2026-05-01T11:43:20-05:00 2025-12-31 262246506 APERCEN PARTNERS LLC 314 LYTTON AVE PALO ALTO CA 94301 990PF 2025-01-01 201422978 THE IV FUND IVFU 6508047100 340 PALLADIO PARKWAY SUITE 540 FOLSOM CA 95630 IVY B LEWIS PRESIDENT 6508047100 2026-05-01 1 TOM M VAN LOBEN SELS P00447955 6508047100 2025 2025-03-06 01:10:19Z X 69209619 X 210000 1689413 1689413 294074 17008940 294074 2193487 1983487 0 0 0 0 0 27395 5479 0 21916 61177 0 0 61177 29000 0 0 0 5262 0 0 5262 550 0 0 550 123384 5479 0 88905 4078550 4078550 4201934 5479 0 4167455 -2008447 1978008 0 1000 1000 1000 7142570 6972172 6972172 8792900 5945152 5975460 2953210 2962909 55204904 0 1000000 1019375 0 0 36708 18889680 16881233 69209619 0 0 X 0 0 0 0 18889680 16881233 18889680 16881233 18889680 16881233 18889680 -2008447 0 16881233 0 16881233 PUBLICLY TRADED SECURITIES 17008940 16714866 294074 294074 294074 27494 0 27494 0 27494 29616 0 0 0 29616 X 0 2122 2122 0 0 0 0 0 0 0 0 0 0 0 1 1 OH 0 0 0 0 1 1 THEIVFUND.ORG APERCEN PARTNERS LLC 6508047100 340 PALLADIO PARKWAY SUITE 540 FOLSOM CA 95630 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 IVY B LEWIS 340 PALLADIO PARKWAY SUITE 540 FOLSOM CA 95630 PRESIDENT/DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 68274335 9751903 36708 78062946 0 0 78062946 1170944 76892002 3844600 3844600 27494 27494 3817106 0 3817106 0 3817106 4167455 0 4167455 3817106 343764 0 0 4167455 343764 0 0 3817106 6585 0 0 6585 0 0 0 0 0 0 0 6585 6585 IVY B LEWIS X AMERICAN CIVIL LIBERTIES UNION OF OHIO FOUNDATION INC 4506 CHESTER AVE CLEVELAND OH 44103 PC CRIMINAL LAW REFORM PROJECT; REPRODUCTIVE FREEDOM PROJECT & LGBTQ+ RIGHTS 250000 AMERICAN FOUNDATION FOR SUICIDE PREVENTION 199 WATER ST 11TH FL NEW YORK NY 10038 PC GENERAL OPERATIONS 25000 AMERICAN GIFT FUND 4550 NEW LINDEN HILL RD STE 200 WILMINGTON DE 19808 PC GENERAL SUPPORT 830000 ASPEN COMMUNITY FOUNDATION 455 GOLD RIVERS CT STE 515 BASALT CO 81621 PC TEEN GIVING CIRCLE FUND 1000 BARD COLLEGE PO BOX 5000 ANNANDALEONHUDSON NY 12504 PC BARD PRISON INITIATIVE 35000 BELLEFAIRE JEWISH CHILDREN'S BUREAU 22001 FAIRMOUNT BLVD SHAKER HEIGHTS OH 44118 PC TEAM ALLIANCE 10000 CENTER FOR ALTERNATIVE SENTENCING AND EMPLOYMENT SERVICES INC 151 LAWRENCE ST 3RD FL BROOKLYN NY 11201 PC EDUCATION, CAREER & ENRICHMENT PROGRAMS 10000 CENTURION MINISTRIES 1000 HERRONTOWN RD PRINCETON NJ 08540 PC POST-RELEASE SUPPORT SERVICES 10000 FIREBIRD COMMUNITY ARTS 2651 W LAKE ST CHICAGO IL 60612 PC PROJECT FIRE 50000 FIREBIRD COMMUNITY ARTS 2651 W LAKE ST CHICAGO IL 60612 PC BUILDING CONSTRUCTION PROJECT 650000 FOUNTAIN HOUSE INC 425 WEST 47TH ST NEW YORK NY 10036 PC FOUNTAIN HOUSE FARM 50000 FOUNTAIN HOUSE INC 425 WEST 47TH ST NEW YORK NY 10036 PC GENERAL SUPPORT 75000 FREEDOM READS 2666 STATE ST STE 5A HAMDEN CT 06517 PC GENERAL OPERATIONS 25000 GREATER CLEVELAND FOOD BANK INC 13815 COIT RD CLEVELAND OH 44110 PC COMMUNITY RESOURCE CENTER 30000 