THE IV FUND: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: THE IV FUND (EIN 20-1422978)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-05-13
IRS object ID: 201941339349102489
Schema version: 2018v3.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Expln Of Non Filing With AG Stmt
Investments Corp Stock Schedule
Other Expenses Schedule
Substantial Contributors Sch

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-05-13T14:51:26-05:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	274398564	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MN ADVISORY SERVICES LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1111 SUPERIOR AVE SUITE 700	AddressLine1Txt
City	CLEVELAND	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	441142540	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	201422978	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE IV FUND	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	IVFU	BusinessNameControlTxt
Phone	2163636489	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O MNAS 1111 SUPERIOR AVE NO 700	AddressLine1Txt
City	CLEVELAND	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44114	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	IVY B LEWIS	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	2163636489	PhoneNum
Signature	2019-05-10	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JOSEPH P KOVALCHECK JR	PreparerPersonNm
PTIN	P00226301	PTIN
Phone	2163630100	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	209.116.109.2	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-05-10	IPDt
IP Tm	07:50:58	IPTm
IP Timezone	ED	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	DA39A3EE5E6B4B0D3255BFEF95601890AFD80709	AtSubmissionCreationDeviceId
At Submission Filing Device Id	99D9BA52241B84797E701D38F4DAE5ED013FE38B	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$12,767,114	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$588,801	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$183,115	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$183,115	DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$771,916	TotalRevAndExpnssAmt
Total Net Invst Incm	$183,115	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$4,025	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$805	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$3,220	AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss	$21,990	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$200	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$26,015	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$805	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$3,420	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$503,200	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$503,200	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$529,215	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$805	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$506,620	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$242,701	ExcessRevenueOverExpensesAmt
Net Investment Income	$182,310	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$3,564,201	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$3,806,902	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$3,806,902	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$3,246,765	CorporateStockBOYAmt
Corporate Stock EOY	$3,246,765	CorporateStockEOYAmt
Corporate Stock EOYFMV	$8,960,212	CorporateStockEOYFMVAmt
Total Assets BOY	$6,810,966	TotalAssetsBOYAmt
Total Assets EOY	$7,053,667	TotalAssetsEOYAmt
Total Assets EOYFMV	$12,767,114	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$4,429,992	CapitalStockBOYAmt
Capital Stock EOY	$4,429,992	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$2,380,974	RetainedEarningBOYAmt
Retained Earning EOY	$2,623,675	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$6,810,966	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$7,053,667	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$6,810,966	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$7,053,667	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$6,810,966	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$242,701	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$7,053,667	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$7,053,667	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$536,820	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$9,807,472	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.054736	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$369,120	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$7,348,226	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.050233	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$282,275	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$6,238,781	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.045245	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$346,391	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$4,871,530	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.071105	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$223,475	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$5,001,864	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.044678	DistributionYr5Rt
Total Distribution	0.265997	TotalDistributionRt
Average Distribution	0.053199	AverageDistributionRt
Net Vl Noncharitable Assets	$12,888,976	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$685,681	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$1,823	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$687,504	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$506,620	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$3,646	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$3,646	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$3,646	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$12,400	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$12,400	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$8,754	OverpaymentAmt
Applied To ES Tax	$8,754	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	OH	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	0	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (1)	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	0	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	MN ADVISORY SERVICES LLC	IndividualWithBooksNm
Phone	2163636489	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1111 SUPERIOR AVE STE 700	AddressLine1Txt
City	CLEVELAND	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44114	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	IVY B LEWIS	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	27500 CEDAR RD SUITE 305	AddressLine1Txt
City	BEACHWOOD	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44122	ZIPCd

Field	Value	IRS element (for citing)
Title	PRESIDENT/DIRECTOR	TitleTxt
Average Hrs Per Wk Devoted To Pos	1.00	AverageHrsPerWkDevotedToPosRt
Compensation	$0	CompensationAmt
Employee Benefit Program	$0	EmployeeBenefitProgramAmt
Expense Account Other Allwnc	$0	ExpenseAccountOtherAllwncAmt

