Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$54,756,698
J 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) 5,241,440
2 Check right arrow.............
3 Interest on savings and temporary cash investments 366,039 345,685  
4 Dividends and interest from securities... 611,900 611,900  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -582,058
b Gross sales price for all assets on line 6a 23,381,159
7 Capital gain net income (from Part IV, line 2)... 0
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)....... 325,797 -361  
12 Total. Add lines 1 through 11........ 5,963,118 957,224  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 76,940 0   76,940
14 Other employee salaries and wages...... 256,438 0   256,438
15 Pension plans, employee benefits....... 108,316 0   108,316
16a Legal fees (attach schedule)......... 15,897 0   15,897
b Accounting fees (attach schedule)....... 18,520 9,260   9,260
c Other professional fees (attach schedule).... 420,194 277,731   142,463
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 74,085 3,322   9,480
19 Depreciation (attach schedule) and depletion... 15,986 0  
20 Occupancy.............. 59,186 0   59,186
21 Travel, conferences, and meetings....... 14,859 0   14,859
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 27,557 272   27,285
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,087,978 290,585   720,124
25 Contributions, gifts, grants paid....... 18,613,776 18,613,776
26 Total expenses and disbursements. Add lines 24 and 25 19,701,754 290,585   19,333,900
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -13,738,636
b Net investment income (if negative, enter -0-) 666,639
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 15,496 20,586 20,586
2 Savings and temporary cash investments......... 2,008,914 2,098,170 2,098,170
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 5,355,005 Click to see attachment
List of Attached Documents:
// Content
4,106,327
3,993,001
b Investments—corporate stock (attach schedule)....... 32,359,904 Click to see attachment
List of Attached Documents:
// Content
23,407,637
27,692,908
c Investments—corporate bonds (attach schedule)....... 5,877,137 Click to see attachment
List of Attached Documents:
// Content
6,008,552
5,998,614
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans............. 5,277,758 4,107,166 4,048,848
13 Investments—other (attach schedule).......... 10,052,459 Click to see attachment
List of Attached Documents:
// Content
10,023,774
10,089,029
14 Land, buildings, and equipment: basis right arrow930,207
Less: accumulated depreciation (attach schedule) right arrow179,021 767,172 Click to see attachment
List of Attached Documents:
// Content
751,186
751,186
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
97,137
Click to see attachment
List of Attached Documents:
// Content
64,356
Click to see attachment
List of Attached Documents:
// Content
64,356
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 61,810,982 50,587,754 54,756,698
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
70,055
Click to see attachment
List of Attached Documents:
// Content
67,000
23 Total liabilities (add lines 17 through 22)......... 70,055 67,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 61,740,927 50,520,754
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 61,740,927 50,520,754
30 Total liabilities and net assets/fund balances (see instructions). 61,810,982 50,587,754
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
61,740,927
2
Enter amount from Part I, line 27a .....................
2
-13,738,636
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,523,202
4
Add lines 1, 2, and 3 ..........................
4
50,525,493
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,739
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
50,520,754
Form 990-PF (2023)
Form 990-PF (2023)
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 Capital Gains Dividends P    
c
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 23,371,207   23,963,217 -592,010
b 9,952     9,952
c
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       -592,010
b       9,952
c
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 -582,058
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
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 right arrow 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) 1 9,266
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 9,266
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 9,266
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 73,622
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 73,622
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 64,356
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow64,356 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowME
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 2023 or the taxable year beginning in 2023? 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
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
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowhttps://www.firebirdfellowships.org/
14
The books are in care ofright arrowElizabeth Choate Telephone no.right arrow (207) 639-3939

Located atright arrowPO Box APhillipsME ZIP+4right arrow049661501
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrowBT
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
Yes
 
