2025-04-30T21:41:24-05:00 2024-12-31 262246506 APERCEN PARTNERS LLC 314 LYTTON AVE PALO ALTO CA 94301 990PF 2024-01-01 201422978 THE IV FUND IVFU 6508047100 340 PALLADIO PARKWAY SUITE 540 FOLSOM CA 95630 IVY B LEWIS PRESIDENT 6508047100 2025-04-30 1 1 TOM M VAN LOBEN SELS P00447955 6508047100 2024 2025-03-06 01:10:19Z X 74199858 X 60000 636222 636222 1475246 18503822 477042 2171468 1113264 0 0 0 0 0 3419 0 0 3419 32370 6474 0 25896 51321 0 0 51321 36152 0 0 0 427 0 0 427 123689 6474 0 81063 2937404 2937404 3061093 6474 0 3018467 -889625 1106790 0 1000 1000 1000 7143383 7142570 7142570 9691677 8792900 8951830 2947344 2953210 58072865 0 0 31593 19783404 18889680 74199858 0 0 X 0 0 0 0 19783404 18889680 19783404 18889680 19783404 18889680 19783404 -889625 0 18893779 4099 18889680 PUBLICLY TRADED SECURITIES 18503822 18026780 477042 477042 477042 15384 0 15384 0 15384 16000 0 0 0 16000 X 0 616 616 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 0 0 0 0 1 1 THEIVFUND.ORG APERCEN PARTNERS LLC 6508047100 340 PALLADIO PARKWAY SUITE 540 FOLSOM CA 95630 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 IVY B LEWIS 340 PALLADIO PARKWAY SUITE 540 FOLSOM CA 95630 PRESIDENT/DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 65584492 5526668 31593 71142753 0 0 71142753 1067141 70075612 3503781 3503781 15384 15384 3488397 0 3488397 0 3488397 3018467 0 3018467 3488397 0 0 126166 126166 3018467 0 0 0 3018467 0 126166 126166 0 0 0 0 0 343764 0 0 0 IVY B LEWIS X AMERICAN CIVIL LIBERTIES UNION OF OHIO FOUNDATION INC 4506 CHESTER AVE CLEVELAND OH 44103 PC CRIMINAL LAW REFORM; REPRODUCTIVE FREEDOM PROJECT 120000 AMERICAN FOUNDATION FOR SUICIDE PREVENTION 199 WATER ST 11TH FL NEW YORK NY 10038 PC LOSS SUPPORT IN MEMORY OF DAKOTA WILLIAM POWELL 50000 AMERICAN GIFT FUND 4550 LINDEN HILL RD STE 200 WILMINGTON DE 19808 PC GENERAL SUPPORT 998204 BARD COLLEGE PO BOX 5000 ANNANDALEONHUDSON NY 12054 PC BARD PRISON INITIATIVE - REENTRY PROGRAMMING 25000 BELLEFAIRE JEWISH CHILDRENS BUREAU 22001 FAIRMOUNT BLVD SHAKER HEIGHTS OH 44118 PC IN HONOR OF BETH BRANDON 5400 CENTER FOR ALTERNATIVE SENTENCING AND EMPLOYMENT SERVICES INC 151 LAWRENCE ST 3RD FL BROOKLYN NY 11201 PC EDUCATION, CAREER, AND ENRICHMENT SERVICES 10000 CENTURION MINISTRIES 1000 HERRONTOWN RD PRINCETON NJ 08540 PC GENERAL SUPPORT 5400 FIREBIRD COMMUNITY ARTS 2651 W LAKE ST CHICAGO IL 60612 PC PROJECT FIRE 50000 FOUNTAIN HOUSE INC 425 WEST 47TH ST NEW YORK NY 10036 PC DIRECT SERVICES FOR 47TH ST CLUBHOUSE 25000 GREATER CLEVELAND FOOD BANK INC 13815 COIT RD CLEVELAND OH 44110 PC STOCK THE SHELVES CAMPAIGN 5000 GREATER CLEVELAND FOOD BANK INC 13815 COIT RD CLEVELAND OH 44110 PC RESOURCE CENTER 25000 HEALING COMPANIONS INC 5 SOUTH MAIN ST STE 205 OBERLIN OH 44074 PC GENERAL SUPPORT 900 HOMEFRONT INC 1880 PRINCETON AVE LAWRENCEVILLE NJ 08648 PC RESOURCE NETWORK 25000 HOSPICE OF THE WESTERN RESERVE INC 17876 ST CLAIR AVE CLEVELAND OH 44110 PC GRIEF SERVICES SUMMER CAMPS 5400 IDEASTREAM 1375 EUCLID AVE CLEVELAND OH 44115 PC GENERAL SUPPORT 5400 INJUSTICE WATCH NFP 55 E JACKSON BLVD STE 640 CHICAGO IL 60604 PC GENERAL SUPPORT 3600 INSIGHT GARDEN PROGRAM 2081 CENTER ST BERKELEY CA 94704 PC IN-PRISON PROGRAMMING 25000 JEWISH FEDERATION OF CLEVELAND 25701 SCIENCE PARK DR CLEVELAND OH 44122 PC COMBATING ANTISEMITISM IN CLEVELAND 151200 JEWISH FEDERATION OF CLEVELAND 25701 SCIENCE PARK DR CLEVELAND OH 44122 PC ISRAEL EMERGENCY