Sealed proof · filed Form 990-PF
THE SUMMIT CHARITABLE FOUNDATION INC
EIN 52-1743817, 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 SUMMIT CHARITABLE FOUNDATION INC. The name above is as written on the return; the EIN is the same foundation.
This is an amended return, read as filed.
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 June 16, 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 distributions1.55×
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 rate7.5%
of net noncharitable-use assets; the legal test is the distributable amount, not this rate
Assets at fair market value$159M
end of the tax year, Part II
Largest listed stock5.6%
MFC VANGUARD US STOCK ETF
If that stock halved−2.8%
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
THE SUMMIT CHARITABLE FOUNDATION INC · 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/4d62c3469f8a — 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) | $7,905,506 | $7,905,506.15 | recomputes, within the form's whole-dollar rounding (difference −$0.15) |
| Excise tax: 1.39% of net investment income (Part V line 1) | $230,071 | $230,071.1737 | recomputes, within the form's whole-dollar rounding (difference −$0.1737) |
| Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7) | $7,675,435 | $7,675,435 | recomputes exactly |
Where the assets sit, at fair market value
| Part II line | Fair market value | Share of assets |
|---|---|---|
| Cash (line 1) | $194,457 | 0.1% |
| Savings and temporary cash investments (line 2) | $3.5M | 2.2% |
| U.S. and state government obligations (line 10a) | $15.1M | 9.5% |
| Corporate stock (line 10b) | $26.8M | 16.8% |
| Corporate bonds (line 10c) | $9.7M | 6.1% |
| Other investments (line 13) | $95.4M | 60.0% |
The ten largest listed stocks, of 73 on the schedule
The schedule ties to Part II line 10b exactly. It behaves like 5.2 equal holdings; the ten largest are 83.9% of the listed stock.
| Stock, as listed | Fair market value | Share of assets |
|---|---|---|
| MFC VANGUARD US STOCK ETF | $8.9M | 5.6% |
| BROWN ADVISORY SUSTAINABLE GROWTH FUND | $6.3M | 4.0% |
| MFC VANGUARD INTL STOCK ETF | $3.8M | 2.4% |
| AES CORP | $1.7M | 1.1% |
| MICROSOFT CORP | $410,963 | 0.3% |
| APPLE INC | $375,630 | 0.2% |
| ALPHABET INC | $371,358 | 0.2% |
| JPMORGAN CHASE & CO | $209,746 | 0.1% |
| VISA INC | $194,365 | 0.1% |
| AUTOZONE INC | $160,100 | 0.1% |
Largest other investments (line 13), as listed
| ALTERNATIVE INVESTMENT AF | $9.9M | 6.2% |
| ALTERNATIVE INVESTMENT P | $6.7M | 4.2% |
| ALTERNATIVE INVESTMENT H | $6M | 3.8% |
| ALTERNATIVE INVESTMENT AN | $6M | 3.8% |
| ALTERNATIVE INVESTMENT W | $5.9M | 3.7% |
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? Yes
- Part VI-B 3b: did it have excess business holdings? No
- 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, 3 reported, 2 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 $7,905,506; recomputed $7,905,506.15; agrees within the form's whole-dollar rounding. |
| Excise tax | Part V line 1 against 1.39% of net investment income | agrees | Filed $230,071; recomputed $230,071.17; 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 $7,675,435; recomputed $7,675,435; agrees to the dollar. |
| Payout coverage | Part XI total against Part X line 7 | reported | Qualifying distributions $11,925,759 against a distributable amount of $7,675,435 (1.55×). |
| 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 | 73 listed holdings sum to Part II line 10b exactly; the largest is 5.6% of total assets. |
| The foundation's own answers | Part VI-B 2a, 3a, 3b, 4a and 4b, each answered | reported | All 5 answered; Yes to Part VI-B 3a. |
| 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 | not checked | Return timestamped 16 June 2026 as an amended return. An amended return's e-file timestamp is the amendment's; the original return's filing date is not in this file, so the due dates are not compared. |
| 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. | $230,071 | Projected under the assumptions below |
| December 31, 2026 | Distributable amount for the year ending 31 December 2025, to be paid out | $7,675,434 | 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 $6,324,404, $1,581,101 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, $158110123; the thirteen-month average is not observable from a filing.
