Sealed proof · filed Form 990-PF

CHARLES A MASTRONARDI FOUNDATION 061223-000

EIN 13-6167916, 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 CHARLES A MASTRONARDI CHARITABLE FOUNDATION. 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 11, 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 distributions0.97×

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 rate4.9%

of net noncharitable-use assets; the legal test is the distributable amount, not this rate

Assets at fair market value$22.6M

end of the tax year, Part II

Largest listed stock6.5%

46432F339 ISHARES MSCI USA QUA

If that stock halved−3.3%

of total assets, from that one name

Keep This Record

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

CHARLES A MASTRONARDI FOUNDATION 061223-000 · Form 990-PF, year ended December 31, 2025checking

Minimum investment return (the 5% figure)Excise tax on investment incomeDistributable amount (what had to be paid out)Qualifying distributions (what was paid out)

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/bba0825b5c27 — it fits on a printed page, and whoever opens it can run the same check.

The return’s own arithmetic, re-done

Each line as filed and as recomputed
Line	As filed	Recomputed	Result
Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)	$1,068,205	$1,068,205.1	recomputes, within the form's whole-dollar rounding (difference −$0.1)
Excise tax: 1.39% of net investment income (Part V line 1)	$29,660	$29,659.9034	recomputes, within the form's whole-dollar rounding (difference $0.0966)
Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)	$1,080,545	$1,080,545	recomputes exactly

Where the assets sit, at fair market value

Assets by Part II line, at fair market value
Part II line	Fair market value	Share of assets
Cash (line 1)	$4,583	<0.1%
Savings and temporary cash investments (line 2)	$1.4M	6.0%
U.S. and state government obligations (line 10a)	$4.7M	20.8%
Corporate stock (line 10b)	$13.7M	60.5%
Corporate bonds (line 10c)	$2.9M	12.7%

The ten largest listed stocks, of 193 on the schedule

The schedule ties to Part II line 10b exactly. It behaves like 24.6 equal holdings; the ten largest are 52.2% of the listed stock.

The ten largest listed stocks
Stock, as listed	Fair market value	Share of assets
46432F339 ISHARES MSCI USA QUA	$1.5M	6.5%
464287614 ISHARES RUSSELL 1000	$1.4M	6.4%
922908363 VANGUARD S&P 500 ETF	$1.1M	5.0%
464287879 ISHARES S&P SMALL-CA	$635,695	2.8%
19766P868 COLUMBIA OVERSEAS VA	$582,313	2.6%
921943858 VANGUARD FTSE DEVELO	$573,662	2.5%
461418444 WCM FOCUSED INT'L GR	$536,906	2.4%
464287598 ISHARES RUSSELL 1000	$363,678	1.6%
97181C431 WILMINGTON REAL ASSE	$203,206	0.9%
46625H100 JPMORGAN CHASE & CO	$192,043	0.8%

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 $1,068,205; recomputed $1,068,205.1; agrees within the form's whole-dollar rounding.
Excise tax	Part V line 1 against 1.39% of net investment income	agrees	Filed $29,660; recomputed $29,659.90; 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 $1,080,545; recomputed $1,080,545; agrees to the dollar.
Payout coverage	Part XI total against Part X line 7	reported	Qualifying distributions $1,050,445 against a distributable amount of $1,080,545 (0.97×).
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	193 listed holdings sum to Part II line 10b exactly; the largest is 6.5% 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 11 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)	$29,659	Projected under the assumptions below
December 31, 2027	Distributable amount for the year ending 31 December 2026, to be paid out	$1,038,545	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 $854,564, $213,641 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, $21364102; the thirteen-month average is not observable from a filing.
Net investment income for that year equals this return's, $2133806.
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) 96d5fb6eba8c4a3d… · 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.

