Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
ANDREW DELANEY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)5501-A BALCONES DRIVE PMB 152
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
AUSTIN, TX78731
A Employer identification number

76-0265537
B Telephone number (see instructions)

(512) 637-4168
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$22,692,552J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I 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 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,101,652
2 Check bullet.............
3 Interest on savings and temporary cash investments 48,550 48,550  
4 Dividends and interest from securities... 537,466 537,466  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 80,752
b Gross sales price for all assets on line 6a 7,718,235
7 Capital gain net income (from Part IV, line 2)... 72,051
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)....... Click to see attachment 0 -30,657  
12 Total. Add lines 1 through 11........ 2,768,420 627,410  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 125,396 31,349   94,047
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 8,581 2,145   6,436
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 21,413 10,707   10,706
c Other professional fees (attach schedule).... Click to see attachment 140,424 140,424   0
17 Interest............... 18,641 18,628   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 59,270 29,426   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 279 70   209
21 Travel, conferences, and meetings....... 1,885 471   1,414
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 5,515 0   5,515
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 381,404 233,220   118,327
25 Contributions, gifts, grants paid....... 1,092,000 1,092,000
26 Total expenses and disbursements. Add lines 24 and 25 1,473,404 233,220   1,210,327
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,295,016
b Net investment income (if negative, enter -0-) 394,190
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,263 2,257 2,257
2 Savings and temporary cash investments......... 2,144,168 1,186,430 1,186,430
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 756,040 Click to see attachment200,000 200,514
b Investments—corporate stock (attach schedule)....... 16,930,323 Click to see attachment17,223,882 15,757,521
c Investments—corporate bonds (attach schedule)....... 605,225 Click to see attachment458,464 450,788
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,380,344 Click to see attachment5,022,688 5,068,625
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment42,689 Click to see attachment26,417 Click to see attachment26,417
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,860,052 24,120,138 22,692,552
Liabilities 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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 3,730,536 3,730,536
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 19,129,516 20,389,602
30 Total net assets or fund balances (see instructions)..... 22,860,052 24,120,138
31 Total liabilities and net assets/fund balances (see instructions). 22,860,052 24,120,138
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
22,860,052
2
Enter amount from Part I, line 27a .....................
2
1,295,016
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
56,000
4
Add lines 1, 2, and 3 ..........................
4
24,211,068
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
90,930
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
24,120,138
Form 990-PF (2018)
Form 990-PF (2018)
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 P    
b DELANEY MARITAL TRUST K-1 - CAPITAL LOSS CARRYOVERS P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 7,676,225   7,637,483 38,742
b     8,701 -8,701
c 42,010     42,010
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       38,742
b       -8,701
c       42,010
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 72,051
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 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 229,918 5,446,336 0.042215
2016 140,472 3,931,967 0.035726
2015 136,679 4,183,334 0.032672
2014 147,060 4,206,949 0.034956
2013 169,231 4,073,851 0.041541
2
Total of line 1, column (d) .....................
2
0.187110
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.037422
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
24,769,103
5
Multiply line 4 by line 3......................
5
926,909
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,942
7
Add lines 5 and 6........................
7
930,851
8
Enter qualifying distributions from Part XII, line 4,.............
8
1,210,327
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
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 Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 3,942
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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 3,942
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 3,942
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 10,000
b Exempt foreign organizations—tax withheld at source...... 6b
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 10,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,058
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet6,058 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
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.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
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....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
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?................
    6
    Yes
     
    7
    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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    b
    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 .
    8b
    Yes
     
    9
    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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    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 Click to see attachment.............
    11
    Yes
     
    12
    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.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJANET L DELANEY Telephone no.bullet (512) 637-4168

    Located atbullet5501-A BALCONES DRIVE PMB 152AUSTINTX ZIP+4bullet78731
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 bullet  
    Part VII-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
    No
    1a
    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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    b
    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 ........
    1b
     
    No
    ........bullet
    c
    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 2018?.............
    1c
     
    No
    2
    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)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    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.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 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 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    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 ......
    5b
     
