Sealed proof · filed Form 990-PF
DR C C AND MABEL L CRISS MEMORIAL
EIN 47-0601105, tax year March 1, 2024 to February 28, 2025. 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 DR C C & MABEL L CRISS MEMORIAL 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 19 months ago, so a later one may have been filed since and not yet appear in the public file. The IRS received it on December 22, 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 distributions1.34×
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 rate6.6%
of net noncharitable-use assets; the legal test is the distributable amount, not this rate
Assets at fair market value$29.5M
end of the tax year, Part II
Largest listed stock1.9%
023135106 AMAZON.COM INC
If that stock halved−1.0%
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 C C AND MABEL L CRISS MEMORIAL · Form 990-PF, year ended February 28, 2025checking
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/f93fbafbbc4f — 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) | $1,427,952 | $1,427,951.8 | recomputes, within the form's whole-dollar rounding (difference $0.2) |
| Excise tax: 1.39% of net investment income (Part V line 1) | $17,081 | $17,080.9872 | recomputes, within the form's whole-dollar rounding (difference $0.0128) |
| Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7) | $1,410,871 | $1,410,871 | 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) | $1M | 3.5% |
| Corporate stock (line 10b) | $11M | 37.5% |
| Corporate bonds (line 10c) | $4.8M | 16.3% |
| Other investments (line 13) | $12.6M | 42.7% |
The ten largest listed stocks, of 247 on the schedule
The schedule ties to Part II line 10b exactly. It behaves like 58.2 equal holdings; the ten largest are 32.5% of the listed stock.
| Stock, as listed | Fair market value | Share of assets |
|---|---|---|
| 023135106 AMAZON.COM INC | $569,335 | 1.9% |
| 084670702 BERKSHIRE HATHAWAY I | $471,696 | 1.6% |
| 594918104 MICROSOFT CORP | $450,981 | 1.5% |
| 037833100 APPLE INC | $389,846 | 1.3% |
| 57636Q104 MASTERCARD INC | $345,210 | 1.2% |
| 02079K305 ALPHABET INC CL A | $324,213 | 1.1% |
| 67066G104 NVIDIA CORP | $293,312 | 1.0% |
| 743315103 PROGRESSIVE CORP | $269,874 | 0.9% |
| 92826C839 VISA INC | $253,897 | 0.9% |
| 217204106 COPART INC COM | $220,406 | 0.7% |
Largest other investments (line 13), as listed
| 922908645 VANGUARD MID-CAP IND | $1.9M | 6.6% |
| 464287473 ISHARES RUSSELL MIDC | $1.4M | 4.8% |
| 46434G103 ISHARES CORE MSCI EM | $1.2M | 4.2% |
| 04314H568 ARTISAN HIGH INCOME | $1.2M | 4.0% |
| 98MSCF1K8 PARTNERS GROUP PRVT | $1M | 3.5% |
What the foundation answered on the form
- Part VI-B 4a: did the foundation invest during the year in a manner that would jeopardize its charitable purposes? No
- Part VI-B 4b: did it make any investment in a prior year that could jeopardize its charitable purpose and that had not been removed from jeopardy? No
- Part VI-B 3a: did it hold more than a 2% direct or indirect interest in any business enterprise? No
- Part VI-B 3b: did it have excess business holdings? Not answered (3a is “No”, so the form does not ask 3b. Our note; not part of the seal.)
- Part VI-B 2a: did it have undistributed income for prior years? No
Quoted as filed. These are the foundation’s own answers; this page does not test them.
Control statement · nine controls
Nine controls, read from the return.
Each control reads one part of the filed return and states a fact in a fixed vocabulary: agrees, differs, reported, not reported, not applicable, not checked. Whether any of it met a requirement is counsel’s question, not this page’s.
Recomputed each time the page is read; not part of the seal. The seal covers the body above (controls v2, kernel@2026-09-15.1).
