FIREBIRD FOUNDATION FOR ANTHROPOLOGICAL RESEARCH INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FIREBIRD FOUNDATION FOR ANTHROPOLOGICAL RESEARCH INC (EIN 01-0524375)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-03
- IRS object ID
- 202543079349100874
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- 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 | 2025-11-03T15:56:00-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | 2025-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $57,612,543 | 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 | $98,641 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $522,158 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $516,841 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $516,663 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $516,663 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,161,271 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,133,536 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,161,271 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $305,159 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$3,160 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,603,892 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,191,615 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $81,226 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $81,226 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $293,639 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $293,639 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $99,331 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $99,331 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,278 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,278 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $279,025 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $176,852 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $102,173 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $71,617 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,074 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,894 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $15,986 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $46,067 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $46,067 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $12,670 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $12,670 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,745 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28,745 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $947,584 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $188,426 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $685,523 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,125,846 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,125,846 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,073,430 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $188,426 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,811,369 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $530,462 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,003,189 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,586 | CashBOYAmt |
| Cash EOY | $23,162 | CashEOYAmt |
| Cash EOYFMV | $23,162 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,098,170 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,978,519 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,978,519 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $4,106,327 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,629,260 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,351,593 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $23,407,637 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,643,205 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,710,417 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,008,552 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,788,500 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,737,140 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $4,107,166 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $4,817,936 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $4,706,907 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $10,023,774 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,017,913 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,164,873 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,098,427 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $195,007 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $751,186 | LandBOYAmt |
