Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
AL BIRD EST UNIVERSITY OF MAINE ETAL
 
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 1297 CHURCH ST STATION
  Room/suite
City or town
NEW YORK
State or province
NY
Country  
ZIP or foreign postal code
10008
A Employer identification number

13-6579662
B Telephone number (see instructions)

2122502500
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$5,643,246J 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)  
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 131,406 130,710  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 198,762
b Gross sales price for all assets on line 6a 949,624
7 Capital gain net income (from Part IV, line 2)... 198,762
8 Net short-term capital gain......... 0
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
List of Attached Documents:
// Content
2,532 2,532  
12 Total. Add lines 1 through 11........ 332,700 332,004  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,646 36,387   24,258
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,596 2,596 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,555 2,555   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
364 364    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 71,161 41,902 0 24,258
25 Contributions, gifts, grants paid....... 237,523 237,523
26 Total expenses and disbursements. Add lines 24 and 25 ................ 308,684 41,902 0 261,781
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 24,016
b Net investment income (if negative, enter -0-) 290,102
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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.............      
2 Savings and temporary cash investments......... 109,002 195,510 195,510
3 Accounts receivable  
Less: allowance for doubtful accounts     0 0
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts 0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,590,222 Click to see attachment
List of Attached Documents:
// Content
3,520,471 		5,447,736
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,699,224 3,715,981 5,643,246
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,699,224 3,715,981
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)..... 3,699,224 3,715,981
30 Total liabilities and net assets/fund balances (see instructions). 3,699,224 3,715,981
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
3,699,224
2
Enter amount from Part I, line 27a .....................
2
24,016
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
10,483
4
Add lines 1, 2, and 3 ..........................
4
3,733,723
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
17,742
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
3,715,981
Form 990-PF (2025)
Form 990-PF (2025)
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 66. APPLE INC   2006-05-18 2025-01-22
b 59. BOX INC COM CLASS A   2024-03-12 2025-01-22
c 27. CONSTELLATION BRANDS INC     2025-01-22
d 11. EQUINIX INC     2025-01-22
e 22. PROGRESSIVE CORPTHE     2025-01-22
25. THERMO FISHER SCIENTIFIC INC   2011-03-30 2025-01-22
44. BOX INC COM CLASS A   2024-03-12 2025-01-23
4399. INVESCO DB COMMODITY INDEX TRACKING FUND     2025-01-29
10. ADOBE SYS INC COM   2014-10-17 2025-01-31
26. BOSTON SCIENTIFIC CORP COM   2023-06-21 2025-01-31
20. INTERCONTINENTAL EXCHANGE INC   2014-02-10 2025-01-31
2101. ISHARES GOLD TR ISHARES NEW ETF   2024-06-26 2025-01-31
1826. ISHARES MSCI INDIA ETF   2024-01-24 2025-02-26
2101. ISHARES GOLD TR ISHARES NEW ETF   2024-06-26 2025-02-28
134. ISHARES GOLD TR ISHARES NEW ETF   2024-06-26 2025-03-03
491. ISHARES MSCI JAPAN ETF   2024-09-30 2025-03-17
643.65 DBTC TAXABLE INCOME FUND     2025-03-17
346.44 DBTC US SMALL CAPITALIZATION FUND     2025-03-17
51. BOOZ ALLEN HAMILTON HOLDING CORP   2025-01-22 2025-03-26
27. WORKIVA INC COM CL A     2025-03-26
42. WORKIVA INC COM CL A     2025-03-27
1967. ISHARES GOLD TR ISHARES NEW ETF   2024-06-26 2025-03-31
7. ALPHABET INC COM CL C   2008-09-03 2025-04-16
7. ALPHABET INC COM CL A   2008-09-03 2025-04-16
4. AMETEK INC   2006-05-18 2025-04-16
4. APPLE INC   2006-05-18 2025-04-16
5. APPLIED MATERIALS INC   2020-02-03 2025-04-16
2. CLOUDFLARE INC CL A COM   2024-12-12 2025-04-16
1. COSTCO WHOLESALE CORP   2011-04-07 2025-04-16
