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
The Andrea-Mennen Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address) Foundation Source 501 Silverside Rd
  Room/suite
City or town
Wilmington
State or province
DE
Country  
ZIP or foreign postal code
198091377
A Employer identification number

75-2861029
B Telephone number (see instructions)

8008391754
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)$10,257,232J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check .................
3 Interest on savings and temporary cash investments 5,572 5,572  
4 Dividends and interest from securities... 114,143 114,143  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 789,481
b Gross sales price for all assets on line 6a 3,764,364
7 Capital gain net income (from Part IV, line 2)... 801,902
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
69 69  
12 Total. Add lines 1 through 11........ 909,265 921,686  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
50,409 50,409    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
25,597 617    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 7,053     7,053
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
44,420 239   44,181
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 127,479 51,265   51,234
25 Contributions, gifts, grants paid....... 381,272 381,272
26 Total expenses and disbursements. Add lines 24 and 25 ................ 508,751 51,265   432,506
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 400,514
b Net investment income (if negative, enter -0-) 870,421
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments......... 280,665 197,748 197,748
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) 354,454 Click to see attachment
List of Attached Documents:
// Content
369,438 		356,750
b Investments—corporate stock (attach schedule)....... 5,146,234 Click to see attachment
List of Attached Documents:
// Content
5,677,439 		9,583,511
c Investments—corporate bonds (attach schedule)....... 78,341 Click to see attachment
List of Attached Documents:
// Content
15,583 		14,823
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 196,050 Click to see attachment
List of Attached Documents:
// Content
196,050 		104,400
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) 6,055,744 6,456,258 10,257,232
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 6,055,744 6,456,258
29 Total net assets or fund balances (see instructions)..... 6,055,744 6,456,258
30 Total liabilities and net assets/fund balances (see instructions). 6,055,744 6,456,258
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
6,055,744
2
Enter amount from Part I, line 27a .....................
2
400,514
3
Other increases not included in line 2 (itemize)
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,456,258
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
6,456,258
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
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 3,764,364   2,962,462 801,902
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       801,902
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 801,902
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 12,099
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  
3 Add lines 1 and 2........................... 3 12,099
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 12,099
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 9,300
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,300
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 2,799
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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 address  
14
The books are in care ofFoundation Source Telephone no. (800) 839-1754

Located at501 Silverside Road Suite 123WilmingtonDE ZIP+4198091377
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
Adam G Andrea Board Member
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Christina M Andrea Sec, VP
2.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Christopher R Andrea Dir - SW Operations
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Rudolph Andrea Pres, Treas
15.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Allison Andrea McDonald Board Member
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Joshua W Longworth Board Member
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
Total number of other employees paid over $50,000...................  
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
GMR WEALTH MANAGEMENT Investment Mgmt 50,409
370 17TH STREET SUITE 4100
DENVER,CO80202
Total number of others receiving over $50,000 for professional services.............right arrow  
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.........................  
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
9,471,421
b
Average of monthly cash balances.......................
1b
376,867
c
Fair market value of all other assets (see instructions)................
1c
104,400
d
Total (add lines 1a, 1b, and 1c).......................
1d
9,952,688
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
9,952,688
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
149,290
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,803,398
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
490,170
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
490,170
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
12,099
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
12,099
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
478,071
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
478,071
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
478,071
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
432,506
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
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
432,506
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 7 478,071
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 431,585
b Total for prior years:2023, 2022, 2021  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2025 from Part
XI, line 4: $ 432,506
a Applied to 2024, but not more than line 2a 431,585
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 921
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		477,150
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) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 .... 0
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).)
Christina M Andrea
Rudolph Andrea
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 e-mail address of the person to whom applications should be addressed:
GRANT APPLICATIONS TO THE FDN
55 WALLS DRIVE STE 302
FAIRFIELD,CT06824
(800) 839-1754
bThe form in which applications should be submitted and information and materials they should include:
WWW.TAMFF.ORG/GRANTS-AWARDED/GRANT-REQUIREMENTS
cAny submission deadlines:
WWW.TAMFF.ORG/GRANTS-AWARDED/GRANT-REQUIREMENTS
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
WWW.TAMFF.ORG/GRANTS-AWARDED/GRANT-REQUIREMENTS
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

