnings Or Losses | 1040687 | InvestmentEarningsOrLosses |
| Other Expenditures | 174195 | OtherExpenditures |
| End Of Year Balance | 10036750 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.49800 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.36900 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.13300 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MULTI-ASSET FUND | Description |
| Book Value | 14190582 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 14190582 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE TO COMMONWEALTH | Description |
| Amount | $292,859 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 292859 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 4140590 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 962717 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 14490 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 18791 | OtherRevenues |
| Revenue Not Rptd F990 | 995998 | RevenueNotRptdF990 |
| Revenue Subtotal | 3144592 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3144592 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1518754 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 14490 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 18791 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 33281 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1485473 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1485473 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 2013 AND 2012, $21,531 AND $23,871, 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 2013 AND 2012, $50,582 AND $54,174,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 2013 AND 2012. $149,244 AND $167,459, 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. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| 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, 2013 AND 2012. THE FOUNDATION'S INCOME TAX RETURNS FOR YEARS SINCE 2009 REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| FUNDRAISING EXPENSES NETTED AGAINST REVENUE 18,791. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| FUNDRAISING EXPENSES NETTED AGAINST REVENUE 18,791. | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PARTY ON THE PIER | NameOfEvent1 |
| Gross Receipts Event1 | 24856 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 18100 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 6756 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 879 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 10994 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 2300 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 74 | OtherDirectExpensesEvent1 |
| Name Of Event2 | PIGS POINT | NameOfEvent2 |
| Gross Receipts Event2 | 6050 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 2900 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 3150 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 4356 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 188 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 30906 | GrossReceiptsTotal |
| Charitable Contributions Total | 21000 | CharitableContributionsTotal |
| Gross Revenue Total Events | 9906 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 879 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 15350 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2300 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 262 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 18791 | DirectExpenseSummaryEvents |
| Net Income Summary | -8885 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COMMONWEALTH OF VA JAMESTOWN YORKTOWN FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| 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) |
|---|---|---|
| EIN Of Recipient | 546022061 | EINOfRecipient |
| IRC Section | 115(1) | IRCSection |
| Amount Of Cash Grant | 222810 | AmountOfCashGrant |
| Purpose Of Grant | EDUCATIONAL INITIATIVES (STATEWIDE OUTREACH EDUCATION PROGRAM) AND CHANGING EXHIBITION PROGRAMS | PurposeOfGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | 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. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 68219 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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 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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