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
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012
Name of foundation
VIKING GLOBAL FOUNDATION INC
C/O VIKING GLOBAL INVESTORS LP
% VIKING GLOBAL INVESTORS LP
Number and street (or P.O. box number if mail is not delivered to street address)55 RAILROAD AVENUESuiteRoom/suite
City or town, state, and ZIP code
GREENWICH, CT06830
A Employer identification number

90-0512778
B Telephone number (see instructions)

(203) 863-5039
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,110,746J 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 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) 99,003
2 Check bullet
3 Interest on savings and temporary cash investments 198,458 198,458  
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  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)...  
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........ 297,461 198,458  
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 9,367 0 0 9,367
b Accounting fees (attach schedule)....... Click to see attachment 42,613 0 0 27,613
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 18,288 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 11,137 0 0 11,137
22 Printing and publications.......... 130 0 0 130
23 Other expenses (attach schedule)....... Click to see attachment 35,756 0 0 35,756
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 117,291 0 0 84,003
25 Contributions, gifts, grants paid........ 975,045 941,949
26 Total expenses and disbursements. Add lines 24 and 25 1,092,336 0 0 1,025,952
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -794,875
b Net investment income (if negative, enter -0-) 198,458
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
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............... 440,552 173,603 173,603
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet150,000
Less: allowance for doubtful accounts bullet     150,000 150,000
4 Pledges receivable bullet40,000
Less: allowance for doubtful accounts bullet   25,000 40,000 40,000
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)........... 4,611,550 Click to see attachment4,747,143 4,747,143
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) 5,077,102 5,110,746 5,110,746
Liabilities 17 Accounts payable and accrued expenses.......... 25,000 40,000
18 Grants payable................... 1,280 33,096
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 attachment1,366 Click to see attachment19,654
23 Total liabilities (add lines 17 through 22).......... 27,646 92,750
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......... 5,049,456 5,017,996
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).................... 5,049,456 5,017,996
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 5,077,102 5,110,746
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 5,049,456
2 Enter amount from Part I, line 27a..................... 2 -794,875
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 1,329,128
4 Add lines 1, 2, and 3.......................... 4 5,583,709
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 565,713
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 5,017,996
Form 990-PF (2012)
Form 990-PF (2012)
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.)
1a
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
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
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  
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 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))
2011 117,722 4,965,843 0.023706
2010 125 205,208 0.000609
2009 0 0 0.0
2008      
2007      
2 Total of line 1, column (d) ...................... 2 0.024315
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 0.008105
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 5,373,022
5 Multiply line 4 by line 3....................... 5 43,548
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,985
7 Add lines 5 and 6......................... 7 45,533
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,025,952
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.
Form 990-PF (2012)
Form 990-PF (2012)
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 1,985
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 1,985
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 1,985
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 345
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 3,823
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,168
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 2,183
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet2,183 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
    Yes
     
    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 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 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    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 instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    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 2012, 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 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 (2012)
    Form 990-PF (2012)
    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 2012?.............
    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 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    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 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 2012 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 2012.)....................
    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 2012?
    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 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 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 (2012)
    Form 990-PF (2012)
    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 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
    0.06     		0 0 0
    55 RAILROAD AVENUE
    GREENWICH,CT06830
    ERIC R KOMITEE SECRETARY
    0.06     		0 0 0
    55 RAILROAD AVENUE
    GREENWICH,CT06830
    THOMAS W PURCELL JR DIRECTOR
    0.06     		0 0 0
    55 RAILROAD AVENUE
    GREENWICH,CT06830
    ROSE SHABET DIRECTOR
    0.06     		0 0 0
    55 RAILROAD AVENUE
    GREENWICH,CT06830
    BARRETT C BROWN TREASURER
    0.06     		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 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 0
    3 Five highest-paid independent contractors for professional services (see 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.............bullet0
    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 (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see 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 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
    182,186
    c
    Fair market value of all other assets (see instructions)................
    1c
    5,272,659
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,454,845
    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
    5,454,845
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    81,823
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,373,022
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    268,651
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    268,651
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    1,985
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,985
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    266,666
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    266,666
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    266,666
    Part XII
    Qualifying Distributions (see 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
    1,025,952
    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
    1,025,952
    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 instructions).................
    5
    1,985
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,023,967
    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 (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 266,666
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only....... 140,095
    b Total for prior years:2010, 2009, 2008  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008.......  
    c From 2009.......  
    d From 2010.......  
    e From 2011....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 1,025,952
    a Applied to 2011, but not more than line 2a 140,095
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount..... 266,666
    e Remaining amount distributed out of corpus 619,191
    5 Excess distributions carryover applied to 2012.    
    (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 5 619,191
    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 instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		619,191
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009....  
    c Excess from 2010....  
    d Excess from 2011.... 0
    e Excess from 2012.... 619,191
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see 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 2012, 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) 2012 (b) 2011 (c) 2010 (d) 2009
             
