Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 01-01-2015 , and ending 12-31-2015
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 AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal 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
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,367,987J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 1,097,823
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,084,355 1,084,355  
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)... 0
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........ 2,182,178 1,084,355  
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).........        
b Accounting fees (attach schedule)....... Click to see attachment 44,900 0 0 44,500
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,844 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 25,922 0 0 25,922
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 27,001 0 0 27,001
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 108,667 0 0 97,423
25 Contributions, gifts, grants paid....... 2,147,279 2,142,829
26 Total expenses and disbursements. Add lines 24 and 25 2,255,946 0 0 2,240,252
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -73,768
b Net investment income (if negative, enter -0-) 1,084,355
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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............. 96,167 38,321 38,321
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet44,900
Less: allowance for doubtful accounts bullet   44,500 44,900 44,900
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see 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).......... 4,018,192 Click to see attachment3,284,766 3,284,766
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) 4,158,859 3,367,987 3,367,987
Liabilities 17 Accounts payable and accrued expenses.......... 44,500 44,900
18 Grants payable.................. 22,517 450
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 attachment33,106 Click to see attachment21,494
23 Total liabilities (add lines 17 through 22)......... 100,123 66,844
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........ 4,058,736 3,301,143
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 instructions)..... 4,058,736 3,301,143
31 Total liabilities and net assets/fund balances (see instructions). 4,158,859 3,367,987
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
4,058,736
2
Enter amount from Part I, line 27a .....................
2
-73,768
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
715,888
4
Add lines 1, 2, and 3 ..........................
4
4,700,856
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,399,713
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
3,301,143
Form 990-PF (2015)
Form 990-PF (2015)
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 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))
2014 1,515,474 4,559,231 0.332397
2013 1,823,262 5,012,151 0.363768
2012 1,023,967 5,373,022 0.190576
2011 117,722 4,965,843 0.023706
2010 125 205,208 0.000609
2
Total of line 1, column (d) .....................
20.911056
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
0.182211
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
3,487,322
5
Multiply line 4 by line 3......................
5
635,428
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
10,844
7
Add lines 5 and 6........................
7
646,272
8
Enter qualifying distributions from Part XII, line 4.............
8
2,240,252
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 10,844
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 10,844
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 10,844
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 10,387
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 12,500
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,887
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 12,043
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet12,043 RefundedBullet 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 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 2015 or the taxable year beginning in 2015 (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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 2015, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    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 instructions)? ........
    1b
     
    No
    ........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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 4945(d)(4)(A)? (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 (2015)
    Form 990-PF (2015)
    Page 7
    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
    SCOTT ZINOBER DIRECTOR
    0.06     		0 0 0
    55 RAILROAD AVENUE
    GREENWICH,CT06830
    ROSE SHABET DIRECTOR
    0.06     		0 0 0
    55 RAILROAD AVENUE
    GREENWICH,CT06830
    PETER TRAPANI TREASURER
    0.06     		0 0 0
    55 RAILROAD AVENUE
    GREENWICH,CT06830
    ELIZABETH WAHAB EXEC DIRECTOR/PRES
    5.4     		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  
    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.............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  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    37,864
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,502,564
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,540,428
    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
    3,540,428
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    53,106
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,487,322
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    174,366
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    174,366
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    10,844
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,844
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    163,522
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    4,000
    5
    Add lines 3 and 4............................
    5
    167,522
    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
    167,522
    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
    2,240,252
    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
    2,240,252
    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
    10,844
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    2,229,408
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 167,522
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 0
    b Total for prior years:2013, 2012, 2011 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011...... 0
    c From 2012...... 619,191
    d From 2013...... 1,581,744
    e From 2014...... 1,305,762
    fTotal of lines 3a through e........ 3,506,697
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 2,240,252
    a Applied to 2014, but not more than line 2a 0
    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 2015 distributable amount..... 167,522
