2022-11-11T07:29:57-06:00 2021-12-31 861065772 DELOITTE TAX LLP 111 SOUTH WACKER DRIVE CHICAGO IL 60606 990PF 2021-01-01 271895175 MANSUETO FOUNDATION MANS 3127362528 400 NORTH MICHIGAN AVE SUITE 350 CHICAGO IL 60611 JOSEPH D MANSUETO PRESIDENT 7734772053 2022-11-10 1 JOSEPH MANSUETO 999009999 KATHERINE CHANG P01610129 3124861000 2022-11-10 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 72359695 X 5812198 25546 25546 378897 378897 10923051 16392957 16392957 51669 51141 17191361 16848541 0 0 0 2735 1367 1368 13965 6983 6982 5060 0 0 365234 363296 38 386994 371646 8388 10193479 10193479 10580473 371646 10201867 6610888 16476895 7615751 4022312 4022312 18327018 18652572 49135816 9288158 19201567 19201567 35230927 41876451 72359695 0 22379 0 22379 X 0 0 35170471 30926415 60456 10927657 35230927 41854072 35230927 41876451 35230927 6610888 12257 41854072 0 41854072 50,000 SHS MORNINGSTAR INC D 2021-12-31 15526160 15526160 15526160 CAPITAL GAIN (LOSS) FROM PASSTHROUGH P 2021-12-31 866797 866797 866797 16392957 229029 0 229029 0 229029 250315 0 0 0 250315 X 0 21286 21286 0 0 0 0 0 0 0 0 0 1 1 0 1 1 IL 1 0 0 0 0 1 N/A MIKE IBERL 3127362528 400 NORTH MICHIGAN AVE SUITE 350 CHICAGO IL 60611 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 44053420 4610146 19201567 67865133 0 0 67865133 1017977 66847156 3342358 3342358 229029 229029 3113329 0 3113329 0 3113329 10201867 0 10201867 3113329 0 0 382853 426418 3669800 4266685 8745756 10201867 0 0 0 3113329 7088538 0 0 15834294 0 0 0 0 0 0 382853 15451441 426418 3669800 4266685 7088538 JOSEPH D MANSUETO X AFTER SCHOOL MATTERS 66 EAST RANDOLPH STREET CHICAGO IL 60601 NONE PC GENERAL SUPPORT 75000 ALZHEIMER'S ASSOCIATION 8430 W BRYN MAWR AVENUE 800 CHICAGO IL 60631 NONE PC GENERAL SUPPORT 5000 ANN & ROBERT H LURIE CHILDREN'S HOSPITAL OF CHICAGO 225 E CHICAGO AVENUE 282 CHICAGO IL 60611 NONE PC GENERAL SUPPORT 25000 ART INSTITUTE OF CHICAGO 111 SOUTH MICHIGAN AVENUE CHICAGO IL 60603 NONE PC GENERAL SUPPORT 280000 AZIRA MICHAEL YOUTH FOUNDATION 15918 INNERARITY POINT ROAD PENSACOLA FL 32507 NONE PC GENERAL SUPPORT 50000 BETTER GOVERNMENT ASSOCIATION 233 WEST JACKSON BLVD SUITE 300 CHICAGO IL 60606 NONE PC GENERAL SUPPORT 200000 BY THE HAND CLUB FOR KIDS PO BOX 10043 CHICAGO IL 60610 NONE PC GENERAL SUPPORT 50000 CHANGE ILLINOIS 2045 W GRAND AVENUE SUITE B PMB 33558 CHICAGO IL 60612 NONE PC GENERAL SUPPORT 100000 CHICAGO ARCHITECTURE CENTER FKA CHICAGO ARCHITECTURAL FOUNDATION 111 EAST WACKER DRIVE CHICAGO IL 60601 NONE PC GENERAL SUPPORT 10000 COLLEGE POSSIBLE 755 PRIOR AVENUE NORTH SUITE 210 SAINT PAUL MN 55104 NONE PC GENERAL SUPPORT 50000 COMMERCIAL CLUB OF CHICAGO 21 S CLARK STREET SUITE 4301 CHICAGO IL 60603 NONE PC GENERAL SUPPORT 66000 DEPAUL UNIVERSITY GIFT PROCESSING 1 E JACKSON BLVD CHICAGO IL 60604 NONE PC GENERAL SUPPORT 8100 EVERYTOWN FOR GUN SAFETY SUPPORT FUND PO BOX 4184 NEW YORK NY 10163 NONE PC GENERAL SUPPORT 100000 FRANCIS W PARKER SCHOOL 330 W WEBSTER AVENUE CHICAGO IL 60614 NONE PC GENERAL SUPPORT 50000 GEORGETOWN UNIVERSITY OFFICE OF GIFT ADMINISTRATION 2115 WISCONSIN AVE NW SUITE 500 WASHINGTON DC 20007 NONE PC GENERAL SUPPORT 100000 HEARTLAND ALLIANCE FOR HUMAN NEEDS & HUMAN RIGHTS 208 S LASALLE STREET CHICAGO IL 60604 NONE PC GENERAL SUPPORT 50000 HIGH JUMP 59 W NORTH BLVD CHICAGO IL 60610 NONE PC GENERAL SUPPORT 25000 INSTITUTE FOR NONVIOLENCE CHICAGO 819 N LEAMINGTON AVENUE CHICAGO IL 60651 NONE PC GENERAL SUPPORT 