    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 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 (2012)
    Form 990-PF (2012)
    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
    Achiezer Community Resource Center Inc
    148 BEACH 9TH ST 2-C
    FAR ROCKAWAY,NY116915629     		NONE 501(C)(3)PUBLICCHARI Hurricane Sandy Disaster Relief Fund 3,000
    Alex's Lemonade Stand
    333 E LANCASTER AVE 414
    WYNNEWOOD,PA190961929     		NONE 501(C)(3)PUBLICCHARI General Support 250
    All Our Kin
    PO BOX 8477
    NEW HAVEN,CT06530     		NONE 501(C)(3)PUBLICCHARI SUPPORT PROGRAM EXPANSION TO BRIDGEPORT, NORWALK AND NORTHERN FAIRFIELD COUNTY TO ENHANCE DATA COLLECTION & EVALUATION ACTIVITIES 145,000
    Alzheimers Association
    225 N MICHIGAN AVE
    STE 1700
    CHICAGO,IL606017757     		NONE 501(C)(3)PUBLICCHARI General Support 250
    Alzheimers Drug Discovery Foundation
    57 W 57TH ST
    STE 904
    NEW YORK,NY100192822     		NONE 501(C)(3)PUBLICCHARI General Support 2,000
    AMERICAN CANCER SOCIETY INC
    6725 LYONS ST
    E SYRACUSE,NY130579332     		NONE 501(C)(3)PUBLICCHARI ADVANCEMENTS IN CANCER RESEARCH AND SUPPORT OF CANCER TREATMENT 700
    American NATIONAL Red Cross
    2025 E ST NW
    WASHINGTON,DC200065009     		NONE 501(C)(3)PUBLICCHARI GENERAL SUPPORT OF PEOPLE'S SAFETY, HEALTH AND WELL-BEING & HURRICANE SANDY DISASTER RELIEF FUND 4,550
    AmeriCares Foundation
    88 HAMILTON AVE
    STAMFORD,CT069023111     		NONE 501(C)(3)PUBLICCHARI AIRLIFT BENEFIT, HURRICANE SANDY DISASTER RELIEF FUND & GENERAL SUPPORT 6,300
    Architecture for Humanity
    848 FOLSOM ST
    2ND FLR STE 201
    SAN FRANCISCO,CA941071173     		NONE 501(C)(3)PUBLICCHARI Hurricane Sandy Disaster Relief Fund 750
    AMERICAN SOC FOR THE PREVENT OF CRUELTY TO ANIMALS
    424 E 92ND ST
    NEW YORK,NY101286804     		NONE 501(C)(3)PUBLICCHARI General Support 300
    Audubon Greenwich
    613 Riversville Road
    Greenwich,CT06831     		NONE 501(C)(3)PUBLICCHARI General Support 100
    BIG BROTHERS BIG SISTERS PITTSBURGH
    5989 PENN CIRCLE
    PITTSBURGH,PA152063820     		NONE 501(C)(3)-509(A)(3)- General Support 100
    Books for Kids FOUNDATION
    240 W 37TH ST
    RM 309
    NEW YORK,NY100182434     		NONE 501(C)(3)PUBLICCHARI General Support 579
    Bowery Resident's Committee
    131 W 25TH STREET
    12TH FLOOR
    NEW YORK,NY100017207     		NONE 501(C)(3)PUBLICCHARI SUPPORT RESTORATION OF HOPE AND DIGNITY THROUGH OFFERING OF SERVICES FOR HEALTH AND SELF-SUFFICIENCY 1,000
    Bridgeport Rescue Mission
    1088 FAIRFIELD AVE
    BRIDGEPORT,CT066051116     		NONE 501(C)(3)PUBLICCHARI General Support 500
    Broadway Housing
    583 RIVERSIDE DRIVE
    NEW YORK,NY10031     		NONE 501(C)(3)PUBLICCHARI SUPPORT EXPANSION INTO SUGAR HILL & ENHANCE VOLUNTARY ACCREDITATION PROCESSES AND IMPLEMENTING A NEW ARTS CURRICULUM 150,000
    Brooklyn Kindergarten Society
    57 WILLOUGHBY ST
    4TH FLOOR
    BROOKLYN,NY11201     		NONE 501(C)(3)PUBLICCHARI SUPPORT FULL ENROLLMENT PROMOTION, ENHANCE PROGRAM QUALITY AND ENSURE QUALITY TEACHING & LEADERSHIP 150,000
    BRUNSWICK SCHOOL INC
    100 MAHER AVE
    GREENWICH,CT068305618     		NONE 501(C)(3)PUBLICCHARI General Support 250
    Catholic Charities - Archdiocese of NY
    1011 1ST AVE
    FL 16
    NEW YORK,NY100224112     		NONE 501(C)(3)PUBLICCHARI Hurricane Sandy Disaster Relief Fund 300
