Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 05-01-2023 , and ending 04-30-2024
Name of foundation
TOWNSEND AID FOR THE AGED
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 653067
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX752653067
A Employer identification number

05-6009549
B Telephone number (see instructions)

(888) 866-3275
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$3,224,551J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 95,498 95,498  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 34,024
b Gross sales price for all assets on line 6a 2,812,442
7 Capital gain net income (from Part IV, line 2)... 34,024
8 Net short-term capital gain......... 0
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
1,986    
12 Total. Add lines 1 through 11........ 131,508 129,522  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 29,529 17,717   11,812
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,250 750 0 500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
7,839 1,817   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,050     4,050
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 42,668 20,284 0 16,362
25 Contributions, gifts, grants paid....... 204,450 204,450
26 Total expenses and disbursements. Add lines 24 and 25 247,118 20,284 0 220,812
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -115,610
b Net investment income (if negative, enter -0-) 109,238
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 103,897 77,795 77,795
2 Savings and temporary cash investments......... 26,632 50,302 50,302
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,127,846 Click to see attachment
List of Attached Documents:
// Content
3,014,668 		3,096,454
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,258,375 3,142,765 3,224,551
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,258,375 3,142,765
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,258,375 3,142,765
30 Total liabilities and net assets/fund balances (see instructions). 3,258,375 3,142,765
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
3,258,375
2
Enter amount from Part I, line 27a .....................
2
-115,610
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,142,765
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,142,765
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 288. ISHARES CORE TOT U S BD MKT ETF   2019-10-18 2023-05-02
b 230. ISHARES INTL SELECT DIVIDEND ETF   2022-03-21 2023-05-02
c 113. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-12-06 2023-05-02
d 334.84 ARIEL FUND CL INSTL   2021-01-25 2023-06-20
e 58. ISHARES CORE TOT U S BD MKT ETF   2019-10-18 2023-06-20
38. ISHARES CORE TOT U S BD MKT ETF   2020-06-18 2023-06-20
21. ISHARES CORE TOT U S BD MKT ETF   2020-09-10 2023-06-20
138. ISHARES CORE TOT U S BD MKT ETF   2020-12-08 2023-06-20
48. ISHARES CORE S&P MID CAP ETF   2022-03-21 2023-06-20
20. ISHARES S&P SMALLCAP 600 INDEX FUND   2022-03-21 2023-06-20
18. ISHARES S&P SMALLCAP 600 GROWTH ETF   2022-03-21 2023-06-20
5423. ISHARES INTL SELECT DIVIDEND ETF   2022-03-21 2023-06-20
416. ISHARES IBOXX$ HIGH YIEL CORPORATE BOND   2022-03-21 2023-06-20
904. ISHARES EDGE MSCI MIN VOL USA ETF   2022-12-06 2023-06-20
70.765 ALLSPRING SPECIAL SMALL CAP VALUE FUND CL R6   2020-04-16 2023-06-20
188. WISDOMTREE EMERGING MKTS HIGH YIELDING EQUITY FUND   2022-03-22 2023-06-20
