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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$22,097,921J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 20,076 20,076  
4 Dividends and interest from securities... 370,689 370,689  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,887,858
b Gross sales price for all assets on line 6a 13,167,447
7 Capital gain net income (from Part IV, line 2)... 1,858,297
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
348 348  
12 Total. Add lines 1 through 11........ 2,278,971 2,249,410  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 133,525 33,381   100,144
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 9,450 2,362   7,088
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,887 4,944   4,943
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
137,440 137,440   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
41,430 23,430   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 306 77   229
21 Travel, conferences, and meetings....... 2,642 661   1,981
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,487 0   6,487
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 341,167 202,295   120,872
25 Contributions, gifts, grants paid....... 3,417,500 3,417,500
26 Total expenses and disbursements. Add lines 24 and 25 3,758,667 202,295   3,538,372
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,479,696
b Net investment income (if negative, enter -0-) 2,047,115
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 5,798 3,037 3,037
2 Savings and temporary cash investments......... 4,194,455 2,301,527 2,303,643
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) 0 Click to see attachment
List of Attached Documents:
// Content
751,333 		748,680
b Investments—corporate stock (attach schedule)....... 13,612,229 Click to see attachment
List of Attached Documents:
// Content
12,174,126 		16,966,592
c Investments—corporate bonds (attach schedule)....... 48,448 Click to see attachment
List of Attached Documents:
// Content
48,448 		53,420
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).......... 890,406 Click to see attachment
List of Attached Documents:
// Content
1,991,731 		2,022,549
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) 18,751,336 17,270,202 22,097,921
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 15,020,800 13,539,666
29 Total net assets or fund balances (see instructions)..... 18,751,336 17,270,202
30 Total liabilities and net assets/fund balances (see instructions). 18,751,336 17,270,202
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
18,751,336
2
Enter amount from Part I, line 27a .....................
2
-1,479,696
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
17,271,640
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
1,438
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,270,202
Form 990-PF (2024)
Form 990-PF (2024)
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 PUBLICLY TRADED SECURITIES      
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,672,824   5,891,071 -218,247
b 7,494,508   5,418,079 2,076,429
c 115     115
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       -218,247
b       2,076,429
c       115
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 1,858,297
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 28,455
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 28,455
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 28,455
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 30,030
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 30,030
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 1,575
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,575 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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 3,285
5501-A BALCONES DRIVE PMB 152
AUSTIN,TX78731
AMANDA H GRAHAM SECRETARY/TRUSTEE
0.40 		3,000 0 0
5501-A BALCONES DRIVE PMB 152
AUSTIN,TX78731
DAVID J LEE VP/TRUSTEE
0.45 		3,000 0 0
5501-A BALCONES DRIVE PMB 152
AUSTIN,TX78731
DANIEL E SAVITZ TREASURER/TRUSTEE
0.35 		2,000 0 0
5501-A BALCONES DRIVE PMB 152
AUSTIN,TX78731
NATALIE HAUSMAN-WEISS TRUSTEE
0.50 		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 (2024)
Form 990-PF (2024)
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 137,440
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 (2024)
Form 990-PF (2024)
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
20,943,757
b
Average of monthly cash balances.......................
1b
2,533,303
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
23,477,060
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
23,477,060
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
352,156
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
23,124,904
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,156,245
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
1,156,245
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
28,455
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
28,455
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,127,790
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,127,790
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
1,127,790
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
3,538,372
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
3,538,372
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,127,790
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020...... 103,664
c From 2021...... 48,967
d From 2022...... 3,104,346
e From 2023...... 1,636,954
f Total of lines 3a through e ........ 4,893,931
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,538,372
a Applied to 2023, 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 2024 distributable amount..... 1,127,790
e Remaining amount distributed out of corpus 2,410,582
5 Excess distributions carryover applied to 2024. 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 7,304,513
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		7,304,513
10 Analysis of line 9:
a Excess from 2020.... 103,664
b Excess from 2021.... 48,967
c Excess from 2022.... 3,104,346
d Excess from 2023.... 1,636,954
e Excess from 2024.... 2,410,582
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or 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 (2024)
Form 990-PF (2024)
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 FREE VETERINARY SERVICES, TNVR EVENTS, AND CREATE COMMUNITY PARTICIPATION - OPERATIONS 50,000

