Sealed proof · filed Form 990-PF
BURDEN FAMILY CHARITABLE TRUST MAIN
EIN 83-1715667, tax year January 1, 2025 to December 31, 2025. 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 BURDEN FAMILY CHARITABLE TRUST. 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, for the tax year ended 2025-12-31. The IRS received it on May 4, 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 distributions0.96×
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 rate4.7%
of net noncharitable-use assets; the legal test is the distributable amount, not this rate
Assets at fair market value$19.6M
end of the tax year, Part II
Largest listed stock3.7%
67066G104 NVIDIA CORP
If that stock halved−1.8%
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
BURDEN FAMILY CHARITABLE TRUST MAIN · Form 990-PF, year ended December 31, 2025checking
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/b900738e0fd1 — 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) | $908,390 | $908,389.9 | recomputes, within the form's whole-dollar rounding (difference $0.1) |
| Excise tax: 1.39% of net investment income (Part V line 1) | $12,131 | $12,131.4335 | recomputes, within the form's whole-dollar rounding (difference −$0.4335) |
| Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7) | $896,259 | $896,259 | recomputes exactly |
Where the assets sit, at fair market value
| Part II line | Fair market value | Share of assets |
|---|---|---|
| Savings and temporary cash investments (line 2) | $1.2M | 6.2% |
| Corporate stock (line 10b) | $9.5M | 48.4% |
| Corporate bonds (line 10c) | $3.4M | 17.4% |
| Other investments (line 13) | $5.5M | 27.9% |
The ten largest listed stocks, of 327 on the schedule
The schedule ties to Part II line 10b exactly. It behaves like 47.2 equal holdings; the ten largest are 38.1% of the listed stock.
| Stock, as listed | Fair market value | Share of assets |
|---|---|---|
| 67066G104 NVIDIA CORP | $719,890 | 3.7% |
| 594918104 MICROSOFT CORP | $654,338 | 3.3% |
| 037833100 APPLE INC | $550,788 | 2.8% |
| 023135106 AMAZON COM INC COM | $342,537 | 1.7% |
| 02079K107 ALPHABET INC CL C | $332,628 | 1.7% |
| 30303M102 META PLATFORMS INC | $275,918 | 1.4% |
| 11135F101 BROADCOM INC | $251,269 | 1.3% |
| 88160R101 TESLA INC | $173,142 | 0.9% |
| 02079K305 ALPHABET INC CL A | $162,760 | 0.8% |
| 532457108 ELI LILLY & CO COM | $145,082 | 0.7% |
Largest other investments (line 13), as listed
| 922908629 VANGUARD MIDCAP VIPE | $2.3M | 11.9% |
| 693390700 PIMCO TOTAL RET FD-I | $502,387 | 2.6% |
| 722005667 PIMCO COMMODITY REAL | $470,252 | 2.4% |
| 74256W568 PRINCIPAL REAL EST S | $388,710 | 2.0% |
| 922042858 VANGUARD FTSE EMERGI | $322,560 | 1.6% |
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 $908,390; recomputed $908,389.9; agrees within the form's whole-dollar rounding. |
| Excise tax | Part V line 1 against 1.39% of net investment income | agrees | Filed $12,131; recomputed $12,131.43; 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 $896,259; recomputed $896,259; agrees to the dollar. |
| Payout coverage | Part XI total against Part X line 7 | reported | Qualifying distributions $862,822 against a distributable amount of $896,259 (0.96×). |
| 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 2025: nothing carried into the next year, so nothing from this year falls due by 31 December 2026. |
| Holdings tie-out | The corporate-stock schedule against Part II line 10b | agrees | 327 listed holdings sum to Part II line 10b exactly; the largest is 3.7% of total assets. |
| The foundation's own answers | Part VI-B 2a, 3a, 3b, 4a and 4b, each answered | reported | All 4 answered No (3b not asked: 3a is No). |
| Filing timeliness | The e-file timestamp beside the original due date and the extension window, each with its IRC §7503 roll to the next business day | reported | Return timestamped 4 May 2026; the original due date was 15 May 2026; the six-month extension window ended 15 November 2026 (a Sunday, so 16 November 2026 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 17, 2027 | Excise tax on the year ending 31 December 2026, due with that return by 15 May 2027 (a Saturday, so 17 May 2027 under IRC §7503) | $12,131 | Projected under the assumptions below |
| December 31, 2027 | Distributable amount for the year ending 31 December 2026, to be paid out | $896,258 | Projected under the assumptions below |
If net noncharitable-use assets fell 20% over the coming year: what is owed now, nothing from Part XII, is unchanged; the following year’s minimum investment return would be $726,711, $181,677 less than the projection.