    CATHOLIC CHARITIES SAN DIEGO
    349 CEDAR ST
    SAN DIEGO,CA921013112     		NONE 501(C)(3)PUBLICCHARI Rockaway Relief Fund 750
    Charlie's Champions Foundation
    33 CATHEDRAL AVE
    GARDEN CITY,NY115304422     		NONE 501(C)(3)PUBLICCHARI General Support 100
    CHILD GUIDANCE CENTER OF SOUTHERN CT INC
    103 W BROAD ST
    STAMFORD,CT069023713     		NONE 501(C)(3)PUBLICCHARI SUPPORT CRITICAL MENTAL HEALTH SERVICES FOR CHILDREN AGE BIRTH TO FIVE 90,000
    Children's Defense Fund
    25 E ST NW
    WASHINGTON,DC200011522     		NONE 501(C)(3)PUBLICCHARI General Support 500
    Church of the Annunziata
    9305 CLAYTON RD
    SAINT LOUIS,MO631241511     		NONE 501(C)(3)PUBLICCHARI General Support 100
    COUNCIL OF JEWISH EMIGRE COMMUNITY ORGANIZATIONS
    261 MADISON AVE
    STE 1504
    NEW YORK,NY100162303     		NONE 501(C)(3)PUBLICCHARI Hurricane Sandy Disaster Relief Fund 375
    College Year in Athens
    PO BOX 390890
    CAMBRIDGE,MA021390010     		NONE 501(C)(3)PUBLICCHARI SUPPORT OF EDUCATIONAL STUDY ABROAD PROGRAMS 125
    Colorado State University
    410 UNIVERSITY SERVICES CTR
    FORT COLLINS,CO805239100     		NONE 501(C)(3)PUBLICCHARI General Support 200
    COMMUNITY FOOD BANK OF NEW JERSEY INC
    31 EVANS TERMINAL ROAD
    HILLSIDE,NJ072052400     		NONE 501(C)(3)PUBLICCHARI General Support 1,500
    Community Foundation of New Jersey
    PO BOX 33835 KNOX HILL RD
    MORRISTOWN,NJ07963     		NONE 501(C)(3)PUBLICCHARI New Jersey Recovery Fund 3,000
    Connecticut Food Bank
    150 BRADLEY ST
    EAST HAVEN,CT065121407     		NONE 501(C)(3)PUBLICCHARI General Support 2,000
    CROHNS & COLITIS FOUNDATION OF AMERICA
    386 PARK AVE S
    FL 17
    NEW YORK,NY100168804     		NONE 501(C)(3)PUBLICCHARI General Support 250
    Crosby's Fund Wilmot Cancer Center
    300 EAST RIVER RD
    PO BOX 278996
    ROCHESTER,NY14627     		NONE 501(C)(3)PUBLICCHARI General Support 5,000
    Cystic Fibrosis Foundation
    6931 ARLINGTON RD
    STE 312
    BETHESDA,MD208147224     		NONE 501(C)(3)PUBLICCHARI General Support 100
    Direct Relief International
    27 S LA PATERA LN
    SANTA BARBARA,CA931173214     		NONE 501(C)(3)PUBLICCHARI Hurricane Sandy Disaster Relief Fund 300
    DOCTORS WITHOUT BORDERS USA INC
    333 7TH AVE
    FL 2
    NEW YORK,NY100015029     		NONE 501(C)(3)PUBLICCHARI General Support 2,000
    Fairfield County Community Foundation
    383 Main Avenue
    Norwalk,CT068511543     		NONE 501(C)(3)PUBLICCHARI General Support 25,000
    FAMILY CENTERS INC
    PO BOX 7550
    GREENWICH,CT068367550     		NONE 501(C)(3)PUBLICCHARI SUPPORT BRIGHT BEGINNINGS EARLY CARE & EDUCATION PROGRAM AND DEVELOP HIGH-QUALITY TEACHING LEADERS 150,000
    FOUNDATION for Educating Children with Autism
    PO BOX 813
    MOUNT KISCO,NY105490813     		NONE 501(C)(3)PUBLICCHARI General Support 100
    Ferguson Library
    1 PUBLIC LIBRARY PLAZA
    STAMFORD,CT06904     		NONE 501(C)(3)PUBLICCHARI EDUCATION 500
    FINANCIAL COMMUNICATIONS SOCIETY
    220 EAST 23RD STREET
    NEW YORK,NY100104606     		NONE 501(C)(3)PUBLICCHARI 2012 Race for Kids 640
    Fisher House Foundation
    111 ROCKVILLE PIKE
    STE 420
    ROCKVILLE,MD208505168     		NONE 501(C)(3)PUBLICCHARI General Support 500
    FOOD BANK FOR NEW YORK CITY FOOD FOR SURVIVAL
    39 BROADWAY
    FL 10
    NEW YORK,NY100063093     		NONE 501(C)(3)PUBLICCHARI General Support & Hurricane Sandy Disaster Relief FUND 7,110
