MANSUETO FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MANSUETO FOUNDATION (EIN 27-1895175)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349104010
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T11:37:35-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 SOUTH WACKER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271895175 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MANSUETO FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MANS | BusinessNameControlTxt |
| Phone | 3127362528 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 NORTH MICHIGAN AVE SUITE 350 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH D MANSUETO | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7734772053 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHERINE ADRIATICO | PreparerPersonNm |
| PTIN | P01610129 | PTIN |
| Phone | 3124861000 | PhoneNum |
| Preparation | 2024-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $57,056,440 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $6,483,817 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $61,464 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $61,464 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $351,420 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $344,343 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,219,168 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,765,352 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,765,352 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $32,809 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $32,809 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,148,678 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,203,968 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $881 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $441 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $440 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,850 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,850 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $102,750 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $11,892 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $90,858 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $452,573 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $452,420 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $28 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $563,904 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $468,603 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $95,176 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,272,156 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,272,156 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,836,060 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $468,603 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,367,332 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,312,618 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,735,365 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,174,766 | CashBOYAmt |
| Cash EOY | $566,883 | CashEOYAmt |
| Cash EOYFMV | $566,883 | CashEOYFMVAmt |
| Corporate Stock BOY | $17,397,756 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,326,761 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,962,978 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $21,236,048 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,127,421 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,526,579 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $42,808,570 | TotalAssetsBOYAmt |
| Total Assets EOY | $44,021,065 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,056,440 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $172,500 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $172,500 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $32,600,121 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $32,864,771 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,208,449 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,983,794 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $42,808,570 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,848,565 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $42,808,570 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $44,021,065 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $42,808,570 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,312,618 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $44,121,188 | SubtotalAmt |
| Other Decreases | $272,623 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,848,565 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 50000 SHS MORNINGSTAR INC | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $13,765,352 | GrossSalesPriceAmt |