(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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
58,221 18,719 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 (end 5/2023)
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
103,626 22,991 0
PO Box A
Phillips,ME049661501
Cheryl Keith Administrative
36.00
86,991 22,005 0
PO Box A
Phillips,ME049661501
Anne Olivares Archivist
40.00
59,391 12,642 0
PO Box A
Phillips,ME049661501
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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 212,716
PO Box 28019
Albuquerque,NM87125
The Philanthropic Initiative Philanthropy Advisory 76,950
75 Arlington Street
Boston,MA02116
Total number of others receiving over $50,000 for professional services.............right arrow0
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. 720,124
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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
52,228,130
b
Average of monthly cash balances.......................
1b
2,075,514
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
54,303,644
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
54,303,644
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
814,555
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
53,489,089
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
2,674,454
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
2,674,454
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
9,266
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,266
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
2,665,188
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
2,665,188
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 XII, line 1 ...
7
2,665,188
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
19,333,900
b
Program-related investments—total from Part VIII-B..................
1b
0
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
19,333,900
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 2,665,188
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 86,070
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 19,333,900
a Applied to 2022, but not more than line 2a 86,070
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 2023 distributable amount..... 2,665,188
e Remaining amount distributed out of corpus 16,582,642
5 Excess distributions carryover applied to 2023. 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 16,582,642
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
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 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
16,582,642
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 16,582,642
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 right arrow
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 (2023)
Form 990-PF (2023)
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
Akpan Aniefon Daniel


No 30 Iboko Street
Uyo,Akwa Ibom State  
NI
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 8,126
Akpobome Diffre-Odiete


No 7 Kuyinu Street
Ugboroke,Delta State  
NI
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 9,000
Andrew D Harvey


c/o Maarten Mous Sterrenwachtlaan
25
Leiden    
NL
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 34,830
Anna Ziya Geerling


Hansjordnesgata 7
Tromso   H0302 9009
NO
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 9,000

Association of Nepal and Himalayan Studies

1586 Rockhurst Lane
Cincinnati,OH45255
N/A PC Vanishing Languanges & Traditional Knowledge of Bhutan 2,661

Borneo Research Council

PO Box A
Phillips,ME04966
Brother-sister common-control relationship PC General operating support 3,397
Christian Poske


1A Pran Nath Sur Lane
Kolkata   700002
IN
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 807
David Ginebra Domingo


Alfons Sala 147 9e 2a
Sabadell   08202
SP
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 8,924
Emily Akpomedaye


No1 Diff Street New Jerusalem
Quarters
EghwuUrhobo,Delta State  
NI
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 8,096
Emily Drummond


2124 McKinley Avenue Apartment 2
Berkeley,CA94703
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 8,928

Fidelity Charitable

245 Summer Street
Boston,MA02210
N/A PC Contribution to donor-advised fund of disqualified person 16,824,125

Forest Society of Maine

209 State Street
Bangor,ME04401
N/A PC General operating support 40,000
Ghilyana Dordzhieva


208 Bayard Street
Sackets Harbor,NY13685
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 8,917
Gino Marcelo Rivera Bulnes


Castrovirreyna 816 Dpto 302C
Lima    
PE
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 3,600
Godini G Darah


Deco Towers 253 Warri/Sapele Road
Warri,Delta State  
NI
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 8,963
Harriet Sheppard


9 Wilna Street Pascoe Vale
  Victoria3044
AS
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 7,006
Holly Drayton


8 Rockstone Lane
Southampton   SO14 6HZ
UK
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 9,000

Indiana University

400 East 7th Street
Bloomington,IN47405
N/A GOV f/b/o Computational Resource on South Asian Languages 20,000
Jesse Gates


2103 Willow Street
Lynden,WA98264
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 9,000
Jorge Gomez Rendon


Chontamarca OE1-22 Y Orianga
Quito    
EC
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 9,000
Junhan Hu


129 Mansfield Street
New Haven,CT06511
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 8,955
Khawaja Rehman


Block D District Complex
Azad Jammu and Kashmir,Muzaffarabad  
PK
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 900
Lesley Hatipone Machiridza


