Jamestown Yorktown Foundation, Inc.
P.O. Box 3605
Williamsburg VA 23187
Mission Statement
The Jamestown-Yorktown Foundation, an educational institution of the Commonwealth of Virginia, shall foster through its living-history museums - Jamestown Settlement and the American Revolution Museum at Yorktown - 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., was incorporated as a 501(c)(3) nonprofit organization for charitable and educational purposes in support of the Jamestown-Yorktown Foundation and its living-history museums. The Foundation, Inc., cultivates donors, expands funding, contributes to program development, and stewards resources to strengthen the Foundation's living-history museums.
 
 
Leadership
CEO/Executive Director Mr. Philip G. Emerson
Board Chair Mr. Clifford B. Fleet
Board Chair Company Affiliation Community Volunteer
Contact Information
Address P.O. Box 3605
Williamsburg, VA 23187
Telephone 757 253-4139
Fax 757 253-5299
E-mail giving@jyf.virginia.gov
History and Background
Year of Incorporation 1998
Former Names
NameYear
Jamestown-Yorktown Educational Trust, Ltd.1998
Financial Summary
Revenue vs Expense Bar Graph - All Years
Expense Breakdown Bar Chart - All Years
 
 
Projected Revenue $4,535,139.00
Projected Expenses $4,535,139.00
Statements
Mission
The Jamestown-Yorktown Foundation, an educational institution of the Commonwealth of Virginia, shall foster through its living-history museums - Jamestown Settlement and the American Revolution Museum at Yorktown - 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., was incorporated as a 501(c)(3) nonprofit organization for charitable and educational purposes in support of the Jamestown-Yorktown Foundation and its living-history museums. The Foundation, Inc., cultivates donors, expands funding, contributes to program development, and stewards resources to strengthen the Foundation's living-history museums.
 
 
Impact

Our core museum and education programs rely year after year on the support of private individuals, corporations, and foundations. In addition to interpretive programs and special events presented at Jamestown Settlement and the new American Revolution Museum at Yorktown, the Foundation offers curriculum-based on-site structured education programs for students, as well as educational outreach across Virginia.

The Annual Fund is critical to many of our museum and education programs. Annual Fund donors provide unrestricted revenue that is not available through state funds, restricted gifts and grants, and other sources. The 2016 Annual Fund ended the year with $829,122 in cash, in-kind gifts, and event revenue, making it possible for the Foundation, Inc., to support a variety of public programs, educational activities, and exhibition needs throughout the coming year.

From March 23 to April 4, 2017, the American Revolution Museum at Yorktown enjoyed a 13-colonies-themed grand opening celebration that featured lectures, music, gallery tours, living history interpretation, and ceremonies honoring each colony that first forged the United States. With engaging indoor galleries that debuted in October 2016 and newly constructed outdoor exhibits, the museum now comprehensively tells the story of the founding of our nation.

As of May 31, 2017, the American Revolution Museum at Yorktown Campaign for Support had raised more than $14.7 million - 98% of its $15 million goal - in support of the new museum's gallery exhibits, outdoor exhibits, and educational resources, as well as the Annual Fund.

The goals of the Jamestown-Yorktown Foundation, Inc., Board of Directors are keenly focused on growing the Annual Fund, building and conserving the collection of artifacts, forging partnerships that strengthen program and outreach initiatives, and on closely monitoring financial records.

 

Needs

Donations to the Jamestown-Yorktown Foundation, Inc., Annual Fund are critical to maintain the educational programs that bring history to life for hundreds of thousands of schoolchildren and museum visitors each year. From a replica of the Declaration of Independence for a teacher workshop, to reproduction 17th-century shoes for a costumed historical interpreter, annual giving provides the tools that help us do more than teach history – they help us to inspire a lifelong love of history.


  • $28.00 – Antler arrow points for the artifact bags museum guides use during school field trips.
  • $60.00 – Parchment replicas of the Declaration of Independence for teacher workshops.
  • $100.00 – Craft supplies for Broadside summer children’s education programs.
  • $150 – Pair of 17th-century reproduction shoes for costumed historical interpreter at Jamestown Settlement.
  • $250 – Cartridge boxes for public programs in the re-created Continental Army encampment at the American Revolution Museum at Yorktown.
  • $500 – Replicas of John Smith’s map for outreach education material culture kits.
  • $900 – Supplies for blacksmith demonstrations in re-created James Fort at Jamestown Settlement.
  • $1,800 – 17th-century compasses for Jamestown Settlement’s reproduction ships Susan Constant, Godspeed and Discovery.
  • $2,500 – Reproduction muskets for daily firing demonstrations at both of our museums.


