Sealed proof · filed Form 990-PF

John P McGovern Foundation

EIN 74-6053075, 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.

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 October 28, 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 distributions3.65×

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$138.4M

end of the tax year, Part II

Largest listed stock1.2%

53 The Growth Fund Of America Fund Class F2

If that stock halved−0.6%

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

John P McGovern Foundation · Form 990-PF, year ended December 31, 2024checking

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/da8badfcb3be — 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)	$6,732,165	$6,732,165.3	recomputes, within the form's whole-dollar rounding (difference −$0.3)
Excise tax: 1.39% of net investment income (Part V line 1)	$140,059	$140,059.4024	recomputes, within the form's whole-dollar rounding (difference −$0.4024)
Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)	$6,592,106	$6,592,106	recomputes exactly

Where the assets sit, at fair market value

Assets by Part II line, at fair market value
Part II line	Fair market value	Share of assets
Cash (line 1)	$474,419	0.3%
Savings and temporary cash investments (line 2)	$67.2M	48.6%
U.S. and state government obligations (line 10a)	$1.3M	0.9%
Corporate stock (line 10b)	$40.9M	29.5%
Corporate bonds (line 10c)	$28.4M	20.5%

The ten largest listed stocks, of 259 on the schedule

The schedule ties to Part II line 10b exactly. It behaves like 87.5 equal holdings; the ten largest are 27.0% of the listed stock.

The ten largest listed stocks
Stock, as listed	Fair market value	Share of assets
53 The Growth Fund Of America Fund Class F2	$1.6M	1.2%
62 American Fundamental Investors Fund Class F2	$1.5M	1.1%
52 Amer Funds Smallcap World Fund Class F2	$1.4M	1.0%
51 Amer Funds Capital World Growth & Income Fund Class F2	$1.2M	0.8%
28 Amer Funds American Balanced Fund Class F2	$1.1M	0.8%
7,699 Nvidia Corp	$1M	0.7%
2,447 Tesla Inc	$988,196	0.7%
1,390 Meta Platforms Inc Cl A	$813,859	0.6%
3,237 Amazon.Com Inc	$710,165	0.5%
737 Netflix Inc	$656,903	0.5%

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 $6,732,165; recomputed $6,732,165.3; agrees within the form's whole-dollar rounding.
Excise tax	Part V line 1 against 1.39% of net investment income	agrees	Filed $140,059; recomputed $140,059.40; 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 $6,592,106; recomputed $6,592,106; agrees to the dollar.
Payout coverage	Part XI total against Part X line 7	reported	Qualifying distributions $24,050,343 against a distributable amount of $6,592,106 (3.65×).
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	259 listed holdings sum to Part II line 10b exactly; the largest is 1.2% 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 28 October 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.	$140,059	Projected under the assumptions below
December 31, 2026	Distributable amount for the year ending 31 December 2025, to be paid out	$6,592,105	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 $5,385,732, $1,346,433 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, $134643306; the thirteen-month average is not observable from a filing.
Net investment income for that year equals this return's, $10076216.
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) 242d17d4ce73f0ba… · 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 da8badfcb3be857158c58c1a57527660be880b69d4bc0f85f6e88bd2fc3252fa · recomputed now, matches

return Form 990-PF, IRS object 202503019349101560, schema 2024v5.2 — the file as the IRS published it hashes to 86015d0730043565…

source file 202503019349101560_public.xml inside 2025_TEOS_XML_11A.zip at irs.gov — not part of the seal; fetch it yourself with verify_proof.py da8badfcb3be --fetch

