Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
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
AUSTIN
State or province
TX
Country  
ZIP or foreign postal code
78731
A Employer identification number

76-0265537
B Telephone number (see instructions)

5126374168
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$21,656,952J 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 .................
3 Interest on savings and temporary cash investments 49,416 49,416  
4 Dividends and interest from securities... 396,505 396,505  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,223,633
b Gross sales price for all assets on line 6a 12,407,350
7 Capital gain net income (from Part IV, line 2)... 2,223,633
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
39 39  
12 Total. Add lines 1 through 11........ 2,669,593 2,669,593  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 136,525 34,131   102,394
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
18,331 9,166   9,165
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
120,588 120,588   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
55,201 20,201   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 306 77   229
21 Travel, conferences, and meetings....... 1,609 402   1,207
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,513 0   6,513
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 348,523 186,927   126,596
25 Contributions, gifts, grants paid....... 3,438,000 3,438,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 3,786,523 186,927   3,564,596
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,116,930
b Net investment income (if negative, enter -0-) 2,482,666
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
Page 2
Part II Balance Sheets 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............. 3,037 2,199 2,199
2 Savings and temporary cash investments......... 2,301,527 2,747,118 2,748,932
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 751,333 Click to see attachment
List of Attached Documents:
// Content
805,337 		805,592
b Investments—corporate stock (attach schedule)....... 12,174,126 Click to see attachment
List of Attached Documents:
// Content
9,958,588 		15,382,303
c Investments—corporate bonds (attach schedule)....... 48,448 Click to see attachment
List of Attached Documents:
// Content
48,448 		55,095
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,991,731 Click to see attachment
List of Attached Documents:
// Content
2,595,807 		2,662,831
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,270,202 16,157,497 21,656,952
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 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 13,539,666 12,426,961
29 Total net assets or fund balances (see instructions)..... 17,270,202 16,157,497
30 Total liabilities and net assets/fund balances (see instructions). 17,270,202 16,157,497
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
17,270,202
2
Enter amount from Part I, line 27a .....................
2
-1,116,930
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
4,225
4
Add lines 1, 2, and 3 ..........................
4
16,157,497
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
16,157,497
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b PUBLICLY TRADED SECURITIES      
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 5,657,211   5,456,191 201,020
b 6,750,139   4,727,526 2,022,613
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       201,020
b       2,022,613
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 2,223,633
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 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 34,509
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 34,509
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 34,509
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 36,575
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 36,575
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....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 2,066
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax2,066 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
TX
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofJANET L DELANEY Telephone no. (512) 637-4168

Located at5501-A BALCONES DRIVE PMB 152AUSTINTX ZIP+478731
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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 2,534
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
NATALIE HAUSMAN-WEISS TRUSTEE
0.50 		3,000 0 0
5501-A BALCONES DRIVE PMB 152
AUSTIN,TX78731
DANIEL E SAVITZ TREASURER/TRUSTEE
0.35 		3,000 0 0
5501-A BALCONES DRIVE PMB 152
AUSTIN,TX78731
DAVID J LEE VP/TRUSTEE
0.45 		4,000 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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
UBS FINANCIAL SERVICES INC INVESTMENT MANAGEMENT 120,588
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
19,083,002
b
Average of monthly cash balances.......................
1b
2,575,625
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
21,658,627
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
21,658,627
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
324,879
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
21,333,748
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
1,066,687
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,066,687
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
34,509
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
34,509
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,032,178
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,032,178
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
1,032,178
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, line 26, column (d) ..........
1a
3,564,596
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
3,564,596
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 1,032,178
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 103,664
b From 2021...... 48,967
c From 2022...... 3,104,346
d From 2023...... 1,636,954
e From 2024...... 2,410,582
f Total of lines 3a through e ........ 7,304,513
4Qualifying distributions for 2025 from Part
XI, line 4: $ 3,564,596
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 1,032,178
e Remaining amount distributed out of corpus 2,532,418
5 Excess distributions carryover applied to 2025. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 9,836,931
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		103,664
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		9,733,267
10 Analysis of line 9:
a Excess from 2021 .... 48,967
b Excess from 2022 .... 3,104,346
c Excess from 2023 .... 1,636,954
d Excess from 2024 .... 2,410,582
e Excess from 2025 .... 2,532,418
Form 990-PF (2025)
Form 990-PF (2025)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2025, enter the date of the ruling ......
 
