Sealed proof · filed Form 990-PF

SCSYMMES FOUNDATION

EIN 57-6017472, tax year January 1, 2025 to December 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 F W SYMMES FOUNDATION. 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 2025-12-31. The IRS received it on May 4, 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.

One field, no account. A person writes to you with the page. Your address goes on our contact list beside this foundation’s name. The page stays either way.

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 distributions1.23×

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 rate6.0%

of net noncharitable-use assets; the legal test is the distributable amount, not this rate

Assets at fair market value$17.8M

end of the tax year, Part II

Largest listed stock4.7%

02079K305 ALPHABET INC CL A

If that stock halved−2.3%

of total assets, from that one name

Keep This Record

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

SCSYMMES FOUNDATION · Form 990-PF, year ended December 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/3091969c1a20 — it fits on a printed page, and whoever opens it can run the same check.

The return’s own arithmetic, re-done

Each line as filed and as recomputed
LineAs filedRecomputedResult
Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)$866,906$866,906.05recomputes, within the form's whole-dollar rounding (difference −$0.05)
Excise tax: 1.39% of net investment income (Part V line 1)$12,287$12,287.2525recomputes, within the form's whole-dollar rounding (difference −$0.2525)
Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)$854,619$854,619recomputes exactly

Where the assets sit, at fair market value

Assets by Part II line, at fair market value
Part II lineFair market valueShare of assets
Savings and temporary cash investments (line 2)$522,9572.9%
Corporate stock (line 10b)$9.2M51.8%
Corporate bonds (line 10c)$2.9M16.1%
Other investments (line 13)$5.1M28.6%

The ten largest listed stocks, of 113 on the schedule

The schedule ties to Part II line 10b exactly. It behaves like 35.5 equal holdings; the ten largest are 42.6% of the listed stock.

The ten largest listed stocks
Stock, as listedFair market valueShare of assets
02079K305 ALPHABET INC CL A$833,8324.7%
023135106 AMAZON COM INC COM$592,2843.3%
594918104 MICROSOFT CORP$491,3582.8%
45841N107 INTERACTIVE BROKERS$439,8162.5%
084670702 BERKSHIRE HATHAWAY I$376,4852.1%
040413205 ARISTA NETWORKS INC$292,7211.6%
57636Q104 MASTERCARD INC$260,3211.5%
50155Q100 KYNDRYL HOLDINGS INC$236,0121.3%
03073E105 CENCORA INC$210,0811.2%
380237107 GODADDY INC$194,8061.1%

Largest other investments (line 13), as listed

Largest other investments, line 13
72201F490 PIMCO INCOME FUND-IN$1.6M9.0%
00326A104 ABERDEEN STANDARD PH$1M5.6%
IWI993008 IRONWOOD INSTITUTION$839,0664.7%
38147N269 GLDMN SCHS GQG PRT I$804,4904.5%
00771X419 GQG PART EMERG MKTS$369,0512.1%

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.

ControlReadsResultDetail
Minimum investment returnPart IX line 6 against 5% of line 5, prorated for a short yearagreesFiled $866,906; recomputed $866,906.05; agrees within the form's whole-dollar rounding.
Excise taxPart V line 1 against 1.39% of net investment incomeagreesFiled $12,287; recomputed $12,287.25; agrees within the form's whole-dollar rounding.
Distributable amountPart X line 7 against the form's own chain from line 1agreesFiled $854,619; recomputed $854,619; agrees to the dollar.
Payout coveragePart XI total against Part X line 7reportedQualifying distributions $1,046,985 against a distributable amount of $854,619 (1.23×).
Payout deadlinePart XII undistributed income and the date it falls duereportedPart XII reports $0 undistributed income for the year ended 31 December 2025: nothing carried into the next year, so nothing from this year falls due by 31 December 2026.
Holdings tie-outThe corporate-stock schedule against Part II line 10bagrees113 listed holdings sum to Part II line 10b exactly; the largest is 4.7% of total assets.
The foundation's own answersPart VI-B 2a, 3a, 3b, 4a and 4b, each answeredreportedAll 4 answered No (3b not asked: 3a is No).
Filing timelinessThe e-file timestamp beside the original due date and the extension window, each with its IRC §7503 roll to the next business dayreportedReturn timestamped 4 May 2026; the original due date was 15 May 2026; the six-month extension window ended 15 November 2026 (a Sunday, so 16 November 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 continuityThis year's opening balances against last year's closingnot checkedNeeds 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.

