VIKING GLOBAL FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- VIKING GLOBAL FOUNDATION INC (EIN 90-0512778)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-24
- IRS object ID
- 201502059349100505
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-24T09:26:08-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 |
| Address Line2 | Suite | AddressLine2Txt |
| City | GREENWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06830 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YEHUDA BIBER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6464713000 | PhoneNum |
| Signature | 2015-07-23 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,158,859 | 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 | $93,595 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $925,119 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $925,119 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $1,018,714 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $925,119 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $11,562 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,562 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $35,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,215 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $21,540 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,540 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,993 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $24,993 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $99,810 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $93,595 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,453,395 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,431,130 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,553,205 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,524,725 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$534,491 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $925,119 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $113,045 | CashBOYAmt |
| Cash EOY | $96,167 | CashEOYAmt |
| Cash EOYFMV | $96,167 | CashEOYFMVAmt |
| Pledges Rcvbl | $44,500 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $44,500 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $44,500 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $44,500 | PledgesRcvblEOYFMVAmt |
| Other Investments BOY | $4,669,869 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,018,192 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,018,192 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,827,414 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,158,859 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,158,859 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $44,500 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $44,500 | AccountsPayableEOYAmt |
| Grants Payable EOY | $22,517 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $37,891 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $33,106 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $82,391 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $100,123 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $4,745,023 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,058,736 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,745,023 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,058,736 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,827,414 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,158,859 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,745,023 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$534,491 | ExcessRevenueOverExpensesAmt |
| Other Increases | $646,685 | OtherIncreasesAmt |
| Subtotal | $4,857,217 | SubtotalAmt |
| Other Decreases | $798,481 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,058,736 | 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 | $1,823,262 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,012,151 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.363768 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,023,967 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,373,022 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.190576 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $117,722 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,965,843 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.023706 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $125 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $205,208 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000609 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.578659 | TotalDistributionRt |
