VIKING GLOBAL FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- VIKING GLOBAL FOUNDATION INC (EIN 90-0512778)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-07-29
- IRS object ID
- 201612119349100111
- Schema version
- 2015v2.1
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-07-29T13:45:16-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Madison Avenue | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900512778 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIKING GLOBAL FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O VIKING GLOBAL INVESTORS LP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % VIKING GLOBAL INVESTORS LP | InCareOfNm |
| Business Name Control | VIKI | BusinessNameControlTxt |
| Phone | 2038635039 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 RAILROAD AVENUE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH WAHAB | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2038635039 | PhoneNum |
| Signature | 2016-07-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA J PARELLO | PreparerPersonNm |
| PTIN | P01080295 | PTIN |
| Phone | 6464713000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,367,987 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,097,823 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,084,355 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,084,355 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,182,178 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,084,355 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $44,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $44,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $10,844 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $25,922 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $25,922 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,001 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,001 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $108,667 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $97,423 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,147,279 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,142,829 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,255,946 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,240,252 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$73,768 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,084,355 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $96,167 | CashBOYAmt |
| Cash EOY | $38,321 | CashEOYAmt |
| Cash EOYFMV | $38,321 | CashEOYFMVAmt |
| Pledges Rcvbl | $44,900 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $44,500 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $44,900 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $44,900 | PledgesRcvblEOYFMVAmt |
| Other Investments BOY | $4,018,192 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,284,766 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,284,766 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,158,859 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,367,987 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,367,987 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $44,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $44,900 | AccountsPayableEOYAmt |
| Grants Payable BOY | $22,517 | GrantsPayableBOYAmt |
| Grants Payable EOY | $450 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $33,106 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $21,494 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $100,123 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $66,844 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,058,736 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,301,143 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,058,736 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,301,143 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,158,859 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,367,987 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,058,736 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$73,768 | ExcessRevenueOverExpensesAmt |