ByWhatAmountBasis
May 17, 2027Excise tax on the year ending 31 December 2026, due with that return by 15 May 2027 (a Saturday, so 17 May 2027 under IRC §7503)$12,287Projected under the assumptions below
December 31, 2027Distributable amount for the year ending 31 December 2026, to be paid out$854,618Projected under the assumptions below

If net noncharitable-use assets fell 20% over the coming year: what is owed now, nothing from Part XII, is unchanged; the following year’s minimum investment return would be $693,524, $173,381 less than the projection.

The assumptions, the forward kernel proof, and what was refused
  • Net noncharitable-use assets for the year ending 31 December 2026 equal this return's Part IX line 5, $17338121; the thirteen-month average is not observable from a filing.
  • Net investment income for that year equals this return's, $883975.
  • 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) 91fc433f26ba02f7… · 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.

Walk through it with a person →

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 3091969c1a20c79c5a620bd937aa597ceff6e80ede6a3ff3059af0d64887bc81 · recomputed now, matches
return Form 990-PF, IRS object 202601249349102810, schema 2025v4.0 — the file as the IRS published it hashes to 9d1eeed3611402c1…
source file 202601249349102810_public.xml inside 2026_TEOS_XML_05A.zip at irs.gov — not part of the seal; fetch it yourself with verify_proof.py 3091969c1a20 --fetch
arithmetic kernel@2026-09-15.1 · kernel proof fda94fc8d6d75e13…
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 superseded

This 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.