| Average Distribution | 0.115732 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,559,231 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $527,649 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,251 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $536,900 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,524,725 | 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 | $9,251 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,251 | SubtotalAmt |
| Tax Based On Investment Income | $9,251 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,138 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $12,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $19,638 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,387 | OverpaymentAmt |
| Applied To ES Tax | $10,387 | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
| THOMAS W PURCELL JR | ||||||||
| 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 |
| BARRETT C BROWN | ||||||||
| 55 RAILROAD AVENUE | GREENWICH | CT | 06830 | TREASURER | 0.06 | $0 | $0 | $0 |
| ELIZABETH WAHAB | ||||||||
| 55 RAILROAD AVENUE | GREENWICH | CT | 06830 | EXEC DIRECTOR/PRES (INTERIM) | 4.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $35,578 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,593,083 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,628,661 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,628,661 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,430 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,559,231 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $227,962 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $227,962 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,251 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,251 | TotalTaxAmt |
| Distributable Before Adj | $218,711 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $252 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $218,963 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $218,963 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,524,725 | 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 | $1,524,725 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,251 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,515,474 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $218,963 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $619,191 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,581,744 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,200,935 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,524,725 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $218,963 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,305,762 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,506,697 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,506,697 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $619,191 | ExcessFromYear2Amt |
| Excess From Year1 | $1,581,744 | ExcessFromYear1Amt |
| Excess From Current Year | $1,305,762 | 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 (126 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Alexander Graham Bell Association | ||||||||
| 3417 Volta PL NW | Washington | DC | 200072737 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| ALL HALLOWS HIGH SCHOOL | ||||||||
| 111 E 164TH STREET | BRONX | NY | 09402 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| All Our Kin | ||||||||
| attn Jessica Sager | New Haven | CT | 06530 | NONE | PC | GENERAL SUPPORT | $202,061 | PO Box 8744 |
| Alpha House of Tampa Inc | ||||||||
| 201 S Tampania Street | Tampa | FL | 336093231 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| Alzheimer's Disease and Related Disorders | ||||||||
| 23215 Commerce Park Drive STE 300 | Beachwood | OH | 441220000 | NONE | PC | GENERAL SUPPORT | $100 | |
| Alzheimers Drug Discovery Foundation | ||||||||
