Sealed proof · filed Form 990-PF
THE LUMPKIN FAMILY FOUNDATION C/O ADRIENNE N COLE
EIN 23-7423640, 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 THE LUMPKIN FAMILY 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 distributions2.01×
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 rate9.7%
of net noncharitable-use assets; the legal test is the distributable amount, not this rate
Assets at fair market value$56.3M
end of the tax year, Part II
Largest listed stock6.9%
FIRST MID BANCSHARES INC
If that stock halved−3.4%
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
THE LUMPKIN FAMILY FOUNDATION C/O ADRIENNE N COLE · 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/e9144d407210 — 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) | $2,709,574 | $2,709,573.8 | recomputes, within the form's whole-dollar rounding (difference $0.2) |
| Excise tax: 1.39% of net investment income (Part V line 1) | $76,480 | $76,479.9128 | recomputes, within the form's whole-dollar rounding (difference $0.0872) |
| Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7) | $2,633,094 | $2,633,094 | 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) | $2.2M | 3.9% |
| U.S. and state government obligations (line 10a) | $1.2M | 2.1% |
| Corporate stock (line 10b) | $36.1M | 64.2% |
| Corporate bonds (line 10c) | $6.9M | 12.3% |
| Other investments (line 13) | $8M | 14.3% |
The ten largest listed stocks, of 1390 on the schedule
The schedule ties to Part II line 10b exactly. It behaves like 53.6 equal holdings; the ten largest are 30.6% of the listed stock.
| Stock, as listed | Fair market value | Share of assets |
|---|---|---|
| FIRST MID BANCSHARES INC | $3.9M | 6.9% |
| MICROSOFT CORP | $1.4M | 2.5% |
| AMAZON COM INC COM | $1.4M | 2.5% |
| ALPHABET INC SHS CL A | $1M | 1.8% |
| BERKSHIRE HATHAWAYINC | $814,544 | 1.4% |
| NVIDIA | $616,391 | 1.1% |
| MASTERCARD INC | $555,531 | 1.0% |
| GODADDY INC SHS CL A | $536,452 | 1.0% |
| INTERACTIVE BROKERS GROU | $449,978 | 0.8% |
| PROGRESSIVE CRP OHIO | $402,545 | 0.7% |
Largest other investments (line 13), as listed
| BNY MELLON INTL | $3.4M | 6.1% |
| EVANSTON ALTERNATIVE OPP FUND | $3.1M | 5.5% |
| MAD CAPITAL PERENNIAL FD | $453,301 | 0.8% |
| OPEN PRAIRIE RURAL OPPORTUNITIES FUND | $266,072 | 0.5% |
| FEDERAL HOME LN BKS 3.10% DUE 6/9/25 | $248,553 | 0.4% |
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 $2,709,574; recomputed $2,709,573.8; agrees within the form's whole-dollar rounding. |
| Excise tax | Part V line 1 against 1.39% of net investment income | agrees | Filed $76,480; recomputed $76,479.91; 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 $2,633,094; recomputed $2,633,094; agrees to the dollar. |
| Payout coverage | Part XI total against Part X line 7 | reported | Qualifying distributions $5,280,996 against a distributable amount of $2,633,094 (2.01×). |
| 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 | 1390 listed holdings sum to Part II line 10b exactly; the largest is 6.9% of total assets. |
| The foundation's own answers | Part VI-B 2a, 3a, 3b, 4a and 4b, each answered | reported | All 4 answered No (3b not asked: 3a is No). |
| Filing timeliness | The e-file timestamp beside the original due date and the extension window, each with its IRC §7503 roll to the next business day | reported | Return timestamped 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. | $76,479 | Projected under the assumptions below |
| December 31, 2026 | Distributable amount for the year ending 31 December 2025, to be paid out | $2,633,093 | 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 $2,167,659, $541,914 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, $54191476; the thirteen-month average is not observable from a filing.
- Net investment income for that year equals this return's, $5502152.
- 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)
c8f5cc36c2ee3e87…· 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
e9144d407210c0fca2a7a43f18dde63483dd12bb9e576c101881456780018655 · recomputed now, matchesreturn Form 990-PF, IRS object
202533189349101813, schema 2024v5.2 — the file as the IRS published it hashes to a498f3d995e05e03…source file
202533189349101813_public.xml inside 2025_TEOS_XML_11B.zip at irs.gov — not part of the seal; fetch it yourself with verify_proof.py e9144d407210 --fetcharithmetic
kernel@2026-09-15.1 · kernel proof a23f3537fd10bc36…rules
b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b · commit bb0c3ac309b9 — 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 = 56298532 USD let mix_savings = share(2182436 USD, total_assets_fmv) let mix_government = share(1201529 USD, total_assets_fmv) let mix_stock = share(36148469 USD, total_assets_fmv) let mix_bonds = share(6926649 USD, total_assets_fmv) let mix_other = share(8049699 USD, total_assets_fmv) let net_noncharitable_assets = 54191476 USD let mir_filed = 2709574 USD let mir_recomputed = net_noncharitable_assets * 5% let mir_difference = mir_filed - mir_recomputed let net_investment_income = 5502152 USD let excise_filed = 76480 USD let excise_recomputed = net_investment_income * 1.39% let excise_difference = excise_filed - excise_recomputed let distributable_filed = 2633094 USD let distributable_recomputed = 2709574 USD - 76480 USD + 0 USD - 0 USD let distributable_difference = distributable_filed - distributable_recomputed let qualifying_distributions = 5280996 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 = [3866100 USD, 1409918 USD, 1387203 USD, 1010673 USD, 814544 USD, 616391 USD, 555531 USD, 536452 USD, 449978 USD, 402545 USD, 386173 USD, 336437 USD, 326674 USD, 320537 USD, 301704 USD, 297749 USD, 297366 USD, 290511 USD, 256134 USD, 248353 USD, 242184 USD, 236316 USD, 224250 USD, 201701 USD, 192228 USD, 191381 USD, 190440 USD, 187835 USD, 187381 USD, 184764 USD, 165111 USD, 162834 USD, 162598 USD, 157701 USD, 153547 USD, 147692 USD, 143588 USD, 140504 USD, 138334 USD, 134160 USD, 132392 USD, 130050 USD, 129590 USD, 122884 USD, 122291 USD, 120207 USD, 119449 USD, 113918 USD, 111375 USD, 111246 USD, 108760 USD, 107853 USD, 106709 USD, 104921 USD, 100973 USD, 100692 USD, 98568 USD, 98445 USD, 95304 USD, 91434 USD, 91390 USD, 90479 USD, 89956 USD, 86788 USD, 86455 USD, 86401 USD, 85970 USD, 85142 USD, 84888 USD, 84657 USD, 84385 USD, 83803 USD, 83386 USD, 83111 USD, 82890 USD, 82834 USD, 82333 USD, 82273 USD, 81175 USD, 80233 USD, 79513 USD, 79315 USD, 78739 USD, 78633 USD, 78393 USD, 77922 USD, 75636 USD, 74442 USD, 73751 USD, 73598 USD, 72168 USD, 71679 USD, 71347 USD, 70372 USD, 70351 USD, 69948 USD, 68872 USD, 68705 USD, 68567 USD, 68561 USD, 67672 USD, 67404 USD, 67207 USD, 66122 USD, 65747 USD, 62809 USD, 62739 USD, 62657 USD, 62597 USD, 62373 USD, 62265 USD, 61949 USD, 61773 USD, 61438 USD, 61055 USD, 60817 USD, 60605 USD, 60001 USD, 59162 USD, 59147 USD, 58268 USD, 57878 USD, 57458 USD, 57192 USD, 56927 USD, 56840 USD, 56471 USD, 56266 USD, 56082 USD, 55973 USD, 55501 USD, 55349 USD, 55263 USD, 54905 USD, 54692 USD, 54651 USD, 54353 USD, 54311 USD, 54176 USD, 54117 USD, 53496 USD, 53161 USD, 52956 USD, 52879 USD, 52795 USD, 52373 USD, 52257 USD, 52119 USD, 52072 USD, 51834 USD, 51545 USD, 51277 USD, 50886 USD, 50734 USD, 50709 USD, 50407 USD, 50104 USD, 49791 USD, 49473 USD, 49227 USD, 49142 USD, 48995 USD, 48731 USD, 48659 USD, 48618 USD, 48510 USD, 48336 USD, 47687 USD, 47527 USD, 47498 USD, 46733 USD, 46482 USD, 46436 USD, 46316 USD, 46099 USD, 46057 USD, 45607 USD, 45454 USD, 45409 USD, 45335 USD, 45285 USD, 45216 USD, 44740 USD, 44633 USD, 44394 USD, 44116 USD, 44023 USD, 43760 USD, 42303 USD, 41749 USD, 41683 USD, 40917 USD, 40739 USD, 40418 USD, 40394 USD, 39917 USD, 39747 USD, 39366 USD, 39332 USD, 38205 USD, 37822 USD, 37791 USD, 37715 USD, 37372 USD, 37286 USD, 36714 USD, 36590 USD, 36485 USD, 36208 USD, 35972 USD, 34388 USD, 33866 USD, 33392 USD, 32453 USD, 32362 USD, 32155 USD, 31401 USD, 31028 USD, 30346 USD, 29728 USD, 29388 USD, 29234 USD, 29159 USD, 28751 USD, 28612 USD, 27796 USD, 27643 USD, 27533 USD, 27354 USD, 27339 USD, 27059 USD, 26982 USD, 26936 USD, 26550 USD, 26117 USD, 25922 USD, 25282 USD, 25279 USD, 25210 USD, 25065 USD, 24649 USD, 24090 USD, 24019 USD, 23826 USD, 23705 USD, 23418 USD, 23226 USD, 23160 USD, 22187 USD, 22119 USD, 21963 USD, 21459 USD, 21300 USD, 21238 USD, 20794 USD, 20399 USD, 20209 USD, 20176 USD, 19828 USD, 19801 USD, 19539 USD, 19526 USD, 19377 USD, 18980 USD, 18751 USD, 18724 USD, 18302 USD, 18293 USD, 18156 USD, 18094 USD, 17719 USD, 17707 USD, 16921 USD, 16721 USD, 16689 USD, 16451 USD, 16384 USD, 16279 USD, 16208 USD, 16086 USD, 15830 USD, 15369 USD, 15206 USD, 15148 USD, 15077 USD, 14910 USD, 14861 USD, 14830 USD, 14593 USD, 14593 USD, 14476 USD, 14472 USD, 14445 USD, 14256 USD, 14217 USD, 14167 USD, 14151 USD, 14112 USD, 14100 USD, 14029 USD, 13969 USD, 13964 USD, 13906 USD, 13796 USD, 13732 USD, 13665 USD, 13663 USD, 13613 USD, 13598 USD, 13584 USD, 13575 USD, 13552 USD, 13534 USD, 13523 USD, 13510 USD, 13487 USD, 13398 USD, 13321 USD, 13281 USD, 13280 USD, 13254 USD, 13139 USD, 13001 USD, 13001 USD, 12969 USD, 12964 USD, 12859 USD, 12848 USD, 12735 USD, 12722 USD, 12643 USD, 12600 USD, 12467 USD, 12459 USD, 12357 USD, 12221 USD, 12052 USD, 11998 USD, 11981 USD, 11967 USD, 11920 USD, 11866 USD, 11841 USD, 11760 USD, 11737 USD, 11716 USD, 11690 USD, 11684 USD, 11538 USD, 11504 USD, 11502 USD, 11466 USD, 11463 USD, 11450 USD, 11438 USD, 11393 USD, 11234 USD, 11196 USD, 11151 USD, 11090 USD, 11084 USD, 11028 USD, 11015 USD, 11001 USD, 10987 USD, 10982 USD, 10950 USD, 10938 USD, 10938 USD, 10936 USD, 10906 USD, 10857 USD, 10834 USD, 10708 USD, 10704 USD, 10703 USD, 10664 USD, 10663 USD, 10660 USD, 10656 USD, 10638 USD, 10605 USD, 10569 USD, 10537 USD, 10457 USD, 10416 USD, 10410 USD, 10367 USD, 10313 USD, 10285 USD, 10129 USD, 10103 USD, 10089 USD, 10059 USD, 10021 USD, 10010 USD, 9993 USD, 9967 USD, 9948 USD, 9932 USD, 9915 USD, 9895 USD, 9893 USD, 9857 USD, 9843 USD, 9836 USD, 9795 USD, 9739 USD, 9692 USD, 9691 USD, 9677 USD, 9606 USD, 9599 USD, 9585 USD, 9579 USD, 9564 USD, 9508 USD, 9506 USD, 9427 USD, 9420 USD, 9396 USD, 9371 USD, 9364 USD, 9357 USD, 9353 USD, 9340 USD, 9334 USD, 9315 USD, 9314 USD, 9310 USD, 9303 USD, 9288 USD, 9263 USD, 9254 USD, 9239 USD, 9163 USD, 9151 USD, 9109 USD, 9042 USD, 9041 USD, 8991 USD, 8991 USD, 8973 USD, 8968 USD, 8949 USD, 8900 U … (15879 characters; the full program is in the body below)
{
"mix": [
{
"fmv": "2182436",
"line": "savings",
"label": "Savings and temporary cash investments (line 2)",
"share": "0.0387654157660807212521989028062"
},
{
"fmv": "1201529",
"line": "government",
"label": "U.S. and state government obligations (line 10a)",
"share": "0.0213421017798474745309522457886"
},
{
"fmv": "36148469",
"line": "stock",
"label": "Corporate stock (line 10b)",
"share": "0.642085463258615695343530449426"
},
{
"fmv": "6926649",
"line": "bonds",
"label": "Corporate bonds (line 10c)",
"share": "0.123034273788879610573149580525"
},
{
"fmv": "8049699",
"line": "other",
"label": "Other investments (line 13)",
"share": "0.142982396059634379098907943106"
}
],
"kind": "public-filing-990pf",
"lens": "AXIOM",
"build": {
"commit": "bb0c3ac309b908a3322a65d096f5a7ca733df4c2",
"digest": "b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b"
},
"filer": {
"ein": "237423640",
"name": "THE LUMPKIN FAMILY FOUNDATION C/O ADRIENNE N COLE"
},
"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": "2709574",
"label": "Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)",
"verdict": "rounding",
"difference": "0.2",
"recomputed": "2709573.8"
},
{
"id": "excise_tax",
"note": null,
"filed": "76480",
"label": "Excise tax: 1.39% of net investment income (Part V line 1)",
"verdict": "rounding",
"difference": "0.0872",
"recomputed": "76479.9128"
},
{
"id": "distributable_amount",
"note": null,
"filed": "2633094",
"label": "Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)",
"verdict": "exact",
"difference": "0",
"recomputed": "2633094"
}
],
"engine": "kernel@2026-09-15.1",
"source": {
"form": "990-PF",
"lines": {
"netInvestmentIncome": "5502152",
"grossInvestmentIncome": "5786397",
"netNoncharitableAssets": "54191476",
"undistributedCurrentYear": "0"
},
"period": {
"end": "2024-12-31",
"days": 366,
"begin": "2024-01-01"
},
"amended": false,
"foreign": {
"organization": false,
"meets85PctTest": false
},
"objectId": "202533189349101813",
"returnTs": "2025-11-14T09:08:26-06:00",
"operating": false,
"sourceSha256": "a498f3d995e05e03ad8b74cfdcf917d71f3f028435bd23e4cb7b963f969b953f",
"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 = 56298532 USD\nlet mix_savings = share(2182436 USD, total_assets_fmv)\nlet mix_government = share(1201529 USD, total_assets_fmv)\nlet mix_stock = share(36148469 USD, total_assets_fmv)\nlet mix_bonds = share(6926649 USD, total_assets_fmv)\nlet mix_other = share(8049699 USD, total_assets_fmv)\nlet net_noncharitable_assets = 54191476 USD\nlet mir_filed = 2709574 USD\nlet mir_recomputed = net_noncharitable_assets * 5%\nlet mir_difference = mir_filed - mir_recomputed\nlet net_investment_income = 5502152 USD\nlet excise_filed = 76480 USD\nlet excise_recomputed = net_investment_income * 1.39%\nlet excise_difference = excise_filed - excise_recomputed\nlet distributable_filed = 2633094 USD\nlet distributable_recomputed = 2709574 USD - 76480 USD + 0 USD - 0 USD\nlet distributable_difference = distributable_filed - distributable_recomputed\nlet qualifying_distributions = 5280996 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 = [3866100 USD, 1409918 USD, 1387203 USD, 1010673 USD, 814544 USD, 616391 USD, 555531 USD, 536452 USD, 449978 USD, 402545 USD, 386173 USD, 336437 USD, 326674 USD, 320537 USD, 301704 USD, 297749 USD, 297366 USD, 290511 USD, 256134 USD, 248353 USD, 242184 USD, 236316 USD, 224250 USD, 201701 USD, 192228 USD, 191381 USD, 190440 USD, 187835 USD, 187381 USD, 184764 USD, 165111 USD, 162834 USD, 162598 USD, 157701 USD, 153547 USD, 147692 USD, 143588 USD, 140504 USD, 138334 USD, 134160 USD, 132392 USD, 130050 USD, 129590 USD, 122884 USD, 122291 USD, 120207 USD, 119449 USD, 113918 USD, 111375 USD, 111246 USD, 108760 USD, 107853 USD, 106709 USD, 104921 USD, 100973 USD, 100692 USD, 98568 USD, 98445 USD, 95304 USD, 91434 USD, 91390 USD, 90479 USD, 89956 USD, 86788 USD, 86455 USD, 86401 USD, 85970 USD, 85142 USD, 84888 USD, 84657 USD, 84385 USD, 83803 USD, 83386 USD, 83111 USD, 82890 USD, 82834 USD, 82333 USD, 82273 USD, 81175 USD, 80233 USD, 79513 USD, 79315 USD, 78739 USD, 78633 USD, 78393 USD, 77922 USD, 75636 USD, 74442 USD, 73751 USD, 73598 USD, 72168 USD, 71679 USD, 71347 USD, 70372 USD, 70351 USD, 69948 USD, 68872 USD, 68705 USD, 68567 USD, 68561 USD, 67672 USD, 67404 USD, 67207 USD, 66122 USD, 65747 USD, 62809 USD, 62739 USD, 62657 USD, 62597 USD, 62373 USD, 62265 USD, 61949 USD, 61773 USD, 61438 USD, 61055 USD, 60817 USD, 60605 USD, 60001 USD, 59162 USD, 59147 USD, 58268 USD, 57878 USD, 57458 USD, 57192 USD, 56927 USD, 56840 USD, 56471 USD, 56266 USD, 56082 USD, 55973 USD, 55501 USD, 55349 USD, 55263 USD, 54905 USD, 54692 USD, 54651 USD, 54353 USD, 54311 USD, 54176 USD, 54117 USD, 53496 USD, 53161 USD, 52956 USD, 52879 USD, 52795 USD, 52373 USD, 52257 USD, 52119 USD, 52072 USD, 51834 USD, 51545 USD, 51277 USD, 50886 USD, 50734 USD, 50709 USD, 50407 USD, 50104 USD, 49791 USD, 49473 USD, 49227 USD, 49142 USD, 48995 USD, 48731 USD, 48659 USD, 48618 USD, 48510 USD, 48336 USD, 47687 USD, 47527 USD, 47498 USD, 46733 USD, 46482 USD, 46436 USD, 46316 USD, 46099 USD, 46057 USD, 45607 USD, 45454 USD, 45409 USD, 45335 USD, 45285 USD, 45216 USD, 44740 USD, 44633 USD, 44394 USD, 44116 USD, 44023 USD, 43760 USD, 42303 USD, 41749 USD, 41683 USD, 40917 USD, 40739 USD, 40418 USD, 40394 USD, 39917 USD, 39747 USD, 39366 USD, 39332 USD, 38205 USD, 37822 USD, 37791 USD, 37715 USD, 37372 USD, 37286 USD, 36714 USD, 36590 USD, 36485 USD, 36208 USD, 35972 USD, 34388 USD, 33866 USD, 33392 USD, 32453 USD, 32362 USD, 32155 USD, 31401 USD, 31028 USD, 30346 USD, 29728 USD, 29388 USD, 29234 USD, 29159 USD, 28751 USD, 28612 USD, 27796 USD, 27643 USD, 27533 USD, 27354 USD, 27339 USD, 27059 USD, 26982 USD, 26936 USD, 26550 USD, 26117 USD, 25922 USD, 25282 USD, 25279 USD, 25210 USD, 25065 USD, 24649 USD, 24090 USD, 24019 USD, 23826 USD, 23705 USD, 23418 USD, 23226 USD, 23160 USD, 22187 USD, 22119 USD, 21963 USD, 21459 USD, 21300 USD, 21238 USD, 20794 USD, 20399 USD, 20209 USD, 20176 USD, 19828 USD, 19801 USD, 19539 USD, 19526 USD, 19377 USD, 18980 USD, 18751 USD, 18724 USD, 18302 USD, 18293 USD, 18156 USD, 18094 USD, 17719 USD, 17707 USD, 16921 USD, 16721 USD, 16689 USD, 16451 USD, 16384 USD, 16279 USD, 16208 USD, 16086 USD, 15830 USD, 15369 USD, 15206 USD, 15148 USD, 15077 USD, 14910 USD, 14861 USD, 14830 USD, 14593 USD, 14593 USD, 14476 USD, 14472 USD, 14445 USD, 14256 USD, 14217 USD, 14167 USD, 14151 USD, 14112 USD, 14100 USD, 14029 USD, 13969 USD, 13964 USD, 13906 USD, 13796 USD, 13732 USD, 13665 USD, 13663 USD, 13613 USD, 13598 USD, 13584 USD, 13575 USD, 13552 USD, 13534 USD, 13523 USD, 13510 USD, 13487 USD, 13398 USD, 13321 USD, 13281 USD, 13280 USD, 13254 USD, 13139 USD, 13001 USD, 13001 USD, 12969 USD, 12964 USD, 12859 USD, 12848 USD, 12735 USD, 12722 USD, 12643 USD, 12600 USD, 12467 USD, 12459 USD, 12357 USD, 12221 USD, 12052 USD, 11998 USD, 11981 USD, 11967 USD, 11920 USD, 11866 USD, 11841 USD, 11760 USD, 11737 USD, 11716 USD, 11690 USD, 11684 USD, 11538 USD, 11504 USD, 11502 USD, 11466 USD, 11463 USD, 11450 USD, 11438 USD, 11393 USD, 11234 USD, 11196 USD, 11151 USD, 11090 USD, 11084 USD, 11028 USD, 11015 USD, 11001 USD, 10987 USD, 10982 USD, 10950 USD, 10938 USD, 10938 USD, 10936 USD, 10906 USD, 10857 USD, 10834 USD, 10708 USD, 10704 USD, 10703 USD, 10664 USD, 10663 USD, 10660 USD, 10656 USD, 10638 USD, 10605 USD, 10569 USD, 10537 USD, 10457 USD, 10416 USD, 10410 USD, 10367 USD, 10313 USD, 10285 USD, 10129 USD, 10103 USD, 10089 USD, 10059 USD, 10021 USD, 10010 USD, 9993 USD, 9967 USD, 9948 USD, 9932 USD, 9915 USD, 9895 USD, 9893 USD, 9857 USD, 9843 USD, 9836 USD, 9795 USD, 9739 USD, 9692 USD, 9691 USD, 9677 USD, 9606 USD, 9599 USD, 9585 USD, 9579 USD, 9564 USD, 9508 USD, 9506 USD, 9427 USD, 9420 USD, 9396 USD, 9371 USD, 9364 USD, 9357 USD, 9353 USD, 9340 USD, 9334 USD, 9315 USD, 9314 USD, 9310 USD, 9303 USD, 9288 USD, 9263 USD, 9254 USD, 9239 USD, 9163 USD, 9151 USD, 9109 USD, 9042 USD, 9041 USD, 8991 USD, 8991 USD, 8973 USD, 8968 USD, 8949 USD, 8900 USD, 8888 USD, 8876 USD, 8870 USD, 8869 USD, 8852 USD, 8847 USD, 8842 USD, 8833 USD, 8810 USD, 8795 USD, 8778 USD, 8776 USD, 8769 USD, 8766 USD, 8764 USD, 8738 USD, 8682 USD, 8655 USD, 8603 USD, 8541 USD, 8526 USD, 8516 USD, 8515 USD, 8491 USD, 8439 USD, 8417 USD, 8417 USD, 8405 USD, 8396 USD, 8357 USD, 8324 USD, 8315 USD, 8312 USD, 8308 USD, 8307 USD, 8277 USD, 8257 USD, 8212 USD, 8202 USD, 8201 USD, 8191 USD, 8190 USD, 8186 USD, 8181 USD, 8180 USD, 8177 USD, 8168 USD, 8157 USD, 8150 USD, 8149 USD, 8143 USD, 8116 USD, 8100 USD, 8094 USD, 8053 USD, 8047 USD, 8039 USD, 8033 USD, 8008 USD, 7995 USD, 7964 USD, 7947 USD, 7939 USD, 7937 USD, 7936 USD, 7910 USD, 7896 USD, 7889 USD, 7865 USD, 7833 USD, 7811 USD, 7785 USD, 7770 USD, 7769 USD, 7769 USD, 7765 USD, 7763 USD, 7754 USD, 7752 USD, 7719 USD, 7699 USD, 7693 USD, 7686 USD, 7684 USD, 7676 USD, 7673 USD, 7645 USD, 7634 USD, 7618 USD, 7551 USD, 7550 USD, 7549 USD, 7529 USD, 7523 USD, 7517 USD, 7497 USD, 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6213 USD, 6198 USD, 6194 USD, 6186 USD, 6173 USD, 6171 USD, 6170 USD, 6163 USD, 6148 USD, 6143 USD, 6099 USD, 6071 USD, 6068 USD, 6061 USD, 6055 USD, 6047 USD, 6043 USD, 6036 USD, 6028 USD, 6016 USD, 6002 USD, 5991 USD, 5974 USD, 5960 USD, 5934 USD, 5932 USD, 5928 USD, 5928 USD, 5928 USD, 5922 USD, 5922 USD, 5918 USD, 5915 USD, 5911 USD, 5906 USD, 5904 USD, 5893 USD, 5892 USD, 5873 USD, 5868 USD, 5852 USD, 5848 USD, 5836 USD, 5812 USD, 5797 USD, 5774 USD, 5773 USD, 5762 USD, 5761 USD, 5752 USD, 5749 USD, 5740 USD, 5738 USD, 5724 USD, 5708 USD, 5708 USD, 5705 USD, 5687 USD, 5683 USD, 5680 USD, 5663 USD, 5660 USD, 5656 USD, 5654 USD, 5652 USD, 5650 USD, 5644 USD, 5643 USD, 5633 USD, 5629 USD, 5622 USD, 5620 USD, 5618 USD, 5610 USD, 5609 USD, 5600 USD, 5599 USD, 5599 USD, 5594 USD, 5590 USD, 5588 USD, 5569 USD, 5522 USD, 5509 USD, 5507 USD, 5496 USD, 5494 USD, 5494 USD, 5489 USD, 5486 USD, 5484 USD, 5481 USD, 5476 USD, 5456 USD, 5455 USD, 5448 USD, 5435 USD, 5434 USD, 5406 USD, 5365 USD, 5359 USD, 5348 USD, 5347 USD, 5328 USD, 5323 USD, 5317 USD, 5308 USD, 5290 USD, 5286 USD, 5263 USD, 5263 USD, 5259 USD, 5238 USD, 5233 USD, 5217 USD, 5192 USD, 5190 USD, 5174 USD, 5174 USD, 5164 USD, 5157 USD, 5157 USD, 5139 USD, 5106 USD, 5086 USD, 5080 USD, 5062 USD, 5054 USD, 5037 USD, 5033 USD, 5027 USD, 5023 USD, 5022 USD, 5012 USD, 4996 USD, 4979 USD, 4977 USD, 4963 USD, 4960 USD, 4954 USD, 4942 USD, 4941 USD, 4940 USD, 4934 USD, 4907 USD, 4907 USD, 4894 USD, 4889 USD, 4881 USD, 4868 USD, 4856 USD, 4855 USD, 4854 USD, 4852 USD, 4852 USD, 4837 USD, 4830 USD, 4808 USD, 4798 USD, 4786 USD, 4775 USD, 4768 USD, 4757 USD, 4757 USD, 4754 USD, 4749 USD, 4739 USD, 4738 USD, 4736 USD, 4736 USD, 4731 USD, 4716 USD, 4709 USD, 4704 USD, 4703 USD, 4700 USD, 4694 USD, 4694 USD, 4692 USD, 4692 USD, 4689 USD, 4683 USD, 4681 USD, 4678 USD, 4677 USD, 4665 USD, 4650 USD, 4638 USD, 4592 USD, 4580 USD, 4579 USD, 4567 USD, 4563 USD, 4539 USD, 4538 USD, 4528 USD, 4514 USD, 4504 USD, 4495 USD, 4487 USD, 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3102 USD, 3102 USD, 3100 USD, 3098 USD, 3085 USD, 3083 USD, 3079 USD, 3078 USD, 3072 USD, 3071 USD, 3070 USD, 3068 USD, 3066 USD, 3064 USD, 3055 USD, 3053 USD, 3051 USD, 3040 USD, 3038 USD, 3029 USD, 3029 USD, 3020 USD, 3006 USD, 3000 USD, 2997 USD, 2994 USD, 2967 USD, 2955 USD, 2954 USD, 2945 USD, 2942 USD, 2934 USD, 2926 USD, 2919 USD, 2911 USD, 2908 USD, 2905 USD, 2899 USD, 2893 USD, 2885 USD, 2882 USD, 2876 USD, 2872 USD, 2864 USD, 2851 USD, 2846 USD, 2834 USD, 2834 USD, 2824 USD, 2816 USD, 2815 USD, 2809 USD, 2808 USD, 2799 USD, 2785 USD, 2771 USD, 2770 USD, 2768 USD, 2764 USD, 2750 USD, 2743 USD, 2742 USD, 2736 USD, 2733 USD, 2733 USD, 2712 USD, 2705 USD, 2704 USD, 2686 USD, 2683 USD, 2682 USD, 2661 USD, 2651 USD, 2649 USD, 2646 USD, 2641 USD, 2634 USD, 2631 USD, 2630 USD, 2630 USD, 2629 USD, 2627 USD, 2618 USD, 2603 USD, 2602 USD, 2599 USD, 2593 USD, 2591 USD, 2583 USD, 2574 USD, 2569 USD, 2564 USD, 2560 USD, 2552 USD, 2543 USD, 2538 USD, 2538 USD, 2532 USD, 2527 USD, 2523 USD, 2523 USD, 2522 USD, 2519 USD, 2513 USD, 2504 USD, 2498 USD, 2497 USD, 2492 USD, 2492 USD, 2485 USD, 2481 USD, 2476 USD, 2473 USD, 2472 USD, 2469 USD, 2458 USD, 2453 USD, 2446 USD, 2445 USD, 2442 USD, 2442 USD, 2428 USD, 2427 USD, 2410 USD, 2410 USD, 2408 USD, 2408 USD, 2406 USD, 2394 USD, 2385 USD, 2377 USD, 2371 USD, 2366 USD, 2364 USD, 2363 USD, 2353 USD, 2348 USD, 2332 USD, 2326 USD, 2316 USD, 2297 USD, 2288 USD, 2285 USD, 2285 USD, 2279 USD, 2268 USD, 2262 USD, 2261 USD, 2258 USD, 2248 USD, 2225 USD, 2217 USD, 2216 USD, 2216 USD, 2215 USD, 2212 USD, 2208 USD, 2196 USD, 2191 USD, 2190 USD, 2180 USD, 2178 USD, 2174 USD, 2170 USD, 2168 USD, 2168 USD, 2158 USD, 2144 USD, 2143 USD, 2134 USD, 2133 USD, 2131 USD, 2129 USD, 2106 USD, 2099 USD, 2096 USD, 2087 USD, 2083 USD, 2060 USD, 2053 USD, 2048 USD, 2040 USD, 2021 USD, 2018 USD, 2018 USD, 2017 USD, 2015 USD, 2015 USD, 2015 USD, 2011 USD, 2010 USD, 2009 USD, 2001 USD, 1999 USD, 1993 USD, 1992 USD, 1988 USD, 1984 USD, 1981 USD, 1978 USD, 1961 USD, 1960 USD, 1959 USD, 1956 USD, 1955 USD, 1945 USD, 1944 USD, 1930 USD, 1910 USD, 1899 USD, 1895 USD, 1880 USD, 1872 USD, 1872 USD, 1869 USD, 1865 USD, 1859 USD, 1855 USD, 1842 USD, 1817 USD, 1813 USD, 1813 USD, 1812 USD, 1811 USD, 1749 USD, 1736 USD, 1725 USD, 1707 USD, 1705 USD, 1702 USD, 1695 USD, 1685 USD, 1671 USD, 1669 USD, 1652 USD, 1649 USD, 1632 USD, 1610 USD, 1609 USD, 1607 USD, 1606 USD, 1606 USD, 1581 USD, 1557 USD, 1554 USD, 1539 USD, 1539 USD, 1537 USD, 1534 USD, 1516 USD, 1507 USD, 1485 USD, 1482 USD, 1479 USD, 1454 USD, 1446 USD, 1438 USD, 1438 USD, 1434 USD, 1434 USD, 1433 USD, 1422 USD, 1420 USD, 1413 USD, 1413 USD, 1387 USD, 1368 USD, 1362 USD, 1354 USD, 1352 USD, 1350 USD, 1344 USD, 1338 USD, 1332 USD, 1278 USD, 1269 USD, 1261 USD, 1255 USD, 1254 USD, 1253 USD, 1250 USD, 1238 USD, 1225 USD, 1215 USD, 1211 USD, 1196 USD, 1186 USD, 1159 USD, 1147 USD, 1132 USD, 1130 USD, 1128 USD, 1125 USD, 1113 USD, 1106 USD, 1097 USD, 1092 USD, 1072 USD, 1070 USD, 1067 USD, 1064 USD, 1045 USD, 1014 USD, 1007 USD, 1006 USD, 965 USD, 959 USD, 955 USD, 954 USD, 953 USD, 938 USD, 936 USD, 934 USD, 933 USD, 889 USD, 857 USD, 848 USD, 842 USD, 821 USD, 785 USD, 764 USD, 742 USD, 728 USD, 696 USD, 693 USD, 634 USD, 545 USD, 475 USD, 348 USD, 206 USD, 180 USD, 143 USD, 143 USD, 101 USD, 94 USD, 91 USD, 48 USD, 48 USD, 39 USD, 38 USD, 36 USD, 25 USD, 16 USD, 12 USD, 8 USD, 4 USD, 3 USD, 2 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([3866100 USD, 1409918 USD, 1387203 USD, 1010673 USD, 814544 USD, 616391 USD, 555531 USD, 536452 USD, 449978 USD, 402545 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": "2709574 USD",
"mix_bonds": "0.123034273788879610573149580525",
"mix_other": "0.142982396059634379098907943106",
"mix_stock": "0.642085463258615695343530449426",
"mix_savings": "0.0387654157660807212521989028062",
"payout_rate": "0.0974506765602767490592062855051",
"stock_count": "1390",
"excise_filed": "76480 USD",
"largest_stock": "3866100 USD",
"mir_difference": "0.2 USD",
"mir_recomputed": "2709573.8 USD",
"mix_government": "0.0213421017798474745309522457886",
"payout_coverage": "2.00562380226456024737438162101",
"total_assets_fmv": "56298532 USD",
"excise_difference": "0.0872 USD",
"excise_recomputed": "76479.9128 USD",
"distributable_filed": "2633094 USD",
"stock_concentration": "0.0186428452038514878641389158929",
"top10_share_of_stock": "0.305665365800139419459230762996",
"net_investment_income": "5502152 USD",
"distributable_difference": "0 USD",
"distributable_recomputed": "2633094 USD",
"effective_stock_holdings": "53.6398810946199697528045085536",
"net_noncharitable_assets": "54191476 USD",
"qualifying_distributions": "5280996 USD",
"undistributed_to_next_year": "0 USD",
"largest_stock_share_of_assets": "0.0686714175779929750210893598433",
"largest_stock_halved_share_of_assets": "0.0343357087889964875105446799217"
},
"version": 2,
"holdings": {
"tie": "exact",
"top": [
{
"fmv": "3866100",
"name": "FIRST MID BANCSHARES INC",
"shareOfAssets": "0.0686714175779929750210893598433"
},
{
"fmv": "1409918",
"name": "MICROSOFT CORP",
"shareOfAssets": "0.0250436014921312690711011789792"
},
{
"fmv": "1387203",
"name": "AMAZON COM INC COM",
"shareOfAssets": "0.024640127383783292964015473796"
},
{
"fmv": "1010673",
"name": "ALPHABET INC SHS CL A",
"shareOfAssets": "0.0179520311470998924092727675386"
},
{
"fmv": "814544",
"name": "BERKSHIRE HATHAWAYINC",
"shareOfAssets": "0.0144682991023638058626466494721"
},
{
"fmv": "616391",
"name": "NVIDIA",
"shareOfAssets": "0.0109486158537846066750017567066"
},
{
"fmv": "555531",
"name": "MASTERCARD INC",
"shareOfAssets": "0.00986759299514239554239176254187"
},
{
"fmv": "536452",
"name": "GODADDY INC SHS CL A",
"shareOfAssets": "0.00952870316405408226274887593872"
},
{
"fmv": "449978",
"name": "INTERACTIVE BROKERS GROU",
"shareOfAssets": "0.00799271284729058299424219445011"
},
{
"fmv": "402545",
"name": "PROGRESSIVE CRP OHIO",
"shareOfAssets": "0.00715018643825384292435902236314"
}
],
"count": 1390,
"schedule": "Corporate stock (line 10b)"
},
"refusals": [],
"blankLines": [],
"kernelProof": "a23f3537fd10bc3629421728d70ccadf7174df8952a7a7cf8095fa5ee702527c",
"otherInvestments": [
{
"fmv": "3443075",
"name": "BNY MELLON INTL",
"shareOfAssets": "0.0611574561127100081401767278763"
},
{
"fmv": "3090207",
"name": "EVANSTON ALTERNATIVE OPP FUND",
"shareOfAssets": "0.0548896550268841823442216930274"
},
{
"fmv": "453301",
"name": "MAD CAPITAL PERENNIAL FD",
"shareOfAssets": "0.00805173747692035735496620053965"
},
{
"fmv": "266072",
"name": "OPEN PRAIRIE RURAL OPPORTUNITIES FUND",
"shareOfAssets": "0.00472609125936001315274082102176"
},
{
"fmv": "248553",
"name": "FEDERAL HOME LN BKS 3.10% DUE 6/9/25",
"shareOfAssets": "0.00441491085415868392447604140016"
}
]
}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.