| Land EOY | $903,420 | LandEOYAmt |
| Land EOYFMV | $903,420 | LandEOYFMVAmt |
| Other Assets BOY | $64,356 | OtherAssetsBOYAmt |
| Other Assets EOY | $36,512 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $36,512 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $50,587,754 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,838,427 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,612,543 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $67,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $107,127 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $67,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $107,127 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $50,520,754 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $50,731,300 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,520,754 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,731,300 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,587,754 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,838,427 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,520,754 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $530,462 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,162 | OtherIncreasesAmt |
| Subtotal | $51,064,378 | SubtotalAmt |
| Other Decreases | $333,078 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,731,300 | 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 | $18,693,310 | $17,972,265 | $721,045 | $721,045 |
| Capital Gains Dividends | P | $440,226 | $440,226 | $440,226 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,161,271 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,844 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,844 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,844 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $64,356 | 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 | $64,356 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $36,512 | OverpaymentAmt |
| Applied To ES Tax | $36,512 | 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 | Amanda Adams | 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 (3 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/Treasurer | 20.00 | $61,214 | $20,012 | $0 |
| Steven G Hoch | ||||||||
| PO Box A | Phillips | ME | 049661501 | Secretary/Director | 10.00 | $0 | $0 | $0 |
| Laura P Appell-Warren | ||||||||
| PO Box A | Phillips | ME | 049661501 | President/Director | 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 | $109,090 | $24,210 | $0 |
| Cheryl Keith | ||||||||
| PO Box A | Phillips | ME | 049661501 | Administrative | 36.00 | $89,783 | $23,488 | $0 |
| Anne Olivares | ||||||||
| PO Box A | Phillips | ME | 049661501 | Archivist | 40.00 | $56,942 | $13,352 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fidelity Brokerage Services LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 28019 | AddressLine1Txt |
| City | Albuquerque | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87125 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Advisory | ServiceTypeTxt |
| Compensation | $176,852 | CompensationAmt |
| 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 | $853,743 | 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 | $50,291,922 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,840,107 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $56,132,029 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $56,132,029 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $841,980 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $55,290,049 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,764,502 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,764,502 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,844 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,844 | TotalTaxAmt |