10000 JUNIOR ACHIEVEMENT OF CHICAGO 651 W WASHINGTON BLVD SUITE 404 CHICAGO IL 60661 NONE PC GENERAL SUPPORT 10000 LINCOLN PARK ZOOLOGICAL SOCIETY 2001 N CLARK STREET CHICAGO IL 60614 NONE PC GENERAL SUPPORT 25000 MAYO CLINIC 200 1ST STREET SW ROCHESTER MN 55905 NONE PC GENERAL SUPPORT 50000 METROPOLITAN PLANNING COUNCIL 140 S DEARBORN STREET SUITE 1400 CHICAGO IL 60603 NONE PC GENERAL SUPPORT 25000 MUNSTER EDUCATION FOUNDATION INC PO BOX 3046 MUNSTER IN 46321 NONE PC GENERAL SUPPORT 100000 NAVY PIER INC 600 EAST GRAND AVENUE CHICAGO IL 60611 NONE PC GENERAL SUPPORT 25000 NEIGHBORHOOD CAPITAL INSTITUTE 47 W POLK STREET SUITE 100-573 CHICAGO IL 60605 NONE PC GENERAL SUPPORT 50000 NEW LEADERS CHICAGO 30 WEST 26TH STREET 10TH FLOOR NEW YORK NY 10010 NONE PC GENERAL SUPPORT 10000 NOBLE NETWORK OF CHARTER SCHOOLS 1 N STATE STREET SUITE 7 CHICAGO IL 60602 NONE PC GENERAL SUPPORT 50000 NORTH AUSTIN COMMUNITY CENTER 1841 NORTH LARAMIE AVENUE CHICAGO IL 60639 NONE PC GENERAL SUPPORT 500000 NORTHWESTERN MEMORIAL HEALTHCARE 541 N FAIRBANKS COURT ROOM 1630 CHICAGO IL 60611 NONE PC GENERAL SUPPORT 2000000 ONEGOAL 180 N WABASH AVENUE SUITE 800 CHICAGO IL 60601 NONE PC GENERAL SUPPORT 25000 RENAISSANCE SOCIETY AT THE UNIVERSITY OF CHICAGO 5811 S ELLIS AVENUE BERGMAN GALLERY CHICAGO IL 60637 NONE PC GENERAL SUPPORT 100000 SHEDD AQUARIUM SOCIETY 1200 S DUSABLE LAKE SHORE DRIVE CHICAGO IL 60605 NONE PC GENERAL SUPPORT 2000000 SHIRLEY RYAN ABILITY LAB 355 E ERIE STREET CHICAGO IL 60611 NONE PC GENERAL SUPPORT 202879 SKILLS FOR CHICAGOLANDS FUTURE 191 N UPPER WACKER DRIVE CHICAGO IL 60606 NONE PC GENERAL SUPPORT 50000 STANFORD UNIVERSITY 450 SERRA MALL STANFORD CA 94305 NONE PC GENERAL SUPPORT 5500 START EARLY (FKA OUNCE OF PREVENTION FUND) 33 WEST MONROE STREET SUITE 1200 CHICAGO IL 60603 NONE PC GENERAL SUPPORT 20000 TEACH FOR AMERICA INC 25 BROADWAY 12TH FLOOR NEW YORK NY 10004 NONE PC GENERAL SUPPORT 525000 THE BARAK OBAMA FOUNDATION 5235 S HARPER COURT SUITE 1140 CHICAGO IL 60615 NONE PC GENERAL SUPPORT 2000000 THE NATIONAL SHRINE OF SAINT FRANCES XAVIER CABRINI 2520 N LAKEVIEW AVENUE CHICAGO IL 60614 NONE PC GENERAL SUPPORT 1000 THE NEWS LITERACY PROJECT 5335 WISCONSIN AVENUE NW SUITE 440 WASHINGTON DC 20015 NONE PC GENERAL SUPPORT 25000 THE WALDEN WOODS PROJECT THE THOREAU INSTITUTE AT WALDEN WOODS 44 BAKER FARM ROAD LINCOLN MA 01773 NONE PC GENERAL SUPPORT 100000 UNITED WAY OF METRO CHICAGO INC 333 S WABASH AVENUE 30TH FLOOR CHICAGO IL 60604 NONE PC GENERAL SUPPORT 25000 URBAN INSTITUTE 500 LENFANT PLAZA SW WASHINGTON DC 20024 NONE PC GENERAL SUPPORT 15000 WBEZCHICAGO PUBLIC MEDIA 848 E GRAND AVENUE NAVY PIER CHICAGO IL 60611 NONE PC GENERAL SUPPORT 1000000 10193479 0 14 25546 14 378897 14 51141 14 10923051 OTHER INCOME 14 528 0 11379163 0 11379163 0 0 0 0 0 0 0 0 0 0 X X 1 JOSEPH D MANSUETO 400 NORTH MICHIGAN AVE SUITE 350 CHICAGO IL 60611 5812198 X X 1 18,000 SHS MORNINGSTAR, INC 5795460 2021-12-08 DELOITTE TAX LLP 13965 6983 6982 MORNINGSTAR INC COMMON STOCK 18652572 49135816 BDT CAPITAL PARTNERS FUND 3 AT COST 17201567 17201567 TOVALA STOCK AT COST 2000000 2000000 HARRISON & HELD 2735 1367 1368 OTHER EXPENSES FROM PASS-THROUGHS 363296 363296 0 MISCELLANEOUS EXPENSES 1900 0 0 ILLINOIS SECRETARY OF STATE 23 0 23 ILLINOIS CHARITY BUREAU 15 0 15 OTHER INCOME FROM PASS-THROUGHS 51141 51141 51141 OTHER INCOME 528 528 TIMING DIFFERENCES 12257 CREDIT CARD PAYABLE 0 22379 FEDERAL TAXES 5060 0 0