Sealed proof · filed Form 990-PF
THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION
EIN 61-6433804, 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 ROBERT & ESTHER BLACK FAMILY FDN. 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 8, 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 distributions1.24×
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 rate6.2%
of net noncharitable-use assets; the legal test is the distributable amount, not this rate
Assets at fair market value$22.8M
end of the tax year, Part II
Largest listed stock0.2%
701094104 PARKER HANNIFIN CORP
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 ROBERT AND ESTHER BLACK FAMILY FOUNDATION · 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/b94ff2a93fc4 — it fits on a printed page, and whoever opens it can run the same check.
The return’s own arithmetic, re-done
| Line | As filed | Recomputed | Result |
|---|---|---|---|
| Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6) | $1,089,872 | $1,089,871.5 | recomputes, within the form's whole-dollar rounding (difference $0.5) |
| Excise tax: 1.39% of net investment income (Part V line 1) | $10,173 | $10,173.2988 | recomputes, within the form's whole-dollar rounding (difference −$0.2988) |
| Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7) | $1,081,821 | $1,081,821 | 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) | $383,846 | 1.7% |
| Corporate stock (line 10b) | $2.2M | 9.6% |
| Other investments (line 13) | $20.2M | 88.7% |
The ten largest listed stocks, of 139 on the schedule
The schedule ties to Part II line 10b exactly. It behaves like 113.1 equal holdings; the ten largest are 16.0% of the listed stock.
| Stock, as listed | Fair market value | Share of assets |
|---|---|---|
| 701094104 PARKER HANNIFIN CORP | $56,253 | 0.2% |
| 02079K107 ALPHABET INC/CA-CL C | $42,677 | 0.2% |
| 14040H105 CAPITAL ONE FINANCIA | $41,201 | 0.2% |
| 594918104 MICROSOFT CORP | $39,657 | 0.2% |
| 22052L104 CORTEVA INC-W/I | $32,577 | 0.1% |
| 835699307 SONY GROUP CORPORATI | $29,184 | 0.1% |
| 55405Y100 MACOM TECHNOLOGY SOL | $29,118 | 0.1% |
| 573284106 MARTIN MARIETTA MATL | $28,020 | 0.1% |
| 049560105 ATMOS ENERGY CORP | $26,150 | 0.1% |
| 03076C106 AMERIPRISE FINANCIAL | $25,988 | 0.1% |
Largest other investments (line 13), as listed
| 464287200 ISHARES CORE S&P 500 | $6.9M | 30.4% |
| 256210105 DODGE & COX INCOME F | $2.3M | 10.2% |
| 922908629 VANGUARD MID CAP | $2M | 8.8% |
| 464287226 ISHARES CORE US AGGR | $1.7M | 7.7% |
| 38147X325 GLDMN SCHS ABS RTRN | $1.6M | 7.0% |
What the foundation answered on the form
- Part VI-B 4a: did the foundation invest during the year in a manner that would jeopardize its charitable purposes? No
- Part VI-B 4b: did it make any investment in a prior year that could jeopardize its charitable purpose and that had not been removed from jeopardy? No
- Part VI-B 3a: did it hold more than a 2% direct or indirect interest in any business enterprise? No
- Part VI-B 3b: did it have excess business holdings? Not answered (3a is “No”, so the form does not ask 3b. Our note; not part of the seal.)
- Part VI-B 2a: did it have undistributed income for prior years? No
Quoted as filed. These are the foundation’s own answers; this page does not test them.
Control statement · nine controls
Nine controls, read from the return.
Each control reads one part of the filed return and states a fact in a fixed vocabulary: agrees, differs, reported, not reported, not applicable, not checked. Whether any of it met a requirement is counsel’s question, not this page’s.
Recomputed each time the page is read; not part of the seal. The seal covers the body above (controls v2, kernel@2026-09-15.1).
This return: 4 agree, 4 reported, 1 not checked.
| Control | Reads | Result | Detail |
|---|---|---|---|
| Minimum investment return | Part IX line 6 against 5% of line 5, prorated for a short year | agrees | Filed $1,089,872; recomputed $1,089,871.5; agrees within the form's whole-dollar rounding. |
| Excise tax | Part V line 1 against 1.39% of net investment income | agrees | Filed $10,173; recomputed $10,173.29; 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 $1,081,821; recomputed $1,081,821; agrees to the dollar. |
| Payout coverage | Part XI total against Part X line 7 | reported | Qualifying distributions $1,341,901 against a distributable amount of $1,081,821 (1.24×). |
| 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 | 139 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 8 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) | $10,173 | Projected under the assumptions below |
| December 31, 2027 | Distributable amount for the year ending 31 December 2026, to be paid out | $1,079,698 | 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 $871,897, $217,974 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, $21797430; the thirteen-month average is not observable from a filing.
