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
CY TWOMBLY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)19 EAST 82ND STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10028
A Employer identification number

20-2572529
B Telephone number (see instructions)

(212) 744-2228
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$1,514,532,085
J Accounting method:
MODIFIED CASH
(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... 4,522,220 4,522,220  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,716,849
b Gross sales price for all assets on line 6a 62,677,720
7 Capital gain net income (from Part IV, line 2)... 1,716,849
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)....... 21,861 -88,642  
12 Total. Add lines 1 through 11........ 6,260,930 6,150,427  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 456,586 0   456,586
14 Other employee salaries and wages...... 424,085 20,820   403,265
15 Pension plans, employee benefits....... 187,959 4,165   183,794
16a Legal fees (attach schedule)......... 717,695 0   717,695
b Accounting fees (attach schedule)....... 42,201 6,563   35,638
c Other professional fees (attach schedule).... 690,770 636,058   54,712
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 165,076 4,708   110,368
19 Depreciation (attach schedule) and depletion... 783,037 0  
20 Occupancy.............. 85,806 0   85,806
21 Travel, conferences, and meetings....... 109,401 0   109,401
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,987,964 72,586   1,315,378
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,650,580 744,900   3,472,643
25 Contributions, gifts, grants paid....... 4,000,500 4,000,500
26 Total expenses and disbursements. Add lines 24 and 25 9,651,080 744,900   7,473,143
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,390,150
b Net investment income (if negative, enter -0-) 5,405,527
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,110,775 916,084 916,084
2 Savings and temporary cash investments......... 2,567,431 1,047,744 1,047,744
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) 20,184,825 Click to see attachment
List of Attached Documents:
// Content
13,919,308
13,919,308
b Investments—corporate stock (attach schedule)....... 37,676,061 Click to see attachment
List of Attached Documents:
// Content
32,802,820
32,802,820
c Investments—corporate bonds (attach schedule)....... 18,368,706 Click to see attachment
List of Attached Documents:
// Content
15,419,680
15,419,680
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).......... 64,308,122 Click to see attachment
List of Attached Documents:
// Content
83,296,741
83,296,741
14 Land, buildings, and equipment: basis right arrow30,101,799
Less: accumulated depreciation (attach schedule) right arrow8,746,069 22,092,012 Click to see attachment
List of Attached Documents:
// Content
21,355,730
21,355,730
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,343,742,117
Click to see attachment
List of Attached Documents:
// Content
1,345,773,978
Click to see attachment
List of Attached Documents:
// Content
1,345,773,978
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,510,050,049 1,514,532,085 1,514,532,085
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........... 1,510,050,049 1,514,532,085
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    
29 Total net assets or fund balances (see instructions)..... 1,510,050,049 1,514,532,085
30 Total liabilities and net assets/fund balances (see instructions). 1,510,050,049 1,514,532,085
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
1,510,050,049
2
Enter amount from Part I, line 27a .....................
2
-3,390,150
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
7,872,186
4
Add lines 1, 2, and 3 ..........................
4
1,514,532,085
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
1,514,532,085
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 MARKETABLE SECURITIES      
b ARTWORK D    
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 62,205,220   60,960,871 1,244,349
b 472,500     472,500
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       1,244,349
b       472,500
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 1,716,849
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 75,137
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 75,137
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 75,137
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 122,793
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 122,793
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 47,656
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow47,656 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
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 arrowWWW.CYTWOMBLY.ORG
14
The books are in care ofright arrowHELENA ANRATHER Telephone no.right arrow (212) 744-2228

Located atright arrow19 EAST 82ND STREETNEW YORKNY ZIP+4right arrow10028
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? .................
16Yes  
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrowIT
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
NICOLA DEL ROSCIO PRESIDENT
40.00
201,747 10,891 0
19 EAST 82ND STREET
NEW YORK,NY10028
DAVID BAUM SECRETARY (TO 2/2024)
3.00
0 0 0
19 EAST 82ND STREET
NEW YORK,NY10028
ELEONORA DI ERASMO MNG DIRECTOR/SECRETARY (AS OF 2/2024)
20.00
111,516 0 0
19 EAST 82ND STREET
NEW YORK,NY10028
JONAS STORSVE DIRECTOR
5.00
50,000 0 0
19 EAST 82ND STREET
NEW YORK,NY10028
PAUL WINKLER DIRECTOR (TO 1/2024)
1.00
0 0 0
19 EAST 82ND STREET
NEW YORK,NY10028
UDO BRANDHORST DIRECTOR (TO 6/2024)
1.00
0 0 0
19 EAST 82ND STREET
NEW YORK,NY10028
NICHOLAS SEROTA DIRECTOR
5.00
65,000 0 0
19 EAST 82ND STREET
NEW YORK,NY10028
SANDRA MARIONPOULOU DIRECTOR (AS OF 6/2024)
1.00
0 0 0
19 EAST 82ND STREET
NEW YORK,NY10028
CRISTIAN GRASU DIRECTOR (AS OF 6/2024)
5.00
28,323 0 0
19 EAST 82ND STREET
NEW YORK,NY10028
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
VIOREL GRASU ADMINISTRATOR
40.00
128,777 0 0
LARGO FONTANELLA BORGHESE 19
ROME   00186
IT
RAFFAELE VALANTE ADMINISTRATOR
40.00
110,908 0 0
LARGO FONTANELLA BORGHESE 19
ROME   00186
IT
PAMELA WAKOFF CONTROLLER
40.00
104,100 3,123 0
19 EAST 82ND STREET
NEW YORK,NY10028
VALENTINA DI CESARE ADMINISTRATOR
40.00
80,300 2,409 0
19 EAST 82ND STREET
NEW YORK,NY10028
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
LOCKE LORD LLP LEGAL 463,145
200 VESET STREET
NEW YORK,NY10281
UBS FINANCIAL SERVICES MANAGEMENT FEES 221,663
1285 AVENUE OF THE AMERICAS
NEW YORK,NY10019
CITI MANAGEMENT FEES 205,862
153 EAST 53RD STREET
NEW YORK,NY10022
MORGAN STANLEY MANAGEMENT FEES 181,982
522 FIFTH AVENUE
NEW YORK,NY10036
GIANNI ORIGONI LEGAL 144,780
VIA DELLE QUATTRO FONTANE 20
ROME   00184
IT
Total number of others receiving over $50,000 for professional services.............right arrow2
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
146,587,951
b
Average of monthly cash balances.......................
1b
3,060,187
c
Fair market value of all other assets (see instructions)................
1c
2,594,250
d
Total (add lines 1a, b, and c).........................
1d
152,242,388
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
152,242,388
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,283,636
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
149,958,752
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,497,938
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
7,497,938
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
75,137
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
75,137
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
7,422,801
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
7,422,801
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
7,422,801
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
7,473,143
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
25,000
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
7,498,143
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 7,422,801
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 2,937,145
b From 2020...... 9,019,939
c From 2021...... 3,941,844
d From 2022...... 3,213,050
e From 2023...... 13,563,955
f Total of lines 3a through e ........ 32,675,933
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 7,498,143
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2024 distributable amount..... 7,422,801
e Remaining amount distributed out of corpus 75,342
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 32,751,275
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
2,937,145
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
29,814,130
10 Analysis of line 9:
a Excess from 2020.... 9,019,939
b Excess from 2021.... 3,941,844
c Excess from 2022.... 3,213,050
d Excess from 2023.... 13,563,955
e Excess from 2024.... 75,342
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

