Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
Towanda 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, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

87-2754682
B Telephone number (see instructions)

(800) 839-1754
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$10,115,448J 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) 3,889,138
2 Check right arrow.............
3 Interest on savings and temporary cash investments 789 789  
4 Dividends and interest from securities... 116,485 116,485  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 29,649
b Gross sales price for all assets on line 6a 4,498,540
7 Capital gain net income (from Part IV, line 2)... 2,169,197
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
7,614 7,614  
12 Total. Add lines 1 through 11........ 4,043,675 2,294,085  
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
18,128 18,128    
17 Interest............... 7,390 7,390    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
46,790 2,190    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
45,844 17,612   28,232
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 118,152 45,320   28,232
25 Contributions, gifts, grants paid....... 514,750 514,750
26 Total expenses and disbursements. Add lines 24 and 25 632,902 45,320   542,982
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,410,773
b Net investment income (if negative, enter -0-) 2,248,765
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 69,918 37,901 37,901
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 418,916 Click to see attachment
List of Attached Documents:
// Content
433,902 		437,600
b Investments—corporate stock (attach schedule)....... 5,653,942 Click to see attachment
List of Attached Documents:
// Content
8,864,031 		9,365,653
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)..........   Click to see attachment
List of Attached Documents:
// Content
217,715 		274,294
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) 6,142,776 9,553,549 10,115,448
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 6,142,776 9,553,549
29 Total net assets or fund balances (see instructions)..... 6,142,776 9,553,549
30 Total liabilities and net assets/fund balances (see instructions). 6,142,776 9,553,549
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
6,142,776
2
Enter amount from Part I, line 27a .....................
2
3,410,773
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
9,553,549
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,553,549
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
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 4,498,540   2,329,343 2,169,197
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       2,169,197
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 2,169,197
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 31,258
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 31,258
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 31,258
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 30,715
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,800
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 32,515
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,257
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow1,257 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (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 arrowDE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Ryan Hinkle Treas, Dir, Sec
1.0 		0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Sara Hinkle Dir, Pres
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...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
 
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.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
9,651,511
b
Average of monthly cash balances.......................
1b
64,373
c
Fair market value of all other assets (see instructions)................
1c
23,348
d
Total (add lines 1a, b, and c).........................
1d
9,739,232
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
9,739,232
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
146,088
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,593,144
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
479,657
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
479,657
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
31,258
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
31,258
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
448,399
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
448,399
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
448,399
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
542,982
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
542,982
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 448,399
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 172,701
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 542,982
a Applied to 2023, but not more than line 2a 172,701
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 2024 distributable amount..... 370,281
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024.    
(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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		78,118
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
Ryan Hinkle
Sara Hinkle
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

