FIREBIRD FOUNDATION FOR ANTHROPOLOGICAL RESEARCH INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FIREBIRD FOUNDATION FOR ANTHROPOLOGICAL RESEARCH INC (EIN 01-0524375)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202343179349100809
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- 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 | 2023-11-13T07:00:37-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Laura | PersonFirstNm |
| Person Last | Appell-Warren | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Connor Smart | PreparerPersonNm |
| PTIN | P02285543 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2023-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $60,520,966 | 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 | $25,069,426 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $475,015 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $213,042 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $442,789 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $442,789 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,986,152 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,473,488 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,986,152 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $120,861 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $28,481 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $30,094,243 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,670,464 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $71,305 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $71,305 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $219,884 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $219,884 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $91,102 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $91,102 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,354 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,354 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $323,430 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $201,135 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $122,295 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $66,997 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,517 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,220 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $12,778 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $25,297 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $25,297 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $18,369 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $18,369 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $43,056 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $43,056 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $893,072 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $213,402 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $616,632 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,056,095 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,056,095 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,949,167 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $213,402 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,672,727 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $27,145,076 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,457,062 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $29,914 | CashBOYAmt |
| Cash EOY | $15,496 | CashEOYAmt |
| Cash EOYFMV | $15,496 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,950,315 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,008,914 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,008,914 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,001,645 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,355,005 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,958,447 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $20,520,076 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,359,904 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,247,990 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,964,526 