The assumptions, the forward kernel proof, and what was refused
- Net noncharitable-use assets for the year ending 31 December 2026 equal this return's Part IX line 5, $18167798; the thirteen-month average is not observable from a filing.
- Net investment income for that year equals this return's, $872765.
- 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)
82a6e00bda37c8a6…· 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
b900738e0fd1308a8bcf3c5aed57ff3870d3565cd8ce76667d470977f10a411f · recomputed now, matchesreturn Form 990-PF, IRS object
202611249349104451, schema 2025v4.0 — the file as the IRS published it hashes to 2c22e8f3e652da56…source file
202611249349104451_public.xml inside 2026_TEOS_XML_05A.zip at irs.gov — not part of the seal; fetch it yourself with verify_proof.py b900738e0fd1 --fetcharithmetic
kernel@2026-09-15.1 · kernel proof e3e3b5570dbf7dd5…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 = 19577447 USD let mix_savings = share(1218220 USD, total_assets_fmv) let mix_stock = share(9473717 USD, total_assets_fmv) let mix_bonds = share(3413845 USD, total_assets_fmv) let mix_other = share(5471665 USD, total_assets_fmv) let net_noncharitable_assets = 18167798 USD let mir_filed = 908390 USD let mir_recomputed = net_noncharitable_assets * 5% let mir_difference = mir_filed - mir_recomputed let net_investment_income = 872765 USD let excise_filed = 12131 USD let excise_recomputed = net_investment_income * 1.39% let excise_difference = excise_filed - excise_recomputed let distributable_filed = 896259 USD let distributable_recomputed = 908390 USD - 12131 USD + 0 USD - 0 USD let distributable_difference = distributable_filed - distributable_recomputed let qualifying_distributions = 862822 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 = [719890 USD, 654338 USD, 550788 USD, 342537 USD, 332628 USD, 275918 USD, 251269 USD, 173142 USD, 162760 USD, 145082 USD, 122749 USD, 109038 USD, 105083 USD, 89166 USD, 81932 USD, 78848 USD, 78299 USD, 74716 USD, 73766 USD, 69615 USD, 64167 USD, 59567 USD, 59354 USD, 56320 USD, 52105 USD, 51803 USD, 51319 USD, 50077 USD, 49755 USD, 46973 USD, 46094 USD, 45970 USD, 44856 USD, 44489 USD, 43200 USD, 42584 USD, 42300 USD, 42288 USD, 42214 USD, 41392 USD, 41085 USD, 41051 USD, 40954 USD, 40541 USD, 40521 USD, 38703 USD, 38436 USD, 36866 USD, 36367 USD, 34605 USD, 34171 USD, 33021 USD, 31450 USD, 31439 USD, 31362 USD, 30828 USD, 30636 USD, 30580 USD, 30568 USD, 30423 USD, 30273 USD, 29937 USD, 29895 USD, 28514 USD, 27911 USD, 27710 USD, 27623 USD, 27453 USD, 27289 USD, 27198 USD, 26234 USD, 26075 USD, 25571 USD, 25517 USD, 25380 USD, 25321 USD, 25321 USD, 25063 USD, 25045 USD, 24895 USD, 24251 USD, 24109 USD, 24057 USD, 23788 USD, 23785 USD, 23689 USD, 23478 USD, 23439 USD, 22872 USD, 22586 USD, 21918 USD, 21811 USD, 21671 USD, 21623 USD, 21048 USD, 20974 USD, 20904 USD, 20834 USD, 20717 USD, 20683 USD, 20490 USD, 20376 USD, 20004 USD, 19903 USD, 19813 USD, 19796 USD, 19733 USD, 19588 USD, 19459 USD, 19442 USD, 19034 USD, 18981 USD, 18841 USD, 18823 