Ivy Fund in Waltham, Massachusetts (MA)

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Ivy Fund
Employer Identification Number (EIN)043392239
Name of OrganizationIvy Fund
In Care of NameCourtney Ogg Mancuso Trustee
Address33 Irving St, Waltham, MA 02451-0758
ActivitiesGiving information or opinion (see also Advocacy)
SubsectionCharitable Organization
Ruling Date08/1998
DeductibilityContributions are deductible
FoundationPrivate operating foundation (other)
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period08/2012
Assets$1 to $9,999
Income$1 to $9,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$16
Amount of Income$2,250
Form 990 Revenue Amount$1,688
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations


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Amount of income in 2012: $2,250 (it was $1,688 in 2011)
Ivy Fund: 

 $2,250
Other organizations performing similar types of work: 

 $120,021

Assets in 2012: $16 (it was $35 in 2011)
This organization: 

 $16
Other organizations performing similar types of work: 

 $470,342

Expenses in 2011: $1,721
Ivy Fund: 

 $1,721
Other organizations performing similar types of work: 

 $61,754

Income to expenses ratio in 2011: 1.3
This organization: 

 1.3
Other organizations performing similar types of work: 

 2.0

Grants share in income in 2011: 94.5%
Ivy Fund: 

 94.5%
Other organizations performing similar types of work: 

 0.0%

Financial snapshot ($)

Revenue for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$1,688$0$1,688
Contributions, gifts, grants, etc., received$1,596
Interest on savings and temporary cash investments$0
Dividends and interest from securities$0
Gross rents$0
Gross profit from sales of goods$92
Gross sales less returns and allowances$92
Less: Cost of goods sold$0
Other income$0
Total expenses and disbursements$1,721$0$0$0
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$1,721$0$0
Contributions, gifts, grants paid$0
Excess of revenue over expenses and disbursements$-33
Net investment income$0
Adjusted net income$1,688
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$35$35
Cash - non-interest-bearing$35
Investments-U.S. and state government obligations$0
Investments-corporate stock$0
Investments-corporate bonds$0
Investments-mortgage loans$0
Investments-other$0
Total liabilities$0
Total liabilities and net assets/fund balances$35
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$0
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$0
Total credits and payments$0
Any penalty for underpayment of estimated tax$0
Tax due$0
Amount to be credited to 2012 estimated tax$0
Statements Regarding Activities (for 2011)
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?No
Was there a liquidation, termination, dissolution, or substantial contraction during the year?No
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2011 or the taxable year beginning in 2011?Yes
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?No
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?No
Furnish goods, services, or facilities to (or accept them from) a disqualified person?No
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?No
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?No
Agree to pay money or property to a government official?No
At the end of tax year 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?No
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?No
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?No
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?No
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?No
Provide a grant to an individual for travel, study, or other similar purposes?No
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?No
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?No
Minimum Investment Return (for 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$29
Net value of noncharitable-use assets$0
Minimum investment return$0
Distributable Amount (for 2011)
Distributable amount$0
Undistributed Income (for 2011)
Distributable amount for 2011$0
Undistributed income for 2011. This amount must be distributed in 2012$0
Private Operating Foundations (for 2011)
2011201020092008Total
The lesser of the adjusted net income or the minimum investment return$0$4$5$41$50
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$1$0$0$0$1
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$1,688$2,369$1,312$3,533$8,902
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$1,688$2,369$1,323$3,533$8,913
Gross investment income$0$0$0$0$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Twenty Plus Foundation Inc314 Commonwealth Ave Unit 2, Boston, MA 02115-2140MA1998-01$15,022,560
2The Poss Family Foundation450 Warren St, Brookline, MA 02445-5907MA1998-04$3,468,602
3The Bressler Family Foundation, Bressler Karen Ttee776 Boylston St Unit E10d, Boston, MA 02199-7847MA1997-07$2,530,888
4Wilson Caruso Charitable Foundation, Caruso Judith & R & P Wilson Ttees315 Clapboardtree St, Westwood, MA 02090-2907MA1998-04$1,515,184
5The Elizabeth T Fessenden Charitable Foundation100 High St Ste 1000, Boston, MA 02110-2318MA1996-05$1,092,635
6Salem Five Charitable Foundation Inc210 Essex St, Salem, MA 01970-3705MA1997-06$684,361
7Seamens Longpoint Charitable Foundation Inc350 Route 6, North Truro, MA 02652MA1997-09$426,860
8William E & Janet Burrows James Foundation Tr, James William E & Janet B Ttees160 Federal St, Boston, MA 02110-1700MA1998-12$208,029
9The@roger And Myrna Landay Charitable FoundationPO BOX 140, Mansfield, MA 02048-0140MA1998-01$152,257
10Arthur Griffin Foundation For Winchester, Peter Segerstrom TteeC/O Helen Babcock 5 Myrtle Street, Winchester, MA 01890MA1998-06$108,688
11Russell And Richardson Family Foundation IncPO BOX 51400, Boston, MA 02205-1400MA1997-10$52,773
12The Moses And Minna G Alpers 1990 Charitable Trust, Paula M Bianchi Ttee16 Birch Rd 01984, Wenham, MA 01984-1902MA1995-02$19,831
13The Patriot Foundation1330 Boylston St Ste 510, Chestnut Hill, MA 02467-2111MA1998-06$18,753
14The@ray And Karyn Hendrickson Foundation, Hendrickson Ray E Ttee300 Crown Colony Dr Ste 400, Quincy, MA 02169-0904MA1998-03$17,010
15Susan & Lawrence Bailis Family Foundation133 Brattle St, Cambridge, MA 02138-2201MA1997-10$7,970
16Richard E Griffin Family Foundation Inc101 Federal St Ste 650, Boston, MA 02110-1817MA1997-06$2,500
17Westborough Savings Charitable Foundation Inc42 Main St, Hudson, MA 01749-2123MA1997-09$1,689
18American Foundation For The Disabled Of Chernobyl Inc17 Aspinwall Ave Apt 2, Brookline, MA 02446-6440MA1998-08$0
19City Of Presidents Fund Inc100 Southern Artery, Quincy, MA 02170-3835MA1990-10$0
20Emmanuel Evangelical Church Inc22 Park Ter, Everett, MA 02149-2516MA1995-05$0
Number of organizations performing similar types of work
Alabama57
Arkansas13
Arizona25
California194
Colorado52
Connecticut33
District of Columbia19
Delaware17
Florida265
Georgia95
Hawaii12
Iowa17
Idaho7
Illinois126
Indiana58
Kansas19
Kentucky18
Louisiana33
Massachusetts75
Maryland77
Maine8
Michigan100
Minnesota45
Missouri17
Mississippi18
Montana7
North Carolina122
North Dakota2
Nebraska18
New Hampshire11
New Jersey112
New Mexico4
Nevada17
New York230
Ohio138
Oklahoma29
Oregon20
Pennsylvania166
Rhode Island22
South Carolina27
South Dakota2
Tennessee51
Texas160
Utah24
Virginia74
Vermont8
Washington23
Wisconsin52
West Virginia16
Wyoming7
International2
Total2,744

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