APPALACHIAN MOUNTAIN CLUB

10 CITY SQ
CHARLESTOWN,MA02129 		N/A PC General & Unrestricted 25,000

BILLION OYSTER PROJECT

10 SOUTH ST SLIP 7
NEW YORK,NY10004 		N/A PC General & Unrestricted 10,000

CLEAN OCEAN ACTION INC

49 AVENEL BLVD
LONG BRANCH,NJ07740 		N/A PC General & Unrestricted 10,000

EARTH ISLAND INSTITUTE INC

2150 ALLSTON WAY STE 460
BERKELEY,CA94704 		N/A PC General & Unrestricted 20,000

GREENWAVE ORGANIZATION CORP

315 FRONT ST
NEW HAVEN,CT06513 		N/A PC General & Unrestricted 10,000

GROUNDSWELL FUND

548 MARKET ST 49734
SAN FRANCISCO,CA94104 		N/A PC General & Unrestricted 25,000

NA AH ILLAHEE FUND

PO BOX 17844
SEATTLE,WA98127 		N/A PC General & Unrestricted 25,000

OMEGA INSTITUTE FOR HOLISTIC STUDIES INC

150 LAKE DR
RHINEBECK,NY12572 		N/A PC General & Unrestricted 249,750

SURFRIDER FOUNDATION

PO BOX 73550
SAN CLEMENTE,CA92673 		N/A PC General & Unrestricted 10,000

SUSTAINABLE OCEAN ALLIANCE INC

1160 BATTERY ST STE 100
SAN FRANCISCO,CA94111 		N/A PC General & Unrestricted 20,000

THE CORAL REEF ALLIANCE

548 MARKET ST STE 29802
SAN FRANCISCO,CA94104 		N/A PC General & Unrestricted 10,000

THE FILM COLLABORATIVE INC

3405 CAZADOR ST
LOS ANGELES,CA90065 		N/A PC Funds to be designated for a documentary film currently titled "Disclosure 2" 100,000
Total .................................right arrow 3a 514,750
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 789  
4 Dividends and interest from securities ....     14 116,485  
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 29,649  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss 		    14 7,614  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   154,537  
13Total. Add line 12, columns (b), (d), and (e)..................
13
154,537
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
Towanda Foundation
 
Employer identification number

87-2754682
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
Towanda Foundation
  		Employer identification number
87-2754682
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
Hinkle Ryan
555 West End Avenue Unit 5E
 
New York, NY10024

$ 3,889,138


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
Towanda Foundation
  		Employer identification number

87-2754682
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 MONDAY.COM LTD MNDY, 12896 sh. $ 2,849,758 2024-02-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 DELIVERY HERO ORD SHS DLVHF, 16023 sh. $ 539,915 2024-04-04
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 JFROG FROG, 11453 sh. $ 499,465 2024-04-04
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
Towanda Foundation
  		Employer identification number

