Sealed proof · filed Form 990-PF

THE SEABURY FOUNDATION

EIN 61-1934172, 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 SEABURY 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 13, 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.

One field, no account. A person writes to you with the page. Your address goes on our contact list beside this foundation’s name. The page stays either way.

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 distributions1.15×

the distributable amount (Part XI ÷ Part X)

Carried to next year$0

undistributed income, Part XII: nothing carried into the next year

Distributions as a rate5.7%

of net noncharitable-use assets; the legal test is the distributable amount, not this rate

Assets at fair market value$23.8M

end of the tax year, Part II

Largest listed stock11.7%

AMERICAN MUTUAL FUND CLASS F3

If that stock halved−5.9%

of total assets, from that one name

Keep This Record

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 SEABURY FOUNDATION · Form 990-PF, year ended December 31, 2024checking
Recomputing the seal in your browser…
The foundation’s own public return, sealed through the same free action as yours. Your edits stay in this page: nothing is sent and nothing is saved. A sealed copy shows nothing changed; it does not show the original was correct.

This page’s own short link: paretoalphasystems.com/p/fb133a0c2410 — it fits on a printed page, and whoever opens it can run the same check.

The return’s own arithmetic, re-done

Each line as filed and as recomputed
LineAs filedRecomputedResult
Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)$1,166,153$1,166,152.95recomputes, within the form's whole-dollar rounding (difference $0.05)
Excise tax: 1.39% of net investment income (Part V line 1)$7,559$7,558.6115recomputes, within the form's whole-dollar rounding (difference $0.3885)
Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)$1,158,594$1,158,594recomputes exactly

Where the assets sit, at fair market value

Assets by Part II line, at fair market value
Part II lineFair market valueShare of assets
Cash (line 1)$274,6581.2%
Savings and temporary cash investments (line 2)$785,3913.3%
U.S. and state government obligations (line 10a)$1.1M4.4%
Corporate stock (line 10b)$15.7M66.2%
Corporate bonds (line 10c)$5.3M22.3%
Other investments (line 13)$620,6312.6%

The ten largest listed stocks, of 206 on the schedule

The schedule ties to Part II line 10b exactly. It behaves like 9.6 equal holdings; the ten largest are 69.3% of the listed stock.

The ten largest listed stocks
Stock, as listedFair market valueShare of assets
AMERICAN MUTUAL FUND CLASS F3$2.8M11.7%
AMERICAN GROWTH FUND OF AMERICA CLASS F3$2.8M11.6%
AMERICAN NEW PERSPECTIVE FUND CLASS F3$2.3M9.6%
AMERICAN DEVELOPING WORLD GROWTH AND INCOME FUND CLASS F3$2.2M9.3%
BROADCOM INC COM$233,6951.0%
MICROSOFT CORP COM$140,7810.6%
APPLE INC COM$132,4720.6%
NOVO NORDISK A/S BEARER AND/OR REGISTERD SHS B$131,8470.6%
SAFRAN SA PARIS SHS$128,4710.5%
ASTRAZENECA PLC SHS$107,6170.5%

Largest other investments (line 13), as listed

Largest other investments, line 13
HIRTLE CALLAGHAN PRIVATE EQUITY OFFSHORE FUND X LIMITED$599,3362.5%
H&S SPECIAL$21,2950.1%

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.

ControlReadsResultDetail
Minimum investment returnPart IX line 6 against 5% of line 5, prorated for a short yearagreesFiled $1,166,153; recomputed $1,166,152.95; agrees within the form's whole-dollar rounding.
Excise taxPart V line 1 against 1.39% of net investment incomeagreesFiled $7,559; recomputed $7,558.61; agrees within the form's whole-dollar rounding.
Distributable amountPart X line 7 against the form's own chain from line 1agreesFiled $1,158,594; recomputed $1,158,594; agrees to the dollar.
Payout coveragePart XI total against Part X line 7reportedQualifying distributions $1,327,425 against a distributable amount of $1,158,594 (1.15×).
Payout deadlinePart XII undistributed income and the date it falls duereportedPart 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-outThe corporate-stock schedule against Part II line 10bagrees206 listed holdings sum to Part II line 10b exactly; the largest is 11.7% of total assets.
The foundation's own answersPart VI-B 2a, 3a, 3b, 4a and 4b, each answeredreportedAll 4 answered No (3b not asked: 3a is No).
Filing timelinessThe e-file timestamp beside the original due date and the extension window, each with its IRC §7503 roll to the next business dayreportedReturn timestamped 13 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 continuityThis year's opening balances against last year's closingnot checkedNeeds 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.