b Check box to indicate whether the organization is a private operating foundation described in section 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) 2025 (b) 2024 (c) 2023 (d) 2022
         
b 85% (0.85) of line 2a .......          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or 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 (2025)
Form 990-PF (2025)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ANIMAL BALANCE

P O BOX 66406
PORTLAND,OR97290 		NONE   FREE VETERINARY SERVICES, TNVR EVENTS, AND CREATE COMMUNITY PARTICIPATION - SEED MONEY FOR NEW CLINICS 55,000

ARTS FOR RURAL TEXAS

P O BOX 33
FAYETTEVILLE,TX78940 		NONE   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   COMPREHENSIVE, HUMANE, LIFE-SAVING ANIMAL SERVICES - VARIOUS MATCHING GRANTS 50,000

AUSTIN PUBLIC LIBRARY FOUNDATION

P O BOX 13201
AUSTIN,TX78711 		NONE   PUBLIC LIBRARY SUPPORT - WILLIE MAE KIRK BRANCH RENOVATION 125,000

AUSTIN WILDLIFE RESCUE

P O BOX 302695
AUSTIN,TX78703 		NONE   WILD ANIMAL RESCUE AND REHABILITATION - MATCHING GRANTS FOR FUNDRAISERS, OPERATIONS, FLOOD RELIEF 25,000

BARBARA BUSH LITERACY HOUSTON FOUNDATION

7887 SAN FELIPE STE 250
HOUSTON,TX77063 		NONE   BOOK DISTRIBUTION PROGRAMS - LITERACY LEGACY SOCIETY MATCHING GRANT 100,000

BE SPAY NEUTER

421 NORTH CASCADES AVENUE 1
PFLUGERVILLE,TX78660 		NONE   HELP ORGANIZATIONS CREATE EFFICIENT, ACCESSIBLE, AND SUSTAINABLE HIGH-QUALITY HIGH-VOLUME SPAY AND NEUTER PROGRAMS - OPERATIONS 10,000

BEST FRIENDS ANIMAL SOCIETY

5001 ANGEL CANYON RD
KANAB,UT84741 		NONE   ANIMAL SANCTUARY STRIVING TO ATTAIN NO-KILL FOR THE USA - OPERATIONS (MEMORIAL GIFT) 5,000

BIG BROTHERS BIG SISTERS LONE STAR

1003 WASHINGTON AVENUE
HOUSTON,TX77002 		NONE   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

P O BOX 153024
AUSTIN,TX787153024 		NONE   BOOK DISTRIBUTION PROGRAMS - CORE PROGRAM SUPPORT, MISCELLANEOUS MATCHING GRANTS 150,000

CANDID

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

CENTRAL TEXAS FOOD BANK

6500 METROPOLIS DRIVE
AUSTIN,TX78744 		NONE   HELP THE COMMUNITY FIGHT HUNGER - OPERATIONS 5,000

CHARITY NAVIGATOR

P O BOX 4009
HARLAN,IA51593 		NONE   PROVIDES INFORMATION ABOUT CHARITIES - OPERATIONS 1,000

COMMUNITIES IN SCHOOLS OF CENTRAL TEXAS

2521 E ST ELMO ROAD
AUSTIN,TX78744 		NONE   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   SURROUND STUDENTS WITH A COMMUNITY OF SUPPORT, EMPOWERING THEM TO STAY IN SCHOOL, AND ACHIEVE IN LIFE - XY-ZONE PROGRAM 50,000

COMMUNITY FOUNDATION OF THE TEXAS HILL COUNTRY

241 EARL GARRETT STREET
KERRVILLE,TX78028 		NONE   FLOOD RELIEF 2,500

COMPUDOPT

1602 AIRLINE DRIVE
HOUSTON,TX77009 		NONE   PROVIDES TECHNOLOGY ACCESS AND EDUCATION TO UNDERSERVED YOUTH - OPERATIONS 40,000