87-2754682
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

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

TY 2024 DepreciationSchedule
Name:
Towanda Foundation
EIN:
87-2754682
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 2024 InvestmentsCorpStockSchedule
Name:
Towanda Foundation
EIN:
87-2754682
Name of Stock End of Year Book Value End of Year Fair Market Value
3I GROUP PLC ADR 2,023 4,181
A P MOLLAR MAERSK A 1,033 657
ABB LTD 3,457 5,210
ABBOTT LABS 29,501 29,409
ACCENTURE PLC 27,428 30,958
ACCOR SA 993 1,579
ADIDAS AG 1,559 1,461
ADOBE SYSTEMS, INC 23,352 21,345
ADVANCED MICRO DEVICES INC 20,475 16,790
ADVANTEST CORP - ADR 1,168 2,162
ADYEN N.V. 976 1,129
AENA SME S.A. ADR 976 1,408
AEON CO LTD ADR OTC 1,057 1,189
AERCAP HOLDING N.V 1,828 3,158
AFLAC INC 11,775 14,688
AIA GROUP LTD ADR 4,974 3,458
AIR PRODS & CHEM INC 11,383 13,922
AIRBNB 6,893 5,782
AJINOMOTO INC UNSPONS ADR 968 1,708
ALCON INC 1,064 1,358
ALLIANZ SE 4,685 5,833
ALPHABET INC CL A 86,189 104,495
ALPHABET INC CL C 71,893 86,841
ALTRIA GROUP INC 26,526 31,113
AMADEUS IT HLDS SA 985 1,270
AMAZON COM 135,114 181,656
AMER INTERNATIONAL GROUP INC 4,112 5,751
AMERICAN EXPRESS CO 15,200 24,040
AMERICAN TOWER REIT INC 13,809 12,472
AMERICAN WATER WORKS COMPANY I 12,578 12,822
AMETEK INC 6,470 7,030
AMGEN INC 16,690 17,202
AMPHENOL CORPORATION 25,247 30,558
ANALOG DEVICES INC 11,427 13,810
ANHEUSER BUSCH COS INC 4,258 3,355
ANZ GROUP HOLDINGS LIMITED ADS 4,198 4,028
AON PLC CL A 11,126 13,289
APPLIED MATERIALS INC 22,906 18,540
ARCHER DANIELS MDLND 3,725 2,930
ARGENX SE 1,645 1,845
ARISTA NETWORKS 5,079 8,400
ASAHI KAISAI CP ADR 960 824
ASHTEAD GROUP PLC 1,140 1,467
ASICS CORPORATION 1,354 1,418
ASML HOLDING NV NY REG SHS 8,219 9,703
ASSA ABLOY UNSP/ADR 2,209 2,285
ASSOCIATED BRITISH FOODS PLC 996 1,250
ASXFY 1,374 1,290
AT&T, INC 18,115 24,409
ATLAS COPCO AB A SHS ADR 1,384 1,816
ATLAS COPCO AB B SHS ADR 2,013 2,391
AUTODESK, INC 3,824 4,729
AUTOMATIC DATA PROCESSING INC 24,066 29,858
AVIVA PLC 1,374 1,622
AXA ADS 2,216 2,953
AXON ENTERPRISE 5,092 9,509
BALL CP 679 662
BANCO BILBAO ARG SA 2,522 3,266
BANDAI NAMCO HOLDINGS INC 1,223 1,464
BANK NEW YORK MELLON CORP COM 1,675 3,073
BANK OF AMERICA CORP 33,341 41,401
BARCLAYS PLC ADR 1,063 1,768
BARRATT DEVEL 984 906
BEIERSDORF AG ADR EACH REPR 0. 2,198 1,856
BLACKROCK INC 16,370 23,578
BNP PARIBAS SPONS ADR 1,525 1,811
BOC HK HLDGS LTD S/ADR 933 769
BOLIDEN AB 2,472 2,502
BOOKING HOLDINGS INC 14,705 24,842
BOSTON SCIENTIFIC 20,229 30,279
BOUYGUES SA UNSP 1,326 990
BRAMBLES LTD UNSP AD 1,219 1,894
BRIDGESTONE CORP UNSP ADR 3,496 3,020
BRISTOL-MYERS SQUIBB CO 10,561 11,878
BROADCOM INC 47,335 93,432
BROWN FORMAN CORP CL B 1,382 836
BUNZL PLC SPONSORED ADR 983 1,246
C H ROBINSON WORLDWIDE INC 2,922 2,893
CANON INC 1,578 1,823
CAP GEMINI SA UNSP/ADR 971 876
