VIKING GLOBAL FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- VIKING GLOBAL FOUNDATION INC (EIN 90-0512778)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-14
- IRS object ID
- 201232279349101013
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc 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) |
|---|---|---|
| Timestamp | 2012-08-14T16:42:19-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Madison Avenue | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 900512778 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIKING GLOBAL FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % VIKING GLOBAL INVESTORS LP | InCareOfName |
| Name Control | VIKI | NameControl |
| Phone | 2038635039 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 RAILROAD AVENUE | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06830 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARRETT C BROWN | Name |
| Title | TREASURER | Title |
| Phone | 2038635039 | Phone |
| Date Signed | 2012-08-06 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | William Zatorski | Name |
| Phone | 6464713000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 5077102 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 58579 | ContriReceivedRevAndExpnss |
| Net Gain Sale Assets Rev And Expnss | 30492 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 500000 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 30492 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 89071 | TotalRevenueAndExpenses |
| Total Net Investment Income | 30492 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Legal Fees Rev And Expnss | 32657 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 32657 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 25000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1366 | TaxesRevAndExpnss |
| Printing And Pub Rev And Expnss | 125 | PrintingAndPubRevAndExpnss |
| Printing And Pub Dsbrs Chrtbl Prps | 125 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 797 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 797 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 59945 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 33579 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 85728 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 84448 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 145673 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 118027 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -56602 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 30492 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 5000000 | CashBOY |
| Cash EOY | 440552 | CashEOY |
| Cash EOYFMV | 440552 | CashEOYFMV |
| Pledges Receivable | 25000 | PledgesReceivable |
| Pledges Receivable BOY | 0 | PledgesReceivableBOY |
| Pledges Receivable EOY | 25000 | PledgesReceivableEOY |
| Pledges Receivable EOYFMV | 25000 | PledgesReceivableEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 4611550 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 4611550 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 5000000 | TotalAssetsBOY |
| Total Assets EOY | 5077102 | TotalAssetsEOY |
| Total Assets EOYFMV | 5077102 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 0 | AccountsPayableBOY |
| Accounts Payable EOY | 25000 | AccountsPayableEOY |
| Grants Payable BOY | 0 | GrantsPayableBOY |
| Grants Payable EOY | 1280 | GrantsPayableEOY |
