Sealed proof · filed Form 990-PF
The Lynde and Harry Bradley Foundation Inc
EIN 39-6037928, 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 LYNDE AND HARRY BRADLEY FOUNDATION INC. 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 17, 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 distributions1.32×
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 rate6.5%
of net noncharitable-use assets; the legal test is the distributable amount, not this rate
Assets at fair market value$993.4M
end of the tax year, Part II
Largest listed stock0.8%
ALPHABET INC
If that stock halved−0.4%
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 Lynde and Harry Bradley Foundation Inc · 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/f238214effe2 — 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) | $49,311,060 | $49,311,060.25 | recomputes, within the form's whole-dollar rounding (difference −$0.25) |
| Excise tax: 1.39% of net investment income (Part V line 1) | $912,207 | $912,207.0017 | recomputes, within the form's whole-dollar rounding (difference −$0.0017) |
| Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7) | $48,623,963 | $48,623,963 | recomputes exactly |
Blank on the return and read as zero by the form’s own arithmetic: Part X line 6 (deduction).
Where the assets sit, at fair market value
| Part II line | Fair market value | Share of assets |
|---|---|---|
| Savings and temporary cash investments (line 2) | $46.2M | 4.6% |
| Corporate stock (line 10b) | $270.8M | 27.3% |
| Other investments (line 13) | $671.3M | 67.6% |
The ten largest listed stocks, of 249 on the schedule
The schedule ties to Part II line 10b exactly. It behaves like 96.8 equal holdings; the ten largest are 21.9% of the listed stock.
| Stock, as listed | Fair market value | Share of assets |
|---|---|---|
| ALPHABET INC | $8.1M | 0.8% |
| MICROSOFT CORP | $7.9M | 0.8% |
| UNILEVER PLC | $6.7M | 0.7% |
| NVIDIA CORP | $5.8M | 0.6% |
| CHARLES SCHWAB CORP/THE | $5.5M | 0.5% |
| AMAZON.COM INC | $5.4M | 0.5% |
| KONINKLIJKE PHILIPS NV | $5.3M | 0.5% |
| BOOKING HOLDINGS INC | $5.2M | 0.5% |
| BERKSHIRE HATHAWAY INC | $4.8M | 0.5% |
| META PLATFORMS INC | $4.5M | 0.4% |
Largest other investments (line 13), as listed
| Fixed Income Fund #1 | $56.4M | 5.7% |
| Commingled LP #1 | $52.1M | 5.2% |
| Fixed Income Fund #2 | $47.7M | 4.8% |
| Commingled LP #6 | $45.2M | 4.5% |
| Commingled LP #9 | $34.2M | 3.4% |
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? Yes
- Part VI-B 3b: did it have excess business holdings? No
- 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 $49,311,060; recomputed $49,311,060.25; agrees within the form's whole-dollar rounding. |
| Excise tax | Part V line 1 against 1.39% of net investment income | agrees | Filed $912,207; recomputed $912,207.00; 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 $48,623,963; recomputed $48,623,963; agrees to the dollar. |
| Payout coverage | Part XI total against Part X line 7 | reported | Qualifying distributions $64,353,569 against a distributable amount of $48,623,963 (1.32×). |
| 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 | 249 listed holdings sum to Part II line 10b exactly; the largest is 0.8% of total assets. |
| The foundation's own answers | Part VI-B 2a, 3a, 3b, 4a and 4b, each answered | reported | All 5 answered; Yes to Part VI-B 3a. |
| 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 17 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. | $912,207 | Projected under the assumptions below |
| December 31, 2026 | Distributable amount for the year ending 31 December 2025, to be paid out | $48,398,853 | 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 $39,448,848, $9,862,212 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, $986221205; the thirteen-month average is not observable from a filing.
- Net investment income for that year equals this return's, $65626403.