CAPITAL ONE FINANCIAL CORP 1,806 3,210
CATERPILLAR INC 26,285 23,942
CBOE HOLDINGS INC 3,832 3,908
CBRE GROUP 1,361 2,232
CDW CORP 20,747 16,534
CENTENE CORP 2,866 2,241
CENTRAL JAPAN RY CO ADR 1,340 1,150
CHARLES SCHWAB CORP 10,712 11,620
CHARTER COMMUNICATIONS, INC 2,501 2,742
CHECK POINT SOFTWARE TECHNOLOG 969 1,494
CHIPOTLE MEX GRILL 10,163 12,060
CHUBB LIMITED 28,074 31,775
CHUGAI PHARMACEUTICAL CO., LTD 1,009 1,559
CHURCH & DWIGHT 23,650 23,874
CINTAS CRP 6,507 8,039
CISCO SYSTEMS INC 27,305 30,784
CITIGROUP INC 7,611 9,925
CLOROX CO 3,947 3,898
CME GROUP, INC 8,324 9,289
COCA COLA EUROPEAN PARTNERS PL 971 1,459
COCA COLA HBC AG 1,023 1,596
COCHLEAR ORD PLC 984 1,254
COGNIZANT TECHNOLOGY SOLUTIONS 3,699 4,691
COMCAST CORP 30,958 29,724
COMMONWEALTH BK AUS-SP ADR 5,335 7,748
COMPAGNIE DE SAINT G 2,489 3,877
COMPASS GROUP PLC ADR 3,310 4,266
COMPUTERSHARE LTD ADR 1,733 2,350
CONAGRA FOODS INC 5,042 4,856
CONSOLIDATED EDISON INC 19,896 19,809
CONSTELLATION BRANDS INC 14,440 12,376
CONSTELLATION ENERGY GROUP INC 8,526 11,186
CONTL AG SPONS ADR 1,959 2,016
COPART INC 4,719 4,993
CORNING INC 10,945 16,204
CREDIT AGRICOLE SA 984 1,400
CRODA INTL 1,191 818
CROWDSTRIKE HOLDINGS, INC 6,851 6,159
CROWN CASTLE INTL 946 726
CSL LTD 3,621 3,590
CSX CORP 5,645 5,550
CUMMINS INC 1,256 2,092
CYBERARK SOFTWARE LTD 768 1,999
D R HORTON 7,777 5,872
DAIICHI SANKYO CO LTD SPONSORE 2,353 2,183
DAIWA HOUSE IND LTD 2,322 2,886
DANAHER CORP 14,752 13,773
DASSAULT SYS SA SPN ADR 983 930
DBS GROUP HLDGS SPON ADR 2,963 4,609
DEERE CO 27,373 29,659
DELL TECHNOLOGIES INC CLASS C 4,287 4,149
DENSO CORP ADR 3,853 3,417
DEUTSCHE POST AG - OLD 2,652 2,269
DIAGEO PLC ADS 6,438 4,450
DIGITAL RLTY TR INC 904 1,419
DISCO CORPORATION 1,671 1,196
DNB BANK ASA 1,265 1,333
DOLLAR GENERAL CORP 4,493 2,275
DOLLAR TREE INC 5,865 3,372
DOMINION ENERGY INC 5,473 5,494
DSFIY 1,381 1,049
DSV UNSP ADR EACH REPR 0.5 ORD 1,781 2,018
DUFRY ADR 1,649 1,667
EAST JAPAN RAILWAY C 958 989
EATON CORP PLC 12,314 19,580
EBAY INC 3,142 4,151
EDP-ELECTRICIDADE DE PORTUGAL 3,977 2,317
ELECTRONIC ARTS 3,608 4,096
ELEVANCE HEALTH INC 41,806 30,988
ELEZY 2,588 2,859
ELI LILLY & CO 45,866 60,988
EMERSON ELECTRIC CO 12,235 13,384
ENEL SOCIETA PER AZI 2,041 1,890
EPIROC AB 947 937
EQUINIX, INC 13,006 16,029
ERSTE BK DER OEST SP 974 2,090
ESSILOR INTL ADR 2,274 3,499
EVERSOURCE ENERGYINC 2,498 1,780
EXELON CORPORATION 23,489 23,788
EXPEDITORS INTL WASH INC 11,388 10,523
EXPERIAN GROUP LTD S/ADR 2,526 3,034
FAIR ISSAC & CO INC 4,725 7,964
FANUC LIMITED UNSPONSORED 961 822
FASTENAL COMPANY 3,373 4,890
FERRARI NV 1,364 1,275
FIRST SOLAR INC 1,638 1,586
FISERV, INC 16,082 25,061
FORTINET INC 7,971 11,054
FOX CORP CL B 969 1,555
FRESENIUS MED CAR AG 1,388 1,585
FUJIFILM HOLDINGS ADR NPV 2,525 2,583
FUJITSU LTD ADR OTC 1,286 1,352
GALAXY ENTMT GROUP UNSPONSORED 2,461 1,427
