MANSUETO FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MANSUETO FOUNDATION (EIN 27-1895175)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349102614
- Schema version
- 2024v5.2
- 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
- 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 | 2025-11-14T11:11:08-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHERINE ADRIATICO | PreparerPersonNm |
| PTIN | P01610129 | PTIN |
| Phone | 3124861000 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $65,117,488 | 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 | $7,219,603 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $326 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $326 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $220,918 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $419,084 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,925,523 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,248,895 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,260,680 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $71,692 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,366,370 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,751,782 | 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 | $783 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $392 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $392 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $46,260 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,130 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,130 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $5,102 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $7,647 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $210,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,760 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $461,360 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,760 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $263,905 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $492,529 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $25,282 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,804,330 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,804,330 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,068,235 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $492,529 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,829,612 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,298,135 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,259,253 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $566,883 | CashBOYAmt |
| Cash EOY | $7,471,993 | CashEOYAmt |
| Cash EOYFMV | $7,471,993 | CashEOYFMVAmt |
| Corporate Stock BOY | $16,326,761 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,174,189 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,840,527 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $27,127,421 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,773,923 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $33,804,968 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $44,021,065 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,420,105 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,117,488 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $172,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $172,500 | 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 | $32,864,771 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $32,158,851 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,983,794 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,261,254 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,848,565 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $49,420,105 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,021,065 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $49,420,105 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,848,565 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,298,135 | ExcessRevenueOverExpensesAmt |
| Other Increases | $273,405 | OtherIncreasesAmt |
| Subtotal | $49,420,105 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $49,420,105 | 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 | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 50000 SHS MORNINGSTAR INC | D | 2024-12-31 | $17,248,895 | $8,953,234 | $8,295,661 | $8,295,661 |
