HALVORSEN FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
HALVORSEN FAMILY FOUNDATION (EIN 06-1603158)
Tax period
2018-12-01 to 2019-11-30
Filed
2020-04-06
IRS object ID
202040979349100004
Schema version
2018v3.1
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)
Return2020-04-06T10:09:46-05:00ReturnTs
Tax Period End2019-11-30TaxPeriodEndDt

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 Begin2018-12-01TaxPeriodBeginDt

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
Signature2020-03-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRIS CARREIRAPreparerPersonNm
PTINP01250834PTIN
Phone2039873660PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.251.53.210IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-03-09IPDt
IP Tm10:09:53IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdA75112356B84B4E8C7763A44424704F1E39C9676AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-09-10 13:11:23ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$184,722,221FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$16,500ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$492InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$492InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,607,918NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,452,178GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,607,918CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,624,910TotalRevAndExpnssAmt
Total Net Invst Incm$2,608,410TotalNetInvstIncmAmt
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$11,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,750AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,750TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,750TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$7,452,178ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$7,452,178ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$7,468,678TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,750TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$7,457,928TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$4,843,768ExcessRevenueOverExpensesAmt
Net Investment Income$2,602,660NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$23,909CashBOYAmt
Cash EOY$24,401CashEOYAmt
Cash EOYFMV$24,401CashEOYFMVAmt
Other Investments BOY$152,901,637OtherInvestmentsBOYAmt
Other Investments EOY$184,697,820OtherInvestmentsEOYAmt
Other Investments EOYFMV$184,697,820OtherInvestmentsEOYFMVAmt
Total Assets BOY$152,925,546TotalAssetsBOYAmt
Total Assets EOY$184,722,221TotalAssetsEOYAmt
Total Assets EOYFMV$184,722,221TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$152,925,546CapitalStockBOYAmt
Capital Stock EOY$184,722,221CapitalStockEOYAmt
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$152,925,546TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$184,722,221TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$152,925,546TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$184,722,221TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$152,925,546TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$4,843,768ExcessRevenueOverExpensesAmt
Other Increases$36,640,443OtherIncreasesAmt
Subtotal$184,722,221SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$184,722,221TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property432.892083 SHS VIKING GLOBAL EQUITIES III, LTD.PropertyDesc
How AcquiredPHowAcquiredCd
Acquired2014-12-01AcquiredDt
Sold2019-11-01SoldDt
Gross Sales Price$7,452,178GrossSalesPriceAmt
Cost Or Other Basis$4,844,260CostOrOtherBasisAmt
Gain Or Loss$2,607,918GainOrLossAmt
Gains Minus Excess Or Losses$2,607,918GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,607,918CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$445,450AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$149,198,037NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.002986DistributionYr1Rt
Adjusted Qlfy Distri Yr2$5,550AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$130,462,650NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000043DistributionYr2Rt
Adjusted Qlfy Distri Yr3$6,519AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$116,594,244NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.000056DistributionYr3Rt
Adjusted Qlfy Distri Yr4$333,399AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$112,609,345NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.002961DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,351,123AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$38,632,909NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.164397DistributionYr5Rt
Total Distribution0.170443TotalDistributionRt
Average Distribution0.034089AverageDistributionRt
Net Vl Noncharitable Assets$142,868,707NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$4,870,251AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$26,027NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$4,896,278AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$7,457,928QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$26,027InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$26,027SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$26,027TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,444EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,444TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$23,583TaxDueAmt

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 Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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
500 HOLLOW TREE RIDGE ROADDARIENCT06820TRUSTEE0.30$0$0$0
DIANE K HALVORSEN
500 HOLLOW TREE RIDGE 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$24,161AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$145,020,212FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$145,044,373TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$145,044,373AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,175,666CashDeemedCharitableAmt
Net Vl Noncharitable Assets$142,868,707NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,143,435MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,143,435MinimumInvestmentReturnAmt
Tax Based On Investment Income$26,027TaxBasedOnInvestmentIncomeAmt
Total Tax$26,027TotalTaxAmt
Distributable Before Adj$7,117,408DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,117,408DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,117,408DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$7,457,928ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$7,457,928QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$26,027PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$7,431,901AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,117,408DistributableAsAdjustedAmt
Undistributed Income PY$7,452,178UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$7,457,928QualifyingDistributionsAmt
Applied To Year1$7,452,178AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,750AppliedToCurrentYearAmt
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$7,111,658UndistributedIncomeCYAmt
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

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAMS COLLEGEBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line175 PARK STREETAddressLine1Txt
CityWILLIAMSTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01267ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeEDUCATIONAL SUPPORTGrantOrContributionPurposeTxt
Amt$7,452,178Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$7,452,178TotalGrantOrContriPdDurYrAmt
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$492ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,607,918ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,608,410ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,608,410TotalIncomeProducingActyAmt

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 Line1500 HOLLOW TREE RIDGE ROADAddressLine1Txt
CityDARIENCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06820ZIPCd
FieldValueIRS element (for citing)
Total Contributions$16,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$11,500Amt
Net Investment Income$5,750NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,750DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VIKING GLOBAL EQUITIES III, LTD.FMV$98,273,430$98,273,430
VIKING GLOBAL OPPORTUNITIES III, LTD.FMV$47,051,051$47,051,051
VIKING LONG FUND III, LTD.FMV$39,373,339$39,373,339

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/(LOSS)Desc
Amt$36,640,443Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$5,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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