Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2011
For calendar year 2011, or tax year beginning 01-01-2011 , and ending 12-31-2011
G
Check all that apply:
Name of foundation
VIKING GLOBAL FOUNDATION INC
 
% VIKING GLOBAL INVESTORS LP
Number and street (or P.O. box number if mail is not delivered to street address)55 RAILROAD AVENUE   Room/suite
City or town, state, and ZIP code
GREENWICH, CT06830
A Employer identification number

90-0512778
B Telephone number (see page 10 of the instructions)

(203) 863-5039
C bullet
D 1. bullet
H Check type of organization:
2. bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,077,102J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see page 11 of the instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 58,579
2 Check bullet
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities......      
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 30,492
b Gross sales price for all assets on line 6a 500,000
7 Capital gain net income (from Part IV, line 2)... 30,492
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 89,071 30,492  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 32,657 0 0 32,657
b Accounting fees (attach schedule)....... Click to see attachment 25,000 0 0 0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see page 14 of the instructions) Click to see attachment 1,366      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 125     125
23 Other expenses (attach schedule)....... Click to see attachment 797     797
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 59,945 0 0 33,579
25 Contributions, gifts, grants paid........ 85,728 84,448
26 Total expenses and disbursements. Add lines 24 and 25 145,673 0 0 118,027
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -56,602
b Net investment income (if negative, enter -0-) 30,492
c Adjusted net income (if negative, enter -0-)...  
For Privacy Act and Paperwork Reduction Act Notice, see page 30 of the instructions.
Cat. No. 11289X Form 990-PF (2011)
Form 990-PF (2011)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 5,000,000 440,552 440,552
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet25,000
Less: allowance for doubtful accounts bullet   0 25,000 25,000
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 0 Click to see attachment4,611,550 4,611,550
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,000,000 5,077,102 5,077,102
Liabilities 17 Accounts payable and accrued expenses.......... 0 25,000
18 Grants payable................... 0 1,280
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment1,366
23 Total liabilities (add lines 17 through 22).......... 0 27,646
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 5,000,000 5,049,456
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 5,000,000 5,049,456
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 5,000,000 5,077,102
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 5,000,000
2 Enter amount from Part I, line 27a..................... 2 -56,602
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 241,346
4 Add lines 1, 2, and 3.......................... 4 5,184,744
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 135,288
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 5,049,456
Form 990-PF (2011)
Form 990-PF (2011)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 81.970269 SHS VGE III, LTD.   2011-03-01 2011-12-31
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 500,000   469,508 30,492
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       30,492
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 30,492
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see pages 13 and 17 of the instructions).
If (loss), enter -0- in Part I, line 8 . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2010 125 205,208 0.000609
2009 0 0 0.0
2008      
2007      
2006      
2 Total of line 1, column (d) ...................... 2 0.000609
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.000305
4 Enter the net value of noncharitable-use assets for 2011 from Part X, line 5..... 4 4,965,843
5 Multiply line 4 by line 3....................... 5 1,515
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 305
7 Add lines 5 and 6......................... 7 1,820
8 Enter qualifying distributions from Part XII, line 4.............. 8 118,027
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions on page 18.
Form 990-PF (2011)
Form 990-PF (2011)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 305
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 305
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 305
6 Credits/Payments:
a 2011 estimated tax payments and 2010 overpayment credited to 2011 6a  
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 650
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 650
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 345
11 Enter the amount of line 10 to be: Credited to 2012 estimated taxBullet345 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? Click to see attachment....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changesClick to see attachment....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.Click to see attachment
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see page 19 of the
    instructions)bulletCT, NY
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011 (see instructions for Part XIV on
    page 27)? If “Yes,” complete Part XIV..........................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see page 20 of the instructions) .......
    11
     
