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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$51,239,370J 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) 20,012,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 586,439 90,249  
4 Dividends and interest from securities... 630,187 630,187  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,794,321
b Gross sales price for all assets on line 6a 18,741,969
7 Capital gain net income (from Part IV, line 2)... 5,794,321
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 -1,440 -957  
12 Total. Add lines 1 through 11........ 27,021,507 6,513,800  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 70,313 0   70,313
14 Other employee salaries and wages...... 248,773 0   248,773
15 Pension plans, employee benefits....... 64,889 0   64,889
16a Legal fees (attach schedule)......... Click to see attachment 10,076 0   10,076
b Accounting fees (attach schedule)....... Click to see attachment 32,495 16,248   16,247
c Other professional fees (attach schedule).... Click to see attachment 216,793 161,665   55,128
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 205,323 10,014   109
19 Depreciation (attach schedule) and depletion... 12,778 0  
20 Occupancy.............. 58,722 0   58,722
21 Travel, conferences, and meetings....... 11,389 0   11,389
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 29,745 0   29,745
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 961,296 187,927   565,391
25 Contributions, gifts, grants paid....... 1,800,902 1,795,725
26 Total expenses and disbursements. Add lines 24 and 25 2,762,198 187,927   2,361,116
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 24,259,309
b Net investment income (if negative, enter -0-) 6,325,873
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 8,929 29,914 29,914
2 Savings and temporary cash investments......... 976,707 1,950,315 1,950,315
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) 1,075,497 Click to see attachment1,001,645 1,012,497
b Investments—corporate stock (attach schedule)....... 9,589,351 Click to see attachment20,520,076 32,064,641
c Investments—corporate bonds (attach schedule)....... 3,159,700 Click to see attachment1,964,526 1,931,703
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans............. 1,132,902 1,738,718 1,696,628
13 Investments—other (attach schedule).......... 5,024,871 Click to see attachment10,082,551 11,577,090
14 Land, buildings, and equipment: basis bullet910,780
Less: accumulated depreciation (attach schedule) bullet150,257 763,274 Click to see attachment760,523 843,976
15 Other assets (describe bullet) Click to see attachment88,491 Click to see attachment132,606 Click to see attachment132,606
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 21,819,722 38,180,874 51,239,370
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 attachment103,316 Click to see attachment95,452
23 Total liabilities (add lines 17 through 22)......... 103,316 95,452
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........... 21,716,406 38,085,422
25 Net assets with donor restrictions............ 0 0
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)..... 21,716,406 38,085,422
30 Total liabilities and net assets/fund balances (see instructions). 21,819,722 38,180,874
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
21,716,406
2
Enter amount from Part I, line 27a .....................
2
24,259,309
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
120,000
4
Add lines 1, 2, and 3 ..........................
4
46,095,715
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
8,010,293
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
38,085,422
Form 990-PF (2021)
Form 990-PF (2021)
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 P    
b Gains from Interests in Trusts/Partnerships P    
c Capital Gains Dividends P    
d
e
(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 17,936,534   12,947,648 4,988,886
b 483,416     483,416
c 322,019     322,019
d
e
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       4,988,886
b       483,416
c       322,019
d
e
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 5,794,321
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 87,930
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 87,930
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 98,505
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 75,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 173,505
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 85,575
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet85,575 RefundedBullet 11 0
Part VI-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 changes....
3
 
No
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
    Yes
     
    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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 instructionsClick to see attachment.................
    12
    Yes
     
