Sealed proof · filed Form 990-PF
THE GUILLIAM H CLAMER FOUNDATION
EIN 23-6678246, tax year November 1, 2023 to October 31, 2024. The return the foundation filed, as the IRS published it, with its arithmetic re-done exactly and sealed September 28, 2026.
This is the latest return the IRS has published for this foundation. Its tax year ended 23 months ago, so a later one may have been filed since and not yet appear in the public file. The IRS received it on March 6, 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 distributions1.01×
the distributable amount (Part XI ÷ Part X)
Carried to next year$0
undistributed income, Part XII: nothing carried into the next year
Distributions as a rate5.0%
of net noncharitable-use assets; the legal test is the distributable amount, not this rate
Assets at fair market value$20M
end of the tax year, Part II
Largest listed stock1.1%
67066G104 NVIDIA CORP
If that stock halved−0.5%
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 GUILLIAM H CLAMER FOUNDATION · Form 990-PF, year ended October 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/ff964ffe3ee9 — 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) | $926,367 | $926,366.55 | recomputes, within the form's whole-dollar rounding (difference $0.45) |
| Excise tax: 1.39% of net investment income (Part V line 1) | $4,050 | $4,050.4739 | recomputes, within the form's whole-dollar rounding (difference −$0.4739) |
| Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7) | $922,317 | $922,317 | recomputes exactly |
Where the assets sit, at fair market value
| Part II line | Fair market value | Share of assets |
|---|---|---|
| Cash (line 1) | $983 | <0.1% |
| Savings and temporary cash investments (line 2) | $356,282 | 1.8% |
| Corporate stock (line 10b) | $3.3M | 16.5% |
| Corporate bonds (line 10c) | $2M | 9.9% |
| Other investments (line 13) | $14.3M | 71.8% |
The ten largest listed stocks, of 345 on the schedule
The schedule ties to Part II line 10b exactly. It behaves like 56.2 equal holdings; the ten largest are 33.6% of the listed stock.
| Stock, as listed | Fair market value | Share of assets |
|---|---|---|
| 67066G104 NVIDIA CORP | $213,345 | 1.1% |
| 037833100 APPLE INC | $213,259 | 1.1% |
| 594918104 MICROSOFT CORP | $198,705 | 1.0% |
| 023135106 AMAZON COM INC COM | $113,331 | 0.6% |
| 30303M102 META PLATFORMS INC | $82,299 | 0.4% |
| 02079K305 ALPHABET INC CL A | $71,011 | 0.4% |
| 02079K107 ALPHABET INC CL C | $60,614 | 0.3% |
| 084670702 BERKSHIRE HATHAWAY I | $55,463 | 0.3% |
| 11135F101 BROADCOM INC | $51,101 | 0.3% |
| 532457108 ELI LILLY & CO COM | $48,955 | 0.2% |
Largest other investments (line 13), as listed
| 464287499 ISHARES RUSSELL MID- | $2M | 9.8% |
| 77954Q403 T ROWE PRICE BLUE CH | $1.7M | 8.5% |
| 413838624 OAKMARK FUND-R6 #410 | $1.6M | 8.1% |
| 922031760 VANGUARD HIGH YIELD | $1.2M | 5.9% |
| 922908710 VANGUARD 500 INDEX F | $1.1M | 5.5% |
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 $926,367; recomputed $926,366.55; agrees within the form's whole-dollar rounding. |
| Excise tax | Part V line 1 against 1.39% of net investment income | agrees | Filed $4,050; recomputed $4,050.47; 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 $922,317; recomputed $922,317; agrees to the dollar. |
| Payout coverage | Part XI total against Part X line 7 | reported | Qualifying distributions $933,386 against a distributable amount of $922,317 (1.01×). |
| Payout deadline | Part XII undistributed income and the date it falls due | reported | Part XII reports $0 undistributed income for the year ended 31 October 2024: nothing carried into the next year, so nothing from this year falls due by 31 October 2025. |
| Holdings tie-out | The corporate-stock schedule against Part II line 10b | agrees | 345 listed holdings sum to Part II line 10b exactly; the largest is 1.1% 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 6 March 2025; the original due date was 15 March 2025 (a Saturday, so 17 March 2025 under IRC §7503); the six-month extension window ended 15 September 2025. 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 |
|---|---|---|---|
| March 16, 2026 Passed | Excise tax on the year ending 31 October 2025, due with that return by 15 March 2026 (a Sunday, so 16 March 2026 under IRC §7503). That date has passed; the figure for that year is on its own return, not this one. | $4,050 | Projected under the assumptions below |
| October 31, 2026 | Distributable amount for the year ending 31 October 2025, to be paid out | $922,316 | Projected under the assumptions below |
If net noncharitable-use assets fell 20% over the year ending October 31, 2025: what is owed now, nothing from Part XII, is unchanged; the following year’s minimum investment return would be $741,093, $185,273 less than the projection.