ARTS FOR RURAL TEXAS

PO BOX 33
FAYETTEVILLE,TX78940 		NONE PC EDUCATIONAL OPPORTUNITIES FOR CHILDREN IN RURAL COMMUNITIES TO BROADEN THEIR ARTS EXPERIENCE - OPERATIONS, ENDOWMENT 100,000

AUSTIN HUMANE SOCIETY

124 WEST ANDERSON LANE
AUSTIN,TX78752 		NONE PC COMPREHENSIVE, HUMANE, LIFE-SAVING ANIMAL SERVICES - VARIOUS MATCHING GRANTS 50,000

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 PARKS FOUNDATION

1023 SPRINGDALE RD 10D
AUSTIN,TX78721 		NONE PC ALL-ABILITIES PLAYGROUND - PERMITTING FEES 150,000

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 20,000

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 15,000

BEST FRIENDS ANIMAL SOCIETY

5001 ANGEL CANYON RD
KANAB,UT84741 		NONE PC ANIMAL SANCTUARY STIVING TO ATTAIN NO-KILL FOR THE USA - OPERATIONS (MEMORIAL GIFT) 1,000

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 - ONE-TO-ONE MENTORING 75,000

BOOKSPRING

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

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 10,000

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 - MALE STUDENT ACHIEVEMENT PROGRAM 50,000

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 15,000

CURE ALZHEIMER'S FUND

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

EMANCIPET

7010 EASY WIND DRIVE 260
AUSTIN,TX78752 		NONE PC LOW-COST SPAY/ NEUTER AND VETERINARY SERVICES - CAPITAL CAMPAIGN, VET TECH TRAINER SALARY, SURGEON TRAINER SALARY 401,000

ETOSHA RESCUE & ADOPTION CENTER

191 JACKSON CIRCLE
SEGUIN,TX78155 		NONE PC ANIMAL RESCUE AND ADOPTION - OPERATIONS 50,000

EVE'S FUND

PO BOX 3592
NEWPORT,RI02840 		NONE PC SCHOLARSHIP PROGRAMS FOR NAVAJO YOUTH - SCHOLARSHIPS, ENDOWMENT 100,000

EXPONENT PHILANTHROPY

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

FAMILY ELDERCARE INC

1700 RUTHERFORD LN
AUSTIN,TX78745 		NONE PC SUPPORT SENIORS AND ADULTS WITH DISABILITIES TO LIVE WITH DIGNITY IN THEIR COMMUNITIES - 80 OVER 80 PROGRAM, CAPITAL CAMPAIGN 130,000

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 STATEWIDE PROGRAM COORDINATOR (HTX) 100,000

GUIDE DOGS OF TEXAS INC

1503 ALLENA DRIVE
SAN ANTONIO,TX78213 		NONE PC PROVIDE GUIDE DOGS FOR VISUALLY IMPAIRED - OPERATIONS, MATCHING GRANTS 75,000

HOSPICE AUSTIN

4107 SPICEWOOD SPRINGS RD
AUSTIN,TX78759 		NONE PC PROVIDES IN-PATIENT HOSPICE CARE AND IN-HOME PALLIATIVE CARE - CAPITAL CAMPAIGN, SLEEP FURNITURE FOR CHRISTOPHER HOUSE 150,000

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 - SURGERY/MEDICAL, EYE CARE FOR KIDS 50,000

HOUSTON FOOD BANK

535 PORTWALL STREET
HOUSTON,TX77029 		NONE PC HELP THE COMMUNITY FIGHT HUNGER - OPERATIONS 10,000

HOUSTON HOSPICE

1905 HOLCOMBE BLVD
HOUSTON,TX77030 		NONE PC IN-PATIENT HOSPICE CARE - OPERATIONS 40,000

HOUSTON MUSEUM OF NATURAL SCIENCE

5555 HERMAN PARK DR
HOUSTON,TX77030 		NONE PC NATURAL HISTORY, NATURAL SCIENCES MUSEUM - CAPITAL CAMPAIGN FOR GEM/MINERAL HALL RENOVATION 150,000

