Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$23,558,877J 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 right arrow.............
3 Interest on savings and temporary cash investments 28,486 28,486  
4 Dividends and interest from securities... 372,588 372,588  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 985,394
b Gross sales price for all assets on line 6a 10,084,642
7 Capital gain net income (from Part IV, line 2)... 985,394
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........ 1,386,468 1,386,468  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 132,525 33,131   99,394
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 9,450 2,363   7,087
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,456 4,728   4,728
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
138,351 138,351   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
45,930 25,930   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 319 80   239
21 Travel, conferences, and meetings....... 2,444 611   1,833
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,743 0   6,743
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 345,218 205,194   120,024
25 Contributions, gifts, grants paid....... 2,632,500 2,632,500
26 Total expenses and disbursements. Add lines 24 and 25 2,977,718 205,194   2,752,524
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,591,250
b Net investment income (if negative, enter -0-) 1,181,274
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets 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............. 4,713 5,798 5,798
2 Savings and temporary cash investments......... 1,345,167 4,194,455 4,194,455
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,836,871 0 0
b Investments—corporate stock (attach schedule)....... 15,414,380 Click to see attachment
List of Attached Documents:
// Content
13,612,229 		18,470,914
c Investments—corporate bonds (attach schedule)....... 48,448 Click to see attachment
List of Attached Documents:
// Content
48,448 		55,330
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 701,661 Click to see attachment
List of Attached Documents:
// Content
890,406 		832,380
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,351,240 18,751,336 23,558,877
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 16,620,704 15,020,800
29 Total net assets or fund balances (see instructions)..... 20,351,240 18,751,336
30 Total liabilities and net assets/fund balances (see instructions). 20,351,240 18,751,336
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
20,351,240
2
Enter amount from Part I, line 27a .....................
2
-1,591,250
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
18,759,990
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
8,654
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
18,751,336
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
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 10,084,338   9,099,248 985,090
b 304     304
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       985,090
b       304
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 2 985,394
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
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 right arrow 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) 1 16,420
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 16,420
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 16,420
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 28,450
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 28,450
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 12,030
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow12,030 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowTX
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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
 
No
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 addressright arrowN/A
14
The books are in care ofright arrowJANET L DELANEY Telephone no.right arrow (512) 637-4168

Located atright arrow5501-A BALCONES DRIVE PMB 152AUSTINTX ZIP+4right arrow78731
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JANET L DELANEY CHAIRMAN/PRESIDENT
30.00 		123,525 0 3,520
5501-A BALCONES DRIVE PMB 152
AUSTIN,TX78731
AMANDA H GRAHAM SECRETARY/TRUSTEE
0.35 		3,000 0 0
5501-A BALCONES DRIVE PMB 152
AUSTIN,TX78731
DAVID J LEE VP/TRUSTEE
0.45 		2,000 0 0
5501-A BALCONES DRIVE PMB 152
AUSTIN,TX78731
DANIEL E SAVITZ TREASURER/TRUSTEE
0.20 		1,000 0 0
5501-A BALCONES DRIVE PMB 152
AUSTIN,TX78731
NATALIE HAUSMAN-WEISS TRUSTEE
0.45 		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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
UBS FINANCIAL SERVICES INC INVESTMENT MANAGEMENT 138,351
4400 POST OAK PARKWAY SUITE 1700
HOUSTON,TX770273441
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
20,041,167
b
Average of monthly cash balances.......................
1b
2,943,411
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
22,984,578
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
22,984,578
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
344,769
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
22,639,809
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,131,990
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,131,990
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
16,420
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
16,420
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,115,570
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,115,570
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 XII, line 1 ...
7
1,115,570
Part XI
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
2,752,524
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
2,752,524
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,115,570
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020...... 103,664
d From 2021...... 48,967
e From 2022...... 3,104,346
f Total of lines 3a through e ........ 3,256,977
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 2,752,524
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 1,115,570
e Remaining amount distributed out of corpus 1,636,954
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 4,893,931
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		4,893,931
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020.... 103,664
c Excess from 2021.... 48,967
d Excess from 2022.... 3,104,346
e Excess from 2023.... 1,636,954
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ANIMAL BALANCE

