HALVORSEN FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HALVORSEN FAMILY FOUNDATION (EIN 06-1603158)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-04-12
- IRS object ID
- 202421039349101412
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-12T11:25:08-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 EAST PUTNAM AVENUE SUITE 408 | AddressLine1Txt |
| City | OLD GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06870 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061603158 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HALVORSEN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O OLE ANDREAS HALVORSEN TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HALV | BusinessNameControlTxt |
| Phone | 2038635039 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VIKING 600 WASHINGTON BLVD 11TH F | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | OLE ANDREAS HALVORSEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2038635039 | PhoneNum |
| Signature | 2024-03-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | OLE | PersonFirstNm |
| Person Last | ANDREAS HALVORSEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS CARREIRA | PreparerPersonNm |
| PTIN | P01250834 | PTIN |
| Phone | 2039873660 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $265,562,093 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,093,450 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,824 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,824 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,368,989 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,368,989 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,368,989 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $15,475,263 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,381,813 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,700 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,750 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,750 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,500 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,595,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,595,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,608,500 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,608,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $866,763 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,381,813 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,020 | CashBOYAmt |
| Cash EOY | $133,793 | CashEOYAmt |
| Cash EOYFMV | $133,793 | CashEOYFMVAmt |
| Other Investments BOY | $235,270,046 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $265,428,300 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $265,428,300 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $235,306,066 | TotalAssetsBOYAmt |
| Total Assets EOY | $265,562,093 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $265,562,093 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $380,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $380,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $235,306,066 | CapitalStockBOYAmt |
| Capital Stock EOY | $265,182,093 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $235,306,066 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $265,182,093 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $235,306,066 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $265,562,093 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $235,306,066 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $866,763 | ExcessRevenueOverExpensesAmt |
| Other Increases | $29,009,264 | OtherIncreasesAmt |
| Subtotal | $265,182,093 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $265,182,093 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VIKING LONG FUND III LTD | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2015-01-01 | AcquiredDt |
| Sold | 2023-11-30 | SoldDt |
| Gross Sales Price | $13,368,989 | GrossSalesPriceAmt |
| Gain Or Loss | $13,368,989 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $13,368,989 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,368,989 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $186,007 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $186,007 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $186,007 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $453 | EsPenaltyAmt |
| Tax Due | $186,460 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | OLE ANDREAS HALVORSEN | IndividualWithBooksNm |
| Phone | 2038635039 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 WASHINGTON BLVD 11TH FL | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| OLE ANDREAS HALVORSEN | ||||||||
| 53 CONTENTMENT ISLAND ROAD | DARIEN | CT | 06820 | TRUSTEE | 0.30 | $0 | $0 | $0 |
| DIANE K HALVORSEN | ||||||||
| 53 CONTENTMENT ISLAND ROAD | DARIEN | CT | 06820 | TRUSTEE | 0.30 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS NOT INVOLVED IN ANY CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER IRC SECTION 501(C)(3). | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $140,157 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $238,491,964 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $238,632,121 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $238,632,121 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,579,482 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $235,052,639 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,752,632 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,752,632 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $186,007 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $186,007 | TotalTaxAmt |