This return: 4 agree, 4 reported, 1 not checked.
| Control | Reads | Result | Detail |
|---|---|---|---|
| Minimum investment return | Part IX line 6 against 5% of line 5, prorated for a short year | agrees | Filed $1,427,952; recomputed $1,427,951.8; agrees within the form's whole-dollar rounding. |
| Excise tax | Part V line 1 against 1.39% of net investment income | agrees | Filed $17,081; recomputed $17,080.98; 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 $1,410,871; recomputed $1,410,871; agrees to the dollar. |
| Payout coverage | Part XI total against Part X line 7 | reported | Qualifying distributions $1,893,025 against a distributable amount of $1,410,871 (1.34×). |
| Payout deadline | Part XII undistributed income and the date it falls due | reported | Part XII reports $0 undistributed income for the year ended 28 February 2025: nothing carried into the next year, so nothing from this year falls due by 28 February 2026. |
| Holdings tie-out | The corporate-stock schedule against Part II line 10b | agrees | 247 listed holdings sum to Part II line 10b exactly; the largest is 1.9% 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 22 December 2025; the original due date was 15 July 2025; the six-month extension window ended 15 January 2026. 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 |
|---|---|---|---|
| July 15, 2026 Passed | Excise tax on the year ending 28 February 2026, due with that return by 15 July 2026. That date has passed; the figure for that year is on its own return, not this one. | $17,080 | Projected under the assumptions below |
| February 28, 2027 | Distributable amount for the year ending 28 February 2026, to be paid out | $1,410,870 | Projected under the assumptions below |
If net noncharitable-use assets fell 20% over the year ending February 28, 2026: what is owed now, nothing from Part XII, is unchanged; the following year’s minimum investment return would be $1,142,361, $285,590 less than the projection.
The assumptions, the forward kernel proof, and what was refused
- Net noncharitable-use assets for the year ending 28 February 2026 equal this return's Part IX line 5, $28559036; the thirteen-month average is not observable from a filing.
- Net investment income for that year equals this return's, $1228848.
- 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)
97f71b21d3fd7a72…· 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
f93fbafbbc4f7281e294ee1b6bca52c2fe5c957b666d781c00566a096ab75cee · recomputed now, matchesreturn Form 990-PF, IRS object
202513569349100316, schema 2024v5.2 — the file as the IRS published it hashes to eed6fac0cb821917…source file
202513569349100316_public.xml inside 2025_TEOS_XML_12A.zip at irs.gov — not part of the seal; fetch it yourself with verify_proof.py f93fbafbbc4f --fetcharithmetic
