BETA

MANSUETO FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
MANSUETO FOUNDATION (EIN 27-1895175)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-11
IRS object ID
202223159349100307
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-11T07:29:57-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 SOUTH WACKER DRIVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271895175EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MANSUETO FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMANSBusinessNameControlTxt
Phone3127362528PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1400 NORTH MICHIGAN AVE SUITE 350AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH D MANSUETOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7734772053PhoneNum
Signature2022-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOSEPHPersonFirstNm
Person LastMANSUETOPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHERINE CHANGPreparerPersonNm
PTINP01610129PTIN
Phone3124861000PhoneNum
Preparation2022-11-10PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$72,359,695FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,812,198ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$25,546InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$25,546InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$378,897DividendsRevAndExpnssAmt
Dividends Net Invst Incm$378,897DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$10,923,051NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$16,392,957GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16,392,957CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$51,669OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$51,141OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$17,191,361TotalRevAndExpnssAmt
Total Net Invst Incm$16,848,541TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,735LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,367LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,368LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$13,965AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,983AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,982AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,060TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$365,234OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$363,296OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$38OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$386,994TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$371,646TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,388TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,193,479ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,193,479ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,580,473TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$371,646TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,201,867TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,610,888ExcessRevenueOverExpensesAmt
Net Investment Income$16,476,895NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$7,615,751CashBOYAmt
Cash EOY$4,022,312CashEOYAmt
Cash EOYFMV$4,022,312CashEOYFMVAmt
Corporate Stock BOY$18,327,018CorporateStockBOYAmt
Corporate Stock EOY$18,652,572CorporateStockEOYAmt
Corporate Stock EOYFMV$49,135,816CorporateStockEOYFMVAmt
Other Investments BOY$9,288,158OtherInvestmentsBOYAmt
Other Investments EOY$19,201,567OtherInvestmentsEOYAmt
Other Investments EOYFMV$19,201,567OtherInvestmentsEOYFMVAmt
Total Assets BOY$35,230,927TotalAssetsBOYAmt
Total Assets EOY$41,876,451TotalAssetsEOYAmt
Total Assets EOYFMV$72,359,695TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$22,379OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$22,379TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$35,170,471AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$30,926,415AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$60,456RetainedEarningBOYAmt
Retained Earning EOY$10,927,657RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$35,230,927TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$41,854,072TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$35,230,927TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$41,876,451TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$35,230,927TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,610,888ExcessRevenueOverExpensesAmt
Other Increases$12,257OtherIncreasesAmt
Subtotal$41,854,072SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$41,854,072TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
50,000 SHS MORNINGSTAR INCD2021-12-31$15,526,160$15,526,160$15,526,160
CAPITAL GAIN (LOSS) FROM PASSTHROUGHP2021-12-31$866,797$866,797$866,797
FieldValueIRS element (for citing)
