Sealed proof · filed Form 990-PF
AJ AND SIGISMUNDA PALUMBO CHARITABLE TRUST
EIN 25-6168159, tax year April 1, 2024 to March 31, 2025. The return the foundation filed, as the IRS published it, with its arithmetic re-done exactly and sealed September 28, 2026.
Listed in the IRS register as A J & SIGISMUNDA PALUMBO CHARITABLE TR 35008-5. The name above is as written on the return; the EIN is the same foundation.
This is the latest return the IRS has published for this foundation, for the tax year ended 2025-03-31. The IRS received it on February 13, 2026.
The answer
Nothing carried into the next year: the return shows the year’s amount paid within the year.
Every line we re-do agrees with the return as filed.
Keep this record for the foundation, year on year: the Filing Record, the foundation’s own order, cancellable in writing for a full refund until thirty days after the filing deadline.
Qualifying distributions1.08×
the distributable amount (Part XI ÷ Part X)
Carried to next year$0
undistributed income, Part XII: nothing carried into the next year
Distributions as a rate5.2%
of net noncharitable-use assets; the legal test is the distributable amount, not this rate
Assets at fair market value$62.3M
end of the tax year, Part II
Largest listed stock1.6%
037833100 APPLE INC
If that stock halved−0.8%
of total assets, from that one name
Filing Record: $2,600 a year, direct or at cost through the firm that prepares the return. This page stays whether or not the foundation buys anything. Cancel in writing for any reason, any time up to 30 days after your statutory 990-PF filing deadline (or 12 months from invoice, whichever is earlier): the year is refunded in full to the payer, and seals already generated remain checkable. Or write to a person →
Nothing here can be changed quietly. Try it
AJ AND SIGISMUNDA PALUMBO CHARITABLE TRUST · Form 990-PF, year ended March 31, 2025checking
Recomputing the seal in your browser…
The foundation’s own public return, sealed through the same free action as yours. Your edits stay in this page: nothing is sent and nothing is saved. A sealed copy shows nothing changed; it does not show the original was correct.
This page’s own short link: paretoalphasystems.com/p/16fe9fed18ed — it fits on a printed page, and whoever opens it can run the same check.
The return’s own arithmetic, re-done
| Line | As filed | Recomputed | Result |
|---|---|---|---|
| Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6) | $3,149,834 | $3,149,833.65 | recomputes, within the form's whole-dollar rounding (difference $0.35) |
| Excise tax: 1.39% of net investment income (Part V line 1) | $124,942 | $124,942.1655 | recomputes, within the form's whole-dollar rounding (difference −$0.1655) |
| Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7) | $3,064,892 | $3,064,892 | recomputes exactly |
Where the assets sit, at fair market value
| Part II line | Fair market value | Share of assets |
|---|---|---|
| Cash (line 1) | $2,280 | <0.1% |
| Savings and temporary cash investments (line 2) | $711,738 | 1.1% |
| Corporate stock (line 10b) | $19.8M | 31.7% |
| Other investments (line 13) | $41.8M | 67.1% |
The ten largest listed stocks, of 985 on the schedule
The schedule ties to Part II line 10b exactly. It behaves like 98.6 equal holdings; the ten largest are 25.5% of the listed stock.
| Stock, as listed | Fair market value | Share of assets |
|---|---|---|
| 037833100 APPLE INC | $1M | 1.6% |
| 594918104 MICROSOFT CORP | $842,000 | 1.4% |
| 67066G104 NVIDIA CORP | $805,697 | 1.3% |
| 023135106 AMAZON COM INC | $539,197 | 0.9% |
| 02079K305 ALPHABET INC/CA-CL A | $497,477 | 0.8% |
| 30303M102 META PLATFORMS INC | $380,974 | 0.6% |
| 084670702 BERKSHIRE HATHAWAY I | $293,984 | 0.5% |
| 11135F101 BROADCOM INC | $236,746 | 0.4% |
| 88160R101 TESLA INC | $219,509 | 0.4% |
| 46625H100 JPMORGAN CHASE & CO | $209,486 | 0.3% |
Largest other investments (line 13), as listed
| SMITHFIELD EQUITIES | $21.4M | 34.4% |
| 46432F842 ISHARES CORE MSCI EA | $2.6M | 4.1% |
| 97717X669 WISDOMTREE U.S. QUAL | $2.5M | 3.9% |
| 992320200 UNITY SELECT FUND LL | $1.6M | 2.5% |
| 057071854 BAIRD AGGREGATE BOND | $1.5M | 2.4% |
What the foundation answered on the form
- Part VI-B 4a: did the foundation invest during the year in a manner that would jeopardize its charitable purposes? No
- Part VI-B 4b: did it make any investment in a prior year that could jeopardize its charitable purpose and that had not been removed from jeopardy? No
- Part VI-B 3a: did it hold more than a 2% direct or indirect interest in any business enterprise? No
- Part VI-B 3b: did it have excess business holdings? Not answered (3a is “No”, so the form does not ask 3b. Our note; not part of the seal.)
- Part VI-B 2a: did it have undistributed income for prior years? No
Quoted as filed. These are the foundation’s own answers; this page does not test them.
Control statement · nine controls
Nine controls, read from the return.
Each control reads one part of the filed return and states a fact in a fixed vocabulary: agrees, differs, reported, not reported, not applicable, not checked. Whether any of it met a requirement is counsel’s question, not this page’s.
Recomputed each time the page is read; not part of the seal. The seal covers the body above (controls v2, kernel@2026-09-15.1).