- Net investment income for that year equals this return's, $731892.
- 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)
eb112e9522ccc728…· 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
b94ff2a93fc4c4a1ca3c34572fa15cbfef6f2162ed7398bc9a8775a8d14676fc · recomputed now, matchesreturn Form 990-PF, IRS object
202611289349103766, schema 2025v4.0 — the file as the IRS published it hashes to b34e114a2c9fa7db…source file
202611289349103766_public.xml inside 2026_TEOS_XML_05A.zip at irs.gov — not part of the seal; fetch it yourself with verify_proof.py b94ff2a93fc4 --fetcharithmetic
kernel@2026-09-15.1 · kernel proof fe15997d6f35088f…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 = 22826236 USD let mix_savings = share(383846 USD, total_assets_fmv) let mix_stock = share(2192943 USD, total_assets_fmv) let mix_other = share(20249447 USD, total_assets_fmv) let net_noncharitable_assets = 21797430 USD let mir_filed = 1089872 USD let mir_recomputed = net_noncharitable_assets * 5% let mir_difference = mir_filed - mir_recomputed let net_investment_income = 731892 USD let excise_filed = 10173 USD let excise_recomputed = net_investment_income * 1.39% let excise_difference = excise_filed - excise_recomputed let distributable_filed = 1081821 USD let distributable_recomputed = 1089872 USD - 10173 USD + 2122 USD - 0 USD let distributable_difference = distributable_filed - distributable_recomputed let qualifying_distributions = 1341901 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 = [56253 USD, 42677 USD, 41201 USD, 39657 USD, 32577 USD, 29184 USD, 29118 USD, 28020 USD, 26150 USD, 25988 USD, 25486 USD, 25203 USD, 24407 USD, 24386 USD, 23364 USD, 22934 USD, 22556 USD, 22500 USD, 22422 USD, 22368 USD, 21183 USD, 20867 USD, 20728 USD, 20668 USD, 20576 USD, 20573 USD, 20196 USD, 20148 USD, 19954 USD, 19905 USD, 19408 USD, 19277 USD, 19033 USD, 19000 USD, 18740 USD, 18638 USD, 18504 USD, 18415 USD, 18343 USD, 17902 USD, 17894 USD, 17794 USD, 17595 USD, 17500 USD, 17472 USD, 17361 USD, 17122 USD, 17089 USD, 17066 USD, 17023 USD, 17016 USD, 16965 USD, 16914 USD, 16807 USD, 16653 USD, 16625 USD, 16583 USD, 16194 USD, 15914 USD, 15770 USD, 15570 USD, 15300 USD, 15264 USD, 15068 USD, 14954 USD, 14890 USD, 14802 USD, 14697 USD, 14652 USD, 14597 USD, 14245 USD, 14171 USD, 14056 USD, 14028 USD, 13998 USD, 13995 USD, 13957 USD, 13929 USD, 13649 USD, 13524 USD, 13375 USD, 13223 USD, 12920 USD, 12909 USD, 12854 USD, 12546 USD, 12520 USD, 12461 USD, 12176 USD, 12129 USD, 12023 USD, 12007 USD, 11957 USD, 11948 USD, 11922 USD, 11864 USD, 11767 USD, 11720 USD, 11638 USD, 11439 USD, 11408 USD, 11394 USD, 11273 USD, 10986 USD, 10889 USD, 10861 USD, 10816 USD, 10506 USD, 10310 USD, 10160 USD, 10072 USD, 9869 USD, 9813 USD, 9773 USD, 9772 USD, 9631 USD, 9361 USD, 9196 USD, 9085 USD, 9075 USD, 8866 USD, 8651 USD, 8479 USD, 8425 USD, 8416 USD, 8197 USD, 7982 USD, 7941 USD, 7775 USD, 7617 USD, 6820 USD, 6785 USD, 6730 USD, 6696 USD, 6022 USD, 5827 USD, 5756 USD, 4789 USD, 4309 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([56253 USD, 42677 USD, 41201 USD, 39657 USD, 32577 USD, 29184 USD, 29118 USD, 28020 USD, 26150 USD, 25988 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": "383846",
"line": "savings",
"label": "Savings and temporary cash investments (line 2)",
"share": "0.0168160006757136831495126923247"
},
{
"fmv": "2192943",
"line": "stock",
"label": "Corporate stock (line 10b)",
"share": "0.0960711612724936340796616665139"
},
{
"fmv": "20249447",
"line": "other",
"label": "Other investments (line 13)",
"share": "0.887112838051792682770825641161"
}
],
"kind": "public-filing-990pf",
"lens": "AXIOM",
"build": {
"commit": "7dd856f88a5ecf553ea48f52397c50a503af0e0d",
"digest": "b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b"
},
"filer": {
"ein": "616433804",
"name": "THE ROBERT AND ESTHER BLACK FAMILY FOUNDATION"
},
"scope": [
"Every figure here is the foundation's own filed return or exact arithmetic on it; nothing is estimated.",
"A 990-PF is a year-end snapshot. Prudence is judged at the time of each decision, which a filing cannot show.",
"This page neither establishes nor rules out any tax consequence, and no return is prepared or amended here.",
"A line that differs is the return's figure beside the recomputed one, as filed and as recomputed. The return may carry a reason this page cannot read: a schedule filed on paper, an election, a later amendment. It is not a finding."
