Sealed proof · filed Form 990-PF
PEOPLE'S SUPPORT FOUNDATION LIMITED
EIN 82-1202926, 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 PEOPLES SUPPORT FOUNDATION LIMITED. 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 10, 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 distributions3.62×
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 rate17.9%
of net noncharitable-use assets; the legal test is the distributable amount, not this rate
Assets at fair market value$111.6M
end of the tax year, Part II
Largest listed stock5.2%
IMPAX GLOBAL ENVIRONMENTAL MRKT FD INST CL
If that stock halved−2.6%
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
PEOPLE'S SUPPORT FOUNDATION LIMITED · 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/bd7b776bb06b — 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) | $5,988,249 | $5,988,249.1 | recomputes, within the form's whole-dollar rounding (difference −$0.1) |
| Excise tax: 1.39% of net investment income (Part V line 1) | $82,762 | $82,762.407 | recomputes, within the form's whole-dollar rounding (difference −$0.407) |
| Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7) | $5,905,487 | $5,905,487 | 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) | $4M | 3.5% |
| U.S. and state government obligations (line 10a) | $9.6M | 8.6% |
| Corporate stock (line 10b) | $54.1M | 48.4% |
| Corporate bonds (line 10c) | $21.2M | 19.0% |
| Other investments (line 13) | $22.7M | 20.3% |
The ten largest listed stocks, of 241 on the schedule
The schedule ties to Part II line 10b exactly. It behaves like 53.7 equal holdings; the ten largest are 26.9% of the listed stock.
| Stock, as listed | Fair market value | Share of assets |
|---|---|---|
| IMPAX GLOBAL ENVIRONMENTAL MRKT FD INST CL | $5.8M | 5.2% |
| BROWN CAP MGMT MUT FDS INTL SMALL CO FD INSTL SHS | $1.7M | 1.5% |
| NVIDIA CORP | $1.3M | 1.2% |
| INTUIT INC | $982,974 | 0.9% |
| SERVICENOW INC COM | $922,304 | 0.8% |
| VISA INC CL A COMMON STOCK | $867,214 | 0.8% |
| KKR & CO INC COMMON STOCK | $784,219 | 0.7% |
| PROGRESSIVE CORP-OHIO | $778,253 | 0.7% |
| PARKER HANNIFIN CORP | $746,699 | 0.7% |
| AMERIPRISE FINL INC | $718,248 | 0.6% |
Largest other investments (line 13), as listed
| WORLDWIDE AGRICULTURAL HOLDINGS | $12M | 10.8% |
| PRIVATE EQUITY MANAGERS (IMPACT 2018) OFFSHORE LP | $2.3M | 2.1% |
| WORLDWIDE MEDIA HOLDINGS, LLC | $2.3M | 2.0% |
| VINTAGE VIII OFFSHORE SCSP | $2.2M | 2.0% |
| PRIVATE EQUITY MANAGERS (2018) OFFSHORE SCSP (G) | $2M | 1.8% |
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? Yes
- Part VI-B 3b: did it have excess business holdings? No
- 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 $5,988,249; recomputed $5,988,249.1; agrees within the form's whole-dollar rounding. |
| Excise tax | Part V line 1 against 1.39% of net investment income | agrees | Filed $82,762; recomputed $82,762.40; 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 $5,905,487; recomputed $5,905,487; agrees to the dollar. |
| Payout coverage | Part XI total against Part X line 7 | reported | Qualifying distributions $21,383,030 against a distributable amount of $5,905,487 (3.62×). |
| 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 | 241 listed holdings sum to Part II line 10b exactly; the largest is 5.2% of total assets. |
| The foundation's own answers | Part VI-B 2a, 3a, 3b, 4a and 4b, each answered | reported | All 5 answered; Yes to Part VI-B 3a. |
| 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 10 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. | $82,762 | Projected under the assumptions below |
| December 31, 2026 | Distributable amount for the year ending 31 December 2025, to be paid out | $5,905,486 | 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 $4,790,599, $1,197,649 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, $119764982; the thirteen-month average is not observable from a filing.
- Net investment income for that year equals this return's, $5954130.
- 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)
42ea19c7abbe1882…· 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
bd7b776bb06bbe11c128b60e2664a47e0eb4297a5ae7802f3f12daae216e4e3d · recomputed now, matchesreturn Form 990-PF, IRS object
202503149349103280, schema 2024v5.2 — the file as the IRS published it hashes to 3d16f45a72017def…source file
202503149349103280_public.xml inside 2025_TEOS_XML_11A.zip at irs.gov — not part of the seal; fetch it yourself with verify_proof.py bd7b776bb06b --fetcharithmetic
kernel@2026-09-15.1 · kernel proof 69a20a5f3354081a…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 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 = 111609095 USD let mix_savings = share(3952908 USD, total_assets_fmv) let mix_government = share(9603767 USD, total_assets_fmv) let mix_stock = share(54068376 USD, total_assets_fmv) let mix_bonds = share(21174042 USD, total_assets_fmv) let mix_other = share(22712168 USD, total_assets_fmv) let net_noncharitable_assets = 119764982 USD let mir_filed = 5988249 USD let mir_recomputed = net_noncharitable_assets * 5% let mir_difference = mir_filed - mir_recomputed let net_investment_income = 5954130 USD let excise_filed = 82762 USD let excise_recomputed = net_investment_income * 1.39% let excise_difference = excise_filed - excise_recomputed let distributable_filed = 5905487 USD let distributable_recomputed = 5988249 USD - 82762 USD + 0 USD - 0 USD let distributable_difference = distributable_filed - distributable_recomputed let qualifying_distributions = 21383030 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 = [5754401 USD, 1662786 USD, 1345854 USD, 982974 USD, 922304 USD, 867214 USD, 784219 USD, 778253 USD, 746699 USD, 718248 USD, 710967 USD, 616449 USD, 609426 USD, 579836 USD, 571843 USD, 551432 USD, 546907 USD, 546236 USD, 545365 USD, 516455 USD, 477689 USD, 471115 USD, 470204 USD, 468083 USD, 466400 USD, 451348 USD, 449298 USD, 449226 USD, 446957 USD, 445125 USD, 433207 USD, 430714 USD, 429185 USD, 413735 USD, 411185 USD, 404098 USD, 402020 USD, 400179 USD, 390007 USD, 388122 USD, 380689 USD, 379488 USD, 378530 USD, 376995 USD, 374692 USD, 374690 USD, 371118 USD, 369151 USD, 368620 USD, 364589 USD, 361247 USD, 348421 USD, 340508 USD, 336745 USD, 333970 USD, 333613 USD, 320008 USD, 315745 USD, 312132 USD, 310994 USD, 290194 USD, 275165 USD, 260788 USD, 234146 USD, 228114 USD, 225107 USD, 213785 USD, 205696 USD, 199577 USD, 198894 USD, 197211 USD, 193616 USD, 187556 USD, 178931 USD, 178373 USD, 177641 USD, 177053 USD, 176628 USD, 174045 USD, 173488 USD, 166940 USD, 158037 USD, 155539 USD, 152457 USD, 152398 USD, 148887 USD, 140468 USD, 138510 USD, 136442 USD, 135676 USD, 133933 USD, 133758 USD, 133447 USD, 133447 USD, 133304 USD, 133064 USD, 130451 USD, 129027 USD, 128573 USD, 127497 USD, 125584 USD, 124071 USD, 123378 USD, 121953 USD, 121069 USD, 120483 USD, 120461 USD, 120257 USD, 118965 USD, 118956 USD, 118643 USD, 117101 USD, 116628 USD, 116156 USD, 115461 USD, 115303 USD, 114912 USD, 113332 USD, 112514 USD, 111740 USD, 110705 USD, 107955 USD, 105427 USD, 105207 USD, 103365 USD, 103328 USD, 101272 USD, 100104 USD, 99063 USD, 98930 USD, 98895 USD, 97945 USD, 97822 USD, 97016 USD, 97010 USD, 95770 USD, 95326 USD, 94761 USD, 94599 USD, 93949 USD, 93934 USD, 93776 USD, 92960 USD, 92767 USD, 91438 USD, 90215 USD, 90137 USD, 89581 USD, 89411 USD, 89190 USD, 89190 USD, 89006 USD, 88669 USD, 88411 USD, 87210 USD, 87165 USD, 85703 USD, 85648 USD, 85307 USD, 84805 USD, 84074 USD, 83793 USD, 83113 USD, 83112 USD, 81201 USD, 79659 USD, 78598 USD, 78314 USD, 77944 USD, 77896 USD, 76064 USD, 75607 USD, 75358 USD, 75075 USD, 74417 USD, 73527 USD, 73103 USD, 72785 USD, 71397 USD, 71015 USD, 70994 USD, 70036 USD, 69955 USD, 69677 USD, 69325 USD, 68873 USD, 68695 USD, 68037 USD, 67554 USD, 67443 USD, 67241 USD, 66271 USD, 65869 USD, 65689 USD, 65676 USD, 64334 USD, 63736 USD, 63654 USD, 63220 USD, 62555 USD, 62426 USD, 62248 USD, 61979 USD, 60841 USD, 59990 USD, 59946 USD, 59795 USD, 59537 USD, 59386 USD, 57658 USD, 57435 USD, 57388 USD, 56456 USD, 56160 USD, 55583 USD, 53825 USD, 52987 USD, 51744 USD, 51618 USD, 51539 USD, 51266 USD, 50306 USD, 49377 USD, 49314 USD, 48452 USD, 48116 USD, 46591 USD, 44451 USD, 44279 USD, 43199 USD, 41849 USD, 40726 USD, 37884 USD, 37281 USD, 34927 USD, 34102 USD, 32408 USD, 31997 USD, 27144 USD, 17942 USD, 17826 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([5754401 USD, 1662786 USD, 1345854 USD, 982974 USD, 922304 USD, 867214 USD, 784219 USD, 778253 USD, 746699 USD, 718248 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": "3952908",
"line": "savings",
"label": "Savings and temporary cash investments (line 2)",
"share": "0.0354174361865401739885087321961"
},
{
"fmv": "9603767",
"line": "government",
"label": "U.S. and state government obligations (line 10a)",
"share": "0.0860482472328979999345035456116"
},
{
"fmv": "54068376",
"line": "stock",
"label": "Corporate stock (line 10b)",
"share": "0.484444175450038368288892585322"
},
{
"fmv": "21174042",
"line": "bonds",
"label": "Corporate bonds (line 10c)",
"share": "0.189716097957787400749016018811"
},
{
"fmv": "22712168",
"line": "other",
"label": "Other investments (line 13)",
"share": "0.203497465865125059924551847679"
}
],
"kind": "public-filing-990pf",
"lens": "AXIOM",
"build": {
"commit": "bb0c3ac309b908a3322a65d096f5a7ca733df4c2",
"digest": "b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b"
},
"filer": {
"ein": "821202926",
"name": "PEOPLE'S SUPPORT FOUNDATION LIMITED"
},
"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": "5988249",
"label": "Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)",
"verdict": "rounding",
"difference": "-0.1",
"recomputed": "5988249.1"
},
{
"id": "excise_tax",
"note": null,
"filed": "82762",
"label": "Excise tax: 1.39% of net investment income (Part V line 1)",
"verdict": "rounding",
"difference": "-0.407",
"recomputed": "82762.407"
},
{
"id": "distributable_amount",
"note": null,
"filed": "5905487",
"label": "Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)",
"verdict": "exact",
"difference": "0",
"recomputed": "5905487"
}
],
"engine": "kernel@2026-09-15.1",
"source": {
"form": "990-PF",
"lines": {
"netInvestmentIncome": "5954130",
"grossInvestmentIncome": "6813089",
"netNoncharitableAssets": "119764982",
"undistributedCurrentYear": "0"
},
"period": {
"end": "2024-12-31",
"days": 366,
"begin": "2024-01-01"
},
"amended": false,
"foreign": {
"organization": false,
"meets85PctTest": false
},
"objectId": "202503149349103280",
"returnTs": "2025-11-10T21:00:40-06:00",
"operating": false,
"sourceSha256": "3d16f45a72017defa7f6f8a7d07afd7a98d03cd1168e76ea13323a741720bbc5",
"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": "Yes",
"question": "Part VI-B 3a: did it hold more than a 2% direct or indirect interest in any business enterprise?"
},
{
"answer": "No",
"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 = 111609095 USD\nlet mix_savings = share(3952908 USD, total_assets_fmv)\nlet mix_government = share(9603767 USD, total_assets_fmv)\nlet mix_stock = share(54068376 USD, total_assets_fmv)\nlet mix_bonds = share(21174042 USD, total_assets_fmv)\nlet mix_other = share(22712168 USD, total_assets_fmv)\nlet net_noncharitable_assets = 119764982 USD\nlet mir_filed = 5988249 USD\nlet mir_recomputed = net_noncharitable_assets * 5%\nlet mir_difference = mir_filed - mir_recomputed\nlet net_investment_income = 5954130 USD\nlet excise_filed = 82762 USD\nlet excise_recomputed = net_investment_income * 1.39%\nlet excise_difference = excise_filed - excise_recomputed\nlet distributable_filed = 5905487 USD\nlet distributable_recomputed = 5988249 USD - 82762 USD + 0 USD - 0 USD\nlet distributable_difference = distributable_filed - distributable_recomputed\nlet qualifying_distributions = 21383030 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 = [5754401 USD, 1662786 USD, 1345854 USD, 982974 USD, 922304 USD, 867214 USD, 784219 USD, 778253 USD, 746699 USD, 718248 USD, 710967 USD, 616449 USD, 609426 USD, 579836 USD, 571843 USD, 551432 USD, 546907 USD, 546236 USD, 545365 USD, 516455 USD, 477689 USD, 471115 USD, 470204 USD, 468083 USD, 466400 USD, 451348 USD, 449298 USD, 449226 USD, 446957 USD, 445125 USD, 433207 USD, 430714 USD, 429185 USD, 413735 USD, 411185 USD, 404098 USD, 402020 USD, 400179 USD, 390007 USD, 388122 USD, 380689 USD, 379488 USD, 378530 USD, 376995 USD, 374692 USD, 374690 USD, 371118 USD, 369151 USD, 368620 USD, 364589 USD, 361247 USD, 348421 USD, 340508 USD, 336745 USD, 333970 USD, 333613 USD, 320008 USD, 315745 USD, 312132 USD, 310994 USD, 290194 USD, 275165 USD, 260788 USD, 234146 USD, 228114 USD, 225107 USD, 213785 USD, 205696 USD, 199577 USD, 198894 USD, 197211 USD, 193616 USD, 187556 USD, 178931 USD, 178373 USD, 177641 USD, 177053 USD, 176628 USD, 174045 USD, 173488 USD, 166940 USD, 158037 USD, 155539 USD, 152457 USD, 152398 USD, 148887 USD, 140468 USD, 138510 USD, 136442 USD, 135676 USD, 133933 USD, 133758 USD, 133447 USD, 133447 USD, 133304 USD, 133064 USD, 130451 USD, 129027 USD, 128573 USD, 127497 USD, 125584 USD, 124071 USD, 123378 USD, 121953 USD, 121069 USD, 120483 USD, 120461 USD, 120257 USD, 118965 USD, 118956 USD, 118643 USD, 117101 USD, 116628 USD, 116156 USD, 115461 USD, 115303 USD, 114912 USD, 113332 USD, 112514 USD, 111740 USD, 110705 USD, 107955 USD, 105427 USD, 105207 USD, 103365 USD, 103328 USD, 101272 USD, 100104 USD, 99063 USD, 98930 USD, 98895 USD, 97945 USD, 97822 USD, 97016 USD, 97010 USD, 95770 USD, 95326 USD, 94761 USD, 94599 USD, 93949 USD, 93934 USD, 93776 USD, 92960 USD, 92767 USD, 91438 USD, 90215 USD, 90137 USD, 89581 USD, 89411 USD, 89190 USD, 89190 USD, 89006 USD, 88669 USD, 88411 USD, 87210 USD, 87165 USD, 85703 USD, 85648 USD, 85307 USD, 84805 USD, 84074 USD, 83793 USD, 83113 USD, 83112 USD, 81201 USD, 79659 USD, 78598 USD, 78314 USD, 77944 USD, 77896 USD, 76064 USD, 75607 USD, 75358 USD, 75075 USD, 74417 USD, 73527 USD, 73103 USD, 72785 USD, 71397 USD, 71015 USD, 70994 USD, 70036 USD, 69955 USD, 69677 USD, 69325 USD, 68873 USD, 68695 USD, 68037 USD, 67554 USD, 67443 USD, 67241 USD, 66271 USD, 65869 USD, 65689 USD, 65676 USD, 64334 USD, 63736 USD, 63654 USD, 63220 USD, 62555 USD, 62426 USD, 62248 USD, 61979 USD, 60841 USD, 59990 USD, 59946 USD, 59795 USD, 59537 USD, 59386 USD, 57658 USD, 57435 USD, 57388 USD, 56456 USD, 56160 USD, 55583 USD, 53825 USD, 52987 USD, 51744 USD, 51618 USD, 51539 USD, 51266 USD, 50306 USD, 49377 USD, 49314 USD, 48452 USD, 48116 USD, 46591 USD, 44451 USD, 44279 USD, 43199 USD, 41849 USD, 40726 USD, 37884 USD, 37281 USD, 34927 USD, 34102 USD, 32408 USD, 31997 USD, 27144 USD, 17942 USD, 17826 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([5754401 USD, 1662786 USD, 1345854 USD, 982974 USD, 922304 USD, 867214 USD, 784219 USD, 778253 USD, 746699 USD, 718248 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": "5988249 USD",
"mix_bonds": "0.189716097957787400749016018811",
"mix_other": "0.203497465865125059924551847679",
"mix_stock": "0.484444175450038368288892585322",
"mix_savings": "0.0354174361865401739885087321961",
"payout_rate": "0.178541587389876616856169193095",
"stock_count": "241",
"excise_filed": "82762 USD",
"largest_stock": "5754401 USD",
"mir_difference": "-0.1 USD",
"mir_recomputed": "5988249.1 USD",
"mix_government": "0.0860482472328979999345035456116",
"payout_coverage": "3.6208749591693284567386229112",
"total_assets_fmv": "111609095 USD",
"excise_difference": "-0.407 USD",
"excise_recomputed": "82762.407 USD",
"distributable_filed": "5905487 USD",
"stock_concentration": "0.0186301515480825695714227085311",
"top10_share_of_stock": "0.269343247890411948011902558346",
"net_investment_income": "5954130 USD",
"distributable_difference": "0 USD",
"distributable_recomputed": "5905487 USD",
"effective_stock_holdings": "53.6764286333956750641156361749",
"net_noncharitable_assets": "119764982 USD",
"qualifying_distributions": "21383030 USD",
"undistributed_to_next_year": "0 USD",
"largest_stock_share_of_assets": "0.0515585311394201341745491261263",
"largest_stock_halved_share_of_assets": "0.0257792655697100670872745630632"
},
"version": 2,
"holdings": {
"tie": "exact",
"top": [
{
"fmv": "5754401",
"name": "IMPAX GLOBAL ENVIRONMENTAL MRKT FD INST CL",
"shareOfAssets": "0.0515585311394201341745491261263"
},
{
"fmv": "1662786",
"name": "BROWN CAP MGMT MUT FDS INTL SMALL CO FD INSTL SHS",
"shareOfAssets": "0.0148983019708205679832812908303"
},
{
"fmv": "1345854",
"name": "NVIDIA CORP",
"shareOfAssets": "0.0120586409198999418461371808453"
},
{
"fmv": "982974",
"name": "INTUIT INC",
"shareOfAssets": "0.00880729298987685546594567405103"
},
{
"fmv": "922304",
"name": "SERVICENOW INC COM",
"shareOfAssets": "0.00826369929798283912256433940263"
},
{
"fmv": "867214",
"name": "VISA INC CL A COMMON STOCK",
"shareOfAssets": "0.00777010153160009047649745748767"
},
{
"fmv": "784219",
"name": "KKR & CO INC COMMON STOCK",
"shareOfAssets": "0.00702647933844459539789297637437"
},
{
"fmv": "778253",
"name": "PROGRESSIVE CORP-OHIO",
"shareOfAssets": "0.00697302491342663427205462063822"
},
{
"fmv": "746699",
"name": "PARKER HANNIFIN CORP",
"shareOfAssets": "0.00669030601851936887401515082619"
},
{
"fmv": "718248",
"name": "AMERIPRISE FINL INC",
"shareOfAssets": "0.0064353895173148747420629116292"
}
],
"count": 241,
"schedule": "Corporate stock (line 10b)"
},
"refusals": [],
"blankLines": [],
"kernelProof": "69a20a5f3354081af74c7b8d9f0d294edbff38694d7d6adcbc11c9ec3bc2dfdd",
"otherInvestments": [
{
"fmv": "12026624",
"name": "WORLDWIDE AGRICULTURAL HOLDINGS",
"shareOfAssets": "0.107756666246599347481493331704"
},
{
"fmv": "2335261",
"name": "PRIVATE EQUITY MANAGERS (IMPACT 2018) OFFSHORE LP",
"shareOfAssets": "0.0209235725816072605910835492394"
},
{
"fmv": "2265854",
"name": "WORLDWIDE MEDIA HOLDINGS, LLC",
"shareOfAssets": "0.0203016967389619994678749075064"
},
{
"fmv": "2191356",
"name": "VINTAGE VIII OFFSHORE SCSP",
"shareOfAssets": "0.0196342063341701677627616279838"
},
{
"fmv": "1981735",
"name": "PRIVATE EQUITY MANAGERS (2018) OFFSHORE SCSP (G)",
"shareOfAssets": "0.0177560350256401595228417540703"
}
]
}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.