| Distributable Before Adj | $2,736,658 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $13,162 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,749,820 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,749,820 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,811,369 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $168,220 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $1,979,589 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,749,820 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $16,582,642 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,582,642 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,979,589 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,979,589 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $770,231 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $770,231 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $15,812,411 | 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 | $15,812,411 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $15,812,411 | ExcessFromYear1Amt |
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 (46 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Akpan Aniefon Daniel | ||||||||||||||
| No 30 Iboko Street | Uyo | Akwa Ibom State | NI | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $903 | |||||||
| Akpobome Diffre-Odiete | ||||||||||||||
| No 7 Kuyinu Street | Ugboroke | Delta State | NI | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $1,000 | |||||||
| Ana Carolina Hecht | ||||||||||||||
| Boyaca 1878 | Buenos Aires | AR | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,000 | CP 1416 | |||||||
| Andres Ozuna | ||||||||||||||
| None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $1,000 | 4676 Commericial Street 454 | Salem | OR | 97302 | |||||||
| Antonio Guerreiro | ||||||||||||||
| Rua Nair Pimenta da Silva 216 | Campinas | BR | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,000 | 13082-690 | |||||||
| Bidyum Kumar Medhi | ||||||||||||||
| None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $7,740 | 3202 Guilford Avenue 3 | Baltimore | MD | 21218 | |||||||
| Borneo Research Council | ||||||||||||||
| Brother-sister common-control relationship | PC | General operating support | $4,225 | PO Box A | Phillips | ME | 04966 | |||||||
| Chelsea Krajcik | ||||||||||||||
| None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $4,027 | 433 West Elm Street 2 | Brockton | MA | 02301 | |||||||
| Christina Callicott | ||||||||||||||
| None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $2,744 | 88 V Street SW Apartment 710 | Washington | DC | 20024 | |||||||
| Emily Akpomedaye | ||||||||||||||
| 24 Onirigho Street | Ekuigbo Ughelli | Delta State | NI | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $899 | |||||||
| Erin C SanGregory | ||||||||||||||
| None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $8,959 | 125 E 19th Avenue 6 | Eugene | OR | 97401 | |||||||
| Fidelity Charitable | ||||||||||||||
| N/A | PC | Contribution to donor-advised fund of disqualified person | $24,291 | 245 Summer Street | Boston | MA | 02210 | |||||||
| Gabriel-Alfredo Gallinate-Soliz | ||||||||||||||
| None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $8,973 | 305 E 23rd Street Mail Stop B5100 | Austin | TX | 78712 | |||||||
| Garaoun Massinissa | ||||||||||||||
| 5 Rue de Champagne | LimeilBrevannes | FR | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,000 | 94450 | |||||||
| Ghilyana Dordzhieva | ||||||||||||||
| None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $991 | 208 Bayard Street | Sackets Harbor | NY | 13685 | |||||||
| Guillem Belmar Viernes | ||||||||||||||
| Sequir Monar Num 4 2n 3a | Girona | SP | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,000 | 17006 | |||||||
| Jeevan Toor | ||||||||||||||
| 88 Valleymeade Drive | Richmond Hill | Ontario | CA | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $7,161 | L4B 1T5 | ||||||
| Joao Marcos Cardoso | ||||||||||||||
| 55 Arrruda Alvim Street 22 | Sao Paulo | BR | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $8,932 | 05410 | |||||||
| Jorge Gomez Rendon | ||||||||||||||
| Chontamarca OE1-22 Y Orianga | Quito | EC | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $1,000 | ||||||||
| Junhan Hu | ||||||||||||||
| None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $995 | 129 Mansfield Street | New Haven | CT | 06511 | |||||||
| Keaton Sawyer Scanlon | ||||||||||||||