This return: 4 agree, 4 reported, 1 not checked.
| Control | Reads | Result | Detail |
|---|---|---|---|
| Minimum investment return | Part IX line 6 against 5% of line 5, prorated for a short year | agrees | Filed $3,149,834; recomputed $3,149,833.65; agrees within the form's whole-dollar rounding. |
| Excise tax | Part V line 1 against 1.39% of net investment income | agrees | Filed $124,942; recomputed $124,942.16; agrees within the form's whole-dollar rounding. |
| Distributable amount | Part X line 7 against the form's own chain from line 1 | agrees | Filed $3,064,892; recomputed $3,064,892; agrees to the dollar. |
| Payout coverage | Part XI total against Part X line 7 | reported | Qualifying distributions $3,297,224 against a distributable amount of $3,064,892 (1.08×). |
| Payout deadline | Part XII undistributed income and the date it falls due | reported | Part XII reports $0 undistributed income for the year ended 31 March 2025: nothing carried into the next year, so nothing from this year falls due by 31 March 2026. |
| Holdings tie-out | The corporate-stock schedule against Part II line 10b | agrees | 985 listed holdings sum to Part II line 10b exactly; the largest is 1.6% of total assets. |
| The foundation's own answers | Part VI-B 2a, 3a, 3b, 4a and 4b, each answered | reported | All 4 answered No (3b not asked: 3a is No). |
| Filing timeliness | The e-file timestamp beside the original due date and the extension window, each with its IRC §7503 roll to the next business day | reported | Return timestamped 13 February 2026; the original due date was 15 August 2025; the six-month extension window ended 15 February 2026 (a Sunday, so 17 February 2026 under IRC §7503). Whether an extension was granted is not visible in the e-file; the timestamp is the preparer software's, not the IRS receipt. |
| Year-to-year continuity | This year's opening balances against last year's closing | not checked | Needs the prior year's return; one sealed year cannot check itself. |
A line that differs is the return’s figure beside the recomputed one, as filed and as recomputed. The return may carry a reason this page cannot read: a schedule filed on paper, an election, a later amendment. It is not a finding. The page is not indexed. It is read by whoever holds the link: the person who asked for it, and anyone the foundation sends it to, its preparer first.
Year-to-year continuity needs two filed years on record. The years, below, reads this foundation’s filed returns in order and holds each against the one before.
The calendar ahead
A payout is owed on last year’s assets, whatever this year’s market does.
Recomputed each time the page is read; not part of the seal. The seal covers the body above (forward v2, kernel@2026-09-15.1). Read against October 8, 2026.
| By | What | Amount | Basis |
|---|---|---|---|
| August 17, 2026 Passed | Excise tax on the year ending 31 March 2026, due with that return by 15 August 2026 (a Saturday, so 17 August 2026 under IRC §7503). That date has passed; the figure for that year is on its own return, not this one. | $124,942 | Projected under the assumptions below |
| March 31, 2027 | Distributable amount for the year ending 31 March 2026, to be paid out | $3,024,891 | Projected under the assumptions below |
If net noncharitable-use assets fell 20% over the year ending March 31, 2026: what is owed now, nothing from Part XII, is unchanged; the following year’s minimum investment return would be $2,519,866, $629,966 less than the projection.
The assumptions, the forward kernel proof, and what was refused
- Net noncharitable-use assets for the year ending 31 March 2026 equal this return's Part IX line 5, $62996673; the thirteen-month average is not observable from a filing.
- Net investment income for that year equals this return's, $8988645.
- No recoveries, income tax or deduction next year; the rates stay 5% and 1.39%; a full tax year.
- The fall shown is 20% of net noncharitable-use assets, applied to next year's average only; what is already owed was computed on this year's average and is unchanged.
- Forward kernel proof (the projection’s own, recomputed, not sealed)
dda04b5da7495234…· kernel@2026-09-15.1 · forward v2, controls v2
- A projection under the stated assumptions, from the foundation's own filed figures; not a forecast, not advice.
- The foundation's preparer computes the actual amounts from the year's monthly values; this page states what the last return implies if nothing changes.
- What is already owed was computed on last year's average assets and does not change with this year's market.
The years · carryover chain
One return is one year. The payout is kept across six.
What a foundation leaves undistributed is due by the end of the next tax year, and what it distributes beyond the year’s amount may be applied in the five years after. So what is owed, and what may be set against it, is only readable across the filed years. The IRS publishes those years; this reads them in order, re-adds each Part XII, and holds each year’s opening lines against the year before’s closing lines.
Sealed under a hash of their own the first time they are opened; not part of the seal above.
Up to six filed returns, read from the IRS and sealed under one hash, at a page of their own. Nothing about you is recorded.
The seal
Recomputed just now: it matches what was sealed on September 28, 2026. Anyone can check it without us.
For your auditor: what this hash is over, and how to check it from the IRS’s own file
proof
16fe9fed18edf16c3fc4c30a1da5d17ac639d23abcd859cc8d67c43363bcef1a · recomputed now, matchesreturn Form 990-PF, IRS object
202610449349100906, schema 2024v5.2 — the file as the IRS published it hashes to 2ddc89f5f707e753…source file
202610449349100906_public.xml inside 2026_TEOS_XML_02A.zip at irs.gov — not part of the seal; fetch it yourself with verify_proof.py 16fe9fed18ed --fetcharithmetic
kernel@2026-09-15.1 · kernel proof 02f8f8130a9968b3…rules
b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b · commit 7dd856f88a5e — the digest of the 990-PF rules this proof was sealed under (body v2); a proof of the same return under later rules names this hash as supersededThis page is not listed on this site and asks search engines not to index it. It is reached by its link, which whoever asked for it holds.
This foundation’s finance lead or counsel: to add a note beside this page, ask for a correction, or keep the record, write to us.
11,842 foundation returns re-done by the same code; in 11,827 every line we recompute agrees. The study.
This page stays whether or not the foundation buys anything.
Filing Record: $2,600 a year, direct or carried at cost by the firm that prepares the return.