    e Remaining amount distributed out of corpus 2,072,730
    5 Excess distributions carryover applied to 2015.    
    (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 5,579,427
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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 ...........     		0
    e Undistributed income for 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		5,579,427
    10 Analysis of line 9:
    a Excess from 2011.... 0
    b Excess from 2012.... 619,191
    c Excess from 2013.... 1,581,744
    d Excess from 2014.... 1,305,762
    e Excess from 2015.... 2,072,730
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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 or email address 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 (2015)
    Form 990-PF (2015)
    Page 11
    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
    ACTION FOR BRIDGEPORT COMMUNITY DEV-ABCD
    1070 PARK AVENUE
    BRIDGEPORT,CT066043400     		NONE PC GENERAL SUPPORT 50,000
    ALEXS LEMONADE STAND FOUNDATION
    333 E LANCASTER AVE 414
    WYNNEWOOD,PA190961929     		NONE PC GENERAL SUPPORT 250
    ALL HALLOWS HIGH SCHOOL
    111 E 164TH STREET
    BRONX,NY10452     		NONE PC GENERAL SUPPORT 5,000
    ALL OUR KIN
    PO BOX 8744
    NEW HAVEN,CT06530     		NONE PC GENERAL SUPPORT 202,000
    ALZHEIMERS DISEASE ASSOCIATION INC
    200 EXECUTIVE BLVD STE 4B
    SOUTHINGTON,CT064891058     		NONE PC GENERAL SUPPORT 126
    ALZHEIMERS DRUG DISCOVERY FOUNDATION
    57 WEST 57TH STREET
    SUITE 904
    NEW YORK,NY10019     		NONE PC GENERAL SUPPORT 2,000
    AMERICA NEEDS YOU
    589 8TH AVENUE 5TH FL
    NEW YORK,NY10018     		NONE PC GENERAL SUPPORT 250
    AMERICAN CANCER SOCIETY INC
    250 WILLIAMS ST 4TH FLR
    ATLANTA,GA303031032     		NONE PC GENERAL SUPPORT 200
    AMERICAN HEART ASSOCIATION INC
    7272 GREENVILLE AVE
    DALLAS,TX752315129     		NONE PC GENERAL SUPPORT 250
    AMERICAN JEWISH WORLD SERVICE INC
    45 W 36TH ST FL 10
    NEW YORK,NY100187641     		NONE PC GENERAL SUPPORT 150
    AMERICAN NATIONAL RED CROSS
    2025 E ST NW
    WASHINGTON,DC200065009     		NONE PC GENERAL SUPPORT 500
    AMERICANS FOR OXFORD INC
    500 5TH AVENUE FLOOR 32
    NEW YORK,NY101103299     		NONE PC GENERAL SUPPORT 1,000
    AMERICARES FOUNDATION INC
    88 HAMILTON AVE
    STAMFORD,CT069023111     		NONE PC GENERAL SUPPORT 1,100
    AMIGOS DE LAS AMERICAS
    511 W 44TH ST APT 15H
    NEW YORK,NY100364176     		NONE PC GENERAL SUPPORT 100
    AMYOTROPHIC LATERAL SCLEROSIS ASSN
    1275 K STREET NW SUITE 250
    WASHINGTON,DC200054083     		NONE PC GENERAL SUPPORT 100
    APEX FOR YOUTH INC
    80 MAIDEN LN FL 1102
    NEW YORK,NY100384729     		NONE PC GENERAL SUPPORT 4,000
    BABY BUGGY INC
    306 W 37TH STREET FL 8
    NEW YORK,NY100182488     		NONE PC GENERAL SUPPORT 2,000
    BALLET THEATRE FOUNDATION INC
    890 BROADWAY FL 3
    NEW YORK,NY100031211     		NONE PC GENERAL SUPPORT 2,808
    BAPS CHARITIES INC
    81 SUTTONS LN
    PISCATAWAY,NJ088545723     		NONE PC GENERAL SUPPORT 5,000
    BEGINNING WITH CHILDREN FOUNDATION INC
    575 LEXINGTON AVE FL 33
    NEW YORK,NY100226156     		NONE PC GENERAL SUPPORT 5,000
