2018-05-02T10:27:15-05:00 2017-12-31 274398564 MN ADVISORY SERVICES LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990PF 2017-01-01 201422978 THE IV FUND IVFU 2163636489 C/O MNAS 1111 SUPERIOR AVE NO 700 CLEVELAND OH 44114 IVY B LEWIS PRESIDENT 2163636489 2018-04-30 1 JOSEPH P KOVALCHECK JR P00226301 2163630100 2017 2022-09-23 18:48:47Z X 11928847 X 780170 116634 116634 1123174 1123504 1123174 2019978 1239808 0 0 0 3825 765 3060 1199 0 200 5024 765 3260 545950 545950 550974 765 549210 1469004 1239043 2094867 3564201 3564201 3727702 3246765 8364646 5822569 6810966 11928847 0 0 X 4429992 4429992 0 0 1392577 2380974 5822569 6810966 5822569 6810966 5822569 1469004 0 7291573 480607 6810966 11,000 SH PGR 2017-07-28 516652 165 516487 516487 3,000 SH PGR 2017-12-12 165505 45 165460 165460 8,000 SH PGR 2017-12-12 441347 120 441227 441227 1123174 0 369120 7348226 0.050233 282275 6238781 0.045245 346391 4871530 0.071105 223475 5001864 0.044678 224883 4189023 0.053684 0.264945 0.052989 9807472 519688 12390 532078 549210 X 12390 0 12390 0 12390 3000 0 0 3000 0 9390 0 0 0 0 0 0 0 0 0 0 1 1 OH 0 0 1 0 0 1 N/A MN ADVISORY SERVICES LLC 2163636489 1111 SUPERIOR AVE STE 700 CLEVELAND OH 44114 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 IVY B LEWIS 174 NASSAU STREET 303 PRINCETON NJ 08542 PRESIDENT/DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 7281855 2674969 0 9956824 0 0 9956824 149352 9807472 490374 490374 12390 12390 477984 0 477984 0 477984 549210 0 549210 12390 536820 477984 0 0 91242 4674 95916 549210 0 0 0 477984 71226 0 0 167142 0 0 0 0 0 0 0 167142 91242 4674 71226 IVY B LEWIS X ACLU FOUNDATION 125 BROAD STREET NEW YORK NY 10004 N/A PUBLIC CRIMINAL LAW REFORM PROJECT 25000 AMERICAN FOUNDATION FOR SUICIDE PREVENTION 120 WALLST 29TH FL NEW YORK NY 10005 N/A PUBLIC GENERAL SUPPORT 50000 ARTREACH CHICAGO 4401 RAVENSWOOD AVE CHICAGO IL 60640 N/A PUBLIC PROJECT FIRE 50000 BARD COLLEGE PO BOX 5000 ANNANDALEONHUDSON NY 12504 N/A PUBLIC BARD PRISON INITIATIVE 1800 CASES 151 LAWRENCE ST 3RD FL BROOKLYN NY 11201 N/A PUBLIC GENERAL SUPPORT 5000 CENTER FOR COURT INNOVATION 520 EIGHTH ST 18TH FL NEW YORK NY 10018 N/A PUBLIC GENERAL SUPPORT 5000 CITY HARVEST 6 EAST 32ND ST 5TH FL NEW YORK NY 10016 N/A PUBLIC GENERAL SUPPORT 1850 DRIVE CHANGE INC 630 FLUSHING AVE BROOKLYN NY 11206 N/A PUBLIC GENERAL SUPPORT 1800 EDUCATIONAL FUND TO STOP GUN VIOLENCE 805 15TH ST STE 700 WASHINGTON DC 20005 N/A PUBLIC GENERAL SUPPORT 1800 EVERYTOWN FOR GUN SAFETY PO BOX 3886 NEW YORK NY 10163 N/A PUBLIC GENERAL SUPPORT 1800 FAMM (FAMILIES AGAINST MANDATORY MINIMUMS) 1100 H ST NW SUITE 1000 WASHINGTON DC 20005 N/A PUBLIC GENERAL SUPPORT 1800 FRIENDS OF THE PRINCETON UNIVERSITY ART MUSEUM PO BOX 5357 PRINCETON NJ 08543 N/A PUBLIC GENERAL SUPPORT 400 GETTING OUT AND STAYING OUT 75 EAST 116TH ST NEW YORK NY 10029 N/A PUBLIC GENERAL SUPPORT 1800 GIFFORDS LAW CENTER TO PREVENT GUN VIOLENCE 268 BUSH ST STE 555 SAN FRANCISCO CA 94104 N/A PUBLIC GENERAL SUPPORT 1800 HOMEFRONT 1880 PRINCETON AVE LAWRENCEVILLE NJ 08648 N/A PUBLIC GENERAL SUPPORT 25000 HOPE CENTER AT PULLEN 1801 HILLSBOROUGH ST RALEIGH NC 27605 N/A PUBLIC GENERAL SUPPORT 1800 