| 57 West 57th Street | New York | NY | 10019 | NONE | PC | GENERAL SUPPORT | $1,000 | Suite 904 |
| AM FOUNDATION FOR SUICIDE PREVENTION | ||||||||
| 120 WALL ST FL 29 | NEW YORK | NY | 100054009 | NONE | PC | GENERAL SUPPORT | $100 | |
| AMERICAN CANCER SOCIETY INC | ||||||||
| 250 WILLIAMS ST 4TH FLR | ATLANTA | GA | 303031032 | NONE | PC | GENERAL SUPPORT | $1,150 | |
| American Lung Association | ||||||||
| 55 W Wacker Drive Suite 1150 | Chicago | IL | 606011609 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| AMERICAN NATIONAL RED CROSS | ||||||||
| 2025 E Street NW | Washington | DC | 200065009 | NONE | PC | GENERAL SUPPORT | $500 | |
| AMERICARES FOUNDATION INC | ||||||||
| 88 HAMILTON AVE | STAMFORD | CT | 069023111 | NONE | PC | GENERAL SUPPORT | $500 | |
| Amyotrophic Lateral Sclerosis Assn | ||||||||
| 1275 K Street NW Suite 250 | Washington | DC | 200054083 | NONE | PC | GENERAL SUPPORT | $600 | |
| APEX FOR YOUTH INC | ||||||||
| 80 Maiden Ln FL 1102 | New York | NY | 100384729 | NONE | PC | GENERAL SUPPORT | $310 | |
| ASPCA | ||||||||
| 424 E 92nd Street | New York | NY | 101286804 | NONE | PC | GENERAL SUPPORT | $100 | |
| ASPHALT GREEN INC | ||||||||
| 555 E 90TH ST | NEW YORK | NY | 101287803 | NONE | PC | GENERAL SUPPORT | $250 | |
| AUTISM SPEAKS INC | ||||||||
| 1 E 33RD ST FL 4 | NEW YORK | NY | 100165011 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| Baby Buggy Inc | ||||||||
| 306 W 37th Street FL 8 | New York | NY | 100182488 | NONE | PC | GENERAL SUPPORT | $500 | |
| BREASTCANCER ORG | ||||||||
| 7 East Lancaster Avenue 3rd Floor | Ardmore | PA | 190030000 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| BRIDGEPORT RESCUE MISSION INC | ||||||||
| 1088 FAIRFIELD AVE | BRIDGEPORT | CT | 066051116 | NONE | PC | GENERAL SUPPORT | $600 | |
| Broadway Housing | ||||||||
| 583 Riverside Drive | New York | NY | 100318346 | NONE | PC | GENERAL SUPPORT | $150,000 | |
| Brooklyn Kindergarten Society | ||||||||
| 57 WILLOUGHBY ST | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $160,000 | 4TH FLOOR |
| BRUNSWICK SCHOOL INC | ||||||||
| 100 MAHER AVE | GREENWICH | CT | 068305618 | NONE | PC | GENERAL SUPPORT | $500 | |
| Center for Children's Initiatives | ||||||||
| 322 EIGHTH AVENUE | NEW YORK | NY | 100018001 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| Center for Neighborhood Technology | ||||||||
| 2125 W NORTH AVE | CHICAGO | IL | 606475415 | NONE | PC | GENERAL SUPPORT | $100 | |
| Change for Kids Inc | ||||||||
| 325 W 38th Street RM 1404 | New York | NY | 100189743 | NONE | PC | GENERAL SUPPORT | $500 | |
| CHILD GUIDANCE CENTER OF SOUTHERN CT | ||||||||
| 103 W BROAD ST | STAMFORD | CT | 069023713 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CHILDREN OF FALLEN PATRIOTS FOUNDATION | ||||||||
| 419 3RD ST N | JACKSONVILLE BEACH | FL | 322507028 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| CHILDRENS COMMUNITY DEVELOPMENT CENTER | ||||||||
| 90 HILLSPOINT RD | WESTPORT | CT | 068805111 | NONE | PC | GENERAL SUPPORT | $200 | |
| CITY YEAR INC | ||||||||
| 287 COLUMBUS AVE | BOSTON | MA | 021165334 | NONE | PC | GENERAL SUPPORT | $500 | |
| COLLEGE OF ST FRANCIS XAVIER | ||||||||
| 30 W 16TH ST | NEW YORK | NY | 100116302 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| CONNECTICUT FOOD BANK INC | ||||||||
| 150 Bradley Street | East Haven | CT | 065121407 | NONE | PC | GENERAL SUPPORT | $490 | |
| CROHNS & COLITIS FOUNDATION OF AMERICA | ||||||||
| 386 Park Avenue 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 | $18,950 | |
| Curtain Call | ||||||||
| 1349 Newfield Avenue | Stamford | CT | 069051422 | NONE | PC | GENERAL SUPPORT | $100 | |
| Dana-Farber Cancer Institute | ||||||||
| 450 Brookline Avenue | Boston | MA | 022155418 | NONE | PC | GENERAL SUPPORT | $500 | |
| DOCTORS WITHOUT BORDERS USA INC | ||||||||
| 333 7th Ave Floor 2 | New York | NY | 100015029 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| DOE FUND INC | ||||||||
| 345 EAST 102 ST 3RD FLOOR | NEW YORK | NY | 100295611 | NONE | PC | GENERAL SUPPORT | $500 | |
| Donate Life America | ||||||||
| 701 E Byrd St FL 16 | Richmond | VA | 232194500 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| DREW UNIVERSITY | ||||||||
| 36 Madison Ave | Madison | NJ | 079401434 | NONE | PC | GENERAL SUPPORT | $100 | |
