FIREBIRD FOUNDATION FOR ANTHROPOLOGICAL RESEARCH INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FIREBIRD FOUNDATION FOR ANTHROPOLOGICAL RESEARCH INC (EIN 01-0524375)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-08
- IRS object ID
- 201903129349100600
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- 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 | 2019-11-08T04:17:17-08:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010431429 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hoisington & Bean PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 353 | AddressLine1Txt |
| City | Norway | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 042680353 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 04966 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE N APPELL | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2019-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID HOISINGTON | PreparerPersonNm |
| PTIN | P00447274 | PTIN |
| Phone | 2077436771 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,461,262 | 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 | $2,766,142 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $366 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $366 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $366 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $322,940 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $322,940 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $322,940 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,139,908 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,470,653 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,140,156 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$756 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,512 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$1,512 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $4,228,600 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,461,950 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $321,794 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $147,955 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $147,955 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,617 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $3,617 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $563 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $563 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,550 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $6,550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $110,990 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,079 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $65,079 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $110,990 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,754 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,498 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $7,498 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $18,754 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $15,509 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $26,981 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $26,981 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,202 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,202 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $53,009 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $53,009 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $405,130 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,577 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $72,577 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $389,621 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $512,765 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $361,516 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $917,895 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,577 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $72,577 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $751,137 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,310,705 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,389,373 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $249,217 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $7,758 | CashEOYAmt |
