2026-02-25T12:45:09-05:00 2025-04-30 KPMG LLP 140 FULLARTON ST STE 1400 LONDON ONTARIO CA N6A 5P2 990 2024-05-01 980661838 Ivey Business School Foundation % ANDREI SANDU IVEY 5196612132 1255 Western Road London Ontario CA N6G 0N1 Andrei Sandu CFO 5196612132 2025-05-06 true true KATHLEEN LI P01506951 5196724880 2025-05-06 2024 2025-03-06 01:10:19Z Andrei Sandu 1255 Western Road London Ontario CA N6G 0N1 24491413 false X WWW.IVEY.CA X Public Fdn 1996 CA ADVANCEMENT OF EDUCATION THROUGH EXECUTIVE TRAINING PROGRAMS & PUBLICATION & DISTRIBUTION OF TEACHING MATERIALS TO SUPPORT IBS at UWO & other educational institutions. 13 5 0 0 0 0 26769953 23859681 0 631732 0 0 26769953 24491413 0 0 0 0 10602837 10426127 0 0 0 14084815 10209158 24687652 20635285 2082301 3856128 23228621 24736271 7712509 5422807 15516112 19313464 X ADVANCEMENT OF EDUCATION THROUGH EXECUTIVE TRAINING PROGRAMS AND THE PUBLICATION AND DISTRIBUTION OF TEACHING MATERIALS TO SUPPORT EDUCATIONAL PROGRAMS FOR THE IVEY BUSINESS SCHOOL AT THE UNIVERSITY OF WESTERN ONTARIO AND OTHER EDUCATIONAL INSTITUTIONS. false false 9683600 13112771 Ivey Academy - The Ivey Academy provides leadership development programs: It is a full service learning and development house, providing University-based executive education with talent assessment, strategy, and behaviour change sustainment. Programs and services delivered include individual and custom training programs (in-person and virtual), learning and development advisory services, talent assessments, coaching and corporate retreats. 5471263 8247749 Ivey Publishing - Ivey Publishing provides business case studies to academic communities, supporting management education around the world. Case writing and case teaching workshops are also provided by Ivey Publishing. 2037378 1396667 Conference Centres - Ivey's conference facility based in Toronto (Ontario), provides classrooms, meeting rooms and food and beverages to Ivey's degree programs and non-degree programs (Ivey Academy) participants as well as to other organizations and the general public. 1972812 1102494 ITC, EdTech, Leadership, JCTWP, WAM 1972812 1102494 19165053 true false false false false false false false false false true true false false true false true false false true true false false false false false false false false true false false false false false false false false false false false false false true false false false true 0 0 0 false true CA false false false false false false X 13 5 false false false false false true true true true true false false false false false false true false X ANDREI SANDU 5196612132 1255 Western Road London Ontario CA N6G 0N1 Alan Shepard Director (President of UWO) 0.0 35.0 X 0 347367 0 Bryan Benjamin Executive Director Ivey Acad 35.0 0.0 X 297764 0 0 Florentine Strzelczyk Director 0.0 35.0 X 0 254784 0 Lynn Logan Director 0.0 35.0 X 0 242941 0 Nicole Haggerty Director 0.0 35.0 X 0 187454 0 Julian Birkinshaw Director (CEO) 0.0 35.0 X X 0 182415 0 Rene Frey Director, Ivey Online 35.0 0.0 X 141958 0 0 Jenny Denniston Director, Intl Publishing 35.0 0.0 X 125850 0 0 Candis McInnes Director, Ivey Publishing 35.0 0.0 X 120753 0 0 Mark McAuley Director 0.0 0.0 X 0 0 0 Deepak Khandelwal Director 0.0 0.0 X 0 0 0 Craig Gilchrist Director 0.0 0.0 X 0 0 0 Marlene McGrath Director (Chairman) 0.0 0.0 X 0 0 0 Erin Craven Director 0.0 0.0 X 0 0 0 Kelly McCann Director 0.0 0.0 X 0 0 0 Timothy MacDonald Director 0.0 0.0 X 0 0 0 Laura Hantho Director 0.0 0.0 X 0 0 0 686325 1214961 0 4 false true false Harvard Business School Publishing 60 Harvard Way Box 230-5 BOSTON MA 021631001 ROYALTIES 1149645 FERNANDO OLIVERA CONSULTANCY INC 1255 WESTERN ROAD LNCPM ROOM 3N50 LONDON ONTARIO CA N6G 0N1 teaching programs 292089 HYPERWALLET SYSTEMS INC 950 GRANVILLE STREET SUITE 300 VANCOUVER BRITISH COLUMBIA CA V6Z 1L2 ROYALTIES 544684 AT FROST CONSULTING INC 1589 MCCLURE DRIVE LONDON ONTARIO CA N6G 2L1 teaching programs 295868 Insendi Limited 21 STATION STREET BRIGHTON 0 UK BN1 4DE Teaching Programs 330307 20 0 CONFERENCE CENTRES 1396667 1396667 IVEY ACADEMY 13112771 13112771 IVEY PUBLISHING 8247749 8247749 OTHER 1102494 1102494 23859681 631732 631732 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 24491413 24491413 0 0 0 0 0 0 10426127 9465702 960425 0 0 0 45206 45206 0 0 0 0 0 1142545 936668 205877 739879 739879 326034 324876 1158 322130 320691 1439 2305270 2305270 838029 647269 190760 481803 465853 15950 0 0 0 0 327504 312289 15215 0 CONFERENCE CENTRE- DIRECT MAT. 424990 424990 0 PROGRAM ACCOM. AND MEALS 1615343 1615343 CASE EDITING 484699 484699 COST OF SALES, IVEY TRADING CO 242761 242761 912965 833557 79408 20635285 19165053 1470232 0 9009307 14098199 0 0 0 0 3551283 3276380 0 0 0 0 1664991 1318375 198386 161595 339697 392405 5064446 4277950 1089457 786496 0 0 7256196 4538226 0 0 0 0 119304 164595 23228621 24736271 4204527 3580718 0 0 1952785 1660729 0 0 0 0 0 0 0 0 0 0 1555197 181360 7712509 5422807 X 15516112 19313464 0 0 15516112 19313464 23228621 24736271 X 3856128 -58776 X false true X true false X X X 1 THE UNIVERSITY OF WESTERN ONTARIO 986001623 2 true 19165054 0 1 19165054 true false false true true false false false false false false false false false false false false true false 3504241 3042388 461853 658306 381526 276780 901899 854036 47863 786496 49426 C GIC - SHORT TERM 0 C GIC 4488800 C 4538226 0 DUE TO THE UNIVERSITY 167829 MISC LIABILITY 13531 181360 24491413 24491413 24491413 20635285 20635285 20635285 North America 1 79 Program Services UNIVERSITY OPERATIONS 20635286 1 79 1 79 20635286 20635286 false false false false false false false false false true true true true false false Alan Shepard Director (President of UWO) 347367 347367 Lynn Logan Director 242941 242941 Julian Birkinshaw Director (CEO) 182415 182415 Nicole Haggerty Director 187454 187454 Florentine Strzelczyk Director 254784 254784 Bryan Benjamin Executive Director Ivey Acad 297764 297764 SCHEDULE J, PART I, LINE 3 The CEO of Ivey Business School Foundation is the Dean of Ivey Business School and an employee of the University of Western Ontario (UWO); compensation isdetermined by UWO following defined policies and approved by UWO's Board of Governors. SCHEDULE J, PART I, LINES 5 and 6 The Ivey Business School Foundation has an incentive program for its key employees. The incentive program is tied to both revenue and profit. A portion of the incentive is tied to the Ivey Performance Scorecard, which includes meeting budgeted surplus for Ivey and its companies. Form 990, Part VI, line 9 Officers, directors and trustees listed in Part VII who cannot be reached at Ivey's mailing address: ERIN CRAVEN - 58 HAMPTON CRESCENT, LONDON, ONTARIO, N6H 2N9; KELLY MCCANN - 216 S HURON ROAD, PO BOX 344, SHAKESPEARE, ONTARIO, N0B 2P0; MARLENE MCGRATH - 676 HILLCREST DR, LONDON, ON N6K 1A9; CRAIG GILCHRIST - 8 GOVERNORS ROAD, TORONTO, ON M4W 2G1; TIMOTHY MACDONALD - 36 BIRCH AVENUE, SUITE 313, TORONTO, ONTARIO M4V 0B5; LAURA HANTHO - 4 GLENDARLING ROAD, ETOBICOKE, ONTARIO, M9A 4G2; MARK MCAULEY - 38 CRESTVIEW DR., KOMOKA ON, N0L 1R0 Form 990, Part VI, Section B, Line 11b Working papers are prepared using supporting papers for the financial statements of Ivey Business School Foundation and submitted to KPMG as support to fill in the tax return. The completed return is reviewed and approved by Ivey Business School Foundation's CFO and then reviewed and signed by the CFO. KPMG files the signed return with the IRS. Form 990, Part VI, Section B, Line 12a Ivey Business School Foundation follows the University of Western Ontario's policies, including Western's conflict of interest policy. The Foundation's Human Resources and Finance staff members ensure compliance with Western's policies. Form 990, Part VI, Section B, Line 15 The CEO of Ivey Business School Foundation is the Dean of Ivey Business School and an employee of the University of Western Ontario (UWO); compensation is determined by UWO following defined policies and approved by UWO's Board of Governors. Salary bands of all staff are determined by human resources in consultation with external compensation specialties; established criteria are used by human resources to determine compensation of all staff including senior management and key employees of the organization and is approved by the Dean and key members of the Executive Committee. Form 990, Part VI, Section C, Line 19 The organization follows Western's policies which are available to the public on their website. The organization is a registered charity, required to annually file a T3010 charity return which includes a copy of the organization's audited financial statements; the financial information is available to the public on the Canada Revenue Agency's website of the charities directorate. University of Western Ontario 1151 Richmond Street London ONTARIO CA N6A 3K7 986001623 EDUCATION CA 501(c)(3) NA false IVEY BUSINESS SCHOOL ASIA LTD 1 HARBOUR ROAD WANCHAI HK 999999999 EDUCATION HK 501(c)(3) UWO false false false false false false false false false false false true true false false false false false false University of Western Ontario L 2990799 Acctg Records University of Western Ontario M 4959848 Acctg Records Ivey Business School Asia Limited M 45561 Acctg Records