Check It at /verifyKeep This Record
The program, and the full body that was hashed
let total_assets_fmv = 17815221 USD
let mix_savings = share(522957 USD, total_assets_fmv)
let mix_stock = share(9221023 USD, total_assets_fmv)
let mix_bonds = share(2872369 USD, total_assets_fmv)
let mix_other = share(5098872 USD, total_assets_fmv)
let net_noncharitable_assets = 17338121 USD
let mir_filed = 866906 USD
let mir_recomputed = net_noncharitable_assets * 5%
let mir_difference = mir_filed - mir_recomputed
let net_investment_income = 883975 USD
let excise_filed = 12287 USD
let excise_recomputed = net_investment_income * 1.39%
let excise_difference = excise_filed - excise_recomputed
let distributable_filed = 854619 USD
let distributable_recomputed = 866906 USD - 12287 USD + 0 USD - 0 USD
let distributable_difference = distributable_filed - distributable_recomputed
let qualifying_distributions = 1046985 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 = [833832 USD, 592284 USD, 491358 USD, 439816 USD, 376485 USD, 292721 USD, 260321 USD, 236012 USD, 210081 USD, 194806 USD, 193827 USD, 186606 USD, 185137 USD, 158493 USD, 158306 USD, 157566 USD, 148854 USD, 132165 USD, 128149 USD, 117351 USD, 115259 USD, 110470 USD, 107365 USD, 106021 USD, 104000 USD, 102398 USD, 99101 USD, 96507 USD, 92126 USD, 91700 USD, 90154 USD, 82363 USD, 79724 USD, 78528 USD, 73433 USD, 72248 USD, 71552 USD, 70579 USD, 69283 USD, 68983 USD, 64598 USD, 62889 USD, 60700 USD, 60190 USD, 58261 USD, 57991 USD, 51125 USD, 49028 USD, 45858 USD, 43274 USD, 42190 USD, 42113 USD, 40062 USD, 40023 USD, 39014 USD, 36762 USD, 35786 USD, 35020 USD, 34083 USD, 33217 USD, 32684 USD, 31262 USD, 30985 USD, 30045 USD, 29927 USD, 29915 USD, 29767 USD, 29578 USD, 27755 USD, 27290 USD, 27189 USD, 26872 USD, 26655 USD, 25912 USD, 25651 USD, 25528 USD, 23516 USD, 23346 USD, 22802 USD, 22568 USD, 21969 USD, 21413 USD, 21124 USD, 19951 USD, 19402 USD, 18530 USD, 18328 USD, 17713 USD, 17655 USD, 17536 USD, 17472 USD, 17451 USD, 17014 USD, 16255 USD, 15916 USD, 14815 USD, 14682 USD, 14411 USD, 14192 USD, 14122 USD, 14080 USD, 13518 USD, 12657 USD, 10533 USD, 9842 USD, 9588 USD, 8981 USD, 7994 USD, 6819 USD, 6200 USD, 5506 USD, 4267 USD, 3692 USD]
let stock_count = count(stocks)
let largest_stock = max(stocks)
let largest_stock_share_of_assets = share(largest_stock, total_assets_fmv)
let top10_share_of_stock = share(sum([833832 USD, 592284 USD, 491358 USD, 439816 USD, 376485 USD, 292721 USD, 260321 USD, 236012 USD, 210081 USD, 194806 USD]), sum(stocks))
let stock_concentration = hhi(stocks)
let effective_stock_holdings = 1 / stock_concentration
let largest_stock_halved_share_of_assets = share(largest_stock * 50%, total_assets_fmv)
{
  "mix": [
    {
      "fmv": "522957",
      "line": "savings",
      "label": "Savings and temporary cash investments (line 2)",
      "share": "0.0293545053412472402110532336366"
    },
    {
      "fmv": "9221023",
      "line": "stock",
      "label": "Corporate stock (line 10b)",
      "share": "0.517592400341258747225195803072"
    },
    {
      "fmv": "2872369",
      "line": "bonds",
      "label": "Corporate bonds (line 10c)",
      "share": "0.161231174174039154496034598729"
    },
    {
      "fmv": "5098872",
      "line": "other",
      "label": "Other investments (line 13)",
      "share": "0.286208742512933182249044230212"
    }
  ],
  "kind": "public-filing-990pf",
  "lens": "AXIOM",
  "build": {
    "commit": "7dd856f88a5ecf553ea48f52397c50a503af0e0d",
    "digest": "b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b"
  },
  "filer": {
    "ein": "576017472",
    "name": "SCSYMMES 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": "866906",
      "label": "Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)",