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

LASELL UNIVERSITY

1844 COMMONWEALTH AVENUE
AUBURNDALE,MA02466 		NONE PC MARY MCNAMARA '56 AND ANTOINETTE RUINEN '56 FUND FOR FOREIGN STUDENTS OR STUDIES - MEMORIAL 25,000

LEAGUE OF WOMEN VOTERS HOUSTON

PO BOX 270269
HOUSTON,TX77277 		NONE PC FOSTERS A THRIVING DEMOCRACY BY ENGAGING ALL PEOPLE IN THE POLITICAL PROCESS THROUGH NONPARTISAN INFORMATION SHARING, CIVIC ENGAGEMENT, AND BY PROVIDING OPPORTUNITIES TO PARTICIPATE IN THE DEMOCRATIC PROCESS OPERATIONS 10,000

LITERACY FIRST CO UNIVERSITY OF TEXAS FOUNDATION

9011 MOUNTAINTOP RIDGE SUITE 150
AUSTIN,TX78759 		NONE PC LITERACY PROGRAMS FOR AT-RISK CHILDREN, GRADES K-2 - AMERICORPS STAFF ENRICHMENT 50,000

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, CHAMPIONS FORE CHARITY MATCH 50,000

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 - OPERATIONS 25,000

MOBILE LOAVES AND FISHES

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

NORTH CAROLINA COMMUNITY FOUNDATION - EMERGENCY AND DISASTER RESPONSE FUND

3737 GLENWOOD AVENUE SUITE 460
RALEIGH,NC27612 		NONE PC SUPPORT TO PEOPLE AND ORGANIZATIONS STATEWIDE, PROVIDE DISASTER SERVICES - HURRICANE HELENE RELIEF 5,000

PLANNED PARENTHOOD GULF COAST

4600 GULF FREEWAY
HOUSTON,TX77023 		NONE PC LOW-COST HEALTH SERVICES - OPERATIONS 100,000

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 FACILITIES - OPERATIONS 55,000

ROSENBERG LIBRARY

2310 SEALY STREET
GALVESTON,TX77550 		NONE PC PUBLIC LIBRARY - OPERATIONS 10,000

SALVATION ARMY GREATER HOUSTON

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

SALVATION ARMY OF AUSTIN

4700 MANOR ROAD
AUSTIN,TX78723 		NONE PC VARIOUS SOCIAL SERVICE PROGRAMS - RATHGEBER HOUSE SUPPORT, OPERATIONS 10,000

SHADOW CATS RESCUE

PO BOX 720
ROUND ROCK,TX78680 		NONE PC LONG-TERM CARE FOR SPECIAL NEEDS CATS, TNVR AND SPAY/NEUTER PROGRAMS - OPERATIONS 25,000

TEXAS HUMANE HEROES

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

THE CENTER FOR PURSUIT

4400 HARRISBURG BLVD
HOUSTON,TX77011 		NONE PC SERVICES FOR ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES - OPERATIONS 75,000

THE WOODS PROJECT

2700 SOUTHWEST FREEWAY SUITE A
HOUSTON,TX77098 		NONE PC 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, OPERATIONS 70,000

TRIPLE ME MAC EQUINE SANCTUARY

3022 VIEW RIDGE
SPRING BRANCH,TX78070 		NONE PC EQUINE RESCUE AND ADOPTION - MATCHING GRANTS FOR FUNDRAISERS 20,000

UNITED WAY OF GREATER HOUSTON

PO BOX 3247
HOUSTON,TX772533247 		NONE PC HURRICANE BERYL RELIEF 15,000

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

WILDLIFE RESCUE OF CENTRAL TEXAS

117 SANTA GERTRUDIS LANE
BASTROP,TX78602 		NONE PC WILD ANIMAL RESCUE AND REHABILITATION 50,000
Total .................................right arrow 3a 3,417,500
bApproved for future payment