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
    Yes
     
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    Charity R Appell Exec. Director/Vice President
    20.00     		56,867 13,446 0
    PO Box A
    Phillips,ME049661501
    Steven G Hoch Director
    10.00     		0 0 0
    PO Box A
    Phillips,ME049661501
    Laura P Appell-Warren Pres./Sec./Treas./Director
    10.00     		0 0 0
    PO Box A
    Phillips,ME049661501
    Amity A Doolittle Director/Vice President
    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
    Patricia Gordon Administrative
    36.00     		100,069 22,116 0
    PO Box A
    Phillips,ME049661501
    Cheryl Keith Administrative
    36.00     		83,909 19,506 0
    PO Box A
    Phillips,ME049661501
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    Fidelity Brokerage Services LLC Investment Advisory 161,665
    PO Box 28019
    Albuquerque,NM87125
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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. The Foundation publishes and disseminates the results of its research, and circulates educational material online through its own and affiliate websites, which is generally free of charge and available to the general public. The Foundation also engages in direct research and expeditions to broaden our understanding of indigenous cultures, communities, and traditions. 575,419
    2  
    3  
    4  
    Part VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    42,262,008
    b
    Average of monthly cash balances.......................
    1b
    1,256,102
    c
    Fair market value of all other assets (see instructions)................
    1c
    37,762
    d
    Total (add lines 1a, b, and c).........................
    1d
    43,555,872
    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
    43,555,872
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    653,338
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    42,902,534
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,145,127
    Part X
    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 IX, line 6..................
    1
    2,145,127
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    87,930
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    87,930
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,057,197
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,057,197
    6
    Deduction from distributable amount (see instructions).................
    6
    5,177
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    2,052,020
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 2,052,020
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 315,131
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,371,143
    a Applied to 2020, but not more than line 2a 315,131
    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 2021 distributable amount..... 2,052,020
    e Remaining amount distributed out of corpus 3,992
    5 Excess distributions carryover applied to 2021. 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 3,992
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		3,992
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 3,992
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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. There is no application form. Applicants are asked to submit a proposal with a budget by email to address noted above. Applications are accepted on a continuous basis and grants are awarded quarterly. The primary selection criteria are the importance of collecting oral literature among the society in which the applicant will be working, the methods to be used, the goals to be achieved, and the urgency of the project.
    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 descendants and family members of George N. Appell and Laura W.R. Appell are also ineligible. The terms and conditions of each fellowship are set forth in a letter sent to the grant recipient. The Foundation must receive a current report for each fellowship of the progress made and use of grant funds at least annually, and a final report on the results of the grantees research with an accounting for the funds expended.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    Borneo Research Council
    PO Box A
    Phillips,ME04966     		Brother-sister common-control relationship PC General operating support 5,177
    Earth Island Institute
    2150 Allston Way Suite 460
    Berkeley,CA94704     		N/A PC General operating support 10,000
    Fidelity Charitable
    200 Seaport Boulevard
    Boston,MA02210     		N/A PC Contribution to donor-advised fund of disqualified person 300,000
    Forest Society of Maine
    115 Franklin Street
    Bangor,ME04401     		N/A PC General operating support 40,000
    Global Education Benchmark Group
    5900 Detroit Avenue
    Cleveland,OH44102     		N/A PC General operating support 10,000
    Integrated Refugee & Immigrant Services
    235 Nicoll Street 2nd Floor
    New Haven,CT06511     		N/A PC General operating support 50,000
    Keres Children's Learning Center
    PO Box 113
    Cochiti Pueblo,NM87072     		N/A PC General operating support 50,000
    Maine Coast Heritage Trust
    1 Bowdoin Mill Island Suite 201
    Topsham,ME04086     		N/A PC General operating support 250,000
    Maine Mountain Collaborative
    45 Exchange Street
    Portland,ME04101     		N/A PC General operating support 50,000
    Native Conservancy
    PO Box 456
    Cordova,AK99574     		N/A PC General operating support 5,000
    Native Land Conservancy Inc
    PO Box 974
    Mashpee,MA02649     		N/A PC General operating support 5,000
    Neighborhood Music School
    100 Audubon Street
    New Haven,CT06510     		N/A PC General operating support 392,000
    New Haven Urban Resources
    301 Prospect Street
    New Haven,CT06511     		N/A PC General operating support 50,000
    Nimasha Samadhee Malalasekera
    2860 Avenue Ekers Apartment 302
    Montreal,QuebecH3S 1E3
    CA     		N/A I Fellowships in the Collection of Oral Literature & Traditional Knowledge 8,725
    Northeast Wilderness Trust
    17 State Street Suite 302
    Montpelier,VT05602     		N/A PC General operating support 250,000
    Rangeley Lakes Heritage Trust
    2424 Main Street
    Rangeley,ME04970     		N/A PC General operating support 250,000
    Treasure Caretaker Training
    1345 Spruce Street
    Boulder,CO80302     		N/A PC General operating support 60,000
    University of Sydney
    City Road
    Sydney,CamperdownNSW 2006
    AS     		N/A GOV f/b/o Center for Cultural Linguistic Diversity & TRICL 15,000
    Total .................................bullet 3a 1,800,902
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		    14 586,439  
    4 Dividends and interest from securities ....          
    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 5,794,321  
    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 -957  
    bInvestment Income Recorded Per Books     14 -483  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 7,009,507 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    7,009,507
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    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) (2021)
    Schedule B (Form 990) (2021) 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