    No
    12
    Did the foundation acquire a direct or indirect interest in any applicable insurance contract before August 17, 2008?
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletVIKING GLOBAL INVESTORS LP Telephone no.bullet (203) 863-5039
    Located atbullet55 RAILROAD AVENUEGREENWICHCT ZIP+4bullet06830
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2011, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See page 20 of the instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2011?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2011, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2011?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see page 20 of the instructions.) .........
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business
    enterprise at any time during the year?.....................
    b
    If “Yes,” did it have excess business holdings in 2011 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2011.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2011?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see page 22 of the instructions)...
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see page 22 of the instructions)?
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay
    premiums on a personal benefit contract?....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see page 22 of the instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    O ANDREAS HALVORSEN DIRECTOR
    0.3     		0 0 0
    55 RAILROAD AVENUE
    GREENWICH,CT06830
    ERIC R KOMITEE SECRETARY
    0.3     		0 0 0
    55 RAILROAD AVENUE
    GREENWICH,CT06830
    THOMAS W PURCELL JR DIRECTOR
    0.3     		0 0 0
    55 RAILROAD AVENUE
    GREENWICH,CT06830
    ROSE SHABET DIRECTOR
    0.3     		0 0 0
    55 RAILROAD AVENUE
    GREENWICH,CT06830
    BARRETT C BROWN TREASURER
    0.3     		0 0 0
    55 RAILROAD AVENUE
    GREENWICH,CT06830
    CAROLYN O'BRIEN EXECUTIVE DIRECTOR/PRESIDENT
    40.0     		0 0 0
    55 RAILROAD AVENUE
    GREENWICH,CT06830
    2 Compensation of five highest-paid employees (other than those included on line 1—see page 23 of the instructions).
    If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see page 23 of the instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see page 23 of the instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see page 24 of the instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    772,523
    c
    Fair market value of all other assets (see page 24 of the instructions)............
    1c
    4,268,942
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,041,465
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,041,465
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see page 25
    of the instructions) ...........................
    4
    75,622
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,965,843
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    248,292
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    248,292
    2a
    Tax on investment income for 2011 from Part VI, line 5......
    2a
    305
    b
    Income tax for 2011. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    305
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    247,987
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    247,987
    6
    Deduction from distributable amount (see page 25 of the instructions)...........
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    247,987
    Part XII
    Qualifying Distributions (see page 25 of the instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    118,027
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    118,027
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see page 26 of the instructions)............
    5
    305
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    117,722
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 8
    Part XIII
    Undistributed Income (see page 26 of the instructions)
    (a)
    Corpus     		(b)
    Years prior to 2010     		(c)
    2010     		(d)
    2011
    1 Distributable amount for 2011 from Part XI, line 7 247,987
    2 Undistributed income, if any, as of the end of 2011:
