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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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$28,414,538J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 8,831 8,831  
4 Dividends and interest from securities... 604,479 604,479  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -695,829
b Gross sales price for all assets on line 6a 12,568,342
7 Capital gain net income (from Part IV, line 2)... 0
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).......      
12 Total. Add lines 1 through 11........ -82,519 613,310  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 110,010 27,503   82,507
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 31,379 7,845   23,534
16a Legal fees (attach schedule)......... Click to see attachment 5,000 2,500   2,500
b Accounting fees (attach schedule)....... Click to see attachment 12,162 6,081   6,081
c Other professional fees (attach schedule).... Click to see attachment 122,574 122,574   0
17 Interest............... 5,648 5,648   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 22,987 21,487   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 279 70   209
21 Travel, conferences, and meetings....... 66 17   49
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 15,435 0   6,139
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 325,540 193,725   121,019
25 Contributions, gifts, grants paid....... 1,214,500 1,214,500
26 Total expenses and disbursements. Add lines 24 and 25 1,540,040 193,725   1,335,519
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,622,559
b Net investment income (if negative, enter -0-) 419,585
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 20,077 2,495 2,495
2 Savings and temporary cash investments......... 507,381 1,364,929 1,364,929
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)      
b Investments—corporate stock (attach schedule)....... 17,253,877 Click to see attachment14,508,693 21,025,896
c Investments—corporate bonds (attach schedule)....... 257,274 Click to see attachment251,626 315,790
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,843,285 Click to see attachment5,070,965 5,705,428
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment9,201 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,891,095 21,198,708 28,414,538
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 FASB ASC 958, check here bullet
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 bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,730,536 3,730,536
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 19,160,559 17,468,172
29 Total net assets or fund balances (see instructions)..... 22,891,095 21,198,708
30 Total liabilities and net assets/fund balances (see instructions). 22,891,095 21,198,708
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
22,891,095
2
Enter amount from Part I, line 27a .....................
2
-1,622,559
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
21,268,536
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
69,828
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
21,198,708
Form 990-PF (2020)
Form 990-PF (2020)
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      
b
c
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 12,568,342   13,264,171 -695,829
b
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       -695,829
b
c
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 -695,829
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 5,832
c All other domestic foundations enter 1.39% 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 5,832
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 5,832
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,322
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 3,322
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,510
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 .............
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    0.45     		3,000 0 0
    5501-A BALCONES DRIVE PMB 152
    AUSTIN,TX78731
    DAVID J LEE VP/TRUSTEE
    0.40     		3,000 0 0
    5501-A BALCONES DRIVE PMB 152
    AUSTIN,TX78731
    DANIEL E SAVITZ TREASURER/TRUSTEE
    0.40     		3,000 0 0
    5501-A BALCONES DRIVE PMB 152
    AUSTIN,TX78731
    NATALIE HAUSMAN-WEISS TRUSTEE
    0.40     		3,000 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 (2020)
    Form 990-PF (2020)
    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 122,574
    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 (2020)
    Form 990-PF (2020)
    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
    23,648,137
    b
    Average of monthly cash balances.......................
    1b
    1,389,624
    c
    Fair market value of all other assets (see instructions)................
    1c
    44,569
    d
    Total (add lines 1a, b, and c).........................
