2025-05-12T08:03:58-07:00
2024-12-31
813634774
Poulsen & Stowell PLLC
7536 E Angus Drive
Scottsdale
AZ
85251
990PF
2024-01-01
273322123
BEN AND CATHERINE IVY FOUNDATION
BENA
4806599621
6720 N SCOTTSDALE ROAD 110
SCOTTSDALE
AZ
85253
CATHERINE E IVY
President
2025-05-12
true
true
BRYAN STOWELL
P01227251
4809460505
2024
2025-03-06 01:10:19Z
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359814131
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6644145
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15742081
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23008132
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293276902
299789615
293265250
6677916
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299776544
22603.956 AMCAP FUND A
P
2006-12-31
2024-09-19
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729709
270290
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27862.914 AMERICAN BALANCED FUND
P
2006-12-31
2024-09-13
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27693.132 AMERICAN BALANCED FUND
P
2006-12-31
2024-09-19
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2006-12-31
2024-09-13
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2162573
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14699.383 CAPITAL WORLD GROWTH & INCOME FUND A
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2006-12-31
2024-09-19
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13651.877 CAPITAL INCOME BUILDER A
P
2006-12-31
2024-09-13
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839374
160626
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38895.371 INCOME FUND OF AMERICA
P
2006-12-31
2024-09-13
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841255
158745
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384712.578 INTERMEDIATE BOND FUND
P
2006-12-31
2024-01-31
4800000
5278847
-478847
-478847
13042.699 VNGRD SHORT TERM BD EFT
P
2020-02-26
2024-06-13
999972
1064011
-64039
-64039
9665 VNGRD SHORT TERM BD EFT
P
2020-02-26
2024-11-27
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788471
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P
2020-02-26
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9564 VNGRD SHRT TRM CORP ETF
P
2020-02-26
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Capital Gain Dividends
14255362
15742081
309888
309888
309888
86296
275000
361296
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51408
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WWW.IVYFOUNDATION.ORG
CATHERINE E IVY
4806599621
6720 N SCOTTSDALE ROAD 110
SCOTTSDALE
AZ
85253
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CATHERINE E IVY
6720 N SCOTTSDALE ROAD 110
SCOTTSDALE
AZ
85253
President
60.00
403495
18633
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
NONE
GREENWICH MANAGEMENT
6720 N SCOTTSDALE RD 110
SCOTTSDALE
AZ
85253
INVESTMENT CONSULTING
428496
FENNEMORE CRAIG PC
2394 E CAMELBACK RD STE 600
PHOENIX
AZ
85016
LEGAL ADVICE
105444
INNER SUNSET LLC
10645 N TATUM BLVD STE C200-501
PHOENIX
AZ
85028
SCIENTIFIC MED ADVICE
293038
344555099
7083057
2396477
354034633
0
354034633
5310519
348724114
17436206
17436206
309888
309888
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17126318
17126318
15456321
15456321
17126318
15239922
15456321
15239922
0
216399
16909919
X
httpwwwivyfoundationorg
6720 NORTH SCOTTSDALE ROAD 110
SCOTTSDALE
AZ
85253
4806599621
SWEDISH MEDICAL CENTER
747 BROADWAY
SEATTLE
WA
98122
NONE
HIGH-THROUGHPUT SCREENING (HTS) CLINICAL TRIAL TREATING RECURRENT GBM PATIENTS.
150000
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.
1000000
FRED HUTCHISON CANCER RESEARCH CENT
PO BOX 19024 MAIL STOP J6-330
SEATTLE
WA
98109
NONE
DR GUJRAL - EMERGING LEADER AWARD. (1ST PAYMENT)
250000
ARCS FOUNDATION
PO BOX 240
ARTESIA
CA
90720
NONE
2024 - 2025 SCHOLAR AWARD.
8500
REGENTS OF UNIVERSITY OF MICHIGAN
500 S STATE ST
ANN ARBOR
MI
48109
NONE
DR. WAHL - EMERGING LEADER AWARD. (2ND AND LAST PAYMENT)
250000
CITY OF HOPE MEDICAL CENTER
1500 E DUARTE ROAD
DUARTE
CA
91010
NONE
DR. BROWN - TRANSLATIONAL ADULT GLIOMA AWARD. (1ST PAYMENT)
300000
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.
