Sealed proof · filed Form 990-PF
Woka Foundation
EIN 84-2848519, tax year January 1, 2024 to December 31, 2024. The return the foundation filed, as the IRS published it, with its arithmetic re-done exactly and sealed September 28, 2026.
This is the latest return the IRS has published for this foundation. Its tax year ended 21 months ago, so a later one may have been filed since and not yet appear in the public file. The IRS received it on November 15, 2025.
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 distributions2.03×
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 rate9.0%
of net noncharitable-use assets; the legal test is the distributable amount, not this rate
Assets at fair market value$192.3M
end of the tax year, Part II
Largest listed stock0.8%
TAIWAN SEMICONDUCTR, 8,189 Sh
If that stock halved−0.4%
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
Woka Foundation · Form 990-PF, year ended December 31, 2024checking
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/1c955b4c9324 — 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) | $7,361,617 | $7,361,616.75 | recomputes, within the form's whole-dollar rounding (difference $0.25) |
| Excise tax: 1.39% of net investment income (Part V line 1) | $1,003,485 | $1,003,485.2576 | recomputes, within the form's whole-dollar rounding (difference −$0.2576) |
| Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7) | $6,574,279 | $6,574,279 | recomputes exactly |
Blank on the return and read as zero by the form’s own arithmetic: Part X line 6 (deduction).
Where the assets sit, at fair market value
| Part II line | Fair market value | Share of assets |
|---|---|---|
| Savings and temporary cash investments (line 2) | $8.6M | 4.5% |
| Corporate stock (line 10b) | $71M | 36.9% |
| Other investments (line 13) | $111M | 57.7% |
The ten largest listed stocks, of 472 on the schedule
The schedule ties to Part II line 10b exactly. It behaves like 127.7 equal holdings; the ten largest are 17.8% of the listed stock.
| Stock, as listed | Fair market value | Share of assets |
|---|---|---|
| TAIWAN SEMICONDUCTR, 8,189 Sh | $1.6M | 0.8% |
| IBM CORP, 6,939 Sh | $1.5M | 0.8% |
| IRON MTN INC NEW, 13,331 Sh | $1.4M | 0.7% |
| SAP SE, 5,541 Sh | $1.4M | 0.7% |
| AECOM, 11,210 Sh | $1.2M | 0.6% |
| FORTINET INC, 12,514 Sh | $1.2M | 0.6% |
| STANTEC INC, 14,381 Sh | $1.1M | 0.6% |
| VERTEX PHARMACEUTICA, 2,776 Sh | $1.1M | 0.6% |
| SCHNEIDER ELECTRIC SA, 21,644 Sh | $1.1M | 0.6% |
| AMALGAMATED FINL CORP, 31,672 Sh | $1.1M | 0.6% |
Largest other investments (line 13), as listed
| Parnassus Endeavor Fd,, 304,017.145 Sh | $16M | 8.3% |
| Domini Impact Int'l Eq, 1,783,515.12 Sh | $15.8M | 8.2% |
| Brown Adv Sustainable, 283,496.5 Sh | $15.3M | 8.0% |
| Pear Tree Essex Env, 1,143,425.34 Sh | $15.2M | 7.9% |
| Invesco MSCI Sust, 188,566.0149 Sh | $7.6M | 4.0% |
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 $7,361,617; recomputed $7,361,616.75; agrees within the form's whole-dollar rounding. |
| Excise tax | Part V line 1 against 1.39% of net investment income | agrees | Filed $1,003,485; recomputed $1,003,485.25; 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 $6,574,279; recomputed $6,574,279; agrees to the dollar. |
| Payout coverage | Part XI total against Part X line 7 | reported | Qualifying distributions $13,318,354 against a distributable amount of $6,574,279 (2.03×). |
| Payout deadline | Part XII undistributed income and the date it falls due | reported | Part XII reports $0 undistributed income for the year ended 31 December 2024: nothing carried into the next year, so nothing from this year falls due by 31 December 2025. |
| Holdings tie-out | The corporate-stock schedule against Part II line 10b | agrees | 472 listed holdings sum to Part II line 10b exactly; the largest is 0.8% 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 15 November 2025; the original due date was 15 May 2025; the six-month extension window ended 15 November 2025 (a Saturday, so 17 November 2025 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 |
|---|---|---|---|
| May 15, 2026 Passed | Excise tax on the year ending 31 December 2025, due with that return by 15 May 2026. That date has passed; the figure for that year is on its own return, not this one. | $1,003,485 | Projected under the assumptions below |
| December 31, 2026 | Distributable amount for the year ending 31 December 2025, to be paid out | $6,358,131 | Projected under the assumptions below |
If net noncharitable-use assets fell 20% over the year ending December 31, 2025: what is owed now, nothing from Part XII, is unchanged; the following year’s minimum investment return would be $5,889,293, $1,472,323 less than the projection.
