FIREBIRD FOUNDATION FOR ANTHROPOLOGICAL RESEARCH INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FIREBIRD FOUNDATION FOR ANTHROPOLOGICAL RESEARCH INC (EIN 01-0524375)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202423139349101952
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T14:37:02-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010494526 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Newman & Noyes | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 507 | AddressLine1Txt |
| City | Portland | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010524375 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Firebird Foundation for | BusinessNameLine1Txt |
| Business Name Line2 | Anthropological Research | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FIRE | BusinessNameControlTxt |
| Phone | 2076393939 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box A | AddressLine1Txt |
| City | Phillips | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 049661501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Laura P Appell-Warren | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2076393939 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Connor Smart | PreparerPersonNm |
| PTIN | P02285543 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2024-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $54,756,698 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,241,440 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $366,039 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $345,685 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $611,900 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $611,900 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$582,058 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,381,159 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $325,797 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$361 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,963,118 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $957,224 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $76,940 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $76,940 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $256,438 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $256,438 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $108,316 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $108,316 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,897 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,897 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,520 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,260 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,260 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $420,194 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $277,731 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $142,463 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $74,085 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,322 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,480 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $15,986 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $59,186 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $59,186 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,859 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,859 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,557 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $272 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,285 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,087,978 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $290,585 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $720,124 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,613,776 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,613,776 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,701,754 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $290,585 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,333,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,738,636 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $666,639 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,496 | CashBOYAmt |
| Cash EOY | $20,586 | CashEOYAmt |
