BEN AND CATHERINE IVY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BEN AND CATHERINE IVY FOUNDATION (EIN 27-3322123)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-12
- IRS object ID
- 202511329349101271
- Schema version
- 2024v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Contractor Compensation Expln
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T08:03:58-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 813634774 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Poulsen & Stowell PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7536 E Angus Drive | AddressLine1Txt |
| City | Scottsdale | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85251 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273322123 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEN AND CATHERINE IVY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENA | BusinessNameControlTxt |
| Phone | 4806599621 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720 N SCOTTSDALE ROAD 110 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE E IVY | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRYAN STOWELL | PreparerPersonNm |
| PTIN | P01227251 | PTIN |
| Phone | 4809460505 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $359,814,131 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $10,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $304,801 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $302,301 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,644,145 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,644,145 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,644,145 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,742,081 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $31,555,486 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,742,081 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $307,105 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $307,105 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $23,008,132 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,995,632 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,644,145 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $422,128 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $422,128 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,304 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $16,304 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $105,694 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $250 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $105,444 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,988 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $16,988 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $721,534 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $428,496 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $293,038 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $436,239 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $266,239 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $2,359 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $65,529 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $65,529 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,393 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,393 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,403 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $3,403 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $167,877 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,551 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $161,326 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,973,448 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $701,536 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,099,553 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,356,768 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,356,768 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,330,216 