520000
NEUROTRIALS LLC
2910 N 3RD AVE 450
PHOENIX
AZ
85013
NONE
IVY BRAIN TUMOR CENTER - PHOENIX SKY HARBOR ADVERTISING FOR CLINICAL TRIALS.
420675
TRANSLATIONAL GENOMICS RESEARCH TGE
445 N FIFTH ST 600
PHOENIX
AZ
85004
NONE
MIKE BERENS - DIPG PEDIATRIC GLIOMA RESEARCH.
100000
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.
101314
CITY OF HOPE MEDICAL CENTER
1500 E DUARTE ROAD
DUARTE
CA
91010
NONE
DR. BROWN - TRANSLATIONAL ADULT GLIOMA AWARD. (2ND AND LAST PAYMENT)
300000
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.
10000
ST JOSEPH'S FOUNDATION
350 W THOMAS RD
PHOENIX
AZ
85013
NONE
LAB CHEMISTRY ANALYZERS, PATHOLOGY LAB SLIDE STAINER, HEMATOLOGY ANALYZER.
525000
NEURO TRIALS LLC
2910 NORTH THIRD AVENUE
PHOENIX
AZ
85013
NONE
7TH INSTALLMENT PAYMENT FOR THEIVY BRAIN TUMOR CENTER.
2830000
DAMON RUNYON CANCER RESEARCH FDN
55 BROADWAY STE 302
NEW YORK
NY
10006
NONE
DR. JOHN PRENSNER - CLINICAL INVESTIGATOR'S AWARD.
200000
MAYO CLINIC COLLEGE OF MEDICINE
200 1ST ST SW
ROCHESTER
MN
55905
NONE
REFUND OF UNUSED FUNDS.
-91475
INDIANA UNIVERSITY FOUNDATION
1500 IN-46
BLOOMINGTON
IN
47408
NONE
DR. HAO - TRANSLATIONAL ADULT GLIOMA AWARD. (2ND AND LAST PAYMENT)
298592
CHILDREN'S HOSPITAL OF PHILADELPHIA
3401 CIVIC CENTER BLVD
PHILADELPHIA
PA
19104
NONE
DR. MA - TRANSLATIONAL ADULT GLIOMA AWARD. (2ND AND LAST PAYMENT)
300000
RECTOR VISITORS OF UNIV OF VA
1300 JEFFERSON PARK AVE
CHARLOTTESVILLE
VA
22903
NONE
DR. SHEYBANI - TRANSLATIONAL ADULT GLIOMA AWARD. (2ND AND LAST PAYMENT)
300000
RECTOR VISITORS OF UNIV OF VA
1300 JEFFERSON PARK AVE
CHARLOTTESVILLE
VA
22903
NONE
DR. LI - TRANSLATIONAL ADULT GLIOMA AWARD. (2ND AND LAST PAYMENT)
300000
RECTOR VISITORS OF UNIV OF VA
1300 JEFFERSON PARK AVE
CHARLOTTESVILLE
VA
22903
NONE
DR. AMOUNADER - TRANSLATIONAL ADULT GLIOMA AWARD. (2ND AND LAST PAYMENT)
300000
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.
10000
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)
250000
MASSACHUSETTS GENERAL
55 FRUIT ST
BOSTON
MA
02114
NONE
DR. BADR - TRANSLATIONAL ADULT GLIOMA AWARD. (1ST PAYMENT)
300000
MD ANDERSON CANCER CENTER
1515 HOLCOMBE BLVD
HOUSTON
TX
77030
NONE
DR. CALIN - TRANSLATIONAL ADULT GLIOMA AWARD. (1ST PAYMENT)
300000
JOHNS HOPKINS HOSPITAL
1800 ORLEANS STREET
BALTIMORE
MD
21287
NONE
DR. RAMAN - TRANSLATIONAL ADULT GLIOMA AWARD. (1ST PAYMENT)
298575
CLEVELAND CLINIC
9500 EUCLID AVE
CLEVELAND
OH
44195
NONE
DR. YU - TRANSLATIONAL ADULT GLIOMA AWARD. (1ST PAYMENT)
300000
REGENTS OF THE UNIVERSITY OF CALIFO
1111 FRANKLIN STREET
OAKLAND
CA
94607
NONE
DR. BUTOWSKI - 2024 TRANSLATIONAL ADULT GLIOMA AWARD.
