FIREBIRD FOUNDATION FOR ANTHROPOLOGICAL RESEARCH INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FIREBIRD FOUNDATION FOR ANTHROPOLOGICAL RESEARCH INC (EIN 01-0524375)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-02
- IRS object ID
- 202113069349100236
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-02T12:38:30-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-01 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicholas E Porto | PreparerPersonNm |
| PTIN | P01310283 | PTIN |
| Phone | 2078792100 | PhoneNum |
| Preparation | 2021-11-01 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,599,892 | 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 | $104,940 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $360,761 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $93,658 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $322,187 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $322,187 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,312,770 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,653,509 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,312,770 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$723 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$472 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,099,935 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,728,143 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $66,418 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $66,418 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $339,255 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $339,255 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $42,812 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $42,812 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $19,110 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $19,110 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $77,236 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,156 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $32,080 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $61,390 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,374 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $16 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $14,852 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $38,383 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $38,383 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,018 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,018 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,518 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,518 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $686,292 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,180 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $561,260 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $147,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $147,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $833,442 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,180 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $708,410 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,266,493 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,668,963 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,464 | CashBOYAmt |
| Cash EOY | $8,929 | CashEOYAmt |
| Cash EOYFMV | $8,929 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $80,888 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $976,707 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $976,707 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,075,497 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,120,461 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,589,351 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,219,116 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,159,700 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,182,609 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $1,132,902 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $1,144,334 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $17,072,434 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,024,871 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,021,491 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $900,753 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $137,479 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $467,669 | LandBOYAmt |
| Land EOY | $763,274 | LandEOYAmt |
| Land EOYFMV | $837,754 | LandEOYFMVAmt |
| Other Assets BOY | $650,507 | OtherAssetsBOYAmt |
| Other Assets EOY | $88,491 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $88,491 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,280,962 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,819,722 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,599,892 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $62,839 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $103,316 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $62,839 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $103,316 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,218,123 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $21,716,406 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,218,123 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,716,406 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,280,962 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,819,722 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,218,123 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,266,493 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,484,616 | SubtotalAmt |