USD, 18735 USD, 18425 USD, 18403 USD, 18387 USD, 18330 USD, 18316 USD, 18291 USD, 18199 USD, 18183 USD, 17963 USD, 17960 USD, 17839 USD, 17820 USD, 17759 USD, 17675 USD, 17610 USD, 17579 USD, 17434 USD, 17358 USD, 17212 USD, 17197 USD, 17170 USD, 17066 USD, 16958 USD, 16774 USD, 16635 USD, 16619 USD, 16468 USD, 16397 USD, 16373 USD, 16242 USD, 15767 USD, 15704 USD, 15643 USD, 15641 USD, 15564 USD, 15236 USD, 15160 USD, 14840 USD, 14734 USD, 14559 USD, 14542 USD, 14517 USD, 14393 USD, 14332 USD, 14205 USD, 14164 USD, 14053 USD, 13967 USD, 13947 USD, 13539 USD, 13428 USD, 13205 USD, 13140 USD, 13133 USD, 12909 USD, 12789 USD, 12600 USD, 12595 USD, 12492 USD, 12127 USD, 12096 USD, 12057 USD, 12019 USD, 11973 USD, 11969 USD, 11961 USD, 11828 USD, 11750 USD, 11736 USD, 11614 USD, 11537 USD, 11530 USD, 11479 USD, 11477 USD, 11210 USD, 11100 USD, 11007 USD, 10950 USD, 10901 USD, 10869 USD, 10840 USD, 10711 USD, 10502 USD, 10349 USD, 10297 USD, 10205 USD, 10144 USD, 10136 USD, 10107 USD, 10034 USD, 9918 USD, 9890 USD, 9775 USD, 9718 USD, 9660 USD, 9654 USD, 9650 USD, 9633 USD, 9504 USD, 9504 USD, 9358 USD, 9338 USD, 9200 USD, 9127 USD, 9077 USD, 9070 USD, 9039 USD, 8989 USD, 8895 USD, 8892 USD, 8807 USD, 8786 USD, 8758 USD, 8742 USD, 8553 USD, 8498 USD, 8289 USD, 8209 USD, 8204 USD, 8173 USD, 8171 USD, 8167 USD, 8139 USD, 8138 USD, 8131 USD, 8118 USD, 7934 USD, 7801 USD, 7799 USD, 7402 USD, 7365 USD, 7315 USD, 6960 USD, 6901 USD, 6840 USD, 6564 USD, 6531 USD, 6520 USD, 6501 USD, 6429 USD, 6393 USD, 6358 USD, 6253 USD, 6099 USD, 6077 USD, 6005 USD, 5932 USD, 5911 USD, 5816 USD, 5811 USD, 5720 USD, 5695 USD, 5674 USD, 5636 USD, 5625 USD, 5613 USD, 5561 USD, 5541 USD, 5530 USD, 5486 USD, 5447 USD, 5438 USD, 5393 USD, 5293 USD, 5258 USD, 5201 USD, 5187 USD, 5184 USD, 5108 USD, 5106 USD, 5095 USD, 5072 USD, 4977 USD, 4922 USD, 4910 USD, 4773 USD, 4736 USD, 4705 USD, 4693 USD, 4590 USD, 4429 USD, 4411 USD, 4393 USD, 4286 USD, 4206 USD, 4195 USD, 4183 USD, 4077 USD, 3926 USD, 3838 USD, 3779 USD, 3741 USD, 3613 USD, 3528 USD, 3390 USD, 3222 USD, 3125 USD, 3102 USD, 3102 USD, 3059 USD, 3030 USD, 2973 USD, 2920 USD, 2902 USD, 2899 USD, 2705 USD, 2252 USD, 2215 USD, 1796 USD, 1795 USD, 729 USD, 3 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([719890 USD, 654338 USD, 550788 USD, 342537 USD, 332628 USD, 275918 USD, 251269 USD, 173142 USD, 162760 USD, 145082 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": "1218220",
"line": "savings",
"label": "Savings and temporary cash investments (line 2)",
"share": "0.0622256824395949073441496227777"
},
{
"fmv": "9473717",
"line": "stock",
"label": "Corporate stock (line 10b)",
"share": "0.483909725307901484805449862794"
},
{
"fmv": "3413845",
"line": "bonds",
"label": "Corporate bonds (line 10c)",
"share": "0.174376413839863798379839822833"
},
{
"fmv": "5471665",
"line": "other",
"label": "Other investments (line 13)",
"share": "0.279488178412639809470560691596"
}
],
"kind": "public-filing-990pf",
"lens": "AXIOM",
"build": {
"commit": "7dd856f88a5ecf553ea48f52397c50a503af0e0d",
