Civic Intelligence

Edna and Fred L Mandel Jr Foundation

EIN 31-1734957 • Chicago, IL

Pub. 78 Eligible
1410 N State Pkwy 26BChicago, IL 60610
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$10M-$25M nonprofits • Source year 2024

Net Margin

71st percentile

22%

Higher net margin than 71% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

29th percentile

$45,000

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

47th percentile

3.2%

Faster asset growth than 47% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

33rd percentile

0.4%

Faster revenue growth than 33% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$12,173,961

Up $380,474 (+3.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$12,173,961

Up $380,474 (+3.2%) from 2023

Revenue

Up

$1,693,054

Up $6,767 (+0.4%) from 2023

Expenses

Up

$1,312,580

Up $148,063 (+13%) from 2023

Net Income

Down

$380,474

Down $141,296 (-27%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2014: $12,772,645Liabilities 2014: $0Net Assets 2014: $12,772,6452014Assets 2015: $13,109,849Liabilities 2015: $0Net Assets 2015: $13,109,8492015Assets 2016: $12,231,340Liabilities 2016: $0Net Assets 2016: $12,231,3402016Assets 2017: $11,754,965Liabilities 2017: $0Net Assets 2017: $11,754,9652017Assets 2018: $11,378,040Liabilities 2018: $0Net Assets 2018: $11,378,0402018Assets 2019: $11,125,564Liabilities 2019: $0Net Assets 2019: $11,125,5642019Assets 2020: $10,928,218Liabilities 2020: $0Net Assets 2020: $10,928,2182020Assets 2021: $11,147,565Liabilities 2021: $0Net Assets 2021: $11,147,5652021Assets 2022: $11,271,717Liabilities 2022: $0Net Assets 2022: $11,271,7172022Assets 2023: $11,793,487Liabilities 2023: $0Net Assets 2023: $11,793,4872023Assets 2024: $12,173,961Liabilities 2024: $0Net Assets 2024: $12,173,9612024

Highlighted filing

2024

Assets$12,173,961
Liabilities$0
Net Assets$12,173,961

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2014: $1,092,567Expenses 2014: $921,927Net Income 2014: $170,6402014Revenue 2015: $1,323,641Expenses 2015: $986,437Net Income 2015: $337,2042015Revenue 2016: $400,739Expenses 2016: $1,279,248Net Income 2016: -$878,5092016Revenue 2017: $540,793Expenses 2017: $1,017,168Net Income 2017: -$476,3752017Revenue 2018: $690,006Expenses 2018: $1,066,931Net Income 2018: -$376,9252018Revenue 2019: $830,589Expenses 2019: $1,083,065Net Income 2019: -$252,4762019Revenue 2020: $913,095Expenses 2020: $1,110,441Net Income 2020: -$197,3462020Revenue 2021: $1,378,121Expenses 2021: $1,158,774Net Income 2021: $219,3472021Revenue 2022: $1,291,569Expenses 2022: $1,167,417Net Income 2022: $124,1522022Revenue 2023: $1,686,287Expenses 2023: $1,164,517Net Income 2023: $521,7702023Revenue 2024: $1,693,054Expenses 2024: $1,312,580Net Income 2024: $380,4742024

Highlighted filing

2024

Revenue$1,693,054
Expenses$1,312,580
Net Income$380,474

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Feb 7, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY DE VOS LAWRIE JRDirector & Secretary-$45,000-$45,000
JUDITH M PIEPERDirector-$45,000-$45,000
EDWIN B RUTHMANDirector & President-$45,000-$45,000
Filing and Contact Details

Filer

Filer Name
Edna and Fred Mandel Jr Foundation
EIN
31-1734957
Phone
3128493682
Address
1410 N STATE PKWY 26B, CHICAGO, IL 60610

Signing Officer

Name
Edwin Ruthman
Title
President
Phone
3128493682
Signed
2025-02-07
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
10 S RIVERSIDE PLAZA 9TH FLOOR, CHICAGO, IL 60606
Preparer
Kimberly a Haumann
Phone
3122071040
Raw XML Appendix343 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt08328
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0FORM 990 PF, PART 1, LINE 13
GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0RETIREMENT PROGRAM DISCLOSURE
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0RETIREMENT PROGRAM DISCLOSUREFOR EACH FULL CALENDAR YEAR OF SERVICE COMMENCING WITH 2004, EACH MEMBER OF THE BOARD SHALL ACCRUE A RETIREMENT BENEFIT OF TWENTY THOUSAND DOLLARS ($20,000) WHICH SHALL BE ADJUSTED BY AN AMOUNT EQUAL TO THE AVERAGE EARNINGS OR LOSSES OF THE INVESTMENT ASSETS OF THE FOUNDATION AS OF DECEMBER 31 OF SUCH YEAR, COMMENCING WITH 2004. THE RETIREMENT BENEFIT AMOUNT WAS ADJUSTED TO FORTY-FIVE THOUSAND DOLLARS ($45,000) EFFECTIVE FOR 2023. THIS WAS UNANIAMOUSLY ADOPTED BY MEMBERS OF THE BOARD AND FULLY DOCUMENTED AS AMENDMENT TO THE DIRECTORS COMPENSATION PLAN. THE BALANCES OF THE ACCRUALS SHALL BE REFLECTED IN NOTATIONAL ACCOUNTS. THE BENEFIT SHALL BE UNFUNDED, AND THE PARTICIPANTS SHALL BE MERE CONTINGENT CREDITORS OF THE FOUNDATION. IN THE EVENT THAT A PARTICIPANT'S SERVICE AS A BOARD MEMBER SHALL TERMINATE OTHER THAN BY DEATH OR LEGAL DISABILITY AS RECOGNIZED BY SECTION 409A OF THE INTERNAL REVENUE CODE PRIOR TO THE RELEVANT DATE SET FORTH BELOW NO BENEFIT SHALL BE PAYABLE UNDER THIS PLAN ("RISK OF FORFEITURE"). UPON ATTAINMENT OF THE DATE INDICATED BELOW FOR EACH PARTICIPANT THE BENEFIT SHALL BECOME NONFORFEITABLE AND SHALL BE PAID IN LUMP SUM WITHIN SIX MONTHS THEREAFTER. BENEFITS THAT ACCRUE FOR A YEAR AFTER THE RELEVANT DATE SET FORTH BELOW SHALL BECOME PAYABLE ON THE JANUARY 1 FOLLOWING SUCH YEAR.HENRY DE VOS LAWRIE, JR. JANUARY 1, 2009JUDITH PIEPER JANUARY 1, 2016EDWIN RUTHMAN JANUARY 1, 2011DIRECTOR AND SECRETARY, HENRY DE VOS LAWRIE, JR. REACHED THEVESTING DATE UNDER THE PLAN (SEE ABOVE). INACCORDANCE WITH THE ABOVE REFERENCED AGREEMENT, MR. LAWRIERECEIVED A LUMP SUM PAYMENT OF HIS PLAN BALANCE. UNDER IRSRULES, THE AMOUNT OF THE PAYMENT MUST BE DISCLOSED ASCOMPENSATION IN PART VIII, COLUMN (C).DIRECTOR AND PRESIDENT, EDWIN B. RUTHMANALSO REACHED THE VESTING DATE UNDER THEPLAN (SEE ABOVE). IN ACCORDANCE WITH THE ABOVEREFERENCED AGREEMENT, MR. RUTHMAN WAS ELIGIBLE TO RECEIVE ALUMP SUM PAYMENT OF HIS PLAN BALANCE. UNDER IRS RULES, THEAMOUNT OF THE PAYMENT MUST BE DISCLOSED AS COMPENSATION INPART VIII, COLUMN (C).DIRECTOR, JUDITH M. PIEPERALSO REACHED THE VESTING DATE UNDER THEPLAN (SEE ABOVE). IN ACCORDANCE WITH THE ABOVEREFERENCED AGREEMENT, MS. PIEPER WAS ELIGIBLE TO RECEIVE ALUMP SUM PAYMENT OF HER PLAN BALANCE. UNDER IRS RULES, THEAMOUNT OF THE PAYMENT MUST BE DISCLOSED AS COMPENSATION INPART VIII, COLUMN (C).
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BONDS & NOTES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt02321484
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt02349592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08844297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt022132450
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0705544
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1103936
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0TWIN LAKE TOTAL RETURN PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ETFS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0788339
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1108066
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0443394
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01210422
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt039238
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01693054
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01693054
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt08328
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01210422
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0135000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0135000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01002611
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01002611
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0443394
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0443394
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0380474
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03327095
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01210422
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01557433
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt077
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt097
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt039238
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt039238
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0135544
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0135544
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt031000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01137611
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0135621
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01312580
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01693054
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01693054
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0135000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0135621
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0309969
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0125610
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11970819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt220244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-19202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt11249868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-20244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-19202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11249868
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-20244
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0106408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt13220687
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0CHARLES SCHWAB SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CHARLES SCHWAB LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2TWIN LAKE TOTAL RETURN PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01210422
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0380474
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt012173961
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt011793487
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012173961
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01177909
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01177909
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01177909
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01199557
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt021648
IRS990PF/DistributableAmountGrp/TotalTaxAmt021648
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010937
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt025085
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt07500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt021648
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt010937
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt021648
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt021648
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt032585
IRS990PF/FMVAssetsEOYAmt025577147
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt032352
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt025493
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt025493
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01576245
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02321484
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02349592
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt08688917
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08844297
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt022132450
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01281663
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0809480
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0896405
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt011793487
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt012173961
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0214310
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0173207
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0173207
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt011793487
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt012173961
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt025577147
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt011793487
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt012173961
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt011793487
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt012173961
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt024356489
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0226679
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt023387766
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0365347
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0742044
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01199557
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt023991142
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt024356489
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0BARTLETT WEALTH MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0135295
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0600 VINE ST SUITE 2100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0CINCINNATI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd045202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt045000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt145000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt245000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HENRY DE VOS LAWRIE JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JUDITH M PIEPER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2EDWIN B RUTHMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR & SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR & PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt010 SOUTH RIVERSIDE PLAZA SUITE 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt110 SOUTH RIVERSIDE PLAZA SUITE 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt210 SOUTH RIVERSIDE PLAZA SUITE 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd060606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd260606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01137611
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01137611
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd00
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0EDWIN B RUTHMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010 SOUTH RIVERSIDE PLAZA SUITE 900
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHICAGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060606
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03128609747
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01002611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RESEARCH ON HYPERTENSION AND ATHEROSCLERIOSIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DUKE UNIVERSITY MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0512 S MANGUM ST 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd027701
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01002611
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0611378
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0526233
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01177909
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01137611
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0566531
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0526233
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL REPORT FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADR FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt177
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt010
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt177
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt210
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt039238
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TWIN LAKE TOTAL RETURN PARTNERS, LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt039238
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt039238
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0135544
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0135544
TaxesSchedule/TaxesDetail/Amt031000
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWIN RUTHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03128493682
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EDNA AND FRED MANDEL JR FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O EDWIN RUTHMAN
ReturnHeader/Filer/BusinessNameControlTxt0EDNA
ReturnHeader/Filer/EIN0311734957
ReturnHeader/Filer/PhoneNum03128493682
ReturnHeader/Filer/USAddress/AddressLine1Txt01410 N STATE PKWY 26B
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060610
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331498605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 S RIVERSIDE PLAZA 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03122071040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY A HAUMANN
ReturnHeader/ReturnTs02025-02-10T11:48:59-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-09-01
ReturnHeader/TaxPeriodEndDt02024-08-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.