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $701,536 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,456,321 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,677,916 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,294,096 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,644,145 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,034,436 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,547,426 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,547,426 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $55,455 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $55,455 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $50,314 | USGovtObligationsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,296,477 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $2,296,477 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $2,296,477 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,296,477 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $284,879,042 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $286,881,123 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $346,910,781 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $107,279 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $101,349 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,289 | LandBOYAmt |
| Land EOY | $5,930 | LandEOYAmt |
| Land EOYFMV | $5,930 | LandEOYFMVAmt |
| Other Assets BOY | $3,203 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,204 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,203 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $293,276,902 | TotalAssetsBOYAmt |
| Total Assets EOY | $299,789,615 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $359,814,131 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $11,652 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $13,071 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $11,652 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,071 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $293,265,250 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $299,776,544 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $293,265,250 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $299,776,544 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $293,276,902 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $299,789,615 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $293,265,250 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,677,916 | ExcessRevenueOverExpensesAmt |
| Subtotal | $299,943,166 | SubtotalAmt |
| Other Decreases | $166,622 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $299,776,544 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 22603.956 AMCAP FUND A | P | 2006-12-31 | 2024-09-19 | $999,999 | $729,709 | $270,290 | $270,290 |
| 27862.914 AMERICAN BALANCED FUND | P | 2006-12-31 | 2024-09-13 | $1,000,000 | $779,888 | $220,112 | $220,112 |
| 27693.132 AMERICAN BALANCED FUND | P | 2006-12-31 | 2024-09-19 | $999,999 | $775,136 | $224,863 | $224,863 |
| 44669.446 CAPITAL WORLD GROWTH & INCOME FUND A | P | 2006-12-31 | 2024-09-13 | $3,000,000 | $2,162,573 | $837,427 | $837,427 |
| 14699.383 CAPITAL WORLD GROWTH & INCOME FUND A | P | 2006-12-31 | 2024-09-19 | $999,999 | $711,638 | $288,361 | $288,361 |
| 13651.877 CAPITAL INCOME BUILDER A | P | 2006-12-31 | 2024-09-13 | $1,000,000 | $839,374 | $160,626 | $160,626 |
| 38895.371 INCOME FUND OF AMERICA | P | 2006-12-31 | 2024-09-13 | $1,000,000 | $841,255 | $158,745 | $158,745 |
| 384712.578 INTERMEDIATE BOND FUND | P | 2006-12-31 | 2024-01-31 | $4,800,000 | $5,278,847 | -$478,847 | -$478,847 |
| 13042.699 VNGRD SHORT TERM BD EFT | P | 2020-02-26 | 2024-06-13 | $999,972 | $1,064,011 | -$64,039 | -$64,039 |
| 9665 VNGRD SHORT TERM BD EFT | P | 2020-02-26 | 2024-11-27 | $750,000 | $788,471 | -$38,471 | -$38,471 |