Walk through it with a person →

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 bba0825b5c27371ff60a13807b7dd5f27e310011e33f102742b9a1d6042d1b09 · recomputed now, matches

return Form 990-PF, IRS object 202621319349102232, schema 2025v4.0 — the file as the IRS published it hashes to 9f3c82c6b21f3491…

source file 202621319349102232_public.xml inside 2026_TEOS_XML_05A.zip at irs.gov — not part of the seal; fetch it yourself with verify_proof.py bba0825b5c27 --fetch

arithmetic kernel@2026-09-15.1 · kernel proof 48c00a21fbc1e649…

rules b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b · commit bb0c3ac309b9 — 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 superseded

This 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.

Check It at /verifyKeep This Record

The program, and the full body that was hashed

let total_assets_fmv = 22601589 USD
let mix_cash = share(4583 USD, total_assets_fmv)
let mix_savings = share(1360415 USD, total_assets_fmv)
let mix_government = share(4692636 USD, total_assets_fmv)
let mix_stock = share(13675775 USD, total_assets_fmv)
let mix_bonds = share(2868180 USD, total_assets_fmv)
let net_noncharitable_assets = 21364102 USD
let mir_filed = 1068205 USD
let mir_recomputed = net_noncharitable_assets * 5%
let mir_difference = mir_filed - mir_recomputed
let net_investment_income = 2133806 USD
let excise_filed = 29660 USD
let excise_recomputed = net_investment_income * 1.39%
let excise_difference = excise_filed - excise_recomputed
let distributable_filed = 1080545 USD
let distributable_recomputed = 1068205 USD - 29660 USD + 42000 USD - 0 USD
let distributable_difference = distributable_filed - distributable_recomputed
let qualifying_distributions = 1050445 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 = [1476740 USD, 1447351 USD, 1120681 USD, 635695 USD, 582313 USD, 573662 USD, 536906 USD, 363678 USD, 203206 USD, 192043 USD, 186876 USD, 170281 USD, 156915 USD, 142727 USD, 139283 USD, 123028 USD, 115690 USD, 113392 USD, 111487 USD, 110461 USD, 109870 USD, 106693 USD, 106064 USD, 105745 USD, 101069 USD, 98136 USD, 97548 USD, 90344 USD, 90336 USD, 90132 USD, 88570 USD, 88432 USD, 87920 USD, 85684 USD, 82445 USD, 79730 USD, 79368 USD, 76748 USD, 75606 USD, 73462 USD, 73111 USD, 72415 USD, 72182 USD, 71713 USD, 71376 USD, 71194 USD, 70700 USD, 67279 USD, 65520 USD, 62674 USD, 62456 USD, 61070 USD, 59669 USD, 59568 USD, 59249 USD, 57428 USD, 56618 USD, 51885 USD, 51006 USD, 50375 USD, 50350 USD, 48797 USD, 47588 USD, 46300 USD, 46109 USD, 45949 USD, 45801 USD, 45414 USD, 44413 USD, 44085 USD, 43970 USD, 41584 USD, 41229 USD, 39612 USD, 39478 USD, 39337 USD, 39267 USD, 38905 USD, 37408 USD, 37352 USD, 34842 USD, 33534 USD, 31732 USD, 31440 USD, 29681 USD, 29136 USD, 24545 USD, 24153 USD, 23139 USD, 21474 USD, 21202 USD, 20852 USD, 20558 USD, 20441 USD, 20382 USD, 18752 USD, 18646 USD, 18594 USD, 17129 USD, 16652 USD, 16494 USD, 16400 USD, 16149 USD, 16069 USD, 15894 USD, 15849 USD, 15460 USD, 14351 USD, 14270 USD, 14268 USD, 14032 USD, 14030 USD, 13845 USD, 13239 USD, 13079 USD, 12665 USD, 12452 USD, 12422 USD, 12243 USD, 12183 USD, 11978 USD, 11678 USD, 11495 USD, 11482 USD, 11292 USD, 10914 USD, 10912 USD, 10786 USD, 10692 USD, 10340 USD, 9889 USD, 9644 USD, 9511 USD, 9497 USD, 