GARTNER INC 2,609 3,876
GEBERIT AG ADR 978 1,126
GENERAL MILLS INC 17,894 15,687
GENERAL MOTORS 8,552 9,908
GENUINE PARTS COMPANY 4,300 3,386
GILEAD SCIENCES INC 13,575 19,305
GIVAUDAN SA UNSP/ADR 967 1,306
GOLDMAN SACHS GROUP 5,262 6,299
GRAINGER W W INC 2,838 6,324
GSK PLC 5,310 4,295
HALEON PLC 1,810 2,156
HCA INC 13,937 14,407
HEINEKEN N V S ADR 1,003 743
HENKEL KGAA ADR 2,896 3,219
HENRY SCHEIN INC 3,809 3,668
HEWLETT PACKARD ENTERPRISE CO 4,393 6,832
HEXAGON 962 833
HILTON WORLDWIDE HOLDINGS, INC 975 1,977
HITACHI LTD 3,085 2,819
HOLCIM LTD SPON ADS 4,111 4,347
HOME DEPOT INC 39,214 46,679
HONDA MOTOR CO LTD 4,033 3,597
HONG KONG EX&CL UNSP/ADR 2,076 1,726
HOWMET AEROSPACE ORD SHS 7,673 16,624
HOYA CORP SPONS ADR 1,028 1,364
HP INC 25,209 22,906
HSBC HOLDINGS PLC 6,010 8,754
HUMANA INC 6,383 5,074
IBERDROLA ADR 3,797 3,474
ILLINOIS TOOL WORKS 29,803 31,188
INFINEON TECH ADS 2,025 2,076
INFORMA PLC SPONSORED ADR 1,038 1,370
ING GROUP N V SPONSORED ADR 958 1,457
INSURANCE AUSRLA UNSP/ADR 982 1,676
INTEL CORP 8,426 6,075
INTERCONTINENTAL EXCHANGE, INC 13,547 16,391
INTERNATIONAL PAPER CO 3,267 3,229
INTESA SANPAOLO SPA 989 2,029
INTUIT 17,576 17,598
INTUITIVE SURGICAL 14,203 22,444
ISHARES BARCLAYS US AGGREGATE 470,828 461,303
JABIL CIRCUIT INC 5,455 5,756
JACOBS SOLUTIONS INC 3,623 4,009
JAMES HARDIE IND ADR 1,331 1,910
JAPAN TOB INC 2,205 2,995
JP MORGAN CHASE 56,794 80,063
JUNIPER NETWORKS 9,492 9,138
KAO CORP 1,293 1,188
KDDI CP UNSP ADR 1,847 1,764
KELLANOVA (FNA KELLOGG CO) 12,007 15,060
KENVUE INC 3,111 3,203
KEURIG DR PEPPER INC 11,659 11,852
KEYSIGHT TECHNOLOGIES INC 9,389 9,959
KIMBERLY CLARK CORP 6,172 6,159
KINGFISHER PLC 1,621 1,491
KINGSPAN GROUP 1,371 1,091
KIRIN BREWERY LTD 949 792
KLA TENCOR CORP 10,634 10,082
KNORR BREMSE ADR 1,413 1,300
KOMATSU LTD 2,852 2,814
KONE OYJ ADR B SHS 1,292 1,241
KONINKLIJKE AHOLD DELHAIZE NV 3,566 3,324
KRAFT HEINZ CO 14,805 13,144
KUBOTA CORPORATION 2,880 2,023
KUENE & NAGEL INTL AG ADR 947 918
KYOCERA CORP ADR 989 715
L'AIR LIQUIDE ADR OTC 5,135 5,128
L'OREAL ADR 3,582 2,957
LAM RESEARCH CORP 5,407 6,212
LAS VEGAS SANDS CORP 716 1,079
LASERTEC ADR 784 452
LEGAL & GENERAL GROUP 1,004 927
LEGRAND INC 975 1,197
LINDE PLC COM 52,118 52,752
LLOYDS BANKING GROUP PLC 969 1,243
LOEWS CORP 37,956 45,563
LONDON STK EXCHANGE GROUP 1,008 1,642
LONZA GROUP AG UNSP/ADR 985 1,117
LOWES COMPANIES INC 13,496 16,042
LYONDELLBASELL INDUSTRIES NV 21,017 15,077
MARRIOTT INTERNATIONAL INC. CL 7,095 10,042
MARSH AND MCLENNAN COMPANIES I 39,503 43,119
MASTERCARD INC 60,165 68,454
MCCORMICK & CO 3,964 4,117
MEDTRONIC PLC 19,570 18,452
MERCK & CO INC 53,765 46,159
MERCK KGAA SPON ADR EACH REPR 1,148 945
META PLATFORMS INC 73,965 113,004
METLIFE INC 4,860 6,387
MICHELIN CIE GEN UNSP/ADR 1,962 1,705
MICRON TECHNOLOGY 10,720 8,248
MICROSOFT CORP 266,202 273,976
MITSUBISHI ESTATE CO ADR 1,771 1,836