The assumptions, the forward kernel proof, and what was refused
- Net noncharitable-use assets for the year ending 31 December 2025 equal this return's Part IX line 5, $147232335; the thirteen-month average is not observable from a filing.
- Net investment income for that year equals this return's, $72193184.
- 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)
0764ffe93bc161aa…· 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
1c955b4c9324b3550bf5d6f2c610fccb89beffd7364448b7c376d8eac8d1a1d4 · recomputed now, matchesreturn Form 990-PF, IRS object
202513199349101231, schema 2024v5.2 — the file as the IRS published it hashes to 6224588d4505d35b…source file
202513199349101231_public.xml inside 2025_TEOS_XML_11D.zip at irs.gov — not part of the seal; fetch it yourself with verify_proof.py 1c955b4c9324 --fetcharithmetic
kernel@2026-09-15.1 · kernel proof b0abef486ba74bad…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 = 192297869 USD let mix_savings = share(8562282 USD, total_assets_fmv) let mix_stock = share(70988786 USD, total_assets_fmv) let mix_other = share(110976826 USD, total_assets_fmv) let net_noncharitable_assets = 147232335 USD let mir_filed = 7361617 USD let mir_recomputed = net_noncharitable_assets * 5% let mir_difference = mir_filed - mir_recomputed let net_investment_income = 72193184 USD let excise_filed = 1003485 USD let excise_recomputed = net_investment_income * 1.39% let excise_difference = excise_filed - excise_recomputed let distributable_filed = 6574279 USD let distributable_recomputed = 7361617 USD - 1003485 USD + 216147 USD - 0 USD let distributable_difference = distributable_filed - distributable_recomputed let qualifying_distributions = 13318354 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 = [1617246 USD, 1525400 USD, 1401221 USD, 1364250 USD, 1197452 USD, 1182323 USD, 1128189 USD, 1117895 USD, 1074408 USD, 1060062 USD, 1041688 USD, 1028695 USD, 1024689 USD, 1016331 USD, 1004055 USD, 1002087 USD, 995564 USD, 909025 USD, 880207 USD, 847186 USD, 812599 USD, 749257 USD, 709385 USD, 696678 USD, 684095 USD, 671451 USD, 619777 USD, 617360 USD, 603165 USD, 580611 USD, 563223 USD, 558202 USD, 543676 USD, 542883 USD, 537612 USD, 506111 USD, 474818 USD, 457813 USD, 409512 USD, 408559 USD, 397013 USD, 374650 USD, 367985 USD, 366847 USD, 366052 USD, 363443 USD, 361977 USD, 354860 USD, 354276 USD, 351693 USD, 350050 USD, 340765 USD, 336650 USD, 336070 USD, 332080 USD, 329909 USD, 327163 USD, 324548 USD, 317550 USD, 305937 USD, 294011 USD, 286926 USD, 282542 USD, 282157 USD, 275319 USD, 265941 USD, 258997 USD, 255220 USD, 252769 USD, 246059 USD, 246043 USD, 241052 USD, 229087 USD, 227194 USD, 226455 USD, 220773 USD, 219537 USD, 215516 USD, 212039 USD, 211964 USD, 209010 USD, 207852 USD, 202860 USD, 200220 USD, 199119 USD, 197118 USD, 196627 USD, 195405 USD, 195156 USD, 194709 USD, 191836 USD, 191639 USD, 189942 USD, 189140 USD, 186407 USD, 184499 USD, 182155 USD, 181480 USD, 179074 USD, 178322 USD, 177982 USD, 176740 USD, 174621 USD, 174207 USD, 172557 USD, 171310 USD, 168822 