ARTS FOR RURAL TEXAS
PO BOX 33
FAYETTEVILLE,TX78940 		NONE PC EDUCATIONAL OPPORTUNITIES FOR CHILDREN IN RURAL COMMUNITIES TO BROADEN THEIR ARTS EXPERIENCE - OPERATIONS, ENDOWMENT 400,000

AUSTIN PUBLIC LIBRARY FOUNDATION
PO BOX 13201
AUSTIN,TX78711 		NONE PC PUBLIC LIBRARY - WILLIE MAE KIRK BRANCH RENOVATIONS 125,000

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 - ONE-TO-ONE MENTORING 300,000

BOOKSPRING
PO BOX 153024
AUSTIN,TX787153024 		NONE PC BOOKSPRING ACROSS TEXAS PROGRAM 600,000

ETOSHA RESCUE & ADOPTION CENTER
191 JACKSON CIRCLE
SEGUIN,TX78155 		NONE PC ANIMAL RESCUE AND ADOPTION - OPERATIONS 200,000

EVE'S FUND
PO BOX 3592
NEWPORT,RI02840 		NONE PC SCHOLARSHIP PROGRAMS FOR NAVAJO YOUTH - SCHOLARSHIPS, ENDOWMENT 400,000

HOUSTON HOSPICE
1905 HOLCOMBE BLVD
HOUSTON,TX77030 		NONE PC IN-PATIENT HOSPICE CARE - OPERATIONS 50,000

HOUSTON MUSEUM OF NATURAL SCIENCE
5555 HERMANN PARK DR
HOUSTON,TX77030 		NONE PC NATURAL HISTORY, NATURAL SCIENCES MUSEUM - CAPITAL CAMPAIGN FOR GEM/MINERAL HALL RENOVATION 150,000

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

PLANNED PARENTHOOD GULF COAST
4600 GULF FREEWAY
HOUSTON,TX77023 		NONE PC LOW-COST HEALTH SERVICES - OPERATIONS AND PROGRAM EXPANSION 100,000

TEXAS HUMANE HEROES
10930 E CRYSTAL FALLS PKWY
LEANDER,TX78641 		NONE PC ANIMAL RESCUE AND ADOPTION SERVICES - OPERATIONS 75,000
Total ................................. right arrow 3b 2,450,000
Form 990-PF (2024)
Form 990-PF (2024)
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 20,076  
4 Dividends and interest from securities ....     14 370,689  
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 1,887,858  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSECURITIES LITIGATION SETTLEMENT AND OTHER MISC INCOME 		    01 348  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,278,971 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,278,971
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
ANDREW DELANEY FOUNDATION
EIN:
76-0265537
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 9,887 4,944   4,943

