HALVORSEN FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HALVORSEN FAMILY FOUNDATION (EIN 06-1603158)
Tax period
2019-12-01 to 2020-11-30
Filed
2021-10-14
IRS object ID
202102879349100945
Schema version
2019v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-10-14T14:40:17-05:00ReturnTs
Tax Period End2020-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331197384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ANDERSEN TAX LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11700 EAST PUTNAM AVENUE SUITE 408AddressLine1Txt
CityOLD GREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06870ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN061603158EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HALVORSEN FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O OLE ANDREAS HALVORSEN TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHALVBusinessNameControlTxt
Phone2038635039PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1VIKING GLOBAL INV- 55 RAILROAD AVEAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonOLE ANDREAS HALVORSENPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2038635039PhoneNum
Signature2021-10-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRIS CARREIRAPreparerPersonNm
PTINP01250834PTIN
Phone2039873660PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$247,485,930FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,134,171ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,922InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,922InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$7,138,093TotalRevAndExpnssAmt
Total Net Invst Incm$3,922TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$11,675AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,838AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,837AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$23,583TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$35,258TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,838TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,837TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,115,124ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,115,124ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,150,382TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,838TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,120,961TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$12,289ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$24,401CashBOYAmt
Cash EOY$12,112CashEOYAmt
Cash EOYFMV$12,112CashEOYFMVAmt
Other Investments BOY$184,697,820OtherInvestmentsBOYAmt
Other Investments EOY$247,473,818OtherInvestmentsEOYAmt
Other Investments EOYFMV$247,473,818OtherInvestmentsEOYFMVAmt
Total Assets BOY$184,722,221TotalAssetsBOYAmt
Total Assets EOY$247,485,930TotalAssetsEOYAmt
Total Assets EOYFMV$247,485,930TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$184,722,221CapitalStockBOYAmt
Capital Stock EOY$247,485,930CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$184,722,221TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$247,485,930TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$184,722,221TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$247,485,930TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$184,722,221TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$12,289ExcessRevenueOverExpensesAmt
Other Increases$62,775,998OtherIncreasesAmt
Subtotal$247,485,930SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$247,485,930TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,431,901AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$142,868,707NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052019DistributionYr1Rt
Adjusted Qlfy Distri Yr2$445,450AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$149,198,037NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.002986DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,550AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$130,462,650NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000043DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,519AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$116,594,244NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.000056DistributionYr4Rt
Adjusted Qlfy Distri Yr5$333,399AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$112,609,345NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.002961DistributionYr5Rt
Total Distribution0.058065TotalDistributionRt
Average Distribution0.011613AverageDistributionRt
Net Vl Noncharitable Assets$186,463,948NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$2,165,406AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,165,406AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,120,961QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$0TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksOLE ANDREAS HALVORSENIndividualWithBooksNm
Phone2038635039PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line155 RAILROAD AVENUEAddressLine1Txt
CityGREENWICHCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06830ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
OLE ANDREAS HALVORSEN
53 CONTENTMENT ISLAND ROADDARIENCT06820TRUSTEE0.30$0$0$0
DIANE K HALVORSEN
53 CONTENTMENT ISLAND ROADDARIENCT06820TRUSTEE0.30$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE 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$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,048AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$189,282,453FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$189,303,501TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$189,303,501AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,839,553CashDeemedCharitableAmt
Net Vl Noncharitable Assets$186,463,948NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,323,197MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,323,197MinimumInvestmentReturnAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$9,323,197DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$9,323,197DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$9,323,197DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,120,961ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$7,120,961QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$7,120,961AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,323,197DistributableAsAdjustedAmt
Undistributed Income PY$7,111,658UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$7,120,961QualifyingDistributionsAmt
Applied To Year1$7,111,658AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,303AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$9,313,894UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerOLE ANDREAS HALVORSENContributingManagerNm
Contributing ManagerDIANE K HALVORSENContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdProvince Or StateRecipientForeignAddress/ProvinceOrStateNm
WILLIAMS COLLEGE
75 PARK STREETWILLIAMSTOWNMA01267NONEPCEDUCATIONAL SUPPORT$3,711,565
STERLING AND FRANCINE CLARK INSTITUTE
225 SOUTH STREETWILLIAMSTOWNMA01267NONEPCARTISTIC INITIATIVES$2,120,000
NATIONAL NORDIC FOUNDATION
143 LEXINGTON PARKWAY NORTHST PAULMN55104NONEPCATHLETIC OPPORTUNITIES$25,000
THE NORWAY-AMERICA ASSOCIATION (NORAM)
NONEPCEDUCATIONAL SUPPORT$105,923RADHUSGATEN 23 BOSLONONO-0158
GUNNAR SONSTEBYS MINNEFOND
NONEPCGENERAL SUPPORT$139,890HAAKON VLLS GATE 1OSLONO0161
SHETLANDGRUPPENS STIFTELSE
NONEPCGENERAL SUPPORT$12,746C/O BERGENHUS FESTNINGKVARTERMESTERBOLIGENNO5035BERGEN
STANFORD UNIVERSITY - GSB
655 KNIGHT WAYSTANFORDCA94305NONEPCEDUCATIONAL SUPPORT$1,000,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,115,124TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,922ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$3,922ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$3,922TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonOLE ANDREAS HALVORSENContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line153 CONTENTMENT ISLAND ROADAddressLine1Txt
CityDARIENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06820ZIPCd
FieldValueIRS element (for citing)
Total Contributions$7,134,171TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$11,675Amt
Net Investment Income$5,838NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,837DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)

Address Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtProvince Or StateForeignAddress/ProvinceOrStateNm
THE NORWAY-AMERICA ASSOCIATION (NORAM)
RADHUSGATEN 23BOSLONONO-01582020-11-25$105,923EDUCATIONAL SUPPORT$105,923
GUNNAR SONSTEBYS MINNEFOND
HAAKON VLLS GATE 1OSLONO01612019-12-31$139,890GENERAL SUPPORT$139,890
SHETLANDGRUPPENS STIFTELSE
C/O BERGENHUS FESTNINGKVARTERMESTERBOLIGENNO50352020-05-15$12,746GENERAL SUPPORT$12,746BERGEN

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VIKING GLOBAL EQUITIES III, LTD.FMV$130,332,667$130,332,667
VIKING GLOBAL OPPORTUNITIES III, LTD.FMV$63,098,501$63,098,501
VIKING LONG FUND III, LTD.FMV$54,042,650$54,042,650

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/(LOSS)Desc
Amt$62,775,998Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$23,583Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.