ART INSTITUTE OF CHICAGO

111 SOUTH MICHIGAN AVENUE
CHICAGO,IL60603
NONE PC NON-CASH DONATION OF ART FOR EXHIBITION SUPPORT 3,800,000

DRAWING CENTER INC

35 WOOSTER STREET
NEW YORK,NY10013
NONE PC GENERAL SUPPORT 100,000

FOUNDATION FOR CONTEMPORARY ARTS INC

820 GREENWICH STREET
NEW YORK,NY10014
NONE PC SUPPORT FOR THE CY TWOMBLY AWARD FOR POETRY 50,500

SAFE HORIZON INC

2 LAFAYETTE ST 3RD FLOOR
NEW YORK,NY10017
NONE PC GENERAL SUPPORT 50,000
Total .................................right arrow 3a 4,000,500
bApproved for future payment

GALLERIA NAZIONALE D'ARTE MODERNA E CONTEMPORANEA
VIALE DELLE BELLE ARTI 131
ROME   00197
IT
NONE PC GENERAL SUPPORT 1,475,000

AMERICAN ACADEMY IN ROME
VIA ANGELO MASINA 5
ROME   00153
IT
NONE PC GENERAL SUPPORT 600,000

SAFE HORIZON INC
2 LAFAYETTE ST 3RD FLOOR
NEW YORK,NY10017
NONE PC GENERAL SUPPORT 500,000

DRAWING CENTER INC
35 WOOSTER STREET
NEW YORK,NY10013
NONE PC GENERAL SUPPORT 200,000

FOUNDATION FOR CONTEMPORARY ARTS INC
820 GREENWICH STREET
NEW YORK,NY10014
NONE PC SUPPORT FOR THE CY TWOMBLY AWARD FOR POETRY 151,500

MUSEUM OF FINE ARTS BOSTON
465 HUNTINGTON AVENUE
BOSTON,MA02115
NONE PC NON-CASH DONATION OF ART FOR EXHIBITION SUPPORT 10,750,000
Total ................................. right arrow 3b 13,676,500
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 ...........
         
4 Dividends and interest from securities ....     14 4,522,220  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 1,716,849  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCURRENCY EXCHANGE LOSS
    01 -88,642  
bINSURANCE PROCEEDS     01   110,503
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 6,150,427 110,503
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,260,930
(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.)
11B INSURANCE PROCEEDS RECEIVED IN CONJUNCTION WITH SETTLEMENT OF CLAIMS
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
CY TWOMBLY FOUNDATION
EIN:
20-2572529
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EISNER ADVISORY GROUP LLC 26,251 6,563   19,688
RSM US LLP 15,950 0   15,950

TY 2024 GeneralExplanationAttachment
Name:
CY TWOMBLY FOUNDATION
EIN:
20-2572529
Identifier Return Reference Explanation
COMPENSATION OF DISQUALIFIED PERSONS FORM 990PF, PART VII-B, LINE 1A(4) DISQUALIFIED PERSONS ARE COMPENSATED ONLY FOR PERSONAL SERVICES RENDERED IN CARRYING OUT FOUNDATION AFFAIRS. THE PERFORMANCE OF THESE PERSONAL SERVICES IS REASONABLE AND NECESSARY TO CARRYING OUT THE TAX EXEMPT PURPOSES OF THE FOUNDATION.