CURE ALZHEIMERS FUND

34 WASHINGTON STREET STE 310
WELLESLEY HILLS,MA02481 		NONE   ALZHEIMERS DISEASE RESEARCH - OPERATIONS, MEMORIAL GIFT 15,000

EMANCIPET

7010 EASY WIND DRIVE 260
AUSTIN,TX78752 		NONE   LOW-COST SPAY/ NEUTER AND VETERINARY SERVICES - CAPITAL CAMPAIGN, TNVR KILLEEN CLINIC 160,000

ETOSHA RESCUE & ADOPTION CENTER

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

EVES FUND

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

EXPONENT PHILANTHROPY

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

FAMILY ELDERCARE INC

1700 RUTHERFORD LN
AUSTIN,TX78745 		NONE   SUPPORT SENIORS AND ADULTS WITH DISABILITIES TO LIVE WITH DIGNITY IN THEIR COMMUNITIES - 80 OVER 80 PROGRAM, CAPITAL CAMPAIGN, SUMMER FAN DRIVE 145,000

GIRLS EMPOWERMENT NETWORK

P O BOX 3122
AUSTIN,TX78746 		NONE   FOSTER HEALTHY SELF-ESTEEM IN GIRLS THROUGH ENGAGEMENT, SKILL BUILDING, AND EMPOWERMENT - SALARY FOR PART-TIME PROGRAM STAFF POSITIONS, OPERATIONS 100,000

GOVACT

C/O GLOBAL IMPACT 2300 N ST NW
WASHINGTON,DC20037 		NONE   NONPARTISAN NONPROFIT INITIATIVE THAT SUPPORTS GOVERNORS IN CHAMPIONING FUNDAMENTAL FREEDOMS -OPERATIONS 10,000

GUIDE DOGS OF TEXAS INC

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

HOSPICE AUSTIN

4107 SPICEWOOD SPRINGS RD AUSTIN
AUSTIN,TX78759 		NONE   PROVIDES IN-PATIENT HOSPICE CARE AND IN-HOME PALLIATIVE CARE - CAPITAL CAMPAIGN 125,000

HOUSTON ARTS ALLIANCE

5820 CAROLINE ST SUITE 100
HOUSTON,TX77004 		NONE   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   PROVIDE EYE CARE SERVICES FOR INDIVIDUALS IN FINANCIAL HARDSHIP - OPERATIONS 50,000

HOUSTON FOOD BANK

535 PORTWALL STREET
HOUSTON,TX77029 		NONE   HELP THE COMMUNITY FIGHT HUNGER -OPERATIONS 5,000

HOUSTON HOSPICE

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

HOUSTON MUSEUM OF NATURAL SCIENCE

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

HOUSTON PUBLIC LIBRARY FOUNDATION

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

IM HOUSTON

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

KERRVILLE PETS ALIVE

317 SIDNEY BAKER STREET STE 400 PMB
345
KERRVILLE,TX78028 		NONE   ANIMAL ADOPTION AND VETERINARY SERVICES - FLOOD RELIEF 2,500

LITERACY FIRST

C/O UNIVERSITY OF TEXAS FOUNDATION
9011 MOUNTAINTOP RIDGE SUITE 150
AUSTIN,TX78759 		NONE   LITERACY PROGRAMS FOR AT-RISK CHILDREN, GRADES K-2 - STRATEGIC PLAN INITIATIVES 100,000

LOW VISION RESOURCE CENTER

1250 N E LOOP 410 SUITE 800
SAN ANTONIO,TX78209 		NONE   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   CREATES LIFE-CHANGING WISHES FOR CRITICALLY ILL CHILDREN - OPERATIONS 5,000

MEALS ON WHEELS CENTRAL TEXAS

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

MOBILE LOAVES AND FISHES

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

PLANNED PARENTHOOD GULF COAST

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

PURSUIT CENTER

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

RONALD MCDONALD HOUSE CHARITIES GREATER HOUSTON

1907 HOLCOMBE BLVD
HOUSTON,TX77030 		NONE   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   PUBLIC LIBRARY - TECHNOLOGY INNOVATION 10,000

