2025-03-31T08:38:44-05:00 2024-06-30 541631262 KEITER STEPHENS HURST GARY & SHREAVES 4401 DOMINION BLVD GLEN ALLEN VA 23060 990 2023-07-01 311618642 JAMESTOWN-YORKTOWN FOUNDATION INC JAME 7572537216 PO BOX 3605 WILLIAMSBURG VA 23187 CHRISTY S COLEMAN EXECUTIVE DIRECTOR 7572537216 2025-03-27 1 1 JAYME MIKA P00852731 8047470000 2023 2025-03-06 01:10:19Z CHRISTY S COLEMAN PO BOX 3605 WILLIAMSBURG VA 23187 4567705 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. 17 17 0 17 0 0 3645455 1579020 16878 11972 666857 634260 44985 29588 4374175 2254840 368482 480663 0 0 0 0 0 0 479564 2270596 2311913 2639078 2792576 1735097 -537736 26460344 28032949 1641504 1266044 24818840 26766905 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 1468247 344923 VISITOR EXPERIENCE - JAMESTOWN YORKTOWN FOUNDATION'S MUSEUMS - JAMESTOWN SETTLEMENT AND THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN - WELCOMED 453,103 PAID VISITORS IN FISCAL YEAR 2024. IN ADDITION TO PARTIAL OPERATING SUPPORT FROM THE COMMONWEALTH OF VIRGINIA AND EARNED INCOME THROUGH MUSEUM ADMISSION, RETAIL, AND CONCESSIONS, FUNDRAISING TOTALING $1.9 MILLION SUPPORTED JYF'S ABILITY TO ENGAGE VISITORS FROM ACROSS THE NATION IN 17TH AND 18TH-CENTURY VIRGINIA AND AMERICAN HISTORY THROUGH LIVING-HISTORY AREAS, PERMANENT GALLERIES, SPECIAL EXHIBITIONS, AND ANNUAL AND SPECIAL PROGRAMS.THE SPECIAL EXHIBITION "RUTH E. CARTER: AFROFUTURISM IN COSTUME DESIGN" WELCOMED NEW AND DIVERSE AUDIENCES TO JAMESTOWN SETTLEMENT, RAISING THE PROFILE OF JYF MUSEUMS AND PROGRAMMING. ON DISPLAY AT JAMESTOWN SETTLEMENT MAY 11, 2024, THROUGH JANUARY 5, 2025, THIS INNOVATIVE SPECIAL EXHIBITION SHOWCASED THE WORK OF TWO-TIME ACADEMY AWARD-WINNING COSTUME DESIGNER RUTH E. CARTER, WHO USES EXTENSIVE HISTORICAL RESEARCH IN HER FILMS, INCLUDING "AMISTAD," "MALCOM X," "SELMA, AND MARVEL'S "BLACK PANTHER" FILM SERIES. IN JUNE 2024, JYF'S SUSAN CONSTANT, A RE-CREATION OF ONE OF THE ORIGINAL THREE SHIPS THAT BROUGHT ENGLISH COLONISTS TO JAMESTOWN IN 1607 AND DESIGNATED THE FLAGSHIP OF THE OFFICIAL FLEET OF THE COMMONWEALTH OF VIRGINIA IN 2001, TRAVELED TO MYSTIC SEAPORT MUSEUM IN CONNECTICUT FOR A MULTIYEAR RESTORATION, ENSURING ITS ABILITY TO CONTINUE EDUCATING STUDENTS AND VISITORS AS A "FLOATING CLASSROOM" FOR MANY YEARS TO COME WHEN IT RETURNS IN 2026. CURATORIAL AND EDUCATION STAFF DESIGNED AND IMPLEMENTED PROGRAMMING FOR THE PIER AREA TO CONTINUE EDUCATING STUDENTS AND VISITORS IN THE SUSAN CONSTANT'S ABSENCE. JYF'S BOARD OF DIRECTORS APPROVED PLANS FOR A NEW DIGITAL MEDIA STUDIO FOLLOWING A FEASIBILITY STUDY COMPLETED IN FEBRUARY 2024. THIS NEW DIGITAL MEDIA STUDIO WILL ENHANCE THE DIGITAL MEDIA SERVICES TEAM'S ABILITY TO PROVIDE CUTTING-EDGE GALLERY INTERACTIVES, 4D FILMS, MOBILE APPS, ONLINE EXPERIENCES, AND VIRTUAL PROGRAMMING.THE FOUNDATION GENERATED SUPPORT FOR A SPECIAL EXHIBITION, "PATRONS AND PATRIOTS: THE LEGACY OF NICK AND MARY MATHEWS," CELEBRATING THE LIVES AND PHILANTHROPY OF NICK AND MARY MATHEWS, BELOVED YORKTOWN RESTAURANTEURS WHO DONATED THE LAND FOR THE YORKTOWN VICTORY CENTER, NOW THE AMERICAN REVOLUTION MUSEUM AT YORKTOWN. THE FOUNDATION ALSO CONTINUED TO SECURE SUPPORT FOR TWO UPCOMING