2024-02-22T16:19:57-06:00 2023-06-30 541631262 KEITER STEPHENS HURST GARY & SHREAVES 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2022-07-01 311618642 JAMESTOWN-YORKTOWN FOUNDATION INC JAME 7572537216 PO BOX 3605 WILLIAMSBURG VA 23187 CHRISTY S COLEMAN EXECUTIVE DIRECTOR 7572537216 2024-02-16 1 CHRISTY COLEMAN 999009999 1 VIRGINIA R BELCHER P00421964 8047470000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTY S COLEMAN PO BOX 3605 WILLIAMSBURG VA 23187 4437021 0 X WWW.JYFMUSEUMS.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 AMERICAN REVOLUTION MUSEUM. THE ORGANIZATION DIRECTS FUNDRAISING FOR PRIVATE GIFTS, MANAGES THE ENDOWMENT AND ASSISTS WITH THE ACQUISITION OF ARTIFACTS FOR THE COLLECTION OF THE JAMESTOWN SETTLEMENT MUSEUM AND THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN. THE ORGANIZATION RECEIVES CHARITABLE GIFTS AND DONATIONS FOR THE BENEFIT OF THE FOUNDATION. 21 21 0 21 0 0 1517955 3645455 16951 16878 1047607 666857 31565 44985 2614078 4374175 297936 368482 0 0 0 0 0 0 517576 1669512 2270596 1967448 2639078 646630 1735097 23441243 26460344 1761812 1641504 21679431 24818840 X THE JAMESTOWN-YORKTOWN FOUNDATION, INC. IS A NONPROFIT 501(C)(3) ORGANIZATION THAT PURSUES PRIVATE FUNDS TO STRENGTHEN AND MAINTAIN MUSEUM PROGRAMS AND SERVICES, ASSISTS WITH THE DEVELOPMENT OF THE MUSEUM COLLECTION, AND OVERSEES THE ENDOWMENT. THE JAMESTOWN-YORKTOWN FOUNDATION, AN EDUCATIONAL INSTITUTION OF THE COMMONWEALTH OF VIRGINIA, SHALL FOSTER THROUGH ITS LIVING-HISTORY MUSEUMS - JAMESTOWN SETTLEMENT AND AMERICAN REVOLUTION MUSEUM - AN AWARENESS AND UNDERSTANDING OF THE EARLY HISTORY, SETTLEMENT AND DEVELOPMENT OF THE UNITED STATES THROUGH THE CONVERGENCE OF AMERICAN INDIAN, EUROPEAN AND AFRICAN CULTURES AND THE ENDURING LEGACIES BEQUEATHED TO THE NATION. 0 0 1197125 278079 16878 VISITOR EXPERIENCE JAMESTOWN-YORKTOWN FOUNDATION'S MUSEUMS JAMESTOWN SETTLEMENT AND THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN PRESENTED A FULL CALENDAR OF PUBLIC PROGRAMS THAT COMMEMORATED HISTORICAL EVENTS, EDUCATED AUDIENCES, CELEBRATED THE HOLIDAYS AND ENGAGED ADULTS AND CHILDREN WITH THE STORIES OF AMERICA'S FOUNDING FROM DIVERSE CULTURAL PERSPECTIVES. THE JAMESTOWN-YORKTOWN FOUNDATION, WHICH HAD AN OPERATING BUDGET OF $23.5 MILLION IN FISCAL YEAR 2023, RECEIVES PARTIAL OPERATING SUPPORT FROM THE COMMONWEALTH OF VIRGINIA AND EARNS INCOME THROUGH MUSEUM ADMISSIONS, RETAIL AND CONCESSIONS, AND FUNDRAISING. FUNDRAISING TOTALED $3.8 MILLION IN FISCAL YEAR 2023. GIFTS MADE A CRITICAL DIFFERENCE IN OUR ABILITY TO ENGAGE, EDUCATE AND WELCOME 462,014 PAID VISITORS IN FISCAL YEAR 2023, 76% OF WHOM VISITED FROM OUTSIDE VIRGINIA. JAMESTOWN-YORKTOWN FOUNDATION MUSEUMS' RECOVERY FROM THE COVID-19 PANDEMIC'S EFFECT ON VISITATION HAS BEEN ROBUST. HOWEVER, VISITATION NUMBERS HAVE YET TO FULLY RETURN TO FISCAL YEAR 2019 NUMBERS (533,730). EXHIBITIONS, EVENTS