13F-HR 1 edgsupp.txt FORM UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 2003 ------------------ Check here if Amendment ( ); Amendment Number: ______________ This Amendment (Check only one.) : ( ) is a restatement. ( ) adds new holdings entries. Institutional Investment Manager Filing this Report: Name: TIFF Advisory Services, Inc. (formerly known as Foundation Advisers, Inc.) ------------------------- Address: 590 Peter Jefferson Parkway, Suite 250 -------------------------------------- Charlottesville, VA 22911 -------------------------- Form 13F File Number: 028-06313 --------- The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that is it understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Tina Leiter ----------- Title: Secretary, TIFF Advisory Services, Inc. ------------------------------------ Phone: 434-817-8200 ------------ Signature, Place, and Date of Signing: /s/ Tina Leiter Charlottesville, VA October 27, 2003 --------------- ------------------- ---------------- (Signature) (City, State) (Date) Report Type (Check only one.): ( ) 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) ( ) 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported in this report and a portion are reported by other reporting manager(s).) ( X ) 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 8 -- Form 13F Information Table Entry Total: 41 -- Form 13F Information Table Value Total: $19,552,444.00 -------------- List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file numbers(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. Aronson + Johnson + Ortiz, L.P. - 028-05508 Harding, Loevner Management, L.P. - 028-04434 Marathon Asset Management, Ltd. - 028-03743 Martingale Asset Management, L.P. - 028-04632 Palto Alto Investors - 028-10266 Shapiro Capital Company, Inc. - 028-04097 Wellington Management Company, LLP - 028-04557 Westport Asset Management, Inc. - 028-04441

Item 1: Item 2: Item 3: Item 4: Item 5: Item 6: Item 7: ------ ------ ------- ------- ------- ------- ------ Title Fair Market Shares or Investment Discretion ----- ----------- --------- --------------------- Name Of Issuer of Class CUSIP Value Principal Amt. (a)Sole (b)Shared (c)Shared Other Managers -------------- -------- ----- ----- -------------- ------ -------- --------------- -------- ~~Actuate~~Agree Realty Corp. COM ~~00508B102~~008492100 $136,~~135,074~~720.00 ~~408,300.00 X Angiotech Pharmaceuticals, Inc. COM 034918102 $64,695.12~~ 1,~~588~~500.00 X ~~Arena~~American ~~Pharmaceuticals,~~Financial ~~Inc.~~Realty ~~COM~~Trust ~~040047102 $171,976.00 25,900.00 X ArthoCare Corp.~~ COM ~~043136100~~02607P305 $1411,~~132,976~~720.00 ~~67,600.00 X Cache, Inc. COM 127150308 $163,240.00 10,600.00 X Cal Dive International Inc. COM 127914109 $647,460.00~~ 29,~~700~~200.00 X ~~Canadian~~Boston ~~Superior Energy~~Properties, Inc. COM ~~136644101~~101121101 $~~293~~326,~~811~~025.00 ~~246~~7,~~900~~500.00 X ~~Carbon~~Camden ~~Energy~~Property ~~Corp.~~Trust ~~COM~~REIT ~~141106104 $159,965.00 10,700.00 X Centra Software, Inc.~~ COM ~~15234X103~~133131102 $~~348~~288,~~130~~225.00 ~~112~~7,~~300~~500.00 X ~~Chordiant~~Chelsea ~~Software,~~Property ~~Inc. COM 170404107 $523~~Group,~~962.00~~ ~~281,700.00 X ClickAction,~~ Inc. ~~PREF 18681E990 $0.00 59,400.00 X Comstock Resources, Inc.