BETA

MANSUETO FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MANSUETO FOUNDATION (EIN 27-1895175)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202123199349101652
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T08:23:25-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-11-12SignatureDt
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 PersonTIMOTHY R MONTICCHIOPreparerPersonNm
PTINP01884258PTIN
Phone3124861000PhoneNum
Preparation2021-11-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$57,205,672FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$5,263,158ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$31,605InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$93,852InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$498,500DividendsRevAndExpnssAmt
Dividends Net Invst Incm$498,500DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,563,487NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,773,370GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,735,497CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$427OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$427OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$10,357,177TotalRevAndExpnssAmt
Total Net Invst Incm$9,328,276TotalNetInvstIncmAmt
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$3,558LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,779LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,779LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,085AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,043AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,042AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$550,028TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$310,164OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$309,149OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$15OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$871,835TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$314,971TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,836TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$5,814,615ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$5,814,615ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$6,686,450TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$314,971TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$5,820,451TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$3,670,727ExcessRevenueOverExpensesAmt
Net Investment Income$9,013,305NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$5,974,921CashBOYAmt
Cash EOY$7,615,751CashEOYAmt
Cash EOYFMV$7,615,751CashEOYFMVAmt
Acct Rcvbl BOY$2,000,000AcctRcvblBOYAmt
Corporate Stock BOY$17,247,159CorporateStockBOYAmt
Corporate Stock EOY$18,327,018CorporateStockEOYAmt
Corporate Stock EOYFMV$40,301,763CorporateStockEOYFMVAmt
Other Investments BOY$6,339,142OtherInvestmentsBOYAmt
Other Investments EOY$9,288,158OtherInvestmentsEOYAmt
Other Investments EOYFMV$9,288,158OtherInvestmentsEOYFMVAmt
Total Assets BOY$31,561,222TotalAssetsBOYAmt
Total Assets EOY$35,230,927TotalAssetsEOYAmt
Total Assets EOYFMV$57,205,672TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$34,508,673AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$35,170,471AdditionalPaidInCapitalEOYAmt
Retained Earning BOY-$2,947,451RetainedEarningBOYAmt
Retained Earning EOY$60,456RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$31,561,222TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$35,230,927TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$31,561,222TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$35,230,927TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$31,561,222TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$3,670,727ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$35,231,949SubtotalAmt
Other Decreases$1,022OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$35,230,927TotNetAstOrFundBalancesEOYAmt

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 LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
40,000 SHS MORNINGSTAR INCD2020-12-31$8,773,370$8,773,370$8,773,370
CAPITAL GAIN (LOSS) FROM PASSTHROUGHP2020-12-31-$37,873-$37,873$37,873
FieldValueIRS element (for citing)
Capital Gain Net Income$8,735,497CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$125,285InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$125,285SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$125,285TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$375,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$375,600TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$250,315OverpaymentAmt
Applied To ES Tax$250,315AppliedToESTaxAmt