ByWhatAmountBasis
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.$7,558Projected under the assumptions below
December 31, 2026Distributable amount for the year ending 31 December 2025, to be paid out$1,158,594Projected 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 $932,922, $233,230 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, $23323059; the thirteen-month average is not observable from a filing.
  • Net investment income for that year equals this return's, $543785.
  • 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) 6542b37163b02dbe… · 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.

Walk through it with a person →

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 fb133a0c2410f0bff8895a02c05239c94b1afa335e97f557542642aa4926900a · recomputed now, matches
return Form 990-PF, IRS object 202523179349101242, schema 2024v5.2 — the file as the IRS published it hashes to d96d4ee535882084…
source file 202523179349101242_public.xml inside 2025_TEOS_XML_11C.zip at irs.gov — not part of the seal; fetch it yourself with verify_proof.py fb133a0c2410 --fetch
arithmetic kernel@2026-09-15.1 · kernel proof 0560fa33bc387f64…
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 superseded

This 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.

Check It at /verifyKeep This Record
The program, and the full body that was hashed
let total_assets_fmv = 23783585 USD
let mix_cash = share(274658 USD, total_assets_fmv)
let mix_savings = share(785391 USD, total_assets_fmv)
let mix_government = share(1050684 USD, total_assets_fmv)
let mix_stock = share(15749792 USD, total_assets_fmv)
let mix_bonds = share(5297429 USD, total_assets_fmv)
let mix_other = share(620631 USD, total_assets_fmv)
let net_noncharitable_assets = 23323059 USD
let mir_filed = 1166153 USD
let mir_recomputed = net_noncharitable_assets * 5%
let mir_difference = mir_filed - mir_recomputed
let net_investment_income = 543785 USD
let excise_filed = 7559 USD
let excise_recomputed = net_investment_income * 1.39%
let excise_difference = excise_filed - excise_recomputed
let distributable_filed = 1158594 USD
let distributable_recomputed = 1166153 USD - 7559 USD + 0 USD - 0 USD
let distributable_difference = distributable_filed - distributable_recomputed
let qualifying_distributions = 1327425 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 = [2787161 USD, 2757217 USD, 2291339 USD, 2211389 USD, 233695 USD, 140781 USD, 132472 USD, 131847 USD, 128471 USD, 107617 USD, 105695 USD, 102411 USD, 96178 USD, 88543 USD, 85337 USD, 78597 USD, 75400 USD, 74272 USD, 68536 USD, 65711 USD, 64985 USD, 63681 USD, 63440 USD, 61379 USD, 59416 USD, 59277 USD, 59186 USD, 58833 USD, 57253 USD, 55260 USD, 47029 USD, 46259 USD, 46138 USD, 46093 USD, 46034 USD, 44356 USD, 43478 USD, 43032 USD, 41820 USD, 41601 USD, 41124 USD, 40980 USD, 40811 USD, 40546 USD, 38819 USD, 37475 USD, 37353 USD, 37077 USD, 36894 USD, 36269 USD, 36170 USD, 35716 USD, 35626 USD, 35016 USD, 34709 USD, 33380 USD, 32917 USD, 32391 USD, 32055 USD, 32014 USD, 31453 USD, 30386 USD, 30144 USD, 29509 USD, 29034 USD, 28101 USD, 27933 USD, 27828 USD, 27791 USD, 27392 USD, 27359 USD, 27230 USD, 26613 USD, 26446 USD, 26320 USD, 25283 USD, 25245 USD, 25200 USD, 25147 USD, 24918 USD, 23984 USD, 23949 USD, 23626 USD, 23579 USD, 23357 USD, 23323 USD, 23177 USD, 22828 USD, 22797 USD, 22771 USD, 22721 USD, 22632 USD, 22280 USD, 22200 USD, 21990 USD, 21761 USD, 21671 USD, 21668 USD, 21621 USD, 21426 USD, 21365 USD, 21275 USD, 21237 USD, 21029 USD, 20628 USD, 20556 USD, 20371 USD, 20236 USD, 19781 USD, 19659 USD, 19391 USD, 19005 USD, 18306 USD, 18254 USD, 18144 USD, 17870 USD, 17549 USD, 17507 USD, 17318 USD, 16953 USD, 16517 USD, 16081 USD, 15884 USD, 15729 USD, 15653 USD, 15587 USD, 15514 USD, 15320 USD, 15040 