MITSUI FUDOSAN CO 1,752 1,821
MITSUI OSK LINES LTD 1,381 1,598
MIZUHO FINANCIAL GRO 2,411 3,956
MONDAY.COM LTD 2,849,759 3,036,235
MONDI PLC ADR 995 736
MONSTER BEVERAGE CORP 12,735 12,720
MOODYS CORP 2,098 3,787
MORGAN STANLEY 9,825 13,201
MOTOROLA SOLUTIONS INC 17,465 20,338
MS&AD INS GROUP ADR 964 2,046
MSCI INC 3,585 4,200
MUENCHENER RUECKVERS 1,907 2,555
MURATA MFG INC UNSP/ADR 2,709 2,245
NATIONAL AUSTRALIA BK LTD 3,951 4,690
NATWEST GROUP ADR REPRESENTING 969 1,637
NETAPP, INC 12,616 15,206
NETFLIX INC 19,377 36,544
NEWMONT GOLDCORP CORPORATION 12,655 12,059
NEXTERA ENERGY, INC 23,605 21,077
NICE SYSTEMS LTD 965 849
NIDEC CORPORATION ADR 960 544
NIPPON TELEGRAPH & TELEPHONE C 3,600 3,495
NIPPON YUSEN KABUSHIKI KAISHA 978 1,313
NISSAN MOTOR LTD ASR 1,404 1,550
NITTO DENKO ADR 957 1,125
NOMURA HOLDINGS ADR 1,490 1,505
NORDEA BANK ABP 947 1,056
NORSK HYDRO ASA 2,891 2,593
NOVARTIS AG ADR 6,684 7,493
NOVO NORDISK A S 8,119 9,548
NOVOZYMES A/S UNSP/ADR 1,834 1,696
NVIDIA CORP 138,670 287,382
O'REILLY AUTOMOTIVE INC 6,364 7,115
OLD DOMINION FREIGHT LINE 10,863 8,996
OLYMPUS CORP 965 684
ON SEMICONDUCTOR 725 694
ORACLE CORP 26,116 30,662
ORANGE (DELISTED PCO) 946 817
ORIENTAL LAND ADR 1,762 1,224
ORIX CORP ADS 2,557 3,081
ORKLA ASA SPON ADR 968 1,117
ORSTED A S 966 433
OTIS WORLDWIDE CORP 19,101 18,429
OTSUKA HOLDINGS CO 973 1,576
OVERSEA-CHINESE ADR 1,052 1,520
PACCAR INC 3,003 4,681
PACKAGING CORP AMER 5,927 5,853
PALANTIR TECHNOLOGIES INC 6,707 12,252
PALO ALTO NETWORKS INC 11,088 14,557
PANDORA A S SPON ADREACH REP 0 1,341 1,674
PARKER HANNIFIN CP 13,054 19,081
PAYCHEX 9,942 11,358
PAYPAL HOLDINGS, INC 5,139 6,657
PERNOD RICARD S A SPONSORED AD 3,085 1,888
PERSIMMON PLC ADR 2,021 1,620
PFIZER INC 27,659 23,161
PROGRESSIVE CORP OHIO 25,065 28,514
PROLOGIS 19,432 17,335
PROSUS NV ADR 2,357 3,351
PRUDENTIAL FINCL INC 2,371 2,963
PRUDENTIAL PLC SC 3,237 2,630
PRYSMIAN SPA MILANO 1,307 1,373
PUBLIC STORAGE INC 8,750 9,283
PUBLIC SVC ENTERPRISE GROUP IN 10,707 13,603
PUBLICIS GROUPE S.A 868 2,069
QBE INSURANCE GP UNSP/ADR 1,569 2,050
QUALCOMM INC 22,742 22,275
QUANTA SVCS INC 5,776 11,062
RECKITT BENCKISER GROUP 3,399 2,608
RECRUIT HOLDINGS CO 2,059 4,023
RED ELECTRICA DE ESPANA SA 2,240 2,097
REGENERON PHARMACEUTICALS INC 10,298 7,836
RELX PLC 4,544 5,223
RENAULT SA 1,434 1,651
RENESAS ELECTRONICS CORP 961 1,183
REPUBLIC SVCS INC 12,571 13,479
ROCHE HOLDING LTD ADR 9,252 8,232
ROPER INDUSTRIES 4,824 4,679
S&P GLOBAL INC COM 22,950 29,384
SALESFORCE.COM 18,961 25,075
SANDS CHINA LTD UNSP ADR 1,341 1,373
SANDVIK AB SPONS ADR 2,650 2,381
SANOFI-AVENTIS SPONSORED ADR 6,024 5,739
SAP AKTIENGESELL ADS 5,297 11,079
SCHNEIDER ELEC UNSP/ADR 4,537 6,701
SEA LTD 1,319 1,485
SEAGATE TECHNOLOGY HOLDINGS PL 9,794 8,458
SEIKO EPSON CORP ADR 1,336 1,620
SEKISUI HOUSE LTD 1,584 1,841
SERVICE NOW 15,377 21,202