kernel@2026-09-15.1 · kernel proof df659cd3f771468e…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 = 29474774 USD let mix_savings = share(1036341 USD, total_assets_fmv) let mix_stock = share(11041194 USD, total_assets_fmv) let mix_bonds = share(4803081 USD, total_assets_fmv) let mix_other = share(12594158 USD, total_assets_fmv) let net_noncharitable_assets = 28559036 USD let mir_filed = 1427952 USD let mir_recomputed = net_noncharitable_assets * 5% let mir_difference = mir_filed - mir_recomputed let net_investment_income = 1228848 USD let excise_filed = 17081 USD let excise_recomputed = net_investment_income * 1.39% let excise_difference = excise_filed - excise_recomputed let distributable_filed = 1410871 USD let distributable_recomputed = 1427952 USD - 17081 USD + 0 USD - 0 USD let distributable_difference = distributable_filed - distributable_recomputed let qualifying_distributions = 1893025 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 = [569335 USD, 471696 USD, 450981 USD, 389846 USD, 345210 USD, 324213 USD, 293312 USD, 269874 USD, 253897 USD, 220406 USD, 218752 USD, 217030 USD, 212123 USD, 196550 USD, 186155 USD, 181435 USD, 176380 USD, 176012 USD, 156595 USD, 155755 USD, 150201 USD, 138722 USD, 136194 USD, 135155 USD, 134815 USD, 133317 USD, 124953 USD, 123133 USD, 122905 USD, 111295 USD, 101825 USD, 100608 USD, 98472 USD, 91745 USD, 85915 USD, 83875 USD, 80204 USD, 76128 USD, 75217 USD, 75070 USD, 71028 USD, 70531 USD, 66583 USD, 63926 USD, 58743 USD, 50954 USD, 50945 USD, 45997 USD, 45456 USD, 42718 USD, 37966 USD, 36990 USD, 36289 USD, 34852 USD, 34199 USD, 33960 USD, 33953 USD, 33732 USD, 32482 USD, 31170 USD, 31166 USD, 30604 USD, 30168 USD, 29599 USD, 29577 USD, 29072 USD, 29057 USD, 28856 USD, 28386 USD, 27002 USD, 26880 USD, 26004 USD, 25940 USD, 25425 USD, 25033 USD, 24984 USD, 24772 USD, 24754 USD, 24622 USD, 24324 USD, 23868 USD, 23344 USD, 23263 USD, 23220 USD, 23106 USD, 22901 USD, 22742 USD, 22723 USD, 22647 USD, 21844 USD, 21647 USD, 21378 USD, 21292 USD, 21209 USD, 21060 USD, 20758 USD, 20655 USD, 20483 USD, 20414 USD, 20196 USD, 20087 USD, 19588 USD, 19540 USD, 19247 USD, 18997 USD, 18823 USD, 18416 USD, 18293 USD, 18282 USD, 18269 USD, 17911 USD, 17465 USD, 17295 USD, 17173 USD, 16879 USD, 16869 USD, 16813 USD, 16784 USD, 16554 USD, 16413 USD, 16053 USD, 15962 USD, 15944 USD, 15855 USD, 15749 USD, 15730 USD, 15664 USD, 15363 USD, 15155 USD, 14992 USD, 14727 USD, 14585 USD, 13951 USD, 13940 USD, 13783 USD, 13778 USD, 13615 USD, 13252 USD, 13078 USD, 13069 USD, 13044 USD, 12956 USD, 12943 USD, 12600 USD, 12581 USD, 12577 USD, 12495 USD, 12302 USD, 12179 USD, 12072 USD, 12020 USD, 11922 USD, 11851 USD, 11690 USD, 11628 USD, 11626 USD, 11626 USD, 11523 USD, 11456 USD, 11425 USD, 11406 USD, 11402 USD, 11365 USD, 11336 USD, 11226 USD, 10759 USD, 10646 USD, 10407 USD, 10318 USD, 10268 USD, 10022 USD, 9880 USD, 9749 USD, 9661 USD, 9639 USD, 9572 USD, 9417 USD, 9360 USD, 9352 USD, 9141 USD, 9102 USD, 9027 USD, 8971 USD, 8949 USD, 8863 USD, 8815 USD, 8806 USD, 8764 USD, 8728 USD, 8637 USD, 8572 USD, 8455 USD, 8331 USD, 8226 USD, 8222 USD, 8013 USD, 7973 USD, 7694 USD, 7643 USD, 7620 USD, 7590 USD, 7547 USD, 7487 USD, 7287 USD, 7216 USD, 7214 USD, 6924 USD, 6875 USD, 6788 USD, 6370 USD, 6234 USD, 5995 USD, 5887 USD, 5855 USD, 5699 USD, 5626 USD, 5579 USD, 5270 USD, 5174 USD, 5168 USD, 5150 USD, 5120 USD, 5067 USD, 4959 USD, 4810 USD, 4692 USD, 4526 USD, 4436 USD, 4168 USD, 4081 USD, 3897 USD, 3696 USD, 3580 USD, 3573 USD, 3489 USD, 3347 USD, 3235 USD, 3199 USD, 3158 USD, 3006 USD, 2991 USD, 2989 USD, 2980 USD, 2908 USD, 2842 USD, 2300 USD, 1659 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([569335 USD, 471696 USD, 450981 USD, 389846 USD, 345210 USD, 324213 USD, 293312 USD, 269874 USD, 253897 USD, 220406 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": "1036341",