| Cash EOYFMV | $7,758 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $89,517 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,778 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,778 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $12,011,809 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,309,571 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $19,308,803 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $426,218 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $123,434 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $302,302 | LandBOYAmt |
| Land EOY | $302,784 | LandEOYAmt |
| Land EOYFMV | $347,247 | LandEOYFMVAmt |
| Other Assets BOY | $583,414 | OtherAssetsBOYAmt |
| Other Assets EOY | $665,856 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $729,676 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,987,042 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,353,747 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,461,262 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $9,331 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $32,307 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $9,331 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,307 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $12,977,711 | UnrestrictedBOYAmt |
| Unrestricted EOY | $16,321,440 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,977,711 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,321,440 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,987,042 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,353,747 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,977,711 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,310,705 | ExcessRevenueOverExpensesAmt |
| Other Increases | $68,205 | OtherIncreasesAmt |
| Subtotal | $16,356,621 | SubtotalAmt |
| Other Decreases | $35,181 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,321,440 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (124 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10582.011 BROWN ADVISORY STRATEGIC BOND INSTL. | P | 2018-08-27 | 2018-11-19 | $100,000 | $101,058 | -$1,058 | -$1,058 |
| 6814 ISHARES MSCI EMERGING MKT | P | 2018-07-27 | 2018-11-23 | $327,613 | $367,912 | -$40,299 | -$40,299 |
| 1 ISHARES MSCI EMERGING MKT | P | 2018-07-27 | 2018-12-27 | $46 | $54 | -$8 | -$8 |
| 20898.642 BROWN ADVISORY MACQUASIA NEW STARS INTL | P | 2016-08-02 | 2018-07-25 | $208,278 | $200,000 | $8,278 | $8,278 |
| 21030.495 BROWN ADVISORY MACQUASIA NEW STARS INTL | P | 2016-08-04 | 2018-07-25 | $209,592 | $200,000 | $9,592 | $9,592 |
| 3840.246 SEAFARER GWTH & INCOMESE | P | 2014-05-23 | 2018-06-11 | $50,000 | $45,277 | $4,723 | $4,723 |
| 274 SPDR S&P 500 ETF TRUST | P | 2015-06-09 | 2018-06-25 | $74,459 | $57,135 | $17,324 | $17,324 |
| 5240 SPDR S&P 500 ETF TRUST | P | 2001-01-01 | 2018-08-23 | $1,502,551 | $903,966 | $598,585 | $598,585 |
| 945 SPDR S&P 500 ETF TRUST | P | 2001-01-01 | 2018-10-02 | $276,164 | $153,348 | $122,816 | $122,816 |
| FRAC ALIBABA GROUP | P | 2018-08-14 | 2018-08-14 | $112 | $116 | -$4 | -$4 |
| 57 ALIBABA GROUP | P | 2018-08-13 | 2018-12-03 | $9,487 | $10,128 | -$641 | -$641 |
| 38 CHIPOLTE | P | 2017-12-26 | 2018-04-26 | $15,926 | $11,183 | $4,743 | $4,743 |
| 30 CHIPOLTE | P | 2017-12-26 | 2018-07-24 | $13,473 | $8,829 | $4,644 | $4,644 |
| 40 CHIPOLTE | P | 2017-12-26 | 2018-08-20 | $20,609 | $11,772 | $8,837 | $8,837 |
| 38 CHIPOLTE | P | 2017-12-26 | 2018-09-04 | $18,154 | $11,183 | $6,971 | $6,971 |
| 29 CHIPOLTE | P | 2017-12-26 | 2018-09-11 | $14,193 | $8,535 | $5,658 | $5,658 |
| 23 CHIPOLTE | P | 2017-12-26 | 2018-09-24 | $10,741 | $6,769 | $3,972 | $3,972 |
| 140 CONAGRA BRANDS | P | 2017-01-21 | 2018-10-23 | $5,092 | $5,314 | -$222 | -$222 |
| 266 HANESBRANDS INC. | P | 2017-02-02 | 2018-01-24 | $6,152 | $6,118 | $34 | $34 |
| 182 HANESBRANDS INC. | P | 2017-02-24 | 2018-01-24 | $4,209 | $3,817 | $392 | $392 |