- Net investment income for that year equals this return's, $16551883.
- 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)
1445dbbd974f67bf…· 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
4d62c3469f8a27220bd4272a6e11a837f2826c68eac30a962935185da7d0b6ff · recomputed now, matchesreturn Form 990-PF, IRS object
202601679349100725, schema 2024v5.5 — the file as the IRS published it hashes to c2cf8256ce876ed8…source file
202601679349100725_public.xml inside 2026_TEOS_XML_06A.zip at irs.gov — not part of the seal; fetch it yourself with verify_proof.py 4d62c3469f8a --fetcharithmetic
kernel@2026-09-15.1 · kernel proof 710c33302f0b4d03…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 = 159046230 USD let mix_cash = share(194457 USD, total_assets_fmv) let mix_savings = share(3504610 USD, total_assets_fmv) let mix_government = share(15093271 USD, total_assets_fmv) let mix_stock = share(26795035 USD, total_assets_fmv) let mix_bonds = share(9739306 USD, total_assets_fmv) let mix_other = share(95354787 USD, total_assets_fmv) let net_noncharitable_assets = 158110123 USD let mir_filed = 7905506 USD let mir_recomputed = net_noncharitable_assets * 5% let mir_difference = mir_filed - mir_recomputed let net_investment_income = 16551883 USD let excise_filed = 230071 USD let excise_recomputed = net_investment_income * 1.39% let excise_difference = excise_filed - excise_recomputed let distributable_filed = 7675435 USD let distributable_recomputed = 7905506 USD - 230071 USD + 0 USD - 0 USD let distributable_difference = distributable_filed - distributable_recomputed let qualifying_distributions = 11925759 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 = [8904322 USD, 6323613 USD, 3807405 USD, 1711710 USD, 410963 USD, 375630 USD, 371358 USD, 209746 USD, 194365 USD, 160100 USD, 130158 USD, 124211 USD, 123127 USD, 117829 USD, 117289 USD, 116348 USD, 106330 USD, 105080 USD, 99720 USD, 95638 USD, 94250 USD, 87012 USD, 86380 USD, 86042 USD, 84964 USD, 84549 USD, 82566 USD, 81315 USD, 79814 USD, 78660 USD, 77819 USD, 75942 USD, 74361 USD, 72042 USD, 69440 USD, 66768 USD, 65877 USD, 65345 USD, 65189 USD, 64779 USD, 64397 USD, 64302 USD, 64037 USD, 63983 USD, 63067 USD, 61168 USD, 60528 USD, 60047 USD, 59157 USD, 56529 USD, 56071 USD, 55908 USD, 55066 USD, 54206 USD, 53772 USD, 53319 USD, 52980 USD, 52908 USD, 51256 USD, 49572 USD, 49224 USD, 46571 USD, 45482 USD, 44007 USD, 43741 USD, 42302 USD, 39702 USD, 36000 USD, 32748 USD, 30990 USD, 30549 USD, 30359 USD, 23031 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([8904322 USD, 6323613 USD, 3807405 USD, 1711710 USD, 410963 USD, 375630 USD, 371358 USD, 209746 USD, 194365 USD, 160100 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": "194457",
"line": "cash",
"label": "Cash (line 1)",
"share": "0.00122264451034142714354184943585"
},
{
"fmv": "3504610",
"line": "savings",
"label": "Savings and temporary cash investments (line 2)",
"share": "0.0220351654987358078214114223267"
},
{
"fmv": "15093271",
"line": "government",
"label": "U.S. and state government obligations (line 10a)",
"share": "0.0948986404770487172188866092582"
},
{
"fmv": "26795035",
"line": "stock",
"label": "Corporate stock (line 10b)",
"share": "0.168473248312770444165825244647"
},
{
"fmv": "9739306",
"line": "bonds",
"label": "Corporate bonds (line 10c)",
"share": "0.0612356922889652901549442574024"
},
{
"fmv": "95354787",
"line": "other",
"label": "Other investments (line 13)",
"share": "0.599541322042025139483029556878"
