2024-11-15T06:34:45-06:00 2023-12-31 941254756 HOOD & STRONG LLP 2580 N 1ST ST STE 460 SAN JOSE CA 95131 990 2023-01-01 043392655 INTERNATIONAL PSYCHOANALYTICAL ASSOCIATION FUND (DELAWARE) INTE 4155190955 UNIT B BOOK HOUSE 261A CITY ROAD LONDON UK EC1V 1AH HARRIET WOLFE PRESIDENT 9494953332 2024-11-14 1 0 MAGA E KISRIEV P01008919 4089988400 2023 2024-10-15 13:58:12Z X HARRIET WOLFE UNIT B BOOK HOUSE 261A CITY ROAD LONDON UK EC1V 1AH 624111 0 X N/A X 1997 DE TO SUPPORT AND ASSIST CANDIDATES THROUGHOUT THE WORLD WITH THEIR PSYCHOANALYTICAL TRAINING. 6 6 0 25 0 0 82344 248100 0 0 105301 132366 424 0 188069 380466 143999 118500 0 0 0 0 0 0 0 60265 66568 204264 185068 -16195 195398 3027906 3474771 81292 60776 2946614 3413995 TO SUPPORT AND ASSIST CANDIDATES THROUGHOUT THE WORLD WITH THEIR PSYCHOANALYTICAL TRAINING. TO FUND RESEARCH IN THE PROMOTION OF PSYCHOANALYSIS. 0 0 118500 118500 0 RESEARCH TRAINING PROGRAMMEGRANTS TO RESEARCHERS EITHER DIRECTLY RESEARCHING PSYCHOANALYSIS OR OTHER MENTAL HEALTH ISSUES WITH PSYCHOANALYTIC TRAITS.CANDIDATE LOAN FUNDINTEREST FREE LOANS TO CANDIDATES TO HELP FUND THEIR PSYCHOANALYTIC TRAINING. REPAYABLE OVER FIVE YEARS ONCE TRAINING IS COMPLETED. 118500 1 1 0 1 0 0 0 0 0 1 0 0 1 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 0 0 0 0 CA X DEANNE THOMAS 4155190955 UNIT B BOOK HOUSE 261A CITY ROAD LONDON UK EC1V 1AH X HARRIET WOLFE PRESIDENT 5.00 5.00 X X 0 0 0 ADRIANA PRENGLER DIRECTOR 5.00 5.00 X 0 0 0 HENK JAN DALEWIJK TREASURER 2.00 5.00 X X 0 0 0 ANDREW TWYNAM SECRETARY 5.00 5.00 X X 0 0 0 SUE KOLOD DIRECTOR 2.00 5.00 X 0 0 0 PAUL CRAKE DIRECTOR 2.00 35.00 X 0 0 0 0 0 0 0 0 0 0 0 248100 248100 66379 66379 309632 243645 65987 65987 65987 380466 0 0 132366 12000 12000 106500 106500 31672 31672 25385 25385 6450 6450 2286 2286 FX LOSSES 775 775 185068 118500 66568 0 253556 372698 77780 79202 54656 48221 2322113 2666582 319801 308068 3027906 3474771 81292 60776 81292 60776 X 2081810 2575043 864804 838952 2946614 3413995 3027906 3474771 X 195398 290899 -18916 X 0 1 X 1 0 X 495 500 82344 248100 331439 495 500 82344 248100 331439 331439 48973 53232 91908 58052 66379 318544 39513 424 39937 689920 0.48040 0.33700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 159683 159683 31937 7984 0 0 10115 27904 35869 31937 105825 158738 2529 6976 8967 7984 26456 39684 0 864804 10100 7370 43322 838952 876584 85212 -24455 72537 864804 919083 4245 -5904 40840 876584 865184 6664 3974 -43261 919083 871830 4444 7469 18559 865184 0.00000 0.00000 1.00000 0 0 0 INVESTMENTS - PROGRAM RELATED 308068 F 308068 X 671365 290899 290899 380466 0 380466 203984 18916 18916 185068 0 185068 PART V, LINE 4: UKRAINE CRISIS EMERGENCY FUND EXISTS TO EXTEND SUPPORT AND SOLIDARITY TO OUR COLLEAGUES AND ALL THOSE CAUGHT AND ALL THOSE CAUGHT UP IN AND AFFECTED BY THE TERRIBLE CONFLICT IN UKRAINE THE IPA FUND RECEIVED DONATIONS FROM IPA MEMBERS TO HELP PAU FOR EPF UKRAINE CRISIS INITIATIVES, DIRECT SUPPORT FOR MEMBERS AND CANDIDATES AFFECTED BY THE CRISIS, GENERAL FUNDING TO HUMANITARIAN ORGANISATIONS