- 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)
470182ef58432b49…· 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
f238214effe2f6d60bf77cef22c3ab41e4e4093eb7e0c5b28d5dec46ab8ab63d · recomputed now, matchesreturn Form 990-PF, IRS object
202523219349106577, schema 2024v5.1 — the file as the IRS published it hashes to 35aff135b880ffaf…source file
202523219349106577_public.xml inside 2025_TEOS_XML_11C.zip at irs.gov — not part of the seal; fetch it yourself with verify_proof.py f238214effe2 --fetcharithmetic
kernel@2026-09-15.1 · kernel proof a10c04b8d38c9067…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 = 993446884 USD let mix_savings = share(46179767 USD, total_assets_fmv) let mix_stock = share(270811611 USD, total_assets_fmv) let mix_other = share(671347791 USD, total_assets_fmv) let net_noncharitable_assets = 986221205 USD let mir_filed = 49311060 USD let mir_recomputed = net_noncharitable_assets * 5% let mir_difference = mir_filed - mir_recomputed let net_investment_income = 65626403 USD let excise_filed = 912207 USD let excise_recomputed = net_investment_income * 1.39% let excise_difference = excise_filed - excise_recomputed let distributable_filed = 48623963 USD let distributable_recomputed = 49311060 USD - 912207 USD + 225110 USD - 0 USD let distributable_difference = distributable_filed - distributable_recomputed let qualifying_distributions = 64353569 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 = [8070238 USD, 7947804 USD, 6697390 USD, 5843629 USD, 5454907 USD, 5431438 USD, 5335150 USD, 5201936 USD, 4797062 USD, 4457488 USD, 4176004 USD, 4057546 USD, 3999296 USD, 3872468 USD, 3731494 USD, 3662535 USD, 3619602 USD, 3504240 USD, 3457303 USD, 3438051 USD, 3374068 USD, 3331298 USD, 3277619 USD, 3269879 USD, 3052200 USD, 3034468 USD, 2893437 USD, 2890861 USD, 2762022 USD, 2751275 USD, 2535240 USD, 2370137 USD, 2324807 USD, 2268480 USD, 2238840 USD, 2176496 USD, 2175211 USD, 2145310 USD, 2028229 USD, 2002678 USD, 1959278 USD, 1899700 USD, 1887065 USD, 1884750 USD, 1871887 USD, 1832395 USD, 1661045 USD, 1660734 USD, 1637592 USD, 1635200 USD, 1606265 USD, 1523542 USD, 1428230 USD, 1418020 USD, 1378903 USD, 1339420 USD, 1326215 USD, 1292585 USD, 1256606 USD, 1215844 USD, 1183117 USD, 1177097 USD, 1136480 USD, 1098160 USD, 1080901 USD, 1061211 USD, 1027950 USD, 1019077 USD, 1015560 USD, 1014472 USD, 995453 USD, 981500 USD, 969543 USD, 958822 USD, 949256 USD, 945485 USD, 936589 USD, 934728 USD, 912902 USD, 906218 USD, 897581 USD, 888049 USD, 869420 USD, 864813 USD, 860188 USD, 844893 USD, 831260 USD, 808832 USD, 783466 USD, 767910 USD, 755485 USD, 755016 USD, 751044 USD, 749663 USD, 736529 USD, 723507 USD, 708354 USD, 695881 USD, 694824 USD, 690688 USD, 679073 USD, 667642 USD, 667299 USD, 664680 USD, 660416 USD, 656509 USD, 649347 USD, 639309 USD, 629017 USD, 613422 USD, 612781 USD, 612701 USD, 596914 USD, 589102 USD, 586271 USD, 585134 USD, 565869 USD, 562014 USD, 560261 USD, 553955 USD, 553374 USD, 545985 USD, 527588 USD, 513142 USD, 512022 USD, 509072 USD, 495510 USD, 493880 USD, 488248 USD, 487604 USD, 487493 USD, 485845 USD, 479425 USD, 479378 USD, 477485 USD, 477147 USD, 476215 USD, 475433 USD, 469813 USD, 468727 USD, 465750 USD, 464345 USD, 463338 USD, 458004 USD, 456238 USD, 453873 USD, 452937 USD, 452741 USD, 451060 USD, 446658 USD, 439218 USD, 437777 USD, 432613 USD, 405415 USD, 401326 USD, 