Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Firebird Foundation for
Anthropological Research
Number and street (or P.O. box number if mail is not delivered to street address)PO Box A
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Phillips, ME049661501
A Employer identification number

01-0524375
B Telephone number (see instructions)

(207) 639-3939
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$26,599,892J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 104,940
2 Check bullet.............
3 Interest on savings and temporary cash investments 360,761 93,658  
4 Dividends and interest from securities... 322,187 322,187  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,312,770
b Gross sales price for all assets on line 6a 20,653,509
7 Capital gain net income (from Part IV, line 2)... 4,312,770
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -723 -472  
12 Total. Add lines 1 through 11........ 5,099,935 4,728,143  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 66,418 0   66,418
14 Other employee salaries and wages...... 339,255 0   339,255
15 Pension plans, employee benefits....... 42,812 0   42,812
16a Legal fees (attach schedule)......... Click to see attachment 19,110 0   19,110
b Accounting fees (attach schedule)....... Click to see attachment 7,300 3,650   3,650
c Other professional fees (attach schedule).... Click to see attachment 77,236 45,156   32,080
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 61,390 10,374   16
19 Depreciation (attach schedule) and depletion... 14,852 0  
20 Occupancy.............. 38,383 0   38,383
21 Travel, conferences, and meetings....... 2,018 0   2,018
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 17,518 0   17,518
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 686,292 59,180   561,260
25 Contributions, gifts, grants paid....... 147,150 147,150
26 Total expenses and disbursements. Add lines 24 and 25 833,442 59,180   708,410
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,266,493
b Net investment income (if negative, enter -0-) 4,668,963
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 9,464 8,929 8,929
2 Savings and temporary cash investments......... 80,888 976,707 976,707
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment1,075,497 1,120,461
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment9,589,351 14,219,116
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment3,159,700 3,182,609
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans............. 0 1,132,902 1,144,334
13 Investments—other (attach schedule).......... 17,072,434 Click to see attachment5,024,871 5,021,491
14 Land, buildings, and equipment: basis bullet900,753
Less: accumulated depreciation (attach schedule) bullet137,479 467,669 Click to see attachment763,274 837,754
15 Other assets (describe bullet) Click to see attachment650,507 Click to see attachment88,491 Click to see attachment88,491
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,280,962 21,819,722 26,599,892
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment62,839 Click to see attachment103,316
23 Total liabilities (add lines 17 through 22)......... 62,839 103,316
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 18,218,123 21,716,406
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 18,218,123 21,716,406
30 Total liabilities and net assets/fund balances (see instructions). 18,280,962 21,819,722
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
18,218,123
2
Enter amount from Part I, line 27a .....................
2
4,266,493
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
22,484,616
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
768,210
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
21,716,406
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly Traded Securities - Long-Term P    
b Publicly Traded Securities - Short-Term P    
c Grantor and Estate Gains - Long-Term P    
d Grantor and Estate Gains - Short-Term P    
e Capital Gains Dividends P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 12,910,957   9,338,040 3,572,917
b 7,372,760   7,002,699 370,061
c 351,393     351,393
d 9     9
e 18,390     18,390
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       3,572,917
b       370,061
c       351,393
d       9
e       18,390
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 4,312,770
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 64,899
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 64,899
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 64,899
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 43,593
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 120,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 163,593
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 189
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 98,505
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet98,505 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changesClick to see attachment....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletME
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullethttps://www.firebirdfellowships.org/
    14
    The books are in care ofbulletElizabeth Choate Telephone no.bullet (207) 639-3939

