Civic Intelligence

Jamestown Yorktown Foundation Inc.

990 • Fiscal year 2014 • EIN 31-1618642

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 13, 2015

Organization ProfileWWW.HISTORYISFUN.ORG
PO Box 360523187

(757) 253-7216

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.03x

Higher debt load relative to assets than 20% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

39th percentile

0.16x

Higher debt load relative to revenue than 39% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

80th percentile

23%

Higher net margin than 80% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

60th percentile

6.0%

Faster asset growth than 60% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$20,099,780

Up $1,145,221 (+6.0%) from 2013

Net Assets

Up

$19,515,424

Up $1,097,329 (+6.0%) from 2013

Liabilities

Up

$584,356

Up $47,892 (+8.9%) from 2013

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin80th percentile

Revenue

$3,628,340

No earlier filing loaded for comparison.

Expenses

Up

$2,808,685

Up $1,323,212 (+89%) from 2013

Net Income

$819,655

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2010: $14,242,113Liabilities 2010: $307,392Net Assets 2010: $13,934,7212010Assets 2011: $15,719,658Liabilities 2011: $515,614Net Assets 2011: $15,204,0442011Assets 2012: $16,334,697Liabilities 2012: $538,440Net Assets 2012: $15,796,2572012Assets 2013: $18,954,559Liabilities 2013: $536,464Net Assets 2013: $18,418,0952013Assets 2014: $20,099,780Liabilities 2014: $584,356Net Assets 2014: $19,515,4242014Assets 2015: $19,776,521Liabilities 2015: $358,724Net Assets 2015: $19,417,7972015Assets 2016: $18,904,792Liabilities 2016: $867,476Net Assets 2016: $18,037,3162016Assets 2017: $20,551,721Liabilities 2017: $634,693Net Assets 2017: $19,917,0282017Assets 2018: $21,244,265Liabilities 2018: $732,477Net Assets 2018: $20,511,7882018Assets 2019: $20,326,714Liabilities 2019: $578,071Net Assets 2019: $19,748,6432019Assets 2020: $21,073,483Liabilities 2020: $427,970Net Assets 2020: $20,645,5132020Assets 2021: $25,575,167Liabilities 2021: $847,488Net Assets 2021: $24,727,6792021Assets 2022: $23,441,243Liabilities 2022: $1,761,812Net Assets 2022: $21,679,4312022Assets 2023: $26,460,344Liabilities 2023: $1,641,504Net Assets 2023: $24,818,8402023Assets 2024: $28,032,949Liabilities 2024: $1,266,044Net Assets 2024: $26,766,9052024Assets 2025: $30,197,263Liabilities 2025: $1,272,880Net Assets 2025: $28,924,3832025

Highlighted filing

2014

Assets$20,099,780
Liabilities$584,356
Net Assets$19,515,424
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,436,5692010Expenses 2011: $1,530,7202011Expenses 2012: $1,677,4722012Expenses 2013: $1,485,4732013Revenue 2014: $3,628,340Expenses 2014: $2,808,685Net Income 2014: $819,6552014Revenue 2015: $3,498,506Expenses 2015: $2,456,729Net Income 2015: $1,041,7772015Revenue 2016: $1,990,784Expenses 2016: $1,938,008Net Income 2016: $52,7762016Revenue 2017: $3,855,992Expenses 2017: $2,823,765Net Income 2017: $1,032,2272017Revenue 2018: $3,891,063Expenses 2018: $2,051,263Net Income 2018: $1,839,8002018Revenue 2019: $2,789,800Expenses 2019: $2,868,947Net Income 2019: -$79,1472019Revenue 2020: $2,075,856Expenses 2020: $2,270,991Net Income 2020: -$195,1352020Revenue 2021: $1,395,250Expenses 2021: $2,319,214Net Income 2021: -$923,9642021Revenue 2022: $2,614,078Expenses 2022: $1,967,448Net Income 2022: $646,6302022Revenue 2023: $4,374,175Expenses 2023: $2,639,078Net Income 2023: $1,735,0972023Revenue 2024: $2,254,840Expenses 2024: $2,792,576Net Income 2024: -$537,7362024Revenue 2025: $3,735,701Expenses 2025: $2,885,159Net Income 2025: $850,5422025

Highlighted filing

2014

Revenue$3,628,340
Expenses$2,808,685
Net Income$819,655
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 13, 2015
Return Version
2013v4.0
Gross Receipts
$3,678,402
Mission and Program Overview