| Other Increases | $715,888 | OtherIncreasesAmt |
| Subtotal | $4,700,856 | SubtotalAmt |
| Other Decreases | $1,399,713 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,301,143 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,515,474 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,559,231 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.332397 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,823,262 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,012,151 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.363768 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,023,967 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,373,022 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.190576 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $117,722 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,965,843 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.023706 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $125 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $205,208 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000609 | DistributionYr5Rt |
| Total Distribution | 0.911056 | TotalDistributionRt |
| Average Distribution | 0.182211 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,487,322 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $635,428 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,844 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $646,272 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,240,252 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $10,844 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,844 | SubtotalAmt |
| Tax Based On Investment Income | $10,844 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,387 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $12,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $22,887 | TotalPaymentsAndCreditsAmt |
| Overpayment | $12,043 | OverpaymentAmt |
| Applied To ES Tax | $12,043 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIKING GLOBAL INVESTORS LP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2038635039 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 RAILROAD AVENUE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| O ANDREAS HALVORSEN | ||||||||
| 55 RAILROAD AVENUE | GREENWICH | CT | 06830 | DIRECTOR | 0.06 | $0 | $0 | $0 |
| ERIC R KOMITEE | ||||||||
| 55 RAILROAD AVENUE | GREENWICH | CT | 06830 | SECRETARY | 0.06 | $0 | $0 | $0 |
| SCOTT ZINOBER | ||||||||
| 55 RAILROAD AVENUE | GREENWICH | CT | 06830 | DIRECTOR | 0.06 | $0 | $0 | $0 |
| ROSE SHABET | ||||||||
| 55 RAILROAD AVENUE | GREENWICH | CT | 06830 | DIRECTOR | 0.06 | $0 | $0 | $0 |
| PETER TRAPANI | ||||||||
| 55 RAILROAD AVENUE | GREENWICH | CT | 06830 | TREASURER | 0.06 | $0 | $0 | $0 |
| ELIZABETH WAHAB | ||||||||
| 55 RAILROAD AVENUE | GREENWICH | CT | 06830 | EXEC DIRECTOR/PRES | 5.4 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $37,864 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,502,564 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,540,428 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,540,428 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,106 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,487,322 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $174,366 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $174,366 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,844 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,844 | TotalTaxAmt |