The program, and the full body that was hashed
let total_assets_fmv = 62301298 USD let mix_cash = share(2280 USD, total_assets_fmv) let mix_savings = share(711738 USD, total_assets_fmv) let mix_stock = share(19761418 USD, total_assets_fmv) let mix_other = share(41825862 USD, total_assets_fmv) let net_noncharitable_assets = 62996673 USD let mir_filed = 3149834 USD let mir_recomputed = net_noncharitable_assets * 5% let mir_difference = mir_filed - mir_recomputed let net_investment_income = 8988645 USD let excise_filed = 124942 USD let excise_recomputed = net_investment_income * 1.39% let excise_difference = excise_filed - excise_recomputed let distributable_filed = 3064892 USD let distributable_recomputed = 3149834 USD - 124942 USD + 40000 USD - 0 USD let distributable_difference = distributable_filed - distributable_recomputed let qualifying_distributions = 3297224 USD let payout_coverage = qualifying_distributions / distributable_filed let payout_rate = share(qualifying_distributions, net_noncharitable_assets) let undistributed_to_next_year = 0 USD let stocks = [1016467 USD, 842000 USD, 805697 USD, 539197 USD, 497477 USD, 380974 USD, 293984 USD, 236746 USD, 219509 USD, 209486 USD, 196567 USD, 182940 USD, 156631 USD, 146126 USD, 135386 USD, 125789 USD, 121229 USD, 120400 USD, 119464 USD, 113512 USD, 112303 USD, 110680 USD, 96830 USD, 95983 USD, 85839 USD, 84147 USD, 83366 USD, 83350 USD, 81716 USD, 78050 USD, 77556 USD, 76508 USD, 75410 USD, 73759 USD, 73441 USD, 70437 USD, 70253 USD, 70122 USD, 68577 USD, 68097 USD, 67668 USD, 67356 USD, 66450 USD, 66351 USD, 63573 USD, 63125 USD, 60102 USD, 59288 USD, 59214 USD, 58414 USD, 58092 USD, 57970 USD, 57779 USD, 57016 USD, 55173 USD, 53984 USD, 53911 USD, 53536 USD, 53163 USD, 52750 USD, 52189 USD, 52074 USD, 51717 USD, 51393 USD, 51062 USD, 50810 USD, 49957 USD, 49792 USD, 49470 USD, 49361 USD, 49173 USD, 47643 USD, 47286 USD, 46277 USD, 46069 USD, 45699 USD, 45594 USD, 45582 USD, 45498 USD, 44801 USD, 44485 USD, 44451 USD, 43832 USD, 43483 USD, 43363 USD, 43239 USD, 43233 USD, 43032 USD, 42413 USD, 41981 USD, 41693 USD, 41073 USD, 40795 USD, 40633 USD, 39840 USD, 39831 USD, 39738 USD, 39722 USD, 39719 USD, 39681 USD, 39533 USD, 39461 USD, 39270 USD, 39205 USD, 38801 USD, 38058 USD, 37651 USD, 37548 USD, 37392 USD, 36917 USD, 36517 USD, 36280 USD, 36239 USD, 36169 USD, 36046 USD, 35696 USD, 35324 USD, 34528 USD, 34434 USD, 34272 USD, 34113 USD, 34031 USD, 33995 USD, 33967 USD, 33872 USD, 33787 USD, 33728 USD, 33707 USD, 33542 USD, 33167 USD, 33152 USD, 32948 USD, 32622 USD, 32146 USD, 31171 USD, 31057 USD, 30533 USD, 30522 USD, 30243 USD, 29930 USD, 29710 USD, 29629 USD, 29570 USD, 29372 USD, 29281 USD, 28920 USD, 28644 USD, 28629 USD, 28530 USD, 28493 USD, 27936 USD, 27923 USD, 27872 USD, 27781 USD, 27586 USD, 27564 USD, 27236 USD, 26877 USD, 26618 USD, 26582 USD, 26247 USD, 25893 USD, 25837 USD, 25729 USD, 25530 USD, 25383 USD, 25276 USD, 25269 USD, 25033 USD, 24960 USD, 24789 USD, 24639 USD, 24532 USD, 24517 USD, 24203 USD, 24122 USD, 23874 USD, 23809 USD, 23700 USD, 23390 USD, 23322 USD, 23306 USD, 23211 USD, 23040 USD, 22877 USD, 22771 USD, 22747 USD, 22560 USD, 22321 USD, 22219 USD, 22198 USD, 21832 USD, 21745 USD, 21697 USD, 21549 USD, 21460 USD, 21364 USD, 21300 USD, 21237 USD, 21232 USD, 21189 USD, 21168 USD, 21157 USD, 21141 USD, 21135 USD, 21051 USD, 20904 USD, 20885 USD, 20733 USD, 20483 USD, 20435 USD, 20228 USD, 20156 USD, 20120 USD, 19958 USD, 19903 USD, 19591 USD, 19558 USD, 19445 USD, 19358 USD, 19348 USD, 19262 USD, 19258 USD, 19253 USD, 19200 USD, 19066 USD, 19050 USD, 18935 USD, 18867 USD, 18857 USD, 18771 USD, 18768 USD, 18755 USD, 18711 USD, 18601 USD, 18505 USD, 18391 USD, 18359 USD, 18316 USD, 18292 USD, 18269 USD, 18257 USD, 18250 USD, 18211 USD, 18136 USD, 17746 USD, 17541 USD, 17436 USD, 17423 USD, 17383 USD, 17329 USD, 17300 USD, 17270 USD, 17250 USD, 17198 USD, 17040 USD, 17028 USD, 16963 USD, 16958 USD, 16952 USD, 16942 USD, 16912 USD, 16838 USD, 16833 USD, 16724 USD, 16704 USD, 16625 USD, 16555 USD, 16503 USD, 16496 USD, 16460 USD, 16341 USD, 16303 USD, 16277 USD, 16243 USD, 16176 USD, 16145 USD, 16069 USD, 16033 USD, 15940 USD, 15899 USD, 15863 USD, 15859 USD, 15839 USD, 15819 USD, 15805 USD, 15743 USD, 15647 USD, 15569 USD, 15554 USD, 15400 USD, 15377 USD, 15297 USD, 15229 USD, 15195 USD, 15089 USD, 15070 USD, 15056 USD, 15045 USD, 15040 USD, 15035 USD, 14919 USD, 14855 USD, 14817 USD, 14816 USD, 14787 USD, 14616 USD, 14510 USD, 14496 USD, 14493 USD, 14442 USD, 14414 USD, 14380 USD, 14333 USD, 14327 USD, 14274 USD, 14171 USD, 14151 