BEN AND CATHERINE IVY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BEN AND CATHERINE IVY FOUNDATION (EIN 27-3322123)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-18
- IRS object ID
- 202621389349100217
- Schema version
- 2025v4.1
- 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 | 2026-05-18T08:34:39-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 | 2026-05-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
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 | 2025 | 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 | $409,796,450 | 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 | $255,854 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $301,536 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $297,918 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,987,533 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,987,533 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,987,533 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,333,482 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $40,850,218 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,333,482 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $325,711 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $325,711 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $34,204,116 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,944,644 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,987,533 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $472,314 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $472,314 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $17,513 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $17,513 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $33,471 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $268 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $33,203 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $18,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $656,896 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $428,496 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $228,400 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $560,170 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $205,170 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $2,301 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $47,261 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $47,261 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17,160 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $17,160 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $6,408 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $6,408 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $142,710 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,417 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $135,293 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,974,404 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $641,351 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $975,752 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,470,559 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,470,559 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,444,963 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $641,351 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,446,311 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $15,759,153 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,303,293 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,987,533 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,547,426 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,164,530 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,164,530 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $55,455 | USGovernmentObligationsBOYAmt |
| 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 | $286,881,123 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $310,976,143 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $405,328,611 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $107,279 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $103,650 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,930 | LandBOYAmt |
| Land EOY | $3,629 | LandEOYAmt |
| Land EOYFMV | $3,629 | LandEOYFMVAmt |
| Other Assets BOY | $3,204 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,205 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,203 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $299,789,615 | TotalAssetsBOYAmt |
