Fort Monroe 2014 Annual Report

2014 Annual Report 2014 Annual Report

From the Chairman and Executive Director...... 1 A Major Step into the Future ...... 2 Real Estate Drives Revenue ...... 3 A Historic Tourist Destination ...... 4 Stewardship of Nature and History ...... 5 Music, History, and the Bay Attract Visitors ...... 7 2011-2014 Donors ...... 8-9 Financials for 2013-2014 ...... 10 Board Members ...... 11 2015 Events ...... 12

The Fort Monroe Authority (FMA) is a political subdivision of the Commonwealth of Virginia, created to preserve, protect, and manage Fort Monroe and Old Point Comfort after the federal Base Realignment and Closure Commission (BRAC) closure in September 2011. The Authority is governed by a 12-member Board of Trustees.

fmauthority.com From the Chairman and Executive Director

For more than 400 years, this spit of land in the Chesapeake Bay has been the site of historical events that have shaped our country. There have also been many periods of construction and development at Fort Monroe as the property has transitioned into new roles and uses. We are amid one of these periods again as the U.S. Army transfers ownership of Fort Monroe to the Commonwealth of Virginia. This means that we are legislatively mandated to fulfill three objectives: 1) preserve the property, 2) tell the history of Fort Monroe, and 3) move it towards economic sustainability.

Created by the General Assembly in 2010, the Fort Monroe Authority (FMA) is responsible for the planning and reuse of Fort Monroe at Old Point Comfort. We are pleased to report that investments are already being made in the properties, buildings, and infrastructure. An estimated 100,000 people visit the property each year, and building leases, special events, and guided tours are bringing revenue growth.

Under the leadership of the 12-member Board of Trustees, and with assistance provided by the National Park Service, the City of Hampton, and the Commonwealth of Virginia, the FMA experienced significant successes in 2014. The Casemate Museum is now fully staffed and received more than 800 historic artifacts from the Army Center of Military History. All of the habitable historic homes have been rented and numerous commercial tenants now occupy the properties. Visitors to Fort Monroe enjoyed concerts, weddings, historic ceremonies, fireworks, ghost walks, and home tours.

The Fort Monroe Foundation is a charitable organization that provides grants toward these events through the generous contributions of donors, sponsors, and local giving campaigns. These grants provide the opportunity for people to learn the history of this property while also experiencing the attributes of its location on the Chesapeake Bay.

The FMA has adopted the slogan “Where Freedom Lives!” to describe this historic community. The slogan is inspired by the three slaves—Frank Baker, Sheppard Mallory, and James Townsend—whose escape from Confederate forces to Fort Monroe paved the way for more than 10,000 slaves to seek their emancipation at Freedom’s Fortress.

We hope that our successes will inspire you to want to join us in our efforts. Volunteers are always welcome at Fort Monroe and donations to the Foundation are greatly appreciated. To learn more, please visit www.fmauthority.com, or call our office for a visit or tour.

John R. Lawson II G. Glenn Oder, ASLA Chairman Executive Director, Fort Monroe Authority

1 A Major Step into the Future

The transfer of the property was the most significant accomplishment at Fort Monroe in 2014. During the FMA’s first full year as managers of 312 acres of land on the property, we became responsible for the management of 176 historic housing units and approximately 1.2 million square feet of commercial space. The Army and the FMA maintain the utility systems, building maintenance, and security on the properties they respectively control. During the FMA’s first Planning for the future is also an important part of the mission for the FMA. In full year as managers partnership with the Fort Monroe Foundation, the FMA decided to employ a of 312 acres of land team of landscape architects, engineers, and architects to plan and program on the property, we approximately seven miles of waterfront at Fort Monroe. The team of designers, led by WPL Site Design, will begin the design process in 2015. became responsible for the management The Fort Monroe Foundation completed a successful year of fundraising in 2014 of 176 historic housing and provided significant support to the special events at Fort Monroe. Corporate sponsors provided the resources for concerts in Continental Park and a Fourth of July units and approximately fireworks display from the top of the fort’s ramparts. Naming rights sponsors provided 1.2 million square feet of the resources to cover the expenses associated with new exhibits in the Casemate commercial space. Museum, a ghost walk program inside the fortress, and production costs associated with the Mistletoe Home Tours. The combined attendance at all of these events exceeded 30,000 visitors. The foundation also received two restricted donations of $50,000 each to pay for the conceptual master plan for the Fort Monroe Waterfront Park. This design project will provide the basis for future capital campaigns associated with improvements to the shoreline and public spaces along the Fort Monroe waterfront.