USD, 14919 USD, 14709 USD, 14668 USD, 14586 USD, 14395 USD, 14135 USD, 14093 USD, 14082 USD, 13846 USD, 13770 USD, 13705 USD, 13673 USD, 13389 USD, 13360 USD, 13257 USD, 13200 USD, 12751 USD, 12686 USD, 12608 USD, 12531 USD, 12247 USD, 12187 USD, 11995 USD, 11881 USD, 11858 USD, 11598 USD, 11438 USD, 11424 USD, 11369 USD, 11094 USD, 11007 USD, 10671 USD, 10587 USD, 10496 USD, 10182 USD, 10098 USD, 9936 USD, 9862 USD, 9849 USD, 9835 USD, 9731 USD, 9558 USD, 9556 USD, 8621 USD, 8397 USD, 8184 USD, 8064 USD, 8046 USD, 7691 USD, 7139 USD, 6777 USD, 6665 USD, 6240 USD, 6226 USD, 5726 USD, 4968 USD, 4921 USD, 4895 USD, 4670 USD, 4156 USD, 3612 USD, 3521 USD, 3404 USD, 3253 USD, 3091 USD, 3006 USD, 2834 USD, 2802 USD, 2749 USD, 2684 USD, 2678 USD, 2654 USD, 2619 USD, 2486 USD, 2317 USD, 2032 USD, 829 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([2787161 USD, 2757217 USD, 2291339 USD, 2211389 USD, 233695 USD, 140781 USD, 132472 USD, 131847 USD, 128471 USD, 107617 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": "274658",
      "line": "cash",
      "label": "Cash (line 1)",
      "share": "0.0115482169740180044345711548532"
    },
    {
      "fmv": "785391",
      "line": "savings",
      "label": "Savings and temporary cash investments (line 2)",
      "share": "0.0330223975906071351312260115538"
    },
    {
      "fmv": "1050684",
      "line": "government",
      "label": "U.S. and state government obligations (line 10a)",
      "share": "0.0441768555917873609045902877972"
    },
    {
      "fmv": "15749792",
      "line": "stock",
      "label": "Corporate stock (line 10b)",
      "share": "0.662212698379996119172109671439"
    },
    {
      "fmv": "5297429",
      "line": "bonds",
      "label": "Corporate bonds (line 10c)",
      "share": "0.222734671833535608698184062663"
    },
    {
      "fmv": "620631",
      "line": "other",
      "label": "Other investments (line 13)",
      "share": "0.0260949306002438236287758973258"
    }
  ],
  "kind": "public-filing-990pf",
  "lens": "AXIOM",
  "build": {
    "commit": "7dd856f88a5ecf553ea48f52397c50a503af0e0d",
    "digest": "b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b"
  },
  "filer": {
    "ein": "611934172",
    "name": "THE SEABURY FOUNDATION"
  },
  "scope": [
    "Every figure here is the foundation's own filed return or exact arithmetic on it; nothing is estimated.",
    "A 990-PF is a year-end snapshot. Prudence is judged at the time of each decision, which a filing cannot show.",
    "This page neither establishes nor rules out any tax consequence, and no return is prepared or amended here.",
    "A line that differs is the return's figure beside the recomputed one, as filed and as recomputed. The return may carry a reason this page cannot read: a schedule filed on paper, an election, a later amendment. It is not a finding."
  ],
  "checks": [
    {
      "id": "minimum_investment_return",
      "note": null,
      "filed": "1166153",
      "label": "Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)",
      "verdict": "rounding",
      "difference": "0.05",
      "recomputed": "1166152.95"
    },
    {
      "id": "excise_tax",
      "note": null,
      "filed": "7559",
      "label": "Excise tax: 1.39% of net investment income (Part V line 1)",
      "verdict": "rounding",
      "difference": "0.3885",
      "recomputed": "7558.6115"
    },
    {
      "id": "distributable_amount",
      "note": null,
      "filed": "1158594",
      "label": "Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)",
      "verdict": "exact",
      "difference": "0",
      "recomputed": "1158594"
    }
  ],
  "engine": "kernel@2026-09-15.1",
  "source": {
    "form": "990-PF",
    "lines": {
      "netInvestmentIncome": "543785",
      "grossInvestmentIncome": "712576",