11 Siebengebirgsallee Klettenberg
Cologne   50939
GM
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 904

Maine Mountain Collaborative

45 Exchange Street
Portland,ME04101
N/A PC General operating support 35,000
Marin Constantin


Str Raul Soimului 1 Block 25 29
Bucharest   040846
RO
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 7,380
Natalia Castelnuovo-Biraben


c/o Universidad de Buenos Aires
Buenos Aires,Capital FederalC1053ABH
AR
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 6,372

Neighborhood Music School

100 Audubon Street
New Haven,CT06510
N/A PC General operating support 391,000

Northeast Wilderness Trust

17 State Street Suite 302
Montpelier,VT05602
N/A PC General operating support 250,000
O Odogun


c/o Akpo re Ufuoma Development
Initiative
Effurun,Delta State330102
NI
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 992
Oghenekevwe Abamwa


No 1 Onos Close Aghwemokpor
Quarters
Eghwu,Delta State  
NI
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 8,838
Patience Odiete


No 1 Onos Close Aghwemokpor
Quarters
Eghwu,Delta State  
NI
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 8,901

Phillips Public Library

PO Box O
Phillips,ME04966
N/A PC General operating support 10,000
Phurwa Gurung


1874 Maccullen Drive
Erie,CO80516
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 9,000

Rangeley Lakes Heritage Trust

2424 Main Street
Rangeley,ME04970
N/A PC General operating support 500,000
Roberto Carlos Pacheco Angulo


Conocido San Pedro Ozumacin
Ayotzintepec
Tuxtepec,Oaxaca  
MX
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 8,959
Rosemary Grace Beam De Azcona


Malaga 25 Interior 1
Benito Juarez   CDMX 03920
MX
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 8,700
Suzanne Cook


311 Stevens Road
Victoria,British ColumbiaV9E 2J1
CA
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 9,000
Timotheus Bodt


21A Springfield Road
Sudbury   CO1O 1PH
UK
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 4,053

Treasure Caretaker Training

1345 Spruce Street
Boulder,CO80302
N/A PC General operating support 200,000

University of Sydney

City Road
Sydney,CamperdownNSW 2006
AS
None GOV f/b/o Center for Cultural Linguistic Diversity & TRICL 102,442
Xiyao Fu


506 Orange Street
New Haven,CT06511
None I Fellowships in the Collection of Oral Literature & Traditional Knowledge 9,000
Total .................................right arrow 3a 18,613,776
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ...........
    14 366,039  
4 Dividends and interest from securities ....     14 611,900  
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 -582,058  
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 -361  
bInvestment Income Recorded Per Books     14 326,158  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 721,678 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
721,678
(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 (2023)
Form 990-PF (2023)
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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

$ 5,229,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
Steven Hoch
c/o Brown Advisory 100 High Street
 
Boston, MA02110

$ 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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
Firebird Foundation for
 
Anthropological Research
EIN:
01-0524375
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fees 18,520 9,260   9,260