SPECIAL EXHIBITIONS COMMEMORATING THE 250TH ANNIVERSARY OF THE DECLARATION OF INDEPENDENCE, "GIVE ME LIBERTY," THE SIGNATURE EXHIBITION OF VA250, AND "FRESH VIEWS OF THE AMERICAN REVOLUTION," A SPECIAL EXHIBITION SHOWCASING ART FROM THE 1976 BICENTENNIAL AND ENCOURAGING VISITORS, STUDENTS, AND THE COMMUNITY TO EXPLORE EVOLVING PERSPECTIVES ON THE LEGACIES OF THE AMERICAN REVOLUTION. JYF CONTINUED TO HOLD LONG-STANDING ANNUAL PROGRAMS, WITH MILITARY THROUGH THE AGES CELEBRATING ITS 40TH ANNIVERSARY, AND GROW RECENTLY CREATED EVENTS, WITH THE BLACK ARTIST SHOWCASE EXPANDING TO A MONTH-LONG EXHIBITION. THESE PROGRAMS ALLOW JYF TO CONNECT WITH LOCAL PERFORMERS, ARTISTS, AND HISTORIANS AND FOSTER KEY MUNICIPAL AND STATE PARTNERSHIPS. ANNUAL PROGRAMS HELD THROUGHOUT THE YEAR AT BOTH MUSEUMS INCLUDE: LIBERTY CELEBRATION, AN INDEPENDENCE DAY CELEBRATION; FIRST AFRICANS COMMEMORATION, WHICH HONORS THE LEGACY OF THE FIRST RECORDED AFRICANS BROUGHT TO VIRGINIA IN 1619; YORKTOWN VICTORY CELEBRATION, WHICH COMMEMORATES THE SIEGE OF YORKTOWN; FAMILY FRIGHTS, A FAMILY-FRIENDLY HALLOWEEN EVENT; FOODS & FEASTS OF COLONIAL VIRGINIA, WHICH EDUCATES VISITORS ABOUT CULINARY PRACTICES AND COOKING TECHNIQUES IN EARLY VIRGINIA; CHRISTMASTIDE IN VIRGINIA; AFTER ANGELO, A CELEBRATION OF AFRICAN AMERICAN CULTURE AND HERITAGE NAMED FOR ONE OF THE FIRST RECORDED AFRICAN WOMEN AT JAMESTOWN; THE BLACK ARTIST SHOWCASE, AN ANNUAL SHOWCASE OF VIRGINIA ARTISTS DURING BLACK HISTORY MONTH; MILITARY THROUGH THE AGES, AN ANNUAL GATHERING OF MILITARY RE-ENACTORS FROM ANCIENT TO MODERN HISTORY; INDIGENOUS ARTS DAY, A CELEBRATION OF FEATURING INDIGENOUS ARTISTS, CRAFTSPEOPLE, MUSICIANS, AND DANCERS; JAMESTOWN DAY, MARKING THE ANNIVERSARY OF THE FOUNDING OF JAMESTOWN; JUNETEENTH; AND CIVIC SEASON, A PERIOD BETWEEN JUNETEENTH AND INDEPENDENCE DAY THAT PROMOTES CIVIC ENGAGEMENT. THROUGHOUT THE YEAR, JYF HOSTS THE TALKING HISTORY SERIES AND DIRECTOR'S SERIES, WHICH INVITE A RANGE OF SCHOLARS, ARTISTS, INTERPRETERS, AND OTHER EXPERTS TO SHARE THEIR WORK WITH THE PUBLIC. 145895 135740 EDUCATIONAL PROGRAMS - JYF CONTINUED TO CARRY OUT ITS MISSION AS THE LARGEST PROVIDER OF MUSEUM EDUCATION PROGRAMS IN THE COMMONWEALTH, PROVIDING ONSITE, IN-PERSON OUTREACH, AND VIRTUAL OUTREACH EDUCATION TO NEARLY EVERY CITY AND COUNTY IN VIRGINIA. IN FY24, JYF EDUCATED 211,431 STUDENTS, A 6% INCREASE OVER THE PREVIOUS YEAR, INCLUDING 9,169 UNDER-RESOURCED STUDENTS FROM 41 TITLE I SCHOOL DISTRICTS IN VIRGINIA, A 33% INCREASE OVER THE PREVIOUS YEAR. TEACHER PROFESSIONAL DEVELOPMENT ALSO HAD AN EXTENSIVE REACH IN FY24, WITH 317 TEACHERS FROM 58 VIRGINIA SCHOOL DISTRICTS PARTICIPATING IN VIRTUAL PROFESSIONAL DEVELOPMENT WORKSHOPS, A 67% INCREASE OVER THE PREVIOUS YEAR. THE SUMMER TEACHER INSTITUTE, WHICH HELD ITS INAUGURAL SESSION FOR MIDDLE AND HIGH SCHOOL TEACHERS, WELCOMED 33 TEACHERS FROM 20 VIRGINIA SCHOOL DISTRICTS. AS AN EDUCATIONAL AGENCY OF THE COMMONWEALTH OF VIRGINIA, ALL JYF EDUCATION PROGRAMS AND TEACHER PROFESSIONAL DEVELOPMENT ARE ROOTED IN THE VIRGINIA STANDARDS OF LEARNING FOR HISTORY AND SOCIAL SCIENCE (SOL). JYF CONTINUES TO CULTIVATE LOCAL AND REGIONAL PARTNERSHIPS IN SUPPORTING THESE PROGRAMS. 