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$9,245,803	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$3,839,452	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$13,085,255	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$13,085,255	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$196,279	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$12,888,976	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$644,449	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$644,449	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$3,646	TaxBasedOnInvestmentIncomeAmt
Total Tax	$3,646	TotalTaxAmt
Distributable Before Adj	$640,803	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$640,803	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$640,803	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$506,620	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$506,620	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$506,620	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$640,803	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr4	$91,242	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2	$4,674	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$71,226	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$167,142	TotalExcessDistributionCyovAmt
Qualifying Distributions	$506,620	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$506,620	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$134,183	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$134,183	ExcessDistributionCyovAppCYAmt
Total Corpus	$32,959	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$32,959	ExcessDistriCyovToNextYrAmt
Excess From Year1	$32,959	ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	IVY B LEWIS	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ACLU FOUNDATION
125 BROAD STREET	NEW YORK	NY	10004	N/A	PUBLIC	CRIMINAL LAW REFORM PROJECT	$25,000
ACLU OF OHIO FOUNDATION
4506 CHESTER AVE	CLEVELAND	OH	44103	N/A	PUBLIC	GENERAL SUPPORT	$1,800
AMERICAN FOUNDATION FOR SUICIDE PREVENTION
120 WALL ST 29TH FL	NEW YORK	NY	10005	N/A	PUBLIC	GENERAL SUPPORT	$27,000
ARTREACH CHICAGO
4401 RAVENSWOOD AVE	CHICAGO	IL	60640	N/A	PUBLIC	PROJECT FIRE	$25,000
BARD COLLEGE
PO BOX 5000	ANNANDALEONHUDSON	NY	12504	N/A	PUBLIC	BARD PRISON INITIATIVE	$1,800
CASES
151 LAWRENCE ST 3RD FL	BROOKLYN	NY	11201	N/A	PUBLIC	GENERAL SUPPORT	$5,000
EVERYTOWN FOR GUN SAFETY
PO BOX 3886	NEW YORK	NY	10163	N/A	PUBLIC	GENERAL SUPPORT	$18,000
HOMEFRONT
1880 PRINCETON AVE	LAWRENCEVILLE	NJ	08648	N/A	PUBLIC	GENERAL SUPPORT	$20,000
IDEASTREAM
1375 EUCLID AVE	CLEVELAND	OH	44115	N/A	PUBLIC	GENERAL SUPPORT	$1,800
INNER CITY TENNIS CLINIC
8611 HOUGH AVE	CLEVELAND	OH	44106	N/A	PUBLIC	GENERAL SUPPORT	$100
INNOCENCE PROJECT
40 WORTH STREET	NEW YORK	NY	10013	N/A	PUBLIC	GENERAL SUPPORT	$20,000
INSIGHT GARDEN PROGRAM
2081 CENTER ST	BERKELEY	CA	94704	N/A	PUBLIC	GENERAL SUPPORT	$10,000
JEWISH FEDERATION OF CLEVELAND
25701 SCIENCE PARK DR	CLEVELAND	OH	44122	N/A	PUBLIC	GENERAL SUPPORT	$18,000
NAC (NEW ALTERNATIVES FOR CHILDREN)
37 WEST 26TH STREET	NEW YORK	NY	10010	N/A	PUBLIC	GENERAL SUPPORT	$2,500
NATURE CENTER AT SHAKER LAKES
2600 SOUTH PARK BLVD	CLEVELAND	OH	44120	N/A	PUBLIC	GENERAL SUPPORT	$1,000
NORTHWESTERN MEDILL SCHOOL OF JOURNALISM
375 E CHICAGO AVE	CHICAGO	IL	60611	N/A	PUBLIC	MEDILL JUSTICE PROJECT	$60,000
