The Iv Fund (Lewis Ivy Trustee)

The Iv Fund (Lewis Ivy Trustee) is a charitable organization in Folsom, California. Its tax id (EIN) is 20-1422978. It was granted tax-exempt status by IRS in March, 2005. For detailed information such as income and other financial data of The Iv Fund (Lewis Ivy Trustee), refer to the following table.


Profile of The Iv Fund

Organization Name The Iv Fund
Other NameLewis Ivy Trustee
Tax Id (EIN)20-1422978
Address 340 Palladio Pkwy Ste 540, Folsom, CA 95630-8833
In Care of Name M & N Advisory Services
All tax-exempt organizations in zip code 95630
Tax PeriodAssetIncomeRevenue
December, 2013$4,181,575$52,677$0
December, 2015$5,351,315$1,467,724$0
December, 2016$5,822,569$841,104$0
December, 2017$6,810,966$2,020,308$0
December, 2018$7,053,667$771,916$0
December, 2019$7,876,000$1,604,188$0
December, 2020$9,941,466$5,996,022$0
December, 2021$12,037,042$3,275,276$0
December, 2022$16,097,226$13,421,357$0
December, 2023$19,783,404$11,360,923$0
IRS Exempt Status Ruling Date March, 2005
Exempt Status Unconditional Exemption
Deductibility Contributions are deductible
Tax Exempt Classification Philanthropy, Voluntarism and Grantmaking Foundations
Tax Exempt Activity Private Grantmaking Foundations
NTEE CodeT20
Foundation Type Private non-operating foundation
Organization Type Corporation
Organization Classification Charitable Organization
Affiliation Independent - This organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Primary Return(s) Required to File 990 - Not required to file (all other)
Private Foundation Filing Requirement Need to file 990-PF return
Asset Range Reported on Form 990$10,000,000 to 49,999,999
Income Range Reported on Form 990$10,000,000 to 49,999,999
Accounting Period 12