Sealed proof · filed Form 990-PF

POTT FOUNDATION

EIN 43-6041541, 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 HERMAN T AND PHENIE R POTT 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 5, 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 rate4.7%

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

Assets at fair market value$32.2M

end of the tax year, Part II

Largest listed stock3.0%

594918104 MICROSOFT CORP COM

If that stock halved−1.5%

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

POTT FOUNDATION · 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/d28b2ee62f4c — 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)	$1,517,512	$1,517,512.35	recomputes, within the form's whole-dollar rounding (difference −$0.35)
Excise tax: 1.39% of net investment income (Part V line 1)	$26,363	$26,362.7817	recomputes, within the form's whole-dollar rounding (difference $0.2183)
Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)	$1,491,149	$1,491,149	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
Savings and temporary cash investments (line 2)	$422,482	1.3%
Corporate stock (line 10b)	$17.7M	55.0%
Corporate bonds (line 10c)	$418,092	1.3%
Other investments (line 13)	$13.6M	42.4%

The ten largest listed stocks, of 207 on the schedule

The schedule ties to Part II line 10b exactly. It behaves like 70.1 equal holdings; the ten largest are 28.0% of the listed stock.

The ten largest listed stocks
Stock, as listed	Fair market value	Share of assets
594918104 MICROSOFT CORP COM	$955,150	3.0%
02079K305 ALPHABET INC CL A	$893,615	2.8%
037833100 APPLE INC COM	$647,842	2.0%
67066G104 NVIDIA CORP COM	$592,884	1.8%
30303M102 META PLATFORMS INC	$374,271	1.2%
46625H100 JPMORGAN CHASE CO	$348,964	1.1%
023135106 AMAZON.COM INC	$309,760	1.0%
11135F101 BROADCOM INC	$290,378	0.9%
437076102 HOME DEPOT INC	$271,495	0.8%
771195104 ROCHE HOLDINGS LTD S	$261,666	0.8%

Largest other investments (line 13), as listed

Largest other investments, line 13
464287226 ISHARES CORE U.S. AG	$2.5M	7.9%
779556406 ROWE T PRICE MID CAP	$1.9M	5.9%
949915482 ALLSPRING SPECIAL MI	$1.8M	5.6%
46434G103 ISHARES CORE MSCI EM	$1.8M	5.5%
31420B300 FEDERATED HERMES INS	$1.4M	4.4%

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 $1,517,512; recomputed $1,517,512.35; agrees within the form's whole-dollar rounding.
Excise tax	Part V line 1 against 1.39% of net investment income	agrees	Filed $26,363; recomputed $26,362.78; 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 $1,491,149; recomputed $1,491,149; agrees to the dollar.
Payout coverage	Part XI total against Part X line 7	reported	Qualifying distributions $1,441,078 against a distributable amount of $1,491,149 (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	207 listed holdings sum to Part II line 10b exactly; the largest is 3.0% 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 5 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)	$26,362	Projected under the assumptions below
December 31, 2027	Distributable amount for the year ending 31 December 2026, to be paid out	$1,491,149	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 $1,214,009, $303,502 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, $30350247; the thirteen-month average is not observable from a filing.
Net investment income for that year equals this return's, $1896603.
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) 8b2708a944776cc1… · 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 d28b2ee62f4cbfcab0622c5290f4d3766b9d97f8b9f111298e61bcb63a92832e · recomputed now, matches

return Form 990-PF, IRS object 202601259349101225, schema 2025v4.0 — the file as the IRS published it hashes to d70953b9dd694d84…

source file 202601259349101225_public.xml inside 2026_TEOS_XML_05A.zip at irs.gov — not part of the seal; fetch it yourself with verify_proof.py d28b2ee62f4c --fetch