ART CENTRE OF PLANO INC

PO BOX 860353
PLANO,TX75086 		N/A   For the Love of Art 2,500

BACKSTAGE THEATRE INC

PO BOX 297
BRECKENRIDGE,CO80424 		N/A   Theatre Youth Programs 10,000

BOYS & GIRLS CLUB OF COLLIN COUNTY

1301 CENTRAL EXPWY S STE 117
ALLEN,TX75013 		N/A   2025 Chrysalis Ball 10,000

CHAMBERLAIN BALLET

1404 GABLES CT STE 101
PLANO,TX75075 		N/A   Shining Stars Project 10,250

COLLIN COUNTY COMMUNITY COLLEGE DISTRICT FOUNDATIO

3452 SPUR 399 STE 429
MCKINNEY,TX75069 		N/A   Andrea-Mennen Family Foundation Automotive and Health Science Endowment Fund 250,000

DALLAS ZOOLOGICAL SOCIETY

650 S R L THORNTON FWY
DALLAS,TX75203 		N/A   Caring for Creatures, Creating Connections 10,000

DOCTORS CARE

609 W LITTLETON BLVD STE 100
LITTLETON,CO80120 		N/A   Capital Funds for Policy Document Management 10,000

HEALTH SERVICES OF NORTH TEXAS INC

4401 N INTERSTATE 35 UNIT 312
DENTON,TX76207 		N/A   Expanding Pediatric Care to Additional Collin County Children in Need 6,952

HUGS CAFE INC

224 E VIRGINIA ST
MCKINNEY,TX75069 		N/A   Hugs Cafe Holiday Pies Program 2,500

HUGS CAFE INC

224 E VIRGINIA ST
MCKINNEY,TX75069 		N/A   General & Unrestricted 1,020

KALEIDOSCOPE PARK FOUNDATION

2401 INTERNET BLVD STE 101
FRISCO,TX75034 		N/A   Tree & Bench Naming in Kaleidoscope Park 8,000

NORTH TEXAS FOOD BANK

3677 MAPLESHADE LN
PLANO,TX75075 		N/A   Nourish the Future Child Program 5,000

PLANO SYMPHONY ORCHESTRA NON-PROFIT CORP

1635 DORCHESTER DR
PLANO,TX75075 		N/A   The Plano Symphony's 42nd Anniversary Gala 6,500

PLANO SYMPHONY ORCHESTRA NON-PROFIT CORP

1635 DORCHESTER DR
PLANO,TX75075 		N/A   Plano Symphony Orchestra's 2025 Summer Music Camp Programs 8,550

PLANO SYMPHONY ORCHESTRA NON-PROFIT CORP

1635 DORCHESTER DR
PLANO,TX75075 		N/A   Plano Symphony Orchestra: School Concert Education Program 25,000

SUCCESS BEYOND EYESIGHT INC

206 MADELINES PARK CIR
JEFFERSON CTY,MO65109 		N/A   RIDING THROUGH ADVERSITY TO VICTORY 5,000

WOMENS AUXILIARY TO THE CHILDRENS MEDICAL CENTER

2777 N STEMMONS FWY STE 1700
DALLAS,TX75207 		N/A   General & Unrestricted 10,000
Total ................................. 3a 381,272
bApproved for future payment
Total ................................. 3b  
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 5,572  
4 Dividends and interest from securities ....     14 114,143  
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 ............ 		    18 789,481  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCLASS ACTION LAWSUIT PROCEEDS 		    01 69  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   909,265  
13Total. Add line 12, columns (b), (d), and (e)..................
13
909,265
(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


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Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2025 DepreciationSchedule
Name:
The Andrea-Mennen Family Foundation
EIN:
75-2861029
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

TY 2025 InvestmentsCorpBondsSchedule
Name:
The Andrea-Mennen Family Foundation
EIN:
75-2861029
Name of Bond End of Year Book Value End of Year Fair Market Value
GENERAL ELECTRIC CAPITAL CORP 15,583 14,823

