Nonprofit · EIN 20-1422978
THE IV FUND
Also known as LEWIS IVY TRUSTEE
Tax-exempt · FOLSOM, CA 95630
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $2,193,487 | $4,201,934 | -$2,008,447 | $16,881,233 | $0 | $16,881,233 |
| December 31, 2024 | 990-PF | $2,171,468 | $3,061,093 | -$889,625 | $18,889,680 | $0 | $18,889,680 |
| December 31, 2023 | 990-PF | $6,443,696 | $2,757,518 | $3,686,178 | $19,783,404 | $0 | $19,783,404 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $210,000
- Dividends
- $1,689,413
- Net gain from sales of assets
- $294,074
Expenses
- Grants and similar amounts paid
- $4,078,550
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $4,167,455
- Excise tax on investment income
- $27,494
Balance sheet and other
- Total assets, start of year
- $18,889,680
- Total assets, end of year
- $16,881,233
- Total liabilities, end of year
- $0
- Net assets, end of year
- $16,881,233
- Fair market value of assets
- $69,209,619
- Qualifying distributions
- $4,167,455
- Net investment income
- $1,983,487
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IVY B LEWIS 340 PALLADIO PARKWAY SUITE 540, FOLSOM, CA 95630 | PRESIDENT/DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IVY B LEWIS 340 PALLADIO PARKWAY SUITE 540, FOLSOM, CA 95630 | PRESIDENT/DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| IVY B LEWIS 340 PALLADIO PARKWAY SUITE 540, FOLSOM, CA 95630 | PRESIDENT/DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 340 PALLADIO PKWY STE 540, FOLSOM, CA 95630-8833
- In care of
- % M & N ADVISORY SERVICES
- Signed the 990-PF
- IVY B LEWIS, PRESIDENT
- Phone
- (650) 804-7100
- Website
- THEIVFUND.ORG
- Return prepared by
- APERCEN PARTNERS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 20-1422978 or by the name THE IV FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-1422978
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $16,881,233
- Income (IRS master file)
- $18,908,353
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $2,193,487 | $4,201,934 | $16,881,233 | IRS |
| 990-PF | December 2024 | $2,171,468 | $3,061,093 | $18,889,680 | IRS |
| 990-PF | December 2023 | $6,443,696 | $2,757,518 | $19,783,404 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1422978).
Questions about THE IV FUND
- What is the EIN of THE IV FUND?
- The employer identification number (EIN) of THE IV FUND is 20-1422978.
- Is THE IV FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to THE IV FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE IV FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE IV FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE IV FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE IV FUND?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does THE IV FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,193,487, expenses of $4,201,934 and total assets of $16,881,233 at year end.
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