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 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) corporation organized for charitable and educational purposes in support of the Jamestown-Yorktown Foundation and its living-history museums.
Web and Social Media
Preserve our past so that it has a future.
Leadership
CEO/Executive Director Mr. Philip G. Emerson
Board Chair Mr. Clifford B. Fleet
Board Chair Company Affiliation Philip Morris USA
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
 
 
Projected Revenue $1,317,550.00
Projected Expenses $1,317,550.00
Statements
Mission The Jamestown-Yorktown Foundation, an educational institution of the Commonwealth of Virginia, shall foster through its living-history museums - Jamestown Settlement and 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) corporation organized for charitable and educational purposes in support of the Jamestown-Yorktown Foundation and its 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 Yorktown Victory Center, the Foundation offers curriculum-based on-site structured education programs for students, as well as educational outreach across Virginia.
 
The Annual Fund is a critical foundation 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 2013 Annual Fund ended the year with $786,512 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. During the fiscal year, the Baker Victory Challenge matched dollar for dollar each new or increased Annual Fund gift of $500 or more; the Challenge raised an additional $120,567 for museum and education programs.
 
In May 2011, the Foundation learned that the Commonwealth of Virginia committed $41 million for construction costs for the Yorktown Victory Center museum replacement project. The project is a public-private partnership that is transforming the Yorktown Victory Center as a powerful, living museum of the American Revolution. The JYF, Inc., Board of Directors has embraced early, urgent private funding needs to keep pace with architectural and gallery planning. As of June 30, 2013, nearly $4 million has been raised in support of Gallery Exhibits, Outdoor Exhibits, and Educational Resources.
 
The goals of the Board of Directors in FY14 are keenly focused on private funding resources in support of the Yorktown Victory Center replacement museum project, on growing the Annual Fund, on expanding the planned gifts program, and on assuring donors that their contributions are wisely invested.
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 Yorktown Victory Center.

·        $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 Yorktown Victory Center – 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 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. Today, Yorktown Victory Center’s museum galleries, re-created Continental Army encampment, and 18th-century Virginia Tidewater farm interpret the American Revolutionary War and the beginning of a new nation.
Areas of Service
Areas Served
Area
Statewide
National
International
Board Chair
Board Chair Mr. Clifford B. Fleet
Company Affiliation Philip Morris USA
Term July 2015 to June 2017
Email laura.bailey@jyf.virginia.gov
Board of Directors
Board Members
NameAffiliation
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 Honorable H. Benson Dendy IIIVectre Corporation
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
Mrs. Ann G. Gray 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. Robert E. Martínez Norfolk Southern Corporation
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 23
Hispanic/Latino 1
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
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 Yorktown Victory Center, 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 will replace the Yorktown Victory Center upon its opening in late 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 560,519 in 2013. 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. Laura W. Bailey Executive Assistant to the Boards
Ms. Susan K. Bak Senior Director of Marketing & Retail Operations
Mrs. Julie W. Basic Senior Director of Development
Mr. J. Jeffrey Lunsford Deputy Executive Director of Administration
Staff
Full Time Staff 180
Part Time Staff 250
Volunteers 1000
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 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 earns income through museum admissions, private donations made a critical difference in our ability to engage and educate the 546,671 visitors to our museums in 2014. 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 by collaborating with The Mariners’ Museum in Newport News, Virginia, to develop “Working and Racing on the Bay: The Chesapeake Log Canoe.” The exhibit opened on September 19, 2014 and ran through September 8, 2015. In addition, private funds supported a number of public programs centering around the special exhibit, including the “On the Waterfront” family event; as lecture by Lyles Forbes of the Mariners’ Museum; and an educational “Family Trail” activity. Private funding also helped to underwrite other special events programming held throughout the year, including the “Stitch in Time” 17th-century fashion show at Jamestown Settlement held in conjunction with the “Fashion in Colonial Virginia” theme month; musical performances of fife and drums corps, including the renowned U.S. Army Old Guard Fife and Drum Corps, during “Victory Celebration” weekend at the Yorktown Victory Center; and the production and performance of “Slave Spy: The Story of James Armistead Lafayette,” an original one-act play combining live performance with film.

Description

The Jamestown-Yorktown Foundation collection contains approximately 210,361 archaeological and non-archaeological artifacts. Thanks to private funds, fourteen artifacts were acquired for exhibit in Jamestown Settlement’s and the future American Revolution Museum at Yorktown’s galleries. Among the objects acquired were an American-made flintlock long rifle circa 1760; a group of British officer’s uniform accessories; a portable writing desk once owned by General Francis Marion, the “Swamp Fox;” a preliminary oil sketch-on-panel of Colonel Banastre Tarleton; and a pair of French silver candlesticks. 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. For the new American Revolution Museum at Yorktown, approximately 85% of objects needed to open the museum have been secured through purchases and loans.

Description

During the 2014-2015 academic year, Jamestown-Yorktown Foundation programs served 273,460 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 underserved districts: more than 3,804 were able to come on a field trip to one of our museums and more than 1,396 were able to participate in an outreach education program in their classroom, all at no cost to them, their teachers, or their schools. Gifts to the Annual Fund also helped support outreach teacher wages and expenses and provided supplies for teachers’ kits and summer Broadside programs. 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 2014 totaled more than 1.3 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.

Description

As the Yorktown Victory Center reached a midpoint milestone in its transformation into the American Revolution Museum at Yorktown with the opening of the 80,000-square-foot museum building, the Jamestown-Yorktown Foundation, Inc., was reaching a milestone by launching the public phase of the American Revolution Museum at Yorktown Campaign for Support. By June 30, 2015, the Campaign for Support had raised $10.6 million in support of the American Revolution Museum at Yorktown’s gallery exhibits, outdoor exhibits, and educational resources, as well as for the Annual Fund. With $4.4 million left to raise to reach the Campaign goal of $15 million by June 30, 2017, 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 $1,317,550.00
Projected Expenses $1,317,550.00
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 Year201520142013
Foundation and
Corporation Contributions
$737,500$942,500--
Government Contributions$500,000$0$0
Federal------
State------
Local$500,000----
Unspecified------
Individual Contributions$1,149,231$1,128,908$2,424,439
------
$12,012$11,273$11,532
Investment Income, Net of Losses($87,744)$1,879,097$649,287
Membership Dues------
Special Events----($8,885)
Revenue In-Kind$74,902--$68,219
Other------
Expense Allocation
Fiscal Year201520142013
Program Expense$1,633,387$2,032,100$732,938
Administration Expense$430,412$418,826$393,586
Fundraising Expense$419,729$413,523$358,949
Payments to Affiliates------
Total Revenue/Total Expenses0.961.382.12
Program Expense/Total Expenses66%71%49%
Fundraising Expense/Contributed Revenue18%20%15%
Assets and Liabilities
Fiscal Year201520142013
Total Assets$19,776,521$20,099,780$18,954,559
Current Assets$18,592,565$19,241,351$4,763,977
Long-Term Liabilities$0----
Current Liabilities$358,724$584,356$536,464
Total Net Assets$19,417,797$19,515,424$18,418,095
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities51.8332.938.88
Long Term Solvency
Fiscal Year201520142013
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 will open and transform the Yorktown Victory Center with a whole new story of the people, places, and principles that forged our nation. The Campaign for Support helps 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 $12,880,588.00
State Charitable Solicitaions Permit
Solicitations Permit
Solicitations Permit 11/2015View
Solicitations Permit 11/2016View