8. DYNATRACE INC COM   2024-01-29 2025-04-16
14. EXACT SCIENCES CORP     2025-04-16
3. FACEBOOK INC A COM   2023-06-28 2025-04-16
1. GUIDEWIRE SOFTWARE INC COM   2024-12-17 2025-04-16
2. HOME DEPOT INCTHE   2013-02-22 2025-04-16
1. INTUITIVE SURGICAL INC   2022-03-30 2025-04-16
820. ISHARES CORE MSCI EMERGING MARKETS ETF   2018-06-01 2025-04-16
1. ELI LILLY CO   2024-04-29 2025-04-16
1. MASTERCARD INC COM CL A   2024-09-11 2025-04-16
3. MICROSOFT CORP   2025-01-22 2025-04-16
1. MOODY S CORP   2024-02-09 2025-04-16
1. NETFLIX COM INC   2018-10-12 2025-04-16
47. NVIDIA CORP   2016-02-04 2025-04-16
3. PROLOGIS INC   2016-06-15 2025-04-16
1. QUANTA SVCS INC   2024-08-27 2025-04-16
2. SALESFORCE COM INC   2023-07-19 2025-04-16
1. SERVICENOW INC COM   2018-02-15 2025-04-16
1. STRYKER CORP   2023-06-21 2025-04-16
2. SYNOPSYS INC COM   2018-07-18 2025-04-16
3. T MOBILE US INC COM   2017-10-19 2025-04-16
4. TEXAS INSTRUMENTS INC   2024-07-18 2025-04-16
3. TRANSUNION   2018-04-13 2025-04-16
7. UBER TECHNOLOGIES INC COM     2025-04-16
1. UNITEDHEALTH GROUP INC   2022-12-02 2025-04-16
1. VISA INC   2013-02-21 2025-04-16
2. VULCAN MATERIALS CO   2015-08-24 2025-04-16
3. ZOETIS INC   2017-11-21 2025-04-16
1. SPOTIFY TECHNOLOGY S A SHS ORD   2018-05-03 2025-04-16
1. CYBERARK SOFTWARE LTD/ISRAEL COM   2024-11-21 2025-04-16
1967. ISHARES GOLD TR ISHARES NEW ETF   2024-06-26 2025-04-30
34. ROBLOX CORP CL A   2025-01-22 2025-05-07
12. ROBLOX CORP CL A   2023-06-13 2025-05-07
6. SPOTIFY TECHNOLOGY S A SHS ORD     2025-05-07
24. PROGRESSIVE CORPTHE   2016-12-15 2025-05-27
88. PROLOGIS INC     2025-05-27
1967. ISHARES GOLD TR ISHARES NEW ETF   2024-06-26 2025-05-31
87. BOX INC COM CLASS A     2025-06-10
78. SALESFORCE COM INC     2025-06-10
17. ADOBE SYS INC COM   2014-10-17 2025-06-11
76. BOX INC COM CLASS A     2025-06-11
80. BOX INC COM CLASS A     2025-06-12
81. BOX INC COM CLASS A     2025-06-13
718. ISHARES MSCI JAPAN ETF   2024-09-30 2025-06-17
53. ALPHABET INC COM CL C   2008-09-03 2025-06-18
33. APPLE INC   2006-05-18 2025-06-18
18. UNITEDHEALTH GROUP INC     2025-06-18
13. ACCENTURE PLC-CL A     2025-06-18
1967. ISHARES GOLD TR ISHARES NEW ETF   2024-06-26 2025-06-30
15. ADOBE SYS INC COM   2014-10-17 2025-07-10
9. COSTCO WHOLESALE CORP   2011-04-07 2025-07-15
25. LULULEMON ATHLETICA INC COM   2018-12-13 2025-07-15
15. SYNOPSYS INC COM     2025-07-15
10. AMERICAN EXPRESS CO   2019-01-16 2025-07-24
19. HOME DEPOT INCTHE   2013-02-22 2025-07-24
1967. ISHARES GOLD TR ISHARES NEW ETF   2024-06-26 2025-07-31
23. UNITEDHEALTH GROUP INC     2025-08-12
11. CYBERARK SOFTWARE LTD/ISRAEL COM   2024-11-21 2025-08-28
3. CYBERARK SOFTWARE LTD/ISRAEL COM   2024-03-01 2025-08-28
1967. ISHARES GOLD TR ISHARES NEW ETF   2024-06-26 2025-08-31
28. COOPER COS INC COM   2024-09-11 2025-09-11
92. COOPER COS INC COM     2025-09-11
45. ACCENTURE PLC-CL A   2024-01-18 2025-09-11
49. GLOBANT SA COM     2025-09-11
29. GLOBANT SA COM     2025-09-11
17. COOPER COS INC COM     2025-09-12
54. TEXAS INSTRUMENTS INC   2024-07-18 2025-09-17
39. VERTEX PHARMACEUTICALS INC     2025-09-17
348. ISHARES GOLD TR ISHARES NEW ETF   2024-06-26 2025-09-23
1619. ISHARES GOLD TR ISHARES NEW ETF   2024-06-26 2025-09-30
65. AMAZON COM INC     2025-10-20
92. PROGRESSIVE CORPTHE   2016-12-15 2025-10-20
18. CYBERARK SOFTWARE LTD/ISRAEL COM     2025-10-20
43. T MOBILE US INC COM   2017-10-19 2025-10-28
9. CYBERARK SOFTWARE LTD/ISRAEL COM   2024-04-10 2025-10-28
39. AMETEK INC   2006-05-18 2025-10-29
43. DEXCOM INC   2025-01-22 2025-10-29
51. T MOBILE US INC COM     2025-10-29
11. CYBERARK SOFTWARE LTD/ISRAEL COM     2025-10-29
11. CYBERARK SOFTWARE LTD/ISRAEL COM   2024-06-13 2025-10-30
1619. ISHARES GOLD TR ISHARES NEW ETF   2024-06-26 2025-10-31
120. TREX CO INC     2025-11-05
1619. ISHARES GOLD TR ISHARES NEW ETF   2024-06-26 2025-11-30
6199.51 BLACKROCK HIGH YIELD BOND PORTFOLIO     2025-12-01
114. NETFLIX COM INC     2025-12-05
59. AMAZON COM INC     2025-12-09
59. INTERCONTINENTAL EXCHANGE INC   2014-02-10 2025-12-09
92. NVIDIA CORP   2016-02-04 2025-12-29
1619. ISHARES GOLD TR ISHARES NEW ETF   2024-06-26 2025-12-31
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(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 14,748   153 14,595
b 1,855   1,771 84
c 4,836   6,325 -1,489