The assumptions, the forward kernel proof, and what was refused
- Net noncharitable-use assets for the year ending 31 October 2025 equal this return's Part IX line 5, $18527331; the thirteen-month average is not observable from a filing.
- Net investment income for that year equals this return's, $291401.
- 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)
c761688bf5c52696…· 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
ff964ffe3ee94ddc998245f0f49f8fad3845c74095f1dc1ed626f61b27ef8aea · recomputed now, matchesreturn Form 990-PF, IRS object
202520659349101552, schema 2023v6.0 — the file as the IRS published it hashes to 1a5001399bd56374…source file
202520659349101552_public.xml inside 2025_TEOS_XML_03A.zip at irs.gov — not part of the seal; fetch it yourself with verify_proof.py ff964ffe3ee9 --fetcharithmetic
kernel@2026-09-15.1 · kernel proof f4f464442f4e23cf…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 = 19962169 USD let mix_cash = share(983 USD, total_assets_fmv) let mix_savings = share(356282 USD, total_assets_fmv) let mix_stock = share(3297440 USD, total_assets_fmv) let mix_bonds = share(1973277 USD, total_assets_fmv) let mix_other = share(14334187 USD, total_assets_fmv) let net_noncharitable_assets = 18527331 USD let mir_filed = 926367 USD let mir_recomputed = net_noncharitable_assets * 5% let mir_difference = mir_filed - mir_recomputed let net_investment_income = 291401 USD let excise_filed = 4050 USD let excise_recomputed = net_investment_income * 1.39% let excise_difference = excise_filed - excise_recomputed let distributable_filed = 922317 USD let distributable_recomputed = 926367 USD - 4050 USD + 0 USD - 0 USD let distributable_difference = distributable_filed - distributable_recomputed let qualifying_distributions = 933386 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 = [213345 USD, 213259 USD, 198705 USD, 113331 USD, 82299 USD, 71011 USD, 60614 USD, 55463 USD, 51101 USD, 48955 USD, 45473 USD, 41943 USD, 34999 USD, 34217 USD, 31014 USD, 28477 USD, 27816 USD, 27100 USD, 26594 USD, 25594 USD, 24872 USD, 22946 USD, 20413 USD, 19948 USD, 18725 USD, 17482 USD, 17114 USD, 16785 USD, 15777 USD, 15336 USD, 15279 USD, 14983 USD, 14482 USD, 14407 USD, 14367 USD, 14204 USD, 14141 USD, 14029 USD, 13998 USD, 13877 USD, 13864 USD, 13729 USD, 13137 USD, 13067 USD, 13062 USD, 13020 USD, 12639 USD, 12532 USD, 12471 USD, 12415 USD, 12190 USD, 11884 USD, 11576 USD, 11462 USD, 11337 USD, 11159 USD, 11048 USD, 10942 USD, 10356 USD, 10331 USD, 10144 USD, 9821 USD, 9765 USD, 9667 USD, 9648 USD, 9602 USD, 9573 USD, 9228 USD, 9079 USD, 8966 USD, 8873 USD, 8829 USD, 8737 USD, 8616 USD, 8578 USD, 8551 USD, 8473 USD, 8434 USD, 8382 USD, 8171 USD, 8155 USD, 8144 USD, 8138 USD, 8092 USD, 8066 USD, 8025 USD, 8009 USD, 7998 USD, 7892 USD, 7814 USD, 7718 USD, 7713 USD, 7609 USD, 7586 USD, 7541 USD, 7520 USD, 7506 USD, 7440 USD, 7329 USD, 6916 USD, 6903 USD, 6878 USD, 6800 USD, 6762 USD, 6703 USD, 6694 USD, 6682 USD, 6569 USD, 6486 USD, 6475 USD, 6458 USD, 6437 USD, 6391 USD, 6359 USD, 6357 USD, 6342 USD, 6296 USD, 6248 USD, 6213 USD, 6178 USD, 6086 USD, 6018 USD, 5948 