PO BOX 66406
PORTLAND,OR97290 		NONE PC COLLABORATE WITH COMMUNITIES IN NEED TO CREATE SUSTAINABLE AND HUMANE NON-HUMAN ANIMAL MANAGEMENT PROGRAMS TO PREVENT SUFFERING AND IGNITE SOCIAL CHANGE - OPERATIONS 10,000

ARTS FOR RURAL TEXAS

PO BOX 33
FAYETTEVILLE,TX78940 		NONE PC PROVIDE EDUCATIONAL OPPORTUNITIES FOR CHILDREN IN RURAL COMMUNITIES TO BROADEN THEIR ARTS EXPERIENCE - MISSION PROGRAMS 30,000

AUSTIN HUMANE SOCIETY

124 WEST ANDERSON LANE
AUSTIN,TX78752 		NONE PC PROVIDE COMPREHENSIVE, HUMANE, LIFE-SAVING ANIMAL SERVICES - CAPITAL CAMPAIGN, EMERGENCY VET SERVICES 251,000

AUSTIN PALLIATIVE CARE

4107 SPICEWOOD SPRINGS RD
AUSTIN,TX78759 		NONE PC PROGRAM OF HOSPICE AUSTIN, PROVIDES IN-HOME PALLIATIVE CARE FOR TERMINALLY ILL - MATCHING GRANT 20,000

AUSTIN PUBLIC LIBRARY FOUNDATION

PO BOX 13201
AUSTIN,TX78711 		NONE PC PUBLIC LIBRARY - ENDOWMENT 125,000

AUSTIN WILDLIFE RESCUE

PO BOX 302695
AUSTIN,TX78703 		NONE PC WILD ANIMAL RESCUE AND REHABILITATION - MATCHING GRANTS FOR FUNDRAISERS, OPERATIONS 17,500

BARBARA BUSH LITERACY HOUSTON FOUNDATION

7887 SAN FELIPE STE 250
HOUSTON,TX77063 		NONE PC BOOK DISTRIBUTION PROGRAMS - OPERATIONS, MY HOME LIBRARY 50,000

BATTLESHIP TEXAS FOUNDATION

ONE RIVERWAY SUITE 2200
HOUSTON,TX77056 		NONE PC ONGOING RESTORATION AND PRESERVATION OF BATTLESHIP TEXAS - OPERATIONS 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 - OPERATIONS 45,000

BOOKSPRING

PO BOX 153024
AUSTIN,TX787153024 		NONE PC BOOK DISTRIBUTION PROGRAMS - CORE PROGRAM SUPPORT 50,000

BREAKTHROUGH HOUSTON

2401 CLAREMONT LANE
HOUSTON,TX77019 		NONE PC ACADEMIC ENRICHMENT FOR AT-RISK STUDENTS - OPERATIONS 5,000

BUFFALO BAYOU PARTNERS

1019 COMMERCE ST STE 200
HOUSTON,TX77002 		NONE PC TRANSFORM AND REVITALIZE BUFFALO BAYOU - OPERATIONS 5,000

CANDID

32 OLD SLIP 24TH FLOOR
NEW YORK,NY10005 		NONE PC PROVIDES INFORMATION ON NON-PROFIT ORGANIZATIONS - OPERATIONS 1,000

CENTER FOR DISASTER PHILANTHROPY

1201 CONNECTICUT AVE NW STE 300
WASHINGTON,DC20036 		NONE PC DISASTER PHILANTHROPY SERVICES - OPERATIONS 5,000

CENTER FOR PURSUIT

4400 HARRISBURG BLVD
HOUSTON,TX77011 		NONE PC PROVIDES SERVICES FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES - BEHAVIORAL HEALTH PROGRAM 50,000

CENTRAL TEXAS FOOD BANK

6500 METROPOLIS DRIVE
AUSTIN,TX78744 		NONE PC HELP THE COMMUNITY FIGHT HUNGER - OPERATIONS 2,500

CHARITY NAVIGATOR

PO BOX 4009
HARLAN,IA51593 		NONE PC PROVIDES INFORMATION ABOUT CHARITIES - OPERATIONS 1,000

COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS

3000 SOUTH IH 35 SUITE 200
AUSTIN,TX78704 		NONE PC SURROUND STUDENTS WITH A COMMUNITY OF SUPPORT, EMPOWERING THEM TO STAY IN SCHOOL, AND ACHIEVE IN LIFE - CAPITAL CAMPAIGN, MALE STUDENT ACHIEVEMENT PROGRAM 160,000