d 10,184   5,640 4,544
e 5,261   807 4,454
14,375   1,371 13,004
1,379   1,321 58
96,864   72,663 24,201
4,383   644 3,739
2,670   1,404 1,266
3,204   855 2,349
23   19 4
89,809   89,839 -30
21   17 4
7,291   5,821 1,470
34,920   35,214 -294
45,880   48,487 -2,607
73,749   87,715 -13,966
5,415   7,328 -1,913
2,262   2,435 -173
3,428   3,427 1
23   17 6
1,104   81 1,023
1,087   81 1,006
643   56 587
791   9 782
700   299 401
225   229 -4
977   78 899
347   477 -130
606   934 -328
1,531   856 675
194   173 21
704   131 573
490   304 186
42,655   46,017 -3,362
746   736 10
521   487 34
1,135   1,338 -203
431   405 26
976   339 637
4,929   32 4,897
304   149 155
273   270 3
513   468 45
819   150 669
352   298 54
845   184 661
795   185 610
593   823 -230
224   176 48
523   370 153
592   536 56
337   39 298
487   181 306
447   216 231
570   158 412
338   329 9
24   17 7
2,397   2,244 153
846   478 368
3,921   944 2,977
6,686   853 5,833
9,368   4,372 4,996
26   18 8
3,179   2,453 726
20,973   8,746 12,227
7,031   1,095 5,936
2,735   2,062 673
2,866   2,143 723
2,885   2,126 759
51,969   51,495 474
9,322   612 8,710
6,478   77 6,401
5,547   9,600 -4,053
4,001   4,740 -739
25   17 8
5,577   966 4,611
8,723   702 8,021
5,701   3,017 2,684
8,485   1,383 7,102
3,086   988 2,098
7,094   1,246 5,848
26   18 8
5,988   12,123 -6,135
4,947   3,616 1,331
1,349   795 554
26   17 9
1,918   3,033 -1,115
6,301   5,630 671
10,970   16,136 -5,166
2,862   9,380 -6,518
1,694   6,761 -5,067
1,136   567 569
9,734   11,106 -1,372
15,169   18,581 -3,412
24,785   15,100 9,685
22   13 9
14,060   15,360 -1,300
20,226   3,268 16,958
9,012   4,747 4,265
9,469   2,648 6,821
4,714   2,279 2,435
7,179   544 6,635
2,931   3,749 -818
10,933   3,097 7,836
5,650   2,777 2,873
5,703   2,772 2,931
26   15 11
3,889   5,944 -2,055
25   14 11
44,823   47,536 -2,713
11,412   3,744 7,668
13,447   13,630 -183
9,337   2,524 6,813
17,268   62 17,206
28   15 13
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      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
      34
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       14,595
b       84
c       -1,489
d       4,544
e       4,454
      13,004
      58
      24,201
      3,739
      1,266
      2,349
      4
      -30
      4
      1,470
      -294
      -2,607
      -13,966
      -1,913
      -173
      1
      6
      1,023
      1,006
      587
      782
      401
      -4
      899
      -130
      -328
      675
      21
      573
      186
      -3,362
      10
      34
      -203
      26
      637
      4,897
      155
      3
      45
      669
      54
      661
      610
      -230
      48
      153
      56
      298
      306
      231
      412
      9
      7
      153
      368
      2,977
      5,833
      4,996
      8
      726
      12,227
      5,936
      673
      723
      759
      474
      8,710
      6,401
      -4,053
      -739
      8
      4,611
      8,021
      2,684
      7,102
      2,098
      5,848
      8
      -6,135
      1,331
      554
      9
      -1,115
      671
      -5,166
      -6,518
      -5,067
      569
      -1,372
      -3,412
      9,685
      9
      -1,300
      16,958
      4,265
      6,821
      2,435
      6,635
      -818
      7,836
      2,873
      2,931
      11
      -2,055
      11
      -2,713
      7,668
      -183
      6,813
      17,206
      13
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 198,762
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 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 4,032
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 4,032
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 4,032
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 6,193
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,193
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 2,161
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax2,161 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
ME
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 2025 or the taxable year beginning in 2025? 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 instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website address  
14
The books are in care ofDEUTSCHE BANK TRUST CO NA Telephone no. (212) 250-2500

