FIRST COLONY FOUNDATION: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FIRST COLONY FOUNDATION (EIN 20-1017193)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-03-21
- IRS object ID
- 202410819349200921
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-21T18:36:32-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541548916 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RCPA Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1156-B Jamestown Road | AddressLine1Txt |
| City | Williamsburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201017193 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | First Colony Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIRS | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 Cole Mill Road | AddressLine1Txt |
| City | Durham | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27705 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alastair Macdonald | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 7572532471 | PhoneNum |
| Signature | 2024-02-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Alastair | PersonFirstNm |
| Person Last | Macdonald | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Paulk | PreparerPersonNm |
| PTIN | P01339528 | PTIN |
| Phone | 7578973716 | PhoneNum |
| Preparation | 2024-03-21 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| OOB Security Verification | 00 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Website Address | www.firstcolonyfoundation.org | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $33,694 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $29,430 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $4,264 | InvestmentIncomeAmt |
| Total Revenue | $33,694 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $250 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $16,265 | OtherExpensesTotalAmt |
| Total Expenses | $16,515 | TotalExpensesAmt |
| Excess Or Deficit For Year | $17,179 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $164,331 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $181,510 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,264 | BOYAmt |
| EOY | $127,443 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,067 | BOYAmt |
| EOY | $54,067 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,331 | BOYAmt |
| EOY | $181,510 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,331 | BOYAmt |
| EOY | $181,510 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | See Schedule O | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (2 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|
| Excavations at Elizabethan Gardens near location of native village, where native chiefs made first contact with the leaders of the settlement. Remote sensing to isolate sites. | $7,932 |
| Release of Excavating the Lost Colony Mystery: The Map, the Search, The Discovery. Preparation of Excavation Forth Raleigh: Archaeology at Englands First Colony, Releasing in 2024 | $5,311 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $13,243 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| Phillip W Evans | ||||
| President | 10.00 | $0 | $0 | $0 |
| Alastair S Macdonald | ||||
| Treasurer | 10.00 | $0 | $0 | $0 |
| Robert E Davis | ||||
| Secretary | 5.00 | $0 | $0 | $0 |
| Eric C Klingelhofer | ||||
| Research Vice President | 5.00 | $0 | $0 | $0 |
| Nick Luccketti | ||||
| Research Vice President | 10.00 | $0 | $0 | $0 |
| James Horn | ||||
| Director | 0.00 | $0 | $0 | $0 |
| Gordon P Watts Jr | ||||
| Director | 0.00 | $0 | $0 | $0 |
| lebame Houston | ||||
| Director | 0.00 | $0 | $0 | $0 |
| Robert G Anthony Jr | ||||
| Director | 0.00 | $0 | $0 | $0 |
| Carter L Hudgins | ||||
| Director | 0.00 | $0 | $0 | $0 |
| Edward C Swindell | ||||
| Director | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Alastair S Macdonald | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 113 Northpoint Drive | AddressLine1Txt |
| City | Williamsburg | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7572532471 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,636 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,933 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,942 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,430 | CurrentTaxYearAmt |
| Total | $207,037 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,096 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,636 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $48,933 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,942 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,430 | CurrentTaxYearAmt |
| Total | $207,037 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $207,037 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,972 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$4,129 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,152 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$3,209 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,264 | CurrentTaxYearAmt |
| Total | $11,050 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,972 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$4,129 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,152 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$3,209 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,264 | CurrentTaxYearAmt |
| Total | $11,050 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $60,068 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,507 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,085 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,733 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,694 | CurrentTaxYearAmt |
| Total | $218,087 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94930 | PublicSupportCY509Pct |
| Public Support PY509 | 0.87350 | PublicSupportPY509Pct |
| Investment Income CY | 0.05000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.13000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Description of other expenses Part I line 16 | Description AmountAdvertising & Fund Raising 1,314Bank Fees 184Survey South of Salmon Creek 1,137Symposiums 5,000Office 236Website 750Taxes and Licenses 100Bertie 31BR49 TGOW 31Fort Raleigh General 176INH Book 311Rent 437Study of Beads from FORA 394Remote Sensing 6,195 |
| Description of other assets Part II line 24 | Category Beginning of Year End of YearResearch Collection 50,000 50,000Elizabethan Panelling 4,067 4,067 |
| Part III response or note to any other line in Part III | Primary Exempt Purpose:The mission of First Colony Foundation is to expand the database of historical knowledge relating to the first English settlement in the new world, with emphasis on the study of a series of settlement attempts on Roanoke Island, NC, in the 1580s--------------------------------------------------------------------------------- |