2|fmauthority.com Real Estate Drives Revenue

Everywhere we look at Fort Monroe there has been significant progress toward growing this community into a place to live, work, and play as we celebrate our country’s rich history.

The FMA staff has been hard at work over the past several years, and the increases in real estate occupancy best illustrate the transformation of Fort Monroe. In 2014, our residential occupancy rate exceeded 90 percent, and a significant portion of the usable commercial real estate space is now occupied. These two factors produced a significant increase in rental income from residential and commercial leases. Market factors give us reason to believe this trend will continue for some time to come.

There are a number of projects on the horizon that will increase our capacity and attract more interest in Fort Monroe. They include:

Liberty Source This outsourcing company, which will primarily employ members of the local military community, is leasing 12,000 square feet of space in buildings 259 and 260, and will possibly bring up to 600 jobs to Fort Monroe. The company has already hired about 100 employees.

Alternatives, Inc. The FMA has agreed on terms to lease approximately 5,800 square feet in Building 263 to this organization. This company has about a dozen employees, and it collaborates with other programs to develop a sense of altruism, self-confidence, self-efficacy, social competency, critical thinking, and an appreciation of diversity in young people.

The conversion of Building 80 into a multi-family housing development When completed, the building will have eight one-bedroom units and two two-bedroom units. The project already has a waiting list. Constructed in 1897, this building served as a bachelors’ quarters and as visiting personnel quarters.

The conversion of Building 83 into an office building for the Fort Monroe Authority This building will enable the Authority to accommodate public meetings and activities in addition to bringing its staff together in one facility. Constructed in 1898, this building served as the Post Office for Fort Monroe.

3 A Historic Tourist Destination

The Casemate Museum has also been a major attraction, bringing people from around the globe to learn about Fort Monroe’s role in American history. 2014 marked the start of a new era in the Casemate’s history when FMA officially took control of the Casemate Museum. In addition, the United States Army’s Center of Military History gifted the museum some 844 artifacts. This is one of the largest artifacts transfers by the U.S. Army in more than 150 years. The acquisition of these artifacts was made possible as a result of an operational and ownership change, which we expect will continue to grow the collection and make the museum even more attractive for visitors and enthusiasts. Casemate Museum staff are working with individuals and other museums to bring new items to Fort Monroe.

The museum also introduced new program opportunities. The staff collaborated with the National Park Service, the City of Hampton, Project 1619, and the Contraband Historical Society to develop a full day of interpretive programming to commemorate Contraband Day on May 24, 2014. Plans are for this to become an annual event.

Statistics show visitation to the Casemate is on the rise, up about 12 percent year over year for 2014 compared to 2013. This is the result of increased tour offerings. School children and social and professional groups have made up the majority of the guided tours. For example, during the past year every senior from Hampton City Schools visited the museum for a guided tour. The museum’s dedicated volunteers make these types of tour offerings possible. Volunteers logged nearly 2,000 hours during 2014.

We are looking forward to an exciting year in 2015, with more planned exhibits, tours, and programs designed to engage the public in this treasure-within-a-treasure here at Fort Monroe.

fmauthority.com Stewardship of Nature and History

One of our foundational missions is to protect, preserve, and enhance the resources in the Fort Monroe National Historic Landmark district. In 2014, significant progress was made toward those goals, with the FMA overseeing the planning, design, review, and construction management of many construction projects during the course of the year. These 75 projects include repairing or replacing the roofing, gutters, and pipes on buildings and painting them. We have already begun much-needed improvements to our infrastructure, including the first phase of sewer rehabilitation, pump station upgrades, water main repairs, and fire hydrant replacements. We are making Fort Monroe a pedestrian-friendly environment by installing new traffic signs and access ramps.

The Fort Monroe Authority also adopted the 2015 Capital Improvements Plan that will support the renovation, rehabilitation, repair, and maintenance of residential and non-residential structures.

We are also nearing the completion of the Fort Monroe Historic Preservation Manual and Design Standards. This manual will help preserve the integrity of the appearance of this community and serve as a guide for future renovation and construction projects.

Awareness and promotion are keys to public appreciation of heritage assets. The FMA proudly hosted the concluding day of the 29th Annual Virginia Preservation Conference, which included plenary remarks from the Honorable Molly Ward, Virginia Secretary of Natural Resources.