Capital Gain Net Income$16,392,957CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$229,029InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$229,029SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$229,029TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$250,315EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$250,315TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$21,286OverpaymentAmt
Applied To ES Tax$21,286AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateILOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMIKE IBERLIndividualWithBooksNm
Phone3127362528PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1400 NORTH MICHIGAN AVE SUITE 350AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH D MANSUETO
400 NORTH MICHIGAN AVE SUITE 350CHICAGOIL60611PRESIDENT1.00$0$0$0
RIKA YOSHIDA
400 NORTH MICHIGAN AVE SUITE 350CHICAGOIL60611VICE-PRESIDENT1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$44,053,420AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,610,146AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$19,201,567FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$67,865,133TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$67,865,133AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,017,977CashDeemedCharitableAmt
Net Vl Noncharitable Assets$66,847,156NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,342,358MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,342,358MinimumInvestmentReturnAmt
Tax Based On Investment Income$229,029TaxBasedOnInvestmentIncomeAmt
Total Tax$229,029TotalTaxAmt
Distributable Before Adj$3,113,329DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,113,329DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,113,329DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,201,867ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$10,201,867QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,113,329DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$382,853ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$426,418ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$3,669,800ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$4,266,685ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,745,756TotalExcessDistributionCyovAmt
Qualifying Distributions$10,201,867QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$3,113,329AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,088,538RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$15,834,294TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$382,853ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$15,451,441ExcessDistriCyovToNextYrAmt
Excess From Year4$426,418ExcessFromYear4Amt
Excess From Year2$3,669,800ExcessFromYear2Amt
Excess From Year1$4,266,685ExcessFromYear1Amt
Excess From Current Year$7,088,538ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOSEPH D MANSUETOContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AFTER SCHOOL MATTERS
66 EAST RANDOLPH STREETCHICAGOIL60601NONEPCGENERAL SUPPORT$75,000
ALZHEIMER'S ASSOCIATION
8430 W BRYN MAWR AVENUE 800CHICAGOIL60631NONEPCGENERAL SUPPORT$5,000
ANN & ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO
225 E CHICAGO AVENUE 282CHICAGOIL60611NONEPCGENERAL SUPPORT$25,000
ART INSTITUTE OF CHICAGO
111 SOUTH MICHIGAN AVENUECHICAGOIL60603NONEPCGENERAL SUPPORT$280,000
AZIRA MICHAEL YOUTH FOUNDATION
15918 INNERARITY POINT ROADPENSACOLAFL32507NONEPCGENERAL SUPPORT$50,000
BETTER GOVERNMENT ASSOCIATION
233 WEST JACKSON BLVD SUITE 300CHICAGOIL60606NONEPCGENERAL SUPPORT$200,000
BY THE HAND CLUB FOR KIDS
PO BOX 10043CHICAGOIL60610NONEPCGENERAL SUPPORT$50,000
CHANGE ILLINOIS
2045 W GRAND AVENUE SUITE B PMBCHICAGOIL60612NONEPCGENERAL SUPPORT$100,00033558
CHICAGO ARCHITECTURE CENTER FKA CHICAGO ARCHITECTURAL FOUNDATION
111 EAST WACKER DRIVECHICAGOIL60601NONEPCGENERAL SUPPORT$10,000
COLLEGE POSSIBLE
755 PRIOR AVENUE NORTH SUITE 210SAINT PAULMN55104NONEPCGENERAL SUPPORT$50,000
COMMERCIAL CLUB OF CHICAGO
21 S CLARK STREET SUITE 4301CHICAGOIL60603NONEPCGENERAL SUPPORT$66,000
DEPAUL UNIVERSITY
GIFT PROCESSING 1 E JACKSON BLVDCHICAGOIL60604NONEPCGENERAL SUPPORT$8,100
EVERYTOWN FOR GUN SAFETY SUPPORT FUND
PO BOX 4184NEW YORKNY10163NONEPCGENERAL SUPPORT$100,000
FRANCIS W PARKER SCHOOL
330 W WEBSTER AVENUECHICAGOIL60614NONEPCGENERAL SUPPORT$50,000
GEORGETOWN UNIVERSITY
OFFICE OF GIFT ADMINISTRATION 2115WASHINGTONDC20007NONEPCGENERAL SUPPORT$100,000WISCONSIN AVE NW SUITE 500
HEARTLAND ALLIANCE FOR HUMAN NEEDS & HUMAN RIGHTS
208 S LASALLE STREETCHICAGOIL60604NONEPCGENERAL SUPPORT$50,000
HIGH JUMP
59 W NORTH BLVDCHICAGOIL60610NONEPCGENERAL SUPPORT$25,000
INSTITUTE FOR NONVIOLENCE CHICAGO
819 N LEAMINGTON AVENUECHICAGOIL60651NONEPCGENERAL SUPPORT$10,000
JUNIOR ACHIEVEMENT OF CHICAGO
651 W WASHINGTON BLVD SUITE 404CHICAGOIL60661NONEPCGENERAL SUPPORT$10,000