398750 USD, 398372 USD, 397450 USD, 392440 USD, 388920 USD, 388469 USD, 385136 USD, 381153 USD, 380426 USD, 380381 USD, 374101 USD, 367474 USD, 366006 USD, 364497 USD, 363258 USD, 353327 USD, 340415 USD, 338156 USD, 333782 USD, 324751 USD, 319580 USD, 318774 USD, 315912 USD, 313343 USD, 311718 USD, 307956 USD, 307255 USD, 307217 USD, 306521 USD, 304641 USD, 303537 USD, 302371 USD, 299916 USD, 298196 USD, 297958 USD, 294050 USD, 293805 USD, 293018 USD, 292380 USD, 289832 USD, 286095 USD, 269228 USD, 267648 USD, 265825 USD, 260132 USD, 257884 USD, 257268 USD, 255378 USD, 254948 USD, 254720 USD, 253638 USD, 253088 USD, 251903 USD, 251418 USD, 250767 USD, 249410 USD, 248283 USD, 245298 USD, 242183 USD, 240795 USD, 233391 USD, 229579 USD, 226073 USD, 225828 USD, 225197 USD, 223513 USD, 221171 USD, 212789 USD, 210886 USD, 206817 USD, 206123 USD, 205845 USD, 203450 USD, 202412 USD, 196308 USD, 195691 USD, 190425 USD, 183959 USD, 179995 USD, 175727 USD, 167723 USD, 166115 USD, 162576 USD, 152012 USD, 143286 USD, 142880 USD, 123808 USD, 122726 USD, 116677 USD, 115818 USD, 113485 USD, 97681 USD, 72880 USD, 55881 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([8070238 USD, 7947804 USD, 6697390 USD, 5843629 USD, 5454907 USD, 5431438 USD, 5335150 USD, 5201936 USD, 4797062 USD, 4457488 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": "46179767",
"line": "savings",
"label": "Savings and temporary cash investments (line 2)",
"share": "0.0464843845642380614684176713367"
},
{
"fmv": "270811611",
"line": "stock",
"label": "Corporate stock (line 10b)",
"share": "0.272597977165732395613412583818"
},
{
"fmv": "671347791",
"line": "other",
"label": "Other investments (line 13)",
"share": "0.67577623103199546600017319094"
}
],
"kind": "public-filing-990pf",
"lens": "AXIOM",
"build": {
"commit": "7dd856f88a5ecf553ea48f52397c50a503af0e0d",
"digest": "b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b"
},
"filer": {
"ein": "396037928",
"name": "The Lynde and Harry Bradley Foundation Inc"
},
"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": "49311060",
"label": "Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)",
"verdict": "rounding",
"difference": "-0.25",
"recomputed": "49311060.25"
},
{
"id": "excise_tax",
"note": null,
"filed": "912207",
"label": "Excise tax: 1.39% of net investment income (Part V line 1)",
"verdict": "rounding",
"difference": "-0.0017",
"recomputed": "912207.0017"
},
{
"id": "distributable_amount",
"note": null,
"filed": "48623963",
"label": "Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)",
"verdict": "exact",
"difference": "0",
"recomputed": "48623963"
}
],
"engine": "kernel@2026-09-15.1",
"source": {
"form": "990-PF",
"lines": {
"netInvestmentIncome": "65626403",
"grossInvestmentIncome": "74668710",
"netNoncharitableAssets": "986221205",
"undistributedCurrentYear": "0"
},
"period": {
"end": "2024-12-31",
"days": 366,
"begin": "2024-01-01"
},
"amended": false,
"foreign": {
"organization": false,
"meets85PctTest": false
},
"objectId": "202523219349106577",
"returnTs": "2025-11-17T15:04:21+00:00",
"operating": false,
"sourceSha256": "35aff135b880ffaf07d80dd41881e92687b53dc5d3dbcdc16a493a631a96ab9f",
"returnVersion": "2024v5.1",
"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": "Yes",
"question": "Part VI-B 3a: did it hold more than a 2% direct or indirect interest in any business enterprise?"