| GAINS/(LOSSES) FROM PARTNERSHIPS | D | 2024-12-31 | $1,034,981 | -$1,034,981 | -$1,034,981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,260,680 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $100,904 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $100,904 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $100,904 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $312,223 | 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 | $312,223 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $211,319 | OverpaymentAmt |
| Applied To ES Tax | $211,319 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MIKE IBERL | IndividualWithBooksNm |
| Phone | 3127362528 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 NORTH MICHIGAN AVE SUITE 350 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOSEPH D MANSUETO | ||||||||
| 400 NORTH MICHIGAN AVE SUITE 350 | CHICAGO | IL | 60611 | PRESIDENT/CHAIRMAN | 1.00 | $0 | $0 | $0 |
| RIKA YOSHIDA | ||||||||
| 400 NORTH MICHIGAN AVE SUITE 350 | CHICAGO | IL | 60611 | VICE-PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDT CAPITAL PARTNERS FUND 3 (TE) LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 N MICHIGAN AVENUE SUITE 3100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $457,994 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,084,410 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,898,532 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $33,804,968 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $59,787,910 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $59,787,910 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $896,819 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $58,891,091 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,944,555 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,944,555 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $100,904 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $100,904 | TotalTaxAmt |
| Distributable Before Adj | $2,843,651 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,843,651 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,843,651 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,829,612 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,829,612 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,843,651 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,669,800 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,266,685 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,088,538 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,678,875 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,731,178 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,435,076 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,829,612 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,843,651 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,985,961 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $38,421,037 | 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 | $3,669,800 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $34,751,237 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,266,685 | ExcessFromYear4Amt |
| Excess From Year3 | $7,088,538 | ExcessFromYear3Amt |
| Excess From Year2 | $7,678,875 | ExcessFromYear2Amt |
| Excess From Year1 | $8,731,178 | ExcessFromYear1Amt |
| Excess From Current Year | $6,985,961 | 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 (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AFTER SCHOOL MATTERS | ||||||||||||||
| 66 EAST RANDOLPH STREET | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $75,000 | |||||||
| AMERICAN ONLINE GIVING FOUNDATION | ||||||||||||||
| 40 EAST MAIN STREET SUITE 887 | NEWARK | DE | 19711 | NONE | PC | GENERAL SUPPORT | $88,138 | |||||||
| ART INSTITUTE OF CHICAGO | ||||||||||||||
| 111 SOUTH MICHIGAN AVENUE | CHICAGO | IL | 60603 | NONE | PC | GENERAL SUPPORT | $100,000 | |||||||
| AZIRA MICHAEL YOUTH FOUNDATION | ||||||||||||||
| 15918 INNERARITY POINT ROAD | PENSACOLA | FL | 32507 | NONE | PC | GENERAL SUPPORT | $25,000 | |||||||
| BETTER GOVERNMENT ASSOCIATION | ||||||||||||||
