THE IV FUND: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE IV FUND (EIN 20-1422978)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-12
- IRS object ID
- 201521329349102247
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T15:13:30-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 STE 700 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44114 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | 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 | 174 NASSAU STREET | AddressLine1Txt |
| Address Line2 | ROOM/SUITE 303 | AddressLine2Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08542 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IVY B LEWIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2163636489 | PhoneNum |
| Signature | 2015-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH P KOVALCHECK JR | PreparerPersonNm |
| PTIN | P00226301 | PTIN |
| Phone | 2163630100 | PhoneNum |
| Preparation | 2015-05-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,072,239 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $276,266 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $276,266 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $454,442 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $454,473 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $454,442 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $730,708 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $730,708 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,550 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,600 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $850 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $350,940 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $350,940 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $354,540 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $850 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $353,690 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $376,168 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $729,858 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $175,126 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $550,874 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $550,874 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,006,449 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,627,502 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,521,365 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,181,575 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,178,376 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,072,239 | TotalAssetsEOYFMVAmt |
| 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 |
| Retained Earning BOY | -$248,417 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$251,616 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,181,575 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,178,376 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,181,575 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,178,376 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,181,575 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $376,168 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,557,743 | SubtotalAmt |
| Other Decreases | $379,367 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,178,376 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICY TRADED SECURITIES | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Sold | 2014-12-31 | SoldDt |
| Gross Sales Price | $454,473 | GrossSalesPriceAmt |
| Cost Or Other Basis | $31 | CostOrOtherBasisAmt |
| Gain Or Loss | $454,442 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $454,442 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $454,442 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $223,475 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,001,864 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044678 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $224,883 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,189,023 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053684 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $203,850 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,125,759 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049409 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $196,506 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,929,210 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050012 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $156,200 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,250,166 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048059 | DistributionYr5Rt |
| Total Distribution | 0.245842 | TotalDistributionRt |
| Average Distribution | 0.049168 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,871,530 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $239,523 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,299 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $246,822 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $353,690 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $7,299 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,299 | SubtotalAmt |
| Tax Based On Investment Income | $7,299 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,963 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,963 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4,336 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOSEPH P KOVALCHECK JR | 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 | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IVY LEWIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 174 NASSAU STREET 303 | AddressLine1Txt |
| City | PRINCETON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08542 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT/DI | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.50 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,462,974 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $482,742 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,945,716 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,945,716 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $74,186 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,871,530 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $243,577 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $243,577 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,299 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,299 | TotalTaxAmt |
| Distributable Before Adj | $236,278 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $236,278 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $236,278 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $353,690 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $353,690 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,299 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $346,391 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $236,278 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $1,210 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,210 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $353,690 | QualifyingDistributionsAmt |
| Applied To Current Year | $236,278 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $117,412 | RemainingDistriFromCorpusAmt |
| Total Corpus | $118,622 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $118,622 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,210 | ExcessFromYear2Amt |
| Excess From Current Year | $117,412 | ExcessFromCurrentYearAmt |
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 (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| WHYY | ||||||||
| INDEPENDENCE MALL WEST | 150 NORTH SIXTH ST | PHILADELPHIA | PA | 19106 | N/A | PUBLIC | GENERAL SUPPORT | $1,500 |
| FRIENDS OF THE PRINCETON UNIVERSITY | ||||||||
| PO BOX 5357 | PRINCETON | NJ | 085435357 | N/A | PUBLIC | GENERAL SUPPORT | $50 | |
| CASA OF MERCER COUNTY INC | ||||||||
| 1450 PARKSIDE AVE | SUITE 22 | EWING | NJ | 08638 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 |
| BARD COLLEGE | ||||||||
| PO BOX 5000 | ANNONDALEONHUDSON | NY | 12504 | N/A | PUBLIC | BARD PRISON INITIATIVE | $1,800 | |
| HOMEFRONT | ||||||||
| 1880 PRINCETON AVE | LAWRENCEVILLE | NJ | 08648 | N/A | PUBLIC | GENERAL SUPPORT | $510 | |
| FOUNTAIN HOUSE | ||||||||
| 425 W 47TH ST | NEW YORK | NY | 10036 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 | |
| THE MANAGEMENT CENTER | ||||||||
| 1710 RHODE ISLANE AVE NW | WASHINGTON | DC | 20036 | N/A | PUBLIC | GENERAL SUPPORT | $125,000 | |
| THE TRUST FOR PUBLIC LAND | ||||||||
| 101 MONTGOMERY ST | SUITE 900 | SAN FRANCISCO | CA | 94104 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 |
| HOMEFRONT | ||||||||
| 1880 PRINCETON AVE | LAWRENCEVILLE | NJ | 08648 | N/A | PUBLIC | GENERAL SUPPORT | $1,080 | |
| NAC (NEW ALTERNATIVES FOR CHILDREN) | ||||||||
| 37 WEST 26TH STREET | NEW YORK | NY | 10010 | N/A | PUBLIC | GENERAL SUPPORT | $2,500 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | N/A | PUBLIC | JUSTICE PROJECT | $60,000 | |
| NORTHWESTERN UNIVERSITY | ||||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60208 | N/A | PUBLIC | CENTER ON WRONGFUL CONVICTION | $60,000 | |
| HOMEFRONT | ||||||||
| 1880 PRINCETON AVE | LAWRENCEVILLE | NJ | 08648 | N/A | PUBLIC | CAMPUS WELCOME CENTER | $25,000 | |
| CENTURION MINISTRIES | ||||||||
| 221 WITHERSPOON ST | PRINCETON | NJ | 085423215 | N/A | PUBLIC | GENERAL SUPPORT | $30,000 | |
| THE INNOCENCE PROJECT | ||||||||
| 40 WORTH STREET | SUITE 701 | NEW YORK | NY | 10013 | N/A | PUBLIC | GENERAL SUPPORT | $20,000 |
| ISLES | ||||||||
| 10 WOOD ST | TRENTON | NJ | 08618 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 | |
| THE CENTER FOR PUBLIC INTEGRITY | ||||||||
| 910 17TH ST NW | 7TH FLOOR | WASHINGTON | DC | 20006 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 |
| PRINCETON UNIVERSITY PARENTS FUND | ||||||||
| PO BOX 5357 | PRINCETON | NJ | 08543 | N/A | PUBLIC | GENERAL SUPPORT | $2,500 | |
| ACLU FOUNDATION | ||||||||
| 125 BROAD STREET | 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PUBLIC | CRIMINAL LAW REFORM | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $350,940 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $276,266 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $454,442 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $730,708 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $730,708 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MNAS-ACCOUNTING/TAX PREP | CategoryTxt |
| Amt | $3,400 | Amt |
| Net Investment Income | $850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,550 | 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 | $3,627,502 | EOYBookValueAmt |
| EOYFMV | $4,521,365 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| TAX GAIN EXCEEDS BOOK GAIN | $378,916 |
| BOOK GRANT DEDUCTION EXCEEDS TAX DEDUCTION | $450 |
| ROUNDING | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| OHIO REGISTRATION FEE | $200 | $200 |