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,877,137 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,581,940 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $1,738,718 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $5,277,758 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $5,086,065 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $10,082,551 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,052,459 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,668,883 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $930,207 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $163,035 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $760,523 | LandBOYAmt |
| Land EOY | $767,172 | LandEOYAmt |
| Land EOYFMV | $856,094 | LandEOYFMVAmt |
| Other Assets BOY | $132,606 | OtherAssetsBOYAmt |
| Other Assets EOY | $97,137 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $97,137 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $38,180,874 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,810,982 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $60,520,966 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $95,452 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $70,055 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $95,452 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $70,055 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $38,085,422 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $61,740,927 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,085,422 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $61,740,927 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,180,874 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $61,810,982 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,085,422 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $27,145,076 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,949 | OtherIncreasesAmt |
| Subtotal | $65,233,447 | SubtotalAmt |
| Other Decreases | $3,492,520 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $61,740,927 | 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 | $37,470,815 | $33,487,336 | $3,983,479 | $3,983,479 |
| Capital Gains Dividends | P | $2,673 | $2,673 | $2,673 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,986,152 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $61,953 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $61,953 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $61,953 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $85,575 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $135,575 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $73,622 | OverpaymentAmt |
| Applied To ES Tax | $73,622 | 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 | 0 | 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 | $54,130 | $17,175 | $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 | 10.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 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 | $101,017 | $20,064 | $0 |
| Cheryl Keith | ||||||||
| PO Box A | Phillips | ME | 049661501 | Administrative | 36.00 | $82,984 | $19,523 | $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 | $203,877 |
| University of California LA | |||||
| 405 Hilgard Avenue | Los Angeles | CA | 90095 | Consulting | $60,500 |
| 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 | $636,059 | 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 | $55,684,766 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,004,163 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,161 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,703,090 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,703,090 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $865,546 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,837,544 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,841,877 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,841,877 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $61,953 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $61,953 | TotalTaxAmt |