"line": "savings",
"label": "Savings and temporary cash investments (line 2)",
"share": "0.0351602695918889827620052319994"
},
{
"fmv": "11041194",
"line": "stock",
"label": "Corporate stock (line 10b)",
"share": "0.374598088521391207274396743466"
},
{
"fmv": "4803081",
"line": "bonds",
"label": "Corporate bonds (line 10c)",
"share": "0.162955651500500054724762266201"
},
{
"fmv": "12594158",
"line": "other",
"label": "Other investments (line 13)",
"share": "0.427285990386219755238835758334"
}
],
"kind": "public-filing-990pf",
"lens": "AXIOM",
"build": {
"commit": "7dd856f88a5ecf553ea48f52397c50a503af0e0d",
"digest": "b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b"
},
"filer": {
"ein": "470601105",
"name": "DR C C AND MABEL L CRISS MEMORIAL"
},
"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": "1427952",
"label": "Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)",
"verdict": "rounding",
"difference": "0.2",
"recomputed": "1427951.8"
},
{
"id": "excise_tax",
"note": null,
"filed": "17081",
"label": "Excise tax: 1.39% of net investment income (Part V line 1)",
"verdict": "rounding",
"difference": "0.0128",
"recomputed": "17080.9872"
},
{
"id": "distributable_amount",
"note": null,
"filed": "1410871",
"label": "Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)",
"verdict": "exact",
"difference": "0",
"recomputed": "1410871"
}
],
"engine": "kernel@2026-09-15.1",
"source": {
"form": "990-PF",
"lines": {
"netInvestmentIncome": "1228848",
"grossInvestmentIncome": "1454727",
"netNoncharitableAssets": "28559036",
"undistributedCurrentYear": "0"
},
"period": {
"end": "2025-02-28",
"days": 365,
"begin": "2024-03-01"
},
"amended": false,
"foreign": {
"organization": false,
"meets85PctTest": false
},
"objectId": "202513569349100316",
"returnTs": "2025-12-22T16:01:35-05:00",
"operating": false,
"sourceSha256": "eed6fac0cb821917b2ed688084d86b170a78eff87aaca8aa7dd27fbf456359dc",
"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 = 29474774 USD\nlet mix_savings = share(1036341 USD, total_assets_fmv)\nlet mix_stock = share(11041194 USD, total_assets_fmv)\nlet mix_bonds = share(4803081 USD, total_assets_fmv)\nlet mix_other = share(12594158 USD, total_assets_fmv)\nlet net_noncharitable_assets = 28559036 USD\nlet mir_filed = 1427952 USD\nlet mir_recomputed = net_noncharitable_assets * 5%\nlet mir_difference = mir_filed - mir_recomputed\nlet net_investment_income = 1228848 USD\nlet excise_filed = 17081 USD\nlet excise_recomputed = net_investment_income * 1.39%\nlet excise_difference = excise_filed - excise_recomputed\nlet distributable_filed = 1410871 USD\nlet distributable_recomputed = 1427952 USD - 17081 USD + 0 USD - 0 USD\nlet