Volunteers are needed to offer time and expertise to both museums – Jamestown Settlement and the American Revolution Museum at Yorktown – in historical interpretation, the sailing program, visitor services, and the museums’ libraries.


Background

The Jamestown-Yorktown Foundation is an educational institution of the Commonwealth of Virginia that administers two living-history museums in America’s Historic Triangle: Jamestown Settlement and the new American Revolution Museum at Yorktown, which recently replaced the Yorktown Victory Center. The Foundation’s museums have evolved from their beginnings as tourist attractions into fully accredited educational living-history museums. Jamestown Settlement was constructed in 1957 to commemorate the 350th anniversary of America's first permanent English settlement at Jamestown. Jamestown Settlement’s museum galleries and outdoor living-history areas interpret the cultures of 17th-century Virginia and the interaction of the native Powhatan Indians, the English colonists, and the Africans transported to the colony. The Yorktown Victory Center opened in 1976 as one of three bicentennial centers established by the Virginia Independence Bicentennial Commission. It was officially put under the jurisdiction of the Jamestown-Yorktown Foundation in 1982. Construction began in 2012 on a new museum to replace the aging Yorktown Victory Center, including new permanent gallery exhibits which debuted in October 2016 and renewed outdoor living-history areas which were completed in March 2017 in time for the museum’s 13-day grand opening celebration.

Areas of Service
Areas Served
Area
Statewide
National
International
Board Chair
Board Chair Mr. Clifford B. Fleet
Company Affiliation Community Volunteer
Term July 2017 to June 2018
Email jarret.hann@jyf.virginia.gov
Board of Directors
Board Members
NameAffiliation
Mrs. Carolyn S. Abbitt Community Volunteer
Mr. Gordon C. Angles Community Volunteer
Mr. Hunter A. Applewhite Dominion Resources
Mrs. Linda T. Baker Community Volunteer
Mrs. Mari Ann Banks Community Volunteer
Mr. John F. Biagas Bay Electric Co., Inc.
Mrs. T.J. Cardwell Community Volunteer
The Honrable M. Kirkland Cox Member, Virginia House of Delegates
Mr. William B. Downey Riverside Health System
Mrs. Keith B. Dubois Community Volunteer
Mr. Brian T. Fields Newport News Shipbuilding
Mr. Richard Allan Finger Community Volunteer
Mrs. Pamela W. Fitzpatrick Community Volunteer
Mr. Clifford B. Fleet Altria Client Services, Inc.
Mrs. Sue H. Gerdelman Community Volunteer
The Honorable John H. Hager Community Volunteer
Mr. Terry E. Hall Ferguson Enterprises, Inc.
Mr. Herbert V. Kelly Jr.Jones, Blechman, Woltz & Kelly, P.C
Dr. James W. Rawles Jr.Community Volunteer
Mr. Brian K. Skinner TowneBank
Mrs. Alexis N. Swann Wells Fargo
Mr. Tom Tullidge Cary Street Partners
Dr. H. Alexander Wilson IIICommunity Volunteer
Board Demographics - Ethnicity
African American/Black 2
Asian American/Pacific Islander 0
Caucasian 21
Hispanic/Latino 0
Native American/American Indian 0
Board Demographics - Gender
Male 18
Female 8
Governance
Board Term Lengths 4
Board Term Limits 2
Written Board Selection Criteria? Yes
Written Conflict of Interest Policy? Yes
Percentage Making Monetary Contributions 100
Percentage Making In-Kind Contributions 0
Number of Full Board Meetings Annually 3
Standing Committees
Development / Fund Development / Fund Raising / Grant Writing / Major Gifts
Executive
Finance
Nominating
Collections
Other Boards
The tables below contain information about other groups that advise this nonprofit on operations and projects.
Executive Director
Executive Director Mr. Philip G. Emerson
Experience
Philip G. Emerson joined the staff of the Jamestown-Yorktown Foundation in 1986 as director of public affairs and marketing. Following a national search, he was appointed executive director of the organization in 1991.
 
