2024-04-12T17:54:54-05:00 2023-12-31 262246506 APERCEN PARTNERS LLC 314 LYTTON AVE PALO ALTO CA 94301 990PF 2023-01-01 201422978 THE IV FUND IVFU 6508047100 340 PALLADIO PARKWAY SUITE 540 FOLSOM CA 95630 IVY B LEWIS PRESIDENT 6508047100 2024-04-11 1 IVY LEWIS 999009999 1 TOM M VAN LOBEN SELS P00447955 6508047100 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 56371033 X 2760756 491148 491148 3191792 8109019 1784743 6443696 2275891 0 0 0 0 0 2494 0 0 2494 22181 4436 0 17745 39330 0 0 39330 2363 0 0 2363 66368 4436 0 61932 2691150 2691150 2757518 4436 0 2753082 3686178 2271455 0 1000 1000 1000 13151335 7143383 7143383 0 9691677 9852080 2944891 2947344 39374570 16097226 19783404 56371033 0 0 X 0 0 0 0 16097226 19783404 16097226 19783404 16097226 19783404 16097226 3686178 0 19783404 0 19783404 PUBLICLY TRADED SECURITIES 8109019 6324276 1784743 1784743 1784743 31573 0 31573 0 31573 11421 0 0 0 11421 0 20152 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 41263369 9618400 0 50881769 0 0 50881769 763227 50118542 2505927 2505927 31573 31573 2474354 0 2474354 0 2474354 2753082 0 2753082 2474354 152562 0 0 2753082 152562 0 0 2474354 126166 0 0 126166 0 0 0 0 0 0 0 126166 126166 IVY B LEWIS X AMERICAN CIVIL LIBERTIES UNION OF OHIO FOUNDATION INC 4506 CHESTER AVE CLEVELAND OH 44103 PC CRIMINAL LAW REFORM; REPRODUCTIVE FREEDOM PROJECT 120000 AMERICAN FOUNDATION FOR SUICIDE PREVENTION 199 WATER ST 11TH FLOOR NEW YORK NY 10038 PC EDUCATION IN MEMORY OF DAKOTA WILLIAM POWELL 54000 AMERICAN GIFT FUND 4550 LINDEN HILL RD SUITE 200 WILMINGTON DE 19808 PC GENERAL SUPPORT 1407050 BARD COLLEGE PO BOX 5000 ANNANDALEONHUDSON NY 12054 PC BARD PRISON INITIATIVE - REENTRY PROGRAMMING 15000 CENTER FOR ALTERNATIVE SENTENCING AND EMPLOYMENT SERVICES INC 151 LAWRENCE ST 3RD FLOOR BROOKLYN NY 11201 PC EDUCATION, CAREER & ENRICHMENT PROGRAMS 10000 CENTURION MINISTRIES 1000 HERRONTOWN RD PRINCETON NJ 08540 PC GENERAL SUPPORT 5400 FIREBIRD COMMUNITY ARTS 2651 W LAKE ST CHICAGO IL 60612 PC PROJECT FIRE 25000 FOUNTAIN HOUSE 425 WEST 47TH ST NEW YORK NY 10036 PC YOUNG ADULTS CONNECTIONS CENTER 5400 GREATER CLEVELAND FOOD BANK INC 13815 COIT RD CLEVELAND OH 44110 PC GENERAL SUPPORT 7500 HEALING COMPANIONS INC 5 SOUTH MAIN ST SUITE 205 OBERLIN OH 44074 PC GENERAL SUPPORT 1800 HOMEFRONT INC 1880 PRINCETON AVE LAWRENCEVILLE NJ 08648 PC GENERAL SUPPORT 20000 IDEASTREAM 1375 EUCLID AVE CLEVELAND OH 44115 PC WCPN 90.3 - NPR CLEVELAND 5400 INJUSTICE WATCH NFP 55 E JACKSON BLVD SUITE 640 CHICAGO IL 60604 PC GENERAL SUPPORT 3600 INSIGHT GARDEN PROGRAM 2081 CENTER ST BERKELEY CA 94704 PC IN-PRISON PROGRAMMING 20000 JEWISH FEDERATION OF CLEVELAND 25701 SCIENCE PARK DR CLEVELAND OH 44122 PC CAMPAIGN FOR JEWISH NEEDS 54000 JEWISH FEDERATION OF CLEVELAND 25701 SCIENCE PARK DR CLEVELAND OH 44122 PC ISRAEL EMERGENCY CAMPAIGN 54000 KIDPOWER OF COLORADO INC 2335 ROBINSON ST COLORADO SPRINGS CO 