USD, 14054 USD, 14042 USD, 13988 USD, 13965 USD, 13951 USD, 13900 USD, 13874 USD, 13867 USD, 13776 USD, 13752 USD, 13732 USD, 13681 USD, 13624 USD, 13592 USD, 13548 USD, 13532 USD, 13518 USD, 13470 USD, 13462 USD, 13179 USD, 13156 USD, 13133 USD, 13094 USD, 13093 USD, 13014 USD, 12961 USD, 12919 USD, 12827 USD, 12794 USD, 12758 USD, 12709 USD, 12702 USD, 12691 USD, 12689 USD, 12659 USD, 12623 USD, 12590 USD, 12573 USD, 12566 USD, 12553 USD, 12527 USD, 12517 USD, 12482 USD, 12466 USD, 12462 USD, 12392 USD, 12304 USD, 12294 USD, 12262 USD, 12256 USD, 12180 USD, 12178 USD, 12162 USD, 12161 USD, 12120 USD, 12118 USD, 12084 USD, 11941 USD, 11924 USD, 11822 USD, 11818 USD, 11813 USD, 11767 USD, 11756 USD, 11708 USD, 11693 USD, 11650 USD, 11636 USD, 11627 USD, 11416 USD, 11386 USD, 11302 USD, 11195 USD, 11185 USD, 11172 USD, 11117 USD, 11090 USD, 11085 USD, 11075 USD, 11064 USD, 11018 USD, 11010 USD, 11001 USD, 10933 USD, 10923 USD, 10900 USD, 10897 USD, 10861 USD, 10859 USD, 10851 USD, 10702 USD, 10685 USD, 10649 USD, 10631 USD, 10584 USD, 10574 USD, 10473 USD, 10436 USD, 10392 USD, 10330 USD, 10330 USD, 10253 USD, 10149 USD, 10117 USD, 10113 USD, 10052 USD, 9962 USD, 9957 USD, 9858 USD, 9843 USD, 9809 USD, 9803 USD, 9792 USD, 9751 USD, 9744 USD, 9627 USD, 9592 USD, 9550 USD, 9478 USD, 9462 USD, 9447 USD, 9443 USD, 9411 USD, 9399 USD, 9330 USD, 9307 USD, 9280 USD, 9278 USD, 9206 USD, 9198 USD, 9187 USD, 9107 USD, 9083 USD, 9083 USD, 9 … (11816 characters; the full program is in the body below)
{
"mix": [
{
"fmv": "2280",
"line": "cash",
"label": "Cash (line 1)",
"share": "0.0000365963482815398163935525067231"
},
{
"fmv": "711738",
"line": "savings",
"label": "Savings and temporary cash investments (line 2)",
"share": "0.0114241279531607832632957342237"
},
{
"fmv": "19761418",
"line": "stock",
"label": "Corporate stock (line 10b)",
"share": "0.317191112133811401489580522062"
},
{
"fmv": "41825862",
"line": "other",
"label": "Other investments (line 13)",
"share": "0.671348163564746275430730191207"
}
],
"kind": "public-filing-990pf",
"lens": "AXIOM",
"build": {
"commit": "7dd856f88a5ecf553ea48f52397c50a503af0e0d",
"digest": "b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b"
},
"filer": {
"ein": "256168159",
"name": "AJ AND SIGISMUNDA PALUMBO CHARITABLE TRUST"
},
"scope": [
"Every figure here is the foundation's own filed return or exact arithmetic on it; nothing is estimated.",
"A 990-PF is a year-end snapshot. Prudence is judged at the time of each decision, which a filing cannot show.",
"This page neither establishes nor rules out any tax consequence, and no return is prepared or amended here.",
"A line that differs is the return's figure beside the recomputed one, as filed and as recomputed. The return may carry a reason this page cannot read: a schedule filed on paper, an election, a later amendment. It is not a finding."
],
"checks": [
{
"id": "minimum_investment_return",
"note": null,
"filed": "3149834",
"label": "Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)",
"verdict": "rounding",
"difference": "0.35",
"recomputed": "3149833.65"
},
{
"id": "excise_tax",
"note": null,
"filed": "124942",
"label": "Excise tax: 1.39% of net investment income (Part V line 1)",
"verdict": "rounding",
"difference": "-0.1655",
"recomputed": "124942.1655"
},
{
"id": "distributable_amount",
"note": null,
"filed": "3064892",
"label": "Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)",
"verdict": "exact",
"difference": "0",
"recomputed": "3064892"
}
],
"engine": "kernel@2026-09-15.1",
"source": {
"form": "990-PF",
"lines": {
"netInvestmentIncome": "8988645",
"grossInvestmentIncome": "9316693",
"netNoncharitableAssets": "62996673",
"undistributedCurrentYear": "0"
},
"period": {
"end": "2025-03-31",
"days": 365,
"begin": "2024-04-01"
},
"amended": false,
"foreign": {
"organization": false,
"meets85PctTest": false
},
"objectId": "202610449349100906",
"returnTs": "2026-02-13T15:01:24-06:00",
"operating": false,
"sourceSha256": "2ddc89f5f707e753e48ad8141a9435434fb3e1a5cba88759c1bdbf9167472f34",
"returnVersion": "2024v5.2",
"partXBoxChecked": false
},
"answers": [
{
"answer": "No",
"question": "Part VI-B 4a: did the foundation invest during the year in a manner that would jeopardize its charitable purposes?"
},
{
"answer": "No",
"question": "Part VI-B 4b: did it make any investment in a prior year that could jeopardize its charitable purpose and that had not been removed from jeopardy?"
},
{
"answer": "No",
"question": "Part VI-B 3a: did it hold more than a 2% direct or indirect interest in any business enterprise?"
