Sealed proof · filed Form 990-PF
MARY J HUTCHINS FOUNDATION INC
EIN 13-6083578, 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 October 28, 2025.
The answer
Nothing carried into the next year: the return shows the year’s amount paid within the year.
Every line we re-do agrees with the return as filed.
Keep this record for the foundation, year on year: the Filing Record, the foundation’s own order, cancellable in writing for a full refund until thirty days after the filing deadline.
Qualifying distributions0.94×
the distributable amount (Part XI ÷ Part X)
Carried to next year$0
undistributed income, Part XII: nothing carried into the next year
Distributions as a rate4.6%
of net noncharitable-use assets; the legal test is the distributable amount, not this rate
Assets at fair market value$42.9M
end of the tax year, Part II
Largest listed stock4.1%
MICROSOFT
If that stock halved−2.1%
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
MARY J HUTCHINS 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/581f5344db41 — 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) | $2,102,235 | $2,102,235 | recomputes exactly |
| Excise tax: 1.39% of net investment income (Part V line 1) | $42,782 | $42,782.2818 | recomputes, within the form's whole-dollar rounding (difference −$0.2818) |
| Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7) | $2,059,453 | $2,059,453 | recomputes exactly |
Where the assets sit, at fair market value
| Part II line | Fair market value | Share of assets |
|---|---|---|
| Cash (line 1) | $700 | <0.1% |
| Savings and temporary cash investments (line 2) | $1.3M | 2.9% |
| U.S. and state government obligations (line 10a) | $600,951 | 1.4% |
| Corporate stock (line 10b) | $23.8M | 55.6% |
| Other investments (line 13) | $17.2M | 40.1% |
The ten largest listed stocks, of 233 on the schedule
The schedule ties to Part II line 10b exactly. It behaves like 40.4 equal holdings; the ten largest are 42.6% of the listed stock.
| Stock, as listed | Fair market value | Share of assets |
|---|---|---|
| MICROSOFT | $1.8M | 4.1% |
| APPLE INC | $1.3M | 3.1% |
| AUTOMATIC DATA PROCESSING INC COM | $1.2M | 2.7% |
| ABBVIE INC COM | $1.1M | 2.5% |
| LITTELFUSE INC | $1M | 2.4% |
| ABBOTT LABS COM | $984,057 | 2.3% |
| QUALCOMM INC | $783,462 | 1.8% |
| JP MORGAN CHASE & CO COM | $683,174 | 1.6% |
| UNITEDHEALTH GROUP | $657,619 | 1.5% |
| EQUITY RESIDENTIAL | $645,840 | 1.5% |
Largest other investments (line 13), as listed
| FPA CRESCENT INST SHARE | $1.6M | 3.6% |
| CATALYST/MILLBURN HEDGE STRATEGY FUND CLASS I | $1.1M | 2.5% |
| PIMCO ALL ASSET I | $1M | 2.4% |
| PARNASSUS CORE EQUITY FUND INSTITUTIONAL CLASS | $956,547 | 2.2% |
| VANGUARD HIGH YIELD CORPORATE FUND ADMIRAL | $857,045 | 2.0% |
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 $2,102,235; recomputed $2,102,235; agrees to the dollar. |
| Excise tax | Part V line 1 against 1.39% of net investment income | agrees | Filed $42,782; recomputed $42,782.28; 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 $2,059,453; recomputed $2,059,453; agrees to the dollar. |
| Payout coverage | Part XI total against Part X line 7 | reported | Qualifying distributions $1,939,000 against a distributable amount of $2,059,453 (0.94×). |
| 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 | 233 listed holdings sum to Part II line 10b exactly; the largest is 4.1% 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 28 October 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. | $42,782 | Projected under the assumptions below |
| December 31, 2026 | Distributable amount for the year ending 31 December 2025, to be paid out | $2,059,452 | 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 $1,681,788, $420,447 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, $42044700; the thirteen-month average is not observable from a filing.
- Net investment income for that year equals this return's, $3077862.