    		$ 20,000,000


    (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) (2021)
    Schedule B (Form 990) (2021)
    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
    1
    		 Publicly traded securities $ 19,563,132 2021-03-29
    (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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    Firebird Foundation for
     
    Anthropological Research
    EIN:
    01-0524375
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 32,495 16,248   16,247

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    Firebird Foundation for
     
    Anthropological Research
    EIN:
    01-0524375
    Name of Bond End of Year Book Value End of Year Fair Market Value
    52000 shs Kreditanstalt Fur Wiederaufbau Note (CUSIP: 500769HP2) 52,722 52,600
    50000 shs CitiGroup Note (CUSIP: 172967MR9) 51,000 50,559
    50000 shs Bank Nova Scotia Note (CUSIP: 0641596E1) 49,956 49,383
    50000 shs JPMorgan Chase Note (CUSIP: 46647PBS4) 50,170 49,771
    320000 shs International Bank Note (CUSIP: 459058JB0) 322,909 314,787
    65000 shs Verisk Analytics Inc. Note (CUSIP: 92345YAD8) 71,647 69,865
    45000 shs PVH Corporation Note (CUSIP: 693656AC4) 48,989 49,028
    75000 shs Bank of America SER N MTN (CUSIP: 06051GJG5) 75,391 74,105
    50000 shs Morgan Stanley SER I MTN (CUSIP: 6174468R3) 50,100 49,300
    50000 shs Goldman Sachs Group Note (CUSIP: 38141GXS8) 50,027 49,040
    45000 shs Hunt JB Trans Services Note (CUSIP: 445658CF2) 47,616 48,941
    48000 shs Fortis Note (CUSIP: 349553AM9) 51,791 49,993
    45000 shs American Tower Corp Note (CUSIP: 03027XAM2) 48,775 47,138
    65000 shs CVS Health Corp Note (CUSIP: 126650CX6) 75,007 72,996
    50000 shs VMWare Note (CUSIP: 928563AK1) 49,879 48,701
    45000 shs Marriott International New SER AA Note (CUSIP: 571903BB8) 50,442 50,504
    65000 shs Verizon Communications (CUSIP: 92343VES9) 74,985 72,092
    25000 shs Crowdstrike Holdings Note (CUSIP: 22788CAA3) 25,232 24,688
    45000 shs Hasbro Note (CUSIP: 418056AZ0) 49,076 49,660
    45000 shs Amphenol Corp Note (CUSIP: 032095AJ0) 48,809 46,414
    25000 shs Consolidated Edison CO NY SER 2020A (CUSIP: 209111FX6) 25,270 26,911
    45000 shs VF Corp Note (CUSIP: 918204BC1) 49,026 46,722
    50000 shs Clorox Note (CUSIP: 189054AX7) 49,620 48,508
    50000 shs Agilent Technologies Note (CUSIP: 00846UAM3) 52,096 49,000
    45000 shs Crown Castle Note (CUSIP: 22822VAR2) 44,781 47,516
    40000 shs Alexandria Real Estate Note (CUSIP: 015271AU3) 48,073 48,095
    47000 shs Xylem Note (CUSIP: 98419MAL4) 49,189 46,631
    50000 shs Equinix Note (CUSIP: 29444UBS4) 49,759 50,023
    50000 shs Brunswick Corp Note (CUSIP: 117043AT6) 49,906 47,999
    50000 shs Perkinelmer Note (CUSIP: 714046AN9) 49,940 48,676
    50000 shs Physicians Realty Note (CUSIP: 71951QAC6) 49,970 49,754
    25000 shs Ford Motor Note (CUSIP: 345370DA5) 25,017 25,600
    50000 shs Micron Note (CUSIP: 595112BS1) 49,999 50,057
    25000 shs Nextera Energy Holdings Bond (CUSIP: 65339KAV2) 27,357 26,646