arithmetic kernel@2026-09-15.1 · kernel proof 74d90bc7c4f28b3f…

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 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 = 32153652 USD
let mix_savings = share(422482 USD, total_assets_fmv)
let mix_stock = share(17669543 USD, total_assets_fmv)
let mix_bonds = share(418092 USD, total_assets_fmv)
let mix_other = share(13626371 USD, total_assets_fmv)
let net_noncharitable_assets = 30350247 USD
let mir_filed = 1517512 USD
let mir_recomputed = net_noncharitable_assets * 5%
let mir_difference = mir_filed - mir_recomputed
let net_investment_income = 1896603 USD
let excise_filed = 26363 USD
let excise_recomputed = net_investment_income * 1.39%
let excise_difference = excise_filed - excise_recomputed
let distributable_filed = 1491149 USD
let distributable_recomputed = 1517512 USD - 26363 USD + 0 USD - 0 USD
let distributable_difference = distributable_filed - distributable_recomputed
let qualifying_distributions = 1441078 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 = [955150 USD, 893615 USD, 647842 USD, 592884 USD, 374271 USD, 348964 USD, 309760 USD, 290378 USD, 271495 USD, 261666 USD, 237550 USD, 233860 USD, 224142 USD, 220215 USD, 212921 USD, 197401 USD, 191225 USD, 186239 USD, 182696 USD, 180806 USD, 172724 USD, 168112 USD, 163190 USD, 162085 USD, 158222 USD, 157982 USD, 153567 USD, 142381 USD, 139486 USD, 139479 USD, 139227 USD, 137105 USD, 137020 USD, 131171 USD, 129262 USD, 128820 USD, 125882 USD, 123150 USD, 120856 USD, 118573 USD, 117460 USD, 116758 USD, 116488 USD, 115848 USD, 115284 USD, 114494 USD, 112936 USD, 112367 USD, 110631 USD, 109357 USD, 107762 USD, 107223 USD, 105745 USD, 104696 USD, 102399 USD, 101756 USD, 101310 USD, 97063 USD, 97023 USD, 94930 USD, 94054 USD, 93449 USD, 93177 USD, 89881 USD, 89694 USD, 88704 USD, 88181 USD, 84405 USD, 84292 USD, 83004 USD, 79325 USD, 78729 USD, 74002 USD, 73898 USD, 72195 USD, 72181 USD, 71812 USD, 71403 USD, 71150 USD, 71080 USD, 70996 USD, 70745 USD, 69294 USD, 68968 USD, 67414 USD, 66830 USD, 66404 USD, 66185 USD, 65195 USD, 65152 USD, 64685 USD, 63218 USD, 62973 USD, 62971 USD, 61689 USD, 61495 USD, 60911 USD, 60305 USD, 59567 USD, 56675 USD, 56515 USD, 56406 USD, 55121 USD, 52947 USD, 52521 USD, 52071 USD, 51684 USD, 51251 USD, 50982 USD, 50745 USD, 46498 USD, 46369 USD, 45875 USD, 45481 USD, 42300 USD, 42139 USD, 41987 USD, 41940 USD, 40792 USD, 40250 USD, 40223 USD, 39519 USD, 39158 USD, 39097 USD, 37972 USD, 37906 USD, 37618 USD, 35811 USD, 35386 USD, 35308 USD, 33596 USD, 33476 USD, 33250 USD, 32827 USD, 32160 USD, 31659 USD, 30959 USD, 30074 USD, 29992 USD, 29913 USD, 29708 USD, 29334 USD, 29122 USD, 29079 USD, 26498 USD, 26097 USD, 26069 USD, 25794 USD, 25473 USD, 25338 USD, 24851 USD, 24737 USD, 24589 USD, 23861 USD, 23608 USD, 23500 USD, 23495 USD, 23453 USD, 23443 USD, 23113 USD, 22120 USD, 22042 USD, 21885 USD, 21664 USD, 21606 USD, 21549 USD, 21454 USD, 21177 USD, 20123 USD, 18968 USD, 17443 USD, 17289 USD, 15571 USD, 15270 USD, 15117 USD, 14953 USD, 13695 USD, 12986 USD, 12891 USD, 12877 USD, 12717 USD, 12454 USD, 12239 USD, 10613 USD, 10274 USD, 9338 USD, 8867 USD, 8435 USD, 7073 USD, 6860 USD, 6608 USD, 6433 USD, 6397 USD, 6379 USD, 6326 USD, 6250 USD, 6233 USD, 6134 USD, 6121 USD, 6037 USD, 6036 USD, 6028 USD, 5999 USD, 5874 USD, 5299 USD, 5045 USD, 2662 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([955150 USD, 893615 USD, 647842 USD, 592884 USD, 374271 USD, 348964 USD, 309760 USD, 290378 USD, 271495 USD, 261666 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": "422482",
