TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023

Name of foundation
ALBERT & ANNE MANSFIELD FOUNDATION
C/O JEFFREY HOPMAYER

Number and street (or P.O. box number if mail is not delivered to street address)3710 WOODLAWN DRIVE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
NASHVILLE, TN37215

A Employer identification number

36-4244272

B Telephone number (see instructions)

(615) 668-7696

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$8,519,690J Accounting method: Cash Accrual
Other (specify)MODIFIED CASH
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	49,263		49,263
4	Dividends and interest from securities...	114,509		114,509
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		545,496
b	Gross sales price for all assets on line 6a 2,459,384
7	Capital gain net income (from Part IV, line 2)...			545,496
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	1,975	1,975
12	Total. Add lines 1 through 11........	711,243		711,243
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	73	0	73
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	82,534	73,440	9,094
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	5,128	0	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	131	0	131
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	87,866		73,440	9,298
25	Contributions, gifts, grants paid.......	518,729			518,729
26	Total expenses and disbursements. Add lines 24 and 25	606,595		73,440	528,027
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	104,648
b	Net investment income (if negative, enter -0-)			637,803
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	2,296	7,095	7,095
	2	Savings and temporary cash investments.........	102,875	69,547	69,547
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	4,408,141	List of Attached Documents: // Content 4,515,849	7,121,318
	c	Investments—corporate bonds (attach schedule).......	1,367,526	List of Attached Documents: // Content 1,392,995	1,321,730
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	5,880,838	5,985,486	8,519,690
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	5,880,838	5,985,486
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	0	0
	29	Total net assets or fund balances (see instructions).....	5,880,838	5,985,486
	30	Total liabilities and net assets/fund balances (see instructions).	5,880,838	5,985,486

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

5,880,838

Enter amount from Part I, line 27a .....................

104,648

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

5,985,486

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

5,985,486

Form 990-PF (2023)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	PUBLICLY TRADED SECURITIES - LT
b	PUBLICLY TRADED SECURITIES - ST
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,877,793	1,306,117	571,676
b	581,591	607,771	-26,180
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			571,676
b			-26,180
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	545,496
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	8,865
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	8,865
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	8,865
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	2,500
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	2,500
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	100
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	6,465
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax	Refunded	11

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ 0(2) On foundation managers. right arrow

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

Yes

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Yes

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

WWW.MANSFIELDFOUNDATION.ORG

The books are in care of right arrow

JEFFREY HOPMAYER Telephone no. right arrow

(615) 668-7696

Located at right arrow

3710 WOODLAWN DRIVENASHVILLETN ZIP+4 right arrow

37215

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... right arrow

and enter the amount of tax-exempt interest received or accrued during the year ........ right arrow

16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow

Form 990-PF (2023)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2023? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2023?....................

If "Yes," list the years right arrow

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2023.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
JUSTIN MANSFIELD	DIRECTOR 1.00	0	0	0
1423 SOUTH PLYMOUTH COURT CHICAGO,IL60605	DIRECTOR 1.00	0	0	0
BRIANA NICHOLS	DIRECTOR 1.00	0	0	0
313 GRASSMERE INTERLAKEN,NJ07712	DIRECTOR 1.00	0	0	0
ADAM NICHOLS	DIRECTOR 1.00	0	0	0
78 SPRING ROAD TUNBRIDGE,VT05077	DIRECTOR 1.00	0	0	0
MARLENE HOPMAYER	DIRECTOR 1.00	0	0	0
999 NORTH LAKE SHORE DRIVE CHICAGO,IL60611	DIRECTOR 1.00	0	0	0
BENETTA MANSFIELD	DIRECTOR 1.00	0	0	0
333 N CANAL ST APT 2305 CHICAGO,IL60606	DIRECTOR 1.00	0	0	0
SEYMOUR MANSFIELD	DIRECTOR 1.00	0	0	0
2837 SUNSET BOULEVARD MINNEAPOLIS,MN55416	DIRECTOR 1.00	0	0	0
ALEXIS MANSFIELD	DIRECTOR 1.00	0	0	0
2908 NORTH RIVERWALK DR CHICAGO,IL60618	DIRECTOR 1.00	0	0	0
MARCY SHINBAUM	PRESIDENT & CEO 1.00	0	0	0
343 ROLLING HILLS DRIVE FAIRFIELD,CT06824	PRESIDENT & CEO 1.00	0	0	0
ALEC HOPMAYER	DIRECTOR 1.00	0	0	0
2621 W WILSON CHICAGO,IL06825	DIRECTOR 1.00	0	0	0
JEFFREY HOPMAYER	EXECUTIVE DIRECTOR & TREASURER 1.00	0	0	0
3710 WOODLAWN DRIVE NASHVILLE,TN37215	EXECUTIVE DIRECTOR & TREASURER 1.00	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2023)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
BANK OF AMERICA	INVESTMENT MANAGEMENT	73,441
114 WEST 47TH STREET NEW YORK,NY10036	INVESTMENT MANAGEMENT	73,441