    1d
    25,082,330
    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
    25,082,330
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    376,235
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    24,706,095
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,235,305
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,235,305
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    5,832
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,832
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,229,473
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,229,473
    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
    1,229,473
    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
    1,335,519
    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
    1,335,519
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,335,519
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,229,473
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 2,382
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,335,519
    a Applied to 2019, but not more than line 2a 2,382
    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 2020 distributable amount..... 1,229,473
    e Remaining amount distributed out of corpus 103,664
    5 Excess distributions carryover applied to 2020. 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 5 103,664
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		103,664
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 103,664
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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 DISEASE RESEARCH FOUNDATION
    34 WASHINGTON STREET STE 310
    WELLESLEY,MA02481     		NONE PC ALZHEIMERS DISEASE CARE, SUPPORT AND RESEARCH - OPERATIONS 10,000
    ANIMAL AID BRIGADE
    P O BOX 8745
    HOUSTON,TX77249     		NONE PC HELP HOMELESS COMPANION ANIMALS BY FEEDING, RESCUING, PROVIDING MEDICAL CARE AND SPAY/NEUTER SERVICES - OPERATIONS 5,000
    ARTS FOR RURAL TEXAS
    P O BOX 33
    FAYETTEVILLE,TX78940     		NONE PC PROVIDE EDUCATIONAL OPPORTUNITIES FOR CHILDREN IN RURAL COMMUNITIES TO BROADEN THEIR ARTS EXPERIENCE - MISSION PROGRAMS 25,000
    AUSTIN HUMANE SOCIETY
    124 WEST ANDERSON LANE
    AUSTIN,TX78752     		NONE PC PROVIDE COMPREHENSIVE, HUMANE, LIFE-SAVING ANIMAL SERVICES - OPERATIONS 10,000
    AUSTIN PUBLIC LIBRARY FOUNDATION
    P O BOX 13201
    AUSTIN,TX78711     		NONE PC PUBLIC LIBRARY - MISSION PROGRAMS 30,000
    AUSTIN WILDLIFE RESCUE
    P OBOX 302695
    AUSTIN,TX78703     		NONE PC WILD ANIMAL RESCUE AND REHABILITATION - MATCHING GRANTS FOR FUNDRAISERS 10,000
    BIG BROTHERS BIG SISTERS LONE STAR
    1003 WASHINGTON AVENUE
    HOUSTON,TX77002     		NONE PC PROVIDE CHILDREN FACING ADVERSITY WITH STRONG AND ENDURING, PROFESSIONALLY SUPPORTED ONE-TO-ONE RELATIONSHIPS THAT CHANGE THEIR LIVES FOR THE BETTER - CHILD MENTORING PROGRAMS 45,000
    BOOKSPRING
    2006 GREENBROOK PKWY