| Distributable Before Adj | $163,522 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $4,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $167,522 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $167,522 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,240,252 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,240,252 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,844 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,229,408 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $167,522 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $619,191 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,581,744 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,305,762 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,506,697 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,240,252 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $167,522 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,072,730 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,579,427 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $5,579,427 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $619,191 | ExcessFromYear3Amt |
| Excess From Year2 | $1,581,744 | ExcessFromYear2Amt |
| Excess From Year1 | $1,305,762 | ExcessFromYear1Amt |
| Excess From Current Year | $2,072,730 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (159 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACTION FOR BRIDGEPORT COMMUNITY DEV-ABCD | ||||||||
| 1070 PARK AVENUE | BRIDGEPORT | CT | 066043400 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| ALEXS LEMONADE STAND FOUNDATION | ||||||||
| 333 E LANCASTER AVE 414 | WYNNEWOOD | PA | 190961929 | NONE | PC | GENERAL SUPPORT | $250 | |
| ALL HALLOWS HIGH SCHOOL | ||||||||
| 111 E 164TH STREET | BRONX | NY | 10452 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| ALL OUR KIN | ||||||||
| PO BOX 8744 | NEW HAVEN | CT | 06530 | NONE | PC | GENERAL SUPPORT | $202,000 | |
| ALZHEIMERS DISEASE ASSOCIATION INC | ||||||||
| 200 EXECUTIVE BLVD STE 4B | SOUTHINGTON | CT | 064891058 | NONE | PC | GENERAL SUPPORT | $126 | |
| ALZHEIMERS DRUG DISCOVERY FOUNDATION | ||||||||
| 57 WEST 57TH STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $2,000 | SUITE 904 |
| AMERICA NEEDS YOU | ||||||||
| 589 8TH AVENUE 5TH FL | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $250 | |
| AMERICAN CANCER SOCIETY INC | ||||||||
| 250 WILLIAMS ST 4TH FLR | ATLANTA | GA | 303031032 | NONE | PC | GENERAL SUPPORT | $200 | |
| AMERICAN HEART ASSOCIATION INC | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 752315129 | NONE | PC | GENERAL SUPPORT | $250 | |
| AMERICAN JEWISH WORLD SERVICE INC | ||||||||
| 45 W 36TH ST FL 10 | NEW YORK | NY | 100187641 | NONE | PC | GENERAL SUPPORT | $150 | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| 2025 E ST NW | WASHINGTON | DC | 200065009 | NONE | PC | GENERAL SUPPORT | $500 | |
| AMERICANS FOR OXFORD INC | ||||||||
| 500 5TH AVENUE FLOOR 32 | NEW YORK | NY | 101103299 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| AMERICARES FOUNDATION INC | ||||||||
| 88 HAMILTON AVE | STAMFORD | CT | 069023111 | NONE | PC | GENERAL SUPPORT | $1,100 | |
| AMIGOS DE LAS AMERICAS | ||||||||
| 511 W 44TH ST APT 15H | NEW YORK | NY | 100364176 | NONE | PC | GENERAL SUPPORT | $100 | |
| AMYOTROPHIC LATERAL SCLEROSIS ASSN | ||||||||
| 1275 K STREET NW SUITE 250 | WASHINGTON | DC | 200054083 | NONE | PC | GENERAL SUPPORT | $100 | |
| APEX FOR YOUTH INC | ||||||||
| 80 MAIDEN LN FL 1102 | NEW YORK | NY | 100384729 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| BABY BUGGY INC | ||||||||
| 306 W 37TH STREET FL 8 | NEW YORK | NY | 100182488 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| BALLET THEATRE FOUNDATION INC | ||||||||
| 890 BROADWAY FL 3 | NEW YORK | NY | 100031211 | NONE | PC | GENERAL SUPPORT | $2,808 | |
| BAPS CHARITIES INC | ||||||||
| 81 SUTTONS LN | PISCATAWAY | NJ | 088545723 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| BEGINNING WITH CHILDREN FOUNDATION INC | ||||||||
| 575 LEXINGTON AVE FL 33 | NEW YORK | NY | 100226156 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| BISHOP MCDEVITT HIGH SCHOOL | ||||||||
| 125 ROYAL AVENUE | WYNCOTE | PA | 19095 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| BLOOMS SYNDROME ASSOCIATION INC | ||||||||
| PO BOX 727 | HANOVER | NH | 037550727 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| BOWDOIN COLLEGE | ||||||||
| 3530 COLLEGE STA | BRUNSWICK | ME | 040118426 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| BOWERY RESIDENTS COMMITTEE INC | ||||||||
