Sealed proof · filed Form 990-PF
DR ROBERT C AND VERONICA ATKINS FOUNDATION
EIN 26-0012965, tax year January 1, 2024 to December 31, 2024. The return the foundation filed, as the IRS published it, with its arithmetic re-done exactly and sealed September 28, 2026.
Listed in the IRS register as ROBERT C AND VERONICA ATKINS 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. Its tax year ended 21 months ago, so a later one may have been filed since and not yet appear in the public file. The IRS received it on November 14, 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 distributions1.03×
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 rate5.0%
of net noncharitable-use assets; the legal test is the distributable amount, not this rate
Assets at fair market value$19.4M
end of the tax year, Part II
Largest listed stock5.8%
APPLE INC. CMN
If that stock halved−2.9%
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
DR ROBERT C AND VERONICA ATKINS FOUNDATION · Form 990-PF, year ended December 31, 2024checking
Recomputing the seal in your browser…
The foundation’s own public return, sealed through the same free action as yours. Your edits stay in this page: nothing is sent and nothing is saved. A sealed copy shows nothing changed; it does not show the original was correct.
This page’s own short link: paretoalphasystems.com/p/de3669c9b8b6 — 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) | $898,339 | $898,338.75 | recomputes, within the form's whole-dollar rounding (difference $0.25) |
| Excise tax: 1.39% of net investment income (Part V line 1) | $25,770 | $25,770.0718 | recomputes, within the form's whole-dollar rounding (difference −$0.0718) |
| Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7) | $872,569 | $872,569 | recomputes exactly |
Where the assets sit, at fair market value
| Part II line | Fair market value | Share of assets |
|---|---|---|
| Cash (line 1) | $719,662 | 3.7% |
| Savings and temporary cash investments (line 2) | $113,648 | 0.6% |
| Corporate stock (line 10b) | $15.3M | 78.7% |
| Corporate bonds (line 10c) | $3.3M | 17.0% |
The ten largest listed stocks, of 257 on the schedule
The schedule ties to Part II line 10b exactly. It behaves like 44.5 equal holdings; the ten largest are 38.3% of the listed stock.
| Stock, as listed | Fair market value | Share of assets |
|---|---|---|
| APPLE INC. CMN | $1.1M | 5.8% |
| NVIDIA CORPORATION CMN | $1M | 5.4% |
| MICROSOFT CORPORATION CMN | $996,848 | 5.1% |
| AMAZON.COM INC CMN | $617,583 | 3.2% |
| ALPHABET INC. CMN CLASS A | $576,040 | 3.0% |
| META PLATFORMS INC-CLASS A CMN CLASS A | $412,785 | 2.1% |
| BROADCOM INC. CMN | $382,536 | 2.0% |
| TESLA, INC. CMN | $336,803 | 1.7% |
| ELI LILLY & CO CMN | $180,648 | 0.9% |
| PFIZER INC. CMN | $178,759 | 0.9% |
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 $898,339; recomputed $898,338.75; agrees within the form's whole-dollar rounding. |
| Excise tax | Part V line 1 against 1.39% of net investment income | agrees | Filed $25,770; recomputed $25,770.07; 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 $872,569; recomputed $872,569; agrees to the dollar. |
| Payout coverage | Part XI total against Part X line 7 | reported | Qualifying distributions $897,430 against a distributable amount of $872,569 (1.03×). |
| 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 | 257 listed holdings sum to Part II line 10b exactly; the largest is 5.8% 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 14 November 2025; the original due date was 15 May 2025; the six-month extension window ended 15 November 2025 (a Saturday, so 17 November 2025 under IRC §7503). Whether an extension was granted is not visible in the e-file; the timestamp is the preparer software's, not the IRS receipt. |
| Year-to-year continuity | This year's opening balances against last year's closing | not checked | Needs the prior year's return; one sealed year cannot check itself. |
A line that differs is the return’s figure beside the recomputed one, as filed and as recomputed. The return may carry a reason this page cannot read: a schedule filed on paper, an election, a later amendment. It is not a finding. The page is not indexed. It is read by whoever holds the link: the person who asked for it, and anyone the foundation sends it to, its preparer first.
Year-to-year continuity needs two filed years on record. The years, below, reads this foundation’s filed returns in order and holds each against the one before.
The calendar ahead
A payout is owed on last year’s assets, whatever this year’s market does.