TY 2024 InvestmentsCorpBondsSchedule
Name:
CY TWOMBLY FOUNDATION
EIN:
20-2572529
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC COUPON RATE 3.200%; MATURES 11/21/2029; 232,273 232,273
ABBVIE INC FXD RT SR NT 4.250% 11/14/28 B/E DTD 09/18/18 30/360 369,229 369,229
ADVANCE AUTO PTS INC NT SER A 5.900% 03/09/26 B/E DTD 14,096 14,096
ADVANCE AUTO PTS INC NT SER B 5.950% 03/09/28 B/E DTD 14,128 14,128
AECOM GTD FXD RT SR NT 5.125% 03/15/27 12,875 12,875
AFLAC INC COUPON RATE 1.125%; MATURES 03/15/2026; 14,393 14,393
ALUMINUM CO AMER NTS 6.750% 01/15/28 13,591 13,591
AMER HONDA FIN CORP CALL@MW+12.50BP RATE 05.250% MATURES 07/07/26 100,774 100,774
AMERICAN AIRLINES 2014-1 CLASS 46,918 46,918
AMERICAN AXLE & MFG INC GTD FXD RT SR NT 6.500% 04/01/27 13,845 13,845
AMGEN INC COUPON RATE 5.250%; MATURES 03/02/2033; 148,959 148,959
ANHEUSER-BUSCH INBEV WORLDWIDE INC 4.000% 04/13/28 436,830 436,830
ASBURY AUTOMOTIVE GROUP INC SR NT 4.500% 03/01/28 B/E DTD 14,378 14,378
ASBURY AUTOMOTIVE GROUP INC SR NT 4.750% 03/01/30 13,093 13,093
ASCENSION HEALTH 22,738 22,738
AT&T INC COUPON RATE 2.300%; MATURES 06/01/2027; 70,806 70,806
AT&T INC FXD RT SR NT 4.300% 02/15/30 436,028 436,028
AT&T INC NTS B/E 4.100% MATURES 02/15/28 CALLABLE 97,881 97,881
BALL CORP FXD RT SR NT 4.875% 03/15/26 13,939 13,939
BALL CORP SR NT 6.000% 06/15/29 B/E DTD 05/11/23 30/360 13,094 13,094
BALL CORP SR NT 6.875% 03/15/28 B/E DTD 11/25/22 30/360 13,296 13,296
BANK AMER CORP FXD RT SR NT SER L 3.248% 10/21/27 568,577 568,577
BANK OF AMERICA CORP COUPON RATE 4.450%; MATURES 03/03/2026; 29,886 29,886
BANK OF AMERICA CORP FXD TO 072032 VAR THRAFTR 5.015% 147,063 147,063
BANNER HEALTH 20,132 20,132
BECTON DICKINSON AND CO COUPON RATE 4.693%; MATURES 02/13/2028; 99,532 99,532
BK MONTREAL QUE NTS B/E CALL@MW+15BP RATE 03.700% MATURES 06/07/25 99,541 99,541
BOEING CO SR NT 3.200% 03/01/29 B/E DTD 02/15/19 428,302 428,302
BOEING CO SR NT 5.150% 05/01/30 B/E DTD 05/04/20 30/360 14,784 14,784
BOYD GAMING CORP SR NT 4.750% 12/01/27 14,502 14,502
BP CAP MKTS AMER INC GTD NT 3.633% 04/06/30 565,566 565,566
BP CAPITAL MARKETS AMERICA INC COUPON RATE 4.893%; MATURES 09/11/2033; 145,217 145,217
BROADCOM CORP / BROADCOM CAYMAN FINANCE LTD COUPON RATE 3.875%; MATURES 01/1 147,669 147,669
CANADIAN IMPERIAL BANK CALL@MW+20BP RATE 03.945% MATURES 08/04/25 99,608 99,608
CAPITAL ONE FINANCIAL CORP 96,506 96,506
CARPENTER TECHNOLOGY CORP SR NT 6.375% 07/15/28 12,000 12,000
CARPENTER TECHNOLOGY CORP SR NT 7.625% 03/15/30 B/E DTD 13,315 13,315
CCO HLDGS LLC / CCO HLDGS CAP CORP SR NT 4.500% 05/01/32 B/E 13,763 13,763
CEDAR FAIR L P / CANADAS WONDERLAND CO / MAGNUM MGMT 12,861 12,861
CELANESE US HLDGS LLC SR NT 6.950% 11/15/33 B/E DTD 08/24/23 14,538 14,538
CENTURY CMNTYS INC SR NT 6.750% 06/01/27 10,006 10,006
CHARTER COMMUNICATIONS OPER LLC / CHARTER 12,325 12,325
CHEMOURS CO GTD FXD RT SR NT 5.375% 05/15/27 13,475 13,475
CITIGROUP INC B/E RATE 04.125% MATURES 07/25/28 97,230 97,230
CITIGROUP INC FXD TO 032030 VAR THRAFTR 4.4120% 230,690 230,690
CLEVELAND-CLIFFS INC NEW SR GTD NT 5.875% 06/01/27 10,938 10,938
CNF INC SR DEB - FULLY EXCHANGED FROM CUSIP 12612WAC CINS 13,541 13,541
CNH INDUSTRIAL NV COUPON RATE 3.850%; MATURES 11/15/2027; 146,573 146,573
COMCAST CORP GTD FXD RT NT 3.300% 02/01/27 374,724 374,724
COMMERCIAL METALS CO SR NT 3.875% 02/15/31 13,252 13,252
COMMERCIAL METALS CO SR NT 4.375% 03/15/32 B/E DTD 01/28/22 11,641 11,641
CREDIT ACCEP CORP MICH SR NT 6.625% 03/15/26 14,999 14,999
CROWDSTRIKE HLDGS INC 3.000% 02/15/29 13,652 13,652
CROWN AMERS LLC / CROWN AMERS CAP CORP V 9,754 9,754
CROWN AMERS LLC SR NT 5.250% 04/01/30 B/E DTD 10/01/22 13,625 13,625
CROWN CORK & SEAL INC DEB 7.375% 12/15/26 10,260 10,260
CSX CORP COUPON RATE 4.250%; MATURES 03/15/2029; 146,846 146,846
CUMMINS INC COUPON RATE 5.150%; MATURES 02/20/2034; 75,209 75,209
CVS HEALTH CORP COUPON RATE 5.250%; MATURES 02/21/2033; 191,718 191,718
CVS HEALTH CORP FXD RT SR NT 4.300% 03/25/28 96,875 96,875