CAMPAIGN 414000 KIDPOWER OF COLORADO INC 2335 ROBINSON ST STE 130 COLORADO SPRINGS CO 80904 PC GENERAL SUPPORT 5400 NASSAU COOPERATIVE NURSERY SCHOOL 33 MERCER ST PRINCETON NJ 08540 PC 65TH ANNIVERSARY 1000 NEW ALTERNATIVES FOR CHILDREN INC 825 7TH AVE 9TH FL NEW YORK NY 10019 PC GENERAL SUPPORT 2700 NORTHWESTERN UNIVERSITY 633 CLARK ST EVANSTON IL 60208 PC EAST LAWN PROJECT 150000 NORTHWESTERN UNIVERSITY 633 CLARK ST EVANSTON IL 60208 PC COUNSELING & PSYCHOLOGICAL SERVICES COMMUNITY BASED INITIATIVES 50000 NORTHWESTERN UNIVERSITY 633 CLARK ST EVANSTON IL 60208 PC CENTER ON WRONGFUL CONVICTIONS 60000 NORTHWESTERN UNIVERSITY 633 CLARK ST EVANSTON IL 60208 PC STUDENT ENRICHMENT SERVICES GIFT FUND 25000 PENLAND SCHOOL OF CRAFT PO BOX 37 PENLAND NC 28765 PC HURRICANE HELENE RELIEF 10000 PLANNED PARENTHOOD OF GREATER OHIO 206 EAST STATE ST COLUMBUS OH 43215 PC PEER EDUCATION PROGRAM 25000 PROPUBLICA INC 155 AVENUE OF THE AMERICAS 13TH FL NEW YORK NY 10013 PC MENTAL HEALTH REPORTING INITIATIVE 25000 PULITZER CENTER ON CRISIS REPORTING 2000 PENNSYLVANIA AVE NW 7000-081 WASHINGTON DC 20006 PC MENTAL WELLBEING IN THE US FELLOWSHIP 300000 SAN FRANCISCO STUDY CENTER INC 1663 MISSION ST STE 310 SAN FRANCISCO CA 94103 PC MINDSITE NEWS 5400 SHAKER LAKES REGIONAL NATURE CENTER 2600 SOUTH PARK BLVD SHAKER HEIGHTS OH 44120 PC GENERAL SUPPORT 1800 THE BAIL PROJECT INC PO BOX 750 VENICE CA 90294 PC NATIONAL GENERAL OPERATIONS 10000 THE CLEVELAND CLINIC FOUNDATION 6801 BRECKSVILLE RD RK1-85 INDEPENDENCE OH 44131 PC BE THE BOSS OF YOUR OWN STRESS PROGRAM 25000 THE HORTICULTURAL SOCIETY OF NEW YORK 148 WEST 37TH ST 13TH FL NEW YORK NY 10018 PC EDUCATION CENTER 25000 THE INNOCENCE PROJECT INC 40 WORTH ST STE 701 NEW YORK NY 10013 PC GENERAL SUPPORT 50000 THE MARSHALL PROJECT INC 156 WEST 56TH ST STE 701 NEW YORK NY 10019 PC NEWS INSIDE 25000 THE MARSHALL PROJECT INC 156 WEST 56TH ST STE 701 NEW YORK NY 10019 PC CLEVELAND NEWSROOM 50000 THE PEMA CHODRON FOUNDATION PO BOX 770630 STEAMBOAT SPRINGS CO 80477 PC BOOK INITIATIVE PROGRAM 5400 THE TRUST FOR PUBLIC LAND 23 GEARY ST STE 1000 SAN FRANCISCO CA 94108 PC COMMUNITY SCHOOL YARD PROJECT IN NJ AND OH 50000 TOWN HALL FOUNDATION INC 123 WEST 43RD ST NEW YORK NY 10036 PC GENERAL SUPPORT 5400 TRACE MEDIA INC PO BOX 24532 BROOKLYN NY 11202 PC GENERAL SUPPORT 5400 TRUSTEES OF PRINCETON UNIVERSITY 701 CARNEGIE CENTER STE 445 PRINCETON NJ 08540 PC ART MUSEUM SUPPORT 10000 TRUSTEES OF PRINCETON UNIVERSITY 701 CARNEGIE CENTER STE 445 PRINCETON NJ 08540 PC THE LEWIS CENTER FOR THE ARTS 50000 WEGIVEASHARE INC PO BOX 2032 ASHEVILLE NC 28802 PC HURRICANE HELENE RELIEF 10000 WHYY INC 150 NORTH SIXTH ST PHILADELPHIA PA 19106 PC GENERAL SUPPORT 5400 2937404 0 14 636222 18 1475246 0 2111468 0 2111468 0 0 0 0 0 0 0 0 0 0 X X 1 TDL CHARITABLE LEAD ANNUITY TRUST 340 PALLADIO PARKWAY SUITE 540 FOLSOM CA 95630 60000 X ACCOUNTING FEES 32370 6474 0 25896 THE OHIO ATTORNEY GENERAL REQUESTS THAT OHIO FOUNDATIONS FILE AN ANNUAL REPORT ONLINE WITH THE ATTORNEY GENERAL'S OFFICE IN LIEU OF SENDING A COPY OF THE FEDERAL TAX RETURN, FORM 990-PF. THE IV FUND HAS COMPLIED WITH THIS REQUEST. PROGRESSIVE CORP 2858376 57991611 VIRTUS ALLIANZ WATER FUND 94834 81254 8792900 8951830 0 0 ACCRUED INTEREST FMV 0 31593 LEGAL FEES 3419 0 0 3419 ACCRUED INTEREST PAID 4099 LICENSES AND FEES 200 0 0 200 MISCELLANEOUS 227 0 0 227 CONSULTING FEES 51321 0 0 51321 EXCISE TAX 36152 0 0 0