TY 2023 InvestmentsCorpBondsSchedule
Name:
Firebird Foundation for
 
Anthropological Research
EIN:
01-0524375
Name of Bond End of Year Book Value End of Year Fair Market Value
150000 shs ABBVIE INC (CUSIP: 00287YBZ1) 144,766 146,535
100000 shs CARRIER GLOBAL (CUSIP: 14448CAN4) 95,866 96,905
320000 shs INTERNATIONAL BANK (CUSIP: 459058JB0) 322,909 303,904
360000 shs COUNCIL EUROPE DEV BK (CUSIP: 222213BA7) 355,921 351,270
155000 shs MORGAN STANLEY (CUSIP: 6174468R3) 147,566 148,888
103000 shs FORTIS (CUSIP: 349553AM9) 100,947 97,774
95000 shs TORONTO DOMINION (CUSIP: 89115A2V3) 95,466 96,691
450000 shs EUROPEAN INVT (CUSIP: 298785JU1) 452,551 448,288
105000 shs AT&T INC (CUSIP: 00206RHJ4) 98,046 103,626
555000 shs ASIAN DEVELOPMENT BANK (CUSIP: 045167FL2) 518,349 500,098
60000 shs EUROPEAN INVT BK (CUSIP: 298785JR8) 54,962 53,733
45000 shs MICRON TECHNOLOGY (CUSIP: 595112BV4) 47,052 48,627
165000 shs EQUINIX INC (CUSIP: 29444UBE5) 151,241 151,541
115000 shs AMPHENOL CORP (CUSIP: 032095AJ0) 105,946 104,709
80000 shs CONSOLIDATED EDISON CO (CUSIP: 209111FX6) 75,731 74,592
115000 shs CROWN CASTLE INC (CUSIP: 22822VAR2) 105,169 103,103
102000 shs XYLEM INC (CUSIP: 98419MAL4) 92,226 87,380
95000 shs ROPER TECHNOLOGIES (CUSIP: 776743AL0) 73,495 78,247
150000 shs PERKINELMER INC (CUSIP: 714046AN9) 126,928 122,991
120000 shs APTIV PLC (CUSIP: 00217GAB9) 105,757 106,227
115000 shs BIO RAD LABS (CUSIP: 090572AQ1) 99,518 103,840
120000 shs SPRINT CAP CORP (CUSIP: 852060AT9) 143,227 148,111
145000 shs TRIMBLE INC (CUSIP: 896239AE0) 145,731 155,179
430000 shs INTER-AMERICAN DEV (CUSIP: 4581XOEJ3) 409,939 411,922
145000 shs MARVELL TECHNOLOGY (CUSIP: 573874AQ7) 146,593 153,757
90000 shs PNC FINL SVCS (CUSIP: 693475BU8) 99,991 99,913
40000 shs AMERICAN EXPRESS (CUSIP: 025816CC1) 39,960 39,955
40000 shs HUNT JB TRANS (CUSIP: 445658CD7) 39,972 39,816
40000 shs CITIGROUP INC (CUSIP: 172967MT5) 39,367 40,022
40000 shs KEYSIGHT TECHNOLOGIES (CUSIP: 49338LAB9) 40,144 39,624
40000 shs ABBVIE INC (CUSIP: 00287YBZ1) 38,637 39,076
40000 shs CARRIER GLOBAL (CUSIP: 14448CAN4) 38,649 38,762
40000 shs APTIV PLC (CUSIP: 00217GAA1) 38,734 38,679
40000 shs ANALOG DEVICES (CUSIP: 032654AS4) 39,766 39,142
40000 shs T MOBILE USA (CUSIP: 87264ABB0) 38,787 39,154
40000 shs VF CORP (CUSIP: 918204BA5) 39,006 38,210
40000 shs AMERICAN TOWER (CUSIP: 03027XBB5) 36,969 37,425
40000 shs BK OF AMERICA (CUSIP: 06051GKE8) 37,920 38,454
40000 shs UNITEDHEALTH GROUP (CUSIP: 91324PDW9) 37,217 37,453
40000 shs AT&T INC (CUSIP: 00206RMP4) 40,000 40,009
40000 shs GOLDMAN SACHS GROUP (CUSIP: 38141GXD1) 40,113 40,254
550000 shs ROYAL BK CDA (CUSIP: 78016EZT7) 49,827 50,072
100000 shs INTERNATIONAL FIN CORP (CUSIP: 45950KCX6) 90,001 91,264
45000 shs TORONTO DOMINION BANK (CUSIP: 89115A2V3) 45,194 45,801
86000 shs EUROPEAN INVT (CUSIP: 298785JQ0) 77,006 78,939
45000 shs BORGWARNER INC (CUSIP: 099724AL0) 40,558 41,722
45000 shs PNC FINL SVCS (CUSIP: 693475BT1) 46,583 46,679
159000 shs KREDITANSTALT FUR (CUSIP: 500769JW5) 155,303 157,454
248000 shs EUROPEAN INVT (CUSIP: 298785JU1) 253,992 247,056
160000 shs ASIAN DEVELOPMENT BANK (CUSIP: 045167FW8) 155,279 158,343
154000 shs INTERNATIONAL BANK (CUSIP: 459058KW2) 155,289 158,098
40000 shs ROPER TECHNOLOGIES (CUSIP: 776743AF3) 38,386 39,300

