TY 2025 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.
Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2025

Open to Public Inspection

For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25

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
NASHVILLE

State or province
TN

Country

ZIP or foreign postal code
37215

A Employer identification number

36-4244272

B Telephone number (see instructions)

6156687696

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

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

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

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

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 .......

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$9,983,655J 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	64,128		64,128
4	Dividends and interest from securities...	98,634		98,634
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		523,650
b	Gross sales price for all assets on line 6a 2,285,487
7	Capital gain net income (from Part IV, line 2)...			523,650
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	5,336	5,336
12	Total. Add lines 1 through 11........	691,748		691,748
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).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	110,454	84,905	25,549
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	10,977	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	471	0	471
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	121,902		84,905	26,020
25	Contributions, gifts, grants paid.......	532,644			532,644
26	Total expenses and disbursements. Add lines 24 and 25 ................	654,546		84,905	558,664
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	37,202
b	Net investment income (if negative, enter -0-)			606,843
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2025)

Form 990-PF (2025)

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.............	9,742	2,454	2,454
	2	Savings and temporary cash investments.........	110,635	120,460	120,460
	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).......	4,386,324	List of Attached Documents: // Content 4,467,169	8,482,636
	c	Investments—corporate bonds (attach schedule).......	1,428,384	List of Attached Documents: // Content 1,382,204	1,378,105
	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)	5,935,085	5,972,287	9,983,655
	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........	5,985,486	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	-50,401	-13,199
	29	Total net assets or fund balances (see instructions).....	5,935,085	5,972,287
	30	Total liabilities and net assets/fund balances (see instructions).	5,935,085	5,972,287

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) ...............

5,935,085

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

37,202

Other increases not included in line 2 (itemize)

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

5,972,287

Decreases not included in line 2 (itemize)

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

5,972,287

Form 990-PF (2025)

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	1,895,700	1,393,305	502,395
b	389,787	368,532	21,255
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			502,395
b			21,255
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	523,650
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	8,435
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	8,435
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	8,435
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	6,600
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	6,600
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	121
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	1,956
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 2026 estimated tax	Refunded	11
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

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. $ 0(2) On foundation managers.$ 0

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

on foundation managers.$ 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?.........

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

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 2025 or the taxable year beginning in 2025? 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 addressWWW.MANSFIELDFOUNDATION.ORG

The books are in care ofJEFFREY HOPMAYER Telephone no. (615) 668-7696

Located at3710 WOODLAWN DRIVENASHVILLETN ZIP+437215

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

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

16 At any time during calendar year 2025, 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

Form 990-PF (2025)

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 ........

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 2025? .............

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 2025, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2025?....................

If "Yes," list the years 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 2025 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 Form 4720, Schedule C, to determine

if the foundation had excess business holdings in 2025.).....................

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 2025? ..

Form 990-PF (2025)

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 .........

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 (2025)

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	84,905
114 WEST 47TH STREET NEW YORK,NY10036	INVESTMENT MANAGEMENT	84,905

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.........................0

Form 990-PF (2025)

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...................

9,145,915

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

326,130

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

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

9,472,045

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.........................

9,472,045

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

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

142,081

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

9,329,964

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

466,498

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)

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

466,498

Tax on investment income for 2025 from Part V, line 5 .......

8,435

Income tax for 2025. (This does not include the tax from Part V.) ...

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

8,435

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

458,063

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

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

458,063

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

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

458,063

Part XI

Qualifying Distributions (see instructions)

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

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

558,664

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. .......

558,664

Form 990-PF (2025)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2024	(c) 2024	(d) 2025
1 Distributable amount for 2025 from Part X, line 7					458,063
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......				0
b Total for prior years:20 , 20, 20			0
3 Excess distributions carryover, if any, to 2025:
a From 2020......
b From 2021......	89,875
c From 2022......	93,146
d From 2023......	130,225
e From 2024......	67,786
f Total of lines 3a through e ........		381,032
4Qualifying distributions for 2025 from Part
XI, line 4: $ 558,664
a Applied to 2024, 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 2025 distributable amount.....					458,063
e Remaining amount distributed out of corpus		100,601
5 Excess distributions carryover applied to 2025.		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		481,633
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 2024. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2025. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2026 ..........					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 2020 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......		481,633
10 Analysis of line 9:
a Excess from 2021 ....	89,875
b Excess from 2022 ....	93,146
c Excess from 2023 ....	130,225
d Excess from 2024 ....	67,786
e Excess from 2025 ....	100,601

Form 990-PF (2025)

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 2025, enter the date of the ruling ......