| Distributable Before Adj | $11,566,625 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,566,625 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,566,625 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,608,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,608,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,566,625 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $14,155,149 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,608,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $14,155,149 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $453,351 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $11,113,274 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | OLE ANDREAS HALVORSEN | ContributingManagerNm |
| Contributing Manager | DIANE K HALVORSEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CONNECTICUT AUDUBON SOCIETY | |||||||||||
| 314 UNQUOWA ROAD | FAIRFIELD | CT | 06824 | NONE | PC | ENVIRONMENTAL INITIATIVES | $25,000 | ||||
| DARIEN COMMUNITY ASSOCIATION | |||||||||||
| 274 MIDDLESEX ROAD | DARIEN | CT | 06820 | NONE | PC | COMMUNITY INITIATIVES | $10,000 | ||||
| DARIEN EMS POST 53 INC | |||||||||||
| PO BOX 2066 | DARIEN | CT | 06820 | NONE | PC | MEDICAL SUPPORT | $10,000 | ||||
| DARIEN LIBRARY INC | |||||||||||
| 1441 POST ROAD | DARIEN | CT | 06820 | NONE | PC | LIBRARY SUPPORT | $10,000 | ||||
| GREEN MOUNTAIN VALLEY SCHOOL INC | |||||||||||
| 271 MOULTON ROAD | WAITSFIELD | VT | 05673 | NONE | PC | EDUCATIONAL SUPPORT | $50,000 | ||||
| GREENS LEDGE LIGHT PRESERVATION | |||||||||||
| PO BOX 43 | ROWAYTON | CT | 06853 | NONE | PC | PRESERVATION SUPPORT | $35,000 | ||||
| MASSACHUSETTS MUSEUM OF CONTEMPORARY ART FOUNDATION INC | |||||||||||
| 1040 MASS MOCA WAY | NORTH ADAMS | MA | 01247 | NONE | PC | ARTISTIC INITIATIVES | $10,000 | ||||
| NATIONAL NORDIC FOUNDATION | |||||||||||
| 143 LEXINGTON PARKWAY NORTH | SAINT PAUL | MN | 55104 | NONE | PC | ATHLETIC OPPORTUNITIES | $10,000 | ||||
| NENSA | |||||||||||
| 49 PINELAND DRIVE | NEW GLOUCESTER | ME | 04260 | NONE | PC | ATHLETIC OPPORTUNITIES | $10,000 | ||||
| NORAM | |||||||||||
| NONE | PC | GENERAL SUPPORT | $60,000 | RADHUSGATA 23B | OSLO | NO | 0158 | ||||
| STERLING AND FRANCINE CLARK ART INSTITUTE | |||||||||||
| 225 SOUTH STREET | WILLIAMSTOWN | MA | 01267 | NONE | PC | ARTISTIC INITIATIVES | $5,450,000 | ||||
| STOWE RESCUE SQUAD INC | |||||||||||
| PO BOX 291 | STOWE | VT | 05672 | NONE | PC | MEDICAL SUPPORT | $10,000 | ||||
| STOWE VOLUNTEER FIREFIGHTERS INC | |||||||||||
| PO BOX 1132 | STOWE | VT | 05672 | NONE | PC | GENERAL SUPPORT | $15,000 | ||||
| TEACHERS COLLEGE COLUMBIA UNIVERSITY | |||||||||||
| 525 WEST 120TH STREET BOX 30 | NEW YORK | NY | 10027 | NONE | PC | EDUCATIONAL SUPPORT | $100,000 | ||||
| THE HOSPITAL FOR SPECIAL SURGERY FUND INC | |||||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | MEDICAL SUPPORT | $100,000 | ||||
| THE MARITIME AQUARIUM AT NORWALK INC | |||||||||||
| 10 NORTH WATER STREET | SOUTH NORWALK | CT | 06854 | NONE | PC | EDUCATIONAL SUPPORT | $30,000 | ||||
| THE ROCKEFELLER UNIVERSITY | |||||||||||
| 1230 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | EDUCATIONAL SUPPORT | $150,000 | ||||
| WESTPORT RIVER WATERSHED ALLIANCE | |||||||||||
| 493 OLD COUNTRY ROAD | WESTPORT | MA | 02790 | NONE | PC | ENVIRONMENTAL INITIATIVES | $10,000 | ||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | NONE | PC | WILDLIFE CONSERVATION | $350,000 | ||||
| WILLIAMS COLLEGE | |||||||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | NONE | PC | EDUCATIONAL SUPPORT | $550,000 | ||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||||||
| 500 WESTCHESTER AVENUE | WEST HARRISON | NY | 10604 | NONE | PC | MEDICAL SUPPORT | $5,250,000 | ||||
| TROND BOLLES MINNEFOND | |||||||||||
| NONE | PC | GENERAL SUPPORT | $100,000 | DRONNING EUFEMIAS GATE 16 | OSLO | NO | 0191 | ||||
| US SKI & SNOWBOARD | |||||||||||
| 1 VICTORY LANE BOX 100 | PARK CITY | UT | 84060 | NONE | PC | ATHLETIC OPPORTUNITIES | $1,000,000 | ||||
| WEILL CORNELL MEDICINE | |||||||||||
| 1300 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | MEDICAL SUPPORT | $1,250,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,595,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,824 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $13,368,989 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $13,368,989 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $12,824 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,381,813 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | OLE ANDREAS HALVORSEN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 53 CONTENTMENT ISLAND ROAD | AddressLine1Txt |
| City | DARIEN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06820 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,093,450 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $8,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,700 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VIKING GLOBAL EQUITIES III, LTD. | FMV | $115,647,476 | $115,647,476 |
| VIKING GLOBAL OPPORTUNITIES III, LTD. | FMV | $127,257,808 | $127,257,808 |
| VIKING LONG FUND III, LTD. | FMV | $22,523,016 | $22,523,016 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEE | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $29,009,264 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES (VALUATION) | CategoryTxt |
| Amt | $4,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,750 | DisbursementsCharitablePrpsAmt |
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