| 635 HANESBRANDS INC. | P | 2017-01-01 | 2018-02-07 | $16,239 | $15,292 | $947 | $947 |
| 99 HANESBRANDS INC. | P | 2017-02-27 | 2018-02-09 | $1,859 | $2,043 | -$184 | -$184 |
| 659 HANESBRANDS INC. | P | 2017-02-28 | 2018-02-09 | $12,376 | $13,177 | -$801 | -$801 |
| 125 AETNA | P | 2016-06-17 | 2018-04-04 | $21,344 | $15,134 | $6,210 | $6,210 |
| 126 AETNA | P | 2001-01-01 | 2018-04-24 | $22,302 | $15,012 | $7,290 | $7,290 |
| 181 AETNA | P | 2001-01-01 | 2018-07-03 | $33,506 | $21,023 | $12,483 | $12,483 |
| 559 ALTABA INC | P | 2016-02-10 | 2018-08-13 | $39,755 | $15,414 | $24,341 | $24,341 |
| 166 BERKSHIRE HATHAWAY | P | 2001-01-01 | 2018-12-21 | $32,314 | $22,018 | $10,296 | $10,296 |
| 143 CANADIAN NATL RY CO | P | 2015-02-10 | 2018-01-14 | $12,062 | $7,857 | $4,205 | $4,205 |
| 175 CANADIAN NATL RY CO | P | 2016-02-10 | 2018-07-09 | $14,679 | $9,615 | $5,064 | $5,064 |
| 266 CROWN CASTLE INT'L | P | 2001-01-01 | 2018-02-16 | $29,197 | $22,896 | $6,301 | $6,301 |
| 70 CROWN CASTLE INT'L | P | 2016-02-10 | 2018-10-18 | $7,455 | $5,694 | $1,761 | $1,761 |
| 147 DISNEY WALT CO | P | 2016-02-10 | 2018-11-01 | $16,975 | $13,166 | $3,809 | $3,809 |
| 578 EBAY INC | P | 2001-01-01 | 2018-09-11 | $16,298 | $12,994 | $3,304 | $3,304 |
| 274 EBAY INC | P | 2016-02-10 | 2018-09-27 | $9,196 | $6,185 | $3,011 | $3,011 |
| 184 EBAY INC | P | 2016-02-10 | 2018-12-19 | $5,237 | $4,154 | $1,083 | $1,083 |
| 93 EDWARDS LIFE SCIENCES CORP | P | 2001-01-01 | 2018-12-12 | $15,399 | $9,497 | $5,902 | $5,902 |
| 600 HANESBRANDS INC. | P | 2017-02-03 | 2018-02-09 | $11,268 | $11,546 | -$278 | -$278 |
| 84 MASTERCARD INC | P | 2001-01-01 | 2018-01-04 | $13,105 | $7,078 | $6,027 | $6,027 |
| 72 MASTERCARD INC | P | 2016-02-10 | 2018-06-18 | $14,401 | $6,046 | $8,355 | $8,355 |
| 410 OCCIDENTAL PETE CORP | P | 2016-01-01 | 2018-08-07 | $33,841 | $27,481 | $6,360 | $6,360 |
| 188 OCCIDENTAL PETE CORP | P | 2016-02-10 | 2018-09-24 | $15,175 | $12,476 | $2,699 | $2,699 |
| 113 OCCIDENTAL PETE CORP | P | 2016-02-10 | 2018-11-06 | $8,274 | $7,499 | $775 | $775 |
| 403 OCCIDENTAL PETE CORP | P | 2016-02-10 | 2018-12-03 | $28,624 | $26,743 | $1,881 | $1,881 |
| 126 PAYPAL HLDGS INC | P | 2001-01-01 | 2018-05-17 | $9,958 | $4,425 | $5,533 | $5,533 |
| 155 PAYPAL HLDGS INC | P | 2016-02-10 | 2018-10-11 | $11,940 | $5,190 | $6,750 | $6,750 |
| 544 PEPSICO | P | 2001-01-01 | 2018-12-14 | $62,260 | $53,600 | $8,660 | $8,660 |
| 1343 QUALCOMM INCORPORATED | P | 2016-02-10 | 2018-04-16 | $73,669 | $55,386 | $18,283 | $18,283 |
| 206 TJX COS | P | 2016-02-10 | 2018-02-28 | $17,105 | $14,422 | $2,683 | $2,683 |
| 69 TJX COS | P | 2016-02-10 | 2018-10-11 | $7,530 | $4,831 | $2,699 | $2,699 |
| 88 TJX COS | P | 2016-02-10 | 2018-11-01 | $9,711 | $6,160 | $3,551 | $3,551 |
| 108 VISA | P | 2016-02-10 | 2018-01-04 | $12,561 | $7,600 | $4,961 | $4,961 |
| 128 VISA | P | 2016-02-10 | 2018-06-15 | $17,322 | $9,008 | $8,314 | $8,314 |
| 385 WELLS FARGO | P | 2001-01-01 | 2018-11-01 | $20,568 | $19,515 | $1,053 | $1,053 |
| PRINC AMERICREDIT AUTO SER 2018-1 | P | 2018-05-05 | 2018-12-18 | $8,486 | $8,486 | ||
| 20,000 ANALOG DEVICES | P | 2018-08-28 | 2018-09-07 | $19,434 | $19,524 | -$90 | -$90 |
| 10,000 AUTOZONE | P | 2018-08-28 | 2018-12-06 | $9,731 | $9,797 | -$66 | -$66 |
| 20,000 BP CAP MKTS INC NOTE | P | 2018-09-19 | 2018-11-29 | $19,738 | $20,041 | -$303 | -$303 |
| 55,000 CROWN CASTLE INT'L- NEW NOTE | P | 2018-01-09 | 2018-08-28 | $52,583 | $54,845 | -$2,262 | -$2,262 |
| 40,000 DOLLAR GEN CORP NEW NOTE | P | 2018-06-01 | 2018-08-28 | $40,490 | $40,216 | $274 | $274 |
| PRINC DRIVE AUTO RECV SER 2017-1 | P | 2017-06-21 | 2018-04-24 | $16,025 | $16,025 | ||
| PRINC DRIVE AUTO RECV SER 2017-1 | P | 2017-11-02 | 2018-10-15 | $29,824 | $29,912 | -$88 | -$88 |
| PRINC DRIVE AUTO RECV SER 2017-1 | P | 2017-10-17 | 2018-10-15 | $3,676 | $3,676 | ||
| 20,000 GENERAL DYNAMICS CORP NOTE | P | 2018-07-20 | 2018-08-28 | $20,121 | $20,105 | $16 | $16 |
| 20,000 GENERAL DYNAMICS CORP NOTE | P | 2018-07-20 | 2018-09-07 | $20,061 | $20,104 | -$43 | -$43 |
| 25,000 HASBRO INC NOTE CALL | P | 2018-04-30 | 2018-08-28 | $23,496 | $23,078 | $418 | $418 |