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) 2025	(b) 2024	(c) 2023	(d) 2022	(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, 3b, or 3c 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 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, 2b, 2c, and 2d. See instructions

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

CHRISTOPHER JAFFE
4118 N AVERS AVE
CHICAGO,IL60618
(847) 638-0086

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 (2025)

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
A SAFE HAVEN (WOMEN'S JUSTICE INSTITUTE) 2150 S CANALPORT AVE STE 4A-1 CHICAGO,IL60608			GENERAL SUPPORT	20,000
ARISE CHICAGO 1436 WEST RANDOLPH ST SUITE 202 CHICAGO,IL60607			GENERAL SUPPORT	16,000
ASCEND JUSTICE 555 WEST HARRISON STSUITE 1900 CHICAGO,IL60607			GENERAL SUPPORT	25,000
AVODAH 125 MAIDEN LANE SUITE 8B NEW YORK,NY10038			GENERAL SUPPORT	20,000
BECAUSE PEOPLE MATTER 6801 NE MARTIN LUTHER KING JR BLVD PORTLAND,OR97211			GENERAL SUPPORT	15,000
CENTRO COMUNITARIO ARTS 117 75TH STREET NORTH BERGEN,NJ07047			GENERAL SUPPORT	21,300
CHICAGO ARTS PARTNERSHIPS IN EDUCATION 5841 NORTH KIMBALL CHICAGO,IL60659			GENERAL SUPPORT	20,000
CHRIST EPISCOPAL CHURCH 20 CARROLL STREET POUGHKEEPSIE,NY12601			GENERAL SUPPORT	15,000
COMPANIONS JOURNEYING TOGETHER 479 LAWN AVE 457 WESTERN SPRINGS,IL60558			GENERAL SUPPORT	15,000
CONECT PO BOX 4298 HAMDEN,CT06514			GENERAL SUPPORT	25,000
EQUAL JUSTICE WORKS 1730 M STREET NW SUITE 800 WASHINGTON,DC20036			GENERAL SUPPORT	146,500
FRIENDS OF EDUCATION JUSTICE 1001 S WRIGHT ST MC-409 CHAMPAIGN,IL61820			GENERAL SUPPORT	20,000
GROWING HOME 825 WEST 69TH STREET 2ND FLOOR CHICAGO,IL60621			GENERAL SUPPORT	30,000
ILLINOIS PRISON PROJECT 53 WEST JACKSON BLVD SUITE 1056 CHICAGO,IL60616			GENERAL SUPPORT	30,000
JEWISH COUNCIL ON URBAN AFFAIRS 4700 NORTH RAVENSWOOD SUITE B CHICAGO,IL60640			GENERAL SUPPORT	25,000
MIGRANT JUSTICE 179 S WINOOSKI AVE UNIT 202 BURLINGTON,VT05401			GENERAL SUPPORT	30,000
ORANGE COUNTY RESTORATIVE JUSTICE 3 COURT ST CHELSEA,VT05038			GENERAL SUPPORT	8,844
PRIDE CENTER OF VERMONT 255 SOUTH CHAMPLAIN STREET STE 12 BURLINGTON,VT05401			GENERAL SUPPORT	10,000
RAINBOW BRIDGE COMMUNITY CENTER 81 N MAIN ST STE 2 BARRE,VT05641			GENERAL SUPPORT	15,000
WE-WIN INSTITUTE 3424 PORTLAND AVENUE SOUTH MINNEAPOLIS,MN55407			GENERAL SUPPORT	25,000
Total ................................. 3a				532,644

bApproved for future payment

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

Form 990-PF (2025)

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	64,128
4 Dividends and interest from securities ....			14	98,634
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	5,336
8 Gain or (loss) from sales of assets other than inventory ............			18	523,650
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		691,748	0

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

691,748

(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 (2025)

