HALVORSEN FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HALVORSEN FAMILY FOUNDATION (EIN 06-1603158)
- Tax period
- 2010-12-01 to 2011-11-30
- Filed
- 2012-08-30
- IRS object ID
- 201232439349100208
- Schema version
- 2010v3.7
- 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
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-30T18:24:10-05:00 | Timestamp |
| Tax Period End Date | 2011-11-30 | 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 | 2010-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061603158 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Halvorsen Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HALV | NameControl |
| Phone | 2038635019 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O OLE ANDREAS HALVORSEN | AddressLine1 |
| Address Line2 | 500 HOLLOW TREE RIDGE ROAD | AddressLine2 |
| City | DARIEN | City |
| State | CT | State |
| ZIP Code | 06820 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | O ANDREAS HALVORSEN | Name |
| Title | TRUSTEE | Title |
| Phone | 2038635019 | Phone |
| Date Signed | 2012-08-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6464713000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 16240974 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 398161 | ContriReceivedRevAndExpnss |
| Net Gain Sale Assets Rev And Expnss | 2369820 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5349202 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2369820 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 2767981 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2369820 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 10200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 5100 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 5100 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5000 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 15200 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5100 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5100 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 5724202 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 5724202 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 5739402 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5100 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 5729302 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2971421 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 2364720 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 17 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 17 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 17 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 19339666 | InvestmentsOtherBOY |
| Investments Other EOY | 16240957 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 16240957 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 19339683 | TotalAssetsBOY |
| Total Assets EOY | 16240974 | TotalAssetsEOY |
| Total Assets EOYFMV | 16240974 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 19339683 | CapitalStockBOY |
| Capital Stock EOY | 16240974 | CapitalStockEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 19339683 | TotalNetAssetsBOY |
| Total Net Assets EOY | 16240974 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 19339683 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 16240974 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 19339683 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2971421 | ExcessOfRevenueOverExpenses |
| Subtotal | 16368262 | Subtotal |
| Other Decreases | 127288 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 16240974 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 958.44 SHS VIKING GLOBAL EQUITIES III LTD. | DescriptionOfAsset |
| Date Acquired | 2001-01-01 | DateAcquired |
| Date Sold | 2011-01-01 | DateSold |
| Gross Sales Price | 5349202 | GrossSalesPrice |
| Cost Or Other Basis | 2979382 | CostOrOtherBasis |
| Gain Or Loss | 2369820 | GainOrLoss |
| Gains Minus Excess Or Losses | 2369820 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2369820 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1121848 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 18098027 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.061987 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1385564 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 17704428 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.078261 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1230877 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 17499729 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.070337 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 374276 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 13119494 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.028528 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 273480 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6345218 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.0431 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.282213 | TotalDistributionRatio |
| Average Distribution Ratio | 0.056443 | AverageDistributionRatio |
| Net Noncharitable Assets | 17449238 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 984887 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 23647 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1008534 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 5729302 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 23647 | InvestmentIncomeExciseTax |
| Subtotal | 23647 | Subtotal |
| Tax Based On Investment Income | 23647 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 15151 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 60000 | TaxPaidWithExtension |