SEVERN TRENT PLC 1,577 1,461
SHERWIN-WILLIAMS CO 2,748 4,079
SHIN-ETSU CHEMICAL C 2,421 2,825
SIEMENS AG 3,977 3,867
SIEMENS HEALTHINEERS AG 1,234 1,289
SIKA AG BEARER SHS 3,141 2,807
SIMON PPTY GROUP INC 3,130 5,511
SINGAPORE TELE ADR 1,420 1,757
SKF AB ADR 958 1,070
SMC CORPORATION 2,503 1,957
SOCIETE GENERLE FRNCE ADR 989 1,124
SODEXHO ALLIANCE SA SP ADR 928 1,004
SOFTBANK CP UNSP ADR 1,812 2,767
SOMPO JAPAN NIPPONKOA HOLDINGS 1,314 1,705
SONIC HEALTHCARE LTD SHS 960 684
SONOVA HOLDING AG AD 1,839 1,821
SONY GROUP CORP 3,427 3,809
SPARK NEW ZEALAND SPON ADR 1,340 1,164
STANDARD CHARTERED 987 1,597
STARBUCKS CORP COM 16,171 18,068
STATE STREET CORPORATION 433 687
STEEL DYNAMICS INC 7,583 8,327
STMICROELECTRONICS 984 699
STRYKER CORPORATION 14,657 19,083
SUMITOMO METAL 3,284 2,168
SUMITOMO MITSUI FINCL GRP 943 2,289
SUN HUNG KAI PY LTD S/ADR 3,015 2,720
SUNTORY BEVERAGE & FOOD LTD AD 950 856
SUPER MICRO COMPUTER INC 3,634 1,219
SWATCH GROUP AG 1,950 1,586
SWIRE PAC LTD A S/ADR 925 1,404
SWISS RE LTD ADR 983 1,804
SWISSCOM AG S/ADR 1,556 1,569
SYSCO CORP 19,933 19,880
TAKEDA PHARMACEUTICAL COMPANY 3,297 3,297
TARGET CORPORATION 15,894 13,112
TE CONNECTIVITY LTD 26,181 26,592
TECHTRONIC INDS SPD ADR 917 1,050
TELEDYNE TECH INC 20,572 23,207
TELEFONICA S A ADR 951 812
TELENOR ASA 1,463 1,326
TELSTRA GROUP LTD 1,323 1,216
TENABLE HOLDINGS INC 1,329,315 932,795
TERNA RETE ELETTRICA 2,833 2,754
TESLA MOTORS INC 42,781 94,499
TEXAS INSTRUMENTS INC 26,308 29,814
THE JM SMUCKER COMPANY 2,943 2,973
THERMO FISHER SCIENTIFIC INC 14,462 14,046
TJX COMPANIES INC 13,268 18,122
TOKIO MARINE HOLDINGS INC 960 1,837
TOKYO ELECTRON LTD 2,623 2,567
TRACTOR SUPPLY CO COM 3,881 4,245
TRANSDIGM GRP INC 17,079 17,742
TRAVELERS COMPANIES INC 2,649 3,854
TREASURY WINE ESTATES ADR 980 895
TRIMBLE NAV LTD 8,704 10,387
UBER 14,396 12,366
UBS AG 2,092 4,063
ULTA SALON, COSMETICS & FRAGRA 1,217 1,305
UNICREDIT SPA 973 3,676
UNITED OVRSEAS BK LTD ADR 1,385 1,654
UNITED RENTALS INC 2,079 3,522
UNITED UTILITS ADR 972 1,000
UPM KYMMENE CORP 1,259 1,050
VANGUARD GOVT BOND ETF INTERME 104,274 103,949
VEOLIA ENVIRONN ADS 1,598 1,419
VERISIGN INC 5,017 5,174
VERISK ANALYTICS, INC 4,707 4,682
VERIZON COMMUNICATIONS 25,122 24,994
VERTEX PHARMCTLS INC 15,258 16,913
VESTAS WIND SYS UNSP/ADR 940 553
VICI PROPERTIES INC 10,204 10,603
VINCI SA ADR 4,271 3,722
VISA INC 61,749 73,005
VODAFONE GROUP PLC 3,426 2,606
VOLVO AS-A ADR 1,810 1,666
VONOVIA SE 1,512 2,197
WASTE MANAGEMENT INC 15,868 17,556
WELLTOWER INC. 9,432 9,830
WESTERN DIGITAL CORP 7,834 7,334
WHITEBREAD PLC AMERICAN 1,023 1,107
WISDOMTREE FLOATING RATE TREAS 170,870 170,712
WPP PLC 1,348 1,593
YARA INTERNATIONAL ASA 1,980 1,353
YASKAWA ELEC CORP 1,274 764
YUM BRANDS INC 1,007 1,207
ZEBRA TECHNOLOGIES CORP 8,529 9,269
ZOETIS INC 10,463 10,590
ZURICH INS GROU ADR 1,979 2,731