GREATER CLEVELAND FOOD BANK INC 13815 COIT RD CLEVELAND OH 44110 PC GENERAL OPERATIONS 15000 HEALING COMPANIONS INC 5 SOUTH MAIN ST STE 205 OBERLIN OH 44074 PC GENERAL OPERATIONS 450 HOMEFRONT INC 1880 PRINCETON AVE LAWRENCEVILLE NJ 08648 PC GENERAL OPERATIONS 25000 HOMEFRONT INC 1880 PRINCETON AVE LAWRENCEVILLE NJ 08648 PC GENERAL OPERATIONS 15000 HOSPICE OF THE WESTERN RESERVE INC 17876 ST CLAIR AVE CLEVELAND OH 44110 PC GRIEF SERVICES SUMMER CAMPS 5400 IDEASTREAM 1375 EUCLID AVE CLEVELAND OH 44115 PC GENERAL OPERATIONS 25000 INJUSTICE WATCH NFP 140 S DEARBORN ST STE 720 CHICAGO IL 60603 PC GENERAL OPERATIONS 3600 JEWISH FEDERATION OF CLEVELAND 25701 SCIENCE PARK DR CLEVELAND OH 44122 PC COMBATING ANTI-SEMITISM IN CLEVELAND INITIATIVE 200000 JEWISH FEDERATION OF CLEVELAND 25701 SCIENCE PARK DR CLEVELAND OH 44122 PC ISRAEL EMERGENCY CAMPAIGN 250000 KIDPOWER OF COLORADO INC 2335 ROBINSON ST COLORADO SPRINGS CO 80904 PC GENERAL OPERATIONS 5400 LAND TOGETHER 2081 CENTER ST BERKELEY CA 94704 PC IN-PRISON PROGRAMMING 35000 MCCARTER THEATER COMPANY 91 UNIVERSITY PL PRINCETON NJ 08540 PC GENERAL OPERATIONS 5400 NASSAU COOPERATIVE NURSERY SCHOOL 33 MERCER ST PRINCETON NJ 08540 PC GENERAL OPERATIONS 2500 NORTHWESTERN UNIVERSITY 633 CLARK ST EVANSTON IL 60208 PC PRESIDENT'S FUND 50000 NORTHWESTERN UNIVERSITY 633 CLARK ST EVANSTON IL 60208 PC CENTER ON WRONGFUL CONVICTIONS 60000 NORTHWESTERN UNIVERSITY 633 CLARK ST EVANSTON IL 60208 PC POSITIVE EMOTION & HEALTH RESEARCH FUND 140000 NORTHWESTERN UNIVERSITY 633 CLARK ST EVANSTON IL 60208 PC STUDENT ENRICHMENT SERVICES GIFT FUND 25000 PLANNED PARENTHOOD OF GREATER OHIO PO BOX 933233 CLEVELAND OH 44193 PC PEER EDUCATION PROGRAM & GENERAL OPERATIONS 80000 PRINCETON DAY SCHOOL INC PO BOX 75 PRINCETON NJ 08542 PC ANNUAL CAMPAIGN 5400 PRINCETON MONTESSORI SOCIETY 487 CHERRY VALLEY RD PRINCETON NJ 08540 PC GENERAL OPERATIONS 800 PROPUBLICA INC 155 AVENUE OF THE AMERICAS 13TH FL NEW YORK NY 10013 PC MENTAL HEALTH BEAT 150000 PULITZER CENTER ON CRISIS REPORTING 2000 PENNSYLVANIA AVE NW STE 7000-081 WASHINGTON DC 20006 PC MENTAL WELL-BEING IN THE US FELLOWSHIP 300000 SAN FRANCISCO STUDY CENTER INC 1663 MISSION ST STE 310 SAN FRANCISCO CA 94103 PC MINDSITE NEWS 35000 THE BAIL PROJECT INC PO BOX 102592 PASADENA CA 91189 PC COMMUNITY SUPPORT SPECIALISTS 10000 THE CLEVELAND CLINIC FOUNDATION 6801 BRECKSVILLE RD RK1-85 INDEPENDENCE OH 44131 PC PEDIATRIC ART & MUSIC THERAPY 48695 THE CLEVELAND CLINIC FOUNDATION 6801 BRECKSVILLE RD RK1-85 INDEPENDENCE OH 44131 PC CHILD LIFE FUND 48695 THE CLEVELAND CLINIC FOUNDATION 6801 BRECKSVILLE RD RK1-85 INDEPENDENCE OH 44131 PC BE THE BOSS OF YOUR STRESS 50000 THE CLEVELAND CLINIC FOUNDATION 6801 BRECKSVILLE RD RK1-85 INDEPENDENCE OH 44131 PC SCHOOL BASED HEALTH 26010 THE FRIENDS AND FOUNDATION OF THE PRINCETON PUBLIC LIBRARY INC 65 WITHERSPOON ST PRINCETON NJ 08542 SO I GENERAL OPERATIONS 5400 