| Distributable Before Adj | $2,779,924 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,292 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,782,216 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,782,216 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,672,727 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $19,427 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $2,692,154 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,782,216 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $3,992 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,992 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,692,154 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,692,154 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $3,992 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $3,992 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $86,070 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Blackfoot Challenge | |||||||||||||
| PO Box 103 | Ovando | MT | 59854 | N/A | PC | General operating support | $150,000 | ||||||
| Chewonki Foundation | |||||||||||||
| 485 Chewonki Neck Road | Wiscasset | ME | 04578 | N/A | PC | General operating support | $300,000 | ||||||
| Christian Poske | |||||||||||||
| N/A | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $7,263 | Worthbarg 11 | Damendorft | Schleswig-Holstei | GM | 24361 | |||||
| Christopher Holz | |||||||||||||
| N/A | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $7,120 | c/o CQU University | Rockhampton | Queensland | AS | QLD 4701 | |||||
| Cold Spring School Inc | |||||||||||||
| 263 Chapel Street | New Haven | CT | 06513 | N/A | PC | General operating support | $200,000 | ||||||
| Dario Novellino | |||||||||||||
| N/A | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $36,000 | 41 Castello | Fraz Maranola Formia | IT | 04023 | ||||||
| Forest Society of Maine | |||||||||||||
| 115 Franklin Street | Bangor | ME | 04401 | N/A | PC | General operating support | $40,021 | ||||||
| Hans Stefan Danerek | |||||||||||||
| N/A | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,000 | JI KH Abdurrahman No 114 | Cipayung Depok | Jawa Barat | ID | RT07 RW01 | |||||
| Kavita Rastogi | |||||||||||||
| N/A | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $7,718 | Raja Bazar | Lucknow | Uttar Pradesh | IN | 22246 | |||||
| Khawaja Rehman | |||||||||||||
| N/A | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $8,100 | c/o Education Colleges Block D | Kashmir | PK | District | ||||||
| Lesley Hatipone Machiridza | |||||||||||||
| N/A | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $8,139 | 9589 Lundistar Drive | Rhodene | Masvigo | ZI | ||||||
| Living Tongue Institute for Endangered Languages | |||||||||||||
| 4676 Commercial Street SE 454 | Salem | OR | 97302 | N/A | PC | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,000 | ||||||
| Maine Coast Heritage Trust | |||||||||||||
| 1 Bowdoin Mill Island Suite 201 | Topsham | ME | 04086 | N/A | PC | General operating support | $150,000 | ||||||
| Maine Mountain Collaborative | |||||||||||||
| 45 Exchange Street | Portland | ME | 04101 | N/A | PC | General operating support | $75,000 | ||||||
| Marguerite Biesele | |||||||||||||
| 4811-B Shoalwood Avenue | Austin | TX | 78756 | N/A | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,000 | ||||||
| Mechek Sampar Awan | |||||||||||||
| N/A | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,000 | PO Bishnupur | Nungsai Chiru Village | Manipur | IN | ||||||
| Neighborhood Music School | |||||||||||||
| 100 Audubon Street | New Haven | CT | 06510 | N/A | PC | General operating support | $567,000 | ||||||
| Northeast Wilderness Trust | |||||||||||||
| 17 State Street Suite 302 | Montpelier | VT | 05602 | N/A | PC | General operating support | $25,000 | ||||||
| O Odogun | |||||||||||||
| N/A | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $8,927 | c/o Akpo re Ufuoma Development | Effurun | Delta State | NI | 330102 | Initiative | ||||
| Pauthang Haokip | |||||||||||||