| Gain Or Loss | $13,765,352 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $13,765,352 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,765,352 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $190,922 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $190,922 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $190,922 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $243,145 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $243,145 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $52,223 | OverpaymentAmt |
| Applied To ES Tax | $52,223 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MIKE IBERL | IndividualWithBooksNm |
| Phone | 3127362528 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 NORTH MICHIGAN AVE SUITE 350 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOSEPH D MANSUETO | ||||||||
| 400 NORTH MICHIGAN AVE SUITE 350 | CHICAGO | IL | 60611 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| RIKA YOSHIDA | ||||||||
| 400 NORTH MICHIGAN AVE SUITE 350 | CHICAGO | IL | 60611 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDT CAPITAL PARTNERS FUND 3 (TE) LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N MICHIGAN AVENUE SUITE 3100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $450,152 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,243,260 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,632,713 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $31,526,579 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,402,552 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $57,402,552 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $861,038 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,541,514 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,827,076 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,827,076 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $190,922 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $190,922 | TotalTaxAmt |
| Distributable Before Adj | $2,636,154 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,636,154 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,636,154 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,367,332 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,367,332 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,636,154 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $3,669,800 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,266,685 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,088,538 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,678,875 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,703,898 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,367,332 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,636,154 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,731,178 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $31,435,076 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $31,435,076 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,669,800 | ExcessFromYear4Amt |
| Excess From Year3 | $4,266,685 | ExcessFromYear3Amt |
| Excess From Year2 | $7,088,538 | ExcessFromYear2Amt |
| Excess From Year1 | $7,678,875 | ExcessFromYear1Amt |
| Excess From Current Year | $8,731,178 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH D MANSUETO | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A BETTER CHANCE INC | |||||||||||||
| 3936 SOUTH SEMORAN BLVD 271 | ORLANDO | FL | 32822 | NONE | PC | GENERAL SUPPORT | $2,500 | ||||||
| AFTER SCHOOL MATTERS | |||||||||||||
| 66 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $75,000 | ||||||
| AMERICAN ONLINE GIVING FOUNDATION | |||||||||||||
| 40 EAST MAIN STREET SUITE 887 | NEWARK | DE | 19711 | NONE | PC | GENERAL SUPPORT | $69,471 | ||||||
| ART INSTITUTE OF CHICAGO | |||||||||||||
| 111 SOUTH MICHIGAN AVENUE | CHICAGO | IL | 60603 | NONE | PC | GENERAL SUPPORT | $100,000 | ||||||
| AZIRA MICHAEL YOUTH FOUNDATION | |||||||||||||
| 15918 INNERARITY POINT ROAD | PENSACOLA | FL | 32507 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| BETTER GOVERNMENT ASSOCIATION | |||||||||||||
| 233 WEST JACKSON BLVD SUITE 300 | CHICAGO | IL | 60606 | NONE | PC | GENERAL SUPPORT | $200,000 | ||||||
| BRAVEN | |||||||||||||
| 100 N LASALLE ST SUITE 310 | CHICAGO | IL | 60602 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| BY THE HAND CLUB FOR KIDS | |||||||||||||
| PO BOX 10043 | CHICAGO | IL | 60610 | NONE | PC | GENERAL SUPPORT | $50,000 | ||||||
| CHANGE ILLINOIS | |||||||||||||