distributable_difference = distributable_filed - distributable_recomputed\nlet qualifying_distributions = 1893025 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 = [569335 USD, 471696 USD, 450981 USD, 389846 USD, 345210 USD, 324213 USD, 293312 USD, 269874 USD, 253897 USD, 220406 USD, 218752 USD, 217030 USD, 212123 USD, 196550 USD, 186155 USD, 181435 USD, 176380 USD, 176012 USD, 156595 USD, 155755 USD, 150201 USD, 138722 USD, 136194 USD, 135155 USD, 134815 USD, 133317 USD, 124953 USD, 123133 USD, 122905 USD, 111295 USD, 101825 USD, 100608 USD, 98472 USD, 91745 USD, 85915 USD, 83875 USD, 80204 USD, 76128 USD, 75217 USD, 75070 USD, 71028 USD, 70531 USD, 66583 USD, 63926 USD, 58743 USD, 50954 USD, 50945 USD, 45997 USD, 45456 USD, 42718 USD, 37966 USD, 36990 USD, 36289 USD, 34852 USD, 34199 USD, 33960 USD, 33953 USD, 33732 USD, 32482 USD, 31170 USD, 31166 USD, 30604 USD, 30168 USD, 29599 USD, 29577 USD, 29072 USD, 29057 USD, 28856 USD, 28386 USD, 27002 USD, 26880 USD, 26004 USD, 25940 USD, 25425 USD, 25033 USD, 24984 USD, 24772 USD, 24754 USD, 24622 USD, 24324 USD, 23868 USD, 23344 USD, 23263 USD, 23220 USD, 23106 USD, 22901 USD, 22742 USD, 22723 USD, 22647 USD, 21844 USD, 21647 USD, 21378 USD, 21292 USD, 21209 USD, 21060 USD, 20758 USD, 20655 USD, 20483 USD, 20414 USD, 20196 USD, 20087 USD, 19588 USD, 19540 USD, 19247 USD, 18997 USD, 18823 USD, 18416 USD, 18293 USD, 18282 USD, 18269 USD, 17911 USD, 17465 USD, 17295 USD, 17173 USD, 16879 USD, 16869 USD, 16813 USD, 16784 USD, 16554 USD, 16413 USD, 16053 USD, 15962 USD, 15944 USD, 15855 USD, 15749 USD, 15730 USD, 15664 USD, 15363 USD, 15155 USD, 14992 USD, 14727 USD, 14585 USD, 13951 USD, 13940 USD, 13783 USD, 13778 USD, 13615 USD, 13252 USD, 13078 USD, 13069 USD, 13044 USD, 12956 USD, 12943 USD, 12600 USD, 12581 USD, 12577 USD, 12495 USD, 12302 USD, 12179 USD, 12072 USD, 12020 USD, 11922 USD, 11851 USD, 11690 USD, 11628 USD, 11626 USD, 11626 USD, 11523 USD, 11456 USD, 11425 USD, 11406 USD, 11402 USD, 11365 USD, 11336 USD, 11226 USD, 10759 USD, 10646 USD, 10407 USD, 10318 USD, 10268 USD, 10022 USD, 9880 USD, 9749 USD, 9661 USD, 9639 USD, 9572 USD, 9417 USD, 9360 USD, 9352 USD, 9141 USD, 9102 USD, 9027 USD, 8971 USD, 8949 USD, 8863 USD, 8815 USD, 8806 USD, 8764 USD, 8728 USD, 8637 USD, 8572 USD, 8455 USD, 8331 USD, 8226 USD, 8222 USD, 8013 USD, 7973 USD, 7694 USD, 7643 USD, 7620 USD, 7590 USD, 7547 USD, 7487 USD, 7287 USD, 7216 USD, 7214 USD, 6924 USD, 6875 USD, 6788 USD, 6370 USD, 6234 USD, 5995 USD, 5887 USD, 5855 USD, 5699 USD, 5626 USD, 5579 USD, 5270 USD, 5174 USD, 5168 USD, 5150 USD, 5120 USD, 5067 USD, 4959 USD, 4810 USD, 4692 USD, 4526 USD, 4436 USD, 4168 USD, 4081 USD, 3897 USD, 3696 USD, 3580 USD, 3573 USD, 3489 USD, 3347 USD, 3235 USD, 3199 USD, 3158 USD, 3006 USD, 2991 USD, 2989 USD, 2980 USD, 2908 USD, 2842 USD, 2300 USD, 1659 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([569335 USD, 471696 USD, 450981 USD, 389846 USD, 345210 USD, 324213 USD, 293312 USD, 269874 USD, 253897 USD, 220406 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": "1427952 USD",
"mix_bonds": "0.162955651500500054724762266201",
