FIRST COLONY FOUNDATION: Form 990EZ, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FIRST COLONY FOUNDATION (EIN 20-1017193)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-25
- IRS object ID
- 201901159349200335
- Schema version
- 2018v3.1
- 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 | 2019-04-25T15:00:27-04:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2018-01-01 | 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 | 2019-04-25 | 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 | 2019-04-25 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.169.12.76 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-25 | IPDt |
| IP Tm | 15:05:19 | IPTm |
| Federal Original Submission Id | 5448052019115kj2hit5 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-04-25 | 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 | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | 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 | $31,527 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $31,168 | ContributionsGiftsGrantsEtcAmt |
| Program Service Revenue | $359 | ProgramServiceRevenueAmt |
| Cost Or Other Basis Expense Sale | $7,618 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | -$7,618 | GainOrLossFromSaleOfAssetsAmt |
| Total Revenue | $23,909 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $2,770 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $17,761 | OtherExpensesTotalAmt |
| Total Expenses | $20,531 | TotalExpensesAmt |
| Excess Or Deficit For Year | $3,378 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $109,744 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $113,122 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,162 | BOYAmt |
| EOY | $61,273 | 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 | $53,582 | BOYAmt |
| EOY | $51,849 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,744 | BOYAmt |
| EOY | $113,122 | 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 | $109,744 | BOYAmt |
| EOY | $113,122 | 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 (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Salmon Creek Archaeological Site Bertie County NC | $9,905 | $10,331 |
| History Weekend Symposium Manteo NC | $1,602 | |
| Sir Walter Raleigh Symposium | $3,048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $14,981 | 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 | 0.00 | $0 | $0 | $0 |
| Alastair S Macdonald | ||||
| Treasurer | 0.00 | $0 | $0 | $0 |
| Robert E Davis | ||||
| Secretary | 0.00 | $0 | $0 | $0 |
| Eric C Klingelhofer | ||||
| Research Vice President | 0.00 | $0 | $0 | $0 |
| Nick Luccketti | ||||
| Research Vice President | 0.00 | $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 |
| 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 | $21,272 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,037 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,675 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $93,876 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,909 | CurrentTaxYearAmt |
| Total | $192,769 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,272 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,037 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,675 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $93,876 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,909 | CurrentTaxYearAmt |
| Total | $192,769 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $192,769 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $562 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,773 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$4,368 | CurrentTaxYearMinus1YearAmt |
| Total | $3,159 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $562 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,773 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,192 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$4,368 | CurrentTaxYearMinus1YearAmt |
| Total | $3,159 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,810 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,867 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $89,508 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,909 | CurrentTaxYearAmt |
| Total | $195,928 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98390 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96140 | PublicSupportPY509Pct |
| Investment Income CY | 0.02000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Description of other expenses Part I line 16 | Description AmountDepreciation from 4562 1,733Advertising & Fund Raising 1,492Bank Fees 157Dues & Meetings 98Professional Fees 460Office 470General Supplies 64Taxes and Licenses 150Travel 300Flannelly III (Salmon Creek) 427Site X (Funded) 7,760Symposium 2017 1,602Symposium 2018 3,048 |
| Description of other assets Part II line 24 | Category Beginning of Year End of YearMachinery & Equipment 3,582 1,849Research Collection 50,000 50,000 |
| 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. In 2019 we will be surveying the shorelines of Salmon Creek and the Chowan River to search for additional evidence of Elizabethan occupation there.----------------------------------- History Weekend Symposium, Manteo, NC:Additional expenses to cover sponsorship of 2-day conference. Thirteen expert presentations included historical background of Sir Walter Raleighs Roanoke settlements in the 1580s, discoveries in the 20th and 21st Centuries, and analysis of the research.---------------------------------------- Sir Walter Raleigh Symposium:Four speakers presented observations on Sir Walter Raleigh and his impact on the new world. Event took place at the Fort Raleigh National Historic Site, and the weekend included tours of the site of Raleighs 16-Century settlement. A new exhibit on Sir Walter Raleigh was dedicated at the nearby Outer Banks History Center. |