},
{
"answer": "No",
"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 = 993446884 USD\nlet mix_savings = share(46179767 USD, total_assets_fmv)\nlet mix_stock = share(270811611 USD, total_assets_fmv)\nlet mix_other = share(671347791 USD, total_assets_fmv)\nlet net_noncharitable_assets = 986221205 USD\nlet mir_filed = 49311060 USD\nlet mir_recomputed = net_noncharitable_assets * 5%\nlet mir_difference = mir_filed - mir_recomputed\nlet net_investment_income = 65626403 USD\nlet excise_filed = 912207 USD\nlet excise_recomputed = net_investment_income * 1.39%\nlet excise_difference = excise_filed - excise_recomputed\nlet distributable_filed = 48623963 USD\nlet distributable_recomputed = 49311060 USD - 912207 USD + 225110 USD - 0 USD\nlet distributable_difference = distributable_filed - distributable_recomputed\nlet qualifying_distributions = 64353569 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 = [8070238 USD, 7947804 USD, 6697390 USD, 5843629 USD, 5454907 USD, 5431438 USD, 5335150 USD, 5201936 USD, 4797062 USD, 4457488 USD, 4176004 USD, 4057546 USD, 3999296 USD, 3872468 USD, 3731494 USD, 3662535 USD, 3619602 USD, 3504240 USD, 3457303 USD, 3438051 USD, 3374068 USD, 3331298 USD, 3277619 USD, 3269879 USD, 3052200 USD, 3034468 USD, 2893437 USD, 2890861 USD, 2762022 USD, 2751275 USD, 2535240 USD, 2370137 USD, 2324807 USD, 2268480 USD, 2238840 USD, 2176496 USD, 2175211 USD, 2145310 USD, 2028229 USD, 2002678 USD, 1959278 USD, 1899700 USD, 1887065 USD, 1884750 USD, 1871887 USD, 1832395 USD, 1661045 USD, 1660734 USD, 1637592 USD, 1635200 USD, 1606265 USD, 1523542 USD, 1428230 USD, 1418020 USD, 1378903 USD, 1339420 USD, 1326215 USD, 1292585 USD, 1256606 USD, 1215844 USD, 1183117 USD, 1177097 USD, 1136480 USD, 1098160 USD, 1080901 USD, 1061211 USD, 1027950 USD, 1019077 USD, 1015560 USD, 1014472 USD, 995453 USD, 981500 USD, 969543 USD, 958822 USD, 949256 USD, 945485 USD, 936589 USD, 934728 USD, 912902 USD, 906218 USD, 897581 USD, 888049 USD, 869420 USD, 864813 USD, 860188 USD, 844893 USD, 831260 USD, 808832 USD, 783466 USD, 767910 USD, 755485 USD, 755016 USD, 751044 USD, 749663 USD, 736529 USD, 723507 USD, 708354 USD, 695881 USD, 694824 USD, 690688 USD, 679073 USD, 667642 USD, 667299 USD, 664680 USD, 660416 USD, 656509 USD, 649347 USD, 639309 USD, 629017 USD, 613422 USD, 612781 USD, 612701 USD, 596914 USD, 589102 USD, 586271 USD, 585134 USD, 565869 USD, 562014 USD, 560261 USD, 553955 USD, 553374 USD, 545985 USD, 527588 USD, 513142 USD, 512022 USD, 509072 USD, 495510 USD, 493880 USD, 488248 USD, 487604 USD, 487493 USD, 485845 USD, 479425 USD, 479378 USD, 477485 USD, 477147 USD, 476215 USD, 475433 USD, 469813 USD, 468727 USD, 465750 USD, 464345 USD, 463338 USD, 458004 USD, 456238 USD, 453873 USD, 452937 USD, 452741 USD, 451060 USD, 446658 USD, 439218 USD, 437777 USD, 432613 USD, 405415 USD, 401326 USD, 398750 USD, 398372 USD, 397450 USD, 392440 USD, 388920 USD, 388469 USD, 385136 USD, 381153 USD, 380426 USD, 380381 USD, 374101 USD, 367474 USD, 366006 USD, 364497 USD, 363258 USD, 353327 USD, 340415 USD, 338156 USD, 333782 USD, 324751 USD, 319580 USD, 318774 USD, 315912 USD, 313343 USD, 311718 USD, 307956 USD, 307255 USD, 307217 USD, 306521 USD, 304641 USD, 303537 USD, 302371 USD, 299916 USD, 298196 USD, 297958 USD, 294050 USD, 293805 USD, 293018 USD, 292380 USD, 289832 USD, 286095 USD, 269228 USD, 267648 USD, 265825 USD, 260132 USD, 257884 USD, 257268 USD, 255378 USD, 254948 USD, 254720 USD, 253638 USD, 253088 USD, 251903 USD, 251418 USD, 250767 USD, 249410 USD, 248283 USD, 245298 USD, 242183 USD, 240795 USD, 233391 USD, 229579 USD, 226073 USD, 225828 USD, 225197 USD, 223513 USD, 