TY 2023 InvestmentsCorpStockSchedule
Name:
Firebird Foundation for
 
Anthropological Research
EIN:
01-0524375
Name of Stock End of Year Book Value End of Year Fair Market Value
152211.183 shs BAFWX 5,133,415 7,321,358
119540.718 shs BAFLX 2,142,222 2,823,551
126344.086 shs POLEX 940,000 960,215
1424 shs XBI 114,030 127,149
2105 shs ESTA 110,562 54,498
836 shs G 35,266 29,018
4977 shs ACCD 55,471 59,774
3340 shs AGL 80,500 41,917
3065 shs ALHC 39,506 26,390
218 shs ARVN 8,718 8,973
358 shs ASND 39,867 45,090
1585 shs AZEK 48,547 60,626
952 shs BSY 30,657 49,675
630 shs TECH 39,408 48,611
1571 shs BL 114,951 98,093
541 shs BPMC 41,860 49,902
1908 shs BFAM 170,103 179,810
1335 shs BRKR 88,437 98,096
8917 shs CCCS 98,510 101,565
1157 shs CWST 88,164 98,877
142 shs CHH 15,978 16,089
2783 shs YOU 72,316 57,469
926 shs CWAN 17,749 18,548
1003 shs CCOI 62,143 76,288
3086 shs DH 35,661 30,675
2070 shs DT 80,131 113,208
1455 shs EHC 87,068 97,078
66 shs NPO 8,710 10,345
891 shs ENTG 85,446 106,760
931 shs ENV 51,847 46,103
399 shs FCN 58,985 79,461
1424 shs FUL 96,243 115,928
509 shs GWRE 43,967 55,501
1475 shs HQY 90,182 97,793
364 shs HLI 36,269 43,647
156 shs IEX 34,159 33,869
1365 shs NARI 93,756 88,616
12006 shs INFN 86,914 57,029
565 shs JBT 63,670 56,189
278 shs KRTX 53,268 87,990
467 shs KNX 22,407 26,923
678 shs LSCC 44,350 46,775
4080 shs LFST 30,193 31,946
268 shs LFUS 68,042 71,706
586 shs MSA 80,519 98,934
10975 shs MCW 108,210 94,824
2969 shs MWA 40,229 42,754
8170 shs NEO 144,704 132,191
950 shs NBIX 91,991 125,172
165 shs ONTO 21,048 25,229
1304 shs KIDS 61,914 42,393
2963 shs PHR 81,787 68,593
3708 shs PINS 86,475 137,344
840 shs POWI 67,638 68,972
2463 shs PRO 80,129 95,540
2188 shs PB 159,644 148,193
503 shs KWR 101,002 107,350
2748 shs RTO 88,294 78,620
300 shs SPXC 24,129 30,303
3417 shs SIBN 66,280 71,723
1630 shs SMPL 57,224 64,548
258 shs SITE 40,133 41,925
138 shs SITM 15,107 16,847
365 shs TTWO 43,707 58,747
200 shs BLD 41,924 74,852
297 shs VMI 75,455 69,352
3227 shs VZIO 27,214 24,848
1483 shs WCN 188,129 221,367
483 shs WEX 86,326 93,968
523 shs WWD 52,285 71,196
931 shs WK 81,544 94,524
255 shs XPEL 15,663 13,732
2303 shs ZWS 71,418 67,731
1581 shs DBRG 36,451 27,731
551 shs EGP 85,932 101,131
1598 shs AGO 94,043 119,578
2051 shs SIG 152,849 219,990
40 shs WTM 61,435 60,200
4083 shs OEC 99,662 113,222
759 shs ALRS 16,675 16,994
2423 shs AMAL 54,371 65,276
786 shs AIZ 107,716 132,433
3915 shs TBBK 100,399 150,962
26 shs BELFA 1,456 1,681
2073 VTOL 55,620 58,604
3222 shs CTS 107,160 140,930
238 shs CABO 169,667 132,468
1054 shs CVEO 22,809 24,084
1639 shs CXT 71,371 93,210
2018 shs DCOM 68,826 54,345
964 shs EXP 127,531 195,538
8256 shs EBC 152,198 117,235
