MANSUETO FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MANSUETO FOUNDATION (EIN 27-1895175)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202323179349100942
- Schema version
- 2022v5.0
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T11:06:41-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSEPH | PersonFirstNm |
| Person Last | MANSUETO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 CHANG | PreparerPersonNm |
| PTIN | P01610129 | PTIN |
| Phone | 3124861000 | PhoneNum |
| Preparation | 2023-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $50,386,711 | 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 | $5,999,585 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,582 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,582 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $405,207 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $405,207 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,303,851 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,517,460 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,495,432 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $29 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,720,254 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,912,221 | 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 | $650 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $325 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $325 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $33,920 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,960 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,960 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $140,459 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $459 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $675,701 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $675,686 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $850,730 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $693,430 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,488,541 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,488,541 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,339,271 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $693,430 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,505,841 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$619,017 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,218,791 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,022,312 | CashBOYAmt |
| Cash EOY | $4,174,766 | CashEOYAmt |
| Cash EOYFMV | $4,174,766 | CashEOYFMVAmt |
| Corporate Stock BOY | $18,652,572 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,397,756 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,978,703 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $19,201,567 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $21,236,048 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $21,233,242 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $41,876,451 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,808,570 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,386,711 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $22,379 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $22,379 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $30,926,415 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $32,600,121 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,927,657 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,208,449 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $41,854,072 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $42,808,570 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $41,876,451 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $42,808,570 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $41,854,072 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$619,017 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,573,515 | OtherIncreasesAmt |
| Subtotal | $42,808,570 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $42,808,570 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| 40000 SHS MORNINGSTAR INC | D | 2022-12-31 | $9,517,460 | $9,517,460 | $9,517,460 | |
| CAPITAL GAIN (LOSS) FROM PASSTHROUGH | P | 2022-12-31 | -$22,028 | -$22,028 | $22,028 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,495,432 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $128,141 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $128,141 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $128,141 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $161,286 | 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 | $161,286 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $33,145 | OverpaymentAmt |
| Applied To ES Tax | $33,145 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BDT CAPITAL PARTNERS FUND 3 (TE) LP | |||||
| 401 N MICHIGAN AVENUE SUITE 3100 | CHICAGO | IL | 60611 | INVESTMENT MANAGEMENT | $400,817 |
| BANK OF AMERICA | |||||
| PO BOX 15284 | WILMINGTON | DE | 19850 | INVESTMENT MANAGEMENT | $180,661 |
| 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 | $35,153,260 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,615,665 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $21,233,242 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $60,002,167 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $60,002,167 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $900,033 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $59,102,134 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,955,107 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,955,107 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $128,141 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $128,141 | TotalTaxAmt |