},
{
"answer": "Not answered",
"question": "Part VI-B 3b: did it have excess business holdings?"
},
{
"answer": "No",
"question": "Part VI-B 2a: did it have undistributed income for prior years?"
}
],
"program": "let total_assets_fmv = 62301298 USD\nlet mix_cash = share(2280 USD, total_assets_fmv)\nlet mix_savings = share(711738 USD, total_assets_fmv)\nlet mix_stock = share(19761418 USD, total_assets_fmv)\nlet mix_other = share(41825862 USD, total_assets_fmv)\nlet net_noncharitable_assets = 62996673 USD\nlet mir_filed = 3149834 USD\nlet mir_recomputed = net_noncharitable_assets * 5%\nlet mir_difference = mir_filed - mir_recomputed\nlet net_investment_income = 8988645 USD\nlet excise_filed = 124942 USD\nlet excise_recomputed = net_investment_income * 1.39%\nlet excise_difference = excise_filed - excise_recomputed\nlet distributable_filed = 3064892 USD\nlet distributable_recomputed = 3149834 USD - 124942 USD + 40000 USD - 0 USD\nlet distributable_difference = distributable_filed - distributable_recomputed\nlet qualifying_distributions = 3297224 USD\nlet payout_coverage = qualifying_distributions / distributable_filed\nlet payout_rate = share(qualifying_distributions, net_noncharitable_assets)\nlet undistributed_to_next_year = 0 USD\nlet stocks = [1016467 USD, 842000 USD, 805697 USD, 539197 USD, 497477 USD, 380974 USD, 293984 USD, 236746 USD, 219509 USD, 209486 USD, 196567 USD, 182940 USD, 156631 USD, 146126 USD, 135386 USD, 125789 USD, 121229 USD, 120400 USD, 119464 USD, 113512 USD, 112303 USD, 110680 USD, 96830 USD, 95983 USD, 85839 USD, 84147 USD, 83366 USD, 83350 USD, 81716 USD, 78050 USD, 77556 USD, 76508 USD, 75410 USD, 73759 USD, 73441 USD, 70437 USD, 70253 USD, 70122 USD, 68577 USD, 68097 USD, 67668 USD, 67356 USD, 66450 USD, 66351 USD, 63573 USD, 63125 USD, 60102 USD, 59288 USD, 59214 USD, 58414 USD, 58092 USD, 57970 USD, 57779 USD, 57016 USD, 55173 USD, 53984 USD, 53911 USD, 53536 USD, 53163 USD, 52750 USD, 52189 USD, 52074 USD, 51717 USD, 51393 USD, 51062 USD, 50810 USD, 49957 USD, 49792 USD, 49470 USD, 49361 USD, 49173 USD, 47643 USD, 47286 USD, 46277 USD, 46069 USD, 45699 USD, 45594 USD, 45582 USD, 45498 USD, 44801 USD, 44485 USD, 44451 USD, 43832 USD, 43483 USD, 43363 USD, 43239 USD, 43233 USD, 43032 USD, 42413 USD, 41981 USD, 41693 USD, 41073 USD, 40795 USD, 40633 USD, 39840 USD, 39831 USD, 39738 USD, 39722 USD, 39719 USD, 39681 USD, 39533 USD, 39461 USD, 39270 USD, 39205 USD, 38801 USD, 38058 USD, 37651 USD, 37548 USD, 37392 USD, 36917 USD, 36517 USD, 36280 USD, 36239 USD, 36169 USD, 36046 USD, 35696 USD, 35324 USD, 34528 USD, 34434 USD, 34272 USD, 34113 USD, 34031 USD, 33995 USD, 33967 USD, 33872 USD, 33787 USD, 33728 USD, 33707 USD, 33542 USD, 33167 USD, 33152 USD, 32948 USD, 32622 USD, 32146 USD, 31171 USD, 31057 USD, 30533 USD, 30522 USD, 30243 USD, 29930 USD, 29710 USD, 29629 USD, 29570 USD, 29372 USD, 29281 USD, 28920 USD, 28644 USD, 28629 USD, 28530 USD, 28493 USD, 27936 USD, 27923 USD, 27872 USD, 27781 USD, 27586 USD, 27564 USD, 27236 USD, 26877 USD, 26618 USD, 26582 USD, 26247 USD, 25893 USD, 25837 USD, 25729 USD, 25530 USD, 25383 USD, 25276 USD, 25269 USD, 25033 USD, 24960 USD, 24789 USD, 24639 USD, 24532 USD, 24517 USD, 24203 USD, 24122 USD, 23874 USD, 23809 USD, 23700 USD, 23390 USD, 23322 USD, 23306 USD, 23211 USD, 23040 USD, 22877 USD, 22771 USD, 22747 USD, 22560 USD, 22321 USD, 22219 USD, 22198 USD, 21832 USD, 21745 USD, 21697 USD, 21549 USD, 21460 USD, 21364 USD, 21300 USD, 21237 USD, 21232 USD, 21189 USD, 21168 USD, 21157 USD, 21141 USD, 21135 USD, 21051 USD, 20904 USD, 20885 USD, 20733 USD, 20483 USD, 20435 USD, 20228 USD, 20156 USD, 20120 USD, 19958 USD, 19903 USD, 19591 USD, 19558 USD, 19445 USD, 19358 USD, 19348 USD, 19262 USD, 19258 USD, 19253 USD, 19200 USD, 19066 USD, 19050 USD, 18935 USD, 18867 USD, 18857 USD, 18771 USD, 18768 USD, 18755 USD, 18711 USD, 18601 USD, 18505 USD, 18391 USD, 18359 USD, 18316 USD, 18292 USD, 18269 USD, 18257 USD, 18250 USD, 18211 USD, 18136 USD, 17746 