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Firebird Foundation for
     
    Anthropological Research
    EIN:
    01-0524375
    Name of Stock End of Year Book Value End of Year Fair Market Value
    304 shs ACN 28,904 126,023
    4549 shs NOMD 75,863 115,499
    477 shs A 36,891 76,153
    585 shs BABA 89,106 69,492
    95 shs GOOG 71,548 274,891
    71 shs GOOGL 54,212 205,690
    56 shs AMZN 126,473 186,723
    694 shs AMP 59,601 209,352
    589 shs ADI 58,497 103,529
    346 shs ANTM 54,597 160,385
    1747 shs AAPL 52,434 310,215
    4603 shs BAC 80,955 204,787
    3257 shs BBBY 78,728 47,487
    823 shs BX 36,056 106,488
    76 shs BKNG 85,362 182,341
    616 shs BFAM 75,492 77,542
    1112 shs CIT 46,636 57,090
    585 shs CNI 33,863 71,873
    1405 shs KMX 61,135 182,973
    2553 shs CARR 55,081 138,475
    570 shs DIS 22,196 88,287
    1956 shs EW 58,208 253,400
    645 shs FB 80,110 216,946
    70 shs FCNCA 57,203 58,089
    212 shs INTU 51,322 136,363
    1187 shs JPM 75,463 187,961
    837 shs LOW 54,222 216,348
    852 shs MA 83,703 306,141
    863 shs MRK 53,439 66,140
    1495 shs MSFT 110,087 502,798
    898 shs OTIS 51,361 78,189
    652 shs PYPL 29,545 122,954
    1824 shs PINS 103,736 66,302
    1248 shs SRCL 64,789 74,431
    1216 shs TJX 59,587 92,319
    582 shs TMUS 73,242 67,500
    1297 shs TSM 73,896 156,042
    338 shs URI 17,131 112,314
    513 shs UNH 114,082 257,598
    1438 shs V 112,658 311,629
    341 shs CCI 28,143 71,180
    293 shs SBAC 50,187 113,983
    112933.650 shs BAFWX 2,923,711 5,653,459
    70548.937 shs BAFLX 1,125,000 1,660,016
    122506.732 shs BAFQX 977,604 1,449,255
    42008.784 shs PRILX 2,200,000 2,669,658
    945 shs BABA 183,039 112,257
    250 shs GOOGL 330,098 724,260
    53 shs AMZN 121,953 176,720
    1237 shs AMP 136,815 373,153
    458 shs ANTM 123,684 212,301
    3044 shs AAPL 221,614 540,523
    6923 shs BAC 158,697 308,004
    1249 shs BRKB 226,141 373,451
    115 shs BKNG 164,146 275,911
    2885 shs KMX 204,318 375,714
    2916 shs EW 203,332 377,768
    1394 shs FB 282,632 468,872
    750 shs HD 163,751 311,258
    1678 shs JPM 154,814 265,711
    1492 shs LOW 155,619 385,652
    1277 shs MA 342,965 458,852
    1980 shs MSFT 349,198 665,914
    1157 shs PYPL 140,755 218,187
    1489 shs TSM 77,095 179,142
    1202 shs UNH 342,164 603,572
    2158 shs V 379,037 467,660
    383 shs BHVN 28,705 52,781
    448 shs MIME 19,224 35,647
    769 shs ESTA 56,845 51,977
    2471 shs G 111,386 131,161
    1438 shs MMYT 37,962 39,847
    1145 shs ABCM 24,289 26,965
    4384 shs ANGI 66,840 40,377
    896 shs ACCD 35,960 23,619
    1682 shs AGL 52,484 45,414
    1153 shs ALHC 24,644 16,211
    202 shs ASND 27,784 27,175
    1459 shs AZEK 66,731 67,464
    423 shs BL 50,071 43,797
    401 shs BPMC 39,341 42,951
    596 shs BFAM 93,263 75,024
    554 shs BRKR 38,511 46,486
    332 shs CCMP 62,127 63,641
    602 shs CTLT 69,278 77,074
    294 shs CRL 98,521 110,773
    294 shs CHH 33,081 45,861
    738 shs CCOI 50,643 54,007
    784 shs BASE 23,235 19,567