| Cash EOYFMV | $20,586 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,008,914 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,098,170 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,098,170 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $5,355,005 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,106,327 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,993,001 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $32,359,904 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,407,637 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,692,908 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,877,137 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,008,552 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,998,614 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $5,277,758 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $4,107,166 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $4,048,848 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $10,052,459 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,023,774 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,089,029 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $930,207 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $179,021 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $767,172 | LandBOYAmt |
| Land EOY | $751,186 | LandEOYAmt |
| Land EOYFMV | $751,186 | LandEOYFMVAmt |
| Other Assets BOY | $97,137 | OtherAssetsBOYAmt |
| Other Assets EOY | $64,356 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $64,356 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $61,810,982 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,587,754 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $54,756,698 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $70,055 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $67,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $70,055 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $67,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $61,740,927 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $50,520,754 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $61,740,927 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,520,754 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $61,810,982 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,587,754 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $61,740,927 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,738,636 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,523,202 | OtherIncreasesAmt |
| Subtotal | $50,525,493 | SubtotalAmt |
| Other Decreases | $4,739 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,520,754 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities | P | $23,371,207 | $23,963,217 | -$592,010 | -$592,010 |
| Capital Gains Dividends | P | $9,952 | $9,952 | $9,952 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$582,058 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,266 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,266 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,266 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $73,622 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $73,622 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $64,356 | OverpaymentAmt |
| Applied To ES Tax | $64,356 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | https://www.firebirdfellowships.org/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Elizabeth Choate | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2076393939 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box A | AddressLine1Txt |
| City | Phillips | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 049661501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | BT | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Charity R Appell | ||||||||
| PO Box A | Phillips | ME | 049661501 | Exec. Director/Vice President | 20.00 | $58,221 | $18,719 | $0 |
| Steven G Hoch | ||||||||
| PO Box A | Phillips | ME | 049661501 | Director | 10.00 | $0 | $0 | $0 |
| Laura P Appell-Warren | ||||||||
| PO Box A | Phillips | ME | 049661501 | Pres./Sec./Treas./Director | 10.00 | $0 | $0 | $0 |
| Amity A Doolittle | ||||||||
| PO Box A | Phillips | ME | 049661501 | Director/Vice President (end 5/2023) | 10.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Patricia Gordon | ||||||||
| PO Box A | Phillips | ME | 049661501 | Administrative | 36.00 | $103,626 | $22,991 | $0 |
| Cheryl Keith | ||||||||