9345 USD, 9332 USD, 9301 USD, 9114 USD, 8648 USD, 8546 USD, 8471 USD, 8206 USD, 7744 USD, 7651 USD, 7650 USD, 7460 USD, 7452 USD, 7423 USD, 7158 USD, 7029 USD, 6970 USD, 6941 USD, 6702 USD, 6607 USD, 6382 USD, 6064 USD, 6052 USD, 5679 USD, 5636 USD, 5510 USD, 5463 USD, 5282 USD, 5219 USD, 5162 USD, 5159 USD, 5064 USD, 4982 USD, 4763 USD, 4658 USD, 4595 USD, 4526 USD, 4510 USD, 4343 USD, 4281 USD, 4265 USD, 4196 USD, 4028 USD, 3956 USD, 3876 USD, 3639 USD, 3568 USD, 3447 USD, 3401 USD, 3156 USD, 3081 USD, 3064 USD, 2765 USD, 2478 USD, 2023 USD, 1728 USD, 1681 USD, 761 USD, 441 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([1476740 USD, 1447351 USD, 1120681 USD, 635695 USD, 582313 USD, 573662 USD, 536906 USD, 363678 USD, 203206 USD, 192043 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": "4583",
      "line": "cash",
      "label": "Cash (line 1)",
      "share": "0.000202773353678805503453761591718"
    },
    {
      "fmv": "1360415",
      "line": "savings",
      "label": "Savings and temporary cash investments (line 2)",
      "share": "0.0601911219604957863803292768486"
    },
    {
      "fmv": "4692636",
      "line": "government",
      "label": "U.S. and state government obligations (line 10a)",
      "share": "0.207624163062163461161956356254"
    },
    {
      "fmv": "13675775",
      "line": "stock",
      "label": "Corporate stock (line 10b)",
      "share": "0.605080244579263873880725819764"
    },
    {
      "fmv": "2868180",
      "line": "bonds",
      "label": "Corporate bonds (line 10c)",
      "share": "0.126901697044398073073534785541"
    }
  ],
  "kind": "public-filing-990pf",
  "lens": "AXIOM",
  "build": {
    "commit": "bb0c3ac309b908a3322a65d096f5a7ca733df4c2",
    "digest": "b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b"
  },
  "filer": {
    "ein": "136167916",
    "name": "CHARLES A MASTRONARDI FOUNDATION 061223-000"
  },
  "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": "1068205",
      "label": "Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)",
      "verdict": "rounding",
      "difference": "-0.1",
      "recomputed": "1068205.1"
    },
    {
      "id": "excise_tax",
      "note": null,
      "filed": "29660",
      "label": "Excise tax: 1.39% of net investment income (Part V line 1)",
      "verdict": "rounding",
      "difference": "0.0966",
      "recomputed": "29659.9034"
    },
    {
      "id": "distributable_amount",
      "note": null,
      "filed": "1080545",
      "label": "Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)",
      "verdict": "exact",
      "difference": "0",
      "recomputed": "1080545"
    }
  ],
  "engine": "kernel@2026-09-15.1",
  "source": {
    "form": "990-PF",
    "lines": {
      "netInvestmentIncome": "2133806",
      "grossInvestmentIncome": "2311121",
      "netNoncharitableAssets": "21364102",
      "undistributedCurrentYear": "0"
    },
    "period": {
      "end": "2025-12-31",
      "days": 365,
      "begin": "2025-01-01"
    },
    "amended": false,
    "foreign": {
      "organization": false,
      "meets85PctTest": false
    },
    "objectId": "202621319349102232",
    "returnTs": "2026-05-11T12:01:13-05:00",
    "operating": false,
    "sourceSha256": "9f3c82c6b21f3491d1bbe0f716c44b3e72f1969cbe6fa22df49fc2d361690401",
    "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 = 22601589 USD\nlet mix_cash = share(4583 USD, total_assets_fmv)\nlet mix_savings = share(1360415 USD, total_assets_fmv)\nlet mix_government = share(4692636 USD, total_assets_fmv)\nlet mix_stock = share(13675775 USD, total_assets_fmv)\nlet mix_bonds = share(2868180 USD, total_assets_fmv)\nlet net_noncharitable_assets = 21364102 USD\nlet mir_filed = 1068205 USD\nlet mir_recomputed = net_noncharitable_assets * 5%\nlet mir_difference = mir_filed - mir_recomputed\nlet net_investment_income = 2133806 USD\nlet excise_filed = 29660 USD\nlet excise_recomputed = net_investment_income * 1.39%\nlet excise_difference = excise_filed - excise_recomputed\nlet distributable_filed = 1080545 USD\nlet distributable_recomputed = 1068205 USD - 29660 USD + 42000 USD - 0 USD\nlet distributable_difference = distributable_filed - distributable_recomputed\nlet qualifying_distributions = 1050445 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 = [1476740 USD, 1447351 USD, 1120681 USD, 635695 USD, 582313 USD, 573662 USD, 536906 USD, 363678 USD, 203206 USD, 192043 USD, 186876 USD, 170281 USD, 156915 USD, 142727 USD, 139283 USD, 123028 USD, 115690 USD, 113392 USD, 111487 USD, 110461 USD, 109870 USD, 106693 USD, 106064 USD, 105745 USD, 101069 USD, 98136 USD, 97548 USD, 90344 USD, 90336 USD, 90132 USD, 88570 USD, 88432 USD, 87920 USD, 85684 USD, 82445 USD, 79730 USD, 79368 USD, 76748 USD, 75606 USD, 73462 USD, 73111 USD, 72415 USD, 72182 USD, 71713 USD, 71376 USD, 71194 USD, 70700 USD, 67279 USD, 65520 USD, 62674 USD, 62456 USD, 61070 USD, 59669 USD, 59568 USD, 59249 USD, 57428 USD, 56618 USD, 51885 USD, 51006 USD, 50375 USD, 50350 USD, 48797 USD, 47588 USD, 46300 USD, 46109 USD, 45949 USD, 45801 USD, 45414 USD, 44413 USD, 44085 USD, 43970 USD, 41584 USD, 41229 USD, 39612 USD, 39478 USD, 39337 USD, 39267 USD, 38905 USD, 37408 USD, 37352 USD, 34842 USD, 33534 USD, 31732 USD, 31440 USD, 29681 USD, 29136 USD, 24545 USD, 24153 USD, 23139 USD, 21474 USD, 21202 USD, 20852 USD, 20558 USD, 20441 USD, 20382 USD, 18752 USD, 18646 USD, 18594 USD, 17129 USD, 16652 USD, 16494 USD, 16400 USD, 16149 USD, 16069 USD, 15894 USD, 15849 USD, 15460 USD, 14351 USD, 14270 USD, 14268 USD, 14032 USD, 14030 USD, 13845 USD, 13239 USD, 13079 USD, 12665 USD, 12452 USD, 12422 USD, 12243 USD, 12183 USD, 11978 USD, 11678 USD, 11495 USD, 11482 USD, 11292 USD, 10914 USD, 10912 USD, 10786 USD, 10692 USD, 10340 USD, 9889 USD, 9644 USD, 9511 USD, 9497 USD, 9345 USD, 9332 USD, 9301 USD, 9114 USD, 8648 USD, 8546 USD, 8471 USD, 8206 USD, 7744 USD, 7651 USD, 7650 USD, 7460 USD, 7452 USD, 7423 USD, 7158 USD, 7029 USD, 6970 USD, 6941 USD, 6702 USD, 6607 USD, 6382 USD, 6064 USD, 6052 USD, 5679 USD, 5636 USD, 5510 USD, 5463 USD, 5282 USD, 5219 USD, 5162 USD, 5159 USD, 5064 USD, 4982 USD, 4763 USD, 4658 USD, 4595 USD, 4526 USD, 4510 USD, 4343 USD, 4281 USD, 4265 USD, 4196 USD, 4028 USD, 3956 USD, 3876 USD, 3639 USD, 3568 USD, 3447 USD, 3401 USD, 3156 USD, 3081 USD, 3064 USD, 2765 USD, 2478 USD, 2023 USD, 1728 USD, 1681 USD, 761 USD, 441 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([1476740 USD, 1447351 USD, 1120681 USD, 635695 USD, 582313 USD, 573662 USD, 536906 USD, 363678 USD, 203206 USD, 192043 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": "0.000202773353678805503453761591718",
    "mir_filed": "1068205 USD",
    "mix_bonds": "0.126901697044398073073534785541",
    "mix_stock": "0.605080244579263873880725819764",
    "mix_savings": "0.0601911219604957863803292768486",
    "payout_rate": "0.0491686942891397915999464896769",
    "stock_count": "193",
    "excise_filed": "29660 USD",
    "largest_stock": "1476740 USD",
    "mir_difference": "-0.1 USD",
    "mir_recomputed": "1068205.1 USD",
    "mix_government": "0.207624163062163461161956356254",
    "payout_coverage": "0.972143686750667487240235251655",
    "total_assets_fmv": "22601589 USD",
    "excise_difference": "0.0966 USD",
    "excise_recomputed": "29659.9034 USD",
    "distributable_filed": "1080545 USD",
    "stock_concentration": "0.0406486641536736062806809332309",
    "top10_share_of_stock": "0.521526202354162743976118355267",
    "net_investment_income": "2133806 USD",
    "distributable_difference": "0 USD",
    "distributable_recomputed": "1080545 USD",
    "effective_stock_holdings": "24.601054445958352898934165803",
    "net_noncharitable_assets": "21364102 USD",
    "qualifying_distributions": "1050445 USD",
    "undistributed_to_next_year": "0 USD",
    "largest_stock_share_of_assets": "0.0653378839868294215950922742644",
    "largest_stock_halved_share_of_assets": "0.0326689419934147107975461371322"
  },
  "version": 2,
  "holdings": {
    "tie": "exact",
    "top": [
      {
        "fmv": "1476740",
        "name": "46432F339 ISHARES MSCI USA QUA",
        "shareOfAssets": "0.0653378839868294215950922742644"
      },
      {
        "fmv": "1447351",
        "name": "464287614 ISHARES RUSSELL 1000",
        "shareOfAssets": "0.0640375771809672319941752767914"
      },
      {
        "fmv": "1120681",
        "name": "922908363 VANGUARD S&P 500 ETF",
        "shareOfAssets": "0.0495841686175250775509633415597"
      },
      {
        "fmv": "635695",
        "name": "464287879 ISHARES S&P SMALL-CA",
        "shareOfAssets": "0.0281261198051163570844510091746"
      },
      {
        "fmv": "582313",
        "name": "19766P868 COLUMBIA OVERSEAS VA",
        "shareOfAssets": "0.0257642504692922254271591258473"
      },
      {
        "fmv": "573662",
        "name": "921943858 VANGUARD FTSE DEVELO",
        "shareOfAssets": "0.02538148977047587229375775305"
      },
      {
        "fmv": "536906",
        "name": "461418444 WCM FOCUSED INT'L GR",
        "shareOfAssets": "0.0237552324307817472479479208298"
      },
      {
        "fmv": "363678",
        "name": "464287598 ISHARES RUSSELL 1000",
        "shareOfAssets": "0.0160908155616846231475140973495"
      },
      {
        "fmv": "203206",
        "name": "97181C431 WILMINGTON REAL ASSE",
        "shareOfAssets": "0.00899078378958222804600154440469"
      },
      {
        "fmv": "192043",
        "name": "46625H100 JPMORGAN CHASE & CO",
        "shareOfAssets": "0.00849688046269667145969250215107"
      }
    ],
    "count": 193,
    "schedule": "Corporate stock (line 10b)"
  },
  "refusals": [],
  "blankLines": [],
  "kernelProof": "48c00a21fbc1e649714db39b3bf76dc04e2f02fbc9356aa83a49f17efe4a2226",
  "otherInvestments": []
}

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.