5 fmauthority.comfmauthority.com Music, History, and the Bay Attract Visitors

Special events featuring live music draw people and lead them to discover the history of Fort Monroe. In light of that, a strategic decision was made in 2014 to place even greater emphasis on enhancing events and adding new ones.

The Department of Public Programs became the Special Events Department. A director of special events and a special events coordinator were added o the staff.

In addition to the Thursday The Music by the Bay Concert Series was continued, using the U.S. Navy Fleet Forces Band and the U.S. Air Force (USAF) Heritage of America Band. In addition to the Thursday night concerts, four Friday night concerts, four Friday night concerts were added to the summer schedule. The first night concerts were added Friday concert was a tribute to the 70th Anniversary of D-Day. Approximately 1,000 people to the summer schedule. attended this musical performance by the USAF band. The first Friday concert The Virginia Bicentennial of the American War of 1812 Commission sponsored the was a tribute to the 70th War of 1812 Legacy Symposium in June 2014 at Fort Monroe and Hampton University. Anniversary of D-Day. The program featured an educators’ workshop, a walking tour of Fort Monroe, and Approximately 1,000 an outdoor concert by the Hampton Roads Philharmonic Orchestra. More than 130 educators registered for the symposium and approximately 600 people attended people attended the concert. this musical performance by the USAF band. For the first time, the FMA leased property to a private event promoter to operate a large, three-day public event. The Bodacious Boardwalk Bazaar brought over 7,000 visitors to Fort Monroe in early May. These visitors enjoyed live music, more than 200 artists and crafters, RV displays, and food vendors.

The Music by the Bay Concert Series concluded with the Virginia Symphony Orchestra. Approximately 2,400 people attended this free concert. The orchestra’s program included several selections from the soundtrack from the movie Lincoln and a “Fort Monroe Fanfare,” specially composed for this year’s concert.

“The Fort Monroe Ghost Walk: Where History Meets Mystery,” was offered to the general public as a ticketed event in late October. This guided walking tour of the inner fort featured costumed storytellers sharing classic Fort Monroe ghost tales with more than 500 visitors.

Holiday events at Fort Monroe included a free concert by the Hampton Roads Philharmonic Orchestra and a tree lighting ceremony. The Fort Monroe Mistletoe Homes Tour, also held in early December, featured tours of four historic homes decorated for the holidays, and open houses at several locations.

7 2011-2014 Donors

We extend special thanks to all of our generous donors. We appreciate your partnering with us since we began this journey in 2011 and hope this will be a long-term relationship. Your support helped us to continue to preserve and protect the legacy that is Fort Monroe.

$75,000+ Commonwealth Architects The Chesapeake Colonial Williamsburg Charles Valliant TowneBank NA Foundation VersAbility Resources, Inc. $50,000 - $74,999 Cox Communications VA Virginia Museum Peninsula Community Freedom Automotive of Natural History Foundation of VA, Inc. Infrastructure Corporation White Star Tours, Inc. USAA James Joseph Missouri Division of the $250 - $499 $20,000 - $49,999 United Daughters of William Andrews APM Terminals the Confederacy G. Robert Aston North America Moore Real Estate Debra Barber Dominion Foundation Morningside of Newport Baxter Sports Lounge News aka Five Star Centennial Contractors $10,000 - $19,999 Quality Care, Inc. Enterprises, Inc. Divaris The Honorable Robert J. Feild, DDS PC Garrity & Knisely G. Glenn Oder Sean Fisher Howell Creative Group Mr. & Mrs. Solon Paul Fort Monroe National Park Matrix Design Group Q-Design PLC Foundation, Inc. Rolyn Companies The Honorable Fulton Bank Veolia Water Edward Scott Rigell Headstrate Entertainment, Inc. North America LLC David Shiver John Hutcheson Spotts-Fain Consulting Sally Lazorchak $5,000 - $9,999 The Chamberlin M. Price Distributing Co. ANR Career Solutions Inc. Thomas Nelson Mama Rosa’s Italian Family Bodacious Bazaar Community College National Exterminators, Inc. Brickman Group Ltd. Top Guard, Inc. Pearson Toyota Scion Harrison & Lear Inc. Virginia Peninsula Penn State University Civil Kaufman & Canoles Chamber of Commerce War Era Center Kimley-Horn and Wells Fargo Advisors, LLC Robert Shuford, Jr. Associates, Inc. Weymouth Funeral Home Sunset Marine Co. James Maloney Foundation Williamsburg Pottery Timmons Group Old Point National Bank Richard Walker Paradise Ocean Club $500 - $999 Benjamin Thomas Professional Heating Anonymous Watson III, DDS PLC & Cooling, Inc. C Media Company W.M. Jordan Company The Honorable Linda Curtis $100 - $249 John “Chip” Dicks Laura Barnes $1,000 - $4,999 Draper Aden Associates, Inc. Mary Biernot ATHDEL Ventures, Inc. Friends of David Yancey William Brown dba The Miles Agency Hampton Heritage H. Scott Butler BayPort Credit Union Foundation, Inc. Carden Memorial School Carla Bryant W. Robert Kelly Randolph Cook Chapel of the Centurion Susan A. Lineberry Beverly Duval CIVIC Leadership Institute Lt. Col. Stanley P. Kevin P. Eley Clark Nexsen Foundation,Inc. Morrison(Ret.) Event Central LLC Sanford Cohen Old Point Comfort Yacht Club Ford’s Colony Friends Michael Coleman Pomoco Auto Group & Neighbors Coliseum Central Business Powers Business Ford’s Colony Improvement District Inc. Machines, Inc. Newcomers Club