| PO Box A | Phillips | ME | 049661501 | Administrative | 36.00 | $86,991 | $22,005 | $0 |
| Anne Olivares | ||||||||
| PO Box A | Phillips | ME | 049661501 | Archivist | 40.00 | $59,391 | $12,642 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Fidelity Brokerage Services LLC | |||||
| PO Box 28019 | Albuquerque | NM | 87125 | Investment Advisory | $212,716 |
| The Philanthropic Initiative | |||||
| 75 Arlington Street | Boston | MA | 02116 | Philanthropy Advisory | $76,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The Foundation continued its mission to research, preserve, and promote the culture, history, art, and literature of indigenous peoples. The Foundation's work contributes to a world renowned archive of oral literature and traditional ecological knowledge, forwarding anthropological and traditional ecological knowledge and research. The collective efforts of the Foundation increases our understanding of the human conditions, enlarges our understanding of the impact of modern society on indigenous peoples, and increases our understanding of the interrelationship between all human societies and their environments. The Foundation publishes and disseminates the results of its research, and circulates educational material online through its own and affiliate websites, which is generally free of charge and available to the general public. The Foundation also engages in direct research and expeditions to broaden our understanding of indigenous cultures, communities, and traditions. | Description1Txt |
| Expenses1 | $720,124 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $52,228,130 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,075,514 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $54,303,644 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $54,303,644 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $814,555 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $53,489,089 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,674,454 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,674,454 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,266 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,266 | TotalTaxAmt |
| Distributable Before Adj | $2,665,188 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,665,188 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,665,188 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,333,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,333,900 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,665,188 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $86,070 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,333,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $86,070 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,665,188 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,582,642 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $16,582,642 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,582,642 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $16,582,642 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Firebird Foundation for Anthropolog | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box A | AddressLine1Txt |
| City | Phillips | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 04966 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2076393939 | RecipientPhoneNum |
| Recipient Email Address | firebird@firebirdfoundation.org | RecipientEmailAddressTxt |
| Form And Info And Materials | The Foundation provides fellowships to enable anthropologists, linguists, and other scholars, as well as individuals or teams of local researchers in indigenous societies, to collect and preserve these unique oral traditions. Fellows are encouraged, where possible, to foster the development of local teams of collectors to continue the work of recording traditional literature, language, and ecological knowledge. Transcriptions of the recordings are encouraged. There is no application form. Applicants are asked to submit a proposal with a budget by email to address noted above. Applications are accepted on a continuous basis and grants are awarded quarterly. The primary selection criteria are the importance of collecting oral literature among the society in which the applicant will be working, the methods to be used, the goals to be achieved, and the urgency of the project. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Anyone engaged in the documentation of threatened oral literature and traditional ecological knowledge may apply for a fellowship. Specific academic credentials are not required, but academic credentials are taken into consideration. Fellowships are currently awarded by the Foundations board. Foundation directors and members of the selection committee are ineligible to receive grants, as are their family members; certain descendants and family members of George N. Appell and Laura W.R. Appell are also ineligible. The terms and conditions of each fellowship are set forth in a letter sent to the grant recipient. The Foundation must receive a current report for each fellowship of the progress made and use of grant funds at least annually, and a final report on the results of the grantees research with an accounting for the funds expended. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientForeignAddress/AddressLine2Txt | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Akpan Aniefon Daniel | |||||||||||||
| No 30 Iboko Street | Uyo | Akwa Ibom State | NI | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $8,126 | ||||||
| Akpobome Diffre-Odiete | |||||||||||||
| No 7 Kuyinu Street | Ugboroke | Delta State | NI | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,000 | ||||||
| Andrew D Harvey | |||||||||||||
| c/o Maarten Mous Sterrenwachtlaan | Leiden | NL | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $34,830 | 25 | ||||||
| Anna Ziya Geerling | |||||||||||||
| Hansjordnesgata 7 | Tromso | NO | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,000 | H0302 9009 | ||||||
| Association of Nepal and Himalayan Studies | |||||||||||||
| N/A | PC | Vanishing Languanges & Traditional Knowledge of Bhutan | $2,661 | 1586 Rockhurst Lane | Cincinnati | OH | 45255 | ||||||
| Borneo Research Council | |||||||||||||
| Brother-sister common-control relationship | PC | General operating support | $3,397 | PO Box A | Phillips | ME | 04966 | ||||||
| Christian Poske | |||||||||||||
| 1A Pran Nath Sur Lane | Kolkata | IN | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $807 | 700002 | ||||||
| David Ginebra Domingo | |||||||||||||
| Alfons Sala 147 9e 2a | Sabadell | SP | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $8,924 | 08202 | ||||||
| Emily Akpomedaye | |||||||||||||
| No1 Diff Street New Jerusalem | EghwuUrhobo | Delta State | NI | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $8,096 | Quarters | |||||
| Emily Drummond | |||||||||||||
| None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $8,928 | 2124 McKinley Avenue Apartment 2 | Berkeley | CA | 94703 | ||||||
| Fidelity Charitable | |||||||||||||
| N/A | PC | Contribution to donor-advised fund of disqualified person | $16,824,125 | 245 Summer Street | Boston | MA | 02210 | ||||||
| Forest Society of Maine | |||||||||||||
| N/A | PC | General operating support | $40,000 | 209 State Street | Bangor | ME | 04401 | ||||||
| Ghilyana Dordzhieva | |||||||||||||
| None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $8,917 | 208 Bayard Street | Sackets Harbor | NY | 13685 | ||||||
| Gino Marcelo Rivera Bulnes | |||||||||||||
| Castrovirreyna 816 Dpto 302C | Lima | PE | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $3,600 | |||||||
| Godini G Darah | |||||||||||||
| Deco Towers 253 Warri/Sapele Road | Warri | Delta State | NI | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $8,963 | ||||||
| Harriet Sheppard | |||||||||||||
| 9 Wilna Street Pascoe Vale | Victoria | AS | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $7,006 | 3044 | ||||||
| Holly Drayton | |||||||||||||
| 8 Rockstone Lane | Southampton | UK | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,000 | SO14 6HZ | ||||||
| Indiana University | |||||||||||||
| N/A | GOV | f/b/o Computational Resource on South Asian Languages | $20,000 | 400 East 7th Street | Bloomington | IN | 47405 | ||||||
| Jesse Gates | |||||||||||||
| None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,000 | 2103 Willow Street | Lynden | WA | 98264 | ||||||
| Jorge Gomez Rendon | |||||||||||||
| Chontamarca OE1-22 Y Orianga | Quito | EC | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,000 | |||||||
| Junhan Hu | |||||||||||||
| None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $8,955 | 129 Mansfield Street | New Haven | CT | 06511 | ||||||
| Khawaja Rehman | |||||||||||||