TY 2025 InvestmentsCorpStockSchedule
Name:
The Andrea-Mennen Family Foundation
EIN:
75-2861029
Name of Stock End of Year Book Value End of Year Fair Market Value
AAR CORP 14,274 14,240
ACUSHNET HOLDINGS CORP 17,891 20,594
ADOBE SYSTEMS, INC 66,199 243,243
AEROVIRONMENT, INC. 10,193 18,142
AGIOS PHARMACEUTICALS INC 8,507 6,152
AIR PRODS & CHEM INC 9,329 9,140
AKAMAI TECH COM STK 21,321 20,940
ALAMOS GOLD INC 8,300 12,886
ALCON INC 9,331 9,772
ALLIANT CORP 22,849 26,719
ALLIANZ FIXED INCOME SHARES SE 211,212 168,533
ALLIANZ FIXED INCOMESHARES SER 190,121 167,506
ALNYLAM PHARMACEUTICALS, INC 68,673 59,648
ALPHABET INC CL A 139,483 978,437
AMAZON COM 44,077 114,487
AMER INTERNATIONAL GROUP INC 24,617 31,910
AMERIS BANCORP 17,375 17,453
AMPHENOL CORPORATION 57,431 74,327
ANALOG DEVICES INC 4,028 11,119
AON PLC CL A 14,287 18,350
APPLE INC 55,428 159,038
APPLIED IDNS TECH 17,431 24,650
APPLIED OPTOELECTRONICS INC 11,442 13,038
ARCH CAPITAL GROUP LTD 8,768 9,112
ARISTA NETWORKS 46,309 104,824
ARROWHEAD PHARMACEUTICALS INC 5,079 18,656
ASTRAZENECA PLC SP ADR 25,628 35,117
AT&T, INC 33,670 40,315
AUTODESK, INC 7,526 9,768
AVERY DENNISON CORP 6,480 10,003
AXSOME THERAPEUTICS 10,468 19,177
BADGER METER, INC 13,697 12,034
BAKER HUGHES COMPANY 20,436 25,821
BELLRING BRANDS, INC 18,000 8,901
BERKLEY W R CP 7,461 13,323
BIOHAVEN LTD 4,919 1,953
BLUEPRINT MEDICINES CORP CONTI   1
BOEING CO 31,252 40,601
BOOT BARN HOLDINGS, INC 11,500 20,647
BOSTON SCIENTIFIC 47,542 82,478
BRIDGEBIO PHARMA INC 9,872 18,970
BRIGHTSPRING HEALTH SERVICES I 17,626 21,197
BROADCOM INC 75,781 107,291
BROADRIDGE FINANCIAL 1,120 6,472
BWX TECHNOLOGIES INC 1,351 6,568
CADRE HOLDINGS INC 19,960 25,484
CAI INTL INC 6,998 6,313
CAMDEN PPTY TR 19,694 20,585
CAPITAL ONE FINANCIAL CORP 33,216 61,075
CARRIER GLOBAL 26,403 24,465
CASELLA WASTE SYSTEMS INC 17,804 25,269
CASEY'S GENERAL STORES, INC 2,427 11,607
CBOE HOLDINGS INC 5,449 14,056
CELESTICA INC. SV 5,240 18,623
CHENIERE ENERGY INC 49,267 49,181
CHEVRON CORP 21,619 27,434
CITIGROUP INC 39,366 69,781
CLEARWATER ANALYTICS HOLDINGS, 18,927 16,595
CNH GLOBAL NV 8,615 6,371
COMMVAULT SYSTEMS, INC 23,461 18,303
CONSTRUCTION PARTNERS INC 18,058 39,512
CONTANGO ORE INC 8,691 8,055
CORCEPT THERAPEUTICS INC 7,105 5,881
CORPAY INC 9,129 8,426
CORTEVA INC 6,619 7,306
COSTCO WHOLESALE CORPORATION 136,400 746,785
CREDO TECHNOLOGY GROUP HOLDLIN 7,881 25,469
CRH PLC 6,890 11,856
CROWN CASTLE INTL 10,410 9,065
CYTOKINETICS INC 7,502 8,896
DELL TECHNOLOGIES INC CLASS C 59,129 65,458
DIAMONDBACK ENERGY INC 10,663 12,177
DIGITALOCEAN HOLDINGS INC 14,280 14,436
DU PONT DE NEMOURS 28,614 34,612
DUKE ENERGY CO 18,869 19,340
DYNATRACE 43,695 34,672
EATON CORP PLC 38,076 71,665
ECOLAB INC 61,565 65,630
EVERSOURCE ENERGYINC 34,537 37,637
EVERUS CONTRUCTION GROUP 20,465 27,294
EXPEDITORS INTL WASH INC 4,943 11,772
FEDERAL SIGNAL CORP 18,895 26,170
FERGUSON PLC 9,492 11,354
FIRSTCASH HOLDINGS INC 18,534 18,169
FISERV, INC 36,276 18,270
FLOWSERVE CP 44,083 72,225
FLUOR CORP 2,886 5,033
FORD MOTOR COMPANY 19,766 23,262
FREEPORT-MCMORAN COPPER & GOLD 24,209 31,845
GALLAGHER ARTHUR J & CO 8,113 8,281
GE HEALTHCARE TECHNOLOGIES INC 8,807 8,858
GE VERNOVA 64,090 75,161
GEN DIGITAL ORD SHS 29,259 33,036
GEN DYNAMICS CP 32,640 49,489
GENERAL MOTORS 32,909 59,608
GILEAD SCIENCES INC 27,907 36,086
GLACIER BANCORP INC 18,685 17,047
GLAUKOS CORP 11,334 10,275
GLOBUS MEDICAL INC 10,701 15,279
GOLDMAN SACHS GROUP 68,141 114,270
GRAND CANYON EDUCATION, INC 18,743 20,124
GUARDANT HEALTH INC 5,254 12,461
HALEON PLC 33,311 37,619
HALLIBURTON COMPANY 4,913 4,409
HALOZYME THERAPEUTICS, INC 17,101 22,747
