Sealed proof · filed Form 990-PF
E S PRENTISS FOUNDATION-IR
EIN 34-6512433, 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.
Listed in the IRS register as ELIZABETH SEVERANCE PRENTISS 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. 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 12, 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 distributions0.97×
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 rate4.8%
of net noncharitable-use assets; the legal test is the distributable amount, not this rate
Assets at fair market value$103.4M
end of the tax year, Part II
Largest listed stock0.7%
594918104 MICROSOFT CORP
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
E S PRENTISS FOUNDATION-IR · 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/35db77181666 — 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) | $5,024,086 | $5,024,086.3 | recomputes, within the form's whole-dollar rounding (difference −$0.3) |
| Excise tax: 1.39% of net investment income (Part V line 1) | $91,193 | $91,193.2574 | recomputes, within the form's whole-dollar rounding (difference −$0.2574) |
| Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7) | $4,932,893 | $4,932,893 | recomputes exactly |
Where the assets sit, at fair market value
| Part II line | Fair market value | Share of assets |
|---|---|---|
| Savings and temporary cash investments (line 2) | $6.3M | 6.1% |
| Corporate stock (line 10b) | $19.9M | 19.3% |
| Other investments (line 13) | $70M | 67.7% |
The ten largest listed stocks, of 153 on the schedule
The schedule ties to Part II line 10b exactly. It behaves like 75.7 equal holdings; the ten largest are 26.2% of the listed stock.
| Stock, as listed | Fair market value | Share of assets |
|---|---|---|
| 594918104 MICROSOFT CORP | $725,402 | 0.7% |
| 00724F101 ADOBE INC | $609,212 | 0.6% |
| 09260D107 BLACKSTONE INC | $573,814 | 0.6% |
| 64110L106 NETFLIX INC | $556,184 | 0.5% |
| N07059210 ASML HOLDING NV-NY S | $493,473 | 0.5% |
| 67066G104 NVIDIA CORP | $490,024 | 0.5% |
| 92826C839 VISA INC CLASS A SHA | $473,112 | 0.5% |
| 235851102 DANAHER CORP | $463,921 | 0.4% |
| 532457108 ELI LILLY & CO | $436,180 | 0.4% |
| 78409V104 S&P GLOBAL INC | $400,416 | 0.4% |
Largest other investments (line 13), as listed
| 464287200 ISHARES CORE S&P 500 | $12.1M | 11.7% |
| 464287499 ISHARES RUSSELL MID- | $10.7M | 10.4% |
| 256210105 DODGE & COX INCOME F | $10.6M | 10.2% |
| 464287226 ISHARES CORE US AGGR | $9.8M | 9.5% |
| 31423A671 FEDERATED HERMES INT | $9.2M | 8.9% |
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 $5,024,086; recomputed $5,024,086.3; agrees within the form's whole-dollar rounding. |
| Excise tax | Part V line 1 against 1.39% of net investment income | agrees | Filed $91,193; recomputed $91,193.25; 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 $4,932,893; recomputed $4,932,893; agrees to the dollar. |
| Payout coverage | Part XI total against Part X line 7 | reported | Qualifying distributions $4,805,997 against a distributable amount of $4,932,893 (0.97×). |
| 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 | 153 listed holdings sum to Part II line 10b exactly; the largest is 0.7% 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 12 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. | $91,193 | Projected under the assumptions below |
| December 31, 2026 | Distributable amount for the year ending 31 December 2025, to be paid out | $4,932,893 | 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 $4,019,269, $1,004,817 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, $100481726; the thirteen-month average is not observable from a filing.
- Net investment income for that year equals this return's, $6560666.
- 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)
728733baff5ed802…· 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
35db7718166696dfe74628cbbe91b97e1a014ee47dde94f4ab852ae840f49c0d · recomputed now, matchesreturn Form 990-PF, IRS object
202543169349102159, schema 2024v5.2 — the file as the IRS published it hashes to 8daa988f18e349dd…source file
202543169349102159_public.xml inside 2025_TEOS_XML_11B.zip at irs.gov — not part of the seal; fetch it yourself with verify_proof.py 35db77181666 --fetcharithmetic
kernel@2026-09-15.1 · kernel proof 5fab5a03020279e7…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 = 103414127 USD let mix_savings = share(6286306 USD, total_assets_fmv) let mix_stock = share(19928379 USD, total_assets_fmv) let mix_other = share(70038442 USD, total_assets_fmv) let net_noncharitable_assets = 100481726 USD let mir_filed = 5024086 USD let mir_recomputed = net_noncharitable_assets * 5% let mir_difference = mir_filed - mir_recomputed let net_investment_income = 6560666 USD let excise_filed = 91193 USD let excise_recomputed = net_investment_income * 1.39% let excise_difference = excise_filed - excise_recomputed let distributable_filed = 4932893 USD let distributable_recomputed = 5024086 USD - 91193 USD + 0 USD - 0 USD let distributable_difference = distributable_filed - distributable_recomputed let qualifying_distributions = 4805997 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 = [725402 USD, 609212 USD, 573814 USD, 556184 USD, 493473 USD, 490024 USD, 473112 USD, 463921 USD, 436180 USD, 400416 USD, 367948 USD, 349180 USD, 333928 USD, 328706 USD, 323615 USD, 306680 USD, 299346 USD, 270005 USD, 262305 USD, 259742 USD, 256424 USD, 248184 USD, 241707 USD, 240349 USD, 234447 USD, 207555 USD, 204406 USD, 201723 USD, 196270 USD, 195405 USD, 184959 USD, 184115 USD, 176002 USD, 175607 USD, 175065 USD, 175037 USD, 169937 USD, 164632 USD, 162053 USD, 157705 USD, 155518 USD, 153955 USD, 150167 USD, 149723 USD, 149354 USD, 148986 USD, 148820 USD, 148608 USD, 143052 USD, 142140 USD, 140508 USD, 139987 USD, 136815 USD, 126061 USD, 125514 USD, 121707 USD, 116683 USD, 114036 USD, 106573 USD, 104967 USD, 98732 USD, 93216 USD, 90639 USD, 86875 USD, 84908 USD, 83703 USD, 80088 USD, 78321 USD, 75854 USD, 74246 USD, 74150 USD, 73599 USD, 73207 USD, 72713 USD, 72665 USD, 72656 USD, 72645 USD, 72209 USD, 70100 USD, 68316 USD, 68182 USD, 66820 USD, 66121 USD, 65242 USD, 64546 USD, 64395 USD, 63540 USD, 63506 USD, 63308 USD, 62062 USD, 61753 USD, 60677 USD, 60271 USD, 59158 USD, 58805 USD, 58073 USD, 57843 USD, 56870 USD, 56820 USD, 54866 USD, 54361 USD, 53799 USD, 53299 USD, 53012 USD, 51437 USD, 51249 USD, 51100 USD, 51034 USD, 50680 USD, 50105 USD, 50064 USD, 49456 USD, 49126 USD, 48405 USD, 48333 USD, 48003 USD, 47049 USD, 46567 USD, 46188 USD, 44719 USD, 43411 USD, 43313 USD, 42827 USD, 42677 USD, 42295 USD, 42114 USD, 40937 USD, 40247 USD, 39121 USD, 37911 USD, 37436 USD, 37305 USD, 36984 USD, 36128 USD, 36081 USD, 35689 USD, 35535 USD, 33723 USD, 32342 USD, 31741 USD, 31700 USD, 30870 USD, 30698 USD, 30632 USD, 30448 USD, 30118 USD, 29446 USD, 28050 USD, 27328 USD, 26997 USD, 23769 USD, 21458 USD, 21413 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([725402 USD, 609212 USD, 573814 USD, 556184 USD, 493473 USD, 490024 USD, 473112 USD, 463921 USD, 436180 USD, 400416 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": "6286306",
"line": "savings",
"label": "Savings and temporary cash investments (line 2)",
"share": "0.060787691027938571680830414978"
},
{
"fmv": "19928379",
"line": "stock",
"label": "Corporate stock (line 10b)",
"share": "0.192704609883715403795846963926"
},
{
"fmv": "70038442",
"line": "other",
"label": "Other investments (line 13)",
"share": "0.677261840638078393293403714562"
}
],
"kind": "public-filing-990pf",
"lens": "AXIOM",
"build": {
"commit": "7dd856f88a5ecf553ea48f52397c50a503af0e0d",
"digest": "b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b"
},
"filer": {
"ein": "346512433",
"name": "E S PRENTISS FOUNDATION-IR"
},
"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": "5024086",
"label": "Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)",
"verdict": "rounding",
"difference": "-0.3",
"recomputed": "5024086.3"
},
{
"id": "excise_tax",
"note": null,
"filed": "91193",
"label": "Excise tax: 1.39% of net investment income (Part V line 1)",
"verdict": "rounding",
"difference": "-0.2574",
"recomputed": "91193.2574"
},
{
"id": "distributable_amount",
"note": null,
"filed": "4932893",
"label": "Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)",
"verdict": "exact",
"difference": "0",
"recomputed": "4932893"
}
],
"engine": "kernel@2026-09-15.1",
"source": {
"form": "990-PF",
"lines": {
"netInvestmentIncome": "6560666",
"grossInvestmentIncome": "6766725",
"netNoncharitableAssets": "100481726",
"undistributedCurrentYear": "0"
},
"period": {
"end": "2024-12-31",
"days": 366,
"begin": "2024-01-01"
},
"amended": false,
"foreign": {
"organization": false,
"meets85PctTest": false
},
"objectId": "202543169349102159",
"returnTs": "2025-11-12T12:01:32-06:00",
"operating": false,
"sourceSha256": "8daa988f18e349dd23cb547e520405e2a7cc1296e460b8019aa9c360e788fa52",
"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 = 103414127 USD\nlet mix_savings = share(6286306 USD, total_assets_fmv)\nlet mix_stock = share(19928379 USD, total_assets_fmv)\nlet mix_other = share(70038442 USD, total_assets_fmv)\nlet net_noncharitable_assets = 100481726 USD\nlet mir_filed = 5024086 USD\nlet mir_recomputed = net_noncharitable_assets * 5%\nlet mir_difference = mir_filed - mir_recomputed\nlet net_investment_income = 6560666 USD\nlet excise_filed = 91193 USD\nlet excise_recomputed = net_investment_income * 1.39%\nlet excise_difference = excise_filed - excise_recomputed\nlet distributable_filed = 4932893 USD\nlet distributable_recomputed = 5024086 USD - 91193 USD + 0 USD - 0 USD\nlet distributable_difference = distributable_filed - distributable_recomputed\nlet qualifying_distributions = 4805997 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 = [725402 USD, 609212 USD, 573814 USD, 556184 USD, 493473 USD, 490024 USD, 473112 USD, 463921 USD, 436180 USD, 400416 USD, 367948 USD, 349180 USD, 333928 USD, 328706 USD, 323615 USD, 306680 USD, 299346 USD, 270005 USD, 262305 USD, 259742 USD, 256424 USD, 248184 USD, 241707 USD, 240349 USD, 234447 USD, 207555 USD, 204406 USD, 201723 USD, 196270 USD, 195405 USD, 184959 USD, 184115 USD, 176002 USD, 175607 USD, 175065 USD, 175037 USD, 169937 USD, 164632 USD, 162053 USD, 157705 USD, 155518 USD, 153955 USD, 150167 USD, 149723 USD, 149354 USD, 148986 USD, 148820 USD, 148608 USD, 143052 USD, 142140 USD, 140508 USD, 139987 USD, 136815 USD, 126061 USD, 125514 USD, 121707 USD, 116683 USD, 114036 USD, 106573 USD, 104967 USD, 98732 USD, 93216 USD, 90639 USD, 86875 USD, 84908 USD, 83703 USD, 80088 USD, 78321 USD, 75854 USD, 74246 USD, 74150 USD, 73599 USD, 73207 USD, 72713 USD, 72665 USD, 72656 USD, 72645 USD, 72209 USD, 70100 USD, 68316 USD, 68182 USD, 66820 USD, 66121 USD, 65242 USD, 64546 USD, 64395 USD, 63540 USD, 63506 USD, 63308 USD, 62062 USD, 61753 USD, 60677 USD, 60271 USD, 59158 USD, 58805 USD, 58073 USD, 57843 USD, 56870 USD, 56820 USD, 54866 USD, 54361 USD, 53799 USD, 53299 USD, 53012 USD, 51437 USD, 51249 USD, 51100 USD, 51034 USD, 50680 USD, 50105 USD, 50064 USD, 49456 USD, 49126 USD, 48405 USD, 48333 USD, 48003 USD, 47049 USD, 46567 USD, 46188 USD, 44719 USD, 43411 USD, 43313 USD, 42827 USD, 42677 USD, 42295 USD, 42114 USD, 40937 USD, 40247 USD, 39121 USD, 37911 USD, 37436 USD, 37305 USD, 36984 USD, 36128 USD, 36081 USD, 35689 USD, 35535 USD, 33723 USD, 32342 USD, 31741 USD, 31700 USD, 30870 USD, 30698 USD, 30632 USD, 30448 USD, 30118 USD, 29446 USD, 28050 USD, 27328 USD, 26997 USD, 23769 USD, 21458 USD, 21413 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([725402 USD, 609212 USD, 573814 USD, 556184 USD, 493473 USD, 490024 USD, 473112 USD, 463921 USD, 436180 USD, 400416 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": "5024086 USD",
"mix_other": "0.677261840638078393293403714562",
"mix_stock": "0.192704609883715403795846963926",
"mix_savings": "0.060787691027938571680830414978",
"payout_rate": "0.0478295625614552043025216346304",
"stock_count": "153",
"excise_filed": "91193 USD",
"largest_stock": "725402 USD",
"mir_difference": "-0.3 USD",
"mir_recomputed": "5024086.3 USD",
"payout_coverage": "0.97427554175612566500023414252",
"total_assets_fmv": "103414127 USD",
"excise_difference": "-0.2574 USD",
"excise_recomputed": "91193.2574 USD",
"distributable_filed": "4932893 USD",
"stock_concentration": "0.0132173778667172053409035486779",
"top10_share_of_stock": "0.262025225433538774026728415793",
"net_investment_income": "6560666 USD",
"distributable_difference": "0 USD",
"distributable_recomputed": "4932893 USD",
"effective_stock_holdings": "75.6579716554906654317143658916",
"net_noncharitable_assets": "100481726 USD",
"qualifying_distributions": "4805997 USD",
"undistributed_to_next_year": "0 USD",
"largest_stock_share_of_assets": "0.00701453487104329566114308541231",
"largest_stock_halved_share_of_assets": "0.00350726743552164783057154270615"
},
"version": 2,
"holdings": {
"tie": "exact",
"top": [
{
"fmv": "725402",
"name": "594918104 MICROSOFT CORP",
"shareOfAssets": "0.00701453487104329566114308541231"
},
{
"fmv": "609212",
"name": "00724F101 ADOBE INC",
"shareOfAssets": "0.00589099398382969475727431320868"
},
{
"fmv": "573814",
"name": "09260D107 BLACKSTONE INC",
"shareOfAssets": "0.00554870032408628271841428395948"
},
{
"fmv": "556184",
"name": "64110L106 NETFLIX INC",
"shareOfAssets": "0.00537822071446776319061321283503"
},
{
"fmv": "493473",
"name": "N07059210 ASML HOLDING NV-NY S",
"shareOfAssets": "0.00477181420290866063202370794079"
},
{
"fmv": "490024",
"name": "67066G104 NVIDIA CORP",
"shareOfAssets": "0.00473846286010807788378854660737"
},
{
"fmv": "473112",
"name": "92826C839 VISA INC CLASS A SHA",
"shareOfAssets": "0.00457492620906619460221329335401"
},
{
"fmv": "463921",
"name": "235851102 DANAHER CORP",
"shareOfAssets": "0.00448605053737000555059561639968"
},
{
"fmv": "436180",
"name": "532457108 ELI LILLY & CO",
"shareOfAssets": "0.00421779898601281041612428831895"
},
{
"fmv": "400416",
"name": "78409V104 S&P GLOBAL INC",
"shareOfAssets": "0.0038719661579698874216672544168"
}
],
"count": 153,
"schedule": "Corporate stock (line 10b)"
},
"refusals": [],
"blankLines": [],
"kernelProof": "5fab5a03020279e791822243a9e8c9ae421e1fb55be0411568dbfb863d495b1e",
"otherInvestments": [
{
"fmv": "12077359",
"name": "464287200 ISHARES CORE S&P 500",
"shareOfAssets": "0.116786355504408019612252782446"
},
{
"fmv": "10712047",
"name": "464287499 ISHARES RUSSELL MID-",
"shareOfAssets": "0.103583981325878233251439621977"
},
{
"fmv": "10562628",
"name": "256210105 DODGE & COX INCOME F",
"shareOfAssets": "0.102139120702532256545568479247"
},
{
"fmv": "9791164",
"name": "464287226 ISHARES CORE US AGGR",
"shareOfAssets": "0.0946791727981226394726515459537"
},
{
"fmv": "9159902",
"name": "31423A671 FEDERATED HERMES INT",
"shareOfAssets": "0.0885749584290355223904757229155"
}
]
}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.