823 shs NPO 109,615 128,997
2070 shs FSS 94,150 158,852
1293 shs FBNC 55,714 47,854
717 shs THG 97,474 87,058
2198 shs NGVT 149,335 103,790
3090 shs IMXI 72,573 68,258
381 shs KAI 69,184 106,798
2834 shs LZB 79,718 104,631
5330 shs MTG 70,256 102,816
4245 shs MOD 100,739 253,427
1030 shs MNRO 27,732 30,220
8373 shs MWA 107,239 120,571
5697 shs VYX 83,906 96,336
4139 shs NATL 85,979 100,536
807 shs NXST 123,544 126,497
921 shs ONTO 93,985 140,821
278 shs OXM 29,944 27,800
936 shs CNXN 38,889 62,909
4358 shs PPBI 155,155 126,861
4530 shs PDCO 131,225 128,879
1474 shs PGC 47,022 43,955
1600 shs PEBO 43,417 54,016
1941 shs POR 102,528 84,123
1030 shs SBCF 25,954 29,314
543 shs SSTK 25,953 26,216
2359 shs SGU 25,632 27,199
2768 shs THR 48,937 90,154
2955 shs THS 113,081 122,485
891 shs UMBF 75,409 74,443
246 shs VRTS 53,098 59,473
2119 shs WSFS 96,165 97,326
6641 shs WOW 116,945 26,896
953 shs CTO 17,608 16,515
253 shs EGP 39,258 46,436
5235 shs EQC 108,884 100,512
4110 shs EPRT 105,071 105,052
2329 shs GTY 68,121 68,053
4004 shs GMRE 54,948 44,444
10301 shs LADR 116,242 118,565
281 shs CAN 88,163 98,606
943 shs TEL 118,678 132,492
1156 shs AKAM 112,066 136,813
1075 shs AXP 195,704 201,391
875 shs AWK 118,412 115,491
244 shs AMP 71,144 92,679
295 shs AMGN 71,157 84,966
646 shs AMAT 76,160 104,697
1836 shs BALL 92,104 105,607
2614 shs BK 114,948 136,059
239 shs BIIB 64,285 61,846
2250 shs BWA 96,432 80,663
88 shs AVGO 46,372 98,230
1182 shs CARR 49,792 67,906
2107 shs CL 162,653 167,949
2185 shs CAG 77,747 62,622
1065 shs ED 99,769 96,883
421 shs CMI 82,043 100,859
235 shs DE 94,888 93,969
988 shs EMR 92,635 96,162
1893 shs ES 155,765 116,836
2257 shs FITB 89,073 77,844
579 shs FSLR 96,630 99,750
1705 shs GEHC 133,540 131,831
1244 shs GILD 74,449 100,776
1781 shs HOLX 133,230 127,252
1056 shs INTC 53,296 53,064
926 shs IFF 100,901 74,978
1662 shs LKQ 80,136 79,427
438 shs LOW 99,039 97,477
1365 shs MKC 85,007 93,393
1946 shs MRK 209,417 212,153
1867 shs MET 115,426 123,465
1219 shs MS 99,202 113,672
1035 shs ORCL 108,109 109,120
740 shs OC 65,011 109,690
1074 shs PYPL 73,872 65,954
1416 shs PG 211,513 207,501
193 shs REGN 126,966 169,510
908 shs HSIC 70,723 68,745
2377 shs SCHW 135,281 163,538
2014 shs SFM 59,549 96,894
1068 shs STLD 97,688 126,131
1507 shs TJX 119,929 141,372
1011 shs TMUS 143,176 162,094
504 shs TGT 69,395 71,780
1782 shs TFC 65,459 65,791
274 shs URI 88,370 157,117
1510 shs UNM 48,174 68,282
312 shs VMI 71,494 72,855
2692 shs VZ 125,012 101,488
316 shs VRTX 84,757 128,577
1308 shs VOYA 93,834 95,432
1159 shs WAB 103,984 147,077
4023 shs WY 137,523 139,880
964 shs ZBH 110,073 117,319
862 shs DLR 93,777 116,008
1258 shs FR 66,831 66,259
3336 shs KIM 80,304 71,090