    AUSTIN,TX78723     		NONE PC BOOK DISTRIBUTION PROGRAMS MISSION PROGRAMS, FAMILY READATHON 2021 40,000
    BARBARA BUSH LITERACY HOUSTON FOUNDATION
    7887 SAN FELIPE STE 250
    HOUSTON,TX77063     		NONE PC BOOK DISTRIBUTION PROGRAMS - OPERATIONS, CAMP ADVENTURE 50,000
    CANDID
    32 OLD SLIP 24TH FLOOR
    NEW YORK,NY10005     		NONE PC PROVIDES INFORMATION ON NON-PROFIT ORGANIZATIONS 1,000
    CENTER FOR DISASTER PHILANTHROPY
    1201 CONNECTICUT AVE NW STE 300
    WASHINGTON,DC20036     		NONE PC DISASTER PHILANTHROPY SERVICES 5,000
    CENTER FOR PURSUIT
    810 MARSTON STREET
    HOUSTON,TX77019     		NONE PC PROVIDES SERVICES FOR ADULTS WITH INETLLECTUAL AND DEVELOPMENTAL DISABILITIES - OPERATIONS 40,000
    CENTRAL TEXAS FOOD BANK
    6500 METROPOLIS DRIVE
    AUSTIN,TX78744     		NONE PC HELP THE COMMUNITY FIGHT HUNGER 2,500
    CHARITY NAVIGATOR
    P O BOX 6002
    BELLMAWR,NJ08099     		NONE PC PROVIDES INFORMATION ABOUT CHARITIES 1,000
    COMMNITIES IN SCHOOLS OF CENTRAL TEXAS
    3000 SOUTH IH 35 SUITE 200
    AUSTIN,TX78704     		NONE PC PEBBLE PROJECT - TO HELP YOUNG STUDENTS WITH ABUSE AND BULLYING ISSUES 35,000
    COMP-U-DOPT
    1602 AIRLINE DRIVE
    HOUSTON,TX77009     		NONE PC PROVIDES TECHNOLOGY ACCESS AND EDUCATION TO UNDERSERVED YOUTH 15,000
    ELIJAH RISING
    2717 N SABINE STREET
    HOUSTON,TX77009     		NONE PC ENDING SEX-TRAFFICKING THROUGH PRAYER, AWARENESS,INTERVENTION AND RESTORATION 5,000
    EMANCIPET
    7010 EASY WIND DRIVE 260
    AUSTIN,TX78752     		NONE PC LOW-COST SPAY/ NEUTER AND VETERINARY SERVICES FOR ANIMALS OPERATIONS, CLINIC FIRE RECOVERY (HTX) 50,000
    ETOSHA RESCUE & ADOPTION CENTER
    1136 E KINGSBURY ST PMB 128
    SEGUIN,TX78155     		NONE PC ANIMAL RESCUE AND ADOPTION - OPERATIONS 20,000
    EVES FUND
    P O BOX 3592
    NEWPORT,RI02840     		NONE PC SCHOLARSHIP PROGRAM FOR NAVAJO YOUTH 25,000
    EXPONENT PHILANTHROPY
    1720 N STREET NW
    WASHINGTON,DC20036     		NONE PC PHILANTHROPY MEMBERSHIP ASSOCIATION- OPERATIONS 1,500
    FAMILY ELDERCARE INC
    1700 RUTHERFORD LN
    AUSTIN,TX78745     		NONE PC SUPPORT SENIORS AND ADULTS WITH DISABILITIES TO LIVE WITH DIGNITY IN THEIR COMMUNITIES - SUMMER FAN DRIVE, HOLIDAY FUND DRIVE 30,000
    GIRLS EMPOWERMENT NETWORK
    P O BOX 3122
    AUSTIN,TX78746     		NONE PC FOSTER HEALTHY SELF-ESTEEM IN GIRLS THROUGH ENGAGEMENT, SKILL BUILDING, AND EMPOWERMENT - SUMMER PROGRAMS (ATX), SALARY FOR PROGRAM COORDINATORS FOR IN-SCHOOL GIRL CONNECT PROGRAM (HTX), OPERATIONS 74,000
    GUIDE DOGS OF TEXAS
    1503 ALLENA DRIVE
    SAN ANTONIO,TX78213     		NONE PC PROVIDE QUALITY GUIDE DOGS TO VISUALLY IMPAIRED TEXANS - SALARY FOR GUIDE DOG MOBILITY INSTRUCTOR APPRENTICE 50,000
    HOSPICE AUSTIN
    4107 SPICEWOOD SPRINGS RD
    AUSTIN,TX78759     		NONE PC PROVIDES IN-PATIENT HOSPICE CARE AND IN-HOME PALLIATIVE CARE - CAMP BRAVE HEART OPERATIONS 30,000
    HOUSTON ARTS ALLIANCE
    5820 CAROLINE ST SUITE 100
    HOUSTON,TX77004     		NONE PC ADVANCING AND INVESTING IN THE ARTS AND DIVERSE CULTURAL PROGRAMMING IN HOUSTON ARTS RELIEF FUND - OPERATIONS 40,000