| Total Assets EOY | $315,443,984 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $409,796,450 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $13,071 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $9,359 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $13,071 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,359 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $299,776,544 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $315,434,625 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $299,776,544 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $315,434,625 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $299,789,615 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $315,443,984 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $299,776,544 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $15,759,153 | ExcessRevenueOverExpensesAmt |
| Subtotal | $315,535,697 | SubtotalAmt |
| Other Decreases | $101,072 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $315,434,625 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 18,099.548 AMERICAN MUTAL FUND A | P | 2006-12-31 | 2025-05-01 | $1,000,000 | $746,020 | $253,980 | $253,980 |
| 13,865.779 CAPITAL INCOME BUILDER A | P | 2006-12-31 | 2025-05-01 | $1,000,000 | $858,054 | $141,946 | $141,946 |
| 144,381.386 CAPITAL WORLD BOND FUND A | P | 2006-12-31 | 2025-05-01 | $2,359,192 | $2,826,416 | -$467,224 | -$467,224 |
| 38,580.247 CAPITAL WORLD GROWTH & INCOME FUND A | P | 2006-12-31 | 2025-10-29 | $3,000,000 | $1,915,670 | $1,084,330 | $1,084,330 |
| 16,002.560 NEW PERSPECTIVE FUND A | P | 2006-12-31 | 2025-05-01 | $1,000,000 | $712,445 | $287,555 | $287,555 |
| 39,556.962 NEW PERSPECTIVE FUND A | P | 2006-12-31 | 2025-10-29 | $3,000,000 | $1,761,103 | $1,238,897 | $1,238,897 |
| 413,625.732 INTERMEDIATE BOND FUND OF AMERICA | P | 2006-12-31 | 2025-12-31 | $5,212,119 | $5,641,534 | -$429,415 | -$429,415 |
| 50,000.000 GRAHAM CITY AZ | P | 2015-09-25 | 2025-12-12 | $50,000 | $55,494 | -$5,494 | -$5,494 |
| Capital Gain Dividends | $24,228,907 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,333,482 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $462,916 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $462,916 | SubtotalAmt |
| Tax Based On Investment Income | $462,916 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $131,408 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $375,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $506,408 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $43,492 | OverpaymentAmt |
| Applied To ES Tax | $43,492 | 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 | $454,822 | $17,492 |
| 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 | $33,202 |
| INNER SUNSET LLC | |||||
| 10645 N TATUM BLVD STE C200-501 | PHOENIX | AZ | 85028 | SCIENTIFIC MED ADVICE | $228,400 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $372,831,301 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,839,401 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,396,477 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $383,067,179 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $383,067,179 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,746,008 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $377,321,171 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,866,059 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,866,059 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $462,916 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $462,916 | TotalTaxAmt |
| Distributable Before Adj | $18,403,143 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,403,143 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,403,143 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,446,311 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $17,446,311 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,403,143 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,909,919 | UndistributedIncomePYAmt |
| Qualifying Distributions | $17,446,311 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,909,919 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $536,392 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $17,866,751 | 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 (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| REGENTS OF UNIVERSITY OF MICHIGAN | |||||||
| 500 STATE ST | ANN ARBOR | MI | 48109 | NONE | PC | REFUND OF UNUSED FUNDS. | -$5,266 |
| FRED HUTCHISON CANCER RESEARCH CENT | |||||||
| PO BOX 19024 MAIL STOP J6-330 | SEATTLE | WA | 98109 | NONE | PC | DR GUJRAL - EMERGING LEADER AWARD. (2ND PAYMENT) | $250,000 |
| ARCS FOUNDATION | |||||||