    BISHOP MCDEVITT HIGH SCHOOL
    125 ROYAL AVENUE
    WYNCOTE,PA19095     		NONE PC GENERAL SUPPORT 2,500
    BLOOMS SYNDROME ASSOCIATION INC
    PO BOX 727
    HANOVER,NH037550727     		NONE PC GENERAL SUPPORT 4,000
    BOWDOIN COLLEGE
    3530 COLLEGE STA
    BRUNSWICK,ME040118426     		NONE PC GENERAL SUPPORT 2,500
    BOWERY RESIDENTS COMMITTEE INC
    131 W 25TH STREET 12TH FLOOR
    NEW YORK,NY100017207     		NONE PC GENERAL SUPPORT 1,000
    BOYS AND GIRLS CLUB OF STAMFORD
    347 STILWATER AVENUE
    STAMFORD,CT06902     		NONE PC GENERAL SUPPORT 1,000
    BREAST CANCER RESEARCH FOUNDATION
    60 EAST 56TH STREET
    NEW YORK,NY100223204     		NONE PC GENERAL SUPPORT 3,000
    BRIDGEPORT RESCUE MISSION INC
    1088 FAIRFIELD AVE
    BRIDGEPORT,CT066051116     		NONE PC GENERAL SUPPORT 750
    BROADWAY HOUSING
    583 RIVERSIDE DRIVE
    NEW YORK,NY100318346     		NONE PC GENERAL SUPPORT 150,000
    BROOKLYN KINDERGARTEN SOCIETY
    57 WILLOUGHBY ST FL 4
    BROOKLYN,NY112015290     		NONE PC GENERAL SUPPORT 175,000
    BROWN LEDGE FOUNDATION INC
    25 WILSON STREET
    BURLINGTON,VT054013352     		NONE PC GENERAL SUPPORT 1,000
    BUCKHEAD CHRISTIAN MINISTRY INC
    2847 PIEDMONT RD NE
    ATLANTA,GA303052767     		NONE PC GENERAL SUPPORT 100
    BUCKNELL UNIVERSITY
    1 DENT DRIVE FINANCE OFFICE
    LEWISBURG,PA178372005     		NONE PC GENERAL SUPPORT 100
    BYRAM HILLS EDUCATION FOUNDATION INC
    PO BOX 872
    ARMONK,NY105040872     		NONE PC GENERAL SUPPORT 300
    CAPE COD CHARITABLE FUNRAISERS
    PO BOX 362
    CENTERVILLE,MA026320362     		NONE PC GENERAL SUPPORT 200
    CATSKILL ANIMAL SANCTUARY INC
    316 OLD STAGE RD
    SAUGERTIES,NY124774453     		NONE PC GENERAL SUPPORT 100
    CHILD FIRST
    917 BRIDGEPORT AVE
    SHELTON,CT06484     		NONE PC GENERAL SUPPORT 142,000
    CHILD GUIDANCE CENTER OF SO CT
    196 GREYROCK PLACE
    STAMFORD,CT06901     		NONE PC GENERAL SUPPORT 5,550
    CHILD GUIDANCE CENTER OF SOUTHERN CT
    103 W BROAD STREET
    STAMFORD,CT06902     		NONE PC GENERAL SUPPORT 155,000
    CHILDREN OF FALLEN PATRIOTS FOUNDATION
    419 3RD ST N
    JAX BCH,FL322507028     		NONE PC GENERAL SUPPORT 1,000
    CHURCH OF ST PIUS X
    91 SECOR ROAD
    SCARSDALE,NY10583     		NONE PC GENERAL SUPPORT 4,500
    COLLEGE OF ST FRANCIS XAVIER
    30 W 16TH ST
    NEW YORK,NY100116302     		NONE PC GENERAL SUPPORT 5,000
    COMMUNITY OUTREACH SERVICES INC
    199 6TH AVE
    PATERSON,NJ075010000     		NONE PC GENERAL SUPPORT 4,663
    COMMUNITY PARTNERS
    1000 N ALAMEDA ST SUITE 240
    LOS ANGELES,CA900121804     		NONE PC GENERAL SUPPORT 500
    CONNECTICUT FOOD BANK INC
    150 BRADLEY STREET
    EAST HAVEN,CT065121407     		NONE PC GENERAL SUPPORT 240
    CROHNS & COLITIS FOUNDATION OF AMERICA
    386 PARK AVE S FL 17
    NEW YORK,NY100168804     		NONE PC GENERAL SUPPORT 250
    CT COUNCIL FOR PHILANTHROPY
    221 MAIN STREET
    HARTFORD,CT06106     		NONE PC GENERAL SUPPORT 15,000
    CYSTIC FIBROSIS FOUNDATION
    6931 ARLINGTON ROAD
    2ND FLOOR
    BETHESDA,MD20814     		NONE PC GENERAL SUPPORT 1,000
    DIRECT RELIEF INTERNATIONAL
    27 S LA PATERA LANE
    SANTA BARBARA,CA93117     		NONE PC GENERAL SUPPORT 300