     
    .........bullet
    c
    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).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    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 VIII
    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
    JANET L DELANEY CHAIRMAN/PRESIDENT
    30.00     		120,000 0 0
    5501-A BALCONES DRIVE PMB 152
    AUSTIN,TX78731
    AMANDA H GRAHAM SECRETARY/TRUSTEE
    0.40     		2,750 0 0
    5501-A BALCONES DRIVE PMB 152
    AUSTIN,TX78731
    DAVID J LEE VP/TRUSTEE
    0.40     		2,750 0 0
    5501-A BALCONES DRIVE PMB 152
    AUSTIN,TX78731
    DANIEL E SAVITZ TREASURER/TRUSTEE
    0.30     		2,750 0 0
    5501-A BALCONES DRIVE PMB 152
    AUSTIN,TX78731
    NATALIE HAUSMAN-WEISS TRUSTEE
    0.55     		2,750 0 0
    5501-A BALCONES DRIVE PMB 152
    AUSTIN,TX78731
    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...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    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
    UBS FINANCIAL SERVICES INC INVESTMENT MANAGEMENT 140,424
    4400 POST OAK PARKWAY SUITE 1700
    HOUSTON,TX770273441
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-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 IX-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.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    23,034,438
    b
    Average of monthly cash balances.......................
    1b
    2,049,877
    c
    Fair market value of all other assets (see instructions)................
    1c
    61,982
    d
    Total (add lines 1a, b, and c).........................
    1d
    25,146,297
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    25,146,297
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    377,194
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    24,769,103
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,238,455
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,238,455
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    3,942
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,942
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,234,513
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,234,513
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,234,513
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,210,327
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,210,327
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    3,942
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,206,385
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,234,513
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 7,287
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 1,210,327
    a Applied to 2017, but not more than line 2a 7,287
    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 2018 distributable amount..... 1,203,040
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 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 0
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		31,473
    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 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    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 bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    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)
    aPaid during the year
    ALZHEIMERS ASSOCIATION
    225 N MICHIGAN AVE SUITE 1700
    CHICAGO,IL60601     		  PC ALZHEIMERS DISEASE CARE, SUPPORT AND RESEARCH - OPERATIONS 5,000
    ARTS FOR RURAL TEXAS
    P O BOX 33
    FAYETTEVILLE,TX78940     		  PC ART AFTER SCHOOL AND FINE ART ASSEMBLIES PROGRAMS 25,000
    AUSTIN PUBLIC LIBRARY FRIENDS FOUNDATION
    P O BOX 13201
    AUSTIN,TX78711     		  PC SUPPORT FOR AUSTIN PUBLIC LIBRARIES - OPERATIONS 20,000
    BARBARA BUSH LITERACY HOUSTON FOUNDATION
    7887 SAN FELIPE STE 250
    HOUSTON,TX77063     		  PC BOOK DISTRIBUTION PROGRAM (MY HOME LIBRARY PROGRAM) 25,000
    BIG BROTHERS BIG SISTERS LONE STAR
    1003 WASHINGTON AVENUE
    HOUSTON,TX77002     		  PC CHILD MENTORING PROGRAMS 45,000
    BOOKSPRING
    2006 GREENBROOK PKWY
    AUSTIN,TX78723     		  PC BOOK DISTRIBUTION PROGRAMS (20X20 PROGRAM) 40,000