    Greenwich Country Day School
    PO BOX 623
    GREENWICH,CT068360623     		NONE 501(C)(3)PUBLICCHARI General Support 500
    Greenwich Library
    101 W PUTNAM AVE
    GREENWICH,CT068305328     		NONE 501(C)(3)PUBLICCHARI SUPPORT OF LITERATURE 500
    HACKERS FOR HOPE INC
    9 HARMONY ST
    DANBURY,CT068106507     		NONE 501(C)(3)PUBLICCHARI HELPING TO RAISE MONEY FOR CANCER RESEARCH 830
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    Office of the Recording Secretary
    124 Mount Auburn Street
    CAMBRIDGE,MA021385366     		NONE 501(C)(3)PUBLICCHARI Harvard Business School 250
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    Office of the Recording Secretary
    124 Mount Auburn Street
    CAMBRIDGE,MA021385366     		NONE 501(C)(3)PUBLICCHARI General Support 1,000
    Haverford School
    450 LANCASTER AVE
    HAVERFORD,PA190411337     		NONE 501(C)(3)PUBLICCHARI General Support 100
    iMentor
    30 Broad St
    9TH FLOOR
    New York,NY10004     		NONE 501(C)(3)PUBLICCHARI SUPPORT THE IMPROVEMENT OF LIVES OF HIGH SCHOOL STUDENTS FROM UNDERSERVED COMMUNITIES 1,000
    INDIAN ASSEMBLY OF GOD
    204 MCLEAN AVE
    YONKERS,NY107054420     		NONE 501(C)(3)PUBLICCHARI TO HELP POOR WITH EDUCATIONAL ASSIST, MEDICAL TREATMENT, FOOD AND SHELTER 3,500
    International Rett Syndrome Foundation
    4600 DEVITT DR
    WEST CHESTER,OH452461104     		NONE 501(C)(3)PUBLICCHARI General Support 1,000
    Joanna M Nicolay Melanoma Foundation
    255 CLIFTON BLVD
    STE 203
    WESTMINSTER,MD211574786     		NONE 501(C)(3)PUBLICCHARI IN SUPPORT OF "WIN THE FIGHT" 100
    Lehigh University
    27 MEMORIAL DRIVE WEST
    BETHLEHEM,PA180153027     		NONE 501(C)(3)PUBLICCHARI General Support 500
    Leukemia & Lymphoma Society
    1131 Mamaroneck Ave
    SUITE 310
    White Plains,NY10605     		NONE 501(C)(3)-509(A)(3)- SUPPORT THE CURE OF LEUKEMIA, LYMPHOMA, HODGKIN'S DISEASE AND MYELOMA, AND IMPROVE THE QUALITY OF LIFE OF PATIENCE AND THEIR FAMILIES 1,200
    Lev LaLev Fund
    14 MELNICK DR
    MONSEY,NY109523328     		NONE 501(C)(3)PUBLICCHARI General Support 3,300
    Long Island Community Foundation
    1864 Muttontown Road
    Syosett,NY11791     		NONE 501(C)(3)PUBLICCHARI Hurricane Sandy Disaster Relief Fund 600
    Lupus Foundation of America
    500 OLD YORK RD
    SUITE 110
    JENKINTOWN,PA19046     		NONE 501(C)(3)PUBLICCHARI General Support 500
    Madison Playgroup
    215 EAST 80 STREET
    NEW YORK,NY100750531     		NONE 501(C)(3)PUBLICCHARI General Support 250
    THE MARITIME AQUARIUM AT NORWALK INC
    10 NORTH WATER STREET
    SOUTH NORWALK,CT06854     		NONE 501(C)(3)PUBLICCHARI DEVOTED TO THE SUPPORT FOR THE LONG ISLAND SOUND 100
    THE MAYORS FUND TO ADVANCE NEW YORK CITY
    253 BROADWAY
    FL 8
    NEW YORK,NY100072327     		NONE 501(C)(3)PUBLICCHARI Hurricane Sandy Disaster Relief Fund 4,200
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    633 3RD AVE REAR 6
    NEW YORK,NY100176719     		NONE 501(C)(3)PUBLICCHARI General Support 2,000
    PRESIDENT & FELLOWS OF MIDDLEBURY
    161 ADIRONDACK VIEW
    MIDDLEBURY,VT05753     		NONE 501(C)(3)PUBLICCHARI EDUCATION 250
    Mission Continues
    1141 S 7TH ST
    SAINT LOUIS,MO631043623     		NONE 501(C)(3)PUBLICCHARI General Support 5,000
    Movember
    PO Box 2726