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 Limit0UnrelatedBusIncmOverLimitInd
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 OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As ExcYes (1)TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
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 350CHICAGOIL60611PRESIDENT0.00$0$0$0
RIKA YOSHIDA
400 NORTH MICHIGAN AVE SUITE 350CHICAGOIL60611VICE-PRESIDENT0.00$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$30,364,719AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,727,686AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$34,092,405TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$34,092,405AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$511,386CashDeemedCharitableAmt
Net Vl Noncharitable Assets$33,581,019NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,679,051MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,679,051MinimumInvestmentReturnAmt
Tax Based On Investment Income$125,285TaxBasedOnInvestmentIncomeAmt
Total Tax$125,285TotalTaxAmt
Distributable Before Adj$1,553,766DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,553,766DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,553,766DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$5,820,451ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$5,820,451QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$5,820,451AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,553,766DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$404,251ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$382,853ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$426,418ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$3,669,800ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,883,322TotalExcessDistributionCyovAmt
Qualifying Distributions$5,820,451QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,553,766AppliedToCurrentYearAmt
Remaining Distri From Corpus$4,266,685RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$9,150,007TotalCorpusAmt
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$404,251ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,745,756ExcessDistriCyovToNextYrAmt
Excess From Year4$382,853ExcessFromYear4Amt
Excess From Year3$426,418ExcessFromYear3Amt
Excess From Year1$3,669,800ExcessFromYear1Amt
Excess From Current Year$4,266,685ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 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
AIDS FOUNDATION OF CHICAGO
200 WEST MONROE STREET SUITE 1150CHICAGOIL60606NONEPCGENERAL SUPPORT$10,000
ANN & ROBERT H LURIE CHILDREN'S HOSPITAL
225 E CHICAGO AVE 282CHICAGOIL60611NONEPCGENERAL SUPPORT$25,000
ART INSTITUTE OF CHICAGO
111 SOUTH MICHIGAN AVENUECHICAGOIL60603NONEPCGENERAL SUPPORT$150,000
AZIRA MICHAEL YOUTH FOUNDATION
15918 INNERARITY POINT ROADPENSACOLAFL32507NONEPCGENERAL SUPPORT$50,000
BERRIEN COMMUNITY FOUNDATION
2900 S STATE ST SUITE 2ESAINT JOSEPHMI49085NONEPCGENERAL SUPPORT$25,000
BETTER GOVERNMENT ASSOCIATION
223 W JACKSON BLVD SUITE 620CHICAGOIL60606NONEPCGENERAL SUPPORT$200,000
BRAVEN INCORPORATED
100 N LASALLE STREET SUITE 310CHICAGOIL60602NONEPCGENERAL SUPPORT$10,000
BY THE HAND CLUB FOR KIDS
PO BOX 10043CHICAGOIL60610NONEPCGENERAL SUPPORT$50,000
CHANGE ILLINOIS ACTION FUND
233 N MICHIGAN AVE STE 1800CHICAGOIL60601NONENCGENERAL SUPPORT$25,000
CHANGE ILLINOIS
233 N MICHIGAN AVE STE 1800CHICAGOIL60601NONEPCGENERAL SUPPORT$100,000
CHICAGO ARCHITECTURE BIENNIAL
78 E WASHINGTON STCHICAGOIL60602NONEPCGENERAL SUPPORT$100,000
CHICAGO COMMUNITY FOUNDATION CENTRAL INVESTMENT FUND
225 N MICHIGAN AVE STE 2200CHICAGOIL60601NONEPCGENERAL SUPPORT$2,000,000
CHICAGO MATH AND SCIENCE ACADEMY
7212 N CLARK STREETCHICAGOIL60626NONEPCGENERAL SUPPORT$74,000
COLLEGE POSSIBLE INC
755 PRIOR AVE N SUITE 210ST PAULMN55104NONEPCGENERAL SUPPORT$50,000
COMMERCIAL CLUB FOUNDATION
21 SOUTH CLARK ST SUITE 4301CHICAGOIL60603NONEPCGENERAL SUPPORT$134,500
EVERYTOWN FOR GUN SAFETY SUPPORT FUND INC
PO BOX 4184NEW YORKNY10163NONEPCGENERAL SUPPORT$100,000
FERNWOOD BOTANICAL GARDENS
13988 RANGE LINE RDNILESMI49120NONEPCGENERAL SUPPORT$25,000
FRANCIS W PARKER SCHOOL
330 W WEBSTER AVECHICAGOIL60614NONEPCGENERAL SUPPORT$107,500
FRANCISCAN OUTREACH
717B W 18TH STCHICAGOIL60616NONEPCGENERAL SUPPORT$25,000
GREATER CHICAGO FOOD DEPOSITORY
4100 W ANN LURIE PLCHICAGOIL60632NONEPCGENERAL SUPPORT$162,615
HEARTLAND ALLIANCE FOR HUMAN NEEDS AND RIGHTS
208 S LASALLE ST STE 1300CHICAGOIL60604NONEPCGENERAL SUPPORT$50,000
HIGH JUMP
59 W NORTH BLVDCHICAGOIL60610NONEPCGENERAL SUPPORT$25,000
INSTITUTE FOR NONVIOLENCE CHICAGO
819 NORTH 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 STCHICAGOIL60614NONEPCGENERAL SUPPORT$25,000