As chief executive officer of the Foundation, a state agency that administers Jamestown Settlement and the American Revolution Museum at Yorktown, Mr. Emerson has guided more than $89 million in capital improvements for the museums.  He is currently leading efforts to build the new American Revolution Museum at Yorktown, which replaced the Yorktown Victory Center in October 2016. Exhibition galleries, living-history exhibits, and educational programs have been dramatically improved during the last decade. Mr. Emerson also played a key role in the development of statewide programs commemorating America’s 400thAnniversary in 2007.
 
Under his direction, paid visitation to the museums had climbed by 117% percent prior to the 2007 commemoration. More than one million paid guests toured during 2007; combined paid visitation reached 548,341 in 2016. With a strong focus on education, both at its museums and through outreach programs across the state, the Foundation has become the largest provider of structured museum educational programs in the Commonwealth. 
 
Prior to joining the Foundation, Mr. Emerson was manager of public affairs and marketing at The Mariners' Museum. He also worked for the Virginia Travel Council as director of marketing, and on a part-time basis during high school and college as staff assistant in the public relations and group sales offices of Luray Caverns Corporation.
 
A native of Luray,Virginia, Mr. Emerson is a graduate of Randolph-Macon College and the Virginia Executive Institute. He has served on numerous national, state and local boards and committees.  
Senior Staff
NameTitle
Mr. Peter Armstrong Senior Director of Museum Operations & Education
Ms. Susan K. Bak Senior Director of Marketing & Retail Operations
Mrs. Julie W. Basic Senior Director of Development
Mr. Jarret Hann Executive Assistant to the Boards
Mr. Frank Stovall Deputy Executive Director of Administration
Staff
Full Time Staff 140
Part Time Staff 254
Volunteers 1100
Plans
Organization has a Strategic Plan?
External Assessments and Accreditations
Assessment/AccreditationYear
American Association of Museums - 10 Year Accreditation1987
American Association of Museums - 10 Year Accreditation1999
American Association of Museums - 10 Year Accreditation2011
Programs
Description

Jamestown Settlement and the American Revolution Museum at Yorktown 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 Foundation receives partial operating support from the Commonwealth of Virginia and earns income through museum admissions, private donations made a critical difference in our ability to engage and educate the 548,341 visitors to our museums in 2016. Special exhibitions and themed programs and events were part of that visitor experience.

The Foundation continued its successful program of special exhibitions at Jamestown Settlement with “Clayton & Catesby: Botanical Virginia,” which opened December 5, 2015 and explored documentation of native plants by naturalist Mark Catesby and botanist John Clayton in the 18th century. A December 10, 2015 lecture, “Plants of the Virginia Colony,” launched a series of exhibit-themed public programs. 

Bartering for a Continent: How Anglo-Indian Trade Shaped America,” subsequently ran from June 4 through December 10, 2016 at Jamestown Settlement. The special exhibition explored the story of trade between American Indians and English colonists, from the founding of Jamestown through the American Revolution, and the role of Virginia in the development of a new world of exchange in goods and commodities across the North American continent. Special event programming, some of which was underwritten with private funding, including an “American Indian Intertribal Powwow” in October 2016 and “Foods and Feasts of Colonial Virginia” over the Thanksgiving holiday in November 2016 complemented themes of this special exhibition.


Description

The Jamestown-Yorktown Foundation collection contains more than 200,000 archaeological and non-archaeological artifacts. Thanks to private funds, seventeen artifacts were acquired during the 2016 fiscal year for exhibit in the American Revolution Museum at Yorktown’s galleries, bringing the total objects exhibited at the new museum close to 500. A total of 185 new artifacts have been acquired for the new museum's galleries since July 2010. Among the objects acquired was a rare Revolution-period firearm – a first model “Brown Bess” British infantry musket. One object was acquired for Jamestown Settlement, a teapot produced by famous Colonial Williamsburg ceramics maker Palin Thorley for the 1957 celebration of Jamestown’s 350th year. The Foundation’s collections policy reflects an emphasis on public education and exhibition by acquiring objects that are central to a dynamic exhibits program. 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

During the 2015-2016 academic year, Jamestown-Yorktown Foundation education programs served 271,211 students through hands-on sessions and guided tours at both museums and in outreach settings. Private grants and donations made through the Foundation, Inc., made the critical difference to thousands of Virginia schoolchildren living in under-served districts:  2,000 were able to take part in a field trip to one of our museums, and 3,318 were able to participate in an outreach program in their classroom, all at no cost to them, their teachers, or their schools.