CVS HEALTH CORP SR NT 1.875% 02/28/31 471,773 471,773
DCP MIDSTREAM OPER LP GTD FXD RT SR NT 5.375% 07/15/25 5,006 5,006
DEERE & CO COUPON RATE 3.750%; MATURES 04/15/2050; 57,827 57,827
DELL INTERNATIONAL LLC / EMC CORP COUPON RATE 6.020%; MATURES 06/15/2026; 56,821 56,821
DELTA AIR LINES INC DEL NT 7.375% 01/15/26 12,258 12,258
DUKE ENERGY CORP COUPON RATE 5.750%; MATURES 09/15/2033; 128,209 128,209
ENACT HLDGS INC 6.250% 05/28/29 B/E DTD 05/28/24 30/360 14,258 14,258
ENCOMPASS HEALTH CORP SR NT 4.500% 02/01/28 13,509 13,509
ENCOMPASS HEALTH CORP SR NT 4.750% 02/01/30 B/E DTD 14,220 14,220
ENLINK MIDSTREAM PARTNERS LP FXD RT SR NT 4.850% 07/15/26 12,972 12,972
FIRSTENERGY CORP FXD RT NTS SER B 3.900% 07/15/27 B/E DTD 12,659 12,659
FIRSTENERGY CORP NT SER A 2.050% 03/01/25 B/E DTD 02/20/20 14,901 14,901
FLUOR CORP NEW FXD RT SR NT 4.250% 09/15/28 B/E DTD 08/29/18 13,317 13,317
FORD MTR CO DEL FXD RT SR NT 4.346% 12/08/26 B/E DTD 12/08/16 12,797 12,797
FORD MTR CO DEL NT 9.625% 04/22/30 B/E DTD 04/22/20 30/360 12,686 12,686
G T E FLORIDA INC FIXED RT DEB SER E 6.860% 02/01/28 B/E DTD 14,315 14,315
GENERAL MOTORS FINL CO 198,040 198,040
GENERAL MTRS FINL CO INC SR NT 5.400% 04/06/26 B/E DTD 13,072 13,072
GILEAD SCIENCES INC COUPON RATE 5.250%; MATURES 10/15/2033; 80,289 80,289
GOLDMAN SACHS GROUP INC FXD RT SR NT SER E 3.500% 11/16/26 576,819 576,819
GOLDMAN SACHS GROUP INC NTS B/E 501,980 501,980
GOLDMAN SACHS GROUP INC/THE COUPON RATE 6.250%; MATURES 02/01/2041; 78,996 78,996
GOLDMAN SACHS GROUP INC/THE FX D TO 022032 VAR 64,655 64,655
GRIFFON CORP SR NT 5.750% 03/01/28 B/E DTD 02/19/20 30/360 14,708 14,708
H B FULLER CO NT 4.250% 10/15/28 13,172 13,172
HCA INC GTD FXD RT SR NT 5.375% 02/01/25 12,002 12,002
HEWLETT PACKARD 5BP ENTERPRISE RATE 04.900% MATURES 10/15/25 CALLABLE 99,993 99,993
HEXCEL CORP NEW SR NT 4.200% 02/15/27 2,931 2,931
HILLENBRAND INC SR NT 3.750% 03/01/31 13,111 13,111
HILTON DOMESTIC OPER CO INC SR NT 4.875% 01/15/30 13,429 13,429
HILTON WORLDWIDE FIN LLC / HILTON WORLDWIDE FIN CORP GTD 26,630 26,630
HOWMET AEROSPACE INC NT 5.900% 02/01/27 B/E DTD 01/25/07 13,272 13,272
INDIANA MICHIGAN POWER CO 37,941 37,941
JPMORGAN CHASE & CO B/E 246,188 246,188
JPMORGAN CHASE & CO FXD TO 052029 VAR THRAFTR9/3/203.7020% 33,140 33,140
JPMORGAN CHASE & CO SR NT FIXED/FLTG 2.963% 01/25/33 B/E 561,873 561,873
KEURIG DR PEPPER INC COUPON RATE 4.050%; MATURES 04/15/2032; 93,575 93,575
KRAFT HEINZ FOODS CO COUPON RATE 3.000%; MATURES 06/01/2026; 146,430 146,430
L BRANDS INC 5.250% 02/01/28 B/E DTD 01/23/18 30/360 MULTIPLE 12,799 12,799
L BRANDS INC GTD FXD RT SR NT 6.750% 07/01/36 14,228 14,228
LAMAR MEDIA CORP SR NT 3.750% 02/15/28 B/E DTD 07/15/20 13,129 13,129
LAMAR MEDIA CORP SR NT 4.875% 01/15/29 B/E DTD 09/15/20 13,450 13,450
LAREDO PETE INC NEW SR NT 9.750% 10/15/30 B/E DTD 09/25/23 12,652 12,652
M / I HOMES INC SR NT 4.950% 02/01/28 B/E DTD 01/22/20 30/360 13,524 13,524
MACYS RETAIL HLDGS INC GTD FXD RT SR NT 4.500% 12/15/34 B/E 5,826 5,826
MAGALLANES INC SR NT 4.279% 03/15/32 B/E DTD 03/15/23 30/360 8,815 8,815
MARRIOTT INTERNATIONAL INC/MD COUPON RATE 4.900%; MATURES 04/15/2029; 149,727 149,727
MGM RESORTS INTL SR NT 5.500% 04/15/27 B/E DTD 04/10/19 12,920 12,920
MGM RESORTS INTL SR NT 6.500% 04/15/32 B/E DTD 04/09/24 13,950 13,950
MORGAN STANLEY B/E 244,948 244,948
MORGAN STANLEY SR NT FIXED/FLTG SER I 6.342% 10/18/33 B/E 576,681 576,681
MOSAIC CO/THE COUPON RATE 4.050%; MATURES 11/15/2027; 97,976 97,976
MPLX LP 44,619 44,619
MURPHY OIL USA INC GTD SR NT 4.750% 09/15/29 B/E DTD 09/13/19 14,233 14,233
NORTHROP GRUMMAN CORP 47,790 47,790
NORTHROP GRUMMAN CORP COUPON RATE 4.900%; MATURES 06/01/2034; 78,057 78,057
NORTHWESTERN MEMORIAL HEALTHCARE OBLIGATED GROUP 12,268 12,268
NRG ENERGY INC FXD RT SR NT 5.750% 01/15/28 12,954 12,954
NVIDIA CORP COUPON RATE 3.500%; MATURES 04/01/2050; 55,817 55,817
OLIN CORP FXD RT SR NT 5.000% 02/01/30 B/E DTD 01/19/18 30/360 6,572 6,572
OLIN CORP SR NT 5.625% 08/01/29 B/E DTD 07/16/19 14,584 14,584