Mission

The jamestown-yorktown foundation, an educational institution of the commonwealth of virginia, shall foster through its living-history museums- jamestown settlement and the yorktown victory center- 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. 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, 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$14,190,582$17,902,570▲ $3,711,988
Savings and Temporary Cash Investments$2,163,368$0▼ $2,163,368
Pledges and Grants Receivable$2,410,698$1,985,344▼ $425,354
Cash and Non-Interest-Bearing Accounts$184,005$209,424▲ $25,419
Prepaid Expenses and Deferred Charges$5,906$2,442▼ $3,464
Total Assets$18,954,559$20,099,780▲ $1,145,221
Liabilities
Other Liabilities$292,859$292,859→ $0
Accounts Payable and Accrued Expenses$243,605$291,497▲ $47,892
Total Liabilities$536,464$584,356▲ $47,892
Net Assets / Fund Balance
Unrestricted Net Assets$9,189,843$9,737,770▲ $547,927
Temporarily Rstr Net Assets$4,642,635$5,192,037▲ $549,402
Permanently Rstr Net Assets$4,585,617$4,585,617→ $0
Total Net Assets Fund Balance$18,418,095$19,515,424▲ $1,097,329
Total Liabilities and Net Assets / Fund Balance$18,954,559$20,099,780▲ $1,145,221

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,400,811--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$12,426,254-▲ $1,879,097$427,968$13,877,384
2012$11,196,039-▲ $1,612,006$381,791$12,426,254
2011$11,549,838$10,000▲ $92,401$456,200$11,196,039
2010$10,036,750$154,374▲ $1,635,486$276,772$11,549,838
2009$9,095,127$75,131▲ $1,040,687$174,195$10,036,750
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Sue H GerdelmanImmediate Past President
Clifford B FleetPresident
John H HagerVice President
A Marshall Acuff JrBoard Member
Ann G GrayBoard Member
Brian T FieldsBoard Member
H Alexander Wilson IiiBoard Member
H Benson Dendy IiiBoard Member
Herbert V Kelly JrBoard Member
Hunter a ApplewhiteBoard Member
J Robert MooneyBoard Member
Jane T KaplanBoard Member
John M Camp IiiBoard Member
Keith B DuboisBoard Member
Linda T BakerBoard Member
Marjorie N GrierBoard Member
Pamela W FitzpatrickBoard Member
Robert E MartinezBoard Member
Thomas H Tullidge JrBoard Member
William B DowneyBoard Member
Mari Ann BanksSecretary
Gordon C AnglesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,045,559
Program Service Revenue
$11,273
Investment Income
$1,601,423
Other Revenue
$-29,915
All Other Contributions
$1,989,980
Change in Net Assets
$819,655

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded11$115,368Nyse
Total Noncash Contributions11$115,368-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,678,402
Revenue Not Reported on Financial Statements
$-50,062
Revenue Not Reported on Form 990
$283,376
Other Revenue Adjustments
$-50,062
Total Revenue per Audited Statements
$3,961,778
Total Revenue per Form 990
$3,628,340
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,881,524
Grants and Similar Amounts Paid$927,161
Total Fundraising Expense$357,760
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$927,161--$927,161
Other Expenses$143,672$38,001$77,494$77,494
Office Expenses$2,672$26,590$31,151$60,413
All Other Expenses-$447$21,322$21,769
Insurance-$13,702-$13,702
Travel-$3,229$1,344$4,573
Fees for Services Other$274$710$875$1,859
Total Functional Expenses$2,032,100$418,825$357,760$2,808,685

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,864,449
Expenses per Audited Statements$2,808,685
Total Expenses per Form 990$2,808,685
Expenses Not Reported on Form 990$55,764
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
54-6022061-115(1)Educational Initiatives (statewide Outreach Education Program) and Changing Exhibition Programs$927,161
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$50,062
Fundraising Gross Income$20,147
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$21,406$10,827$3,204$7,623
Event 2$54,320$9,320$3,888$5,432
Total Events$75,726$20,147$50,062$-29,915
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Commonwealth$292,859
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The draft 990 is reviewed by three members of our board who serve as the audit subcommittee prior to filing. The copy of filed form 990 will be shared with all board members.”