| 2,000 HASBRO INC NOTE CALL | P | 2018-04-30 | 2018-12-06 | $1,839 | $1,846 | -$7 | -$7 |
| 4,000 HASBRO INC NOTE CALL | P | 2018-04-30 | 2018-12-17 | $3,662 | $3,692 | -$30 | -$30 |
| 40,000 KROGER CO NOTE CALL | P | 2018-01-03 | 2018-08-28 | $38,645 | $40,416 | -$1,771 | -$1,771 |
| 8,000 MARTIN MARIETTA MATLS INC | P | 2017-08-10 | 2018-05-10 | $8,095 | $8,486 | -$391 | -$391 |
| 47,000 MARTIN MARIETTA MATLS INC | P | 2017-08-10 | 2018-05-11 | $47,535 | $49,854 | -$2,319 | -$2,319 |
| 30,000 MPLX LP NOTE CALL | P | 2018-08-28 | 2018-11-13 | $30,376 | $30,819 | -$443 | -$443 |
| 15,000 MPLX LP NOTE CALL | P | 2018-11-08 | 2018-12-21 | $14,911 | $14,924 | -$13 | -$13 |
| PRIN NISSAN AUTO SER 2015-A | P | 2017-04-19 | 2018-04-15 | $4,367 | $4,361 | $6 | $6 |
| 25,000 NOBLE ENERGY INC NOTE CALL | P | 2018-08-28 | 2018-09-13 | $23,605 | $23,863 | -$258 | -$258 |
| 9,000 ROYAL BK CDA MTN | P | 2018-08-28 | 2018-11-13 | $9,078 | $9,107 | -$29 | -$29 |
| 3,000 ROYAL BK CDA MTN | P | 2018-08-28 | 2018-11-28 | $3,018 | $3,035 | -$17 | -$17 |
| 85,000 SANTANDER DRIVE AUTOSER 2015-2 | P | 2017-04-11 | 2018-01-16 | $2,993 | $2,998 | -$5 | -$5 |
| PRINC SANTANDER DRIVE AUTOSER 2015-4 | P | 2018-03-23 | 2018-12-15 | $46,699 | $46,784 | -$85 | -$85 |
| PRINC TOYOTA AUTO RECV OWNSER 2015-C | P | 2017-04-24 | 2018-04-15 | $12,053 | $12,052 | $1 | $1 |
| 360,000 US TREAS NOTES | P | 2017-12-11 | 2018-04-02 | $359,958 | $359,283 | $675 | $675 |
| 10,000 US TREAS NOTES | P | 2018-04-12 | 2018-06-04 | $9,982 | $9,970 | $12 | $12 |
| 350,00 US TREAS NOTES | P | 2018-04-12 | 2018-07-23 | $349,918 | $348,961 | $957 | $957 |
| 20,000 US TREAS NOTES | P | 2018-08-28 | 2018-11-20 | $19,653 | $19,639 | $14 | $14 |
| 185,000 US TREAS NOTES | P | 2018-07-23 | 2018-09-06 | $184,205 | $184,053 | $152 | $152 |
| 60,000 US TREAS NOTES | P | 2018-09-26 | 2018-11-09 | $59,820 | $59,754 | $66 | $66 |
| 30,000 US TREAS NOTES | P | 2018-07-23 | 2018-11-20 | $29,917 | $29,846 | $71 | $71 |
| 15,000 US TREAS NOTES | P | 2018-09-26 | 2018-11-20 | $14,958 | $14,938 | $20 | $20 |
| 25,000 US TREAS NOTES | P | 2018-08-28 | 2018-11-20 | $24,113 | $24,167 | -$54 | -$54 |
| 100,00 US TREAS NOTES | P | 2018-09-06 | 2018-11-20 | $98,504 | $99,945 | -$1,441 | -$1,441 |
| 15,000 XYLEM INC NOTE CALL | P | 2018-08-28 | 2018-11-01 | $13,973 | $14,213 | -$240 | -$240 |
| 55,000 ANALOG DEVICES INC NOTE CALL | P | 2016-09-07 | 2018-08-28 | $54,663 | $58,318 | -$3,655 | -$3,655 |
| 55,000 AUTONATION INC NOTE CALL | P | 2001-01-01 | 2018-08-28 | $54,569 | $55,691 | -$1,122 | -$1,122 |
| 55,000 AUTOZONE INC NOTE CALL | P | 2001-01-01 | 2018-08-28 | $55,536 | $55,096 | $440 | $440 |
| 50,000 BANK OF AMERICA CORP MTN | P | 2014-03-10 | 2018-08-28 | $52,260 | $52,102 | $158 | $158 |
| 40,000 BOSTON PPTYS LTD NOTE | P | 2017-02-10 | 2018-08-28 | $40,355 | $41,139 | -$784 | -$784 |
| 10,460.251 BROWN ADVISORY MORTG.SECURITIES | P | 2001-01-01 | 2018-11-20 | $100,000 | $106,479 | -$6,479 | -$6,479 |
| 2,000 CAMPBELL SOUP CO NOTE CALL | P | 2016-02-08 | 2018-01-03 | $1,975 | $1,968 | $7 | $7 |
| 4,000 CAMPBELL SOUP CO NOTE CALL | P | 2016-02-08 | 2018-01-05 | $3,938 | $3,935 | $3 | $3 |
| 10,000 CAMPBELL SOUP CO NOTE CALL | P | 2016-02-08 | 2018-01-08 | $9,844 | $9,838 | $6 | $6 |
| 22,000 CAMPBELL SOUP CO NOTE CALL | P | 2016-02-08 | 2018-01-11 | $21,599 | $21,639 | -$40 | -$40 |
| 55,000 CANADIAN NATL RY CO NOTE CALL | P | 2016-10-27 | 2018-01-03 | $56,717 | $55,909 | $808 | $808 |
| 55,000 CC HLDGS GS LLC | P | 2001-01-01 | 2018-01-09 | $56,483 | $54,064 | $2,419 | $2,419 |
| 40,000 CLOROX CO DEL NOTE CALL | P | 2001-01-01 | 2018-08-28 | $39,846 | $41,343 | -$1,497 | -$1,497 |
| PRIN DRIVE AUTO RECV SER 2017-1 | P | 2017-11-02 | 2018-12-15 | $16,885 | $16,935 | -$50 | -$50 |
| PRIN DRIVE AUTO RECV SER 2017-3 | P | 2017-10-17 | 2018-12-15 | $16,085 | $16,085 | ||
| 105,000 ENERGY NW WASH ELEC REV | P | 2001-01-01 | 2018-03-29 | $105,000 | $105,480 | -$480 | -$480 |
| 10,000 ENERGY NW WASH ELEC REV | P | 2015-04-24 | 2018-07-24 | $9,761 | $10,000 | -$239 | -$239 |
| 20,000 FIDELITY NATL INFORMATION SVCS | P | 2016-05-12 | 2018-08-28 | $21,230 | $21,922 | -$692 | -$692 |