USD, 166870 USD, 166626 USD, 166310 USD, 163883 USD, 162558 USD, 161961 USD, 160416 USD, 158155 USD, 157324 USD, 156035 USD, 155877 USD, 155308 USD, 154397 USD, 152710 USD, 152657 USD, 151564 USD, 151390 USD, 151105 USD, 150386 USD, 149102 USD, 146935 USD, 145476 USD, 144500 USD, 142700 USD, 142071 USD, 141375 USD, 140031 USD, 139435 USD, 138764 USD, 136425 USD, 132379 USD, 131635 USD, 125827 USD, 124837 USD, 123103 USD, 121909 USD, 121848 USD, 121575 USD, 120694 USD, 118435 USD, 116715 USD, 115687 USD, 115481 USD, 115234 USD, 115230 USD, 115046 USD, 114735 USD, 114303 USD, 113985 USD, 112743 USD, 112659 USD, 112537 USD, 111719 USD, 111425 USD, 110267 USD, 107558 USD, 107389 USD, 106376 USD, 106010 USD, 105885 USD, 105630 USD, 105540 USD, 101817 USD, 101275 USD, 100553 USD, 99117 USD, 98229 USD, 98102 USD, 97365 USD, 97108 USD, 96839 USD, 95344 USD, 94738 USD, 92591 USD, 90794 USD, 88530 USD, 87569 USD, 87042 USD, 86401 USD, 86190 USD, 85051 USD, 84092 USD, 83439 USD, 82875 USD, 82110 USD, 81664 USD, 81613 USD, 81511 USD, 81467 USD, 81020 USD, 80581 USD, 80081 USD, 79598 USD, 78684 USD, 78187 USD, 77720 USD, 77515 USD, 76628 USD, 75952 USD, 75814 USD, 75814 USD, 75796 USD, 75443 USD, 75333 USD, 75237 USD, 74472 USD, 73576 USD, 73525 USD, 73340 USD, 71909 USD, 69263 USD, 68586 USD, 68149 USD, 67551 USD, 67426 USD, 67249 USD, 67091 USD, 66685 USD, 66487 USD, 65565 USD, 65294 USD, 65023 USD, 63878 USD, 63629 USD, 63436 USD, 63417 USD, 63243 USD, 62383 USD, 61106 USD, 61020 USD, 60999 USD, 60979 USD, 59758 USD, 59524 USD, 58694 USD, 56855 USD, 56716 USD, 56395 USD, 56000 USD, 55878 USD, 54808 USD, 54389 USD, 53460 USD, 53340 USD, 52933 USD, 52737 USD, 52694 USD, 52317 USD, 52059 USD, 51972 USD, 51745 USD, 51240 USD, 50827 USD, 50350 USD, 48719 USD, 48432 USD, 48187 USD, 47651 USD, 47493 USD, 46940 USD, 46333 USD, 46298 USD, 45805 USD, 45805 USD, 44973 USD, 44793 USD, 44470 USD, 44248 USD, 43884 USD, 43768 USD, 43587 USD, 43152 USD, 43142 USD, 42495 USD, 42270 USD, 40971 USD, 40676 USD, 40619 USD, 40328 USD, 40294 USD, 40016 USD, 39636 USD, 39213 USD, 38505 USD, 37428 USD, 36812 USD, 36534 USD, 36390 USD, 35976 USD, 35621 USD, 35323 USD, 34950 USD, 34722 USD, 34700 USD, 34527 USD, 34470 USD, 34393 USD, 34331 USD, 34050 USD, 34008 USD, 33847 USD, 33753 USD, 33712 USD, 33691 USD, 33583 USD, 33509 USD, 33417 USD, 33322 USD, 33264 USD, 32977 USD, 32044 USD, 31987 USD, 31961 USD, 31804 USD, 31663 USD, 31208 USD, 30525 USD, 29900 USD, 29841 USD, 29811 USD, 29668 USD, 29621 USD, 29315 USD, 29078 USD, 29056 USD, 29029 USD, 28733 USD, 28405 USD, 28336 USD, 28165 USD, 28072 USD, 28012 USD, 27870 USD, 27552 USD, 27445 USD, 27420 USD, 27272 USD, 26713 USD, 26551 USD, 26428 USD, 26150 USD, 25674 USD, 25007 USD, 24916 USD, 24626 USD, 24603 USD, 24597 USD, 24354 USD, 23816 USD, 23756 USD, 23690 USD, 23629 USD, 23245 USD, 23010 USD, 22599 USD, 22104 USD, 22066 USD, 21893 USD, 21643 USD, 21360 USD, 21338 USD, 21287 USD, 21260 USD, 21230 USD, 21122 USD, 21111 USD, 20999 USD, 20828 USD, 20786 USD, 20630 USD, 20398 USD, 19816 USD, 