AND PROGRAMMING ARE INTEGRAL TO THE VISITOR EXPERIENCE. "REIGN & REBELLION," AN INNOVATIVE TWO-FOLD SPECIAL EXHIBITION, RAN FROM NOVEMBER 5, 2022 TO SEPTEMBER 19, 2023. "REIGN & REBELLION" ILLUMINATED THE LEGACY OF THE STUART MONARCHS (1603-1714) IN COLONIAL VIRGINIA FROM INITIAL ENGLISH SETTLEMENT TO THE AMERICAN REVOLUTION. AT JAMESTOWN SETTLEMENT, THE EXHIBITION CONSIDERED HOW THE MONARCHY UNDER THE STUARTS SOLIDIFIED EARLY VIRGINIA'S IDENTITY, WHICH HAD LASTING IMPACTS FOR THE REMAINDER OF THE COLONIAL PERIOD. AT THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN, THE EXHIBITION EXPLORED HOW THE LEGACIES OF THE STUART ERA CONTRIBUTED TO VIRGINIA'S JOURNEY FROM LOYAL CAVALIERS TO FIGHTING FOR INDEPENDENCE FROM GREAT BRITAIN, CRAFTING A DISTINCTLY AMERICAN IDENTITY IN THE PROCESS. BOTH HALVES OF THE EXHIBITION HIGHLIGHTED HOW THE INTERWEAVING OF INDIGENOUS, WEST AFRICAN AND EUROPEAN INFLUENCES CONTRIBUTED TO VIRGINIA'S RELATIONSHIP TO THE STUART LEGACY. THE FOUNDATION CONTINUED TO CULTIVATE DONORS AND OBTAIN FUNDING FOR SPECIAL EXHIBITIONS, INCLUDING "REIGN & REBELLION AND THE UPCOMING "RUTH E. CARTER: AFROFUTURISM IN COSTUME DESIGN." THESE SPECIAL EXHIBITIONS, ALONG WITH OUR PERMANENT GALLERIES, ENABLE JYF TO SHARE MANY OF THE 210,877 ARTIFACTS IN THE FOUNDATION'S COLLECTION. RE-CREATED LIVING HISTORY SITES AT JAMESTOWN SETTLEMENT AND THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN COMPLEMENT THE PERMANENT AND SPECIAL EXHIBITION GALLERIES, BRINGING EARLY AMERICAN HISTORY TO LIFE FOR OUR VISITORS THROUGHOUT THE YEAR. SEASONAL MUSEUM PROGRAMS AND EVENTS HELD DURING FISCAL YEAR 2023 AT BOTH MUSEUMS OFFERED UNIQUE ACTIVITIES AND WAYS TO CONNECT WITH HISTORY. ANNUAL SEASONAL PROGRAMS DREW OVER 58,000 VISITORS DURING FISCAL YEAR 2023, INCLUDING: LIBERTY CELEBRATION, OUR INDEPENDENCE DAY CELEBRATION; FIRST AFRICANS COMMEMORATION, HONORING THE LEGACY OF THE FIRST RECORDED AFRICANS BROUGHT TO VIRGINIA IN 1619; FAMILY FRIGHTS, A HALLOWEEN-THEMED TRANSFORMATION OF OUR INTERPRETIVE AREAS; FOODS & FEASTS OF COLONIAL VIRGINIA, EXPLORING 17TH AND 18TH-CENTURY FOODWAYS; CHRISTMASTIDE IN VIRGINIA; AFTER ANGELO, AN ANNUAL CELEBRATION OF AFRICAN AND AFRICAN AMERICAN HISTORY AND CULTURE NAMED FOR THE FIRST RECORDED AFRICAN WOMAN TO ARRIVE AT JAMESTOWN IN 1619; MILITARY THROUGH THE AGES, FEATURING HUNDREDS OF RE-ENACTORS OF ARMED FORCES FROM 500 B.C.E. TO 21ST-CENTURY SOLDIERS; INDIGENOUS ARTS DAY, CELEBRATING TRADITIONAL AND CONTEMPORARY INDIGENOUS ART; JAMESTOWN DAY, MARKING THE ANNIVERSARY OF JAMESTOWN'S 1607 FOUNDING; JUNETEENTH; AND CIVIC SEASON, A SERIES OF CIVICS-RELATED PROGRAMS AND EVENTS TO ENGAGE YOUNGER GENERATIONS IN AMERICAN DEMOCRACY. JYF ALSO CONTINUED A NEW PROGRAM LAUNCHED IN 2022, THE DIRECTOR'S SERIES, INVITING VISITORS AND LOCAL COMMUNITY MEMBERS TO JOIN EXECUTIVE DIRECTOR CHRISTY S. COLEMAN AS SHE JOINS WITH PROMINENT SCHOLARS AND PUBLIC FIGURES FOR LIVELY AND ENLIGHTENING CONVERSATIONS SURROUNDING OUR SHARED LEGACIES OF AMERICAN HISTORY. 