| 15,000 FIDELITY NATL INFORMATION SVCS | P | 2016-05-12 | 2018-12-21 | $15,513 | $16,384 | -$871 | -$871 |
| 55,000 HEALTH CARE TRUST OF AMER HLDGS | P | 2015-10-07 | 2018-08-28 | $54,733 | $55,125 | -$392 | -$392 |
| 40,000 HUNT JB TRANS SVC NOTE | P | 2016-03-22 | 2018-08-28 | $39,728 | $40,350 | -$622 | -$622 |
| 55,000 MORGAN STANLEY MTN CALL | P | 2015-09-24 | 2018-08-28 | $55,339 | $55,918 | -$579 | -$579 |
| PRIN NISSAN AUTO SER 2015-A | P | 2017-04-19 | 2018-08-15 | $3,687 | $3,681 | $6 | $6 |
| 30,000 NISSAN AUTO SER 2015-A | P | 2017-04-09 | 2018-09-17 | $74 | $74 | ||
| 100,000 NISSAN AUTO SER 2016-A | P | 2016-03-30 | 2018-01-16 | $5,043 | $11,233 | -$6,190 | -$6,190 |
| PRIN TOYOTA AUTO RECV OWNSER 2015-C | P | 2017-04-24 | 2018-08-15 | $9,526 | $9,525 | $1 | $1 |
| 60,000 VERIZON COMM INC 2.45% | P | 2016-01-20 | 2018-08-28 | $57,787 | $57,329 | $458 | $458 |
| 55,000 21ST CENTY FOX AMER INC BOND | P | 2016-07-22 | 2018-07-03 | $53,883 | $56,854 | -$2,971 | -$2,971 |
| 11,000 CAMPBELL SOUP CO NOTE CALL | P | 2016-02-08 | 2018-01-11 | $10,799 | $10,823 | -$24 | -$24 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2001-01-01 | 2018-12-31 | $230,343 | $230,343 | $230,343 | |
| K-1 SPC | P | 2018-01-01 | 2018-12-31 | $59 | $59 | $59 | |
| K-1 SPC | P | 2001-01-01 | 2018-12-31 | $1,495 | $1,495 | $1,495 | |
| Wash Sale | $248 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,140,156 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$14,932 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $763,459 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $15,736,675 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04852 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $697,256 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,759,182 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04724 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $725,653 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,276,988 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04750 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $775,312 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,984,100 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.15556 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $596,372 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,365,184 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.11116 | DistributionYr5Rt |
| Total Distribution | 0.409970 | TotalDistributionRt |
| Average Distribution | 0.081994 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,871,845 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,711,366 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,894 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,725,260 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $751,137 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,787 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $27,787 | SubtotalAmt |
| Tax Based On Investment Income | $27,787 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,313 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $39,313 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,526 | OverpaymentAmt |
| Applied To ES Tax | $11,526 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | ME | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DR GEORGE N APPELL | 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 PHILLIPSME | AddressLine1Txt |
| City | PHILLIPS | CityNm |
| State Abbreviation | ME | StateAbbreviationCd |
| ZIP | 049661501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| GEORGE N APPELL | |||||||||
| PO BOX A | PHILLIPS | ME | 04966 | President | 0.00 | $0 | |||
| LAURA PA WARREN | |||||||||
| ST MARKS SCHOOL | SOUTHBOROUGH | MA | 01772 | SEC./TREASURER | 0.00 | $0 | |||
| AMITY A DOOLITTLE | |||||||||
| 119 EVERIT STREET | NEW HAVEN | CT | 06511 | Director | 0.00 | $0 | |||
| CHARITY R APPELL MCNABB | |||||||||
| PO BOX 248 | ASCUTNEY | VT | 05030 | Director | 10.00 | $18,000 | |||
| ANTON PLOEG | |||||||||