300000
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.
2500
ARCHBISHOP MITTY HIGH SCHOOL
5000 MITTY WAY
SAN JOSE
CA
95129
NONE
J BENNETT - INTRO TO NEUROSCIENCE COURSE GRADE 12.
10000
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.
5000
TRANSLATIONAL GENOMICS RESEARCH TGE
445 N FIFTH ST 600
PHOENIX
AZ
85004
NONE
REFUND OF UNUSED FUNDS.
-15591
SWEDISH HEALTH SERVICES
1124 COLUMBIA ST STE 110
SEATTLE
WA
98104
NONE
DR. PUCHALSKI - TRANSLATIONAL ADULT GLIOMA AWARD. (1ST PAYMENT)
300000
PHOENIX POLICE FOUNDATION
PO BOX 564
PHOENIX
AZ
85001
NONE
FOR SPECIFIC NEEDS.
714675
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.
2500
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.
25000
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)
1350000
ST JOSEPH'S FOUNDATION
350 W THOMAS RD
PHOENIX
AZ
85013
NONE
ST. JOSEPH'S LOBBY REMODEL.
900000
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.
925000
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.
2000
SWEDISH MEDICAL FOUNDATION
1124 COLUMBIA ST STE 110
SEATTLE
WA
98104
NONE
SUPPORTS RESEARCH AND NONREIMBURSEABLE CLINICAL AND SUPPORTIVE CARE SERVICES.
1545
14356768
14
302301
2500
14
6644145
14255362
1486719
PARTNERSHIP INCOME (LOSS)
14
307105
21508913
1489219
22998132
false
false
false
false
false
false
false
false
false
false
X
X
1
KATHERINE A MORGAN
601 E PARADISE LN
PHOENIX
AZ
85022
10000
X
BOOKKEEPING & ACCOUNTING SERVICES
16988
0
0
16988
GREENWICH MANAGEMENT
INVESTMENT CONSULTING
INNER SUNSET LLC
SCIENTIFIC MEDICAL ADVISOR FOR GRANTS
LEASEHOLD IMPROVEMENTS
2011-10-01
26625
22109
150DB
1571
LEASEHOLD IMPROVEMENTS
2016-01-05
6177
3441
150DB
365
FURNITURE & FIXTURES
2019-04-24
3295
2560
200DB
294
COMPUTER
2019-10-08
1050
990
200DB
60
OFFICE FURNITURE
2020-02-18
777
534
200DB
69
NOT REQUIRED
Land
2296477
2296477
2296477
Furniture and Fixtures
54015
53400
615
615
Machinery and Equipment
20462
20463
1
Improvements
32802
27486
5316
5315
LEGAL ADVICE & COUNSEL
105694
250
0
105444
Rounding
1
SECURITY DEPOSITS
3203
3203
3203
UNREALIZED LOSS
166622
ADVERTISING
531
531
BUS. ENT, MEETINGS & CONV
5788
5788
BUSINESS PROMOTION
1281
1281
COMPUTER EXPENSE
3422
3422
DUES & SUBSCRIPTIONS
60747
60747
INSURANCE
7141
7141
LICENSE & FEES
7019
6551
468
OUTSIDE SERVICES
81490
81490
POSTAGE & DELIVERY
458
458
PARTNERSHIP INCOME (LOSS)
307105
PAYROLL TAXES PAYABLE
11652
13071
MISCELLANEOUS PROFESSIONAL FEES
721534
428496
0
293038
FOREIGN TAX
220176
220176
PROPERTY TAX
46063
46063
TAX ON INVESTMENT INCOME
170000