80904 PC GENERAL SUPPORT 5400 NATURE CENTER AT SHAKER LAKES 2600 SOUTH PARK BLVD CLEVELAND OH 44120 PC GENERAL SUPPORT 1800 NEW ALTERNATIVES FOR CHILDREN INC 825 7TH AVE NEW YORK NY 10019 PC NAC KIDS CAN GALA 2700 NORTHWESTERN UNIVERSITY 633 CLARK ST EVANSTON IL 60208 PC COUNSELING & PSYCHOLOGICAL SERVICES GENERAL FUND 60000 NORTHWESTERN UNIVERSITY 633 CLARK ST EVANSTON IL 60208 PC CENTER ON WRONGFUL CONVICTION 60000 NORTHWESTERN UNIVERSITY 633 CLARK ST EVANSTON IL 60208 PC STUDENT ENRICHMENT SERVICES GIFT FUND 15000 PENLAND SCHOOL OF CRAFT PO BOX 37 PENLAND NC 28765 PC DAKOTA WILLIAM POWELL MEMORIAL SCHOLARSHIP FUND 315000 PLANNED PARENTHOOD OF GREATER OHIO 206 E STATE ST COLUMBUS OH 43215 PC PEER EDUCATION PROGRAM 15000 PRO PUBLICA INC 155 AVENUE OF THE AMERICAS 13TH FLOOR NEW YORK NY 10013 PC GENERAL SUPPORT 10000 THE BAIL PROJECT INC PO BOX 102592 PASADENA CA 91189 PC GENERAL SUPPORT 10000 THE CLEVELAND CLINIC FOUNDATION 6801 BRECKSVILLE RD INDEPENDENCE OH 44131 PC BE THE BOSS OF YOUR OWN STRESS PROGRAM 18000 THE HORTICULTURAL SOCIETY OF NEW YORK 148 WEST 37TH ST 13TH FLOOR NEW YORK NY 10018 PC YOUTH PROGRAMMING 25000 THE INNOCENCE PROJECT INC 40 WORTH ST SUITE 701 NEW YORK NY 10013 PC GENERAL SUPPORT 25000 THE MANAGEMENT CENTER 1720 I ST NW WASHINGTON DC 20006 PC BOOK PROMOTION 25000 THE MANAGEMENT CENTER 1720 I ST NW WASHINGTON DC 20006 PC GENERAL SUPPORT 100000 THE MARSHALL PROJECT INC 156 WEST 56TH ST 3RD FLOOR NEW YORK NY 10019 PC GENERAL SUPPORT 25000 THE MARSHALL PROJECT INC 156 WEST 56TH ST 3RD FLOOR NEW YORK NY 10019 PC CLEVELAND NEWSROOM 50000 THE PEMA CHODRON FOUNDATION PO BOX 770630 STEAMBOAT SPRINGS CO 80477 PC BOOK INITIATIVE PROGRAM 5000 THE TRACE PO BOX 24532 BROOKLYN NY 11202 PC GENERAL SUPPORT 7500 THE TRUST FOR PUBLIC LAND 23 GEARY ST SUITE 1000 SAN FRANCISCO CA 94108 PC COMMUNITY SCHOOL YARD PROJECT IN NEW YORK CITY, NEWARK AND CLEVELAND 50000 TOWN HALL FOUNDATION INC 123 WEST 43RD ST NEW YORK NY 10036 PC STORYTELLER'S LAB PROGRAM 10000 TRUSTEES OF PRINCETON UNIVERSITY 701 CARNEGIE CENTER SUITE 445 PRINCETON NJ 08540 PC CREATIVE AND PERFORMING ARTS COURSE 35000 TRUSTEES OF PRINCETON UNIVERSITY 701 CARNEGIE CENTER SUITE 445 PRINCETON NJ 08540 PC PRINCETON UNIVERSITY ART MUSEUM 7200 WHYY INC 150 NORTH SIXTH ST PHILADELPHIA PA 19106 PC GENERAL SUPPORT 5400 2691150 0 14 491148 18 3191792 0 3682940 0 3682940 0 0 0 0 0 0 0 0 0 0 X X 1 PBL CHARITABLE LEAD ANNUITY TRUST 340 PALLADIO PARKWAY SUITE 540 FOLSOM CA 95630 2755756 X 2 TDL CHARITABLE LEAD ANNUITY TRUST 340 PALLADIO PARKWAY SUITE 540 FOLSOM CA 95630 5000 X ACCOUNTING FEES 22181 4436 0 17745 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. PROGRESSIVE CORP 2858376 39297562 VIRTUS ALLIANZ WATER FUND 88968 77008 9691677 9852080 0 0 LEGAL FEES 2494 0 0 2494 LICENSES AND FEES 200 0 0 200 EDUCATION AND LEARNING 1998 0 0 1998 MISCELLANEOUS 165 0 0 165 CONSULTING FEES 39330 0 0 39330