~~ COM ~~205768203~~163421100 $~~165~~249,~~528~~080.00 125,~~100~~200.00 X ~~Conductus,~~Cresent ~~Inc.~~Real ~~WARRANTS~~Estate ~~206784993~~Equity ~~$0.00~~REIT ~~20,000.00 X Curon Medical, Inc.~~ COM ~~231292103~~225756105 $42210,~~714~~250.00 3714,800.00 X Denbury Resources, Inc. COM 247916208 $803,114.00 59,800.00 X Digital Insight Corp. COM 25385P106 $878,205.00 46,100.00 X Digital River, Inc. COM 25388B104 $922,540.00 47,800.00 X Docent, Inc. COM 25608L502 $386,076.80 113,552.00 X Dyax Corp. COM 26746E103 $22,440.00 5,500.00 X ~~E-LOAN,~~Eastgroup ~~Inc. COM 26861P107 $810~~Properties,~~370.00~~ ~~139,000.00 X Geerlings & Wade,~~ Inc. COM ~~368473104~~277276101 $87283,~~516~~356.00 6610,~~300.00 X Genaissance Pharmaceuticals, Inc. COM 36867W105 $34,632.00 22,~~200.00 X ~~Genencor~~First ~~International~~Industrial ~~Inc.~~Realty ~~COM~~Trust ~~368709101 $403,515.00 24,500.00 X Kirkland's, Inc.~~ COM ~~497498105~~32054K103 $~~484~~253,~~500~~353.00 307,~~000~~900.00 X ~~Latitude~~General ~~Communications,~~Growth ~~Inc.~~Properties COM ~~518292107~~370021107 $~~155~~537,~~310~~750.00 837,500.00 X ~~Marimba,~~Hilton ~~Inc.~~Hotels COM ~~56781Q109~~432848109 $~~195~~212,~~261~~482.00 6713,100.00 X ~~Mercator~~Home ~~Software,~~Properties ~~Inc.~~of ~~COM~~New ~~587587106 $159~~York,~~132.00~~ ~~106,800.00 X Neurobiological Technologies,~~ Inc. COM ~~64124W106~~437306103 $~~143~~211,~~090~~680.00 415,~~000~~400.00 X ~~Nexprise,~~Host ~~Inc.~~Marriott ~~COM 65333Q202 $89,941~~Corp.95 ~~28,553.00 X North American Palladium Ltd.~~ COM ~~656912102~~44107P104 $~~114~~444,~~917~~222.00 3441,~~100~~400.00 X ~~North~~Istar ~~American Scientific~~Financial, Inc. COM ~~65715D100~~45031U101 $50541,~~556~~405.00 613,~~600~~900.00 X ~~Pacific~~Lexington ~~Rim Mining~~ Corp. COM ~~694915984~~529043101 $11356,~~200~~376.00 3518,~~000~~600.00 X ~~Patina~~Mills ~~Oil and Gas~~ Corp. COM ~~703224105~~601148109 $~~843~~365,~~937~~955.~~51 26,250.~~00 ~~X Peets Coffee & Tea, Inc. COM 705560100 $165,870.00~~ 9,~~500~~300.00 X ~~PetroQuest~~Pan ~~Energy,~~Pacific ~~Inc.~~Retail ~~COM 716748108 $424~~Properties,~~175.00~~ ~~180,500.00 X Pharmacyclics,~~ Inc. COM ~~716933106~~69806L104 $~~128~~210,928.00 27,200.00 X PharmChem Laboratories, Inc. COM 717133102 $80,760.00 269,200.00 X Preview Systems, Inc. COM 741379101 $2,839.00 66,800.00 X Restoration Hardware, Inc. COM 760981100 $556,650.00 123,700.00 ~~X Secure Computing Corp. COM 813705100 $244~~4,~~440~~900.00 ~~28,000.00~~ X ~~SeeBeyond~~Parkway ~~Technology Corp. COM 815704101 $227~~Properties,~~997.00~~ ~~98,700.00 X Selectica,~~ Inc. COM ~~816288104~~70153Q104 $~~862~~201,~~240~~020.00 ~~272~~4,~~000~~600.00 X ~~Superconductor~~Pennsylvania ~~Technologies,~~Real ~~Inc.~~Estate ~~COM~~REIT ~~867931107 $124,797.54 54,260.00 X Superior Energy Services, Inc.~~ COM ~~868157108~~709102107 $~~586~~448,~~812~~230.00 6113,~~900~~400.00 X ~~Titan~~Prologis ~~Pharmaceuticals,~~Trust ~~Inc.~~ COM ~~888314101~~743410102 $~~163~~538,~~784~~450.00 6917,~~400~~800.00 X ~~Tumbleweed~~Regency ~~Communications~~Centers Corp. COM ~~899690101~~758849103 $1431,~~303,043~~145.~~19 505,056.