ONEMAIN FIN CORP 9.000% 01/15/29 B/E DTD 06/22/23 30/360 13,798 13,798
ONEOK INC 32,560 32,560
ORACLE CORP FXD RT NT 3.250% 11/15/27 B/E DTD 11/09/17 30/360 442,373 442,373
PACIFIC GAS & ELEC CO 1ST MTG BD 4.950% 07/01/50 13,149 13,149
PATTERSON-UTI ENERGY INC GTD FXD RT SR 14,345 14,345
PBF HLDG CO LLC / PBF FIN CORP SR NT 6.000% 02/15/28 B/E DTD 7,672 7,672
PENSKE AUTOMOTIVE GROUP INC SR SUB NT 3.500% 09/01/25 10,861 10,861
PENSKE AUTOMOTIVE GROUP INC SR SUB NT 3.750% 06/15/29 B/E 13,632 13,632
PFIZER INVT ENTER NTS /E CALL@MW+10BP RATE 04.650% MATURES 05/19/25 100,040 100,040
PG&E CORP SR SECD NT 5.250% 07/01/30 13,704 13,704
PILGRIMS PRIDE CORP NEW 6.250% 07/01/33 B/E DTD 04/19/23 13,242 13,242
PILGRIMS PRIDE CORP NEW SUSTAINABILITY LINKED SR NT 4.250% 9,214 9,214
PIONEER STRATEGIC INCOME Y 84,895 84,895
PNC BANK NA 95,676 95,676
QVC INC GTD SR SECD NT 5.450% 08/15/34 B/E DTD 08/21/14 8,631 8,631
RADIAN GROUP INC 6.625% 03/15/25 14,370 14,370
RANGE RES CORP GTD FXD RT SR NT 14,950 14,950
REGAL BELOIT CORP SR NT 6.050% 02/15/26 B/E DTD 02/15/24 14,126 14,126
RHP HOTEL PPTYS LP & RHP FIN CORP SR NT 4.750% 10/15/27 10,640 10,640
ROYAL CARIBBEAN CRUISES LTD 14,222 14,222
RTX CORP COUPON RATE 4.150%; MATURES 05/15/2045; 12,135 12,135
SABINE PASS LIQUEFACTION LLC COUPON RATE 4.500%; MATURES 05/15/2030; 96,866 96,866
SABINE PASS LIQUEFACTION LLC COUPON RATE 5.625%; MATURES 03/01/2025; 5,002 5,002
SBA COMMUNICATIONS CORP NEW SR NT 3.125% 02/01/29 13,540 13,540
SBA COMMUNICATIONS CORP NEW SR NT 3.875% 02/15/27 13,422 13,422
SEAGATE HDD CAYMAN 5.750% 12/01/34 13,472 13,472
SEAGATE HDD CAYMAN D06/01/16 04.875% ISIN#US81180WAR25 12,807 12,807
SERVICE CORP INTL SR NT 5.125% 06/01/29 12,578 12,578
SHEA HOMES LTD PARTNERSHIP / SHEA HOMES FDG CORP SR NT 6,699 6,699
SM ENERGY CO FXD RT SR NT 6.750% 09/15/26 B/E DTD 09/12/16 13,987 13,987
SM ENERGY CO FXD RT SR NTS 6.625% 01/15/27 12,984 12,984
SOUTHWESTERN ENERGY CO GTD SR NT 5.375% 02/01/29 B/E DTD 14,776 14,776
SPIRIT AEROSYSTEMS INC GTD FXD RT SR NT 3.850% 06/15/26 B/E 14,639 14,639
SPRINT CORP GTD FIXED RATE NT 7.125% 06/15/24 13,806 13,806
SPRINT CORP GTD FXD RT SR NOTE 7.625% 03/01/26 12,263 12,263
STEEL DYNAMICS INC COUPON RATE 3.450%; MATURES 04/15/2030; 92,712 92,712
TELEFLEX INC FXD RT SR NT 4.625% 11/15/27 12,598 12,598
TENET HEALTHCARE CORP SR NT 6.125% 10/01/28 B/E DTD 10/01/22 12,976 12,976
TENET HEALTHCARE CORP SR SECD 1ST LIEN NT 6.125% 06/15/30 B/E 13,890 13,890
TEXTRON INC COUPON RATE 3.650%; MATURES 03/15/2027; 47,736 47,736
T-MOBILE USA INC COUPON RATE 4.750%; MATURES 02/01/2028; 49,674 49,674
T-MOBILE USA INC SR NT 3.500% 04/15/31 B/E DTD 03/23/21 30/360 499,235 499,235
TOYOTA MOTOR CREDIT CORP 74,569 74,569
TRANSDIGM INC SR SUB NT 5.500% 11/15/27 14,739 14,739
TRI POINTE GROUP INC SR NT 5.700% 06/15/28 B/E DTD 06/10/20 3,974 3,974
TRUIST FINANCIAL CORP FXD TO 012028 VAR THRAFTR 4.873% 74,624 74,624
UNITED RENTALS NORTH AMER INC SR NT 4.000% 07/15/30 14,564 14,564
UNITED RENTALS NORTH AMER INC SR NT 5.250% 01/15/30 12,631 12,631
UNITED STATES BANCORP MEDIUM U S BANCORP MEDIUM TERM 573,376 573,376
UNITEDHEALTH GROUP INC B/E RATE 04.500% MATURES 04/15/33 CALLABLE 94,867 94,867
US BANCORP FXD TO 102032 VAR THRAFTR 5.8500% 255,608 255,608
USA COMPRESSION PARTNERS LP / USA COMPRESSION FIN CORP SR 13,043 13,043
VERIZON COMMUNICATIONS CALL@MW+25BP RATE 04.125% MATURES 03/16/27 98,862 98,862
WALMART INC 62,647 62,647
WELLS FARGO & CO CALL MW+25BP RATE 04.150% MATURES 01/24/29 96,942 96,942
WELLS FARGO & CO FXD TO 072032 VAR THRAFTR.8970% 96,561 96,561
WELLS FARGO & CO MEDIUM TERM SR NTS 5.574% 07/25/29 B/E 583,872 583,872
WESTERN DIGITAL CORP FXD RT SR NT 4.750% 02/15/26 B/E DTD 13,865 13,865
WYNDHAM DESTINATIONS INC SR NT 6.600% 10/01/25 B/E DTD 13,033 13,033
YUM BRANDS INC SR NT 4.625% 01/31/32 B/E DTD 04/01/21 30/360 14,784 14,784
YUM BRANDS INC SR NT 5.375% 04/01/32 B/E DTD 04/01/22 30/360 12,590 12,590
CARVANA AUTO RECB TR 2021-N1 A COUPON RATE 0.700%; MATURES 01/10/2028; 3,480 3,480

