The Ivywood Foundation is a private independent foundation designated as a 501(c)(3) organization, located in Bala Cynwyd, Pennsylvania. The foundation was granted tax-exempt status in April 2019. It operates as a grantmaking foundation with a focus on supporting educational and philanthropic initiatives.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.2M
-3.7% YoY
Annual Giving
$431K
+34.5% YoY
Grant Count
25
-32.4% YoY
Avg Grant Size
$17K
+99.1% YoY
Mission & Focus Areas
The foundation's primary funding focus areas include:
- Education
- Science and teacher development
- STEM education
- Human services
- Philanthropy and voluntarism
The foundation has demonstrated particular interest in supporting the Teachers Institute of Philadelphia and educational institutions.
Grantmaking
The foundation made multiple grants in 2023, with at least 17 grants documented in recent filings.
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking focuses primarily on Pennsylvania, New York, and California.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 31, 2023:
- Total Assets: $4,393,772
- Total Revenues: $434,807
- Total Expenses: $357,028
- Total Liabilities: $0
As of December 31, 2022:
- Total Assets: $4,307,356
- Total Revenues: $1,912,868 (significant decrease from prior year)
Investment Holdings (2021):
- Publicly traded securities
- Calvert Short Duration Income Class I
- Calvert Bond Institutional Class
- Calvert Equity Institutional Class
- Calvert International Equity Institutional Class
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,233,108 | $4,393,772 | $4,315,993 |
| Revenue | $302,408 | $434,807 | $2,155,893 |
| Expenses | $463,072 | $357,028 | $1,384,896 |
| Qualifying Distributions | $432,720 | $323,190 | $1,359,757 |
| Net Investment Income | $272,056 | $104,669 | $227,278 |
| Distributable Amount | $267,680 | $254,268 | $225,338 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
73 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
Trustees:
- Rogers Smith (Trustee)
- Mary E. Summers (Trustee)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROGERS M SMITH | TRUSTEE | 5 | — |
| MARY E SUMMERS | TRUSTEE | 5 | — |
Contact Information
Address: 1011 Smith Drive Bala Cynwyd, PA 19004
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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