~~00 ~~X Ultra Petroleum Corp. COM 903914109 $1~~11,~~278,090.00 99,000.00 X W-H Energy Services, Inc. COM 92925E108 $578,556.00 29,~~700.00 X ~~Websense,~~Rouse ~~Inc~~Co. COM ~~947684106~~779273101 $~~736~~354,~~020~~450.00 478,~~000~~500.00 X Alcoa, Inc. COM 013817101 $~~443~~593,~~700~~832.00 1722,~~400~~700.00 X American Express Co. COM 025816109 $~~418~~662,~~100~~382.00 1014,~~000~~700.00 X ~~Bank of America Corp. COM 060505104 $474,180.00 6,000.00 X~~ Baxter International, Inc. COM 071813109 $~~478~~697,~~400~~440.00 1824,~~400~~000.00 ~~CSX~~X ~~Corp~~Boeing Co. COM ~~126408103~~097023105 $~~421~~635,~~260~~105.00 1418,~~000~~500.00 X ~~ChevronTexaco~~Chevron Texaco Corp. COM 166764100 $~~440~~564,~~420~~455.00 67,~~100~~900.00 X Chubb Corp. COM 171232101 $~~450~~622,~~000~~848.00 79,~~500~~600.00 X ~~Deere~~Comerica, ~~& Co~~Inc. COM ~~244199105~~200340107 $~~452~~629,~~430~~100.00 913,~~900~~500.00 X ~~The~~Deere ~~Healthcare~~& Co. COM ~~404119109~~244199105 $~~419~~677,~~724~~037.00 1312,~~100~~700.00 X ~~Intel~~Intuit, ~~Corp~~Inc. COM ~~458140100~~461202103 $~~465~~675,~~808~~360.00 2214,~~400~~000.00 X ~~J.P.~~JP Morgan Chase & Co. COM 46625H100 $~~485~~666,~~356~~002.00 1419,~~200~~400.00 X ~~Limited, Inc. COM 532716107 $494,450.00 31,900.00 X~~ Marsh & McLennan ~~Companies~~Cos., Inc. COM 571748102 $~~449~~537,~~416~~993.00 811,~~800~~300.00 X Mellon Financial Corp. COM 58551A108 $~~449~~632,~~550~~940.00 1621,~~200~~000.00 X Microsoft Corp. COM 594918104 $~~381~~680,~~589~~855.00 1424,~~900~~500.00 X Morgan Stanley, Dean Witter, Discover & Co. COM 617446448 $~~410~~615,~~400~~612.00 912,~~600~~200.00 X Newell Rubbermaid, Inc. COM 651229106 $~~434~~595,~~000~~925.00 1527,500.00 X Oracle Corp. COM 68389X105 $~~414~~585,~~690~~684.00 3452,~~500~~200.00 X Public Service Enterprise Group, Inc. COM 744573106 $~~422~~651,~~500.00 10,~~000.00 ~~X SBC Communications~~15, Inc. COM 78387G103 $431,795.00 16,900.00 X Wyeth Corp. COM 983024100 $510,160.00 11,200.00 X Acadia Realty Trust COM 004239109 $222,345.00 24,300.00 X American Financial Realty Trust COM 02607P305 $168,483.00 11,300.00 X Arden Realty Group, Inc. COM 039793104 $168,675.00 6,500.00 X ~~Boston~~The ~~Poperties,~~Healthcare ~~Inc~~Co. COM ~~101121101~~404119109 $~~324~~626,~~120~~620.00 717,~~400.00 X Camdon Property, Trust COM 133131102 $136,305.00 3,900.00 X Capital Automotive REIT COM 139733109 $167,940.00 6,~~000.00 X ~~Chelsea~~The ~~Property Group~~Limited, Inc. COM ~~163421100~~532716107 $~~189~~625,~~457~~820.00 441,~~700.00 X Eastgroup Properties, Inc. COM 277276101 $197,100.00 7,300.00 X General Growth Properites COM 370021107 $418,348.00 6,700.00 X Glimcher Realty Trust COM 379302102 $190,400.00 8,~~500.00 X ~~Hospitalities~~Wyeth ~~Properties Trust COM 44106M102 $215,625.00 6,900.00 X Host Marriott~~ Corp. COM ~~44107P104~~983024100 $~~226~~663,~~005~~840.00 2414,700.00 X Istar Financial, Inc. COM 45031U101 $448,950.00 12,300.00 X Lexington Corporate Properties Trust COM 529043101 $334,530.00 18,900.00 X Mills Corp., The COM 601148109 $362,340.00 10,800.00 X Pan Pacific Retail Properties, Inc. COM 69806L104 $165,270.00 4,200.00 X Parkway Properties, Inc. COM 70159Q104 $193,430.00 4,600.00 X Prologis Trust COM 743410102 $354,900.00 13,000.00 X Regency Centers Corp. COM 758849103 $346,302.00 9,900.00 X Rouse Co., The COM 779273101 $274,320.00 7,200.00 X Starwood Hotels & Resorts COM 85590A203 $268,746.00 9,400.00 X Item 1: Item 8: ------ ------- Voting Auth. ------------ Name Of Issuer (a) Sole (b) Shared ( c) None -------------- -------- ---------- -------- ~~Actuate~~Agree Realty Corp. X ~~Angiotech~~American ~~Pharmaceuticals,~~Financial ~~Inc.