"digest": "b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b"
},
"filer": {
"ein": "831715667",
"name": "BURDEN FAMILY CHARITABLE TRUST MAIN"
},
"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": "908390",
"label": "Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)",
"verdict": "rounding",
"difference": "0.1",
"recomputed": "908389.9"
},
{
"id": "excise_tax",
"note": null,
"filed": "12131",
"label": "Excise tax: 1.39% of net investment income (Part V line 1)",
"verdict": "rounding",
"difference": "-0.4335",
"recomputed": "12131.4335"
},
{
"id": "distributable_amount",
"note": null,
"filed": "896259",
"label": "Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)",
"verdict": "exact",
"difference": "0",
"recomputed": "896259"
}
],
"engine": "kernel@2026-09-15.1",
"source": {
"form": "990-PF",
"lines": {
"netInvestmentIncome": "872765",
"grossInvestmentIncome": "1007856",
"netNoncharitableAssets": "18167798",
"undistributedCurrentYear": "0"
},
"period": {
"end": "2025-12-31",
"days": 365,
"begin": "2025-01-01"
},
"amended": false,
"foreign": {
"organization": false,
"meets85PctTest": false
},
"objectId": "202611249349104451",
"returnTs": "2026-05-04T17:01:39-05:00",
"operating": false,
"sourceSha256": "2c22e8f3e652da564ec5383ca5054868df1b990eeca7dad3a19ce1ce45578a73",
"returnVersion": "2025v4.0",
"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 = 19577447 USD\nlet mix_savings = share(1218220 USD, total_assets_fmv)\nlet mix_stock = share(9473717 USD, total_assets_fmv)\nlet mix_bonds = share(3413845 USD, total_assets_fmv)\nlet mix_other = share(5471665 USD, total_assets_fmv)\nlet net_noncharitable_assets = 18167798 USD\nlet mir_filed = 908390 USD\nlet mir_recomputed = net_noncharitable_assets * 5%\nlet mir_difference = mir_filed - mir_recomputed\nlet net_investment_income = 872765 USD\nlet excise_filed = 12131 USD\nlet excise_recomputed = net_investment_income * 1.39%\nlet excise_difference = excise_filed - excise_recomputed\nlet distributable_filed = 896259 USD\nlet distributable_recomputed = 908390 USD - 12131 USD + 0 USD - 0 USD\nlet distributable_difference = distributable_filed - distributable_recomputed\nlet qualifying_distributions = 862822 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 = [719890 USD, 654338 USD, 550788 USD, 342537 USD, 332628 USD, 275918 USD, 251269 USD, 173142 USD, 162760 USD, 145082 USD, 122749 USD, 109038 USD, 105083 USD, 89166 USD, 81932 USD, 78848 USD, 78299 USD, 74716 USD, 73766 USD, 69615 USD, 64167 USD, 59567 USD, 59354 USD, 56320 USD, 52105 USD, 51803 USD, 51319 USD, 50077 USD, 49755 USD, 46973 USD, 46094 USD, 45970 USD, 44856 USD, 44489 USD, 43200 USD, 42584 USD, 42300 USD, 42288 USD, 42214 USD, 41392 USD, 41085 USD, 41051 USD, 40954 USD, 40541 USD, 40521 USD, 38703 USD, 38436 USD, 36866 USD, 36367 USD, 34605 USD, 34171 USD, 33021 USD, 31450 USD, 31439 USD, 31362 USD, 30828 USD, 30636 USD, 30580 USD, 30568 USD, 30423 USD, 30273 USD, 29937 USD, 29895 USD, 28514 USD, 27911 USD, 27710 USD, 27623 USD, 27453 USD, 27289 USD, 27198 USD, 26234 USD, 