LINCOLN PARK ZOOLOGICAL SOCIETY
2001 N CLARK STREETCHICAGOIL60614NONEPCGENERAL SUPPORT$25,000
MAYO CLINIC
200 1ST STREET SWROCHESTERMN55905NONEPCGENERAL SUPPORT$50,000
METROPOLITAN PLANNING COUNCIL
140 S DEARBORN STREET SUITE 1400CHICAGOIL60603NONEPCGENERAL SUPPORT$25,000
MUNSTER EDUCATION FOUNDATION INC
PO BOX 3046MUNSTERIN46321NONEPCGENERAL SUPPORT$100,000
NAVY PIER INC
600 EAST GRAND AVENUECHICAGOIL60611NONEPCGENERAL SUPPORT$25,000
NEIGHBORHOOD CAPITAL INSTITUTE
47 W POLK STREET SUITE 100-573CHICAGOIL60605NONEPCGENERAL SUPPORT$50,000
NEW LEADERS CHICAGO
30 WEST 26TH STREET 10TH FLOORNEW YORKNY10010NONEPCGENERAL SUPPORT$10,000
NOBLE NETWORK OF CHARTER SCHOOLS
1 N STATE STREET SUITE 7CHICAGOIL60602NONEPCGENERAL SUPPORT$50,000
NORTH AUSTIN COMMUNITY CENTER
1841 NORTH LARAMIE AVENUECHICAGOIL60639NONEPCGENERAL SUPPORT$500,000
NORTHWESTERN MEMORIAL HEALTHCARE
541 N FAIRBANKS COURT ROOM 1630CHICAGOIL60611NONEPCGENERAL SUPPORT$2,000,000
ONEGOAL
180 N WABASH AVENUE SUITE 800CHICAGOIL60601NONEPCGENERAL SUPPORT$25,000
RENAISSANCE SOCIETY AT THE UNIVERSITY OF CHICAGO
5811 S ELLIS AVENUE BERGMAN GALLERYCHICAGOIL60637NONEPCGENERAL SUPPORT$100,000
SHEDD AQUARIUM SOCIETY
1200 S DUSABLE LAKE SHORE DRIVECHICAGOIL60605NONEPCGENERAL SUPPORT$2,000,000
SHIRLEY RYAN ABILITY LAB
355 E ERIE STREETCHICAGOIL60611NONEPCGENERAL SUPPORT$202,879
SKILLS FOR CHICAGOLANDS FUTURE
191 N UPPER WACKER DRIVECHICAGOIL60606NONEPCGENERAL SUPPORT$50,000
STANFORD UNIVERSITY
450 SERRA MALLSTANFORDCA94305NONEPCGENERAL SUPPORT$5,500
START EARLY (FKA OUNCE OF PREVENTION FUND)
33 WEST MONROE STREET SUITE 1200CHICAGOIL60603NONEPCGENERAL SUPPORT$20,000
TEACH FOR AMERICA INC
25 BROADWAY 12TH FLOORNEW YORKNY10004NONEPCGENERAL SUPPORT$525,000
THE BARAK OBAMA FOUNDATION
5235 S HARPER COURT SUITE 1140CHICAGOIL60615NONEPCGENERAL SUPPORT$2,000,000
THE NATIONAL SHRINE OF SAINT FRANCES XAVIER CABRINI
2520 N LAKEVIEW AVENUECHICAGOIL60614NONEPCGENERAL SUPPORT$1,000
THE NEWS LITERACY PROJECT
5335 WISCONSIN AVENUE NW SUITE 440WASHINGTONDC20015NONEPCGENERAL SUPPORT$25,000
THE WALDEN WOODS PROJECT
THE THOREAU INSTITUTE AT WALDENLINCOLNMA01773NONEPCGENERAL SUPPORT$100,000WOODS 44 BAKER FARM ROAD
UNITED WAY OF METRO CHICAGO INC
333 S WABASH AVENUE 30TH FLOORCHICAGOIL60604NONEPCGENERAL SUPPORT$25,000
URBAN INSTITUTE
500 LENFANT PLAZA SWWASHINGTONDC20024NONEPCGENERAL SUPPORT$15,000
WBEZCHICAGO PUBLIC MEDIA
848 E GRAND AVENUE NAVY PIERCHICAGOIL60611NONEPCGENERAL SUPPORT$1,000,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,193,479TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,546ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$378,897ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$51,141ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,923,051ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Exclusion14ExclusionCd
Exclusion$528ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$11,379,163ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,379,163TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJOSEPH D MANSUETOContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1400 NORTH MICHIGAN AVE SUITE 350AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60611ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,812,198TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property18,000 SHS MORNINGSTAR, INCNoncashPropertyDesc
Fair Market Value$5,795,460FairMarketValueAmt
Received2021-12-08ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryDELOITTE TAX LLPCategoryTxt
Amt$13,965Amt
Net Investment Income$6,983NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,982DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORNINGSTAR INC COMMON STOCKStockNm
EOY Book Value$18,652,572EOYBookValueAmt
EOYFMV$49,135,816EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BDT CAPITAL PARTNERS FUND 3AT COST$17,201,567$17,201,567
TOVALA STOCKAT COST$2,000,000$2,000,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryHARRISON & HELDCategoryTxt
Legal Fees$2,735LegalFeesAmt
Net Investment Income$1,367NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,368DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OTHER EXPENSES FROM PASS-THROUGHS$363,296$363,296$0
MISCELLANEOUS EXPENSES$1,900$0$0
ILLINOIS SECRETARY OF STATE$23$0$23
ILLINOIS CHARITY BUREAU$15$0$15

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME FROM PASS-THROUGHS$51,141$51,141$51,141
OTHER INCOME$528$528

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTIMING DIFFERENCESDesc
Amt$12,257Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARD PAYABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$22,379EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$5,060Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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