Sealed proof · filed Form 990-PF
THE GEORGE AND BEVERLY RAWLINGS ENDOWMENT FOUNDATION INC
EIN 84-3892154, 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 GEORGE AND BEVERLY RAWLINGS ENDOWMENT 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 15, 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 distributions1.32×
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 rate6.5%
of net noncharitable-use assets; the legal test is the distributable amount, not this rate
Assets at fair market value$539.5M
end of the tax year, Part II
Largest listed stock0.2%
BERKSHIRE HATHAWAY INC.
If that stock halved−0.1%
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
THE GEORGE AND BEVERLY RAWLINGS ENDOWMENT 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/5a4d5968e6fe — 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) | $18,407,061 | $18,407,061.15 | recomputes, within the form's whole-dollar rounding (difference −$0.15) |
| Excise tax: 1.39% of net investment income (Part V line 1) | $168,769 | $168,768.796 | recomputes, within the form's whole-dollar rounding (difference $0.204) |
| Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7) | $18,241,157 | $18,241,157 | recomputes exactly |
Where the assets sit, at fair market value
| Part II line | Fair market value | Share of assets |
|---|---|---|
| Cash (line 1) | $6M | 1.1% |
| Savings and temporary cash investments (line 2) | $8.7M | 1.6% |
| Corporate stock (line 10b) | $58.8M | 10.9% |
| Corporate bonds (line 10c) | $18.8M | 3.5% |
| Other investments (line 13) | $442.2M | 82.0% |
The ten largest listed stocks, of 164 on the schedule
The schedule ties to Part II line 10b exactly. It behaves like 113.0 equal holdings; the ten largest are 17.3% of the listed stock.
| Stock, as listed | Fair market value | Share of assets |
|---|---|---|
| BERKSHIRE HATHAWAY INC. | $1.2M | 0.2% |
| TJX COS INC | $1.1M | 0.2% |
| JPMORGAN CHASE & CO | $1.1M | 0.2% |
| MICROSOFT CORP | $1.1M | 0.2% |
| APPLE INC | $1M | 0.2% |
| WALMART INC | $997,464 | 0.2% |
| APPLE INC | $939,075 | 0.2% |
| CAMECO CORP | $896,242 | 0.2% |
| DISNEY WALT CO DISNEY | $889,686 | 0.2% |
| MARRIOTT INTL INC | $875,872 | 0.2% |
Largest other investments (line 13), as listed
| VANGUARD TOTAL STOCK MKT | $75.3M | 14.0% |
| VANGUARD U.S. GROWTH | $38.6M | 7.2% |
| VANGUARD U.S. VALUE | $36.8M | 6.8% |
| VANGUARD TOTAL BOND MARK | $30M | 5.6% |
| INVESCO S&P 500 EQUAL WEIGHT | $18.9M | 3.5% |
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 $18,407,061; recomputed $18,407,061.15; agrees within the form's whole-dollar rounding. |
| Excise tax | Part V line 1 against 1.39% of net investment income | agrees | Filed $168,769; recomputed $168,768.79; agrees within the form's whole-dollar rounding. |
| Distributable amount | Part X line 7 against the form's own chain from line 1 | agrees | Filed $18,241,157; recomputed $18,241,157; agrees to the dollar. |
| Payout coverage | Part XI total against Part X line 7 | reported | Qualifying distributions $24,008,521 against a distributable amount of $18,241,157 (1.32×). |
| 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 | 164 listed holdings sum to Part II line 10b exactly; the largest is 0.2% 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 15 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. | $168,768 | Projected under the assumptions below |
| December 31, 2026 | Distributable amount for the year ending 31 December 2025, to be paid out | $18,238,292 | 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 $14,725,648, $3,681,412 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, $368141223; the thirteen-month average is not observable from a filing.
- Net investment income for that year equals this return's, $12141640.