COMMUNITIES IN SCHOOLS OF HOUSTON

111 NORTH LOOP WEST SUITE 300
HOUSTON,TX77008 		NONE PC SURROUND STUDENTS WITH A COMMUNITY OF SUPPORT, EMPOWERING THEM TO STAY IN SCHOOL, AND ACHIEVE IN LIFE - XY-ZONE PROGRAM 35,000

COMPUDOPT

1602 AIRLINE DRIVE
HOUSTON,TX77009 		NONE PC PROVIDES TECHNOLOGY ACCESS AND EDUCATION TO UNDERSERVED YOUTH - OPERATIONS 10,000

CURE ALZHEIMER'S FUND

34 WASHINGTON STREET STE 310
WELLESLEY HILLS,MA02481 		NONE PC ALZHEIMERS DISEASE RESEARCH - OPERATIONS 10,000

EMANCIPET

7010 EASY WIND DRIVE 260
AUSTIN,TX78752 		NONE PC LOW-COST SPAY/ NEUTER AND VETERINARY SERVICES FOR ANIMALS - MOBILE CLINIC REPAIR, TNVR, COLLABORATION WITH CF!V TO HELP NEIGHBORS WITH PET NEEDS 55,000

ETOSHA RESCUE & ADOPTION CENTER

191 JACKSON CIRCLE
SEGUIN,TX78155 		NONE PC ANIMAL RESCUE AND ADOPTION - OPERATIONS 25,000

EVE'S FUND

PO BOX 3592
NEWPORT,RI02840 		NONE PC SCHOLARSHIP PROGRAM FOR NAVAJO YOUTH 30,000

EXPONENT PHILANTHROPY

1720 N STREET NW
WASHINGTON,DC20036 		NONE PC PHILANTHROPY MEMBERSHIP ASSOCIATION - OPERATIONS 1,000

FAMILY ELDERCARE

1700 RUTHERFORD LN
AUSTIN,TX78745 		NONE PC SUPPORT SENIORS AND ADULTS WITH DISABILITIES TO LIVE WITH DIGNITY IN THEIR COMMUNITIES - 80 OVER 80 PROGRAM, SUMMER FAN DRIVE, HOLIDAY FUND DRIVE 40,000

GIRLS EMPOWERMENT NETWORK

PO BOX 3122
AUSTIN,TX78746 		NONE PC FOSTER HEALTHY SELF-ESTEEM IN GIRLS THROUGH ENGAGEMENT, SKILL BUILDING, AND EMPOWERMENT - SALARY FOR PART-TIME PROGRAM STAFF POSITIONS (ATX), SALARY FOR PROGRAM COORDINATORS FOR IN-SCHOOL GIRL CONNECT PROGRAM (HTX) 100,000

HAWAII COMMUNITY FOUNDATION

827 FORT STREET MALL
HONOLULU,HI96813 		NONE PC PROVIDES COMMUNITY SERVICES TO ALL ISLAND COMMUNITIES - MAUI FIRE RELIEF 2,500

HOSPICE AUSTIN

4107 SPICEWOOD SPRINGS RD
AUSTIN,TX78759 		NONE PC PROVIDES IN-PATIENT HOSPICE CARE AND IN-HOME PALLIATIVE CARE - OPERATIONS 20,000

HOUSTON ARTS ALLIANCE

5820 CAROLINE ST SUITE 100
HOUSTON,TX77004 		NONE PC ADVANCING AND INVESTING IN THE ARTS AND DIVERSE CULTURAL PROGRAMMING IN HOUSTON - DISASTER SERVICES PROGRAM 120,000

HOUSTON EYE ASSOCIATES FOUNDATION

7155 OLD KATY RD SUITE S110
HOUSTON,TX77024 		NONE PC PROVIDE EYE CARE SERVICES FOR INDIVIDUALS IN FINANCIAL HARDSHIP - MISSION PROGRAMS 50,000