8|fmauthority.com Christine Gergely Becker Eye Care Center, LLC MAJ Josephus Somerville Hidden Heritage Bluewater Yacht Sales Irvine 2664 - Education LLC Patricia Bolander United Daughters Isle of Wight UDC Brandon Currence Architects of the Confederacy John Scarborough Inc. Pamela Brooks Turner Spencer Joan Jones JW Brown Painting Lucy Steele Linda Kelly Yvonne Cash Sarah Stinnett Lisa Kennedy Christopher Newport University Barrett Stork Ann Robinson King Ruth Collins John Swanson Michael & Marti Kuhns Susan Corner Marc Tellinger Sally Lazorchak Christopher Davidson Phyllis Terrell Liz Moore Realtors S. Davis Frances Towberman McPherson Design Group Crystal L. DeAngelis Cindi Little Towsend Mellen Street Graphics Dickie’s Lawn Service Jeri Turner Merlin Consulting Joseph DosReis Jesica Turner James Monroe Christine Evans Deborah Vivani Memorial Foundation Sylvia Fain Warren Rifles Chapter - William B. Moore Barbara Fearing United Daughters Norfolk Historical Society Fishing Bay Yacht Club of the Confederacy Old Point Comfort Fort Lowry Chapter - Adrienne White Marina & Café United Daughters William Wiggins Elizabeth Parker of the Confederacy Mary Moore Williams Calvin Pearson Terrence Gearhart Woman’s Club Mark Perreault Joshua Gillespie of Newport News James Pharr Tatjana Griesinger Jeane Wood Princess Anne Chapter - Kimberly Gross Frances Yates United Daughters Amanda Gundry of the Confederacy Greta K. Hawkins Robert’s Antiques Jeffrey Hawkins & Collectibles Mitchell & Dee Hayden The Fort Monroe Authority is St. Mary Star Angela Henery grateful to all of the generous of the Sea School Edward Hite Anthony Soltys Earl P. Holben II donors who have contributed to Stronger Together PAC Conover Hunt Bruce Sturk Mary Morgan C. Hunter our efforts since 2011. Without Lawrence Svihla Aaron Johnson Swan Tavern Antiques Anna Laethem them, much of our progress Kirsten Talken-Spaulding Iris Layton Vanessa Valldejuli Diane Lentz would not have been possible. LTC Claude Vann III (Ret.) Catherine Liniger Virginia Civil War Trails, Inc. Lisa Marston Virginia Division United Pamela Martin Daughters of the Raquel McMillan Confederacy James Mershon W.P. Large, Inc. dba WPL Gary Miller Wanchese Fish Co. Inc. Curtis Morris Jamie Weist Kim Murphy Lt. Gen. Frances Wilson (Ret.) Darcy J. Nelson Rhonda A. Woods Evelyn Kay Perry Jane Yerkes Antonio Roberts Blanche Rollins Up to $99 Brian Ruchalski Janice Rosser Allen A. George Sage, Jr. Left to Right: Peninsula Community Foundation Alpha Delta Kappa Alpha Nu Betty Savage of Virginia President Michael Monteith with Joan Baker Young Shuttleworth TowneBank Chairman and CEO Bob Aston