    Venice,CA902942726     		NONE 501(C)(3)PUBLICCHARI RAISING AWARENESS FOR MEN'S HEALTH AND CANCERS THAT AFFECT PREDOMINANTLY MEN 100
    NAMI
    3803 FAIRFAX DR
    STE 100
    ARLINGTON,VA222035860     		NONE 501(C)(3)PUBLICCHARI General Support 200
    National Multiple Sclerosis Society
    733 3RD AVE FL 3
    NEW YORK,NY100173211     		NONE 501(C)(3)PUBLICCHARI General Support 300
    National Wildlife Refuge Association
    1250 CONN AVE NW
    STE 600
    WASHINGTON,DC200362651     		NONE 501(C)(3)PUBLICCHARI General Support 1,000
    New Sector Alliance
    711 ATLANTIC AVE
    BOSTON,MA021112809     		NONE 501(C)(3)PUBLICCHARI General Support 250
    New York Presbyterian Hospital
    654 West 170th Street
    NEW YORK,NY10032     		NONE 501(C)(3)PUBLICCHARI General Support & BURN VICTIMS UNIT 2,500
    New York Road Runners - Team for Kids
    9 E 89TH ST
    NEW YORK,NY101280602     		NONE 501(C)(3)PUBLICCHARI General Support 625
    Northern Westchester Hospital
    400 E MAIN ST
    MOUNT KISCO,NY105493417     		NONE 501(C)(3)-509(A)(2) ADVANCEMENT IN MEDICINE 2,000
    ORPHANS AGAINST AIDS INC
    1110 KNOLLWOOD DR
    BUFFALO GROVE,IL600891010     		NONE 501(C)(3)PUBLICCHARI General Support 2,600
    Pancreatic Cancer Action Network
    1500 ROSECRANS AVE
    STE 200
    MANHATTAN BCH,CA902663721     		NONE 501(C)(3)PUBLICCHARI General Support 500
    Parent Child Home Program
    1415 KELLUM PLACE
    SUITE 101
    GARDEN CITY,NY11530     		NONE 501(C)(3)PUBLICCHARI 2012 Community Build Grant 100,000
    Project Ezrah
    95 CEDAR LN
    STE 12
    ENGLEWOOD,NJ076314805     		NONE 501(C)(3)PUBLICCHARI Hurricane Sandy Disaster Relief Fund 3,000
    RIDGEFIELD LIBRARY ASSOCIATION INC
    472 MAIN ST
    RIDGEFIELD,CT068774504     		NONE 501(C)(3)PUBLICCHARI Support campaign for new library 5,000
    Right to Play
    49 W 27th Street
    SUITE 930
    New York,NY10001     		NONE 501(C)(3)PUBLICCHARI General Support 1,000
    Special Olympics
    1133 19TH STRETT NW
    WASHINGTON,DC20036     		NONE 501(C)(3)PUBLICCHARI General Support 250
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    262 DANNY THOMAS PL
    MSC 512
    MEMPHIS,TN381053678     		NONE 501(C)(3)PUBLICCHARI General Support 750
    Stamford Islamic Center Inc
    10 OUTLOOK ST
    STAMFORD,CT069026307     		NONE 501(C)(3)PUBLICCHARI General Support 400
    STAMFORD MUSEUM AND NATURE CENTER INC
    39 SCOFIELDTOWN RD
    STAMFORD,CT069034023     		NONE 501(C)(3)PUBLICCHARI GENERAL SUPPORT OF LEARNING EXPERIENCES ON THE FARM, EXHIBITIONS AND NATURAL SCIENCE CENTERS 100
    Team Continuum
    401 5TH AVE
    4TH FLOOR
    NEW YORK,NY100163317     		NONE 501(C)(3)PUBLICCHARI General Support 100
    Texas Tech Alumni Association
    PO BOX 45001
    LUBBOCK,TX794095001     		NONE 501(C)(3)PUBLICCHARI General Support 245
    The ARC Foundation of Rockland Inc
    25 HEMLOCK DR
    CONGERS,NY109201401     		NONE 501(C)(3)PUBLICCHARI General Support 220
    Torah Academy for Girls
    444 BEACH 6TH ST
    FAR ROCKAWAY,NY116915633     		NONE 501(C)(3)PUBLICCHARI SUPPORT OF YOUNG WOMEN FOR SELF-GROWTH AND SELF-AWARENESS 1,500
    TRUSTEES OF PRINCETON UNIVERSITY
    701 CARNEGIE CTR
    STE 154
    PRINCETON,NJ085406242     		NONE 501(C)(3)PUBLICCHARI General Support 100
    UNICEF USA
    125 Maiden Lane
    New York,NY10038     		NONE 501(C)(3)PUBLICCHARI General Support 250
    United Hospice of Rockland Inc
    11 Stokum Lane