HOUSTON FOOD BANK

535 PORTWALL STREET
HOUSTON,TX77029 		NONE PC HELP THE COMMUNITY FIGHT HUNGER - OPERATIONS 2,500

HOUSTON HOSPICE

1905 HOLCOMBE BLVD
HOUSTON,TX77030 		NONE PC IN-PATIENT HOSPICE CARE - OPERATIONS 35,000

HOUSTON MUSEUM OF NATURAL SCIENCE

5555 HERMAN PARK DR
HOUSTON,TX77030 		NONE PC NATURAL HISTORY, NATURAL SCIENCES MUSEUM - OPERATIONS 25,000

HOUSTON PUBLIC LIBRARY FOUNDATION

550 MCKINNEY ST
HOUSTON,TX77002 		NONE PC PUBLIC LIBRARY - OPERATIONS 10,000

INTERFAITH MINISTRIES FOR GREATER HOUSTON

3303 MAIN STREET
HOUSTON,TX77002 		NONE PC VOLUNTEER HOUSTON PROGRAM CONNECTS INDIVIDUALS AND CORPORATIONS WITH NON-PROFIT ORGANIZATIONS FOR VOLUNTEER OPPORTUNITIES - OPERATIONS 50,000

JEWISH FEDERATION OF GREATER HOUSTON

5603 S BRAESWOOD BLVD
HOUSTON,TX77096 		NONE PC PROVIDES ASSISTANCE FOR JEWS IN NEED - SUPPORT FOR ISREAL 10,000

LEWIS GINTER BOTANICAL GARDEN

1800 LAKESIDE AVE
RICHMOND,VA23228 		NONE PC PUBLIC BOTANICAL GARDENS - MEMORIAL GIFT 1,000

LITERACY FIRST - UNIVERSITY OF TEXAS FOUNDATION

9011 MOUNTAINTOP RIDGE SUITE 150
AUSTIN,TX78759 		NONE PC PROVIDES LITERACY PROGRAMS FOR AT-RISK CHILDREN, GRADES K-2 - STRATEGIC PLAN SUPPORT 250,000

LOVING TEXAS PET ASSISTANCE

PO BOX 294553
KERRVILLE,TX78029 		NONE PC PROVIDE PET-CARE SERVICES FOR LOW-INCOME PET OWNERS IN CENTRAL TEXAS - OPERATIONS, TNVR 30,000

LOW VISION RESOURCE CENTER

1250 N E LOOP 410 SUITE 800
SAN ANTONIO,TX78209 		NONE PC OFFER HELP AND PROMOTE INDEPENDENCE FOR PEOPLE WITH VISION LOSS, OWL RADIO - OPERATIONS 40,000

MAKE A WISH TEXAS GULF COAST AND LOUISIANA

12625 SOUTHWEST FREEWAY
STAFFORD,TX77477 		NONE PC CREATES LIFE-CHANGING WISHES FOR CRITICALLY ILL CHILDREN - OPERATIONS 5,000

MEALS ON WHEELS CENTRAL TEXAS

3227 EAST 5TH STREET
AUSTIN,TX78702 		NONE PC MEAL DELIVERY AND OTHER SERVICES TO HOMEBOUND ELDERLY - MEAL DELIVERY EXPANSION, HOMECARE PROGRAM 50,000

MOBILE LOAVES AND FISHES

9301 HOG EYE RD STE 950
AUSTIN,TX78724 		NONE PC COMMUNITY FIRST! VILLAGE PROJECT TO HOUSE HOMELESS ADULTS - OPERATIONS 50,000

PLANNED PARENTHOOD GULF COAST

4600 GULF FREEWAY
HOUSTON,TX77023 		NONE PC PROVIDE LOW-COST HEALTH SERVICES - HEALTHCARE SERVICES AND EDUCATION 100,000

RONALD MCDONALD HOUSE - HOUSTON

1907 HOLCOMBE BLVD
HOUSTON,TX77030 		NONE PC HOME AWAY FROM HOME FOR FAMILIES WITH SERIOUSLY ILL CHILDREN BEING TREATED AT NEARBY MEDICAL FACILITIES - OPERATIONS 55,000

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 - RATHGEBER HOUSE SUPPORT, OPERATIONS 10,000

SALVATION ARMY OF GREATER HOUSTON

1500 AUSTIN STREET
HOUSTON,TX77002 		NONE PC PROVIDES VARIOUS SOCIAL SERVICE PROGRAMS - OPERATIONS 5,000

SHADOW CATS RESCUE

POBOX 720
ROUND ROCK,TX78680 		NONE PC PROVIDES LONG-TERM CARE FOR SPECIAL NEEDS CATS, TNVR AND SPAY/NEUTER PROGRAMS - OPERATIONS 10,000