HIMS & HERS HEALTH, INC 7,165 7,371
HOWMET AEROSPACE ORD SHS 44,955 98,410
HUBBELL INCORPORATED 14,754 32,420
HURON CONSULTING GROUP INC 21,538 20,576
IDACORP INC HLDG CO 6,995 7,214
IDEXX LABORATORIES INC 57,192 54,122
INSMED INC COM DE 3,956 8,528
INTEL CORP 19,695 25,756
INTERDIGITAL COMMUNICATIONS CO 12,645 18,148
INTUITIVE SURGICAL 53,817 84,954
IONQ ORD SHS 9,334 10,006
IRADIMED CORP 16,987 32,783
JFROG 14,531 13,679
JP MORGAN CHASE 33,408 61,544
KENVUE INC 40,860 37,122
KEURIG DR PEPPER INC 10,424 9,355
KKR & CO INC 21,737 31,360
LAMAR ADVERTISING CO CL A REIT 7,895 9,367
LEMAITRE VASCULAR, INC 14,056 13,544
M&T BANK CORP 7,477 11,686
MARKEL CORP 4,792 10,748
MARTIN MARIETTA MATLS INC 32,218 49,813
MATADOR RESOURCES COMPANY 15,647 13,326
MCKESSON CORP 5,328 15,586
META PLATFORMS INC 132,323 642,927
MICROSOFT CORP 61,421 155,242
MID-AMERICA APT COMMUNITIES IN 7,798 8,335
MIRUM PHARMACEUTICALS INC 6,582 12,164
MOODYS CORP 44,076 63,856
MORGAN STANLEY 21,369 38,169
MUELLER WATER PRODUCTS INC 17,852 17,484
NETFLIX INC 50,086 65,632
NVENT ELECTRIC PLC 20,635 42,521
NVIDIA CORP 62,528 195,825
O'REILLY AUTOMOTIVE INC 34,087 68,408
OLLIES BARGAIN OUTLET HOLDINGS 17,182 24,772
ONESPAWORLD HOLDINGS ORD SHS 20,889 20,076
ORACLE CORP 9,526 12,279
OSI SYSTEMS, INC 21,451 20,405
OTIS WORLDWIDE CORP 9,182 9,172
PALANTIR TECHNOLOGIES INC 36,645 35,550
PALO ALTO NETWORKS INC 56,104 58,944
PALOMAR HOLDINGS 35,472 49,457
PARKER HANNIFIN CP 51,990 87,896
PERMIAN RESOURCES CORP CLASS A 38,559 39,031
PHILIP MORRIS INTL 18,211 23,258
PINNACLE WEST CAPITAL CORP 26,460 30,158
PNC FINANCIAL GROUP INC 6,238 9,602
PRICESMART, INC 24,164 26,006
PULTE GROUP INC 9,291 13,368
Q2 HOLDINGS INC 12,161 16,669
QNITY ELECTRONICS INC 25,263 27,189
QUEST DIAGNOSTICS 25,128 31,235
RADNET INC 14,150 16,981
RBC BEARINGS INCORPORATED 20,262 33,632
REGAL REXNORD CORP 31,396 29,888
REGENERON PHARMACEUTICALS INC 30,039 39,365
REMITLY GLOBAL INC 11,869 8,004
RENAISSANCERE HOLDINGS LTD 16,036 21,368
REXFORD INDUSTRIAL REALTY INC 9,017 9,486
SAIA, INC 9,389 15,020
SANOFI-AVENTIS SPONSORED ADR 36,256 35,327
SEAGATE TECHNOLOGY HOLDINGS PL 9,289 29,467
SEMTECH CORPORATION 17,084 23,433
SENSIENT TECHNOLOGIES 22,799 27,809
SERVICE NOW 71,814 88,850
SHELL ADR EACH REPRESENTING 2 49,897 59,666
SHOPIFY INC 55,955 80,485
SIMON PPTY GROUP INC 30,481 36,652
SITIME ORD SHS 12,253 29,315
SMURFIT 36,767 31,748
SOLVENTUM CORPORATION 7,198 10,222
STATE STREET CORPORATION 18,791 26,705
SYNNEX CORP 6,844 9,615
SYNOPSYS, INC 46,812 69,049
TARGET CORPORATION 36,054 37,927
TAT TECHNOLOGIES LTD NEW 11,359 11,924
TE CONNECTIVITY LTD 5,656 10,465
TECK RESOURCES LIMITED 5,147 4,933
THE DESCARTES SYSTEMS GROUP 13,308 15,165
THE ENSIGN GROUP, INC 21,440 29,962
THE HERSHEY COMPANY 6,781 10,009
THERMO FISHER SCIENTIFIC INC 85,267 81,123
TJX COMPANIES INC 54,440 79,877
TKO GROUP HOLDINGS, INC 60,099 71,060
TOLL BROTHERS INC 9,557 10,818
TRANE TECHNOLOGIES PLC 1,851 5,060
TRAVERE THERAPEUTICS 13,119 23,117
TRIPADVISOR LLC 33,037 27,504
TTM TECHNOLOGIES INC 18,122 23,322
UBER 55,820 57,197
UFP TECHNOLOGIES INC 16,289 13,988
ULTRAGENYX PHARMACEUTICAL INC 6,300 3,358
UNION PACIFIC 28,211 29,146
UROGEN PHARMA LTD 11,798 17,846
VIASAT, INC. 16,127 33,357
VIAVI SOLUTIONS INC 26,456 40,344
VIKING THERAPEUTICS INC 4,590 3,694
VISA INC 34,984 105,213
VITA COCO CO INC 20,356 35,305
WAL-MART STORES INC 20,194 33,869
WALT DISNEY HOLDINGS CO 41,537 46,077
WATSCO INC 3,193 4,717
WAYSTAR HLDG CORP REG 16,079 13,362
WELLS FARGO & CO 41,323 61,978
WELLTOWER INC. 70,332 74,244
WILLIAMS COS 51,760 54,099
WINGSTOP INC 10,710 14,071
XCEL ENERGY INC 7,234 9,602
YUM BRANDS INC 8,132 8,926

