Sealed proof · filed Form 990-PF
MURIEL WHITESIDE CHARITABLE TR
EIN 41-6370669, 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 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 distributions1.14×
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 rate5.6%
of net noncharitable-use assets; the legal test is the distributable amount, not this rate
Assets at fair market value$33.1M
end of the tax year, Part II
Largest listed stock5.1%
594918104 MICROSOFT CORP COM
If that stock halved−2.5%
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
MURIEL WHITESIDE CHARITABLE TR · 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/d429b9ea01f6 — it fits on a printed page, and whoever opens it can run the same check.
The return’s own arithmetic, re-done
| Line | As filed | Recomputed | Result |
|---|---|---|---|
| Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6) | $1,589,537 | $1,589,537.35 | recomputes, within the form's whole-dollar rounding (difference −$0.35) |
| Excise tax: 1.39% of net investment income (Part V line 1) | $28,516 | $28,516.4338 | recomputes, within the form's whole-dollar rounding (difference −$0.4338) |
| Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7) | $1,561,021 | $1,561,021 | 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) | $257,946 | 0.8% |
| Corporate stock (line 10b) | $9.6M | 28.9% |
| Other investments (line 13) | $23.2M | 70.3% |
The ten largest listed stocks, of 108 on the schedule
The schedule ties to Part II line 10b exactly. It behaves like 20.0 equal holdings; the ten largest are 51.4% of the listed stock.
| Stock, as listed | Fair market value | Share of assets |
|---|---|---|
| 594918104 MICROSOFT CORP COM | $1.7M | 5.1% |
| 22160K105 COSTCO WHSL CORP | $517,404 | 1.6% |
| 68389X105 ORACLE CORPORATION | $506,766 | 1.5% |
| G1151C101 ACCENTURE PLC IRELAN | $378,840 | 1.1% |
| 931142103 WALMART INC COM | $369,436 | 1.1% |
| 580135101 MCDONALDS CORP COM | $358,198 | 1.1% |
| 037833100 APPLE INC COM | $295,784 | 0.9% |
| 17275R102 CISCO SYSTEMS INC | $271,916 | 0.8% |
| 478160104 JOHNSON JOHNSON | $267,172 | 0.8% |
| H1467J104 CHUBB LIMITED COM | $264,054 | 0.8% |
Largest other investments (line 13), as listed
| 922908710 VANGUARD 500 INDEX A | $4.2M | 12.8% |
| 99MINBLL1 VARIOUS MINERAL ASSE | $3.7M | 11.2% |
| 46432F842 ISHARES CORE MSCI EA | $2.6M | 8.0% |
| 464287226 ISHARES CORE U.S. AG | $2.2M | 6.6% |
| 922908645 VANGUARD MID-CAP IND | $2.1M | 6.2% |
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 $1,589,537; recomputed $1,589,537.35; agrees within the form's whole-dollar rounding. |
| Excise tax | Part V line 1 against 1.39% of net investment income | agrees | Filed $28,516; recomputed $28,516.43; 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 $1,561,021; recomputed $1,561,021; agrees to the dollar. |
| Payout coverage | Part XI total against Part X line 7 | reported | Qualifying distributions $1,774,794 against a distributable amount of $1,561,021 (1.14×). |
| 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 | 108 listed holdings sum to Part II line 10b exactly; the largest is 5.1% 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) | $28,516 | Projected under the assumptions below |
| December 31, 2027 | Distributable amount for the year ending 31 December 2026, to be paid out | $1,561,020 | 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 $1,271,629, $317,907 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, $31790747; the thirteen-month average is not observable from a filing.
- Net investment income for that year equals this return's, $2051542.