TEXAS HUMANE HEROES

10930 E CRYSTAL FALLS PKWY
LEANDER,TX78641 		NONE PC ANIMAL RESCUE AND ADOPTION SERVICES - OPERATIONS 50,000

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, SUMMER PROGRAM EXPENSES 120,000

THUNDERING PAWS

PO BOX 1555
DRIPPING SPRINGS,TX78620 		NONE PC ANIMAL RESCUE AND ADOPTION SERVICES - MATCHING GRANTS FOR FUNDRAISERS, CAPITAL CAMPAIGN 42,500

TRIPLE ME MAC EQUINE SANCTUARY

3022 VIEW RIDGE
SPRING BRANCH,TX78070 		NONE PC EQUINE RESCUE AND ADOPTION - MATCHING GRANTS FOR FUNDRAISERS 10,000

UNIVERSITY OF HOUSTON - COLLEGE OF NURSING

14000 UNIVERSITY BLVD
SUGAR LAND,TX77479 		NONE PC SCHOLARSHIPS FOR NURSING STUDENTS, ENDOWED PROFESSORSHIP 275,000

UNIVERSITY OF TEXAS - AUSTIN

PO BOX 7458
AUSTIN,TX787137458 		NONE PC ANDREW DELANEY ENDOWED EXCELLENCE FUND FOR ACTUARIAL SCIENCES 50,000
Total .................................right arrow 3a 2,632,500
bApproved for future payment

AUSTIN PUBLIC LIBRARY FOUNDATION
PO BOX 13201
AUSTIN,TX78711 		NONE PC PUBLIC LIBRARY - ENDOWMENT 125,000

BOOKSPRING
PO BOX 153024
AUSTIN,TX787153024 		NONE PC MISSION PROGRAM SUPPORT 50,000

EMANCIPET
7010 EASY WIND DRIVE 260
AUSTIN,TX78752 		NONE PC CAPITAL CAMPAIGN FOR LEVANDER LOOP CLINIC'S NEW BUILDING 300,000

LOW VISION RESOURCE CENTER
1250 N E LOOP 410 SUITE 800
SAN ANTONIO,TX78209 		NONE PC OPERATIONS AND PROGRAM SUPPORT WITH A PARTIAL MATCH FROM CHAMPIONS FORE CHARITY FUNDRAISER 50,000

MOBILE LOAVES AND FISHES
9301 HOG EYE RD STE 950
AUSTIN,TX78724 		NONE PC PROGRAM SUPPORT FOR COMMUNITY FIRST! VILLAGE 50,000

PLANNED PARENTHOOD GULF COAST
4600 GULF FREEWAY
HOUSTON,TX77023 		NONE PC GENERAL OPERATING SUPPORT AND PROGRAM EXPANSION 100,000

TEXAS HUMANE HEROES
10930 E CRYSTAL FALLS PKWY
LEANDER,TX78641 		NONE PC GENERAL OPERATING SUPPORT 50,000

UNIVERSITY OF HOUSTON - COLLEGE OF NURSING
14000 UNIVERSITY BLVD
SUGAR LAND,TX77479 		NONE PC SCHOLARSHIPS FOR NURSING STUDENTS 100,000
Total ................................. right arrow 3b 825,000
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
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 28,486  
4 Dividends and interest from securities ....     14 372,588  
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 ............ 		    18 985,394  
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 1,386,468 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,386,468
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
ANDREW DELANEY FOUNDATION
EIN:
76-0265537
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 9,456 4,728   4,728

TY 2023 InvestmentsCorpBondsSchedule
Name:
ANDREW DELANEY FOUNDATION
EIN:
76-0265537
Name of Bond End of Year Book Value End of Year Fair Market Value
ISHARES IBOXX $ INVT GRADE CORPORATE BOND ETF 48,448 55,330

