THE IV FUND: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE IV FUND (EIN 20-1422978)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-05
- IRS object ID
- 201421259349100827
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-05T13:22:46-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MN ADVISORY SERVICES LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1111 SUPERIOR AVE STE 700 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | 66 WITHERSPOON STREET | AddressLine1 |
| Address Line2 | ROOM/SUITE 303 | AddressLine2 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 08542 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IVY B LEWIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2163636489 | PhoneNum |
| Signature | 2014-04-28 | 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 | 2014-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,220,621 | 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 | $52,677 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,677 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $52,677 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,677 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,550 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,314 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $275 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $275 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,989 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $850 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,825 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $220,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $220,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $230,639 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $850 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $223,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$177,962 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,827 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $353,088 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $175,126 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $175,126 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,006,449 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,006,449 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,045,495 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $4,359,537 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,181,575 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,220,621 | 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 | -$70,455 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$248,417 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,359,537 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,181,575 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,359,537 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,181,575 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,359,537 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$177,962 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,181,575 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,181,575 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $224,883 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,189,023 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053684 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $203,850 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,125,759 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049409 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $196,506 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,929,210 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050012 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $156,200 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,250,166 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048059 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $98,883 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,833,334 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.025796 | DistributionYr5Rt |
| Total Distribution | 0.226960 | TotalDistributionRt |
| Average Distribution | 0.045392 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,001,864 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $227,045 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $518 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $227,563 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $223,475 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,037 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,037 | SubtotalAmt |
| Tax Based On Investment Income | $1,037 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,963 | OverpaymentAmt |
| Applied To ES Tax | $2,963 | AppliedToESTaxAmt |
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 | AddressLine1 |
| City | CLEVELAND | City |
| State | OH | State |
| ZIP Code | 44114 | ZIPCode |
| 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 | 66 WITHERSPOON STREET 303 | AddressLine1 |
| City | PRINCETON | City |
| State | NJ | State |
| ZIP Code | 08542 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT/DI | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | 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 |
| 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 | $4,698,197 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $379,838 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,078,035 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,078,035 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,171 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,001,864 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $250,093 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $250,093 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,037 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,037 | TotalTaxAmt |
| Distributable Before Adj | $249,056 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $249,056 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $249,056 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $223,475 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $223,475 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $223,475 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $249,056 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $3,379 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $23,412 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $26,791 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $223,475 | QualifyingDistributionsAmt |
| Applied To Current Year | $223,475 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $25,581 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $25,581 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,210 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,210 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $1,210 | 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|---|
| WHYY | |||||||||
| INDEPENDENCE MALL WEST | 150 NORTH SIXTH ST | PHILADELPHIA | PA | 19106 | N/A | PUBLIC | GENERAL SUPPORT | $1,200 | |
| FRIENDS OF THE PRINCETON UNIVERSITY | |||||||||
| PO BOX 5357 | PRINCETON | NJ | 085435357 | N/A | PUBLIC | GENERAL SUPPORT | $450 | GENERAL SUPPORT | |
| HOMEFRONT | |||||||||
| 1880 PRINCETON AVE | LAWRENCEVILLE | NJ | 08648 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 | ||
| HOMEFRONT | |||||||||
| 1880 PRINCETON AVE | LAWRENCEVILLE | NJ | 08648 | N/A | PUBLIC | GENERAL SUPPORT | $20,000 | ||
| NAC (NEW ALTERNATIVES FOR CHILDREN) | |||||||||
| 37 WEST 26TH STREET | NEW YORK | NY | 10010 | N/A | PUBLIC | GENERAL SUPPORT | $2,500 | ||
| PRINCETON UNIVERSITY-PARENTS ANNUAL | |||||||||
| PO BOX 5357 | PRINCETON | NJ | 085435357 | N/A | PUBLIC | PARENTS FUND | $2,500 | GIVING | |
| NORTHWESTERN UNIVERSITY | |||||||||
| 120 DAVIS STREET | EVANSTON | IL | 602082110 | N/A | PUBLIC | CENTER ON WRONGFUL CONVICTION | $60,000 | ||
| NORTHWESTERN UNIVERSITY | |||||||||
| 120 DAVIS STREET | EVANSTON | IL | 602084410 | N/A | PUBLIC | INVESTIGATIVE JOURNALISM FUND | $60,000 | ||
| CENTURION MINISTRIES | |||||||||
| 221 WITHERSPOON ST | PRINCETON | NJ | 085423215 | N/A | PUBLIC | GENERAL SUPPORT | $40,000 | ||
| THE INNOCENCE PROJECT | |||||||||
| 40 WORTH STREET | SUITE 701 | NEW YORK | NY | 10013 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 | |
| YES INSTITUTE | |||||||||
| 5275 SUNSET DRIVE | MIAMI | FL | 33143 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 | ||
| ACLU FOUNDATION | |||||||||
| 125 BROAD STREET | 18TH FLOOR | NEW YORK | NY | 10004 | N/A | PUBLIC | CRIMINAL LAW REFORM | $5,000 | |
| CULTURE PROJECT | |||||||||
| 49 BLEECKER STREET | SUITE 602 | NEW YORK | NY | 10012 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 | |
| THE MANAGEMENT CENTER | |||||||||
| 1710 RHODE ISLAND AVE NW | SUITE 1100 | WASHINGTON | DC | 20036 | N/A | PUBLIC | GENERAL SUPPORT | $2,500 | |
| COLORADO COLLEGE | |||||||||
| 14 EAST CACHE LA POUDRE S | COLORADO SPRINGS | CO | 809033294 | N/A | PUBLIC | VENTURE GRANT PROGRAM | $2,500 | ||
| OKJ2-OKLAHOMA JOURNALISTS | |||||||||
| 1705 SO DESERT PALM AVE | BROKEN ARROW | OK | 74012 | N/A | PUBLIC | OKLAHOMA JOURNALISTS FOR JUSTICE | $1,000 | FOR JUSTICE | |
| UNITED FRIENDS SCHOOL | |||||||||
| 1018 W BROAD STREET | QUAKERTOWN | PA | 18951 | N/A | PUBLIC | WIRTSHAFTER FAMILY SCHOLARSHIP FUND | $1,000 | ||
| ISLES INC | |||||||||
| 10 WOOD STREET | TRENTON | NJ | 08618 | N/A | PUBLIC | URBAN AGRICULTURAL PROGRAM | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $220,650 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,677 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $52,677 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,677 | 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 | TAX PREP FEES-MNAS | CategoryTxt |
| Amt | $3,400 | Amt |
| Net Investment Income | $850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,550 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | IVY LEWIS | PersonNm |
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 | $4,006,449 | EOYBookValueAmt |
| EOYFMV | $5,045,495 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| OHIO REGISTRATION FEE | $200 | $200 |
| OHIO FILING FEE | $25 | $25 |
| TICKETS | $50 | $50 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| EXCISE TAX-2012 | $2,314 |
| EXCISE TAX-2013 | $4,000 |