26075 USD, 25571 USD, 25517 USD, 25380 USD, 25321 USD, 25321 USD, 25063 USD, 25045 USD, 24895 USD, 24251 USD, 24109 USD, 24057 USD, 23788 USD, 23785 USD, 23689 USD, 23478 USD, 23439 USD, 22872 USD, 22586 USD, 21918 USD, 21811 USD, 21671 USD, 21623 USD, 21048 USD, 20974 USD, 20904 USD, 20834 USD, 20717 USD, 20683 USD, 20490 USD, 20376 USD, 20004 USD, 19903 USD, 19813 USD, 19796 USD, 19733 USD, 19588 USD, 19459 USD, 19442 USD, 19034 USD, 18981 USD, 18841 USD, 18823 USD, 18735 USD, 18425 USD, 18403 USD, 18387 USD, 18330 USD, 18316 USD, 18291 USD, 18199 USD, 18183 USD, 17963 USD, 17960 USD, 17839 USD, 17820 USD, 17759 USD, 17675 USD, 17610 USD, 17579 USD, 17434 USD, 17358 USD, 17212 USD, 17197 USD, 17170 USD, 17066 USD, 16958 USD, 16774 USD, 16635 USD, 16619 USD, 16468 USD, 16397 USD, 16373 USD, 16242 USD, 15767 USD, 15704 USD, 15643 USD, 15641 USD, 15564 USD, 15236 USD, 15160 USD, 14840 USD, 14734 USD, 14559 USD, 14542 USD, 14517 USD, 14393 USD, 14332 USD, 14205 USD, 14164 USD, 14053 USD, 13967 USD, 13947 USD, 13539 USD, 13428 USD, 13205 USD, 13140 USD, 13133 USD, 12909 USD, 12789 USD, 12600 USD, 12595 USD, 12492 USD, 12127 USD, 12096 USD, 12057 USD, 12019 USD, 11973 USD, 11969 USD, 11961 USD, 11828 USD, 11750 USD, 11736 USD, 11614 USD, 11537 USD, 11530 USD, 11479 USD, 11477 USD, 11210 USD, 11100 USD, 11007 USD, 10950 USD, 10901 USD, 10869 USD, 10840 USD, 10711 USD, 10502 USD, 10349 USD, 10297 USD, 10205 USD, 10144 USD, 10136 USD, 10107 USD, 10034 USD, 9918 USD, 9890 USD, 9775 USD, 9718 USD, 9660 USD, 9654 USD, 9650 USD, 9633 USD, 9504 USD, 9504 USD, 9358 USD, 9338 USD, 9200 USD, 9127 USD, 9077 USD, 9070 USD, 9039 USD, 8989 USD, 8895 USD, 8892 USD, 8807 USD, 8786 USD, 8758 USD, 8742 USD, 8553 USD, 8498 USD, 8289 USD, 8209 USD, 8204 USD, 8173 USD, 8171 USD, 8167 USD, 8139 USD, 8138 USD, 8131 USD, 8118 USD, 7934 USD, 7801 USD, 7799 USD, 7402 USD, 7365 USD, 7315 USD, 6960 USD, 6901 USD, 6840 USD, 6564 USD, 6531 USD, 6520 USD, 6501 USD, 6429 USD, 6393 USD, 6358 USD, 6253 USD, 6099 USD, 6077 USD, 6005 USD, 5932 USD, 5911 USD, 5816 USD, 5811 USD, 5720 USD, 5695 USD, 5674 USD, 5636 USD, 5625 USD, 5613 USD, 5561 USD, 5541 USD, 5530 USD, 5486 USD, 5447 USD, 5438 USD, 5393 USD, 5293 USD, 5258 USD, 5201 USD, 5187 USD, 5184 USD, 5108 USD, 5106 USD, 5095 USD, 5072 USD, 4977 USD, 4922 USD, 4910 USD, 4773 USD, 4736 USD, 4705 USD, 4693 USD, 4590 USD, 4429 USD, 4411 USD, 4393 USD, 4286 USD, 4206 USD, 4195 USD, 4183 USD, 4077 USD, 3926 USD, 3838 USD, 3779 USD, 3741 USD, 3613 USD, 3528 USD, 3390 USD, 3222 USD, 3125 USD, 3102 USD, 3102 USD, 3059 USD, 3030 USD, 2973 USD, 2920 USD, 2902 USD, 2899 USD, 2705 USD, 2252 USD, 2215 USD, 1796 USD, 1795 USD, 729 USD, 3 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([719890 USD, 654338 USD, 550788 USD, 342537 USD, 332628 USD, 275918 USD, 251269 USD, 173142 USD, 162760 USD, 145082 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": {
"mir_filed": "908390 USD",
"mix_bonds": "0.174376413839863798379839822833",
"mix_other": "0.279488178412639809470560691596",