SALVATION ARMY GREATER HOUSTON

1500 AUSTIN STREET
HOUSTON,TX77002 		NONE   VARIOUS SOCIAL SERVICE PROGRAMS - OPERATIONS 10,000

SALVATION ARMY OF AUSTIN

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

SHADOW CATS RESCUE

P O BOX 720
ROUND ROCK,TX78680 		NONE   LONG-TERM CARE FOR SPECIAL NEEDS CATS, TNVR AND SPAY/NEUTER PROGRAMS - OPERATIONS, MATCHING GRANTS 40,000

TEXAS HUMANE HEROES

10930 E CRYSTAL FALLS PKWY
LEANDER,TX78641 		NONE   ANIMAL RESCUE AND ADOPTION SERVICES - OPERATIONS 75,000

THE WOODS PROJECT

2700 SOUTHWEST FREEWAY SUITE A
HOUSTON,TX77098 		NONE   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

P O BOX 1555
DRIPPING SPRINGS,TX78620 		NONE   ANIMAL RESCUE AND ADOPTION SERVICES - SUSTAINABILITY, OPERATIONS, MATCHING GRANTS 145,000

TRIPLE ME MAC EQUINE SANCTUARY

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

UNIVERSITY OF HOUSTON COLLEGE OF NURSING

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

UNIVERSITY OF TEXAS AUSTIN

P O BOX 7458
AUSTIN,TX787137458 		NONE   ANDREW DELANEY ENDOWED EXCELLENCE FUND FOR ACTUARIAL SCIENCES - OPERATIONS 50,000

WILDLIFE RESCUE OF CENTRAL TEXAS

117 SANTA GERTRUDIS LANE
BASTROP,TX78602 		NONE   WILD ANIMAL RESCUE AND REHABILITATION -OPERATIONS, START-UP COSTS 135,000
Total ................................. 3a 3,438,000
bApproved for future payment

AUSTIN PUBLIC LIBRARY FOUNDATION
P O BOX 13201
AUSTIN,TX78711 		NONE   PUBLIC LIBRARY SUPPORT - OPERATIONS 100,000

EMANCIPET
7010 EASY WIND DRIVE 260
AUSTIN,TX78752 		NONE   LOW-COST SPAY/ NEUTER AND VETERINARY SERVICES - OPERATIONS, STRATEGIC GROWTH, SUSTAINABILITY 1,250,000

HOUSTON HOSPICE
1905 HOLCOMBE BLVD
HOUSTON,TX77030 		NONE   IN-PATIENT HOSPICE CARE - OPERATIONS 100,000

LITERACY FIRST CO UNIVERSITY OF TEXAS FOUNDATION
9011 MOUNTAINTOP RIDGE SUITE 150
AUSTIN,TX78759 		NONE   LITERACY PROGRAMS FOR AT-RISK CHILDREN, GRADES K-2 - STRATEGIC PLAN INITIATIVES 400,000

LOW VISION RESOURCE CENTER
1250 N E LOOP 410 SUITE 800
SAN ANTONIO,TX78209 		NONE   OFFER HELP AND PROMOTE INDEPENDENCE FOR PEOPLE WITH VISION LOSS, OWL RADIO - OPERATIONS, CHAMPIONS FORE CHARITY MATCH 50,000

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

TEXAS HUMANE HEROES
10930 E CRYSTAL FALLS PKWY
LEANDER,TX78641 		NONE   ANIMAL RESCUE AND ADOPTION SERVICES - OPERATIONS 75,000

THUNDERING PAWS
P O BOX 1555
DRIPPING SPRINGS,TX78620 		NONE   ANIMAL RESCUE AND ADOPTION SERVICES - SUSTAINABILITY, OPERATIONS 500,000
Total ................................. 3b 2,525,000
Form 990-PF (2025)
Form 990-PF (2025)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
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 49,416  
4 Dividends and interest from securities ....     14 396,505  
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 2,223,633  
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 39  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,669,593 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,669,593
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
ANDREW DELANEY FOUNDATION
EIN:
76-0265537
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 18,331 9,166   9,165