| Thiafoura Village | Thies | SG | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,000 | ||||||||
| Keira Mullan | ||||||||||||||
| 1606/2 Marcus Clarke Street | Acton | Australian Capita | AS | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $8,244 | |||||||
| Kingsley James Effiong | ||||||||||||||
| 111 Nelson Mandela Road | Uyo | Akwa Ibom State | NI | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $8,696 | |||||||
| Maaz Shaikh | ||||||||||||||
| 4-23 Assiniboia Hall University of | Edmonton | Alberta | CA | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $8,991 | T6G 2E7 | Alberta | |||||
| Maine Coast Heritage Trust | ||||||||||||||
| N/A | PC | General operating support | $125,000 | 1 Bowdoin Mill Island Suite 201 | Topsham | ME | 04086 | |||||||
| Maine Media Workshops College | ||||||||||||||
| N/A | PC | General operating support | $50,000 | 70 Camden Street | Rockport | ME | 04856 | |||||||
| Marguerite Biesele | ||||||||||||||
| None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,000 | 3107 Greenlawn Parkway | Austin | TX | 78757 | |||||||
| Marin Constantin | ||||||||||||||
| Str Raul Soimului 1 Block 25 29 | Bucharest | RO | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $820 | 040846 | |||||||
| Mohamed Naciri | ||||||||||||||
| Douar Agouti Commune Tabant | Azilal | MO | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $8,948 | 22452 | |||||||
| Myriam Lapierre | ||||||||||||||
| None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,000 | 415F Guggenheim Hall University of | Seattle | WA | 98195 | Washington | ||||||
| Noemy Condori Arias | ||||||||||||||
| None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $8,503 | 6530 El Colegio Road Apartment 3129 | Santa Barbara | CA | 93106 | |||||||
| Northeast Wilderness Trust | ||||||||||||||
| N/A | PC | General operating support | $195,000 | 17 State Street Suite 302 | Montpelier | VT | 05602 | |||||||
| Oceanarium & Education Center | ||||||||||||||
| N/A | PC | General operating support | $20,902 | 1351 State Highway 3 | Bar Harbor | ME | 04609 | |||||||
| Oghenekevwe Abamwa | ||||||||||||||
| No 1 Onos Close Aghwemokpor | Eghwu | Delta State | NI | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $982 | Quarters | ||||||
| Patience Odiete | ||||||||||||||
| No 1 Onos Close Aghwemokpor | Eghwu | Delta State | NI | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $989 | Quarters | ||||||
| Pauthang Haokip | ||||||||||||||
| NTH 81 JNU | New Delhi | IN | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $1,045 | 110067 | |||||||
| Peter McKinley | ||||||||||||||
| None | I | Recipient of the George and Laura Appell Award for the Conservation of Biodiversity in Maine | $10,000 | 106 Hodgdon Street | Damariscotta | ME | 04543 | |||||||
| Phillips Public Library | ||||||||||||||
| N/A | PC | General operating support | $10,000 | PO Box O | Phillips | ME | 04966 | |||||||
| Rangeley Lakes Heritage Trust | ||||||||||||||
| N/A | PC | General operating support | $333,333 | 2424 Main Street | Rangeley | ME | 04970 | |||||||
| Stephanie Morgan | ||||||||||||||
| None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $26,100 | 3001 Stevens Street | Madison | WI | 53705 | |||||||
| Tanzin Gyalzen Lama | ||||||||||||||
| Chekampar-5 | Gorkha | NP | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $35,892 | ||||||||
| Tiatoshi Jamir | ||||||||||||||
| c/o Nagaland University | Meriema | Nagaland | IN | None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $994 | 797004 | ||||||
| University of Sydney | ||||||||||||||
| City Road | Sydney | Camperdown | AS | None | GOV | f/b/o Center for Cultural Linguistic Diversity & TRICL | $105,644 | NSW 2006 | ||||||
| Wayne Huang | ||||||||||||||
| None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $8,923 | 105 Younger Way | Santa Cruz | CA | 95060 | |||||||
| Xiyao Fu | ||||||||||||||
| None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $1,000 | 506 Orange Street | New Haven | CT | 06511 | |||||||
| Yujie Ji | ||||||||||||||
| None | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,000 | 1700 Sand Hill Road Apartment 407 | Palo Alto | CA | 94304 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,125,846 | 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 | $522,158 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $516,663 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,161,271 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Pass-through Ordinary Income/(Loss) | 14 | -$3,160 |