Recomputed each time the page is read; not part of the seal. The seal covers the body above (forward v2, kernel@2026-09-15.1). Read against October 8, 2026.
| By | What | Amount | Basis |
|---|---|---|---|
| May 15, 2026 Passed | Excise tax on the year ending 31 December 2025, due with that return by 15 May 2026. That date has passed; the figure for that year is on its own return, not this one. | $25,770 | Projected under the assumptions below |
| December 31, 2026 | Distributable amount for the year ending 31 December 2025, to be paid out | $872,568 | 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 $718,671, $179,667 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, $17966775; the thirteen-month average is not observable from a filing.
- Net investment income for that year equals this return's, $1853962.
- 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)
727354ab74160c8a…· 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
de3669c9b8b6bc41d350864b0bcd1ecc295e34831e8926518240b62430796b92 · recomputed now, matchesreturn Form 990-PF, IRS object
202533189349101028, schema 2024v5.2 — the file as the IRS published it hashes to f4a3334adbdd6e95…source file
202533189349101028_public.xml inside 2025_TEOS_XML_11B.zip at irs.gov — not part of the seal; fetch it yourself with verify_proof.py de3669c9b8b6 --fetcharithmetic
kernel@2026-09-15.1 · kernel proof a1e89c7c64302f41…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 = 19444871 USD let mix_cash = share(719662 USD, total_assets_fmv) let mix_savings = share(113648 USD, total_assets_fmv) let mix_stock = share(15302723 USD, total_assets_fmv) let mix_bonds = share(3298690 USD, total_assets_fmv) let net_noncharitable_assets = 17966775 USD let mir_filed = 898339 USD let mir_recomputed = net_noncharitable_assets * 5% let mir_difference = mir_filed - mir_recomputed let net_investment_income = 1853962 USD let excise_filed = 25770 USD let excise_recomputed = net_investment_income * 1.39% let excise_difference = excise_filed - excise_recomputed let distributable_filed = 872569 USD let distributable_recomputed = 898339 USD - 25770 USD + 0 USD - 0 USD let distributable_difference = distributable_filed - distributable_recomputed let qualifying_distributions = 897430 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 = [1134403 USD, 1045448 USD, 996848 USD, 617583 USD, 576040 USD, 412785 USD, 382536 USD, 336803 USD, 180648 USD, 178759 USD, 163937 USD, 163181 USD, 156817 USD, 152074 USD, 146959 USD, 143174 USD, 131479 USD, 130344 USD, 126984 USD, 125800 USD, 124204 USD, 118785 USD, 117825 USD, 111522 USD, 111445 USD, 108973 USD, 106958 USD, 105586 USD, 104608 USD, 102374 USD, 101678 USD, 101644 USD, 100012 USD, 98255 USD, 97415 USD, 94476 USD, 94077 USD, 92684 USD, 92453 USD, 89937 USD, 82161 USD, 82029 USD, 81654 USD, 79509 USD, 79114 USD, 79039 USD, 72521 USD, 72510 USD, 69746 USD, 67869 USD, 67753 USD, 67504 USD, 66517 USD, 64371 USD, 64285 USD, 64019 USD, 63075 USD, 62647 USD, 62555 USD, 60103 USD, 59708 USD, 58854 USD, 58644 USD, 57831 USD, 56025 USD, 55870 USD, 54294 USD, 52302 USD, 52290 USD, 52035 USD, 51977 USD, 51114 USD, 50630 USD, 49684 USD, 49251 USD, 48574 USD, 48262 USD, 47466 USD, 46691 USD, 46169 USD, 45961 USD, 44194 USD, 43912 USD, 43511 USD, 43438 USD, 43307 USD, 42475 USD, 42205 USD, 41851 USD, 41648 USD, 41584 USD, 41442 USD, 41232 USD, 40627 USD, 39740 USD, 39601 USD, 39531 USD, 39263 USD, 39148 USD, 