TY 2024 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 53,420

TY 2024 InvestmentsCorpStockSchedule
Name:
ANDREW DELANEY FOUNDATION
EIN:
76-0265537
Name of Stock End of Year Book Value End of Year Fair Market Value
ANIMAL BALANCE 44,775 83,680
ADIDAS AG SPON ADR 22,186 27,763
ADVANCED DRAIN SYS INC 50,529 44,390
ADVANCED MICRO DEVICES INC 37,237 43,242
AECOM 66,731 73,918
AGNC INVT CORP REIT 86,977 79,933
AIA GROUP LTD SPON ADR 63,976 45,535
AIR LIQUIDE ADR FRANCE ADR 27,720 32,894
AIRBUS SE UNSPONSORED ADR 37,818 50,191
ALCON INC CHF 35,958 47,793
ALIBABA GROUP HLDG LTD SPON ADR 177,694 86,910
ALPHABET INC CL A 176,704 291,333
AMADEUS IT GROUP UNSPONSORED ADR 64,252 72,092
AMAZON.COM INC 171,577 359,800
AMAZON.COM INC 163,948 374,938
AMAZON.COM INC 130,575 219,390
AMERIPRISE FINANCIAL INC 25,923 105,421
ANHEUSER BUSCH INBEV 55,792 40,006
APOLLO GLOBAL MGMT INC 72,367 105,702
ASHTEAD GROUP PLC ORD UNSPONSORED ADR 35,995 27,384
ASHTEAD GROUP PLC ORD UNSPONSORED ADR 26,169 46,211
ASML HLDG NV SPON ADR 68,351 75,546
ASML HLDG NV SPON ADR 22,361 23,192
ASTRAZENECA PLC SPON ADR 50,598 73,644
ASTRAZENECA PLC SPON ADR 61,835 66,961
AUTODESK INC 69,875 72,119
AXA ADR 76,205 93,789
B&M EUROPEAN VALUE RETAIL SA 16,231 8,621
BANK IRELAND GROUP PLC EUR 102,748 91,308
BAE SYSTEMS PLC 41,956 37,497
BECKTON DICKINSON & CO 109,628 106,402
BEIGENE LTD SPON ADR 15,110 15,700
BERKSHIRE HATHAWAY INC NEW CL B 50,657 60,286
BHP GROUP LTD SPON ADR 14,018 11,915
BIO RAD LABORATORIES INC CL A 43,199 50,591
BP PLC SPON ADR 34,187 27,166
BRITISH AMER TOBACCO PLC GB 25,718 22,954
BROADCOM INC 86,236 178,285
CADENCE DESIGN SYSTEM 81,180 106,964
CANADIAN PAC RAILWAY LTD CAD 65,288 63,396
CAPGEMINI S E UNSPONSORED ADR 60,273 52,228
CARLSBERG AS SPON ADR 28,803 23,017
CDN NATL RAILWAY CO CAD 52,781 42,330
CF INDUSTRIES HOLDINGS INC 62,159 64,587
CHIPOLTE MEXICAN GRILL INC 83,970 90,450
CHUGAI PHARMACEUTICAL LTD 23,963 21,992
COCA-COLA CONSOLIDATED 45,212 54,180
COMFORT SYSTEMS USA INC 126,056 167,504
CORTEVA INC 173,498 174,753
COSTCO WHOLESALE CORP 29,719 85,213
DAIICHI SANKYO CO LTD 55,163 49,395
DAIKIN INDS LTD ADR 32,485 24,621
DANAHER CORP 156,997 148,289
DANONE SPON ADR 22,881 25,145
DANONE SPON ADR 88,714 87,417
DBS GROUP HLDGS LTD SPON ADR 33,718 58,258
DEUTSCHE BANK AG 28,944 31,014
DNB BK ASA SPON ADR 27,125 29,432
DOORDASH INC 118,309 176,138
DSV A/S ADR 24,379 43,223
EATON CORP PLC 159,515 161,289
ECOLAB INC 49,598 96,071
ECOLAB INC 20,307 35,148
ENGIE SPON ADR 34,333 38,960
EPAM SYSTEMS INC 78,916 191,732
EPIROC AKTIEBOLAG ADR 59,438 53,156
EQUINOR ASA SPON ADR 57,732 64,153
ESSILORLUXOTTICA ADR 37,263 72,885
EVOLUTION AB 18,019 15,063
EXPAND ENERGY CORP 140,193 142,655
FERRARI NV 23,390 23,366
FIRST HORIZON CORP 84,077 85,092
FUJITSU LTD ADR NEW JAPAN ADR 22,995 26,270
GE VERNOVA LLC 53,237 89,140
GENMAB A/S SPON ADR 28,724 21,517
GENMAB A/S SPON ADR 32,676 30,032
GIVAUDAN SA ADR 32,322 46,064
HALEON PLC SPON ADR 69,503 72,370
HEALTH CARE SVCS GROUP INC 140,333 40,478
HERMES INTL SCA ADR 13,781 39,440
HITACHI LTC ADR NEW JAPAN 35,026 54,406
HONG KONG EXCHANGES 23,009 28,110
HOYA CORP SPON ADR 17,655 17,856
HSBC HOLDINGS PLC NEW GB SPON ADR 22,567 33,732
IBERDROLA SA SPON ADR 21,980 25,475
IMPERIAL BRANDS PLC SPON ADR 23,794 32,082
INDUSTRIA DE DISENO TEXTIL IND 25,075 57,653
INGERSOLL RAND INC 32,368 68,207
INTEL CORP 64,398 40,301
INTERCONTINENTAL EXCHANGE GROUP 60,822 146,775
INTERCONTINENTAL EXCHANGE GROUP 186,095 234,691
INTUIT 158,463 164,667
INTUITIVE SURGICAL INC NEW 94,122 642,011
ITOCHU CORP ADR JAPAN ADR 57,107 64,951
JPMORGAN CHASE & CO 127,843 208,548