AND DIRECT REQUESTS MADE TO THE IPA. THE UKRAINE CRISIS EMERGENCY FUND HELD $18,445 ON 31 DECEMBER 2023. THE FUND FOR RESOLUTION OF INTRACTABLE CONFLICT REFLECTS AMOUNTS RECEIVED FROM THE PRESIDENT TO BE RING-FENCED FOR THE WORK OF A NEW COMMITTEE FOR RESOLUTION OF INTRACTABLE CONFLICT. AS REQUIRED UNDER ARTICLE VII OF THE BYLAWS (INTERESTED DIRECTOR OR OFFICER TRANSACTIONS), THE BOARD (EXCLUDING THE PRESIDENT) CONSIDERED AND AGREED THAT THE DONATION IS FAIR TO IPA FUND AND THAT THE SPENDING OF THE DONATION WILL BE SUBJECT TO IPA'S PROCEDURAL CODE RULES. THE RESTRICTED FUND FOR THE COMMITTEE FOR RESOLUTION OF INTRACTABLE CONFLICT WAS $23,550 ON 31 DECEMBER 2023. THE SIGOURNEY RESEARCH AWARD WAS PRESENTED TO THE RESEARCH COMMITTEE OF THE IPA FOR OUTSTANDING CONTRIBUTION TO PSYCHOANALYSIS AND TO ENABLE THEM TO PROVIDE RESEARCH GRANTS TO OUTSTANDING CANDIDATES. THE IPA LECTURESHIP FUND IS A RESTRICTED FUND, THE INCOME FROM WHICH IS TO BE USED TO FUND TWO PRIZES FOR THE MOST COGENT, RELEVANT AND COMMENDABLE WORK ON THE HOLOCAUST AND GENOCIDE, EITHER CURRENT OR HISTORICAL. THE SECOND PRIZE IS TO BE ,ADE TO AN AUTHOR OF THE BEST PAPER PERTAINING TO TRAUMATISED ADULTS AND CHILDREN OF HOLOCAUST SURVIVORS PUBLISHED IN A BOOK OR IN A RECOGNISED PSYCHOANALYTIC OR OTHER SCIENTIFIC JOURNAL DURING THE TWO YEARS PRECEDING A BIENNIAL INTERNATIONAL CONGREE OF THE IPA. THE CANDIDATE LOANS FUND IS A DONATION RECEIVED FROM INTERNATIONAL PSYCHOANALYTICAL ASSOCIATION SPECIFICALLY IN ORDER TO FUND CANDIDATE LOANS BEING PAID IN FUTURE YEARS BY THE INTERNATIONAL PSYCHOANALYTICAL ASSOCIATION FUND (DELAWARE). PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX ON RELATED INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND HAS BEEN CLASSIFIED AS AN ORGANIZATION WHICH IS NOT A PRIVATE FOUNDATION AS DEFINED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI) OF THE CODE. IN ADDITION, THE ORGANIZATION IS SUBJECT TO TAX ON UNRELATED BUSINESS INCOME GENERATED BY ITS INVESTMENTS. THE ORGANIZATION FOLLOWS THE GUIDANCE OF FASB ASC TOPIC 740 - ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. AS OF DECEMBER 31, 2023, MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDE THAT THE ORGANIZATION HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. PART XII, LINE 2D - OTHER ADJUSTMENTS: PROVISION FOR BAD DEBT EXPENSE 22,916. RETURNED GRANTS -4,000. 1 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANTMAKING 74500 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 GRANTMAKING 18000 MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 GRANTMAKING 4000 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 0 0 PROGRAM-RELATED INVESTMENTS 6667 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 PROGRAM-RELATED INVESTMENTS 15000 SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 0 0 PROGRAM-RELATED INVESTMENTS 18334 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 5000 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 5000 0 0 0 0 0 0 146501 0 146501 RESEARCH GRANTS EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIU 8 74500 BANK TRANSFER CONGRESS PRIZE MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 1 4000 BANK TRANSFER RESEARCH GRANT SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, 3 18000 BANK TRANSFER RESEARCH GRANT EAST ASIA AND THE PACIFIC 1 5000 BANK TRANSFER CONGRESS PRIZE SUB-SAHARAN AFRICA 1 5000 BANK TRANSFER 1 0 0 0 0 0 PART I, LINE 2: GRANTS AWARDED UNDER THE IPA RESEARCH GRANTS PROGRAMME WILL NOT BE TRANSFERRED TO INDIVIDUALS AND ONLY TO AN ORGANIZATION OR INSTITUTION CAPABLE OF ADMINISTERING THE FUNDS, WHICH THE IPA REFERS TO AS THE RESPONSIBLE AUTHORITY. GRANTS ARE AWARDED FOR A 12 MONTH DURATION, UNLESS AN EXTENSION IS APPROVED. AFTER THE 12 MONTH DURATION OF THE GRANT, THE CONDITIONS OF THE GRANT PROGRAMMES REQUIRES TWO REPORTS: A SCIENTIFIC/TECHNICAL REPORT FROM THE PRINCIPAL INVESTIGATOR (PI) AND A FISCAL REPORT FROM THE RESPONSIBLE AUTHORITY THAT CONFIRMS THE EXPENDITURE IN THE PI'S REPORT IS CORRECT, AND CONFIRMATION THAT THE RESPONSIBLE AUTHORITY WILL RETURN ANY FUNDS NOT USED FOR THE SPECIFIC PURPOSES OUTLINED IN THE LETTER OF THE GRANT. LOANS TO CANDIDATES IN IPA TRAINING INSTITUTES. INSTITUTES MUST VERIFY CANDIDATE IS IN TRAINING WITH THEM AND THEN INFORM IPA FUND WHEN THEY COMPLETE TRAINING AND GRADUATE OR DROP OUT OF TRAINING. 1 REASEARCH GRANTS 3 12000 PART I, LINE 2: GRANTS AWARDED UNDER THE IPA RESEARCH GRANTS PROGRAMME WILL NOT BE TRANSFERRED TO INDIVIDUALS AND ONLY TO AN ORGANIZATION OR INSTITUTION CAPABLE OF ADMINISTERING THE FUNDS, WHICH THE IPA REFERS TO AS THE RESPONSIBLE AUTHORITY. GRANTS ARE AWARDED FOR A 12 MONTH DURATION, UNLESS AN EXTENSION IS APPROVED. AFTER THE 12 MONTH DURATION OF THE GRANT, THE CONDITIONS OF THE GRANT PROGRAMMES REQUIRES TWO REPORTS: A SCIENTIFIC/TECHNICAL REPORT FROM THE PRINCIPAL INVESTIGATOR (PI) AND A FISCAL REPORT FROM THE RESPONSIBLE AUTHORITY THAT CONFIRMS THE EXPENDITURE IN THE PI'S REPORT IS CORRECT, AND CONFIRMATION THAT THE RESPONSIBLE AUTHORITY WILL RETURN ANY FUNDS NOT USED FOR THE SPECIFIC PURPOSES OUTLINED IN THE LETTER OF THE GRANT. FORM 990, PART VI, SECTION A, LINE 7A INTERNATIONAL PSYCHOANALYTICAL ASSOCIATION (IPA), A UK REGISTERED CHARITY, IS DESIGNATOR FOR BOARD APPOINTMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE TAXPAYER'S ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE CORPORATE OFFICE. UPON REVIEW, THE CORPORATE OFFICE FORWARDED THE FORM 990 TO THE BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS AND OFFICERS ARE REQUESTED TO DISCLOSE ANY CONFLICT OF INTEREST ON THE AGENDA OF A BOARD MEETING. THEY THEN CANNOT TAKE PART IN ANY VOTE ON THAT ISSUE IF A CONFLICT EXISTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF TIME SET FORTH IN 6104(D). FORM 990, PART XI, LINE 9: PROVISION FOR BAD DEBT EXPENSE -22,916. RETURNED GRANTS 4,000. INTERNATIONAL PSYCHOANALYTICAL ASSOCIATION UNIT B BOOK HOUSE 261A CITY ROAD LONDON UK EC1V 1AH ADVANCEMENT OF THE PROFESSION OF PSYCHOANALYSIS. UK 501(C)(3) N/A 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1