| Director | 0.00 | $0 | GSLAGMASTER 97217 SE | HARFSEN | NL | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MAINE MOUNTAIN COLLABORATIVE | Description1Txt |
| Expenses1 | $181,249 | Expenses1Amt |
| Description2 | FOREST SOCIETY OF MAINE | Description2Txt |
| Expenses2 | $30,000 | Expenses2Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,008,012 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $130,892 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,050,786 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,189,690 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $21,189,690 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $317,845 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,871,845 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,043,592 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $751,137 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $751,137 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $751,137 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2000-08-30 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $249,217 | CurrentYearAmt |
| Year1 | $189,687 | Year1Amt |
| Year2 | $192,674 | Year2Amt |
| Year3 | $158,849 | Year3Amt |
| Total | $790,427 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $211,834 | CurrentYearAmt |
| Year1 | $161,234 | Year1Amt |
| Year2 | $163,773 | Year2Amt |
| Year3 | $135,022 | Year3Amt |
| Total | $671,863 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $751,137 | CurrentYearAmt |
| Year1 | $763,459 | Year1Amt |
| Year2 | $697,256 | Year2Amt |
| Year3 | $725,653 | Year3Amt |
| Total | $2,937,505 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $751,137 | CurrentYearAmt |
| Year1 | $763,459 | Year1Amt |
| Year2 | $697,256 | Year2Amt |
| Year3 | $725,653 | Year3Amt |
| Total | $2,937,505 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $20,461,262 | CurrentYearAmt |
| Year1 | $17,069,432 | Year1Amt |
| Year2 | $15,404,331 | Year2Amt |
| Year3 | $14,995,010 | Year3Amt |
| Total | $67,930,035 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE N APPELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AYENEW SAREN | ||||||||||||
| DILLA UNIVERSITY | DILA | ET | NONE | I | ANTHROPOLOGICAL RESEARCH | $8,104 | ||||||
| BORDOLOI MANAS | ||||||||||||
| HOUSE 62 SHANTI PATH | BORKHAT VILLAGE | IN | NONE | I | ANTHROPLOGICAL RESEARCH | $10,000 | ASSAM | 782402 | ||||
| BROWN MASON GORDON | ||||||||||||
| NONE | I | ANTHROPOLOGICAL RESEARCH | $7,260 | 2450 MONTPELIER ROAD | COLUMBIA | KY | 42728 | |||||
| CALLICOT CHRISTINA | ||||||||||||
| NONE | I | ANTHROPOLOGICAL RESEARCH | $9,839 | PO BOX 3670 | TELLURIDE | CO | 81435 | |||||
| CAO XIOLAN | ||||||||||||
| 4 EPSOM STREET | LAVERTON | AS | NONE | I | ANTHROPOLOGIAL RESEARCH | $10,000 | VIC | 3028 | ||||
| SCHAWRZ ANNE | ||||||||||||
| SCHUTZENSTR 18 | BERLIN | GM | NONE | I | ANTHROPOLOGICAL RESEARCH | $450 | 1011 | |||||
| DAS SUMIT | ||||||||||||
| GENERAL DELIVERY | GUWAHATI | IN | NONE | I | ANTHROPOLOGICAL RESEARCH | $6,400 | ASSAM | 781034 | ||||
| CHIMA UTO-EZAJUGH | ||||||||||||
| DEPT OF THEATRE AND FILM STUDIES | AWKA | NI | NONE | I | ANTHROPOLOGICAL RESEARCH | $10,000 | ||||||
| DESHAR SUGAM | ||||||||||||
| DEPT OF MUSIC KATHMANDU UNIV | KATHMANDU | NP | NONE | I | ANTHROPOLOGICAL RESEARCH | $2,550 | ||||||
| FABIANO EMANUELE | ||||||||||||
| AV REPUBLICA DE PANAMA SAN ISIDRO | LIMA | PE | NONE | I | ANTHROPOLOGICAL RESEARCH | $9,929 | 3055 | |||||
| GRISCOM RICHARD | ||||||||||||
| NONE | I | ANTHROPOLOGICAL RESEARCH | $7,074 | 1680 WALNUT STREET | EUGENE | OR | 97403 | |||||
| HENRY ROBERT | ||||||||||||
| 10 SOUTHBOURNE RD | RIDDELLS CREEK | AS | NONE | I | ANTHROPOLOGICAL RESEARCH | $4,395 | VIC | 3431 | ||||
| HERNANDEZ RICARDO | ||||||||||||
| NONE | I | ANTHROPOLOGICAL RESEARCH | $9,348 | 244 GUADALUPE ST | AUSTIN | TX | 78705 | |||||
| HILL MELISSA | ||||||||||||
| NONE | I | ANTHROPOLOGICAL RESEARCH | $5,456 | 19A VIEJAS GRADE RD | ALPINE | CA | 91901 | |||||
| IDRIS MAYAM | ||||||||||||
| 200 KATSINA -ALA RD FED UNIV WUKARI | WUKARI | NI | NONE | I | ANTHROPLOLOGICAL RESEARCH | $5,940 | TARABA | |||||
| JI YUJIE | ||||||||||||