Form 990, Part VI, Section B, Line 12C

“Each member,upon joining the board, is required to sign the agency's code of ethics policy, which makes applicable to the jamestown-yorktown foundation, inc.(the organization), the same disclosure/conflict of interest policies as state members. While the organization's members are not required to submit the conflict of interest form annually, they are held to the same standards and may be asked at any time to disclose potential conflicts of interest. In order to ensure that the judgment of public officers and employees will not be compromised or affected by inappropriate conflicts, or the appearance of inappropriate conflicts between personal economic interests and the offical duties of virginia's public servants, paid and non-paid employees of the foundation and members of the jamestown-yorktown foundation board of trustees are subject to and shall be responsible for familiarizing themselves with and adhering to the provisions of the state and local government conflict of interest act (title 22, chapter 31, code of virginia). The foundation extends the requirements of the act to members of the jamestown-yorktown foundation, inc. Board of directors and the jamestown-yorktown educational trust board of directors, except that members of these bodies are not required to file an annual statement of economic interest/financial disclosure statement. In the event of a conflict, the board member will recuse himself or herself from all discussions on the relevant matter.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents are available upon request. The code of ethics is a public document. Financial information is available through the jamestown-yorktown foundation, inc. As well as the annual report of donors.”

Filing and Contact Details

Filer

EIN
31-1618642
Phone
7572537216

Signing Officer

Name
Philip Emerson
Title
Executive Director
Phone
7572537216
Signed
2015-01-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Philip Emerson
Formed
1998
Legal Domicile
Va
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
22

Preparer

Preparer
John E Kent
Phone
8047470000
Supplemental Narrative

Financial Statement Notes

PART III, LINE 1A:

“The foundation has elected not to include collections of art and historical treasures in the financial statements since they become assets of the commonwealth. These collections are comprised primarily of fine art and artifacts at both jamestown settlement and yorktown victory center. Insurance coverage on collection items is included under the commonwealth's blanket insurance program at no expense to the foundation. The foundation has a policy that proceeds generated from the sale of collection items will be used to acquire new items. During 2013 and 2012, collections in the amounts of $253,544 and $234,411, respectively, were purchased by the foundation and included in program services expense. There were no sales during 2013 and 2012.”

PART V, LINE 4:

“The foundation's board of directors has designated a portion of unrestricted net assets as funds functioning as endowments. Separate funds have been established for the acquisitions fund, education programs fund and general endowment. Withdrawls are based on policy of appropriating for distribution each year up to 5% of its endowment funds using a three year average fair value. The purpose of the acquisitions fund is to provide an ongoing source of funding for purchasing and preserving artifacts relevant to the jamestown settlement and yorktown victory center. The primary investment objective of this fund is to preserve and protect assets by focusing on conservation of principal and long-term growth of capital and income. This objective is generally attained by investing in a portfolio of high quality securities. During 2014 and 2013, $23,060 and $21,531, respectively, were withdrawn from the fund for artifacts. The purpose of the education programs fund is to provide an ongoing source of funding for supporting educational programs including on-site and outreach education; outdoor interpretive areas and related programming; and changing exhibitions. The primary investment objective of the fund is to preserve and protect its assets by focusing on conservation of principal and long-term growth of capital and income. This objective is generally attained by investing in a portfolio of high quality securities. During 2014 and 2013, $52,936 and $50,582,respectively, were withdrawn from the fund. The general endowment fund was established to provide cash flow for jamestown yorktown foundation, inc. And jamestown-yorktown foundation. The primary investment objective of the general endowment fund is to preserve and protect the assets by focusing on conservation of principal and long-term growth of capital and income. This objective is generally attained by investing in a portfolio of high quality securities. During 2014 and 2013. $159,698 and $149,244, respectively, were released from the general endowment fund to undesignated net assets. The foundation's donor restricted endowment fund consists of 8 individual funds established for a variety of purposes. In addition, the foundation has established the education programs fund to receive permanently restricted donor gifts to support educational programs including on-site educational programs, statewide and national outreach programming and future permanent and special exhibits. The investment policy for donor restricted endowment funds is to preserve the purchasing power of the assets and to ensure that the present value of the invested funds grows at a rate that will exceed inflation, preserve principal and generate maximum total return consistent with acceptable levels of risk. This objective is currently attained by investing in a portfolio of high quality securities.”