| Other Liabilities BOY | 0 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 1366 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 27646 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 5000000 | CapitalStockBOY |
| Capital Stock EOY | 5049456 | CapitalStockEOY |
| Total Net Assets BOY | 5000000 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5049456 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5000000 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5077102 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5000000 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -56602 | ExcessOfRevenueOverExpenses |
| Other Increases | 241346 | OtherIncreases |
| Subtotal | 5184744 | Subtotal |
| Other Decreases | 135288 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5049456 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 81.970269 SHS VGE III, LTD. | DescriptionOfAsset |
| Date Acquired | 2011-03-01 | DateAcquired |
| Date Sold | 2011-12-31 | DateSold |
| Gross Sales Price | 500000 | GrossSalesPrice |
| Cost Or Other Basis | 469508 | CostOrOtherBasis |
| Gain Or Loss | 30492 | GainOrLoss |
| Gains Minus Excess Or Losses | 30492 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 30492 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 125 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 205208 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.000609 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 0 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 0 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.0 | DistributionRatioYear2 |
| Total Distribution Ratio | 0.000609 | TotalDistributionRatio |
| Average Distribution Ratio | 0.000305 | AverageDistributionRatio |
| Net Noncharitable Assets | 4965843 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1515 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 305 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1820 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 118027 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 305 | InvestmentIncomeExciseTax |
| Subtotal | 305 | Subtotal |
| Tax Based On Investment Income | 305 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 650 | TaxPaidWithExtension |
| Total Credits And Payments | 650 | TotalCreditsAndPayments |
| Overpayment | 345 | Overpayment |
| Amount Credited To Next Year | 345 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CT | StatesFiledWith |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VIKING GLOBAL INVESTORS LP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2038635039 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 RAILROAD AVENUE | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06830 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| O ANDREAS HALVORSEN | ||||||||
| 55 RAILROAD AVENUE | GREENWICH | CT | 06830 | DIRECTOR | 0.3 | 0 | 0 | 0 |
| ERIC R KOMITEE | ||||||||
| 55 RAILROAD AVENUE | GREENWICH | CT | 06830 | SECRETARY | 0.3 | 0 | 0 | 0 |
| THOMAS W PURCELL JR | ||||||||
| 55 RAILROAD AVENUE | GREENWICH | CT | 06830 | DIRECTOR | 0.3 | 0 | 0 | 0 |
| ROSE SHABET | ||||||||
| 55 RAILROAD AVENUE | GREENWICH | CT | 06830 | DIRECTOR | 0.3 | 0 | 0 | 0 |
| BARRETT C BROWN | ||||||||
| 55 RAILROAD AVENUE | GREENWICH | CT | 06830 | TREASURER | 0.3 | 0 | 0 | 0 |
| CAROLYN O'BRIEN | ||||||||
| 55 RAILROAD AVENUE | GREENWICH | CT | 06830 | EXECUTIVE DIRECTOR/PRESIDENT | 40.0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 772523 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 4268942 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5041465 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 5041465 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 75622 | CashDeemedCharitable |