Located at1 COLUMBUS CIRCLE 18TH FLOORNEW YORKNY ZIP+410019
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
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)
 
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
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........
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
DEUTSCHE BANK TRUST COMPANY N A TRUSTEE
1 		60,646    
1 COLUMBUS CIRCLE 18TH FLOOR
NEW YORK,NY10019
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
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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
NONE
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  
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.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
5,207,921
b
Average of monthly cash balances.......................
1b
168,004
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
5,375,925
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
5,375,925
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
80,639
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,295,286
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
264,764
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
264,764
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
4,032
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,032
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
260,732
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
260,732
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
260,732
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, line 26, column (d) ..........
1a
261,781
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
261,781
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 260,732
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 11,477
b From 2021...... 0
c From 2022...... 51,009
d From 2023...... 51,692
e From 2024...... 25,659
f Total of lines 3a through e ........ 139,837
4Qualifying distributions for 2025 from Part
XI, line 4: $ 261,781
a Applied to 2024, but not more than line 2a 0
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 2025 distributable amount..... 260,732
e Remaining amount distributed out of corpus 1,049
5 Excess distributions carryover applied to 2025. 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 5 140,886
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		11,477
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		129,409
10 Analysis of line 9:
a Excess from 2021 .... 0
b Excess from 2022 .... 51,009
c Excess from 2023 .... 51,692
d Excess from 2024 .... 25,659
e Excess from 2025 .... 1,049
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
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

BATES COLLEGE

2 ANDREWS ROAD
LEWISTON,ME04240 		NONE   GENERAL SUPPORT 39,587

UNIVERSITY OF MAINE

TWO ALUMNI PLACE
ORONO,ME044695792 		NONE   GENERAL SUPPORT 118,762

COLBY COLLEGE

MAYFLOWER HILL
WATERVILLE,ME04901 		NONE   GENERAL SUPPORT 39,587

BOWDOIN COLLEGE

5400 COLLEGE STATION
BRUNSWICK,ME040118445 		NONE   GENERAL SUPPORT 39,587
Total ................................. 3a 237,523
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ........... 		         
4 Dividends and interest from securities ....     14 131,406  
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 ............ 		    18 198,762  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aPARTNERSHIP/S-CORP 		    1 2,532  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   332,700  
13Total. Add line 12, columns (b), (d), and (e)..................
13
332,700
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
AL BIRD EST UNIVERSITY OF MAINE ETAL
EIN:
13-6579662
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
AUDIT & ACCOUNTING FEES (ALLOC 2,596 2,596    

