THE IV FUND: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE IV FUND (EIN 20-1422978)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-13
- IRS object ID
- 201101339349100435
- Schema version
- 2010v3.2
- 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 Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T13:30:28-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | 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 | 2011-04-21 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARIA R MILLARES | Name |
| Phone | 3056629649 | Phone |
| Date Prepared | 2011-05-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 4109929 | 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 | 223340 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 223340 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2882 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 41720 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 41706 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 226222 | TotalRevenueAndExpenses |
| Total Net Investment Income | 265046 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2200 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 550 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1650 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 425 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 75 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 350 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2625 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 625 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2000 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 197150 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 197150 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 199775 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 625 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 199150 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 26447 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 264421 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 229207 | CashBOY |
| Cash EOY | 294492 | CashEOY |
| Cash EOYFMV | 294492 | CashEOYFMV |
| Investments Corp Stock BOY | 4194630 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4155792 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3815437 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 4423837 | TotalAssetsBOY |
| Total Assets EOY | 4450284 | TotalAssetsEOY |
| Total Assets EOYFMV | 4109929 | 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 | -6155 | RetainedEarningsBOY |
| Retained Earnings EOY | 20292 | RetainedEarningsEOY |
| Total Net Assets BOY | 4423837 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4450284 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4423837 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4450284 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4423837 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 26447 | ExcessOfRevenueOverExpenses |
| Subtotal | 4450284 | Subtotal |
| Total Net Assets Fund Balances EOY | 4450284 | 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 |
|---|---|---|---|---|---|---|---|
| 1000 SHARES OF PGR STOCK | D | 2004-08-20 | 2010-12-07 | 20755 | 7 | 20748 | 20748 |
| 1000 SHARES OF PGR STOCK | D | 2004-08-20 | 2010-12-10 | 20965 | 7 | 20958 | 20958 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 41706 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 156200 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3250166 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048059 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 98883 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3833334 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.025796 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 185946 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4430461 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.041970 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 293127 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4976308 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.058905 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 358385 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 5452448 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.065729 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.240459 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048092 | AverageDistributionRatio |
| Net Noncharitable Assets | 3929210 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 188964 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2644 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 191608 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 199150 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2644 | InvestmentIncomeExciseTax |
| Subtotal | 2644 | Subtotal |
| Tax Based On Investment Income | 2644 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 743 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 743 | TotalCreditsAndPayments |
| Tax Due | 1901 | TaxDue |
| Amount Credited To Next Year | 0 | 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 | 3748751 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 240295 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3989046 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 3989046 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 59836 | CashDeemedCharitable |