| PO BOX 240 | ARTESIA | CA | 90720 | NONE | PC | 2025 - 2026 SCHOLAR AWARD. | $8,500 |
| REGENTS OF UNIVERSITY OF MICHIGAN | |||||||
| 500 S STATE ST | ANN ARBOR | MI | 48109 | NONE | PC | DR. WAHL - TRANSLATIONAL ADULT GILOMA AWARD (1ST PAYMENT) | $300,000 |
| NOTMYKID | |||||||
| 5230 E SHEA BLVD | SCOTTSDALE | AZ | 85254 | NONE | PC | 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. | $621 |
| NEUROTRIALS LLC | |||||||
| 2910 N 3RD AVE 450 | PHOENIX | AZ | 85013 | NONE | PC | BUILDING EXPANSION - PAYMENT #5 | $2,295,000 |
| TRANSLATIONAL GENOMICS RESEARCH TGE | |||||||
| 445 N FIFTH ST 600 | PHOENIX | AZ | 85004 | NONE | PC | DR. MIKE BERENS - TRANSLATIONAL ADULT GILOMA AWARD (1ST PAYMENT). | $300,000 |
| TRANSLATIONAL GENOMICS RESEARCH TGE | |||||||
| 445 N FIFTH ST 600 | PHOENIX | AZ | 85004 | NONE | PC | THE IVY NEUROLOGICAL SCIENCES INTERNSHIP PROGRAM | $102,898 |
| CITY OF HOPE MEDICAL CENTER | |||||||
| 1500 E DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | DR. BROWN - TRANSLATIONAL ADULT GLIOMA AWARD. (2ND PAYMENT) | $300,000 |
| ST JOSEPH'S FOUNDATION | |||||||
| 350 W THOMAS RD | PHOENIX | AZ | 85013 | NONE | PC | supports patient care, medical education, research and community outreach at St. Joseph Hospital. | $368,660 |
| NEURO TRIALS LLC | |||||||
| 2910 NORTH THIRD AVENUE | PHOENIX | AZ | 85013 | NONE | PC | 8TH INSTALLMENT PAYMENT FOR THEIVY BRAIN TUMOR CENTER. | $2,755,000 |
| DAMON RUNYON CANCER RESEARCH FDN | |||||||
| 55 BROADWAY STE 302 | NEW YORK | NY | 10006 | NONE | PC | DR. JOHN PRENSNER - CLINICAL INVESTIGATOR'S AWARD. | $200,000 |
| MAYO CLINIC COLLEGE OF MEDICINE | |||||||
| 200 1ST ST SW | ROCHESTER | MN | 55905 | NONE | PC | REFUND OF UNUSED FUNDS. | -$12,690 |
| COMMON SPIRIT HEALTH FOUNDATION | |||||||
| 185 BERRY ST STE 200 | SAN FRANCISCO | CA | 94107 | NONE | PC | focuses on making health equity a reality across the country. | $5,000 |
| JOHNS HOPKINS HOSPITAL | |||||||
| 1800 ORLEANS STREET | BALTIMORE | MD | 21287 | NONE | PC | DR SCHRECK - EMERGING LEADER AWARD. (2ND PAYMENT) | $250,000 |
| MASSACHUSETTS GENERAL | |||||||
| 55 FRUIT ST | BOSTON | MA | 02114 | NONE | PC | DR. BADR - TRANSLATIONAL ADULT GLIOMA AWARD. (2ND PAYMENT) | $300,000 |
| MD ANDERSON CANCER CENTER | |||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | NONE | PC | DR. CALIN - TRANSLATIONAL ADULT GLIOMA AWARD. (2ND PAYMENT) | $300,000 |
| JOHNS HOPKINS HOSPITAL | |||||||
| 1800 ORLEANS STREET | BALTIMORE | MD | 21287 | NONE | PC | DR. RAMAN - TRANSLATIONAL ADULT GLIOMA AWARD. (2ND PAYMENT) | $298,575 |
| CLEVELAND CLINIC | |||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | NONE | PC | DR. YU - TRANSLATIONAL ADULT GLIOMA AWARD. (2ND PAYMENT) | $300,000 |
| REGENTS OF THE UNIVERSITY OF CALIFO | |||||||
| 1111 FRANKLIN STREET | OAKLAND | CA | 94607 | NONE | PC | DR. BUTOWSKI - TRANSLATIONAL ADULT GLIOMA AWARD (2ND PAYMENT). | $300,000 |
| ARCHBISHOP MITTY HIGH SCHOOL | |||||||
| 5000 MITTY WAY | SAN JOSE | CA | 95129 | NONE | PC | J BENNETT - INTRO TO NEUROSCIENCE COURSE GRADE 12. | $10,000 |
| TRANSLATIONAL GENOMICS RESEARCH TGE | |||||||
| 445 N FIFTH ST 600 | PHOENIX | AZ | 85004 | NONE | PC | REFUND OF UNUSED FUNDS. | -$8,539 |
| SWEDISH HEALTH SERVICES | |||||||
| 1124 COLUMBIA ST STE 110 | SEATTLE | WA | 98104 | NONE | PC | DR. PUCHALSKI - TRANSLATIONAL ADULT GLIOMA AWARD. (2ND PAYMENT) | $300,000 |
| YOUNG LIFE | |||||||
| PO BOX 520 | COLORADO SPRINGS | CO | 80901 | NONE | PC | VAN PURCHASE TO HELP SUPPORT A MISSION DEVOTED TO INTRODUCING ADOLESCENTS TO JESUS CHRIST AND HELPING THEM TO GROW IN THEIR FAITH. | $20,050 |
| GRAY MATTERS FOUNDATION | |||||||
| PO BOX 27106 | SCOTTSDALE | AZ | 85255 | NONE | PC | CURRENT NEEDS: FOUNDATION supportS and empowerS Patients and their loved ones through encouragement Outreach. | $15,000 |
| NEURO TRIALS LLC | |||||||
| 2910 NORTH THIRD AVENUE | PHOENIX | AZ | 85013 | NONE | PC | CEREBROSPINAL FLUID ANALYSIS. | $1,575,000 |
| WOMEN'S BOARD OF BARROW NEUROLOGICA | |||||||
| 2910 N THIRD AVE STE 450 | PHOENIX | AZ | 85013 | NONE | PC | IVY BRAIN TUMOR CENTER. | $25,000 |
| SWEDISH MEDICAL FOUNDATION | |||||||
| 1124 COLUMBIA ST STE 110 | SEATTLE | WA | 98104 | NONE | PC | SUPPORTS RESEARCH AND NONREIMBURSEABLE CLINICAL AND SUPPORTIVE CARE SERVICES. | $5,000 |
| NEURO TRIALS LLC | |||||||
| 2910 NORTH THIRD AVENUE | PHOENIX | AZ | 85013 | NONE | PC | DR. MEHTA - TRANSLATIONAL ADULT GILOMA AWARD (1ST PAYMENT) | $300,000 |
| NEURO TRIALS LLC | |||||||
| 2910 NORTH THIRD AVENUE | PHOENIX | AZ | 85013 | NONE | PC | DR. TOVMASYAN - EMERGING LEADER AWARD (1ST PAYMENT) | $250,000 |
| JOHNS HOPKINS HOSPITAL | |||||||