| 5659 STUDENT UNION BLVD | VANCOUVER | CA | NONE | I | ANTHROPOLOGICAL RESEARCH | $9,270 | BC | V6T 1K2 | ||||
| KEHIE MECHUSELIE | ||||||||||||
| H NO 44 | RUZAPHEMA VILLAGE | IN | NONE | I | ANTHROPOLOGICAL RESEARCH | $10,000 | NAGALABD | 797106 | ||||
| KHALING MOYSEL | ||||||||||||
| PO KAKCHING | KHANGSHIM VILLAGE | IN | NONE | I | ANTHROPLOLOGICAL RESEARCH | $9,876 | MANIPUR | 795103 | ||||
| KHAMU SEZOLU | ||||||||||||
| REKO COLONY | PFUTSERO | IN | NONE | I | ANTHROPOLOGICAL RESEARCH | $9,550 | NAGALAND | 797107 | ||||
| KREGIDI OHGENTEGA | ||||||||||||
| NO 12 ONOJADE ST | WARRI | NI | NONE | I | ANTHROPOLOGICAL RESEARCH | $9,985 | DELTA | |||||
| LINDSEY KATE | ||||||||||||
| NONE | I | ANTHROPOLOGICAL RESEARCH | $10,000 | 3040 IDAHO AVE | WASHINGTON | DC | 20016 | |||||
| MABHACHI OSIMAN | ||||||||||||
| UNIT 23 THE BRIDLES | JOHANNESBURG | SF | NONE | I | ANTHROPOLOGICAL RESEARCH | $9,100 | ||||||
| MAGNANI MATTHEW | ||||||||||||
| NONE | I | ANTHROPOLOGICAL RESEARCH | $10,000 | 11 DIVINITY AVENUE | CAMBRIDGE | MA | 02138 | |||||
| MANIMALA ASSEM | ||||||||||||
| W/NO 8 | BISHNUPUR | IN | NONE | I | ANTHROPOLOGICAL RESEARCH | $5,735 | MANIPUR | 795126 | ||||
| MENSAH EYO | ||||||||||||
| UNIVERSITY OF CALABAR | CALABAR | NI | NONE | I | ANTHROPOLOGICAL RESEARCH | $9,841 | 1115 | |||||
| MORGAN STEPHANIE | ||||||||||||
| NONE | I | ANTHROPOLOGICAL RESEARCH | $11,000 | 3001 STEVENS ST | MADISON | WI | 53705 | |||||
| NEGI BALAK RAM | ||||||||||||
| TEMPLE OFFICE | RAMPUR BUSCHAR | IN | NONE | I | ANTHROPOLOGICL RESEARCH | $9,250 | SHIMLA | |||||
| ODIETE ABEL | ||||||||||||
| UDUVWOGBO ST | ORERE | NI | NONE | 1 | CONSERVATION 501(C)(3) | $9,814 | DELTA STATE | |||||
| OGHENESUOWHO E PHILLIP | ||||||||||||
| 14 IKPRUKPRU ST | UGHELLI | NI | NONE | 1 | ANTHROPOLOGICAL RESEARCH | $8,925 | ||||||
| ONORIODE REUBEN | ||||||||||||
| OGBEKPOKPO ST | URHAVWARIEN VILLAGE | NI | NONE | 1 | ANTHROPOLOGICAL RESEARCH | $9,336 | DELTA STATE | |||||
| OMOREGBE ESHOE | ||||||||||||
| 5 OGIE AVENUE | BENIN CITY | NI | NONE | I | ANTHROPLOLOGICAL RESEARCH | $8,276 | ||||||
| PENG RUIJIE | ||||||||||||
| NONE | I | ANTHROPOLGICAL RESEARCH | $10,000 | 3569 LAKE AUSTIN RD APT C | AUSTIN | TX | 78703 | |||||
| RODRIQUEZ IVETH | ||||||||||||
| SECTOR COLINA BLOCO K APTO 206 | RIBEIRO | BR | NONE | 1 | ANTHROPOLOGICAL RESEARCH | $100 | BRASILIA | 70.904-110 | ||||
| SAMUEL ODIETE | ||||||||||||
| 12 OGIANE YARD OTORERE | UGHWERO | NI | NONE | 1 | ANTHROPOLOGICAL RESEARCH | $9,990 | DELTA STATE | |||||
| SCHAEFER KEVIN | ||||||||||||
| NONE | 1 | ANTHROPOLPGICAL RESEARCH | $2,625 | 7056 SCRIPPS CRESCENT ST | GOLETA | CA | 93117 | |||||
| SHAH SHEENA | ||||||||||||
| APARTMENT 31 RENTZELSTRASSE | HAMBURG | GM | NONE | 1 | ANTHROPOLOGICAL RESEARCH | $9,884 | 20146 | |||||
| SIMS NATANIEL | ||||||||||||
| NONE | I | ANTHROPOLOGICAL RESEARCH | $10,000 | 1419 DE LA VINA ST APT G | SANTA BARBARA | CA | 93101 | |||||
| TANDAMAT NELES | ||||||||||||
| SP3TSM | KAMPUNG KARYA KEN | ID | NONE | 1 | ANTHROPOLOGICAL RESEARCH | $9,958 | PAPUA | |||||
| TIRUNEH YELFIGN | ||||||||||||
| HAWASSA UNIV | HAWASSA | ET | NONE | 1 | ANTHROPOLOGICAL RESEARCH | $7,665 | SNNPR | |||||
| WILLIEMSEN JEROME | ||||||||||||
| 8000 AARHUS C | AARHUS | DA | NONE | 1 | ANTHROPOLOGICAL RESEARCH | $5,041 | ||||||
| YADAV TANVI | ||||||||||||
| R NO 123 GIRLS HOSTEL | RAJASTHAN | IN | NONE | NC | ANTHROPOLOGICAL RESEARCH | $9,550 | 305817 | |||||
| MAINE MOUNTAIN COLLABORATIVE | ||||||||||||
| RELATED PARTY | PC | CONSERVATION | $151,249 | PO BOX A | PHILLIPS | ME | 04966 | |||||
| FOREST SOCIETY OF MAINE | ||||||||||||
| NONE | PC | CONSERVATION | $30,000 | 115 FRANKLIN STREET | BANGOR | ME | 04401 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $512,765 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $366 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $322,940 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,139,908 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| ACCRETION | |
| MISCL | |