    HOUSTON EYE ASSOCIATES FOUNDATION
    7155 OLD KATY RD SUITE N100
    HOUSTON,TX77024     		NONE PC PROVIDE EYE CARE SERVICES FOR INDIVIDUALS IN FINANCIAL HARDSHIP - PATIENT SERVICES 45,000
    HOUSTON FOOD BANK EAST END BRANCH
    535 PORTWALL STREET
    HOUSTON,TX77029     		NONE PC HELP THE COMMUNITY FIGHT HUNGER 2,500
    HOUSTON HOSPICE
    1905 HOLCOMBE BLVD
    HOUSTON,TX77030     		NONE PC IN-PATIENT HOSPICE CARE 25,000
    HOUSTON MUSEUM OF NATURAL SCIENCE
    5555 HERMAN PARK DR
    HOUSTON,TX77030     		NONE PC NATURAL HISTORY, NATURAL SCIENCES MUSEUM - FREE THURSDAYS PROGRAM, ACCESSIBILITY PROGRAMMING 25,000
    HOUSTON PUBLIC LIBRARY FOUNDATION
    550 MCKINNEY ST
    HOUSTON,TX77002     		NONE PC PUBLIC LIBRARY - SCHOLARSHIPS FOR BEYOND THE PAGE LUNCHEON, OPERATIONS 30,000
    INTERFAITH MINISTRIES FOR GREATER HOUSTON
    3303 MAIN STREET
    HOUSTON,TX77002     		NONE PC MEALS ON WHEELS CAPITAL CAMPAIGN TO PURCHASE NEW BUILDING, VOLUNTEER HOUSTON OPERATIONS 40,000
    LITERACY FIRST (UNIVERSITY OF TEXAS-AUSTIN)
    3925 W BRAKER LN STE 3801
    AUSTIN,TX78759     		NONE PC PROVIDES LITERACY PROGRAMS FOR AT-RISK CHILDREN 40,000
    LOW VISION RESOURCE CENTER
    1250 N E LOOP 410 SUITE 630
    SAN ANTONIO,TX78209     		NONE PC OFFER HELP AND PROMOTE INDEPENDENCE FOR PEOPLE WITH VISION LOSS 5,000
    MEALS ON WHEELS CENTRAL TEXAS
    3227 EAST 5TH STREET
    AUSTIN,TX78702     		NONE PC MEAL DELIVERY AND OTHER SERVICES TO HOMEBOUND ELDERLY - OPERATIONS 30,000
    MOBILE LOAVES AND FISHES
    9301 HOG EYE RD STE 950
    AUSTIN,TX78724     		NONE PC COMMUNITY FIRST! VILLAGE PROJECT TO HOUSE HOMELESS ADULTS - 2 MICRO HOUSES 50,000
    PLANNED PARENTHOOD GULF COAST
    4600 GULF FREEWAY
    HOUSTON,TX77023     		NONE PC PROVIDE LOW-COST HEALTH SERVICES - HEALTHCARE SERVICES AND EDUCATION 50,000
    RONALD MCDONALD HOUSE OF HOUSTON
    1907 HOLCOMBE BLVD
    HOUSTON,TX77030     		NONE PC HOME AWAY FROM HOME FOR FAMILIES WITH SERIOUSLY ILL CHILDREN BEING TREATED AT NEARBY MEDICAL FACILITIEIS - OPERATIONS 15,000
    ROSENBERG LIBRARY
    2310 SEALY STREET
    GALVESTON,TX77550     		NONE PC PUBLIC LIBRARY - RECONSTRUCTION FUND 10,000
    SALVATION ARMY OF AUSTIN
    4700 MANOR ROAD
    AUSTIN,TX78723     		NONE PC PROVIDES VARIOUS SOCIAL SERVICE PROGRAMS 5,000
    SALVATION ARMY GREATER HOUSTON
    1500 AUSTIN STREET
    HOUSTON,TX77002     		NONE PC PROVIDES VARIOUS SOCIAL SERVICE PROGRAMS 5,000
    TEXAS HUMANE HEROES
    10930 E CRYSTAL FALLS PKWY
    LEANDER,TX78641     		NONE PC ANIMAL RESCUE AND ADOPTION SERVICES - OPERATIONS 40,000
    THE WOODS PROJECT
    2700 SOUTHWEST FREEWAY SUITE A
    HOUSTON,TX77098     		NONE PC TO CREATE WILDERNESS EDUCATION AND EXPLORATION EXPERIENCES THAT DEVELOP CRITICAL BEHAVIORS NEEDED FOR DISADVANTAGED STUDENTS TO ACHIEVE SUCCESS IN SCHOOL AND LIFE - PROGRAM STAFF POSITION 50,000
    THUNDERING PAWS
    P O BOX 1555