}
],
"kind": "public-filing-990pf",
"lens": "AXIOM",
"build": {
"commit": "7dd856f88a5ecf553ea48f52397c50a503af0e0d",
"digest": "b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b"
},
"filer": {
"ein": "521743817",
"name": "THE SUMMIT CHARITABLE 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": "7905506",
"label": "Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)",
"verdict": "rounding",
"difference": "-0.15",
"recomputed": "7905506.15"
},
{
"id": "excise_tax",
"note": null,
"filed": "230071",
"label": "Excise tax: 1.39% of net investment income (Part V line 1)",
"verdict": "rounding",
"difference": "-0.1737",
"recomputed": "230071.1737"
},
{
"id": "distributable_amount",
"note": null,
"filed": "7675435",
"label": "Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)",
"verdict": "exact",
"difference": "0",
"recomputed": "7675435"
}
],
"engine": "kernel@2026-09-15.1",
"source": {
"form": "990-PF",
"lines": {
"netInvestmentIncome": "16551883",
"grossInvestmentIncome": "18344244",
"netNoncharitableAssets": "158110123",
"undistributedCurrentYear": "0"
},
"period": {
"end": "2024-12-31",
"days": 366,
"begin": "2024-01-01"
},
"amended": true,
"foreign": {
"organization": false,
"meets85PctTest": false
},
"objectId": "202601679349100725",
"returnTs": "2026-06-16T15:38:04-05:00",
"operating": false,
"sourceSha256": "c2cf8256ce876ed8692be319c9871a5531d05df8b65a38ace9f73cd62629afb7",
"returnVersion": "2024v5.5",
"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": "Yes",
"question": "Part VI-B 3a: did it hold more than a 2% direct or indirect interest in any business enterprise?"
},
{
"answer": "No",
"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 = 159046230 USD\nlet mix_cash = share(194457 USD, total_assets_fmv)\nlet mix_savings = share(3504610 USD, total_assets_fmv)\nlet mix_government = share(15093271 USD, total_assets_fmv)\nlet mix_stock = share(26795035 USD, total_assets_fmv)\nlet mix_bonds = share(9739306 USD, total_assets_fmv)\nlet mix_other = share(95354787 USD, total_assets_fmv)\nlet net_noncharitable_assets = 158110123 USD\nlet mir_filed = 7905506 USD\nlet mir_recomputed = net_noncharitable_assets * 5%\nlet mir_difference = mir_filed - mir_recomputed\nlet net_investment_income = 16551883 USD\nlet excise_filed = 230071 USD\nlet excise_recomputed = net_investment_income * 1.39%\nlet excise_difference = excise_filed - excise_recomputed\nlet distributable_filed = 7675435 USD\nlet distributable_recomputed = 7905506 USD - 230071 USD + 0 USD - 0 USD\nlet distributable_difference = distributable_filed - distributable_recomputed\nlet qualifying_distributions = 11925759 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 = [8904322 USD, 6323613 USD, 3807405 USD, 1711710 USD, 410963 USD, 375630 USD, 371358 USD, 209746 USD, 194365 USD, 160100 USD, 130158 USD, 124211 USD, 123127 USD, 117829 USD, 117289 USD, 116348 USD, 106330 USD, 105080 USD, 99720 USD, 95638 USD, 94250 USD, 87012 USD, 86380 USD, 86042 USD, 84964 USD, 84549 USD, 82566 USD, 81315 USD, 79814 USD, 78660 USD, 77819 USD, 75942 USD, 74361 USD, 72042 USD, 69440 USD, 66768 USD, 65877 USD, 65345 USD, 65189 USD, 64779 USD, 64397 USD, 64302 USD, 64037 USD, 63983 USD, 63067 USD, 61168 USD, 60528 USD, 60047 USD, 59157 USD, 56529 USD, 56071 USD, 55908 USD, 55066 USD, 54206 USD, 53772 USD, 53319 USD, 52980 USD, 52908 USD, 51256 USD, 49572 USD, 49224 USD, 46571 USD, 45482 USD, 44007 USD, 43741 USD, 42302 USD, 39702 USD, 36000 USD, 32748 USD, 30990 USD, 30549 USD, 30359 USD, 23031 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([8904322 USD, 6323613 USD, 3807405 USD, 1711710 USD, 410963 USD, 375630 USD, 371358 USD, 209746 USD, 194365 USD, 160100 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": "0.00122264451034142714354184943585",