    BREAKTHROUGH HOUSTON (ST JOHNS SCHOOL)
    2401 CLAREMONT LANE
    HOUSTON,TX77019     		  PC ACADEMIC ENRICHMENT FOR AT-RISK STUDENTS 4,000
    BUFFALO BAYOU PARTNERSHIP
    1019 COMMERCE ST STE 200
    HOUSTON,TX77002     		  PC TRANSFORM AND REVITALIZE BUFFALO BAYOU 5,000
    CENTER FOR DISASTER PHILANTHROPY
    1201 CONNECTICUT AVE NW STE 300
    WASHINGTON,DC20036     		  PC DISASTER PHILANTHROPY SERVICES - OPERATIONS 10,000
    CENTER FOUNDATION
    3350 WEST DALLAS
    HOUSTON,TX77019     		  PC DENTAL CLINIC SUPPORT 40,000
    CHARITY NAVIGATOR
    P O BOX 6002
    BELLMAWR,NJ08099     		  PC PROVIDE INFORMATION ABOUT CHARITIES - OPERATIONS 2,500
    COVENANT HOUSE OF TEXAS
    1111 LOVETT BLVD
    HOUSTON,TX77006     		  PC SERVICES FOR HOMELESS YOUTH 1,000
    EMANCIPET
    7010 EASY WIND DRIVE 260
    AUSTIN,TX78752     		  PC LOW-COST SPAY/ NEUTER AND VETERINARY SERVICES FOR ANIMALS. CAPITAL CAMPAIGN FOR RELOCATION OF CENTRAL BRANCH CLINIC. 77,000
    ETOSHA RESCUE & ADOPTION CENTER
    1136 E KINGSBURY ST PMB 128
    SEGUIN,TX78155     		  PC ANIMAL RESCUE AND ADOPTION OPERATIONS AND VET BILLS FOR PARVO PUPPIES 25,000
    EVES FUND
    P O BOX 73
    DALTON,MA01227     		  PC SCHOLARSHIP PROGRAM FOR NAVAHO YOUTH 25,000
    EXPONENT PHILANTHROPY
    1720 N STREET NW
    WASHINGTON,DC20036     		  PC PHILANTHROPY MEMBERSHIP ASSOCIATION- ANNUAL MEMBERSHIP AND OPERATIONS 2,500
    FAMILY ELDERCARE INC
    1700 RUTHERFORD LN
    AUSTIN,TX78745     		  PC SUMMER FAN DRIVE 7,500
    FOLDED FLAG FOUNDATION
    1701 VILLAGE CENTER CIR
    LAS VEGAS,NV89134     		  PC EDUCATIONAL SCHOLARSHIPS FOR FAMILIES OF DECEASED US MILITARY PERSONNEL 10,000
    GIRLS EMPOWERMENT NETWORK
    P O BOX 3122
    AUSTIN,TX78746     		  PC PATHFINDER LEADERSHIP SUMMIT SCHOLARSHIPS (ATX), SALARY FOR PART-TIME PROGRAM COORDINATORS FOR IN-SCHOOL GIRL CONNECT PROGRAM (HTX) 54,000
    GOOD SAMARITAN FOUNDATION OF TEXAS
    3262 WESTHEIMER RD STE 764
    HOUSTON,TX77098     		  PC NURSING SCHOLARSHIPS 20,000
    GREATER HOUSTON COMMUNITY FOUNDATION
    5120 WOODWAY DR STE 6000
    HOUSTON,TX77056     		  PC NEEMA INTL. FUND SPONSOR STUDENTS AT TULEENI ORPHANAGE IN TANZANIA 5,000
    GUIDE DOGS OF TEXAS
    1503 ALLENA DRIVE
    SAN ANTONIO,TX78213     		  PC SALARY FOR GUIDE DOG MOBILITY INSTRUCTOR APPRENTICE 50,000
    GUIDESTAR USA
    4801 COURTHOUSE ST STE 220
    WILLIAMSBURG,VA23188     		  PC PROVIDE INFORMATION ON NON-PROFIT ORGANIZATIONS - OPERATIONS 2,500
    HERITAGE SOCIETY
    1100 BAGBY ST
    HOUSTON,TX77002     		  PC PRESERVATION AND EDUCATION ABOUT THE HISTORY OF HOUSTON AND TEXAS - OPERATIONS 7,500
    HOUSTON ARTS ALLIANCE
    3201 ALLEN PKWY STE 250
    HOUSTON,TX77019     		  PC GREATER HOUSTON-GALVESTON ARTS AND CULTURAL RESPONSE AND RECOVERY PROGRAM 25,000
    HOUSTON BLUES SOCIETY
    P O BOX 272868
    HOUSTON,TX77277     		  PC SCHOLARSHIP FOR MUSICIAN 2,500
    HOUSTON EYE ASSOCIATES FOUNDATION
    2855 GRAMERCY
    HOUSTON,TX77025     		  PC PROVIDE EYE CARE SERVICES FOR INDIVIDUALS IN FINANCIAL HARDSHIP PATIENT SERVICES 45,000
    HOUSTON HOSPICE
    1905 HOLCOMBE BLVD
    HOUSTON,TX77030     		  PC IN-PATIENT HOSPICE CARE 25,000
    HOUSTON MUSEUM OF NATURAL SCIENCE
    5555 HERMAN PARK DR
    HOUSTON,TX77030     		  PC NATURAL HISTORY, NATURAL SCIENCES MUSEUM - ACCESSIBILITY PROGRAM 25,000
    HOUSTON PUBLIC LIBRARY FOUNDATION
    550 MCKINNEY ST
    HOUSTON,TX77002     		  PC SUPPORT FOR HOUSTON PUBLIC LIBRARIES - OPERATIONS 20,000
    INTERFAITH MINISTRIES FOR GREATER HOUSTON
    3303 MAIN STREET
    HOUSTON,TX77002     		  PC MEALS ON WHEELS PROGRAM AND CAPITAL CAMPAIGN TO PURCHASE NEW BUILDING 65,000
    JDRF
    1776 YORKTOWN SUITE 560
    HOUSTON,TX77056     		  PC ONE WALK FUNDRAISER FOR JUVENILE DIABETES RESEARCH AND SUPPORT SERVICES 5,000
    LITERACY FIRST (UNIVERSITY OF TEXAS-AUSTIN)
    3925 W BRAKER LN STE 3801
    AUSTIN,TX78759     		  PC LITERACY PROGRAMS FOR AT-RISK CHILDREN 40,000
    MEALS ON WHEELS CENTRAL TEXAS
    3227 EAST 5TH STREET
    AUSTIN,TX78702     		  PC MIKES PLACE ADULT DAY PROGRAMS 25,000
    MEMORIAL HERMANN FOUNDATION