49969 COLLECTIONS - THE FOUNDATION COLLECTION IS COMPRISED OF APPROXIMATELY 210,877 ARCHAEOLOGICAL AND NON-ARCHEOLOGICAL 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 TO SUPPORT 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 2024, THE ANNUAL FUND RAISED $868,769 FROM 1,700 DONORS. GIFTS TO THE ANNUAL FUND PROVIDE UNRESTRICTED SUPPORT THAT SUSTAINS THE FOUNDATION'S MUSEUMS AND PROGRAMMING, INCLUDING ARTIFACT ACQUISITIONS AND COLLECTIONS CARE; LIVING-HISTORY INTERPRETATION; PUBLIC PROGRAMS AND EVENTS; EDUCATION PROGRAMMING FOR K-12 STUDENTS; VOLUNTEER RECRUITMENT AND RETENTION; AND MARITIME EDUCATION. 1664111 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 27 0 1 0 1 0 0 0 0 0 0 0 0 0 0 X 17 17 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 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 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 THOMAS H TULLIDGE JR 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 1579020 25469 1579020 PROGRAM REVENUES 900099 11972 11972 11972 691847 691847 2255278 2312865 -57587 -57587 -57587 OTHER INCOME 900099 29588 29588 29588 2254840 41560 0 634260 X 480663 480663 20750 20750 90565 90565 808988 98844 396797 313347 80411 7787 51917 20707 11868 11329 539 15937 15937 EVENTS AND EXHIBIT EXPE 965974 965974 FUNDRAISING 105625 105625 OTHER EXPENSES 95324 27162 28816 39346 CONTRACT SERVICES 43834 43834 72637 39847 32790 2792576 1664111 648901 479564 4726622 3888310 119044 52386 4200 0 21610478 24092253 26460344 28032949 1641504 1266044 1641504 1266044 X 14392552 16072785 10426288 10694120 24818840 26766905 26460344 28032949 -537736 2485801 0 X 0 1 X 1 0 X 2136174 1460127 1517955 3645455 1579020 10338731 2136174 1460127 1517955 3645455 1579020 10338731 2683157 7655574 287990 566661 729703 691847 2276201 24700 31565 44985 29588 130838 12745770 0.60060 0.59610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 0 18410909 27072 3029496 684383 20783094 17012167 102607 1990828 694693 18410909 20308616 28288 -2732629 592108 17012167 15545532 400131 4742008 379055 20308616 14402637 578998 1024870 460973 15545532 0.60880 0.39120 0 0 0 MUTUAL FUNDS 20372029 F FIXED INCOME 2891623 F COMMON STOCK 828601 F 24092253 X 4651999 2485801 1923 2487724 2164275 90565 90565 2254840 2703934 1923 1923 2702011 90565 90565 2792576 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, INC. HAS INVESTMENT OVERSIGHT OVER ALL THE FOUNDATION'S ENDOWED ASSETS, WHICH AS OF JULY 1, 2024, AMOUNTED TO $20,783,094. FOR THE FISCAL YEAR 2024, 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. 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) 480663 0 EDUCATION PROGRAMS FOR MUSEUM VISITORS AND STATEWIDE OUTREACH TO STUDENTS 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 ACQUISITIONS 2 18700 FMV X EDUCATION SUPPLIES 4 4126 FMV X EQUIPMENT 4 2418 FMV X FOOD 1 225 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 COMMITTEE 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 83,844. MANAGEMENT AND GENERAL EXPENSES 396,797. FUNDRAISING EXPENSES 313,347. TOTAL EXPENSES 793,988. CONSULTATION SERVICES: PROGRAM SERVICE EXPENSES 15,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,000.