171621 90403 EDUCATIONAL PROGRAMS THE JAMESTOWN-YORKTOWN FOUNDATION CONTINUED TO CARRY OUT ITS MISSION AS THE LARGEST PROVIDER OF MUSEUM EDUCATION PROGRAMS IN THE COMMONWEALTH. THESE PROGRAMS INCLUDE CURRICULUM-BASED, ON-SITE PROGRAMS FOR STUDENT GROUPS AND HOMESCHOOL FAMILIES, IN VIRGINIA CLASSROOM OUTREACH SETTINGS, TEACHER DEVELOPMENT PROGRAMS AND VIRTUAL EDUCATION OPPORTUNITIES FOR BOTH ADULTS AND CHILDREN. IN FISCAL YEAR 2023, CORRESPONDING WITH THE 2022-2023 ACADEMIC YEAR, JYF MUSEUM EDUCATION STAFF ENGAGED WITH 199,144 STUDENTS, A 78% INCREASE OVER FISCAL YEAR 2022, THROUGH INTERACTIVE PROGRAMS AND GUIDED EXPERIENCES AT BOTH MUSEUMS AND IN OUTREACH SETTINGS. JYF MUSEUM EDUCATORS ENGAGED WITH 6,887 STUDENTS FROM 38 UNDER-RESOURCED VIRGINIA SCHOOL DISTRICTS, A 250% INCREASE OVER THE PREVIOUS YEAR. THE FOUNDATION'S AWARD-WINNING EDUCATION PROGRAMS SUPPORT STUDENTS IN MEETING VIRGINIA'S STANDARDS OF LEARNING AS WELL AS NATIONAL LEARNING STANDARDS AND HAVE BEEN ENDORSED BY THE NATIONAL COUNCIL FOR THE SOCIAL STUDIES. THE SUMMER TEACHER INSTITUTE HOSTED 20 TEACHERS FROM 18 VIRGINIA DISTRICTS, PROVIDING AN ARRAY OF NEW TEACHING METHODS, TOOLS AND CONTENT TO SUPPORT TEACHERS IN BRINGING HANDS-ON, ENGAGING HISTORY LESSONS BACK TO THEIR CLASSROOMS. 190 TEACHERS FROM AROUND THE COUNTRY ATTENDED SIX VIRTUAL TEACHER WORKSHOPS. 79515 COLLECTIONS THE FOUNDATION COLLECTION IS COMPRISED OF 210,877 ARCHAEOLOGICAL AND NON-ARCHAEOLOGICAL ARTIFACTS RELATING TO HISTORICAL THEMES AT THE MUSEUMS, INCLUDING 17TH- AND 18TH-CENTURY PORTRAITS, DOCUMENTS, FURNISHINGS, TOYS, CEREMONIAL AND DECORATIVE OBJECTS, TOOLS AND IMPLEMENTS, WEAPONRY, MILITARY EQUIPMENT, NAUTICAL OBJECTS, CLOTHING, PERSONAL EFFECTS AND HOUSEHOLD OBJECTS. THE FOUNDATION CONTINUES TO BUILD ITS COLLECTION BY ACQUIRING ARTIFACTS TO EXHIBIT AT BOTH MUSEUMS IN SUPPORT OF ITS EDUCATIONAL MISSION.THE FOUNDATION'S COLLECTIONS POLICY REFLECTS AN EMPHASIS ON PUBLIC EDUCATION AND EXHIBITION BY ACQUIRING OBJECTS THAT ARE CENTRAL TO A DYNAMIC EXHIBITS PROGRAM. PERIOD ARTIFACTS ADD ANOTHER DIMENSION TO THE FULFILLMENT OF THE AGENCY'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. ANNUAL FUND IN FISCAL YEAR 2023, THE ANNUAL FUND RAISED $789,828 FROM NEARLY 1,900 DONORS. GIFTS TO THE ANNUAL FUND PROVIDE UNRESTRICTED SUPPORT THAT HELPS SUSTAIN THE FOUNDATION'S MUSEUMS AND EDUCATION PROGRAMS, INCLUDING ARTIFACT ACQUISITIONS AND COLLECTIONS CARE; LIVING-HISTORY INTERPRETATION WITHIN THE OUTDOOR EXHIBITS; CURATORIAL SERVICES, PUBLIC PROGRAMS AND EVENTS; MUSEUM EDUCATION PROGRAMS FOR STUDENTS, INCLUDING FIELD TRIPS, CLASSROOM OUTREACH AND DISTANCE LEARNING; VOLUNTEER RECRUITMENT AND RETENTION; AND MARITIME EDUCATIONFURTHERING THE FOUNDATION'S EDUCATIONAL MISSION. ENDOWMENT THE JAMESTOWN-YORKTOWN FOUNDATION, INC. HAS INVESTMENT OVERSIGHT OVER ALL OF THE FOUNDATION'S ENDOWED ASSETS, WHICH AS OF DECEMBER 31, 2023, AMOUNTED TO $18,972,984. FOR THE FISCAL YEAR 2022, THE ENDOWMENTS' EXPENDABLE EARNINGS WERE USED TO SUPPORT CORE PUBLIC PROGRAMS AND EDUCATION PROGRAM AREAS INCLUDING LIVING-HISTORY INTERPRETATION, MARITIME EDUCATION, OUTREACH EDUCATION, SPECIAL EXHIBITIONS AND ARTIFACT ACQUISITION. 