    NEW CITY,NY10956     		NONE 501(C)(3)PUBLICCHARI General Support 100
    United Way of NYC
    2 PARK AVE
    NEW YORK,NY100165675     		NONE 501(C)(3)PUBLICCHARI Hurricane Sandy Disaster Relief Fund 6,000
    REGENTS OF THE UNIVERSITY OF MICHIGAN
    3003 S STATE ST G395
    ANN ARBOR,MI481091276     		NONE 501(C)(3)PUBLICCHARI General Support 1,000
    UNIVERSITY OF NOTRE DAME DU LAC
    731 GRACE HALL
    NOTRE DAME,IN465565612     		NONE 501(C)(3)PUBLICCHARI EDUCATION 1,000
    University of Pennsylvania
    3451 WALNUT STREET
    SUITE 305
    PHILADELPHIA,PA19104     		NONE 501(C)(3)PUBLICCHARI Alumni Fund 100
    VHL Family Alliance
    2001 BEACON ST
    STE 208
    BOSTON,MA021357787     		NONE 501(C)(3)PUBLICCHARI General Support 5,000
    Women for Women International
    4455 CONN AVE NW
    STE 200
    WASHINGTON,DC200082300     		NONE 501(C)(3)PUBLICCHARI General Support 1,500
    Xavier High School
    30 W 16TH ST
    NEW YORK,NY100116302     		NONE 501(C)(3)PUBLICCHARI General Support & Hurricane Sandy Disaster Relief 8,000
    Yeshiva Gedolah of The Five Towns
    PO BOX 396
    WOODMERE,NY115980396     		NONE 501(C)(3)PUBLICCHARI RELIGIOUS STUDIES FUND 3,500
    Yeshivat Noam
    70 W CENTURY RD
    PARAMUS,NJ076521454     		NONE 501(C)(3)PUBLICCHARI General Support & Building Fund 10,000
    Total .................................bullet 3a 941,949
    bApproved for future payment
    ACHIEZER COMMUNITY RESOURCE CENTER INC
    148 BEACH 9TH ST
    FAR ROCKAWAY,NY116915629     		NONE 501(C)(3)PUBLICCHARI GENERAL SUPPORT 3,000
    ALL STARS PROJECT INC
    543 WEST 42ND STREET
    NEW YORK,NY100366216     		NONE 501(C)(3)PUBLICCHARI GENERAL SUPPORT 152
    ALPHA HOUSE OF TAMPA INC
    208 SOUTH TAMPANIA AVENUE
    TAMPA,FL33609     		NONE 501(C)(3)PUBLICCHARI SUPPORT FOR EMPOWERING PREGNANT AND PARENTING WOMEN IN CRISIS 5,000
    AMERICAN CANCER SOCIETY INC
    250 WILLIAMS STREET
    ATLANTA,GA30303     		NONE 501(C)(3)PUBLICCHARI ADVANCEMENTS IN CANCER RESEARCH AND SUPPORT OF CANCER TREATMENT 100
    BLACKSMITH INSTITUTE INC
    2014 FIFTH AVENUE
    NEW YORK,NY100351842     		NONE 501(C)(3)PUBLICCHARI GENERAL SUPPORT 200
    COLUMBIA UNIVERSITY NYC
    622 WEST 113TH ST MC 4524
    NEW YORK,NY10025     		NONE 501(C)(3)PUBLICCHARI GENERAL SUPPORT 200
    COMMUNITY FOOD BANK OF NEW JERSEY INC
    31 EVANS TERMINAL ROAD
    HILLSIDE,NJ072052400     		NONE 501(C)(3)PUBLICCHARI HURRICANE SANDY DISASTER RELIEF FUND 750
    CONNECTICUT FOOD BANK INC
    150 BRADLEY ST
    EAST HAVEN,CT065121407     		NONE 501(C)(3)PUBLICCHARI GENERAL SUPPORT 200
    DEERFIELD ACADEMY
    7 BOYDEN ROAD
    DEERFIELD,MA01342     		NONE 501(C)(3)PUBLICCHARI EDUCATION 1,000
    ENVIRONMENTAL WORKING GROUP
    1436 U ST NW STE 100
    WASHINGTON,DC200093987     		NONE 501(C)(3)PUBLICCHARI GENERAL SUPPORT 110
    FRIENDS OF THE EDITH WHEELER LIBRARY
    733 MONROE TPKE
    MONROE,CT064682359     		NONE 501(C)(3)PUBLICCHARI GENERAL SUPPORT 200
    FRIENDS OF WSHU PUBLIC RADIO GROUP INC
    39 LONG LOTS RD
    WESTPORT,CT068803828     		NONE 501(C)(3)PUBLICCHARI GENERAL SUPPORT 240
    HEARING HEALTH FOUNDATION
    363 SEVENTH AVENUE
    10TH FLOOR
    NEW YORK,NY100013904     		NONE 501(C)(3)PUBLICCHARI SUPPORT THE PREVENTION AND CURING OF HEARING LOSS THROUGH GROUNDBREAKING RESEARCH 5,000
    HOLE IN THE WALL GANG FUND INC
    555 LONG WHART DR