    786 shs DT 41,556 47,435
    2952 shs EVOP 81,668 75,571
    570 shs EHC 49,039 37,198
    494 shs ENTG 55,824 68,459
    462 shs ENV 33,723 36,655
    387 shs FCN 55,799 59,374
    134 shs FATE 8,277 7,840
    528 shs FWRG 10,548 8,849
    768 shs FUL 51,015 62,208
    779 shs HQY 55,492 34,463
    1699 shs IAA 103,320 86,003
    82 shs IEX 18,494 19,378
    244 shs NARI 23,975 22,270
    4275 shs INFN 40,163 40,997
    215 shs JBT 29,866 33,015
    501 shs KNX 23,399 30,531
    418 shs LSCC 22,919 32,211
    2526 shs LESL 62,578 59,765
    157 shs LFUS 43,361 49,405
    228 shs MSA 36,875 34,419
    103 shs NTRA 9,347 9,619
    780 shs EYE 39,322 37,432
    1725 shs NEO 84,977 58,857
    453 shs NBIX 42,822 38,582
    255 shs NVRO 35,396 20,673
    456 shs OSH 27,734 15,112
    494 shs KIDS 27,271 29,571
    629 shs PHR 33,271 26,204
    252 shs PGNY 13,448 12,688
    951 shs PRO 41,255 32,800
    1195 shs PB 90,768 86,399
    245 shs KWR 58,904 56,541
    1505 shs SIBN 40,050 33,426
    999 shs SMPL 33,745 41,528
    218 shs SITE 39,678 52,817
    1294 shs SUMO 22,095 17,547
    1202 shs TMX 58,086 54,366
    199 shs BLD 44,842 54,906
    108 shs VMI 26,169 27,054
    793 shs WCN 93,507 108,062
    194 shs WEX 43,093 27,236
    256 shs WWD 31,350 28,022
    771 shs WK 74,164 100,608
    1018 shs ZWS 36,260 37,055
    2470 shs ZUO 41,214 46,140
    12198 shs ZNGA 124,468 78,067
    3287 shs DBRG 22,309 27,381
    370 shs EGP 57,446 84,305
    174 shs HELE 39,847 42,538
    298 shs AIZ 45,858 46,446
    1114 shs TBBK 23,694 28,195
    512 shs CCMP 91,005 98,145
    594 shs CRAI 45,305 55,456
    1681 shs CTS 54,641 61,726
    493 shs CVEO 10,186 9,451
    892 shs FIX 71,253 88,254
    914 shs CULP 12,476 8,692
    3376 shs DENN 55,099 54,016
    821 shs EXP 114,474 136,664
    4553 shs EBC 92,562 91,834
    2371 shs SATS 57,046 62,476
    2673 shs EPRT 70,728 77,063
    1482 shs FSS 60,170 64,230
    772 shs FBNC 38,886 35,296
    466 shs THG 62,267 61,074
    1100 shs NGVT 91,462 78,870
    674 shs JOAN 9,773 6,996
    333 shs KAI 59,999 76,750
    2445 shs LZB 98,800 88,778
    854 shs LYLT 29,197 25,680
    5135 shs MTG 74,534 74,047
    774 shs MGRC 62,488 62,121
    3890 shs MWA 55,937 56,016
    1005 shs NGS 9,487 10,522
    896 shs NXST 137,169 135,278
    917 shs ONTO 62,594 92,828
    2112 shs OMI 87,828 91,872
    267 shs CNXN 11,772 11,516
    2156 shs PPBI 90,563 86,305
    959 shs PGC 29,974 33,949
    1990 shs PFC 61,866 61,511
    407 shs PRI 64,120 62,381
    973 shs SPXC 59,106 58,069
    550 shs SSD 58,500 76,489
    2762 shs SFM 72,740 81,976
    2976 shs SGU 32,660 32,052
    1368 shs THS 69,151 55,445
    309 shs TSC 6,908 9,350
    621 shs UMBF 56,715 65,894
    555 shs VEC 28,859 25,402
    2513 shs VBTX 83,426 99,967
    259 shs VRTS 65,368 76,949
    1401 shs WSFS 75,543 70,218
    3379 shs WOW 72,862 72,716
    207 shs CTO 10,925 12,714
    367 shs EGP 56,947 83,621
    1515 shs GTY 46,789 48,616
    1791 shs GMRE 29,459 31,790
    7368 shs LADR 85,325 88,342