"mir_filed": "7905506 USD",
"mix_bonds": "0.0612356922889652901549442574024",
"mix_other": "0.599541322042025139483029556878",
"mix_stock": "0.168473248312770444165825244647",
"mix_savings": "0.0220351654987358078214114223267",
"payout_rate": "0.0754269162133280991755347631979",
"stock_count": "73",
"excise_filed": "230071 USD",
"largest_stock": "8904322 USD",
"mir_difference": "-0.15 USD",
"mir_recomputed": "7905506.15 USD",
"mix_government": "0.0948986404770487172188866092582",
"payout_coverage": "1.55375675776030935054495282678",
"total_assets_fmv": "159046230 USD",
"excise_difference": "-0.1737 USD",
"excise_recomputed": "230071.1737 USD",
"distributable_filed": "7675435 USD",
"stock_concentration": "0.191641682119120410312931724668",
"top10_share_of_stock": "0.838558785237638241562289431606",
"net_investment_income": "16551883 USD",
"distributable_difference": "0 USD",
"distributable_recomputed": "7675435 USD",
"effective_stock_holdings": "5.21807150168104442788984801365",
"net_noncharitable_assets": "158110123 USD",
"qualifying_distributions": "11925759 USD",
"undistributed_to_next_year": "0 USD",
"largest_stock_share_of_assets": "0.0559857470371979266657248021534",
"largest_stock_halved_share_of_assets": "0.0279928735185989633328624010767"
},
"version": 2,
"holdings": {
"tie": "exact",
"top": [
{
"fmv": "8904322",
"name": "MFC VANGUARD US STOCK ETF",
"shareOfAssets": "0.0559857470371979266657248021534"
},
{
"fmv": "6323613",
"name": "BROWN ADVISORY SUSTAINABLE GROWTH FUND",
"shareOfAssets": "0.0397595906548680845814452816643"
},
{
"fmv": "3807405",
"name": "MFC VANGUARD INTL STOCK ETF",
"shareOfAssets": "0.0239389830239924580419164918276"
},
{
"fmv": "1711710",
"name": "AES CORP",
"shareOfAssets": "0.0107623424962666515264146782983"
},
{
"fmv": "410963",
"name": "MICROSOFT CORP",
"shareOfAssets": "0.00258392166856139878323428351618"
},
{
"fmv": "375630",
"name": "APPLE INC",
"shareOfAssets": "0.00236176613554436342188054378906"
},
{
"fmv": "371358",
"name": "ALPHABET INC",
"shareOfAssets": "0.00233490602072114504065893294044"
},
{
"fmv": "209746",
"name": "JPMORGAN CHASE & CO",
"shareOfAssets": "0.00131877379300345566191666410452"
},
{
"fmv": "194365",
"name": "VISA INC",
"shareOfAssets": "0.00122206606217575858289756380896"
},
{
"fmv": "160100",
"name": "AUTOZONE INC",
"shareOfAssets": "0.001006625557864527816849226794"
}
],
"count": 73,
"schedule": "Corporate stock (line 10b)"
},
"refusals": [],
"blankLines": [],
"kernelProof": "710c33302f0b4d03424f8b9ea30530a655366290f3fb9b9cbe546945c430dc17",
"otherInvestments": [
{
"fmv": "9866977",
"name": "ALTERNATIVE INVESTMENT AF",
"shareOfAssets": "0.062038421155911711959472412518"
},
{
"fmv": "6655669",
"name": "ALTERNATIVE INVESTMENT P",
"shareOfAssets": "0.0418473861342076451607812395176"
},
{
"fmv": "6026510",
"name": "ALTERNATIVE INVESTMENT H",
"shareOfAssets": "0.0378915614661221457434105794271"
},
{
"fmv": "6013945",
"name": "ALTERNATIVE INVESTMENT AN",
"shareOfAssets": "0.0378125592791479559119383087546"
},
{
"fmv": "5944804",
"name": "ALTERNATIVE INVESTMENT W",
"shareOfAssets": "0.0373778366202078477433888247461"
}
]
}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.