| 2045 W GRAND AVENUE SUITE B PMB | CHICAGO | IL | 60612 | NONE | PC | GENERAL SUPPORT | $100,000 | 33558 | |||||
| CHARITIES AID FOUNDATION AMERICA | |||||||||||||
| 225 REINEKERS LANE SUITE 375 | ANEXANDRIA | VA | 22314 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||||
| CHICAGO ARCHITECTURE BIENNIAL INC | |||||||||||||
| 78 E WASHINGTON ST | CHICAGO | IL | 60602 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| CHICAGO LIGHTS | |||||||||||||
| 126 EAST CHESTNUT STREET | CHICAGO | IL | 60611 | NONE | PC | GENERAL SUPPORT | $2,850 | ||||||
| CHICAGO MATHMATICS AND SCIENCE ACADEMY | |||||||||||||
| 7212 N CLARK STREET | CHICAGO | IL | 60626 | NONE | PC | GENERAL SUPPORT | $33,000 | ||||||
| COLLEGE POSSIBLE | |||||||||||||
| 755 PRIOR AVENUE NORTH SUITE 210 | SAINT PAUL | MN | 55104 | NONE | PC | GENERAL SUPPORT | $150,000 | ||||||
| COMMERCIAL CLUB OF CHICAGO | |||||||||||||
| 21 S CLARK STREET SUITE 4301 | CHICAGO | IL | 60603 | NONE | PC | GENERAL SUPPORT | $59,000 | ||||||
| COMMUNITY FOODBACK OF NEW JERSEY | |||||||||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | NONE | PC | GENERAL SUPPORT | $1,475 | ||||||
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | |||||||||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | NONE | PC | GENERAL SUPPORT | $100,000 | ||||||
| FOOD BANK OF NEW YORK CITY | |||||||||||||
| 39 BROADWAY 10TH FLOOR | NEW YORK | NY | 10006 | NONE | PC | GENERAL SUPPORT | $14,159 | ||||||
| FOOD LIFELINE | |||||||||||||
| 815 SOUTH 96TH STREET | SEATTLE | WA | 98108 | NONE | PC | GENERAL SUPPORT | $12,188 | ||||||
| FRANCIS W PARKER SCHOOL | |||||||||||||
| 330 W WEBSTER AVENUE | CHICAGO | IL | 60614 | NONE | PC | GENERAL SUPPORT | $60,000 | ||||||
| FRANCISCAN OUTREACH | |||||||||||||
| 717B W 18TH STREET | CHICAGO | IL | 60616 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| GARRETT COUNTY MARYLAND COMMUNITY ACTION COMMITTEE | |||||||||||||
| 104 EAST CENTER STREET | OAKLAND | MD | 21550 | NONE | PC | GENERAL SUPPORT | $2,345 | ||||||
| GEORGETOWN UNIVERSITY | |||||||||||||
| OFFICE OF GIFT ADMINISTRATION 2115 | WASHINGTON | DC | 20007 | NONE | PC | GENERAL SUPPORT | $75,000 | WISCONSIN AVE NW SUITE 500 | |||||
| GOOD SHEPHERD ACADEMY | |||||||||||||
| 610 N SAN ANTONIO AVENUE | POMONA | CA | 91676 | NONE | PC | GENERAL SUPPORT | $100,000 | ||||||
| GREATER CHICAGO FOOD DEPOSITORY | |||||||||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | NONE | PC | GENERAL SUPPORT | $650,017 | ||||||
| HEARTLAND ALLIANCE FOR HUMAN NEEDS & HUMAN RIGHTS | |||||||||||||
| 208 S LASALLE STREET | CHICAGO | IL | 60604 | NONE | PC | GENERAL SUPPORT | $50,000 | ||||||
| HIGH JUMP | |||||||||||||
| 59 W NORTH BLVD | CHICAGO | IL | 60610 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| INSTITUTE FOR NONVIOLENCE CHICAGO | |||||||||||||
| 819 N LEAMINGTON AVENUE | CHICAGO | IL | 60651 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| ISSAQUAH FOOD & CLOTHING BANK | |||||||||||||
| 179 1ST AVE SE | ISSAQUAH | WA | 98027 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||||
| JUNIOR ACHIEVEMENT OF CHICAGO | |||||||||||||
| 651 W WASHINGTON BLVD SUITE 404 | CHICAGO | IL | 60661 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| KEI KAMARA HEARTSHAPEDHANDS FOUNDATION | |||||||||||||
| PO BOX 442287 | LAWRENCE | KS | 66044 | NONE | PC | GENERAL SUPPORT | $50,000 | ||||||
| LANDMARKS ILLINOIS | |||||||||||||
| 30 N MICHIGAN AVENUE SUITE 2020 | CHICAGO | IL | 60602 | NONE | PC | GENERAL SUPPORT | $5,000 | ||||||
| LINCOLN PARK ZOOLOGICAL SOCIETY | |||||||||||||
| 2001 N CLARK STREET | CHICAGO | IL | 60614 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| MATTIE N DIXON COMMUNITY CUPBOARD INC | |||||||||||||
| PO BOX 367 | AMBLER | PA | 19002 | NONE | PC | GENERAL SUPPORT | $965 | ||||||
| MAYO CLINIC | |||||||||||||
| 200 1ST STREET SW | ROCHESTER | MN | 55905 | NONE | PC | GENERAL SUPPORT | $50,000 | ||||||
| NATIONAL SHRINE OF SAINT FRANCES XAVIER CABRINI | |||||||||||||
| 2520 N LAKEVIEW AVENUE | CHICAGO | IL | 60614 | NONE | PC | GENERAL SUPPORT | $1,000 | ||||||
| NEW LEADERS CHICAGO | |||||||||||||
| 30 WEST 26TH STREET 10TH FLOOR | NEW YORK | NY | 10010 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| NOBLE NETWORK OF CHARTER SCHOOLS | |||||||||||||
| 1 N STATE STREET SUITE 7 | CHICAGO | IL | 60602 | NONE | PC | GENERAL SUPPORT | $75,000 | ||||||
| NORTH AUSTIN COMMUNITY CENTER | |||||||||||||
| 1841 NORTH LARAMIE AVENUE | CHICAGO | IL | 60639 | NONE | PC | GENERAL SUPPORT | $500,000 | ||||||
| NORTHWESTERN MEMORIAL FOUNDATION | |||||||||||||
| 541 N FAIRBANKS COURT SUITE 800 | CHICAGO | IL | 60611 | NONE | PC | GENERAL SUPPORT | $2,000,000 | ||||||