USD, 5923 USD, 5898 USD, 5870 USD, 5832 USD, 5785 USD, 5766 USD, 5753 USD, 5721 USD, 5668 USD, 5611 USD, 5577 USD, 5563 USD, 5552 USD, 5551 USD, 5501 USD, 5500 USD, 5484 USD, 5409 USD, 5396 USD, 5391 USD, 5373 USD, 5307 USD, 5211 USD, 5183 USD, 5098 USD, 5075 USD, 5030 USD, 5016 USD, 4996 USD, 4953 USD, 4943 USD, 4939 USD, 4927 USD, 4916 USD, 4902 USD, 4899 USD, 4877 USD, 4858 USD, 4844 USD, 4827 USD, 4826 USD, 4825 USD, 4808 USD, 4760 USD, 4692 USD, 4691 USD, 4666 USD, 4624 USD, 4622 USD, 4592 USD, 4584 USD, 4556 USD, 4553 USD, 4500 USD, 4460 USD, 4453 USD, 4439 USD, 4437 USD, 4427 USD, 4381 USD, 4367 USD, 4364 USD, 4347 USD, 4334 USD, 4333 USD, 4331 USD, 4302 USD, 4272 USD, 4112 USD, 4108 USD, 4103 USD, 4089 USD, 4070 USD, 4069 USD, 4002 USD, 4000 USD, 3992 USD, 3937 USD, 3921 USD, 3911 USD, 3887 USD, 3849 USD, 3843 USD, 3830 USD, 3797 USD, 3793 USD, 3789 USD, 3767 USD, 3765 USD, 3754 USD, 3751 USD, 3746 USD, 3726 USD, 3717 USD, 3694 USD, 3655 USD, 3623 USD, 3594 USD, 3585 USD, 3572 USD, 3566 USD, 3558 USD, 3540 USD, 3536 USD, 3518 USD, 3510 USD, 3470 USD, 3455 USD, 3423 USD, 3407 USD, 3406 USD, 3393 USD, 3388 USD, 3388 USD, 3373 USD, 3350 USD, 3341 USD, 3328 USD, 3326 USD, 3324 USD, 3297 USD, 3290 USD, 3285 USD, 3284 USD, 3277 USD, 3274 USD, 3259 USD, 3259 USD, 3255 USD, 3255 USD, 3244 USD, 3199 USD, 3181 USD, 3175 USD, 3160 USD, 3154 USD, 3154 USD, 3143 USD, 3136 USD, 3120 USD, 3117 USD, 3106 USD, 3104 USD, 3100 USD, 3095 USD, 3084 USD, 3062 USD, 3060 USD, 3057 USD, 3048 USD, 3045 USD, 3044 USD, 3040 USD, 3037 USD, 3019 USD, 3005 USD, 2988 USD, 2951 USD, 2926 USD, 2917 USD, 2914 USD, 2910 USD, 2901 USD, 2890 USD, 2882 USD, 2871 USD, 2856 USD, 2820 USD, 2818 USD, 2814 USD, 2802 USD, 2789 USD, 2775 USD, 2750 USD, 2750 USD, 2742 USD, 2741 USD, 2721 USD, 2715 USD, 2715 USD, 2714 USD, 2669 USD, 2656 USD, 2645 USD, 2640 USD, 2634 USD, 2611 USD, 2610 USD, 2604 USD, 2579 USD, 2578 USD, 2507 USD, 2492 USD, 2471 USD, 2421 USD, 2408 USD, 2400 USD, 2376 USD, 2370 USD, 2355 USD, 2339 USD, 2334 USD, 2296 USD, 2293 USD, 2259 USD, 2243 USD, 2242 USD, 2219 USD, 2210 USD, 2189 USD, 2177 USD, 2151 USD, 2134 USD, 2043 USD, 2038 USD, 1922 USD, 1806 USD, 1741 USD, 1737 USD, 1305 USD, 1082 USD, 109 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([213345 USD, 213259 USD, 198705 USD, 113331 USD, 82299 USD, 71011 USD, 60614 USD, 55463 USD, 51101 USD, 48955 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": "983",
"line": "cash",
"label": "Cash (line 1)",
"share": "0.0000492431458725752697514984468872"
},
{
"fmv": "356282",
"line": "savings",
"label": "Savings and temporary cash investments (line 2)",
"share": "0.0178478601198096258978671105329"
},
{
"fmv": "3297440",
"line": "stock",
"label": "Corporate stock (line 10b)",
"share": "0.165184454655203049327956295731"
},
{
"fmv": "1973277",
"line": "bonds",
"label": "Corporate bonds (line 10c)",
"share": "0.0988508312899264603961623609138"
},
{
"fmv": "14334187",
"line": "other",
"label": "Other investments (line 13)",
"share": "0.718067610789188289108262734375"
}
],
"kind": "public-filing-990pf",
"lens": "AXIOM",
"build": {