TY 2025 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 55,095

TY 2025 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 29,857 74,191
ADVANCED DRAIN SYS INC 47,021 53,007
ADVANCED MICRO DEVICES INC 24,956 43,259
AECOM 63,099 58,341
AIA GROUP LTD SPON ADR 42,147 42,014
AIR LIQUIDE ADR FRANCE ADR 17,828 24,638
AIRBUS SE UNSPONSORED ADR 26,601 47,030
ALCON INC CHF 58,554 55,561
ALIBABA GROUP HLDG LTD SPON ADR 177,693 150,245
ALPHABET INC CL A 149,614 416,916
ALPHABET INC CL A 107,954 200,320
AMADEUS IT GROUP UNSPONSORED ADR 44,470 48,196
AMAZON.COM INC 112,931 161,805
AMAZON.COM INC 145,124 354,540
AMAZON.COM INC 171,576 378,545
AMRIZE LTD 113,456 122,708
ANHEUSER BUSCH INBEV 17,071 16,907
APOLLO GLOBAL MGMT INC 28,063 33,729
APPLE INC 223,318 221,022
APPLE INC 38,359 37,245
ASML HLDG NV EUR 52,670 75,750
ASML HLDG NV SPON ADR 63,783 94,148
ASTRAZENECA PLC SPON ADR 35,969 53,227
ASTRAZENECA PLC SPON ADR 32,950 66,465
ATLASSIAN CORP CL A 45,743 44,589
AUTODESK INC 40,008 40,849
BAE SYSTEMS PLC 27,792 39,288
BANCO BILBAO VIZCAYA 21,942 33,636
BANCO BILBAO VIZCAYA 43,335 91,468
BANCO SANTANDER S.A SPON ADR 20,883 30,428
BANK IRELAND GROUP PLC EUR 61,215 115,348
BARRICK MINING CORP 17,370 21,993
BEONE MEDICINES LTD SPON ADR 9,777 16,710
BERKSHIRE HATHAWAY INC NEW CL B 160,548 169,393
BIO RAD LABORATORIES INC CL A 42,783 48,175
BOEING COMPANY 112,975 112,685
BRITISH AMER TOBACCO PLC GB 16,565 22,988
BROADCOM INC 232,016 203,507
BROADCOM INC 46,724 101,061
CADENCE DESIGN SYSTEM 40,905 46,887
CAPITAL ONE FINCL CORP 54,862 73,193
CAPITAL ONE FINCL CORP 132,158 161,412
CDN NATL RAILWAY CO CAD 34,872 26,591
CHIPOLTE MEXICAN GRILL INC 83,970 55,500
CHUGAI PHARMACEUTICAL LTD 22,118 24,878
CMS ENERGY CORP 27,233 26,713
COMPUTERSHARE LTD SPON ADR 12,103 11,192
DAIICHI SANKYO CO LTD 34,695 24,681
DAIKIN INDS LTD ADR 19,600 17,366
DANONE SPON ADR 14,718 21,792
DANONE SPON ADR 46,036 55,455
DBS GROUP HLDGS LTD SPON ADR 16,276 37,581
DEUTSCHE BANK AG 21,105 47,082
DEUTSCHE BOERSE ADR 23,397 23,083
DSV A/S ADR 32,576 46,872
DYNATRACE INC 50,436 40,046
EATON CORP PLC 162,975 160,529
ECOLAB INC 49,598 107,633
ENGIE SPON ADR 23,943 41,533
EPAM SYSTEMS INC 78,916 168,002
EPIROC AKTIEBOLAG ADR 36,637 44,421
EQUINOR ASA SPON ADR 46,740 43,692
ESSILORLUXOTTICA ADR 25,626 61,625
EVOLUTION AB 17,948 14,265
EXPAND ENERGY CORP 42,681 45,689
EXPAND ENERGY CORP 109,187 123,493
EXXON MOBIL CORP 135,453 146,333
FANUC CORP ADR 39,899 48,967
FERRARI NV 14,885 12,935
FIRST HORIZON CORP 79,636 93,927
FUJITSU LTD ADR NEW JAPAN ADR 14,941 26,251
GE VERNOVA LLC 11,394 37,907
HALEON PLC SPON ADR 41,506 43,422
HALMA PLC UNSPONSORD ADR 28,580 35,073
HDFC BANK LTD ADR 37,444 38,404
HEALTH CARE SVCS GROUP INC 140,333 66,633
HEIDELBERGCEMENT AG ADR SPON ADR 14,378 15,835
HITACHI LTC ADR NEW JAPAN 24,498 44,366
HONG KONG EXCHANGES 34,298 43,416
HOYA CORP SPON ADR 11,280 13,952
IBERDROLA SA SPON ADR 38,944 52,272
IMPERIAL BRANDS PLC SPON ADR 26,491 38,481
INDUSTRIA DE DISENO TEXTIL IND 16,182 48,131
INGERSOLL RAND INC 35,011 33,589
INTEL CORP 14,235 18,266
INTERCONTINENTAL EXCHANGE GROUP 60,822 159,531
INTERCONTINENTAL EXCHANGE GROUP 106,362 147,708
INTESA SANPAOLO SPON ADR 26,212 28,461
INTL FLAVORS&FRGRNCS 57,956 60,921
INTUITIVE SURGICAL INC NEW 94,122 696,623
ITOCHU CORP ADR JAPAN ADR 22,420 31,486
JPMORGAN CHASE & CO 106,427 234,898
KEYENCE CORP ORD JPY 53,270 48,601
KEYENCE CORP ORD JPY 23,456 24,841