9 Financials for 2013-2014

Revenue Government Enterprise Total

Appropriations from 5,766,770 5,766,770 State Government

Rental Income and Charges 2,918,432 2,918,432 2 33 9, 3 Federal Operating Grants 1,151,485 1,151,485 ,4 7 VDOT Maintenance Funds 362,559 362,559 Total Revenue Utility Income 320,771 320,771 $1 0,678,630

Other Revenue and Grants 158,518 95 158,613 8 9 2 Total Revenue 7,439,332 3,239,298 10,678,630 9, 3,23

GOVERNMENT Expenses Government Enterprise Total ENTERPRISE

Salaries and Benefits 1,449,878 744,137 2,194,015

Repair and Maintenance 95,193 1,399,622 1,494,815 ,800 52 ,6 4 Utilities and Trash Disposal 25,863 1,424,757 1,450,620

Site Operating Costs 1,067,926 1,067,926 Total Expenses PILOT Fee 3,665 971,955 975,620 $9,831,953

Consulting Services 821,910 83,108 905,018 3 15 9, Professional Services 212,796 352,558 565,354 5,17

VDOT Repair and Maintenance 362,559 362,559 GOVERNMENT Site Security 289,367 289,367 ENTERPRISE

Other General & 323,643 203,016 526,659 Administrative

Total Expenses 4,652,800 5,179,153 9,831,953

10|fmauthority.com The Fort Monroe Authority Board of Trustees (As of December 20, 2014)

John R. Lawson, II The Honorable Molly Ward Chair, Board of Trustees Secretary of Natural Resources President & CEO W. M. Jordan, Inc. The Honorable Gordon Helsel State Delegate-Virginia House The Honorable Ralph S. Northam District 91 Vice Chair, Board of Trustees Lieutenant Governor of Virginia James R. (Jay) Joseph Senior Vice President G. Robert Aston Jr. Harvey Lindsay Secretary, Board of Trustees President & CEO, TowneBank The Honorable Mamie Locke State Senator-Virginia Senate Colin G. Campbell District 2 Past President & CEO Colonial Williamsburg Foundation Kim Maloney President Lawrence G. Cumming Williamsburg Pottery, Inc. Partner, Kaufman & Canoles Lt. General Frances Wilson The Honorable Maurice Jones Retired, United States Marine Corps Secretary of Commerce and Trade

Fort Monroe Foundation Board of Directors (As of December 2014)

Carrie Roth Steve Owens President Senior Assistant Attorney General Interim President and CEO Virginia BioTechnology Park Bruce Smith Owner, Bruce Smith Gary McCollum Enterprise LLC Vice-President Senior Vice President Norma Harvey Cox Communications First Lady of Hampton University

Ralph S. Northam

Vice-Chairman Kim Maloney President Lieutenant Governor of Virginia Williamsburg Pottery, Inc.

G. Robert Aston, Jr. Secretary Chairman & CEO of TowneBank

11 A Look Ahead at 2015 Events

JUN Rhythm Project AUG Navy Fleet Forces Wind Ensemble Continental Park Continental Park 18 Rain plan: Fort Monroe Theatre 06 7:00pm 7:00pm AUG USAF Heritage Concert Band JUN Navy Fleet Forces Wind Ensemble Continental Park Continental Park 13 7:00pm 25 7:00pm AUG US Navy Fleet Forces Rock Band JUL US Navy Fleet Forces Four Star Edition Continental Park 20 7:00pm Wherry Quarter 04 8:00pm AUG USAF Heritage of America Concert Band JUL USAF Heritage Brass Band Continental Park 27 7:00pm Continental Park 09 7:00pm OCT Ghost Walk JUL USAF Heritage Brass Band Main Gate Continental Park 23 TBD 16 7:00pm OCT Ghost Walk JUL Tidewater Winds Orchestra with John Philip Main Gate Sousa, IV, as Master of Ceremony 24 TBD 23 Continental Park Rain plan: Fort Monroe Theatre DEC Mistletoe Homes Tour 7:00pm Location to Come 12 TBD JUL US Navy Fleet Forces Brass Band Continental Park DEC Holly Days Concert & Tree Lighting 30 7:00pm Cannon Park 13 TBD

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