USD, 17541 USD, 17436 USD, 17423 USD, 17383 USD, 17329 USD, 17300 USD, 17270 USD, 17250 USD, 17198 USD, 17040 USD, 17028 USD, 16963 USD, 16958 USD, 16952 USD, 16942 USD, 16912 USD, 16838 USD, 16833 USD, 16724 USD, 16704 USD, 16625 USD, 16555 USD, 16503 USD, 16496 USD, 16460 USD, 16341 USD, 16303 USD, 16277 USD, 16243 USD, 16176 USD, 16145 USD, 16069 USD, 16033 USD, 15940 USD, 15899 USD, 15863 USD, 15859 USD, 15839 USD, 15819 USD, 15805 USD, 15743 USD, 15647 USD, 15569 USD, 15554 USD, 15400 USD, 15377 USD, 15297 USD, 15229 USD, 15195 USD, 15089 USD, 15070 USD, 15056 USD, 15045 USD, 15040 USD, 15035 USD, 14919 USD, 14855 USD, 14817 USD, 14816 USD, 14787 USD, 14616 USD, 14510 USD, 14496 USD, 14493 USD, 14442 USD, 14414 USD, 14380 USD, 14333 USD, 14327 USD, 14274 USD, 14171 USD, 14151 USD, 14054 USD, 14042 USD, 13988 USD, 13965 USD, 13951 USD, 13900 USD, 13874 USD, 13867 USD, 13776 USD, 13752 USD, 13732 USD, 13681 USD, 13624 USD, 13592 USD, 13548 USD, 13532 USD, 13518 USD, 13470 USD, 13462 USD, 13179 USD, 13156 USD, 13133 USD, 13094 USD, 13093 USD, 13014 USD, 12961 USD, 12919 USD, 12827 USD, 12794 USD, 12758 USD, 12709 USD, 12702 USD, 12691 USD, 12689 USD, 12659 USD, 12623 USD, 12590 USD, 12573 USD, 12566 USD, 12553 USD, 12527 USD, 12517 USD, 12482 USD, 12466 USD, 12462 USD, 12392 USD, 12304 USD, 12294 USD, 12262 USD, 12256 USD, 12180 USD, 12178 USD, 12162 USD, 12161 USD, 12120 USD, 12118 USD, 12084 USD, 11941 USD, 11924 USD, 11822 USD, 11818 USD, 11813 USD, 11767 USD, 11756 USD, 11708 USD, 11693 USD, 11650 USD, 11636 USD, 11627 USD, 11416 USD, 11386 USD, 11302 USD, 11195 USD, 11185 USD, 11172 USD, 11117 USD, 11090 USD, 11085 USD, 11075 USD, 11064 USD, 11018 USD, 11010 USD, 11001 USD, 10933 USD, 10923 USD, 10900 USD, 10897 USD, 10861 USD, 10859 USD, 10851 USD, 10702 USD, 10685 USD, 10649 USD, 10631 USD, 10584 USD, 10574 USD, 10473 USD, 10436 USD, 10392 USD, 10330 USD, 10330 USD, 10253 USD, 10149 USD, 10117 USD, 10113 USD, 10052 USD, 9962 USD, 9957 USD, 9858 USD, 9843 USD, 9809 USD, 9803 USD, 9792 USD, 9751 USD, 9744 USD, 9627 USD, 9592 USD, 9550 USD, 9478 USD, 9462 USD, 9447 USD, 9443 USD, 9411 USD, 9399 USD, 9330 USD, 9307 USD, 9280 USD, 9278 USD, 9206 USD, 9198 USD, 9187 USD, 9107 USD, 9083 USD, 9083 USD, 9074 USD, 9024 USD, 8814 USD, 8735 USD, 8678 USD, 8641 USD, 8621 USD, 8576 USD, 8565 USD, 8563 USD, 8550 USD, 8544 USD, 8541 USD, 8537 USD, 8530 USD, 8503 USD, 8435 USD, 8425 USD, 8379 USD, 8329 USD, 8307 USD, 8298 USD, 8281 USD, 8280 USD, 8269 USD, 8265 USD, 8265 USD, 8231 USD, 8210 USD, 8170 USD, 8132 USD, 8100 USD, 8056 USD, 7992 USD, 7977 USD, 7955 USD, 7950 USD, 7868 USD, 7861 USD, 7814 USD, 7813 USD, 7801 USD, 7683 USD, 7570 USD, 7558 USD, 7508 USD, 7494 USD, 7491 USD, 7467 USD, 7457 USD, 7408 USD, 7400 USD, 7396 USD, 7388 USD, 7362 USD, 7331 USD, 7326 USD, 7302 USD, 7295 USD, 7280 USD, 7266 USD, 7257 USD, 7247 USD, 7228 USD, 7207 USD, 7174 USD, 7105 USD, 7074 USD, 7056 USD, 6998 USD, 6993 USD, 6969 USD, 6959 USD, 6942 USD, 6939 USD, 6843 USD, 6830 USD, 6828 USD, 6796 USD, 6767 USD, 6757 USD, 6750 USD, 6742 USD, 6680 USD, 6641 USD, 6573 USD, 6522 USD, 6504 USD, 6503 USD, 6499 USD, 6497 USD, 6478 USD, 6474 USD, 6472 USD, 6470 USD, 6354 USD, 6306 USD, 6301 USD, 6259 USD, 6181 USD, 6170 USD, 6153 USD, 6132 USD, 6109 USD, 6104 USD, 6056 USD, 6050 USD, 6014 USD, 6006 USD, 6000 USD, 5998 USD, 5981 USD, 5974 USD, 5951 USD, 5935 USD, 5918 USD, 5917 USD, 5903 USD, 5855 USD, 5854 USD, 5840 USD, 5823 USD, 5821 USD, 5819 USD, 5802 USD, 5792 USD, 5773 USD, 5735 USD, 5711 USD, 5702 USD, 5644 USD, 5629 USD, 5591 USD, 5590 USD, 5521 USD, 5485 USD, 5447 USD, 5445 USD, 5437 USD, 5419 USD, 5392 USD, 5377 USD, 5355 USD, 5354 USD, 5332 USD, 5296 USD, 5292 USD, 5264 USD, 5215 USD, 5198 USD, 5187 USD, 5177 USD, 5108 USD, 5099 USD, 5097 USD, 5096 USD, 5081 USD, 5069 USD, 5040 USD, 5037 USD, 5030 USD, 5021 USD, 5018 USD, 5015 USD, 5010 USD, 4992 USD, 4963 USD, 4963 USD, 4956 USD, 4928 USD, 4923 USD, 4913 USD, 4893 USD, 4871 USD, 