    Located atbulletPO Box APhillipsME ZIP+4bullet049661501
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16Yes  
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bulletBT
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Laura P Appell-Warren President
    10.00     		54,000 12,418 0
    PO Box A
    Phillips,ME049661501
    Amity A Doolittle Secretary
    10.00     		0 0 0
    PO Box A
    Phillips,ME049661501
    Charity Appell McNabb Treasurer
    1.00     		0 0 0
    PO Box A
    Phillips,ME049661501
    Steven G Hoch Director
    10.00     		0 0 0
    PO Box A
    Phillips,ME049661501
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    Cheryl Keith Administrative
    30.00     		122,651 7,538 0
    PO Box A
    Phillips,ME049661501
    Patricia Gordon Administrative
    30.00     		98,757 8,763 0
    PO Box A
    Phillips,ME049661501
    Alan Morse Coordinator
    30.00     		81,100 4,830 0
    PO Box A
    Phillips,ME049661501
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 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. 871,717
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    21,437,965
    b
    Average of monthly cash balances.......................
    1b
    818,289
    c
    Fair market value of all other assets (see instructions)................
    1c
    325,270
    d
    Total (add lines 1a, b, and c).........................
    1d
    22,581,524
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    22,581,524
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    338,723
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    22,242,801
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,112,140
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,112,140
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    64,899
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    64,899
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,047,241
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,047,241
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,047,241
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    708,410
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    310,457
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,018,867
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,018,867
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,047,241
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 286,757
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,018,867
    a Applied to 2019, but not more than line 2a 286,757
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 732,110
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		315,131
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Firebird Foundation for Anthropolog
    PO Box A
    Phillips,ME04966
    (207) 639-3939
    firebird@firebirdfoundation.org
    bThe form in which applications should be submitted and information and materials they should include:
    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.
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    American Friends of the Royal Anthropological Institute
    PO Box A
    Phillips,ME04966     		Brother-sister common-control relationship PC General operating support expended during tax year. 250
    Beishamayum Singh
    H - 61/A 3rd Floor
    New Delhi,Delhi110092
    IN     		N/A I Fellowships in the Collection of Oral Literature & Traditional Knowledge 9,000
    Catherine Scanlon
    c/o UCA Santa Barbara 3432 South
    Hall
    Santa Barbara,CA931063100     		N/A I Fellowships in the Collection of Oral Literature & Traditional Knowledge 7,531
    Dario Novellino
    c/o University of Kent at Canterbur
    Canterbury,KentCT2 7NR
    UK     		N/A I Fellowships in the Collection of Oral Literature & Traditional Knowledge 2,835
    David Hecht
    c/o Royal Society for Protection of
    Nature
    Thimpu,Lhado Lam  
    BT     		N/A I Fellowships in the Collection of Oral Literature & Traditional Knowledge 9,950
    Edna Kilusu
    c/o Gettysburg College 300 N
    Washington Street Box 426
    Gettysburg,PA17325     		N/A I Fellowship for Tuition and Anthropological Research 6,235
    Forest Society of Maine
    115 Franklin Street
    Bangor,ME04401     		N/A PC Capacity Building 40,000
    Jesse Gates
    2103 Willow Street
    Lynden,WA98264     		N/A I Fellowships in the Collection of Oral Literature & Traditional Knowledge 10,000
    Kalahari Peoples Fund
    3107 Greenlawn Parkway
    Austin,TX78757     		N/A PC Fellowships in the Collection of Oral Literature & Traditional Knowledge 9,918
    Laura Monti
    15 Emily Lane
    Patagonia,AZ85624     		N/A I Fellowships in the Collection of Oral Literature & Traditional Knowledge 10,000
    Maine Mountain Collaborative
    45 Exchange Street
    Portland,ME04101     		N/A PC General operating support 10,186
    Margot Rice
    3450 S Highland Drive
    Salt Lake City,UT84158     		N/A I Fellowships in the Collection of Oral Literature & Traditional Knowledge 10,000
    Marshall M Kramer
    916 3rd Street
    Mukilteo,WA98275     		N/A I Fellowships in the Collection of Oral Literature & Traditional Knowledge 9,960
    Michael Obiri-Yeboah
    1250 Garden City Road 1809
    East Lansing,MI48825     		N/A I Fellowships in the Collection of Oral Literature & Traditional Knowledge 2,285
    Neil Walker
    6 Monterey Street
    Kewarra Beach   4879 QLD
    AS     		N/A I Fellowships in the Collection of Oral Literature & Traditional Knowledge 9,000
    Total .................................bullet 3a 147,150
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 360,761  
    4 Dividends and interest from securities....     14 322,187  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 4,312,770  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPass-through Ordinary Income/(Loss)     		    14 -472  
    bInvestment Income Recorded Per Books     14 -251  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 4,994,995 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,994,995
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    Firebird Foundation for
    Anthropological Research
    Employer identification number