TY 2025 InvestmentsOtherSchedule2
Name:
AL BIRD EST UNIVERSITY OF MAINE ETAL
EIN:
13-6579662
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
437076102 HOME DEPOT INCTHE AT COST 2,624 13,764
67066G104 NVIDIA CORP AT COST 1,026 282,921
92345Y106 VERISK ANALYTICS INC AT COST 2,674 7,382
92826C839 VISA INC AT COST 3,255 29,109
032654105 ANALOG DEVICES INC AT COST 14,573 24,408
09260B630 BLACKROCK HIGH YIELD AT COST 139,523 140,770
29444U700 EQUINIX INC      
79466L302 SALESFORCE COM INC      
72703H101 PLANET FITNESS INC C AT COST 19,482 23,538
74340W103 PROLOGIS INC      
893641100 TRANSDIGM GROUP INC AT COST   11,969
89400J107 TRANSUNION AT COST 6,171 9,004
992904755 DBTC US SMALL CAPITA AT COST 246,854 270,566
037833100 APPLE INC AT COST 6,278 186,224
122017106 BURLINGTON STORES IN AT COST 5,674 13,287
22160K105 COSTCO WHOLESALE COR AT COST 1,170 12,935
252131107 DEXCOM INC AT COST 6,063 13,009
81762P102 SERVICENOW INC COM AT COST 5,158 26,808
992904649 DBTC TAXABLE INCOME AT COST 987,663 994,742
00724F101 ADOBE SYS INC COM      
02079K305 ALPHABET INC COM CL AT COST 3,212 87,014
025816109 AMERICAN EXPRESS CO AT COST 3,255 12,208
235851102 DANAHER CORP AT COST 8,312 14,193
45866F104 INTERCONTINENTAL EXC AT COST 2,994 11,337
594918104 MICROSOFT CORP AT COST 19,869 236,007
872590104 T MOBILE US INC COM      
883556102 THERMO FISHER SCIENT AT COST 4,710 23,757
L8681T102 SPOTIFY TECHNOLOGY S AT COST 7,699 30,778
02079K107 ALPHABET INC COM CL AT COST 2,357 64,015
64110L106 NETFLIX COM INC AT COST 6,384 25,878
922042874 VANGUARD FTSE EUROPE AT COST 243,098 371,228
031100100 AMETEK INC AT COST 1,199 17,657
46434G103 ISHARES CORE MSCI EM AT COST 322,595 418,982
871607107 SYNOPSYS INC COM AT COST 4,418 22,547
929160109 VULCAN MATERIALS CO AT COST 3,909 12,550
98978V103 ZOETIS INC AT COST 6,698 11,701
30303M102 FACEBOOK INC A COM AT COST 25,525 79,871
461202103 INTUIT INC AT COST 4,099 19,210
538034109 LIVE NATION ENTERTAI AT COST 4,811 15,818
550021109 LULULEMON ATHLETICA      
55273E640 MFS EMERGING MARKETS AT COST 352,410 344,119
743315103 PROGRESSIVE CORPTHE AT COST 3,481 22,317
023135106 AMAZON COM INC AT COST 7,437 105,716
30063P105 EXACT SCIENCES CORP AT COST 10,089 19,601
89531P105 TREX CO INC      
90353T100 UBER TECHNOLOGIES IN AT COST 10,382 23,614
038222105 APPLIED MATERIALS IN AT COST 4,547 19,531
268150109 DYNATRACE INC COM AT COST 15,744 16,166
46138B103 INVESCO DB COMMODITY      
18915M107 CLOUDFLARE INC CL A AT COST 7,558 17,744
57636Q104 MASTERCARD INC COM C AT COST 30,450 47,954
46120E602 INTUITIVE SURGICAL I AT COST 10,235 20,955
10316T104 BOX INC COM CLASS A      
4812A0672 JPMORGAN INTREPID EU AT COST 271,114 419,529
21036P108 CONSTELLATION BRANDS      
91324P102 UNITEDHEALTH GROUP I      
101137107 BOSTON SCIENTIFIC CO AT COST 13,679 24,791
22160N109 COSTAR GROUP INC AT COST 9,693 8,405
26142V105 DRAFTKINGS INC NEW C AT COST 8,432 9,373
40171V100 GUIDEWIRE SOFTWARE I AT COST 8,405 18,091
46434G822 ISHARES MSCI JAPAN E AT COST 192,101 234,065
74762E102 QUANTA SVCS INC      
771049103 ROBLOX CORP CL A AT COST 6,829 13,937
863667101 STRYKER CORP AT COST 18,034 22,143
98139A105 WORKIVA INC COM CL A      
11135F101 BROADCOM INC AT COST 65,042 105,214
12504L109 CBRE GROUP INC COM AT COST 9,732 11,577
20717M103 CONFLUENT INC CLASS AT COST 7,271 8,588
216648501 COOPER COS INC COM      
464285204 ISHARES GOLD TR ISHA AT COST 70,362 131,414
46429B598 ISHARES MSCI INDIA E      
532457108 ELI LILLY CO AT COST 16,907 24,718
60937P106 MONGODB INC COM CL A AT COST 12,749 18,886
615369105 MOODY S CORP AT COST 11,176 14,304
882508104 TEXAS INSTRUMENTS IN      
92532F100 VERTEX PHARMACEUTICA      
G1151C101 ACCENTURE PLC-CL A      
G29183103 EATON CORP PLC ORD AT COST 23,546 23,251
G8068L108 SHARKNINJA INC COM S AT COST 13,448 16,785
L44385109 GLOBANT SA COM      
M2682V108 CYBERARK SOFTWARE LT      
T9224W109 STEVANATO GROUP S P AT COST 9,531 6,298
032095101 AMPHENOL CORP AT COST 11,107 11,757
040413205 ARISTA NETWORKS INC AT COST 12,208 11,924
049468101 ATLASSIAN CORPORATIO AT COST 26,326 21,889
05464C101 AXON ENTERPRISE INC AT COST 13,366 10,223
093712107 BLOOM ENERGY CORP CO AT COST 6,611 4,258
099502106 BOOZ ALLEN HAMILTON AT COST 11,622 8,520
369604301 GENERAL ELEC CO AT COST 10,924 11,089
45784P101 INSULET CORP COM AT COST 9,801 9,096
485924104 KARMAN HLDGS INC COM AT COST 9,243 8,488
573874104 MARVELL TECHNOLOGY G AT COST 11,945 13,937
68389X105 ORACLE CORP AT COST 18,277 17,932
79589L106 SAMSARA INC COM CL A AT COST 6,105 5,105
833445109 SNOWFLAKE INC COM CL AT COST 11,241 9,213
92537N108 VERTIV HOLDINGS CO AT COST 9,821 13,285
946784105 WAYSTAR HLDG CORP CO AT COST 8,158 6,747