TY 2024 InvestmentsGovtObligationsSch
Name:
Towanda Foundation
EIN:
87-2754682
US Government Securities - End of Year Book Value:

433,902
US Government Securities - End of Year Fair Market Value:

437,600
State & Local Government Securities - End of Year Book Value:


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


 


TY 2024 InvestmentsOtherSchedule2
Name:
Towanda Foundation
EIN:
87-2754682
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MAD CAPITAL PERENNIAL FUND II   128,515 128,515
VOLO EARTH VENTURES IMPACT II   89,200 145,779

TY 2024 OtherExpensesSchedule
Name:
Towanda Foundation
EIN:
87-2754682
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 28,207     28,207
Bank Charges 903 903    
K-1 Exp MAD CAPITAL PERENNIAL 2,726 2,726    
K-1 Exp VOLO EARTH VENTURES IM 13,983 13,983    
State or Local Filing Fees 25     25


TY 2024 OtherIncomeSchedule2
Name:
Towanda Foundation
EIN:
87-2754682
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss MAD CAPITAL PERENNIAL FUND II LLC 6,931 6,931  
K-1 Inc/Loss VOLO EARTH VENTURES IMPACT II LP 683 683  


TY 2024 OtherProfessionalFeesSchedule
Name:
Towanda Foundation
EIN:
87-2754682
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 18,128 18,128    


TY 2024 TaxesSchedule
Name:
Towanda Foundation
EIN:
87-2754682
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 30,700      
990-PF Extension for 2023 13,900      
Foreign Tax Paid 2,190 2,190