- 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)
96ac3815a045963f…· 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
581f5344db410b7d75895f2fcc211c04d33260148565f257ed8c0aa1429c2392 · recomputed now, matchesreturn Form 990-PF, IRS object
202513019349101551, schema 2024v5.2 — the file as the IRS published it hashes to 405d4abdf3aec69e…source file
202513019349101551_public.xml inside 2025_TEOS_XML_11D.zip at irs.gov — not part of the seal; fetch it yourself with verify_proof.py 581f5344db41 --fetcharithmetic
kernel@2026-09-15.1 · kernel proof e9bb114ca8c05d39…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 = 42853291 USD let mix_cash = share(700 USD, total_assets_fmv) let mix_savings = share(1259351 USD, total_assets_fmv) let mix_government = share(600951 USD, total_assets_fmv) let mix_stock = share(23808887 USD, total_assets_fmv) let mix_other = share(17183402 USD, total_assets_fmv) let net_noncharitable_assets = 42044700 USD let mir_filed = 2102235 USD let mir_recomputed = net_noncharitable_assets * 5% let mir_difference = mir_filed - mir_recomputed let net_investment_income = 3077862 USD let excise_filed = 42782 USD let excise_recomputed = net_investment_income * 1.39% let excise_difference = excise_filed - excise_recomputed let distributable_filed = 2059453 USD let distributable_recomputed = 2102235 USD - 42782 USD + 0 USD - 0 USD let distributable_difference = distributable_filed - distributable_recomputed let qualifying_distributions = 1939000 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 = [1770300 USD, 1327226 USD, 1170920 USD, 1066200 USD, 1048643 USD, 984057 USD, 783462 USD, 683174 USD, 657619 USD, 645840 USD, 613912 USD, 590688 USD, 453031 USD, 422148 USD, 417098 USD, 396640 USD, 363195 USD, 360360 USD, 285779 USD, 274482 USD, 226640 USD, 213369 USD, 209475 USD, 196272 USD, 170829 USD, 143262 USD, 141537 USD, 141144 USD, 132054 USD, 131181 USD, 130984 USD, 126807 USD, 125111 USD, 124819 USD, 111902 USD, 109746 USD, 107120 USD, 103395 USD, 101290 USD, 95742 USD, 94852 USD, 94769 USD, 94743 USD, 91796 USD, 91514 USD, 91420 USD, 90864 USD, 85788 USD, 85263 USD, 84064 USD, 82209 USD, 81235 USD, 81161 USD, 80802 USD, 79726 USD, 79576 USD, 78318 USD, 76350 USD, 74523 USD, 74079 USD, 73910 USD, 73385 USD, 72640 USD, 70141 USD, 70132 USD, 68278 USD, 67533 USD, 66643 USD, 66246 USD, 64224 USD, 64221 USD, 63070 USD, 62427 USD, 62426 USD, 61198 USD, 60461 USD, 59972 USD, 59515 USD, 59192 USD, 58903 USD, 57791 USD, 57418 USD, 57250 USD, 57016 USD, 56521 USD, 56053 USD, 56044 USD, 55886 USD, 54701 USD, 51915 USD, 50494 USD, 50080 USD, 49014 USD, 48317 USD, 47979 USD, 47171 USD, 46381 USD, 43219 USD, 43050 USD, 39917 USD, 39680 USD, 38946 USD, 38713 USD, 37467 USD, 36929 USD, 35006 USD, 33800 USD, 33135 USD, 32399 USD, 31162 USD, 31082 USD, 30942 USD, 30683 USD, 30586 USD, 30464 USD, 29484 USD, 28159 USD, 27907 USD, 27862 USD, 27539 USD, 27425 USD, 26744 USD, 26588 USD, 26356 USD, 26021 USD, 25966 USD, 25510 USD, 25181 USD, 25133 USD, 25117 USD, 24841 USD, 24790 USD, 24372 USD, 24322 USD, 24303 USD, 24216 USD, 24186 USD, 23979 USD, 23799 USD, 23694 USD, 23623 USD, 23311 USD, 22981 USD, 22822 USD, 22736 USD, 22706 USD, 22579 USD, 22479 USD, 21895 USD, 21771 USD, 21316 USD, 21013 USD, 20900 USD, 20830 USD, 20623 USD, 20389 USD, 19884 USD, 19831 USD, 19830 USD, 19746 USD, 19610 