| N/A | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,396 | NTH 81 JNU | New Delhi | IN | 110067 | ||||||
| Phillips Public Library | |||||||||||||
| PO Box O | Phillips | ME | 04966 | N/A | PC | General operating support | $10,000 | ||||||
| Rangeley Lakes Heritage Trust | |||||||||||||
| 2424 Main Street | Rangeley | ME | 04970 | N/A | PC | General operating support | $275,000 | ||||||
| Razzeko Delley | |||||||||||||
| N/A | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $5,400 | Ezengo c/o Intaya Public School | Roing | Arunachal Pradesh | IN | 792110 | |||||
| Song Zhanfeng | |||||||||||||
| N/A | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $7,065 | Building 3 Huazangsi Township | Wuwei City | Gansu Province | CH | ||||||
| Tiatoshi Jamir | |||||||||||||
| N/A | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $8,946 | c/o Nagaland University | Meriema | Nagaland | IN | 797004 | |||||
| University of Sydney | |||||||||||||
| N/A | GOV | f/b/o Center for Cultural Linguistic Diversity & TRICL | $114,000 | City Road | Sydney | Camperdown | AS | NSW 2006 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,056,095 | 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 | $475,015 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $442,789 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,986,152 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Pass-through Ordinary Income/(Loss) | 14 | $28,481 |
| Investment Income Recorded Per Books | 14 | $92,380 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,024,817 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,024,817 | 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 | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Estate of George N Appell | |||||||
| 1 | c/o Laura P Appell Warren PO Box A | Phillips | ME | 04966 | $25,059,426 | Yes (X) | Yes (X) |
| Fidelity Investments Charitable Gift Fund | |||||||
| 2 | 200 Seaport Boulevard | Boston | MA | 02210 | $10,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Publicly traded securities | NoncashPropertyDesc |
| Fair Market Value | $8,318,836 | FairMarketValueAmt |
| Received | 2022-04-05 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $9,500 | Amt |
| Net Investment Income | $4,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (47 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 120000 shs BANK NOVA SCOTIA (CUSIP: 0641596E1) | $116,117 | $111,840 |
| 95000 shs T-MOBILE (CUSIP: 85207UAJ4) | $97,975 | $98,071 |
| 320000 shs INTERNATIONAL BANK (CUSIP: 459058JB0) | $322,909 | $293,952 |
| 655000 shs COUNCIL EUROPE DEV BK (CUSIP: 222213BA7) | $648,160 | $632,403 |
| 120000 shs MORGAN STANLEY (CUSIP: 6174468R3) | $115,625 | $110,098 |
| 118000 shs FORTIS (CUSIP: 349553AM9) | $119,233 | $109,456 |
| 115000 shs NXP B V / NXP (CUSIP: 62954HBE7) | $114,810 | $110,280 |
| 110000 shs CVS HEALTH CORP (CUSIP: 126650CX6) | $120,923 | $106,396 |
| 110000 shs MARVELL TECHNOLOGY (CUSIP: 573874AN4) | $116,709 | $104,843 |
| 130000 shs VMWARE INC (CUSIP: 928563AK1) | $119,663 | $106,155 |
| 105000 shs AT&T INC (CUSIP: 00206RHJ4) | $97,707 | $99,852 |
| 620000 shs ASIAN DEVELOPMENT BANK (CUSIP: 045167FL2) | $577,674 | $544,095 |
| 60000 shs EUROPEAN INVT BK (CUSIP: 298785JR8) | $54,962 | $52,503 |
| 35000 shs ORACLE CORP (CUSIP: 68389XCH6) | $34,967 | $36,329 |
| 125000 shs EQUINIX INC (CUSIP: 29444UBE5) | $119,692 | $108,803 |
| 125000 shs AMPHENOL CORP (CUSIP: 032095AJ0) | $121,251 | $106,695 |
| 60000 shs CONSOLIDATED EDISON CO (CUSIP: 209111FX6) | $58,728 | $53,962 |
| 125000 shs CROWN CASTLE INC (CUSIP: 22822VAR2) | $118,138 | $109,349 |
| 105000 shs ALEXANDRIA REAL ESTATE (CUSIP: 015271AU3) | $115,978 | $102,293 |
| 132000 shs XYLEM INC (CUSIP: 98419MAL4) | $123,562 | $107,078 |
| 70000 shs ROPER TECHNOLOGIES (CUSIP: 776743AL0) | $51,453 | $53,926 |
| 135000 shs PERKINELMER INC (CUSIP: 714046AN9) | $121,666 | $105,777 |
| 130000 shs PHYSICIANS RLTY LP (CUSIP: 71951QAC6) | $118,874 | $101,470 |
| 65000 shs FORD MTR (CUSIP: 345370DA5) | $58,579 | $48,746 |