KINGSPAN GROUP PLC ADR 15,584 15,776
KNORR BREMSE AG EUR 47,118 46,052
KOMATSU LTD SPON ADR NEW 16,633 14,129
KONINKLIJKE PHILIPS NV SPON 34,098 48,094
LILLY ELI & CO 24,091 113,916
LILLY ELI & CO 222,283 339,599
LONDON STK EXCHANGE UNSPONSORED ADR 34,636 50,960
LOREAL CO ADR FRANCE ADR 36,137 38,371
LVMH MOET HENNESSY LOUIS NEW ADR 55,027 55,800
MAGNUM ICE CREAM CO EUR 2,442 2,726
MARRIOTT INTL INC NEW CL A 31,047 63,599
MARSH & MCLENNAN COS INC 24,706 45,267
MARUBENI CORP ADR JAPAN ADR 17,740 24,542
MERCADOLIBRE INC 30,510 42,299
META PLATFORMS INC 222,282 245,553
MICRON TECHNOLOGY INC 14,709 54,228
MICROSOFT CORP 43,556 322,091
MICROSOFT CORP 94,595 187,161
MONGODB INC 20,047 35,254
MONOLITHIC POWER SYSTEMS INC 121,018 224,777
MONTROSE ENVIRONMENTAL GROUP 20,868 23,663
MTU AERO ENGINES HLDGS AG ADR 12,699 26,471
MUNICH RE GROUP 23,800 29,994
NATWEST GROUP PLC 22,702 48,283
NESTLE S A SPONSORED ADR 46,334 40,203
NINTENDO LTD ADR NEW JAPAN ADR 30,136 26,959
NOVO NORDISK ADR DENMARK ADR 56,608 51,999
NUCOR CORP 113,065 111,078
NVIDIA CORP 138,366 151,998
NVIDIA CORP 62,095 401,348
O REILLY AUTOMOTIVE INC 127,130 162,445
OWENS CORNING NEW 36,523 28,985
PAYPAL HOLDINGS INC 71,069 86,111
PING AN INSURANCE (GROUP) CO OF CHINA LTD REPSTG 20 H SHS SPON ADR 50,284 58,143
PROGRESSIVE CORP OHIO 46,352 46,455
PRYSMIAN SPA MILANO EUR 17,368 36,686
QUALCOMM INC 45,799 49,091
RECRUIT HLDGS CO LTD 18,974 27,304
REGAL REXNORD CORP 34,047 33,536
RELX PLC 33,468 34,923
RHEINMETALL AG ADR 8,212 19,372
RIO TINTO PLC SPON ADR 12,464 12,725
RIVIAN AUTOMOTIVE INC CL A 36,213 40,957
ROCKWELL AUTOMATION INC NEW 61,876 159,519
ROLLS ROYCE HOLDINGS PLC SPON 29,325 81,445
ROYAL KPN N.V. SPON ADR 17,155 22,297
RTX CORP 76,044 183,400
RWE AG ADR 44,905 51,871
RYANAIR HOLDINGS PLC SPON ADR 29,893 37,900
SAFRAN SA ADR 24,345 88,182
SAP SE SPON ADR 54,100 62,914
SERVICENOW INC 100,812 102,637
SERVICENOW INC 40,163 42,127
SHIN ETSU CHEM CO LTD ADR 18,110 20,166
SHIN ETSU CHEM CO LTD ADR 42,539 46,004
SHOPIFY INC CL A 3,654 17,546
SLB LTD 39,577 30,359
SLB LTD 61,013 57,570
SMC CORP YEN SHS ORD JPY 23,718 18,319
SONY GROUP CORP SPONSORED ADR 36,889 60,826
SONY GROUP CORP SPONSORED ADR 45,555 43,546
STANDARD CHARTERED PLC ADR 19,542 35,067
STARBUCKS CORP 69,028 103,578
SUZUKI MOTOR CORP LTD 18,188 23,889
SYNOPSYS INC 51,111 385,170
SYNOPSYS INC 113,186 115,551
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 252,084 398,400
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 53,201 399,615
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 41,980 111,528
TAIWAN SEMICONDUCTOR MFG CO LTD ADR 25,589 66,248
TDK CORP ADR JAPAN ADR 15,837 29,215
TENCENT HLDGS LTD 17,005 22,046
TERUMO CORP ADR 9,592 8,048
TJX COS INC NEW 29,869 72,965
T-MOBILE US INC 52,896 53,603
TOKYO ELECTRON LTD ADR 17,513 28,219
TOPBUILD CORP 87,634 108,052
TOTALENERGIES SE SPON ADR 34,988 35,131
TOURMALINE OIL CORP CAD 41,744 41,912
UNICREDIT SPA 31,240 65,440
UNILEVER PLC SPON ADR 44,477 50,162
UNITEDHEALTH GROUP INC 73,189 62,061
UNIVERSAL MUSIC GROUP NV EUR 34,351 33,314
UNTD RENTALS INC 183,090 216,088
VERTEX PHARMACEUTICAL INC 37,925 43,523
VISA INC CL A 55,513 90,132
VOLVO AB-A SHS UNSPONSORED ADR SEK 13,099 14,820
WALT DISNEY CO (HOLDING CO) DISNEY COM 63,114 75,316
WALT DISNEY CO (HOLDING CO) DISNEY COM 129,279 153,476
WOLTERS KLUWER NV SPONSORED ADR NETHERLANDS ADR 29,104 22,783
XYLEM INC 94,226 107,037