At Jamestown Settlement, students on field trips participated in structured programs where they explored the diverse cultures at Jamestown, discovered the world of the Powhatan Indians, learned about navigation and the English voyage to the New World, investigated early forms of government, and analyzed the plants and animals of early colonial Virginia. At the American Revolution Museum at Yorktown, students learned about colonial life and what it was like to be a soldier in the Continental Army, explored the lifestyle of Revolutionary-era farmers, investigated techniques of colonial medicine, and discussed the American Revolution and the creation of a new nation. These programs support several of Virginia’s history and social science Standards of Learning (SOLs) for “Virginia Studies” and “United States History to 1865.” The programs stimulate student interest and achievement in history and increase their ability to think critically and analytically.

Description

As we draw near the grand opening of the American Revolution Museum at Yorktown, planned for March 23 through April 4, 2017, the Jamestown-Yorktown Foundation invites its community of supporters to help finalize the new museum and its education programs. The Jamestown-Yorktown Foundation, Inc., Board of Directors have set a total Campaign goal of $15 million to support gallery exhibits, outdoor exhibits, educational resources, campaign administration, and the Annual Fund. As of February 28, 2017 commitments from individuals, foundations, and organizations totaled $14.3 million, or 95% of the Campaign goal. A sense of urgency is mounting as the Foundation, Inc., seeks the remaining $700,000 from private donors to complete the Campaign for Support and finalize the remaining elements of the new museum and its educational programs by the end of the 2017 Fiscal Year. The Campaign for Support offers numerous opportunities for meaningful investment to create, sustain, and preserve the story of the American Revolution.

Fiscal Year
Projected Revenue $4,535,139.00
Projected Expenses $4,535,139.00
Endowment Value $8,550,054.00
Spending Policy Percentage
Percentage (if selected) 5
Form 990s
IRS Letter of Exemption
Detailed Financials
Revenue SourcesHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201620152014
Foundation and
Corporation Contributions
--$737,500$942,500
Government Contributions$0$500,000$0
Federal------
State------
Local--$500,000--
Unspecified------
Individual Contributions$1,204,404$1,149,231$1,128,908
------
$12,154$12,012$11,273
Investment Income, Net of Losses($454,757)($87,744)$1,879,097
Membership Dues------
Special Events$8,384----
Revenue In-Kind$13,483$74,902--
Other------
Expense Allocation
Fiscal Year201620152014
Program Expense$1,169,676$1,633,387$2,032,100
Administration Expense$373,645$430,412$418,826
Fundraising Expense$620,828$419,729$413,523
Payments to Affiliates------
Total Revenue/Total Expenses0.360.961.38
Program Expense/Total Expenses54%66%71%
Fundraising Expense/Contributed Revenue51%18%20%
Assets and Liabilities
Fiscal Year201620152014
Total Assets$18,904,792$19,776,521$20,099,780
Current Assets$3,971,500$18,592,565$19,241,351
Long-Term Liabilities$0$0--
Current Liabilities$867,476$358,724$584,356
Total Net Assets$18,037,316$19,417,797$19,515,424
Short Term Solvency
Fiscal Year201620152014
Current Ratio: Current Assets/Current Liabilities4.5851.8332.93
Long Term Solvency
Fiscal Year201620152014
Long-Term Liabilities/Total Assets0%0%0%
Capital Campaign
Currently in a Capital Campaign? Yes
Campaign Purpose In October 2016, the American Revolution Museum at Yorktown debuted its new permanent galleries that now convey the stories of the people, places, and principles that forged our nation. The Campaign for Support is helping us create the most educational and engaging museum possible, in one of the most significant locations in our fight for independence. Private donations complement public funding from the Commonwealth of Virginia to create this new museum for generations of Americans, sustain education programs that expand the borders of the classroom, and endow museum initiatives that preserve the stories of liberty and freedom. Gifts received through the American Revolution Museum at Yorktown Campaign for Support will have a direct and immediate impact on the new museum’s gallery exhibits, outdoor exhibits, and educational resources. The Annual Fund provides crucial support for our most pressing needs.
Goal $15,000,000.00
Dates July 2010 to June 2017
Amount Raised To Date $14,338,304.00
State Charitable Solicitaions Permit
Solicitations Permit
Solicitations Permit 11/2016View
Solicitations Permit 11/2017View