1448261 1 1 0 0 0 0 0 1 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 26 0 1 0 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 1 1 0 0 0 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WI X X THE ORGANIZATION 7572537216 PO BOX 3605 WILLIAMSBURG VA 23187 X X TERRY E HALL PRESIDENT 1.00 X X 0 0 0 MRS TJ CARDWELL VICE PRESIDENT 1.00 X X 0 0 0 MARI ANN BANKS SECRETARY 1.00 X X 0 0 0 ALEXIS N SWANN TREASURER 1.00 X X 0 0 0 CAROLYN S ABBITT BOARD MEMBER 1.00 X 0 0 0 BENTLEY R ANDREWS BOARD MEMBER 1.00 X 0 0 0 LAWRENCE BERNERT III BOARD MEMBER 1.00 X 0 0 0 DONNA P CHAPMAN BOARD MEMBER 1.00 X 0 0 0 HELEN ZADARLIK COUSINS BOARD MEMBER 1.00 X 0 0 0 BK FULTON BOARD MEMBER 1.00 X 0 0 0 MICHAEL T HARRISON SR BOARD MEMBER 1.00 X 0 0 0 WILLIAM J LONGAN JR BOARD MEMBER 1.00 X 0 0 0 THOMAS K NORMENT JR BOARD MEMBER 1.00 X 0 0 0 FRED W PALMORE III BOARD MEMBER 1.00 X 0 0 0 O DAVID STEPHENS BOARD MEMBER 1.00 X 0 0 0 FRANCES P SYKES BOARD MEMBER 1.00 X 0 0 0 THOMAS H TULLIDGE JR BOARD MEMBER 1.00 X 0 0 0 B HARRISON TURNBULL BOARD MEMBER 1.00 X 0 0 0 ADRIA VANHOOZIER BOARD MEMBER 1.00 X 0 0 0 KARIN A WULF BOARD MEMBER 1.00 X 0 0 0 FRANCES C BRADFORD BOARD MEMBER 1.00 X 0 0 0 CHRISTY S COLEMAN EXECUTIVE DIRECTOR 40.00 X 0 0 0 0 0 0 0 0 0 0 0 3645455 26192 3645455 PROGRAM REVENUES 900099 16878 16878 16878 729703 729703 62846 -62846 -62846 -62846 OTHER INCOME 900099 44985 44985 44985 4374175 16878 0 711842 X 368482 368482 19750 19750 80341 80341 884630 81938 422796 379896 88533 9631 54833 24069 18074 17172 902 15541 15541 EVENTS AND EXHIBIT EXPE 775972 775972 CONTRACT SERVICES 126142 126142 FUNDRAISING 94493 94493 ACQUISITIONS 79515 79515 87605 6581 62808 18216 2639078 1448261 673241 517576 3052418 4726622 402863 119044 4200 19985962 21610478 23441243 26460344 1761812 1641504 1761812 1641504 X 13503584 14392552 8175847 10426288 21679431 24818840 23441243 26460344 1735097 1404312 0 X 0 1 X 1 0 X 1628698 2136174 1460127 1517955 3645455 10388409 1628698 2136174 1460127 1517955 3645455 10388409 3053603 7334806 230873 287990 566661 729703 1815227 24700 31565 44985 101250 12304886 0.59610 0.73070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 17012167 102607 1990828 694693 18410909 20308616 28288 -2732629 592108 17012167 15545532 400131 4742008 379055 20308616 14402637 578998 1024870 460973 15545532 14424849 470032 492244 14402637 0.58406 0.41594 0 0 0 MUTUAL FUNDS 17848344 F FIXED INCOME 2917272 F COMMON STOCK 844862 F 21610478 X 5698671 1404312 525 1404837 