      "netNoncharitableAssets": "23323059",
      "undistributedCurrentYear": "0"
    },
    "period": {
      "end": "2024-12-31",
      "days": 366,
      "begin": "2024-01-01"
    },
    "amended": false,
    "foreign": {
      "organization": false,
      "meets85PctTest": false
    },
    "objectId": "202523179349101242",
    "returnTs": "2025-11-13T09:20:52-06:00",
    "operating": false,
    "sourceSha256": "d96d4ee535882084d54157036447281010616d4fa943e8dc33fe9acfa2fe6b0c",
    "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 = 23783585 USD\nlet mix_cash = share(274658 USD, total_assets_fmv)\nlet mix_savings = share(785391 USD, total_assets_fmv)\nlet mix_government = share(1050684 USD, total_assets_fmv)\nlet mix_stock = share(15749792 USD, total_assets_fmv)\nlet mix_bonds = share(5297429 USD, total_assets_fmv)\nlet mix_other = share(620631 USD, total_assets_fmv)\nlet net_noncharitable_assets = 23323059 USD\nlet mir_filed = 1166153 USD\nlet mir_recomputed = net_noncharitable_assets * 5%\nlet mir_difference = mir_filed - mir_recomputed\nlet net_investment_income = 543785 USD\nlet excise_filed = 7559 USD\nlet excise_recomputed = net_investment_income * 1.39%\nlet excise_difference = excise_filed - excise_recomputed\nlet distributable_filed = 1158594 USD\nlet distributable_recomputed = 1166153 USD - 7559 USD + 0 USD - 0 USD\nlet distributable_difference = distributable_filed - distributable_recomputed\nlet qualifying_distributions = 1327425 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 = [2787161 USD, 2757217 USD, 2291339 USD, 2211389 USD, 233695 USD, 140781 USD, 132472 USD, 131847 USD, 128471 USD, 107617 USD, 105695 USD, 102411 USD, 96178 USD, 88543 USD, 85337 USD, 78597 USD, 75400 USD, 74272 USD, 68536 USD, 65711 USD, 64985 USD, 63681 USD, 63440 USD, 61379 USD, 59416 USD, 59277 USD, 59186 USD, 58833 USD, 57253 USD, 55260 USD, 47029 USD, 46259 USD, 46138 USD, 46093 USD, 46034 USD, 44356 USD, 43478 USD, 43032 USD, 41820 USD, 41601 USD, 41124 USD, 40980 USD, 40811 USD, 40546 USD, 38819 USD, 37475 USD, 37353 USD, 37077 USD, 36894 USD, 36269 USD, 36170 USD, 35716 USD, 35626 USD, 35016 USD, 34709 USD, 33380 USD, 32917 USD, 32391 USD, 32055 USD, 32014 USD, 31453 USD, 30386 USD, 30144 USD, 29509 USD, 29034 USD, 28101 USD, 27933 USD, 27828 USD, 27791 USD, 27392 USD, 27359 USD, 27230 USD, 26613 USD, 26446 USD, 26320 USD, 25283 USD, 25245 USD, 25200 USD, 25147 USD, 24918 USD, 23984 USD, 23949 USD, 23626 USD, 23579 USD, 23357 USD, 23323 USD, 23177 USD, 22828 USD, 22797 USD, 22771 USD, 22721 USD, 22632 USD, 22280 USD, 22200 USD, 21990 USD, 21761 USD, 21671 USD, 21668 USD, 21621 USD, 21426 USD, 21365 USD, 21275 USD, 21237 USD, 21029 USD, 20628 USD, 20556 USD, 20371 USD, 20236 USD, 19781 USD, 19659 USD, 19391 USD, 19005 USD, 18306 USD, 18254 USD, 18144 USD, 17870 USD, 17549 USD, 17507 USD, 17318 USD, 16953 USD, 16517 USD, 16081 USD, 15884 USD, 15729 USD, 15653 USD, 15587 USD, 15514 USD, 15320 USD, 15040 USD, 14919 USD, 14709 USD, 14668 USD, 14586 USD, 14395 USD, 14135 USD, 14093 USD, 14082 USD, 13846 USD, 13770 USD, 13705 USD, 13673 USD, 13389 USD, 13360 USD, 13257 USD, 13200 USD, 12751 USD, 12686 USD, 12608 USD, 12531 USD, 12247 USD, 12187 USD, 11995 USD, 11881 USD, 11858 USD, 11598 USD, 11438 USD, 11424 USD, 11369 USD, 11094 USD, 11007 USD, 10671 USD, 10587 USD, 10496 USD, 10182 USD, 10098 USD, 9936 USD, 9862 USD, 9849 USD, 9835 USD, 9731 USD, 9558 USD, 9556 USD, 8621 USD, 8397 USD, 8184 USD, 8064 USD, 8046 USD, 7691 USD, 7139 USD, 6777 USD, 6665 USD, 6240 USD, 6226 USD, 5726 USD, 4968 USD, 4921 USD, 4895 USD, 4670 USD, 4156 USD, 3612 USD, 3521 USD, 3404 USD, 3253 USD, 3091 USD, 3006 USD, 2834 USD, 2802 USD, 2749 USD, 2684 USD, 2678 USD, 2654 USD, 2619 USD, 2486 USD, 2317 USD, 2032 USD, 829 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([2787161 USD, 2757217 USD, 2291339 USD, 2211389 USD, 233695 USD, 140781 USD, 132472 USD, 131847 USD, 128471 USD, 107617 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": "0.0115482169740180044345711548532",
