FIRST COLONY FOUNDATION: Form 990EZ, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FIRST COLONY FOUNDATION (EIN 20-1017193)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-02-18
- IRS object ID
- 201820499349200107
- Schema version
- 2017v2.2
- 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 | 2018-02-18T14:19:39-08:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2716 Smallpage Trace | AddressLine1Txt |
| City | WILLIAMSBURG | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23185 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | 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 |
| Phone | 9197671050 | PhoneNum |
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 |
| Signature | 2018-02-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard C Paulk CPA | PreparerPersonNm |
| PTIN | P01339528 | PTIN |
| Phone | 7578973716 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $94,686 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $93,876 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $810 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $5,178 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | -$5,178 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $89,508 | TotalRevenueAmt |
| Fees And Other Pymt To Ind Cntrct | $250 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $49,838 | OtherExpensesTotalAmt |
| Total Expenses | $50,088 | TotalExpensesAmt |
| Excess Or Deficit For Year | $39,420 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $70,324 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $109,744 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,063 | BOYAmt |
| EOY | $56,162 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,261 | BOYAmt |
| EOY | $53,582 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,324 | BOYAmt |
| EOY | $109,744 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,324 | BOYAmt |
| EOY | $109,744 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | The mission of First Colony Foundation is to expand the database of historical knowledge relating to the first English settlements in the new world, with emphasis on the study of a series of settlement attempts on Roanoke Island, North Carolina, in the 1580's. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (4 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt |
|---|---|
| Fort Raleigh Archaeological Site, Roanoke Island, NC:Reexamination of areas excavated by previous archaeologists to reinterpret features based on research at Jamestown and other early Colonial sites. Extraction of soil beneath the sand dunes for testing of optically stimulated luminescence, which will provide a habitation date for an early feature. | $4,234 |
| Salmon Creek Archaeological Site, Bertie County, NC:Completion of excavation and preparation of site report. Based on our evidence the Carolina Coastal Conservancy has acquired the site and it is permanently preserved, currently as a wildlife preserve, but soon as an historic site. | $20,522 |
| History Weekend Symposium, Manteo, NC:Sponsorship of 2-day conference. Thirteen expert presentations included historical background of Sir Walter Raleigh's Roanoke settlements in the 1580's, discoveries in the 20th and 21st Centuries, and analysis of the research. | $15,295 |
| New Website:The website launched in August 2017, provides historical and archaeological information related to the mission of First Colony Foundation. | $5,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $45,901 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (10 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| J Eric Deetz | ||
| Director | 0 | $0 |
| Dr Gordon P Watts Jr | ||
| Director | 0 | $0 |
| lebame houston | ||
| Director | 0 | $0 |
| Betty McCain | ||
| Director | 0 | $0 |
| Dr James Horn | ||
| Director | 0 | $0 |
| Phillip W Evans | ||
| President | 0 | $0 |
| Alastair S Macdonald | ||
| Treasurer | 0 | $0 |
| Robert E Davis | ||
| Secretary | 0 | $0 |
| Dr Eric C Klingelhoffer | ||
| Vice President | 0 | $0 |
| Nicholas M Luccketti | ||
| Vice President | 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 |
| Organization Filed990 T | false | OrganizationFiled990TInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Initiation Fees And Cap Contri | $0 | InitiationFeesAndCapContriAmt |
| Gross Receipts For Public Use | $0 | GrossReceiptsForPublicUseAmt |
| 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 |
| Form720 Filed | false | Form720FiledInd |
| 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 |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| 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 | $30,925 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,272 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,037 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,675 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,876 | CurrentTaxYearAmt |
| Total | $199,785 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,925 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,272 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,037 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,675 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $93,876 | CurrentTaxYearAmt |
| Total | $199,785 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $199,785 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,855 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $562 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,773 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,192 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$4,368 | CurrentTaxYearAmt |
| Total | $8,014 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,855 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $562 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,773 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,192 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | -$4,368 | CurrentTaxYearAmt |
| Total | $8,014 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,780 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,834 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,810 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,867 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,508 | CurrentTaxYearAmt |
| Total | $207,799 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96140 | PublicSupportCY509Pct |
| Public Support PY509 | 0.90040 | PublicSupportPY509Pct |
| Investment Income CY | 0.03860 | InvestmentIncomeCYPct |
| Investment Income PY | 0.09960 | 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 (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other Expenses.1001 | Advertising and Promotion $810 |
| Other Expenses.1009 | Depreciation $1499 |
| Other Expenses.1 | Salmon Creek $20522 |
| Other Expenses.2 | Symposium $15295 |
| Other Expenses.3 | Website $5850 |
| Other Expenses.4 | Dough Point/Eliz. Gardens $3329 |
| Other Expenses.5 | Office $1109 |
| Other Expenses.6 | 2010 Excavation $905 |
| Other Expenses.7 | Dues & Conferences $220 |
| Other Expenses.8 | Bank Fees $199 |
| Other Expenses.9 | Taxes & Licenses $100 |
| Other Assets.1003 | Machinery and Equipment - Beginning $3261 Machinery and Equipment - Ending $3582 |
| Other Assets.1 | Research Collection - Beginning $0 Research Collection - Ending $50000 |