Total number of others receiving over $50,000 for professional services............. right arrow

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

8,111,359

Average of monthly cash balances.......................

150,309

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

8,261,668

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

8,261,668

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

123,925

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

8,137,743

Minimum investment return. Enter 5% (0.05) of line 5................

406,887

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

406,887

Tax on investment income for 2022 from Part V, line 5.......

8,865

Income tax for 2022. (This does not include the tax from Part V.) ...

220

Add lines 2a and 2b............................

9,085

Distributable amount before adjustments. Subtract line 2c from line 1............

397,802

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

397,802

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

397,802

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

528,027

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

528,027

Form 990-PF (2023)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2022	(c) 2022	(d) 2023
1 Distributable amount for 2023 from Part X, line 7					397,802
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2022:
a From 2018......
b From 2019......
c From 2020......
d From 2021......	89,875
e From 2022......	93,146
f Total of lines 3a through e ........		183,021
4Qualifying distributions for 2023 from Part
XI, line 4: $ 528,027
a Applied to 2022, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2023 distributable amount.....					397,802
e Remaining amount distributed out of corpus		130,225
5 Excess distributions carryover applied to 2023.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		313,246
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2023. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2024 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2018 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		313,246
10 Analysis of line 9:
a Excess from 2019....
b Excess from 2020....
c Excess from 2021....	89,875
d Excess from 2022....	93,146
e Excess from 2023....	130,225

Form 990-PF (2023)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2023	(b) 2022	(c) 2021	(d) 2020	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here right arrow

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

FOCUSED PHILANTHROPY CELENE PEURYE
122 FOURTH STREET
WILMETTE,IL60091
(847) 525-3998

bThe form in which applications should be submitted and information and materials they should include:

APPLICATIONS SHOULD BE SUBMITTED IN WRITING.

cAny submission deadlines:

N/A

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

N/A

Form 990-PF (2023)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ARISE CHICAGO 1436 WEST RANDOLPH ST SUITE 202 CHICAGO,IL60607		PC	GENERAL SUPPORT	17,000
ASCEND JUSTICE 555 WEST HARRISON STSUITE 1900 CHICAGO,IL60607		PC	GENERAL SUPPORT	17,000
AVODAH 125 MAIDEN LANE SUITE 8B NEW YORK,NY10038		PC	GENERAL SUPPORT	20,000
CENTRO COMUNITARIO ARTS 117 75TH STREET NORTH BERGEN,NJ07047		PC	GENERAL SUPPORT	20,000
CHICAGO ARTS PARTNERSHIPS IN EDUCATION 5841 NORTH KIMBALL CHICAGO,IL60659		PC	GENERAL SUPPORT	15,000
CONECT PO BOX 4298 HAMDEN,CT06514		PC	GENERAL SUPPORT	15,000
FRACTURED ATLAS PO BOX 55 HARTSDALE,NY10530		PC	GENERAL SUPPORT	15,000
FRIENDS OF EDUCATION JUSTICE 1001 S WRIGHT ST MC-409 CHAMPAIGN,IL61820		PC	GENERAL SUPPORT	17,000
GATEWAY FOUNDATION - WOMEN'S JUSTICE INSTITUTE 2150 SOUTH CANALPORT - 4A-1 CHICAGO,IL60608		PC	GENERAL SUPPORT	30,000
GROWING HOME 825 WEST 69TH STREET 2ND FLOOR CHICAGO,IL60621		PC	GENERAL SUPPORT	15,000
ILLINOIS PRISON PROJECT 53 WEST JACKSON BLVD SUITE 1056 CHICAGO,IL60616		PC	GENERAL SUPPORT	30,000
JEWISH COMMUNITY ACTION 2324 UNIVERSITY AVENUE WEST SUITE 105 ST PAUL,MN55114		PC	GENERAL SUPPORT	25,000
JEWISH COUNCIL ON URBAN AFFAIRS 4700 NORTH RAVENSWOOD SUITE B CHICAGO,IL60640		PC	GENERAL SUPPORT	25,000
MIGRANT JUSTICE 179 S WINOOSKI AVE UNIT 202 BURLINGTON,VT05401		PC	GENERAL SUPPORT	18,000
ORANGE COUNTY RESTORATIVE JUSTICE CENTER PO BOX 58 CHELSEA,VT05038		PC	GENERAL SUPPORT	15,229
ROOSEVELT UNIVERSITY 430 S MICHIGAN AVE WB1800 CHICAGO,IL60605		PC	GENERAL SUPPORT	60,000
UJAMAA PLACE 1821 UNIVERSITY AVENUE SUITE N257 ST PAUL,MN55104		PC	GENERAL SUPPORT	18,000
WE-WIN INSTITUTE 3424 PORTLAND AVENUE SOUTH MINNEAPOLIS,MN55407		PC	GENERAL SUPPORT	15,000
EQUAL JUSTICE WORKS 1730 M STREET NW SUITE 800 WASHINGTON,DC20036		PC	GENERAL SUPPORT	131,500
Total ................................. 3a				518,729

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2023)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	49,263
4 Dividends and interest from securities ....			14	114,509
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....			14	1,975
8 Gain or (loss) from sales of assets other than inventory ............			18	545,496
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		711,243	0

13Total. Add line 12, columns (b), (d), and (e)..................

711,243

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2023)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

ALBERT & ANNE MANSFIELD FOUNDATION

C/O JEFFREY HOPMAYER

EIN:

36-4244272

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ABBVIE 2.850% 3/14/23	30,706	30,868
AMERICAN INTL GROUP 4.125% 2/15/24	31,322	30,909
AMGEN INC	32,383	28,844
ANHEUSER-BUSCH INBEV WOR COMPANY	31,253	30,640
ANTHEM INC 3.65% 12/1/2027	30,604	30,027
APPLE INC 3.000% NOV 13 2027	31,494	29,779
BB&T CORP 2.85% 10/26/24	60,905	58,691
BP CAP MKTS AMER INC 3.796% 09/21/25	62,368	59,160
CAPITAL ONE FINANCIAL CO 3.750% MAR 09 2027	32,511	27,708
CHARLES SCHWAB CORP	8,606	8,904
CIGNA CORP 4.375% 10/15/2028	30,341	30,732
CITIGROUP 3.875% 10/25/23	29,210	29,342
DUKE ENERGY CORP NEW 2.650% DUE 09/01/26	33,522	29,435
FISERV INC 2.250% JUN 01 2027	30,508	27,749
GOLDMAN SACHS GROUP INC 3.750% DUE 02/25/26	67,901	58,639
JP MORGAN CHASE 3.9% 7/15/25	64,503	59,070
LOWES COS INC 2.5% 4/16/2026	29,623	29,526
MCDONALDS CORP 3.700% DUE 1/30/26	35,388	30,475
MERCK & CO INC 2.75%, 2/10/25	30,758	29,337
MORGAN STANLEY 3.95% 4/23/2027	33,054	30,109
NORTHROP GRUMMAN CORP 3.25% 1/15/2028	29,704	29,636
SHIRE ACQ UNV IRELAND DA SR 3.200% DUE 09/23/26	34,571	29,828
SALESFORCE COM INC 3.7% 4/11/2028	49,343	50,002
UNITED TECHNOLOGIES CORP 3.950% 08/16/25	34,774	30,558
US BANCORP 3.6% 9/11/24	61,390	59,254
VERIZON COMM INC 3.376% 2/15/25	31,226	29,441
WALT DISNEY COMPANY	28,738	28,702
WELLS FARGO & CO 4.300% 7/26/27	32,610	30,360
HP ENTERPRISE CO 4.9% 10/15/2025	35,059	30,858
ABBOTT LABRATORIES 3.75% 11/30/2026	68,712	60,171
DOWDUPONT INC 4.725% 11/15/2028	30,281	31,476
CVS HEALTH CORP 5.0% 01/30/2029	29,603	31,591
AT&T INC 4.35% 03/01/2029	29,321	30,622
PNC FINL SVCS CORP 06/12/2029	62,960	63,298
PHILIP MORRIS INTL INC 5.625% 11/17/2029	64,643	65,084
USD BANK NOVA SCOTIA 3.4% 02/11/2024	33,100	30,905