TY 2024 InvestmentsCorpStockSchedule
Name:
CY TWOMBLY FOUNDATION
EIN:
20-2572529
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC COM 798,584 798,584
ACCENTURE PLC IRELAND SHS CL A 67,192 67,192
ADOBE SYS INC COM 28,460 28,460
ADYEN N V ADR 14,645 14,645
AES CORP COM 41,184 41,184
AIA GROUP LTD SPONSORED ADR 25,131 25,131
AIR LIQUIDE ADR 11,384 11,384
AIR PROD & CHEM INC 369,221 369,221
AIRBNB INC CL A COM 19,186 19,186
AKZO NOBEL N V SPONSORED ADR NEW 15,940 15,940
ALCON SA ACT NOM 71,290 71,290
ALFA LAVAL AB SWEDEN ADR 16,570 16,570
ALGER SMALL CAP FOCUS FUND CLASS Z 325,838 325,838
ALLIANZ SE ADR 40,313 40,313
ALPHABET INC CL A 82,156 82,156
AMAZON COM INC COM 142,823 142,823
AMBEV S A SPONSORED ADR 9,986 9,986
AMERICAN INTL GROUP INC COM NEW 32,469 32,469
AMERICAN TOWER CORP NEW COM 36,315 36,315
APPLE INC COM 97,664 97,664
APPLIED MATLS INC COM 32,851 32,851
ASHTEAD GROUP PLC ADR 33,497 33,497
ASML HLDG N V N Y 31,882 31,882
ASSA ABLOY AB ADR 40,038 40,038
ATLAS COPCO AB SPONSORED ADR 17,324 17,324
AUTOMATIC DATA PROCESSING INC 477,735 477,735
BANCO BILBAO VIZCAYA ARGENTARIA SA 22,823 22,823
BANK AMER CORP COM 38,149 38,149
BARRICK GOLD CORP COM 24,196 24,196
BHP GROUP LTD SPONSORED ADR 13,379 13,379
BLACKROCK MID-CAP GROWTH EQ I 759,802 759,802
BOEING CO COM 47,259 47,259
BRISTOL MYERS SQUIBB CO COM 39,705 39,705
BROADCOM INC 1,687,332 1,687,332
BROOKFIELD CORP VTG SHS CL A 48,722 48,722
CAMECO CORP COM 43,270 43,270
CANADIAN NATL RY CO COM 9,136 9,136
CATERPILLAR INS COM 37,364 37,364
CENTENE CORP DEL COM 36,469 36,469
CHEVRON CORP NEW COM 491,732 491,732
CHUGAI PHARMAC 30,121 30,121
CIGNA GROUP COM 32,032 32,032
CISCO SYS INC 147,645 147,645
CME GROUP INC 284,017 284,017
COCA-COLA EUROPACIFIC PARTNERS PLC 33,873 33,873
COLOPLAST A/S SPONSORED ADR 9,014 9,014
CORNING INC 351,696 351,696
CREDICORP LTD COM 44,547 44,547
CSX CORP COM 35,110 35,110
CVS HEALTH CORP COM 29,762 29,762
DAIFUKU CO LTD ADR 9,014 9,014
DAIKIN INDS LTD ADR 17,170 17,170
DASSAULT SYS S A SPONSORED ADR 23,006 23,006
DBS GROUP HLDGS LTD SPONS ADR 86,427 86,427
DELL TECHNOLOGIES INC CL C 294,208 294,208
DIAGEO PLC SPONSORED ADR NEW 29,748 29,748
DISCO CORP ADR 12,860 12,860
DSM-FIRMENICH AG SPONSORED ADR 23,648 23,648
EATON CORP PLC SHS 561,856 561,856
ELI LILLY & CO 924,084 924,084
ENN ENERGY HLDGS LTD ADR 15,162 15,162
EPAM SYS INC COM 44,426 44,426
EPIROC AKTIEBOLAG ADR 11,753 11,753
EQUINIX INC COM 37,716 37,716
ERSTE BK GROUP AG SPONS ADR 44,067 44,067
EVENTIDE HEALTHCARE & LIFE SCIENCES FUND 345,073 345,073
EXPERIAN PLC SPON ADR 26,535 26,535
EXXON MOBIL CORP 233,319 233,319
FANUC CORPORATION ADR 20,916 20,916
FASTENAL CO 126,490 126,490
FIRSTENERGY CORP COM 32,301 32,301
FOMENTO ECONOMICO MEX S A B DE C V 23,082 23,082
FREEPORT-MCMORAN INC CL B 35,338 35,338
GENL DYNAMICS CORP 150,980 150,980
GENMAB A/S SPONSORED ADR 7,033 7,033
GQG PARTNERS EMERGING MARKETS EQUITY FUND 2,069,495 2,069,495
GRAINGER W W INC COM 44,270 44,270
GRUPO FINANCIERO BANORTE SAB DE CV 8,667 8,667
GSK PLC SPONSORED ADR NEW 24,790 24,790
HAIER SMART HOME CO LTD ADR 15,638 15,638
HALEON PLC ADR 61,523 61,523
HDFC BK LTD ADR REPSTG 28,673 28,673
HEINEKEN N V SPONS ADR 15,037 15,037
HOME DEPOT INC 538,751 538,751
HP INC COM 175,713 175,713
ICON PLC LTD SHS 8,598 8,598
ILL TOOL WORKS INC 272,070 272,070
INFINEON TECHNOLOGIES AG I 30,387 30,387
ING GROEP N V ADR 43,829 43,829
INTERCONTINENTAL EXCHANGE INC COM 11,325 11,325
INTUIT COM 36,453 36,453
INTUITIVE SURGICAL INC COM NEW 38,625 38,625
JPMORGAN BETABUILDERS DEVELOPED ASIA PAC EX-JAPAN ETF 1,508,813 1,508,813
JOHNSON & JOHNSON 325,684 325,684
JPMORGAN CHASE & CO 507,466 507,466
KEURIG DR PEPPER INC COM 264,540 264,540