| Distributable Before Adj | $2,826,966 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,826,966 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,826,966 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,505,841 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,505,841 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,826,966 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $426,418 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $3,669,800 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $4,266,685 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,088,538 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,451,441 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,505,841 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,826,966 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,678,875 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $23,130,316 | 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 | $426,418 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,703,898 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $3,669,800 | ExcessFromYear3Amt |
| Excess From Year2 | $4,266,685 | ExcessFromYear2Amt |
| Excess From Year1 | $7,088,538 | ExcessFromYear1Amt |
| Excess From Current Year | $7,678,875 | 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 (59 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 | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | CityRecipientForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A WELL-FED WORLD | |||||||||||||
| 3936 SOUTH SEMORAN BLVD 271 | ORLANDO | FL | 32822 | NONE | PC | GENERAL SUPPORT | $6,382 | ||||||
| AFTER SCHOOL MATTERS | |||||||||||||
| 66 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $75,000 | ||||||
| ART INSTITUTE OF CHICAGO | |||||||||||||
| 111 SOUTH MICHIGAN AVENUE | CHICAGO | IL | 60603 | NONE | PC | GENERAL SUPPORT | $150,000 | ||||||
| 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 | ||||||
| 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 | |||||
| CHICAGO ARCHITECTURE CENTER FKA CHICAGO ARCHITECTURAL FOUNDATION | |||||||||||||
| 111 EAST WACKER DRIVE | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| CHICAGO HISTORY MUSEUM | |||||||||||||
| 1601 N CLARK STREET | CHICAGO | IL | 60614 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| CHICAGO MATHEMATICS AND SCIENCE ACADEMY | |||||||||||||
| 7217 N CLARK STREET | CHICAGO | IL | 60626 | NONE | PC | GENERAL SUPPORT | $74,557 | ||||||
| CHRISTOPHER HOUSE | |||||||||||||
| 5235 W BELDEN AVENUE | CHICAGO | IL | 60639 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| 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 | $63,500 | ||||||
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | |||||||||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | NONE | PC | GENERAL SUPPORT | $100,000 | ||||||
| FOOD ANGEL | |||||||||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | NONE | PC | GENERAL SUPPORT | $3,520 | ||||||
| FRANCIS W PARKER SCHOOL | |||||||||||||
| 330 W WEBSTER AVENUE | CHICAGO | IL | 60614 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| FRANCISCAN OUTREACH | |||||||||||||
| 717B W 18TH STREET | CHICAGO | IL | 60616 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| FRED VICTOR | |||||||||||||
| NONE | PC | GENERAL SUPPORT | $8,718 | 36 LOMBARD STREET SUITE 300 | TORONTO | JA | M5C 2X3 | ||||||
| GEORGETOWN UNIVERSITY | |||||||||||||
| OFFICE OF GIFT ADMINISTRATION 2115 | WASHINGTON | DC | 20007 | NONE | PC | GENERAL SUPPORT | $100,000 | WISCONSIN AVE NW SUITE 500 | |||||
| GOOD SHEPHERD ACADEMY | |||||||||||||
| 610 N SAN ANTONIO AVENUE | TEXAS | CA | 91767 | NONE | PC | GENERAL SUPPORT | $125,000 | ||||||
| GREATER CHICAGO FOOD DEPOSITORY | |||||||||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | NONE | PC | GENERAL SUPPORT | $220,477 | ||||||
| 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 | ||||||
| HOSPICE OF GARRETT COUNTY | |||||||||||||
| 203 S 2ND STREET | OAKLAND | MD | 21559 | NONE | PC | GENERAL SUPPORT | $1,013 | ||||||
| INSTITUTE FOR NONVIOLENCE CHICAGO | |||||||||||||
| 819 N LEAMINGTON AVENUE | CHICAGO | IL | 60651 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| JUNIOR ACHIEVEMENT OF CHICAGO | |||||||||||||
| 651 W WASHINGTON BLVD SUITE 404 | CHICAGO | IL | 60661 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||||
| KEENE ENDOWMENT ASSOCIATION | |||||||||||||
| 229 MAIN STREET | KEENE | NH | 034352701 | NONE | PC | GENERAL SUPPORT | $200,000 | ||||||
| LES RESTOS DU COEUR | |||||||||||||
| NONE | PC | GENERAL SUPPORT | $3,290 | 78 RUE DU DR FRANCOIS | STRASBOURG | FR | 67000 | ||||||
| LINCOLN PARK ZOOLOGICAL SOCIETY | |||||||||||||
| 2001 N CLARK STREET | CHICAGO | IL | 60614 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| MAYO CLINIC | |||||||||||||
| 200 1ST STREET SW | ROCHESTER | MN | 55905 | NONE | PC | GENERAL SUPPORT | $50,000 | ||||||
| MIA MILANO IN AZIONE ONLUS | |||||||||||||
| NONE | PC | GENERAL SUPPORT | $3,275 | VIA ANTONIO ALDINI | MILAN | IT | 74-20157 | ||||||
| MUNSTER EDUCATION FOUNDATION INC | |||||||||||||
| PO BOX 3046 | MUNSTER | IN | 46321 | NONE | PC | GENERAL SUPPORT | $100,000 | ||||||
| NATIONAL SHRINE OF SAINT FRANCES XAVIER CABRINI | |||||||||||||
| 2530 NORTH LAKEVIEW AVENUE | CHICAGO | IL | 60614 | NONE | PC | GENERAL SUPPORT | $1,000 | ||||||