| 12933.264 VNGRD SHRT TRM CORP ETF | P | 2020-02-26 | 2024-06-14 | $999,972 | $1,059,221 | -$59,249 | -$59,249 |
| 9564 VNGRD SHRT TRM CORP ETF | P | 2020-02-26 | 2024-11-27 | $750,183 | $783,282 | -$33,099 | -$33,099 |
| Capital Gain Dividends | $14,255,362 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,742,081 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $309,888 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $309,888 | SubtotalAmt |
| Tax Based On Investment Income | $309,888 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $86,296 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $275,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $361,296 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $51,408 | OverpaymentAmt |
| Applied To ES Tax | $51,408 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AZ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.IVYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CATHERINE E IVY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4806599621 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720 N SCOTTSDALE ROAD 110 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| CATHERINE E IVY | |||||||
| 6720 N SCOTTSDALE ROAD 110 | SCOTTSDALE | AZ | 85253 | President | 60.00 | $403,495 | $18,633 |
| MEGAN EDWARDS | |||||||
| 235 W MAIN ST | LOS GATOS | CA | 95030 | Treasurer | 1.00 | $0 | |
| STEPHANIE MCRAE ESQ | |||||||
| 445 N 5TH ST STE 600 | PHOENIX | AZ | 85004 | Secretary | 1.00 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GREENWICH MANAGEMENT | |||||
| 6720 N SCOTTSDALE RD 110 | SCOTTSDALE | AZ | 85253 | INVESTMENT CONSULTING | $428,496 |
| FENNEMORE CRAIG PC | |||||
| 2394 E CAMELBACK RD STE 600 | PHOENIX | AZ | 85016 | LEGAL ADVICE | $105,444 |
| INNER SUNSET LLC | |||||
| 10645 N TATUM BLVD STE C200-501 | PHOENIX | AZ | 85028 | SCIENTIFIC MED ADVICE | $293,038 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $344,555,099 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,083,057 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,396,477 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $354,034,633 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $354,034,633 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,310,519 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $348,724,114 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,436,206 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,436,206 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $309,888 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $309,888 | TotalTaxAmt |
| Distributable Before Adj | $17,126,318 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,126,318 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,126,318 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,456,321 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $15,456,321 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,126,318 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $15,239,922 | UndistributedIncomePYAmt |
| Qualifying Distributions | $15,456,321 | QualifyingDistributionsAmt |
| Applied To Year1 | $15,239,922 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $216,399 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $16,909,919 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | httpwwwivyfoundationorg | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6720 NORTH SCOTTSDALE ROAD 110 | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85253 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4806599621 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SWEDISH MEDICAL CENTER | ||||||
| 747 BROADWAY | SEATTLE | WA | 98122 | NONE | HIGH-THROUGHPUT SCREENING (HTS) CLINICAL TRIAL TREATING RECURRENT GBM PATIENTS. | $150,000 |
| SOCIETY OF ST VINCENT DE PAUL | ||||||
| 420 W WATKINS RD | PHOENIX | AZ | 85003 | NONE | CENTER FOR PURPOSE, HOPE AND MISSION AS PART OF THE COMMON GROUND. | $1,000,000 |