~~Realty XTrust ~~Arena Pharmaceuticals, Inc.~~ X ~~ArthoCare~~Boston ~~Corp. X Cache~~Properties, Inc. X ~~Cal~~Camden ~~Dive~~Property ~~International~~Trust ~~Inc.~~REIT X ~~Canadian~~Chelsea ~~Superior~~Property ~~Energy~~Group, Inc. X ~~Carbon~~Cresent ~~Energy~~Real ~~Corp.~~Estate XEquity ~~Centra~~REIT ~~Software, Inc.~~ X ~~Chordiant~~Eastgroup ~~Software~~Properties, Inc. X ~~ClickAction,~~First ~~Inc.~~Industrial XRealty ~~Comstock~~Trust ~~Resources, Inc.~~ X ~~Conductus,~~General ~~Inc.~~Growth XProperties ~~Curon Medical, Inc.~~ X ~~Denbury~~Hilton ~~Resources,~~Hotels ~~Inc.~~ X ~~Digital~~Home ~~Insight~~Properties ~~Corp.~~of XNew ~~Digital River~~York, Inc. X ~~Docent,~~Host ~~Inc.~~Marriott ~~X Dyax~~ Corp. X ~~E-LOAN,~~Istar ~~Inc. X Geerlings & Wade~~Financial, Inc. X ~~Genaissance~~Lexington Pharmaceuticals, Inc. X Genencor International, Inc. X Kirkland's, Inc. X Latitude Communications, Inc. X Marimba, Inc. X Mercator Software, Inc. X Neurobiological Technologies, Inc. X Nexprise, Inc. X North American Palladium Ltd. X North American Scientific, Inc. X Pacific Rim Mining Corp. X ~~Patina~~Mills ~~Oil & Gas~~ Corp. X ~~Peets~~Pan ~~Coffee~~Pacific &Retail ~~Tea~~Properties, Inc. X ~~PetroQuest~~Parkway ~~Energy~~Properties, Inc. X ~~Pharmacyclics,~~Pennsylvania ~~Inc.~~Real XEstate ~~PharmChem~~REIT ~~Laboratories, Inc.~~ X ~~Preview~~Prologis ~~Systems,~~Trust ~~Inc.~~ X ~~Restoration~~Regency ~~Hardware,~~Centers ~~Inc. X Secure Computing~~ Corp. X ~~SeeBeyond~~Rouse ~~Technology Corp~~Co. X Selectica, Inc. X Superconductor Technologies, Inc. X Superior Energy Services, Inc. X Titan Pharmaceuticals, Inc. X Tumbleweed Communications Corp. X Ultra Petroleum Corp. X W-H Energy Services, Inc. X Websense, Inc. X Alcoa, Inc. X American Express coCo. X ~~Bank of America Corp. X~~ Baxter International, Inc. X ~~CSX~~Boeing ~~Corp~~Co. X ~~ChevronTexaco~~Chevron Texaco Corp. X Chubb Corp. X ~~Deere~~Comerica, ~~& Co~~Inc. X ~~The~~Deere ~~Healthcare~~& Co. X ~~Intel~~Intuit, ~~Corp~~Inc. X ~~J.P.~~JP Morgan Chase & Co. X ~~Limited, Inc. X~~ Marsh & McLennan ~~Companies~~Cos., Inc. X Mellon Financial Corp. X Microsoft Corp. X Morgan Stanley, Dean Witter, Discover & Co. X Newell Rubbermaid, Inc. X Oracle Corp. X Public Service Enterprise Group, Inc. X ~~SBC~~The ~~Communications,~~Healthcare ~~Inc~~Co. X Wyeth Corp. X Acadia Realty Trust X American Financial Realty Trust X Arden Realty Group, Inc. X Boston Poperties, Inc. X Camdon Property, Trust X Capital Automotive REIT X Chelsea Property Group, Inc. X Eastgroup Properties, Inc. X General Growth Properites X Glimcher Realty Trust X Hospitalities Properties Trust X Host Marriott Corp. X Istar Financial, Inc. X Lexington Corporate Properties Trust X Mills Corp., The ~~X Pan Pacific Retail Properties~~Limited, Inc. X ~~Parkway~~Wyeth ~~Properties, Inc. X Prologis Trust X Regency Centers~~ Corp. X ~~Rouse Co., The X Starwood Hotels & Resorts X~~

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