19725 USD, 19592 USD, 19591 USD, 19473 USD, 19472 USD, 19430 USD, 19091 USD, 19058 USD, 19040 USD, 18842 USD, 18787 USD, 18444 USD, 18231 USD, 18096 USD, 18072 USD, 17997 USD, 17813 USD, 17771 USD, 17762 USD, 17728 USD, 17567 USD, 17528 USD, 17500 USD, 17220 USD, 17132 USD, 17097 USD, 17031 USD, 16935 USD, 16824 USD, 16814 USD, 16624 USD, 16540 USD, 16224 USD, 16158 USD, 15596 USD, 15530 USD, 15518 USD, 15374 USD, 15195 USD, 15183 USD, 14654 USD, 14531 USD, 14344 USD, 14157 USD, 13080 USD, 12945 USD, 12884 USD, 12725 USD, 12288 USD, 11895 USD, 11862 USD, 11755 USD, 11671 USD, 11549 USD, 11388 USD, 11249 USD, 11054 USD, 10979 USD, 10888 USD, 10 … (6825 characters; the full program is in the body below)
{
"mix": [
{
"fmv": "8562282",
"line": "savings",
"label": "Savings and temporary cash investments (line 2)",
"share": "0.0445261408487059209168875397158"
},
{
"fmv": "70988786",
"line": "stock",
"label": "Corporate stock (line 10b)",
"share": "0.369160544363598745860257036962"
},
{
"fmv": "110976826",
"line": "other",
"label": "Other investments (line 13)",
"share": "0.57710897461895430572868178794"
}
],
"kind": "public-filing-990pf",
"lens": "AXIOM",
"build": {
"commit": "7dd856f88a5ecf553ea48f52397c50a503af0e0d",
"digest": "b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b"
},
"filer": {
"ein": "842848519",
"name": "Woka Foundation"
},
"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": "7361617",
"label": "Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)",
"verdict": "rounding",
"difference": "0.25",
"recomputed": "7361616.75"
},
{
"id": "excise_tax",
"note": null,
"filed": "1003485",
"label": "Excise tax: 1.39% of net investment income (Part V line 1)",
"verdict": "rounding",
"difference": "-0.2576",
"recomputed": "1003485.2576"
},
{
"id": "distributable_amount",
"note": null,
"filed": "6574279",
"label": "Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)",
"verdict": "exact",
"difference": "0",
"recomputed": "6574279"
}
],
"engine": "kernel@2026-09-15.1",
"source": {
"form": "990-PF",
"lines": {
"netInvestmentIncome": "72193184",
"grossInvestmentIncome": "72515636",
"netNoncharitableAssets": "147232335",
"undistributedCurrentYear": "0"
},
"period": {
"end": "2024-12-31",
"days": 366,
"begin": "2024-01-01"
},
"amended": false,
"foreign": {
"organization": false,
"meets85PctTest": false
},
"objectId": "202513199349101231",
"returnTs": "2025-11-15T15:57:37-08:00",
"operating": false,
"sourceSha256": "6224588d4505d35b8d5fcd2a60083c0aa1b63cdced817fc7cf1021801f4a1f17",
"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 = 192297869 USD\nlet mix_savings = share(8562282 USD, total_assets_fmv)\nlet mix_stock = share(70988786 USD, total_assets_fmv)\nlet mix_other = share(110976826 USD, total_assets_fmv)\nlet net_noncharitable_assets = 147232335 USD\nlet mir_filed = 7361617 USD\nlet mir_recomputed = net_noncharitable_assets * 5%\nlet mir_difference = mir_filed - mir_recomputed\nlet net_investment_income = 72193184 USD\nlet excise_filed = 1003485 USD\nlet excise_recomputed = net_investment_income * 1.39%\nlet excise_difference = excise_filed - excise_recomputed\nlet distributable_filed = 6574279 USD\nlet distributable_recomputed = 7361617 USD - 1003485 USD + 216147 USD - 0 USD\nlet distributable_difference = distributable_filed - distributable_recomputed\nlet qualifying_distributions = 13318354 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 = [1617246 USD, 1525400 USD, 1401221 USD, 1364250 USD, 1197452 USD, 1182323 USD, 1128189 USD, 1117895 USD, 1074408 USD, 1060062 USD, 1041688 USD, 1028695 USD, 1024689 USD, 1016331 USD, 1004055 USD, 1002087 USD, 995564 USD, 909025 USD, 880207 USD, 847186 USD, 812599 USD, 749257 USD, 709385 USD, 696678 USD, 684095 USD, 671451 USD, 619777 USD, 617360 USD, 603165 USD, 580611 USD, 563223 USD, 558202 USD, 543676 USD, 542883 USD, 537612 USD, 506111 USD, 474818 USD, 457813 USD, 409512 USD, 408559 USD, 397013 USD, 374650 USD, 367985 USD, 366847 USD, 366052 USD, 363443 USD, 361977 USD, 354860 USD, 354276 USD, 351693 USD, 350050 USD, 340765 USD, 336650 USD, 336070 USD, 332080 USD, 329909 USD, 327163 USD, 324548 USD, 317550 USD, 305937 USD, 294011 USD, 286926 USD, 282542 USD, 282157 USD, 275319 USD, 265941 USD, 258997 USD, 255220 USD, 252769 USD, 246059 USD, 246043 USD, 241052 USD, 229087 USD, 227194 USD, 226455 USD, 220773 USD, 219537 USD, 215516 USD, 212039 USD, 211964 USD, 209010 USD, 207852 USD, 202860 USD, 200220 USD, 199119 USD, 197118 USD, 196627 USD, 195405 USD, 195156 USD, 194709 USD, 191836 USD, 191639 USD, 189942 USD, 189140 USD, 186407 USD, 184499 USD, 182155 USD, 181480 USD, 179074 USD, 178322 USD, 177982 USD, 176740 USD, 174621 USD, 174207 USD, 172557 USD, 171310 USD, 168822 USD, 166870 USD, 166626 USD, 166310 USD, 163883 USD, 162558 USD, 161961 USD, 160416 USD, 158155 USD, 157324 USD, 156035 USD, 155877 USD, 155308 USD, 154397 USD, 152710 USD, 152657 USD, 151564 USD, 151390 USD, 151105 USD, 150386 USD, 149102 USD, 146935 USD, 145476 USD, 144500 USD, 142700 USD, 142071 USD, 141375 USD, 140031 USD, 139435 USD, 138764 USD, 136425 USD, 132379 USD, 131635 USD, 125827 USD, 124837 USD, 123103 USD, 121909 USD, 121848 USD, 121575 USD, 120694 USD, 118435 USD, 116715 USD, 115687 USD, 115481 USD, 115234 USD, 115230 USD, 115046 USD, 114735 USD, 114303 USD, 113985 USD, 112743 USD, 112659 USD, 112537 USD, 111719 USD, 111425 USD, 110267 USD, 107558 USD, 107389 USD, 106376 USD, 106010 USD, 105885 USD, 105630 USD, 105540 USD, 101817 USD, 101275 USD, 100553 USD, 99117 USD, 98229 USD, 98102 USD, 97365 USD, 97108 USD, 96839 USD, 95344 USD, 94738 USD, 92591 USD, 90794 USD, 88530 USD, 87569 USD, 87042 USD, 86401 USD, 86190 USD, 85051 USD, 84092 USD, 83439 USD, 82875 USD, 82110 USD, 81664 USD, 81613 USD, 81511 USD, 81467 USD, 81020 USD, 80581 USD, 80081 USD, 79598 USD, 78684 USD, 78187 USD, 77720 USD, 77515 USD, 76628 USD, 75952 USD, 75814 USD, 75814 USD, 75796 USD, 75443 USD, 75333 USD, 75237 USD, 74472 USD, 73576 USD, 73525 USD, 73340 USD, 71909 USD, 69263 USD, 68586 USD, 68149 USD, 67551 USD, 67426 USD, 67249 USD, 67091 USD, 66685 USD, 66487 USD, 65565 USD, 65294 USD, 65023 