39038 USD, 38259 USD, 36506 USD, 36342 USD, 36230 USD, 35705 USD, 35356 USD, 35046 USD, 34986 USD, 34775 USD, 34216 USD, 33906 USD, 33840 USD, 32648 USD, 32528 USD, 32163 USD, 31794 USD, 31361 USD, 31331 USD, 30948 USD, 30775 USD, 30763 USD, 30375 USD, 30087 USD, 29744 USD, 29156 USD, 28680 USD, 28653 USD, 28642 USD, 28355 USD, 27749 USD, 27566 USD, 27452 USD, 27159 USD, 26551 USD, 26357 USD, 26319 USD, 25927 USD, 25133 USD, 24487 USD, 24094 USD, 23832 USD, 23597 USD, 23284 USD, 22938 USD, 22617 USD, 22568 USD, 22402 USD, 22177 USD, 22129 USD, 22080 USD, 22072 USD, 21478 USD, 21469 USD, 20887 USD, 20826 USD, 19909 USD, 19414 USD, 18784 USD, 17855 USD, 17615 USD, 17496 USD, 17323 USD, 16900 USD, 16736 USD, 16525 USD, 16520 USD, 16511 USD, 16151 USD, 16008 USD, 15847 USD, 15708 USD, 15491 USD, 15208 USD, 15076 USD, 15074 USD, 15060 USD, 15056 USD, 14928 USD, 14901 USD, 14758 USD, 14688 USD, 14606 USD, 14482 USD, 14453 USD, 14297 USD, 14135 USD, 13832 USD, 13829 USD, 13777 USD, 13544 USD, 13244 USD, 12663 USD, 12617 USD, 12584 USD, 12390 USD, 12379 USD, 12165 USD, 11344 USD, 11281 USD, 11170 USD, 10126 USD, 9272 USD, 9088 USD, 8915 USD, 8903 USD, 8894 USD, 8702 USD, 8629 USD, 8559 USD, 8395 USD, 8340 USD, 8301 USD, 8272 USD, 8250 USD, 8245 USD, 8217 USD, 8182 USD, 8155 USD, 7959 USD, 7894 USD, 7771 USD, 7694 USD, 7692 USD, 7688 USD, 7620 USD, 7420 USD, 7404 USD, 7388 USD, 7388 USD, 7276 USD, 7256 USD, 7158 USD, 7158 USD, 7133 USD, 7123 USD, 6965 USD, 6962 USD, 6946 USD, 6911 USD, 6824 USD, 6820 USD, 6811 USD, 6360 USD, 6269 USD, 6130 USD, 6003 USD, 5903 USD, 5530 USD, 5464 USD, 5162 USD, 3434 USD, 3266 USD, 2858 USD, 2706 USD, 2423 USD, 1002 USD, 980 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([1134403 USD, 1045448 USD, 996848 USD, 617583 USD, 576040 USD, 412785 USD, 382536 USD, 336803 USD, 180648 USD, 178759 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": "719662",
"line": "cash",
"label": "Cash (line 1)",
"share": "0.0370103766695083757562598383913"
},
{
"fmv": "113648",
"line": "savings",
"label": "Savings and temporary cash investments (line 2)",
"share": "0.00584462607131721264697513292837"
},
{
"fmv": "15302723",
"line": "stock",
"label": "Corporate stock (line 10b)",
"share": "0.786979918766239179473085730422"
},
{
"fmv": "3298690",
"line": "bonds",
"label": "Corporate bonds (line 10c)",
"share": "0.169643192798759117507130800713"
}
],
"kind": "public-filing-990pf",
"lens": "AXIOM",
"build": {
"commit": "7dd856f88a5ecf553ea48f52397c50a503af0e0d",
"digest": "b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b"
},
"filer": {
"ein": "260012965",
"name": "DR ROBERT C AND VERONICA ATKINS 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": "898339",
"label": "Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)",
"verdict": "rounding",
"difference": "0.25",
"recomputed": "898338.75"
},
{
"id": "excise_tax",
"note": null,
"filed": "25770",
"label": "Excise tax: 1.39% of net investment income (Part V line 1)",
"verdict": "rounding",
"difference": "-0.0718",
"recomputed": "25770.0718"
},
{
"id": "distributable_amount",
"note": null,
"filed": "872569",
"label": "Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)",
"verdict": "exact",
"difference": "0",
"recomputed": "872569"
}
],
"engine": "kernel@2026-09-15.1",
"source": {
"form": "990-PF",
"lines": {
"netInvestmentIncome": "1853962",
"grossInvestmentIncome": "1934742",
"netNoncharitableAssets": "17966775",
"undistributedCurrentYear": "0"
},
"period": {
"end": "2024-12-31",
"days": 366,
"begin": "2024-01-01"
},
"amended": false,
"foreign": {
"organization": false,
"meets85PctTest": false
},
"objectId": "202533189349101028",
"returnTs": "2025-11-14T08:39:57-06:00",
"operating": false,
"sourceSha256": "f4a3334adbdd6e9523687c92d42e35928f4a580992e42d56bce9513bf0d8e039",
"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 = 19444871 USD\nlet mix_cash = share(719662 USD, total_assets_fmv)\nlet mix_savings = share(113648 USD, total_assets_fmv)\nlet mix_stock = share(15302723 USD, total_assets_fmv)\nlet mix_bonds = share(3298690 USD, total_assets_fmv)\nlet net_noncharitable_assets = 17966775 USD\nlet mir_filed = 898339 USD\nlet mir_recomputed = net_noncharitable_assets * 5%\nlet mir_difference = mir_filed - mir_recomputed\nlet net_investment_income = 1853962 USD\nlet excise_filed = 25770 USD\nlet excise_recomputed = net_investment_income * 1.39%\nlet excise_difference = excise_filed - excise_recomputed\nlet distributable_filed = 872569 USD\nlet distributable_recomputed = 898339 USD - 25770 USD + 0 USD - 0 USD\nlet distributable_difference = distributable_filed - distributable_recomputed\nlet qualifying_distributions = 897430 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 = [1134403 USD, 1045448 USD, 996848 USD, 617583 USD, 576040 USD, 412785 USD, 382536 USD, 336803 USD, 180648 USD, 178759 USD, 163937 USD, 163181 USD, 156817 USD, 152074 USD, 146959 USD, 143174 USD, 131479 USD, 130344 USD, 126984 USD, 125800 USD, 124204 USD, 118785 USD, 117825 USD, 111522 USD, 111445 USD, 108973 USD, 106958 USD, 105586 USD, 104608 USD, 102374 USD, 101678 USD, 101644 USD, 100012 USD, 98255 USD, 97415 USD, 94476 USD, 94077 USD, 92684 USD, 92453 USD, 89937 USD, 82161 USD, 82029 USD, 81654 USD, 79509 USD, 79114 USD, 79039 USD, 72521 USD, 72510 USD, 69746 USD, 67869 USD, 67753 USD, 67504 USD, 66517 USD, 64371 USD, 64285 USD, 64019 USD, 63075 USD, 62647 USD, 62555 USD, 60103 USD, 59708 USD, 58854 USD, 58644 USD, 57831 USD, 56025 USD, 55870 USD, 54294 USD, 52302 USD, 52290 USD, 52035 USD, 51977 USD, 51114 USD, 50630 USD, 49684 USD, 49251 USD, 48574 USD, 48262 USD, 47466 USD, 46691 USD, 46169 USD, 45961 USD, 44194 USD, 43912 USD, 43511 USD, 43438 USD, 43307 USD, 42475 USD, 42205 USD, 41851 USD, 41648 USD, 41584 USD, 41442 USD, 41232 USD, 40627 USD, 39740 USD, 39601 USD, 39531 USD, 39263 USD, 39148 USD, 39038 USD, 38259 USD, 36506 USD, 36342 USD, 36230 USD, 35705 USD, 35356 USD, 35046 USD, 34986 USD, 34775 USD, 34216 USD, 33906 USD, 33840 USD, 32648 USD, 32528 USD, 32163 USD, 31794 USD, 31361 USD, 31331 USD, 30948 USD, 30775 USD, 30763 USD, 30375 USD, 30087 USD, 29744 USD, 29156 USD, 28680 USD, 28653 USD, 28642 USD, 28355 USD, 27749 USD, 27566 USD, 27452 USD, 27159 USD, 26551 USD, 26357 USD, 26319 USD, 25927 USD, 25133 USD, 24487 USD, 24094 USD, 23832 USD, 23597 USD, 23284 USD, 22938 USD, 22617 USD, 22568 USD, 22402 USD, 22177 USD, 22129 USD, 22080 USD, 22072 USD, 21478 USD, 21469 USD, 20887 USD, 20826 USD, 19909 USD, 19414 USD, 18784 USD, 17855 USD, 17615 USD, 17496 USD, 17323 USD, 16900 USD, 16736 USD, 16525 USD, 16520 USD, 16511 USD, 16151 USD, 16008 USD, 15847 USD, 15708 USD, 15491 USD, 15208 USD, 15076 USD, 15074 USD, 15060 USD, 15056 USD, 14928 USD, 14901 USD, 14758 USD, 14688 USD, 14606 USD, 14482 USD, 14453 USD, 14297 USD, 14135 USD, 13832 USD, 13829 USD, 13777 USD, 13544 USD, 13244 USD, 12663 USD, 12617 USD, 12584 USD, 12390 USD, 12379 USD, 12165 USD, 11344 USD, 11281 USD, 11170 USD, 10126 USD, 9272 USD, 9088 USD, 8915 USD, 8903 USD, 8894 USD, 8702 USD, 8629 USD, 8559 USD, 8395 USD, 8340 USD, 8301 USD, 8272 USD, 8250 USD, 8245 USD, 8217 USD, 8182 USD, 8155 USD, 7959 USD, 7894 USD, 7771 USD, 7694 USD, 7692 USD, 7688 USD, 7620 USD, 7420 USD, 7404 USD, 7388 USD, 7388 USD, 7276 USD, 7256 USD, 7158 USD, 7158 USD, 7133 USD, 7123 USD, 6965 USD, 6962 USD, 6946 USD, 6911 USD, 6824 USD, 6820 USD, 6811 USD, 6360 USD, 6269 USD, 6130 USD, 6003 USD, 5903 USD, 5530 USD, 5464 USD, 5162 USD, 3434 USD, 3266 USD, 2858 USD, 2706 USD, 2423 USD, 1002 USD, 980 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([1134403 USD, 1045448 USD, 996848 USD, 617583 USD, 576040 USD, 412785 USD, 382536 USD, 336803 USD, 180648 USD, 178759 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": "0.0370103766695083757562598383913",
"mir_filed": "898339 USD",
"mix_bonds": "0.169643192798759117507130800713",
"mix_stock": "0.786979918766239179473085730422",
"mix_savings": "0.00584462607131721264697513292837",
"payout_rate": "0.0499494205276127741344787809721",
"stock_count": "257",
"excise_filed": "25770 USD",
"largest_stock": "1134403 USD",
"mir_difference": "0.25 USD",
"mir_recomputed": "898338.75 USD",
"payout_coverage": "1.02849172959387738963910017431",
"total_assets_fmv": "19444871 USD",
"excise_difference": "-0.0718 USD",
"excise_recomputed": "25770.0718 USD",
"distributable_filed": "872569 USD",
"stock_concentration": "0.0224519173235654330126436051534",
"top10_share_of_stock": "0.383059472487347513249766071045",
"net_investment_income": "1853962 USD",
"distributable_difference": "0 USD",
"distributable_recomputed": "872569 USD",
"effective_stock_holdings": "44.5396259744108547777262587174",
"net_noncharitable_assets": "17966775 USD",
"qualifying_distributions": "897430 USD",
"undistributed_to_next_year": "0 USD",
"largest_stock_share_of_assets": "0.0583394459135265026957494343881",
"largest_stock_halved_share_of_assets": "0.0291697229567632513478747171941"
},
"version": 2,
"holdings": {
"tie": "exact",
"top": [
{
"fmv": "1134403",
"name": "APPLE INC. CMN",
"shareOfAssets": "0.0583394459135265026957494343881"
},
{
"fmv": "1045448",
"name": "NVIDIA CORPORATION CMN",
"shareOfAssets": "0.0537647176985643154948160880059"
},
{
"fmv": "996848",
"name": "MICROSOFT CORPORATION CMN",
"shareOfAssets": "0.0512653439562545825066157548692"
},
{
"fmv": "617583",
"name": "AMAZON.COM INC CMN",
"shareOfAssets": "0.0317607146892360458446857271514"
},
{
"fmv": "576040",
"name": "ALPHABET INC. CMN CLASS A",
"shareOfAssets": "0.0296242644139937981589078168737"
},
{
"fmv": "412785",
"name": "META PLATFORMS INC-CLASS A CMN CLASS A",
"shareOfAssets": "0.0212284771650066487970015332064"
},
{
"fmv": "382536",
"name": "BROADCOM INC. CMN",
"shareOfAssets": "0.0196728484339134983204568443781"
},
{
"fmv": "336803",
"name": "TESLA, INC. CMN",
"shareOfAssets": "0.0173209171714227366177949959143"
},
{
"fmv": "180648",
"name": "ELI LILLY & CO CMN",
"shareOfAssets": "0.00929026476956314084058464568883"
},
{
"fmv": "178759",
"name": "PFIZER INC. CMN",
"shareOfAssets": "0.00919311832924990862629019241115"
}
],
"count": 257,
"schedule": "Corporate stock (line 10b)"
},
"refusals": [],
"blankLines": [],
"kernelProof": "a1e89c7c64302f41a8037a7ca3b4df8604bcea0f243147e22818afdcae18cd34",
"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.