FIRST COLONY FOUNDATION: Form 990EZ, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FIRST COLONY FOUNDATION (EIN 20-1017193)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-24
- IRS object ID
- 202031769349200513
- Schema version
- 2019v5.1
- 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 | 2020-06-24T10:57:36-04:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 S Macdonald | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 9197671050 | PhoneNum |
| Signature | 2020-06-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Paulk | PreparerPersonNm |
| PTIN | P01339528 | PTIN |
| Phone | 7578973716 | PhoneNum |
| Preparation | 2020-06-24 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.190.57.102 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-24 | IPDt |
| IP Tm | 10:58:54 | IPTm |
| Federal Original Submission Id | 5448052020176syjzh4u | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-06-24 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 14FE9F747E053A4189DEB79F4B0ED5F25107F87E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 14FE9F747E053A4189DEB79F4B0ED5F25107F87E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $60,068 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $24,489 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $27,607 | ProgramServiceRevenueAmt |
| Investment Income | $678 | InvestmentIncomeAmt |
| Sale Of Assets Gross | $7,294 | SaleOfAssetsGrossAmt |
| Gain Or Loss From Sale Of Assets | $7,294 | GainOrLossFromSaleOfAssetsAmt |
| Total Revenue | $60,068 | TotalRevenueAmt |
| Occupancy Rent Utlts And Maint | $850 | OccupancyRentUtltsAndMaintAmt |
| Other Expenses Total | $39,144 | OtherExpensesTotalAmt |
| Total Expenses | $39,994 | TotalExpensesAmt |
| Excess Or Deficit For Year | $20,074 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $113,122 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $133,196 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,273 | BOYAmt |
| EOY | $80,024 | 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 | $51,849 | BOYAmt |
| EOY | $53,172 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,122 | BOYAmt |
| EOY | $133,196 | 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 | $113,122 | BOYAmt |
| EOY | $133,196 | 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 (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Program Service ExpensesProgramServiceExpensesAmt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|---|
| Salmon Creek Archaeological Site, Bertie County, NC | $2,138 | |
| Survey of area in vicinity of Salmon Creek | $29,400 | $27,607 |
| Close Examintaion of 31BR49 at Bertie County beach access road | $1,453 | |
| Other program services | $2,400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $35,391 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 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 | 5.00 | $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 |
| Betty McCain | ||||
| Director | 0.00 | $0 | $0 | $0 |
| J Eric Deetz | ||||
| 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 |
| 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 | 9197671050 | 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 | $27,037 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,675 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,876 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,909 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,096 | CurrentTaxYearAmt |
| Total | $223,593 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,037 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,675 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,876 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,909 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $52,096 | CurrentTaxYearAmt |
| Total | $223,593 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $223,593 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,773 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,192 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$4,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $7,972 | CurrentTaxYearAmt |
| Total | $10,569 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,773 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,192 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$4,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $7,972 | CurrentTaxYearAmt |
| Total | $10,569 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,810 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,867 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,508 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,909 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,068 | CurrentTaxYearAmt |
| Total | $234,162 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95490 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98390 | PublicSupportPY509Pct |
| Investment Income CY | 0.05000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02000 | 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 (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Description of other expenses Part I line 16 | Description AmountDepreciation from 4562 777Advertising & Fund Raising 872Bank Fees 200Professional Fees 250Office 1,429Taxes and Licenses 225Flannelly III (Salmon Creek) 2,138Site X (Funded) 29,400Bertie 31BR49 TGOW 1,453Test at Fort Raleigh 2,400 |
| Description of other assets Part II line 24 | Category Beginning of Year End of YearMachinery & Equipment 1,849 1,070Research Collection 50,000 50,000Elizabethan Panelling 0 2,102 |
| Other program services Part III line 31 | Test at Fort Raleigh Archaeological site:Optically stimulated luminescence (OSL) test established a date range for when a long-buried sand layer was last exposed to sunlight. A study of the results will estblish a chronology for features sealed by that layer. |
| 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----------------------------------- Program Service Accomplishments:Salmon Creek Archaeological Site, Bertie County, NC:Property was acquired by Carolina Coastal Land Trust based on our research. First Colony Foundation was asked by the trust and by local governments to conduct additional investigations, including the first excavation of the Native American village of Mettaquem. The property was deeded to the State of North Carolina at the end of 2018. Activities in 2019 involved processing of artifacts, lab testing, and documentation of prior research.----------------------------- Survey of area in vicinity of Salmon Creek:Locations along the shoreline of Chowan river were studied to identify and record potential sites related to Salmon Creek property. Grant provided by Bertie County and the Town of Windsor, NC.----------------------------- Close Examintaion of 31BR49 at Bertie County beach access road:Team of Archaeologists and Volunteers began a series of test units to define the concise location of a site recorded on survey conducted earlier in the year. Most expenditures were incurred after the close of the year. Based on results of this study a full excavation of the site is anticipated.------------------------------- Test at Fort Raleigh Archaeological site:Optically stimulated luminescence (OSL) test established a date range for when a long-buried sand layer was last exposed to sunlight. A study of the results will estblish a chronology for features sealed by that layer. |