4827 USD, 4766 USD, 4747 USD, 4746 USD, 4728 USD, 4710 USD, 4678 USD, 4637 USD, 4620 USD, 4619 USD, 4617 USD, 4606 USD, 4600 USD, 4597 USD, 4592 USD, 4589 USD, 4574 USD, 4552 USD, 4543 USD, 4533 USD, 4498 USD, 4464 USD, 4455 USD, 4442 USD, 4424 USD, 4417 USD, 4384 USD, 4382 USD, 4348 USD, 4341 USD, 4330 USD, 4321 USD, 4319 USD, 4307 USD, 4306 USD, 4286 USD, 4274 USD, 4265 USD, 4230 USD, 4228 USD, 4222 USD, 4221 USD, 4199 USD, 4194 USD, 4194 USD, 4188 USD, 4184 USD, 4163 USD, 4158 USD, 4149 USD, 4143 USD, 4103 USD, 4067 USD, 4056 USD, 4056 USD, 4040 USD, 4036 USD, 4030 USD, 4025 USD, 3988 USD, 3983 USD, 3980 USD, 3980 USD, 3978 USD, 3961 USD, 3959 USD, 3956 USD, 3953 USD, 3950 USD, 3934 USD, 3909 USD, 3898 USD, 3894 USD, 3887 USD, 3881 USD, 3869 USD, 3864 USD, 3843 USD, 3831 USD, 3823 USD, 3804 USD, 3803 USD, 3780 USD, 3773 USD, 3754 USD, 3743 USD, 3734 USD, 3724 USD, 3714 USD, 3711 USD, 3710 USD, 3676 USD, 3652 USD, 3643 USD, 3640 USD, 3623 USD, 3612 USD, 3598 USD, 3595 USD, 3590 USD, 3582 USD, 3579 USD, 3566 USD, 3555 USD, 3535 USD, 3522 USD, 3514 USD, 3505 USD, 3501 USD, 3499 USD, 3478 USD, 3476 USD, 3442 USD, 3417 USD, 3405 USD, 3398 USD, 3395 USD, 3387 USD, 3382 USD, 3374 USD, 3359 USD, 3354 USD, 3349 USD, 3337 USD, 3334 USD, 3319 USD, 3318 USD, 3318 USD, 3318 USD, 3308 USD, 3306 USD, 3299 USD, 3287 USD, 3262 USD, 3228 USD, 3225 USD, 3214 USD, 3196 USD, 3194 USD, 3185 USD, 3184 USD, 3182 USD, 3158 USD, 3140 USD, 3125 USD, 3122 USD, 3120 USD, 3109 USD, 3109 USD, 3105 USD, 3093 USD, 3080 USD, 3077 USD, 3073 USD, 3072 USD, 3071 USD, 3069 USD, 3063 USD, 3059 USD, 3037 USD, 3032 USD, 2996 USD, 2996 USD, 2973 USD, 2970 USD, 2957 USD, 2953 USD, 2952 USD, 2950 USD, 2936 USD, 2912 USD, 2901 USD, 2901 USD, 2891 USD, 2876 USD, 2869 USD, 2867 USD, 2861 USD, 2861 USD, 2855 USD, 2854 USD, 2854 USD, 2851 USD, 2832 USD, 2811 USD, 2807 USD, 2789 USD, 2777 USD, 2770 USD, 2763 USD, 2759 USD, 2748 USD, 2747 USD, 2744 USD, 2727 USD, 2725 USD, 2724 USD, 2704 USD, 2700 USD, 2696 USD, 2688 USD, 2685 USD, 2682 USD, 2680 USD, 2672 USD, 2655 USD, 2640 USD, 2640 USD, 2638 USD, 2635 USD, 2623 USD, 2598 USD, 2591 USD, 2590 USD, 2578 USD, 2569 USD, 2568 USD, 2560 USD, 2558 USD, 2556 USD, 2526 USD, 2520 USD, 2514 USD, 2476 USD, 2468 USD, 2456 USD, 2446 USD, 2442 USD, 2436 USD, 2434 USD, 2431 USD, 2425 USD, 2422 USD, 2411 USD, 2379 USD, 2372 USD, 2368 USD, 2361 USD, 2358 USD, 2331 USD, 2329 USD, 2320 USD, 2302 USD, 2299 USD, 2297 USD, 2291 USD, 2269 USD, 2267 USD, 2267 USD, 2259 USD, 2255 USD, 2252 USD, 2249 USD, 2245 USD, 2245 USD, 2244 USD, 2235 USD, 2233 USD, 2209 USD, 2171 USD, 2166 USD, 2164 USD, 2124 USD, 2123 USD, 2123 USD, 2120 USD, 2119 USD, 2117 USD, 2114 USD, 2111 USD, 2108 USD, 2107 USD, 2107 USD, 2105 USD, 2098 USD, 2097 USD, 2081 USD, 2079 USD, 2068 USD, 2060 USD, 2058 USD, 2054 USD, 2047 USD, 2028 USD, 2005 USD, 1982 USD, 1977 USD, 1963 USD, 1940 USD, 1939 USD, 1939 USD, 1931 USD, 1928 USD, 1923 USD, 1915 USD, 1909 USD, 1875 USD, 1867 USD, 1853 USD, 1852 USD, 1821 USD, 1821 USD, 1820 USD, 1801 USD, 1798 USD, 1777 USD, 1718 USD, 1715 USD, 1708 USD, 1708 USD, 1701 USD, 1665 USD, 1635 USD, 1606 USD, 1605 USD, 1600 USD, 1588 USD, 1575 USD, 1574 USD, 1554 USD, 1535 USD, 1509 USD, 1461 USD, 1456 USD, 1452 USD, 1450 USD, 1425 USD, 1421 USD, 1414 USD, 1386 USD, 1382 USD, 1362 USD, 1331 USD, 1322 USD, 1317 USD, 1296 USD, 1290 USD, 1284 USD, 1280 USD, 1274 USD, 1273 USD, 1208 USD, 1198 USD, 1186 USD, 1162 USD, 1144 USD, 1101 USD, 1092 USD, 1064 USD, 1047 USD, 1036 USD, 1021 USD, 1001 USD, 988 USD, 955 USD, 891 USD, 755 USD, 749 USD, 607 USD]\nlet stock_count = count(stocks)\nlet largest_stock = max(stocks)\nlet largest_stock_share_of_assets = share(largest_stock, total_assets_fmv)\nlet top10_share_of_stock = share(sum([1016467 USD, 842000 USD, 805697 USD, 539197 USD, 497477 USD, 380974 USD, 293984 USD, 236746 USD, 219509 USD, 209486 USD]), sum(stocks))\nlet stock_concentration = hhi(stocks)\nlet effective_stock_holdings = 1 / stock_concentration\nlet largest_stock_halved_share_of_assets = share(largest_stock * 50%, total_assets_fmv)",