KINDER MORGAN INCORP 219,912 219,912
KOMATSU LTD SPONSORED ADR NEW 13,441 13,441
KUBOTA CORP ADR FORMERLY KUBOTA LTD ADR 16,765 16,765
LINDE PLC NEW SHS 15,491 15,491
LOCKHEED MARTIN CORP 354,250 354,250
LOREAL CO ADR 24,432 24,432
LOWES COS INC COM 38,748 38,748
LVMH MOET HENNESSY LOUIS VUITTON ADR 24,962 24,962
MAGNA INTERNATIONAL INC COM 17,552 17,552
MANULIFE FINL CORP COM 30,986 30,986
MARATHON PETE CORP COM 28,040 28,040
MARSH & MCLENNAN COS INC 561,824 561,824
MATTHEWS JAPAN FUND 875,896 875,896
MC DONALDS CORP 571,663 571,663
MERCADOLIBRE INC COM 15,304 15,304
MERCK & CO INC NEW COM 700,041 700,041
META PLATFORMS INC CL A 112,418 112,418
METLIFE INC COM 33,243 33,243
MFS MID CAP VALUE 2,398,970 2,398,970
MICHELIN COMPAGNIE GENERALE DES ESTABLISHMENTS 26,978 26,978
MICROSOFT CORP 691,682 691,682
MONDELEZ INTL INC COM 616,772 616,772
MONOTARO CO LTD ADR 35,343 35,343
MONSTER BEVERAGE CORP NEW COM 27,962 27,962
MORGAN STANLEY COM NEW 36,459 36,459
MUNICH RE GROUP ADR 30,531 30,531
NESTLE SA SPONSORED ADR 20,425 20,425
NETFLIX INC COM 64,175 64,175
NEXTERA ENERGY INC 549,145 549,145
NIDEC CORP SPONS ADR 9,183 9,183
NOVO NORDISK A.S. ADR 6,624 6,624
NOVOZYMES NOVOZYMES B SPONS ADR 8,085 8,085
NVIDIA CORP COM 181,694 181,694
ONEOK INC 224,896 224,896
OTIS WORLDWIDE CORP COM 93 93
OTSUKA HLDGS CO LTD ADR 34,138 34,138
PALO ALTO NETWORKS INC COM 36,756 36,756
PAN PAC INTL HLDGS CORP ADR 37,617 37,617
PAYCHEX INC 320,823 320,823
PAYPAL HLDGS INC COM 33,969 33,969
PEPSICO INC NC 603,070 603,070
PERUSAHAAN PERSEROAN PERSERO 10,413 10,413
PG&E CORP COM 43,548 43,548
PHILIP MORRIS INTL INC COM 32,856 32,856
PHILLIPS 66 COM 310,004 310,004
PING AN INS GROUP CO CHINA LTD SPON 7,194 7,194
PNC FINL SVCS GP 582,021 582,021
PPL CORPORATION 305,384 305,384
PROCTER & GAMBLE 659,200 659,200
PROLOGIS INC COM 184,235 184,235
QUALCOMM INC 251,015 251,015
REALTY INCOME CORP 354,055 354,055
RENTOKIL INITIAL PLC SPONS 18,661 18,661
RIO TINTO PLC SPONSORED ADR 13,938 13,938
ROCHE HLDGS LTD SPONSORED ADR 50,332 50,332
RTX CORPORATION 216,975 216,975
S&P GLOBAL INC COM 35,858 35,858
SAFRAN S A ADR 40,439 40,439
SALESFORCE INC COM 55,499 55,499
SAP SE SPONSORED ADR 32,500 32,500
SCHNEIDER UNSP ADR 28,096 28,096
SELECT SECTOR SPDR TR FINANCIAL 42,869 42,869
SEMPRA 453,776 453,776
SHELL PLC SPONSORED 30,072 30,072
SHERWIN-WILLIAMS CO COM 32,973 32,973
SHIMANO SHS UNSPONSORED 6,744 6,744
SHIONOGI & CO LTD ADR 9,653 9,653
SONOVA HLDG AG ADR 11,057 11,057
SONY GROUP CORP AMERN SH 61,618 61,618
SOUTHWEST AIRLS CO COM 28,476 28,476
STARBUCKS CORP COM 9,216 9,216
STRYKER CORP COMMON 30,604 30,604
SYMRISE AG ADR 38,189 38,189
SYSMEX CORP ADR 22,155 22,155
TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR 80,378 80,378
TARGET CORP COM 32,578 32,578
TECHNIPFMC LIMITED REGISTERED SHS 32,181 32,181
TECHTRONICS IND LTD SPON ADR 10,694 10,694
TENCENT HLDGS LTD ADR 21,697 21,697
TERADATA CORP DEL COM 18,659 18,659
TESLA INC COM 32,307 32,307
TEXAS INSTRUMENTS 451,712 451,712
THERMO FISHER SCIENTIFIC INC COM 44,740 44,740
TOTALENERGIES SE SPONS ADR 19,947 19,947
TRAVELERS COMPANIES INC COM 604,634 604,634
UBER TECHNOLOGIES INC COM 39,751 39,751
UNICHARM CORP SPONSORED ADR 7,282 7,282
UNILEVER PLC SPON ADR NEW 22,623 22,623
UNION PAC CORP COM 28,961 28,961
UNITED PARCEL SER INC CL-B 90,792 90,792
UNITEDHEALTH GROUP INC COM 52,609 52,609
VERIZON COMMUNICATIONS INC COM 52,907 52,907
VISA INC COM CL A 95,444 95,444
WEC ENERGY GROUP INC COM 201,998 201,998
WELLS FARGO & CO NEW COM 29,150 29,150
WILLIAMS CO INC 757,193 757,193
WORKDAY INC CL A 34,576 34,576
ZOETIS INC COM 25,743 25,743
ZTO EXPRESSCAYMAN INC SPONS ADR 10,889 10,889