| 131 W 25TH STREET 12TH FLOOR | NEW YORK | NY | 100017207 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| BOYS AND GIRLS CLUB OF STAMFORD | ||||||||
| 347 STILWATER AVENUE | STAMFORD | CT | 06902 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| BREAST CANCER RESEARCH FOUNDATION | ||||||||
| 60 EAST 56TH STREET | NEW YORK | NY | 100223204 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| BRIDGEPORT RESCUE MISSION INC | ||||||||
| 1088 FAIRFIELD AVE | BRIDGEPORT | CT | 066051116 | NONE | PC | GENERAL SUPPORT | $750 | |
| BROADWAY HOUSING | ||||||||
| 583 RIVERSIDE DRIVE | NEW YORK | NY | 100318346 | NONE | PC | GENERAL SUPPORT | $150,000 | |
| BROOKLYN KINDERGARTEN SOCIETY | ||||||||
| 57 WILLOUGHBY ST FL 4 | BROOKLYN | NY | 112015290 | NONE | PC | GENERAL SUPPORT | $175,000 | |
| BROWN LEDGE FOUNDATION INC | ||||||||
| 25 WILSON STREET | BURLINGTON | VT | 054013352 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| BUCKHEAD CHRISTIAN MINISTRY INC | ||||||||
| 2847 PIEDMONT RD NE | ATLANTA | GA | 303052767 | NONE | PC | GENERAL SUPPORT | $100 | |
| BUCKNELL UNIVERSITY | ||||||||
| 1 DENT DRIVE FINANCE OFFICE | LEWISBURG | PA | 178372005 | NONE | PC | GENERAL SUPPORT | $100 | |
| BYRAM HILLS EDUCATION FOUNDATION INC | ||||||||
| PO BOX 872 | ARMONK | NY | 105040872 | NONE | PC | GENERAL SUPPORT | $300 | |
| CAPE COD CHARITABLE FUNRAISERS | ||||||||
| PO BOX 362 | CENTERVILLE | MA | 026320362 | NONE | PC | GENERAL SUPPORT | $200 | |
| CATSKILL ANIMAL SANCTUARY INC | ||||||||
| 316 OLD STAGE RD | SAUGERTIES | NY | 124774453 | NONE | PC | GENERAL SUPPORT | $100 | |
| CHILD FIRST | ||||||||
| 917 BRIDGEPORT AVE | SHELTON | CT | 06484 | NONE | PC | GENERAL SUPPORT | $142,000 | |
| CHILD GUIDANCE CENTER OF SO CT | ||||||||
| 196 GREYROCK PLACE | STAMFORD | CT | 06901 | NONE | PC | GENERAL SUPPORT | $5,550 | |
| CHILD GUIDANCE CENTER OF SOUTHERN CT | ||||||||
| 103 W BROAD STREET | STAMFORD | CT | 06902 | NONE | PC | GENERAL SUPPORT | $155,000 | |
| CHILDREN OF FALLEN PATRIOTS FOUNDATION | ||||||||
| 419 3RD ST N | JAX BCH | FL | 322507028 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CHURCH OF ST PIUS X | ||||||||
| 91 SECOR ROAD | SCARSDALE | NY | 10583 | NONE | PC | GENERAL SUPPORT | $4,500 | |
| COLLEGE OF ST FRANCIS XAVIER | ||||||||
| 30 W 16TH ST | NEW YORK | NY | 100116302 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| COMMUNITY OUTREACH SERVICES INC | ||||||||
| 199 6TH AVE | PATERSON | NJ | 075010000 | NONE | PC | GENERAL SUPPORT | $4,663 | |
| COMMUNITY PARTNERS | ||||||||
| 1000 N ALAMEDA ST SUITE 240 | LOS ANGELES | CA | 900121804 | NONE | PC | GENERAL SUPPORT | $500 | |
| CONNECTICUT FOOD BANK INC | ||||||||
| 150 BRADLEY STREET | EAST HAVEN | CT | 065121407 | NONE | PC | GENERAL SUPPORT | $240 | |
| CROHNS & COLITIS FOUNDATION OF AMERICA | ||||||||
| 386 PARK AVE S FL 17 | NEW YORK | NY | 100168804 | NONE | PC | GENERAL SUPPORT | $250 | |
| CT COUNCIL FOR PHILANTHROPY | ||||||||
| 221 MAIN STREET | HARTFORD | CT | 06106 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 6931 ARLINGTON ROAD | BETHESDA | MD | 20814 | NONE | PC | GENERAL SUPPORT | $1,000 | 2ND FLOOR |
| DIRECT RELIEF INTERNATIONAL | ||||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | NONE | PC | GENERAL SUPPORT | $300 | |
| DOCTORS WITHOUT BORDERS USA INC | ||||||||
| 333 7TH AVE FLOOR 2 | NEW YORK | NY | 100015029 | NONE | PC | GENERAL SUPPORT | $5,250 | |
| DOE FUND INC | ||||||||
| 345 EAST 102 ST 3RD FLOOR | NEW YORK | NY | 100295611 | NONE | PC | GENERAL SUPPORT | $500 | |
| ENVIRONMENTAL WORKING GROUP | ||||||||
| 1436 U ST NW STE 100 | WASHINGTON | DC | 200093987 | NONE | PC | GENERAL SUPPORT | $150 | |
| ESPERANZA INTERNATIONAL FOUNDATION | ||||||||
| 13219 NE 20TH ST STE 208 | BELLEVUE | WA | 980052149 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| EVEN GROUND INC | ||||||||
| 394 BROADWAY 5TH FL | NEW YORK | NY | 10013 | NONE | PC | GENERAL SUPPORT | $13,000 | |
| EVERY MOTHER COUNTS | ||||||||