INJUSTICE WATCH 321 N CLARK ST STE 2501 CHICAGO IL 60654 N/A PUBLIC GENERAL SUPPORT 1000 INNOCENCE PROJECT 40 WORTH STREET NEW YORK NY 10013 N/A PUBLIC GENERAL SUPPORT 20000 INSIGHT GARDEN PROGRAM 2081 CENTER ST BERKELEY CA 94704 N/A PUBLIC GENERAL SUPPORT 15000 ISLES 10 WOOD ST TRENTON NJ 08618 N/A PUBLIC GENERAL SUPPORT 1800 LIBERATION PRISON YOGA 123 SEVENTH AVE STE 243 NEW YORK NY 11215 N/A PUBLIC GENERAL SUPPORT 1800 NAC (NEW ALTERNATIVES FOR CHILDREN) 37 WEST 26TH STREET NEW YORK NY 10010 N/A PUBLIC GENERAL SUPPORT 2500 NATURE CENTER AT SHAKER LAKES 2600 SOUTH PARK BLVD CLEVELAND OH 44120 N/A PUBLIC GENERAL SUPPORT 1800 NORTHWESTERN MEDILL SCHOOL OF JOURNALISM 375 E CHICAGO AVE CHICAGO IL 60611 N/A PUBLIC MEDILL JUSTICE PROJECT 60000 NORTHWESTERN UNIVERSITY 1201 DAVIS STREET EVANSTON IL 60201 N/A PUBLIC LAPTOP LOAN PROGRAM 25000 NORTHWESTERN UNIVERSITY 1201 DAVIS STREET EVANSTON IL 60208 N/A PUBLIC CENTER ON WRONGFUL CONVICTION 60000 NORTHWESTERN UNIVERSITY 1201 DAVIS STREET EVANSTON IL 60208 N/A PUBLIC OSBORN PROFESSORSHIP PROGRAM 25000 NORTHWESTERN UNIVERSITY 1999 CAMPUS DRIVE BOX 7 EVANSTON IL 60208 N/A PUBLIC DANCE MARATHON 500 NORTHWESTERN UNIVERSITY 375 E CHICAGO AVE CHICAGO IL 60611 N/A PUBLIC GERAGHTY CLINICAL FELLOWSHIP 10000 PEMA CHODRON FOUNDATION PO BOX 770630 STEAMBOAT SPRINGS CO 80477 N/A PUBLIC GENERAL SUPPORT 1800 PLANNED PARENTHOOD OF GREATER OHIO 25350 ROCKSIDE ROAD BEDFORD HTS OH 44146 N/A PUBLIC GENERAL SUPPORT 1000 PRINCETON UNIVERSITY ART MUSEUM 330 ALEXANDER STREET PRINCETON NJ 08544 N/A PUBLIC GENERAL SUPPORT 5000 PRINCETON UNIVERSITY OFFICE OF DEVELOP 330 ALEXANDER ST PRINCETON NJ 08540 N/A PUBLIC LEWIS CENTER FOR THE ARTS 20000 ROCKEFELLER PHILANTHROPHY ADVISORS 6 WEST 48TH ST 10TH FL NEW YORK NY 10036 N/A PUBLIC ART FOR JUSTICE FUND 20000 THE BAIL PROJECT PO BOX 750 VENICE CA 90294 N/A PUBLIC GENERAL SUPPORT 10000 THE HORTICULTURAL SOCIETY OF NEW YORK 148 WEST 37TJ ST NEW YORK NY 10018 N/A PUBLIC RIKER'S GREENHOUSE 10000 THE MANAGEMENT CENTER 1710 RHODE ISLANE AVE NW WASHINGTON DC 20036 N/A PUBLIC GENERAL SUPPORT 50000 THE MARSHALL PROJECT 156 WEST 56TH STREET NEW YORK NY 10019 N/A PUBLIC GENERAL SUPPORT 5000 THE PETEY GREENE PROGRAM 9 MERCER ST PRINCETON NJ 08540 N/A PUBLIC GENERAL SUPPORT 1800 THE PROMISE OF JUSTICE INITIATIVE 636 BARONNE STREET NEW ORLEANS LA 70113 N/A PUBLIC GENERAL SUPPORT 1800 THE TOWN HALL FOUNDATION INC 123 W 43RD ST B/N 6TH BROADWAY NEW YORK NY 10036 N/A PUBLIC GENERAL SUPPORT 1000 THE TRUST FOR PUBLIC LAND 101 MONGOMERY ST STE 900 SAN FRANCISCO CA 94104 N/A PUBLIC GENERAL SUPPORT 15000 WHYY INDEPENDENCE MALL WEST PHILADELPHIA PA 19106 N/A PUBLIC GENERAL SUPPORT 2500 545950 0 14 116634 18 1123174 0 1239808 0 1239808 0 0 0 0 0 0 0 0 0 0 X X 1 PBL CHARITABLE LEAD ANNUITY TRUST C/O MNAS 1111 SUPERIOR AVE SUITE 70 CLEVELAND OH 44114 780170 X MNAS-ACCOUNTING/TAX PREP 3825 765 3060 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. PGR STOCK 3246765 8364646 TAX GAIN EXCEEDS BOOK GAIN 480607 OHIO REGISTRATION FEE 200 0 200 EXCISE TAXES 949 0 0 MISC EXPENSES 50 0 0 PBL CHARITABLE LEAD ANNUITY TRUST C/O MNAS 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 44114