PART X, LINE 2:

“The foundation follows financial accounting standards board ("fasb") guidance for how uncertain tax positions should be recognized, measured, disclosed and presented in the financial statements. Management has evaluated the effects of accounting guidance related to uncertain tax positions and concluded that the foundation had no significant financial statement exposure to uncertain tax positions at june 30, 2014 and 2013. The foundation's income tax returns for years since 2010 remain open for examination by tax authorities. The foundation is not currently under audit by any tax jurisdiction.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Fundraising expenses netted against revenue -50,062.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses netted against revenue 50,062.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0THE 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.
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IRS990/Desc0VISITOR EXPERIENCE - JAMESTOWN SETTLEMENT AND THE YORKTOWN VICTORY CENTER ARE LEADING CENTERS OF EDUCATION AND TOURISM. THROUGH NATIONALLY RECOGNIZED LIVING-HISTORY PROGRAMS AND MUSEUM GALLERIES, THEY TELL THE STORIES OF WHERE AND HOW AMERICA BEGAN. LIVING-HISTORY AREAS COMPLEMENT THE MUSEUMS' EXHIBITION GALLERIES BY INVOLVING VISITORS IN INTERACTIVE, HANDS-ON LEARNING. SPECIAL EXHIBITIONS AND THEMED PROGRAMS AND EVENTS OFFER OPPORTUNITIES TO EXPLORE TOPICS IN GREATER DEPTH. WHILE THE JAMESTOWN-YORKTOWN FOUNDATION RECEIVES PARTIAL OPERATING SUPPORT FROM THE COMMONWEALTH OF VIRGINIA AND WORKS HARD TO EARN INCOME THROUGH ADMISSION TO OUR MUSEUMS, PRIVATE DONATIONS MADE A CRITICAL DIFFERENCE IN OUR ABILITY TO ENGAGE AND EDUCATE THE 617,533 VISITORS TO OUR MUSEUMS IN 2013. SPECIAL EXHIBITIONS AND THEMED PROGRAMS AND EVENTS WERE PART OF THAT VISITOR EXPERIENCE, OFFERING OPPORTUNITIES TO EXPLORE TOPICS IN DEPTH. THE SPECIAL EXHIBITION "JAMESTOWN'S LEGACY TO THE AMERICAN REVOLUTION" WAS TOURED BY MORE THAN 61,000 VISITORS DURING ITS 11-MONTH RUN AND WAS WELL RECEIVED BY THE PUBLIC BASED ON THE RESULTS OF VISITOR SURVEYS. THE EXHIBIT SUCCEEDED IN ITS AIM TO THEMATICALLY LINK THE NEW YORKTOWN MAIN GALLERY EXHIBITS WITH EXISTING EXHIBITS AT JAMESTOWN SETTLEMENT. THE FOUNDATION CONTINUED ITS SUCCESSFUL PROGRAM OF SPECIAL EXHIBITIONS AT JAMESTOWN SETTLEMENT BY COLLABORATING WITH THE MARINERS' MUSEUM IN NEWPORT NEWS, VIRGINIA, TO DEVELOP "WORKING AND RACING ON THE BAY: THE CHESAPEAKE LOG CANOE." IN FISCAL YEAR 2014, THE FOUNDATION CONTINUED IMPORTANT PLANNING WORK AND PREPARED FOR INSTALLING AND OPENING THE EXHIBITION IN FISCAL YEAR 2015. THE FOUNDATION, INC., SECURED ADDITIONAL GRANTS AND SPONSORSHIPS FOR THIS NEWEST EXHIBITION.
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/PersonNm0SUE H GERDELMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1GORDON C ANGLES
IRS990/Form990PartVIISectionAGrp/PersonNm2A MARSHALL ACUFF JR
IRS990/Form990PartVIISectionAGrp/PersonNm3H ALEXANDER WILSON III
IRS990/Form990PartVIISectionAGrp/PersonNm4H BENSON DENDY III
IRS990/Form990PartVIISectionAGrp/PersonNm5J ROBERT MOONEY
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN H HAGER
IRS990/Form990PartVIISectionAGrp/PersonNm7JANE T KAPLAN
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN M CAMP III
IRS990/Form990PartVIISectionAGrp/PersonNm9LINDA T BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm10MARI ANN BANKS
IRS990/Form990PartVIISectionAGrp/PersonNm11MARJORIE N GRIER
IRS990/Form990PartVIISectionAGrp/PersonNm12PAMELA W FITZPATRICK
IRS990/Form990PartVIISectionAGrp/PersonNm13ROBERT E MARTINEZ
IRS990/Form990PartVIISectionAGrp/PersonNm14HERBERT V KELLY JR
IRS990/Form990PartVIISectionAGrp/PersonNm15CLIFFORD B FLEET
IRS990/Form990PartVIISectionAGrp/PersonNm16KEITH B DUBOIS
IRS990/Form990PartVIISectionAGrp/PersonNm17WILLIAM B DOWNEY
IRS990/Form990PartVIISectionAGrp/PersonNm18ANN G GRAY
IRS990/Form990PartVIISectionAGrp/PersonNm19HUNTER A APPLEWHITE
IRS990/Form990PartVIISectionAGrp/PersonNm20THOMAS H TULLIDGE JR
IRS990/Form990PartVIISectionAGrp/PersonNm21BRIAN T FIELDS
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
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IRS990/Form990PartVIISectionAGrp/TitleTxt0IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt21BOARD MEMBER
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt019515424
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IRS990/NoncashContributionsAmt0127885
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IRS990/OfficeExpensesGrp/ProgramServicesAmt02672
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IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EVENTS AND EXHIBIT EXPE
IRS990/OtherExpensesGrp/Desc1MANAGEMENT SERVICES
IRS990/OtherExpensesGrp/Desc2CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc3FUNDRAISING
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IRS990/OtherExpensesGrp/FundraisingAmt177494
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt138001
IRS990/OtherExpensesGrp/ProgramServicesAmt0946523
IRS990/OtherExpensesGrp/ProgramServicesAmt111798
IRS990/OtherExpensesGrp/ProgramServicesAmt2143672