941.554 ARIEL FUND CL INSTL   2021-01-25 2023-09-07
19.334 ARIEL FUND CL INSTL   2021-11-18 2023-09-07
76.521 ARIEL FUND CL INSTL   2021-11-18 2023-09-07
6.838 ARIEL FUND CL INSTL   2021-12-21 2023-09-07
301.571 ARIEL FUND CL INSTL   2022-03-21 2023-09-07
25.885 ARIEL FUND CL INSTL   2022-08-22 2023-09-07
.299 ARIEL FUND CL INSTL   2022-11-22 2023-09-07
182.204 ARIEL FUND CL INSTL   2022-11-22 2023-09-07
19.435 ARIEL FUND CL INSTL   2022-12-20 2023-09-07
505.338 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2019-02-27 2023-09-07
46.188 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2019-03-20 2023-09-07
205.599 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2019-06-07 2023-09-07
47.273 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2019-06-17 2023-09-07
46.413 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2019-09-20 2023-09-07
99.444 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2019-12-13 2023-09-07
46.88 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2019-12-13 2023-09-07
67.302 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2020-03-20 2023-09-07
1957.203 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2020-04-01 2023-09-07
705.219 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2020-04-16 2023-09-07
64.272 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2020-06-17 2023-09-07
763.035 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2020-09-10 2023-09-07
61.339 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2020-09-22 2023-09-07
60.181 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2020-12-11 2023-09-07
43.476 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2021-03-18 2023-09-07
37.933 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2021-06-18 2023-09-07
22.245 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2021-09-21 2023-09-07
21.579 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2021-12-14 2023-09-07
72.359 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2021-12-14 2023-09-07
23.986 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2022-03-18 2023-09-07
2133.349 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2022-03-21 2023-09-07
34.812 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2022-06-21 2023-09-07
39.164 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2022-09-21 2023-09-07
38.181 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2022-12-13 2023-09-07
132.096 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2022-12-13 2023-09-07
41.293 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2023-03-20 2023-09-07
1203.39 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2023-03-28 2023-09-07
115.58 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2023-06-20 2023-09-07
43.673 COLUMBIA DIVIDEND INCOME FUND CL INSTL3   2023-06-21 2023-09-07
38.535 EATON VANCE FLOATING RATE FUND CL R6   2021-02-03 2023-09-07
.692 EATON VANCE FLOATING RATE FUND CL R6   2021-11-30 2023-09-07
20.527 EATON VANCE FLOATING RATE FUND CL R6   2021-12-31 2023-09-07
17.451 EATON VANCE FLOATING RATE FUND CL R6   2022-01-31 2023-09-07
15.854 EATON VANCE FLOATING RATE FUND CL R6   2022-02-28 2023-09-07
3561.874 EATON VANCE FLOATING RATE FUND CL R6   2022-03-21 2023-09-07
22.04 EATON VANCE FLOATING RATE FUND CL R6   2022-03-31 2023-09-07
30.316 EATON VANCE FLOATING RATE FUND CL R6   2022-04-30 2023-09-07
33.617 EATON VANCE FLOATING RATE FUND CL R6   2022-05-31 2023-09-07