    929 GESSNER SUITE 2650
    HOUSTON,TX77024     		  PC HOT WHEELS PROGRAM IN ADAPTIVE SPORTS PROGRAM FOR YOUTH WITH DISABILITIES 5,000
    MOBILE LOAVES AND FISHES
    9301 HOG EYE RD STE 950
    AUSTIN,TX78724     		  PC COMMUNITY FIRST! VILLAGE PROJECT TO HOUSE HOMELESS ADULTS COOLING/HEATING SYSTEMS FOR RESIDENTIAL HOUSING 50,000
    NORTH CAROLINA COMMUNITY FOUNDATION
    3737 GLENWOOD AVE STE 460
    RALEIGH,NC27612     		  PC HURRICANE FLORENCE DISASTER RELIEF 25,000
    PLANNED PARENTHOOD GULF COAST
    4600 GULF FREEWAY
    HOUSTON,TX77023     		  PC PROVIDE LOW-COST HEALTH SERVICES - OPERATIONS 25,000
    RIVER OAKS FOUNDATION
    P O BOX 22632
    HOUSTON,TX77227     		  PC NEIGHBORHOOD BEAUTIFICATION PROGRAM 1,000
    ROSENBERG LIBRARY
    2310 SEALY ST
    GALVESTON,TX77550     		  PC DISPLAY CASES FOR PERMANENT LIBRARY COLLECTION 10,000
    SALVATION ARMY GREATER HOUSTON
    1500 AUSTIN STREET
    HOUSTON,TX77002     		  PC PROVIDE VARIOUS SOCIAL SERVICE PROGRAMS - OPERATIONS 5,000
    SALVATION ARMY OF AUSTIN
    P O BOX 1000
    AUSTIN,TX78767     		  PC PROVIDE VARIOUS SOCIAL SERVICE PROGRAMS - OPERATIONS 5,000
    SAM HOUSTON AREA COUNCIL (BOY SCOUTS)
    2225 NORTH LOOP W
    HOUSTON,TX77008     		  PC YOUTH SCOUTING PROGRAMS - SCOUTREACH INITIATIVE 35,000
    TEXAS HUMANE HEROES
    10930 E CRYSTAL FALLS PKWY
    LEANDER,TX78641     		  PC ANIMAL RESCUE AND ADOPTION SERVICES - OPERATIONS 10,000
    THE WOODS PROJECT
    2700 SOUTHWEST FREEWAY SUITE A
    HOUSTON,TX77098     		  PC PROGRAM STAFF POSITION 50,000
    TRIPLE ME MAC EQUINE SANCTUARY
    3022 VIEW RIDGE
    SPRING BRANCH,TX78070     		  PC HAY FOR RESCUED HORSES 5,000
    UNIVERSITY OF HOUSTON - UNIVERSITY ADVANCEMENTENERGY RESEARCH PARK
    5000 GULF FREEWAY BLDG 1 RM 257
    HOUSTON,TX77024     		  PC SCHOLARSHIPS FOR NURSING STUDENTS 25,000
    UNIVERSITY OF TEXAS - AUSTIN - COLLEGE OF NATURAL SCIENCES
    120 INNER CAMPUS DRIVE STOP G2500
    AUSTIN,TX78712     		  PC ANDREW DELANEY ENDOWED EXCELLENCE FUND FOR ACTUARIAL SCIENCES 50,000
    WILDLIFE RESCUE
    P OBOX 302695
    AUSTIN,TX78703     		  PC WILD ANIMAL RESCUE AND REHABILITATION - OPERATIONS 5,000
    Total .................................bullet 3a 1,092,000
    bApproved for future payment
    EMANCIPET
    7010 EASY WIND DRIVE 260
    AUSTIN,TX78752     		  PC CARRYING COSTS FOR THE OPENING OF THE SECOND HOUSTON CLINIC 50,000
    GIRLS EMPOWERMENT NETWORK
    PO BOX 3122
    AUSTIN,TX78746     		  PC FUND TWO PART-TIME PROGRAM COORDINATORS FOR THE IN SCHOOL GIRL CONNECT PROGRAM IN HOUSTON 166,000
    GUIDE DOGS OF TEXAS
    1503 ALLENA DRIVE
    SAN ANTONIO,TX78213     		  PC SALARY FOR A GUIDE DOG MOBILITY INSTRUCTOR APPRENTICE 200,000
    MOBILE LOAVES AND FISHES
    9301 HOG EYE RD STE 950
    AUSTIN,TX78724     		  PC OPERATIONS FOR COMMUNITY FIRST! VILLAGE 50,000
    PLANNED PARENTHOOD GULF COAST
    4600 GULF FREEWAY
    HOUSTON,TX77023     		  PC PATIENT ASSISTANCE FUND 50,000
    UNIVERSITY OF HOUSTON SCHOOL OF NURSING
    5000 GULF FREEWAY BLDG 1 RM 257
    HOUSTON,TX77024     		  PC SCHOLARSHIPS FOR NURSING STUDENTS 100,000
    Total .................................bullet 3b 616,000
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-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
    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 48,550  
    4 Dividends and interest from securities....     14 537,466  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 80,752  
    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).. 0 666,768 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    666,768
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-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 (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    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
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    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
    2a
    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? ...........
    b
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    Name of the organization
    ANDREW DELANEY FOUNDATION
     