TY 2025 InvestmentsGovtObligationsSch
Name:
The Andrea-Mennen Family Foundation
EIN:
75-2861029
US Government Securities - End of Year Book Value:

369,438
US Government Securities - End of Year Fair Market Value:

356,750
State & Local Government Securities - End of Year Book Value:


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


 


TY 2025 InvestmentsOtherSchedule2
Name:
The Andrea-Mennen Family Foundation
EIN:
75-2861029
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
CIM REAL ESTATE FINANCE TRUST   196,050 104,400

TY 2025 OtherExpensesSchedule
Name:
The Andrea-Mennen Family Foundation
EIN:
75-2861029
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 38,687     38,687
Bank Charges 239 239    
Computers/Electronic Devices 1,944     1,944
MARKETING 3,084     3,084
DIGITAL SUBSCRIPTIONS 108     108
Postage/Delivery Service 102     102
Website Hosting/Support 256     256


TY 2025 OtherIncomeSchedule2
Name:
The Andrea-Mennen Family Foundation
EIN:
75-2861029
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
Class Action Lawsuit Proceeds 69 69  


TY 2025 OtherProfessionalFeesSchedule
Name:
The Andrea-Mennen Family Foundation
EIN:
75-2861029
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 50,409 50,409    


TY 2025 TaxesSchedule
Name:
The Andrea-Mennen Family Foundation
EIN:
75-2861029
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2025 9,300      
990-PF Excise Tax for 2024 15,680      
Foreign Tax Paid 617 617