THE IV FUND: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE IV FUND (EIN 20-1422978)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-10
- IRS object ID
- 201331309349100143
- Schema version
- 2012v2.1
- 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
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T12:09:01-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MN ADVISORY SERVICES LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201422978 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE IV FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | IVFU | NameControl |
| Phone | 2163636489 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | IVY B LEWIS | Name |
| Title | PRESIDENT | Title |
| Phone | 2163636489 | Phone |
| Date Signed | 2013-04-29 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH P KOVALCHECK JR | Name |
| Phone | 2166960320 | Phone |
| Date Prepared | 2013-05-08 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4257010 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 262839 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 262839 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 7241 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 137476 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 137465 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 270080 | TotalRevenueAndExpenses |
| Total Net Investment Income | 400304 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 5164 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1291 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3873 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 50 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 50 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5214 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1291 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3923 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 224950 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 224950 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 230164 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1291 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 228873 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 39916 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 399013 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 182937 | CashBOY |
| Cash EOY | 353088 | CashEOY |
| Cash EOYFMV | 353088 | CashEOYFMV |
| Investments Corp Stock BOY | 4136374 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4006449 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3903922 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 4319311 | TotalAssetsBOY |
| Total Assets EOY | 4359537 | TotalAssetsEOY |
| Total Assets EOYFMV | 4257010 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 4429992 | CapitalStockBOY |
| Capital Stock EOY | 4429992 | CapitalStockEOY |
| Retained Earnings BOY | -110681 | RetainedEarningsBOY |
| Retained Earnings EOY | -70455 | RetainedEarningsEOY |
| Total Net Assets BOY | 4319311 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4359537 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4319311 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4359537 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4319311 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 39916 | ExcessOfRevenueOverExpenses |
| Other Increases | 310 | OtherIncreases |
| Subtotal | 4359537 | Subtotal |
| Total Net Assets Fund Balances EOY | 4359537 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 1,000 SH PGR | D | 2004-08-20 | 2012-03-13 | 21964 | 2 | 21962 | 21962 |
| 5,000 SH PGR | D | 2004-08-20 | 2012-03-27 | 115512 | 9 | 115503 | 115503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 137465 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 203850 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 4125759 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049409 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 196506 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3929210 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.050012 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 156200 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3250166 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.048059 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 98883 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3833334 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.025796 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 185946 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4430461 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.041970 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.215246 | TotalDistributionRatio |
| Average Distribution Ratio | 0.043049 | AverageDistributionRatio |
| Net Noncharitable Assets | 4189023 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 180333 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3990 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 184323 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 228873 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3990 | InvestmentIncomeExciseTax |
| Subtotal | 3990 | Subtotal |
| Tax Based On Investment Income | 3990 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1676 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1676 | TotalCreditsAndPayments |
| Tax Due | 2314 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | false | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | JOSEPH P KOVALCHECK JR | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2163636489 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | IVY LEWIS | PersonName |
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 | Title |
| Avg Hours Per Wk Devoted To Position | 2.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3920476 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 332339 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4252815 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 4252815 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 63792 | CashDeemedCharitable |
| Net Noncharitable Assets | 4189023 | NetNoncharitableAssets |
| Minimum Investment Return | 209451 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 209451 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3990 | TaxBasedOnInvestmentIncome |
| Total Tax | 3990 | TotalTax |
| Distributable Amount Before Adj | 205461 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 205461 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 205461 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 228873 | ExpensesAndContributions |
| Qualifying Distributions | 228873 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3990 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 224883 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 205461 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 3379 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 3379 | TotalExcessDistriCarryover |
| Qualifying Distributions | 228873 | QualifyingDistributions |
| Applied To Current Year | 205461 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 23412 | RemainingDistriFromCorpus |
| Total Corpus | 26791 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 26791 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 3379 | ExcessFromYear2 |
| Excess From Current Year | 23412 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | IVY B LEWIS | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|---|
| WHYY | |||||||||
| INDEPENDENCE MALL WEST | 150 NORTH SIXTH ST | PHILADELPHIA | PA | 19106 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 | |
| FRIENDS OF THE PRINCETON UNIVERSITY | |||||||||
| PO BOX 5357 | PRINCETON | NJ | 085435357 | N/A | PUBLIC | GENERAL SUPPORT | $450 | MUSEUM | |
| HOMEFRONT | |||||||||
| 1880 PRINCETON AVE | LAWRENCEVILLE | NJ | 08648 | N/A | PUBLIC | GENERAL SUPPORT | $2,500 | ||
| HOMEFRONT | |||||||||
| 1880 PRINCETON AVE | LAWRENCEVILLE | NJ | 08648 | N/A | PUBLIC | GENERAL SUPPORT | $22,500 | ||
| NAC (NEW ALTERNATIVES FOR CHILDREN) | |||||||||
| 37 WEST 26TH STREET | NEW YORK | NY | 10010 | N/A | PUBLIC | GENERAL SUPPORT | $3,000 | ||
| CASA OF MERCER AND BURLINGTON | |||||||||
| 1450 PARKSIDE AVE | SUITE 22 | EWING | NJ | 08638 | N/A | PUBLIC | GENERAL SUPPORT | $2,000 | COUNTY |
| PRINCETON UNIVERSITY-PARENTS ANNUAL | |||||||||
| PO BOX 5357 | PRINCETON | NJ | 085435357 | N/A | PUBLIC | PARENTS FUND | $2,500 | GIVING | |
| ISLES | |||||||||
| 10 WOOD ST | TRENTON | NJ | 086183921 | N/A | PUBLIC | GENERAL SUPPORT | $20,000 | ||
| NORTHWESTERN UNIVERSITY | |||||||||
| 1845 SHERIDAN ROAD | EVANSTON | IL | 602082110 | N/A | PUBLIC | INNOCENCE PROJECT | $60,000 | ||
| NORTHWESTERN UNIVERSITY | |||||||||
| 375 EAST CHICAGO AVE | CHICAGO | IL | 60611 | N/A | PUBLIC | CENTER ON WRONGFUL CONVICTION | $60,000 | ||
| 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 | $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 | CAPITAL PUNISHMENT PROJECT | $5,000 | |
| HOMEFRONT | |||||||||
| 1880 PRINCETON AVE | LAWRENCEVILLE | NJ | 08648 | N/A | PUBLIC | GENERAL SUPPORT | $5,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 224950 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $262,839 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $7,241 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $270,080 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 270080 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING/TAX PREP FEES | Category |
| Amount | $5,164 | Amount |
| Net Investment Income | 1291 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3873 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | IVY LEWIS | PersonName |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | 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. | Statement |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | PGR STOCK | NameOfStock |
| EOY Book Value | 4006449 | EOYBookValue |
| EOYFMV | 3903922 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| TICKETS | 50 | 50 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENTS TO BASIS | Description |
| Amount | $310 | Amount |