36.398 EATON VANCE FLOATING RATE FUND CL R6   2022-06-30 2023-09-07
18.297 EATON VANCE FLOATING RATE FUND CL R6   2022-09-30 2023-09-07
21.12 EATON VANCE FLOATING RATE FUND CL R6   2022-10-31 2023-09-07
23.537 EATON VANCE FLOATING RATE FUND CL R6   2022-11-30 2023-09-07
24.187 EATON VANCE FLOATING RATE FUND CL R6   2022-12-31 2023-09-07
25.206 EATON VANCE FLOATING RATE FUND CL R6   2023-01-31 2023-09-07
23.809 EATON VANCE FLOATING RATE FUND CL R6   2023-02-28 2023-09-07
26.568 EATON VANCE FLOATING RATE FUND CL R6   2023-03-31 2023-09-07
16.599 EATON VANCE FLOATING RATE FUND CL R6   2023-04-30 2023-09-07
27.777 EATON VANCE FLOATING RATE FUND CL R6   2023-05-31 2023-09-07
27.948 EATON VANCE FLOATING RATE FUND CL R6   2023-06-30 2023-09-07
29.397 EATON VANCE FLOATING RATE FUND CL R6   2023-07-31 2023-09-07
31.03 EATON VANCE FLOATING RATE FUND CL R6   2021-01-03 2023-09-07
3.987 EATON VANCE FLOATING RATE FUND CL R6   2021-01-03 2023-09-07
6.942 EATON VANCE FLOATING RATE FUND CL R6   2021-01-03 2023-09-07
1760. INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETF   2023-06-20 2023-09-07
866. ISHARES CORE S&P MID CAP ETF   2022-03-21 2023-09-07
90. ISHARES CORE S&P MID CAP ETF   2022-08-22 2023-09-07
1313. ISHARES S&P MIDCAP 400 GROWTH INDEX FUND   2022-03-21 2023-09-07
150. ISHARES S&P MIDCAP 400 GROWTH INDEX FUND   2023-06-20 2023-09-07
602. ISHARES S&P SMALLCAP 600 INDEX FUND   2022-03-21 2023-09-07
21. ISHARES S&P SMALLCAP 600 INDEX FUND   2022-12-06 2023-09-07
386. ISHARES S&P SMALLCAP 600 GROWTH ETF   2022-03-21 2023-09-07
18. ISHARES S&P SMALLCAP 600 GROWTH ETF   2022-12-06 2023-09-07
1239. ISHARES FLOATING RATE BOND ETF   2022-03-21 2023-09-07
2161. ISHARES EDGE MSCI MIN VOL EAFE ETF   2022-12-06 2023-09-07
89. ISHARES EDGE MSCI MIN VOL EAFE ETF   2023-06-20 2023-09-07
1603. ISHARES EDGE MSCI MIN VOL USA ETF   2022-12-06 2023-09-07
60. ISHARES EDGE MSCI MIN VOL USA ETF   2023-03-28 2023-09-07
351. SPDR BLOOMBERG 1-3 MNTH T BILL ETF   2022-12-06 2023-09-07
1195. VANGUARD DIVIDEND APPRECIATION ETF   2022-12-06 2023-09-07
221. VANGUARD DIVIDEND APPRECIATION ETF   2023-03-28 2023-09-07
13. VANGUARD DIVIDEND APPRECIATION ETF   2023-06-20 2023-09-07
608.447 ALLSPRING SPECIAL SMALL CAP VALUE FUND CL R6   2020-04-16 2023-09-07
.937 ALLSPRING SPECIAL SMALL CAP VALUE FUND CL R6   2020-12-10 2023-09-07
19.866 ALLSPRING SPECIAL SMALL CAP VALUE FUND CL R6   2020-12-17 2023-09-07
203.718 ALLSPRING SPECIAL SMALL CAP VALUE FUND CL R6   2021-01-25 2023-09-07
75.578 ALLSPRING SPECIAL SMALL CAP VALUE FUND CL R6   2021-12-10 2023-09-07
110.131 ALLSPRING SPECIAL SMALL CAP VALUE FUND CL R6   2021-12-10 2023-09-07
18.881 ALLSPRING SPECIAL SMALL CAP VALUE FUND CL R6   2021-12-17 2023-09-07
46.065 ALLSPRING SPECIAL SMALL CAP VALUE FUND CL R6   2022-12-06 2023-09-07
3.472 ALLSPRING SPECIAL SMALL CAP VALUE FUND CL R6   2022-12-12 2023-09-07
100.868 ALLSPRING SPECIAL SMALL CAP VALUE FUND CL R6   2022-12-12 2023-09-07
21.986 ALLSPRING SPECIAL SMALL CAP VALUE FUND CL R6   2022-12-16 2023-09-07
2357. WISDOMTREE EMERGING MKTS HIGH YIELDING EQUITY FUND   2022-03-22 2023-09-07
718. WISDOMTREE EMERGING MKTS HIGH YIELDING EQUITY FUND   2023-03-28 2023-09-07
2976. WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND   2022-12-06 2023-09-07
530. WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND   2023-03-28 2023-09-07
215. WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND   2023-06-20 2023-09-07
6.942 EATON VANCE FLOATING RATE FUND CL R6   2021-01-26 2023-10-30
30.76 EATON VANCE FLOATING RATE FUND CL R6   2020-12-27 2023-10-30
.27 EATON VANCE FLOATING RATE FUND CL R6   2020-12-27 2023-10-30
.002 EATON VANCE FLOATING RATE FUND CL R6   2023-11-30 2024-04-01
.002 EATON VANCE FLOATING RATE FUND CL R6   2023-12-31 2024-04-01
.002 EATON VANCE FLOATING RATE FUND CL R6   2024-01-31 2024-04-01
.002 EATON VANCE FLOATING RATE FUND CL R6   2024-02-29 2024-04-01
.268 EATON VANCE FLOATING RATE FUND CL R6   2020-12-28 2024-04-01
.002 EATON VANCE FLOATING RATE FUND CL R6   2020-12-28 2024-04-01
420. ISHARES RUSSELL MID-CAP ETF   2023-09-07 2024-04-01
1283. ISHARES RUSSELL 2000 VALUE INDEX FUND   2023-09-07 2024-04-01
461. ISHARES RUSSELL TOP 200   2023-09-07 2024-04-01
1474. ISHARES FLOATING RATE BOND ETF   2022-03-21 2024-04-01
432. ISHARES FLOATING RATE BOND ETF   2022-08-22 2024-04-01
482. ISHARES FLOATING RATE BOND ETF   2023-03-28 2024-04-01
7. ISHARES FLOATING RATE BOND ETF   2023-06-20 2024-04-01
180. ISHARES TR CORE MSCI INTL DEVELOPED MKTS   2023-06-20 2024-04-01
834. ISH USD HIGH YIELD CORPORATE BOND ETF SH   2023-09-07 2024-04-01
968. SPDR BLOOMBERG 1-3 MNTH T BILL ETF   2022-12-06 2024-04-01
49. SCHWAB US DIVIDEND EQTY   2023-09-07 2024-04-01
(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 28,659   32,504 -3,845
b 6,333   7,331 -998
c 7,870   7,208 662
d 22,692   24,222 -1,530
e 5,704   6,546 -842
3,737   4,475 -738
2,065   2,480 -415
13,572   16,268 -2,696
12,251   12,857 -606
1,965   2,169 -204
2,042   2,271 -229
143,183   172,882 -29,699
31,123   33,950 -2,827
66,487   66,583 -96
2,681   1,707 974
7,416   8,191 -775
62,425   68,112 -5,687
1,282   1,645 -363
5,073   6,509 -1,436
453   554 -101
19,994   24,038 -4,044
1,716   1,821 -105
20   19 1
12,080   11,734 346
1,289   1,184 105
15,408   11,178 4,230
1,408   1,024 384
6,269   4,700 1,569
1,441   1,076 365
1,415   1,100 315
3,032   2,434 598
1,429   1,148 281
2,052   1,199 853
59,675   37,500 22,175
21,502   15,000 6,502
1,960   1,456 504
23,265   18,000 5,265
1,870   1,441 429
1,835   1,553 282
1,326   1,212 114
1,157   1,104 53
678   664 14
658   675 -17
2,206   2,262 -56
731   744 -13
65,046   66,283 -1,237
1,061   970 91
1,194   1,093 101
1,164   1,152 12
4,028   3,987 41
1,259   1,173 86
36,691   34,297 2,394
3,524   3,467 57
1,332   1,303 29
324   339 -15
6   6  
173   181 -8
147   153 -6
133   138 -5
29,991   30,812 -821
186   192 -6
255   262 -7
283   283  
306   297 9
154   149 5
178   172 6
198   194 4
204   198 6
212   211 1
200   199 1
224   220 4
140   138 2
234   229 5
235   233 2
248   247 1
261   271 -10
34   35 -1
58   61 -3
30,486   30,620 -134
222,587   231,954 -9,367
23,133   22,690 443
97,330   101,736 -4,406
11,119   10,954 165
58,674   65,282 -6,608
2,047   2,058 -11
43,714   48,705 -4,991
2,038   2,016 22
62,786   62,534 252
143,937   137,865 6,072
5,928   6,036 -108
119,078   118,068 1,010
4,457   4,262 195
32,127   32,109 18
192,180   184,011 8,169
35,541   33,123 2,418
2,091   2,085 6
23,383   14,676 8,707
36   34 2
763   720 43
7,829   8,000 -171
2,904   3,255 -351
4,232   4,743 -511
726   798 -72
1,770   1,779 -9
133   126 7
3,876   3,670 206
845   781 64
91,413   102,688 -11,275
27,847   26,837 1,010
195,729   183,690 12,039
34,858   32,056 2,802
14,140   14,134 6
58   60 -2
256   269 -13
2   2  
       