    NEW HAVEN,CT065116107     		NONE 501(C)(3)PUBLICCHARI GENERAL SUPPORT 200
    MARCH OF DIMES FOUNDATION
    1275 MAMARONECK AVE
    WHITE PLAINS,NY106055201     		NONE 501(C)(3)PUBLICCHARI GENERAL SUPPORT 100
    NATIONAL KIDNEY FOUNDATION INC
    30 EAST 33RD STREET
    NEW YORK,NY10016     		NONE 501(C)(3)PUBLICCHARI SUPPORT RESEARCH TO PREVENT KIDNEY DISEASES AND PROMOTE ORGAN DONATION 125
    NEW YORK PUBLIC RADIO
    160 VARICK ST FL 7
    NEW YORK,NY100131270     		NONE 501(C)(3)PUBLICCHARI GENERAL SUPPORT 304
    ORPHANS AGAINST AIDS INC
    1110 KNOLLWOOD DR
    BUFFALO GROVE,IL600891010     		NONE 501(C)(3)PUBLICCHARI GENERAL SUPPORT 5,000
    PARTNERS IN HEALTH
    PO BOX 845578
    BOSTON,MA02284     		NONE 501(C)(3)PUBLICCHARI SUPPORT OF RESEARCH, ADVOCACY AND PUBLICATIONS RELATED TO WORLDWIDE HEALTH 250
    PRESIDENT & FELLOWS OF MIDDLEBURY
    CONTROLLERS OFFICE NO 230
    MIDDLEBURY,VT10013     		NONE 501(C)(3)PUBLICCHARI EDUCATION & ATHLETICS 2,550
    REBUILDING TOGETHER-SARATOGA COUNTY
    267 BALLARD ROAD SUITE 4
    WILTON,NY128311357     		NONE 501(C)(3)PUBLICCHARI GENERAL SUPPORT 100
    RIVERDALE COUNTRY SCHOOL INC
    5250 FIELDSTOWN ROAD
    RIVERDALE,NY10471     		NONE 501(C)(3)PUBLICCHARI EDUCATION 200
    SANCTUARY FOR FAMILIES INC
    40 EXCHANGE PLACE
    NEW YORK,NY100052701     		NONE 501(C)(3)PUBLICCHARI GENERAL SUPPORT 500
    SPECIAL OLYMPICS CONNECTICUT INC
    2666 STATE ST
    HAMDEN,CT065172232     		NONE 501(C)(3)PUBLICCHARI GENERAL SUPPORT 150
    TEXAS TECH FOUNDATION INC
    PO BOX 41102
    LUBBOCK,TX794091102     		NONE 501(C)(3)PUBLICCHARI GENERAL SUPPORT 450
    THE CHILDRENS AID SOCIETY
    105 EAST 22ND STREET
    NEW YORK,NY10010     		NONE 501(C)(3)PUBLICCHARI HURRICANE SANDY RELIEF FUND 1,500
    US LACROSSE FOUNDATION INC
    113 W UNIVERSITY PKWY
    BALTIMORE,MD212103301     		NONE 501(C)(3)PUBLICCHARI GENERAL SUPPORT 100
    WATCHTOWER BIBLE AND TRACT SOCIETY OF NEW YORK INC
    25 COLUMBIA HEIGHTS
    BROOKLYN,NY11201     		NONE 501(C)(3)PUBLICCHARI RELIGIOUS TEACHINGS 5,000
    YOUNG SURVIVAL COALITION INC
    61 BROADWAY RM 2235
    NEW YORK,NY100062763     		NONE 501(C)(3)PUBLICCHARI GENERAL SUPPORT 415
    Total .................................bullet 3b 33,096
    Form 990-PF (2012)
    Form 990-PF (2012)
    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 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....     14 198,458  
    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          
    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)..   198,458  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13198,458
    (See worksheet in line 13 instructions 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 foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    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
    Sign Here
    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
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    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
    2012
    Name of the organization
    VIKING GLOBAL FOUNDATION INC
    C/O VIKING GLOBAL INVESTORS LP
    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) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 2
    Name of organization
    VIKING GLOBAL FOUNDATION INC
    C/O VIKING GLOBAL INVESTORS LP         		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