| 1800 ORLEANS STREET | BALTIMORE | MD | 21287 | NONE | PC | DR. ZHOU - TRANSLATIONAL ADULT GLIOMA AWARD. (1ST PAYMENT) | $300,000 |
| NEURO TRIALS LLC | |||||||
| 2910 NORTH THIRD AVENUE | PHOENIX | AZ | 85013 | NONE | PC | SPECIAL GRANT - FUNDING FOR EMPLOYMENT AND SPECIAL NEEDS. | $4,300,000 |
| STANFORD UNIVERSITY | |||||||
| 450 JANE STANFORD WAY | STANFORD | CA | 94305 | NONE | PC | DR. SOLOMON - EMERGING LEADER AWARD (1ST PAYMENT). | $250,000 |
| STANFORD UNIVERSITY | |||||||
| 450 JANE STANFORD WAY | STANFORD | CA | 94305 | NONE | PC | DR. BEINAT - EMERGING LEADER AWARD (1ST PAYMENT). | $250,000 |
| RUSSION HILL NEIGHBORS | |||||||
| 1819 POLK STREET 221 | SAN FRANCISCO | CA | 94109 | NONE | PC | BUILDING A VIBRANT AND CONNECTED COMMUNITY THROUGH VOLUNTEERISM, ADVOCACY, AND EVENTS. | $2,500 |
| LOYOLA UNIVERSITY OF CHICAGO | |||||||
| 1032 W SHERIDAN RD | CHICAGO | IL | 60660 | NONE | PC | DR. WAINWRIGHT - EMERGING LEADER AWARD (1ST PAYMENT). | $250,000 |
| GRACE SOBER LIVING | |||||||
| 2525 E ARIZONA BILTMORE CIRCLE A113 | PHOENIX | AZ | 85016 | NONE | PC | SCOTT'S PLACE - To transform lives by providing Christ-centered recovery care and housing to people overcoming drug and alcohol addiction. | $10,000 |
| ARIZONA PBS | |||||||
| 555 NORTH CENTRAL AVENUE SUITE 500 | PHOENIX | AZ | 85004 | NONE | PC | To enrich lives by building community connections through trusted journalism, education, entertainment, and diverse programming. | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,470,559 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $297,918 | ExclusionAmt |
| Related Or Exempt Function Incm | $3,618 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,987,533 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,228,907 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,104,575 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME (LOSS) | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $325,711 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $31,840,069 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,108,193 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,948,262 | 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 | GAMBHIR FAMILY TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2242 9TH AVE | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94116 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $255,658 | 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 | $18,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $18,200 | 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 (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | RtRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | 2011-10-01 | $26,625 | $23,680 | 150DB | 0.0591 | $1,574 |
| LEASEHOLD IMPROVEMENTS | 2016-01-05 | $6,177 | $3,806 | 150DB | 0.0590 | $364 |
| FURNITURE & FIXTURES | 2019-04-24 | $3,295 | $2,854 | 200DB | 0.0893 | $294 |
| OFFICE FURNITURE | 2020-02-18 | $777 | $603 | 200DB | 0.0892 | $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 | $53,763 | $252 | $252 |
| Machinery and Equipment | $20,462 | $20,463 | $1 | |
| Improvements | $32,802 | $29,424 | $3,378 | $3,377 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL ADVICE & COUNSEL | CategoryTxt |
| Legal Fees | $33,471 | LegalFeesAmt |
| Net Investment Income | $268 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $33,203 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Rounding | $1 | $2 | |
| 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 | $101,072 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ADVERTISING | $350 | $350 | |
| AUTO EXPENSE | $42 | $42 | |
| BUS. ENT, MEETINGS & CONV | $6,513 | $6,513 | |
| BUSINESS PROMOTION | $5,371 | $5,371 | |
| COMPUTER EXPENSE | $4,783 | $4,783 | |
| DUES & SUBSCRIPTIONS | $28,729 | $28,729 | |
| INSURANCE | $7,568 | $7,568 | |
| LICENSE & FEES | $7,526 | $109 | $7,417 |
| OUTSIDE SERVICES | $81,287 | $81,287 | |
| POSTAGE & DELIVERY | $541 | $541 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME (LOSS) | Desc |
| Revenue And Expenses Per Books | $325,711 | RevenueAndExpensesPerBooksAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES PAYABLE | Desc |
| BOY Book Value | $13,071 | BOYBookValueAmt |
| EOY Book Value | $9,359 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MISCELLANEOUS PROFESSIONAL FEES | CategoryTxt |
| Amt | $656,896 | Amt |
| Net Investment Income | $428,496 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $228,400 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $158,874 | $158,874 |
| PROPERTY TAX | $46,296 | $46,296 |
| TAX ON INVESTMENT INCOME | $355,000 |