| Net Noncharitable Assets | 4965843 | NetNoncharitableAssets |
| Minimum Investment Return | 248292 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 248292 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 305 | TaxBasedOnInvestmentIncome |
| Total Tax | 305 | TotalTax |
| Distributable Amount Before Adj | 247987 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 247987 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 247987 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 118027 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 118027 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 305 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 117722 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 247987 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 10135 | UndistributedIncomePriorYear |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 118027 | QualifyingDistributions |
| Applied To Year1 | 10135 | AppliedToYear1 |
| Applied To Current Year | 107892 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Undistributed Income CY | 140095 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 0 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (60 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICARES | ||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | NONE | SECTION 501(C)(3) | ASSIST IN DELIVERING OF DONATED MEDICINES AND MEDICAL SUPPLIES | $620 | |
| NATURE CONSERVANCY | ||||||||
| 55 CHURCH STREET | NEW HAVEN | CT | 06510 | NONE | SECTION 501(C)(3) | PROTECT EARTH'S NATURAL RESOURCES AND BEAUTY | $100 | FLOOR 3 |
| UNIVERSITY OF ROCHESTER | ||||||||
| 910 GENESEE STREET | ROCHESTER | NY | 14611 | NONE | SECTION 501(C)(3) | EDUCATION | $5,250 | SUITE 200 |
| MOVEMBER | ||||||||
| 1518 ABBOT KINNEY BOULEVARD | VENICE | CA | 90291 | NONE | SECTION 501(C)(3) | RAISING AWARENESS FOR MEN'S HEALTH AND CANCERS THAT AFFECT PREDOMINANTLY MEN | $250 | C/O ADAM GARONE |
| WATCHTOWER BIBLE AND TRACT SOCIETY OF NEW YORK | ||||||||
| 25 COLUMBIA HEIGHTS | BROOKLYN | NY | 11201 | NONE | SECTION 501(C)(3) | RELIGIOUS TEACHINGS | $5,000 | |
| YESHIVA GEDOLAH OF THE FIVE TOWNS | ||||||||
| PO BOX 396 | WOODMERE | NY | 11598 | NONE | SECTION 501(C)(3) | RELIGIOUS STUDIES | $4,000 | |
| TORAH ACADEMY FOR GIRLS | ||||||||
| 444 BEACH 6TH STREET | FAR ROCKAWAY | NY | 11691 | NONE | SECTION 501(C)(3) | SUPPORT OF YOUNG WOMEN FOR SELF-GROWTH AND SELF-AWARENESS | $1,000 | |
| STAMFORD MUSEUM & NATURE CENTER | ||||||||
| 39 SCOFIELDTOWN ROAD | STAMFORD | CT | 06903 | NONE | SECTION 501(C)(3) | GENERAL SUPPORT OF LEARNING EXPERIENCES ON THE FARM, EXHIBITIONS AND NATURAL SCIENCE CENTERS | $100 | |
| GREENWICH CATHOLIC SCHOOL | ||||||||
| 471 NORTH STREET | GREENWICH | CT | 06830 | NONE | SECTION 501(C)(3) | RELIGIOUS EDUCATION | $1,150 | |
| EIF REVLON RUNWALK FOR WOMEN | ||||||||
| 1201 WEST 5TH STREET | LOS ANGELES | CA | 90017 | NONE | SECTION 501(C)(3) | SUPPORT OF CANCER RESEARCH | $100 | SUITE T-700 |
| STERLING AND FRANCINE CLARK ART INSTITUTE | ||||||||
| 225 SOUTH STREET | WILLIAMSTOWN | MA | 01267 | NONE | SECTION 501(C)(3) | SUPPORT OF THE ARTS | $5,000 | |
| NORTHERN WESTCHESTER HOSPITAL ASSOCIATION | ||||||||
| 400 EAST MAIN STREET | MOUNT KISCO | NY | 10549 | NONE | SECTION 501(C)(3) | ADVANCEMENTS IN MEDICINE | $1,000 | |
| GREENWICH LIBRARY | ||||||||