| 233 WEST JACKSON BLVD SUITE 300 | CHICAGO | IL | 60606 | NONE | PC | GENERAL SUPPORT | $200,000 | |||||||
| BRAVEN | ||||||||||||||
| 100 N LASALLE ST SUITE 310 | CHICAGO | IL | 60602 | NONE | PC | GENERAL SUPPORT | $25,000 | |||||||
| BY THE HAND CLUB FOR KIDS | ||||||||||||||
| PO BOX 10043 | CHICAGO | IL | 60610 | NONE | PC | GENERAL SUPPORT | $50,000 | |||||||
| CHANGE ILLINOIS | ||||||||||||||
| 2045 W GRAND AVENUE SUITE B PMB | CHICAGO | IL | 60612 | NONE | PC | GENERAL SUPPORT | $100,000 | 33558 | ||||||
| CHICAGO FIRE FOUNDATION | ||||||||||||||
| 1 N DEARBORN STREET SUITE 1300 | CHICAGO | IL | 60602 | NONE | PC | GENERAL SUPPORT | $100,000 | |||||||
| CHICAGO MATHMATICS AND SCIENCE ACADEMY | ||||||||||||||
| 7212 N CLARK STREET | CHICAGO | IL | 60626 | NONE | PC | GENERAL SUPPORT | $50,000 | |||||||
| CITY YEAR INC | ||||||||||||||
| 287 COLUMBUS AVENUE | BOSTOM | MA | 02116 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||||
| COLLEGE POSSIBLE | ||||||||||||||
| 755 PRIOR AVENUE NORTH SUITE 210 | SAINT PAUL | MN | 55104 | NONE | PC | GENERAL SUPPORT | $150,000 | |||||||
| COMMERCIAL CLUB FOUNDATION | ||||||||||||||
| 21 S CLARK STREET SUITE 4301 | CHICAGO | IL | 60603 | NONE | PC | GENERAL SUPPORT | $50,000 | |||||||
| DEPAUL COLLEGE PREP FOUNDATION | ||||||||||||||
| 3333 NORTH ROCKWELL STREET | CHICAGO | IL | 60618 | NONE | PC | GENERAL SUPPORT | $50,000 | |||||||
| EVERYTOWN FOR GUN SAFETY SUPPORT FUND | ||||||||||||||
| PO BOX 4184 | NEW YORK | NY | 10163 | NONE | PC | GENERAL SUPPORT | $100,000 | |||||||
| FRANCIS W PARKER SCHOOL | ||||||||||||||
| 330 W WEBSTER AVENUE | CHICAGO | IL | 60614 | NONE | PC | GENERAL SUPPORT | $35,000 | |||||||
| FRANCISCAN OUTREACH | ||||||||||||||
| 717B W 18TH STREET | CHICAGO | IL | 60616 | NONE | PC | GENERAL SUPPORT | $25,000 | |||||||
| GEORGETOWN UNIVERSITY | ||||||||||||||
| OFFICE OF GIFT ADMINISTRATION 2115 | WASHINGTON | DC | 20007 | NONE | PC | GENERAL SUPPORT | $100,000 | WISCONSIN AVE NW SUITE 500 | ||||||
| GREATER CHICAGO FOOD DEPOSITORY | ||||||||||||||
| 4100 W ANN LURIE PL | CHICAGO | IL | 60632 | NONE | PC | GENERAL SUPPORT | $70,374 | |||||||
| GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC | ||||||||||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | NONE | PC | GENERAL SUPPORT | $500,000 | |||||||
| HIGH JUMP | ||||||||||||||
| 59 W NORTH BLVD | CHICAGO | IL | 60610 | NONE | PC | GENERAL SUPPORT | $35,000 | |||||||
| ILLINOIS POLICY INSTITUATE | ||||||||||||||
| 300 S RIVERSIDE PLAZA SUITE 1650 | CHICAGO | IL | 60606 | NONE | PC | GENERAL SUPPORT | $600,000 | |||||||
| 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 | |||||||
| 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 | |||||||
| MEEDAN INC | ||||||||||||||
| 575 MARKET STREET 4TH FLOOR | SAN FRANCISCO | CA | 94105 | NONE | PC | GENERAL SUPPORT | $250,000 | |||||||
| MUNSTER EDUCATION FOUNDATION INC | ||||||||||||||
| PO BOX 3046 | MUNSTER | IN | 46321 | NONE | PC | GENERAL SUPPORT | $100,000 | |||||||
| NATIONAL SHRINE OF SAINT FRANCES XAVIER CABRINI | ||||||||||||||
| 2520 N LAKEVIEW AVENUE | CHICAGO | IL | 60614 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||||
| NEW LEADERS CHICAGO | ||||||||||||||
| 30 WEST 26TH STREET 10TH FLOOR | NEW YORK | NY | 10010 | NONE | PC | GENERAL SUPPORT | $10,000 | |||||||
| NEW YORK COMMON PANTRY | ||||||||||||||
| 8 EAST 109TH STREET | NEW YORK | NY | 10029 | NONE | PC | GENERAL SUPPORT | $5,466 | |||||||
| NOBLE NETWORK OF CHARTER SCHOOLS | ||||||||||||||
| 1 N STATE STREET SUITE 7 | CHICAGO | IL | 60602 | NONE | PC | GENERAL SUPPORT | $112,500 | |||||||
| NORTH AUSTIN COMMUNITY CENTER | ||||||||||||||
| 1841 NORTH LARAMIE AVENUE | CHICAGO | IL | 60639 | NONE | PC | GENERAL SUPPORT | $500,000 | |||||||
| NORTHWESTERN MEMORIAL FOUNDATION | ||||||||||||||
| 541 N FAIRBANKS COURT SUITE 800 | CHICAGO | IL | 60611 | NONE | PC | GENERAL SUPPORT | $2,000,000 | |||||||
| NOURISHING HOPE | ||||||||||||||
| 3945 N SHERIDAN ROAD | CHICAGO | IL | 60613 | NONE | PC | GENERAL SUPPORT | $20,000 | |||||||
| ONEGOAL | ||||||||||||||
| 180 N WABASH AVENUE SUITE 800 | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $25,000 | |||||||
| OPENLANDS | ||||||||||||||
