Civic Intelligence

Edelman Family Foundation C/O Mariner Wealth Advisors

EIN 37-6624335 • New York, NY

1500 BROADWAY Suite FL 27New York, NY 10036
Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Net Margin

2nd percentile

-236%

Higher net margin than 2% of similar nonprofits.

$50M-$100M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$50M-$100M nonprofits • Source year 2024

Asset Growth

6th percentile

-12%

Faster asset growth than 6% of similar nonprofits.

$50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$74,876,099

Down $10,449,690 (-12%) from 2023

Liabilities

Up

$15,865

Up $15,864 (+1586400%) from 2023

Net Assets

Down

$74,860,234

Down $10,465,555 (-12%) from 2023

Operations
Liabilities / Revenue16th percentileNet Margin2nd percentile

Revenue

Up

$4,399,181

Up $4,603,520 (+2253%) from 2023

Expenses

Up

$14,765,997

Up $3,572,372 (+32%) from 2023

Net Income

Up

-$10,366,816

Up $1,031,148 (+9.0%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth6th percentile

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

$150M$100M$50M$0Assets 2017: $56,152,454Liabilities 2017: $0Net Assets 2017: $56,152,4542017Assets 2018: $64,000,799Liabilities 2018: $0Net Assets 2018: $64,000,7992018Assets 2019: $69,006,381Liabilities 2019: $1Net Assets 2019: $69,006,3812019Assets 2020: $81,837,172Liabilities 2020: $1Net Assets 2020: $81,837,1722020Assets 2021: $102,766,395Liabilities 2021: $1Net Assets 2021: $102,766,3952021Assets 2022: $96,654,912Liabilities 2022: $1Net Assets 2022: $96,654,9122022Assets 2023: $85,325,789Liabilities 2023: $1Net Assets 2023: $85,325,7892023Assets 2024: $74,876,099Liabilities 2024: $15,865Net Assets 2024: $74,860,2342024

Highlighted filing

2024

Assets$74,876,099
Liabilities$15,865
Net Assets$74,860,234
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40M$20M$0-$20MRevenue 2017: $30,515,677Expenses 2017: $1,373,637Net Income 2017: $29,142,0402017Revenue 2018: $11,310,945Expenses 2018: $3,494,397Net Income 2018: $7,816,5482018Revenue 2019: $9,545,564Expenses 2019: $4,578,463Net Income 2019: $4,967,1012019Revenue 2020: $19,965,159Expenses 2020: $7,102,688Net Income 2020: $12,862,4712020Revenue 2021: $29,401,233Expenses 2021: $8,638,294Net Income 2021: $20,762,9392021Revenue 2022: $2,963,154Expenses 2022: $9,052,453Net Income 2022: -$6,089,2992022Revenue 2023: -$204,339Expenses 2023: $11,193,625Net Income 2023: -$11,397,9642023Revenue 2024: $4,399,181Expenses 2024: $14,765,997Net Income 2024: -$10,366,8162024

Highlighted filing

2024

Revenue$4,399,181
Expenses$14,765,997
Net Income-$10,366,816
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$74,876,099
Liabilities
$15,865
Net assets
$74,860,234
Revenue
$4,399,181
Expenses
$14,765,997
Net income
-$10,366,816
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$74.9$0.02$74.9$4.40$14.8$10.4
2023Detailed filing. Detailed filing data is available for this year.$85.3$0.00$85.3$0.20$11.2$11.4
2022Detailed filing. Detailed filing data is available for this year.$96.7$0.00$96.7$2.96$9.05$6.09
2021Detailed filing. Detailed filing data is available for this year.$103$0.00$103$29.4$8.64$20.8
2020Detailed filing. Detailed filing data is available for this year.$81.8$0.00$81.8$20.0$7.10$12.9
2019Detailed filing. Detailed filing data is available for this year.$69.0$0.00$69.0$9.55$4.58$4.97
2018Detailed filing. Detailed filing data is available for this year.$64.0$0.00$64.0$11.3$3.49$7.82
2017Detailed filing. Detailed filing data is available for this year.$56.2$0.00$56.2$30.5$1.37$29.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH EDELMANTrustee-$0--
SUSAN H LEBOVITZ-EDELMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Edelman Family Foundation
EIN
37-6624335
In Care Of
% MARINER WEALTH ADVISORS
Phone
2128695900
Address
1500 BROADWAY Suite FL 27, NEW YORK, NY 10036

Signing Officer

Name
Joseph Edelman
Title
Trustee
Phone
2127733000
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US Llp
Address
ONE MANHATTAN WEST, NEW YORK, NY 10001
Preparer
Vinu Satchit
Phone
2127733000
Raw XML Appendix358 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.

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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1NRMA, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2PERCEPTIVE LIFE SCIENCES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3OFFSHORE FUND LTD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOSEPH EDELMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN H LEBOVITZ-EDELMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01500 BROADWAY 27TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11500 BROADWAY 27TH FLOOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW YORK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd010036
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd110036
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt014304397
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt014304397
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0true
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01500 BROADWAY - 27TH FLOOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEW YORK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd010036
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MARINER WEALTH ADVISORS
IRS990PF/StatementsRegardingActyGrp/PhoneNum02128695900
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JOSEPH EDELMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt013907577
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Purpose
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd000000
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013907577
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05387973
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05387973
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05393763
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03724692
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03003553
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02651774
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0481594
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0481594
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt023690206
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt08916424
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05393763
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03724692
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03003553
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02651774
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02022
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014304397
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt08916424
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt024171800
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt015255376
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0182546
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0182546
OtherDecreasesSchedule/OtherDecreasesDetail/Amt084091
OtherDecreasesSchedule/OtherDecreasesDetail/Amt113618
OtherDecreasesSchedule/OtherDecreasesDetail/Amt21030
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TIMING DIFFERENCE
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1COST BASIS ADJUSTMENT
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2PRIOR PERIOD ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt07982
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07982
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT CARD PAYABLE - CHASE 5005
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt015865
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0407910
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1100000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1GRANTS MANAGEMENT & ADMIN FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0100000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0407910
TaxesSchedule/TaxesDetail/Amt053690
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt053690
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH EDELMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02127733000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Edelman Family Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MARINER WEALTH ADVISORS
ReturnHeader/Filer/BusinessNameControlTxt0EDEL
ReturnHeader/Filer/EIN0376624335
ReturnHeader/Filer/InCareOfNm0% MARINER WEALTH ADVISORS
ReturnHeader/Filer/PhoneNum02128695900
ReturnHeader/Filer/USAddress/AddressLine1Txt01500 BROADWAY Suite FL 27
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010036
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0ONE MANHATTAN WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010001
ReturnHeader/PreparerPersonGrp/PhoneNum02127733000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Vinu Satchit
ReturnHeader/ReturnTs02025-11-17T21:30:48-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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