"mix_stock": "0.483909725307901484805449862794",
"mix_savings": "0.0622256824395949073441496227777",
"payout_rate": "0.0474918314261310038784006735434",
"stock_count": "327",
"excise_filed": "12131 USD",
"largest_stock": "719890 USD",
"mir_difference": "0.1 USD",
"mir_recomputed": "908389.9 USD",
"payout_coverage": "0.962692703783169820330953440914",
"total_assets_fmv": "19577447 USD",
"excise_difference": "-0.4335 USD",
"excise_recomputed": "12131.4335 USD",
"distributable_filed": "896259 USD",
"stock_concentration": "0.0212084045123353511293975460253",
"top10_share_of_stock": "0.380880281731024897619382128472",
"net_investment_income": "872765 USD",
"distributable_difference": "0 USD",
"distributable_recomputed": "896259 USD",
"effective_stock_holdings": "47.1511187660709882196271958467",
"net_noncharitable_assets": "18167798 USD",
"qualifying_distributions": "862822 USD",
"undistributed_to_next_year": "0 USD",
"largest_stock_share_of_assets": "0.036771393123934903258836558209",
"largest_stock_halved_share_of_assets": "0.0183856965619674516294182791045"
},
"version": 2,
"holdings": {
"tie": "exact",
"top": [
{
"fmv": "719890",
"name": "67066G104 NVIDIA CORP",
"shareOfAssets": "0.036771393123934903258836558209"
},
{
"fmv": "654338",
"name": "594918104 MICROSOFT CORP",
"shareOfAssets": "0.0334230505131746749205859170504"
},
{
"fmv": "550788",
"name": "037833100 APPLE INC",
"shareOfAssets": "0.0281338011028710740476018144756"
},
{
"fmv": "342537",
"name": "023135106 AMAZON COM INC COM",
"shareOfAssets": "0.0174965101425124532325384407885"
},
{
"fmv": "332628",
"name": "02079K107 ALPHABET INC CL C",
"shareOfAssets": "0.0169903665171459792484689142563"
},
{
"fmv": "275918",
"name": "30303M102 META PLATFORMS INC",
"shareOfAssets": "0.0140936660433814480509128692827"
},
{
"fmv": "251269",
"name": "11135F101 BROADCOM INC",
"shareOfAssets": "0.0128346152590784692202205936249"
},
{
"fmv": "173142",
"name": "88160R101 TESLA INC",
"shareOfAssets": "0.0088439519207994791149223900338"
},
{
"fmv": "162760",
"name": "02079K305 ALPHABET INC CL A",
"shareOfAssets": "0.00831364784182534116935676035798"
},
{
"fmv": "145082",
"name": "532457108 ELI LILLY & CO COM",
"shareOfAssets": "0.00741067004293256418980472785854"
}
],
"count": 327,
"schedule": "Corporate stock (line 10b)"
},
"refusals": [],
"blankLines": [],
"kernelProof": "e3e3b5570dbf7dd56b1cd7e66b1dcad9bffec11941ce73a1336e8ee330599019",
"otherInvestments": [
{
"fmv": "2321760",
"name": "922908629 VANGUARD MIDCAP VIPE",
"shareOfAssets": "0.118593604160951118907383582752"
},
{
"fmv": "502387",
"name": "693390700 PIMCO TOTAL RET FD-I",
"shareOfAssets": "0.0256615175615084030108726638361"
},
{
"fmv": "470252",
"name": "722005667 PIMCO COMMODITY REAL",
"shareOfAssets": "0.0240200880124972372546839227811"
},
{
"fmv": "388710",
"name": "74256W568 PRINCIPAL REAL EST S",
"shareOfAssets": "0.0198549892639218995204022260921"
},
{
"fmv": "322560",
"name": "922042858 VANGUARD FTSE EMERGI",
"shareOfAssets": "0.0164761013016661467657146511494"
}
]
}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.