    01-0524375
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    Firebird Foundation for
    Anthropological Research         		Employer identification number
    01-0524375
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Estate of George N Appell
     
    c/o Laura P Appell Warren PO Box A
     
    Phillips, ME04966

    		$ 94,740


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    American Friends of the Royal Anthropological Institute
     
    PO Box A
     
    Phillips, ME04966

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    Firebird Foundation for
    Anthropological Research         		Employer identification number

    01-0524375
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    Firebird Foundation for
    Anthropological Research         		Employer identification number

    01-0524375
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    Firebird Foundation for
     
    Anthropological Research
    EIN:
    01-0524375
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 7,300 3,650   3,650

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    Firebird Foundation for
     
    Anthropological Research
    EIN:
    01-0524375
    Name of Bond End of Year Book Value End of Year Fair Market Value
    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

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Firebird Foundation for
     
    Anthropological Research
    EIN:
    01-0524375
    Name of Stock End of Year Book Value End of Year Fair Market Value
    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

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    Firebird Foundation for
     
    Anthropological Research
    EIN:
    01-0524375
    US Government Securities - End of Year Book Value:

    848,368
    US Government Securities - End of Year Fair Market Value:

    892,674
    State & Local Government Securities - End of Year Book Value:


    227,129
    State & Local Government Securities - End of Year Fair Market Value:


    227,787


    TY 2020 InvestmentsOtherSchedule2
    Name:
    Firebird Foundation for
     
    Anthropological Research
    EIN:
    01-0524375
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Generation Global AT COST 5,000,000 5,000,000
    Susquehanna Pfaltzgraff Co. AT COST 24,871 21,491

    TY 2020 LandEtcSchedule2
    Name:
    Firebird Foundation for
     
    Anthropological Research
    EIN:
    01-0524375
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    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


    TY 2020 LegalFeesSchedule
    Name:
    Firebird Foundation for
     
    Anthropological Research
    EIN:
    01-0524375
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal Fees 19,110 0   19,110


    TY 2020 OtherAssetsSchedule
    Name:
    Firebird Foundation for
     
    Anthropological Research
    EIN:
    01-0524375
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    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


    TY 2020 OtherDecreasesSchedule
    Name:
    Firebird Foundation for
     
    Anthropological Research
    EIN:
    01-0524375
    Description Amount
    Accrual-to-Cash Adjustment 52,316
    Net Change in CSV of Life Insurance Policies 715,894


    TY 2020 OtherExpensesSchedule
    Name:
    Firebird Foundation for
     
    Anthropological Research
    EIN:
    01-0524375
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    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


    TY 2020 OtherIncomeSchedule2
    Name:
    Firebird Foundation for
     
    Anthropological Research
    EIN:
    01-0524375
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Pass-through Ordinary Income/(Loss) -472 -472 -472
    Investment Income Recorded Per Books -251   -251


    TY 2020 OtherLiabilitiesSchedule
    Name:
    Firebird Foundation for
     
    Anthropological Research
    EIN:
    01-0524375
    Description Beginning of Year - Book Value End of Year - Book Value
    Accrued Excise Taxes 51,100 98,800
    SIMPLE Match Obligations 4,738 4,516
    Due to Affiliated Organizations 7,001 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Firebird Foundation for
     
    Anthropological Research
    EIN:
    01-0524375
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Payroll Service Providers 2,359 0   2,359
    Investment Advisory Services 45,156 45,156   0
    Consulting and Management 29,721 0   29,721


    TY 2020 TaxesSchedule
    Name:
    Firebird Foundation for
     
    Anthropological Research
    EIN:
    01-0524375
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Taxes 51,000 0   0
    Foreign Taxes 10,374 10,374   0
    Sales and Use Taxes 16 0   16