TY 2024 InvestmentsGovtObligationsSch
Name:
CY TWOMBLY FOUNDATION
EIN:
20-2572529
US Government Securities - End of Year Book Value:

7,340,613
US Government Securities - End of Year Fair Market Value:

7,340,613
State & Local Government Securities - End of Year Book Value:


6,578,695
State & Local Government Securities - End of Year Fair Market Value:


6,578,695


TY 2024 InvestmentsOtherSchedule2
Name:
CY TWOMBLY FOUNDATION
EIN:
20-2572529
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESCO GLOBAL CLEAN ENERGY ETF FMV 146,708 146,708
INVESCO S&P 500 EQUAL WEIGHT ETF FMV 23,583,505 23,583,505
JP MORGAN TR I EMERGING MKTS EQUITY FUND CLASS I FMV 1,314,908 1,314,908
SPDR SER TR S&P 400 MID CAP GROWTH ETF FMV 371,107 371,107
SPDR SER TR S&P 600 SMALL CAP GROWTH ETF FMV 365,827 365,827
THE ISHARES CORE MSCI EUROPE ETF FMV 2,302,895 2,302,895
UBS US DIVIDEND RULER PRICE FUND CLASS P FMV 492,541 492,541
UBS US QUALITY GROWTH AT REASONABLE PRICE FUND FMV 2,039,025 2,039,025
VANGUARD TOTAL BD MARKET ETF FMV 5,909,276 5,909,276
VANGUARD HIGH DIVID YIELD ETF FMV 382,770 382,770
VANGUARD S&P 500 ETF FMV 344,838 344,838
VANGUARD SCOTTSDALE FDS VANGUARD LONG-TERM TREAS FMV 2,227,118 2,227,118
EATON VANCE FLOATING RATE FUND FMV 1,067,674 1,067,674
GMO OPPORTUNISTIC INCOME FUND FMV 1,665,885 1,665,885
GOLDMAN SACHS EMERGING MARKETS EQUITY INSIGHTS FUND FMV 744,967 744,967
GUGGENHEIM TOTAL RETURN BOND FUND INSTITUTIONAL FMV 8,865,851 8,865,851
ISHARES INC CORE MSCI EMERGING MKTS ETF FMV 730,976 730,976
ISHARES INTM GOV/CR BD ETF FMV 4,072,370 4,072,370
ISHARES MSCI EUROZONE ETF FMV 2,461,858 2,461,858
ISHARES MSCI SWITZ ETF FMV 502,527 502,527
ISHARES MSCI UNTD KINGDOM ETF FMV 1,672,050 1,672,050
ISHARES RUSSELL 1000 GRW ETF FMV 8,386,998 8,386,998
ISHARES RUSSELL MID-CAP GROWTH ETF FMV 558,207 558,207
ISHARES RUSSELL MID-CAP VALUE ETF FMV 2,537,651 2,537,651
ISHARES TR CORE S&P 500 ETF FMV 3,930,028 3,930,028
ISHARES TR CORE S&P 500 ETF FMV 347,158 347,158
ISHARES TR MSCI EAFE ETF FMV 1,029,506 1,029,506
LORD ABBETT ULTRA SHORT BOND FUND FMV 1,059,624 1,059,624
PIMCO INVESTMENT GRADE CREDIT BOND FUND FMV 947,355 947,355
PRINCIPAL SPECTRUM PREFERRED AND CAPITAL SECURITIES FMV 1,048,206 1,048,206
TCW EMERGING MARKETS INCOME FUND FMV 2,187,332 2,187,332

TY 2024 LandEtcSchedule2
Name:
CY TWOMBLY FOUNDATION
EIN:
20-2572529
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
LAND 640,000 0 640,000 640,000
BUILDINGS 27,419,895 7,922,320 19,497,575 19,497,575
BUILDING IMPROVEMENTS 1,786,315 600,770 1,185,545 1,185,545
FURNITURE & EQUIPMENT 255,589 222,979 32,610 32,610


TY 2024 LegalFeesSchedule
Name:
CY TWOMBLY FOUNDATION
EIN:
20-2572529
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LOCKE LORD LLP 478,145 0   478,145
GIANNI & ORIGONI 144,780 0   144,780
IMPRESA SERVIZI SRLS 37,440 0   37,440
STUDIO LEGALE GUILI 37,440 0   37,440
DENTONS LLP 19,890 0   19,890


TY 2024 OtherAssetsSchedule
Name:
CY TWOMBLY FOUNDATION
EIN:
20-2572529
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ARTWORK 1,343,694,743 1,345,694,743 1,345,694,743
SECURITY DEPOSITS 2,919 2,919 2,919
PREPAID DEBIT CARDS 21,201 19,664 19,664
WEBSITE, NET 23,254 56,652 56,652


TY 2024 OtherExpensesSchedule
Name:
CY TWOMBLY FOUNDATION
EIN:
20-2572529
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ART HANDLING & RELATED EXPENSES 652,586 0   652,586
SETTLEMENT 600,000 0   0
INSURANCE 356,088 0   356,088
OFFICE & MISCELLANEOUS EXPENSE 98,009 0   98,009
CATALOGS, PHOTOS, PROMOTION 167,377 0   167,377
COMMISSION EXPENSE 70,875 70,875   0
SECURITY EXPENSE 22,705 0   22,705
REPAIRS AND MAINTENANCE 8,867 0   8,867
COMPUTER EXPENSES 6,337 0   6,337
PACKING AND SHIPPING 1,909 0   1,909
BANK SERVICE CHARGES 1,711 1,711   0
FILING FEE 1,500 0   1,500


TY 2024 OtherIncomeSchedule2
Name:
CY TWOMBLY FOUNDATION
EIN:
20-2572529
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CURRENCY EXCHANGE LOSS -88,642 -88,642 -88,642
INSURANCE PROCEEDS 110,503   110,503


TY 2024 OtherIncreasesSchedule
Name:
CY TWOMBLY FOUNDATION
EIN:
20-2572529
Description Amount
UNREALIZED GAIN ON INVESTMENTS 7,072,186
UNREALIZED APPRECIATION ON DONATION OF ARTWORK 800,000


TY 2024 OtherProfessionalFeesSchedule
Name:
CY TWOMBLY FOUNDATION
EIN:
20-2572529
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 609,507 609,507   0
CONFERENCE CONSULTING FEES 17,611 0   17,611
PROGRAM CONSULTING FEES 37,101 0   37,101
INVESTMENT PORTFOLIO CONSULTING 26,551 26,551   0


TY 2024 TaxesSchedule
Name:
CY TWOMBLY FOUNDATION
EIN:
20-2572529
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROPERTY TAXES 110,368 0   110,368
EXCISE TAXES 50,000 0   0
FOREIGN WITHHOLDING TAXES 4,708 4,708   0