| PARTNERSHIP INCOME | -$756 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,462,458 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,462,458 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | INVESTMENT INCOME ONLY FOR THE YEAR;NO RELATED OR EXEMPT FUNCTION INCOME EXISTS DURING THE CURRENT YEAR. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| GEORGE N APPELL | |||||||
| 1 | PO BOX A | PHILLIPS | ME | 04966 | $542,610 | Yes (X) | |
| GEORGE N APPELL | |||||||
| 2 | PO BOX A | PHILLIPS | ME | 04966 | $791,608 | Yes (X) | |
| GEORGE N APPELL | |||||||
| 3 | PO BOX A | PHILLIPS | ME | 04966 | $458,513 | Yes (X) | |
| GEORGE N APPELL | |||||||
| 4 | PO BOX A | PHILLIPS | ME | 04966 | $2,048,230 | Yes (X) | |
| AMER FRNDS OF THE RAI | |||||||
| 5 | PO BOX A | PHILLIPS | ME | 04966 | $10,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 29,474 SHARES CHAMPLAIN MID CAP FD | $542,610 | 2018-03-05 |
| 2 | 10,250 ISHARES S&P SMALL CAP | $791,608 | 2018-03-05 |
| 3 | 2889 SHARES PNC FINANCIAL SERVICES | $458,513 | 2018-03-05 |
| 4 | 7,525 SHARES SPDR S&P 500 ETF TRUST | $2,048,230 | 2018-03-05 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,550 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,550 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| BUILDING | 2010-10-01 | $283,986 | $51,475 | SL | 40.0000 | $7,100 |
| FURNITURE AND FIXTURES | 2010-10-01 | $20,228 | $14,666 | SL | 10.0000 | $2,023 |
| BUILDING IMPROVEMENTS | 2011-10-01 | $4,045 | $631 | SL | 40.0000 | $101 |
| BUILDING IMPROVEMETS | 2011-07-13 | $7,827 | $1,250 | SL | 40.0000 | $196 |
| FURNISHINGS | 2011-10-01 | $4,803 | $3,001 | SL | 10.0000 | $480 |
| GENERATOR | 2015-08-17 | $7,651 | $3,825 | SL | 5.0000 | $1,530 |
| WELL | 2017-09-30 | $16,484 | $165 | SL | 25.0000 | $659 |
| FURNITURE AND FIXTURES | 2018-08-09 | $5,554 | SL | 10.0000 | $231 | |
| MAC COMPUTERS | 2018-02-01 | $10,436 | SL | 3.0000 | $3,189 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | IT IS NOT A LEGAL REQUIREMENT. | ExplanationTxt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $45,818 | $33,340 | $12,478 | $7,247 |
| Machinery and Equipment | $34,185 | $26,938 | $7,247 | |
| Buildings | $295,858 | $60,753 | $235,105 | $307,710 |
| Improvements | $18,067 | $2,403 | $15,664 | |
| Land | $32,290 | $32,290 | $32,290 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $563 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $563 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CASH SURRENDER VALUE LIFE INS. | $571,664 | $588,123 | $651,943 |
| OTHER ASSETS | $95 | $68,420 | $68,420 |
| PREPAID TAXES | $11,655 | $9,313 | $9,313 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| AMORTIZATION | $4,256 |
| FEDERAL INCOME TAX ACCRUAL | $28,690 |
| NON-DEDUCTIBLE EXPENSES | $2,235 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ARCHIVES | $1,971 | $1,971 |
| COMPUTER REPAIRS | $5,625 | $5,625 |
| DUES AND SUBSCRIPTIONS | $2,614 | $2,614 |
| EMPLOYEE BENEFITS-INSURANCE | $3,144 | $3,144 |
| INSURANCE-W/COMP | $2,244 | $2,244 |
| MEALS | $363 | $363 |
| MISCL | $60 | $60 |
| OFFICE SUPPLIES | $9,337 | $9,337 |
| OTHER TAXES | $75 | $75 |
| REFERENCE MATERIALS | $834 | $834 |
| Rental Expenses | $16,371 | $16,371 |
| SERVICE FEES | $2,259 | $2,259 |
| TELEPHONE/INTERNET | $2,230 | $2,230 |
| TRAINING | $924 | $924 |
| WEBSITE | $4,958 | $4,958 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | -$756 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | -$756 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$756 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| INCREASE IN CASH SURRENDER VALUE | $16,460 |
| MISCL. | $659 |
| MUNICIPAL INTEREST | $46,787 |
| NON DIVIDEND DISTRIBUTIONS | $4,051 |
| WASH SALE | $248 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SIMPLE MATCH | Desc |
| BOY Book Value | $2,331 | BOYBookValueAmt |
| EOY Book Value | $3,617 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK FEES | $1,382 | $0 | $0 | $1,382 |
| CONSULTING FEES | $44,529 | $0 | $0 | $44,529 |
| INVESTMENT FEES | $65,079 | $65,079 | $65,079 | $65,079 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $7,498 | $7,498 | $7,498 | $7,498 |
| PAYROLL TAXES | $11,256 | $11,256 |
Comments