KEYENCE CORP ORD JPY 37,054 44,172
KEYENCE CORP ORD JPY 58,884 62,814
KNORR BREMSE AG EUR 86,788 57,510
KONINKLIJKE PHILIPS NV SPON 54,973 79,404
KOSMOS ENERGY LTD 74,642 74,840
LATTICE SEMICONDUCTOR CORP 79,909 68,660
LILLY ELI & CO 35,304 145,136
LINDE PLC EUR 16,009 25,958
LONDON STK EXCHANGE UNSPONSORED ADR 51,960 92,580
LONDON STOCK EXCHANGE GROUP PLC 109,041 147,269
LOREAL CO ADR FRANCE ADR 54,001 49,146
LVMH MOET HENNESSY LOUIS NEW ADR 36,961 32,280
MARRIOTT INTL INC NEW CL A 31,047 57,183
MARSH & MCLENNAN COS INC 40,195 91,549
MARUBENI CORP ADR JAPAN ADR 30,079 24,202
MASCO CORP 31,646 42,236
MERCADOLIBRE INC 30,318 47,612
META PLATFORMS INC 197,051 194,389
MICHELIN COMPAGNIE GENERALE DE EUR 34,205 28,088
MICRON TECHNOLOGY INC 34,664 62,194
MICROSOFT CORP 59,122 381,036
MICROSOFT CORP 125,046 287,885
MONGODB INC 90,457 83,113
MONOLITHIC POWER SYSTEMS INC 182,692 215,379
MONTROSE ENVIRONMENTAL GROUP 56,268 30,830
MSA SAFETY INC COM 27,610 41,774
MTU AERO ENGINES HLDGS AG ADR 19,698 32,639
MUNICH RE GROUP 37,008 35,431
NATIONAL GRID PLC 29,182 25,788
NATWEST GROUP PLC 35,299 43,629
NESTLE S A SPONSORED ADR 69,795 51,716
NETEASE INC SPON ADR 15,492 12,311
NITORI HLDGS CO LTD ADR 24,941 15,641
NOMURA RESEARCH INSTITUTE LTD 36,715 38,282
NOVO NORDISK ADR DENMARK ADR 51,046 94,966
NVIDIA CORP 36,541 403,810
O REILLY AUTOMOTIVE INC 140,471 179,056
ON SEMICONDUCTOR CORP 126,840 105,861
PAYPAL HOLDINGS INC 71,069 125,891
PROGRESSIVE CORP OHIO 48,407 51,277
PRYSMIAN SPA MILANO EUR 11,287 28,024
PT BK MANDIRI PERSERO TBK ADR 20,640 32,862
RECRUIT HLDGS CO LTD 29,734 49,244
REGAL REXNORD CORP 45,640 52,589
RELX PLC 47,626 60,999
RIVIAN AUTOMOTIVE INC CL A 93,709 48,838
ROCKWELL AUTOMATION INC NEW 61,876 117,174
ROLLS ROYCE HOLDINGS PLC SPON 44,690 57,175
ROYAL KPN N.V. SPON ADR 25,546 26,438
RTX CORP 76,044 115,720
SAFRAN SA ADR 45,132 104,531
SAIA INC 127,046 204,623
SALESFORCE.COM INC 30,710 48,478
SAP SE SPON ADR 101,387 149,449
SCHLUMBERGER LTD NETHERLANDS 61,013 57,510
SCHLUMBERGER LTD NETHERLANDS 69,848 53,523
SERVICENOW INC 159,782 224,745
SERVICENOW INC 93,420 152,657
SHERWIN WILLIAMS CO 63,143 101,299
SHIN ETSU CHEM CO LTD ADR 26,523 33,271
SHOPIFY INC CL A 7,676 24,350
SIKA AG UNSPONSORED ADR 42,997 38,428
SMC CORP YEN SHS ORD JPY 38,038 32,725
SONY GROUP CORP SPONSORED ADR 57,626 88,830
SPECTRIS PLC GBP 68,010 54,361
SPOTIFY TECHNOLOGY SA 12,546 12,079
STARBUCKS CORP 69,028 112,238
STARBUCKS CORP 43,646 47,176
STRAUMANN HLDG AG 11,315 18,451
SUZUKI MOTOR CORP LTD 28,182 28,189
SYNOPSYS INC 51,111 397,995
T-MOBILE US INC 91,990 102,860
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 53,201 259,699
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 275,097 279,646
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 39,722 92,820
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 74,237 128,171
TAKE-TWO INTERACTIVE SOFTWRE 78,230 107,135
TDK CORP ADR JAPAN ADR 24,633 41,628
TENCENT HLDGS LTD 35,803 35,843
TERUMO CORP ADR 14,985 16,907
TFI INTL INC CAD 17,411 33,232
TJX COS INC NEW 45,436 101,480
TOKYO ELECTRON LTD ADR 26,950 29,743
TOPBUILD CORP 123,981 99,006
TOTALENERGIES SE SPON ADR 85,359 77,881
UNICHARM CORP SPON ADR 17,301 8,826
UNICREDIT SPA 44,764 49,011
UNILEVER PLC AMER SHS NEW SPON 69,655 74,787
UNITEDHEALTH GROUP INC 90,296 137,088
UNIVERSAL DISPLAY CORP 48,267 48,977
UNIVERSAL MUSIC GROUP NV EUR 58,901 56,544
VISA INC CL A 89,235 143,166
WALT DISNEY CO (HOLDING CO) DISNEY COM 211,755 250,092
WALT DISNEY CO (HOLDING CO) DISNEY COM 97,299 114,802
WSTN DIGITAL CORP 60,010 55,933
ZSCALER INC 99,284 96,700
ZOETIS INC 234,814 208,713