TY 2023 InvestmentsGovtObligationsSch
Name:
Firebird Foundation for
 
Anthropological Research
EIN:
01-0524375
US Government Securities - End of Year Book Value:

3,788,357
US Government Securities - End of Year Fair Market Value:

3,715,445
State & Local Government Securities - End of Year Book Value:


317,970
State & Local Government Securities - End of Year Fair Market Value:


277,556


TY 2023 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 IM Global AT COST 5,000,000 5,578,742
Capital Global Equity AT COST 4,997,338 4,478,235
Susquehanna Pfaltzgraff Co. AT COST 26,436 32,052

TY 2023 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 845,547 141,938 703,609 703,609
Leasehold Improvements 1,583 1,583 0  
Equipment 50,787 35,500 15,287 15,287


TY 2023 LegalFeesSchedule
Name:
Firebird Foundation for
 
Anthropological Research
EIN:
01-0524375
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal Fees 15,897 0   15,897


TY 2023 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
Prepaid excise tax assets 85,764 64,356 64,356
Due from/(to) Affiliated Organizations -6,213 0 0
Deposits in Transit, per Book (net) 17,586 0 0


TY 2023 OtherDecreasesSchedule
Name:
Firebird Foundation for
 
Anthropological Research
EIN:
01-0524375
Description Amount
Book-to-tax differences - charitable giving (net) 3,482
Book-to-tax differences - accrual-to-cash adjustments (net) 1,257


TY 2023 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
Information Technology 3,569 0   3,569
Currency Conversions 560 0   560
State Filing Fees 160 0   160
Office and Administrative 22,682 0   22,682
Dues and Subscriptions 314 0   314
Bank Fees 272 272   0


TY 2023 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) -361 -361 -361
Investment Income Recorded Per Books 326,158   326,158


TY 2023 OtherIncreasesSchedule
Name:
Firebird Foundation for
 
Anthropological Research
EIN:
01-0524375
Description Amount
Book-to-tax differences - investment accounts (net) 24,044
Unrealized losses on gifts of securities 2,499,158


TY 2023 OtherLiabilitiesSchedule
Name:
Firebird Foundation for
 
Anthropological Research
EIN:
01-0524375
Description Beginning of Year - Book Value End of Year - Book Value
Deferred excise tax liabilities 62,260 57,948
SIMPLE Match Obligations 7,795 9,052


TY 2023 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 0 0   0
Investment Advisory Services 277,731 277,731   0
Consulting and Management 142,463 0   142,463


TY 2023 TaxesSchedule
Name:
Firebird Foundation for
 
Anthropological Research
EIN:
01-0524375
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Provision for Excise Taxes 61,283 0   0
Foreign Taxes 3,322 3,322   0
Sales and Use Taxes 717 0   717
Property Taxes 8,763 0   8,763