"mix_other": "0.427285990386219755238835758334",
"mix_stock": "0.374598088521391207274396743466",
"mix_savings": "0.0351602695918889827620052319994",
"payout_rate": "0.0662846252933747483633551216505",
"stock_count": "247",
"excise_filed": "17081 USD",
"largest_stock": "569335 USD",
"mir_difference": "0.2 USD",
"mir_recomputed": "1427951.8 USD",
"payout_coverage": "1.34174208698031216177807893138",
"total_assets_fmv": "29474774 USD",
"excise_difference": "0.0128 USD",
"excise_recomputed": "17080.9872 USD",
"distributable_filed": "1410871 USD",
"stock_concentration": "0.0171686873883044354089397056753",
"top10_share_of_stock": "0.325034593178962347731594970616",
"net_investment_income": "1228848 USD",
"distributable_difference": "0 USD",
"distributable_recomputed": "1410871 USD",
"effective_stock_holdings": "58.245570985305192148924807379",
"net_noncharitable_assets": "28559036 USD",
"qualifying_distributions": "1893025 USD",
"undistributed_to_next_year": "0 USD",
"largest_stock_share_of_assets": "0.0193160090048527598549186500972",
"largest_stock_halved_share_of_assets": "0.0096580045024263799274593250486"
},
"version": 2,
"holdings": {
"tie": "exact",
"top": [
{
"fmv": "569335",
"name": "023135106 AMAZON.COM INC",
"shareOfAssets": "0.0193160090048527598549186500972"
},
{
"fmv": "471696",
"name": "084670702 BERKSHIRE HATHAWAY I",
"shareOfAssets": "0.0160033797036068877067556141397"
},
{
"fmv": "450981",
"name": "594918104 MICROSOFT CORP",
"shareOfAssets": "0.015300575332655646486042607146"
},
{
"fmv": "389846",
"name": "037833100 APPLE INC",
"shareOfAssets": "0.0132264288099376096997384950263"
},
{
"fmv": "345210",
"name": "57636Q104 MASTERCARD INC",
"shareOfAssets": "0.0117120490898420459474939485541"
},
{
"fmv": "324213",
"name": "02079K305 ALPHABET INC CL A",
"shareOfAssets": "0.010999677215506385222834957106"
},
{
"fmv": "293312",
"name": "67066G104 NVIDIA CORP",
"shareOfAssets": "0.0099512891939391969553354336152"
},
{
"fmv": "269874",
"name": "743315103 PROGRESSIVE CORP",
"shareOfAssets": "0.00915610073888946527630712282985"
},
{
"fmv": "253897",
"name": "92826C839 VISA INC",
"shareOfAssets": "0.00861404399572325813253054968293"
},
{
"fmv": "220406",
"name": "217204106 COPART INC COM",
"shareOfAssets": "0.00747778422321406094581081435942"
}
],
"count": 247,
"schedule": "Corporate stock (line 10b)"
},
"refusals": [],
"blankLines": [],
"kernelProof": "df659cd3f771468e90791b92428e58fcb71b01acb81c3b246ce29aee925eb5b8",
"otherInvestments": [
{
"fmv": "1935937",
"name": "922908645 VANGUARD MID-CAP IND",
"shareOfAssets": "0.0656811482252586567754514419686"
},
{
"fmv": "1422110",
"name": "464287473 ISHARES RUSSELL MIDC",
"shareOfAssets": "0.0482483767305561019738438028397"
},
{
"fmv": "1249160",
"name": "46434G103 ISHARES CORE MSCI EM",
"shareOfAssets": "0.0423806472612817998197373794961"
},
{
"fmv": "1167505",
"name": "04314H568 ARTISAN HIGH INCOME",
"shareOfAssets": "0.0396103121944208970016190794203"
},
{
"fmv": "1030982",
"name": "98MSCF1K8 PARTNERS GROUP PRVT",
"shareOfAssets": "0.0349784531002680461604217898329"
}
]
}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.