JAMESTOWN-YORKTOWN FOUNDATION INC

EIN: 311618642 501(c)(3) Arts, Culture & Humanities

WILLIAMSBURG, VA

Total Revenue
$3,735,701
Total Expenses
$2,885,159
Total Assets
$30,197,263
Net Assets
$28,924,383
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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
VA
Principal Officer
CHRISTY S COLEMAN
Phone
7572537216
Tax Period
2024-07-01 to 2025-06-30

JAMESTOWN-YORKTOWN FOUNDATION INC, founded in 1998, is a community nonprofit in the Arts, Culture & Humanities sector that reported $3.9M in total revenue in fiscal year 2017. The organization ran a surplus of $1.8M, a strong 47% operating margin.

Mission

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.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,564,279
Program Service Revenue $12,017
Investment Income $1,143,632
Other Revenue $15,773
TOTAL REVENUE $3,735,701

Expense Breakdown

Grants Paid $415,701
Salaries & Benefits $0
Fundraising Expenses $503,892
Program Expenses $1,709,337
Other Expenses $2,469,458
TOTAL EXPENSES $2,885,159

Year-over-Year Comparison

2024 2023 Change
Revenue $3,735,701 $2,254,840 +0.7%
Expenses $2,885,159 $2,792,576 +0.0%
Net Income $850,542 $-537,736 -2.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
20
Independent Members
20
Employees
N/A
Volunteers
20

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$0
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TERRY E HALL CHAIR 1.00
Officer Director
$0 $0 $0
MICHAEL T HARRISON SR VICE CHAIR 1.00
Officer Director
$0 $0 $0
MARI ANN BANKS SECRETARY 1.00
Officer Director
$0 $0 $0
FRANCES C BRADFORD TREASURER 1.00
Officer Director
$0 $0 $0
CAROLYN S ABBITT BOARD MEMBER 1.00
Director
$0 $0 $0
BENTLEY R ANDREWS BOARD MEMBER 1.00
Director
$0 $0 $0
LAWRENCE BERNERT III BOARD MEMBER 1.00
Director
$0 $0 $0
HELEN ZADARLIK COUSINS BOARD MEMBER 1.00
Director
$0 $0 $0
BARBARA HAMM LEE BOARD MEMBER 1.00
Director
$0 $0 $0
WILLIAM J LONGAN JR BOARD MEMBER 1.00
Director
$0 $0 $0
THOMAS K NORMENT JR BOARD MEMBER 1.00
Director
$0 $0 $0
FRED W PALMORE III BOARD MEMBER 1.00
Director
$0 $0 $0
BURCHELL F PINNOCK BOARD MEMBER 1.00
Director
$0 $0 $0
THOMAS H TULLIDGE JR BOARD MEMBER 1.00
Director
$0 $0 $0
ADRIA VANHOOZIER BOARD MEMBER 1.00
Director
$0 $0 $0
WILLIAM E WHITE BOARD MEMBER 1.00
Director
$0 $0 $0
KARIN A WULF BOARD MEMBER 1.00
Director
$0 $0 $0
HERBERT H BATEMAN JR BOARD MEMBER 1.00
Director
$0 $0 $0
TERRY E BUNTROCK BOARD MEMBER 1.00
Director
$0 $0 $0
HELEN B REVELEY BOARD MEMBER 1.00
Director
$0 $0 $0
CHRISTY S COLEMAN EXECUTIVE DIRECTOR 40.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $3,735,701 $2,885,159 $30,197,263 $850,542
2024 $2,254,840 $2,792,576 $28,032,949 $-537,736
2023 $4,374,175 $2,639,078 $26,460,344 $1,735,097
2022 $2,614,078 $1,967,448 $23,441,243 $646,630
2021 $1,395,250 $2,319,214 $25,575,167 $-923,964
2020 $2,075,856 $2,270,991 $21,073,483 $-195,135
2019 $2,789,800 $2,868,947 $20,326,714 $-79,147
2018 $3,891,063 $2,051,263 $21,244,265 $1,839,800
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