4293834 80341 80341 4374175 2559262 525 525 2558737 80341 80341 2639078 PART III, LINE 4: THE FOUNDATION HAS ELECTED NOT TO INCLUDE COLLECTIONS OF ART AND HISTORICAL TREASURES IN THE FINANCIAL STATEMENTS SINCE THEY BECOME ASSETS OF THE COMMONWEALTH OF VIRGINIA. THESE COLLECTIONS ARE COMPRISED PRIMARILY OF FINE ART AND ARTIFACTS AT JAMESTOWN SETTLEMENT, THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN AND THE CENTRAL SUPPORT 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. PART V, LINE 4: THE JAMESTOWN-YORKTOWN FOUNDATION'S ENDOWMENT WAS CREATED IN 1982 TO HELP ENSURE FUTURE FISCAL STABILITY. THE ENDOWMENT AMOUNTED TO $18 MILLION AS OF JUNE 30, 2023. FOR FISCAL YEAR ENDING JUNE 30, 2023, THE ENDOWMENT'S EXPENDABLE EARNINGS WERE USED TO SUPPORT CORE PUBLIC AND STRUCTURED EDUCATION PROGRAM AREAS, INCLUDING THE MARITIME EDUCATION PROGRAM, OUTREACH EDUCATION, AND HISTORICAL INTERPRETATION AT BOTH MUSEUMS, AS WELL AS SPECIAL EXHIBITIONS AT JAMESTOWN SETTLEMENT. PART X, LINE 2: THE FOUNDATION FOLLOWS THE FASB GUIDANCE FOR HOW UNCERTAIN TAX POSITIONS SHOULD BE RECOGNIZED, MEASURED, DISCLOSED AND PRESENTED IN THE FINANCIAL STATEMENTS. THIS REQUIRES THE EVALUATION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED "WHEN CHALLENGED OR "WHEN EXAMINED" BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD WOULD BE RECORDED AS A TAX EXPENSE AND LIABILITY IN THE CURRENT YEAR. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITION AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT BY ANY TAX JURISDICTION. 1 COMMONWEALTH OF VA JAMESTOWN YORKTOWN FOUNDATION PO BOX 1607 WILLIAMSBURG VA 23185 546022061 115(1) 368482 0 EDUCATION PROGRAMS FOR MUSEUM VISITORS AND STATEWIDE OUTREACH TO STUDENTS 1 PART I, LINE 2: THE ORGANIZATION ONLY MAKES GRANTS TO JAMESTOWN-YORKTOWN FOUNDATION, AN AGENCY OF THE COMMONWEALTH OF VIRGINIA. RESTRICTED GIFTS TRANSFERRED TO THE STATE AGENCY ARE EXPENDED IN ACCORDANCE WITH THE ORIGINAL GIFT RESTRICTION. X 401 FMV X 20 FMV X ACQUISITIONS 1 24060 FMV X EDUCATION SUPPLIES 6 1656 FMV X EQUIPMENT 1 55 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 IS REVIEWED BY THE CHAIRMAN OF THE BOARD AND FINANCE COMMITTE CHAIR PRIOR TO FILING. THE COPY OF FILED FORM 990 WILL BE SHARED WITH ALL BOARD MEMBERS AT THE NEXT BOARD MEETING, WHICH IS HELD AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C 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. FORM 990, PART VII, THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES. THE FOUNDATION'S FUNCTIONS ARE PERFORMED BY EMPLOYEES OF THE JAMESTOWN-YORKTOWN FOUNDATION, AN AGENCY OF THE COMMONWEALTH OF VIRGINIA. THE ORGANIZATION REIMBURSES THE FOUNDATION FOR SERVICES RELATED TO EXECUTIVE MANAGEMENT, FINANCE AND FUNDRAISING. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 81,938. MANAGEMENT AND GENERAL EXPENSES 422,796. FUNDRAISING EXPENSES 379,896. TOTAL EXPENSES 884,630.