],
"checks": [
{
"id": "minimum_investment_return",
"note": null,
"filed": "1089872",
"label": "Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)",
"verdict": "rounding",
"difference": "0.5",
"recomputed": "1089871.5"
},
{
"id": "excise_tax",
"note": null,
"filed": "10173",
"label": "Excise tax: 1.39% of net investment income (Part V line 1)",
"verdict": "rounding",
"difference": "-0.2988",
"recomputed": "10173.2988"
},
{
"id": "distributable_amount",
"note": null,
"filed": "1081821",
"label": "Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)",
"verdict": "exact",
"difference": "0",
"recomputed": "1081821"
}
],
"engine": "kernel@2026-09-15.1",
"source": {
"form": "990-PF",
"lines": {
"netInvestmentIncome": "731892",
"grossInvestmentIncome": "804289",
"netNoncharitableAssets": "21797430",
"undistributedCurrentYear": "0"
},
"period": {
"end": "2025-12-31",
"days": 365,
"begin": "2025-01-01"
},
"amended": false,
"foreign": {
"organization": false,
"meets85PctTest": false
},
"objectId": "202611289349103766",
"returnTs": "2026-05-08T17:01:38-05:00",
"operating": false,
"sourceSha256": "b34e114a2c9fa7db1a85e00724190d3cb5b2db17e16ade9833189023eb488523",
"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 = 22826236 USD\nlet mix_savings = share(383846 USD, total_assets_fmv)\nlet mix_stock = share(2192943 USD, total_assets_fmv)\nlet mix_other = share(20249447 USD, total_assets_fmv)\nlet net_noncharitable_assets = 21797430 USD\nlet mir_filed = 1089872 USD\nlet mir_recomputed = net_noncharitable_assets * 5%\nlet mir_difference = mir_filed - mir_recomputed\nlet net_investment_income = 731892 USD\nlet excise_filed = 10173 USD\nlet excise_recomputed = net_investment_income * 1.39%\nlet excise_difference = excise_filed - excise_recomputed\nlet distributable_filed = 1081821 USD\nlet distributable_recomputed = 1089872 USD - 10173 USD + 2122 USD - 0 USD\nlet distributable_difference = distributable_filed - distributable_recomputed\nlet qualifying_distributions = 1341901 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 = [56253 USD, 42677 USD, 41201 USD, 39657 USD, 32577 USD, 29184 USD, 29118 USD, 28020 USD, 26150 USD, 25988 USD, 25486 USD, 25203 USD, 24407 USD, 24386 USD, 23364 USD, 22934 USD, 22556 USD, 22500 USD, 22422 USD, 22368 USD, 21183 USD, 20867 USD, 20728 USD, 20668 USD, 20576 USD, 20573 USD, 20196 USD, 20148 USD, 19954 USD, 19905 USD, 19408 USD, 19277 USD, 19033 USD, 19000 USD, 18740 USD, 18638 USD, 18504 USD, 18415 USD, 18343 USD, 17902 USD, 17894 USD, 17794 USD, 17595 USD, 17500 USD, 17472 USD, 17361 USD, 17122 USD, 17089 USD, 17066 USD, 17023 USD, 17016 USD, 16965 USD, 16914 USD, 16807 USD, 16653 USD, 16625 USD, 16583 USD, 16194 USD, 15914 USD, 15770 USD, 15570 USD, 15300 USD, 15264 USD, 15068 USD, 14954 USD, 14890 USD, 14802 USD, 14697 USD, 14652 USD, 14597 USD, 14245 USD, 14171 USD, 14056 USD, 14028 USD, 13998 USD, 13995 USD, 13957 USD, 13929 USD, 13649 USD, 13524 USD, 13375 USD, 13223 USD, 12920 USD, 12909 USD, 12854 USD, 12546 USD, 12520 USD, 12461 USD, 12176 USD, 12129 USD, 12023 USD, 12007 USD, 11957 USD, 11948 USD, 11922 USD, 11864 USD, 11767 USD, 11720 USD, 11638 USD, 11439 USD, 11408 USD, 11394 USD, 11273 USD, 10986 USD, 10889 USD, 10861 USD, 10816 USD, 10506 USD, 10310 USD, 10160 USD, 10072 USD, 9869 USD, 9813 USD, 9773 USD, 9772 USD, 9631 USD, 9361 USD, 9196 USD, 9085 USD, 9075 USD, 8866 USD, 8651 USD, 8479 USD, 8425 USD, 8416 USD, 8197 USD, 7982 USD, 7941 USD, 7775 USD, 7617 USD, 6820 USD, 6785 USD, 6730 USD, 6696 USD, 6022 USD, 5827 USD, 5756 USD, 4789 USD, 4309 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([56253 USD, 42677 USD, 41201 USD, 39657 USD, 32577 USD, 29184 USD, 29118 USD, 28020 USD, 26150 USD, 25988 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": "1089872 USD",
"mix_other": "0.887112838051792682770825641161",
"mix_stock": "0.0960711612724936340796616665139",
"mix_savings": "0.0168160006757136831495126923247",
"payout_rate": "0.0615623493228330128827114022158",
"stock_count": "139",
"excise_filed": "10173 USD",
"largest_stock": "56253 USD",
"mir_difference": "0.5 USD",
"mir_recomputed": "1089871.5 USD",
"payout_coverage": "1.24040945775687475099854781891",
"total_assets_fmv": "22826236 USD",
"excise_difference": "-0.2988 USD",
"excise_recomputed": "10173.2988 USD",
"distributable_filed": "1081821 USD",
"stock_concentration": "0.00883936354903788396031100920037",
"top10_share_of_stock": "0.15997907834357755764741719233",
"net_investment_income": "731892 USD",
"distributable_difference": "0 USD",
"distributable_recomputed": "1081821 USD",
"effective_stock_holdings": "113.13031695690856526874507272",
"net_noncharitable_assets": "21797430 USD",
"qualifying_distributions": "1341901 USD",
"undistributed_to_next_year": "0 USD",
"largest_stock_share_of_assets": "0.00246440105149180092591700182194",
"largest_stock_halved_share_of_assets": "0.00123220052574590046295850091097"
},
"version": 2,
"holdings": {
"tie": "exact",
"top": [
{
"fmv": "56253",
"name": "701094104 PARKER HANNIFIN CORP",
"shareOfAssets": "0.00246440105149180092591700182194"
},
{
"fmv": "42677",
"name": "02079K107 ALPHABET INC/CA-CL C",
"shareOfAssets": "0.00186964683971549229579506669431"
},
{
"fmv": "41201",
"name": "14040H105 CAPITAL ONE FINANCIA",
"shareOfAssets": "0.0018049844047875435967629529459"
},
{
"fmv": "39657",
"name": "594918104 MICROSOFT CORP",
"shareOfAssets": "0.00173734294169218262704372284594"
},
{
"fmv": "32577",
"name": "22052L104 CORTEVA INC-W/I",
"shareOfAssets": "0.00142717353837925797314984389016"
},
{
"fmv": "29184",
"name": "835699307 SONY GROUP CORPORATI",
"shareOfAssets": "0.00127852879467293687842358240754"
},
{
"fmv": "29118",
"name": "55405Y100 MACOM TECHNOLOGY SOL",
"shareOfAssets": "0.00127563738498103673334491065456"
},
{
"fmv": "28020",
"name": "573284106 MARTIN MARIETTA MATL",
"shareOfAssets": "0.00122753484192487977430882603685"
},
{
"fmv": "26150",
"name": "049560105 ATMOS ENERGY CORP",
"shareOfAssets": "0.00114561156732104233041312636915"
},
{
"fmv": "25988",
"name": "03076C106 AMERIPRISE FINANCIAL",
"shareOfAssets": "0.00113851447080456015612911388457"
}
],
"count": 139,
"schedule": "Corporate stock (line 10b)"
},
"refusals": [],
"blankLines": [],
"kernelProof": "fe15997d6f35088f23219549e7f7f32413ffb3f58b65f1efa9ce078b1af4f2f2",
"otherInvestments": [
{
"fmv": "6945292",
"name": "464287200 ISHARES CORE S&P 500",
"shareOfAssets": "0.304267948513280945662701463351"
},
{
"fmv": "2326935",
"name": "256210105 DODGE & COX INCOME F",
"shareOfAssets": "0.10194124865790400134301599265"
},
{
"fmv": "2012676",
"name": "922908629 VANGUARD MID CAP",
"shareOfAssets": "0.0881738014099214605509204408471"
},
{
"fmv": "1749898",
"name": "464287226 ISHARES CORE US AGGR",
"shareOfAssets": "0.0766616975308587889829930786661"
},
{
"fmv": "1603416",
"name": "38147X325 GLDMN SCHS ABS RTRN",
"shareOfAssets": "0.0702444327658751972949022344288"
}
]
}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.