| Other Decreases | $768,210 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,716,406 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| Publicly Traded Securities - Long-Term | P | $12,910,957 | $9,338,040 | $3,572,917 | $3,572,917 |
| Publicly Traded Securities - Short-Term | P | $7,372,760 | $7,002,699 | $370,061 | $370,061 |
| Grantor and Estate Gains - Long-Term | P | $351,393 | $351,393 | $351,393 | |
| Grantor and Estate Gains - Short-Term | P | $9 | $9 | $9 | |
| Capital Gains Dividends | P | $18,390 | $18,390 | $18,390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,312,770 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $64,899 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $64,899 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $64,899 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $43,593 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $120,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $163,593 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $189 | EsPenaltyAmt |
| Overpayment | $98,505 | OverpaymentAmt |
| Applied To ES Tax | $98,505 | 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 | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | 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 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| Laura P Appell-Warren | ||||||||
| PO Box A | Phillips | ME | 049661501 | President | 10.00 | $54,000 | $12,418 | $0 |
| Amity A Doolittle | ||||||||
| PO Box A | Phillips | ME | 049661501 | Secretary | 10.00 | $0 | $0 | $0 |
| Charity Appell McNabb | ||||||||
| PO Box A | Phillips | ME | 049661501 | Treasurer | 1.00 | $0 | $0 | $0 |
| Steven G Hoch | ||||||||
| PO Box A | Phillips | ME | 049661501 | 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 |
|---|---|---|---|---|---|---|---|---|
| Cheryl Keith | ||||||||
| PO Box A | Phillips | ME | 049661501 | Administrative | 30.00 | $122,651 | $7,538 | $0 |
| Patricia Gordon | ||||||||
| PO Box A | Phillips | ME | 049661501 | Administrative | 30.00 | $98,757 | $8,763 | $0 |
| Alan Morse | ||||||||
| PO Box A | Phillips | ME | 049661501 | Coordinator | 30.00 | $81,100 | $4,830 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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. Through the Foundation's efforts, the Foundation contributes to and supports the dignity of peoples whose cultures are threatened, and thereby protects their human rights. | Description1Txt |
| Expenses1 | $871,717 | 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 | $21,437,965 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $818,289 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $325,270 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,581,524 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,581,524 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $338,723 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,242,801 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,112,140 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,112,140 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $64,899 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $64,899 | TotalTaxAmt |
| Distributable Before Adj | $1,047,241 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,047,241 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,047,241 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $708,410 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $310,457 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $1,018,867 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,018,867 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,047,241 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $286,757 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,018,867 | QualifyingDistributionsAmt |
| Applied To Year1 | $286,757 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $732,110 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $315,131 | 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. here 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 descendents 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 (15 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 Line2RecipientUSAddress/AddressLine2Txt | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| American Friends of the Royal Anthropological Institute | ||||||||||||||
| PO Box A | Phillips | ME | 04966 | Brother-sister common-control relationship | PC | General operating support expended during tax year. | $250 | |||||||
| Beishamayum Singh | ||||||||||||||
