Nonprofit · EIN 87-4326877
IVM FOUNDATION
Tax-exempt · RHINEBECK, NY 12572
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $26,211,756 | $281,374 | $25,930,382 | $14,167,873 | $0 | $14,167,873 |
| December 31, 2024 | 990-PF | $2,663,568 | $159,790 | $2,503,778 | $3,612,962 | $0 | $3,612,962 |
| December 31, 2023 | 990-PF | $1,281,077 | $167,493 | $1,113,584 | $1,109,184 | $0 | $1,109,184 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $15,414,380
- Dividends
- $344,350
- Net gain from sales of assets
- $10,453,026
Expenses
- Grants and similar amounts paid
- $233,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $233,000
- Excise tax on investment income
- $149,411
Balance sheet and other
- Total assets, start of year
- $3,612,962
- Total assets, end of year
- $14,167,873
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,167,873
- Fair market value of assets
- $25,182,411
- Qualifying distributions
- $233,000
- Net investment income
- $10,797,376
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 |
|---|---|---|---|
| JASON DALO 87-14 158TH AVENUE, HOWARD BEACH, NY 11414 | PRESIDENT | 0 | $0 |
| ANDREW KATZENBERG 1717 K STREET NW, WASHINGTON, DC 20006 | TREASURER / SECRETARY | 0 | $0 |
| ILLIANA VAN MEETEREN 96 MEADOWS DRIVE, RHINEBECK, NY 12572 | DIRECTOR | 0 | $0 |
| VICKI HAAK 88 EAST MARKET STREET, RHINEBECK, NY 12572 | VICE PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JASON DALO 87-14 158TH AVENUE, HOWARD BEACH, NY 11414 | PRESIDENT | 0 | $0 |
| ANDREW KATZENBERG 1717 K STREET NW, WASHINGTON, DC 20006 | TREASURER / SECRETARY | 0 | $0 |
| ILLIANA VAN MEETEREN 96 MEADOWS DRIVE, RHINEBECK, NY 12572 | DIRECTOR | 0 | $0 |
| VICKI HAAK 88 EAST MARKET STREET, RHINEBECK, NY 12572 | VICE PRESIDENT | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JASON DALO 87-14 158TH AVENUE, HOWARD BEACH, NY 11414 | PRESIDENT | 0 | $0 |
| ANDREW KATZENBERG 1717 K STREET NW, WASHINGTON, DC 20006 | TREASURER / SECRETARY | 0 | $0 |
| ILLIANA VAN MEETEREN 96 MEADOWS DRIVE, RHINEBECK, NY 12572 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 96 MEADOWS DR, RHINEBECK, NY 12572-1965
- In care of
- % DORFMAN MIZRACH & THALER LL
- Signed the 990-PF
- JASON DALO, PRESIDENT
- Phone
- (410) 580-4320
- Return prepared by
- DORFMAN MIZRACH & THALER LLP
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
- 87-4326877
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $14,167,873
- Income (IRS master file)
- $26,526,091
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $26,211,756 | $281,374 | $14,167,873 | XML |
| 990-PF | December 2024 | $2,663,568 | $159,790 | $3,612,962 | XML |
| 990-PF | December 2023 | $1,281,077 | $167,493 | $1,109,184 | XML |
| 990-PF | December 2022 | – | – | – | 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 87-4326877).
Questions about IVM FOUNDATION
- What is the EIN of IVM FOUNDATION?
- The employer identification number (EIN) of IVM FOUNDATION is 87-4326877.
- Is IVM FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to IVM FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does IVM FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of IVM FOUNDATION 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 IVM FOUNDATION 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 IVM FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does IVM FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $26,211,756, expenses of $281,374 and total assets of $14,167,873 at year end.
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