TY 2023 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 60,790 97,682
ABBVIE INC COM 31,334 46,801
ACCENTURE PLC IRELAND CL A 205,027 222,477
ADIDAS AG SPON ADR 31,714 33,545
ADOBE SYSTEMS INC (DELAWARE) 110,221 171,224
ADVANCED MICRO DEVICES INC 43,457 81,370
AIA GROUP LTD SPON ADR 78,885 70,519
AIR LIQUIDE ADR FRANCE ADR 35,186 45,844
AIRBUS SE UNSPONSORED ADR 46,154 61,442
ALCON INC CHF 60,228 77,339
ALIBABA GROUP HLDG LTD SPON ADR 177,694 79,448
ALPHABET INC CL A 229,973 299,635
ALPHABET INC CL A 107,377 139,969
AMADEUS IT GROUP UNSPONSORED ADR 55,242 68,476
AMAZON.COM INC 171,577 249,182
AMAZON.COM INC 214,591 326,063
AMAZON.COM INC 125,356 162,120
AMERICA MOVIL 19,066 19,168
AMERIPRISE FINANCIAL INC 46,926 139,018
ANHEUSER BUSCH INBEV 45,362 40,904
AON PLC CL A 112,770 169,956
APTIV PLC 62,420 74,019
ASHTEAD GROUP PLC ORD UNSPONSORED ADR 35,004 77,316
ASML HLDG NV SPON ADR 92,935 127,163
ASSA ABLOY AB ADR 12,047 18,708
ASTRAZENECA PLC SPON ADR 73,791 111,195
ASTRAZENECA PLC SPON ADR 71,738 82,975
AXA ADR 102,977 119,529
B&M EUROPEAN VALUE RETAIL SA 24,617 20,938
BANK IRELAND GROUP PLC EUR 56,059 52,053
BEIGENE LTD SPON ADR 19,073 18,938
BERKSHIRE HATHAWAY INC NEW CL B 186,881 220,416
BHP GROUP LTD SPON ADR 20,567 24,455
BIO RAD LABORATORIES INC CL A 40,814 51,017
BP PLC SPON ADR 42,861 41,170
BRITISH AMER TOBACCO PLC GB 69,119 53,747
BROADCOM INC 53,843 72,556
BRUNSWICK CORP 39,377 47,504
CADENCE DESIGN SYSTEM 27,935 57,470
CANADIAN PAC RAILWAY LTD CAD 97,137 103,806
CAPGEMINI S E UNSPONSORED ADR 40,314 45,868
CARLSBERG AS SPON ADR 45,173 47,372
CDN NATL RAILWAY CO CAD 20,097 22,613
CF INDUSTRIES HOLDINGS INC 71,150 68,768
CHEMED CORP NEW 95,417 116,950
COMPAGNIE FINANCIERE RICHEMONT 10,811 15,318
CONGNEX CORP 77,265 68,454
COSTCO WHOLESALE CORP 42,950 107,593
DAIICHI SANKYO CO LTD 34,591 33,996
DAIKIN INDS LTD ADR 40,016 34,216
DANAHER CORP 185,974 175,356
DANONE SPON ADR 28,936 30,756
DANONE SPON ADR 104,974 99,909
DASSAULT SYSTEMS S A SPON ADR 23,257 27,598
DBS GROUP HLDGS LTD SPON ADR 42,290 53,162
DEXCOM INC 144,095 174,346
DNB BK ASA SPON ADR 34,387 39,964
DSV A/S ADR 13,904 26,959
ECOLAB INC 49,598 81,324
ECOLAB INC 47,369 73,985
ENGIE SPON ADR 45,069 54,883
EPAM SYSTEMS INC 78,916 243,819
EPIROC AKTIEBOLAG ADR 58,380 55,821
EQUINOR ASA SPON ADR 78,712 122,289
ESSILORLUXOTTICA ADR 45,922 76,774
FIDELITY NATL INFORMATION SVCS 106,079 76,830
FUJITSU LTD ADR NEW JAPAN ADR 35,933 36,126
GENMAB A/S SPON ADR 41,837 53,364
GENMAB A/S SPON ADR 27,692 43,907
GIVAUDAN SA ADR 40,815 55,497
HALEON PLC SPON ADR 50,092 48,425
HDFC BANK LTD ADR 49,868 55,232
HEALTH CARE SVCS GROUP INC 140,333 36,139
HERMES INTL SCA ADR 17,091 45,071
HESS CORP 169,119 161,603
HESS CORP 41,364 122,392
HITACHI LTC ADR NEW JAPAN 25,968 30,071
HONG KONG EXCHANGES 11,804 6,919
HSBC HOLDINGS PLC NEW GB SPON ADR 38,999 47,837
IBERDROLA SA SPON ADR 27,137 30,765
IMPERIAL BRANDS PLC SPON ADR 29,855 29,277
INDUSTRIA DE DISENO TEXTIL IND 31,632 62,408
INGERSOLL RAND INC 43,919 93,427
INTERCONTINENTAL EXCHANGE GROUP 60,822 126,504
INTERCONTINENTAL EXCHANGE GROUP 289,745 307,975
INTUITIVE SURGICAL INC NEW 94,122 414,953
ITOCHU CORP ADR JAPAN ADR 32,439 32,983
JOHNSON & JOHNSON COM 135,521 127,743
JPMORGAN CHASE & CO 143,020 165,507
KERING S A UN SPONSORED ADR 59,477 52,380
KEYENCE CORP ORD JPY 46,232 59,926
KEYENCE CORP ORD JPY 74,617 86,804
KNORR BREMSE AG EUR 97,648 52,323
KONINKLIJKE PHILIPS NV SPON 104,576 112,031
KOSMOS ENERGY LTD 90,335 161,402
LABORATORY CORP AMER HLDGS NEW 43,451 50,686
LAUDER ESTEE COS CL A 111,967 117,878
LILLY ELI & CO 41,200 135,820