    a Enter amount for 2010 only....... 10,135
    b Total for prior years:2009, 2008, 2007  
    3 Excess distributions carryover, if any, to 2011:
    a From 2006.......  
    b From 2007.......  
    c From 2008.......  
    d From 2009.......  
    e From 2010....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2011 from Part
    XII, line 4: bullet$ 118,027
    a Applied to 2010, but not more than line 2a 10,135
    b Applied to undistributed income of prior years
    (Election required—see page 26 of the instructions)    		  
    c Treated as distributions out of corpus (Election
    required—see page 26 of the instructions)...     		 
    d Applied to 2011 distributable amount..... 107,892
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2011. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable
    amount—see page 27 of the instructions ...     		 
    e Undistributed income for 2010. Subtract line
    4a from line 2a. Taxable amount—see page 27
    of the instructions ...........     		 
    f Undistributed income for 2011. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2011 ..........     		140,095
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see page 27
    of the instructions) ...........     		 
    8Excess distributions carryover from 2006 not
    applied on line 5 or line 7 (see page 27 of the
    instructions) .............     		 
    9Excess distributions carryover to 2012.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2007....  
    b Excess from 2008....  
    c Excess from 2009....  
    d Excess from 2010....  
    e Excess from 2011.... 0
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 9
    Part XIV
    Private Operating Foundations (see page 27 of the instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2011, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2011 (b) 2010 (c) 2009 (d) 2008
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see page 27 of the instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICARES
    88 HAMILTON AVENUE
    STAMFORD,CT06902     		NONE SECTION 501(C)(3) ASSIST IN DELIVERING OF DONATED MEDICINES AND MEDICAL SUPPLIES 620
    NATURE CONSERVANCY
    55 CHURCH STREET
    FLOOR 3
    NEW HAVEN,CT06510     		NONE SECTION 501(C)(3) PROTECT EARTH'S NATURAL RESOURCES AND BEAUTY 100
    UNIVERSITY OF ROCHESTER
    910 GENESEE STREET
    SUITE 200
    ROCHESTER,NY14611     		NONE SECTION 501(C)(3) EDUCATION 5,250
    MOVEMBER
    1518 ABBOT KINNEY BOULEVARD
    C/O ADAM GARONE
    VENICE,CA90291     		NONE SECTION 501(C)(3) RAISING AWARENESS FOR MEN'S HEALTH AND CANCERS THAT AFFECT PREDOMINANTLY MEN 250
    WATCHTOWER BIBLE AND TRACT SOCIETY OF NEW YORK
    25 COLUMBIA HEIGHTS
    BROOKLYN,NY11201     		NONE SECTION 501(C)(3) RELIGIOUS TEACHINGS 5,000
    YESHIVA GEDOLAH OF THE FIVE TOWNS
    PO BOX 396
    WOODMERE,NY11598     		NONE SECTION 501(C)(3) RELIGIOUS STUDIES 4,000
    TORAH ACADEMY FOR GIRLS
    444 BEACH 6TH STREET
    FAR ROCKAWAY,NY11691     		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,CT06903     		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,CT06830     		NONE SECTION 501(C)(3) RELIGIOUS EDUCATION 1,150
    EIF REVLON RUNWALK FOR WOMEN
    1201 WEST 5TH STREET
    SUITE T-700
    LOS ANGELES,CA90017     		NONE SECTION 501(C)(3) SUPPORT OF CANCER RESEARCH 100
    STERLING AND FRANCINE CLARK ART INSTITUTE
    225 SOUTH STREET
    WILLIAMSTOWN,MA01267     		NONE SECTION 501(C)(3) SUPPORT OF THE ARTS 5,000
    NORTHERN WESTCHESTER HOSPITAL ASSOCIATION
    400 EAST MAIN STREET
    MOUNT KISCO,NY10549     		NONE SECTION 501(C)(3) ADVANCEMENTS IN MEDICINE 1,000
    GREENWICH LIBRARY
    101 WEST PUTNAM AVENUE
    TRUSTEES OFFICE
    GREENWICH,CT06830     		NONE SECTION 501(C)(3) SUPPORT OF LITERATURE 500
    AMERICAN NATIONAL RED CROSS
    2025 E STREET
    WASHINGTON,DC20006     		NONE SECTION 501(C)(3) GENERAL SUPPORT OF PEOPLE'S SAFETY, HEALTH AND WELL-BEING 286
    AMERICAN CANCER SOCIETY
    250 WILLIAMS STREET
    ATLANTA,GA30303     		NONE SECTION 501(C)(3) ADVANCEMENTS IN CANCER RESEARCH AND SUPPORT OF CANCER TREATMENT 250
    JUVENILE DIABETES RESEARCH FOUNDATION
    26 BROADWAY