| Block D District Complex | Azad Jammu and Kashmir | Muzaffarabad | PK | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $900 | ||||||
| Lesley Hatipone Machiridza | |||||||||||||
| 11 Siebengebirgsallee Klettenberg | Cologne | GM | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $904 | 50939 | ||||||
| Maine Mountain Collaborative | |||||||||||||
| N/A | PC | General operating support | $35,000 | 45 Exchange Street | Portland | ME | 04101 | ||||||
| Marin Constantin | |||||||||||||
| Str Raul Soimului 1 Block 25 29 | Bucharest | RO | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $7,380 | 040846 | ||||||
| Natalia Castelnuovo-Biraben | |||||||||||||
| c/o Universidad de Buenos Aires | Buenos Aires | Capital Federal | AR | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $6,372 | C1053ABH | |||||
| Neighborhood Music School | |||||||||||||
| N/A | PC | General operating support | $391,000 | 100 Audubon Street | New Haven | CT | 06510 | ||||||
| Northeast Wilderness Trust | |||||||||||||
| N/A | PC | General operating support | $250,000 | 17 State Street Suite 302 | Montpelier | VT | 05602 | ||||||
| O Odogun | |||||||||||||
| c/o Akpo re Ufuoma Development | Effurun | Delta State | NI | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $992 | Initiative | 330102 | ||||
| Oghenekevwe Abamwa | |||||||||||||
| No 1 Onos Close Aghwemokpor | Eghwu | Delta State | NI | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $8,838 | Quarters | |||||
| Patience Odiete | |||||||||||||
| No 1 Onos Close Aghwemokpor | Eghwu | Delta State | NI | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $8,901 | Quarters | |||||
| Phillips Public Library | |||||||||||||
| N/A | PC | General operating support | $10,000 | PO Box O | Phillips | ME | 04966 | ||||||
| Phurwa Gurung | |||||||||||||
| None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,000 | 1874 Maccullen Drive | Erie | CO | 80516 | ||||||
| Rangeley Lakes Heritage Trust | |||||||||||||
| N/A | PC | General operating support | $500,000 | 2424 Main Street | Rangeley | ME | 04970 | ||||||
| Roberto Carlos Pacheco Angulo | |||||||||||||
| Conocido San Pedro Ozumacin | Tuxtepec | Oaxaca | MX | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $8,959 | Ayotzintepec | |||||
| Rosemary Grace Beam De Azcona | |||||||||||||
| Malaga 25 Interior 1 | Benito Juarez | MX | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $8,700 | CDMX 03920 | ||||||
| Suzanne Cook | |||||||||||||
| 311 Stevens Road | Victoria | British Columbia | CA | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,000 | V9E 2J1 | |||||
| Timotheus Bodt | |||||||||||||
| 21A Springfield Road | Sudbury | UK | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $4,053 | CO1O 1PH | ||||||
| Treasure Caretaker Training | |||||||||||||
| N/A | PC | General operating support | $200,000 | 1345 Spruce Street | Boulder | CO | 80302 | ||||||
| University of Sydney | |||||||||||||
| City Road | Sydney | Camperdown | AS | None | GOV | f/b/o Center for Cultural Linguistic Diversity & TRICL | $102,442 | NSW 2006 | |||||
| Xiyao Fu | |||||||||||||
| None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,000 | 506 Orange Street | New Haven | CT | 06511 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,613,776 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $366,039 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $611,900 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$582,058 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Pass-through Ordinary Income/(Loss) | 14 | -$361 |
| Investment Income Recorded Per Books | 14 | $326,158 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $721,678 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $721,678 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Estate of George N Appell | ||||||
| 1 | c/o Laura P Appell Warren PO Box A | Phillips | ME | 04966 | $5,229,000 | Yes (X) |
| Steven Hoch | ||||||
| 2 | c/o Brown Advisory 100 High Street | Boston | MA | 02110 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $18,520 | Amt |
| Net Investment Income | $9,260 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,260 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (52 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 150000 shs ABBVIE INC (CUSIP: 00287YBZ1) | $144,766 | $146,535 |
| 100000 shs CARRIER GLOBAL (CUSIP: 14448CAN4) | $95,866 | $96,905 |