| Net Noncharitable Assets | 3929210 | NetNoncharitableAssets |
| Minimum Investment Return | 196461 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 196461 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2644 | TaxBasedOnInvestmentIncome |
| Total Tax | 2644 | TotalTax |
| Distributable Amount Before Adj | 193817 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 193817 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 193817 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 199150 | ExpensesAndContributions |
| Qualifying Distributions | 199150 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2644 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 196506 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 193817 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 484 | UndistributedIncomePriorYear |
| Qualifying Distributions | 199150 | QualifyingDistributions |
| Applied To Year1 | 484 | AppliedToYear1 |
| Applied To Current Year | 193817 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 4849 | RemainingDistriFromCorpus |
| Total Corpus | 4849 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 4849 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 4849 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| BLUE SKY FUND | |||||||||
| PO BOX 8108 | RICHMOND | VA | 23223 | N/A | PUBLIC | GENERAL SUPPORT | $500 | ||
| CENTURION MINISTRIES | |||||||||
| 221 WITHERSPOON STREET | PRINCETON | NJ | 08542 | N/A | PUBLIC | GENERAL SUPPORT | $30,000 | ||
| FOUNTAIN HOUSE | |||||||||
| 425 WEST 47TH | NEW YORK | NY | 10036 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 | ||
| COMMON DREAMSORG | |||||||||
| PO BOX 443 | PORTLAND | ME | 04101 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 | ||
| NAC | |||||||||
| 37 WEST 26 STREET | NEW YORK | NY | 10010 | N/A | PUBLIC | SUMMER CAMP FUND | $500 | ||
| THE LAWRENCEVILLE SCHOOL | |||||||||
| PO BOX 6008 | LAWRENCEVILLE | NJ | 08648 | N/A | PUBLIC | THE LAWRENCEVILLE FUND | $2,000 | ||
| NORTHWESTERN UNIVERSITY | |||||||||
| 2020 RIDGE AVENUE | EVANSTON | IL | 60208 | N/A | PUBLIC | LEGAL CLINIC CAMPAIGN | $1,000 | ||
| THE CENTER FOR PUBLIC | |||||||||
| 910 17TH STREET NW | WASHINGTON | DC | 20006 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 | INTEGRITY | 7TH FLOOR |
| YES INSTITUTE | |||||||||
| 5275 SUNSET DRIVE | MIAMI | FL | 33143 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 | ||
| THE PERIWIG CLUB | |||||||||
| PO BOX 6008 | LAWRENCEVILLE | NJ | 08648 | N/A | PUBLIC | GENERAL SUPPORT | $1,000 | ||
| NORTHWESTERN UNIVERSITY | |||||||||
| 2020 RIDGE AVENUE | EVANSTON | IL | 60208 | N/A | PUBLIC | CENTER ON WRONGFUL CONVICTION | $25,000 | ||
| NORTHWESTERN UNIVERSITY | |||||||||
| 2020 RIDGE AVENUE | EVANSTON | IL | 60208 | N/A | PUBLIC | INVESTIGATIVE JOURNALISM FUND | $25,000 | ||
| INTERNATIONAL PARTNERS | |||||||||
| 1320 FENWICK LANE STE 400 | SILVER SPRING | MD | 20910 | N/A | PUBLIC | CASSIE STERN CTR FOR ALT. AGRICULTUR | $5,000 | SUITE 400 | |
| NAC | |||||||||
| 37 WEST 26 STREET | NEW YORK | NY | 10010 | N/A | PUBLIC | SUPPORT OF ANNUAL BENEFIT GALA | $500 | ||
| RUTGERS UNIVERSITY | |||||||||
| 7 COLLEG AVENUE | NEW BRUNSWICK | NJ | 08901 | N/A | PUBLIC | ANSWER FUND | $500 | FOUNDATION | WINANTS HALL |
| BELLEFAIRE JCB | |||||||||
| 22001 FAIRMONT BOULEVARD | SHAKER HEIGHTS | OH | 44118 | N/A | PUBLIC | SUPPORT OF THE BELLEFAIRE | $1,800 | ||
| PROSPECT NEW ORLEANS | |||||||||
| 135 GRAND STREET | NEW YORK | NY | 10013 | N/A | PUBLIC | GENERAL SUPPORT | $2,350 | 4TH FL | |
| PRINCETON UNIVERSITY | |||||||||
| 330 ALEXANDER STREET | PRINCETON | NJ | 08540 | N/A | PUBLIC | ASPIRE CAMPAIGN | $2,500 | ||
| COLORADO COLLEGE | |||||||||
| 14 E CACHE LA POUDRE ST | COLORADO SPRINGS | CO | 80903 | N/A | PUBLIC | ANNUAL FUND | $2,500 | ||
| THE LAWRENCEVILLE SCHOOL | |||||||||
| PO BOX 6008 | LAWRENCEVILLE | NJ | 08648 | N/A | PUBLIC | DIRECTOR OF DANCE ENDOWED FUND | $25,000 | ||
| ISLES | |||||||||
| 10 WOOD STREET | TRENTON | NJ | 08618 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 | ||
| SLOW MONEY | |||||||||
| 320 WASHINGTON ST | BROOKLINE | MA | 02445 | N/A | PUBLIC | GENERAL SUPPORT | $18,000 | 4TH FLOOR | |
| INNOCENCE PROJECT | |||||||||
| 100 FIFTH AVENUE | NEW YORK | NY | 10011 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 | 3RD FLOOR | |
| PROPUBLICA | |||||||||
| ONE EXCHANGE PLAZA | NEW YORK | NY | 10006 | N/A | PUBLIC | GENERAL SUPPORT | $20,000 | 23RD FLOOR | |
| ACLU | |||||||||
| 125 BROAD STREET | NEW YORK | NY | 10004 | N/A | PUBLIC | GENERAL SUPPORT | $10,000 | 18TH FLOOR | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 197150 | 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 | $223,340 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $2,882 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $226,222 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 226222 | 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 | $2,200 | Amount |
| Net Investment Income | 550 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1650 | 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 | 4155792 | EOYBookValue |
| EOYFMV | 3815437 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| EXPENSES | |||
| OHIO REGISTRATION FEES | 200 | 200 | |
| BANK FEES | 75 | 75 | |
| TICKETS | 150 | 150 |