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    Firebird Foundation for
     
    Anthropological Research
    EIN:
    01-0524375
    US Government Securities - End of Year Book Value:

    775,549
    US Government Securities - End of Year Fair Market Value:

    792,911
    State & Local Government Securities - End of Year Book Value:


    226,096
    State & Local Government Securities - End of Year Fair Market Value:


    219,586


    TY 2021 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
    Susquehanna Pfaltzgraff Company AT COST 25,727 29,709
    Ownership Capital Global Equity (USD) Fund AT COST 5,056,824 5,484,422
    Generation IM Global Equity AT COST 5,000,000 6,062,959

    TY 2021 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 842,044 120,322 721,722 805,175
    Leasehold Improvements 1,583 1,583 0  
    Equipment 34,863 28,352 6,511 6,511


    TY 2021 LegalFeesSchedule
    Name:
    Firebird Foundation for
     
    Anthropological Research
    EIN:
    01-0524375
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal Fees 10,076 0   10,076


    TY 2021 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 37,762 37,762 37,762
    Prepaid Taxes 43,898 98,694 98,694
    Due from/(to) Affiliated Organizations 6,831 -3,850 -3,850


    TY 2021 OtherDecreasesSchedule
    Name:
    Firebird Foundation for
     
    Anthropological Research
    EIN:
    01-0524375
    Description Amount
    Accrual-to-Cash Adjustment 15,736
    Unrealized Loss on Investments 7,994,557


    TY 2021 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 11,895 0   11,895
    Information Technology 3,610 0   3,610
    Currency Conversions -1,520 0   -1,520
    State Filing Fees 2,595 0   2,595
    Office and Administrative 12,104 0   12,104
    Dues and Subscriptions 1,061 0   1,061


    TY 2021 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) -957 -957 -957
    Investment Income Recorded Per Books -483   -483


    TY 2021 OtherIncreasesSchedule
    Name:
    Firebird Foundation for
     
    Anthropological Research
    EIN:
    01-0524375
    Description Amount
    Excise Tax Timing Differences 120,000


    TY 2021 OtherLiabilitiesSchedule
    Name:
    Firebird Foundation for
     
    Anthropological Research
    EIN:
    01-0524375
    Description Beginning of Year - Book Value End of Year - Book Value
    Accrued Excise Taxes 98,800 87,000
    SIMPLE Match Obligations 4,516 8,452


    TY 2021 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 2,565 0   2,565
    Investment Advisory Services 161,665 161,665   0
    Consulting and Management 52,563 0   52,563


    TY 2021 TaxesSchedule
    Name:
    Firebird Foundation for
     
    Anthropological Research
    EIN:
    01-0524375
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Taxes 195,200 0   0
    Foreign Taxes 10,014 10,014   0
    Sales and Use Taxes 109 0   109