Sealed proof · filed Form 990-PF
RONALD AND FLORENCE KOETTERS FOUNDATION
EIN 93-2379412, tax year January 1, 2024 to December 31, 2024. The return the foundation filed, as the IRS published it, with its arithmetic re-done exactly and sealed September 28, 2026.
This is the latest return the IRS has published for this foundation. Its tax year ended 21 months ago, so a later one may have been filed since and not yet appear in the public file. The IRS received it on November 5, 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 distributions1.98×
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 rate8.7%
of net noncharitable-use assets; the legal test is the distributable amount, not this rate
Assets at fair market value$30.8M
end of the tax year, Part II
Largest listed stock8.8%
JPMORGAN MORTGAGE-BACKED ,
If that stock halved−4.4%
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
RONALD AND FLORENCE KOETTERS 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/4107c02823ca — 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) | $1,004,384 | $1,004,384.25 | recomputes, within the form's whole-dollar rounding (difference −$0.25) |
| Excise tax: 1.39% of net investment income (Part V line 1) | $117,894 | $117,893.9759 | recomputes, within the form's whole-dollar rounding (difference $0.0241) |
| Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7) | $886,490 | $886,490 | recomputes exactly |
Where the assets sit, at fair market value
| Part II line | Fair market value | Share of assets |
|---|---|---|
| Cash (line 1) | $227,981 | 0.7% |
| U.S. and state government obligations (line 10a) | $3.2M | 10.3% |
| Corporate stock (line 10b) | $22.5M | 72.9% |
| Corporate bonds (line 10c) | $4.6M | 14.9% |
| Other investments (line 13) | $323,014 | 1.0% |
The ten largest listed stocks, of 150 on the schedule
The schedule ties to Part II line 10b exactly. It behaves like 35.9 equal holdings; the ten largest are 37.0% of the listed stock.
| Stock, as listed | Fair market value | Share of assets |
|---|---|---|
| JPMORGAN MORTGAGE-BACKED , | $2.7M | 8.8% |
| AMERICAN CENTURY SMALL C , | $1.1M | 3.6% |
| JOHNSON OPPORTUNITY | $918,399 | 3.0% |
| THRIVENT SMALL CAP STOCK | $671,050 | 2.2% |
| MICROSOFT CORP | $562,281 | 1.8% |
| ALPHABET INC | $543,670 | 1.8% |
| AMAZON.COM INC | $510,521 | 1.7% |
| LOWES COS INC | $480,026 | 1.6% |
| APPLE INC | $402,926 | 1.3% |
| AMERICAN ELEC PWR CO INC | $402,307 | 1.3% |
Largest other investments (line 13), as listed
| ISHARES RUSSELL MID CAP | $323,014 | 1.0% |
What the foundation answered on the form
- Part VI-B 4a: did the foundation invest during the year in a manner that would jeopardize its charitable purposes? No
- Part VI-B 4b: did it make any investment in a prior year that could jeopardize its charitable purpose and that had not been removed from jeopardy? No
- Part VI-B 3a: did it hold more than a 2% direct or indirect interest in any business enterprise? No
- Part VI-B 3b: did it have excess business holdings? Not answered (3a is “No”, so the form does not ask 3b. Our note; not part of the seal.)
- Part VI-B 2a: did it have undistributed income for prior years? No
Quoted as filed. These are the foundation’s own answers; this page does not test them.
Control statement · nine controls
Nine controls, read from the return.
Each control reads one part of the filed return and states a fact in a fixed vocabulary: agrees, differs, reported, not reported, not applicable, not checked. Whether any of it met a requirement is counsel’s question, not this page’s.
Recomputed each time the page is read; not part of the seal. The seal covers the body above (controls v2, kernel@2026-09-15.1).
This return: 4 agree, 4 reported, 1 not checked.
| Control | Reads | Result | Detail |
|---|---|---|---|
| Minimum investment return | Part IX line 6 against 5% of line 5, prorated for a short year | agrees | Filed $1,004,384; recomputed $1,004,384.25; agrees within the form's whole-dollar rounding. |
| Excise tax | Part V line 1 against 1.39% of net investment income | agrees | Filed $117,894; recomputed $117,893.97; 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 $886,490; recomputed $886,490; agrees to the dollar. |
| Payout coverage | Part XI total against Part X line 7 | reported | Qualifying distributions $1,754,044 against a distributable amount of $886,490 (1.98×). |
| 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 | 150 listed holdings sum to Part II line 10b exactly; the largest is 8.8% of total assets. |
| The foundation's own answers | Part VI-B 2a, 3a, 3b, 4a and 4b, each answered | reported | All 4 answered No (3b not asked: 3a is No). |
| Filing timeliness | The e-file timestamp beside the original due date and the extension window, each with its IRC §7503 roll to the next business day | reported | Return timestamped 5 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. | $117,893 | Projected under the assumptions below |
| December 31, 2026 | Distributable amount for the year ending 31 December 2025, to be paid out | $886,490 | 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 $803,507, $200,876 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, $20087685; the thirteen-month average is not observable from a filing.