    Employer identification number

    76-0265537
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    ANDREW DELANEY FOUNDATION
          		Employer identification number
    76-0265537
    Part I
    Contributors (See instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    DELANEY MARITAL TRUST
     
    5501-A BALCONES DRIVE PMB 152
     
    AUSTIN, TX78731

    		$ 2,101,652


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    ANDREW DELANEY FOUNDATION
          		Employer identification number

    76-0265537
    Part II
    Noncash Property (See instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 PUBLICLY TRADED SECURITIES & PRIVATELY HELD STOCK $ 1,953,341 2018-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    ANDREW DELANEY FOUNDATION
          		Employer identification number

    76-0265537
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    ANDREW DELANEY FOUNDATION
    EIN:
    76-0265537
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      21,413 10,707   10,706

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    ANDREW DELANEY FOUNDATION
    EIN:
    76-0265537
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AGRIUM INC 06.750% 100,160 100,112
    ALTRIA GROUP INC RATE 09.250% 26,064 25,838
    COCA COLA ENTERPRISES 08.500% 117,435 115,618
    ISHARES IBOXX $ INVT GRADE CORPORATE BOND ETF 145,344 169,230
    JUNGHEINRICH AG ORD PREFERRED EUR 69,461 39,990

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    ANDREW DELANEY FOUNDATION
    EIN:
    76-0265537
    Name of Stock End of Year Book Value End of Year Fair Market Value
    A P MOLLAR-MAERSK A/S UNSPON ADR 82,642 63,111
    ABBVIE INC COM 178,521 178,295
    ACS ACTIV DE CONSTRUC Y SERV ADR 100,809 102,957
    ACUITY BRANDS INC 32,252 24,025
    ADOBE SYSTEMS INC (DELAWARE) 35,134 45,248
    AERCAP HOLDINGS NV SHS EUR 150,629 112,266
    AGCO CORP 70,503 59,233
    AIA GROUP LTD SPON ADR 92,180 92,294
    AIRBUS SE UNSPONSORED ADR 78,709 74,764
    ALIBABA GROUP HLDG LTD SPON ADR 201,478 137,070
    ALLERGAN PLC 101,800 80,998
    ALNYLAM PHARMACEUTICALS INC 38,641 22,894
    AMAZON.COM INC 117,617 148,695
    APTIV PLC 58,038 41,991
    ARCELORMITTAL LUXEMBOURG 103,803 66,144
    ARES CAPITAL CORP 191,694 183,860
    ARISTA NETWORKS INC 26,264 23,598
    ASHTEAD GROUP PLC ORD UNSPONSORED ADR 74,517 58,870
    AT&T INC 298,402 241,534
    AXA ADR 100,849 71,956
    BAE SYSTEMS PLC SPON ADR 100,018 76,396
    BAIDU INC ADS REPSNTG CL A ORD SHS SPON ADR 102,927 68,357
    BANCO BILBAO VIZCAYA 122,152 83,014
    BASF SE SPON ADR 95,538 73,843
    BERKSHIRE HATHAWAY INC NEW CL B 244,959 285,852
    BHP BILUTON PLC NEW SPON ADR 125,543 132,456
    BIO RAD LABORATORIES INC CL A 50,003 57,591
    BRAMBLES LTD SPON ADR 93,171 86,135