- 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)
13bc59d0262dea66…· 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
5a4d5968e6fe1d6841a76b3b0b6b578975a8ba38e96e0feb7d84062f84b5c9f3 · recomputed now, matchesreturn Form 990-PF, IRS object
202503199349101115, schema 2024v5.2 — the file as the IRS published it hashes to 73cd00cfc2416407…source file
202503199349101115_public.xml inside 2025_TEOS_XML_11A.zip at irs.gov — not part of the seal; fetch it yourself with verify_proof.py 5a4d5968e6fe --fetcharithmetic
kernel@2026-09-15.1 · kernel proof ceca0058a70015f0…rules
b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b · commit 99b1020756a7 — 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 = 539525693 USD let mix_cash = share(6021019 USD, total_assets_fmv) let mix_savings = share(8697427 USD, total_assets_fmv) let mix_stock = share(58751145 USD, total_assets_fmv) let mix_bonds = share(18812560 USD, total_assets_fmv) let mix_other = share(442243542 USD, total_assets_fmv) let net_noncharitable_assets = 368141223 USD let mir_filed = 18407061 USD let mir_recomputed = net_noncharitable_assets * 5% let mir_difference = mir_filed - mir_recomputed let net_investment_income = 12141640 USD let excise_filed = 168769 USD let excise_recomputed = net_investment_income * 1.39% let excise_difference = excise_filed - excise_recomputed let distributable_filed = 18241157 USD let distributable_recomputed = 18407061 USD - 168769 USD + 2865 USD - 0 USD let distributable_difference = distributable_filed - distributable_recomputed let qualifying_distributions = 24008521 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 = [1210258 USD, 1148299 USD, 1085886 USD, 1066395 USD, 1040495 USD, 997464 USD, 939075 USD, 896242 USD, 889686 USD, 875872 USD, 841590 USD, 822205 USD, 800322 USD, 770191 USD, 758870 USD, 757122 USD, 753790 USD, 711485 USD, 693367 USD, 689892 USD, 686760 USD, 641554 USD, 635000 USD, 631163 USD, 594315 USD, 585771 USD, 572433 USD, 561018 USD, 555067 USD, 555047 USD, 546172 USD, 536268 USD, 493966 USD, 487730 USD, 483527 USD, 470331 USD, 463077 USD, 462548 USD, 462014 USD, 449587 USD, 445236 USD, 436453 USD, 432038 USD, 415685 USD, 412704 USD, 404245 USD, 396823 USD, 395686 USD, 392431 USD, 391843 USD, 390839 USD, 386013 USD, 367914 USD, 366705 USD, 366565 USD, 356292 USD, 355878 USD, 349840 USD, 340938 USD, 337866 USD, 336540 USD, 334311 USD, 334129 USD, 326057 USD, 324807 USD, 324258 USD, 323416 USD, 320784 USD, 319011 USD, 317823 USD, 315151 USD, 315102 USD, 313322 USD, 309960 USD, 304465 USD, 299194 USD, 298566 USD, 297536 USD, 297222 USD, 293509 USD, 285811 USD, 281035 USD, 277635 USD, 277133 USD, 275110 USD, 273642 USD, 273123 USD, 263787 USD, 263774 USD, 260797 USD, 255387 USD, 255078 USD, 254542 USD, 250562 USD, 250005 USD, 247156 USD, 245589 USD, 244431 USD, 239607 USD, 231846 USD, 228360 USD, 227968 USD, 224280 USD, 223814 USD, 223490 USD, 220640 USD, 212190 USD, 211708 USD, 211437 USD, 204478 USD, 204319 USD, 204269 USD, 201059 USD, 200370 USD, 199998 USD, 196057 USD, 195968 USD, 195142 USD, 193347 USD, 193331 USD, 186295 USD, 185654 USD, 185605 USD, 185504 USD, 184735 USD, 184010 USD, 182404 USD, 180742 USD, 179821 USD, 178938 USD, 178683 USD, 177883 USD, 177008 USD, 176085 USD, 175570 USD, 173434 USD, 172725 USD, 171634 USD, 170133 USD, 168353 USD, 166749 USD, 165506 USD, 164644 USD, 163412 USD, 161236 USD, 160938 USD, 160645 USD, 159840 USD, 158067 USD, 156414 USD, 154113 USD, 151597 USD, 147501 USD, 144038 USD, 118999 USD, 103517 USD, 100018 USD, 97249 USD, 94775 USD, 92264 USD, 86123 USD, 84419 USD, 80552 USD, 56027 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([1210258 USD, 1148299 USD, 1085886 USD, 1066395 USD, 1040495 USD, 997464 USD, 939075 USD, 896242 USD, 889686 USD, 875872 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": "6021019",
"line": "cash",
"label": "Cash (line 1)",
"share": "0.0111598373870213443199265766941"
},
{
"fmv": "8697427",
"line": "savings",
"label": "Savings and temporary cash investments (line 2)",
"share": "0.0161205056827571694532812545778"
