Sealed proof · filed Form 990-PF
Jeffers Foundation
EIN 20-2601947, 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.
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 April 30, 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 distributions1.76×
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 rate8.7%
of net noncharitable-use assets; the legal test is the distributable amount, not this rate
Assets at fair market value$12.1M
end of the tax year, Part II
Largest listed stock3.9%
NETFLIX INC
If that stock halved−1.9%
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
Jeffers 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/cd8f5d76b65b — 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) | $386,048 | $386,048.2 | recomputes, within the form's whole-dollar rounding (difference −$0.2) |
| Excise tax: 1.39% of net investment income (Part V line 1) | $3,867 | $3,867.119 | recomputes, within the form's whole-dollar rounding (difference −$0.119) |
| Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7) | $382,181 | $382,181 | 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) | $130,537 | 1.1% |
| Corporate stock (line 10b) | $4.8M | 39.8% |
| Corporate bonds (line 10c) | $1.8M | 14.5% |
| Land and buildings held as investments (line 11) | $439,600 | 3.6% |
| Other investments (line 13) | $191,892 | 1.6% |
The ten largest listed stocks, of 440 on the schedule
The schedule ties to Part II line 10b exactly. It behaves like 44.8 equal holdings; the ten largest are 35.7% of the listed stock.
| Stock, as listed | Fair market value | Share of assets |
|---|---|---|
| NETFLIX INC | $468,800 | 3.9% |
| SANDISK CORPORATION | $213,642 | 1.8% |
| NVIDIA CORPORATION | $186,500 | 1.5% |
| WESTERN DIGITAL CORPORATION | $172,270 | 1.4% |
| SALESFORCE INC | $132,455 | 1.1% |
| GE VERNOVA INC | $130,714 | 1.1% |
| BOEING CO | $108,560 | 0.9% |
| EXXON MOBIL CORP | $108,306 | 0.9% |
| BERKSHIRE HATHAWAY CL-B NEW | $100,530 | 0.8% |
| ROCKWELL AUTOMATION INC | $97,268 | 0.8% |
Largest other investments (line 13), as listed
| CSFB MTG PTC | $71,525 | 0.6% |
| CWALT 2005 | $32,588 | 0.3% |
| CMSI 2006 | $30,963 | 0.3% |
| CWHL 2005 | $27,271 | 0.2% |
| BOAA 3005-10 | $21,823 | 0.2% |
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 $386,048; recomputed $386,048.2; agrees within the form's whole-dollar rounding. |
| Excise tax | Part V line 1 against 1.39% of net investment income | agrees | Filed $3,867; recomputed $3,867.11; 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 $382,181; recomputed $382,181; agrees to the dollar. |
| Payout coverage | Part XI total against Part X line 7 | reported | Qualifying distributions $673,090 against a distributable amount of $382,181 (1.76×). |
| 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 | 440 listed holdings sum to Part II line 10b exactly; the largest is 3.9% 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 30 April 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) | $3,867 | Projected under the assumptions below |
| December 31, 2027 | Distributable amount for the year ending 31 December 2026, to be paid out | $382,181 | 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 $308,838, $77,209 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, $7720964; the thirteen-month average is not observable from a filing.
- Net investment income for that year equals this return's, $278210.
- 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)
09d27a92a8efdb06…· 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
cd8f5d76b65b2b48a471ce0b4b97a3dbf12403a23813867107b69119b153f7b8 · recomputed now, matchesreturn Form 990-PF, IRS object
202631209349100318, schema 2025v4.1 — the file as the IRS published it hashes to 58472e7bfbd0e2d3…source file
202631209349100318_public.xml inside 2026_TEOS_XML_05B.zip at irs.gov — not part of the seal; fetch it yourself with verify_proof.py cd8f5d76b65b --fetcharithmetic
kernel@2026-09-15.1 · kernel proof 492fce0dffd35fc4…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 = 12085553 USD let mix_savings = share(130537 USD, total_assets_fmv) let mix_stock = share(4810170 USD, total_assets_fmv) let mix_bonds = share(1750917 USD, total_assets_fmv) let mix_land = share(439600 USD, total_assets_fmv) let mix_other = share(191892 USD, total_assets_fmv) let net_noncharitable_assets = 7720964 USD let mir_filed = 386048 USD let mir_recomputed = net_noncharitable_assets * 5% let mir_difference = mir_filed - mir_recomputed let net_investment_income = 278210 USD let excise_filed = 3867 USD let excise_recomputed = net_investment_income * 1.39% let excise_difference = excise_filed - excise_recomputed let distributable_filed = 382181 USD let distributable_recomputed = 386048 USD - 3867 USD + 0 USD - 0 USD let distributable_difference = distributable_filed - distributable_recomputed let qualifying_distributions = 673090 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 = [468800 USD, 213642 USD, 186500 USD, 172270 USD, 132455 USD, 130714 USD, 108560 USD, 108306 USD, 100530 USD, 97268 USD, 92328 USD, 90592 USD, 86234 USD, 85532 USD, 81380 USD, 73680 USD, 70654 USD, 70294 USD, 68820 USD, 57870 USD, 57197 USD, 56885 USD, 55046 USD, 49096 USD, 48489 USD, 46428 USD, 45400 USD, 41599 USD, 39605 USD, 39405 USD, 39018 USD, 38876 USD, 38380 USD, 36956 USD, 33944 USD, 33668 USD, 33521 USD, 31290 USD, 31259 USD, 29315 USD, 27732 USD, 24984 USD, 24694 USD, 23757 USD, 23330 USD, 21002 USD, 20604 USD, 19183 USD, 18624 USD, 15854 USD, 14754 USD, 14643 USD, 14345 USD, 13497 USD, 12587 USD, 12489 USD, 12445 USD, 11287 USD, 11103 USD, 11089 USD, 10766 USD, 10593 USD, 10330 USD, 10210 USD, 9443 USD, 9314 USD, 9171 USD, 8861 USD, 8787 USD, 8307 USD, 8124 USD, 8054 USD, 8029 USD, 8002 USD, 7916 USD, 7893 USD, 7825 USD, 7822 USD, 7762 USD, 7659 USD, 7604 USD, 7551 USD, 7483 USD, 7341 USD, 7326 USD, 7320 USD, 7318 USD, 7093 USD, 7073 USD, 6991 USD, 6715 USD, 6695 USD, 6533 USD, 6448 USD, 6204 USD, 6116 USD, 6071 USD, 6054 USD, 6029 USD, 5996 USD, 5984 USD, 5967 USD, 5900 USD, 5880 USD, 5792 USD, 5764 USD, 5713 USD, 5693 USD, 5665 USD, 5609 USD, 5608 USD, 5581 USD, 5543 USD, 5390 USD, 5350 USD, 5342 USD, 5322 USD, 5281 USD, 5269 USD, 5248 USD, 5245 USD, 5186 USD, 5061 USD, 5043 USD, 5030 USD, 4989 USD, 4957 USD, 4948 USD, 4948 USD, 4913 USD, 4894 USD, 4891 USD, 4869 USD, 4837 USD, 4819 USD, 4798 USD, 4733 USD, 4669 USD, 4661 USD, 4624 USD, 4598 USD, 4589 USD, 4501 USD, 4490 USD, 4446 USD, 4438 USD, 4433 USD, 4417 USD, 4387 USD, 4386 USD, 4383 USD, 4382 USD, 4323 USD, 4323 USD, 4312 USD, 4292 USD, 4289 USD, 4276 USD, 4238 USD, 4225 USD, 4220 USD, 4197 USD, 4189 USD, 4188 USD, 4151 USD, 4112 USD, 4068 USD, 3968 USD, 3950 USD, 3922 USD, 3841 USD, 3832 USD, 3826 USD, 3781 USD, 3724 USD, 3693 USD, 3688 USD, 3686 USD, 3672 USD, 3623 USD, 3590 USD, 3561 USD, 3533 USD, 3520 USD, 3515 USD, 3491 USD, 3438 USD, 3410 USD, 3408 USD, 3399 USD, 3397 USD, 3389 USD, 3386 USD, 3378 USD, 3373 USD, 3365 USD, 3341 USD, 3318 USD, 3308 USD, 3301 USD, 3263 USD, 3214 USD, 3195 USD, 3188 USD, 3188 USD, 3133 USD, 3132 USD, 3112 USD, 3080 USD, 3005 USD, 3003 USD, 2996 USD, 2974 USD, 2968 USD, 2938 USD, 2924 USD, 2910 USD, 2895 USD, 2890 USD, 2865 USD, 2857 USD, 2833 USD, 2824 USD, 2811 USD, 2807 USD, 2801 USD, 2798 USD, 2787 USD, 2781 USD, 2774 USD, 2764 USD, 2719 USD, 2695 USD, 2670 USD, 2637 USD, 2622 USD, 2542 USD, 2538 USD, 2457 USD, 2429 USD, 2429 USD, 2428 USD, 2423 USD, 2398 USD, 2397 USD, 2393 USD, 2388 USD, 2370 USD, 2362 USD, 2359 USD, 2350 USD, 2334 USD, 2308 USD, 2305 USD, 2295 USD, 2294 USD, 2293 USD, 2280 USD, 2264 USD, 2247 USD, 2247 USD, 2240 USD, 2235 USD, 2204 USD, 2189 USD, 2185 USD, 2179 USD, 2175 USD, 2173 USD, 2165 USD, 2128 USD, 2127 USD, 2124 USD, 2087 USD, 2071 USD, 2053 USD, 2042 USD, 2041 USD, 2041 USD, 1955 USD, 1949 USD, 1892 USD, 1874 USD, 1860 USD, 1848 USD, 1848 USD, 1819 USD, 1790 USD, 1762 USD, 1759 USD, 1741 USD, 1719 USD, 1705 USD, 1700 USD, 1700 USD, 1687 USD, 1632 USD, 1627 USD, 1624 USD, 1619 USD, 1609 USD, 1603 USD, 1602 USD, 1600 USD, 1600 USD, 1595 USD, 1588 USD, 1571 USD, 1560 USD, 1555 USD, 1552 USD, 1551 USD, 1525 USD, 1446 USD, 1441 USD, 1440 USD, 1432 USD, 1421 USD, 1420 USD, 1416 USD, 1413 USD, 1393 USD, 1383 USD, 1383 USD, 1375 USD, 1374 USD, 1341 USD, 1336 USD, 1325 USD, 1323 USD, 1321 USD, 1314 USD, 1314 USD, 1301 USD, 1299 USD, 1283 USD, 1255 USD, 1246 USD, 1245 USD, 1225 USD, 1222 USD, 1218 USD, 1209 USD, 1202 USD, 1185 USD, 1184 USD, 1157 USD, 1155 USD, 1154 USD, 1145 USD, 1135 USD, 1128 USD, 1126 USD, 1119 USD, 1112 USD, 1097 USD, 1096 USD, 1093 USD, 1087 USD, 1063 USD, 1060 USD, 1058 USD, 1046 USD, 1044 USD, 1041 USD, 1039 USD, 1032 USD, 1031 USD, 1009 USD, 1006 USD, 1002 USD, 994 USD, 991 USD, 989 USD, 987 USD, 976 USD, 974 USD, 967 USD, 966 USD, 963 USD, 959 USD, 958 USD, 955 USD, 954 USD, 938 USD, 911 USD, 909 USD, 902 USD, 897 USD, 888 USD, 887 USD, 887 USD, 886 USD, 884 USD, 881 USD, 870 USD, 856 USD, 848 USD, 847 USD, 836 USD, 830 USD, 821 USD, 815 USD, 814 USD, 813 USD, 811 USD, 808 USD, 796 USD, 789 USD, 773 USD, 762 USD, 759 USD, 752 USD, 749 USD, 747 USD, 738 USD, 736 USD, 716 USD, 713 USD, 712 USD, 707 USD, 703 USD, 703 USD, 686 USD, 683 USD, 680 USD, 655 USD, 649 USD, 641 USD, 639 USD, 633 USD, 616 USD, 601 USD, 600 USD, 596 USD, 563 USD, 490 USD, 486 USD, 446 USD, 62 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([468800 USD, 213642 USD, 186500 USD, 172270 USD, 132455 USD, 130714 USD, 108560 USD, 108306 USD, 100530 USD, 97268 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": "130537",
"line": "savings",
"label": "Savings and temporary cash investments (line 2)",
"share": "0.0108010779481915308302400394918"
},
{
"fmv": "4810170",
"line": "stock",
"label": "Corporate stock (line 10b)",
"share": "0.398009921432639449762869766903"
},
{
"fmv": "1750917",
"line": "bonds",
"label": "Corporate bonds (line 10c)",
"share": "0.144876862482006408808930795306"
},
{
"fmv": "439600",
"line": "land",
"label": "Land and buildings held as investments (line 11)",
"share": "0.036374007875353324750634083521"
},
{
"fmv": "191892",
"line": "other",
"label": "Other investments (line 13)",
"share": "0.0158778005441703826047513092698"
}
],
"kind": "public-filing-990pf",
"lens": "AXIOM",
"build": {
"commit": "7dd856f88a5ecf553ea48f52397c50a503af0e0d",
"digest": "b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b"
},
"filer": {
"ein": "202601947",
"name": "Jeffers 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": "386048",
"label": "Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)",
"verdict": "rounding",
"difference": "-0.2",
"recomputed": "386048.2"
},
{
"id": "excise_tax",
"note": null,
"filed": "3867",
"label": "Excise tax: 1.39% of net investment income (Part V line 1)",
"verdict": "rounding",
"difference": "-0.119",
"recomputed": "3867.119"
},
{
"id": "distributable_amount",
"note": null,
"filed": "382181",
"label": "Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)",
"verdict": "exact",
"difference": "0",
"recomputed": "382181"
}
],
"engine": "kernel@2026-09-15.1",
"source": {
"form": "990-PF",
"lines": {
"netInvestmentIncome": "278210",
"grossInvestmentIncome": "382083",
"netNoncharitableAssets": "7720964",
"undistributedCurrentYear": "0"
},
"period": {
"end": "2025-12-31",
"days": 365,
"begin": "2025-01-01"
},
"amended": false,
"foreign": {
"organization": false,
"meets85PctTest": false
},
"objectId": "202631209349100318",
"returnTs": "2026-04-30T09:23:16-05:00",
"operating": false,
"sourceSha256": "58472e7bfbd0e2d35939e35fc98a1d3505af32cef1f6f8d56d6ee69a83ca6691",
"returnVersion": "2025v4.1",
"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 = 12085553 USD\nlet mix_savings = share(130537 USD, total_assets_fmv)\nlet mix_stock = share(4810170 USD, total_assets_fmv)\nlet mix_bonds = share(1750917 USD, total_assets_fmv)\nlet mix_land = share(439600 USD, total_assets_fmv)\nlet mix_other = share(191892 USD, total_assets_fmv)\nlet net_noncharitable_assets = 7720964 USD\nlet mir_filed = 386048 USD\nlet mir_recomputed = net_noncharitable_assets * 5%\nlet mir_difference = mir_filed - mir_recomputed\nlet net_investment_income = 278210 USD\nlet excise_filed = 3867 USD\nlet excise_recomputed = net_investment_income * 1.39%\nlet excise_difference = excise_filed - excise_recomputed\nlet distributable_filed = 382181 USD\nlet distributable_recomputed = 386048 USD - 3867 USD + 0 USD - 0 USD\nlet distributable_difference = distributable_filed - distributable_recomputed\nlet qualifying_distributions = 673090 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 = [468800 USD, 213642 USD, 186500 USD, 172270 USD, 132455 USD, 130714 USD, 108560 USD, 108306 USD, 100530 USD, 97268 USD, 92328 USD, 90592 USD, 86234 USD, 85532 USD, 81380 USD, 73680 USD, 70654 USD, 70294 USD, 68820 USD, 57870 USD, 57197 USD, 56885 USD, 55046 USD, 49096 USD, 48489 USD, 46428 USD, 45400 USD, 41599 USD, 39605 USD, 39405 USD, 39018 USD, 38876 USD, 38380 USD, 36956 USD, 33944 USD, 33668 USD, 33521 USD, 31290 USD, 31259 USD, 29315 USD, 27732 USD, 24984 USD, 24694 USD, 23757 USD, 23330 USD, 21002 USD, 20604 USD, 19183 USD, 18624 USD, 15854 USD, 14754 USD, 14643 USD, 14345 USD, 13497 USD, 12587 USD, 12489 USD, 12445 USD, 11287 USD, 11103 USD, 11089 USD, 10766 USD, 10593 USD, 10330 USD, 10210 USD, 9443 USD, 9314 USD, 9171 USD, 8861 USD, 8787 USD, 8307 USD, 8124 USD, 8054 USD, 8029 USD, 8002 USD, 7916 USD, 7893 USD, 7825 USD, 7822 USD, 7762 USD, 7659 USD, 7604 USD, 7551 USD, 7483 USD, 7341 USD, 7326 USD, 7320 USD, 7318 USD, 7093 USD, 7073 USD, 6991 USD, 6715 USD, 6695 USD, 6533 USD, 6448 USD, 6204 USD, 6116 USD, 6071 USD, 6054 USD, 6029 USD, 5996 USD, 5984 USD, 5967 USD, 5900 USD, 5880 USD, 5792 USD, 5764 USD, 5713 USD, 5693 USD, 5665 USD, 5609 USD, 5608 USD, 5581 USD, 5543 USD, 5390 USD, 5350 USD, 5342 USD, 5322 USD, 5281 USD, 5269 USD, 5248 USD, 5245 USD, 5186 USD, 5061 USD, 5043 USD, 5030 USD, 4989 USD, 4957 USD, 4948 USD, 4948 USD, 4913 USD, 4894 USD, 4891 USD, 4869 USD, 4837 USD, 4819 USD, 4798 USD, 4733 USD, 4669 USD, 4661 USD, 4624 USD, 4598 USD, 4589 USD, 4501 USD, 4490 USD, 4446 USD, 4438 USD, 4433 USD, 4417 USD, 4387 USD, 4386 USD, 4383 USD, 4382 USD, 4323 USD, 4323 USD, 4312 USD, 4292 USD, 4289 USD, 4276 USD, 4238 USD, 4225 USD, 4220 USD, 4197 USD, 4189 USD, 4188 USD, 4151 USD, 4112 USD, 4068 USD, 3968 USD, 3950 USD, 3922 USD, 3841 USD, 3832 USD, 3826 USD, 3781 USD, 3724 USD, 3693 USD, 3688 USD, 3686 USD, 3672 USD, 3623 USD, 3590 USD, 3561 USD, 3533 USD, 3520 USD, 3515 USD, 3491 USD, 3438 USD, 3410 USD, 3408 USD, 3399 USD, 3397 USD, 3389 USD, 3386 USD, 3378 USD, 3373 USD, 3365 USD, 3341 USD, 3318 USD, 3308 USD, 3301 USD, 3263 USD, 3214 USD, 3195 USD, 3188 USD, 3188 USD, 3133 USD, 3132 USD, 3112 USD, 3080 USD, 3005 USD, 3003 USD, 2996 USD, 2974 USD, 2968 USD, 2938 USD, 2924 USD, 2910 USD, 2895 USD, 2890 USD, 2865 USD, 2857 USD, 2833 USD, 2824 USD, 2811 USD, 2807 USD, 2801 USD, 2798 USD, 2787 USD, 2781 USD, 2774 USD, 2764 USD, 2719 USD, 2695 USD, 2670 USD, 2637 USD, 2622 USD, 2542 USD, 2538 USD, 2457 USD, 2429 USD, 2429 USD, 2428 USD, 2423 USD, 2398 USD, 2397 USD, 2393 USD, 2388 USD, 2370 USD, 2362 USD, 2359 USD, 2350 USD, 2334 USD, 2308 USD, 2305 USD, 2295 USD, 2294 USD, 2293 USD, 2280 USD, 2264 USD, 2247 USD, 2247 USD, 2240 USD, 2235 USD, 2204 USD, 2189 USD, 2185 USD, 2179 USD, 2175 USD, 2173 USD, 2165 USD, 2128 USD, 2127 USD, 2124 USD, 2087 USD, 2071 USD, 2053 USD, 2042 USD, 2041 USD, 2041 USD, 1955 USD, 1949 USD, 1892 USD, 1874 USD, 1860 USD, 1848 USD, 1848 USD, 1819 USD, 1790 USD, 1762 USD, 1759 USD, 1741 USD, 1719 USD, 1705 USD, 1700 USD, 1700 USD, 1687 USD, 1632 USD, 1627 USD, 1624 USD, 1619 USD, 1609 USD, 1603 USD, 1602 USD, 1600 USD, 1600 USD, 1595 USD, 1588 USD, 1571 USD, 1560 USD, 1555 USD, 1552 USD, 1551 USD, 1525 USD, 1446 USD, 1441 USD, 1440 USD, 1432 USD, 1421 USD, 1420 USD, 1416 USD, 1413 USD, 1393 USD, 1383 USD, 1383 USD, 1375 USD, 1374 USD, 1341 USD, 1336 USD, 1325 USD, 1323 USD, 1321 USD, 1314 USD, 1314 USD, 1301 USD, 1299 USD, 1283 USD, 1255 USD, 1246 USD, 1245 USD, 1225 USD, 1222 USD, 1218 USD, 1209 USD, 1202 USD, 1185 USD, 1184 USD, 1157 USD, 1155 USD, 1154 USD, 1145 USD, 1135 USD, 1128 USD, 1126 USD, 1119 USD, 1112 USD, 1097 USD, 1096 USD, 1093 USD, 1087 USD, 1063 USD, 1060 USD, 1058 USD, 1046 USD, 1044 USD, 1041 USD, 1039 USD, 1032 USD, 1031 USD, 1009 USD, 1006 USD, 1002 USD, 994 USD, 991 USD, 989 USD, 987 USD, 976 USD, 974 USD, 967 USD, 966 USD, 963 USD, 959 USD, 958 USD, 955 USD, 954 USD, 938 USD, 911 USD, 909 USD, 902 USD, 897 USD, 888 USD, 887 USD, 887 USD, 886 USD, 884 USD, 881 USD, 870 USD, 856 USD, 848 USD, 847 USD, 836 USD, 830 USD, 821 USD, 815 USD, 814 USD, 813 USD, 811 USD, 808 USD, 796 USD, 789 USD, 773 USD, 762 USD, 759 USD, 752 USD, 749 USD, 747 USD, 738 USD, 736 USD, 716 USD, 713 USD, 712 USD, 707 USD, 703 USD, 703 USD, 686 USD, 683 USD, 680 USD, 655 USD, 649 USD, 641 USD, 639 USD, 633 USD, 616 USD, 601 USD, 600 USD, 596 USD, 563 USD, 490 USD, 486 USD, 446 USD, 62 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([468800 USD, 213642 USD, 186500 USD, 172270 USD, 132455 USD, 130714 USD, 108560 USD, 108306 USD, 100530 USD, 97268 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_land": "0.036374007875353324750634083521",
"mir_filed": "386048 USD",
"mix_bonds": "0.144876862482006408808930795306",
"mix_other": "0.0158778005441703826047513092698",
"mix_stock": "0.398009921432639449762869766903",
"mix_savings": "0.0108010779481915308302400394918",
"payout_rate": "0.0871769380092952123594929337839",
"stock_count": "440",
"excise_filed": "3867 USD",
"largest_stock": "468800 USD",
"mir_difference": "-0.2 USD",
"mir_recomputed": "386048.2 USD",
"payout_coverage": "1.76118122041650422182159761998",
"total_assets_fmv": "12085553 USD",
"excise_difference": "-0.119 USD",
"excise_recomputed": "3867.119 USD",
"distributable_filed": "382181 USD",
"stock_concentration": "0.0223223726094163662874227101021",
"top10_share_of_stock": "0.357377182095435296465613481436",
"net_investment_income": "278210 USD",
"distributable_difference": "0 USD",
"distributable_recomputed": "382181 USD",
"effective_stock_holdings": "44.7981053581268789933791976704",
"net_noncharitable_assets": "7720964 USD",
"qualifying_distributions": "673090 USD",
"undistributed_to_next_year": "0 USD",
"largest_stock_share_of_assets": "0.0387901157688026356758354375675",
"largest_stock_halved_share_of_assets": "0.0193950578844013178379177187837"
},
"version": 2,
"holdings": {
"tie": "exact",
"top": [
{
"fmv": "468800",
"name": "NETFLIX INC",
"shareOfAssets": "0.0387901157688026356758354375675"
},
{
"fmv": "213642",
"name": "SANDISK CORPORATION",
"shareOfAssets": "0.0176774699511060850918447836024"
},
{
"fmv": "186500",
"name": "NVIDIA CORPORATION",
"shareOfAssets": "0.0154316480180923454640428948514"
},
{
"fmv": "172270",
"name": "WESTERN DIGITAL CORPORATION",
"shareOfAssets": "0.0142542091371408490782341527938"
},
{
"fmv": "132455",
"name": "SALESFORCE INC",
"shareOfAssets": "0.0109597798296859068012857996651"
},
{
"fmv": "130714",
"name": "GE VERNOVA INC",
"shareOfAssets": "0.0108157235337100420642729381105"
},
{
"fmv": "108560",
"name": "BOEING CO",
"shareOfAssets": "0.00898262578468689020684448613977"
},
{
"fmv": "108306",
"name": "EXXON MOBIL CORP",
"shareOfAssets": "0.00896160895575072154331704970389"
},
{
"fmv": "100530",
"name": "BERKSHIRE HATHAWAY CL-B NEW",
"shareOfAssets": "0.008318196113988329702414113777"
},
{
"fmv": "97268",
"name": "ROCKWELL AUTOMATION INC",
"shareOfAssets": "0.00804828707465847859837278443113"
}
],
"count": 440,
"schedule": "Corporate stock (line 10b)"
},
"refusals": [],
"blankLines": [],
"kernelProof": "492fce0dffd35fc4063a24db6ec8086c23990aa19dc7c3ff2441ac4dff0e156a",
"otherInvestments": [
{
"fmv": "71525",
"name": "CSFB MTG PTC",
"shareOfAssets": "0.00591822318763568369606256329355"
},
{
"fmv": "32588",
"name": "CWALT 2005",
"shareOfAssets": "0.00269644260382623782296101800224"
},
{
"fmv": "30963",
"name": "CMSI 2006",
"shareOfAssets": "0.00256198454468736349921265497739"
},
{
"fmv": "27271",
"name": "CWHL 2005",
"shareOfAssets": "0.00225649583432384103565637418495"
},
{
"fmv": "21823",
"name": "BOAA 3005-10",
"shareOfAssets": "0.00180570967666932576440647771765"
}
]
}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.