       
       
       
2   2  
       
35,105   30,186 4,919
201,585   179,840 21,745
58,491   49,557 8,934
74,926   74,395 531
21,959   21,735 224
24,501   24,216 285
356   355 1
12,036   10,996 1,040
30,211   29,229 982
88,494   88,553 -59
3,930   3,585 345
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       -3,845
b       -998
c       662
d       -1,530
e       -842
      -738
      -415
      -2,696
      -606
      -204
      -229
      -29,699
      -2,827
      -96
      974
      -775
      -5,687
      -363
      -1,436
      -101
      -4,044
      -105
      1
      346
      105
      4,230
      384
      1,569
      365
      315
      598
      281
      853
      22,175
      6,502
      504
      5,265
      429
      282
      114
      53
      14
      -17
      -56
      -13
      -1,237
      91
      101
      12
      41
      86
      2,394
      57
      29
      -15
       
      -8
      -6
      -5
      -821
      -6
      -7
       
      9
      5
      6
      4
      6
      1
      1
      4
      2
      5
      2
      1
      -10
      -1
      -3
      -134
      -9,367
      443
      -4,406
      165
      -6,608
      -11
      -4,991
      22
      252
      6,072
      -108
      1,010
      195
      18
      8,169
      2,418
      6
      8,707
      2
      43
      -171
      -351
      -511
      -72
      -9
      7
      206
      64
      -11,275
      1,010
      12,039
      2,802
      6
      -2
      -13
       
       
       
       
       
       
       
      4,919
      21,745
      8,934
      531
      224
      285
      1
      1,040
      982
      -59
      345
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 34,024
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 1,518
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 1,518
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 1,518
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 912
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 912
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 606
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowRI
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 .Click to see attachment
List of Attached Documents:
// Content
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowBANK OF AMERICA NA Telephone no.right arrow (888) 866-3275

Located atright arrowPO BOX 653067DALLASTX ZIP+4right arrow752653067
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
GINA AUTIERI TREASURER
1 		0    
26 CREST ROAD
TIVERTON,RI02878
BANK OF AMERICA AGENT FOR FIDUCIARY
1 		29,529    
PO BOX 653067
DALLAS,TX75265
MARYLOU CHASE SECRETARY
1 		0    
54 VALLEY LANE
PORTSMOUTH,RI02871
NANCI STEWART ASST TREASURER
1 		0    
11 AYRAULT STREET
NEWPORT,RI02840
SUSAN KELCHNER VICE PRESIDENT
1 		0    
100 ROBIN ROAD
PORTSMOUTH,RI02871
JOHN KAULL INVESTMENT BOARD HEAD
1 		0    
500 WEST MAIN RD
MIDDLETOWN,RI02842
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
3,047,801
b
Average of monthly cash balances.......................
1b
39,341
c
Fair market value of all other assets (see instructions)................
1c
91,842
d
Total (add lines 1a, b, and c).........................
1d
3,178,984
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
3,178,984
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
47,685
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,131,299
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
156,565
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
156,565
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,518
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,518
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
155,047
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
155,047
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
155,047
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
220,812
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
220,812
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 155,047
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 156,517
b Total for prior years:2021, 2020, 20 25,850
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 220,812
a Applied to 2022, but not more than line 2a 156,517
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		Click to see attachment
List of Attached Documents:
// Content
25,850
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 38,445
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		116,602
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
TOWNSEND AID FOR THE AGED GINA AUT
26 CREST ROAD
TIVERTON,RI02878
(888) 866-3275
bThe form in which applications should be submitted and information and materials they should include:
NO PARTICULAR FORM IS NECESSARY. PLEASE PROVIDE INFORMATION ON FINANCIAL RESOURCES
cAny submission deadlines:
NONE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
NONE
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