- Net investment income for that year equals this return's, $8481581.
- 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)
4cbbd9743abfc3bd…· 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
4107c02823ca98b78743ad2268b34fc6b2d343598f4b4848e961bd92b3c91065 · recomputed now, matchesreturn Form 990-PF, IRS object
202543099349100604, schema 2024v5.2 — the file as the IRS published it hashes to 1a08b807ebd395e7…source file
202543099349100604_public.xml inside 2025_TEOS_XML_11B.zip at irs.gov — not part of the seal; fetch it yourself with verify_proof.py 4107c02823ca --fetcharithmetic
kernel@2026-09-15.1 · kernel proof 062292e226ba7801…rules
b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b · commit bb0c3ac309b9 — 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 = 30784893 USD let mix_cash = share(227981 USD, total_assets_fmv) let mix_government = share(3172923 USD, total_assets_fmv) let mix_stock = share(22453200 USD, total_assets_fmv) let mix_bonds = share(4581721 USD, total_assets_fmv) let mix_other = share(323014 USD, total_assets_fmv) let net_noncharitable_assets = 20087685 USD let mir_filed = 1004384 USD let mir_recomputed = net_noncharitable_assets * 5% let mir_difference = mir_filed - mir_recomputed let net_investment_income = 8481581 USD let excise_filed = 117894 USD let excise_recomputed = net_investment_income * 1.39% let excise_difference = excise_filed - excise_recomputed let distributable_filed = 886490 USD let distributable_recomputed = 1004384 USD - 117894 USD + 0 USD - 0 USD let distributable_difference = distributable_filed - distributable_recomputed let qualifying_distributions = 1754044 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 = [2713018 USD, 1112951 USD, 918399 USD, 671050 USD, 562281 USD, 543670 USD, 510521 USD, 480026 USD, 402926 USD, 402307 USD, 396467 USD, 395056 USD, 393053 USD, 370798 USD, 316971 USD, 277217 USD, 269308 USD, 261087 USD, 258019 USD, 257025 USD, 251024 USD, 248996 USD, 244899 USD, 244677 USD, 243717 USD, 243604 USD, 235067 USD, 225351 USD, 213901 USD, 213895 USD, 201876 USD, 196693 USD, 196545 USD, 193871 USD, 185147 USD, 182946 USD, 181565 USD, 177308 USD, 173822 USD, 173709 USD, 173541 USD, 165599 USD, 161302 USD, 158576 USD, 158559 USD, 154236 USD, 153927 USD, 153635 USD, 153159 USD, 152562 USD, 151438 USD, 150422 USD, 150061 USD, 148899 USD, 148701 USD, 145558 USD, 144798 USD, 136154 USD, 132987 USD, 132395 USD, 130551 USD, 128997 USD, 120810 USD, 118497 USD, 117548 USD, 116450 USD, 114297 USD, 111717 USD, 104046 USD, 101589 USD, 98918 USD, 93895 USD, 93646 USD, 88650 USD, 87383 USD, 84688 USD, 84574 USD, 83383 USD, 77649 USD, 76772 USD, 76113 USD, 73455 USD, 73085 USD, 72310 USD, 71670 USD, 71047 USD, 70175 USD, 67250 USD, 65693 USD, 65172 USD, 62672 USD, 59655 USD, 59269 USD, 56320 USD, 55760 USD, 55110 USD, 49889 USD, 46260 USD, 42370 USD, 33725 USD, 23371 USD, 22938 USD, 22932 USD, 22796 USD, 22217 USD, 22024 USD, 21072 USD, 20097 USD, 18445 USD, 17697 USD, 15744 USD, 12064 USD, 11708 USD, 11320 USD, 9990 USD, 9946 USD, 8194 USD, 8191 USD, 7936 USD, 7875 USD, 7375 USD, 7260 USD, 7111 USD, 6943 USD, 6752 USD, 6552 USD, 6392 USD, 5740 USD, 5072 USD, 4867 USD, 4670 USD, 3864 USD, 3487 USD, 3281 USD, 3252 USD, 3212 USD, 3120 USD, 2682 USD, 2655 USD, 2369 USD, 2192 USD, 1751 USD, 1698 USD, 1532 USD, 1133 USD, 1085 USD, 848 USD, 817 USD, 349 USD, 250 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([2713018 USD, 1112951 USD, 918399 USD, 671050 USD, 562281 USD, 543670 USD, 510521 USD, 480026 USD, 402926 USD, 402307 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": "227981",
"line": "cash",
"label": "Cash (line 1)",
"share": "0.00740561287641961269769558724794"
},
{
"fmv": "3172923",
"line": "government",