    DRIPPING SPRINGS,TX78620     		NONE PC ANIMAL RESCUE AND ADOPTION SERVICES - MATCHING GRANTS FOR FUNDRAISERS 4,500
    TRIPLE ME MAC EQUINE SANCTUARY
    3022 VIEW RIDGE
    SPRING BRANCH,TX78070     		NONE PC EQUINE RESCUE AND ADOPTION MATCHING GRANTS FOR FUNDRAISERS 5,000
    UNITED WAY FOR GREATER AUSTIN
    2000 EAST MLK BLVD
    AUSTIN,TX78702     		NONE PC BRING PEOPLE, IDEAS AND RESOURCES TOGETHER TO FIGHT POVERTY IN THE COMMUNITY - ALL TOGETHER ATX (COVID RELIEF) 7,500
    UNITED WAY OF GREATER HOUSTON
    P O BOX 3247
    HOUSTON,TX77253     		NONE PC ENGAGES INDIVIDUALS AND BUSINESSES TO BUILD A STRONGER COMMUNITY - COVID RECOVERY PROGRAM 5,000
    UNIVERSITY OF HOUSTON - COLLEGE OF NURSING
    14000 UNIVERSITY BLVD BRAZOS HALL
    ROOM 368B
    SUGAR LAND,TX77479     		NONE PC SCHOLARSHIPS FOR NURSING STUDENTS 25,000
    UNIVERSITY OF TEXAS - AUSTIN - COLLEGE OF NATURAL SCIENCES
    120 INNER CAMPUST DRIVE STOP G2500
    AUSTIN,TX78712     		NONE PC ANDREW DELANEY ENDOWED EXCELLENCE FUND FOR ACTUARIAL SCIENCES 50,000
    Total .................................bullet 3a 1,214,500
    bApproved for future payment
    AUSTIN PUBLIC LIBRARY FOUNDATION
    P O BOX 13201
    AUSTIN,TX78711     		NONE PC MISSION PROGRAMS 30,000
    PLANNED PARENTHOOD GULF COAST
    4600 GULF FREEWAY
    HOUSTON,TX77023     		NONE PC EXPAND HEALTHCARE SERVICES AND EDUCATION PROGRAMS 50,000
    MOBILE LOAVES AND FISHES
    9301 HOG EYE RD STE 950
    AUSTIN,TX78724     		NONE PC HOUSING FOR PHASE II OF COMMUNITY FIRST! VILLAGE 50,000
    TEXAS HUMANE HEROES
    10930 E CRYSTAL FALLS PKWY
    LEANDER,TX78641     		NONE PC GENERAL OPERATING EXPENSES 30,000
    Total .................................bullet 3b 160,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 8,831  
    4 Dividends and interest from securities....     14 604,479  
    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 -695,829  
    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 -82,519 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -82,519
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    ANDREW DELANEY FOUNDATION
    EIN:
    76-0265537
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 12,162 6,081   6,081

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    ANDREW DELANEY FOUNDATION
    EIN:
    76-0265537
    Name of Bond End of Year Book Value End of Year Fair Market Value
    COCA COLA ENTERPRISES 08.500% 106,282 108,595
    ISHARES IBOXX $ INVT GRADE CORPORATE BOND ETF 145,344 207,195

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ANDREW DELANEY FOUNDATION
    EIN:
    76-0265537
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABB LTD SPON ADR 63,649 68,698
    ABBVIE INC COM 60,188 67,397
    ACCENTURE PLC IRELAND CL A 178,420 211,319
    AGCO CORP 63,432 99,069
    AIA GROUP LTD SPON ADR 111,516 151,173
    AIR LIQUIDE ADR FRANCE ADR 19,824 25,950
    AIRBUS SE UNSPONSORED ADR 51,872 56,607
    ALCON INC CHF 58,861 71,060
    ALIBABA GROUP HLDG LTD SPON ADR 201,495 232,730