"commit": "7dd856f88a5ecf553ea48f52397c50a503af0e0d",
"digest": "b839212b6742304a91af2ff9e04e24acdb32ac9fd48760e6b89289b532c4c45b"
},
"filer": {
"ein": "236678246",
"name": "THE GUILLIAM H CLAMER 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": "926367",
"label": "Minimum investment return: 5% of net noncharitable-use assets (Part IX line 6)",
"verdict": "rounding",
"difference": "0.45",
"recomputed": "926366.55"
},
{
"id": "excise_tax",
"note": null,
"filed": "4050",
"label": "Excise tax: 1.39% of net investment income (Part V line 1)",
"verdict": "rounding",
"difference": "-0.4739",
"recomputed": "4050.4739"
},
{
"id": "distributable_amount",
"note": null,
"filed": "922317",
"label": "Distributable amount: minimum investment return − taxes + recoveries − deduction (Part X line 7)",
"verdict": "exact",
"difference": "0",
"recomputed": "922317"
}
],
"engine": "kernel@2026-09-15.1",
"source": {
"form": "990-PF",
"lines": {
"netInvestmentIncome": "291401",
"grossInvestmentIncome": "404411",
"netNoncharitableAssets": "18527331",
"undistributedCurrentYear": "0"
},
"period": {
"end": "2024-10-31",
"days": 366,
"begin": "2023-11-01"
},
"amended": false,
"foreign": {
"organization": false,
"meets85PctTest": false
},
"objectId": "202520659349101552",
"returnTs": "2025-03-06T13:01:15-06:00",
"operating": false,
"sourceSha256": "1a5001399bd563749dd14d7d4bf4425dbf806a9b01b6f997cbfd9d5b096baa80",
"returnVersion": "2023v6.0",
"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 = 19962169 USD\nlet mix_cash = share(983 USD, total_assets_fmv)\nlet mix_savings = share(356282 USD, total_assets_fmv)\nlet mix_stock = share(3297440 USD, total_assets_fmv)\nlet mix_bonds = share(1973277 USD, total_assets_fmv)\nlet mix_other = share(14334187 USD, total_assets_fmv)\nlet net_noncharitable_assets = 18527331 USD\nlet mir_filed = 926367 USD\nlet mir_recomputed = net_noncharitable_assets * 5%\nlet mir_difference = mir_filed - mir_recomputed\nlet net_investment_income = 291401 USD\nlet excise_filed = 4050 USD\nlet excise_recomputed = net_investment_income * 1.39%\nlet excise_difference = excise_filed - excise_recomputed\nlet distributable_filed = 922317 USD\nlet distributable_recomputed = 926367 USD - 4050 USD + 0 USD - 0 USD\nlet distributable_difference = distributable_filed - distributable_recomputed\nlet qualifying_distributions = 933386 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 = [213345 USD, 213259 USD, 198705 USD, 113331 USD, 82299 USD, 71011 USD, 60614 USD, 55463 USD, 51101 USD, 48955 USD, 45473 USD, 41943 USD, 34999 USD, 34217 USD, 31014 USD, 28477 USD, 27816 USD, 27100 USD, 26594 USD, 25594 USD, 24872 USD, 22946 USD, 20413 USD, 19948 USD, 18725 USD, 17482 USD, 17114 USD, 16785 USD, 15777 USD, 15336 USD, 15279 USD, 14983 USD, 14482 USD, 14407 USD, 14367 USD, 14204 USD, 14141 USD, 14029 USD, 13998 USD, 13877 USD, 13864 USD, 13729 USD, 13137 USD, 13067 USD, 13062 USD, 13020 USD, 12639 USD, 12532 USD, 12471 USD, 12415 USD, 12190 USD, 11884 USD, 11576 USD, 11462 USD, 11337 USD, 11159 USD, 11048 USD, 10942 USD, 10356 USD, 10331 USD, 10144 USD, 9821 USD, 9765 USD, 9667 USD, 9648 USD, 9602 USD, 