| Total Credits And Payments | 75151 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 51504 | Overpayment |
| Amount Credited To Next Year | 25504 | AmountCreditedToNextYear |
| Amount To Be Refunded | 26000 | AmountToBeRefunded |
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 | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CT | 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 | OLE ANDREAS HALVORSEN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2038635019 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 HOLLOW TREE RIDGE ROAD | AddressLine1 |
| City | DARIEN | City |
| State | CT | State |
| ZIP Code | 06820 | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| OLE ANDREAS HALVORSEN | ||||||||
| 500 HOLLOW TREE RIDGE ROAD | DARIEN | CT | 06820 | TRUSTEE | 0.3 | 0 | 0 | 0 |
| DIANE K HALVORSEN | ||||||||
| 2152 WEEKS HILL ROAD | STOWE | VT | 05672 | TRUSTEE | 0.3 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS NOT INVOLVED IN ANY CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER ORGANIZATIONS EXEMPT UNDER IRC SEC 501 (C) (3). | Description1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1532356 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 16182606 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 17714962 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 17714962 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 265724 | CashDeemedCharitable |
| Net Noncharitable Assets | 17449238 | NetNoncharitableAssets |
| Minimum Investment Return | 872462 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 872462 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 23647 | TaxBasedOnInvestmentIncome |
| Total Tax | 23647 | TotalTax |
| Distributable Amount Before Adj | 848815 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 848815 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 848815 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 5729302 | 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 | 5729302 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 23647 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 5705655 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 848815 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2008 | PriorYear1 |
| Prior Year2 | 2007 | PriorYear2 |
| Prior Year3 | 2006 | PriorYear3 |
| Excess Distri Carryover Year2 | 395448 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 235085 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 630533 | TotalExcessDistriCarryover |
| Qualifying Distributions | 5729302 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 848815 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 4880487 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 5511020 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 5511020 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 395448 | ExcessFromYear2 |
| Excess From Year1 | 235085 | ExcessFromYear1 |
| Excess From Current Year | 4880487 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | OLE ANDREAS HALVORSEN | ContributingManager |
| Contributing Manager | DIANE K HALVORSEN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (6 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 | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NEW CANAAN COUNTRY SCHOOL | ||||||||||||
| 545 PONUS RIDGE | NEW CANAAN | CT | 068403498 | NONE | 501(C)(3) | EDUCATIONAL SUPPORT | $90,000 | |||||
| WILLIAMS COLLEGE | ||||||||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | NONE | 501(C)(3) | EDUCATIONAL SUPPORT | $5,246,156 | |||||
| STANFORD GRADUATE SCHOOL OF BUSINESS | ||||||||||||
| 518 MEMORIAL WAY | STANFORD | CA | 943055009 | NONE | 501(C)(3) | EDUCATIONAL SUPPORT | $300,000 | |||||
| GREEN MOUNTAIN VALLEY SCHOOL | ||||||||||||
| 271 MOULTON ROAD | WAITSFIELD | VT | 05673 | NONE | 501(C)(3) | EDUCATIONAL SUPPORT | $42,250 | |||||
| NEW ENGLAND NORDIC SKI ASSOCIATION | ||||||||||||
| 49 PINELAND DRIVE | NEW GLOUCESTER | ME | 04260 | NONE | 501(C)(3) | SUPPORT THE DEVELOPMENT OF SKIERS FOR OLYMPIC TRAINING | $14,080 | SUITE 301A | ||||
| TROND BOLLES MINNEFOND | ||||||||||||
| FOREIGN PUBLIC CHARITY EQUIVALENT | SUPPORT OF SPECIAL FORCES WAR VETERANS IN AFGHANISTAN | $31,716 | HAAKON VIIS GATE 10 POB 1484 VIKA | OSLO | NO | NO-0116 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 5724202 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| 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 | $2,369,820 | 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 | $2,369,820 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2369820 | 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 (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | OLE ANDREAS HALVORSEN | 500 HOLLOW TREE RIDGE ROAD | DARIEN | CT | 06820 | 23161 | X |
| 2 | DIANE K HALVORSEN | 2152 WEEKS HILL ROAD | STOWE | VT | 05672 | 375000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PRICEWATERHOUSECOOPERS LLP | Category |
| Amount | $10,200 | Amount |
| Net Investment Income | 5100 | NetInvestmentIncome |
| Disbursements Charitable Prps | 5100 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VIKING GLOBAL EQU. III, LTD. | CategoryOrItem |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMV |
| Book Value | 16240957 | BookValue |
| EOYFMV | 16240957 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $119,327 |
| OTHER CURRENT PERIOD ADJUSTMENT | $7,961 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2009 FEDERAL EXTENSION PAYMENT | Category |
| Amount | $5,000 | Amount |
Comments