NORTHWESTERN UNIVERSITY COUNSELING & PSYCHOLOGICAL SERVICES
1201 DAVIS STREET	EVANSTON	IL	60201	N/A	PUBLIC	SUICIDE PREVENTION PROGRAMMIN	$20,000
NORTHWESTERN UNIVERSITY PRITZKER SCHOOL OF LAW
1201 DAVIS STREET	EVANSTON	IL	60201	N/A	PUBLIC	JUSTICE AUDIT	$20,000
NORTHWESTERN UNIVERSITY PRITZKER SCHOOL OF LAW
1201 DAVIS STREET	EVANSTON	IL	60208	N/A	PUBLIC	CENTER ON WRONGFUL CONVICTION	$60,000
NORTHWESTERN UNIVERSITY STUDENT ENRICHMENT SERVICES
1201 DAVIS STREET	EVANSTON	IL	60208	N/A	PUBLIC	GENERAL SUPPORT	$20,000
NORTHWESTERN UNIVERSITY
1999 CAMPUS DRIVE BOX 7	EVANSTON	IL	60208	N/A	PUBLIC	DANCE MARATHON	$500
PEMA CHODRON FOUNDATION
PO BOX 770630	STEAMBOAT SPRINGS	CO	80477	N/A	PUBLIC	GENERAL SUPPORT	$1,800
PLANNED PARENTHOOD OF GREATER OHIO
25350 ROCKSIDE ROAD	BEDFORD HTS	OH	44146	N/A	PUBLIC	GENERAL SUPPORT	$1,000
PRINCETON UNIVERSITY ART MUSEUM
330 ALEXANDER STREET	PRINCETON	NJ	08544	N/A	PUBLIC	GENERAL SUPPORT	$2,500
PRINCETON UNIVERSITY-LEWIS CENTER OF THE ARTS
330 ALEXANDER RD	PRINCETON	NJ	08542	N/A	PUBLIC	GENERAL SUPPORT	$10,000
THE BAIL PROJECT
PO BOX 750	VENICE	CA	90294	N/A	PUBLIC	GENERAL SUPPORT	$10,000
THE CLEVELAND CLINIC FOUNDATION
9500 EUCLID AVE	CLEVELAND	OH	44115	N/A	PUBLIC	GENERAL SUPPORT	$18,000
THE HORTICULTURAL SOCIETY OF NEW YORK
148 WEST 37TH ST	NEW YORK	NY	10018	N/A	PUBLIC	RIKER'S GREENHOUSE	$10,000
THE MANAGEMENT CENTER
1710 RHODE ISLAND AVE NW	WASHINGTON	DC	20036	N/A	PUBLIC	GENERAL SUPPORT	$80,000
THE MARSHALL PROJECT
156 WEST 56TH STREET	NEW YORK	NY	10019	N/A	PUBLIC	GENERAL SUPPORT	$5,000
THE PENLAND SCHOOL OF CRAFTS
PO BOX 37	PENLAND	NC	28765	N/A	PUBLIC	GENERAL SUPPORT	$1,000
THE PROMISE OF JUSTICE INITIATIVE
636 BARONE STREET	NEW ORLEANS	LA	70113	N/A	PUBLIC	GENERAL SUPPORT	$1,800
THE TOWN HALL FOUNDATION INC
123 W 43RD ST B/N 6TH BROADWAY	NEW YORK	NY	10036	N/A	PUBLIC	GENERAL SUPPORT	$1,000
THE TRACE
PO BOX 24532	BROOKLYN	NY	11202	N/A	PUBLIC	GENERAL SUPPORT	$3,600

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$503,200	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$183,115	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$183,115	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$183,115	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PBL CHARITABLE LEAD ANNUITY TRUST	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	C/O MNAS 1111 SUPERIOR AVE SUITE 70	AddressLine1Txt
City	CLEVELAND	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44114	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$588,801	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	MNAS-ACCOUNTING/TAX PREP	CategoryTxt
Amt	$4,025	Amt
Net Investment Income	$805	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$3,220	DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Field	Value	IRS element (for citing)
Explanation	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.	ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	PGR STOCK	StockNm
EOY Book Value	$3,246,765	EOYBookValueAmt
EOYFMV	$8,960,212	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OHIO REGISTRATION FEE	$200	$0	$200
EXCISE TAXES	$21,790	$0	$0

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PBL CHARITABLE LEAD ANNUITY TRUST	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O MNAS 1111 SUPERIOR AVE SUITE	AddressLine1Txt
Address Line2	700	AddressLine2Txt
City	CLEVELAND	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44114	ZIPCd