9573 USD, 9228 USD, 9079 USD, 8966 USD, 8873 USD, 8829 USD, 8737 USD, 8616 USD, 8578 USD, 8551 USD, 8473 USD, 8434 USD, 8382 USD, 8171 USD, 8155 USD, 8144 USD, 8138 USD, 8092 USD, 8066 USD, 8025 USD, 8009 USD, 7998 USD, 7892 USD, 7814 USD, 7718 USD, 7713 USD, 7609 USD, 7586 USD, 7541 USD, 7520 USD, 7506 USD, 7440 USD, 7329 USD, 6916 USD, 6903 USD, 6878 USD, 6800 USD, 6762 USD, 6703 USD, 6694 USD, 6682 USD, 6569 USD, 6486 USD, 6475 USD, 6458 USD, 6437 USD, 6391 USD, 6359 USD, 6357 USD, 6342 USD, 6296 USD, 6248 USD, 6213 USD, 6178 USD, 6086 USD, 6018 USD, 5948 USD, 5923 USD, 5898 USD, 5870 USD, 5832 USD, 5785 USD, 5766 USD, 5753 USD, 5721 USD, 5668 USD, 5611 USD, 5577 USD, 5563 USD, 5552 USD, 5551 USD, 5501 USD, 5500 USD, 5484 USD, 5409 USD, 5396 USD, 5391 USD, 5373 USD, 5307 USD, 5211 USD, 5183 USD, 5098 USD, 5075 USD, 5030 USD, 5016 USD, 4996 USD, 4953 USD, 4943 USD, 4939 USD, 4927 USD, 4916 USD, 4902 USD, 4899 USD, 4877 USD, 4858 USD, 4844 USD, 4827 USD, 4826 USD, 4825 USD, 4808 USD, 4760 USD, 4692 USD, 4691 USD, 4666 USD, 4624 USD, 4622 USD, 4592 USD, 4584 USD, 4556 USD, 4553 USD, 4500 USD, 4460 USD, 4453 USD, 4439 USD, 4437 USD, 4427 USD, 4381 USD, 4367 USD, 4364 USD, 4347 USD, 4334 USD, 4333 USD, 4331 USD, 4302 USD, 4272 USD, 4112 USD, 4108 USD, 4103 USD, 4089 USD, 4070 USD, 4069 USD, 4002 USD, 4000 USD, 3992 USD, 3937 USD, 3921 USD, 3911 USD, 3887 USD, 3849 USD, 3843 USD, 3830 USD, 3797 USD, 3793 USD, 3789 USD, 3767 USD, 3765 USD, 3754 USD, 3751 USD, 3746 USD, 3726 USD, 3717 USD, 3694 USD, 3655 USD, 3623 USD, 3594 USD, 3585 USD, 3572 USD, 3566 USD, 3558 USD, 3540 USD, 3536 USD, 3518 USD, 3510 USD, 3470 USD, 3455 USD, 3423 USD, 3407 USD, 3406 USD, 3393 USD, 3388 USD, 3388 USD, 3373 USD, 3350 USD, 3341 USD, 3328 USD, 3326 USD, 3324 USD, 3297 USD, 3290 USD, 3285 USD, 3284 USD, 3277 USD, 3274 USD, 3259 USD, 3259 USD, 3255 USD, 3255 USD, 3244 USD, 3199 USD, 3181 USD, 3175 USD, 3160 USD, 3154 USD, 3154 USD, 3143 USD, 3136 USD, 3120 USD, 3117 USD, 3106 USD, 3104 USD, 3100 USD, 3095 USD, 3084 USD, 3062 USD, 3060 USD, 3057 USD, 3048 USD, 3045 USD, 3044 USD, 3040 USD, 3037 USD, 3019 USD, 3005 USD, 2988 USD, 2951 USD, 2926 USD, 2917 USD, 2914 USD, 2910 USD, 2901 USD, 2890 USD, 2882 USD, 2871 USD, 2856 USD, 2820 USD, 2818 USD, 2814 USD, 2802 USD, 2789 USD, 2775 USD, 2750 USD, 2750 USD, 2742 USD, 2741 USD, 2721 USD, 2715 USD, 2715 USD, 2714 USD, 2669 USD, 2656 USD, 2645 USD, 2640 USD, 2634 USD, 2611 USD, 2610 USD, 2604 USD, 2579 USD, 2578 USD, 2507 USD, 2492 USD, 2471 USD, 2421 USD, 2408 USD, 2400 USD, 2376 USD, 2370 USD, 2355 USD, 2339 USD, 2334 USD, 2296 USD, 2293 USD, 2259 USD, 2243 USD, 2242 USD, 2219 USD, 2210 USD, 2189 USD, 2177 USD, 2151 USD, 2134 USD, 2043 USD, 2038 USD, 1922 USD, 1806 USD, 1741 USD, 1737 USD, 1305 USD, 1082 USD, 109 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([213345 USD, 213259 USD, 198705 USD, 113331 USD, 82299 USD, 71011 USD, 60614 USD, 55463 USD, 51101 USD, 48955 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": "0.0000492431458725752697514984468872",
"mir_filed": "926367 USD",
"mix_bonds": "0.0988508312899264603961623609138",