| 180 VARICK ST RM 1116 | NEW YORK | NY | 100145434 | NONE | PC | GENERAL SUPPORT | $200 | |
| FAMILY CENTERS INC | ||||||||
| PO BOX 7550 | GREENWICH | CT | 068367550 | NONE | PC | GENERAL SUPPORT | $155,100 | |
| FINANCIAL COMMUNICATIONS SOCIETY | ||||||||
| 220 EAST 23RD STREET | NEW YORK | NY | 100104606 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| FIRSTSTEPNYC | ||||||||
| 225 NEWPORT STREET | BROOKLYN | NY | 11212 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| FOOD BANK LOWER FAIRFIELD COUNTY | ||||||||
| 461 GLENBROOK ROAD | STAMFORD | CT | 069061820 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| FOUNDATION OF BINGHAMTON UNIVERSITY | ||||||||
| PO BOX 6005 | BINGHAMTON | NY | 139026005 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| FRIENDS OF THE EDITH WHEELER LIBRARY | ||||||||
| 733 MONROE TPKE | MONROE | CT | 064682359 | NONE | PC | GENERAL SUPPORT | $240 | |
| FRIENDS OF WHEELS | ||||||||
| 511 W 182ND ST 4TH FLR | NEW YORK | NY | 100335107 | NONE | PC | GENERAL SUPPORT | $100 | |
| FRIENDS OF WSHU PUBLIC RADIO GROUP INC | ||||||||
| 39 LONG LOTS RD | WESTPORT | CT | 068803828 | NONE | PC | GENERAL SUPPORT | $200 | |
| FUND FOR THE CITY OF NEW YORK | ||||||||
| 121 SIXTH AVENUE | NEW YORK | NY | 100130000 | NONE | PC | GENERAL SUPPORT | $150,000 | |
| GARDEN CITY HISTORICAL SOCIETY | ||||||||
| PO BOX 179 | GARDEN CITY | NY | 115300179 | NONE | PC | GENERAL SUPPORT | $100 | |
| GEORGETOWN UNIVERSITY | ||||||||
| 37TH AND O STREETS NW | WASHINGTON | DC | 200570001 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| GLOBAL HUNGER PROJECT | ||||||||
| 59 UNION SQUARE | NEW YORK | NY | 100030000 | NONE | PC | GENERAL SUPPORT | $500 | |
| GRACE PRESBYTERIAN CHURCH | ||||||||
| 1225 MONTAUK HIGHWAY | WATER MILL | NY | 119762629 | NONE | PC | GENERAL SUPPORT | $360 | |
| GRAND ST SETTLEMENT | ||||||||
| 80 PITT STREET | NEW YORK | NY | 100023516 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| GREENWICH CATHOLIC SCHOOL | ||||||||
| 471 NORTH ST | GREENWICH | CT | 068303949 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| HARVARD VARSITY CLUB INC | ||||||||
| 65 N HARVARD ST | BOSTON | MA | 021631010 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| HEARING HEALTH FOUNDATION | ||||||||
| 363 7TH AVE FL 10 | NEW YORK | NY | 100013904 | NONE | PC | GENERAL SUPPORT | $500 | |
| HIAS INC | ||||||||
| 333 7TH AVENUE NO 16 FL | NEW YORK | NY | 100015004 | NONE | PC | GENERAL SUPPORT | $120 | |
| HILLSBOROUGH SCHOOLS FOUNDATION | ||||||||
| 300 EL CERRITO AVE | HILLSBOROUGH | CA | 940106818 | NONE | PC | GENERAL SUPPORT | $2,300 | |
| HOLE IN THE WALL GANG FUND INC | ||||||||
| 555 LONG WHART DR | NEW HAVEN | CT | 065116107 | NONE | PC | GENERAL SUPPORT | $350 | |
| HOPE FOR NEW YORK | ||||||||
| 1359 BROADWAY RM 410 | NEW YORK | NY | 100187823 | NONE | PC | GENERAL SUPPORT | $185 | |
| HUDSON GUILD | ||||||||
| 441 WEST 26TH ST 2ND FL | NEW YORK | NY | 100015629 | NONE | PC | GENERAL SUPPORT | $187,500 | |
| HUDSON RIVER COMMUNITY SAILING | ||||||||
| PO BOX 20677 | NEW YORK | NY | 100110012 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| HUMANE SOCIETY OF THE UNITED STATES | ||||||||
| 2100 L STREET NW | WASHINGTON | DC | 200371525 | NONE | PC | GENERAL SUPPORT | $350 | |
| INDIAN ASSEMBLY OF GOD | ||||||||
| 204 MCLEAN AVE | YONKERS | NY | 107054420 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| INTEGRAL HEART FOUNDATION | ||||||||
| 1649 BLAINE AVE | SALT LAKE CTY | UT | 841053802 | NONE | PC | GENERAL SUPPORT | $180 | |
| JAPAN SOCIETY INC | ||||||||
| 33 E 47TH ST | NEW YORK | NY | 100172313 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| JDRF INTERNATIONAL | ||||||||
| 26 BROADWAY FL 14 | NEW YORK | NY | 100041838 | NONE | PC | GENERAL SUPPORT | $100 | |
| JUNIOR ACHIEVEMENT OF SW CT | ||||||||
| 200 CONNECTICUT AVE | NORWALK | CT | 068541940 | NONE | PC | GENERAL SUPPORT | $100 | |
| KABOOM | ||||||||
| 4301 CONNECTICUT AVENUE STE ML-1 | WASHINGTON | DC | 20008 | NONE | PC | GENERAL SUPPORT | $87,000 | |
| KIDS IN CRISIS | ||||||||