THE HORTICULTURAL SOCIETY OF NEW YORK 148 WEST 37TH ST 13TH FL NEW YORK NY 10018 PC EDUCATION CENTER 25000 THE INNOCENCE PROJECT INC 40 WORTH ST STE 701 NEW YORK NY 10013 PC THE SOCIAL WORK TEAM 75000 THE MARSHALL PROJECT INC 156 W 56TH ST STE 701 NEW YORK NY 10019 PC NEWS INSIDE 50000 THE MARSHALL PROJECT INC 156 W 56TH ST STE 701 NEW YORK NY 10019 PC THE CLEVELAND NEWSROOM 50000 THE PEMA CHODRON FOUNDATION PO BOX 770630 STEAMBOAT SPRINGS CO 80477 PC BOOK INITIATIVE 5400 THE TRUST FOR PUBLIC LAND 23 GEARY ST STE 1000 SAN FRANCISCO CA 94108 PC COMMUNITY SCHOOLYARDS NJ AND OH; MASTERY HIGH SCHOOL COMMUNITY SCHOOLYARD 75000 THE WATERSHED INSTITUTE INC 31 TITUS MILL RD PENNINGTON NJ 08534 PC GENERAL OPERATIONS 5400 TOWN HALL FOUNDATION INC 123 WEST 43RD ST NEW YORK NY 10036 PC CIVIC DISCOURSE ON MENTAL WELL-BEING 10000 TRACE MEDIA INC 435 MERCHANT WALK SQ STE 300-74 CHARLOTTESVILLE VA 22902 PC GENERAL OPERATIONS 3600 TRUSTEES OF PRINCETON UNIVERSITY 701 CARNEGIE CENTER STE 445 PRINCETON NJ 08540 PC ART MUSEUM - CREATIVITY LABS 25000 TRUSTEES OF PRINCETON UNIVERSITY 701 CARNEGIE CENTER STE 445 PRINCETON NJ 08540 PC INDEPENDENT STUDENT PROJECTS ADDRESSING MENTAL WELL-BEING 50000 UNITED JEWISH FEDERATION OF PRINCETON MERCER BUCKS INC 213 CARNEGIE CENTER BOX 2157 PRINCETON NJ 08543 PC COMBATING ANTI-SEMITISM 5400 WHYY INC 150 NORTH SIXTH ST PHILADELPHIA PA 19106 PC GENERAL OPERATIONS 25000 4078550 PROPUBLICA INC 155 AVENUE OF THE AMERICAS 13TH FL NEW YORK NY 10013 PC MENTAL HEALTH BEAT 150000 SAN FRANCISCO STUDY CENTER INC 1663 MISSION ST STE 310 SAN FRANCISCO CA 94103 PC MINDSITE NEWS 70000 THE CLEVELAND CLINIC FOUNDATION 6801 BRECKSVILLE RD RK1-85 INDEPENDENCE OH 44131 PC PEDIATRIC ART & MUSIC THERAPY 194780 THE CLEVELAND CLINIC FOUNDATION 6801 BRECKSVILLE RD RK1-85 INDEPENDENCE OH 44131 PC CHILD LIFE FUND 194780 THE CLEVELAND CLINIC FOUNDATION 6801 BRECKSVILLE RD RK1-85 INDEPENDENCE OH 44131 PC BE THE BOSS OF YOUR STRESS 200000 THE CLEVELAND CLINIC FOUNDATION 6801 BRECKSVILLE RD RK1-85 INDEPENDENCE OH 44131 PC SCHOOL BASED HEALTH 104040 THE INNOCENCE PROJECT INC 40 WORTH ST STE 701 NEW YORK NY 10013 PC THE SOCIAL WORK TEAM 150000 THE MARSHALL PROJECT INC 156 W 56TH ST STE 701 NEW YORK NY 10019 PC NEWS INSIDE 100000 THE MARSHALL PROJECT INC 156 W 56TH ST STE 701 NEW YORK NY 10019 PC THE CLEVELAND NEWSROOM 100000 1263600 14 1689413 18 294074 0 1983487 0 1983487 0 0 0 0 0 0 0 0 0 0 X X 1 TDL CHARITABLE LEAD ANNUITY TRUST 340 PALLADIO PARKWAY SUITE 540 FOLSOM CA 95630 210000 X ACCOUNTING FEES 27395 5479 0 21916 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. ROYAL BANK OF CANADA 500000 510165 JPMORGAN CHASE & CO 500000 509210 PROGRESSIVE CORP 2858376 55113933 VIRTUS ALLIANZ WATER FUND 104533 90971 5945152 5975460 0 0 ACCRUED INTEREST FMV 0 36708 LICENSES AND FEES 200 0 0 200 MISCELLANEOUS 350 0 0 350 CONSULTING FEES 61177 0 0 61177 EXCISE TAX 29000 0 0 0