    BRITISH AMER TOBACCO PLC GB 124,964 60,470
    CAMECO CORP CANADA CAD 156,214 183,904
    CARLSBERG AS SPON ADR 100,035 89,080
    CARNIVAL CORP NEW (PAIRED STOCK) 203,422 172,550
    CELGENE CORP 147,012 98,058
    CHINA MOBILE LTD SPON ADR 48,886 48,000
    CITIGROUP INC 125,372 97,719
    CONGNEX CORP 109,278 77,340
    COSTCO WHOLESALE CORP 44,257 47,057
    CREDIT AGRICOLE SA ADR 62,511 39,623
    DAIMLER AG UNSPONSORED ADR 102,110 67,425
    DANONE SPON ADR 98,066 87,249
    DBS GROUP HLDGS LTD SPON ADR 86,712 82,415
    DEUTSCH BOERSE ADR 87,382 91,193
    DEUTSCHE POST AG SPON ADR 123,158 82,701
    DEUTSCHE TELEKOM AG DE SPON ADR 123,893 119,505
    DNB ASA SPON ADR 100,082 87,902
    E ON SE SPON ADR 100,152 90,192
    ECOLAB INC 183,993 181,241
    ECOLAB INC 99,303 117,880
    ECOLAB INC 93,701 111,397
    ELECTRONIC ARTS 187,268 143,222
    ELECTRONIC ARTS 74,372 54,842
    ENGIE SPON ADR 100,369 83,256
    EOG RESOURCES INC 62,717 52,588
    EPAM SYSTEMS INC 114,361 145,013
    EQUINOR ASA SPON ADR 57,215 59,424
    ESSILOR INTL SPON ADR 100,291 92,466
    FANUC CORP ADR 98,089 74,381
    GARDNER DENVER HLDGS INC 51,422 38,814
    GENL DYNAMICS CORP 183,607 142,904
    GLAXO SMITHKLINE PLC ADR 94,517 89,794
    HEALTH CARE SVCS GROUP INC 201,680 200,900
    HESS CORP 51,880 48,033
    HOME DEPOT INC 269,016 246,562
    HSBC HOLDINGS PLC NEW GB SPON ADR 100,138 79,630
    INDUSTRIA DE DISENO TEXTIL IND 96,881 73,896
    INTERCONTINENTAL EXCHANGE GROUP 90,642 112,995
    INTERNATIONAL CONS AIRLS GRP 44,191 41,910
    INTESA SANPAOLO SPON ADR 117,305 81,003
    INTUITIVE SURGICAL INC NEW 171,139 335,244
    INVESTORS BANCORP INC NEW 60,698 44,169
    IRONWOOD PHARMACEUTICALS INC 26,279 21,093
    JOHNSON & JOHNSON COM 100,726 97,175
    JULIUS BAER GROUP LTD ADR 114,520 70,014
    KAO CORP REPSTG 10 SHS COM SPON ADR 74,660 80,460
    KION GROUP AG EUR 38,073 21,828
    KNIGHT-SWIFT TRANSN HLDGS INC CL A 168,468 123,871
    KOSMOS ENERGY LTD 247,067 150,452
    KUBOTA CORP ADR JAPAN ADR 91,930 78,693
    LABORATORY CORP AMER HLDGS NEW 59,374 46,374
    LANXESS AG EUR 25,464 14,654
    LAUDER ESTEE COS CL A 114,146 115,399
    LEXICON PHARMACEUTICALS INC COM NEW 9,557 6,288
    LILLY ELI & CO 49,976 66,770
    LINDE PLC EUR 95,948 91,595
    LIVANOVA PLC GBP 30,699 31,649
    LLOYDS BANKING GROUP PLC SPON ADR 108,393 81,492
    MAKITA CORP ADR JAPAN ADR 122,102 98,947
    MARSH & MCLENNAN COS INC 118,297 113,963
    MASTERCARD INC CL A 117,383 146,958
    MEDICINES CO 21,645 15,580
    METLIFE INC 75,243 60,646
    MICRON TECHNOLOGY INC 42,286 30,429
    MICROSOFT CORP 155,521 241,533
    MINEBEA CO LTD ORD ORD JPY 41,473 34,784
    MOODYS CORP 105,473 100,409
    MURATA MFG CO LTD ADR 87,444 84,444
    NASPERS LTD SPON ADR 62,404 49,965
    NEW RESIDENTIAL INVT CORP 134,719 108,394