221171 USD, 212789 USD, 210886 USD, 206817 USD, 206123 USD, 205845 USD, 203450 USD, 202412 USD, 196308 USD, 195691 USD, 190425 USD, 183959 USD, 179995 USD, 175727 USD, 167723 USD, 166115 USD, 162576 USD, 152012 USD, 143286 USD, 142880 USD, 123808 USD, 122726 USD, 116677 USD, 115818 USD, 113485 USD, 97681 USD, 72880 USD, 55881 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([8070238 USD, 7947804 USD, 6697390 USD, 5843629 USD, 5454907 USD, 5431438 USD, 5335150 USD, 5201936 USD, 4797062 USD, 4457488 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": "49311060 USD",
"mix_other": "0.67577623103199546600017319094",
"mix_stock": "0.272597977165732395613412583818",
"mix_savings": "0.0464843845642380614684176713367",
"payout_rate": "0.0652526721933544310680279887107",
"stock_count": "249",
"excise_filed": "912207 USD",
"largest_stock": "8070238 USD",
"mir_difference": "-0.25 USD",
"mir_recomputed": "49311060.25 USD",
"payout_coverage": "1.32349494013887761472671406895",
"total_assets_fmv": "993446884 USD",
"excise_difference": "-0.0017 USD",
"excise_recomputed": "912207.0017 USD",
"distributable_filed": "48623963 USD",
"stock_concentration": "0.0103308634327655759749458682101",
"top10_share_of_stock": "0.218738929919810565286286783324",
"net_investment_income": "65626403 USD",
"distributable_difference": "0 USD",
"distributable_recomputed": "48623963 USD",
"effective_stock_holdings": "96.7973303013937557085260716629",
"net_noncharitable_assets": "986221205 USD",
"qualifying_distributions": "64353569 USD",
"undistributed_to_next_year": "0 USD",
"largest_stock_share_of_assets": "0.00812347205469718902455181489099",
"largest_stock_halved_share_of_assets": "0.0040617360273485945122759074455"
},
"version": 2,
"holdings": {
"tie": "exact",
"top": [
{
"fmv": "8070238",
"name": "ALPHABET INC",
"shareOfAssets": "0.00812347205469718902455181489099"
},
{
"fmv": "7947804",
"name": "MICROSOFT CORP",
"shareOfAssets": "0.00800023043808751832574070462332"
},
{
"fmv": "6697390",
"name": "UNILEVER PLC",
"shareOfAssets": "0.00674156827895390530008446833077"
},
{
"fmv": "5843629",
"name": "NVIDIA CORP",
"shareOfAssets": "0.00588217557890090478153837563398"
},
{
"fmv": "5454907",
"name": "CHARLES SCHWAB CORP/THE",
"shareOfAssets": "0.00549088943541343877223334267361"
},
{
"fmv": "5431438",
"name": "AMAZON.COM INC",
"shareOfAssets": "0.00546726562584900110271018777487"
},
{
"fmv": "5335150",
"name": "KONINKLIJKE PHILIPS NV",
"shareOfAssets": "0.005370342477212903513420250458"
},
{
"fmv": "5201936",
"name": "BOOKING HOLDINGS INC",
"shareOfAssets": "0.00523624975203002398264102864708"
},
{
"fmv": "4797062",
"name": "BERKSHIRE HATHAWAY INC",
"shareOfAssets": "0.00482870506441691149337783820559"
},
{
"fmv": "4457488",
"name": "META PLATFORMS INC",
"shareOfAssets": "0.00448689111797546289349476685258"
}
],
"count": 249,
"schedule": "Corporate stock (line 10b)"
},
"refusals": [],
"blankLines": [
"Part X line 6 (deduction)"
],
"kernelProof": "a10c04b8d38c9067d6f0dfff34311ae767ebe9cd9796459fc57004aeb5643ebc",
"otherInvestments": [
{
"fmv": "56400104",
"name": "Fixed Income Fund #1",
"shareOfAssets": "0.0567721384085593447792222377135"
},
{
"fmv": "52071772",
"name": "Commingled LP #1",
"shareOfAssets": "0.0524152552478084978320793645974"
},
{
"fmv": "47678080",
"name": "Fixed Income Fund #2",
"shareOfAssets": "0.0479925809501054311022430062803"
},
{
"fmv": "45153100",
"name": "Commingled LP #6",
"shareOfAssets": "0.0454509453169717727958568945494"
},
{
"fmv": "34232184",
"name": "Commingled LP #9",
"shareOfAssets": "0.0344579912135493697919736995219"
}
]
}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.