Jamestown Yorktown Foundation Inc is located in Williamsburg, VA. The organization was established in 1999. According to its NTEE Classification (A80) the organization is classified as: Historical Organizations, under the broad grouping of Arts, Culture & Humanities and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Jamestown Yorktown Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2023, Jamestown Yorktown Foundation Inc generated $4.4m in total revenue. This organization has experienced exceptional growth, as over the past 8 years, it has increased revenue by an average of 10.3% each year . All expenses for the organization totaled $2.6m during the year ending 06/2023. While expenses have increased by 3.9% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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.
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.
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.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Terry E Hall President | OfficerTrustee | 1 | $0 |
Mrs Tj Cardwell Vice President | OfficerTrustee | 1 | $0 |
Mari Ann Banks Secretary | OfficerTrustee | 1 | $0 |
Alexis N Swann Treasurer | OfficerTrustee | 1 | $0 |
Carolyn S Abbitt Board Member | Trustee | 1 | $0 |
Bentley R Andrews Board Member | Trustee | 1 | $0 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $3,645,455 |
Noncash contributions included in lines 1a–1f | $26,192 |
Total Revenue from Contributions, Gifts, Grants & Similar | $3,645,455 |
Total Program Service Revenue | $16,878 |
Investment income | $729,703 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | -$62,846 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $4,374,175 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $368,482 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $0 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $0 |
Fees for services: Management | $0 |
Fees for services: Legal | $0 |
Fees for services: Accounting | $19,750 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $80,341 |
Fees for services: Other | $884,630 |
Advertising and promotion | $0 |
Office expenses | $88,533 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $0 |
Travel | $18,074 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $0 |
Insurance | $15,541 |
All other expenses | $87,605 |
Total functional expenses | $2,639,078 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $4,726,622 |
Savings and temporary cash investments | $0 |
Pledges and grants receivable | $119,044 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $4,200 |
Net Land, buildings, and equipment | $0 |
Investments—publicly traded securities | $0 |
Investments—other securities | $21,610,478 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $26,460,344 |
Accounts payable and accrued expenses | $1,641,504 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $1,641,504 |
Net assets without donor restrictions | $14,392,552 |
Net assets with donor restrictions | $10,426,288 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $26,460,344 |