    DOCTORS WITHOUT BORDERS USA INC
    333 7TH AVE FLOOR 2
    NEW YORK,NY100015029     		NONE PC GENERAL SUPPORT 5,250
    DOE FUND INC
    345 EAST 102 ST 3RD FLOOR
    NEW YORK,NY100295611     		NONE PC GENERAL SUPPORT 500
    ENVIRONMENTAL WORKING GROUP
    1436 U ST NW STE 100
    WASHINGTON,DC200093987     		NONE PC GENERAL SUPPORT 150
    ESPERANZA INTERNATIONAL FOUNDATION
    13219 NE 20TH ST STE 208
    BELLEVUE,WA980052149     		NONE PC GENERAL SUPPORT 5,000
    EVEN GROUND INC
    394 BROADWAY 5TH FL
    NEW YORK,NY10013     		NONE PC GENERAL SUPPORT 13,000
    EVERY MOTHER COUNTS
    180 VARICK ST RM 1116
    NEW YORK,NY100145434     		NONE PC GENERAL SUPPORT 200
    FAMILY CENTERS INC
    PO BOX 7550
    GREENWICH,CT068367550     		NONE PC GENERAL SUPPORT 155,100
    FINANCIAL COMMUNICATIONS SOCIETY
    220 EAST 23RD STREET
    NEW YORK,NY100104606     		NONE PC GENERAL SUPPORT 2,500
    FIRSTSTEPNYC
    225 NEWPORT STREET
    BROOKLYN,NY11212     		NONE PC GENERAL SUPPORT 10,000
    FOOD BANK LOWER FAIRFIELD COUNTY
    461 GLENBROOK ROAD
    STAMFORD,CT069061820     		NONE PC GENERAL SUPPORT 2,000
    FOUNDATION OF BINGHAMTON UNIVERSITY
    PO BOX 6005
    BINGHAMTON,NY139026005     		NONE PC GENERAL SUPPORT 3,000
    FRIENDS OF THE EDITH WHEELER LIBRARY
    733 MONROE TPKE
    MONROE,CT064682359     		NONE PC GENERAL SUPPORT 240
    FRIENDS OF WHEELS
    511 W 182ND ST 4TH FLR
    NEW YORK,NY100335107     		NONE PC GENERAL SUPPORT 100
    FRIENDS OF WSHU PUBLIC RADIO GROUP INC
    39 LONG LOTS RD
    WESTPORT,CT068803828     		NONE PC GENERAL SUPPORT 200
    FUND FOR THE CITY OF NEW YORK
    121 SIXTH AVENUE
    NEW YORK,NY100130000     		NONE PC GENERAL SUPPORT 150,000
    GARDEN CITY HISTORICAL SOCIETY
    PO BOX 179
    GARDEN CITY,NY115300179     		NONE PC GENERAL SUPPORT 100
    GEORGETOWN UNIVERSITY
    37TH AND O STREETS NW
    WASHINGTON,DC200570001     		NONE PC GENERAL SUPPORT 5,000
    GLOBAL HUNGER PROJECT
    59 UNION SQUARE
    NEW YORK,NY100030000     		NONE PC GENERAL SUPPORT 500
    GRACE PRESBYTERIAN CHURCH
    1225 MONTAUK HIGHWAY
    WATER MILL,NY119762629     		NONE PC GENERAL SUPPORT 360
    GRAND ST SETTLEMENT
    80 PITT STREET
    NEW YORK,NY100023516     		NONE PC GENERAL SUPPORT 2,000
    GREENWICH CATHOLIC SCHOOL
    471 NORTH ST
    GREENWICH,CT068303949     		NONE PC GENERAL SUPPORT 5,000
    HARVARD VARSITY CLUB INC
    65 N HARVARD ST
    BOSTON,MA021631010     		NONE PC GENERAL SUPPORT 5,000
    HEARING HEALTH FOUNDATION
    363 7TH AVE FL 10
    NEW YORK,NY100013904     		NONE PC GENERAL SUPPORT 500
    HIAS INC
    333 7TH AVENUE NO 16 FL
    NEW YORK,NY100015004     		NONE PC GENERAL SUPPORT 120
    HILLSBOROUGH SCHOOLS FOUNDATION
    300 EL CERRITO AVE
    HILLSBOROUGH,CA940106818     		NONE PC GENERAL SUPPORT 2,300
    HOLE IN THE WALL GANG FUND INC
    555 LONG WHART DR
    NEW HAVEN,CT065116107     		NONE PC GENERAL SUPPORT 350
    HOPE FOR NEW YORK
    1359 BROADWAY RM 410
    NEW YORK,NY100187823     		NONE PC GENERAL SUPPORT 185
    HUDSON GUILD
    441 WEST 26TH ST 2ND FL
    NEW YORK,NY100015629     		NONE PC GENERAL SUPPORT 187,500
    HUDSON RIVER COMMUNITY SAILING
    PO BOX 20677