| 101 WEST PUTNAM AVENUE | GREENWICH | CT | 06830 | NONE | SECTION 501(C)(3) | SUPPORT OF LITERATURE | $500 | TRUSTEES OFFICE |
| AMERICAN NATIONAL RED CROSS | ||||||||
| 2025 E STREET | WASHINGTON | DC | 20006 | NONE | SECTION 501(C)(3) | GENERAL SUPPORT OF PEOPLE'S SAFETY, HEALTH AND WELL-BEING | $286 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | NONE | SECTION 501(C)(3) | ADVANCEMENTS IN CANCER RESEARCH AND SUPPORT OF CANCER TREATMENT | $250 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | NONE | SECTION 501(C)(3) | SUPPORT THE MEDICINE OF AND MEDICAL ADVANCEMENTS IN CURING AND MANAGING JUVENILE DIABETES | $250 | 14TH FLOOR |
| ST LUKE'S FOUNDATION INC | ||||||||
| 377 NORTH WILTON ROAD | NEW CANAAN | CT | 06840 | NONE | SECTION 501(C)(3) | EDUCATION | $2,500 | |
| GEORGE AND RAYMOND FRANK FOUNDATION | ||||||||
| PO BOX 7889 | YARMOUTH | ME | 04096 | NONE | SECTION 501(C)(3) | SUPPORT OF SPORTS, RECREATION AND LEISURE | $1,000 | |
| JOSHUA HOUSE FUND | ||||||||
| PO BOX 1792 | DARIEN | CT | 06820 | NONE | SECTION 501(C)(3) | BUILDING HOUSES FOR IMPOVERSISHED FAMILIES | $500 | |
| DREAMYARD DRAMA PROJECT | ||||||||
| 1085 WASHINGTON AVENUE | BRONX | NY | 10456 | NONE | SECTION 501(C)(3) | COMMUNITY SUPPORT AND ENVIRONMENTAL CLEANING | $5,000 | |
| IMENTOR | ||||||||
| 30 BROAD STREET | NEW YORK | NY | 10004 | NONE | SECTION 501(C)(3) | SUPPORT THE IMPROVEMENT OF LIVES OF HIGH SCHOOL STUDENTS FROM UNDERDESERVED COMMUNITIES | $1,000 | 9TH FLOOR |
| BOWERY RESIDENTS' COMMITTEE | ||||||||
| 131 WEST 25TH STREET | NEW YORK | NY | 10001 | NONE | SECTION 501(C)(3) | SUPPORT RESTORATION OF HOPE AND DIGNITY THROUGH OFFERING OF SERVICES FOR HEALTH AND SELF-SUFFICIENCY | $1,000 | 12TH FLOOR |
| SANTA CATALINA SCHOOL | ||||||||
| 1500 MARK THOMAS DRIVE | MONTEREY | CA | 93940 | NONE | SECTION 501(C)(3) | EDUCATION | $500 | |
| TRUSTEES OF SMITH COLLEGE | ||||||||
| COLLEGE HALL 204 | NORTHAMPTON | MA | 01063 | NONE | SECTION 501(C)(3) | EDUCATION | $100 | 10 ELM STREET |
| WATERSIDE SCHOOL | ||||||||
| 770 PACIFIC STREET | STAMFORD | CT | 06902 | NONE | SECTION 501(C)(3) | EDUCATION | $5,000 | |
| ST JOSEPH'S HIGH SCHOOL | ||||||||
| 80 WILLOUGHBY STREET | NEW YORK | NY | 11201 | NONE | SECTION 501(C)(3) | EDUCATION | $500 | |
| HEARING HEALTH FOUNDATION | ||||||||
| 363 SEVENTH AVENUE | NEW YORK | NY | 100013904 | NONE | SECTION 501(C)(3) | SUPPORT THE PREVENTION AND CURING OF HEARING LOSS THROUGH GROUNDBREAKING RESEARCH | $5,500 | 10TH FLOOR |
| NATIONAL KIDNEY FOUNDATION OF GREATER NEW YORK | ||||||||
| 30 EAST 33RD STREET | NEW YORK | NY | 10016 | NONE | SECTION 501(C)(3) | SUPPORT RESEARCH TO PREVENT KIDNEY DISEASES AND PROMOTE ORGAN DONATION | $200 | |
| DURIHANA INC | ||||||||
| PO BOX 3451 | MCLEAN | VA | 22103 | NONE | SECTION 501(C)(3) | SUPPORT RESCUE OF NORTH KOREAN ESCAPEES | $2,500 | |
| WORLD VISION | ||||||||
| PO BOX 9716 | FEDERAL WAY | WA | 98063 | NONE | SECTION 501(C)(3) | SUPPORT OF CHILDHOOD NUTRITION, CHILD HUNGER AND AGRICULTURAL SOLUTIONS THROUGHOUT THE WORLD | $2,500 | |
| STAMFORD FIREFIGHTERS BURN FOUNDATION | ||||||||
| 629 MAIN STREET | STAMFORD | CT | 06901 | NONE | SECTION 501(C)(3) | SUPPORT OF STAMFORD FIREFIGHTERS | $250 | |
| THE STAMFORD EMERGENCY MEDICAL SERVICES INC | ||||||||
| 684 LONG RIDGE ROAD | STAMFORD | CT | 06902 | NONE | SECTION 501(C)(3) | SUPPORT OF AMBULATORY MEDICAL SERVICES | $250 | |
| FOUNDATION OF THE STATE OF NY AT BINGHAMTON INC | ||||||||