| Investment Income Recorded Per Books | 14 | $308,319 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,505,251 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,505,251 | 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 | $88,641 | Yes (X) |
| Fidelity Charitable | ||||||
| 2 | PO Box 770001 | Cincinnati | OH | 45277 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting fees | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $7,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (52 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 185000 shs CARRIER GLOBAL (CUSIP: 14448CAN4) | $178,959 | $184,260 |
| 188000 shs FORTIS (CUSIP: 349553AM9) | $181,996 | $182,084 |
| 450000 shs EUROPEAN INVT (CUSIP: 298785JU1) | $451,978 | $443,072 |
| 100000 shs ASIAN DEVELOPMENT BANK (CUSIP: 045167FW8) | $97,546 | $98,041 |
| 125000 shs AT&T INC (CUSIP: 00206RHJ4) | $117,927 | $122,293 |
| 180000 shs AIR LEASE CORP (CUSIP: 00914AAV4) | $178,474 | $180,378 |
| 555000 shs ASIAN DEVELOPMENT BANK (CUSIP: 045167FL2) | $518,349 | $500,248 |
| 60000 shs EUROPEAN INVT BK (CUSIP: 298785JR8) | $54,962 | $53,838 |
| 175000 shs US BANCORP (CUSIP: 91159HJM3) | $176,523 | $178,953 |
| 170000 shs ORACLE CORP (CUSIP: 68389XCH6) | $179,285 | $178,310 |
| 195000 shs EQUINIX INC (CUSIP: 29444UBE5) | $179,186 | $179,269 |
| 200000 shs AMPHENOL CORP (CUSIP: 032095AJ0) | $182,242 | $180,886 |
| 115000 shs REGAL REXNORD CORP (CUSIP: 758750AN3) | $121,714 | $118,297 |
| 115000 shs STRYKER CORPORATION (CUSIP: 863667AY7) | $99,196 | $98,872 |
| 130000 shs CROWN CASTLE INC (CUSIP: 22822VAR2) | $119,002 | $118,117 |
| 145000 shs REGENERON PHARMACEUTICALS (CUSIP: 75886FAE7) | $119,159 | $120,679 |
| 110000 shs ROPER TECHNOLOGIES (CUSIP: 776743AL0) | $86,021 | $90,353 |
| 220000 shs REVVITY INC (CUSIP: 714046AN9) | $185,131 | $181,273 |
| 125000 shs BROADCOM INC (CUSIP: 11135FCC3) | $124,557 | $120,879 |
| 150000 shs SPRINT CAP CORP (CUSIP: 852060AT9) | $177,474 | $179,085 |
| 15000 shs EASTMAN CHEM CO (CUSIP: 277432AX8) | $15,465 | $15,279 |
| 325000 shs INTER-AMERICAN DEV (CUSIP: 4581XOEJ3) | $306,317 | $299,066 |
| 377000 shs ASIAN DEVELOPMENT BANK (CUSIP: 04517PBT8) | $360,920 | $356,841 |
| 350000 shs INTERNATIONAL BANK FOR RECON (CUSIP: 459058KY8) | $364,735 | $351,447 |
| 180000 shs WASTE CONNECTIONS (CUSIP: 94106BAG6) | $178,158 | $175,343 |
| 125000 shs KEYSIGHT TECHNOLOGIES (CUSIP: 49338LAG8) | $124,469 | $120,234 |
| 165000 shs PNC FINL SVCS (CUSIP: 693475BU8) | $182,129 | $180,107 |
| 40000 shs CARRIER GLOBAL (CUSIP: 14448CAN4) | $38,649 | $39,840 |
| 40000 shs EBAY INC (CUSIP: 278642AV5) | $38,713 | $39,762 |
| 40000 shs ANALOG DEVICES (CUSIP: 032654AS4) | $39,766 | $39,826 |
| 40000 shs T MOBILE USA (CUSIP: 87264ABB0) | $38,787 | $39,819 |
| 40000 shs AMERICAN TOWER (CUSIP: 03027XBB5) | $36,969 | $39,049 |
| 40000 shs UNITEDHEALTH GROUP (CUSIP: 91324PDW9) | $37,217 | $38,696 |
| 40000 shs HUNT JB TRANS (CUSIP: 445658CF2) | $39,106 | $39,596 |
| 140000 shs INTER-AMERICAN DEV (CUSIP: 4581X0DV7) | $133,405 | $133,873 |
| 40000 shs GOLDMAN SACHS GROUP (CUSIP: 38141GXD1) | $40,067 | $40,158 |
| 550000 shs ROYAL BK CDA (CUSIP: 78016EZT7) | $49,827 | $52,236 |
| 40000 shs KEYSIGHT TECHNOLOGIES (CUSIP: 49338LAE3) | $40,222 | $39,791 |
| 45000 shs BORGWARNER INC (CUSIP: 099724AL0) | $40,558 | $42,804 |
| 45000 shs PNC FINL SVCS (CUSIP: 693475BT1) | $46,197 | $46,361 |
| 124000 shs KREDITANSTALT FUR (CUSIP: 500769JW5) | $121,117 | $121,753 |
| 248000 shs EUROPEAN INVT (CUSIP: 298785JU1) | $253,279 | $244,182 |
| 160000 shs ASIAN DEVELOPMENT BANK (CUSIP: 045167FW8) | $155,279 | $156,865 |
| 30000 shs US BANCORP (CUSIP: 91159HJF8) | $29,567 | $29,755 |
| 154000 shs INTERNATIONAL BANK (CUSIP: 459058KW2) | $155,029 | $154,987 |
| 40000 shs ROPER TECHNOLOGIES (CUSIP: 776743AF3) | $38,386 | $39,049 |
| 40000 shs AIR LEASE CORP (CUSIP: 00914AAV4) | $39,606 | $40,084 |
| 35000 shs KREDITANSTALT FUR (CUSIP: 500769KC7) | $35,578 | $34,436 |
| 30000 shs BROADCOM INC (CUSIP: 11135FBX8) | $30,839 | $30,114 |