| 320000 shs INTERNATIONAL BANK (CUSIP: 459058JB0) | $322,909 | $303,904 |
| 360000 shs COUNCIL EUROPE DEV BK (CUSIP: 222213BA7) | $355,921 | $351,270 |
| 155000 shs MORGAN STANLEY (CUSIP: 6174468R3) | $147,566 | $148,888 |
| 103000 shs FORTIS (CUSIP: 349553AM9) | $100,947 | $97,774 |
| 95000 shs TORONTO DOMINION (CUSIP: 89115A2V3) | $95,466 | $96,691 |
| 450000 shs EUROPEAN INVT (CUSIP: 298785JU1) | $452,551 | $448,288 |
| 105000 shs AT&T INC (CUSIP: 00206RHJ4) | $98,046 | $103,626 |
| 555000 shs ASIAN DEVELOPMENT BANK (CUSIP: 045167FL2) | $518,349 | $500,098 |
| 60000 shs EUROPEAN INVT BK (CUSIP: 298785JR8) | $54,962 | $53,733 |
| 45000 shs MICRON TECHNOLOGY (CUSIP: 595112BV4) | $47,052 | $48,627 |
| 165000 shs EQUINIX INC (CUSIP: 29444UBE5) | $151,241 | $151,541 |
| 115000 shs AMPHENOL CORP (CUSIP: 032095AJ0) | $105,946 | $104,709 |
| 80000 shs CONSOLIDATED EDISON CO (CUSIP: 209111FX6) | $75,731 | $74,592 |
| 115000 shs CROWN CASTLE INC (CUSIP: 22822VAR2) | $105,169 | $103,103 |
| 102000 shs XYLEM INC (CUSIP: 98419MAL4) | $92,226 | $87,380 |
| 95000 shs ROPER TECHNOLOGIES (CUSIP: 776743AL0) | $73,495 | $78,247 |
| 150000 shs PERKINELMER INC (CUSIP: 714046AN9) | $126,928 | $122,991 |
| 120000 shs APTIV PLC (CUSIP: 00217GAB9) | $105,757 | $106,227 |
| 115000 shs BIO RAD LABS (CUSIP: 090572AQ1) | $99,518 | $103,840 |
| 120000 shs SPRINT CAP CORP (CUSIP: 852060AT9) | $143,227 | $148,111 |
| 145000 shs TRIMBLE INC (CUSIP: 896239AE0) | $145,731 | $155,179 |
| 430000 shs INTER-AMERICAN DEV (CUSIP: 4581XOEJ3) | $409,939 | $411,922 |
| 145000 shs MARVELL TECHNOLOGY (CUSIP: 573874AQ7) | $146,593 | $153,757 |
| 90000 shs PNC FINL SVCS (CUSIP: 693475BU8) | $99,991 | $99,913 |
| 40000 shs AMERICAN EXPRESS (CUSIP: 025816CC1) | $39,960 | $39,955 |
| 40000 shs HUNT JB TRANS (CUSIP: 445658CD7) | $39,972 | $39,816 |
| 40000 shs CITIGROUP INC (CUSIP: 172967MT5) | $39,367 | $40,022 |
| 40000 shs KEYSIGHT TECHNOLOGIES (CUSIP: 49338LAB9) | $40,144 | $39,624 |
| 40000 shs ABBVIE INC (CUSIP: 00287YBZ1) | $38,637 | $39,076 |
| 40000 shs CARRIER GLOBAL (CUSIP: 14448CAN4) | $38,649 | $38,762 |
| 40000 shs APTIV PLC (CUSIP: 00217GAA1) | $38,734 | $38,679 |
| 40000 shs ANALOG DEVICES (CUSIP: 032654AS4) | $39,766 | $39,142 |
| 40000 shs T MOBILE USA (CUSIP: 87264ABB0) | $38,787 | $39,154 |
| 40000 shs VF CORP (CUSIP: 918204BA5) | $39,006 | $38,210 |
| 40000 shs AMERICAN TOWER (CUSIP: 03027XBB5) | $36,969 | $37,425 |
| 40000 shs BK OF AMERICA (CUSIP: 06051GKE8) | $37,920 | $38,454 |
| 40000 shs UNITEDHEALTH GROUP (CUSIP: 91324PDW9) | $37,217 | $37,453 |
| 40000 shs AT&T INC (CUSIP: 00206RMP4) | $40,000 | $40,009 |
| 40000 shs GOLDMAN SACHS GROUP (CUSIP: 38141GXD1) | $40,113 | $40,254 |
| 550000 shs ROYAL BK CDA (CUSIP: 78016EZT7) | $49,827 | $50,072 |
| 100000 shs INTERNATIONAL FIN CORP (CUSIP: 45950KCX6) | $90,001 | $91,264 |
| 45000 shs TORONTO DOMINION BANK (CUSIP: 89115A2V3) | $45,194 | $45,801 |
| 86000 shs EUROPEAN INVT (CUSIP: 298785JQ0) | $77,006 | $78,939 |
| 45000 shs BORGWARNER INC (CUSIP: 099724AL0) | $40,558 | $41,722 |
| 45000 shs PNC FINL SVCS (CUSIP: 693475BT1) | $46,583 | $46,679 |
| 159000 shs KREDITANSTALT FUR (CUSIP: 500769JW5) | $155,303 | $157,454 |
| 248000 shs EUROPEAN INVT (CUSIP: 298785JU1) | $253,992 | $247,056 |
| 160000 shs ASIAN DEVELOPMENT BANK (CUSIP: 045167FW8) | $155,279 | $158,343 |
| 154000 shs INTERNATIONAL BANK (CUSIP: 459058KW2) | $155,289 | $158,098 |
| 40000 shs ROPER TECHNOLOGIES (CUSIP: 776743AF3) | $38,386 | $39,300 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (190 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 152211.183 shs BAFWX | $5,133,415 | $7,321,358 |
| 119540.718 shs BAFLX | $2,142,222 | $2,823,551 |
| 126344.086 shs POLEX | $940,000 | $960,215 |
| 1424 shs XBI | $114,030 | $127,149 |
| 2105 shs ESTA | $110,562 | $54,498 |
| 836 shs G | $35,266 | $29,018 |
| 4977 shs ACCD | $55,471 | $59,774 |
| 3340 shs AGL | $80,500 | $41,917 |
| 3065 shs ALHC | $39,506 | $26,390 |
| 218 shs ARVN | $8,718 | $8,973 |
| 358 shs ASND | $39,867 | $45,090 |
| 1585 shs AZEK | $48,547 | $60,626 |
| 952 shs BSY | $30,657 | $49,675 |
| 630 shs TECH | $39,408 | $48,611 |
| 1571 shs BL | $114,951 | $98,093 |
| 541 shs BPMC | $41,860 | $49,902 |
| 1908 shs BFAM | $170,103 | $179,810 |
| 1335 shs BRKR | $88,437 | $98,096 |
| 8917 shs CCCS | $98,510 | $101,565 |
| 1157 shs CWST | $88,164 | $98,877 |
| 142 shs CHH | $15,978 | $16,089 |