USD, 19459 USD, 19373 USD, 19295 USD, 19264 USD, 19183 USD, 19040 USD, 19037 USD, 19019 USD, 19004 USD, 18998 USD, 18820 USD, 18588 USD, 18341 USD, 18239 USD, 18198 USD, 18145 USD, 18097 USD, 17896 USD, 17746 USD, 17611 USD, 17461 USD, 17205 USD, 17034 USD, 17027 USD, 16953 USD, 16646 USD, 16521 USD, 16500 USD, 16249 USD, 15933 USD, 15579 USD, 15493 USD, 15396 USD, 15285 USD, 15185 USD, 15063 USD, 14645 USD, 14226 USD, 14084 USD, 14022 USD, 13957 USD, 13917 USD, 13441 USD, 13329 USD, 13292 USD, 13015 USD, 12931 USD, 12912 USD, 12864 USD, 12651 USD, 12649 USD, 12101 USD, 11946 USD, 11789 USD, 10696 USD, 10450 USD, 10277 USD, 10220 USD, 10007 USD, 9660 USD, 9600 USD, 9305 USD, 9227 USD, 9184 USD, 9094 USD, 8585 USD, 7401 USD, 7304 USD, 6281 USD, 5176 USD, 5030 USD, 4134 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([1770300 USD, 1327226 USD, 1170920 USD, 1066200 USD, 1048643 USD, 984057 USD, 783462 USD, 683174 USD, 657619 USD, 645840 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": "700",
"line": "cash",
"label": "Cash (line 1)",
"share": "0.0000163348014508383965189511349315"
},
{
"fmv": "1259351",
"line": "savings",
"label": "Savings and temporary cash investments (line 2)",
"share": "0.0293874979170211221350537581816"
},
{
"fmv": "600951",
"line": "government",
"label": "U.S. and state government obligations (line 10a)",
"share": "0.0140234503809754074663717192689"
},
{
"fmv": "23808887",
"line": "stock",
"label": "Corporate stock (line 10b)",
"share": "0.555590631300639197115572757294"
},
{
"fmv": "17183402",
"line": "other",
"label": "Other investments (line 13)",
"share": "0.40098208559991343488648281412"
}
],
"kind": "public-filing-990pf",
"lens": "AXIOM",
"build": {
"commit": "7dd856f88a5ecf553ea48f52397c50a503af0e0d",
"digest": "b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b"
},
"filer": {
"ein": "136083578",
"name": "MARY J HUTCHINS 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": "2102235",
"label": "Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)",
"verdict": "exact",
"difference": "0",
"recomputed": "2102235"
},
{
"id": "excise_tax",
"note": null,
"filed": "42782",
"label": "Excise tax: 1.39% of net investment income (Part V line 1)",
"verdict": "rounding",
"difference": "-0.2818",
"recomputed": "42782.2818"
},
{
"id": "distributable_amount",
"note": null,
"filed": "2059453",
"label": "Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)",
"verdict": "exact",
"difference": "0",
"recomputed": "2059453"
}
],
"engine": "kernel@2026-09-15.1",
"source": {
"form": "990-PF",
"lines": {
"netInvestmentIncome": "3077862",
"grossInvestmentIncome": "3236567",
"netNoncharitableAssets": "42044700",
"undistributedCurrentYear": "0"
},
"period": {
"end": "2024-12-31",
"days": 366,
"begin": "2024-01-01"
},
"amended": false,
"foreign": {
"organization": false,
"meets85PctTest": false
},
"objectId": "202513019349101551",
"returnTs": "2025-10-28T16:34:01-05:00",
"operating": false,
"sourceSha256": "405d4abdf3aec69efe7bc44562f99cb45ca144203ba2876f49011dccf93f9df4",