| FRED HUTCHISON CANCER RESEARCH CENT | ||||||
| PO BOX 19024 MAIL STOP J6-330 | SEATTLE | WA | 98109 | NONE | DR GUJRAL - EMERGING LEADER AWARD. (1ST PAYMENT) | $250,000 |
| ARCS FOUNDATION | ||||||
| PO BOX 240 | ARTESIA | CA | 90720 | NONE | 2024 - 2025 SCHOLAR AWARD. | $8,500 |
| REGENTS OF UNIVERSITY OF MICHIGAN | ||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | NONE | DR. WAHL - EMERGING LEADER AWARD. (2ND AND LAST PAYMENT) | $250,000 |
| CITY OF HOPE MEDICAL CENTER | ||||||
| 1500 E DUARTE ROAD | DUARTE | CA | 91010 | NONE | DR. BROWN - TRANSLATIONAL ADULT GLIOMA AWARD. (1ST PAYMENT) | $300,000 |
| NOTMYKID | ||||||
| 5230 E SHEA BLVD | SCOTTSDALE | AZ | 85254 | NONE | LIFESAVING PROGRAMS, SUPPORT, RESOURCES, AND EDUCATION TO EMPOWER AND EDUCATE YOUTH, FAMILES, AND COMMUNITIES WITH THE KNOWLEDGE AND COURAGE TO IDENTIFY AND PREVENT NEGATIVE YOUTH BEHAVIOR. | $500 |
| MARICOPA COMMUNITY COLLEGES FOUNDAT | ||||||
| 2419 W 14TH STREET | TEMPE | AZ | 85281 | NONE | NURSING WORKFORCE DEVELOPMENT PROGRAM. | $520,000 |
| NEUROTRIALS LLC | ||||||
| 2910 N 3RD AVE 450 | PHOENIX | AZ | 85013 | NONE | IVY BRAIN TUMOR CENTER - PHOENIX SKY HARBOR ADVERTISING FOR CLINICAL TRIALS. | $420,675 |
| TRANSLATIONAL GENOMICS RESEARCH TGE | ||||||
| 445 N FIFTH ST 600 | PHOENIX | AZ | 85004 | NONE | MIKE BERENS - DIPG PEDIATRIC GLIOMA RESEARCH. | $100,000 |
| TRANSLATIONAL GENOMICS RESEARCH TGE | ||||||
| 445 N FIFTH ST 600 | PHOENIX | AZ | 85004 | NONE | 2023 - 2024 INTERNSHIP PROGRAM AT TGEN DESIGNED TO GIVE STUDENTS INTENSIVE, HANDS-ON RESEARCH EXPERIENCE WORKING ALONGSIDE A MENTOR-SCIENTIST TO LEARN ABOUT TRANSLATIONAL RESEARCH WHILE INVESTIGATING QUESTIONS WITHIN THE NEUROLOGICAL SCIENCES. | $101,314 |
| CITY OF HOPE MEDICAL CENTER | ||||||
| 1500 E DUARTE ROAD | DUARTE | CA | 91010 | NONE | DR. BROWN - TRANSLATIONAL ADULT GLIOMA AWARD. (2ND AND LAST PAYMENT) | $300,000 |
| ST JOSEPH'S FOUNDATION | ||||||
| 350 W THOMAS RD | PHOENIX | AZ | 85013 | NONE | supports patient care, medical education, research and community outreach at St. Joseph Hospital. | $10,000 |
| ST JOSEPH'S FOUNDATION | ||||||
| 350 W THOMAS RD | PHOENIX | AZ | 85013 | NONE | LAB CHEMISTRY ANALYZERS, PATHOLOGY LAB SLIDE STAINER, HEMATOLOGY ANALYZER. | $525,000 |
| NEURO TRIALS LLC | ||||||
| 2910 NORTH THIRD AVENUE | PHOENIX | AZ | 85013 | NONE | 7TH INSTALLMENT PAYMENT FOR THEIVY BRAIN TUMOR CENTER. | $2,830,000 |
| DAMON RUNYON CANCER RESEARCH FDN | ||||||
| 55 BROADWAY STE 302 | NEW YORK | NY | 10006 | NONE | DR. JOHN PRENSNER - CLINICAL INVESTIGATOR'S AWARD. | $200,000 |
| MAYO CLINIC COLLEGE OF MEDICINE | ||||||
| 200 1ST ST SW | ROCHESTER | MN | 55905 | NONE | REFUND OF UNUSED FUNDS. | -$91,475 |
| INDIANA UNIVERSITY FOUNDATION | ||||||
| 1500 IN-46 | BLOOMINGTON | IN | 47408 | NONE | DR. HAO - TRANSLATIONAL ADULT GLIOMA AWARD. (2ND AND LAST PAYMENT) | $298,592 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA | ||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | NONE | DR. MA - TRANSLATIONAL ADULT GLIOMA AWARD. (2ND AND LAST PAYMENT) | $300,000 |
| RECTOR VISITORS OF UNIV OF VA | ||||||
| 1300 JEFFERSON PARK AVE | CHARLOTTESVILLE | VA | 22903 | NONE | DR. SHEYBANI - TRANSLATIONAL ADULT GLIOMA AWARD. (2ND AND LAST PAYMENT) | $300,000 |
| RECTOR VISITORS OF UNIV OF VA | ||||||
| 1300 JEFFERSON PARK AVE | CHARLOTTESVILLE | VA | 22903 | NONE | DR. LI - TRANSLATIONAL ADULT GLIOMA AWARD. (2ND AND LAST PAYMENT) | $300,000 |
| RECTOR VISITORS OF UNIV OF VA | ||||||
| 1300 JEFFERSON PARK AVE | CHARLOTTESVILLE | VA | 22903 | NONE | DR. AMOUNADER - TRANSLATIONAL ADULT GLIOMA AWARD. (2ND AND LAST PAYMENT) | $300,000 |
| AZ BIO | ||||||
| 2800 N CENTRAL AVE 1450 | PHOENIX | AZ | 85004 | NONE | Provides ethics resources with particular attention to those affecting Arizonans. 2024 GRANT. | $150 |
| COMMON SPIRIT HEALTH FOUNDATION | ||||||
