Sealed proof · filed Form 990-PF
RICHARD LOUNSBERY FOUNDATION INC
EIN 13-6081860, 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.
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 12, 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 distributions3.42×
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 rate16.8%
of net noncharitable-use assets; the legal test is the distributable amount, not this rate
Assets at fair market value$25.9M
end of the tax year, Part II
Largest listed stock1.0%
AMAZON.COM INC
If that stock halved−0.5%
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
RICHARD LOUNSBERY FOUNDATION INC · 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/3be50b78468f — 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) | $1,265,182 | $1,265,182.05 | recomputes, within the form's whole-dollar rounding (difference −$0.05) |
| Excise tax: 1.39% of net investment income (Part V line 1) | $21,433 | $21,432.7992 | recomputes, within the form's whole-dollar rounding (difference $0.2008) |
| Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7) | $1,243,749 | $1,243,749 | recomputes exactly |
Where the assets sit, at fair market value
| Part II line | Fair market value | Share of assets |
|---|---|---|
| Cash (line 1) | $199,064 | 0.8% |
| Savings and temporary cash investments (line 2) | $729,072 | 2.8% |
| U.S. and state government obligations (line 10a) | $232,681 | 0.9% |
| Corporate stock (line 10b) | $14.3M | 55.3% |
| Corporate bonds (line 10c) | $4.7M | 18.1% |
| Other investments (line 13) | $5.7M | 22.1% |
The ten largest listed stocks, of 340 on the schedule
The schedule ties to Part II line 10b exactly. It behaves like 202.8 equal holdings; the ten largest are 12.7% of the listed stock.
| Stock, as listed | Fair market value | Share of assets |
|---|---|---|
| AMAZON.COM INC | $269,598 | 1.0% |
| MICROSOFT CORP | $253,901 | 1.0% |
| ORACLE CORP | $187,114 | 0.7% |
| LILLY ELI & CO | $184,845 | 0.7% |
| ALPHABET INC CL C | $163,804 | 0.6% |
| BROADCOM INC | $162,321 | 0.6% |
| MASTERCARD INC CL A | $161,559 | 0.6% |
| VISA INC CL A | $155,365 | 0.6% |
| SHOPIFY INC CL A | $151,312 | 0.6% |
| SIEMENS ENERGY AG ADR | $129,218 | 0.5% |
Largest other investments (line 13), as listed
| VANGUARD STAR FUND | $5.7M | 22.1% |
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.
| Control | Reads | Result | Detail |
|---|---|---|---|
| Minimum investment return | Part IX line 6 against 5% of line 5, prorated for a short year | agrees | Filed $1,265,182; recomputed $1,265,182.05; agrees within the form's whole-dollar rounding. |
| Excise tax | Part V line 1 against 1.39% of net investment income | agrees | Filed $21,433; recomputed $21,432.79; 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 $1,243,749; recomputed $1,243,749; agrees to the dollar. |
| Payout coverage | Part XI total against Part X line 7 | reported | Qualifying distributions $4,258,089 against a distributable amount of $1,243,749 (3.42×). |
| 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 2025: nothing carried into the next year, so nothing from this year falls due by 31 December 2026. |
| Holdings tie-out | The corporate-stock schedule against Part II line 10b | agrees | 340 listed holdings sum to Part II line 10b exactly; the largest is 1.0% 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 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 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 17, 2027 | Excise 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) | $21,432 | Projected under the assumptions below |
| December 31, 2027 | Distributable amount for the year ending 31 December 2026, to be paid out | $1,243,749 | Projected 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 $1,012,145, $253,036 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, $25303641; the thirteen-month average is not observable from a filing.
- Net investment income for that year equals this return's, $1541928.
- 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)
e6d6fa6341bd82b7…· 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
3be50b78468ff9a948c8c4bb1b1c390cd12a0ada2ef533a10f7231592b7f4035 · recomputed now, matchesreturn Form 990-PF, IRS object
202611329349104611, schema 2025v4.1 — the file as the IRS published it hashes to 0dcd62ce1706c1e5…source file
202611329349104611_public.xml inside 2026_TEOS_XML_05A.zip at irs.gov — not part of the seal; fetch it yourself with verify_proof.py 3be50b78468f --fetcharithmetic
kernel@2026-09-15.1 · kernel proof b175b34279271359…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 = 25895295 USD let mix_cash = share(199064 USD, total_assets_fmv) let mix_savings = share(729072 USD, total_assets_fmv) let mix_government = share(232681 USD, total_assets_fmv) let mix_stock = share(14332647 USD, total_assets_fmv) let mix_bonds = share(4686055 USD, total_assets_fmv) let mix_other = share(5715776 USD, total_assets_fmv) let net_noncharitable_assets = 25303641 USD let mir_filed = 1265182 USD let mir_recomputed = net_noncharitable_assets * 5% let mir_difference = mir_filed - mir_recomputed let net_investment_income = 1541928 USD let excise_filed = 21433 USD let excise_recomputed = net_investment_income * 1.39% let excise_difference = excise_filed - excise_recomputed let distributable_filed = 1243749 USD let distributable_recomputed = 1265182 USD - 21433 USD + 0 USD - 0 USD let distributable_difference = distributable_filed - distributable_recomputed let qualifying_distributions = 4258089 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 = [269598 USD, 253901 USD, 187114 USD, 184845 USD, 163804 USD, 162321 USD, 161559 USD, 155365 USD, 151312 USD, 129218 USD, 128499 USD, 126528 USD, 122552 USD, 118123 USD, 117302 USD, 113655 USD, 111091 USD, 110578 USD, 103231 USD, 100782 USD, 99644 USD, 99606 USD, 98682 USD, 94858 USD, 94036 USD, 93361 USD, 90882 USD, 89302 USD, 88220 USD, 87084 USD, 80846 USD, 80810 USD, 78231 USD, 78101 USD, 77130 USD, 77118 USD, 75392 USD, 72494 USD, 72370 USD, 70665 USD, 69551 USD, 68857 USD, 68505 USD, 68081 USD, 67951 USD, 67755 USD, 66931 USD, 66192 USD, 65261 USD, 64748 USD, 63882 USD, 63800 USD, 62961 USD, 62541 USD, 61914 USD, 61752 USD, 61593 USD, 60935 USD, 60891 USD, 60497 USD, 59936 USD, 59560 USD, 59445 USD, 59346 USD, 58429 USD, 58380 USD, 57508 USD, 57115 USD, 56722 USD, 56220 USD, 56161 USD, 56033 USD, 55391 USD, 54655 USD, 54448 USD, 54349 USD, 54129 USD, 53967 USD, 52994 USD, 52705 USD, 52423 USD, 52374 USD, 52220 USD, 51714 USD, 51629 USD, 51159 USD, 50295 USD, 49416 USD, 49353 USD, 49349 USD, 49035 USD, 48084 USD, 48031 USD, 47876 USD, 47708 USD, 47426 USD, 47231 USD, 47092 USD, 45853 USD, 45777 USD, 45613 USD, 45295 USD, 45070 USD, 45051 USD, 44406 USD, 43627 USD, 43624 USD, 42964 USD, 42860 USD, 42734 USD, 42367 USD, 42362 USD, 41876 USD, 41759 USD, 41609 USD, 41595 USD, 41544 USD, 41150 USD, 40599 USD, 40399 USD, 40318 USD, 40107 USD, 40081 USD, 39981 USD, 39607 USD, 39473 USD, 39239 USD, 39037 USD, 38879 USD, 38829 USD, 38625 USD, 38027 USD, 37685 USD, 37391 USD, 37378 USD, 37092 USD, 37025 USD, 36884 USD, 36830 USD, 36765 USD, 36756 USD, 36750 USD, 36718 USD, 36567 USD, 36544 USD, 36520 USD, 36486 USD, 36464 USD, 36379 USD, 36288 USD, 36222 USD, 36211 USD, 36087 USD, 35922 USD, 35760 USD, 35696 USD, 35693 USD, 35595 USD, 35476 USD, 35413 USD, 35184 USD, 34872 USD, 34161 USD, 34111 USD, 33780 USD, 33644 USD, 33395 USD, 33327 USD, 33317 USD, 33163 USD, 33048 USD, 33036 USD, 32949 USD, 32500 USD, 32008 USD, 31789 USD, 31775 USD, 31733 USD, 31655 USD, 31391 USD, 31173 USD, 30902 USD, 30859 USD, 30839 USD, 30825 USD, 30761 USD, 30499 USD, 30214 USD, 30207 USD, 30159 USD, 30109 USD, 29843 USD, 29828 USD, 29701 USD, 29674 USD, 29661 USD, 29499 USD, 29495 USD, 29257 USD, 29010 USD, 28965 USD, 28565 USD, 28403 USD, 28371 USD, 28187 USD, 27841 USD, 27690 USD, 27642 USD, 27595 USD, 27428 USD, 27392 USD, 27308 USD, 27182 USD, 26749 USD, 26721 USD, 26605 USD, 26505 USD, 25781 USD, 25726 USD, 25542 USD, 25493 USD, 25470 USD, 25414 USD, 25341 USD, 25232 USD, 25160 USD, 25130 USD, 24974 USD, 24854 USD, 24848 USD, 24831 USD, 24650 USD, 24597 USD, 24590 USD, 24392 USD, 24305 USD, 24287 USD, 24239 USD, 23991 USD, 23777 USD, 23688 USD, 23643 USD, 23498 USD, 23365 USD, 23071 USD, 22965 USD, 22950 USD, 22920 USD, 22908 USD, 22739 USD, 22724 USD, 22603 USD, 22489 USD, 22032 USD, 21559 USD, 21179 USD, 21140 USD, 21018 USD, 20948 USD, 20946 USD, 20367 USD, 20347 USD, 20281 USD, 20143 USD, 20115 USD, 19803 USD, 19724 USD, 19582 USD, 19404 USD, 19329 USD, 18942 USD, 18913 USD, 18883 USD, 18871 USD, 18763 USD, 18706 USD, 18610 USD, 18547 USD, 18477 USD, 18445 USD, 18326 USD, 18103 USD, 17881 USD, 17819 USD, 17796 USD, 17716 USD, 17690 USD, 17327 USD, 17156 USD, 17037 USD, 16830 USD, 16637 USD, 16471 USD, 16408 USD, 15882 USD, 15600 USD, 15454 USD, 15321 USD, 15262 USD, 15166 USD, 15150 USD, 14958 USD, 14855 USD, 14659 USD, 14317 USD, 14167 USD, 13797 USD, 13684 USD, 13296 USD, 12967 USD, 12895 USD, 12826 USD, 12324 USD, 12252 USD, 11755 USD, 11388 USD, 11286 USD, 11153 USD, 10957 USD, 10956 USD, 10774 USD, 10759 USD, 10412 USD, 10338 USD, 10247 USD, 10182 USD, 10140 USD, 9837 USD, 9675 USD, 9603 USD, 9558 USD, 9354 USD, 9225 USD, 9186 USD, 9057 USD, 7815 USD, 7438 USD, 5853 USD, 1331 USD, 926 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([269598 USD, 253901 USD, 187114 USD, 184845 USD, 163804 USD, 162321 USD, 161559 USD, 155365 USD, 151312 USD, 129218 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": "199064",
"line": "cash",
"label": "Cash (line 1)",
"share": "0.00768726519624510939149370570986"
},
{
"fmv": "729072",
"line": "savings",
"label": "Savings and temporary cash investments (line 2)",
"share": "0.0281546126429530924440134781241"
},
{
"fmv": "232681",
"line": "government",
"label": "U.S. and state government obligations (line 10a)",
"share": "0.00898545469360360636941961850599"
},
{
"fmv": "14332647",
"line": "stock",
"label": "Corporate stock (line 10b)",
"share": "0.553484600194745802277981386194"
},
{
"fmv": "4686055",
"line": "bonds",
"label": "Corporate bonds (line 10c)",
"share": "0.180961638011847325933147314985"
},
{
"fmv": "5715776",
"line": "other",
"label": "Other investments (line 13)",
"share": "0.220726429260605063583944496481"
}
],
"kind": "public-filing-990pf",
"lens": "AXIOM",
"build": {
"commit": "7dd856f88a5ecf553ea48f52397c50a503af0e0d",
"digest": "b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b"
},
"filer": {
"ein": "136081860",
"name": "RICHARD LOUNSBERY FOUNDATION INC"
},
"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": "1265182",
"label": "Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)",
"verdict": "rounding",
"difference": "-0.05",
"recomputed": "1265182.05"
},
{
"id": "excise_tax",
"note": null,
"filed": "21433",
"label": "Excise tax: 1.39% of net investment income (Part V line 1)",
"verdict": "rounding",
"difference": "0.2008",
"recomputed": "21432.7992"
},
{
"id": "distributable_amount",
"note": null,
"filed": "1243749",
"label": "Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)",
"verdict": "exact",
"difference": "0",
"recomputed": "1243749"
}
],
"engine": "kernel@2026-09-15.1",
"source": {
"form": "990-PF",
"lines": {
"netInvestmentIncome": "1541928",
"grossInvestmentIncome": "1777461",
"netNoncharitableAssets": "25303641",
"undistributedCurrentYear": "0"
},
"period": {
"end": "2025-12-31",
"days": 365,
"begin": "2025-01-01"
},
"amended": false,
"foreign": {
"organization": false,
"meets85PctTest": false
},
"objectId": "202611329349104611",
"returnTs": "2026-05-12T16:27:54-05:00",
"operating": false,
"sourceSha256": "0dcd62ce1706c1e5817d15081a732b45dcb714859525796b9b432d84ee0c74c0",
"returnVersion": "2025v4.1",
"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 = 25895295 USD\nlet mix_cash = share(199064 USD, total_assets_fmv)\nlet mix_savings = share(729072 USD, total_assets_fmv)\nlet mix_government = share(232681 USD, total_assets_fmv)\nlet mix_stock = share(14332647 USD, total_assets_fmv)\nlet mix_bonds = share(4686055 USD, total_assets_fmv)\nlet mix_other = share(5715776 USD, total_assets_fmv)\nlet net_noncharitable_assets = 25303641 USD\nlet mir_filed = 1265182 USD\nlet mir_recomputed = net_noncharitable_assets * 5%\nlet mir_difference = mir_filed - mir_recomputed\nlet net_investment_income = 1541928 USD\nlet excise_filed = 21433 USD\nlet excise_recomputed = net_investment_income * 1.39%\nlet excise_difference = excise_filed - excise_recomputed\nlet distributable_filed = 1243749 USD\nlet distributable_recomputed = 1265182 USD - 21433 USD + 0 USD - 0 USD\nlet distributable_difference = distributable_filed - distributable_recomputed\nlet qualifying_distributions = 4258089 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 = [269598 USD, 253901 USD, 187114 USD, 184845 USD, 163804 USD, 162321 USD, 161559 USD, 155365 USD, 151312 USD, 129218 USD, 128499 USD, 126528 USD, 122552 USD, 118123 USD, 117302 USD, 113655 USD, 111091 USD, 110578 USD, 103231 USD, 100782 USD, 99644 USD, 99606 USD, 98682 USD, 94858 USD, 94036 USD, 93361 USD, 90882 USD, 89302 USD, 88220 USD, 87084 USD, 80846 USD, 80810 USD, 78231 USD, 78101 USD, 77130 USD, 77118 USD, 75392 USD, 72494 USD, 72370 USD, 70665 USD, 69551 USD, 68857 USD, 68505 USD, 68081 USD, 67951 USD, 67755 USD, 66931 USD, 66192 USD, 65261 USD, 64748 USD, 63882 USD, 63800 USD, 62961 USD, 62541 USD, 61914 USD, 61752 USD, 61593 USD, 60935 USD, 60891 USD, 60497 USD, 59936 USD, 59560 USD, 59445 USD, 59346 USD, 58429 USD, 58380 USD, 57508 USD, 57115 USD, 56722 USD, 56220 USD, 56161 USD, 56033 USD, 55391 USD, 54655 USD, 54448 USD, 54349 USD, 54129 USD, 53967 USD, 52994 USD, 52705 USD, 52423 USD, 52374 USD, 52220 USD, 51714 USD, 51629 USD, 51159 USD, 50295 USD, 49416 USD, 49353 USD, 49349 USD, 49035 USD, 48084 USD, 48031 USD, 47876 USD, 47708 USD, 47426 USD, 47231 USD, 47092 USD, 45853 USD, 45777 USD, 45613 USD, 45295 USD, 45070 USD, 45051 USD, 44406 USD, 43627 USD, 43624 USD, 42964 USD, 42860 USD, 42734 USD, 42367 USD, 42362 USD, 41876 USD, 41759 USD, 41609 USD, 41595 USD, 41544 USD, 41150 USD, 40599 USD, 40399 USD, 40318 USD, 40107 USD, 40081 USD, 39981 USD, 39607 USD, 39473 USD, 39239 USD, 39037 USD, 38879 USD, 38829 USD, 38625 USD, 38027 USD, 37685 USD, 37391 USD, 37378 USD, 37092 USD, 37025 USD, 36884 USD, 36830 USD, 36765 USD, 36756 USD, 36750 USD, 36718 USD, 36567 USD, 36544 USD, 36520 USD, 36486 USD, 36464 USD, 36379 USD, 36288 USD, 36222 USD, 36211 USD, 36087 USD, 35922 USD, 35760 USD, 35696 USD, 35693 USD, 35595 USD, 35476 USD, 35413 USD, 35184 USD, 34872 USD, 34161 USD, 34111 USD, 33780 USD, 33644 USD, 33395 USD, 33327 USD, 33317 USD, 33163 USD, 33048 USD, 33036 USD, 32949 USD, 32500 USD, 32008 USD, 31789 USD, 31775 USD, 31733 USD, 31655 USD, 31391 USD, 31173 USD, 30902 USD, 30859 USD, 30839 USD, 30825 USD, 30761 USD, 30499 USD, 30214 USD, 30207 USD, 30159 USD, 30109 USD, 29843 USD, 29828 USD, 29701 USD, 29674 USD, 29661 USD, 29499 USD, 29495 USD, 29257 USD, 29010 USD, 28965 USD, 28565 USD, 28403 USD, 28371 USD, 28187 USD, 27841 USD, 27690 USD, 27642 USD, 27595 USD, 27428 USD, 27392 USD, 27308 USD, 27182 USD, 26749 USD, 26721 USD, 26605 USD, 26505 USD, 25781 USD, 25726 USD, 25542 USD, 25493 USD, 25470 USD, 25414 USD, 25341 USD, 25232 USD, 25160 USD, 25130 USD, 24974 USD, 24854 USD, 24848 USD, 24831 USD, 24650 USD, 24597 USD, 24590 USD, 24392 USD, 24305 USD, 24287 USD, 24239 USD, 23991 USD, 23777 USD, 23688 USD, 23643 USD, 23498 USD, 23365 USD, 23071 USD, 22965 USD, 22950 USD, 22920 USD, 22908 USD, 22739 USD, 22724 USD, 22603 USD, 22489 USD, 22032 USD, 21559 USD, 21179 USD, 21140 USD, 21018 USD, 20948 USD, 20946 USD, 20367 USD, 20347 USD, 20281 USD, 20143 USD, 20115 USD, 19803 USD, 19724 USD, 19582 USD, 19404 USD, 19329 USD, 18942 USD, 18913 USD, 18883 USD, 18871 USD, 18763 USD, 18706 USD, 18610 USD, 18547 USD, 18477 USD, 18445 USD, 18326 USD, 18103 USD, 17881 USD, 17819 USD, 17796 USD, 17716 USD, 17690 USD, 17327 USD, 17156 USD, 17037 USD, 16830 USD, 16637 USD, 16471 USD, 16408 USD, 15882 USD, 15600 USD, 15454 USD, 15321 USD, 15262 USD, 15166 USD, 15150 USD, 14958 USD, 14855 USD, 14659 USD, 14317 USD, 14167 USD, 13797 USD, 13684 USD, 13296 USD, 12967 USD, 12895 USD, 12826 USD, 12324 USD, 12252 USD, 11755 USD, 11388 USD, 11286 USD, 11153 USD, 10957 USD, 10956 USD, 10774 USD, 10759 USD, 10412 USD, 10338 USD, 10247 USD, 10182 USD, 10140 USD, 9837 USD, 9675 USD, 9603 USD, 9558 USD, 9354 USD, 9225 USD, 9186 USD, 9057 USD, 7815 USD, 7438 USD, 5853 USD, 1331 USD, 926 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([269598 USD, 253901 USD, 187114 USD, 184845 USD, 163804 USD, 162321 USD, 161559 USD, 155365 USD, 151312 USD, 129218 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": "0.00768726519624510939149370570986",
"mir_filed": "1265182 USD",
"mix_bonds": "0.180961638011847325933147314985",
"mix_other": "0.220726429260605063583944496481",
"mix_stock": "0.553484600194745802277981386194",
"mix_savings": "0.0281546126429530924440134781241",
"payout_rate": "0.168279695400357600710506444507",
"stock_count": "340",
"excise_filed": "21433 USD",
"largest_stock": "269598 USD",
"mir_difference": "-0.05 USD",
"mir_recomputed": "1265182.05 USD",
"mix_government": "0.00898545469360360636941961850599",
"payout_coverage": "3.42359189836534541937320150609",
"total_assets_fmv": "25895295 USD",
"excise_difference": "0.2008 USD",
"excise_recomputed": "21432.7992 USD",
"distributable_filed": "1243749 USD",
"stock_concentration": "0.0049318695628660939126362225309",
"top10_share_of_stock": "0.126915635332398823469244724997",
"net_investment_income": "1541928 USD",
"distributable_difference": "0 USD",
"distributable_recomputed": "1243749 USD",
"effective_stock_holdings": "202.762864518838285798839026254",
"net_noncharitable_assets": "25303641 USD",
"qualifying_distributions": "4258089 USD",
"undistributed_to_next_year": "0 USD",
"largest_stock_share_of_assets": "0.0104110804684789263841172691796",
"largest_stock_halved_share_of_assets": "0.0052055402342394631920586345898"
},
"version": 2,
"holdings": {
"tie": "exact",
"top": [
{
"fmv": "269598",
"name": "AMAZON.COM INC",
"shareOfAssets": "0.0104110804684789263841172691796"
},
{
"fmv": "253901",
"name": "MICROSOFT CORP",
"shareOfAssets": "0.00980490857509057147253970267572"
},
{
"fmv": "187114",
"name": "ORACLE CORP",
"shareOfAssets": "0.00722579140341903809166877612323"
},
{
"fmv": "184845",
"name": "LILLY ELI & CO",
"shareOfAssets": "0.00713816930836277400971875392808"
},
{
"fmv": "163804",
"name": "ALPHABET INC CL C",
"shareOfAssets": "0.00632562787950475173192659129776"
},
{
"fmv": "162321",
"name": "BROADCOM INC",
"shareOfAssets": "0.00626835878872976731873492848797"
},
{
"fmv": "161559",
"name": "MASTERCARD INC CL A",
"shareOfAssets": "0.00623893259373951909024399992354"
},
{
"fmv": "155365",
"name": "VISA INC CL A",
"shareOfAssets": "0.00599973856254582154789122888926"
},
{
"fmv": "151312",
"name": "SHOPIFY INC CL A",
"shareOfAssets": "0.0058432236435228870727288490052"
},
{
"fmv": "129218",
"name": "SIEMENS ENERGY AG ADR",
"shareOfAssets": "0.0049900184570208603532031591067"
}
],
"count": 340,
"schedule": "Corporate stock (line 10b)"
},
"refusals": [],
"blankLines": [],
"kernelProof": "b175b342792713598d19428afafce8ab6d5ae52ff9aedb7f6f817cd06e306ba9",
"otherInvestments": [
{
"fmv": "5715776",
"name": "VANGUARD STAR FUND",
"shareOfAssets": "0.220726429260605063583944496481"
}
]
}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.