TY 2025 OtherDecreasesSchedule
Name:
AL BIRD EST UNIVERSITY OF MAINE ETAL
EIN:
13-6579662
Description Amount
CTF BOOK TAX ADJUSTMENT 4,021
CTF TIMING ADJUSTMENT 155
ROC ON CY SALES 27
PY RETURN OF CAPITAL ADJUSTMENT 60
COST BASIS / FINAL PARTNERSHIP ADJ 13,479


TY 2025 OtherExpensesSchedule
Name:
AL BIRD EST UNIVERSITY OF MAINE ETAL
EIN:
13-6579662
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - PROCEEDS 297 297   0
FROM PARTNERSHIP/S-CORP 67 67   0


TY 2025 OtherIncomeSchedule2
Name:
AL BIRD EST UNIVERSITY OF MAINE ETAL
EIN:
13-6579662
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FROM PARTNERSHIP/S-CORP 2,532 2,532  


TY 2025 OtherIncreasesSchedule
Name:
AL BIRD EST UNIVERSITY OF MAINE ETAL
EIN:
13-6579662
Description Amount
MUTUAL FUND TIMING ADJ 1,520
CTF FEE ADJUSTMENT 2,596
PARTNERSHIP SALE ADJUSTMENT 6,367


TY 2025 TaxesSchedule
Name:
AL BIRD EST UNIVERSITY OF MAINE ETAL
EIN:
13-6579662
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 1,424 1,424   0
FEDERAL ESTIMATES - PRINCIPAL 5,000 0   0
FOREIGN TAXES ON NONQUALIFIED 1,131 1,131   0