| 130000 shs APTIV PLC (CUSIP: 00217GAB9) | $116,940 | $106,794 |
| 365000 shs INTERNATIONAL FIN CORP (CUSIP: 45950KCS7) | $360,124 | $362,044 |
| 300000 shs INTER-AMERICAN DEV (CUSIP: 4581X0DM7) | $294,937 | $295,128 |
| 60000 shs TRIMBLE INC (CUSIP: 896239AB6) | $60,275 | $59,583 |
| 60000 shs KROGER NOTE (CUSIP: 501044CS8) | $60,349 | $59,496 |
| 60000 shs AMERICAN EXPRESS (CUSIP: 025816CC1) | $60,361 | $58,937 |
| 60000 shs HUNT JB TRANS (CUSIP: 445658CD7) | $60,456 | $58,969 |
| 60000 shs CITI GROUP (CUSIP: 172967MR9) | $59,303 | $59,150 |
| 65000 shs BANK NOVA SCOTIA (CUSIP: 0641596E1) | $61,435 | $60,580 |
| 60000 shs JP MORGAN CHASE & CO (CUSIP: 46647PBS4) | $58,330 | $57,861 |
| 300000 shs EUROPEAN INVESTMENT BANK (CUSIP: 298785GQ3) | $298,818 | $290,925 |
| 60000 shs KEYSIGHT TECHNOLOGIES (CUSIP: 49338LAB9) | $61,216 | $59,080 |
| 60000 shs APTIV PLC (CUSIP: 00217GAA1) | $58,197 | $56,619 |
| 60000 shs DISNEY WALT CO (CUSIP: 254687FN1) | $60,307 | $58,115 |
| 30000 shs NIKE INC (CUSIP: 654106AH6) | $29,508 | $28,654 |
| 60000 shs ANALOG DEVICES (CUSIP: 032654AS4) | $59,882 | $57,707 |
| 60000 shs VF CORP (CUSIP: 918204BA5) | $58,790 | $56,322 |
| 60000 shs COUNCIL EUROPE DEV BK (CUSIP: 222213BA7) | $59,870 | $57,930 |
| 65000 shs AMERICAN TOWER (CUSIP: 03027XBB5) | $60,113 | $58,674 |
| 65000 shs BK OF AMERICA (CUSIP: 06051GKE8) | $61,618 | $59,950 |
| 65000 shs UNITEDHEALTH GROUP (CUSIP: 91324PDW9) | $60,564 | $58,906 |
| 65000 shs GOLDMAN SACHS GROUP (CUSIP: 38141GXS8) | $59,795 | $58,774 |
| 100000 shs ROYAL BK CDA (CUSIP: 78016EZT7) | $90,594 | $87,370 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (218 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 197154.132 shs BAFWX | $6,473,711 | $6,819,561 |
| 227955.140 shs BAFLX | $3,794,936 | $4,290,116 |
| 122506.732 shs BAFQX | $977,604 | $1,215,267 |
| 315 shs CAN | $31,789 | $84,055 |
| 5139 shs NOMD | $88,971 | $88,596 |
| 242 shs ADBE | $72,444 | $81,440 |
| 385 shs A | $28,654 | $57,615 |
| 284 shs ALGN | $57,811 | $59,896 |
| 1917 shs GOOG | $73,252 | $170,095 |
| 1442 shs GOOGL | $56,397 | $127,228 |
| 1562 shs AMZN | $190,240 | $131,208 |
| 497 shs AMP | $41,509 | $154,751 |
| 594 shs ADI | $59,231 | $97,434 |
| 330 shs ELV | $49,454 | $169,280 |
| 1568 shs AAPL | $39,994 | $203,730 |
| 4455 shs AVTR | $135,656 | $93,956 |
| 4643 shs BAC | $82,188 | $153,776 |
| 624 shs BX | $26,569 | $46,295 |
| 77 shs BKNG | $87,045 | $155,177 |
| 742 shs BFAM | $85,778 | $46,820 |
| 590 shs CNI | $34,414 | $70,139 |
| 1453 shs KMX | $64,144 | $88,473 |
| 2553 shs CARR | $55,081 | $105,311 |
| 1973 shs EW | $59,648 | $147,206 |
| 833 shs META | $103,977 | $100,243 |
| 143 shs FCNCA | $107,755 | $108,445 |
| 584 shs FISV | $57,743 | $59,025 |
| 270 shs INTU | $72,458 | $105,089 |
| 409 shs LOW | $27,154 | $81,489 |
| 859 shs MA | $85,777 | $298,700 |
| 774 shs MRK | $46,587 | $85,875 |
| 1508 shs MSFT | $113,157 | $361,649 |
| 297 shs NFLX | $68,545 | $87,579 |
| 906 shs OTIS | $51,884 | $70,949 |
| 1878 shs PINS | $105,083 | $45,597 |
| 1627 shs SCHW | $111,178 | $135,464 |
| 1258 shs TJX | $62,292 | $100,136 |
| 660 shs TMUS | $84,589 | $92,400 |
| 1687 shs TSM | $106,778 | $125,665 |
| 341 shs URI | $17,986 | $121,198 |
| 500 shs UNH | $109,551 | $265,090 |
| 1451 shs V | $115,052 | $301,460 |
| 296 shs SBAC | $50,986 | $82,972 |
| 1959 shs XBI | $158,522 | $162,597 |
| 335 shs BHVN | $4,511 | $4,650 |
| 1345 shs ESTA | $93,663 | $88,299 |
| 4263 shs G | $189,454 | $197,462 |
| 2808 shs MMYT | $73,863 | $77,417 |
| 4821 shs ABCM | $82,500 | $75,015 |
| 8901 shs ANGI | $66,312 | $20,917 |
| 4507 shs ACCD | $59,824 | $35,110 |
| 3521 shs AGL | $89,575 | $56,829 |
| 3214 shs ALHC | $47,331 | $37,797 |
| 373 shs ARVN | $17,182 | $12,761 |
| 376 shs ASND | $43,864 | $45,921 |
| 1665 shs AZEK | $56,609 | $33,833 |
| 1271 shs BSY | $42,928 | $46,976 |
| 1364 shs BL | $114,242 | $91,756 |
| 549 shs BPMC | $45,894 | $24,052 |
| 2010 shs BFAM | $203,807 | $126,831 |
| 1391 shs AZTA | $87,855 | $80,984 |
| 1314 shs BRKR | $87,673 | $89,812 |
| 351 shs CWST | $25,354 | $27,838 |
| 125 shs CRL | $37,247 | $27,238 |
| 593 shs CHH | $72,169 | $66,796 |
| 1052 shs CCOI | $67,576 | $60,048 |
| 2681 shs DT | $116,095 | $102,682 |
| 3486 shs EVOP | $94,584 | $117,966 |
| 1406 shs EHC | $85,172 | $84,093 |
| 1109 shs ENTG | $111,635 | $72,739 |
| 1230 shs ENV | $84,230 | $75,891 |
| 398 shs FCNCA | $59,371 | $63,202 |
| 603 shs FATE | $22,678 | $6,084 |
| 1573 shs FUL | $108,010 | $112,658 |
| 1671 shs HQY | $108,424 | $103,000 |
| 1103 shs IAA | $41,457 | $44,120 |
| 164 shs IEX | $36,005 | $37,446 |
| 1000 shs NARI | $78,641 | $63,560 |
| 10110 shs INFN | $80,762 | $68,141 |
| 619 shs JBT | $73,298 | $56,533 |
| 228 shs KRTX | $44,177 | $44,802 |
| 620 shs KNX | $30,991 | $32,494 |
| 611 shs LSCC | $34,182 | $39,642 |
| 2219 shs LESL | $44,721 | $27,094 |
| 268 shs LFUS | $69,222 | $59,014 |
| 615 shs MSA | $86,989 | $88,677 |
| 7591 shs MCW | $76,472 | $70,065 |
| 5470 shs NEO | $132,041 | $50,543 |
| 953 shs NBIX | $93,205 | $113,826 |
| 426 shs NVRO | $32,613 | $16,870 |
| 1370 shs KIDS | $66,724 | $54,430 |
| 2724 shs PHR | $84,059 | $88,149 |
| 3651 shs PINS | $86,116 | $88,646 |
| 846 shs POWI | $68,984 | $60,675 |
| 1958 shs PRO | $68,634 | $47,501 |
| 2294 shs PB | $168,631 | $166,728 |
| 529 shs KWR | $109,992 | $88,290 |
| 2052 shs RTO | $82,408 | $63,222 |
| 3386 shs SIBN | $71,313 | $46,050 |
| 1714 shs SMPL | $61,761 | $65,183 |
| 187 shs SITE | $30,954 | $21,939 |
| 1525 shs SUMO | $18,897 | $12,353 |
| 385 shs TTWO | $48,160 | $40,090 |
| 211 shs BLD | $45,015 | $33,019 |
| 251 shs VMI | $64,436 | $82,998 |
| 3398 shs VZIO | $29,604 | $25,179 |
| 1543 shs WCN | $197,114 | $204,540 |
| 509 shs WEX | $94,490 | $83,298 |
| 742 shs WWD | $80,728 | $71,685 |
| 1397 shs WK | $134,620 | $117,306 |
| 144 shs XPEL | $8,879 | $8,649 |
| 2755 shs ZWS | $88,504 | $58,268 |
| 2121 shs ZUO | $32,775 | $13,490 |
| 1659 shs DBRG | $41,293 | $18,149 |
| 580 shs EGP | $93,593 | $85,875 |
| 495 shs HELE | $103,464 | $54,900 |
| 366 shs ALRS | $8,418 | $8,546 |
| 2960 shs AMAL | $66,547 | $68,198 |
| 952 shs AIZ | $141,855 | $119,057 |
| 3307 shs TBBK | $81,667 | $93,853 |
| 639 shs CRAI | $49,113 | $78,233 |
| 4153 shs CTS | $143,347 | $163,711 |
| 186 shs CABO | $138,300 | $132,406 |
| 365 shs CCF | $33,783 | $31,485 |
| 916 shs CVEO | $20,789 | $28,488 |
| 932 shs FIX | $74,786 | $107,255 |
| 1699 shs CULP | $18,544 | $7,798 |
| 2444 shs DCOM | $85,131 | $77,793 |
| 1526 shs EXP | $207,270 | $202,729 |
| 8460 shs EBC | $172,801 | $145,935 |
| 3589 shs SATS | $87,182 | $59,865 |
| 3369 shs FSS | $121,273 | $156,557 |
| 1566 shs FBNC | $71,076 | $67,087 |
| 865 shs THG | $121,897 | $116,887 |
| 2044 shs NGVT | $149,938 | $143,979 |
| 4774 shs IMXI | $115,086 | $116,342 |
| 461 shs KAI | $84,493 | $81,887 |
| 5111 shs LZB | $175,938 | $116,633 |
| 10710 shs MTG | $149,289 | $139,230 |
| 7229 shs MWA | $98,583 | $77,784 |
| 3076 shs NCR | $71,222 | $72,009 |
| 1053 shs NXST | $164,578 | $184,307 |
| 1704 shs ONTO | $123,052 | $116,025 |
| 4338 shs OMI | $182,354 | $84,721 |
| 525 shs CNXN | $25,032 | $24,623 |
| 5277 shs PPBI | $198,948 | $166,542 |
| 4776 shs PDCO | $145,695 | $133,871 |
| 1783 shs PGC | $57,878 | $66,363 |
| 2351 shs POR | $127,605 | $115,199 |
| 2567 shs PFC | $75,557 | $69,232 |
| 757 shs PRI | $112,852 | $107,357 |
| 1086 shs SPXC | $54,800 | $71,296 |
| 3591 shs SFM | $96,955 | $116,241 |
| 4031 shs SGU | $44,097 | $48,574 |
| 2962 shs THR | $52,904 | $59,477 |
| 2386 shs THS | $89,609 | $117,821 |
| 1910 shs UMBF | $172,728 | $159,523 |
| 3385 shs UNFI | $136,201 | $131,033 |
| 481 shs VRTS | $112,731 | $92,083 |
| 2603 shs WSFS | $128,519 | $118,020 |
| 8011 shs WOW | $155,106 | $72,980 |
| 1151 shs CTO | $22,107 | $21,040 |
| 682 shs EGP | $120,936 | $100,977 |
| 4968 shs EPRT | $128,985 | $116,599 |
| 2815 shs GTY | $83,602 | $95,288 |
| 3829 shs GMRE | $60,405 | $36,299 |
| 13641 shs LADR | $159,502 | $136,956 |
| 1172 shs AKAM | $114,909 | $98,800 |
| 1228 shs AXP | $228,352 | $181,437 |
| 905 shs AWK | $125,289 | $137,940 |
| 349 shs AMP | $103,249 | $108,668 |
| 781 shs AMGN | $192,884 | $205,122 |
| 3342 shs CARR | $146,415 | $137,858 |
| 1635 shs CIEN | $95,154 | $83,352 |
| 1264 shs CL | $102,469 | $99,591 |
| 1590 shs ED | $151,851 | $151,543 |
| 736 shs CMI | $151,874 | $178,325 |
| 194 shs DE | $79,601 | $83,179 |
| 974 shs EMR | $90,854 | $93,562 |
| 1761 shs ES | $155,291 | $147,642 |
| 985 shs FIX | $104,400 | $66,832 |
| 4419 shs FITB | $193,986 | $144,987 |
| 2688 shs GILD | $166,489 | $230,765 |
| 2094 shs HOLX | $143,443 | $156,652 |
| 1364 shs IFF | $155,368 | $143,002 |
| 7760 shs KEY | $153,774 | $135,179 |
| 1446 shs LKQ | $67,600 | $77,231 |
| 4167 shs MRK | $340,100 | $462,329 |
| 2778 shs MET | $182,596 | $201,044 |
| 2042 shs MU | $158,615 | $102,059 |
| 1861 shs MS | $155,352 | $158,222 |
| 2393 shs ORCL | $185,377 | $195,604 |
| 2696 shs OGN | $92,314 | $75,299 |
| 829 shs OC | $73,021 | $70,714 |
| 1183 shs PNC | $228,751 | $186,843 |
| 1751 shs PG | $267,815 | $265,382 |
| 1001 shs DGX | $144,959 | $156,596 |
| 202 shs REGN | $133,656 | $145,741 |
| 2094 shs HSIC | $179,463 | $167,248 |
| 4111 shs SFM | $127,757 | $133,074 |
| 940 shs STLD | $58,471 | $91,838 |
| 1766 shs TJX | $114,870 | $140,574 |
| 459 shs TGT | $101,295 | $68,409 |
| 3376 shs USB | $180,679 | $147,227 |
| 393 shs UPS | $78,574 | $68,319 |
| 499 shs URI | $161,277 | $177,355 |
| 3827 shs UNM | $115,971 | $157,022 |
| 301 shs VMI | $68,169 | $99,532 |
| 6495 shs VZ | $342,769 | $255,903 |
| 452 shs VRTX | $124,099 | $130,529 |
| 1098 shs VMW | $131,487 | $134,790 |
| 1551 shs WAB | $139,268 | $154,805 |
| 2353 shs WY | $95,826 | $72,943 |
| 1310 shs ZBH | $154,302 | $167,025 |
| 586 shs ARE | $114,625 | $85,363 |
| 499 shs CCI | $93,096 | $67,684 |
| 3250 shs HASI | $142,410 | $94,185 |
| 6956 shs KIM | $169,492 | $147,328 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,451,748 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,126,324 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $903,257 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $832,123 | 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 | $3,914,042 |
| Capital Global Equity | AT COST | $5,026,344 | $3,723,814 |
| Susquehanna Pfaltzgraff Co. | AT COST | $26,115 | $31,027 |
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 | $129,294 | $716,253 | $805,175 |
| Leasehold Improvements | $1,583 | $1,583 | $0 | |
| Equipment | $50,787 | $32,158 | $18,629 | $18,629 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $11,354 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,354 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Life Insurance Cash Surrender Value | $37,762 | $0 | $0 |
| Prepaid Taxes | $98,694 | $85,764 | $85,764 |
| Due from/(to) Affiliated Organizations | -$3,850 | -$6,213 | -$6,213 |
| Deposits in Transit, per Book (net) | $0 | $17,586 | $17,586 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Excise Tax Timing Differences | $24,740 |
| Unrealized Loss on Investments | $3,467,780 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $7,000 | $0 | $7,000 |
| Information Technology | $6,890 | $0 | $6,890 |
| Currency Conversions | $889 | $0 | $889 |
| State Filing Fees | $75 | $0 | $75 |
| Office and Administrative | $27,261 | $0 | $27,261 |
| Dues and Subscriptions | $941 | $0 | $941 |
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) | $28,481 | $28,481 | $28,481 |
| Investment Income Recorded Per Books | $92,380 | $92,380 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Recoveries of Prior Period Distributions | $2,292 |
| Accrual-to-Cash Adjustment | $657 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Accrued Excise Taxes | $87,000 | $62,260 |
| SIMPLE Match Obligations | $8,452 | $7,795 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll Service Providers | $3,026 | $0 | $3,026 |
| Investment Advisory Services | $201,135 | $201,135 | $0 |
| Consulting and Management | $119,269 | $0 | $119,269 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise Taxes | $50,260 | $0 | $0 |
| Foreign Taxes | $7,517 | $7,517 | $0 |
| Sales and Use Taxes | $161 | $0 | $161 |
| Property Taxes | $9,059 | $0 | $9,059 |