| 35000 shs IDEX CORP (CUSIP: 45167RAJ3) | $35,652 | $34,848 |
| 35000 shs ORACLE CORP (CUSIP: 68389XCH6) | $37,748 | $36,711 |
| 180000 shs INTERNATIONAL BK (CUSIP: ) | $175,063 | $175,041 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (159 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 152211.183 shs BAFWX | $5,133,414 | $8,388,359 |
| 119540.718 shs BAFLX | $2,142,221 | $3,206,082 |
| 126344.086 shs POLEX | $940,000 | $1,023,387 |
| 864 shs BHVN | $33,754 | $32,270 |
| 2312 shs ESTA | $107,395 | $106,514 |
| 309 shs AIT | $59,026 | $73,996 |
| 321 shs AZEK | $5,971 | $15,238 |
| 1265 shs TECH | $85,446 | $91,118 |
| 727 shs BL | $43,358 | $44,173 |
| 483 shs BPMC | $36,047 | $42,127 |
| 1733 shs BFAM | $145,527 | $192,103 |
| 1898 shs BRKR | $121,690 | $111,261 |
| 13148 shs CCCS | $141,545 | $154,226 |
| 1023 shs CWST | $77,359 | $108,244 |
| 1590 shs YOU | $31,440 | $42,358 |
| 1501 shs CCOI | $97,729 | $115,682 |
| 1013 shs CYTK | $67,061 | $47,652 |
| 3061 shs DT | $129,321 | $166,365 |
| 1294 shs EHC | $75,488 | $119,501 |
| 372 shs NPO | $53,390 | $64,151 |
| 908 shs ENTG | $86,482 | $89,946 |
| 300 shs FCN | $43,255 | $57,339 |
| 1278 shs FUL | $85,615 | $86,239 |
| 387 shs GWRE | $32,561 | $65,240 |
| 1872 shs HQY | $125,447 | $179,618 |
| 191 shs HLI | $18,821 | $33,169 |
| 253 shs IEX | $55,655 | $52,950 |
| 1557 shs NARI | $94,279 | $79,485 |
| 11025 shs INFN | $72,717 | $72,434 |
| 610 shs INSM | $43,329 | $42,114 |
| 1936 shs KAR | $39,129 | $38,410 |
| 144 shs KAI | $40,065 | $49,679 |
| 3111 shs KLC | $77,002 | $55,376 |
| 878 shs LSCC | $45,445 | $49,739 |
| 5225 shs LFST | $36,146 | $38,508 |
| 307 shs LFUS | $76,967 | $72,345 |
| 422 shs MSA | $54,833 | $69,955 |
| 3356 shs MIR | $47,017 | $58,562 |
| 11886 shs MCW | $112,561 | $86,649 |
| 2160 shs MWA | $28,958 | $48,600 |
| 5616 shs NEO | $65,542 | $92,552 |
| 848 shs NBIX | $80,409 | $115,752 |
| 1163 shs KIDS | $53,626 | $26,958 |
| 4831 shs PHR | $107,523 | $121,548 |
| 734 shs POWI | $58,255 | $45,288 |
| 2318 shs PRO | $69,819 | $50,903 |
| 2152 shs PB | $154,860 | $162,153 |
| 154 shs KWR | $25,966 | $21,677 |
| 3330 shs RTO | $102,061 | $84,316 |
| 293 shs SPXC | $23,553 | $42,637 |
| 3042 shs SIBN | $55,046 | $42,649 |
| 163 shs SSD | $30,357 | $27,030 |
| 419 shs SITE | $62,761 | $55,212 |
| 465 shs SITM | $45,939 | $99,756 |
| 513 shs TTWO | $68,660 | $94,433 |
| 903 shs TNDM | $30,309 | $32,526 |
| 55 shs BLD | $9,733 | $17,124 |
| 478 shs VMI | $114,616 | $146,588 |
| 508 shs PCVX | $40,673 | $41,585 |
| 1295 shs WCN | $161,841 | $222,196 |
| 289 shs WEX | $46,589 | $50,667 |
| 318 shs WK | $23,380 | $34,821 |
| 1833 shs ZWS | $54,207 | $68,371 |
| 3408 shs DBRG | $56,798 | $38,442 |
| 412 shs EGP | $63,818 | $66,122 |
| 1341 shs AGO | $79,271 | $120,703 |
| 8510 shs NOMD | $152,839 | $142,798 |
| 1567 shs SIG | $115,287 | $126,473 |
| 49 shs WTM | $77,828 | $95,308 |
| 6787 shs OEC | $163,146 | $107,167 |
| 4946 shs AVNS | $94,483 | $78,740 |
| 3529 shs TBBK | $88,498 | $185,731 |
| 437 shs BELFA | $27,914 | $39,365 |
| 361 shs BELB | $29,537 | $29,772 |
| 2167 VTOL | $58,380 | $74,328 |
| 1239 shs CTS | $38,816 | $65,332 |
| 201 shs CABO | $141,784 | $72,786 |
| 1283 shs CXT | $53,338 | $74,696 |
| 1988 shs CURB | $44,969 | $46,161 |
| 2411 shs DCOM | $76,875 | $74,102 |
| 737 shs EXP | $98,135 | $181,862 |
| 7800 shs EBC | $140,796 | $134,550 |
| 690 shs NPO | $92,586 | $118,991 |
| 2472 shs FIBK | $75,372 | $80,266 |
| 3506 shs GRDN | $79,964 | $71,032 |
| 701 shs THG | $94,059 | $108,417 |
| 2276 shs HMN | $78,025 | $89,287 |
| 1984 shs IAC | $103,340 | $85,590 |
| 2060 shs NGVT | $120,927 | $83,945 |
| 241 shs KAI | $44,446 | $83,143 |
| 612 shs KLC | $11,009 | $10,894 |
| 1702 shs LZB | $47,767 | $74,156 |
| 3734 shs MTG | $49,661 | $88,533 |
| 1349 shs MOD | $33,965 | $156,390 |
| 1787 shs MNRO | $50,565 | $44,318 |
| 2962 shs MWA | $37,178 | $66,645 |
| 9988 shs VYX | $135,125 | $138,234 |
| 5694 shs NATL | $116,911 | $193,140 |
| 337 shs NXST | $51,644 | $53,236 |
| 636 shs OSIS | $109,049 | $106,485 |
| 6066 shs ONB | $104,305 | $131,663 |
| 338 shs CNXN | $14,101 | $23,413 |
| 3655 shs PPBI | $125,416 | $91,083 |
| 1887 shs PDCO | $50,982 | $58,233 |
| 1237 shs PGC | $39,152 | $39,646 |
| 1990 shs PEBO | $55,137 | $63,063 |