    NEW YORK,NY100110012     		NONE PC GENERAL SUPPORT 2,500
    HUMANE SOCIETY OF THE UNITED STATES
    2100 L STREET NW
    WASHINGTON,DC200371525     		NONE PC GENERAL SUPPORT 350
    INDIAN ASSEMBLY OF GOD
    204 MCLEAN AVE
    YONKERS,NY107054420     		NONE PC GENERAL SUPPORT 5,000
    INTEGRAL HEART FOUNDATION
    1649 BLAINE AVE
    SALT LAKE CTY,UT841053802     		NONE PC GENERAL SUPPORT 180
    JAPAN SOCIETY INC
    33 E 47TH ST
    NEW YORK,NY100172313     		NONE PC GENERAL SUPPORT 1,000
    JDRF INTERNATIONAL
    26 BROADWAY FL 14
    NEW YORK,NY100041838     		NONE PC GENERAL SUPPORT 100
    JUNIOR ACHIEVEMENT OF SW CT
    200 CONNECTICUT AVE
    NORWALK,CT068541940     		NONE PC GENERAL SUPPORT 100
    KABOOM
    4301 CONNECTICUT AVENUE STE ML-1
    WASHINGTON,DC20008     		NONE PC GENERAL SUPPORT 87,000
    KIDS IN CRISIS
    ONE SALEM STREET
    COS COB,CT06807     		NONE PC GENERAL SUPPORT 2,500
    LEUKEMIA & LYMPHOMA SOCIETY
    1311 MAMARONEK AVE
    WHITE PLAINS,NY106055221     		NONE PC GENERAL SUPPORT 750
    LOVETT SCHOOL
    4075 PACES FERRY ROAD NE
    ATLANTA,GA303270000     		NONE PC GENERAL SUPPORT 100
    LUNGEVITY FOUNDATION
    218 S WABASH AVE STE 540
    CHICAGO,IL606042316     		NONE PC GENERAL SUPPORT 1,500
    LUTHERAN WORLD RELIEF INC
    700 LIGHT STREET
    BALTIMORE,MD212303850     		NONE PC GENERAL SUPPORT 5,000
    MADISON SQUARE BOYS & GIRLS CLUB
    733 THIRD AVENUE
    2ND FLOOR
    NEW YORK,NY100173204     		NONE PC GENERAL SUPPORT 1,000
    MAKE-A-WISH FOUNDATION OF AMERICA
    4742 N 24TH STREET STE 400
    PHOENIX,AZ850164862     		NONE PC GENERAL SUPPORT 562
    MAKE-A-WISH FOUNDATION OF CT INC
    126 MONROE TURNPIKE
    TRUMBULL,CT066111300     		NONE PC GENERAL SUPPORT 375
    MAX S LOVE PROJECT INC
    PO BOX 105
    TUSTIN,CA927810105     		NONE PC GENERAL SUPPORT 275
    MAYOR'S FUND TO ADVANCE NYC
    253 BROADWAY
    8TH FLOOR
    NEW YORK,NY10007     		NONE PC GENERAL SUPPORT 150
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    633 3RD AVE REAR 6
    NEW YORK,NY100176719     		NONE PC GENERAL SUPPORT 500
    MERCATUS CENTER INC
    3434 WASHINGTON BLVD 4TH FL
    ARLINGTON,VA222014508     		NONE PC GENERAL SUPPORT 500
    MILTON ACADEMY
    170 CENTRE ST
    MILTON,MA021863338     		NONE PC GENERAL SUPPORT 1,798
    NANTUCKET COMMUNITY SAILING INC
    4 WINTER ST
    NANTUCKET,MA025543638     		NONE PC GENERAL SUPPORT 375
    NARSAD RESEARCH INSTITUTE INC
    90 PARK AVENUE FLOOR 16
    NEW YORK,NY100161301     		NONE SO I GENERAL SUPPORT 1,000
    NATIONAL KIDNEY FOUNDATION INC
    30 EAST 33RD STREET
    NEW YORK,NY100165337     		NONE PC GENERAL SUPPORT 100
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    733 3RD AVE FL 3
    NEW YORK,NY100173211     		NONE PC GENERAL SUPPORT 300
    NAVY SEAL FOUNDATION INC
    1619 D ST
    VIRGINIA BCH,VA234558407     		NONE PC GENERAL SUPPORT 2,000
    NEW BEGINNINGS COMMUNITY CHURCH INC
    65 TOKENEKE RD
    DARIEN,CT068204611     		NONE PC GENERAL SUPPORT 600
    NEW BEGINNINGS FAMILY ACADEMY
    184 GARDEN STREET
    BRIDEGPORT,CT066051213     		NONE PC GENERAL SUPPORT 4,000
    NEW CANAAN COUNTRY SCHOOL
    635 FROGTOWN ROAD
    NEW CANAAN,CT068400997     		NONE PC GENERAL SUPPORT 250