    14TH FLOOR
    NEW YORK,NY10004     		NONE SECTION 501(C)(3) SUPPORT THE MEDICINE OF AND MEDICAL ADVANCEMENTS IN CURING AND MANAGING JUVENILE DIABETES 250
    ST LUKE'S FOUNDATION INC
    377 NORTH WILTON ROAD
    NEW CANAAN,CT06840     		NONE SECTION 501(C)(3) EDUCATION 2,500
    GEORGE AND RAYMOND FRANK FOUNDATION
    PO BOX 7889
    YARMOUTH,ME04096     		NONE SECTION 501(C)(3) SUPPORT OF SPORTS, RECREATION AND LEISURE 1,000
    JOSHUA HOUSE FUND
    PO BOX 1792
    DARIEN,CT06820     		NONE SECTION 501(C)(3) BUILDING HOUSES FOR IMPOVERSISHED FAMILIES 500
    DREAMYARD DRAMA PROJECT
    1085 WASHINGTON AVENUE
    BRONX,NY10456     		NONE SECTION 501(C)(3) COMMUNITY SUPPORT AND ENVIRONMENTAL CLEANING 5,000
    IMENTOR
    30 BROAD STREET
    9TH FLOOR
    NEW YORK,NY10004     		NONE SECTION 501(C)(3) SUPPORT THE IMPROVEMENT OF LIVES OF HIGH SCHOOL STUDENTS FROM UNDERDESERVED COMMUNITIES 1,000
    BOWERY RESIDENTS' COMMITTEE
    131 WEST 25TH STREET
    12TH FLOOR
    NEW YORK,NY10001     		NONE SECTION 501(C)(3) SUPPORT RESTORATION OF HOPE AND DIGNITY THROUGH OFFERING OF SERVICES FOR HEALTH AND SELF-SUFFICIENCY 1,000
    SANTA CATALINA SCHOOL
    1500 MARK THOMAS DRIVE
    MONTEREY,CA93940     		NONE SECTION 501(C)(3) EDUCATION 500
    TRUSTEES OF SMITH COLLEGE
    COLLEGE HALL 204
    10 ELM STREET
    NORTHAMPTON,MA01063     		NONE SECTION 501(C)(3) EDUCATION 100
    WATERSIDE SCHOOL
    770 PACIFIC STREET
    STAMFORD,CT06902     		NONE SECTION 501(C)(3) EDUCATION 5,000
    ST JOSEPH'S HIGH SCHOOL
    80 WILLOUGHBY STREET
    NEW YORK,NY11201     		NONE SECTION 501(C)(3) EDUCATION 500
    HEARING HEALTH FOUNDATION
    363 SEVENTH AVENUE
    10TH FLOOR
    NEW YORK,NY100013904     		NONE SECTION 501(C)(3) SUPPORT THE PREVENTION AND CURING OF HEARING LOSS THROUGH GROUNDBREAKING RESEARCH 5,500
    NATIONAL KIDNEY FOUNDATION OF GREATER NEW YORK
    30 EAST 33RD STREET
    NEW YORK,NY10016     		NONE SECTION 501(C)(3) SUPPORT RESEARCH TO PREVENT KIDNEY DISEASES AND PROMOTE ORGAN DONATION 200
    DURIHANA INC
    PO BOX 3451
    MCLEAN,VA22103     		NONE SECTION 501(C)(3) SUPPORT RESCUE OF NORTH KOREAN ESCAPEES 2,500
    WORLD VISION
    PO BOX 9716
    FEDERAL WAY,WA98063     		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,CT06901     		NONE SECTION 501(C)(3) SUPPORT OF STAMFORD FIREFIGHTERS 250
    THE STAMFORD EMERGENCY MEDICAL SERVICES INC
    684 LONG RIDGE ROAD
    STAMFORD,CT06902     		NONE SECTION 501(C)(3) SUPPORT OF AMBULATORY MEDICAL SERVICES 250
    FOUNDATION OF THE STATE OF NY AT BINGHAMTON INC
    PO BOX 6005
    BINGHAMTON,NY13902     		NONE SECTION 501(C)(3) EDUCATION 1,000
    JESUIT REFUGEE SERVICEUSA
    1016 16TH STREET NW
    SUITE 500
    WASHINGTON,DC20036     		NONE SECTION 501(C)(3) SUPPORT THE RIGHTS OF JESUIT REFUGEES 1,000
    COLUMBIA PARK WEST NURSERY SCHOOL
    100 WEST 94TH STREET
    NEW YORK,NY10025     		NONE SECTION 501(C)(3) EDUCATION 5,000
    INTERNATIONAL CONGRESS OF CHURCH AND MINISTRIES
    5746 MARLIN ROAD
    SUITE 500
    CHATTANOOGA,TN37411     		NONE SECTION 501(C)(3) RELIGIOUS 1,500
    THE COMMUNITY FUND OF DARIEN
    PO BOX 926
    701 POST ROAD
    DARIEN,CT06820     		NONE SECTION 501(C)(3) SUPPORT LOCAL CHANGING OF LIVES IN DARIEN 250
    UNIVERSITY OF NOTRE DAME DU LAC
    CONTROLLERS OFFICE
    731 GRACE HALL
    NOTRE DAME,IN46556     		NONE SECTION 501(C)(3) EDUCATION 500
    ALL HALLOWS FOUNDATION
    360 HOLLYWOOD AVENUE
    TUCKAHOE,NY10707     		NONE SECTION 501(C)(3) RELIGIOUS EDUCATION 5,000
    CHILDREN'S COMMUNITY DEVELOPMENT CENTER
    90 HILLSPOINT ROAD
    WESTPORT,CT06880     		NONE SECTION 501(C)(3) SUPPORT OF FAMILIES 100
    CHILDREN'S AID SOCIETY
    105 EAST 22ND STREET
    NEW YORK,NY10010     		NONE SECTION 501(C)(3) SUPPORT OF CHILDREN THROUGH HEALTH, EDUCATION AND ADOPTION 500
    ALPHA HOUSE OF TAMPA
    208 SOUTH TAMPANIA AVENUE
    TAMPA,FL33609     		NONE SECTION 501(C)(3) SUPPORT FOR EMPOWERING PREGNANT AND PARENTING WOMEM IN CRISIS 5,000
    PRESIDENT AND FELLOWS OF MIDDLEBURY
    CONTROLLERS OFFICE
    NO 230
    MIDDLEBURY,VT05753     		NONE SECTION 501(C)(3) EDUCATION 1,000
    WNYC RADIO
    160 VARICK STREET
    9TH FLOOR