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	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 (2025)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2025 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	32,722	33,366
AMGEN INC	35,230	33,354
ANTHEM INC 3.65% 12/1/2027	32,569	32,842
APPLE INC 3.000% NOV 13 2027	33,472	32,668
CAPITAL ONE FINANCIAL CO 3.750% MAR 09 2027	35,441	31,905
CHARLES SCHWAB CORP	8,606	9,617
CIGNA CORP 4.375% 10/15/2028	32,331	33,300
CITIGROUP 3.875% 10/25/23	31,138	32,704
DUKE ENERGY CORP NEW 2.650% DUE 09/01/26	33,522	30,736
FISERV INC 2.250% JUN 01 2027	34,186	33,090
GOLDMAN SACHS GROUP INC 3.750% DUE 02/25/26	32,119	32,012
LOWES COS INC 2.5% 4/16/2026	31,588	32,866
MORGAN STANLEY 3.95% 4/23/2027	33,054	30,978
NORTHROP GRUMMAN CORP 3.25% 1/15/2028	31,620	32,577
SHIRE ACQ UNV IRELAND DA SR 3.200% DUE 09/23/26	35,565	31,805
SALESFORCE COM INC 3.7% 4/11/2028	52,271	53,992
UNITED TECHNOLOGIES CORP 3.950% 08/16/25	1,004	1,003
WALT DISNEY COMPANY	31,563	33,003
WELLS FARGO & CO 4.300% 7/26/27	33,613	32,125
ABBOTT LABRATORIES 3.75% 11/30/2026	70,712	62,998
DOWDUPONT INC 4.725% 11/15/2028	30,281	31,485
CVS HEALTH CORP 5.0% 01/30/2029	30,624	32,678
AT&T INC 4.35% 03/01/2029	30,324	32,167
PNC FINL SVCS CORP 06/12/2029	61,840	63,264
PHILIP MORRIS INTL INC 5.625% 11/17/2029	62,558	63,077
T-MOBILE USA INC 2.625%	32,306	32,869
AMERICAN EXPRESS CO VAR%	31,318	31,928
FIFTH THIRD BAN CORP	31,657	32,647
BANK OF NY MELLON CORP	63,070	62,752
PFIZER INVESTMENT 4.650%	61,891	63,225
NISOURCE INC GLB	4,076	4,101
DELL INTL LLC/EMC CORP GLB	28,306	28,399
NEXTERA ENERGY CAPITAL GLB	30,903	31,446
JP MORGAN CHASE GLB VAR%	30,517	30,558
KINDER MORGAN INC GLB	31,989	32,054
US BANCORP GLB VAR%	31,990	31,922
STARBUCKS CORP GLB	31,335	31,429
ENERGY TRANSFER LP GLB	28,221	28,085
GENERAL MOTORS FINL CO GLB	32,517	32,606
TRUIST FINANCIAL CORP GLB	2,061	2,055
TORONTO-DOMINION BANK GLB	32,094	32,417

- TIN:

TY 2025 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	28,437	54,626
ABBVIE INC	35,928	55,523
ACCENTURE	25,523	42,123
ADOBE INC	20,487	28,349
ALPHABET CL C	27,354	583,040
AMERICAN EXPRESS CO	35,071	69,551
AMERICAN WTR WKS CO INC	18,703	27,666
APPLE	24,153	551,332
APPLIED MATLS INC	14,895	78,382
APTIV	24,969	20,849
AUTODESK INC	40,549	43,513
AUTOMATIC DATA PROC	23,887	29,324
BLACK ROCK INC CL A	40,807	92,049
BOSTON SCIENTIFIC CORP PIPER SANDLEY & CO	35,813	80,857
CATERPILLAR INC DEL COWEN AND COMPANY LLC	29,243	75,619
CISCO SYS INC	39,721	71,407
CITIGROUP	58,985	136,527
COMCAST CORP	54,048	43,460
COSTCO WHOLESALE CRP DEL	39,214	71,574
CUMMINS INC	15,834	51,045
DANAHER CORP DEL COM	41,677	37,543
DEERE & CO	15,785	51,213
EATON CORP LLC	14,316	58,287
EBAY INC	19,200	46,773
ECOLAB INC	25,297	45,153
ELEVANCE HEALTH INC BARCLAYS CAPITAL LE	27,978	37,859
EMERSON ELEC CO	19,747	40,878
GENERAL MLS INC	28,528	28,040
GILEAD SCIENCES INC	26,229	48,851
HASBRO INC	19,572	24,682
HOME DEPOT INC	28,381	49,895
INTUIT	30,022	64,255
JOHNSON CONTROLS INTL PLC	16,794	53,049
LAM RESEARCH CORP	16,343	109,384
LOWES COS INC	26,536	28,698
MASTERCARD INC	34,861	98,762
MERCK & CO INC	37,204	53,577
METLIFE INC COM	57,536	66,783
MICROSOFT CORP	115,070	516,506
MOODYS CORP	44,013	59,769
MORGAN STANLEY	99,249	110,779
NEXTERA ENERGY INC	29,523	55,313
NIKE INC CL B	28,554	22,617
NVIDIA CORP	12,926	645,104
OTIS WORLDWIDE CORP	24,199	24,196
PROCTER & GAMBLE CO	19,069	33,105
PROGRESSIVE CORP OHIO	16,285	47,821
PROLOGIS INC	49,564	72,256
QUALCOMM INC	18,057	35,921
ROCKWELL AUTOMATION INC	27,547	31,515
S&P GLOBAL INC	38,650	65,324
SALESFORCE COM INC	24,382	45,829
SCHLUMBERGER LTD	58,328	50,585
STERIS PLC	25,370	35,746
THERMO FISHER SCIENTIFIC CORP	16,569	32,449
TJX INC	14,357	45,161
TRACTOR SUPPLY CO	11,920	24,505
ULTA BEAUTY INC	21,064	32,066
US BANCORP	46,379	66,753
VALERO ENERGY CORP	41,354	75,697
VERTEX PHARMACEUTICALS INC	22,759	53,496
VISA INC CL A	69,802	135,374
XYLEM INC	17,310	31,049
ZOETIS	23,295	33,342
AT&T INC	31,825	42,601
EQUINOX INC	37,844	42,139
PAYPAL HOLDINGS INC	46,075	39,115
SERVICENOW INC	51,210	65,106
CAPITAL ONE FINANICAL	86,679	148,809
CARRIER GLOBAL CORP	30,003	31,810
CENCORA INC	14,679	31,749
GENERAL MOTORS CO	46,278	107,993
IQMA HOLDINGS INC	22,148	23,893
JACOBS SOLUTIONS INC	19,176	23,578
MC CORMICK NON VTG	18,852	19,071
OWENS CORNING INC	27,032	28,201
PUB SVC ENTERPRISE GROUP	41,590	48,341
VERALITO CORP	23,659	23,149
WABTEC	34,825	66,383
BROADCOM INC	172,225	263,382
COLGATE PALMOLIVE	31,339	27,973
MARSH & MCLENNAN COS INC	22,220	19,665
WALMART INC	65,211	92,470
WELLS FARGO & CO	63,497	103,732
WELLTOWER INC	72,409	101,714
BIDGEN INC	30,337	28,158
CBRE GROUP INC	20,722	37,946
CLOROX CO DEL COM	30,997	25,208
MARATHON PETROL	46,602	45,374
NASDAQ OMX GRP INC	25,222	33,121
PPG INDUSTRIES INC	47,774	34,529
WILLIAMS SONOMA INC	33,559	33,039
LINDE PLC NEW	63,066	60,121
TRANE TECHNOLOGIES PLC	30,879	31,525
T-MOBILE US INC	53,025	54,212
AMAZON COM INC	290,465	329,149
ASTRAZENECA PLC ADR	49,443	62,420
BECTON DICKINSON CO	21,346	18,049
CHENIERE ENERGY	59,690	48,209
CIGNA GROUP	24,858	20,917
CONSTELLATION ENERGY CORP	42,454	69,947
ELI LILLY & CO	85,716	126,812
HILTON WORLDWIDE HOLDINGS INC	37,994	42,513
HUBBELL INC	30,377	33,308
INTUITIVE SURGICAL INC	50,724	50,972
KROGER CO	24,690	23,430
NV ENTEL ELEC PLC	39,505	40,482
PNC FINL SERVICES GROUP	41,879	49,678
QUANTA SERVICES INC	38,567	38,407
RALPH LAUREN CORP	25,441	29,703
SYSCO CORPORATION	21,356	21,296
TE CONNECTIVITY PLC	47,761	48,232
TAIWAN SEMICONDUCTOR ADR	107,098	116,390
UBER TECHNOLOGIES INC	51,624	45,839

- TIN:

TY 2025 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
TRAVEL	471	0		471

- TIN:

TY 2025 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	5,336	5,336	5,336

- TIN:

TY 2025 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	84,905	84,905		0
FOUNDATION MANAGEMENT SERVICES	25,549	0		25,549

- TIN:

TY 2025 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	10,977	0		0