| 1628 shs POR | $85,492 | $71,013 |
| 2340 shs SBCF | $62,462 | $64,420 |
| 2215 shs SSTK | $105,696 | $67,225 |
| 2475 shs SGU | $26,968 | $28,562 |
| 1277 shs TNC | $131,754 | $104,113 |
| 2481 shs THR | $43,582 | $71,378 |
| 209 shs VRTS | $43,662 | $46,101 |
| 1778 shs WSFS | $78,514 | $94,465 |
| 2349 shs WLY | $115,531 | $102,675 |
| 2348 shs YETI | $87,574 | $90,421 |
| 2988 shs EPRT | $75,859 | $93,465 |
| 1550 shs GTY | $43,778 | $46,702 |
| 6054 shs GNL | $50,980 | $44,194 |
| 3358 shs GMRE | $43,958 | $25,924 |
| 7434 shs LADR | $82,947 | $83,186 |
| 963 shs SITC | $54,272 | $14,724 |
| 5584 shs CRH | $458,505 | $516,632 |
| 1491 shs MDT | $127,608 | $119,101 |
| 2072 shs PNR | $178,304 | $208,526 |
| 845 shs TT | $251,544 | $312,101 |
| 1127 shs WTW | $312,666 | $353,021 |
| 720 shs NXPI | $179,626 | $149,652 |
| 4407 shs FLEX | $140,040 | $169,185 |
| 757 shs GOOG | $108,694 | $144,163 |
| 4915 shs AIG | $367,197 | $357,812 |
| 209 shs AMP | $61,111 | $111,278 |
| 559 shs ELV | $272,553 | $206,215 |
| 577 shs AMAT | $75,903 | $93,838 |
| 624 shs AIZ | $112,926 | $133,049 |
| 7661 shs BAC | $277,397 | $336,701 |
| 1392 shs BBY | $111,509 | $119,434 |
| 1929 shs CBRE | $194,191 | $253,258 |
| 3550 shs CAH | $393,659 | $419,859 |
| 2195 shs CSCO | $109,544 | $129,944 |
| 3235 shs C | $200,248 | $227,712 |
| 9071 shs CMCSA | $385,485 | $340,435 |
| 1689 shs CEG | $310,701 | $377,846 |
| 1704 shs DELL | $198,941 | $196,369 |
| 875 shs EXPE | $117,693 | $163,039 |
| 2099 shs FERG | $414,594 | $364,323 |
| 4894 shs FIS | $346,503 | $395,288 |
| 1608 shs GILD | $99,539 | $148,531 |
| 6929 shs KVUE | $143,262 | $147,934 |
| 866 shs LH | $188,246 | $198,591 |
| 1891 shs MAS | $144,586 | $137,230 |
| 1392 shs MRK | $145,445 | $138,476 |
| 677 shs NXST | $111,628 | $106,946 |
| 5721 shs SNY | $314,390 | $275,924 |
| 1757 shs SNX | $187,321 | $206,061 |
| 1744 shs TMUS | $267,224 | $384,953 |
| 6089 shs UL | $317,418 | $345,246 |
| 868 shs WCN | $146,223 | $148,931 |
| 2402 shs WH | $185,363 | $242,098 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,155,605 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,910,624 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $473,655 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $440,969 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Generation IM Global | AT COST | $6,000,000 | $7,141,344 |
| Susquehanna Pfaltzgraff Co. | AT COST | $17,913 | $23,529 |
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 | $1,013,767 | $154,582 | $859,185 | $859,185 |
| Leasehold Improvements | $1,583 | $1,583 | $0 | |
| Equipment | $50,787 | $38,842 | $11,945 | $11,945 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $4,278 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,278 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Prepaid excise tax assets | Desc |
| BOY Book Value | $64,356 | BOYBookValueAmt |
| EOY Book Value | $36,512 | EOYBookValueAmt |
| EOYFMV | $36,512 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Book-to-tax differences - accrual-to-cash adjustments (net) | $3,915 |
| Book-to-tax differences - investment accounts (net) | $329,163 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Information technology | $3,474 | $0 | $3,474 |
| Currency conversions | $570 | $0 | $570 |
| State filing fees | $90 | $0 | $90 |
| Office and administrative | $23,817 | $0 | $23,817 |
| Dues and subscriptions | $794 | $0 | $794 |
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) | -$3,160 | -$3,160 | -$3,160 |
| Investment Income Recorded Per Books | $308,319 | $308,319 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Recoveries of prior year charitable distributions | Desc |
| Amt | $13,162 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Deferred excise tax liabilities | $57,948 | $94,160 |
| SIMPLE match obligations | $9,052 | $9,511 |
| Due to related organization | $0 | $3,456 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment advisory services | $176,852 | $176,852 | $0 |
| Consulting and management | $102,173 | $0 | $102,173 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Provision for excise taxes | $57,649 | $0 | $0 |
| Foreign taxes | $4,074 | $4,074 | $0 |
| Sales and use taxes | $437 | $0 | $437 |
| Property taxes | $9,457 | $0 | $9,457 |