| N/A | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,000 | H - 61/A 3rd Floor | New Delhi | Delhi | IN | 110092 | ||||||
| Catherine Scanlon | ||||||||||||||
| c/o UCA Santa Barbara 3432 South | Santa Barbara | CA | 931063100 | N/A | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $7,531 | Hall | ||||||
| Dario Novellino | ||||||||||||||
| N/A | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $2,835 | c/o University of Kent at Canterbur | Canterbury | Kent | UK | CT2 7NR | ||||||
| David Hecht | ||||||||||||||
| N/A | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,950 | c/o Royal Society for Protection of | Thimpu | Lhado Lam | BT | Nature | ||||||
| Edna Kilusu | ||||||||||||||
| c/o Gettysburg College 300 N | Gettysburg | PA | 17325 | N/A | I | Fellowship for Tuition and Anthropological Research | $6,235 | Washington Street Box 426 | ||||||
| Forest Society of Maine | ||||||||||||||
| 115 Franklin Street | Bangor | ME | 04401 | N/A | PC | Capacity Building | $40,000 | |||||||
| Jesse Gates | ||||||||||||||
| 2103 Willow Street | Lynden | WA | 98264 | N/A | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $10,000 | |||||||
| Kalahari Peoples Fund | ||||||||||||||
| 3107 Greenlawn Parkway | Austin | TX | 78757 | N/A | PC | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,918 | |||||||
| Laura Monti | ||||||||||||||
| 15 Emily Lane | Patagonia | AZ | 85624 | N/A | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $10,000 | |||||||
| Maine Mountain Collaborative | ||||||||||||||
| 45 Exchange Street | Portland | ME | 04101 | N/A | PC | General operating support | $10,186 | |||||||
| Margot Rice | ||||||||||||||
| 3450 S Highland Drive | Salt Lake City | UT | 84158 | N/A | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $10,000 | |||||||
| Marshall M Kramer | ||||||||||||||
| 916 3rd Street | Mukilteo | WA | 98275 | N/A | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,960 | |||||||
| Michael Obiri-Yeboah | ||||||||||||||
| 1250 Garden City Road 1809 | East Lansing | MI | 48825 | N/A | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $2,285 | |||||||
| Neil Walker | ||||||||||||||
| N/A | I | Fellowships in the Collection of Oral Literature & Traditional Knowledge | $9,000 | 6 Monterey Street | Kewarra Beach | AS | 4879 QLD | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $147,150 | 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 | $360,761 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $322,187 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,312,770 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Pass-through Ordinary Income/(Loss) | 14 | -$472 |
| Investment Income Recorded Per Books | 14 | -$251 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,994,995 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,994,995 | 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 | $94,740 | Yes (X) |
| American Friends of the Royal Anthropological Institute | ||||||
| 2 | PO Box A | Phillips | ME | 04966 | $10,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $7,300 | Amt |
| Net Investment Income | $3,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,650 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (42 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 56127.222 shs BAISX | $600,000 | $592,142 |
| 50000 shs CITIGROUP INC NOTE (CUSIP: 172967MR9) | $51,416 | $51,506 |
| 50000 shs JPMORGAN CHASE & CO NOTE (CUSIP: 46647PBS4) | $50,233 | $50,265 |
| 45000 shs ANALOG DEVICES INC NOTE (CUSIP: 032654AS4) | $49,121 | $49,115 |
| 320000 shs INTERNATIONAL BK NOTE (CUSIP: 459058JB0) | $322,909 | $323,091 |
| 25000 shs MARRIOTT INTL INC NOTE (CUSIP: 571903BD4) | $29,162 | $29,243 |
| 50000 shs APPLE INC NOTE (CUSIP: 037833DT4) | $51,137 | $51,419 |
| 70000 shs AVALONBAY CALL (CUSIP: 05348EAV1) | $78,028 | $77,919 |
| 65000 shs VERISK ANALYTICS NOTE (CUSIP: 92345YAD8) | $73,529 | $73,632 |
| 32000 shs PVH CORPORATION SER NOTE (CUSIP: 693656AC4) | $35,405 | $36,056 |
| 75000 shs BANK OF AMERICA MTN (CUSIP: 06051GJG5) | $75,494 | $75,816 |
| 45000 shs HUNT JB NOTE (CUSIP: 445658CF2) | $48,226 | $51,673 |
| 25000 shs BALL CORP NOTE (CUSIP: 058498AV8) | $28,252 | $28,238 |
| 48000 shs FORTISS INC SER B NOTE (CUSIP: 349553AM9) | $52,557 | $52,833 |
| 70000 shs AMERICAN TOWER CORP NOTE (CUSIP: 03027XAM2) | $76,990 | $77,223 |
| 45000 shs THERMO FISHER SCIENTIFIC NOTE (CUSIP: 883556BX9) | $48,323 | $50,583 |
| 70000 shs HASBRO NOTE (CUSIP: 418056AV9) | $71,455 | $76,276 |
| 65000 shs CVS HEALTH NOTE (CUSIP: 126650CX6) | $76,518 | $77,347 |
| 45000 shs TRIMBLE NOTE (CUSIP: 896239AC4) | $53,424 | $53,847 |
| 65000 shs MARVELL TECHNOLOGY NOTE (CUSIP: 57385LAB4) | $77,359 | $76,779 |
| 25000 shs MARRIOTT INTL NOTE (CUSIP: 571903BB8) | $28,706 | $29,013 |
| 65000 shs VERIZON NOTE (CUSIP: 92343VES9) | $76,304 | $76,512 |
| 45000 shs APTIV NOTE (CUSIP: 03835VAG1) | $52,270 | $52,295 |
| 45000 shs HUNTSMAN INTERNATIONAL (CUSIP: 44701QBE1) | $51,939 | $51,848 |
| 235000 shs KREDITANSTALT NOTE (CUSIP: 500769JD7) | $250,760 | $251,224 |
| 45000 shs AMPHENOL NOTE (CUSIP: 032095AJ0) | $49,244 | $49,638 |