USD, 63878 USD, 63629 USD, 63436 USD, 63417 USD, 63243 USD, 62383 USD, 61106 USD, 61020 USD, 60999 USD, 60979 USD, 59758 USD, 59524 USD, 58694 USD, 56855 USD, 56716 USD, 56395 USD, 56000 USD, 55878 USD, 54808 USD, 54389 USD, 53460 USD, 53340 USD, 52933 USD, 52737 USD, 52694 USD, 52317 USD, 52059 USD, 51972 USD, 51745 USD, 51240 USD, 50827 USD, 50350 USD, 48719 USD, 48432 USD, 48187 USD, 47651 USD, 47493 USD, 46940 USD, 46333 USD, 46298 USD, 45805 USD, 45805 USD, 44973 USD, 44793 USD, 44470 USD, 44248 USD, 43884 USD, 43768 USD, 43587 USD, 43152 USD, 43142 USD, 42495 USD, 42270 USD, 40971 USD, 40676 USD, 40619 USD, 40328 USD, 40294 USD, 40016 USD, 39636 USD, 39213 USD, 38505 USD, 37428 USD, 36812 USD, 36534 USD, 36390 USD, 35976 USD, 35621 USD, 35323 USD, 34950 USD, 34722 USD, 34700 USD, 34527 USD, 34470 USD, 34393 USD, 34331 USD, 34050 USD, 34008 USD, 33847 USD, 33753 USD, 33712 USD, 33691 USD, 33583 USD, 33509 USD, 33417 USD, 33322 USD, 33264 USD, 32977 USD, 32044 USD, 31987 USD, 31961 USD, 31804 USD, 31663 USD, 31208 USD, 30525 USD, 29900 USD, 29841 USD, 29811 USD, 29668 USD, 29621 USD, 29315 USD, 29078 USD, 29056 USD, 29029 USD, 28733 USD, 28405 USD, 28336 USD, 28165 USD, 28072 USD, 28012 USD, 27870 USD, 27552 USD, 27445 USD, 27420 USD, 27272 USD, 26713 USD, 26551 USD, 26428 USD, 26150 USD, 25674 USD, 25007 USD, 24916 USD, 24626 USD, 24603 USD, 24597 USD, 24354 USD, 23816 USD, 23756 USD, 23690 USD, 23629 USD, 23245 USD, 23010 USD, 22599 USD, 22104 USD, 22066 USD, 21893 USD, 21643 USD, 21360 USD, 21338 USD, 21287 USD, 21260 USD, 21230 USD, 21122 USD, 21111 USD, 20999 USD, 20828 USD, 20786 USD, 20630 USD, 20398 USD, 19816 USD, 19725 USD, 19592 USD, 19591 USD, 19473 USD, 19472 USD, 19430 USD, 19091 USD, 19058 USD, 19040 USD, 18842 USD, 18787 USD, 18444 USD, 18231 USD, 18096 USD, 18072 USD, 17997 USD, 17813 USD, 17771 USD, 17762 USD, 17728 USD, 17567 USD, 17528 USD, 17500 USD, 17220 USD, 17132 USD, 17097 USD, 17031 USD, 16935 USD, 16824 USD, 16814 USD, 16624 USD, 16540 USD, 16224 USD, 16158 USD, 15596 USD, 15530 USD, 15518 USD, 15374 USD, 15195 USD, 15183 USD, 14654 USD, 14531 USD, 14344 USD, 14157 USD, 13080 USD, 12945 USD, 12884 USD, 12725 USD, 12288 USD, 11895 USD, 11862 USD, 11755 USD, 11671 USD, 11549 USD, 11388 USD, 11249 USD, 11054 USD, 10979 USD, 10888 USD, 10794 USD, 10466 USD, 10206 USD, 9906 USD, 9873 USD, 9794 USD, 9486 USD, 9161 USD, 8774 USD, 8415 USD, 7962 USD, 7535 USD, 6953 USD, 6858 USD, 6504 USD, 5680 USD, 5529 USD, 5355 USD, 4688 USD, 4375 USD, 3657 USD, 3019 USD, 1316 USD, 868 USD, 263 USD, 212 USD, 102 USD, 69 USD, 68 USD, 41 USD, 34 USD, 25 USD, 12 USD, 11 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([1617246 USD, 1525400 USD, 1401221 USD, 1364250 USD, 1197452 USD, 1182323 USD, 1128189 USD, 1117895 USD, 1074408 USD, 1060062 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": {
"mir_filed": "7361617 USD",
"mix_other": "0.57710897461895430572868178794",
"mix_stock": "0.369160544363598745860257036962",
"mix_savings": "0.0445261408487059209168875397158",