      "verdict": "rounding",
      "difference": "-0.05",
      "recomputed": "866906.05"
    },
    {
      "id": "excise_tax",
      "note": null,
      "filed": "12287",
      "label": "Excise tax: 1.39% of net investment income (Part V line 1)",
      "verdict": "rounding",
      "difference": "-0.2525",
      "recomputed": "12287.2525"
    },
    {
      "id": "distributable_amount",
      "note": null,
      "filed": "854619",
      "label": "Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)",
      "verdict": "exact",
      "difference": "0",
      "recomputed": "854619"
    }
  ],
  "engine": "kernel@2026-09-15.1",
  "source": {
    "form": "990-PF",
    "lines": {
      "netInvestmentIncome": "883975",
      "grossInvestmentIncome": "1030648",
      "netNoncharitableAssets": "17338121",
      "undistributedCurrentYear": "0"
    },
    "period": {
      "end": "2025-12-31",
      "days": 365,
      "begin": "2025-01-01"
    },
    "amended": false,
    "foreign": {
      "organization": false,
      "meets85PctTest": false
    },
    "objectId": "202601249349102810",
    "returnTs": "2026-05-04T16:01:42-04:00",
    "operating": false,
    "sourceSha256": "9d1eeed3611402c1b72f5f4fcffc35cf5b4b93ba61a2eb5c0de7076e349ac0cb",
    "returnVersion": "2025v4.0",
    "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 = 17815221 USD\nlet mix_savings = share(522957 USD, total_assets_fmv)\nlet mix_stock = share(9221023 USD, total_assets_fmv)\nlet mix_bonds = share(2872369 USD, total_assets_fmv)\nlet mix_other = share(5098872 USD, total_assets_fmv)\nlet net_noncharitable_assets = 17338121 USD\nlet mir_filed = 866906 USD\nlet mir_recomputed = net_noncharitable_assets * 5%\nlet mir_difference = mir_filed - mir_recomputed\nlet net_investment_income = 883975 USD\nlet excise_filed = 12287 USD\nlet excise_recomputed = net_investment_income * 1.39%\nlet excise_difference = excise_filed - excise_recomputed\nlet distributable_filed = 854619 USD\nlet distributable_recomputed = 866906 USD - 12287 USD + 0 USD - 0 USD\nlet distributable_difference = distributable_filed - distributable_recomputed\nlet qualifying_distributions = 1046985 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 = [833832 USD, 592284 USD, 491358 USD, 439816 USD, 376485 USD, 292721 USD, 260321 USD, 236012 USD, 210081 USD, 194806 USD, 193827 USD, 186606 USD, 185137 USD, 158493 USD, 158306 USD, 157566 USD, 148854 USD, 132165 USD, 128149 USD, 117351 USD, 115259 USD, 110470 USD, 107365 USD, 106021 USD, 104000 USD, 102398 USD, 99101 USD, 96507 USD, 92126 USD, 91700 USD, 90154 USD, 82363 USD, 79724 USD, 78528 USD, 73433 USD, 72248 USD, 71552 USD, 70579 USD, 69283 USD, 68983 USD, 64598 USD, 62889 USD, 60700 USD, 60190 USD, 58261 USD, 57991 USD, 51125 USD, 49028 USD, 45858 USD, 43274 USD, 42190 USD, 42113 USD, 40062 USD, 40023 USD, 39014 USD, 36762 USD, 35786 USD, 35020 USD, 34083 USD, 33217 USD, 32684 USD, 31262 USD, 30985 USD, 30045 USD, 29927 USD, 29915 USD, 29767 USD, 29578 USD, 27755 USD, 27290 USD, 27189 USD, 26872 USD, 26655 USD, 25912 USD, 25651 USD, 25528 USD, 23516 USD, 23346 USD, 22802 USD, 22568 USD, 21969 USD, 21413 USD, 21124 USD, 19951 USD, 19402 USD, 18530 USD, 18328 USD, 17713 USD, 17655 USD, 17536 USD, 17472 USD, 17451 USD, 17014 USD, 16255 USD, 15916 USD, 14815 USD, 14682 USD, 14411 USD, 14192 USD, 14122 USD, 14080 USD, 13518 USD, 12657 USD, 10533 USD, 9842 USD, 9588 USD, 8981 USD, 7994 USD, 6819 USD, 6200 USD, 5506 USD, 4267 USD, 3692 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([833832 USD, 592284 USD, 491358 USD, 439816 USD, 376485 USD, 292721 USD, 260321 USD, 236012 USD, 210081 USD, 194806 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": "866906 USD",
    "mix_bonds": "0.161231174174039154496034598729",
    "mix_other": "0.286208742512933182249044230212",
    "mix_stock": "0.517592400341258747225195803072",
    "mix_savings": "0.0293545053412472402110532336366",
    "payout_rate": "0.0603863013760256950565750463963",
    "stock_count": "113",
    "excise_filed": "12287 USD",
    "largest_stock": "833832 USD",
    "mir_difference": "-0.05 USD",
    "mir_recomputed": "866906.05 USD",
    "payout_coverage": "1.22508977684792872613410186294",
    "total_assets_fmv": "17815221 USD",
    "excise_difference": "-0.2525 USD",
    "excise_recomputed": "12287.2525 USD",
    "distributable_filed": "854619 USD",
    "stock_concentration": "0.0281900881885890696830299176947",
    "top10_share_of_stock": "0.425952304858148602383922044224",
    "net_investment_income": "883975 USD",
    "distributable_difference": "0 USD",
    "distributable_recomputed": "854619 USD",
    "effective_stock_holdings": "35.4734612148104309238714163177",
    "net_noncharitable_assets": "17338121 USD",
    "qualifying_distributions": "1046985 USD",
    "undistributed_to_next_year": "0 USD",
    "largest_stock_share_of_assets": "0.0468044713001314999123502312994",
    "largest_stock_halved_share_of_assets": "0.0234022356500657499561751156497"
  },
  "version": 2,
  "holdings": {
    "tie": "exact",
    "top": [
      {
        "fmv": "833832",
        "name": "02079K305 ALPHABET INC CL A",
        "shareOfAssets": "0.0468044713001314999123502312994"
      },
      {
        "fmv": "592284",
        "name": "023135106 AMAZON COM INC COM",
        "shareOfAssets": "0.0332459529971590024058640642179"
      },
      {
        "fmv": "491358",
        "name": "594918104 MICROSOFT CORP",
        "shareOfAssets": "0.0275807973417786958691110259031"
      },
      {
        "fmv": "439816",
        "name": "45841N107 INTERACTIVE BROKERS",
        "shareOfAssets": "0.024687653327455213718651034416"
      },
      {
        "fmv": "376485",
        "name": "084670702 BERKSHIRE HATHAWAY I",
        "shareOfAssets": "0.0211327718022695312059277850104"
      },
      {
        "fmv": "292721",
        "name": "040413205 ARISTA NETWORKS INC",
        "shareOfAssets": "0.0164309496918393546731752583928"
      },
      {
        "fmv": "260321",
        "name": "57636Q104 MASTERCARD INC",
        "shareOfAssets": "0.0146122801395503317079254868632"
      },
      {
        "fmv": "236012",
        "name": "50155Q100 KYNDRYL HOLDINGS INC",
        "shareOfAssets": "0.0132477727893468175331644777239"
      },
      {
        "fmv": "210081",
        "name": "03073E105 CENCORA INC",
        "shareOfAssets": "0.0117922196979762417766246065654"
      },
      {
        "fmv": "194806",
        "name": "380237107 GODADDY INC",
        "shareOfAssets": "0.0109348068149140557953224380433"
      }
    ],
    "count": 113,
    "schedule": "Corporate stock (line 10b)"
  },
  "refusals": [],
  "blankLines": [],
  "kernelProof": "fda94fc8d6d75e13617056072ec970c00ee4cd3a0651314c7e535bb489632e90",
  "otherInvestments": [
    {
      "fmv": "1603840",
      "name": "72201F490 PIMCO INCOME FUND-IN",
      "shareOfAssets": "0.0900263881093588454501911595708"
    },
    {
      "fmv": "1000298",
      "name": "00326A104 ABERDEEN STANDARD PH",
      "shareOfAssets": "0.0561485035745557127806609864677"
    },
    {
      "fmv": "839066",
      "name": "IWI993008 IRONWOOD INSTITUTION",
      "shareOfAssets": "0.0470982650173130044246995308113"
    },
    {
      "fmv": "804490",
      "name": "38147N269 GLDMN SCHS GQG PRT I",
      "shareOfAssets": "0.0451574527197838297936354536382"
    },
    {
      "fmv": "369051",
      "name": "00771X419 GQG PART EMERG MKTS",
      "shareOfAssets": "0.0207154881772165498255676985427"
    }
  ]
}

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.