Civic Intelligence

Edna and Fred L Mandel Jr Foundation

990PF • Fiscal year 2014 • EIN 31-1734957

Sep 01, 2013 to Aug 31, 2014 • Filed on Jan 15, 2015

Organization Profile
10 South Riverside Plaza No 90060606

(312) 849-3682

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

16th percentile

0.00x

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

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

21st percentile

$24,965

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

$12,772,645

No earlier filing loaded for comparison.

Net Assets

$12,772,645

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin70th percentile

Revenue

$1,092,567

No earlier filing loaded for comparison.

Expenses

$921,927

No earlier filing loaded for comparison.

Net Income

$170,640

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2014

Assets$12,772,645
Liabilities$0
Net Assets$12,772,645
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$1,092,567
Expenses$921,927
Net Income$170,640
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jan 15, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HENRY DE VOS LAWRIE JRDirector & Secretary-$24,190$775$24,965
JUDITH M PIEPERDirector-$0$20,932$20,932
EDWIN B RUTHMANDirector & President-$0$323$323
Filing and Contact Details

Filer

EIN
31-1734957
Phone
3128493682

Signing Officer

Name
Edwin Ruthman
Title
President
Phone
3128493682
Signed
2015-01-15
Discuss with paid preparer
Yes

Preparer

Preparer
Kimberly a Haumann
Phone
3122071040
Raw XML Appendix391 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/Amt04800
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt04800
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 BENEFITOF TWENTY THOUSAND DOLLARS ($20,000) WHICH SHALL BEADJUSTED BY AN AMOUNT EQUAL TO THE AVERAGE EARNINGS ORLOSSES OF THE INVESTMENT ASSETS OF THE FOUNDATION AS OFDECEMBER 31 OF SUCH YEAR, COMMENCING WITH 2004. THEBALANCES OF THE ACCRUALS SHALL BE REFLECTED IN NOTATIONALACCOUNTS. THE BENEFIT SHALL BE UNFUNDED, AND THEPARTICIPANTS SHALL BE MERE CONTINGENT CREDITORS OF THEFOUNDATION. IN THE EVENT THAT A PARTICIPANT'S SERVICE AS ABOARD MEMBER SHALL TERMINATE OTHER THAN BY DEATH OR LEGALDISABILITY AS RECOGNIZED BY SECTION 409A OF THE INTERNALREVENUE CODE PRIOR TO THE RELEVANT DATE SET FORTH BELOW NOBENEFIT SHALL BE PAYABLE UNDER THIS PLAN ("RISK OF FORFEITURE").UPON ATTAINMENT OF THE DATE INDICATED BELOW FOREACH PARTICIPANT THE BENEFIT SHALL BECOME NONFORFEITABLE ANDSHALL BE PAID IN LUMP SUM WITHIN SIX MONTHS THEREAFTER.BENEFITS THAT ACCRUE FOR A YEAR AFTER THE RELEVANT DATE SETFORTH BELOW SHALL BECOME PAYABLE ON THE JANUARY 1 FOLLOWINGSUCH 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).
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BONDS & NOTES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt01989683
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt02049556
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08705945
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3127613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0TALON OPPORTUNITY PARTNERS, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1TALON TOTAL RETURN FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2TALON INTERNATIONAL SELECT FUND, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3ALTERNATIVE INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0912059
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11147542
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3127115
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
IRS990PF/AddressChangeInd0X
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd018
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01092567
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt04800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04800
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0633016
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt024190
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0777651
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0777651
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0429936
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0429936
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0170640
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt03116008
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0633016
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0986527
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0113
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt013105
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0921927
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01092567
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01933
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01933
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02013-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12013-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22013-09-30
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42013-09-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02625133
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt159279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt239662
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-35507
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt478707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0490875
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt159279
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt239662
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt478707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt03116008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED STOCKS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1FROM PASSTHROUGH ENTITY-BW OPPORTUNITY PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2FROM PASSTHROUGH ENTITY-TWIN LAKES TOTAL RETURN PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3FROM PASSTHROUGH ENTITY-INTERNATIONAL SELECT PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4GAIN RECOGNIZED ON SALE OF INTERNATIONAL SELECT PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02014-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12014-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22014-08-31
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt012772645
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0844280
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0844280
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0864011
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IRS990PF/DistributableAmountGrp/TotalTaxAmt019731
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt012772645
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt120000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt0775
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt1932
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt2323
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/AddressLine1010 SOUTH RIVERSIDE PLAZA SUITE 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1110 SOUTH RIVERSIDE PLAZA SUITE 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1210 SOUTH RIVERSIDE PLAZA SUITE 900
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City1CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City2CHICAGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode060606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode160606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode260606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0885715
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0895580
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0821303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0767596
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0641426
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0582198
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0837904
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051256
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.052179
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.045880
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.041517
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045107
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.071599
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt09865
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt017280224
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt015740247
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt016730624
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt015449736
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt012907043
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt011702793
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0803774
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.256282
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0803774
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0803774
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0803774
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/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/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0EDWIN B RUTHMAN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1010 SOUTH RIVERSIDE PLAZA SUITE 900
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0CHICAGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode060606
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/Amt0777651
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RESEARCH ON HYPERTENSION AND ATHEROSCLERIOSIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10DUKE UNIVERSITY MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10512 S MANGUM ST 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0DURHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode027701
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0777651
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/AppliedToCurrentYearAmt026123
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0777651
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0844280
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0803774
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0818157
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0777651
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ANNUAL REPORT FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt198
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt037462
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-255
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2-7592
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TALON TOTAL RETURN FUND, LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1TOTAL OPPORTUNITY PARTNERS, LP
OtherIncomeSchedule2/OtherIncomeDetail/Desc2TOTAL INTERNATIONAL SELECT PARTNERS, LP
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt037462
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-255
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt2-7592
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt037462
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-255
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-7592
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0100135
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0100135
TaxesSchedule/TaxesDetail/Amt012000
TaxesSchedule/TaxesDetail/Amt11105
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11105
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWIN RUTHMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03128493682
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10EDNA AND FRED MANDEL JR FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine20C/O EDWIN RUTHMAN
ReturnHeader/Filer/BusinessNameControlTxt0EDNA
ReturnHeader/Filer/EIN0311734957
ReturnHeader/Filer/PhoneNum03128493682
ReturnHeader/Filer/USAddress/AddressLine1010 SOUTH RIVERSIDE PLAZA NO 900
ReturnHeader/Filer/USAddress/City0CHICAGO
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060606
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381357951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1010 S RIVERSIDE PLAZA 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode060606
ReturnHeader/PreparerPersonGrp/PhoneNum03122071040
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY A HAUMANN
ReturnHeader/ReturnTs02015-01-21T10:41:59-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,772,645
Liabilities
$0
Net assets
$12,772,645
Revenue
$1,092,567
Expenses
$921,927
Net income
$170,640
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$1.69$1.31$0.38
2023Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$1.69$1.16$0.52
2022Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$1.29$1.17$0.12
2021Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$1.38$1.16$0.22
2020Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$0.91$1.11$0.20
2019Detailed filing. Detailed filing data is available for this year.$11.1$0.00$11.1$0.83$1.08$0.25
2018Detailed filing. Detailed filing data is available for this year.$11.4$0.00$11.4$0.69$1.07$0.38
2017Detailed filing. Detailed filing data is available for this year.$11.8$0.00$11.8$0.54$1.02$0.48
2016Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$0.40$1.28$0.88
2015Detailed filing. Detailed filing data is available for this year.$13.1$0.00$13.1$1.32$0.99$0.34
2014Detailed filing. Detailed filing data is available for this year.$12.8$0.00$12.8$1.09$0.92$0.17