},
{
"fmv": "58751145",
"line": "stock",
"label": "Corporate stock (line 10b)",
"share": "0.108894063363911012111892139305"
},
{
"fmv": "18812560",
"line": "bonds",
"label": "Corporate bonds (line 10c)",
"share": "0.0348687008683384425957263911063"
},
{
"fmv": "442243542",
"line": "other",
"label": "Other investments (line 13)",
"share": "0.81968949345290957255672344783"
}
],
"kind": "public-filing-990pf",
"lens": "AXIOM",
"build": {
"commit": "99b1020756a7a62eebfb71284f074a3d3b6fb128",
"digest": "b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b"
},
"filer": {
"ein": "843892154",
"name": "THE GEORGE AND BEVERLY RAWLINGS ENDOWMENT 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": "18407061",
"label": "Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)",
"verdict": "rounding",
"difference": "-0.15",
"recomputed": "18407061.15"
},
{
"id": "excise_tax",
"note": null,
"filed": "168769",
"label": "Excise tax: 1.39% of net investment income (Part V line 1)",
"verdict": "rounding",
"difference": "0.204",
"recomputed": "168768.796"
},
{
"id": "distributable_amount",
"note": null,
"filed": "18241157",
"label": "Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)",
"verdict": "exact",
"difference": "0",
"recomputed": "18241157"
}
],
"engine": "kernel@2026-09-15.1",
"source": {
"form": "990-PF",
"lines": {
"netInvestmentIncome": "12141640",
"grossInvestmentIncome": "13704077",
"netNoncharitableAssets": "368141223",
"undistributedCurrentYear": "0"
},
"period": {
"end": "2024-12-31",
"days": 366,
"begin": "2024-01-01"
},
"amended": false,
"foreign": {
"organization": false,
"meets85PctTest": false
},
"objectId": "202503199349101115",
"returnTs": "2025-11-15T12:44:56-06:00",
"operating": false,
"sourceSha256": "73cd00cfc2416407c435b12b032ca45c2e3e2f2812da9de306a0b65b3bbaf8bf",
"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 = 539525693 USD\nlet mix_cash = share(6021019 USD, total_assets_fmv)\nlet mix_savings = share(8697427 USD, total_assets_fmv)\nlet mix_stock = share(58751145 USD, total_assets_fmv)\nlet mix_bonds = share(18812560 USD, total_assets_fmv)\nlet mix_other = share(442243542 USD, total_assets_fmv)\nlet net_noncharitable_assets = 368141223 USD\nlet mir_filed = 18407061 USD\nlet mir_recomputed = net_noncharitable_assets * 5%\nlet mir_difference = mir_filed - mir_recomputed\nlet net_investment_income = 12141640 USD\nlet excise_filed = 168769 USD\nlet excise_recomputed = net_investment_income * 1.39%\nlet excise_difference = excise_filed - excise_recomputed\nlet distributable_filed = 18241157 USD\nlet distributable_recomputed = 18407061 USD - 168769 USD + 2865 USD - 0 USD\nlet distributable_difference = distributable_filed - distributable_recomputed\nlet qualifying_distributions = 24008521 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 = [1210258 USD, 1148299 USD, 1085886 USD, 1066395 USD, 1040495 USD, 997464 USD, 939075 USD, 896242 USD, 889686 USD, 875872 USD, 841590 USD, 822205 USD, 800322 USD, 770191 USD, 758870 USD, 757122 USD, 753790 USD, 711485 USD, 693367 USD, 689892 USD, 686760 USD, 641554 USD, 635000 USD, 631163 USD, 594315 USD, 585771 USD, 572433 USD, 561018 USD, 555067 USD, 555047 USD, 546172 USD, 536268 USD, 493966 USD, 487730 USD, 483527 USD, 470331 USD, 463077 USD, 462548 USD, 462014 USD, 449587 USD, 445236 USD, 436453 USD, 432038 USD, 415685 USD, 412704 USD, 404245 USD, 396823 USD, 395686 USD, 392431 USD, 391843 USD, 390839 USD, 386013 USD, 367914 USD, 366705 USD, 366565 USD, 356292 USD, 355878 USD, 349840 USD, 340938 USD, 337866 USD, 336540 USD, 334311 USD, 334129 USD, 326057 USD, 324807 USD, 324258 USD, 323416 USD, 320784 USD, 319011 USD, 317823 USD, 315151 USD, 315102 USD, 313322 USD, 309960 USD, 304465 USD, 299194 USD, 298566 USD, 297536 USD, 297222 USD, 293509 USD, 285811 USD, 281035 USD, 277635 USD, 277133 USD, 275110 USD, 273642 USD, 273123 USD, 263787 USD, 263774 USD, 260797 USD, 255387 USD, 255078 USD, 254542 USD, 250562 USD, 250005 USD, 247156 USD, 245589 USD, 244431 USD, 239607 USD, 231846 USD, 228360 USD, 227968 USD, 224280 USD, 223814 USD, 223490 