| 2783 shs YOU | $72,316 | $57,469 |
| 926 shs CWAN | $17,749 | $18,548 |
| 1003 shs CCOI | $62,143 | $76,288 |
| 3086 shs DH | $35,661 | $30,675 |
| 2070 shs DT | $80,131 | $113,208 |
| 1455 shs EHC | $87,068 | $97,078 |
| 66 shs NPO | $8,710 | $10,345 |
| 891 shs ENTG | $85,446 | $106,760 |
| 931 shs ENV | $51,847 | $46,103 |
| 399 shs FCN | $58,985 | $79,461 |
| 1424 shs FUL | $96,243 | $115,928 |
| 509 shs GWRE | $43,967 | $55,501 |
| 1475 shs HQY | $90,182 | $97,793 |
| 364 shs HLI | $36,269 | $43,647 |
| 156 shs IEX | $34,159 | $33,869 |
| 1365 shs NARI | $93,756 | $88,616 |
| 12006 shs INFN | $86,914 | $57,029 |
| 565 shs JBT | $63,670 | $56,189 |
| 278 shs KRTX | $53,268 | $87,990 |
| 467 shs KNX | $22,407 | $26,923 |
| 678 shs LSCC | $44,350 | $46,775 |
| 4080 shs LFST | $30,193 | $31,946 |
| 268 shs LFUS | $68,042 | $71,706 |
| 586 shs MSA | $80,519 | $98,934 |
| 10975 shs MCW | $108,210 | $94,824 |
| 2969 shs MWA | $40,229 | $42,754 |
| 8170 shs NEO | $144,704 | $132,191 |
| 950 shs NBIX | $91,991 | $125,172 |
| 165 shs ONTO | $21,048 | $25,229 |
| 1304 shs KIDS | $61,914 | $42,393 |
| 2963 shs PHR | $81,787 | $68,593 |
| 3708 shs PINS | $86,475 | $137,344 |
| 840 shs POWI | $67,638 | $68,972 |
| 2463 shs PRO | $80,129 | $95,540 |
| 2188 shs PB | $159,644 | $148,193 |
| 503 shs KWR | $101,002 | $107,350 |
| 2748 shs RTO | $88,294 | $78,620 |
| 300 shs SPXC | $24,129 | $30,303 |
| 3417 shs SIBN | $66,280 | $71,723 |
| 1630 shs SMPL | $57,224 | $64,548 |
| 258 shs SITE | $40,133 | $41,925 |
| 138 shs SITM | $15,107 | $16,847 |
| 365 shs TTWO | $43,707 | $58,747 |
| 200 shs BLD | $41,924 | $74,852 |
| 297 shs VMI | $75,455 | $69,352 |
| 3227 shs VZIO | $27,214 | $24,848 |
| 1483 shs WCN | $188,129 | $221,367 |
| 483 shs WEX | $86,326 | $93,968 |
| 523 shs WWD | $52,285 | $71,196 |
| 931 shs WK | $81,544 | $94,524 |
| 255 shs XPEL | $15,663 | $13,732 |
| 2303 shs ZWS | $71,418 | $67,731 |
| 1581 shs DBRG | $36,451 | $27,731 |
| 551 shs EGP | $85,932 | $101,131 |
| 1598 shs AGO | $94,043 | $119,578 |
| 2051 shs SIG | $152,849 | $219,990 |
| 40 shs WTM | $61,435 | $60,200 |
| 4083 shs OEC | $99,662 | $113,222 |
| 759 shs ALRS | $16,675 | $16,994 |
| 2423 shs AMAL | $54,371 | $65,276 |
| 786 shs AIZ | $107,716 | $132,433 |
| 3915 shs TBBK | $100,399 | $150,962 |
| 26 shs BELFA | $1,456 | $1,681 |
| 2073 VTOL | $55,620 | $58,604 |
| 3222 shs CTS | $107,160 | $140,930 |
| 238 shs CABO | $169,667 | $132,468 |
| 1054 shs CVEO | $22,809 | $24,084 |
| 1639 shs CXT | $71,371 | $93,210 |
| 2018 shs DCOM | $68,826 | $54,345 |
| 964 shs EXP | $127,531 | $195,538 |
| 8256 shs EBC | $152,198 | $117,235 |
| 823 shs NPO | $109,615 | $128,997 |
| 2070 shs FSS | $94,150 | $158,852 |
| 1293 shs FBNC | $55,714 | $47,854 |
| 717 shs THG | $97,474 | $87,058 |
| 2198 shs NGVT | $149,335 | $103,790 |
| 3090 shs IMXI | $72,573 | $68,258 |
| 381 shs KAI | $69,184 | $106,798 |
| 2834 shs LZB | $79,718 | $104,631 |
| 5330 shs MTG | $70,256 | $102,816 |
| 4245 shs MOD | $100,739 | $253,427 |
| 1030 shs MNRO | $27,732 | $30,220 |
| 8373 shs MWA | $107,239 | $120,571 |
| 5697 shs VYX | $83,906 | $96,336 |
| 4139 shs NATL | $85,979 | $100,536 |
| 807 shs NXST | $123,544 | $126,497 |
| 921 shs ONTO | $93,985 | $140,821 |
| 278 shs OXM | $29,944 | $27,800 |
| 936 shs CNXN | $38,889 | $62,909 |
| 4358 shs PPBI | $155,155 | $126,861 |
| 4530 shs PDCO | $131,225 | $128,879 |
| 1474 shs PGC | $47,022 | $43,955 |
| 1600 shs PEBO | $43,417 | $54,016 |
| 1941 shs POR | $102,528 | $84,123 |
| 1030 shs SBCF | $25,954 | $29,314 |
| 543 shs SSTK | $25,953 | $26,216 |
| 2359 shs SGU | $25,632 | $27,199 |
| 2768 shs THR | $48,937 | $90,154 |
| 2955 shs THS | $113,081 | $122,485 |
| 891 shs UMBF | $75,409 | $74,443 |
| 246 shs VRTS | $53,098 | $59,473 |
| 2119 shs WSFS | $96,165 | $97,326 |
| 6641 shs WOW | $116,945 | $26,896 |
| 953 shs CTO | $17,608 | $16,515 |
| 253 shs EGP | $39,258 | $46,436 |
| 5235 shs EQC | $108,884 | $100,512 |
| 4110 shs EPRT | $105,071 | $105,052 |
| 2329 shs GTY | $68,121 | $68,053 |
| 4004 shs GMRE | $54,948 | $44,444 |
| 10301 shs LADR | $116,242 | $118,565 |
| 281 shs CAN | $88,163 | $98,606 |
| 943 shs TEL | $118,678 | $132,492 |
| 1156 shs AKAM | $112,066 | $136,813 |
| 1075 shs AXP | $195,704 | $201,391 |
| 875 shs AWK | $118,412 | $115,491 |
| 244 shs AMP | $71,144 | $92,679 |
| 295 shs AMGN | $71,157 | $84,966 |
| 646 shs AMAT | $76,160 | $104,697 |