"mix_other": "0.718067610789188289108262734375",
"mix_stock": "0.165184454655203049327956295731",
"mix_savings": "0.0178478601198096258978671105329",
"payout_rate": "0.0503788700056149479922391411909",
"stock_count": "345",
"excise_filed": "4050 USD",
"largest_stock": "213345 USD",
"mir_difference": "0.45 USD",
"mir_recomputed": "926366.55 USD",
"payout_coverage": "1.01200129673420309936822155506",
"total_assets_fmv": "19962169 USD",
"excise_difference": "-0.4739 USD",
"excise_recomputed": "4050.4739 USD",
"distributable_filed": "922317 USD",
"stock_concentration": "0.0177926270283296754209873428064",
"top10_share_of_stock": "0.336043415498083361638119268281",
"net_investment_income": "291401 USD",
"distributable_difference": "0 USD",
"distributable_recomputed": "922317 USD",
"effective_stock_holdings": "56.203055254729146346163845378",
"net_noncharitable_assets": "18527331 USD",
"qualifying_distributions": "933386 USD",
"undistributed_to_next_year": "0 USD",
"largest_stock_share_of_assets": "0.0106874658760778951425569035108",
"largest_stock_halved_share_of_assets": "0.00534373293803894757127845175542"
},
"version": 2,
"holdings": {
"tie": "exact",
"top": [
{
"fmv": "213345",
"name": "67066G104 NVIDIA CORP",
"shareOfAssets": "0.0106874658760778951425569035108"
},
{
"fmv": "213259",
"name": "037833100 APPLE INC",
"shareOfAssets": "0.0106831577269985040202795598013"
},
{
"fmv": "198705",
"name": "594918104 MICROSOFT CORP",
"shareOfAssets": "0.00995407863744666223394862552261"
},
{
"fmv": "113331",
"name": "023135106 AMAZON COM INC COM",
"shareOfAssets": "0.00567728887577296835829813884453"
},
{
"fmv": "82299",
"name": "30303M102 META PLATFORMS INC",
"shareOfAssets": "0.00412274838470709270119895287932"
},
{
"fmv": "71011",
"name": "02079K305 ALPHABET INC CL A",
"shareOfAssets": "0.00355727877065863934926109482391"
},
{
"fmv": "60614",
"name": "02079K107 ALPHABET INC CL C",
"shareOfAssets": "0.00303644358486294750835943729361"
},
{
"fmv": "55463",
"name": "084670702 BERKSHIRE HATHAWAY I",
"shareOfAssets": "0.00277840549291011412637574604243"
},
{
"fmv": "51101",
"name": "11135F101 BROADCOM INC",
"shareOfAssets": "0.00255989216402285743598303370741"
},
{
"fmv": "48955",
"name": "532457108 ELI LILLY & CO COM",
"shareOfAssets": "0.00245238881606502780334141044493"
}
],
"count": 345,
"schedule": "Corporate stock (line 10b)"
},
"refusals": [],
"blankLines": [],
"kernelProof": "f4f464442f4e23cf40077e3264943c23a9ffcf97f5e073802c1e014c2e6c3608",
"otherInvestments": [
{
"fmv": "1958867",
"name": "464287499 ISHARES RUSSELL MID-",
"shareOfAssets": "0.09812896584534476188434232773"
},
{
"fmv": "1690776",
"name": "77954Q403 T ROWE PRICE BLUE CH",
"shareOfAssets": "0.0846990124169372576697452065454"
},
{
"fmv": "1608548",
"name": "413838624 OAKMARK FUND-R6 #410",
"shareOfAssets": "0.0805798207599584994997287118449"
},
{
"fmv": "1185295",
"name": "922031760 VANGUARD HIGH YIELD",
"shareOfAssets": "0.0593770646867081427874896760968"
},
{
"fmv": "1096292",
"name": "922908710 VANGUARD 500 INDEX F",
"shareOfAssets": "0.0549184810528354909729498833519"
}
]
}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.