    NEW ENGLAND NORDIC SKI ASSOCIATION
    49 PINELAND DRIVE SUITE 301 A
    NEW GLOUCESTER,ME042605132     		NONE PC GENERAL SUPPORT 5,000
    NEW YORK CITY MASTER CHORALE
    511 AVENUE OF THE AMERICAS STE 74
    NEW YORK,NY100118436     		NONE PC GENERAL SUPPORT 250
    NEW YORK PRESBYTERIAN HOSPITAL
    654 WEST 170TH STREET
    NEW YORK,NY10032     		NONE PC GENERAL SUPPORT 2,500
    NEW YORK PUBLIC RADIO
    160 VARICK STREET FLOOR 7
    NEW YORK,NY100131270     		NONE PC GENERAL SUPPORT 1,000
    NORWALK PTO COUNCIL INC
    125 EAST AVE
    NORWALK,CT068515702     		NONE PC GENERAL SUPPORT 1,000
    NY COMMON PANTRY (NYCP)
    8 EAST 109TH STREET
    NEW YORK,NY100293402     		NONE PC GENERAL SUPPORT 3,000
    NYLIBRARY ASTOR LENOX & TILDEN FOUNDATION
    445 FIFTH AVENUE
    NEW YORK,NY100160133     		NONE PC GENERAL SUPPORT 600
    OUR LADY OF GRACE SCHOOL AND CENTER
    29 SHELTER ROCK RD
    MANHASSET,NY110303903     		NONE PC GENERAL SUPPORT 2,100
    OXFAM-AMERICA INC
    226 CAUSEWAY ST
    BROADWAY,MA021142171     		NONE PC GENERAL SUPPORT 1,000
    PARENT CHILD HOME PROGRAM
    1415 KELLEUM PLACE
    STE 101
    GARDEN CITY,NY115301690     		NONE PC GENERAL SUPPORT 200,000
    PARTNERS IN HEALTH
    888 COMMONWEALTH AVE
    BOSTON,MA022151205     		NONE PC GENERAL SUPPORT 500
    PATTISONS D R E A M ACADEMY
    2383 HIGHWAY 41 STE 101
    MT PLEASANT,SC294662447     		NONE PC GENERAL SUPPORT 200
    PENNSYLVANIA RTC
    235 S 33RD ST SUITE 2
    PHILADELPHIA,PA191046322     		NONE PC GENERAL SUPPORT 2,000
    POLYTECHNIC INSTITUTE OF NYU
    6 METROTECH CENTER
    BROOKLYN,NY112013840     		NONE PC GENERAL SUPPORT 1,000
    PREP FOR PREP
    328 WEST 71ST STREET
    NEW YORK,NY10023     		NONE PC GENERAL SUPPORT 1,000
    PRESIDENT & FELLOWS OF HARVARD COLLEGE
    124 MOUNT AUBURN STREET
    CAMBRIDGE,MA021385366     		NONE PC GENERAL SUPPORT 3,200
    PRESIDENT & FELLOWS OF MIDDLEBURY
    161 ADIRONDACK VIEW
    MIDDLEBURY,VT057530000     		NONE PC GENERAL SUPPORT 3,750
    PROVIDENCE COLLEGE
    549 RIVER AVE
    PROVIDENCE,RI029187000     		NONE PC GENERAL SUPPORT 7,000
    RANDOLPH-MACON COLLEGE
    PO BOX 5005
    ASHLAND,VA230055505     		NONE PC GENERAL SUPPORT 1,000
    REACH OUT AND READ
    89 SOUTH STREET
    SUITE 201
    BOSTON,MA02111     		NONE PC GENERAL SUPPORT 116,000
    REBUILDING TOGETHER-SARATOGA COUNTY
    267 BALLARD ROAD SUITE 4
    WILTON,NY128311357     		NONE PC GENERAL SUPPORT 100
    REGENTS OF THE UNIVERSITY OF MICHIGAN
    3003 S STATE ST G395
    ANN ARBOR,MI481091276     		NONE PC GENERAL SUPPORT 2,100
    REGINA COELI ACADEMY
    1525 MARIAN ROAD
    ABINGTON,PA190010000     		NONE PC GENERAL SUPPORT 500
    RESEARCH FOUNDATION OF CUNY
    205 E 42ND ST 9TH FL
    NEW YORK,NY10017     		NONE PC GENERAL SUPPORT 100,000
    RESONANZ
    8600 TYLER BLVD SUITE 1834
    MENTOR,OH44060     		NONE PC GENERAL SUPPORT 1,000
    SAINT CATHERINE OF SIENA SCHOOL
    190 SHELTON ROAD
    TUMBULL,CT06611     		NONE PC GENERAL SUPPORT 467
    SAVE THE CHILDREN
    54 WILTON ROAD
    WESTPORT,CT06880     		NONE PC GENERAL SUPPORT 350
    SHOTOKAN KARATE OF AMERICA INC
    222 S HEWITT STREET 7