    NORDEA BANK SWED ADR 95,033 69,410
    NORDEA BK ABP SPON ADR 93,980 75,728
    NOVARTIS AG SPON ADR 78,491 81,348
    NUTRIENN LTD CAD 162,508 160,881
    NXP SEMICONDUCTORS N V COM EUR 42,195 38,912
    OCCIDENTAL PETROLEUM CRP 242,659 217,285
    ORANGE SPON ADR 100,424 93,238
    OTSUKA HLDGS CO LTD UNSPONSORED ADR 100,010 91,758
    PAYPAL HOLDINGS INC 111,201 210,225
    PHILIP MORRIS INTL INC 100,889 66,760
    PING AN INSURANCE (GROUP) CO OF CHINA LTD REPSTG 20 H SHS SPON ADR 74,592 64,569
    PINNACLEFINANCIAL PARTNERS INC 77,593 54,168
    PRICE T ROWE GROUP INC 95,819 84,565
    PROCTER & GAMBLE CO 57,247 60,208
    PTC INC COM 29,231 40,207
    RAYONIER ADVANCED MATLS INC 133,949 74,550
    REPSOL SA SPON ADR 142,672 118,782
    ROCHE HLDG LTD SPONS ADR SWITZ ADR 95,003 95,012
    ROCKWELL AUTOMATION INC NEW 234,564 225,720
    ROPER TECHNOLOGIES INC 264,678 249,996
    ROYAL DSM N V SPON ADR 100,339 85,457
    ROYAL DSM N V SPON ADR 63,074 53,142
    ROYAL DUTCH SHELL PLC CL A SPON ADR 99,933 88,337
    SAGE GROUP PLC ORD GBP 120,712 87,274
    SALESFORCE.COM INC 31,101 39,447
    SAP SE SPON ADR 127,559 109,804
    SAP SE SPON ADR 139,834 125,333
    SCHLUMBERGER LTD NETHERLANDS ANTILLES 80,301 44,595
    SECOM LTD ADR JAPAN ADR 85,174 93,384
    SEVEN & I HLDGS CO LTD ADR 100,227 104,885
    SHERWIN WILLIAMS CO 280,696 269,520
    SHIN ETSU CHEM CO LTD ADR 71,937 52,666
    SHIRE PLC SPON ADR 25,159 33,416
    SIMON PPTY GROUP INC SBI 75,668 76,267
    SMITH & NEPHEW PLC NEW 99,898 107,468
    SNAP ON INC 257,722 217,790
    SONY CORP ADR NEW JAPAN ADR 53,858 48,811
    SOUTHWEST AIRLINES CO 65,598 46,526
    SPECTRIS PLC GBP 75,433 59,359
    STARBUCKS CORP 155,452 178,388
    SUMITOMO MITSUI FINANCIAL SPON ADR 90,315 66,122
    SUMITOMO MITSUI FINANCIAL SPON ADR 110,506 81,564
    SYNOPSYS INC 111,882 151,211
    TAIWAN SEMICONDUCTOR MFG CO LTD ADR 26,693 25,062
    TAKEDA PHARMACEUTICAL CO LTD 65,119 52,714
    TELENOR ASA SDR 61,610 56,192
    TENCENT MUSIC ENTMT GROUP SPON 24,125 22,897
    TEXAS INSTRUMENTS 156,109 138,443
    THERMO FISHER SCIENTIFIC INC 128,460 149,044
    THK CO LTD ADR 58,191 28,377
    TJX COS INC NEW 91,131 108,181
    TORAY IND ADR JAPAN ADR 100,102 75,550
    TOTAL SA FRANCE SPON ADR 100,262 94,550
    UNILEVER NV NY SHS NEW NETHERLANDS SPON SPON ADR 127,466 120,135
    UNITEDHEALTH GROUP INC 96,374 107,869
    UNITEDHEALTH GROUP INC 235,859 268,053
    US BANCORP DEL (NEW) 50,905 42,592
    VISA INC CL A 61,181 71,116
    WALT DISNEY CO (HOLDING CO) 317,773 328,950
    WALT DISNEY CO (HOLDING CO) DISNEY COM 104,101 104,387
    WALT DISNEY CO (HOLDING CO)DISNEY COM 201,763 193,752
    WARRANTS AMERICAN INTL GROUP INC 21,481 4,994
    ZAYO GROUP HLDGS INC 175,270 114,200
    ZURICH INS GROUP LTD SPON ADR 108,427 105,122