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IRS990/OtherExpensesGrp/TotalAmt1573518
IRS990/OtherExpensesGrp/TotalAmt2181673
IRS990/OtherExpensesGrp/TotalAmt377494
IRS990/OtherLiabilitiesGrp/BOYAmt0292859
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IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05906
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IRS990/PrincipalOfficerNm0PHILIP EMERSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0JAMESTOWN SETTLEMENT
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011273
IRS990/ProgSrvcAccomActy2Grp/Desc0COLLECTIONS - THE JAMESTOWN-YORKTOWN FOUNDATION COLLECTION CONTAINS APPROXIMATELY 210,000 ARCHAEOLOGICAL AND NON-ARCHAEOLOGICAL ARTIFACTS. WITH CONSTRUCTION UNDERWAY ON THE FUTURE AMERICAN REVOLUTION MUSEUM AT YORKTOWN, 24 ARTIFACTS OF THE 18TH-CENTURY WERE ACQUIRED IN FISCAL YEAR 2014 FOR FUTURE EXHIBIT IN THE NEW MUSEUM GALLERIES. AMONG THESE WERE TWO ICONIC ARTIFACTS THAT SERVE NOT ONLY AS ILLUSTRATIONS OF COMPLEX IDEALS, BUT ALSO CREATE A SENSE OF AWE IN CHILDREN AND ADULTS: A 1776 NEWSPAPER PRINTING OF THE VIRGINIA DECLARATION OF RIGHTS AND A PORTRAIT OF AYUBA SULEIMAN DIALLO. THE LATTER IS A PARTICULARLY SIGNIFICANT ACQUISITION OF ONE OF THE EARLIEST KNOWN PORTRAITS OF AN AFRICAN WHO HAD ONCE BEEN ENSLAVED IN THE BRITISH COLONIES THAT BECAME THE UNITED STATES. THE FOUNDATION'S COLLECTIONS POLICY REFLECTS AN EMPHASIS ON PUBLIC EDUCATION AND EXHIBITION BY ACQUIRING OBJECTS THAT ARE CENTRAL TO A DYNAMIC EXHIBITS PROGRAM. ORIGINAL ARTIFACTS ADD ANOTHER DIMENSION TO THE FULFILLMENT OF THE FOUNDATION'S EDUCATIONAL MISSION, ALLOWING HISTORICAL THEMES AND EDUCATIONAL PROGRAMS TO BE MORE EFFECTIVELY ILLUSTRATED. ALL ARTIFACTS IN OUR COLLECTION ARE GIVEN A HIGH STANDARD OF CARE. OUR CONSERVATION FACILITIES GIVE US THE CAPACITY TO CARRY OUT THE FULL RANGE OF COLLECTION CARE THAT IS EXPECTED AND REQUIRED OF A FULLY ACCREDITED INSTITUTION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0623221
IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATIONAL PROGRAMS - DURING THE 2013-2014 ACADEMIC YEAR, JAMESTOWN-YORKTOWN FOUNDATION PROGRAMS SERVED 286,119 STUDENTS THROUGH HANDS-ON SESSIONS AND GUIDED TOURS AT BOTH MUSEUMS AND IN OUTREACH SETTINGS. PRIVATE GRANTS ANN DONATIONS MADE THROUGH THE FOUNDATION, INC., MADE THE CRITICAL DIFFERENCE TO THOUSANDS OF VIRGINIA SCHOOLCHILDREN LIVING IN UNDERSERVED DISTRICTS: MORE THAN 4,000 WERE ABLE TO COME ON A FIELD TRIP TO ONE OF OUR MUSEUMS AND MORE THAN 5,800 WERE ABLE TO PARTICIPATE IN AN OUTREACH EDUCATION PROGRAM IN THEIR CLASSROOM, ALL AT NO COST TO THEM, THEIR TEACHERS, OR THEIR SCHOOLS. THE FOUNDATION HAS ALSO LAUNCHED NUMEROUS WEB-BASED INITIATIVES THAT BRING THE RESOURCES OF THE MUSEUMS INTO HOMES AND CLASSROOMS AROUND THE NATION AND THE WORLD. THESE INCLUDE EDUCATIONAL VIDEOS, PODCASTS, AND VODCASTS, AS WELL AS LESSON PLANS AND HISTORICAL ESSAYS. WEB VISITS TO WWW.HISTORYISFUN.ORG FOR CALENDAR YEAR 2013 TOTALED MORE THAN 1.2 MILLION. WHETHER IN PERSON OR ONLINE, EDUCATION PROGRAMS SUPPORT AND ASSIST TEACHERS IN MEETING VIRGINIA'S STANDARDS OF LEARNING AND HAVE BEEN ENDORSED BY THE NATIONAL COUNCIL FOR THE SOCIAL STUDIES, THE NATION'S LEADING ASSOCIATION OF SOCIAL STUDIES EDUCATORS. THE FOUNDATION ALSO HOSTS: BROADSIDE SUMMER HISTORY PROGRAMS FOR CHILDREN IN PRESCHOOL THROUGH FIFTH GRADE; A SUMMER TEACHER INSTITUTE; A 4-H PEER TEACHER PROGRAM; AND ADULT PARTICIPANTS IN THE ROAD SCHOLAR (FORMERLY ELDER-HOSTEL) PROGRAM.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0222998
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0101205
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYExcessBenefitTransInd00
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IRS990/PYOtherExpensesAmt01262663
IRS990/PYOtherRevenueAmt0-8885
IRS990/PYProgramServiceRevenueAmt011532
IRS990/PYRevenuesLessExpensesAmt01659119
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01485473
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03144592
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0819655
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt011273
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02163368
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02502560
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02160513
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01152777
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0891438
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0208850
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0161370
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0327653
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0313468
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IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt095849
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02160513
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01152777
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0891438
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08752847
IRS990ScheduleA/TotalSupportAmt09975847
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.51000

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,099,780
Liabilities
$584,356
Net assets
$19,515,424
Revenue
$3,628,340
Expenses
$2,808,685
Net income
$819,655
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$30.2$1.27$28.9$3.74$2.89$0.85
2024Detailed filing. Detailed filing data is available for this year.$28.0$1.27$26.8$2.25$2.79$0.54
2023Detailed filing. Detailed filing data is available for this year.$26.5$1.64$24.8$4.37$2.64$1.74
2022Detailed filing. Detailed filing data is available for this year.$23.4$1.76$21.7$2.61$1.97$0.65
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.6$0.85$24.7$1.40$2.32$0.92
2020Detailed filing. Detailed filing data is available for this year.$21.1$0.43$20.6$2.08$2.27$0.20
2019Detailed filing. Detailed filing data is available for this year.$20.3$0.58$19.7$2.79$2.87$0.08
2018Detailed filing. Detailed filing data is available for this year.$21.2$0.73$20.5$3.89$2.05$1.84
2017Detailed filing. Detailed filing data is available for this year.$20.6$0.63$19.9$3.86$2.82$1.03
2016Detailed filing. Detailed filing data is available for this year.$18.9$0.87$18.0$1.99$1.94$0.05
2015Detailed filing. Detailed filing data is available for this year.$19.8$0.36$19.4$3.50$2.46$1.04
2014Detailed filing. Detailed filing data is available for this year.$20.1$0.58$19.5$3.63$2.81$0.82
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.0$0.54$18.4$1.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.3$0.54$15.8$1.68
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$0.52$15.2$1.53
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.2$0.31$13.9$1.44