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

ALBERT & ANNE MANSFIELD FOUNDATION

C/O JEFFREY HOPMAYER

EIN:

36-4244272

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBOTT LABS	34,225	57,236
ABBVIE INC	43,680	44,942
ACCENTURE	30,676	64,567
ADOBE INC	46,905	107,388
AGILENT TECHNOLOGIES INC	16,341	31,560
AIR PRODS & CHEMS INC	28,542	48,189
ALEXANDRIA REAL ESTATE EQ INC	49,621	36,129
ALPHABET CL C	57,433	360,640
AMERICAN EXPRESS CO	57,795	57,888
AMERICAN WTR WKS CO INC	22,232	33,261
APPLE	47,237	491,337
APPLIED MATLS INC	25,866	82,007
APTIV	28,543	27,813
ASSURANT INC	28,026	28,475
AUTODESK INC	48,150	42,366
AUTOMATIC DATA PROC	28,333	31,451
BALL CORP	15,533	21,512
BEST BUY INC	18,596	23,719
BLACK ROCK INC CL A	49,036	81,992
BORG WARNER INC	36,814	33,842
BOSTON SCIENTIFIC CORP PIPER SANDLEY & CO	44,602	58,272
BRISTOL-MYERS SQUIBB CO	48,537	43,357
CATERPILLAR INC DEL COWEN AND COMPANY LLC	32,788	43,759
CISCO SYS INC	45,232	53,147
CITIGROUP	67,773	68,621
COMCAST CORP	63,281	72,572
COSTCO WHOLESALE CRP DEL	79,910	104,953
CUMMINS INC	17,418	26,353
CVS HEALTH CORP	39,857	46,981
DANAHER CORP DEL COM	21,048	19,201
DECKERS OUTDOOR CORP	22,119	39,437
DEERE & CO	18,859	50,384
EATON CORP LLC	21,386	63,336
EBAY INC	43,707	52,344
ECOLAB INC	29,866	40,067
EDWARDS LIFESCIENCES CORP	12,932	20,359
ELECTRONIC ARTS INC	35,110	36,665
ELEVANCE HEALTH INC BARCLAYS CAPITAL LE	35,169	60,360
EMERSON ELEC CO	23,463	34,552
ETSY INC.	28,944	31,366
GENERAL MLS INC	34,554	46,836
GILEAD SCIENCES INC	31,443	38,399
HASBRO INC	20,848	16,339
HERSHEY CO	37,927	44,000
HOME DEPOT INC	43,314	74,508
HUMANA INC	23,809	37,998
ILLINOIS TOOL WORKS INC	30,626	39,815
INTUIT	38,359	71,253
JOHNSON CONTROLS INTL PLC	18,993	28,878
LAM RESEARCH CORP	27,875	75,193
LAUDER ESTEE COS INC	15,223	16,380
LOWES COS INC	46,355	46,068
MASTERCARD INC	45,653	87,435
MERCK & CO INC	55,440	81,547
METLIFE INC COM	66,020	64,146
MICROSOFT CORP	168,063	497,877
MOODYS CORP	51,986	53,897
MORGAN STANLEY	30,001	71,616
NEXTERA ENERGY INC	35,259	49,078
NIKE INC CL B	31,864	42,559
NVIDIA CORP	25,052	243,153
OTIS WORLDWIDE CORP	17,309	17,894
PEPSICO INC	65,288	94,941
PROCTER & GAMBLE CO	61,871	83,674
PROGRESSIVE CORP OHIO	19,947	39,820
PROLOGIS INC	37,358	61,585
PVH CORP	22,609	31,751
QUALCOMM INC	22,766	37,893
ROCKWELL AUTOMATION INC	23,012	40,362
S&P GLOBAL INC	20,327	43,171
SALESFORCE COM INC	49,940	85,784
SCHLUMBERGER LTD	68,177	77,540
SEMPRA ENERGY	36,280	42,596