| 185 BERRY ST STE 200 | SAN FRANCISCO | CA | 94107 | NONE | focuses on making health equity a reality across the country. | $10,000 |
| LUCILE PACKARD FOUNDATION | ||||||
| 400 HAMILTON AVE STE 340 | PALO ALTO | CA | 94301 | NONE | MAKE HEALTH CARE MORE ACCESSIBLE FOR CHILDREN WITH COMPLEX MEDICAL NEEDS. | $250 |
| ALS NEW MEXICO | ||||||
| 2309 RENARD PLACE SE STE 105 | ALBUQUERQUE | NM | 87106 | NONE | ADVOCATING FOR A CURE AND ENHANCING THE LIVES OF INDIVIDUALS WITH ALS. | $540 |
| ARCS FOUNDATION | ||||||
| PO BOX 240 | ARTESIA | CA | 90720 | NONE | PROVIDES AWARDS TO ACADEMICALLY OUTSTANDING US CITIZENS STUDYING TO COMPLETE DEGREES IN SCIENCE, ENGINEERING AND MEDICAL. | $500 |
| JOHNS HOPKINS HOSPITAL | ||||||
| 1800 ORLEANS STREET | BALTIMORE | MD | 21287 | NONE | DR SCHRECK - EMERGING LEADER AWARD. (1ST PAYMENT) | $250,000 |
| MASSACHUSETTS GENERAL | ||||||
| 55 FRUIT ST | BOSTON | MA | 02114 | NONE | DR. BADR - TRANSLATIONAL ADULT GLIOMA AWARD. (1ST PAYMENT) | $300,000 |
| MD ANDERSON CANCER CENTER | ||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | DR. CALIN - TRANSLATIONAL ADULT GLIOMA AWARD. (1ST PAYMENT) | $300,000 |
| JOHNS HOPKINS HOSPITAL | ||||||
| 1800 ORLEANS STREET | BALTIMORE | MD | 21287 | NONE | DR. RAMAN - TRANSLATIONAL ADULT GLIOMA AWARD. (1ST PAYMENT) | $298,575 |
| CLEVELAND CLINIC | ||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | NONE | DR. YU - TRANSLATIONAL ADULT GLIOMA AWARD. (1ST PAYMENT) | $300,000 |
| REGENTS OF THE UNIVERSITY OF CALIFO | ||||||
| 1111 FRANKLIN STREET | OAKLAND | CA | 94607 | NONE | DR. BUTOWSKI - 2024 TRANSLATIONAL ADULT GLIOMA AWARD. | $300,000 |
| SAVE THE BAY FOUNDATION | ||||||
| 560 14TH STREET 400 | OAKLAND | CA | 94612 | NONE | ADVOCATE FOR THE BAY AREA BY CALLING FOR POLICIES AND FUNDING TO CREATE A RESILIENT, SUSTAINABLE AND EQUITABLE BAY AREA. | $2,500 |
| ARCHBISHOP MITTY HIGH SCHOOL | ||||||
| 5000 MITTY WAY | SAN JOSE | CA | 95129 | NONE | J BENNETT - INTRO TO NEUROSCIENCE COURSE GRADE 12. | $10,000 |
| PHOENIX POLICE FOUNDATION | ||||||
| PO BOX 564 | PHOENIX | AZ | 85001 | NONE | GREATEST NEED:FOUNDATION FUNDS ESSENTIONAL EQUIPMENT AND TECHNOLOGY, PROVIDES FINANCIAL ASSISTANCE TO EMPLOYEES AND THEIR FAMILIES, AND RECOGNIZES THOSE WHO DEMONSTRATE EXCEPTIONAL COURAGE. | $5,000 |
| TRANSLATIONAL GENOMICS RESEARCH TGE | ||||||
| 445 N FIFTH ST 600 | PHOENIX | AZ | 85004 | NONE | REFUND OF UNUSED FUNDS. | -$15,591 |
| SWEDISH HEALTH SERVICES | ||||||
| 1124 COLUMBIA ST STE 110 | SEATTLE | WA | 98104 | NONE | DR. PUCHALSKI - TRANSLATIONAL ADULT GLIOMA AWARD. (1ST PAYMENT) | $300,000 |
| PHOENIX POLICE FOUNDATION | ||||||
| PO BOX 564 | PHOENIX | AZ | 85001 | NONE | FOR SPECIFIC NEEDS. | $714,675 |
| ALSAC | ||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | ALSAC'S (AMERICAN LEBANESE SYRIAN ASSOCIATED CHARITIES) MISSION IS TO BE THE FUNDRAISING AND AWARENESS ORGANIZATION FOR ST. JUDE CHILDREN'S RESEARCH HOSPITAL. | $2,500 |
| YOUNG LIFE | ||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | A MISSION DEVOTED TO INTRODUCING ADOLESCENTS TO JESUS CHRIST AND HELPING THEM TO GROW IN THEIR FAITH. | $518 |
| GRAY MATTERS FOUNDATION | ||||||
| PO BOX 27106 | SCOTTSDALE | AZ | 85255 | NONE | CURRENT NEEDS: FOUNDATION supportS and empowerS Patients and their loved ones through encouragement Outreach. | $25,000 |
| ARIZONA COLUMBINE GARDEN CLUB | ||||||
| 3104 E CAMELBACK ROAD 1247 | PHOENIX | AZ | 85016 | NONE | TO STIMULATE THE KNOWLEDGE AND LOVE OF GARDENING AND AID IN THE PROTECTION OF NATIVE TREES, PLANTS AND SHRUBS. | $500 |
| NEURO TRIALS LLC | ||||||
| 2910 NORTH THIRD AVENUE | PHOENIX | AZ | 85013 | NONE | CEREBROSPINAL FLUID ANALYSIS. (3RD PAYMENT) | $1,350,000 |
| ST JOSEPH'S FOUNDATION | ||||||
| 350 W THOMAS RD | PHOENIX | AZ | 85013 | NONE | ST. JOSEPH'S LOBBY REMODEL. | $900,000 |
| VANGUARD CHARITABLE | ||||||
| 2670 WARWICK AVENUE | WARWICK | RI | 02889 | NONE | MAKING PHILANTHROPY AS EFFECTIVE AND EFFICIENT AS POSSIBLE, ENSURING THAT CHARITABLE DOLLARS ARE USED WISELY AND THAT THEIR IMPACT IS MAXIMIZED. | $925,000 |