LINDE PLC EUR 62,725 141,284
LONDON STK EXCHANGE UNSPONSORED ADR 64,691 97,868
LONDON STOCK EXCHANGE GROUP PLC 119,268 140,332
LONZA GROUP AG ADR 38,759 27,359
LOREAL CO ADR FRANCE ADR 48,349 67,201
LVMH MOET HENNESSY LOUIS NEW ADR 44,677 50,847
MARRIOTT INTL INC NEW CL A 31,047 46,230
MARSH & MCLENNAN COS INC 49,465 102,882
MARUBENI CORP ADR JAPAN ADR 37,178 31,195
MASCO CORP 35,999 44,341
MERCADOLIBRE INC 28,934 55,004
MERCADOLIBRE INC 38,981 56,575
MICHELIN CGDE CL B BR BD ORD 75,410 69,883
MICRON TECHNOLOGY INC 30,572 68,869
MICROSOFT CORP 99,341 426,429
MICROSOFT CORP 96,257 272,253
MITSUBISHI UFJ FINANCIAL GROUP 58,925 72,445
MODERNA INC 44,120 43,360
MONOLITHIC POWER SYSTEMS INC 208,614 278,174
MONTROSE ENVIRONMENTAL GROUP 53,721 46,460
MSA SAFETY INC COM 33,994 53,181
MTU AERO ENGINES HLDGS AG ADR 24,697 26,661
NESTLE S A SPONSORED ADR 55,899 60,012
NETEASE INC SPON ADR 25,962 20,216
NETFLIX INC 41,168 76,927
NEXTERA ENERGY INC COM 163,252 133,810
NICE LTD SPON ADR 15,441 13,966
NIDEC CORP ADR 17,313 13,132
NIPPON TELEG & TEL CORP SPON ADR 43,373 44,570
NIPPON TELEG & TEL CORP SPON ADR 76,148 83,200
NITORI HLDGS CO LTD ADR 40,289 27,949
NOKIA CORP SPONS ADR FINLAND ADR 22,143 13,605
NOMURA RESEARCH INSTITUTE LTD 32,062 34,581
NOVO NORDISK ADR DENMARK ADR 59,729 144,106
NVIDIA CORP 53,656 217,402
O REILLY AUTOMOTIVE INC 240,158 243,220
ON SEMICONDUCTOR CORP 29,026 40,178
PAYPAL HOLDINGS INC 71,069 90,580
PROLOGIS INC COM 97,830 129,034
PROLOGIS INC COM 39,383 43,722
PRYSMIAN SPA MILANO EUR 19,356 39,975
PT BK MANDIRI PERSERO TBK ADR 25,790 47,284
RECKITT BENC KISER PLC SPON ADR 36,786 31,368
RECRUIT HLDGS CO LTD 34,759 36,940
REGAL REXNORD CORP 56,850 63,501
RELX PLC 25,802 34,623
RIVIAN AUTOMOTIVE INC CL A 82,887 58,439
ROCKWELL AUTOMATION INC NEW 61,876 127,297
ROYAL KPN 30,129 31,635
RTX CORP 131,491 147,245
SAFRAN SA ADR 56,731 106,927
SAIA INC 184,043 276,517
SALESFORCE, INC 160,060 286,823
SALESFORCE.COM INC 73,866 88,152
SAP SE SPON ADR 99,649 118,261
SERVICENOW INC 50,780 64,997
SHERWIN WILLIAMS CO 231,371 285,700
SHIN ETSU CHEM CO LTD ADR 36,877 63,557
SHOPIFY INC CL A 11,095 25,785
SIKA AG UNSPONSORED ADR 53,020 67,185
SLM CORP VTG 34,864 34,454
SMC CORP YEN SHS ORD JPY 45,198 54,275
SOFTBANK GROUP CORP ADR 70,475 55,931
SONY GROUP CORP SPONSORED ADR 76,940 111,640
SPECTRIS PLC GBP 68,915 83,855
SPLUNK INC 31,840 39,306
STARBUCKS CORP 69,028 118,092
STARBUCKS CORP 66,686 76,808
STMICROELECTRONICS 52,288 61,058
STRAMANN HLDG AG ADR 20,248 42,708
SYNOPSYS INC 51,111 422,226
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 53,201 136,760
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 52,007 75,608
TAKE-TWO INTERACTIVE SOFTWRE 63,801 83,372
TDK CORP ADR JAPAN ADR 30,610 38,471
TENCENT HLDGS LTD 50,462 36,845
TERUMO CORP ADR 18,839 17,778
TFI INTL INC CAD 24,643 56,704
TJX COS INC NEW 61,222 117,919
TOKYO ELECTRON LTD ADR 32,642 43,620
TOTALENERGIES SE SPON ADR 104,195 121,284
UNICHARM CORP SPON ADR 21,978 20,100
UNILEVER PLC AMER SHS NEW SPON 101,100 90,803
UNION PACIFIC CORP 122,855 190,110
UNITEDHEALTH GROUP INC 92,184 175,315
UNIVERSAL DISPLAY CORP 76,892 95,630
UNIVERSAL MUSIC GROUP NV EUR 48,940 53,087
UNTD OVERSEAS BK LTD SPONS ADR 62,746 59,294
VERISIGN INC 174,237 192,161
VERISK ANALYTICS INC 142,879 177,234
VERTEX PHARMACEUTICAL INC 52,712 107,826
VISA INC CL A 107,304 159,334
WALT DISNEY CO (HOLDING CO) DISNEY COM 113,383 111,237
WASTE MGMT INC NEW 63,520 68,774
WELLS FARGO & CO NEW 40,101 72,895
WHEATON PRECIOUS METALS CORP 167,981 213,050
ZEBRA TECHNOLOGIES CORP CL A 56,056 53,573
ZOETIS INC 222,902 235,068