    LOS ANGELES,CA900124309     		NONE PC GENERAL SUPPORT 200
    SMILE TRAIN INC
    41 MADISON AVE 28TH FL
    NEW YORK,NY100102202     		NONE PC GENERAL SUPPORT 600
    ST FRANCIS COLLEGE
    180 REMSEN ST
    BROOKLYN,NY112014305     		NONE PC GENERAL SUPPORT 3,900
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    262 DANNY THOMAS PL MSC 512
    MEMPHIS,TN381053678     		NONE PC GENERAL SUPPORT 350
    ST STEPHEN OF HUNGARY ELEMENTARY SCHOOL
    414 E 82ND STREET
    NEW YORK,NY100285902     		NONE PC GENERAL SUPPORT 1,350
    STANFORD UNIVERSITY BOARD OF TRUSTEES
    3145 PORTER DR
    PALO ALTO,CA943041234     		NONE PC GENERAL SUPPORT 200
    TEXAS TECH FOUNDATION INC
    PO BOX 41102
    LUBBOCK,TX794091102     		NONE PC GENERAL SUPPORT 500
    THE CHILDRENS AID SOCIETY
    105 EAST 22ND STREET
    NEW YORK,NY100105413     		NONE PC GENERAL SUPPORT 500
    THE JOHNS HOPKINS HOSPITAL
    3910 KESWICK RD S BLDG 4TH FL STE 4
    BALTIMORE,MD212112226     		NONE PC GENERAL SUPPORT 325
    THE WESTMINSTER SCHOOLS
    1424 W PACES FERRY ROAD NW
    ATLANTA,GA303272428     		NONE PC GENERAL SUPPORT 100
    TRUSTEES OF DARTMOUTH COLLEGE
    7 LEBANON ST STE 307
    HANOVER,NH037552112     		NONE PC GENERAL SUPPORT 2,500
    TRUSTEES OF DEERFIELD ACADEMY
    PO BOX 87
    DEERFIELD,MA013420087     		NONE PC GENERAL SUPPORT 1,250
    TRUSTEES OF UNIVERSITY OF PENNSYLVANIA
    3900 WALNUT ST
    PHILADELPHIA,PA191046138     		NONE PC GENERAL SUPPORT 9,300
    UNDER THE ACACIA
    500 E 77TH ST 2022
    NEW YORK,NY10162     		NONE PC GENERAL SUPPORT 500
    UNITED WAY OF LEE COUNTY INC
    7273 CONCOURSE DR
    FORT MYERS,FL339082604     		NONE PC GENERAL SUPPORT 500
    UNITED WAY OF NEW YORK CITY
    205 E 42ND ST FL 12
    NEW YORK,NY100175738     		NONE PC GENERAL SUPPORT 3,600
    UNIVERSITY OF NOTRE DAME DU LAC
    731 GRACE HALL
    NOTRE DAME,IN465565612     		NONE PC GENERAL SUPPORT 2,500
    US SOCCER FEDERATION FOUNDATION INC
    1211 CONNECTICUT AVE NW STE 500
    WASHINGTON,DC200362706     		NONE PC GENERAL SUPPORT 2,700
    VHL FAMILY ALLIANCE
    2001 BEACON STREET SUITE 208
    BOSTON,MA021357787     		NONE PC GENERAL SUPPORT 2,000
    WATCHTOWER BIBLE AND TRACT SOCIETY OF NY
    25 COLUMBIA HTS
    BROOKLYN,NY112011300     		NONE PC GENERAL SUPPORT 5,000
    WE ARE FAMILY FOUNDATION
    PO BOX 1352
    MIDTOWN STATION
    NEW YORK,NY100180019     		NONE PC GENERAL SUPPORT 1,000
    WILLIAMS COLLEGE
    100 SPRING ST STE 101
    WILLIAMSTOWN,MA012673187     		NONE PC GENERAL SUPPORT 2,000
    YALE UNIVERSITY
    PO BOX 208239
    NEW HAVEN,CT065208239     		NONE PC GENERAL SUPPORT 500
    YESHIVA GEDOLAH OF THE FIVE TOWNS INC
    PO BOX 396
    WOODMERE,NY115980396     		NONE PC GENERAL SUPPORT 5,000
    YMCA OF ATHENS GEORGIA
    915 HAWTHRONE AVENUE
    ATHENS,GA306062158     		NONE PC GENERAL SUPPORT 250
    ZERO TO THREE
    1255 23RD STREET NW
    SUITE 350
    WASHINGTON,DC200371125     		NONE PC GENERAL SUPPORT 5,000
    ZONE 126 INC
    31-10 23RD STREET
    ASTORIA,NY111064585     		NONE PC GENERAL SUPPORT 180
    Total .................................bullet 3a 2,142,829
    bApproved for future payment
    NEW YORK CITY BALLET INC
    DAVID H KOCH THEATER