| NATIONAL SOCIETY FOR THE PREVENTION OF CRUELTY TO CHILDREN | |||||||||||||
| 810 7TH STREET NW | WASHINGTON | DC | 20531 | NONE | PC | GENERAL SUPPORT | $6,376 | ||||||
| NATURSCHUTZBUND DEUTSCHLAND | |||||||||||||
| NONE | PC | GENERAL SUPPORT | $680 | CHARITESTRABE 3 | BERLIN | GM | 10117 | ||||||
| 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 | $37,500 | ||||||
| NORTH AUSTIN COMMUNITY CENTER | |||||||||||||
| 1841 NORTH LARAMIE AVENUE | CHICAGO | IL | 60639 | NONE | PC | GENERAL SUPPORT | $500,000 | ||||||
| NORTHWESTERN MEMORIAL HEALTHCARE | |||||||||||||
| 541 N FAIRBANKS COURT ROOM 1630 | 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 | ||||||
| PURDUE UNIVERSITY | |||||||||||||
| 610 PURDUE MALL | WEST LAFAYETTE | IN | 47907 | NONE | PC | GENERAL SUPPORT | $35,000 | ||||||
| RENAISSANCE SOCIETY AT THE UNIVERSITY OF CHICAGO | |||||||||||||
| 5811 S ELLIS AVENUE BERGMAN GALLERY | CHICAGO | IL | 60637 | NONE | PC | GENERAL SUPPORT | $100,000 | ||||||
| SECOND HARVEST JAPAN | |||||||||||||
| NONE | PC | GENERAL SUPPORT | $1,426 | 4 CHOME-5-1 ASAKUSABASHI TAITO CITY | TOKYO | JA | 111-0053 | ||||||
| SF-MARIN FOOD BANK | |||||||||||||
| 900 PENNSYLVANIA AVENUE | SAN FRANCISCO | CA | 94107 | NONE | PC | GENERAL SUPPORT | $366 | ||||||
| SHARE OUR STRENGTH (NO KID HUNGRY) | |||||||||||||
| 1984 CAPITOL HILL | WASHINGTON | DC | 20002 | NONE | PC | GENERAL SUPPORT | $7,832 | ||||||
| SHEDD AQUARIUM SOCIETY | |||||||||||||
| 1200 S DUSABLE LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | GENERAL SUPPORT | $1,984,106 | ||||||
| SKILLS FOR CHICAGOLANDS FUTURE | |||||||||||||
| 191 N UPPER WACKER DRIVE | CHICAGO | IL | 60606 | NONE | PC | GENERAL SUPPORT | $50,000 | ||||||
| START EARLY (FKA OUNCE OF PREVENTION FUND) | |||||||||||||
| 33 WEST MONROE STREET SUITE 1200 | CHICAGO | IL | 60603 | NONE | PC | GENERAL SUPPORT | $20,000 | ||||||
| TEACH FOR AMERICA INC | |||||||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $525,000 | ||||||
| THE BARACK OBAMA FOUNDATION | |||||||||||||
| 5235 S HARPER COURT SUITE 1140 | CHICAGO | IL | 60615 | NONE | PC | GENERAL SUPPORT | $1,984,106 | ||||||
| THE NEWS LITERACY PROJECT | |||||||||||||
| 5335 WISCONSIN AVENUE NW SUITE 440 | WASHINGTON | DC | 20015 | NONE | PC | GENARAL SUPPORT | $25,000 | ||||||
| THE SURF LIFE SAVING FOUNDATION | |||||||||||||
| NONE | PC | GENERAL SUPPORT | $2,494 | 190 MONTPELIER ROAD BOWEN HILLS | QUEENSLAND | AS | QLD 4006 | ||||||
| THE WALDEN WOODS PROJECT | |||||||||||||
| THE THOREAU INSTITUTE AT WALDEN | LINCOLN | MA | 01773 | NONE | PC | GENERAL SUPPORT | $100,000 | WOODS 44 BAKER FARM ROAD | |||||
| TWO GOOD | |||||||||||||
| NONE | PC | GENERAL SUPPORT | $2,696 | 255 WILSON ST EVELEIGH | AS | NEW SOUTH WALES | |||||||
| UNITED STATES FUND FOR UNICEF | |||||||||||||
| 125 MAIDEN LN | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $5,227 | ||||||
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||||||||
| 100 RAOUL WALLENBERG PI SW | WASHINGTON | DC | 20024 | NONE | PC | GENERAL SUPPORT | $15,000 | ||||||
| UNITED WAY OF METRO CHICAGO INC | |||||||||||||
| 333 S WABASH AVENUE 30TH FLOOR | CHICAGO | IL | 60604 | NONE | PC | GENERAL SUPPORT | $25,000 | ||||||
| URBAN INITIATIVES | |||||||||||||
| 650 W LAKE ST SUITE 340 | CHICAGO | IL | 60661 | NONE | PC | GENERAL SUPPORT | $15,000 | ||||||
| WBEZCHICAGO PUBLIC MEDIA | |||||||||||||
| 848 E GRAND AVENUE NAVY PIER | CHICAGO | IL | 60611 | NONE | PC | GENERAL SUPPORT | $1,000,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,488,541 | 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 | $11,582 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $405,207 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,303,851 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,720,669 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,720,669 | 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 | $5,999,585 | 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 | 25,000 SHS MORNINGSTAR, INC | NoncashPropertyDesc |
| Fair Market Value | $5,965,000 | FairMarketValueAmt |
| Received | 2022-12-08 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DELOITTE TAX LLP | CategoryTxt |
| Amt | $33,920 | Amt |
| Net Investment Income | $16,960 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,960 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORNINGSTAR INC COMMON STOCK | $16,830,104 | $24,152,817 |
| KEURIG DR PEPPER INC COMMON STOCK | $567,652 | $825,886 |
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 | $18,573,909 | $18,571,103 |
| TOVALA STOCK | AT COST | $2,000,000 | $2,000,000 |
| FUND 3 (TE) SPIRITS, LP | AT COST | $662,139 | $662,139 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HARRISON & HELD | CategoryTxt |
| Legal Fees | $650 | LegalFeesAmt |
| Net Investment Income | $325 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $325 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSES FROM PASS-THROUGHS | $435,824 | $435,824 | $0 |
| ILLINOIS CHARITY BUREAU | $15 | $0 | $15 |
| BANK FEES | $876 | $876 | $0 |
| OTHER PORTFOLIO LOSS - FROM K-1 | $58,325 | $58,325 | $0 |
| INVESTMENT MANAGEMENT FEES | $180,661 | $180,661 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $29 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $29 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TIMING DIFFERENCES | $98,506 |
| UNREALIZED GAIN ON DISTRIBUTED STOCK | $1,475,009 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $22,379 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $140,000 | $0 | $0 |
| FOREIGN TAXES | $459 | $459 | $0 |
Comments