| 20000 shs KIMBERLY CLARK NOTE (CUSIP: 494368CB7) | $20,683 | $23,032 |
| 23000 shs MASTERCARD NOTE (CUSIP: 57636QAP9) | $24,179 | $26,743 |
| 45000 shs NIKE NOTE (CUSIP: 654106AK9) | $50,794 | $50,979 |
| 25000 shs CONSOLIDATED EDISON NOTE (CUSIP: 209111FX6) | $25,300 | $28,648 |
| 45000 shs ORACLE NOTE (CUSIP: 68389XBV6) | $50,286 | $50,316 |
| 45000 shs TJX COS NOTE (CUSIP: 872540AT6) | $54,080 | $53,996 |
| 45000 shs V F CORP NOTE (CUSIP: 918204BC1) | $49,472 | $49,790 |
| 45000 shs IDEX CORP NOTE (CUSIP: 45167RAG9) | $49,746 | $49,541 |
| 50000 shs CLOROX DEL NOTE (CUSIP: 189054AX7) | $49,620 | $51,600 |
| 50000 shs AGILENT TECH NOTE (CUSIP: 00846UAM3) | $52,327 | $51,754 |
| 45000 shs CROWN CASTLE NOTE (CUSIP: 22822VAR2) | $44,781 | $50,368 |
| 50000 shs ECOLAB NOTE (CUSIP: 278865BF6) | $49,576 | $49,525 |
| 47000 shs XYLEM NOTE (CUSIP: 98419MAL4) | $49,410 | $49,499 |
| 50000 shs ALEXANDRIA REAL ESTATE NOTE (CUSIP: 015271AV1) | $49,543 | $49,920 |
| 45000 shs NORTHWELL HEALTHCARE BOND (CUSIP: 667274AC8) | $53,775 | $53,990 |
| 25000 shs NEXTERA ENERGY BOND (CUSIP: 65339KAV2) | $27,367 | $27,375 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (45 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 427 shs CAN | $45,316 | $111,537 |
| 4595 shs NOMD | $77,031 | $116,805 |
| 485 shs A | $37,809 | $57,468 |
| 661 shs BABA | $93,280 | $142,198 |
| 97 shs GOOG | $75,198 | $169,932 |
| 73 shs GOOGL | $57,853 | $127,943 |
| 36 shs AMZN | $59,343 | $117,249 |
| 760 shs AMP | $72,103 | $147,691 |
| 559 shs ADI | $59,936 | $88,490 |
| 312 shs ANTM | $44,757 | $100,180 |
| 1776 shs AAPL | $55,966 | $235,657 |
| 4678 shs BAC | $83,140 | $141,790 |
| 1014 shs BX | $47,606 | $65,717 |
| 78 shs BKNG | $89,584 | $173,727 |
| 395 shs BFAM | $46,684 | $68,331 |
| 595 shs CNI | $34,950 | $65,361 |
| 1848 shs KMX | $94,789 | $174,562 |
| 2193 shs CARR | $41,583 | $82,720 |
| 2126 shs CAG | $67,763 | $77,089 |
| 602 shs DIS | $27,115 | $109,070 |
| 606 shs DLTR | $57,509 | $65,472 |
| 1987 shs EW | $60,861 | $181,274 |
| 946 shs FB | $135,023 | $258,409 |
| 1929 shs HAIN | $47,492 | $77,449 |
| 214 shs INTU | $52,059 | $81,288 |
| 1206 shs JPM | $77,778 | $153,246 |
| 1276 shs LOW | $91,361 | $204,811 |
| 866 shs MA | $88,501 | $309,110 |
| 637 shs MRK | $38,549 | $52,107 |
| 1386 shs MSFT | $85,493 | $308,274 |
| 908 shs OTIS | $52,013 | $61,335 |
| 663 shs PYPL | $31,933 | $155,275 |
| 1269 shs SRCL | $66,254 | $87,980 |
| 704 shs TJX | $26,204 | $48,076 |
| 1017 shs TSM | $41,882 | $110,894 |
| 342 shs URI | $17,551 | $79,313 |
| 522 shs UNH | $117,219 | $183,055 |
| 1458 shs V | $116,894 | $318,908 |
| 347 shs CCI | $29,679 | $55,239 |
| 298 shs SBAC | $51,613 | $84,075 |
| 74604.943 shs BAFWX | $1,852,807 | $2,925,260 |
| 70548.937 shs BAFLX | $1,125,000 | $1,437,787 |
| 44380.783 shs BUUX | $1,053,581 | $1,064,695 |
| 22192.767 shs BAFSX | $860,289 | $1,284,295 |
| 42008.784 shs PRILX | $2,200,000 | $2,257,972 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $848,368 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $892,674 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $227,129 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $227,787 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Generation Global | AT COST | $5,000,000 | $5,000,000 |
| Susquehanna Pfaltzgraff Co. | AT COST | $24,871 | $21,491 |
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 | $842,044 | $111,350 | $730,694 | $805,175 |
| Leasehold Improvements | $1,583 | $1,583 | $0 | |
| Equipment | $24,836 | $24,546 | $290 | $289 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal Fees | CategoryTxt |
| Legal Fees | $19,110 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,110 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Life Insurance Cash Surrender Value | $605,237 | $37,762 | $37,762 |
| Prepaid Taxes | $45,270 | $43,898 | $43,898 |
| Due from Affiliated Organizations | $0 | $6,831 | $6,831 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Accrual-to-Cash Adjustment | $52,316 |
| Net Change in CSV of Life Insurance Policies | $715,894 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $4,255 | $0 | $4,255 |
| Information technology | $6,305 | $0 | $6,305 |
| Currency conversions | $362 | $0 | $362 |
| State filing fees | $55 | $0 | $55 |
| Office and administrative | $5,616 | $0 | $5,616 |
| Dues and subscriptions | $925 | $0 | $925 |
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) | -$472 | -$472 | -$472 |
| Investment Income Recorded Per Books | -$251 | -$251 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Accrued Excise Taxes | $51,100 | $98,800 |
| SIMPLE Match Obligations | $4,738 | $4,516 |
| Due to Affiliated Organizations | $7,001 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Payroll Service Providers | $2,359 | $0 | $2,359 |
| Investment Advisory Services | $45,156 | $45,156 | $0 |
| Consulting and Management | $29,721 | $0 | $29,721 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise Taxes | $51,000 | $0 | $0 |
| Foreign Taxes | $10,374 | $10,374 | $0 |
| Sales and Use Taxes | $16 | $0 | $16 |
Comments