arithmetic kernel@2026-09-15.1 · kernel proof 10a37e9ea21e5873…

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 = 138354350 USD
let mix_cash = share(474419 USD, total_assets_fmv)
let mix_savings = share(67245773 USD, total_assets_fmv)
let mix_government = share(1300000 USD, total_assets_fmv)
let mix_stock = share(40881029 USD, total_assets_fmv)
let mix_bonds = share(28390690 USD, total_assets_fmv)
let net_noncharitable_assets = 134643306 USD
let mir_filed = 6732165 USD
let mir_recomputed = net_noncharitable_assets * 5%
let mir_difference = mir_filed - mir_recomputed
let net_investment_income = 10076216 USD
let excise_filed = 140059 USD
let excise_recomputed = net_investment_income * 1.39%
let excise_difference = excise_filed - excise_recomputed
let distributable_filed = 6592106 USD
let distributable_recomputed = 6732165 USD - 140059 USD + 0 USD - 0 USD
let distributable_difference = distributable_filed - distributable_recomputed
let qualifying_distributions = 24050343 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 = [1608904 USD, 1543971 USD, 1398328 USD, 1171468 USD, 1106232 USD, 1033899 USD, 988196 USD, 813859 USD, 710165 USD, 656903 USD, 590229 USD, 588302 USD, 548645 USD, 527472 USD, 523583 USD, 477369 USD, 469973 USD, 466070 USD, 443938 USD, 435022 USD, 366296 USD, 351381 USD, 323177 USD, 309166 USD, 293407 USD, 283501 USD, 270185 USD, 255300 USD, 251190 USD, 246769 USD, 226899 USD, 217650 USD, 201589 USD, 199436 USD, 189086 USD, 187214 USD, 186446 USD, 181244 USD, 180199 USD, 175967 USD, 171467 USD, 170870 USD, 168446 USD, 165983 USD, 162360 USD, 161552 USD, 161435 USD, 160053 USD, 154766 USD, 154139 USD, 154081 USD, 151325 USD, 149284 USD, 149192 USD, 148595 USD, 148177 USD, 146256 USD, 141034 USD, 137918 USD, 137735 USD, 137721 USD, 132567 USD, 131881 USD, 131597 USD, 131569 USD, 131052 USD, 130769 USD, 130675 USD, 130156 USD, 129805 USD, 129467 USD, 128504 USD, 127950 USD, 127528 USD, 126343 USD, 125807 USD, 125375 USD, 125128 USD, 122749 USD, 122474 USD, 121072 USD, 120903 USD, 120335 USD, 120329 USD, 116933 USD, 115447 USD, 114830 USD, 114647 USD, 114531 USD, 114086 USD, 114024 USD, 113956 USD, 113772 USD, 112329 USD, 112161 USD, 111845 USD, 111507 USD, 111082 USD, 111058 USD, 110952 USD, 109702 USD, 108925 USD, 108641 USD, 107659 USD, 107207 USD, 107150 USD, 107053 USD, 106725 USD, 106447 USD, 106200 USD, 106043 USD, 105168 USD, 105005 USD, 104566 USD, 104497 USD, 104190 USD, 104109 USD, 103873 USD, 103812 USD, 102895 USD, 102735 USD, 102557 USD, 101540 USD, 101396 USD, 100910 USD, 100612 USD, 99389 USD, 99085 USD, 99041 USD, 98390 USD, 97763 USD, 96911 USD, 96626 USD, 96059 USD, 96048 USD, 96025 USD, 95910 USD, 94865 USD, 94015 USD, 93923 USD, 93656 USD, 93485 USD, 93270 USD, 93012 USD, 92895 USD, 92826 USD, 92592 USD, 91602 USD, 91286 USD, 90208 USD, 90169 USD, 90156 USD, 88910 USD, 88474 USD, 88363 USD, 88239 USD, 87784 USD, 87514 USD, 87130 USD, 87099 USD, 87029 USD, 86488 USD, 86206 USD, 85800 USD, 84800 USD, 84407 USD, 84281 USD, 83871 USD, 83542 USD, 83466 USD, 83418 USD, 83008 USD, 82352 USD, 81910 USD, 81798 USD, 81439 USD, 81352 USD, 80652 USD, 80591 USD, 80472 USD, 80235 USD, 79904 USD, 79574 USD, 78379 USD, 76891 USD, 76393 USD, 75106 USD, 74854 USD, 74702 USD, 73598 USD, 73530 USD, 73390 USD, 73170 USD, 73064 USD, 72835 USD, 72545 USD, 72518 USD, 72414 USD, 72085 USD, 70745 USD, 70673 USD, 70429 USD, 69443 USD, 69413 USD, 69361 USD, 69251 USD, 69072 USD, 68854 USD, 68151 USD, 67793 USD, 67535 USD, 67530 USD, 66957 USD, 65587 USD, 65151 USD, 63355 USD, 63252 USD, 63063 USD, 62526 USD, 62291 USD, 61700 USD, 60097 USD, 59728 USD, 59478 USD, 59445 USD, 55122 USD, 54234 USD, 54085 USD, 51426 USD, 51264 USD, 49149 USD, 48589 USD, 48413 USD, 47018 USD, 45826 USD, 45817 USD, 45668 USD, 44803 USD, 44702 USD, 43779 USD, 42792 USD, 42745 USD, 42731 USD, 41622 USD, 40712 USD, 40704 USD, 40461 USD, 39468 USD, 32401 USD, 30115 USD, 22472 USD, 21556 USD, 15210 USD, 15058 USD, 13988 USD, 4258 USD, 744 USD, 434 USD, 163 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([1608904 USD, 1543971 USD, 1398328 USD, 1171468 USD, 1106232 USD, 1033899 USD, 988196 USD, 813859 USD, 710165 USD, 656903 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": "474419",
      "line": "cash",
      "label": "Cash (line 1)",
      "share": "0.00342901397751498236231820683629"
    },
    {
      "fmv": "67245773",
      "line": "savings",
      "label": "Savings and temporary cash investments (line 2)",
      "share": "0.486040178715016911286128697797"
    },
    {
      "fmv": "1300000",
      "line": "government",
      "label": "U.S. and state government obligations (line 10a)",
      "share": "0.00939616282393723074120907654873"
    },
    {
      "fmv": "40881029",
      "line": "stock",
      "label": "Corporate stock (line 10b)",
      "share": "0.295480619149307557008507502655"
    },
    {
      "fmv": "28390690",
      "line": "bonds",
      "label": "Corporate bonds (line 10c)",
      "share": "0.205202727633789613409336244216"
    }
  ],
  "kind": "public-filing-990pf",
  "lens": "AXIOM",
  "build": {
    "commit": "7dd856f88a5ecf553ea48f52397c50a503af0e0d",
    "digest": "b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b"
  },
  "filer": {
    "ein": "746053075",
    "name": "John P McGovern 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": "6732165",
      "label": "Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)",
      "verdict": "rounding",
      "difference": "-0.3",
      "recomputed": "6732165.3"
    },
    {
      "id": "excise_tax",
      "note": null,
      "filed": "140059",
      "label": "Excise tax: 1.39% of net investment income (Part V line 1)",
      "verdict": "rounding",
      "difference": "-0.4024",
      "recomputed": "140059.4024"
    },
    {
      "id": "distributable_amount",
      "note": null,
      "filed": "6592106",
      "label": "Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)",
      "verdict": "exact",
      "difference": "0",
      "recomputed": "6592106"
    }
  ],
  "engine": "kernel@2026-09-15.1",
  "source": {
    "form": "990-PF",
    "lines": {
      "netInvestmentIncome": "10076216",
      "grossInvestmentIncome": "10687368",
      "netNoncharitableAssets": "134643306",
      "undistributedCurrentYear": "0"
    },
    "period": {
      "end": "2024-12-31",
      "days": 366,
      "begin": "2024-01-01"
    },
    "amended": false,
    "foreign": {
      "organization": false,
      "meets85PctTest": false
    },
    "objectId": "202503019349101560",
    "returnTs": "2025-10-28T17:59:09-05:00",
    "operating": false,
    "sourceSha256": "86015d07300435650aedc9d8111aabb453661f8187a1cb66cafdc9635fd91eef",
    "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": "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 = 138354350 USD\nlet mix_cash = share(474419 USD, total_assets_fmv)\nlet mix_savings = share(67245773 USD, total_assets_fmv)\nlet mix_government = share(1300000 USD, total_assets_fmv)\nlet mix_stock = share(40881029 USD, total_assets_fmv)\nlet mix_bonds = share(28390690 USD, total_assets_fmv)\nlet net_noncharitable_assets = 134643306 USD\nlet mir_filed = 6732165 USD\nlet mir_recomputed = net_noncharitable_assets * 5%\nlet mir_difference = mir_filed - mir_recomputed\nlet net_investment_income = 10076216 USD\nlet excise_filed = 140059 USD\nlet excise_recomputed = net_investment_income * 1.39%\nlet excise_difference = excise_filed - excise_recomputed\nlet distributable_filed = 6592106 USD\nlet distributable_recomputed = 6732165 USD - 140059 USD + 0 USD - 0 USD\nlet distributable_difference = distributable_filed - distributable_recomputed\nlet qualifying_distributions = 24050343 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 = [1608904 USD, 1543971 USD, 1398328 USD, 1171468 USD, 1106232 USD, 1033899 USD, 988196 USD, 813859 USD, 710165 USD, 656903 USD, 590229 USD, 588302 USD, 548645 USD, 527472 USD, 523583 USD, 477369 USD, 469973 USD, 466070 USD, 443938 USD, 435022 USD, 366296 USD, 351381 USD, 323177 USD, 309166 USD, 293407 USD, 283501 USD, 270185 USD, 255300 USD, 251190 USD, 246769 USD, 226899 USD, 217650 USD, 201589 USD, 199436 USD, 189086 USD, 187214 USD, 186446 USD, 181244 USD, 180199 USD, 175967 USD, 171467 USD, 170870 USD, 168446 USD, 165983 USD, 162360 USD, 161552 USD, 161435 USD, 160053 USD, 154766 USD, 154139 USD, 154081 USD, 151325 USD, 149284 USD, 149192 USD, 148595 USD, 148177 USD, 146256 USD, 141034 USD, 137918 USD, 137735 USD, 137721 USD, 132567 USD, 131881 USD, 131597 USD, 131569 USD, 131052 USD, 130769 USD, 130675 USD, 130156 USD, 129805 USD, 129467 USD, 128504 USD, 127950 USD, 127528 USD, 126343 USD, 125807 USD, 125375 USD, 125128 USD, 122749 USD, 122474 USD, 121072 USD, 120903 USD, 120335 USD, 120329 USD, 116933 USD, 115447 USD, 114830 USD, 114647 USD, 114531 USD, 114086 USD, 114024 USD, 113956 USD, 113772 USD, 112329 USD, 112161 USD, 111845 USD, 111507 USD, 111082 USD, 111058 USD, 110952 USD, 109702 USD, 108925 USD, 108641 USD, 107659 USD, 107207 USD, 107150 USD, 107053 USD, 106725 USD, 106447 USD, 106200 USD, 106043 USD, 105168 USD, 105005 USD, 104566 USD, 104497 USD, 104190 USD, 104109 USD, 103873 USD, 103812 USD, 102895 USD, 102735 USD, 102557 USD, 101540 USD, 101396 USD, 100910 USD, 100612 USD, 99389 USD, 99085 USD, 99041 USD, 98390 USD, 97763 USD, 96911 USD, 96626 USD, 96059 USD, 96048 USD, 96025 USD, 95910 USD, 94865 USD, 94015 USD, 93923 USD, 93656 USD, 93485 USD, 93270 USD, 93012 USD, 92895 USD, 92826 USD, 92592 USD, 91602 USD, 91286 USD, 90208 USD, 90169 USD, 90156 USD, 88910 USD, 88474 USD, 88363 USD, 88239 USD, 87784 USD, 87514 USD, 87130 USD, 87099 USD, 87029 USD, 86488 USD, 86206 USD, 85800 USD, 84800 USD, 84407 USD, 84281 USD, 83871 USD, 83542 USD, 83466 USD, 83418 USD, 83008 USD, 82352 USD, 81910 USD, 81798 USD, 81439 USD, 81352 USD, 80652 USD, 80591 USD, 80472 USD, 80235 USD, 79904 USD, 79574 USD, 78379 USD, 76891 USD, 76393 USD, 75106 USD, 74854 USD, 74702 USD, 73598 USD, 73530 USD, 73390 USD, 73170 USD, 73064 USD, 72835 USD, 72545 USD, 72518 USD, 72414 USD, 72085 USD, 70745 USD, 70673 USD, 70429 USD, 69443 USD, 69413 USD, 69361 USD, 69251 USD, 69072 USD, 68854 USD, 68151 USD, 67793 USD, 67535 USD, 67530 USD, 66957 USD, 65587 USD, 65151 USD, 63355 USD, 63252 USD, 63063 USD, 62526 USD, 62291 USD, 61700 USD, 60097 USD, 59728 USD, 59478 USD, 59445 USD, 55122 USD, 54234 USD, 54085 USD, 51426 USD, 51264 USD, 49149 USD, 48589 USD, 48413 USD, 47018 USD, 45826 USD, 45817 USD, 45668 USD, 44803 USD, 44702 USD, 43779 USD, 42792 USD, 42745 USD, 42731 USD, 41622 USD, 40712 USD, 40704 USD, 40461 USD, 39468 USD, 32401 USD, 30115 USD, 22472 USD, 21556 USD, 15210 USD, 15058 USD, 13988 USD, 4258 USD, 744 USD, 434 USD, 163 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([1608904 USD, 1543971 USD, 1398328 USD, 1171468 USD, 1106232 USD, 1033899 USD, 988196 USD, 813859 USD, 710165 USD, 656903 USD]), sum(stocks))\nlet stock_concentration = hhi(stocks)\nlet effective_stock_holdings = 1 / stock_concentration\nlet largest_stock_halved_share_of_assets = share(largest_stock * 50%, total_assets_fmv)",
  "results": {
    "mix_cash": "0.00342901397751498236231820683629",
    "mir_filed": "6732165 USD",
    "mix_bonds": "0.205202727633789613409336244216",
    "mix_stock": "0.295480619149307557008507502655",
    "mix_savings": "0.486040178715016911286128697797",
    "payout_rate": "0.178622641663299622188421309263",
    "stock_count": "259",
    "excise_filed": "140059 USD",
    "largest_stock": "1608904 USD",
    "mir_difference": "-0.3 USD",
    "mir_recomputed": "6732165.3 USD",
    "mix_government": "0.00939616282393723074120907654873",
    "payout_coverage": "3.64835501734953897889384667055",
    "total_assets_fmv": "138354350 USD",
    "excise_difference": "-0.4024 USD",
    "excise_recomputed": "140059.4024 USD",
    "distributable_filed": "6592106 USD",
    "stock_concentration": "0.0114320990393932899298714412367",
    "top10_share_of_stock": "0.269854386493060142884368199245",
    "net_investment_income": "10076216 USD",
    "distributable_difference": "0 USD",
    "distributable_recomputed": "6592106 USD",
    "effective_stock_holdings": "87.4730000636060575978832541997",
    "net_noncharitable_assets": "134643306 USD",
    "qualifying_distributions": "24050343 USD",
    "undistributed_to_next_year": "0 USD",
    "largest_stock_share_of_assets": "0.011628864578526081760349421612",
    "largest_stock_halved_share_of_assets": "0.00581443228926304088017471080598"
  },
  "version": 2,
  "holdings": {
    "tie": "exact",
    "top": [
      {
        "fmv": "1608904",
        "name": "53 The Growth Fund Of America Fund Class F2",
        "shareOfAssets": "0.011628864578526081760349421612"
      },
      {
        "fmv": "1543971",
        "name": "62 American Fundamental Investors Fund Class F2",
        "shareOfAssets": "0.0111595407011055308344117839446"
      },
      {
        "fmv": "1398328",
        "name": "52 Amer Funds Smallcap World Fund Class F2",
        "shareOfAssets": "0.0101068596686696153753026196863"
      },
      {
        "fmv": "1171468",
        "name": "51 Amer Funds Capital World Growth & Income Fund Class F2",
        "shareOfAssets": "0.00846715697771699986303285729722"
      },
      {
        "fmv": "1106232",
        "name": "28 Amer Funds American Balanced Fund Class F2",
        "shareOfAssets": "0.00799564307157671587485323012974"
      },
      {
        "fmv": "1033899",
        "name": "7,699 Nvidia Corp",
        "shareOfAssets": "0.00747283334423529148161947925743"
      },
      {
        "fmv": "988196",
        "name": "2,447 Tesla Inc",
        "shareOfAssets": "0.00714250039843344282272295739165"
      },
      {
        "fmv": "813859",
        "name": "1,390 Meta Platforms Inc Cl A",
        "shareOfAssets": "0.00588242436902056205677667525452"
      },
      {
        "fmv": "710165",
        "name": "3,237 Amazon.Com Inc",
        "shareOfAssets": "0.00513294305527798728410057219018"
      },
      {
        "fmv": "656903",
        "name": "737 Netflix Inc",
        "shareOfAssets": "0.00474797503656372206584035847084"
      }
    ],
    "count": 259,
    "schedule": "Corporate stock (line 10b)"
  },
  "refusals": [],
  "blankLines": [],
  "kernelProof": "10a37e9ea21e5873bd4e8964f20d5fa47a4bd9e4fa3f9276712e58a70d73a29d",
  "otherInvestments": []
}

The seal’s own scope:

Every figure here is the foundation's own filed return or exact arithmetic on it; nothing is estimated.
A 990-PF is a year-end snapshot. Prudence is judged at the time of each decision, which a filing cannot show.
This page neither establishes nor rules out any tax consequence, and no return is prepared or amended here.
A line that differs is the return's figure beside the recomputed one, as filed and as recomputed. The return may carry a reason this page cannot read: a schedule filed on paper, an election, a later amendment. It is not a finding.

We don’t prepare or file a 990-PF. We read the one the foundation filed, re-do its arithmetic exactly, and seal what it says.