    "mir_filed": "1166153 USD",
    "mix_bonds": "0.222734671833535608698184062663",
    "mix_other": "0.0260949306002438236287758973258",
    "mix_stock": "0.662212698379996119172109671439",
    "mix_savings": "0.0330223975906071351312260115538",
    "payout_rate": "0.0569147040274605488070840107209",
    "stock_count": "206",
    "excise_filed": "7559 USD",
    "largest_stock": "2787161 USD",
    "mir_difference": "0.05 USD",
    "mir_recomputed": "1166152.95 USD",
    "mix_government": "0.0441768555917873609045902877972",
    "payout_coverage": "1.14572058892070906633384947618",
    "total_assets_fmv": "23783585 USD",
    "excise_difference": "0.3885 USD",
    "excise_recomputed": "7558.6115 USD",
    "distributable_filed": "1158594 USD",
    "stock_concentration": "0.10419568999010689986868613642",
    "top10_share_of_stock": "0.693468777238454958643263352303",
    "net_investment_income": "543785 USD",
    "distributable_difference": "0 USD",
    "distributable_recomputed": "1158594 USD",
    "effective_stock_holdings": "9.59732595556445095446132772862",
    "net_noncharitable_assets": "23323059 USD",
    "qualifying_distributions": "1327425 USD",
    "undistributed_to_next_year": "0 USD",
    "largest_stock_share_of_assets": "0.117188430591939776951203950119",
    "largest_stock_halved_share_of_assets": "0.0585942152959698884756019750597"
  },
  "version": 2,
  "holdings": {
    "tie": "exact",
    "top": [
      {
        "fmv": "2787161",
        "name": "AMERICAN MUTUAL FUND CLASS F3",
        "shareOfAssets": "0.117188430591939776951203950119"
      },
      {
        "fmv": "2757217",
        "name": "AMERICAN GROWTH FUND OF AMERICA CLASS F3",
        "shareOfAssets": "0.115929410978201982585888544557"
      },
      {
        "fmv": "2291339",
        "name": "AMERICAN NEW PERSPECTIVE FUND CLASS F3",
        "shareOfAssets": "0.0963411949880558376712341726447"
      },
      {
        "fmv": "2211389",
        "name": "AMERICAN DEVELOPING WORLD GROWTH AND INCOME FUND CLASS F3",
        "shareOfAssets": "0.0929796328013627886628529719132"
      },
      {
        "fmv": "233695",
        "name": "BROADCOM INC COM",
        "shareOfAssets": "0.00982589462438063899954527460852"
      },
      {
        "fmv": "140781",
        "name": "MICROSOFT CORP COM",
        "shareOfAssets": "0.00591925060919117113757240550573"
      },
      {
        "fmv": "132472",
        "name": "APPLE INC COM",
        "shareOfAssets": "0.00556989200744967590041619041032"
      },
      {
        "fmv": "131847",
        "name": "NOVO NORDISK A/S BEARER AND/OR REGISTERD SHS B",
        "shareOfAssets": "0.00554361337872318239659832611442"
      },
      {
        "fmv": "128471",
        "name": "SAFRAN SA PARIS SHS",
        "shareOfAssets": "0.00540166673779415508637575033369"
      },
      {
        "fmv": "107617",
        "name": "ASTRAZENECA PLC SHS",
        "shareOfAssets": "0.00452484350025448224058736309097"
      }
    ],
    "count": 206,
    "schedule": "Corporate stock (line 10b)"
  },
  "refusals": [],
  "blankLines": [],
  "kernelProof": "0560fa33bc387f64a09f9b2ae85513b3c1a32ab83df283c117b9e977cd0dd8b5",
  "otherInvestments": [
    {
      "fmv": "599336",
      "name": "HIRTLE CALLAGHAN PRIVATE EQUITY OFFSHORE FUND X LIMITED",
      "shareOfAssets": "0.0251995651622747369666936250359"
    },
    {
      "fmv": "21295",
      "name": "H&S SPECIAL",
      "shareOfAssets": "0.000895365437969086662082272289901"
    }
  ]
}

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.