TY 2025 InvestmentsGovtObligationsSch
Name:
ANDREW DELANEY FOUNDATION
EIN:
76-0265537
US Government Securities - End of Year Book Value:

805,337
US Government Securities - End of Year Fair Market Value:

805,592
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 InvestmentsOtherSchedule2
Name:
ANDREW DELANEY FOUNDATION
EIN:
76-0265537
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALPS/CORE COMMODITY MANGM COMPLETE COMMODITIESM STRATEGY FUND CLASS I AT COST 325,377 319,389
NUVEEN PREFERRED SECURITIES AND INCOME FUND CLASS I AT COST 550,000 551,355
PIMCO MORTGAGE OPPORTUNITIES AND BOND FUND AT COST 1,033,215 1,040,464
SPDR GOLD SHARES ETF AT COST 90,073 198,155
TCW EMERGING MARKETS INCOME FUND CLASS I AT COST 597,142 553,468

TY 2025 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 3,049 0   3,049
POSTAGE 263 0   263
TECHNOLOGY 490 0   490
OFFICE SUPPLIES 29 0   29
DATA AND FILE STORAGE 406 0   406
BANK FEES 26 0   26


TY 2025 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 39 39 39


TY 2025 OtherIncreasesSchedule
Name:
ANDREW DELANEY FOUNDATION
EIN:
76-0265537
Description Amount
INVESTMENT ADJUSTMENT 4,225


TY 2025 OtherProfessionalFeesSchedule
Name:
ANDREW DELANEY FOUNDATION
EIN:
76-0265537
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 120,588 120,588   0


TY 2025 TaxesSchedule
Name:
ANDREW DELANEY FOUNDATION
EIN:
76-0265537
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES 35,000 0   0
FOREIGN TAXES 20,201 20,201   0