    20 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		    GENERAL SUPPORT 450
    Total .................................bullet 3b 450
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    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....          
    3
    Interest on savings and temporary cash investments ...........     		         
    4 Dividends and interest from securities....     14 1,084,355  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property     		         
    7 Other investment income.....          
    8
    Gain 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)..   1,084,355  
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,084,355
    (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 (2015)
    Form 990-PF (2015)
    Page 13
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) 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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    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.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2015
    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 its Form 990PF, Part I, line 2, 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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015) 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, CT06830

    		$ 1,097,823


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


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

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    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) (2015)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
    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., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2015)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2015 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 44,900 0 0 44,500

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

    TY 2015 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 2015 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 2,633,438 2,633,438
    VIKING LONG FUND III, LTD. FMV 651,328 651,328

    TY 2015 OtherDecreasesSchedule
    Name:
    VIKING GLOBAL FOUNDATION INC
     
    C/O VIKING GLOBAL INVESTORS LP
    EIN:
    90-0512778
    Description Amount
    EMPLOYEE CONTRIBUTED SERVICES 660,932
    CONTRIBUTED SUPPORT 41,000
    UNREALIZED DEPRECIATION ON INVESTMENTS 697,781


    TY 2015 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
    OUTSIDE CONTRACT SERVICES 1,000 0 0 1,000
    BOOKS & SUBSCRIPTIONS 19,236 0 0 19,236
    LICENSES,PERMITS & FILING FEES 584 0 0 584
    INSURANCE FEES 4,920 0 0 4,920
    OTHER MISC FEE 1,261 0 0 1,261


    TY 2015 OtherIncreasesSchedule
    Name:
    VIKING GLOBAL FOUNDATION INC
     
    C/O VIKING GLOBAL INVESTORS LP
    EIN:
    90-0512778
    Description Amount
    EMPLOYEE CONTRIBUTED SERVICES 660,932
    CONTRIBUTED SUPPORT 41,000
    DEFERRED FEDERAL EXCISE TAX 13,956


    TY 2015 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 2,113 457
    DEFERRED EXCISE TAX LIABILITY 30,993 17,037
    DUE TO RELATED PARTY 0 4,000


    TY 2015 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 10,844 0 0 0