    NEW YORK,NY10013     		NONE SECTION 501(C)(3) GENERAL SUPPORT 192
    RIVERDALE COUNTRY SCHOOL
    5250 FIELDSTON ROAD
    RIVERDALE,NY10471     		NONE SECTION 501(C)(3) EDUCATION 250
    PARTNERS IN HEALTH
    PO BOX 845578
    BOSTON,MA02284     		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,NY10471     		NONE SECTION 501(C)(3) SUPPORT OF NONSECTARIAN GERIATRIC CARE 2,000
    NEW YORK UNIVERSITY SCHOOL OF LAW FOUNDATION
    110 WEST 3RD STREET
    2ND FLOOR
    NEW YORK,NY10012     		NONE SECTION 501(C)(3) EDUCATION 1,000
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    WASHINGTON,DC20037     		NONE SECTION 501(C)(3) SUPPORT OF ENDANGERED ANIMALS 500
    BROOKLYN FRIENDS SCHOOL
    375 PEARL STREET
    BROOKLYN,NY11201     		NONE SECTION 501(C)(3) EDUCATION 1,000
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    1275 YORK AVENUE
    NEW YORK,NY10065     		NONE SECTION 501(C)(3) SUPPORT OF CANCER RESEARCH AND EXPLORATION OF CURES 500
    CENTER FOR NEIGHBORHOOD TECHNOLOGY
    2125 WEST NORTH AVENUE
    CHICAGO,IL60647     		NONE SECTION 501(C)(3) SUPPORT OF URBAN SUSTAINABILITY 100
    RONALD MCDONALD HOUSE OF NEW YORK
    405 EAST 73RD STREET
    NEW YORK,NY10021     		NONE SECTION 501(C)(3) GENERAL SUPPORT FOR CHILDREN'S WELFARE AND WELL-BEING 100
    FERGUSON LIBRARY
    1 PUBLIC LIBRARY PLAZA
    STAMFORD,CT06904     		NONE SECTION 501(C)(3) EDUCATION 100
    GEORGETOWN UNIVERSITY
    37TH AND O STREETS NW
    WASHINGTON,DC20007     		NONE SECTION 501(C)(3) EDUCATION 100
    COLLEGE YEAR IN ATHENS
    PO BOX 390890
    CAMBRIDGE,MA02139     		NONE SECTION 501(C)(3) SUPPORT OF EDUCATIONAL STUDY ABROAD PROGRAMS 100
    WILLIAMS COLLEGE
    PO BOX 67
    WILLIAMSTOWN,MA01267     		NONE SECTION 501(C)(3) EDUCATION 1,000
    MEAK ALLIANCE INC (AKA UNDER THE ACACIA)
    284 MOTT STREET
    APT 9Q
    NEW YORK,NY10012     		NONE SECTION 501(C)(3) SUPPORT OF GENERATING SUSTAINABLE COMMUNITIES IN AREAS SUCH AS KENYA 1,000
    UNIVERSITY OF PENNSYLVANIA - SCHOOL OF DESIGN
    3451 WALNUT STREET
    SUITE 305
    PHILADELPHIA,PA19104     		NONE SECTION 501(C)(3) EDUCATION 1,000
    SKIDMORE COLLEGE
    815 NORTH BROADWAY
    SARATOGA SPRINGS,NY12866     		NONE SECTION 501(C)(3) EDUCATION 1,000
    Total .................................bullet 3a 84,448
    bApproved for future payment
    HACKERS FOR HOPE
    9 HARMONY STREET
    DANBURY,CT06810     		NONE SECTION 501(C)(3) HELPING TO RAISE MONEY FOR CANCER RESEARCH 830
    LEUKEMIA & LYMPHOMA SOCIETY
    1311 MAMARONECK AVENUE
    SUITE 310
    WHITE PLAINS,NY10605     		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
    THE MARITIME AQUARIUM AT NORWALK INC
    10 NORTH WATER STREET
    SOUTH NORWALK,CT06854     		NONE SECTION 501(C)(3) DEVOTED TO THE SUPPORT FOR THE LONG ISLAND SOUND 100
    STAMFORD MUSEUM & NATURE CENTER
    39 SCOFIELDTOWN ROAD
    STAMFORD,CT06903     		NONE SECTION 501(C)(3) GENERAL SUPPORT OF LEARNING EXPERIENCES ON THE FARM, EXHIBITIONS AND NATURAL SCIENCE CENTERS 100
    Total .................................bullet 3b 1,280
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See page 28 of
    the instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aNONE          
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments          
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     18 30,492  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   30,492  
    13Total. Add line 12, columns (b), (d), and (e)..................
    1330,492
    (See worksheet in line 13 instructions on page 28 to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the organization’s exempt purposes (other than by providing funds for such purposes). (See
    page 28 of the instructions.)
    Form 990-PF (2011)
    Form 990-PF (2011)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    SignHere
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    Signature of officer or trustee Date Title
    PaidPreparersUseOnly Preparer's SignatureBullet Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2011)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2011
    Name of organization
    VIKING GLOBAL FOUNDATION INC
     