    AMAZON.COM INC 150,933 260,554
    AMAZON.COM INC 207,920 338,721
    AMAZON.COM INC 86,675 237,756
    AMERICA MOVIL 13,175 15,063
    AMERIPRISE FINANCIAL INC 61,553 93,861
    ANHEUSER BUSCH INBEV 34,573 49,426
    AON PLC CL A 238,560 253,735
    AON PLC CL A 23,988 30,212
    APTIV PLC 78,062 159,214
    ASHAI KAISEI CORP UNSPON ADR 35,106 47,497
    ASHTEAD GROUP PLC ORD UNSPONSORED ADR 47,014 83,949
    ASML HLDG NV SPON ADR 50,675 135,098
    ASSA ABLOY AB ADR 16,612 22,066
    ASTRAZENECO PLC SPON ADR 93,873 106,629
    B&M EUROPEAN VALUE RETAIL SA 21,302 23,732
    BANCO BILBAO VIZCAYA 42,620 42,711
    BEIGENE LTD SPON ADR 29,018 47,802
    BIO RAD LABORATORIES INC CL A 47,285 122,417
    BIOMARIN PHARMACEUTICAL INC 39,045 45,248
    BRAMBLES LTD SPON ADR 62,879 67,453
    BRITISH AMER TOBACCO PLC GB 62,690 69,431
    BROADRIDGE FINANCIAL SOLUTIONS 85,688 127,309
    BT GROUP PLC 68,213 83,588
    CADENCE DESIGN SYSTEM 81,911 85,269
    CARLSBERG AS SPON ADR 85,049 114,508
    CDN NATL RAILWAY CO CAD 21,536 31,088
    CHEVRON CORP 176,183 167,042
    CIENA CORP NEW 64,966 67,278
    COGENT COMMUNICATIONS HOLDINGS INC 161,901 127,044
    COMPAGNIE FINANCIERE RICHEMONT 35,348 33,120
    CONGNEX CORP 98,177 160,570
    CONTL AG-SPONS ADR ADR 102,969 112,402
    COSTCO WHOLESALE CORP 55,085 99,470
    CUMMINS INC 188,427 183,043
    DAIICHI SANKYO CO LTD 25,771 36,996
    DAIKIN INDS LTD ADR 20,428 35,527
    DBS GROUP HLDGS LTD SPON ADR 31,713 31,333
    DEUTSCH BOERSE ADR 17,028 24,640
    DIAGEO PLC NEW GB SPON ADR 44,303 55,901
    DNB ASA SPON ADR 45,412 48,692
    DSV PANALPINA A/S ADR 27,355 50,748
    ECOLAB INC 60,485 108,180
    ECOLAB INC 71,200 123,325
    ELECTRONIC ARTS 118,591 197,594
    ELECTRONIC ARTS 60,002 83,575
    ENEL SPA ADR 79,574 118,156
    ENGIE SPON ADR 18,608 22,000
    ENTEGRIS INC 83,772 120,798
    EPAM SYSTEMS INC 93,754 358,350
    EQUINOR ASA SPON ADR 94,358 83,151
    ERSTE GROUP BANK AG ORD EUR 67,525 72,300
    ESSILOR INTL SPON ADR 58,127 83,514
    FACEBOOK INC 252,094 353,469
    FLUTTER ENTMT PLC ADR 15,469 21,799
    GALAPAGOS NV SPON ADR 57,627 31,080
    GENMAB A/S SPON ADR 42,795 85,589
    GENMAB A/S SPON ADR 40,307 85,020
    GIV AUDAN SA ADR 55,357 76,883
    GRIFOLS S A CL B SPON ADR 18,842 17,610
    H LUNDBECK A/S DKK 44,874 45,571
    HCA HEALTHCARE INC 104,908 151,961
    HDFC BANK LTD ADR 18,533 34,251
    HEALTH CARE SVCS GROUP INC 170,933 119,425
    HENKEL AG & CO KGAA VORZUG EUR 54,327 59,055
    HESS CORP 57,678 64,457
    HERMES INTL SCA ADR 34,279 49,303
    HILL ROM HOLDINGS INC 38,454 32,526
    HOME DEPOT INC 86,306 122,716
    HONG KONG EXCHANGES 29,809 51,072
    HOYA CORP SPON ADR 34,015 52,601
    HOYA CORP SPON ADR 54,339 62,456
    HUTCHINSON CHINA MEDITECH LTD 18,209 26,929
    IBERDROLA SA SPON ADR 59,761 88,953
    INDUSTRIA DE DISENO TEXTIL IND 42,960 42,314
    INGERSOLL RAND INC 51,931 91,348
    INTERCONTINENTAL EXCHANGE GROUP 73,271 138,348
    INTUITIVE SURGICAL INC NEW 114,783 409,050