"label": "U.S. and state government obligations (line 10a)",
"share": "0.103067533806273096352811750881"
},
{
"fmv": "22453200",
"line": "stock",
"label": "Corporate stock (line 10b)",
"share": "0.729357740499536574643933308457"
},
{
"fmv": "4581721",
"line": "bonds",
"label": "Corporate bonds (line 10c)",
"share": "0.148830174592453512831764593107"
},
{
"fmv": "323014",
"line": "other",
"label": "Other investments (line 13)",
"share": "0.0104926140233782849269607661134"
}
],
"kind": "public-filing-990pf",
"lens": "AXIOM",
"build": {
"commit": "bb0c3ac309b908a3322a65d096f5a7ca733df4c2",
"digest": "b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b"
},
"filer": {
"ein": "932379412",
"name": "RONALD AND FLORENCE KOETTERS 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": "1004384",
"label": "Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)",
"verdict": "rounding",
"difference": "-0.25",
"recomputed": "1004384.25"
},
{
"id": "excise_tax",
"note": null,
"filed": "117894",
"label": "Excise tax: 1.39% of net investment income (Part V line 1)",
"verdict": "rounding",
"difference": "0.0241",
"recomputed": "117893.9759"
},
{
"id": "distributable_amount",
"note": null,
"filed": "886490",
"label": "Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)",
"verdict": "exact",
"difference": "0",
"recomputed": "886490"
}
],
"engine": "kernel@2026-09-15.1",
"source": {
"form": "990-PF",
"lines": {
"netInvestmentIncome": "8481581",
"grossInvestmentIncome": "8582613",
"netNoncharitableAssets": "20087685",
"undistributedCurrentYear": "0"
},
"period": {
"end": "2024-12-31",
"days": 366,
"begin": "2024-01-01"
},
"amended": false,
"foreign": {
"organization": false,
"meets85PctTest": false
},
"objectId": "202543099349100604",
"returnTs": "2025-11-05T01:44:47-06:00",
"operating": false,
"sourceSha256": "1a08b807ebd395e7479eaa418b619bec9b7924d254302aae10c7ee4e5b51b642",
"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 = 30784893 USD\nlet mix_cash = share(227981 USD, total_assets_fmv)\nlet mix_government = share(3172923 USD, total_assets_fmv)\nlet mix_stock = share(22453200 USD, total_assets_fmv)\nlet mix_bonds = share(4581721 USD, total_assets_fmv)\nlet mix_other = share(323014 USD, total_assets_fmv)\nlet net_noncharitable_assets = 20087685 USD\nlet mir_filed = 1004384 USD\nlet mir_recomputed = net_noncharitable_assets * 5%\nlet mir_difference = mir_filed - mir_recomputed\nlet net_investment_income = 8481581 USD\nlet excise_filed = 117894 USD\nlet excise_recomputed = net_investment_income * 1.39%\nlet excise_difference = excise_filed - excise_recomputed\nlet distributable_filed = 886490 USD\nlet distributable_recomputed = 1004384 USD - 117894 USD + 0 USD - 0 USD\nlet distributable_difference = distributable_filed - distributable_recomputed\nlet qualifying_distributions = 1754044 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 = [2713018 USD, 1112951 USD, 918399 USD, 671050 USD, 562281 USD, 543670 USD, 510521 USD, 480026 USD, 402926 USD, 402307 USD, 396467 USD, 395056 USD, 393053 USD, 370798 USD, 316971 USD, 277217 USD, 269308 USD, 261087 USD, 258019 USD, 257025 USD, 251024 USD, 248996 USD, 244899 USD, 244677 USD, 243717 USD, 243604 USD, 235067 USD, 225351 USD, 213901 USD, 213895 USD, 201876 USD, 196693 USD, 196545 USD, 193871 USD, 185147 USD, 182946 USD, 181565 USD, 177308 USD, 173822 USD, 173709 USD, 173541 USD, 165599 USD, 161302 USD, 158576 USD, 158559 USD, 154236 USD, 153927 USD, 153635 USD, 153159 USD, 152562 USD, 151438 USD, 150422 USD, 150061 USD, 148899 USD, 148701 USD, 145558 USD, 144798 USD, 136154 USD, 132987 USD, 132395 USD, 130551 USD, 128997 USD, 120810 USD, 118497 USD, 117548 USD, 116450 USD, 114297 USD, 111717 USD, 104046 USD, 101589 USD, 98918 USD, 93895 USD, 93646 