USD, 220640 USD, 212190 USD, 211708 USD, 211437 USD, 204478 USD, 204319 USD, 204269 USD, 201059 USD, 200370 USD, 199998 USD, 196057 USD, 195968 USD, 195142 USD, 193347 USD, 193331 USD, 186295 USD, 185654 USD, 185605 USD, 185504 USD, 184735 USD, 184010 USD, 182404 USD, 180742 USD, 179821 USD, 178938 USD, 178683 USD, 177883 USD, 177008 USD, 176085 USD, 175570 USD, 173434 USD, 172725 USD, 171634 USD, 170133 USD, 168353 USD, 166749 USD, 165506 USD, 164644 USD, 163412 USD, 161236 USD, 160938 USD, 160645 USD, 159840 USD, 158067 USD, 156414 USD, 154113 USD, 151597 USD, 147501 USD, 144038 USD, 118999 USD, 103517 USD, 100018 USD, 97249 USD, 94775 USD, 92264 USD, 86123 USD, 84419 USD, 80552 USD, 56027 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([1210258 USD, 1148299 USD, 1085886 USD, 1066395 USD, 1040495 USD, 997464 USD, 939075 USD, 896242 USD, 889686 USD, 875872 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": "0.0111598373870213443199265766941",
"mir_filed": "18407061 USD",
"mix_bonds": "0.0348687008683384425957263911063",
"mix_other": "0.81968949345290957255672344783",
"mix_stock": "0.108894063363911012111892139305",
"mix_savings": "0.0161205056827571694532812545778",
"payout_rate": "0.0652155192085076546833767648998",
"stock_count": "164",
"excise_filed": "168769 USD",
"largest_stock": "1210258 USD",
"mir_difference": "-0.15 USD",
"mir_recomputed": "18407061.15 USD",
"payout_coverage": "1.31617314625382589492541509291",
"total_assets_fmv": "539525693 USD",
"excise_difference": "0.204 USD",
"excise_recomputed": "168768.796 USD",
"distributable_filed": "18241157 USD",
"stock_concentration": "0.0088484588086559289432950010918",
"top10_share_of_stock": "0.172757007544278498742450040761",
"net_investment_income": "12141640 USD",
"distributable_difference": "0 USD",
"distributable_recomputed": "18241157 USD",
"effective_stock_holdings": "113.014031214312550815469389195",
"net_noncharitable_assets": "368141223 USD",
"qualifying_distributions": "24008521 USD",
"undistributed_to_next_year": "0 USD",
"largest_stock_share_of_assets": "0.00224318881510616029179540852747",
"largest_stock_halved_share_of_assets": "0.00112159440755308014589770426373"
},
"version": 2,
"holdings": {
"tie": "exact",
"top": [
{
"fmv": "1210258",
"name": "BERKSHIRE HATHAWAY INC.",
"shareOfAssets": "0.00224318881510616029179540852747"
},
{
"fmv": "1148299",
"name": "TJX COS INC",
"shareOfAssets": "0.002128349057141195312824518257"
},
{
"fmv": "1085886",
"name": "JPMORGAN CHASE & CO",
"shareOfAssets": "0.00201266781932477866257983750924"
},
{
"fmv": "1066395",
"name": "MICROSOFT CORP",
"shareOfAssets": "0.00197654164358767618505241417669"
},
{
"fmv": "1040495",
"name": "APPLE INC",
"shareOfAssets": "0.00192853651549825264762692218997"
},
{
"fmv": "997464",
"name": "WALMART INC",
"shareOfAssets": "0.00184877942411539611330428336061"
},
{
"fmv": "939075",
"name": "APPLE INC",
"shareOfAssets": "0.00174055658921140573003258252615"
},
{
"fmv": "896242",
"name": "CAMECO CORP",
"shareOfAssets": "0.00166116648683865366908485672433"
},
{
"fmv": "889686",
"name": "DISNEY WALT CO DISNEY",
"shareOfAssets": "0.00164901507294852777289329203456"
},
{
"fmv": "875872",
"name": "MARRIOTT INTL INC",
"shareOfAssets": "0.00162341110231426921127183464829"
}
],
"count": 164,
"schedule": "Corporate stock (line 10b)"
},
"refusals": [],
"blankLines": [],
"kernelProof": "ceca0058a70015f02e84be46e2b6c6d6e1cba018e475aa4ddff001dd0f5d53ae",
"otherInvestments": [
{
"fmv": "75308465",
"name": "VANGUARD TOTAL STOCK MKT",
"shareOfAssets": "0.139582722337562522717523296893"
},
{
"fmv": "38595725",
"name": "VANGUARD U.S. GROWTH",
"shareOfAssets": "0.0715363985455276547877025756399"
},
{
"fmv": "36821057",
"name": "VANGUARD U.S. VALUE",
"shareOfAssets": "0.06824708716884035400330786471"
},
{
"fmv": "29967153",
"name": "VANGUARD TOTAL BOND MARK",
"shareOfAssets": "0.0555435142177742404567932226353"
},
{
"fmv": "18882785",
"name": "INVESCO S&P 500 EQUAL WEIGHT",
"shareOfAssets": "0.0349988614907353448318540040316"
}
]
}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.