      "line": "savings",
      "label": "Savings and temporary cash investments (line 2)",
      "share": "0.0131394716842739978650014623533"
    },
    {
      "fmv": "17669543",
      "line": "stock",
      "label": "Corporate stock (line 10b)",
      "share": "0.549534559868969160952541254101"
    },
    {
      "fmv": "418092",
      "line": "bonds",
      "label": "Corporate bonds (line 10c)",
      "share": "0.0130029397593778772003876884654"
    },
    {
      "fmv": "13626371",
      "line": "other",
      "label": "Other investments (line 13)",
      "share": "0.42378921685163476920133364633"
    }
  ],
  "kind": "public-filing-990pf",
  "lens": "AXIOM",
  "build": {
    "commit": "7dd856f88a5ecf553ea48f52397c50a503af0e0d",
    "digest": "b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b"
  },
  "filer": {
    "ein": "436041541",
    "name": "POTT 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": "1517512",
      "label": "Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)",
      "verdict": "rounding",
      "difference": "-0.35",
      "recomputed": "1517512.35"
    },
    {
      "id": "excise_tax",
      "note": null,
      "filed": "26363",
      "label": "Excise tax: 1.39% of net investment income (Part V line 1)",
      "verdict": "rounding",
      "difference": "0.2183",
      "recomputed": "26362.7817"
    },
    {
      "id": "distributable_amount",
      "note": null,
      "filed": "1491149",
      "label": "Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)",
      "verdict": "exact",
      "difference": "0",
      "recomputed": "1491149"
    }
  ],
  "engine": "kernel@2026-09-15.1",
  "source": {
    "form": "990-PF",
    "lines": {
      "netInvestmentIncome": "1896603",
      "grossInvestmentIncome": "2094021",
      "netNoncharitableAssets": "30350247",
      "undistributedCurrentYear": "0"
    },
    "period": {
      "end": "2025-12-31",
      "days": 365,
      "begin": "2025-01-01"
    },
    "amended": false,
    "foreign": {
      "organization": false,
      "meets85PctTest": false
    },
    "objectId": "202601259349101225",
    "returnTs": "2026-05-05T09:01:09-05:00",
    "operating": false,
    "sourceSha256": "d70953b9dd694d84844ad222928978c83a77f6a97b845cc4cf6f8101189e2480",
    "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 = 32153652 USD\nlet mix_savings = share(422482 USD, total_assets_fmv)\nlet mix_stock = share(17669543 USD, total_assets_fmv)\nlet mix_bonds = share(418092 USD, total_assets_fmv)\nlet mix_other = share(13626371 USD, total_assets_fmv)\nlet net_noncharitable_assets = 30350247 USD\nlet mir_filed = 1517512 USD\nlet mir_recomputed = net_noncharitable_assets * 5%\nlet mir_difference = mir_filed - mir_recomputed\nlet net_investment_income = 1896603 USD\nlet excise_filed = 26363 USD\nlet excise_recomputed = net_investment_income * 1.39%\nlet excise_difference = excise_filed - excise_recomputed\nlet distributable_filed = 1491149 USD\nlet distributable_recomputed = 1517512 USD - 26363 USD + 0 USD - 0 USD\nlet distributable_difference = distributable_filed - distributable_recomputed\nlet qualifying_distributions = 1441078 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 = [955150 USD, 893615 USD, 647842 USD, 592884 USD, 374271 USD, 348964 USD, 309760 USD, 290378 USD, 271495 USD, 261666 USD, 237550 USD, 233860 USD, 224142 USD, 220215 USD, 212921 USD, 197401 USD, 191225 USD, 186239 USD, 182696 USD, 180806 USD, 172724 USD, 168112 USD, 163190 USD, 162085 USD, 158222 USD, 157982 USD, 153567 USD, 142381 USD, 139486 USD, 139479 USD, 139227 USD, 137105 USD, 137020 USD, 131171 USD, 129262 USD, 128820 USD, 125882 USD, 123150 USD, 120856 USD, 118573 USD, 117460 USD, 116758 USD, 116488 USD, 115848 USD, 115284 USD, 114494 USD, 112936 USD, 112367 USD, 110631 USD, 109357 USD, 107762 USD, 107223 USD, 105745 USD, 104696 USD, 102399 USD, 101756 USD, 101310 USD, 97063 USD, 97023 USD, 94930 USD, 94054 USD, 93449 USD, 93177 USD, 89881 USD, 89694 USD, 88704 USD, 88181 USD, 84405 USD, 84292 USD, 83004 USD, 79325 USD, 78729 USD, 74002 USD, 73898 USD, 72195 USD, 72181 USD, 71812 USD, 71403 USD, 71150 USD, 71080 USD, 70996 USD, 70745 USD, 69294 USD, 68968 USD, 67414 USD, 66830 USD, 66404 USD, 66185 USD, 65195 USD, 65152 USD, 64685 USD, 63218 USD, 62973 USD, 62971 USD, 61689 USD, 61495 USD, 60911 USD, 60305 USD, 59567 USD, 56675 USD, 56515 USD, 56406 USD, 55121 USD, 52947 USD, 52521 USD, 52071 USD, 51684 USD, 51251 USD, 50982 USD, 50745 USD, 46498 USD, 46369 USD, 45875 USD, 45481 USD, 42300 USD, 42139 USD, 41987 USD, 41940 USD, 40792 USD, 40250 USD, 40223 USD, 39519 USD, 39158 USD, 39097 USD, 37972 USD, 37906 USD, 37618 USD, 35811 USD, 35386 USD, 35308 USD, 33596 USD, 33476 USD, 33250 USD, 32827 USD, 32160 USD, 31659 USD, 30959 USD, 30074 USD, 29992 USD, 29913 USD, 29708 USD, 29334 USD, 29122 USD, 29079 USD, 26498 USD, 26097 USD, 26069 USD, 25794 USD, 25473 USD, 25338 USD, 24851 USD, 24737 USD, 24589 USD, 23861 USD, 23608 USD, 23500 USD, 23495 USD, 23453 USD, 23443 USD, 23113 USD, 22120 USD, 22042 USD, 21885 USD, 21664 USD, 21606 USD, 21549 USD, 21454 USD, 21177 USD, 20123 USD, 18968 USD, 17443 USD, 17289 USD, 15571 USD, 15270 USD, 15117 USD, 14953 USD, 13695 USD, 12986 USD, 12891 USD, 12877 USD, 12717 USD, 12454 USD, 12239 USD, 10613 USD, 10274 USD, 9338 USD, 8867 USD, 8435 USD, 7073 USD, 6860 USD, 6608 USD, 6433 USD, 6397 USD, 6379 USD, 6326 USD, 6250 USD, 6233 USD, 6134 USD, 6121 USD, 6037 USD, 6036 USD, 6028 USD, 5999 USD, 5874 USD, 5299 USD, 5045 USD, 2662 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([955150 USD, 893615 USD, 647842 USD, 592884 USD, 374271 USD, 348964 USD, 309760 USD, 290378 USD, 271495 USD, 261666 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": "1517512 USD",
    "mix_bonds": "0.0130029397593778772003876884654",
    "mix_other": "0.42378921685163476920133364633",
    "mix_stock": "0.549534559868969160952541254101",
    "mix_savings": "0.0131394716842739978650014623533",
    "payout_rate": "0.047481590512261728874891858376",
    "stock_count": "207",
    "excise_filed": "26363 USD",
    "largest_stock": "955150 USD",
    "mir_difference": "-0.35 USD",
    "mir_recomputed": "1517512.35 USD",
    "payout_coverage": "0.966421196003886935510804084635",
    "total_assets_fmv": "32153652 USD",
    "excise_difference": "0.2183 USD",
    "excise_recomputed": "26362.7817 USD",
    "distributable_filed": "1491149 USD",
    "stock_concentration": "0.0142640048527239797046999581229",
    "top10_share_of_stock": "0.279918105408838247825651178415",
    "net_investment_income": "1896603 USD",
    "distributable_difference": "0 USD",
    "distributable_recomputed": "1491149 USD",
    "effective_stock_holdings": "70.1065381234100753257285289493",
    "net_noncharitable_assets": "30350247 USD",
    "qualifying_distributions": "1441078 USD",
    "undistributed_to_next_year": "0 USD",
    "largest_stock_share_of_assets": "0.0297058013814418343521289587883",
    "largest_stock_halved_share_of_assets": "0.0148529006907209171760644793941"
  },
  "version": 2,
  "holdings": {
    "tie": "exact",
    "top": [
      {
        "fmv": "955150",
        "name": "594918104 MICROSOFT CORP COM",
        "shareOfAssets": "0.0297058013814418343521289587883"
      },
      {
        "fmv": "893615",
        "name": "02079K305 ALPHABET INC CL A",
        "shareOfAssets": "0.027792021882926393555543861705"
      },
      {
        "fmv": "647842",
        "name": "037833100 APPLE INC COM",
        "shareOfAssets": "0.0201483178333832810033522786152"
      },
      {
        "fmv": "592884",
        "name": "67066G104 NVIDIA CORP COM",
        "shareOfAssets": "0.0184390874168819143778753343477"
      },
      {
        "fmv": "374271",
        "name": "30303M102 META PLATFORMS INC",
        "shareOfAssets": "0.0116400774630514754591484662458"
      },
      {
        "fmv": "348964",
        "name": "46625H100 JPMORGAN CHASE CO",
        "shareOfAssets": "0.0108530129019247953545059205094"
      },
      {
        "fmv": "309760",
        "name": "023135106 AMAZON.COM INC",
        "shareOfAssets": "0.00963374238173629546031038713736"
      },
      {
        "fmv": "290378",
        "name": "11135F101 BROADCOM INC",
        "shareOfAssets": "0.00903094926821998322305659089674"
      },
      {
        "fmv": "271495",
        "name": "437076102 HOME DEPOT INC",
        "shareOfAssets": "0.00844367538716908424585798216638"
      },
      {
        "fmv": "261666",
        "name": "771195104 ROCHE HOLDINGS LTD S",
        "shareOfAssets": "0.00813798693846658538196532076667"
      }
    ],
    "count": 207,
    "schedule": "Corporate stock (line 10b)"
  },
  "refusals": [],
  "blankLines": [],
  "kernelProof": "74d90bc7c4f28b3fb1b3aeeae4e5dfca52c664301799686b6da2dcbc3594aaea",
  "otherInvestments": [
    {
      "fmv": "2524267",
      "name": "464287226 ISHARES CORE U.S. AG",
      "shareOfAssets": "0.0785063855265958591577715651087"
    },
    {
      "fmv": "1890564",
      "name": "779556406 ROWE T PRICE MID CAP",
      "shareOfAssets": "0.0587978000135101294248006416192"
    },
    {
      "fmv": "1812565",
      "name": "949915482 ALLSPRING SPECIAL MI",
      "shareOfAssets": "0.0563719791456348411060740472031"
    },
    {
      "fmv": "1768222",
      "name": "46434G103 ISHARES CORE MSCI EM",
      "shareOfAssets": "0.0549928823015189689805686769267"
    },
    {
      "fmv": "1425338",
      "name": "31420B300 FEDERATED HERMES INS",
      "shareOfAssets": "0.0443289614504753612435688487267"
    }
  ]
}

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.