- 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)
e46de027e6862793…· 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
d429b9ea01f6d07c1dbb035416fc4fa5c9782259fa183b00ba27b9ee195cdde8 · recomputed now, matchesreturn Form 990-PF, IRS object
202601259349101915, schema 2025v4.0 — the file as the IRS published it hashes to 691f4810aacfc316…source file
202601259349101915_public.xml inside 2026_TEOS_XML_05A.zip at irs.gov — not part of the seal; fetch it yourself with verify_proof.py d429b9ea01f6 --fetcharithmetic
kernel@2026-09-15.1 · kernel proof 85f91178a404658d…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 = 33055203 USD let mix_savings = share(257946 USD, total_assets_fmv) let mix_stock = share(9550978 USD, total_assets_fmv) let mix_other = share(23234772 USD, total_assets_fmv) let net_noncharitable_assets = 31790747 USD let mir_filed = 1589537 USD let mir_recomputed = net_noncharitable_assets * 5% let mir_difference = mir_filed - mir_recomputed let net_investment_income = 2051542 USD let excise_filed = 28516 USD let excise_recomputed = net_investment_income * 1.39% let excise_difference = excise_filed - excise_recomputed let distributable_filed = 1561021 USD let distributable_recomputed = 1589537 USD - 28516 USD + 0 USD - 0 USD let distributable_difference = distributable_filed - distributable_recomputed let qualifying_distributions = 1774794 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 = [1676711 USD, 517404 USD, 506766 USD, 378840 USD, 369436 USD, 358198 USD, 295784 USD, 271916 USD, 267172 USD, 264054 USD, 256592 USD, 254316 USD, 241160 USD, 211076 USD, 169488 USD, 153710 USD, 137470 USD, 124890 USD, 110985 USD, 110040 USD, 108612 USD, 107472 USD, 103613 USD, 102758 USD, 95565 USD, 90780 USD, 82942 USD, 81381 USD, 80779 USD, 80224 USD, 80050 USD, 74501 USD, 71791 USD, 65291 USD, 64639 USD, 64600 USD, 64202 USD, 62640 USD, 61095 USD, 59805 USD, 57772 USD, 53898 USD, 52358 USD, 44280 USD, 43530 USD, 41402 USD, 38628 USD, 32230 USD, 30048 USD, 29885 USD, 29561 USD, 29092 USD, 28034 USD, 27602 USD, 27548 USD, 27513 USD, 27162 USD, 25346 USD, 24386 USD, 22480 USD, 21730 USD, 21678 USD, 20057 USD, 19441 USD, 18316 USD, 18237 USD, 18160 USD, 18113 USD, 17268 USD, 16743 USD, 16315 USD, 16083 USD, 15741 USD, 15243 USD, 14924 USD, 14911 USD, 14729 USD, 14721 USD, 14405 USD, 13386 USD, 13115 USD, 12844 USD, 12801 USD, 12327 USD, 12069 USD, 11399 USD, 11233 USD, 11099 USD, 10724 USD, 9905 USD, 9709 USD, 9668 USD, 9537 USD, 8189 USD, 8015 USD, 7639 USD, 7325 USD, 7218 USD, 7046 USD, 6901 USD, 6638 USD, 6636 USD, 5614 USD, 5455 USD, 5439 USD, 4671 USD, 4455 USD, 1603 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([1676711 USD, 517404 USD, 506766 USD, 378840 USD, 369436 USD, 358198 USD, 295784 USD, 271916 USD, 267172 USD, 264054 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": "257946",
"line": "savings",
"label": "Savings and temporary cash investments (line 2)",
"share": "0.0078034916318620097417039005932"
},
{
"fmv": "9550978",
"line": "stock",
"label": "Corporate stock (line 10b)",
"share": "0.288940231285223085757482717622"
},
{
"fmv": "23234772",
"line": "other",
"label": "Other investments (line 13)",
"share": "0.702908162445712404186415070571"
}
],
"kind": "public-filing-990pf",
"lens": "AXIOM",
"build": {
"commit": "7dd856f88a5ecf553ea48f52397c50a503af0e0d",
"digest": "b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b"
},
"filer": {
"ein": "416370669",
"name": "MURIEL WHITESIDE CHARITABLE TR"
},
"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": "1589537",
"label": "Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)",
"verdict": "rounding",
"difference": "-0.35",
"recomputed": "1589537.35"
},
{
"id": "excise_tax",
"note": null,
"filed": "28516",
"label": "Excise tax: 1.39% of net investment income (Part V line 1)",
"verdict": "rounding",
"difference": "-0.4338",
"recomputed": "28516.4338"
},
{
"id": "distributable_amount",
"note": null,
"filed": "1561021",
"label": "Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)",
"verdict": "exact",
"difference": "0",
"recomputed": "1561021"
}
],
"engine": "kernel@2026-09-15.1",
"source": {
"form": "990-PF",
"lines": {
"netInvestmentIncome": "2051542",
"grossInvestmentIncome": "2487132",
"netNoncharitableAssets": "31790747",
"undistributedCurrentYear": "0"
},
"period": {
"end": "2025-12-31",
"days": 365,
"begin": "2025-01-01"
},
"amended": false,
"foreign": {
"organization": false,
"meets85PctTest": false
},
"objectId": "202601259349101915",
"returnTs": "2026-05-05T09:01:09-05:00",
"operating": false,
"sourceSha256": "691f4810aacfc316ac150c19cdbd3fc018bd2e7907c2269011211b19a773bd58",
"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 = 33055203 USD\nlet mix_savings = share(257946 USD, total_assets_fmv)\nlet mix_stock = share(9550978 USD, total_assets_fmv)\nlet mix_other = share(23234772 USD, total_assets_fmv)\nlet net_noncharitable_assets = 31790747 USD\nlet mir_filed = 1589537 USD\nlet mir_recomputed = net_noncharitable_assets * 5%\nlet mir_difference = mir_filed - mir_recomputed\nlet net_investment_income = 2051542 USD\nlet excise_filed = 28516 USD\nlet excise_recomputed = net_investment_income * 1.39%\nlet excise_difference = excise_filed - excise_recomputed\nlet distributable_filed = 1561021 USD\nlet distributable_recomputed = 1589537 USD - 28516 USD + 0 USD - 0 USD\nlet distributable_difference = distributable_filed - distributable_recomputed\nlet qualifying_distributions = 1774794 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 = [1676711 USD, 517404 USD, 506766 USD, 378840 USD, 369436 USD, 358198 USD, 295784 USD, 271916 USD, 267172 USD, 264054 USD, 256592 USD, 254316 USD, 241160 USD, 211076 USD, 169488 USD, 153710 USD, 137470 USD, 124890 USD, 110985 USD, 110040 USD, 108612 USD, 107472 USD, 103613 USD, 102758 USD, 95565 USD, 90780 USD, 82942 USD, 81381 USD, 80779 USD, 80224 USD, 80050 USD, 74501 USD, 71791 USD, 65291 USD, 64639 USD, 64600 USD, 64202 USD, 62640 USD, 61095 USD, 59805 USD, 57772 USD, 53898 USD, 52358 USD, 44280 USD, 43530 USD, 41402 USD, 38628 USD, 32230 USD, 30048 USD, 29885 USD, 29561 USD, 29092 USD, 28034 USD, 27602 USD, 27548 USD, 27513 USD, 27162 USD, 25346 USD, 24386 USD, 22480 USD, 21730 USD, 21678 USD, 20057 USD, 19441 USD, 18316 USD, 18237 USD, 18160 USD, 18113 USD, 17268 USD, 16743 USD, 16315 USD, 16083 USD, 15741 USD, 15243 USD, 14924 USD, 14911 USD, 14729 USD, 14721 USD, 14405 USD, 13386 USD, 13115 USD, 12844 USD, 12801 USD, 12327 USD, 12069 USD, 11399 USD, 11233 USD, 11099 USD, 10724 USD, 9905 USD, 9709 USD, 9668 USD, 9537 USD, 8189 USD, 8015 USD, 7639 USD, 7325 USD, 7218 USD, 7046 USD, 6901 USD, 6638 USD, 6636 USD, 5614 USD, 5455 USD, 5439 USD, 4671 USD, 4455 USD, 1603 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([1676711 USD, 517404 USD, 506766 USD, 378840 USD, 369436 USD, 358198 USD, 295784 USD, 271916 USD, 267172 USD, 264054 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": "1589537 USD",
"mix_other": "0.702908162445712404186415070571",
"mix_stock": "0.288940231285223085757482717622",
"mix_savings": "0.0078034916318620097417039005932",
"payout_rate": "0.0558273764375527256405771150958",
"stock_count": "108",
"excise_filed": "28516 USD",
"largest_stock": "1676711 USD",
"mir_difference": "-0.35 USD",
"mir_recomputed": "1589537.35 USD",
"payout_coverage": "1.1369443460401878001641233526",
"total_assets_fmv": "33055203 USD",
"excise_difference": "-0.4338 USD",
"excise_recomputed": "28516.4338 USD",
"distributable_filed": "1561021 USD",
"stock_concentration": "0.0499786179460074423695517418927",
"top10_share_of_stock": "0.513694094992156824149317483508",
"net_investment_income": "2051542 USD",
"distributable_difference": "0 USD",
"distributable_recomputed": "1561021 USD",
"effective_stock_holdings": "20.0085564806996691842550722153",
"net_noncharitable_assets": "31790747 USD",
"qualifying_distributions": "1774794 USD",
"undistributed_to_next_year": "0 USD",
"largest_stock_share_of_assets": "0.050724571257359998666473172166",
"largest_stock_halved_share_of_assets": "0.025362285628679999333236586083"
},
"version": 2,
"holdings": {
"tie": "exact",
"top": [
{
"fmv": "1676711",
"name": "594918104 MICROSOFT CORP COM",
"shareOfAssets": "0.050724571257359998666473172166"
},
{
"fmv": "517404",
"name": "22160K105 COSTCO WHSL CORP",
"shareOfAssets": "0.0156527249280544427453674993313"
},
{
"fmv": "506766",
"name": "68389X105 ORACLE CORPORATION",
"shareOfAssets": "0.0153308996468725362237224802401"
},
{
"fmv": "378840",
"name": "G1151C101 ACCENTURE PLC IRELAN",
"shareOfAssets": "0.0114608281183449395243465907621"
},
{
"fmv": "369436",
"name": "931142103 WALMART INC COM",
"shareOfAssets": "0.0111763343277607461675549231992"
},
{
"fmv": "358198",
"name": "580135101 MCDONALDS CORP COM",
"shareOfAssets": "0.0108363575924794653356084365901"
},
{
"fmv": "295784",
"name": "037833100 APPLE INC COM",
"shareOfAssets": "0.00894818283221555166368211382638"
},
{
"fmv": "271916",
"name": "17275R102 CISCO SYSTEMS INC",
"shareOfAssets": "0.00822611798814244159988973596683"
},
{
"fmv": "267172",
"name": "478160104 JOHNSON JOHNSON",
"shareOfAssets": "0.00808260049106338871977279945914"
},
{
"fmv": "264054",
"name": "H1467J104 CHUBB LIMITED COM",
"shareOfAssets": "0.00798827343459364022057283992478"
}
],
"count": 108,
"schedule": "Corporate stock (line 10b)"
},
"refusals": [],
"blankLines": [],
"kernelProof": "85f91178a404658dd1cb41c19c76e05f32315914ae7a5e1764080e52a737841f",
"otherInvestments": [
{
"fmv": "4235250",
"name": "922908710 VANGUARD 500 INDEX A",
"shareOfAssets": "0.12812657662395841284048384153"
},
{
"fmv": "3699304",
"name": "99MINBLL1 VARIOUS MINERAL ASSE",
"shareOfAssets": "0.111912911259386305992433324339"
},
{
"fmv": "2639070",
"name": "46432F842 ISHARES CORE MSCI EA",
"shareOfAssets": "0.0798382632833929351454898038291"
},
{
"fmv": "2197360",
"name": "464287226 ISHARES CORE U.S. AG",
"shareOfAssets": "0.0664754652996685574733877749896"
},
{
"fmv": "2055933",
"name": "922908645 VANGUARD MID-CAP IND",
"shareOfAssets": "0.0621969558014815398350450305811"
}
]
}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.