    JARDINE MATHESON HD-UNSP ADR 18,696 26,086
    KBC GROUP SA/NV SHS EUR 59,285 65,388
    KERING S A UN SPONSORED ADR 73,199 103,096
    KEYENCE CORP ORD JPY 109,122 182,957
    KEYSIGHT TECHNOLOGIES INC COM 96,425 117,956
    KONINKLIJKE AHOLD DELHAIZE NV 66,545 77,478
    KONINKLIJKE PHILIPS NV SPON 33,532 42,198
    KOSMOS ENERGY LTD 268,293 108,255
    LABORATORY CORP AMER HLDGS NEW 25,465 30,329
    LAMB WESTON HLDGS INC 144,087 175,275
    LI AUTO INC SPON ADR 50,144 44,831
    LILLY ELI & CO 27,235 40,522
    LINDE PLC EUR 94,272 141,505
    LKQ CORP NEW 132,974 163,655
    LONDON STK EXCHANGE UNSPONSORED ADR 87,301 136,414
    LOREAL CO ADR FRANCE ADR 60,286 87,801
    LOWES COMPANIES INC 56,007 103,208
    LVMH MOET HENNESSY LOUIS NEW ADR 27,056 44,903
    LVMH MORT HENNESSEY LOUIS VUITTON 151,541 250,044
    LYFT INC CL A 30,294 56,401
    MARSH & MCLENNAN COS INC 66,410 93,600
    MASIMO CORP 107,980 168,543
    MASTERCARD INC CL A 181,419 321,960
    MEDTRIONIC PLC 51,129 60,561
    MERCADOLIBRE INC 35,121 80,411
    MICRON TECHNOLOGY INC 51,102 96,155
    MICROSOFT CORP 109,022 370,774
    MICROSOFT CORP 106,181 221,753
    MIRATI THERAPEUTICS INC 14,803 38,657
    MONDI PLC EUR 43,539 46,632
    MONTROSE ENVIRONMENTAL GROUP 52,657 55,449
    MORGAN STANLEY 144,024 193,666
    MOTOROLA SOLUTIONS INC 200,538 223,629
    MSA SAFETY INC COM 52,380 75,442
    MURATA MFG CO LTD ADR 17,450 35,410
    NASPERS LTD SPON ADR 67,565 56,164
    NATL INSTRUMENTS CORP 65,704 67,228
    NESTE OIL OYJ EUR 55,524 124,962
    NESTLE S A SPONSORED ADR 90,418 102,604
    NIDEC CORP ADR 21,728 51,798
    NINTENDO LTD ADR NEW JAPAN ADR 34,743 77,380
    NIPPON TELEG & TEL CORP SPON ADR 35,390 38,344
    NIPPON TELEG & TEL CORP SPON ADR 39,992 41,377
    NITORI HLDGS CO LTD ADR 30,079 32,003
    NOVO NORDISK 107,621 125,101
    NUTRIEN LTD CAD 129,743 158,350
    NXP SEMICONDUCTORS N V COM EUR 32,120 67,102
    ON SEMICONDUCTOR CORP 200,909 327,071
    ORIX CORP SPON ADR 54,337 62,869
    PAYPAL HOLDINGS INC 65,622 374,720
    PERNOD PICARD SA ADR 41,722 57,295
    PING AN INSURANCE (GROUP) CO OF CHINA LTD REPSTG 20 H SHS SPON ADR 66,805 81,414
    POPULAR INC 45,697 47,985
    PRICE T ROWE GROUP INC 79,725 115,208
    PROCTER & GAMBLE CO 41,444 65,535
    PROGRESSIVE CORP OHIO 137,195 173,040
    PROSUS N V SPON ADR 16,063 24,900
    PROSUS N V SPON ADR 42,179 61,383
    PRYSMIAN SPA MILANO EUR 60,534 92,945
    PT BK MANDIRI PERSERO TBK ADR 92,803 86,214
    PTC INC COM 49,629 72,005
    RAYTHEON TECHNOLOGIES CORP 110,895 107,265
    RECKITT BENC KISER PLC SPON ADR 62,568 72,951
    RECRUIT HLDGS CO LTD 18,620 28,014
    RELX PLC 64,560 75,632
    RIO TINTO PLC 16,414 20,460
    ROCKWELL AUTOMATION INC NEW 188,733 300,972
    ROYAL KPN 33,355 42,858
    SAFRAN SA ADR 73,661 113,720
    SAGE GROUP PLC ORD GBP 94,186 71,873
    SAIA INC 80,900 86,061
    SAP SE SPON ADR 70,823 83,841
    SHERWIN WILLIAMS CO 170,888 307,927
    SHIN ETSU CHEM CO LTD ADR 49,881 87,036