"results": {
"mix_cash": "0.0000365963482815398163935525067231",
"mir_filed": "3149834 USD",
"mix_other": "0.671348163564746275430730191207",
"mix_stock": "0.317191112133811401489580522062",
"mix_savings": "0.0114241279531607832632957342237",
"payout_rate": "0.0523396529210360045521769062312",
"stock_count": "985",
"excise_filed": "124942 USD",
"largest_stock": "1016467 USD",
"mir_difference": "0.35 USD",
"mir_recomputed": "3149833.65 USD",
"payout_coverage": "1.07580430240282528715530596184",
"total_assets_fmv": "62301298 USD",
"excise_difference": "-0.1655 USD",
"excise_recomputed": "124942.1655 USD",
"distributable_filed": "3064892 USD",
"stock_concentration": "0.010139829758912113783131753725",
"top10_share_of_stock": "0.255120204430673952648539694874",
"net_investment_income": "8988645 USD",
"distributable_difference": "0 USD",
"distributable_recomputed": "3064892 USD",
"effective_stock_holdings": "98.6209851423864941131290124615",
"net_noncharitable_assets": "62996673 USD",
"qualifying_distributions": "3297224 USD",
"undistributed_to_next_year": "0 USD",
"largest_stock_share_of_assets": "0.0163153422581982160307478666014",
"largest_stock_halved_share_of_assets": "0.00815767112909910801537393330072"
},
"version": 2,
"holdings": {
"tie": "exact",
"top": [
{
"fmv": "1016467",
"name": "037833100 APPLE INC",
"shareOfAssets": "0.0163153422581982160307478666014"
},
{
"fmv": "842000",
"name": "594918104 MICROSOFT CORP",
"shareOfAssets": "0.0135149672162528620190224608161"
},
{
"fmv": "805697",
"name": "67066G104 NVIDIA CORP",
"shareOfAssets": "0.0129322666760490287056298570216"
},
{
"fmv": "539197",
"name": "023135106 AMAZON COM INC",
"shareOfAssets": "0.0086546671948953615701554083191"
},
{
"fmv": "497477",
"name": "02079K305 ALPHABET INC/CA-CL A",
"shareOfAssets": "0.00798501822546297510526987736275"
},
{
"fmv": "380974",
"name": "30303M102 META PLATFORMS INC",
"shareOfAssets": "0.00611502508342603070645494416505"
},
{
"fmv": "293984",
"name": "084670702 BERKSHIRE HATHAWAY I",
"shareOfAssets": "0.00471874598824570236080795620021"
},
{
"fmv": "236746",
"name": "11135F101 BROADCOM INC",
"shareOfAssets": "0.00380001713607957253153858848976"
},
{
"fmv": "219509",
"name": "88160R101 TESLA INC",
"shareOfAssets": "0.0035233455328651419108475075431"
},
{
"fmv": "209486",
"name": "46625H100 JPMORGAN CHASE & CO",
"shareOfAssets": "0.00336246605969589911272795632605"
}
],
"count": 985,
"schedule": "Corporate stock (line 10b)"
},
"refusals": [],
"blankLines": [],
"kernelProof": "02f8f8130a9968b3e9cf416df67593533dab6886df09155de3eaa74cef29e385",
"otherInvestments": [
{
"fmv": "21408108",
"name": "SMITHFIELD EQUITIES",
"shareOfAssets": "0.343622182638955612128659020876"
},
{
"fmv": "2572403",
"name": "46432F842 ISHARES CORE MSCI EA",
"shareOfAssets": "0.0412897175914376615395717758561"
},
{
"fmv": "2452980",
"name": "97717X669 WISDOMTREE U.S. QUAL",
"shareOfAssets": "0.0393728554419524293057265034831"
},
{
"fmv": "1552669",
"name": "992320200 UNITY SELECT FUND LL",
"shareOfAssets": "0.0249219366183991864824389373075"
},
{
"fmv": "1489533",
"name": "057071854 BAIRD AGGREGATE BOND",
"shareOfAssets": "0.0239085387915994944439199324547"
}
]
}The seal’s own scope:
- Every figure here is the foundation's own filed return or exact arithmetic on it; nothing is estimated.
- A 990-PF is a year-end snapshot. Prudence is judged at the time of each decision, which a filing cannot show.
- This page neither establishes nor rules out any tax consequence, and no return is prepared or amended here.
- A line that differs is the return's figure beside the recomputed one, as filed and as recomputed. The return may carry a reason this page cannot read: a schedule filed on paper, an election, a later amendment. It is not a finding.
We don’t prepare or file a 990-PF. We read the one the foundation filed, re-do its arithmetic exactly, and seal what it says.