| 1836 shs BALL | $92,104 | $105,607 |
| 2614 shs BK | $114,948 | $136,059 |
| 239 shs BIIB | $64,285 | $61,846 |
| 2250 shs BWA | $96,432 | $80,663 |
| 88 shs AVGO | $46,372 | $98,230 |
| 1182 shs CARR | $49,792 | $67,906 |
| 2107 shs CL | $162,653 | $167,949 |
| 2185 shs CAG | $77,747 | $62,622 |
| 1065 shs ED | $99,769 | $96,883 |
| 421 shs CMI | $82,043 | $100,859 |
| 235 shs DE | $94,888 | $93,969 |
| 988 shs EMR | $92,635 | $96,162 |
| 1893 shs ES | $155,765 | $116,836 |
| 2257 shs FITB | $89,073 | $77,844 |
| 579 shs FSLR | $96,630 | $99,750 |
| 1705 shs GEHC | $133,540 | $131,831 |
| 1244 shs GILD | $74,449 | $100,776 |
| 1781 shs HOLX | $133,230 | $127,252 |
| 1056 shs INTC | $53,296 | $53,064 |
| 926 shs IFF | $100,901 | $74,978 |
| 1662 shs LKQ | $80,136 | $79,427 |
| 438 shs LOW | $99,039 | $97,477 |
| 1365 shs MKC | $85,007 | $93,393 |
| 1946 shs MRK | $209,417 | $212,153 |
| 1867 shs MET | $115,426 | $123,465 |
| 1219 shs MS | $99,202 | $113,672 |
| 1035 shs ORCL | $108,109 | $109,120 |
| 740 shs OC | $65,011 | $109,690 |
| 1074 shs PYPL | $73,872 | $65,954 |
| 1416 shs PG | $211,513 | $207,501 |
| 193 shs REGN | $126,966 | $169,510 |
| 908 shs HSIC | $70,723 | $68,745 |
| 2377 shs SCHW | $135,281 | $163,538 |
| 2014 shs SFM | $59,549 | $96,894 |
| 1068 shs STLD | $97,688 | $126,131 |
| 1507 shs TJX | $119,929 | $141,372 |
| 1011 shs TMUS | $143,176 | $162,094 |
| 504 shs TGT | $69,395 | $71,780 |
| 1782 shs TFC | $65,459 | $65,791 |
| 274 shs URI | $88,370 | $157,117 |
| 1510 shs UNM | $48,174 | $68,282 |
| 312 shs VMI | $71,494 | $72,855 |
| 2692 shs VZ | $125,012 | $101,488 |
| 316 shs VRTX | $84,757 | $128,577 |
| 1308 shs VOYA | $93,834 | $95,432 |
| 1159 shs WAB | $103,984 | $147,077 |
| 4023 shs WY | $137,523 | $139,880 |
| 964 shs ZBH | $110,073 | $117,319 |
| 862 shs DLR | $93,777 | $116,008 |
| 1258 shs FR | $66,831 | $66,259 |
| 3336 shs KIM | $80,304 | $71,090 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,788,357 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,715,445 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $317,970 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $277,556 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Generation IM Global | AT COST | $5,000,000 | $5,578,742 |
| Capital Global Equity | AT COST | $4,997,338 | $4,478,235 |
| Susquehanna Pfaltzgraff Co. | AT COST | $26,436 | $32,052 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Land | $32,290 | $0 | $32,290 | $32,290 |
| Buildings | $845,547 | $141,938 | $703,609 | $703,609 |
| Leasehold Improvements | $1,583 | $1,583 | $0 | |
| Equipment | $50,787 | $35,500 | $15,287 | $15,287 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $15,897 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,897 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Prepaid excise tax assets | $85,764 | $64,356 | $64,356 |
| Due from/(to) Affiliated Organizations | -$6,213 | $0 | $0 |
| Deposits in Transit, per Book (net) | $17,586 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Book-to-tax differences - charitable giving (net) | $3,482 |
| Book-to-tax differences - accrual-to-cash adjustments (net) | $1,257 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Information Technology | $3,569 | $0 | $3,569 |
| Currency Conversions | $560 | $0 | $560 |
| State Filing Fees | $160 | $0 | $160 |
| Office and Administrative | $22,682 | $0 | $22,682 |
| Dues and Subscriptions | $314 | $0 | $314 |
| Bank Fees | $272 | $272 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Pass-through Ordinary Income/(Loss) | -$361 | -$361 | -$361 |
| Investment Income Recorded Per Books | $326,158 | $326,158 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Book-to-tax differences - investment accounts (net) | $24,044 |
| Unrealized losses on gifts of securities | $2,499,158 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Deferred excise tax liabilities | $62,260 | $57,948 |
| SIMPLE Match Obligations | $7,795 | $9,052 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll Service Providers | $0 | $0 | $0 |
| Investment Advisory Services | $277,731 | $277,731 | $0 |
| Consulting and Management | $142,463 | $0 | $142,463 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Provision for Excise Taxes | $61,283 | $0 | $0 |
| Foreign Taxes | $3,322 | $3,322 | $0 |
| Sales and Use Taxes | $717 | $0 | $717 |
| Property Taxes | $8,763 | $0 | $8,763 |