USD, 88650 USD, 87383 USD, 84688 USD, 84574 USD, 83383 USD, 77649 USD, 76772 USD, 76113 USD, 73455 USD, 73085 USD, 72310 USD, 71670 USD, 71047 USD, 70175 USD, 67250 USD, 65693 USD, 65172 USD, 62672 USD, 59655 USD, 59269 USD, 56320 USD, 55760 USD, 55110 USD, 49889 USD, 46260 USD, 42370 USD, 33725 USD, 23371 USD, 22938 USD, 22932 USD, 22796 USD, 22217 USD, 22024 USD, 21072 USD, 20097 USD, 18445 USD, 17697 USD, 15744 USD, 12064 USD, 11708 USD, 11320 USD, 9990 USD, 9946 USD, 8194 USD, 8191 USD, 7936 USD, 7875 USD, 7375 USD, 7260 USD, 7111 USD, 6943 USD, 6752 USD, 6552 USD, 6392 USD, 5740 USD, 5072 USD, 4867 USD, 4670 USD, 3864 USD, 3487 USD, 3281 USD, 3252 USD, 3212 USD, 3120 USD, 2682 USD, 2655 USD, 2369 USD, 2192 USD, 1751 USD, 1698 USD, 1532 USD, 1133 USD, 1085 USD, 848 USD, 817 USD, 349 USD, 250 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([2713018 USD, 1112951 USD, 918399 USD, 671050 USD, 562281 USD, 543670 USD, 510521 USD, 480026 USD, 402926 USD, 402307 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": "0.00740561287641961269769558724794",
"mir_filed": "1004384 USD",
"mix_bonds": "0.148830174592453512831764593107",
"mix_other": "0.0104926140233782849269607661134",
"mix_stock": "0.729357740499536574643933308457",
"payout_rate": "0.0873193700518501758664574837768",
"stock_count": "150",
"excise_filed": "117894 USD",
"largest_stock": "2713018 USD",
"mir_difference": "-0.25 USD",
"mir_recomputed": "1004384.25 USD",
"mix_government": "0.103067533806273096352811750881",
"payout_coverage": "1.97863935295378402463648772124",
"total_assets_fmv": "30784893 USD",
"excise_difference": "0.0241 USD",
"excise_recomputed": "117893.9759 USD",
"distributable_filed": "886490 USD",
"stock_concentration": "0.0278522145576295409594762784377",
"top10_share_of_stock": "0.370421543477099032654588210144",
"net_investment_income": "8481581 USD",
"distributable_difference": "0 USD",
"distributable_recomputed": "886490 USD",
"effective_stock_holdings": "35.9037877555797652261895742317",
"net_noncharitable_assets": "20087685 USD",
"qualifying_distributions": "1754044 USD",
"undistributed_to_next_year": "0 USD",
"largest_stock_share_of_assets": "0.0881282257502080647153784162901",
"largest_stock_halved_share_of_assets": "0.044064112875104032357689208145"
},
"version": 2,
"holdings": {
"tie": "exact",
"top": [
{
"fmv": "2713018",
"name": "JPMORGAN MORTGAGE-BACKED ,",
"shareOfAssets": "0.0881282257502080647153784162901"
},
{
"fmv": "1112951",
"name": "AMERICAN CENTURY SMALL C ,",
"shareOfAssets": "0.0361525050614923365171352065443"
},
{
"fmv": "918399",
"name": "JOHNSON OPPORTUNITY",
"shareOfAssets": "0.0298327819427535447337757516325"
},
{
"fmv": "671050",
"name": "THRIVENT SMALL CAP STOCK",
"shareOfAssets": "0.0217980293126242147406521763775"
},
{
"fmv": "562281",
"name": "MICROSOFT CORP",
"shareOfAssets": "0.0182648352878796752679958965587"
},
{
"fmv": "543670",
"name": "ALPHABET INC",
"shareOfAssets": "0.0176602855173152623918491449686"
},
{
"fmv": "510521",
"name": "AMAZON.COM INC",
"shareOfAssets": "0.0165834911298863374318046192332"
},
{
"fmv": "480026",
"name": "LOWES COS INC",
"shareOfAssets": "0.0155929078590593119813669646342"
},
{
"fmv": "402926",
"name": "APPLE INC",
"shareOfAssets": "0.0130884326932693902817852899472"
},
{
"fmv": "402307",
"name": "AMERICAN ELEC PWR CO INC",
"shareOfAssets": "0.0130683254283196631542620596407"
}
],
"count": 150,
"schedule": "Corporate stock (line 10b)"
},
"refusals": [],
"blankLines": [],
"kernelProof": "062292e226ba7801cc90a1ece69267d754673e2a714490d8ad7ed40e6e83845d",
"otherInvestments": [
{
"fmv": "323014",
"name": "ISHARES RUSSELL MID CAP",
"shareOfAssets": "0.0104926140233782849269607661134"
}
]
}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.