| ONE SALEM STREET | COS COB | CT | 06807 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 1311 MAMARONEK AVE | WHITE PLAINS | NY | 106055221 | NONE | PC | GENERAL SUPPORT | $750 | |
| LOVETT SCHOOL | ||||||||
| 4075 PACES FERRY ROAD NE | ATLANTA | GA | 303270000 | NONE | PC | GENERAL SUPPORT | $100 | |
| LUNGEVITY FOUNDATION | ||||||||
| 218 S WABASH AVE STE 540 | CHICAGO | IL | 606042316 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| LUTHERAN WORLD RELIEF INC | ||||||||
| 700 LIGHT STREET | BALTIMORE | MD | 212303850 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MADISON SQUARE BOYS & GIRLS CLUB | ||||||||
| 733 THIRD AVENUE | NEW YORK | NY | 100173204 | NONE | PC | GENERAL SUPPORT | $1,000 | 2ND FLOOR |
| MAKE-A-WISH FOUNDATION OF AMERICA | ||||||||
| 4742 N 24TH STREET STE 400 | PHOENIX | AZ | 850164862 | NONE | PC | GENERAL SUPPORT | $562 | |
| MAKE-A-WISH FOUNDATION OF CT INC | ||||||||
| 126 MONROE TURNPIKE | TRUMBULL | CT | 066111300 | NONE | PC | GENERAL SUPPORT | $375 | |
| MAX S LOVE PROJECT INC | ||||||||
| PO BOX 105 | TUSTIN | CA | 927810105 | NONE | PC | GENERAL SUPPORT | $275 | |
| MAYOR'S FUND TO ADVANCE NYC | ||||||||
| 253 BROADWAY | NEW YORK | NY | 10007 | NONE | PC | GENERAL SUPPORT | $150 | 8TH FLOOR |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 633 3RD AVE REAR 6 | NEW YORK | NY | 100176719 | NONE | PC | GENERAL SUPPORT | $500 | |
| MERCATUS CENTER INC | ||||||||
| 3434 WASHINGTON BLVD 4TH FL | ARLINGTON | VA | 222014508 | NONE | PC | GENERAL SUPPORT | $500 | |
| MILTON ACADEMY | ||||||||
| 170 CENTRE ST | MILTON | MA | 021863338 | NONE | PC | GENERAL SUPPORT | $1,798 | |
| NANTUCKET COMMUNITY SAILING INC | ||||||||
| 4 WINTER ST | NANTUCKET | MA | 025543638 | NONE | PC | GENERAL SUPPORT | $375 | |
| NARSAD RESEARCH INSTITUTE INC | ||||||||
| 90 PARK AVENUE FLOOR 16 | NEW YORK | NY | 100161301 | NONE | SO I | GENERAL SUPPORT | $1,000 | |
| NATIONAL KIDNEY FOUNDATION INC | ||||||||
| 30 EAST 33RD STREET | NEW YORK | NY | 100165337 | NONE | PC | GENERAL SUPPORT | $100 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 733 3RD AVE FL 3 | NEW YORK | NY | 100173211 | NONE | PC | GENERAL SUPPORT | $300 | |
| NAVY SEAL FOUNDATION INC | ||||||||
| 1619 D ST | VIRGINIA BCH | VA | 234558407 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| NEW BEGINNINGS COMMUNITY CHURCH INC | ||||||||
| 65 TOKENEKE RD | DARIEN | CT | 068204611 | NONE | PC | GENERAL SUPPORT | $600 | |
| NEW BEGINNINGS FAMILY ACADEMY | ||||||||
| 184 GARDEN STREET | BRIDEGPORT | CT | 066051213 | NONE | PC | GENERAL SUPPORT | $4,000 | |
| NEW CANAAN COUNTRY SCHOOL | ||||||||
| 635 FROGTOWN ROAD | NEW CANAAN | CT | 068400997 | NONE | PC | GENERAL SUPPORT | $250 | |
| NEW ENGLAND NORDIC SKI ASSOCIATION | ||||||||
| 49 PINELAND DRIVE SUITE 301 A | NEW GLOUCESTER | ME | 042605132 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| NEW YORK CITY MASTER CHORALE | ||||||||
| 511 AVENUE OF THE AMERICAS STE 74 | NEW YORK | NY | 100118436 | NONE | PC | GENERAL SUPPORT | $250 | |
| NEW YORK PRESBYTERIAN HOSPITAL | ||||||||
| 654 WEST 170TH STREET | NEW YORK | NY | 10032 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| NEW YORK PUBLIC RADIO | ||||||||
| 160 VARICK STREET FLOOR 7 | NEW YORK | NY | 100131270 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| NORWALK PTO COUNCIL INC | ||||||||
| 125 EAST AVE | NORWALK | CT | 068515702 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| NY COMMON PANTRY (NYCP) | ||||||||
| 8 EAST 109TH STREET | NEW YORK | NY | 100293402 | NONE | PC | GENERAL SUPPORT | $3,000 | |
| NYLIBRARY ASTOR LENOX & TILDEN FOUNDATION | ||||||||
| 445 FIFTH AVENUE | NEW YORK | NY | 100160133 | NONE | PC | GENERAL SUPPORT | $600 | |
| OUR LADY OF GRACE SCHOOL AND CENTER | ||||||||
| 29 SHELTER ROCK RD | MANHASSET | NY | 110303903 | NONE | PC | GENERAL SUPPORT | $2,100 | |
| OXFAM-AMERICA INC | ||||||||
| 226 CAUSEWAY ST | BROADWAY | MA | 021142171 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| PARENT CHILD HOME PROGRAM | ||||||||
| 1415 KELLEUM PLACE | GARDEN CITY | NY | 115301690 | NONE | PC | GENERAL SUPPORT | $200,000 | STE 101 |