| E GLASER PEDIATRIC AIDS FOUNDATION | ||||||||
| 1140 CONNECTICUT AVENUE NW | WASHINGTON | DC | 200364001 | NONE | PC | GENERAL SUPPORT | $100 | |
| Earthplace the Nature Discovery Ctr Inc | ||||||||
| 10 Woodside LN | Westport | CT | 068802322 | NONE | PC | GENERAL SUPPORT | $100 | |
| ENVIRONMENTAL WORKING GROUP | ||||||||
| 1436 U Street 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 | |
| Every Child Succeeds | ||||||||
| 3333 Burnett Avenue | Cincinnati | OH | 452293026 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| FAMILY & CHILDRENS AGENCY INC | ||||||||
| 9 MOTT AVE | NORWALK | CT | 068503330 | NONE | PC | GENERAL SUPPORT | $500 | |
| FAMILY CENTERS INC | ||||||||
| PO BOX 7550 | Greenwich | CT | 068367550 | NONE | PC | GENERAL SUPPORT | $176,000 | |
| FINANCIAL COMMUNICATIONS SOCIETY | ||||||||
| 220 East 23RD Street | New York | NY | 100104606 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Fold of Honor Foundation | ||||||||
| 5800 Patriot Drive | Owasso | OK | 740558267 | NONE | PC | GENERAL SUPPORT | $125 | |
| Food Bank for NYC | ||||||||
| 39 Broadway FL 10 | New York | NY | 100063093 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| FRIENDS OF THE EDITH WHEELER LIBRARY | ||||||||
| 733 MONROE TPKE | MONROE | CT | 064682359 | NONE | PC | GENERAL SUPPORT | $240 | |
| FRIENDS OF WSHU PUBLIC RADIO GROUP INC | ||||||||
| 39 Long Lots Road | Westport | CT | 068803828 | NONE | PC | GENERAL SUPPORT | $170 | |
| Fund for the City of New York | ||||||||
| 121 SIXTH AVENUE 6TH AVE | NEW YORK | NY | 100130000 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| GRACE PRESBYTERIAN CHURCH | ||||||||
| 1225 Montauk Highway | Water Mill | NY | 119762629 | NONE | PC | GENERAL SUPPORT | $675 | |
| Greenwich Library | ||||||||
| 101 W Putnam Avenue | Greenwich | CT | 068305328 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Grow NYC | ||||||||
| dba GrowNYC | New York City | NY | 10007 | NONE | PC | GENERAL SUPPORT | $30,000 | attn Mike Rezny |
| Habitat for Humanity | ||||||||
| Fairfield County | Bridgeport | CT | 06610 | NONE | PC | GENERAL SUPPORT | $4,000 | Attn Sabra Gallo |
| Hampshire College Trustees | ||||||||
| 893 West Street | Amherst | MA | 010023372 | NONE | PC | GENERAL SUPPORT | $100 | |
| HEARING HEALTH FOUNDATION | ||||||||
| 363 7TH AVE FL 10 | NEW YORK | NY | 100013904 | NONE | PC | GENERAL SUPPORT | $500 | |
| HEBREW HOME FOR THE AGED | ||||||||
| 5901 PALISADE AVE | BRONX | NY | 104711205 | NONE | PC | GENERAL SUPPORT | $500 | |
| HOPE FOR NEW YORK | ||||||||
| 1359 BROADWAY RM 410 | NEW YORK | NY | 100187823 | NONE | PC | GENERAL SUPPORT | $150 | |
| Hudson Guild | ||||||||
| 441 W 26th STREET | NEW YORK | NY | 100015629 | NONE | PC | GENERAL SUPPORT | $151,455 | Elliot Center |
| INDIAN ASSEMBLY OF GOD | ||||||||
| 204 McLean Ave | Yonkers | NY | 107054420 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| JDRF International | ||||||||
| 26 Broadway FL 14 | New York | NY | 100041838 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| LUNGEVITY FOUNDATION | ||||||||
| 218 S WABASH AVE STE 540 | CHICAGO | IL | 606042316 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| MARYLAND STATE YOUTH SOCCER ASSOCIATION | ||||||||
| 221 5th Ave SE | Glen Burnie | MD | 210613609 | NONE | PC | GENERAL SUPPORT | $750 | |
| Max S Love Project Inc | ||||||||
| PO Box 105 | Tustin | CA | 927810105 | NONE | PC | GENERAL SUPPORT | $275 | |
| Memorial Sloan-Kettering Cancer Center | ||||||||
| 633 3rd Ave Rear 6 | New York | NY | 100176719 | NONE | PC | GENERAL SUPPORT | $4,100 | |
| Mental Health America Inc | ||||||||
| 2000 N Beauregard St FL 6 | Alexandria | VA | 223111748 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| MOHONK PRESERVE INC | ||||||||
| PO BOX 715 | NEW PALTZ | NY | 125610715 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| National Audubon Society Inc | ||||||||
| 225 Varick St FL 7 | New York | NY | 100144396 | NONE | PC | GENERAL SUPPORT | $250 | |
| National Down Syndrome Society | ||||||||
| 666 Broadway | New York | NY | 100122317 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Natural Resources Defense Council | ||||||||
| 40 West 20th Street | New York | NY | 100114211 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| Nature Conservancy | ||||||||
| 4245 North Fairfax Dr - Ste 100 | Arlington | VA | 22203 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| 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 | $1,050 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 633 CLARK ST | EVANSTON | IL | 602081135 | NONE | PC | GENERAL SUPPORT | $500 | |
| ONE SPIRIT | ||||||||
| PO BOX 3209 | RAPID CITY | SD | 577093209 | NONE | PC | GENERAL SUPPORT | $864 | |
| ORPHANS AGAINST AIDS INC | ||||||||
| 1110 Knollwod Dr | Buffalo Grove | IL | 600891010 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| OUR LADY OF GRACE SCHOOL AND CENTER | ||||||||
| 29 SHELTER ROCK RD | MANHASSET | NY | 110303903 | NONE | PC | GENERAL SUPPORT | $1,486 | |
| OUR PRIDE ACADEMY INC | ||||||||
| 10100 SW 107TH AVE | MIAMI | FL | 331762760 | NONE | PC | GENERAL SUPPORT | $200 | |
| PARTNERS IN HEALTH | ||||||||
| 888 COMMONWEALTH AVE | BOSTON | MA | 022151205 | NONE | PC | GENERAL SUPPORT | $350 | |
| Person to Person | ||||||||
| 1864 Post Road | Darien | CT | 068205802 | NONE | PC | GENERAL SUPPORT | $200 | |
| PLANNED PARENTHOOD FEDERATION | ||||||||
| 434 WEST 33RD ST 12TH FLR | NEW YORK | NY | 100012601 | NONE | PC | GENERAL SUPPORT | $500 | |
| PRESIDENT & FELLOWS OF HARVARD COLLEGE | ||||||||
| 124 Mount Auburn Street | Cambridge | MA | 021385366 | NONE | PC | GENERAL SUPPORT | $1,100 | |
| PRESIDENT & FELLOWS OF MIDDLEBURY | ||||||||
| 161 ADIRONDACK VIEW | MIDDLEBURY | VT | 057530000 | NONE | PC | GENERAL SUPPORT | $2,550 | |
| Project Orbis International Inc | ||||||||
| 520 8th Avenue 11th FL | New York | NY | 100186507 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| PROVIDENCE COLLEGE | ||||||||
| 549 River Ave | Providence | RI | 029187000 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| RANDOLPH-MACON COLLEGE | ||||||||
| PO BOX 5005 | ASHLAND | VA | 230055505 | NONE | PC | GENERAL SUPPORT | $100 | |
| Reach Out and Read | ||||||||
| 56 ROLAND STREET | BOSTON | MA | 021291243 | NONE | PC | GENERAL SUPPORT | $110,000 | STE 100D |
| Research Foundation of CUNY | ||||||||
| 16 COURT STREET | BROOKLYN | NY | 100367207 | NONE | PC | GENERAL SUPPORT | $194,000 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 BROADWAY | NEW YORK | NY | 100034826 | NONE | PC | GENERAL SUPPORT | $500 | |
| Room to Grow | ||||||||
| 54 W 21st St 401 | New York | NY | 10010 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Santa Catalina School | ||||||||
| 1500 MARK THOMAS DR | MONTEREY | CA | 939405238 | NONE | PC | GENERAL SUPPORT | $250 | |
| Skin Cancer Foundation Inc | ||||||||
| 149 Madison Avenue Suite 901 | New York | NY | 100168713 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| SMILE TRAIN INC | ||||||||
| 41 MADISON AVE 28TH FL | NEW YORK | NY | 100102202 | NONE | PC | GENERAL SUPPORT | $500 | |
| SOUTHERN POVERTY LAW CENTER INC | ||||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 361044344 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Spectrum for Living Development Inc | ||||||||
| 210 Rivervale RD APT 3 | Rivervale | NJ | 076756281 | NONE | PC | GENERAL SUPPORT | $250 | |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | ||||||||
| 262 Danny Thomas Pl Msc 512 | Memphis | TN | 381053678 | NONE | PC | GENERAL SUPPORT | $750 | |
| St Marys Rehab Center for Children | ||||||||
| 2901 216th Street | Bayside | NY | 113602810 | NONE | PC | GENERAL SUPPORT | $500 | |
| ST STEPHEN OF HUNGARY ELEMENTARY SCHOOL | ||||||||
| 414 E 82nd Street | New York | NY | 100285902 | NONE | PC | GENERAL SUPPORT | $950 | |
| STAMFORD ISLAMIC CENTER INC | ||||||||
| 10 OUTLOOK ST | STAMFORD | CT | 069026307 | NONE | PC | GENERAL SUPPORT | $500 | |
| Stanford University Board of Trustees | ||||||||
| 3145 Porter Dr | Palo Alto | CA | 943041234 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| STORYVILLE CENTER FOR THE SPOKEN WORD INC | ||||||||
| 481 Broadway APT 3 | New York | NY | 100132662 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| TEACH FOR AMERICA INC | ||||||||
| 315 W 36TH ST FL 8 | NEW YORK | NY | 100186624 | NONE | PC | GENERAL SUPPORT | $250 | |
| Texas Tech Alumni Association | ||||||||
| PO BOX 45001 | LUBBOCK | TX | 794095001 | NONE | PC | GENERAL SUPPORT | $250 | |
| 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 CHILDRENS STOREFRONT | ||||||||
| 70 E 129TH ST | NEW YORK | NY | 100351133 | NONE | PC | GENERAL SUPPORT | $250 | |
| THE FLEA THEATER INC | ||||||||
| 41 White Street | New York | NY | 100133549 | NONE | PC | GENERAL SUPPORT | $100 | |
| Torah Academy for Girls | ||||||||
| 444 BEACH 6TH ST | FAR ROCKAWAY | NY | 116915633 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| TRUST FOR PUBLIC LAND | ||||||||
| 101 Montgomer Street STE 900 | San Francisco | CA | 941044148 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Trustees of Dartmouth College | ||||||||
| 6068 Blunt Alum Center 103 | Hanover | NH | 037550000 | NONE | PC | GENERAL SUPPORT | $500 | |
| TRUSTEES OF PRINCETON UNIVERSITY | ||||||||
| 701 Carnegie Center STE 154 | Princeton | NJ | 085406242 | NONE | PC | GENERAL SUPPORT | $500 | |
| TRUSTEES OF UNIVERSITY OF PENNSYLVANIA | ||||||||
| 3900 WALNUT ST | PHILADELPHIA | PA | 191046138 | NONE | PC | GENERAL SUPPORT | $1,100 | |
| uAspire Inc | ||||||||
| 31 Milk Street 900 | Boston | MA | 02109 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| UNITARIAN CHURCH OF ALL SOULS | ||||||||
| 1157 LEXINGTON AVE | NEW YORK | NY | 100750440 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| UNITED WAY OF LEE COUNTY INC | ||||||||
| 7273 CONCOURSE DR | FORT MYERS | FL | 339082604 | NONE | PC | GENERAL SUPPORT | $500 | |
| UNITED WAY OF NEW YORK CITY | ||||||||
| 2 PARK AVE | NEW YORK | NY | 100165675 | NONE | PC | GENERAL SUPPORT | $335 | |
| UNIV OF MASSACHUSETTS FOUNDATION | ||||||||
| 225 FRANKLIN ST FL 33 | BOSTON | MA | 021102829 | NONE | PC | GENERAL SUPPORT | $250 | |
| UNIVERSITY OF NOTRE DAME DU LAC | ||||||||
| 731 GRACE HALL | NOTRE DAME | IN | 465565612 | NONE | PC | GENERAL SUPPORT | $1,500 | |
| Validus Preparatory Academy | ||||||||
| 1595 Bathgate Ave | New York | NY | 10457 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| WOUNDED WARRIOR PROJECT INC | ||||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 322566033 | NONE | PC | GENERAL SUPPORT | $150 | |
| YESHIVA GEDOLAH OF THE FIVE TOWNS INC | ||||||||
| PO BOX 396 | WOODMERE | NY | 115980396 | NONE | PC | GENERAL SUPPORT | $8,500 | |
| YOUNG MENS CHRISTIAN ASSN WESTPORT | ||||||||
| 59 POST RD E | WESTPORT | CT | 068803408 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| Zone 126 Inc | ||||||||
| 31-10 23rd Street | Astoria | NY | 111064585 | NONE | PC | GENERAL SUPPORT | $100 | |
| ZOOLOGICAL SOCIETY OF MILWAUKEE | ||||||||
| 10005 W BLUEMOUND ROAD | MILWAUKEE | WI | 532264346 | NONE | PC | GENERAL SUPPORT | $144 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,431,130 | TotalGrantOrContriPdDurYrAmt |
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 | $925,119 | 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 | $925,119 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $925,119 | 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 | $93,595 | 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 | $35,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $35,500 | 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 | $3,212,975 | $3,212,975 |
| VIKING LONG FUND III, LTD. | FMV | $805,217 | $805,217 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER LEGAL FEES | CategoryTxt |
| Legal Fees | $11,562 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,562 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| EMPLOYEE CONTRIBUTED SERVICES | $764,481 |
| CONTRIBUTED SUPPORT | $34,000 |
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 | $4,475 | $0 | $0 | $4,475 |
| BOOKS & SUBSCRIPTIONS | $13,237 | $0 | $0 | $13,237 |
| LICENSES,PERMITS & FILING FEES | $850 | $0 | $0 | $850 |
| INSURANCE- LIABILITY, D AND O | $6,207 | $0 | $0 | $6,207 |
| OTHER | $224 | $0 | $0 | $224 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | -$151,796 |
| EMPLOYEE CONTRIBUTED SERVICES | $764,481 |
| CONTRIBUTED SUPPORT | $34,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| EXCISE TAX PAYABLE | $3,862 | $2,113 |
| DEFERRED EXCISE TAX LIABILITY | $34,029 | $30,993 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX PROVISION | CategoryTxt |
| Amt | $6,215 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments