Sealed proof · filed Form 990-PF
INDIGO FOUNDATION
EIN 81-4600741, 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 INDIGO FOUNDATION INC. 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 11, 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 distributions2.23×
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 rate10.5%
of net noncharitable-use assets; the legal test is the distributable amount, not this rate
Assets at fair market value$41.3M
end of the tax year, Part II
Largest listed stock1.7%
VANGUARD GROWTH INDEX FUND ADMIRAL
If that stock halved−0.8%
of total assets, from that one name
Filing Record: $2,600 a year, direct or at cost through the firm that prepares the return. This page stays whether or not the foundation buys anything. Cancel in writing for any reason, any time up to 30 days after your statutory 990-PF filing deadline (or 12 months from invoice, whichever is earlier): the year is refunded in full to the payer, and seals already generated remain checkable. Or write to a person →
Nothing here can be changed quietly. Try it
INDIGO 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/3ec1381def00 — 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) | $1,851,001 | $1,851,001.3 | recomputes, within the form's whole-dollar rounding (difference −$0.3) |
| Excise tax: 1.39% of net investment income (Part V line 1) | $111,883 | $111,883.2128 | recomputes, within the form's whole-dollar rounding (difference −$0.2128) |
| Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7) | $1,739,118 | $1,739,118 | recomputes exactly |
Where the assets sit, at fair market value
| Part II line | Fair market value | Share of assets |
|---|---|---|
| Cash (line 1) | $3.3M | 7.9% |
| Savings and temporary cash investments (line 2) | $3.5M | 8.4% |
| U.S. and state government obligations (line 10a) | $7.7M | 18.6% |
| Corporate stock (line 10b) | $21.6M | 52.4% |
| Corporate bonds (line 10c) | $1.8M | 4.3% |
| Other investments (line 13) | $3.4M | 8.2% |
The ten largest listed stocks, of 489 on the schedule
The schedule ties to Part II line 10b exactly. It behaves like 125.1 equal holdings; the ten largest are 20.6% of the listed stock.
| Stock, as listed | Fair market value | Share of assets |
|---|---|---|
| VANGUARD GROWTH INDEX FUND ADMIRAL | $690,913 | 1.7% |
| ISHARES CORE S&P 500 ETF | $672,273 | 1.6% |
| ISHARES MSCI EAFE VALUE ETF | $579,006 | 1.4% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | $488,884 | 1.2% |
| ISHARES CORE MSCI EAFE ETF | $463,567 | 1.1% |
| MICROSOFT CORP | $353,639 | 0.9% |
| LOWES COMPANIES INC | $328,738 | 0.8% |
| CENTER COAST BROOKFIELD MIDSTREAM FOCUS FUND CLASS I | $318,562 | 0.8% |
| VISA INC CL A | $292,337 | 0.7% |
| ALPHABET INC CL A | $267,292 | 0.6% |
Largest other investments (line 13), as listed
| BLACKSTONE REAL ESTATE INCOME TRUST INC CL S | $1.4M | 3.3% |
| BROOKFIELD REAL ESTATE INCOME TRUST, INC. | $1.1M | 2.6% |
| BLACKSTONE PRIVATE CREDIT FUND CLASS S | $509,200 | 1.2% |
| ISHARES GOLD TR | $436,827 | 1.1% |
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 $1,851,001; recomputed $1,851,001.3; agrees within the form's whole-dollar rounding. |
| Excise tax | Part V line 1 against 1.39% of net investment income | agrees | Filed $111,883; recomputed $111,883.21; 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 $1,739,118; recomputed $1,739,118; agrees to the dollar. |
| Payout coverage | Part XI total against Part X line 7 | reported | Qualifying distributions $3,873,715 against a distributable amount of $1,739,118 (2.23×). |
| 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 | 489 listed holdings sum to Part II line 10b exactly; the largest is 1.7% 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 11 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. | $111,883 | Projected under the assumptions below |
| December 31, 2026 | Distributable amount for the year ending 31 December 2025, to be paid out | $1,739,118 | 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 $1,480,801, $370,200 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, $37020026; the thirteen-month average is not observable from a filing.
- Net investment income for that year equals this return's, $8049152.
- 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)
eea28f38a7254df3…· 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
3ec1381def007a17c58e77afac37fe99ae2e6f36f597ac7787f749e886f6e46b · recomputed now, matchesreturn Form 990-PF, IRS object
202543159349100419, schema 2024v5.2 — the file as the IRS published it hashes to 091ad14ef5d5b85c…source file
202543159349100419_public.xml inside 2025_TEOS_XML_11B.zip at irs.gov — not part of the seal; fetch it yourself with verify_proof.py 3ec1381def00 --fetcharithmetic
kernel@2026-09-15.1 · kernel proof 0d9c1b22aca7b3bc…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 = 41283338 USD let mix_cash = share(3267174 USD, total_assets_fmv) let mix_savings = share(3477574 USD, total_assets_fmv) let mix_government = share(7686897 USD, total_assets_fmv) let mix_stock = share(21635222 USD, total_assets_fmv) let mix_bonds = share(1791931 USD, total_assets_fmv) let mix_other = share(3400756 USD, total_assets_fmv) let net_noncharitable_assets = 37020026 USD let mir_filed = 1851001 USD let mir_recomputed = net_noncharitable_assets * 5% let mir_difference = mir_filed - mir_recomputed let net_investment_income = 8049152 USD let excise_filed = 111883 USD let excise_recomputed = net_investment_income * 1.39% let excise_difference = excise_filed - excise_recomputed let distributable_filed = 1739118 USD let distributable_recomputed = 1851001 USD - 111883 USD + 0 USD - 0 USD let distributable_difference = distributable_filed - distributable_recomputed let qualifying_distributions = 3873715 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 = [690913 USD, 672273 USD, 579006 USD, 488884 USD, 463567 USD, 353639 USD, 328738 USD, 318562 USD, 292337 USD, 267292 USD, 258040 USD, 254788 USD, 254363 USD, 252900 USD, 250420 USD, 247523 USD, 241385 USD, 236653 USD, 227618 USD, 202758 USD, 201933 USD, 195011 USD, 181680 USD, 167445 USD, 166517 USD, 154691 USD, 148035 USD, 147844 USD, 132723 USD, 131274 USD, 130261 USD, 128782 USD, 127534 USD, 123352 USD, 121704 USD, 119975 USD, 116274 USD, 112848 USD, 109362 USD, 104944 USD, 104514 USD, 98940 USD, 96363 USD, 94101 USD, 93938 USD, 92548 USD, 92511 USD, 90656 USD, 86144 USD, 85781 USD, 85307 USD, 83897 USD, 83623 USD, 83376 USD, 82653 USD, 82174 USD, 82030 USD, 81270 USD, 81243 USD, 81103 USD, 80897 USD, 80430 USD, 80133 USD, 77177 USD, 76856 USD, 76268 USD, 74084 USD, 73681 USD, 71113 USD, 71087 USD, 70557 USD, 70504 USD, 70375 USD, 69808 USD, 69217 USD, 68239 USD, 67022 USD, 64284 USD, 63664 USD, 62804 USD, 61601 USD, 60175 USD, 59853 USD, 59425 USD, 57334 USD, 57329 USD, 57182 USD, 57069 USD, 56846 USD, 56834 USD, 56505 USD, 56372 USD, 55814 USD, 54649 USD, 54506 USD, 53789 USD, 53655 USD, 53333 USD, 53270 USD, 52957 USD, 52735 USD, 52724 USD, 52220 USD, 51001 USD, 50767 USD, 50679 USD, 50200 USD, 50050 USD, 49302 USD, 49209 USD, 48680 USD, 48259 USD, 47864 USD, 47155 USD, 46837 USD, 45855 USD, 45824 USD, 45760 USD, 45094 USD, 43747 USD, 43010 USD, 42403 USD, 42228 USD, 42174 USD, 42161 USD, 42116 USD, 41310 USD, 41269 USD, 41037 USD, 41034 USD, 40030 USD, 39955 USD, 39275 USD, 39205 USD, 38999 USD, 38966 USD, 38532 USD, 38509 USD, 38067 USD, 37989 USD, 37818 USD, 37584 USD, 37498 USD, 37312 USD, 37051 USD, 36920 USD, 35713 USD, 35673 USD, 34689 USD, 34685 USD, 34538 USD, 34416 USD, 33768 USD, 33497 USD, 33389 USD, 33238 USD, 32716 USD, 32656 USD, 32575 USD, 32205 USD, 32037 USD, 32021 USD, 31971 USD, 31853 USD, 31638 USD, 31098 USD, 30656 USD, 30613 USD, 30495 USD, 30149 USD, 30099 USD, 29755 USD, 28962 USD, 28888 USD, 28876 USD, 28728 USD, 28438 USD, 27951 USD, 27704 USD, 27604 USD, 27577 USD, 27298 USD, 27183 USD, 27100 USD, 27030 USD, 26728 USD, 26054 USD, 26008 USD, 25769 USD, 25702 USD, 25638 USD, 25576 USD, 25487 USD, 25425 USD, 25418 USD, 25361 USD, 25300 USD, 25300 USD, 25275 USD, 25200 USD, 25100 USD, 25050 USD, 24975 USD, 24975 USD, 24946 USD, 24925 USD, 24925 USD, 24875 USD, 24850 USD, 24850 USD, 24850 USD, 24800 USD, 24800 USD, 24775 USD, 24775 USD, 24775 USD, 24725 USD, 24675 USD, 24638 USD, 24625 USD, 24550 USD, 24540 USD, 24530 USD, 24525 USD, 24475 USD, 24385 USD, 24311 USD, 24300 USD, 24050 USD, 23992 USD, 23980 USD, 23924 USD, 23841 USD, 23819 USD, 23712 USD, 23548 USD, 23505 USD, 23473 USD, 23173 USD, 22883 USD, 22599 USD, 22503 USD, 22095 USD, 21998 USD, 21973 USD, 21790 USD, 21761 USD, 21653 USD, 21362 USD, 21345 USD, 21225 USD, 21203 USD, 21152 USD, 21002 USD, 21001 USD, 20941 USD, 20897 USD, 20761 USD, 20759 USD, 20750 USD, 20729 USD, 20716 USD, 20644 USD, 20629 USD, 20544 USD, 20539 USD, 20521 USD, 20446 USD, 20180 USD, 20168 USD, 20080 USD, 19940 USD, 19840 USD, 19840 USD, 19717 USD, 19700 USD, 19660 USD, 19613 USD, 19580 USD, 19568 USD, 19210 USD, 19010 USD, 18973 USD, 18887 USD, 18808 USD, 18712 USD, 18688 USD, 18591 USD, 18566 USD, 18544 USD, 18220 USD, 18141 USD, 17802 USD, 17742 USD, 17323 USD, 17163 USD, 17126 USD, 16690 USD, 16662 USD, 16637 USD, 16349 USD, 16331 USD, 16203 USD, 16099 USD, 15931 USD, 15569 USD, 15562 USD, 15541 USD, 15427 USD, 15412 USD, 15213 USD, 15141 USD, 15087 USD, 15086 USD, 14940 USD, 14776 USD, 14550 USD, 14359 USD, 14327 USD, 14143 USD, 14012 USD, 13994 USD, 13962 USD, 13863 USD, 13711 USD, 13697 USD, 13624 USD, 13607 USD, 13458 USD, 13396 USD, 13357 USD, 13350 USD, 13278 USD, 13106 USD, 13086 USD, 13017 USD, 12949 USD, 12917 USD, 12913 USD, 12900 USD, 12701 USD, 12604 USD, 12590 USD, 12571 USD, 12545 USD, 12479 USD, 12407 USD, 12396 USD, 12389 USD, 12365 USD, 12333 USD, 12185 USD, 12180 USD, 11829 USD, 11791 USD, 11466 USD, 11340 USD, 11338 USD, 11239 USD, 11233 USD, 11180 USD, 11089 USD, 11016 USD, 11015 USD, 10927 USD, 10840 USD, 10810 USD, 10791 USD, 10719 USD, 10713 USD, 10661 USD, 10659 USD, 10649 USD, 10646 USD, 10616 USD, 10584 USD, 10574 USD, 10569 USD, 10555 USD, 10553 USD, 10549 USD, 10520 USD, 10401 USD, 10330 USD, 10275 USD, 10274 USD, 10247 USD, 10240 USD, 10222 USD, 10186 USD, 10171 USD, 10145 USD, 10135 USD, 10132 USD, 10054 USD, 9880 USD, 9870 USD, 9842 USD, 9826 USD, 9821 USD, 9817 USD, 9643 USD, 9609 USD, 9548 USD, 9446 USD, 9430 USD, 9335 USD, 9334 USD, 9280 USD, 9234 USD, 9233 USD, 9105 USD, 9097 USD, 9003 USD, 8973 USD, 8815 USD, 8764 USD, 8732 USD, 8575 USD, 8571 USD, 8534 USD, 8506 USD, 8485 USD, 8412 USD, 8368 USD, 8343 USD, 8163 USD, 8119 USD, 8077 USD, 8039 USD, 8007 USD, 7992 USD, 7940 USD, 7926 USD, 7810 USD, 7806 USD, 7715 USD, 7690 USD, 7650 USD, 7431 USD, 7404 USD, 7377 USD, 71 … (6960 characters; the full program is in the body below)
{
"mix": [
{
"fmv": "3267174",
"line": "cash",
"label": "Cash (line 1)",
"share": "0.0791402575053402900705364474161"
},
{
"fmv": "3477574",
"line": "savings",
"label": "Savings and temporary cash investments (line 2)",
"share": "0.0842367446159513554839000664142"
},
{
"fmv": "7686897",
"line": "government",
"label": "U.S. and state government obligations (line 10a)",
"share": "0.186198533655393854053177579778"
},
{
"fmv": "21635222",
"line": "stock",
"label": "Corporate stock (line 10b)",
"share": "0.52406668278616423894792615849"
},
{
"fmv": "1791931",
"line": "bonds",
"label": "Corporate bonds (line 10c)",
"share": "0.0434056713146596818309604712681"
},
{
"fmv": "3400756",
"line": "other",
"label": "Other investments (line 13)",
"share": "0.0823759939179336709643004158239"
}
],
"kind": "public-filing-990pf",
"lens": "AXIOM",
"build": {
"commit": "7dd856f88a5ecf553ea48f52397c50a503af0e0d",
"digest": "b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b"
},
"filer": {
"ein": "814600741",
"name": "INDIGO 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": "1851001",
"label": "Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)",
"verdict": "rounding",
"difference": "-0.3",
"recomputed": "1851001.3"
},
{
"id": "excise_tax",
"note": null,
"filed": "111883",
"label": "Excise tax: 1.39% of net investment income (Part V line 1)",
"verdict": "rounding",
"difference": "-0.2128",
"recomputed": "111883.2128"
},
{
"id": "distributable_amount",
"note": null,
"filed": "1739118",
"label": "Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)",
"verdict": "exact",
"difference": "0",
"recomputed": "1739118"
}
],
"engine": "kernel@2026-09-15.1",
"source": {
"form": "990-PF",
"lines": {
"netInvestmentIncome": "8049152",
"grossInvestmentIncome": "8160945",
"netNoncharitableAssets": "37020026",
"undistributedCurrentYear": "0"
},
"period": {
"end": "2024-12-31",
"days": 366,
"begin": "2024-01-01"
},
"amended": false,
"foreign": {
"organization": false,
"meets85PctTest": false
},
"objectId": "202543159349100419",
"returnTs": "2025-11-11T12:49:26-06:00",
"operating": false,
"sourceSha256": "091ad14ef5d5b85c5934486e9ca40fa0f5b4fea4370e143d4408281c24fe5575",
"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 = 41283338 USD\nlet mix_cash = share(3267174 USD, total_assets_fmv)\nlet mix_savings = share(3477574 USD, total_assets_fmv)\nlet mix_government = share(7686897 USD, total_assets_fmv)\nlet mix_stock = share(21635222 USD, total_assets_fmv)\nlet mix_bonds = share(1791931 USD, total_assets_fmv)\nlet mix_other = share(3400756 USD, total_assets_fmv)\nlet net_noncharitable_assets = 37020026 USD\nlet mir_filed = 1851001 USD\nlet mir_recomputed = net_noncharitable_assets * 5%\nlet mir_difference = mir_filed - mir_recomputed\nlet net_investment_income = 8049152 USD\nlet excise_filed = 111883 USD\nlet excise_recomputed = net_investment_income * 1.39%\nlet excise_difference = excise_filed - excise_recomputed\nlet distributable_filed = 1739118 USD\nlet distributable_recomputed = 1851001 USD - 111883 USD + 0 USD - 0 USD\nlet distributable_difference = distributable_filed - distributable_recomputed\nlet qualifying_distributions = 3873715 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 = [690913 USD, 672273 USD, 579006 USD, 488884 USD, 463567 USD, 353639 USD, 328738 USD, 318562 USD, 292337 USD, 267292 USD, 258040 USD, 254788 USD, 254363 USD, 252900 USD, 250420 USD, 247523 USD, 241385 USD, 236653 USD, 227618 USD, 202758 USD, 201933 USD, 195011 USD, 181680 USD, 167445 USD, 166517 USD, 154691 USD, 148035 USD, 147844 USD, 132723 USD, 131274 USD, 130261 USD, 128782 USD, 127534 USD, 123352 USD, 121704 USD, 119975 USD, 116274 USD, 112848 USD, 109362 USD, 104944 USD, 104514 USD, 98940 USD, 96363 USD, 94101 USD, 93938 USD, 92548 USD, 92511 USD, 90656 USD, 86144 USD, 85781 USD, 85307 USD, 83897 USD, 83623 USD, 83376 USD, 82653 USD, 82174 USD, 82030 USD, 81270 USD, 81243 USD, 81103 USD, 80897 USD, 80430 USD, 80133 USD, 77177 USD, 76856 USD, 76268 USD, 74084 USD, 73681 USD, 71113 USD, 71087 USD, 70557 USD, 70504 USD, 70375 USD, 69808 USD, 69217 USD, 68239 USD, 67022 USD, 64284 USD, 63664 USD, 62804 USD, 61601 USD, 60175 USD, 59853 USD, 59425 USD, 57334 USD, 57329 USD, 57182 USD, 57069 USD, 56846 USD, 56834 USD, 56505 USD, 56372 USD, 55814 USD, 54649 USD, 54506 USD, 53789 USD, 53655 USD, 53333 USD, 53270 USD, 52957 USD, 52735 USD, 52724 USD, 52220 USD, 51001 USD, 50767 USD, 50679 USD, 50200 USD, 50050 USD, 49302 USD, 49209 USD, 48680 USD, 48259 USD, 47864 USD, 47155 USD, 46837 USD, 45855 USD, 45824 USD, 45760 USD, 45094 USD, 43747 USD, 43010 USD, 42403 USD, 42228 USD, 42174 USD, 42161 USD, 42116 USD, 41310 USD, 41269 USD, 41037 USD, 41034 USD, 40030 USD, 39955 USD, 39275 USD, 39205 USD, 38999 USD, 38966 USD, 38532 USD, 38509 USD, 38067 USD, 37989 USD, 37818 USD, 37584 USD, 37498 USD, 37312 USD, 37051 USD, 36920 USD, 35713 USD, 35673 USD, 34689 USD, 34685 USD, 34538 USD, 34416 USD, 33768 USD, 33497 USD, 33389 USD, 33238 USD, 32716 USD, 32656 USD, 32575 USD, 32205 USD, 32037 USD, 32021 USD, 31971 USD, 31853 USD, 31638 USD, 31098 USD, 30656 USD, 30613 USD, 30495 USD, 30149 USD, 30099 USD, 29755 USD, 28962 USD, 28888 USD, 28876 USD, 28728 USD, 28438 USD, 27951 USD, 27704 USD, 27604 USD, 27577 USD, 27298 USD, 27183 USD, 27100 USD, 27030 USD, 26728 USD, 26054 USD, 26008 USD, 25769 USD, 25702 USD, 25638 USD, 25576 USD, 25487 USD, 25425 USD, 25418 USD, 25361 USD, 25300 USD, 25300 USD, 25275 USD, 25200 USD, 25100 USD, 25050 USD, 24975 USD, 24975 USD, 24946 USD, 24925 USD, 24925 USD, 24875 USD, 24850 USD, 24850 USD, 24850 USD, 24800 USD, 24800 USD, 24775 USD, 24775 USD, 24775 USD, 24725 USD, 24675 USD, 24638 USD, 24625 USD, 24550 USD, 24540 USD, 24530 USD, 24525 USD, 24475 USD, 24385 USD, 24311 USD, 24300 USD, 24050 USD, 23992 USD, 23980 USD, 23924 USD, 23841 USD, 23819 USD, 23712 USD, 23548 USD, 23505 USD, 23473 USD, 23173 USD, 22883 USD, 22599 USD, 22503 USD, 22095 USD, 21998 USD, 21973 USD, 21790 USD, 21761 USD, 21653 USD, 21362 USD, 21345 USD, 21225 USD, 21203 USD, 21152 USD, 21002 USD, 21001 USD, 20941 USD, 20897 USD, 20761 USD, 20759 USD, 20750 USD, 20729 USD, 20716 USD, 20644 USD, 20629 USD, 20544 USD, 20539 USD, 20521 USD, 20446 USD, 20180 USD, 20168 USD, 20080 USD, 19940 USD, 19840 USD, 19840 USD, 19717 USD, 19700 USD, 19660 USD, 19613 USD, 19580 USD, 19568 USD, 19210 USD, 19010 USD, 18973 USD, 18887 USD, 18808 USD, 18712 USD, 18688 USD, 18591 USD, 18566 USD, 18544 USD, 18220 USD, 18141 USD, 17802 USD, 17742 USD, 17323 USD, 17163 USD, 17126 USD, 16690 USD, 16662 USD, 16637 USD, 16349 USD, 16331 USD, 16203 USD, 16099 USD, 15931 USD, 15569 USD, 15562 USD, 15541 USD, 15427 USD, 15412 USD, 15213 USD, 15141 USD, 15087 USD, 15086 USD, 14940 USD, 14776 USD, 14550 USD, 14359 USD, 14327 USD, 14143 USD, 14012 USD, 13994 USD, 13962 USD, 13863 USD, 13711 USD, 13697 USD, 13624 USD, 13607 USD, 13458 USD, 13396 USD, 13357 USD, 13350 USD, 13278 USD, 13106 USD, 13086 USD, 13017 USD, 12949 USD, 12917 USD, 12913 USD, 12900 USD, 12701 USD, 12604 USD, 12590 USD, 12571 USD, 12545 USD, 12479 USD, 12407 USD, 12396 USD, 12389 USD, 12365 USD, 12333 USD, 12185 USD, 12180 USD, 11829 USD, 11791 USD, 11466 USD, 11340 USD, 11338 USD, 11239 USD, 11233 USD, 11180 USD, 11089 USD, 11016 USD, 11015 USD, 10927 USD, 10840 USD, 10810 USD, 10791 USD, 10719 USD, 10713 USD, 10661 USD, 10659 USD, 10649 USD, 10646 USD, 10616 USD, 10584 USD, 10574 USD, 10569 USD, 10555 USD, 10553 USD, 10549 USD, 10520 USD, 10401 USD, 10330 USD, 10275 USD, 10274 USD, 10247 USD, 10240 USD, 10222 USD, 10186 USD, 10171 USD, 10145 USD, 10135 USD, 10132 USD, 10054 USD, 9880 USD, 9870 USD, 9842 USD, 9826 USD, 9821 USD, 9817 USD, 9643 USD, 9609 USD, 9548 USD, 9446 USD, 9430 USD, 9335 USD, 9334 USD, 9280 USD, 9234 USD, 9233 USD, 9105 USD, 9097 USD, 9003 USD, 8973 USD, 8815 USD, 8764 USD, 8732 USD, 8575 USD, 8571 USD, 8534 USD, 8506 USD, 8485 USD, 8412 USD, 8368 USD, 8343 USD, 8163 USD, 8119 USD, 8077 USD, 8039 USD, 8007 USD, 7992 USD, 7940 USD, 7926 USD, 7810 USD, 7806 USD, 7715 USD, 7690 USD, 7650 USD, 7431 USD, 7404 USD, 7377 USD, 7147 USD, 7052 USD, 6856 USD, 6766 USD, 6718 USD, 6683 USD, 6676 USD, 6588 USD, 6439 USD, 6413 USD, 6202 USD, 6189 USD, 6165 USD, 6127 USD, 6107 USD, 6079 USD, 5827 USD, 5747 USD, 5704 USD, 5570 USD, 5475 USD, 5320 USD, 5302 USD, 5292 USD, 5187 USD, 5148 USD, 5141 USD, 5079 USD, 5069 USD, 4935 USD, 4907 USD, 4646 USD, 4597 USD, 4545 USD, 4270 USD, 4150 USD, 4145 USD, 4006 USD, 3983 USD, 3975 USD, 3576 USD, 2945 USD, 2944 USD, 2668 USD, 1985 USD, 1598 USD, 1232 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([690913 USD, 672273 USD, 579006 USD, 488884 USD, 463567 USD, 353639 USD, 328738 USD, 318562 USD, 292337 USD, 267292 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": "0.0791402575053402900705364474161",
"mir_filed": "1851001 USD",
"mix_bonds": "0.0434056713146596818309604712681",
"mix_other": "0.0823759939179336709643004158239",
"mix_stock": "0.52406668278616423894792615849",
"mix_savings": "0.0842367446159513554839000664142",
"payout_rate": "0.104638365191855889026117917907",
"stock_count": "489",
"excise_filed": "111883 USD",
"largest_stock": "690913 USD",
"mir_difference": "-0.3 USD",
"mir_recomputed": "1851001.3 USD",
"mix_government": "0.186198533655393854053177579778",
"payout_coverage": "2.22740205092466411134839614103",
"total_assets_fmv": "41283338 USD",
"excise_difference": "-0.2128 USD",
"excise_recomputed": "111883.2128 USD",
"distributable_filed": "1739118 USD",
"stock_concentration": "0.00799608466007095663634225535462",
"top10_share_of_stock": "0.205923978963562287458848353856",
"net_investment_income": "8049152 USD",
"distributable_difference": "0 USD",
"distributable_recomputed": "1739118 USD",
"effective_stock_holdings": "125.061207142237295597153519907",
"net_noncharitable_assets": "37020026 USD",
"qualifying_distributions": "3873715 USD",
"undistributed_to_next_year": "0 USD",
"largest_stock_share_of_assets": "0.0167358802236388927658902000609",
"largest_stock_halved_share_of_assets": "0.00836794011181944638294510003043"
},
"version": 2,
"holdings": {
"tie": "exact",
"top": [
{
"fmv": "690913",
"name": "VANGUARD GROWTH INDEX FUND ADMIRAL",
"shareOfAssets": "0.0167358802236388927658902000609"
},
{
"fmv": "672273",
"name": "ISHARES CORE S&P 500 ETF",
"shareOfAssets": "0.0162843663465391291760370733587"
},
{
"fmv": "579006",
"name": "ISHARES MSCI EAFE VALUE ETF",
"shareOfAssets": "0.0140251740302588904027091995323"
},
{
"fmv": "488884",
"name": "ISHARES CORE MSCI EMERGING MARKETS ETF",
"shareOfAssets": "0.0118421625693154947887208151628"
},
{
"fmv": "463567",
"name": "ISHARES CORE MSCI EAFE ETF",
"shareOfAssets": "0.0112289127395657783292620378711"
},
{
"fmv": "353639",
"name": "MICROSOFT CORP",
"shareOfAssets": "0.00856614356135640000815825503258"
},
{
"fmv": "328738",
"name": "LOWES COMPANIES INC",
"shareOfAssets": "0.00796297043615998299362323850848"
},
{
"fmv": "318562",
"name": "CENTER COAST BROOKFIELD MIDSTREAM FOCUS FUND CLASS I",
"shareOfAssets": "0.00771647874016388887933432127024"
},
{
"fmv": "292337",
"name": "VISA INC CL A",
"shareOfAssets": "0.00708123456489879766989771999541"
},
{
"fmv": "267292",
"name": "ALPHABET INC CL A",
"shareOfAssets": "0.00647457334966470007827370935945"
}
],
"count": 489,
"schedule": "Corporate stock (line 10b)"
},
"refusals": [],
"blankLines": [],
"kernelProof": "0d9c1b22aca7b3bc98b9a5e91106ce2c277f46f9875841fe742fe5ae5a452d4b",
"otherInvestments": [
{
"fmv": "1366029",
"name": "BLACKSTONE REAL ESTATE INCOME TRUST INC CL S",
"shareOfAssets": "0.0330891121255747294465384557809"
},
{
"fmv": "1088700",
"name": "BROOKFIELD REAL ESTATE INCOME TRUST, INC.",
"shareOfAssets": "0.0263714140557141963665825665551"
},
{
"fmv": "509200",
"name": "BLACKSTONE PRIVATE CREDIT FUND CLASS S",
"shareOfAssets": "0.0123342739387982628730264011113"
},
{
"fmv": "436827",
"name": "ISHARES GOLD TR",
"shareOfAssets": "0.0105811937978464822781529923767"
}
]
}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.