    Employer identification number

    90-0512778
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2, of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 2
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    VIKING GLOBAL FOUNDATION INC
          		Employer identification number

    90-0512778
    Part I
    Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
    		     
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    VIKING GLOBAL INVESTORS LP    
    55 RAILROAD AVENUE
       
    GREENWICH, CT   06830

    		$58,579




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

         
     
       

    		$  




    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 3
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    VIKING GLOBAL FOUNDATION INC
          		Employer identification number

    90-0512778
    Part II
    Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
    		     
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions).     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Page 4
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
    Name of organization
    VIKING GLOBAL FOUNDATION INC
          		Employer identification number

    90-0512778
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
    Use duplicate copies of Part III if additional space is needed
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I    		 (b)
    Purpose of gift    		 (c)
    Use of gift    		 (d)
    Description of how gift is held
     
    (e)
    Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2011 AccountingFeesSchedule
    Name:
    VIKING GLOBAL FOUNDATION INC
    EIN: 90-0512778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER ACCOUNTING FEES 25,000      

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2011 DepreciationSchedule
    Name:
    VIKING GLOBAL FOUNDATION INC
    EIN: 90-0512778
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2011 InvestmentsOtherSchedule2
    Name:
    VIKING GLOBAL FOUNDATION INC
    EIN: 90-0512778
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    VIKING GLOBAL EQU. III, LTD. FMV 3,411,702 3,411,702
    VIKING LONG FUND III, LTD. FMV 1,199,848 1,199,848

    TY 2011 LandEtcSchedule2
    Name:
    VIKING GLOBAL FOUNDATION INC
    EIN: 90-0512778
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2011 LegalFeesSchedule
    Name:
    VIKING GLOBAL FOUNDATION INC
    EIN: 90-0512778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SCHULTE, ROTH & ZABEL LLP 10,497     10,497
    ROBINSON & COLE LLP 22,160     22,160


    TY 2011 OtherDecreasesSchedule
    Name:
    VIKING GLOBAL FOUNDATION INC
    EIN: 90-0512778
    Description Amount
    EMPLOYEE CONTRIBUTED SERVICES 102,288
    CONTRIBUTED SUPPORT 33,000


    TY 2011 OtherExpensesSchedule
    Name:
    VIKING GLOBAL FOUNDATION INC
    EIN: 90-0512778
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CT CORPORATE FILING FEES 547     547
    NYS DEPARTMENT OF LAW 250     250


    TY 2011 OtherIncreasesSchedule
    Name:
    VIKING GLOBAL FOUNDATION INC
    EIN: 90-0512778
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 106,058
    EMPLOYEE CONTRIBUTED SERVICES 102,288
    CONTRIBUTED SUPPORT 33,000


    TY 2011 OtherLiabilitiesSchedule
    Name:
    VIKING GLOBAL FOUNDATION INC
    EIN: 90-0512778
    Description Beginning of Year - Book Value End of Year - Book Value
    FEDERAL EXCISE TAX PAYABLE 0 305
    DEFERRED FEDERAL EXCISE TAX LIABILITY 0 1,061


    TY 2011 TaxesSchedule
    Name:
    VIKING GLOBAL FOUNDATION INC
    EIN: 90-0512778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAXES 1,366