MAYO CLINIC
200 FIRST ST SWROCHESTERMN55902NONEPCGENERAL SUPPORT$50,000
METROPOLITAN PLANNING COUNCIL
140 S DEARBORN ST 1400CHICAGOIL60603NONEPCGENERAL SUPPORT$25,000
MUNSTER EDUCATION FOUNDATION INC
PO BOX 3046MUNSTERIN46321NONEPCGENERAL SUPPORT$200,000
NEW LEADERS CHICAGO
17 N STATE STCHICAGOIL60602NONEPCGENERAL SUPPORT$10,000
NEWS LITERACY PROJECT INC
5335 WISCONSIN AVE NW SUITE 440WASHINGTONDC20015NONEPCGENERAL SUPPORT$25,000
NORTHWESTERN MEMORIAL HEALTHCARE
541 N FAIRBANKS CT RM 1630CHICAGOIL60611NONEPCGENERAL SUPPORT$200,000
ONE GOAL
180 N WABASH AVE SUITE 800CHICAGOIL60601NONEPCGENERAL SUPPORT$25,000
PRO PUBLICA INC
155 AVENUE OF THE AMERICAS 13THNEW YORKNY10013NONEPCGENERAL SUPPORT$25,000FLOOR
PROJECT ISAIAH
2121 GEORGE HALAS DR NWCANTONOH44708NONEPCGENERAL SUPPORT$25,000
RENAISSANCE SOCIETY AT THE UNIVERSITY OF CHICAGO
5811 S ELLIS AVE BERGMAN GALLERYCHICAGOIL60637NONEPCGENERAL SUPPORT$100,000COBB HALL 418
SCHOOL TOWN OF MUNSTER
8616 COLUMBIA AVEMUNSTERIN46321NONEPCGENERAL SUPPORT$100,000
SHIRLEY RYAN ABILITY LAB
355 E ERIE STCHICAGOIL60611NONEPCGENERAL SUPPORT$300,000
ST FRANCIS X CABRINI NATIONAL SHRINE
2520 N LAKEVIEW AVECHICAGOIL60614NONEPCGENERAL SUPPORT$1,000
STANFORD UNIVERSITY
450 SERRA MALLSTANFORDCA94305NONEPCGENERAL SUPPORT$50,000
START EARLY
33 W MONROE STREET SUITE 1200CHICAGOIL60603NONEPCGENERAL SUPPORT$20,000
TEACH FOR AMERICA INC
25 BROADWAY 12TH FLOORNEW YORKNY10004NONEPCGENERAL SUPPORT$525,000
THE NATURE CONSERVANCY
4245 N FAIRFAX DRIVE SUITE 100ARLINGTONVA22203NONEPCGENERAL SUPPORT$250,000
THE WALDEN WOODS PROJECT
THE THOREAU INSTITUTE AT WALDENLINCOLNMA01773NONEPCGENERAL SUPPORT$100,000WOODS 44 BAKER FARM RD
UNITED WAY OF METROPOLITAN CHICAGO INC
333 S WABASH AVE 30TH FLOORCHICAGOIL60604NONEPCGENERAL SUPPORT$25,000
UNIVERSITY OF CHICAGO
5801 S ELLIS AVECHICAGOIL60637NONEPCGENERAL SUPPORT$100,000
URBAN INITIATIVES INC
650 W LAKE ST STE 340CHICAGOIL60661NONEPCGENERAL SUPPORT$15,000
WBEZCHICAGO PUBLIC MEDIA
848 E GRAND AVE NAVY PIERCHICAGOIL60611NONEPCGENERAL SUPPORT$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$5,814,615TotalGrantOrContriPdDurYrAmt
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$31,605ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$498,500ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$427ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,563,487ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$5,094,019ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$5,094,019TotalIncomeProducingActyAmt

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$5,263,158TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property26,000 SHS MORNINGSTAR, INCNoncashPropertyDesc
Fair Market Value$5,251,870FairMarketValueAmt
Received2020-12-04ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryDELOITTE TAX LLPCategoryTxt
Amt$8,085Amt
Net Investment Income$4,043NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,042DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHANGE ILLINOIS ACTION FUNDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1233 N MICHIGAN AVENUE SUITE 1800AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
Grant2020-05-28GrantDt
Grant$25,000GrantAmt
Purpose Of GrantIN SUPPORT OF THE CHANGE ILLINOIS FUNDPurposeOfGrantTxt
Expended By Grantee$25,000ExpendedByGranteeAmt
Any Diversion By GranteeNOAnyDiversionByGranteeTxt
Dates Of Reports By GranteeNOVEMBER 10, 2021DatesOfReportsByGranteeTxt
Results Of VerificationN/AResultsOfVerificationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORNINGSTAR INC COMMON STOCKStockNm
EOY Book Value$18,327,018EOYBookValueAmt
EOYFMV$40,301,763EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BDT CAPITAL PARTNERS FUND 3AT COST$7,288,158$7,288,158
TOVALA STOCKAT COST$2,000,000$2,000,000

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryHARRISON & HELDCategoryTxt
Legal Fees$3,558LegalFeesAmt
Net Investment Income$1,779NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,779DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTIMING DIFFERENCESDesc
Amt$1,022Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
IL ANNUAL REPORT FILING FEE$15$0$15
OTHER EXPENSES FROM PASS-THROUGHS$309,149$309,149$0
MISCELLANEOUS EXPENSES$1,000$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOME FROM PASS-THROUGHSDesc
Revenue And Expenses Per Books$427RevenueAndExpensesPerBooksAmt
Net Investment Income$427NetInvestmentIncomeAmt
Adjusted Net Income$427AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$550,028Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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