Civic Intelligence

Erdle Foundation

990PF • Fiscal year 2023 • EIN 23-7002682

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 22, 2024

Organization Profile
16622 Sweet Bay DriveDelray Beach, FL 33445

(585) 750-9200

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$4,897,638

Down $31,140 (-0.6%) from 2022

Net Assets

Down

$4,897,638

Down $31,140 (-0.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Up

$207,292

Up $116,835 (+129%) from 2022

Expenses

Down

$235,358

Down $239,335 (-50%) from 2022

Net Income

Up

-$28,066

Up $356,170 (+93%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $4,221,210Liabilities 2010: $0Net Assets 2010: $4,221,2102010Assets 2011: $4,326,510Liabilities 2011: $0Net Assets 2011: $4,326,5102011Assets 2012: $4,614,535Liabilities 2012: $0Net Assets 2012: $4,614,5352012Assets 2013: $4,822,167Liabilities 2013: $0Net Assets 2013: $4,822,1672013Assets 2020: $5,092,438Liabilities 2020: $0Net Assets 2020: $5,092,4382020Assets 2021: $5,332,923Liabilities 2021: $0Net Assets 2021: $5,332,9232021Assets 2022: $4,928,778Liabilities 2022: $0Net Assets 2022: $4,928,7782022Assets 2023: $4,897,638Liabilities 2023: $0Net Assets 2023: $4,897,6382023Assets 2024: $5,086,368Liabilities 2024: $0Net Assets 2024: $5,086,3682024

Highlighted filing

2023

Assets$4,897,638
Liabilities$0
Net Assets$4,897,638
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$500K$0-$500KExpenses 2010: $148,3082010Expenses 2011: $202,3342011Expenses 2012: $194,5022012Revenue 2013: $409,065Expenses 2013: $187,916Net Income 2013: $221,1492013Revenue 2020: $288,609Expenses 2020: $342,857Net Income 2020: -$54,2482020Revenue 2021: $470,869Expenses 2021: $222,659Net Income 2021: $248,2102021Revenue 2022: $90,457Expenses 2022: $474,693Net Income 2022: -$384,2362022Revenue 2023: $207,292Expenses 2023: $235,358Net Income 2023: -$28,0662023Revenue 2024: $409,080Expenses 2024: $227,184Net Income 2024: $181,8962024

Highlighted filing

2023

Revenue$207,292
Expenses$235,358
Net Income-$28,066
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 22, 2024
Return Version
2023v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
TIFFANY D ERDLE MEYERSecretary-$12,000-$12,000
HARVEY B ERDLEPresident-$0--
BRENDA E MOSSDirector-$0--
LEE C MOSSVice President-$0--
NADINE L ERDLEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Erdle Foundation
EIN
23-7002682
Phone
5857509200
Address
16622 SWEET BAY DRIVE, DELRAY BEACH, FL 33445

Signing Officer

Name
Harvey Erdle
Title
President
Phone
5857509200
Signed
2024-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Bonadio & Co Llp
Address
171 SULLYS TRAIL, PITTSFORD, NY 14534
Preparer
Danielle Kitterman
Phone
5853811000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6261466
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt8292093
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9105412
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1057551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11233307
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt12173957
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13230821
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1494955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15649249
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0BLACKSTONE REAL ESTATE INCOME TRUST INC. CLASS D
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1TWEEDY BROWNE GLOBAL VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2VANGUARD RUSSELL 1000 GROWTH ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3VIRTUS EQUITY TR KAR SMALL MID I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4HAWK RIDGE PARTNERS OFFSHORE LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5STEELHEAD PATHFINDER FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6MONARCH CAPITAL PARTNERS OFFSHORE V LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CORRE OPPORTUNITIES OFFSHORE FUND LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8AMERICAN FUNDS NEW PERSPECTIVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VANGUARD RUSSELL 2000 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10SCHWAB SHORT TERM US TREASURY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11GQG PARTNERS EMERGING MARKETS EQUITY INST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12HINES GLOBAL INCOME TRUST INC. CLASS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13SEG PARTNERS OFFSHORE LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14MONARCH CAPITAL PARTNERS OFFSHORE VI LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15SCHWAB US DIVIDEND EQUITY ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0218339
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1211648
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2438745
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3155162
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4389095
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5330205
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6261466
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7197523
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8262680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt996752
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1057898
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11263319
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12158119
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13239750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1494955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15663168
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0183515
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt020094
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0533
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL REFUND OF EXCISE TAX
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt03150
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0204142
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt03150
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0207292
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt011440
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt011440
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt020094
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0180954
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0180954
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0183515
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0183515
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-28066
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01681777
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0533
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0533
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt020094
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0174450
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01080
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt01080
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt03150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt029147
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt029339
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0545
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0545
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0205474
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt029692
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0235358
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0204142
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0207292
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt024520
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt029692
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt054404
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02022-08-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32022-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42022-12-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-06-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72021-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82021-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92021-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102020-11-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112020-05-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122021-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132021-07-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142022-04-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152022-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162022-06-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172022-07-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182022-08-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192022-09-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202022-09-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212022-10-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222020-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232021-12-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242022-01-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252020-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262022-02-01

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,897,638
Liabilities
$0
Net assets
$4,897,638
Revenue
$207,292
Expenses
$235,358
Net income
-$28,066
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.41$0.23$0.18
2023Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.21$0.24$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.09$0.47$0.38
2021Detailed filing. Detailed filing data is available for this year.$5.33$0.00$5.33$0.47$0.22$0.25
2020Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.29$0.34$0.05
2013Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.41$0.19$0.22
2012Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.19
2011Detailed filing. Detailed filing data is available for this year.$4.33$0.00$4.33$0.20
2010Detailed filing. Detailed filing data is available for this year.$4.22$0.00$4.22$0.15