STARBUCKS CORP	45,548	61,542
STERIS PLC	9,169	15,390
TARGET	25,820	43,296
THERMO FISHER SCIENTIFIC CORP	19,934	34,501
TJX INC	23,689	44,747
TRACTOR SUPPLY CO	14,316	24,513
ULTA BEAUTY INC	22,811	27,929
UNITEDHEALTH GROUP INC	90,193	94,238
US BANCORP	78,597	84,093
VALERO ENERGY CORP	48,249	69,810
VERIZON COMMUNICATIONS INC	75,296	60,395
VERTEX PHARMACEUTICALS INC	29,714	57,778
VISA INC CL A	87,184	118,980
XYLEM INC	20,423	30,763
ZOETIS	28,978	61,777
ADVNCD MICRO D INC	67,688	82,992
ANALOG DEVICES INC	24,756	26,011
AT&T INC	37,723	34,097
EQUINOX INC	43,465	50,740
OCCIDENTAL PETE CORP	83,090	85,684
PAYPAL HOLDINGS INC	54,430	47,777
SERVICENOW INC	60,949	69,943
VENTAS INC	29,836	31,200
BAXTER INTERNATIONAL INC	20,630	18,557
CAPITAL ONE FINANICAL	48,806	58,348
CARRIER GLOBAL CORP	33,741	38,894
CENCORA INC	16,229	21,154
CENTENE CORP	20,498	20,556
FACTSET RESH SYS INC	29,564	31,962
FIDELITY NATIONAL INFO SERVICES	52,326	53,823
FORTIVE CORP	18,388	20,469
GENERAL MOTORS CO	64,491	66,093
HALLIBURTON COMPANY	44,614	45,549
HEWLETT PACKARD	37,915	37,475
INTRPUBLIC GRP OF CO	44,142	42,987
IQMA HOLDINGS INC	15,644	17,354
JACOBS SOLUTIONS INC	27,771	27,128
LKQ CORP	20,643	21,649
MC CORMICK NON VTG	20,611	20,937
OWENS CORNING INC	32,138	42,690
PUB SVC ENTERPRISE GROUP	25,760	25,500
VERALITO CORP	2,911	2,386
W W GRAINGER INCORP	22,636	63,809
WABTEC	41,075	46,065
WEYERHAEUSER CO	35,375	39,116
AON PLC REG SHS	48,950	44,235

- TIN:

TY 2023 LegalFeesSchedule

Name:

ALBERT & ANNE MANSFIELD FOUNDATION

C/O JEFFREY HOPMAYER

EIN:

36-4244272

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	73	0		73

- TIN:

TY 2023 OtherExpensesSchedule

Name:

ALBERT & ANNE MANSFIELD FOUNDATION

C/O JEFFREY HOPMAYER

EIN:

36-4244272

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
POSTAGE	33	0		33
OFFICE SUPPLIES	98	0		98

- TIN:

TY 2023 OtherIncomeSchedule2

Name:

ALBERT & ANNE MANSFIELD FOUNDATION

C/O JEFFREY HOPMAYER

EIN:

36-4244272

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER INCOME	1,975	1,975	1,975

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

ALBERT & ANNE MANSFIELD FOUNDATION

C/O JEFFREY HOPMAYER

EIN:

36-4244272

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES	73,440	73,440		0
FOUNDATION MANAGEMENT SERVICES	9,094	0		9,094

- TIN:

TY 2023 TaxesSchedule

Name:

ALBERT & ANNE MANSFIELD FOUNDATION

C/O JEFFREY HOPMAYER

EIN:

36-4244272

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXCISE TAX	5,128	0		0