| PO BOX 6005 | BINGHAMTON | NY | 13902 | NONE | SECTION 501(C)(3) | EDUCATION | $1,000 | |
| JESUIT REFUGEE SERVICEUSA | ||||||||
| 1016 16TH STREET NW | WASHINGTON | DC | 20036 | NONE | SECTION 501(C)(3) | SUPPORT THE RIGHTS OF JESUIT REFUGEES | $1,000 | SUITE 500 |
| COLUMBIA PARK WEST NURSERY SCHOOL | ||||||||
| 100 WEST 94TH STREET | NEW YORK | NY | 10025 | NONE | SECTION 501(C)(3) | EDUCATION | $5,000 | |
| INTERNATIONAL CONGRESS OF CHURCH AND MINISTRIES | ||||||||
| 5746 MARLIN ROAD | CHATTANOOGA | TN | 37411 | NONE | SECTION 501(C)(3) | RELIGIOUS | $1,500 | SUITE 500 |
| THE COMMUNITY FUND OF DARIEN | ||||||||
| PO BOX 926 | DARIEN | CT | 06820 | NONE | SECTION 501(C)(3) | SUPPORT LOCAL CHANGING OF LIVES IN DARIEN | $250 | 701 POST ROAD |
| UNIVERSITY OF NOTRE DAME DU LAC | ||||||||
| CONTROLLERS OFFICE | NOTRE DAME | IN | 46556 | NONE | SECTION 501(C)(3) | EDUCATION | $500 | 731 GRACE HALL |
| ALL HALLOWS FOUNDATION | ||||||||
| 360 HOLLYWOOD AVENUE | TUCKAHOE | NY | 10707 | NONE | SECTION 501(C)(3) | RELIGIOUS EDUCATION | $5,000 | |
| CHILDREN'S COMMUNITY DEVELOPMENT CENTER | ||||||||
| 90 HILLSPOINT ROAD | WESTPORT | CT | 06880 | NONE | SECTION 501(C)(3) | SUPPORT OF FAMILIES | $100 | |
| CHILDREN'S AID SOCIETY | ||||||||
| 105 EAST 22ND STREET | NEW YORK | NY | 10010 | NONE | SECTION 501(C)(3) | SUPPORT OF CHILDREN THROUGH HEALTH, EDUCATION AND ADOPTION | $500 | |
| ALPHA HOUSE OF TAMPA | ||||||||
| 208 SOUTH TAMPANIA AVENUE | TAMPA | FL | 33609 | NONE | SECTION 501(C)(3) | SUPPORT FOR EMPOWERING PREGNANT AND PARENTING WOMEM IN CRISIS | $5,000 | |
| PRESIDENT AND FELLOWS OF MIDDLEBURY | ||||||||
| CONTROLLERS OFFICE | MIDDLEBURY | VT | 05753 | NONE | SECTION 501(C)(3) | EDUCATION | $1,000 | NO 230 |
| WNYC RADIO | ||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | SECTION 501(C)(3) | GENERAL SUPPORT | $192 | 9TH FLOOR |
| RIVERDALE COUNTRY SCHOOL | ||||||||
| 5250 FIELDSTON ROAD | RIVERDALE | NY | 10471 | NONE | SECTION 501(C)(3) | EDUCATION | $250 | |
| PARTNERS IN HEALTH | ||||||||
| PO BOX 845578 | BOSTON | MA | 02284 | NONE | SECTION 501(C)(3) | SUPPORT OF RESEARCH, ADVOCACY AND PUBLICATIONS RELATED TO WORLDWIDE HEALTH | $500 | |
| HEBREW HOME FOR THE AGED | ||||||||
| 5901 PALISADE AVENUE | NEW YORK | NY | 10471 | NONE | SECTION 501(C)(3) | SUPPORT OF NONSECTARIAN GERIATRIC CARE | $2,000 | |
| NEW YORK UNIVERSITY SCHOOL OF LAW FOUNDATION | ||||||||
| 110 WEST 3RD STREET | NEW YORK | NY | 10012 | NONE | SECTION 501(C)(3) | EDUCATION | $1,000 | 2ND FLOOR |
| WORLD WILDLIFE FUND | ||||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | NONE | SECTION 501(C)(3) | SUPPORT OF ENDANGERED ANIMALS | $500 | |
| BROOKLYN FRIENDS SCHOOL | ||||||||
| 375 PEARL STREET | BROOKLYN | NY | 11201 | NONE | SECTION 501(C)(3) | EDUCATION | $1,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | SECTION 501(C)(3) | SUPPORT OF CANCER RESEARCH AND EXPLORATION OF CURES | $500 | |
| CENTER FOR NEIGHBORHOOD TECHNOLOGY | ||||||||
| 2125 WEST NORTH AVENUE | CHICAGO | IL | 60647 | NONE | SECTION 501(C)(3) | SUPPORT OF URBAN SUSTAINABILITY | $100 | |
| RONALD MCDONALD HOUSE OF NEW YORK | ||||||||
| 405 EAST 73RD STREET | NEW YORK | NY | 10021 | NONE | SECTION 501(C)(3) | GENERAL SUPPORT FOR CHILDREN'S WELFARE AND WELL-BEING | $100 | |
| FERGUSON LIBRARY | ||||||||
| 1 PUBLIC LIBRARY PLAZA | STAMFORD | CT | 06904 | NONE | SECTION 501(C)(3) | EDUCATION | $100 | |
| GEORGETOWN UNIVERSITY | ||||||||
| 37TH AND O STREETS NW | WASHINGTON | DC | 20007 | NONE | SECTION 501(C)(3) | EDUCATION | $100 | |