| ONEGOAL | |||||||||||||
| 180 N WABASH AVENUE SUITE 800 | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| P33 | |||||||||||||
| 1234 W FULTON MARKET | CHICAGO | IL | 60607 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| RENAISSANCE SOCIETY AT THE UNIVERSITY OF CHICAGO | |||||||||||||
| 5811 S ELLIS AVENUE BERGMAN GALLERY | CHICAGO | IL | 60637 | NONE | PC | GENERAL SUPPORT | $100,000 | ||||||
| SHEDD AQUARIUM SOCIETY | |||||||||||||
| 1200 S DUSABLE LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | GENERAL SUPPORT | $2,000,000 | ||||||
| START EARLY (FKA OUNCE OF PREVENTION FUND) | |||||||||||||
| 33 WEST MONROE STREET SUITE 1200 | CHICAGO | IL | 60603 | NONE | PC | GENERAL SUPPORT | $50,000 | ||||||
| TEACH FOR AMERICA INC | |||||||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $775,000 | ||||||
| THE BARACK OBAMA FOUNDATION | |||||||||||||
| 5235 S HARPER COURT SUITE 1140 | CHICAGO | IL | 60615 | NONE | PC | GENERAL SUPPORT | $1,904,203 | ||||||
| THE CITY EATS INC | |||||||||||||
| 739 BRYANT STREET | SAN FRANCISCO | CA | 94107 | NONE | PC | GENERAL SUPPORT | $2,418 | ||||||
| THE NATURE CONSERVANCY | |||||||||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL SUPPORT | $39,048 | ||||||
| THE POYNTER INSTITUTE FOR MEDIA STUDIES INC | |||||||||||||
| 801 THIRD ST SOUTH | ST PETERSBURG | FL | 33701 | NONE | PC | GENERAL SUPPORT | $250,000 | ||||||
| THE WALDEN WOODS PROJECT | |||||||||||||
| THE THOREAU INSTITUTE AT WALDEN | LINCOLN | MA | 01773 | NONE | PC | GENERAL SUPPORT | $100,000 | WOODS 44 BAKER FARM ROAD | |||||
| UK ONLINE GIVING FOUNDATION | |||||||||||||
| NONE | PC | GENERAL SUPPORT | $165,460 | C/O WOMBLE BOND DICKINSON UK LLP 4 | MORE LONDON RIVERSIDE | LONDON | UK | SE1 2AU | |||||
| UNITED STATES FUND FOR UNICEF | |||||||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| UNITED WAY OF METRO CHICAGO INC | |||||||||||||
| 333 S WABASH AVENUE 30TH FLOOR | CHICAGO | IL | 60604 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| VANDERBIILT UNIVERSITY | |||||||||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| WBEZCHICAGO PUBLIC MEDIA | |||||||||||||
| 848 E GRAND AVENUE NAVY PIER | CHICAGO | IL | 60611 | NONE | PC | GENERAL SUPPORT | $1,000,000 | ||||||
| WORLD CENTRAL KITCHEN INC | |||||||||||||
| 200 MASSACHUSETTS AVENUE NW 7TH | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $12,057 | FLOOR | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,272,156 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,464 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $351,420 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,219,168 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,809 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,664,861 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,664,861 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOSEPH D MANSUETO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 NORTH MICHIGAN AVE SUITE 350 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,483,817 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 23,000 SHS MORNINGSTAR, INC | NoncashPropertyDesc |
| Fair Market Value | $6,475,190 | FairMarketValueAmt |
| Received | 2023-11-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DELOITTE TAX LLP | CategoryTxt |
| Amt | $7,700 | Amt |
| Net Investment Income | $3,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,850 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORNINGSTAR INC COMMON STOCK | $15,759,109 | $24,191,287 |
| KEURIG DR PEPPER INC COMMON STOCK | $567,652 | $771,691 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BDT CAPITAL PARTNERS FUND 3 | AT COST | $24,467,532 | $28,866,690 |
| TOVALA STOCK | AT COST | $2,000,000 | $2,000,000 |
| FUND 3 (TE) SPIRITS, LP | AT COST | $659,889 | $659,889 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HARRISON & HELD | CategoryTxt |
| Legal Fees | $881 | LegalFeesAmt |
| Net Investment Income | $441 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $440 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $272,623 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSES FROM PASS-THROUGHS | $452,402 | $452,402 | $0 |
| MISCELLANEOUS EXPENSES | $18 | $18 | $0 |
| ILLINOIS CHARITY BUREAU | $28 | $0 | $28 |
| NON-DEDUCTIBLE GIFTS AND DONATIONS | $125 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $32,809 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $32,809 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $32,809 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKS IN TRANSIT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $172,500 | EOYBookValueAmt |
Comments