TY 2024 InvestmentsGovtObligationsSch
Name:
ANDREW DELANEY FOUNDATION
EIN:
76-0265537
US Government Securities - End of Year Book Value:

751,333
US Government Securities - End of Year Fair Market Value:

748,680
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
ANDREW DELANEY FOUNDATION
EIN:
76-0265537
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PIMCO MORTGAGE OPPORTUNITIES AND BOND FUND AT COST 1,071,545 1,055,296
SPDR GOLD SHARES ETF AT COST 355,778 484,260
TCW EMERGING MARKETS INCOME FUND CLASS I AT COST 564,408 482,993

TY 2024 OtherDecreasesSchedule
Name:
ANDREW DELANEY FOUNDATION
EIN:
76-0265537
Description Amount
INVESTMENT ADJUSTMENT 1,438


TY 2024 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
MEMBERSHIP FEES 3,029 0   3,029
POSTAGE 273 0   273
TECHNOLOGY 203 0   203
OFFICE SUPPLIES 87 0   87
SUBSCRIPTIONS 239 0   239
DATA AND FILE STORAGE 406 0   406


TY 2024 OtherIncomeSchedule2
Name:
ANDREW DELANEY FOUNDATION
EIN:
76-0265537
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SECURITIES LITIGATION SETTLEMENT AND OTHER MISC INCOME 348 348 348


TY 2024 OtherProfessionalFeesSchedule
Name:
ANDREW DELANEY FOUNDATION
EIN:
76-0265537
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 137,440 137,440   0


TY 2024 TaxesSchedule
Name:
ANDREW DELANEY FOUNDATION
EIN:
76-0265537
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 18,000 0   0
FOREIGN TAXES 23,430 23,430   0