"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 = 42853291 USD\nlet mix_cash = share(700 USD, total_assets_fmv)\nlet mix_savings = share(1259351 USD, total_assets_fmv)\nlet mix_government = share(600951 USD, total_assets_fmv)\nlet mix_stock = share(23808887 USD, total_assets_fmv)\nlet mix_other = share(17183402 USD, total_assets_fmv)\nlet net_noncharitable_assets = 42044700 USD\nlet mir_filed = 2102235 USD\nlet mir_recomputed = net_noncharitable_assets * 5%\nlet mir_difference = mir_filed - mir_recomputed\nlet net_investment_income = 3077862 USD\nlet excise_filed = 42782 USD\nlet excise_recomputed = net_investment_income * 1.39%\nlet excise_difference = excise_filed - excise_recomputed\nlet distributable_filed = 2059453 USD\nlet distributable_recomputed = 2102235 USD - 42782 USD + 0 USD - 0 USD\nlet distributable_difference = distributable_filed - distributable_recomputed\nlet qualifying_distributions = 1939000 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 = [1770300 USD, 1327226 USD, 1170920 USD, 1066200 USD, 1048643 USD, 984057 USD, 783462 USD, 683174 USD, 657619 USD, 645840 USD, 613912 USD, 590688 USD, 453031 USD, 422148 USD, 417098 USD, 396640 USD, 363195 USD, 360360 USD, 285779 USD, 274482 USD, 226640 USD, 213369 USD, 209475 USD, 196272 USD, 170829 USD, 143262 USD, 141537 USD, 141144 USD, 132054 USD, 131181 USD, 130984 USD, 126807 USD, 125111 USD, 124819 USD, 111902 USD, 109746 USD, 107120 USD, 103395 USD, 101290 USD, 95742 USD, 94852 USD, 94769 USD, 94743 USD, 91796 USD, 91514 USD, 91420 USD, 90864 USD, 85788 USD, 85263 USD, 84064 USD, 82209 USD, 81235 USD, 81161 USD, 80802 USD, 79726 USD, 79576 USD, 78318 USD, 76350 USD, 74523 USD, 74079 USD, 73910 USD, 73385 USD, 72640 USD, 70141 USD, 70132 USD, 68278 USD, 67533 USD, 66643 USD, 66246 USD, 64224 USD, 64221 USD, 63070 USD, 62427 USD, 62426 USD, 61198 USD, 60461 USD, 59972 USD, 59515 USD, 59192 USD, 58903 USD, 57791 USD, 57418 USD, 57250 USD, 57016 USD, 56521 USD, 56053 USD, 56044 USD, 55886 USD, 54701 USD, 51915 USD, 50494 USD, 50080 USD, 49014 USD, 48317 USD, 47979 USD, 47171 USD, 46381 USD, 43219 USD, 43050 USD, 39917 USD, 39680 USD, 38946 USD, 38713 USD, 37467 USD, 36929 USD, 35006 USD, 33800 USD, 33135 USD, 32399 USD, 31162 USD, 31082 USD, 30942 USD, 30683 USD, 30586 USD, 30464 USD, 29484 USD, 28159 USD, 27907 USD, 27862 USD, 27539 USD, 27425 USD, 26744 USD, 26588 USD, 26356 USD, 26021 USD, 25966 USD, 25510 USD, 25181 USD, 25133 USD, 25117 USD, 24841 USD, 24790 USD, 24372 USD, 24322 USD, 24303 USD, 24216 USD, 24186 USD, 23979 USD, 23799 USD, 23694 USD, 23623 USD, 23311 USD, 22981 USD, 22822 USD, 22736 USD, 22706 USD, 22579 USD, 22479 USD, 21895 USD, 21771 USD, 21316 USD, 21013 USD, 20900 USD, 20830 USD, 20623 USD, 20389 USD, 19884 USD, 19831 USD, 19830 USD, 19746 USD, 19610 USD, 19459 USD, 19373 USD, 19295 USD, 19264 USD, 19183 USD, 19040 USD, 19037 USD, 19019 USD, 19004 USD, 18998 USD, 18820 USD, 18588 USD, 18341 USD, 18239 USD, 18198 USD, 18145 USD, 18097 USD, 17896 USD, 17746 USD, 17611 USD, 17461 USD, 17205 USD, 17034 USD, 17027 USD, 16953 USD, 16646 USD, 16521 USD, 16500 USD, 16249 USD, 15933 USD, 15579 USD, 15493 USD, 15396 USD, 15285 USD, 15185 USD, 15063 USD, 14645 USD, 14226 USD, 14084 USD, 14022 USD, 13957 USD, 13917 USD, 13441 USD, 13329 USD, 13292 USD, 13015 USD, 12931 USD, 12912 USD, 12864 USD, 12651 USD, 12649 USD, 12101 USD, 11946 USD, 11789 USD, 10696 USD, 10450 USD, 10277 USD, 10220 USD, 10007 USD, 9660 USD, 9600 USD, 9305 USD, 9227 USD, 9184 USD, 9094 USD, 8585 USD, 7401 USD, 7304 USD, 6281 USD, 5176 USD, 5030 USD, 4134 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([1770300 USD, 1327226 USD, 1170920 USD, 1066200 USD, 1048643 USD, 984057 USD, 783462 USD, 683174 USD, 657619 USD, 645840 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": "0.0000163348014508383965189511349315",