TO WORTHY PERSON DIRECTED BY ADVISORY
COMMITTEE (SEE LIST OF RECIPIENTS)
C/O BANK OF AMERICA SEE LIST ATTAC
PROVIDENCE,RI02903 		N/A N/A AID TO THE POOR 204,450
Total .................................right arrow 3a 204,450
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 95,498  
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 34,024  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aEXCISE TAX REFUND 		    1 1,986  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   131,508  
13Total. Add line 12, columns (b), (d), and (e)..................
13
131,508
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
TOWNSEND AID FOR THE AGED
EIN:
05-6009549
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE - BOA 1,250 750   500

TY 2023 AppliedToPriorYearElection
Name:
TOWNSEND AID FOR THE AGED
EIN:
05-6009549
Election:
WE HEREBY MAKE AN ELECTION TO APPLY REMAINING 2023 QUALIFYING DISTRIBUTIONS TOWARD YEARS PRIOR TO 2022 UNDER IRS CODE REG. 53.4942 (A)-3(D)(2)

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
TOWNSEND AID FOR THE AGED
EIN:
05-6009549
Statement:
RI

TY 2023 InvestmentsCorpStockSchedule
Name:
TOWNSEND AID FOR THE AGED
EIN:
05-6009549
Name of Stock End of Year Book Value End of Year Fair Market Value
92206C870 VANGUARD SCOTTSDALE 370,582 350,974
94975P447 ALLSPRING SPECIAL SM    
464287226 ISHARES CORE U.S. AG 395,485 350,637
92203J407 VANGUARD TOTAL INTER 228,870 225,833
19766M840 COLUMBIA DIVIDEND IN    
04314H857 ARTISAN INTERNATIONA    
040337842 ARIEL FUND CL INSTL    
277911491 EATON VANCE FLOATING    
46137V357 INVESCO S&P 500 EQUA    
464287507 ISHARES CORE S&P MID    
464287606 ISHARES S&P MIDCAP 4    
464287804 ISHARES CORE S&P SMA    
464287887 ISHARES S&P SMALLCAP    
464288448 ISHARES INTL SELECT    
464288513 ISHARES IBOXX$ HIGH    
46429B655 ISHARES FLOATING RAT    
46432F339 ISHARES EDGE MSCI US    
72201R205 PIMCO 1-5 YEAR U.S.    
97717W315 WISDOMTREE EMERGING    
46429B689 ISHARES EDGE MSCI MI    
46429B697 ISHARES EDGE MSCI MI    
78468R663 SPDR BLOOMBERG 1-3 M 32,764 32,769
921908844 VANGUARD DIVIDEND AP    
97717X669 WISDOMTREE U.S. QUAL    
27826A730 EATON VANCE FLOATING    
464287499 ISHARES RUSSELL MIDC 420,307 465,618
464287655 ISHARES TR RUSSELL 2 260,013 244,287
464289446 ISHARES RUSSELL TOP 554,481 629,792
46434G103 ISHARES INC CORE MSC 188,618 196,890
46435G326 ISHARES TR CORE MSCI 294,158 317,004
46435U853 ISH USD HIGH YIELD C 31,402 32,202
808524797 SCHWAB US DIVIDEND E 237,988 250,448

TY 2023 OtherExpensesSchedule
Name:
TOWNSEND AID FOR THE AGED
EIN:
05-6009549
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
RI ATTNY GEN FILING FEE 50 0   50
HONORARIUM 4,000 0   4,000


TY 2023 OtherIncomeSchedule2
Name:
TOWNSEND AID FOR THE AGED
EIN:
05-6009549
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
EXCISE TAX REFUND 1,986 0  


TY 2023 TaxesSchedule
Name:
TOWNSEND AID FOR THE AGED
EIN:
05-6009549
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX - PRIOR YEAR 6,022 0   0
FOREIGN TAXES ON QUALIFIED FOR 1,122 1,122   0
FOREIGN TAXES ON NONQUALIFIED 695 695   0