| 25 EAST WASHINGTON STREET SUITE | CHICAGO | IL | 60602 | NONE | PC | GENERAL SUPPORT | $25,798 | 1650 | ||||||
| PARTNERS IN HEALTH A NONPROFIT CORPORATION | ||||||||||||||
| 800 BOYLSTON STREET | BOSTON | MA | 02199 | NONE | PC | GENERAL SUPPORT | $20,000 | |||||||
| RENAISSANCE SOCIETY AT THE UNIVERSITY OF CHICAGO | ||||||||||||||
| 5811 S ELLIS AVENUE BERGMAN GALLERY | CHICAGO | IL | 60637 | NONE | PC | GENERAL SUPPORT | $100,000 | |||||||
| SHEDD AQUARIUM SOCIETY | ||||||||||||||
| 1200 S DUSABLE LAKE SHORE DRIVE | CHICAGO | IL | 60605 | NONE | PC | GENERAL SUPPORT | $2,000,000 | |||||||
| SKILLS FOR CHICAGOLAND'S FUTURE | ||||||||||||||
| 205 W WACKER DRIVE SUITE 2000 | CHICAGO | IL | 60606 | NONE | PC | GENERAL SUPPORT | $3,000 | |||||||
| START EARLY (FKA OUNCE OF PREVENTION FUND) | ||||||||||||||
| 33 WEST MONROE STREET SUITE 1200 | CHICAGO | IL | 60603 | NONE | PC | GENERAL SUPPORT | $50,000 | |||||||
| TEACH FOR AMERICA INC | ||||||||||||||
| 25 BROADWAY 12TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $700,000 | |||||||
| THE NATURE CONSERVANCY | ||||||||||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | NONE | PC | GENERAL SUPPORT | $48,427 | |||||||
| TUTORING CHICAGO | ||||||||||||||
| 2145 N HALSTED STREET | CHICAGO | IL | 60614 | NONE | PC | GENERAL SUPPORT | $25,000 | |||||||
| UK ONLINE GIVING FOUNDATION | ||||||||||||||
| NONE | PC | GENERAL SUPPORT | $86,709 | C/O WOMBLE BOND DICKINSON UK LLP 4 | MORE LONDON RIVERSIDE | LONDON | UNITED KINGDOM | UK | SE1 2AU | |||||
| UNITED WAY OF METRO CHICAGO INC | ||||||||||||||
| 333 S WABASH AVENUE 30TH FLOOR | CHICAGO | IL | 60604 | NONE | PC | GENERAL SUPPORT | $25,000 | |||||||
| UNIVERSITY OF ILLINOIS FOUNDATION | ||||||||||||||
| 303 ST MARYS ROAD | CHAMPAIGN | IL | 61820 | NONE | PC | GENERAL SUPPORT | $50,000 | |||||||
| WBEZCHICAGO PUBLIC MEDIA | ||||||||||||||
| 848 E GRAND AVENUE NAVY PIER | CHICAGO | FL | 60611 | NONE | PC | GENERAL SUPPORT | $1,000,000 | |||||||
| WORLD CENTRAL KITCHEN INC | ||||||||||||||
| 200 MASSACHUSETTS AVENUE NW 7TH | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $6,798 | FLOOR | ||||||
| YWCA METROPOLITAN CHICAGO | ||||||||||||||
| 1 N LASALLE STREET 1700 | CHICAGO | IL | 60602 | NONE | PC | GENERAL SUPPORT | $11,120 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,804,330 | 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 | $326 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $220,918 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,925,523 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,692 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,218,459 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,218,459 | 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 | $7,219,603 | 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 | 20,000 SHS MORNINGSTAR, INC | NoncashPropertyDesc |
| Fair Market Value | $7,170,800 | FairMarketValueAmt |
| Received | 2024-12-06 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $46,260 | Amt |
| Net Investment Income | $23,130 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,130 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORNINGSTAR INC COMMON STOCK | $13,606,537 | $23,096,628 |
| KEURIG DR PEPPER INC COMMON STOCK | $567,652 | $743,899 |
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 | $25,115,580 | $31,146,625 |
| TOVALA STOCK | AT COST | $2,000,000 | $2,000,000 |
| FUND 3 (TE) SPIRITS, LP | AT COST | $658,343 | $658,343 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $783 | LegalFeesAmt |
| Net Investment Income | $392 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $392 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSES FROM PASS-THROUGHS | $0 | $461,360 | $0 |
| ILLINOIS CHARITY BUREAU | $1,760 | $0 | $1,760 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $71,692 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $71,692 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $71,692 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $273,405 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKS IN TRANSIT | Desc |
| BOY Book Value | $172,500 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $210,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments