Sealed proof · filed Form 990-PF
MARIE LAMFROM CHARITABLE FOUNDATION TRUST
EIN 93-1254171, 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 MARIE LAMFROM CHARITABLE FOUNDATION 091898. 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 August 20, 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 distributions1.24×
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 rate6.2%
of net noncharitable-use assets; the legal test is the distributable amount, not this rate
Assets at fair market value$374.9M
end of the tax year, Part II
Largest listed stock2.6%
NVIDIA
If that stock halved−1.3%
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
MARIE LAMFROM CHARITABLE FOUNDATION TRUST · 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/f0af76968fc4 — 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) | $18,094,052 | $18,094,052.15 | recomputes, within the form's whole-dollar rounding (difference −$0.15) |
| Excise tax: 1.39% of net investment income (Part V line 1) | $132,237 | $132,236.955 | recomputes, within the form's whole-dollar rounding (difference $0.045) |
| Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7) | $17,964,565 | $17,964,565 | recomputes exactly |
Where the assets sit, at fair market value
| Part II line | Fair market value | Share of assets |
|---|---|---|
| Cash (line 1) | $1.1M | 0.3% |
| Savings and temporary cash investments (line 2) | $6M | 1.6% |
| U.S. and state government obligations (line 10a) | $30M | 8.0% |
| Corporate stock (line 10b) | $150M | 40.0% |
| Corporate bonds (line 10c) | $86.3M | 23.0% |
| Other investments (line 13) | $96.4M | 25.7% |
The ten largest listed stocks, of 88 on the schedule
The schedule ties to Part II line 10b exactly. It behaves like 44.1 equal holdings; the ten largest are 36.7% of the listed stock.
| Stock, as listed | Fair market value | Share of assets |
|---|---|---|
| NVIDIA | $9.7M | 2.6% |
| APPLE | $9.4M | 2.5% |
| MICROSOFT | $8.3M | 2.2% |
| AMAZON.COM | $5.5M | 1.5% |
| BERKSHIRE HATHAWAY B | $4.5M | 1.2% |
| JPMORGAN CHASE | $4.3M | 1.1% |
| ELI LILLY | $3.5M | 0.9% |
| META PLATFORMS | $3.4M | 0.9% |
| COSTCO WHOLESALE | $3.3M | 0.9% |
| ALPHABET INC C | $3.2M | 0.8% |
Largest other investments (line 13), as listed
| VANGUARD SMALL-CAP | $13.6M | 3.6% |
| ISHARES CORE S&P MID-CAP | $11.4M | 3.0% |
| ISHARES MSCI EAFE | $10M | 2.7% |
| ISHARES RUSSELL 2000 GROWTH | $7.6M | 2.0% |
| ISHARES RUSSELL 2000 VALUE | $7.4M | 2.0% |
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 $18,094,052; recomputed $18,094,052.15; agrees within the form's whole-dollar rounding. |
| Excise tax | Part V line 1 against 1.39% of net investment income | agrees | Filed $132,237; recomputed $132,236.95; 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 $17,964,565; recomputed $17,964,565; agrees to the dollar. |
| Payout coverage | Part XI total against Part X line 7 | reported | Qualifying distributions $22,286,794 against a distributable amount of $17,964,565 (1.24×). |
| 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 | 88 listed holdings sum to Part II line 10b exactly; the largest is 2.6% 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 20 August 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. | $132,236 | Projected under the assumptions below |
| December 31, 2026 | Distributable amount for the year ending 31 December 2025, to be paid out | $17,961,815 | 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 $14,475,241, $3,618,810 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, $361881043; the thirteen-month average is not observable from a filing.
- Net investment income for that year equals this return's, $9513450.
- 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)
0fdd8efe6e21d8f9…· 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
f0af76968fc4a5ba4d16f6638aef98c76e870b914a28f986dd95e2ee669b2b87 · recomputed now, matchesreturn Form 990-PF, IRS object
202542329349100914, schema 2024v5.2 — the file as the IRS published it hashes to d97cb1eda8f68bb3…source file
202542329349100914_public.xml inside 2025_TEOS_XML_08A.zip at irs.gov — not part of the seal; fetch it yourself with verify_proof.py f0af76968fc4 --fetcharithmetic
kernel@2026-09-15.1 · kernel proof 9868a38225e30358…rules
b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b · commit f80886675d1e — 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 = 374872001 USD let mix_cash = share(1078940 USD, total_assets_fmv) let mix_savings = share(5952245 USD, total_assets_fmv) let mix_government = share(30045886 USD, total_assets_fmv) let mix_stock = share(150025554 USD, total_assets_fmv) let mix_bonds = share(86309084 USD, total_assets_fmv) let mix_other = share(96351098 USD, total_assets_fmv) let net_noncharitable_assets = 361881043 USD let mir_filed = 18094052 USD let mir_recomputed = net_noncharitable_assets * 5% let mir_difference = mir_filed - mir_recomputed let net_investment_income = 9513450 USD let excise_filed = 132237 USD let excise_recomputed = net_investment_income * 1.39% let excise_difference = excise_filed - excise_recomputed let distributable_filed = 17964565 USD let distributable_recomputed = 18094052 USD - 132237 USD + 2750 USD - 0 USD let distributable_difference = distributable_filed - distributable_recomputed let qualifying_distributions = 22286794 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 = [9706481 USD, 9405274 USD, 8322518 USD, 5477510 USD, 4481126 USD, 4267078 USD, 3529584 USD, 3388346 USD, 3293074 USD, 3153686 USD, 3010281 USD, 2979997 USD, 2650888 USD, 2638842 USD, 2622499 USD, 2382642 USD, 2222604 USD, 2088326 USD, 2033395 USD, 2013511 USD, 1856205 USD, 1773040 USD, 1673775 USD, 1654532 USD, 1615166 USD, 1598337 USD, 1597707 USD, 1588198 USD, 1584926 USD, 1568733 USD, 1549505 USD, 1515782 USD, 1499756 USD, 1451322 USD, 1440385 USD, 1403418 USD, 1349547 USD, 1348934 USD, 1348518 USD, 1338506 USD, 1290150 USD, 1289382 USD, 1264884 USD, 1243399 USD, 1207608 USD, 1151721 USD, 1090193 USD, 1085720 USD, 1083751 USD, 1058442 USD, 1001714 USD, 986655 USD, 956609 USD, 952178 USD, 921655 USD, 913330 USD, 913181 USD, 908482 USD, 866368 USD, 863971 USD, 860676 USD, 848342 USD, 836451 USD, 835547 USD, 834005 USD, 828173 USD, 809787 USD, 797765 USD, 795776 USD, 792536 USD, 791979 USD, 768825 USD, 764088 USD, 740548 USD, 730882 USD, 723372 USD, 696165 USD, 695980 USD, 681700 USD, 649722 USD, 636483 USD, 628308 USD, 543797 USD, 488917 USD, 416267 USD, 244510 USD, 111438 USD, 168 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([9706481 USD, 9405274 USD, 8322518 USD, 5477510 USD, 4481126 USD, 4267078 USD, 3529584 USD, 3388346 USD, 3293074 USD, 3153686 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": "1078940",
"line": "cash",
"label": "Cash (line 1)",
"share": "0.00287815573614952374103821106661"
},
{
"fmv": "5952245",
"line": "savings",
"label": "Savings and temporary cash investments (line 2)",
"share": "0.0158780730065780506237381009418"
},
{
"fmv": "30045886",
"line": "government",
"label": "U.S. and state government obligations (line 10a)",
"share": "0.0801497202241039068692676250313"
},
{
"fmv": "150025554",
"line": "stock",
"label": "Corporate stock (line 10b)",
"share": "0.400204746152807501886490583755"
},
{
"fmv": "86309084",
"line": "bonds",
"label": "Corporate bonds (line 10c)",
"share": "0.230236143989852152228354872521"
},
{
"fmv": "96351098",
"line": "other",
"label": "Other investments (line 13)",
"share": "0.257023991503702619817690785608"
}
],
"kind": "public-filing-990pf",
"lens": "AXIOM",
"build": {
"commit": "f80886675d1e9841aaf04d9ad7d91262ed5fee38",
"digest": "b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b"
},
"filer": {
"ein": "931254171",
"name": "MARIE LAMFROM CHARITABLE FOUNDATION TRUST"
},
"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": "18094052",
"label": "Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)",
"verdict": "rounding",
"difference": "-0.15",
"recomputed": "18094052.15"
},
{
"id": "excise_tax",
"note": null,
"filed": "132237",
"label": "Excise tax: 1.39% of net investment income (Part V line 1)",
"verdict": "rounding",
"difference": "0.045",
"recomputed": "132236.955"
},
{
"id": "distributable_amount",
"note": null,
"filed": "17964565",
"label": "Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)",
"verdict": "exact",
"difference": "0",
"recomputed": "17964565"
}
],
"engine": "kernel@2026-09-15.1",
"source": {
"form": "990-PF",
"lines": {
"netInvestmentIncome": "9513450",
"grossInvestmentIncome": "11044406",
"netNoncharitableAssets": "361881043",
"undistributedCurrentYear": "0"
},
"period": {
"end": "2024-12-31",
"days": 366,
"begin": "2024-01-01"
},
"amended": false,
"foreign": {
"organization": false,
"meets85PctTest": false
},
"objectId": "202542329349100914",
"returnTs": "2025-08-20T13:52:07-05:00",
"operating": false,
"sourceSha256": "d97cb1eda8f68bb3a5eedc766b41e30e1c42e6a1fd7a4aa7753fcba0b5db4fd2",
"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 = 374872001 USD\nlet mix_cash = share(1078940 USD, total_assets_fmv)\nlet mix_savings = share(5952245 USD, total_assets_fmv)\nlet mix_government = share(30045886 USD, total_assets_fmv)\nlet mix_stock = share(150025554 USD, total_assets_fmv)\nlet mix_bonds = share(86309084 USD, total_assets_fmv)\nlet mix_other = share(96351098 USD, total_assets_fmv)\nlet net_noncharitable_assets = 361881043 USD\nlet mir_filed = 18094052 USD\nlet mir_recomputed = net_noncharitable_assets * 5%\nlet mir_difference = mir_filed - mir_recomputed\nlet net_investment_income = 9513450 USD\nlet excise_filed = 132237 USD\nlet excise_recomputed = net_investment_income * 1.39%\nlet excise_difference = excise_filed - excise_recomputed\nlet distributable_filed = 17964565 USD\nlet distributable_recomputed = 18094052 USD - 132237 USD + 2750 USD - 0 USD\nlet distributable_difference = distributable_filed - distributable_recomputed\nlet qualifying_distributions = 22286794 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 = [9706481 USD, 9405274 USD, 8322518 USD, 5477510 USD, 4481126 USD, 4267078 USD, 3529584 USD, 3388346 USD, 3293074 USD, 3153686 USD, 3010281 USD, 2979997 USD, 2650888 USD, 2638842 USD, 2622499 USD, 2382642 USD, 2222604 USD, 2088326 USD, 2033395 USD, 2013511 USD, 1856205 USD, 1773040 USD, 1673775 USD, 1654532 USD, 1615166 USD, 1598337 USD, 1597707 USD, 1588198 USD, 1584926 USD, 1568733 USD, 1549505 USD, 1515782 USD, 1499756 USD, 1451322 USD, 1440385 USD, 1403418 USD, 1349547 USD, 1348934 USD, 1348518 USD, 1338506 USD, 1290150 USD, 1289382 USD, 1264884 USD, 1243399 USD, 1207608 USD, 1151721 USD, 1090193 USD, 1085720 USD, 1083751 USD, 1058442 USD, 1001714 USD, 986655 USD, 956609 USD, 952178 USD, 921655 USD, 913330 USD, 913181 USD, 908482 USD, 866368 USD, 863971 USD, 860676 USD, 848342 USD, 836451 USD, 835547 USD, 834005 USD, 828173 USD, 809787 USD, 797765 USD, 795776 USD, 792536 USD, 791979 USD, 768825 USD, 764088 USD, 740548 USD, 730882 USD, 723372 USD, 696165 USD, 695980 USD, 681700 USD, 649722 USD, 636483 USD, 628308 USD, 543797 USD, 488917 USD, 416267 USD, 244510 USD, 111438 USD, 168 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([9706481 USD, 9405274 USD, 8322518 USD, 5477510 USD, 4481126 USD, 4267078 USD, 3529584 USD, 3388346 USD, 3293074 USD, 3153686 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": "0.00287815573614952374103821106661",
"mir_filed": "18094052 USD",
"mix_bonds": "0.230236143989852152228354872521",
"mix_other": "0.257023991503702619817690785608",
"mix_stock": "0.400204746152807501886490583755",
"mix_savings": "0.0158780730065780506237381009418",
"payout_rate": "0.061585967077031995842899126385",
"stock_count": "88",
"excise_filed": "132237 USD",
"largest_stock": "9706481 USD",
"mir_difference": "-0.15 USD",
"mir_recomputed": "18094052.15 USD",
"mix_government": "0.0801497202241039068692676250313",
"payout_coverage": "1.24059747619828256347982820625",
"total_assets_fmv": "374872001 USD",
"excise_difference": "0.045 USD",
"excise_recomputed": "132236.955 USD",
"distributable_filed": "17964565 USD",
"stock_concentration": "0.0226954572652665980979611674816",
"top10_share_of_stock": "0.366768697284730573299532691611",
"net_investment_income": "9513450 USD",
"distributable_difference": "0 USD",
"distributable_recomputed": "17964565 USD",
"effective_stock_holdings": "44.0616810805751897077252871873",
"net_noncharitable_assets": "361881043 USD",
"qualifying_distributions": "22286794 USD",
"undistributed_to_next_year": "0 USD",
"largest_stock_share_of_assets": "0.0258927873356964848383008471203",
"largest_stock_halved_share_of_assets": "0.0129463936678482424191504235602"
},
"version": 2,
"holdings": {
"tie": "exact",
"top": [
{
"fmv": "9706481",
"name": "NVIDIA",
"shareOfAssets": "0.0258927873356964848383008471203"
},
{
"fmv": "9405274",
"name": "APPLE",
"shareOfAssets": "0.0250892944122545978033712899246"
},
{
"fmv": "8322518",
"name": "MICROSOFT",
"shareOfAssets": "0.0222009592015382338463842755757"
},
{
"fmv": "5477510",
"name": "AMAZON.COM",
"shareOfAssets": "0.0146116807480641905822142209015"
},
{
"fmv": "4481126",
"name": "BERKSHIRE HATHAWAY B",
"shareOfAssets": "0.0119537495146243263977455600905"
},
{
"fmv": "4267078",
"name": "JPMORGAN CHASE",
"shareOfAssets": "0.0113827599517094903014642589965"
},
{
"fmv": "3529584",
"name": "ELI LILLY",
"shareOfAssets": "0.0094154377776536050234383869069"
},
{
"fmv": "3388346",
"name": "META PLATFORMS",
"shareOfAssets": "0.00903867451012965889655760127041"
},
{
"fmv": "3293074",
"name": "COSTCO WHOLESALE",
"shareOfAssets": "0.00878452909583930222625508913374"
},
{
"fmv": "3153686",
"name": "ALPHABET INC C",
"shareOfAssets": "0.00841270084612160725228449376778"
}
],
"count": 88,
"schedule": "Corporate stock (line 10b)"
},
"refusals": [],
"blankLines": [],
"kernelProof": "9868a38225e303588f0f86cfbbc3b44e70c5c9285a67a8f9c4128a4f03c77ea2",
"otherInvestments": [
{
"fmv": "13579424",
"name": "VANGUARD SMALL-CAP",
"shareOfAssets": "0.0362241617506131112736797859705"
},
{
"fmv": "11411765",
"name": "ISHARES CORE S&P MID-CAP",
"shareOfAssets": "0.0304417640409479394541391742938"
},
{
"fmv": "9953376",
"name": "ISHARES MSCI EAFE",
"shareOfAssets": "0.0265513988066556082965502670337"
},
{
"fmv": "7620035",
"name": "ISHARES RUSSELL 2000 GROWTH",
"shareOfAssets": "0.0203270315725713534951360637894"
},
{
"fmv": "7419335",
"name": "ISHARES RUSSELL 2000 VALUE",
"shareOfAssets": "0.0197916488300229176091494760634"
}
]
}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.