    SHIONOGI & CO LTD ADR 54,444 53,677
    SMC CORP YEN SHS ORD JPY 61,755 81,288
    SOFTBANK GROUP CORP 29,357 64,485
    SONY CORP ADR NEW JAPAN ADR 84,570 153,470
    SOUTHWEST AIRLINES CO 89,917 126,546
    SPECTRIS PLC GBP 75,392 74,950
    STARBUCKS CORP 84,180 160,470
    STMICROELECTRONICS 30,530 33,742
    STRAMANN HLDG AG ADR 36,878 58,540
    SUZUKI MOTOR CORP LTD ADR 14,319 26,347
    SYNOPSYS INC 74,796 311,088
    TAIWAN SEMICONDUCTOR MFG CO LTD ADR 64,732 174,464
    TAIWAN SEMICONDUCTOR MFG CO LTD ADR 84,702 193,219
    TAKEDA PHARMACEUTICAL CO LTD 96,536 90,836
    TECHNOPRO HLDGS SPON ADR 40,013 59,619
    TENCENT HLDGS LTD 61,800 91,228
    TERUMO CORP ADR 39,786 48,687
    TEXAS INSTRUMENTS 219,705 330,230
    TFI INTL INC CAD 28,656 35,126
    THERMO FISHER SCIENTIFIC INC 51,563 126,692
    TJX COS INC NEW 80,011 137,468
    TOKYO ELECTRON LTD ADR 24,121 25,643
    TOTAL SE SPON ADR 32,736 32,899
    TRIMBLE INC COM 36,064 77,720
    TWITTER INC 63,838 105,701
    UNICHARM CORP SPON ADR 61,731 74,936
    UNILEVER NV NY SHS NEW NETHERLANDS SPON SPON ADR 87,370 92,894
    UNILEVER PLC AMER SHS NEW SPON ADR 16,568 16,176
    UNION PACIFIC CORP 276,965 340,856
    UNITEDHEALTH GROUP INC 195,580 299,481
    UNITEDHEALTH GROUP INC 87,622 137,817
    UNIVERSAL DISPLAY CORP 32,635 47,798
    VAIL RESPORTS INC. 68,151 98,194
    VISA INC CL A 48,794 94,054
    VMWARE INC CL A 62,337 62,275
    WARRANTS AMERICAN INTL GROUP INC 21,481 110
    WELLS FARGO & CO NEW 97,772 87,824
    WHEATON PRECIOUS METALS CORP 110,408 163,830
    WSTN DIGITAL CORP 46,056 64,529
    ZURICH INS GROUP LTD SPON ADR 80,398 109,561

    TY 2020 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 3,883,083 4,142,420
    SPDR GOLD SHARES ETF AT COST 570,104 891,800
    TCW EMERGING MARKETS INCOME FUND CLASS I AT COST 582,445 635,875
    DELANEY INTERESTS LTD. AT COST 3,533 3,533
    SYNFUELS INTL. INC. AT COST 31,800 31,800

    TY 2020 LegalFeesSchedule
    Name:
    ANDREW DELANEY FOUNDATION
    EIN:
    76-0265537
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 5,000 2,500   2,500


    TY 2020 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 9,201 0 0


    TY 2020 OtherDecreasesSchedule
    Name:
    ANDREW DELANEY FOUNDATION
    EIN:
    76-0265537
    Description Amount
    INVESTMENT ADJUSTMENT 69,828


    TY 2020 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 192 0   192
    MEMBERSHIP FEES 2,865 0   2,865
    POSTAGE 106 0   106
    TECHNOLOGY 683 0   683
    OFFICE SUPPLIES 31 0   31
    PAYROLL TAX PENALTY 260 0   0
    WRITE-OFF OF NOTE RECEIVABLE 9,036 0   0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ANDREW DELANEY FOUNDATION
    EIN:
    76-0265537
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 122,574 122,574   0


    TY 2020 TaxesSchedule
    Name:
    ANDREW DELANEY FOUNDATION
    EIN:
    76-0265537
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 1,500 0   0
    FOREIGN TAXES 21,487 21,487   0