TY 2023 InvestmentsOtherSchedule2
Name:
ANDREW DELANEY FOUNDATION
EIN:
76-0265537
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
SPDR GOLD SHARES ETF AT COST 357,021 382,340
TCW EMERGING MARKETS INCOME FUND CLASS I AT COST 533,385 450,040

TY 2023 OtherDecreasesSchedule
Name:
ANDREW DELANEY FOUNDATION
EIN:
76-0265537
Description Amount
INVESTMENT ADJUSTMENT 8,654


TY 2023 OtherExpensesSchedule
Name:
ANDREW DELANEY FOUNDATION
EIN:
76-0265537
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
D&O LIABILITY INSURANCE 2,250 0   2,250
MAILBOX FEE 192 0   192
MEMBERSHIP FEES 3,014 0   3,014
POSTAGE 101 0   101
TECHNOLOGY 929 0   929
OFFICE SUPPLIES 147 0   147
SUBSCRIPTIONS 110 0   110


TY 2023 OtherProfessionalFeesSchedule
Name:
ANDREW DELANEY FOUNDATION
EIN:
76-0265537
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 138,351 138,351   0


TY 2023 TaxesSchedule
Name:
ANDREW DELANEY FOUNDATION
EIN:
76-0265537
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 20,000 0   0
FOREIGN TAXES 25,930 25,930   0