| PARTNERS IN HEALTH | ||||||||
| 888 COMMONWEALTH AVE | BOSTON | MA | 022151205 | NONE | PC | GENERAL SUPPORT | $500 | |
| PATTISONS D R E A M ACADEMY | ||||||||
| 2383 HIGHWAY 41 STE 101 | MT PLEASANT | SC | 294662447 | NONE | PC | GENERAL SUPPORT | $200 | |
| PENNSYLVANIA RTC | ||||||||
| 235 S 33RD ST SUITE 2 | PHILADELPHIA | PA | 191046322 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| POLYTECHNIC INSTITUTE OF NYU | ||||||||
| 6 METROTECH CENTER | BROOKLYN | NY | 112013840 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| PREP FOR PREP | ||||||||
| 328 WEST 71ST STREET | NEW YORK | NY | 10023 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| PRESIDENT & FELLOWS OF HARVARD COLLEGE | ||||||||
| 124 MOUNT AUBURN STREET | CAMBRIDGE | MA | 021385366 | NONE | PC | GENERAL SUPPORT | $3,200 | |
| PRESIDENT & FELLOWS OF MIDDLEBURY | ||||||||
| 161 ADIRONDACK VIEW | MIDDLEBURY | VT | 057530000 | NONE | PC | GENERAL SUPPORT | $3,750 | |
| PROVIDENCE COLLEGE | ||||||||
| 549 RIVER AVE | PROVIDENCE | RI | 029187000 | NONE | PC | GENERAL SUPPORT | $7,000 | |
| RANDOLPH-MACON COLLEGE | ||||||||
| PO BOX 5005 | ASHLAND | VA | 230055505 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| REACH OUT AND READ | ||||||||
| 89 SOUTH STREET | BOSTON | MA | 02111 | NONE | PC | GENERAL SUPPORT | $116,000 | SUITE 201 |
| REBUILDING TOGETHER-SARATOGA COUNTY | ||||||||
| 267 BALLARD ROAD SUITE 4 | WILTON | NY | 128311357 | NONE | PC | GENERAL SUPPORT | $100 | |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||
| 3003 S STATE ST G395 | ANN ARBOR | MI | 481091276 | NONE | PC | GENERAL SUPPORT | $2,100 | |
| REGINA COELI ACADEMY | ||||||||
| 1525 MARIAN ROAD | ABINGTON | PA | 190010000 | NONE | PC | GENERAL SUPPORT | $500 | |
| RESEARCH FOUNDATION OF CUNY | ||||||||
| 205 E 42ND ST 9TH FL | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| RESONANZ | ||||||||
| 8600 TYLER BLVD SUITE 1834 | MENTOR | OH | 44060 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| SAINT CATHERINE OF SIENA SCHOOL | ||||||||
| 190 SHELTON ROAD | TUMBULL | CT | 06611 | NONE | PC | GENERAL SUPPORT | $467 | |
| SAVE THE CHILDREN | ||||||||
| 54 WILTON ROAD | WESTPORT | CT | 06880 | NONE | PC | GENERAL SUPPORT | $350 | |
| SHOTOKAN KARATE OF AMERICA INC | ||||||||
| 222 S HEWITT STREET 7 | LOS ANGELES | CA | 900124309 | NONE | PC | GENERAL SUPPORT | $200 | |
| SMILE TRAIN INC | ||||||||
| 41 MADISON AVE 28TH FL | NEW YORK | NY | 100102202 | NONE | PC | GENERAL SUPPORT | $600 | |
| ST FRANCIS COLLEGE | ||||||||
| 180 REMSEN ST | BROOKLYN | NY | 112014305 | NONE | PC | GENERAL SUPPORT | $3,900 | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | ||||||||
| 262 DANNY THOMAS PL MSC 512 | MEMPHIS | TN | 381053678 | NONE | PC | GENERAL SUPPORT | $350 | |
| ST STEPHEN OF HUNGARY ELEMENTARY SCHOOL | ||||||||
| 414 E 82ND STREET | NEW YORK | NY | 100285902 | NONE | PC | GENERAL SUPPORT | $1,350 | |
| STANFORD UNIVERSITY BOARD OF TRUSTEES | ||||||||
| 3145 PORTER DR | PALO ALTO | CA | 943041234 | NONE | PC | GENERAL SUPPORT | $200 | |
| TEXAS TECH FOUNDATION INC | ||||||||
| PO BOX 41102 | LUBBOCK | TX | 794091102 | NONE | PC | GENERAL SUPPORT | $500 | |
| THE CHILDRENS AID SOCIETY | ||||||||
| 105 EAST 22ND STREET | NEW YORK | NY | 100105413 | NONE | PC | GENERAL SUPPORT | $500 | |
| THE JOHNS HOPKINS HOSPITAL | ||||||||
| 3910 KESWICK RD S BLDG 4TH FL STE 4 | BALTIMORE | MD | 212112226 | NONE | PC | GENERAL SUPPORT | $325 | |
| THE WESTMINSTER SCHOOLS | ||||||||
| 1424 W PACES FERRY ROAD NW | ATLANTA | GA | 303272428 | NONE | PC | GENERAL SUPPORT | $100 | |
| TRUSTEES OF DARTMOUTH COLLEGE | ||||||||
| 7 LEBANON ST STE 307 | HANOVER | NH | 037552112 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| TRUSTEES OF DEERFIELD ACADEMY | ||||||||
| PO BOX 87 | DEERFIELD | MA | 013420087 | NONE | PC | GENERAL SUPPORT | $1,250 | |
| TRUSTEES OF UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3900 WALNUT ST | PHILADELPHIA | PA | 191046138 | NONE | PC | GENERAL SUPPORT | $9,300 | |
