THE IV FUND: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- THE IV FUND (EIN 20-1422978)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-15
- IRS object ID
- 201241369349100544
- Schema version
- 2011v1.2
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T09:08:28-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLARES & COMPANY PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 SOUTH DIXIE HIGHWAY SUITE 201 | AddressLine1 |
| City | CORAL GABLES | City |
| State | FL | State |
| ZIP Code | 33146 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | 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 | 3056629649 | 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 LEWIS | Name |
| Title | DIRECTOR/PRESIDENT | Title |
| Phone | 3056629649 | Phone |
| Date Signed | 2012-05-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARIA R MILLARES CPA | Name |
| Phone | 3056629649 | Phone |
| Date Prepared | 2012-05-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 3909737 | 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 | 76594 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 76594 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2045 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 21464 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 21462 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 78639 | TotalRevenueAndExpenses |
| Total Net Investment Income | 98056 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 4867 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1217 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3650 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 250 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 250 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5117 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1217 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 3900 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 199950 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 199950 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 205067 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1217 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 203850 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -126428 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 96839 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 294492 | CashBOY |
| Cash EOY | 182937 | CashEOY |
| Cash EOYFMV | 182937 | CashEOYFMV |
| Investments Corp Stock BOY | 4155792 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4136374 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3726800 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 4450284 | TotalAssetsBOY |
| Total Assets EOY | 4319311 | TotalAssetsEOY |
| Total Assets EOYFMV | 3909737 | 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 | 20292 | RetainedEarningsBOY |
| Retained Earnings EOY | -110681 | RetainedEarningsEOY |
| Total Net Assets BOY | 4450284 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4319311 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4450284 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4319311 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4450284 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -126428 | ExcessOfRevenueOverExpenses |
| Subtotal | 4323856 | Subtotal |
| Other Decreases | 4545 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4319311 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PGR SHARES (1000) | DescriptionOfAsset |
| How Acquired | D | HowAcquired |
| Date Acquired | 2004-08-20 | DateAcquired |
| Date Sold | 2011-04-11 | DateSold |
| Gross Sales Price | 21464 | GrossSalesPrice |
| Cost Or Other Basis | 2 | CostOrOtherBasis |
| Gain Or Loss | 21462 | GainOrLoss |
| Gains Minus Excess Or Losses | 21462 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 21462 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 196506 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3929210 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.050012 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 156200 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3250166 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.048059 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 98883 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3833334 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.025796 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 185946 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4430461 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.041970 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 293127 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4976308 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.058905 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.224742 | TotalDistributionRatio |
| Average Distribution Ratio | 0.044948 | AverageDistributionRatio |
| Net Noncharitable Assets | 4125759 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 185445 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 968 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 186413 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 203850 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 968 | InvestmentIncomeExciseTax |
| Subtotal | 968 | Subtotal |
| Tax Based On Investment Income | 968 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2644 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2644 | TotalCreditsAndPayments |
| Overpayment | 1676 | Overpayment |
| Amount Credited To Next Year | 1676 | AmountCreditedToNextYear |
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 | true | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLARES & COMPANY PA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3056629649 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 SOUTH DIXIE HWY STE 201 | AddressLine1 |