| COLLEGE YEAR IN ATHENS | ||||||||
| PO BOX 390890 | CAMBRIDGE | MA | 02139 | NONE | SECTION 501(C)(3) | SUPPORT OF EDUCATIONAL STUDY ABROAD PROGRAMS | $100 | |
| WILLIAMS COLLEGE | ||||||||
| PO BOX 67 | WILLIAMSTOWN | MA | 01267 | NONE | SECTION 501(C)(3) | EDUCATION | $1,000 | |
| MEAK ALLIANCE INC (AKA UNDER THE ACACIA) | ||||||||
| 284 MOTT STREET | NEW YORK | NY | 10012 | NONE | SECTION 501(C)(3) | SUPPORT OF GENERATING SUSTAINABLE COMMUNITIES IN AREAS SUCH AS KENYA | $1,000 | APT 9Q |
| UNIVERSITY OF PENNSYLVANIA - SCHOOL OF DESIGN | ||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | SECTION 501(C)(3) | EDUCATION | $1,000 | SUITE 305 |
| SKIDMORE COLLEGE | ||||||||
| 815 NORTH BROADWAY | SARATOGA SPRINGS | NY | 12866 | NONE | SECTION 501(C)(3) | EDUCATION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 84448 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| HACKERS FOR HOPE | ||||||||
| 9 HARMONY STREET | DANBURY | CT | 06810 | NONE | SECTION 501(C)(3) | HELPING TO RAISE MONEY FOR CANCER RESEARCH | $830 | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| 1311 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | NONE | SECTION 501(C)(3) | SUPPORT THE CURE OF LEUKEMIA, LYMPHOMA, HODGKIN'S DISEASE AND MYELOMA, AND IMPROVE THE QUALITY OF LIFE OF PATIENTS AND THEIR FAMILIES | $250 | SUITE 310 |
| THE MARITIME AQUARIUM AT NORWALK INC | ||||||||
| 10 NORTH WATER STREET | SOUTH NORWALK | CT | 06854 | NONE | SECTION 501(C)(3) | DEVOTED TO THE SUPPORT FOR THE LONG ISLAND SOUND | $100 | |
| STAMFORD MUSEUM & NATURE CENTER | ||||||||
| 39 SCOFIELDTOWN ROAD | STAMFORD | CT | 06903 | NONE | SECTION 501(C)(3) | GENERAL SUPPORT OF LEARNING EXPERIENCES ON THE FARM, EXHIBITIONS AND NATURAL SCIENCE CENTERS | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 1280 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst | |
| Dividends And Int From Sec Part VII | DividendsAndIntFromSecPartVII | |
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $30,492 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $30,492 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 30492 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | VIKING GLOBAL INVESTORS LP | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 RAILROAD AVENUE | AddressLine1 |
| City | GREENWICH | City |
| State | CT | State |
| ZIP Code | 06830 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 58579 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER ACCOUNTING FEES | Category |
| Amount | $25,000 | Amount |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| VIKING GLOBAL EQU. III, LTD. | FMV | 3411702 | 3411702 |
| VIKING LONG FUND III, LTD. | FMV | 1199848 | 1199848 |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| SCHULTE, ROTH & ZABEL LLP | $10,497 | 10497 |
| ROBINSON & COLE LLP | $22,160 | 22160 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| EMPLOYEE CONTRIBUTED SERVICES | $102,288 |
| CONTRIBUTED SUPPORT | $33,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| CT CORPORATE FILING FEES | 547 | 547 |
| NYS DEPARTMENT OF LAW | 250 | 250 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED GAIN ON INVESTMENTS | $106,058 |
| EMPLOYEE CONTRIBUTED SERVICES | $102,288 |
| CONTRIBUTED SUPPORT | $33,000 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue |
|---|---|---|
| FEDERAL EXCISE TAX PAYABLE | 0 | 305 |
| DEFERRED FEDERAL EXCISE TAX LIABILITY | 0 | 1061 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | Category |
| Amount | $1,366 | Amount |
Comments