| UNDER THE ACACIA | ||||||||
| 500 E 77TH ST 2022 | NEW YORK | NY | 10162 | NONE | PC | GENERAL SUPPORT | $500 | |
| UNITED WAY OF LEE COUNTY INC | ||||||||
| 7273 CONCOURSE DR | FORT MYERS | FL | 339082604 | NONE | PC | GENERAL SUPPORT | $500 | |
| UNITED WAY OF NEW YORK CITY | ||||||||
| 205 E 42ND ST FL 12 | NEW YORK | NY | 100175738 | NONE | PC | GENERAL SUPPORT | $3,600 | |
| UNIVERSITY OF NOTRE DAME DU LAC | ||||||||
| 731 GRACE HALL | NOTRE DAME | IN | 465565612 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| US SOCCER FEDERATION FOUNDATION INC | ||||||||
| 1211 CONNECTICUT AVE NW STE 500 | WASHINGTON | DC | 200362706 | NONE | PC | GENERAL SUPPORT | $2,700 | |
| VHL FAMILY ALLIANCE | ||||||||
| 2001 BEACON STREET SUITE 208 | BOSTON | MA | 021357787 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| WATCHTOWER BIBLE AND TRACT SOCIETY OF NY | ||||||||
| 25 COLUMBIA HTS | BROOKLYN | NY | 112011300 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| WE ARE FAMILY FOUNDATION | ||||||||
| PO BOX 1352 | NEW YORK | NY | 100180019 | NONE | PC | GENERAL SUPPORT | $1,000 | MIDTOWN STATION |
| WILLIAMS COLLEGE | ||||||||
| 100 SPRING ST STE 101 | WILLIAMSTOWN | MA | 012673187 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| YALE UNIVERSITY | ||||||||
| PO BOX 208239 | NEW HAVEN | CT | 065208239 | NONE | PC | GENERAL SUPPORT | $500 | |
| YESHIVA GEDOLAH OF THE FIVE TOWNS INC | ||||||||
| PO BOX 396 | WOODMERE | NY | 115980396 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| YMCA OF ATHENS GEORGIA | ||||||||
| 915 HAWTHRONE AVENUE | ATHENS | GA | 306062158 | NONE | PC | GENERAL SUPPORT | $250 | |
| ZERO TO THREE | ||||||||
| 1255 23RD STREET NW | WASHINGTON | DC | 200371125 | NONE | PC | GENERAL SUPPORT | $5,000 | SUITE 350 |
| ZONE 126 INC | ||||||||
| 31-10 23RD STREET | ASTORIA | NY | 111064585 | NONE | PC | GENERAL SUPPORT | $180 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,142,829 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW YORK CITY BALLET INC | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAVID H KOCH THEATER | AddressLine1Txt |
| Address Line2 | 20 LINCOLN CENTER PLAZA | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $450 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $450 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,084,355 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,084,355 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,084,355 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | VIKING GLOBAL INVESTORS LP | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 RAILROAD AVENUE | AddressLine1Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,097,823 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER ACCOUNTING FEES | CategoryTxt |
| Amt | $44,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $44,500 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VIKING GLOBAL EQU. III, LTD. | FMV | $2,633,438 | $2,633,438 |
| VIKING LONG FUND III, LTD. | FMV | $651,328 | $651,328 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| EMPLOYEE CONTRIBUTED SERVICES | $660,932 |
| CONTRIBUTED SUPPORT | $41,000 |
| UNREALIZED DEPRECIATION ON INVESTMENTS | $697,781 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OUTSIDE CONTRACT SERVICES | $1,000 | $0 | $0 | $1,000 |
| BOOKS & SUBSCRIPTIONS | $19,236 | $0 | $0 | $19,236 |
| LICENSES,PERMITS & FILING FEES | $584 | $0 | $0 | $584 |
| INSURANCE FEES | $4,920 | $0 | $0 | $4,920 |
| OTHER MISC FEE | $1,261 | $0 | $0 | $1,261 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| EMPLOYEE CONTRIBUTED SERVICES | $660,932 |
| CONTRIBUTED SUPPORT | $41,000 |
| DEFERRED FEDERAL EXCISE TAX | $13,956 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EXCISE TAX PAYABLE | $2,113 | $457 |
| DEFERRED EXCISE TAX LIABILITY | $30,993 | $17,037 |
| DUE TO RELATED PARTY | $0 | $4,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX PROVISION | CategoryTxt |
| Amt | $10,844 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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