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    ANDREW DELANEY FOUNDATION
    EIN:
    76-0265537
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

    0
    State & Local Government Securities - End of Year Book Value:


    200,000
    State & Local Government Securities - End of Year Fair Market Value:


    200,514


    TY 2018 InvestmentsOtherSchedule2
    Name:
    ANDREW DELANEY FOUNDATION
    EIN:
    76-0265537
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    A&Q MULTI-STRATEGY FUND A/O 11/30/17 AT COST 3,534,215 3,554,012
    SPDR GOLD SHARES ETF AT COST 947,029 982,125
    TCW EMERGING MARKETS INCOME FUND CLASS I AT COST 505,511 496,555
    DELANEY INTERESTS LTD. AT COST 4,133 4,133
    SYNFUELS INTL. INC. AT COST 31,800 31,800

    TY 2018 OtherAssetsSchedule
    Name:
    ANDREW DELANEY FOUNDATION
    EIN:
    76-0265537
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    GARCIA BANKRUPTCY NOTE 42,689 26,417 26,417


    TY 2018 OtherDecreasesSchedule
    Name:
    ANDREW DELANEY FOUNDATION
    EIN:
    76-0265537
    Description Amount
    FMV IN EXCESS OF COST BASIS OF CONTRIBUTED SECURITIES 10,231
    CHECKS WRITTEN IN 2017 CLEARED IN 2018 1,500
    INVESTMENT ADJUSTMENT 79,199


    TY 2018 OtherExpensesSchedule
    Name:
    ANDREW DELANEY FOUNDATION
    EIN:
    76-0265537
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 12 0   12
    D&O LIABILITY INSURANCE 2,250 0   2,250
    MAILBOX FEE 168 0   168
    MEMBERSHIP FEES 2,130 0   2,130
    POSTAGE 76 0   76
    SAFE DEPOSIT BOX 30 0   30
    STORAGE UNIT 288 0   288
    TECHNOLOGY 448 0   448
    OFFICE SUPPLIES 113 0   113


    TY 2018 OtherIncomeSchedule2
    Name:
    ANDREW DELANEY FOUNDATION
    EIN:
    76-0265537
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    EXCESS DEDUCTIONS FROM DELANEY MARITAL TRUST K-1 0 -30,657 0


    TY 2018 OtherIncreasesSchedule
    Name:
    ANDREW DELANEY FOUNDATION
    EIN:
    76-0265537
    Description Amount
    CHECKS WRITTEN IN 2018 CLEARED IN 2019 56,000


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    ANDREW DELANEY FOUNDATION
    EIN:
    76-0265537
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 140,424 140,424   0


    TY 2018 TaxesSchedule
    Name:
    ANDREW DELANEY FOUNDATION
    EIN:
    76-0265537
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 29,844 0   0
    FOREIGN TAXES 29,426 29,426   0


    TY 2018 TransfersToControlledEntities
    Name:
    ANDREW DELANEY FOUNDATION
    EIN:
    76-0265537
    Name US /
    Foreign Address    		 EIN Description Amount
    DELANEY INTERESTS LTD 5501-A BALCONES DRIVE PMB 152
    AUSTIN,TX78731     		76-0265537 N/A 0
    Total     0