    		$99,003


    (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) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 3
    Name of organization
    VIKING GLOBAL FOUNDATION INC
    C/O VIKING GLOBAL INVESTORS LP         		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) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 4
    Name of organization
    VIKING GLOBAL FOUNDATION INC
    C/O VIKING GLOBAL INVESTORS LP         		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) (2012)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2012 AccountingFeesSchedule
    Name:
    VIKING GLOBAL FOUNDATION INC
    C/O VIKING GLOBAL INVESTORS LP
    EIN: 90-0512778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER ACCOUNTING FEES 42,613     27,613

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

    TY 2012 DepreciationSchedule
    Name:
    VIKING GLOBAL FOUNDATION INC
    C/O VIKING GLOBAL INVESTORS LP
    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 2012 InvestmentsOtherSchedule2
    Name:
    VIKING GLOBAL FOUNDATION INC
    C/O VIKING GLOBAL INVESTORS LP
    EIN: 90-0512778
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    VIKING GLOBAL EQU. III, LTD. FMV 3,473,779 3,473,779
    VIKING LONG FUND III, LTD. FMV 1,273,364 1,273,364

    TY 2012 LandEtcSchedule2
    Name:
    VIKING GLOBAL FOUNDATION INC
    C/O VIKING GLOBAL INVESTORS LP
    EIN: 90-0512778
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value


    TY 2012 LegalFeesSchedule
    Name:
    VIKING GLOBAL FOUNDATION INC
    C/O VIKING GLOBAL INVESTORS LP
    EIN: 90-0512778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER LEGAL FEES 9,367     9,367


    TY 2012 OtherDecreasesSchedule
    Name:
    VIKING GLOBAL FOUNDATION INC
    C/O VIKING GLOBAL INVESTORS LP
    EIN: 90-0512778
    Description Amount
    EMPLOYEE CONTRIBUTED SERVICES 527,713
    CONTRIBUTED SUPPORT 38,000


    TY 2012 OtherExpensesSchedule
    Name:
    VIKING GLOBAL FOUNDATION INC
    C/O VIKING GLOBAL INVESTORS LP
    EIN: 90-0512778
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SOFTWARE EXPENSES 18,550 0 0 18,550
    OUTSIDE CONTRACT SERVICES 9,909 0 0 9,909
    BOOKS & SUBSCRIPTIONS 6,251 0 0 6,251
    CT CORPORATE FILING FEES 334 0 0 334
    NYS CORPORATE FILING FEES 250 0 0 250
    OTHER 462 0 0 462


    TY 2012 OtherIncreasesSchedule
    Name:
    VIKING GLOBAL FOUNDATION INC
    C/O VIKING GLOBAL INVESTORS LP
    EIN: 90-0512778
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 762,135
    EMPLOYEE CONTRIBUTED SERVICES 527,713
    CONTRIBUTED SUPPORT 38,000
    PRIOR YEAR REVERSED GRANTS 1,280


    TY 2012 OtherLiabilitiesSchedule
    Name:
    VIKING GLOBAL FOUNDATION INC
    C/O VIKING GLOBAL INVESTORS LP
    EIN: 90-0512778
    Description Beginning of Year - Book Value End of Year - Book Value
    EXCISE TAX PAYABLE 305 1,640
    DEFERRED EXCISE TAX LIABILITY 1,061 17,364
    OTHER 0 650


    TY 2012 TaxesSchedule
    Name:
    VIKING GLOBAL FOUNDATION INC
    C/O VIKING GLOBAL INVESTORS LP
    EIN: 90-0512778
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX PROVISION 18,288 0 0 0