"mir_filed": "2102235 USD",
"mix_other": "0.40098208559991343488648281412",
"mix_stock": "0.555590631300639197115572757294",
"mix_savings": "0.0293874979170211221350537581816",
"payout_rate": "0.0461175843804332056121223364657",
"stock_count": "233",
"excise_filed": "42782 USD",
"largest_stock": "1770300 USD",
"mir_difference": "0 USD",
"mir_recomputed": "2102235 USD",
"mix_government": "0.0140234503809754074663717192689",
"payout_coverage": "0.941512139388468685617006069087",
"total_assets_fmv": "42853291 USD",
"excise_difference": "-0.2818 USD",
"excise_recomputed": "42782.2818 USD",
"distributable_filed": "2059453 USD",
"stock_concentration": "0.024763720505374250765263695176",
"top10_share_of_stock": "0.425783910016457300166950265252",
"net_investment_income": "3077862 USD",
"distributable_difference": "0 USD",
"distributable_recomputed": "2059453 USD",
"effective_stock_holdings": "40.3816542745658457747615321321",
"net_noncharitable_assets": "42044700 USD",
"qualifying_distributions": "1939000 USD",
"undistributed_to_next_year": "0 USD",
"largest_stock_share_of_assets": "0.0413107128691703047964274202418",
"largest_stock_halved_share_of_assets": "0.0206553564345851523982137101209"
},
"version": 2,
"holdings": {
"tie": "exact",
"top": [
{
"fmv": "1770300",
"name": "MICROSOFT",
"shareOfAssets": "0.0413107128691703047964274202418"
},
{
"fmv": "1327226",
"name": "APPLE INC",
"shareOfAssets": "0.0309713902719863452260877700151"
},
{
"fmv": "1170920",
"name": "AUTOMATIC DATA PROCESSING INC COM",
"shareOfAssets": "0.0273239224497367075028146613057"
},
{
"fmv": "1066200",
"name": "ABBVIE INC COM",
"shareOfAssets": "0.02488023615269128338357957152"
},
{
"fmv": "1048643",
"name": "LITTELFUSE INC",
"shareOfAssets": "0.0244705359968736123440321071257"
},
{
"fmv": "984057",
"name": "ABBOTT LABS COM",
"shareOfAssets": "0.0229633938732966856617849956961"
},
{
"fmv": "783462",
"name": "QUALCOMM INC",
"shareOfAssets": "0.0182824231632525025907578486796"
},
{
"fmv": "683174",
"name": "JP MORGAN CHASE & CO COM",
"shareOfAssets": "0.0159421594948215295763398895081"
},
{
"fmv": "657619",
"name": "UNITEDHEALTH GROUP",
"shareOfAssets": "0.0153458225647127078291373234322"
},
{
"fmv": "645840",
"name": "EQUITY RESIDENTIAL",
"shareOfAssets": "0.0150709545271563857254277156917"
}
],
"count": 233,
"schedule": "Corporate stock (line 10b)"
},
"refusals": [],
"blankLines": [],
"kernelProof": "e9bb114ca8c05d394ac5ca62f436c4c9fbf4672e489953c0aa3fe121e6f961d3",
"otherInvestments": [
{
"fmv": "1559765",
"name": "FPA CRESCENT INST SHARE",
"shareOfAssets": "0.0363977879785242164948311671092"
},
{
"fmv": "1074427",
"name": "CATALYST/MILLBURN HEDGE STRATEGY FUND CLASS I",
"shareOfAssets": "0.0250722167405999226523815872158"
},
{
"fmv": "1014326",
"name": "PIMCO ALL ASSET I",
"shareOfAssets": "0.0236697340234615819821166127008"
},
{
"fmv": "956547",
"name": "PARNASSUS CORE EQUITY FUND INSTITUTIONAL CLASS",
"shareOfAssets": "0.0223214361762787366785902160933"
},
{
"fmv": "857045",
"name": "VANGUARD HIGH YIELD CORPORATE FUND ADMIRAL",
"shareOfAssets": "0.0199995141563339907779778220534"
}
]
}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.