| City | CORAL GABLES | City |
| State | FL | State |
| ZIP Code | 33146 | ZIPCode |
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 |
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 | DIRECTOR/PRE | 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 | 3841020 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 347568 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4188588 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 4188588 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 62829 | CashDeemedCharitable |
| Net Noncharitable Assets | 4125759 | NetNoncharitableAssets |
| Minimum Investment Return | 206288 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 206288 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 968 | TaxBasedOnInvestmentIncome |
| Total Tax | 968 | TotalTax |
| Distributable Amount Before Adj | 205320 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 205320 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 205320 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 203850 | ExpensesAndContributions |
| Qualifying Distributions | 203850 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 968 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 202882 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 205320 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year1 | 4849 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 4849 | TotalExcessDistriCarryover |
| Qualifying Distributions | 203850 | QualifyingDistributions |
| Applied To Current Year | 203850 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 1470 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 1470 | ExcessDistriCyovAppliedCY |
| Total Corpus | 3379 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 3379 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 3379 | ExcessFromYear1 |
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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|---|
| FOUNTAIN HOUSE | |||||||||
| 425 WEST 47TH | NEW YORK | NY | 10036 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 | ||
| NAC | |||||||||
| 37 WEST 26 STREET | NEW YORK | NY | 10010 | N/A | PUBLIC | GENERAL SUPPORT | $2,500 | ||
| PRINCETON UNIVERSITY | |||||||||
| PO BOX 5357 | PRINCETON | NJ | 08543 | N/A | PUBLIC | ART MUSEUM | $450 | ||
| THE CLEVELAND FOUNDATION | |||||||||
| 1422 EUCLID AVE | CLEVELAND | OH | 44115 | N/A | PUBLIC | JON LEWIS FUND | $10,000 | SUITE 1300 | |
| YES INSTITUTE | |||||||||
| 5275 SUNSET DRIVE | MIAMI | FL | 33143 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 | ||
| PRINCETON HEALTHCARE SYSTEM | |||||||||
| 3626 US HWY 1 | PRINCETON | NJ | 08540 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 | FOUNDATION | |
| ANSWER-CENTER FOR APPLIED | |||||||||
| 41 GORDON RD STE C | PISCATAWAY | NJ | 08854 | N/A | PUBLIC | GENERAL SUPPORT | $500 | PSYCHOLOGY | |
| WHYY | |||||||||
| INDEPENDENCE MALL WEST | PHILADELPHIA | PA | 19106 | N/A | PUBLIC | GENERAL SUPPORT | $500 | 150 NO SIXTH ST | |
| TASK | |||||||||
| 72 1/2 ESCHER ST | TRENTON | NJ | 08605 | N/A | PUBLIC | ENDOWMENT FUND | $1,000 | PO 872 | |
| SLOW MONEY SOIL TRUST | |||||||||
| 320 WASHINGTON ST 4TH FL | BROOKLINE | MA | 02445 | N/A | PUBLIC | GENERAL SUPPORT | $12,500 | ||
| ANSWERRU FOUNDATION | |||||||||
| PO BOX 5062 | NEW BRUNSWICK | NJ | 08903 | N/A | PUBLIC | GENERAL SUPPORT | $500 | ||
| PERFORMA | |||||||||
| 100 WEST 23RD ST 5TH FL | NEW YORK | NY | 10011 | N/A | PUBLIC | GENERAL SUPPORT | $2,500 | ||
| NU MEDILL SCHOOL OF JOURNALISM | |||||||||
| 1845 SHERIDAN RD | EVANSTON | IL | 60208 | N/A | PUBLIC | INNOCENCE PROJECT | $50,000 | ||
| ISLES INC | |||||||||
| 10 WOOD ST | TRENTON | NJ | 08618 | N/A | PUBLIC | GENERAL SUPPORT | $20,000 | ||
| CENTURION MINISTRIES | |||||||||
| 221 WITHERSPOON STREET | PRINCETON | NJ | 08542 | N/A | PUBLIC | GENERAL SUPPORT | $25,000 | ||
| NORTHWESTERN UNIVERSITY | |||||||||
| 375 EAST CHICAGO AVE | CHICAGO | IL | 60611 | N/A | PUBLIC | CENTER ON WRONGFUL CONVICTION | $40,000 | ||
| COLORADO COLLEGE | |||||||||
| 14 E CACHE LA POUDRE ST | COLORADO SPRINGS | CO | 80903 | N/A | PUBLIC | ANNUAL FUND | $2,500 | ||
| INNOCENCE PROJECT | |||||||||
| 40 WORTH ST STE 701 | NEW YORK | NY | 10013 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 | ||
| PRINCETON UNIVERSITY | |||||||||
| BOX 5357 | PRINCETON | NJ | 08543 | N/A | PUBLIC | PARENTS FUND | $5,000 | ||
| SLOW MONEY | |||||||||
| 320 WASHINGTON ST | BROOKLINE | MA | 02445 | N/A | PUBLIC | GENERAL SUPPORT | $2,500 | 4TH FLOOR | |
| FEEDING SOUTH FLORIDA | |||||||||
| 5850 NORTHWEST 32ND AVE | MIAMI | FL | 33142 | N/A | PUBLIC | GENERAL SUPPORT | $2,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 199950 | 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 | $76,594 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $2,045 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $78,639 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 78639 | 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 FEES | Category |
| Amount | $4,867 | Amount |
| Net Investment Income | 1217 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3650 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | IVY LEWIS | PersonName |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SHARES OF PROGRESSIVE STOCK | NameOfStock |
| EOY Book Value | 4136374 | EOYBookValue |
| EOYFMV | 3726800 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INCOME TAXES PAID | Description |
| Amount | $4,545 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| EXPENSES | ||
| OHIO REGISTRATION FEES | 200 | 200 |
| TICKETS | 50 | 50 |