HALVORSEN FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
HALVORSEN FAMILY FOUNDATION (EIN 06-1603158)
Tax period
2017-12-01 to 2018-11-30
Filed
2019-06-04
IRS object ID
201921559349100772
Schema version
2017v2.3
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)
Return2019-06-04T15:54:18-05:00ReturnTs
Tax Period End2018-11-30TaxPeriodEndDt

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 Begin2017-12-01TaxPeriodBeginDt

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
Signature2019-05-30SignatureDt
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)
IP2019-05-30IPDt
IP Tm07:55:13IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6410079965079D3074AAD5C60F569B728853E432AtSubmissionCreationDeviceId
At Submission Filing Device IdE9C924457B5D275461852EC86B70A375E5271692AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$152,925,546FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,500ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$935InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$935InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$125,749NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$440,200GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$125,749CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$137,184TotalRevAndExpnssAmt
Total Net Invst Incm$126,684TotalNetInvstIncmAmt
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$10,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,250AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$10,500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,250TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$440,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$440,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$450,700TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,250TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$445,450TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$313,516ExcessRevenueOverExpensesAmt
Net Investment Income$121,434NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$22,974CashBOYAmt
Cash EOY$23,909CashEOYAmt
Cash EOYFMV$23,909CashEOYFMVAmt
Other Investments BOY$146,100,824OtherInvestmentsBOYAmt
Other Investments EOY$152,901,637OtherInvestmentsEOYAmt
Other Investments EOYFMV$152,901,637OtherInvestmentsEOYFMVAmt
Total Assets BOY$146,123,798TotalAssetsBOYAmt
Total Assets EOY$152,925,546TotalAssetsEOYAmt
Total Assets EOYFMV$152,925,546TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$146,123,798CapitalStockBOYAmt
Capital Stock EOY$152,925,546CapitalStockEOYAmt
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$146,123,798TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$152,925,546TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$146,123,798TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$152,925,546TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$146,123,798TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$313,516ExcessRevenueOverExpensesAmt
Other Increases$7,115,264OtherIncreasesAmt
Subtotal$152,925,546SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$152,925,546TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property28.099806 SHS VIKING GLOBAL EQUITIES III, LTD.PropertyDesc
How AcquiredPHowAcquiredCd
Acquired2014-12-01AcquiredDt
Sold2018-08-01SoldDt
Gross Sales Price$440,200GrossSalesPriceAmt
Cost Or Other Basis$314,451CostOrOtherBasisAmt
Gain Or Loss$125,749GainOrLossAmt
Gains Minus Excess Or Losses$125,749GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$125,749CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$5,550AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$130,462,650NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.000043DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,519AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$116,594,244NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000056DistributionYr2Rt
Adjusted Qlfy Distri Yr3$333,399AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$112,609,345NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.002961DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,351,123AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$38,632,909NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.164397DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,819,092AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$33,093,737NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.175837DistributionYr5Rt
Total Distribution0.343294TotalDistributionRt
Average Distribution0.068659AverageDistributionRt
Net Vl Noncharitable Assets$149,198,037NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$10,243,788AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,214NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$10,245,002AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$445,450QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,429InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,429SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,429TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,000EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$67EsPenaltyAmt
Overpayment$504OverpaymentAmt
Applied To ES Tax$504AppliedToESTaxAmt
Refund$0RefundAmt

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

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$151,446,727AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,361AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$151,470,088TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$151,470,088AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,272,051CashDeemedCharitableAmt
Net Vl Noncharitable Assets$149,198,037NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,459,902MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,459,902MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,429TaxBasedOnInvestmentIncomeAmt
Total Tax$2,429TotalTaxAmt
Distributable Before Adj$7,457,473DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,457,473DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,457,473DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$445,450ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$445,450QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$445,450AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,457,473DistributableAsAdjustedAmt
Undistributed Income PY$440,155UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$445,450QualifyingDistributionsAmt
Applied To Year1$440,155AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,295AppliedToCurrentYearAmt
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$7,452,178UndistributedIncomeCYAmt
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 Line1STANFORD UNIVERSITYBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1450 SERRA MALLAddressLine1Txt
CitySTANFORDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94305ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeEDUCATIONAL SUPPORTGrantOrContributionPurposeTxt
Amt$440,200Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$440,200TotalGrantOrContriPdDurYrAmt
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$935ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$125,749ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$126,684ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$126,684TotalIncomeProducingActyAmt

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$10,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$10,500Amt
Net Investment Income$5,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,250DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VIKING GLOBAL EQUITIES III, LTD.FMV$89,625,140$89,625,140
VIKING GLOBAL OPPORTUNITIES III, LTD.FMV$30,724,425$30,724,425
VIKING LONG FUND III, LTD.FMV$32,552,072$32,552,072

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/(LOSS)Desc
Amt$7,115,264Amt

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