"payout_rate": "0.0904580777041945303659009415289",
"stock_count": "472",
"excise_filed": "1003485 USD",
"largest_stock": "1617246 USD",
"mir_difference": "0.25 USD",
"mir_recomputed": "7361616.75 USD",
"payout_coverage": "2.02582731885884368460784825226",
"total_assets_fmv": "192297869 USD",
"excise_difference": "-0.2576 USD",
"excise_recomputed": "1003485.2576 USD",
"distributable_filed": "6574279 USD",
"stock_concentration": "0.00783367631813813801073916637519",
"top10_share_of_stock": "0.178457003053975313791110612879",
"net_investment_income": "72193184 USD",
"distributable_difference": "0 USD",
"distributable_recomputed": "6574279 USD",
"effective_stock_holdings": "127.653985100787787289739023423",
"net_noncharitable_assets": "147232335 USD",
"qualifying_distributions": "13318354 USD",
"undistributed_to_next_year": "0 USD",
"largest_stock_share_of_assets": "0.00841010879844955536142732814163",
"largest_stock_halved_share_of_assets": "0.00420505439922477768071366407082"
},
"version": 2,
"holdings": {
"tie": "exact",
"top": [
{
"fmv": "1617246",
"name": "TAIWAN SEMICONDUCTR, 8,189 Sh",
"shareOfAssets": "0.00841010879844955536142732814163"
},
{
"fmv": "1525400",
"name": "IBM CORP, 6,939 Sh",
"shareOfAssets": "0.00793248520086304232523762392812"
},
{
"fmv": "1401221",
"name": "IRON MTN INC NEW, 13,331 Sh",
"shareOfAssets": "0.00728672141447391702505034000143"
},
{
"fmv": "1364250",
"name": "SAP SE, 5,541 Sh",
"shareOfAssets": "0.00709446239365242263813126291067"
},
{
"fmv": "1197452",
"name": "AECOM, 11,210 Sh",
"shareOfAssets": "0.00622706848613075374225805903237"
},
{
"fmv": "1182323",
"name": "FORTINET INC, 12,514 Sh",
"shareOfAssets": "0.00614839366732659944349149287765"
},
{
"fmv": "1128189",
"name": "STANTEC INC, 14,381 Sh",
"shareOfAssets": "0.00586688248739771526017274793617"
},
{
"fmv": "1117895",
"name": "VERTEX PHARMACEUTICA, 2,776 Sh",
"shareOfAssets": "0.00581335095294269745651731585231"
},
{
"fmv": "1074408",
"name": "SCHNEIDER ELECTRIC SA, 21,644 Sh",
"shareOfAssets": "0.0055872070012382716524019306735"
},
{
"fmv": "1060062",
"name": "AMALGAMATED FINL CORP, 31,672 Sh",
"shareOfAssets": "0.00551260399042695579741447888848"
}
],
"count": 472,
"schedule": "Corporate stock (line 10b)"
},
"refusals": [],
"blankLines": [
"Part X line 6 (deduction)"
],
"kernelProof": "b0abef486ba74badee9b4d05d3a2fc9721a1a065a572f80660a5a0fe96fbb792",
"otherInvestments": [
{
"fmv": "15988262",
"name": "Parnassus Endeavor Fd,, 304,017.145 Sh",
"shareOfAssets": "0.083143209454910808189975313767"
},
{
"fmv": "15801944",
"name": "Domini Impact Int'l Eq, 1,783,515.12 Sh",
"shareOfAssets": "0.0821743063621781476943980070835"
},
{
"fmv": "15291801",
"name": "Brown Adv Sustainable, 283,496.5 Sh",
"shareOfAssets": "0.0795214272499296391058810953334"
},
{
"fmv": "15241860",
"name": "Pear Tree Essex Env, 1,143,425.34 Sh",
"shareOfAssets": "0.0792617207838117020423143638685"
},
{
"fmv": "7625025",
"name": "Invesco MSCI Sust, 188,566.0149 Sh",
"shareOfAssets": "0.0396521554796844888593123203045"
}
]
}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.