| WOMEN'S BOARD OF BARROW NEUROLOGICA | ||||||
| 2910 N THIRD AVE STE 450 | PHOENIX | AZ | 85013 | NONE | SUPPORTS ADVANCEMENTS IN NEUROLOGICAL RESEARCH AND TREATMENT AT BARROW NEUROLOGICAL INSTITUTE. | $2,000 |
| SWEDISH MEDICAL FOUNDATION | ||||||
| 1124 COLUMBIA ST STE 110 | SEATTLE | WA | 98104 | NONE | SUPPORTS RESEARCH AND NONREIMBURSEABLE CLINICAL AND SUPPORTIVE CARE SERVICES. | $1,545 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,356,768 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $302,301 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,500 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,644,145 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,255,362 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,486,719 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME (LOSS) | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $307,105 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $21,508,913 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,489,219 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,998,132 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | KATHERINE A MORGAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 E PARADISE LN | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOOKKEEPING & ACCOUNTING SERVICES | CategoryTxt |
| Amt | $16,988 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,988 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| GREENWICH MANAGEMENT |
| INVESTMENT CONSULTING |
| INNER SUNSET LLC |
| SCIENTIFIC MEDICAL ADVISOR FOR GRANTS |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | 2011-10-01 | $26,625 | $22,109 | 150DB | 0.0590 | $1,571 |
| LEASEHOLD IMPROVEMENTS | 2016-01-05 | $6,177 | $3,441 | 150DB | 0.0591 | $365 |
| FURNITURE & FIXTURES | 2019-04-24 | $3,295 | $2,560 | 200DB | 0.0892 | $294 |
| COMPUTER | 2019-10-08 | $1,050 | $990 | 200DB | 0.0576 | $60 |
| OFFICE FURNITURE | 2020-02-18 | $777 | $534 | 200DB | 0.0893 | $69 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land | CategoryOrItemTxt |
| Cost Or Other Basis | $2,296,477 | CostOrOtherBasisAmt |
| Book Value | $2,296,477 | BookValueAmt |
| EOYFMV | $2,296,477 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $54,015 | $53,400 | $615 | $615 |
| Machinery and Equipment | $20,462 | $20,463 | $1 | |
| Improvements | $32,802 | $27,486 | $5,316 | $5,315 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL ADVICE & COUNSEL | CategoryTxt |
| Legal Fees | $105,694 | LegalFeesAmt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $105,444 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | BOY Book ValueBOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Rounding | $1 | ||
| SECURITY DEPOSITS | $3,203 | $3,203 | $3,203 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $166,622 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ADVERTISING | $531 | $531 | |
| BUS. ENT, MEETINGS & CONV | $5,788 | $5,788 | |
| BUSINESS PROMOTION | $1,281 | $1,281 | |
| COMPUTER EXPENSE | $3,422 | $3,422 | |
| DUES & SUBSCRIPTIONS | $60,747 | $60,747 | |
| INSURANCE | $7,141 | $7,141 | |
| LICENSE & FEES | $7,019 | $468 | $6,551 |
| OUTSIDE SERVICES | $81,490 | $81,490 | |
| POSTAGE & DELIVERY | $458 | $458 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME (LOSS) | Desc |
| Revenue And Expenses Per Books | $307,105 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES PAYABLE | Desc |
| BOY Book Value | $11,652 | BOYBookValueAmt |
| EOY Book Value | $13,071 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MISCELLANEOUS PROFESSIONAL FEES | CategoryTxt |
| Amt | $721,534 | Amt |
| Net Investment Income | $428,496 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $293,038 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $220,176 | $220,176 |
| PROPERTY TAX | $46,063 | $46,063 |
| TAX ON INVESTMENT INCOME | $170,000 |