EVERGREEN DEVELOPMENT FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EVERGREEN DEVELOPMENT FOUNDATION (EIN 20-1812585)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-06
- IRS object ID
- 202301579349100225
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-06T16:51:07-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954184303 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLDWELL SCLAFANI & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3239 NORTH VERDUGO ROAD | AddressLine1Txt |
| City | GLENDALE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 912081633 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201812585 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERGREEN DEVELOPMENT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVER | BusinessNameControlTxt |
| Phone | 6028088600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2390 E CAMELBACK RD 410 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANCCESCA CRUZ-ORTEGA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6028088600 | PhoneNum |
| Signature | 2023-06-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FRANCCESCA | PersonFirstNm |
| Person Last | CRUZ-ORTEGA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Form8822 B Attached | Yes (X) | Form8822BAttachedInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENNIS LEE | PreparerPersonNm |
| PTIN | P03016090 | PTIN |
| Phone | 8182492085 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $833,711 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $470,910 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,016 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,016 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,417 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $57,652 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,417 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $489,343 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,433 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,809 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,809 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $150 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $125 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $157 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,866 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,934 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,555 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,555 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,421 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,934 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $39,555 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $444,922 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,499 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,773 | CashBOYAmt |
| Cash EOY | $436,419 | CashEOYAmt |
| Cash EOYFMV | $436,419 | CashEOYFMVAmt |
| Corporate Stock BOY | $502,507 | CorporateStockBOYAmt |
| Corporate Stock EOY | $397,292 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $397,292 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $511,280 | TotalAssetsBOYAmt |
| Total Assets EOY | $833,711 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $833,711 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $511,280 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $833,711 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $511,280 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $833,711 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $511,280 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $833,711 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $511,280 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $444,922 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $956,202 | SubtotalAmt |
| Other Decreases | $122,491 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $833,711 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (109 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 8.00 ABBOTT LABS | 2021-01-27 | 2022-11-01 | $796 | $926 | -$130 | -$130 | |
| 1.00 ADOBE INC. (DELAWARE) | 2016-02-16 | 2022-09-26 | $282 | $78 | $204 | $204 | |
| 4.00 ADOBE INC. (DELAWARE) | 2018-05-24 | 2022-09-26 | $1,127 | $982 | $145 | $145 | |
| 2.00 ADOBE INC. (DELAWARE) | 2018-05-24 | 2022-09-27 | $557 | $491 | $66 | $66 | |
| 1.00 ADOBE INC. (DELAWARE) | 2018-12-17 | 2022-09-27 | $278 | $224 | $54 | $54 | |
| 1.00 ADOBE INC. (DELAWARE) | 2019-06-12 | 2022-09-27 | $278 | $277 | $1 | $1 | |
| 3.00 ADOBE INC. (DELAWARE) | 2022-02-14 | 2022-09-27 | $835 | $1,422 | -$587 | -$587 | |
| 2.00 ADOBE INC. (DELAWARE) | 2022-05-20 | 2022-09-28 | $559 | $789 | -$230 | -$230 | |
| 2.00 AMERIPRISE FINANCIAL INC | 2018-06-18 | 2022-03-08 | $530 | $297 | $233 | $233 | |
| 1.00 AMERIPRISE FINANCIAL INC | 2018-06-18 | 2022-03-28 | $312 | $149 | $163 | $163 | |
| 1.00 AMERIPRISE FINANCIAL INC | 2018-06-18 | 2022-03-29 | $313 | $149 | $164 | $164 | |
| 1.00 AMERIPRISE FINANCIAL INC | 2018-06-18 | 2022-08-29 | $272 | $149 | $123 | $123 | |
| 1.00 AMERIPRISE FINANCIAL INC | 2018-06-18 | 2022-08-30 | $269 | $149 | $120 | $120 | |
| 1.00 AMERIPRISE FINANCIAL INC | 2018-10-25 | 2022-09-26 | $255 | $125 | $130 | $130 | |
| 1.00 AMERIPRISE FINANCIAL INC | 2018-10-25 | 2022-09-27 | $253 | $125 | $128 | $128 | |
| 1.00 AMERIPRISE FINANCIAL INC | 2018-10-25 | 2022-11-10 | $331 | $125 | $206 | $206 | |
| 88.97 AQR U.S. DEFENSIVE EQUITY FUND FUND CLASS I | 2018-12-03 | 2022-08-09 | $2,462 | $1,838 | $624 | $624 | |
| 1.00 BOOKING HLDGS INC | 2021-09-20 | 2022-11-10 | $1,942 | $2,318 | -$376 | -$376 | |
| 19.28 BROWN ADVISORY SM-CP FUNDAMENTAL VAL FUND CLASS INSTL | 2017-11-21 | 2022-08-09 | $553 | $567 | -$14 | -$14 | |
| 5.30 CLEARBRIDGE LARGE CAP GROWTH FUND CLASS I | 2018-12-03 | 2022-08-09 | $302 | $264 | $38 | $38 | |
| 2.00 COSTCO WHOLESALE CORP | 2019-03-20 | 2022-03-28 | $1,116 | $472 | $644 | $644 | |
| 3.00 DOLLAR GEN CORP NEW | 2020-05-11 | 2022-03-08 | $605 | $548 | $57 | $57 | |
| 1.00 DOLLAR GEN CORP NEW | 2020-05-11 | 2022-05-20 | $187 | $183 | $4 | $4 | |
| 1.00 DOLLAR GEN CORP NEW | 2020-05-12 | 2022-05-20 | $187 | $182 | $5 | $5 | |
| 16.00 FIDELITY NATL INFORMATION SVCS | 2019-10-15 | 2022-11-10 | $1,030 | $2,121 | -$1,091 | -$1,091 | |
| 2.00 FIDELITY NATL INFORMATION SVCS | 2019-10-15 | 2022-11-11 | $130 | $265 | -$135 | -$135 | |
| 11.00 FIDELITY NATL INFORMATION SVCS | 2020-01-23 | 2022-11-11 | $718 | $1,632 | -$914 | -$914 | |
| 3.00 FIDELITY NATL INFORMATION SVCS | 2020-11-18 | 2022-11-11 | $196 | $438 | -$242 | -$242 | |
| 2.00 FIDELITY NATL INFORMATION SVCS | 2020-11-19 | 2022-11-14 | $129 | $293 | -$164 | -$164 | |
| 1.00 FIDELITY NATL INFORMATION SVCS | 2021-12-14 | 2022-11-14 | $65 | $106 | -$41 | -$41 | |
| 6.00 FIDELITY NATL INFORMATION SVCS | 2021-12-15 | 2022-11-14 | $387 | $636 | -$249 | -$249 | |
| 1.00 HOME DEPOT INC | 2018-12-17 | 2022-06-21 | $270 | $170 | $100 | $100 | |
| 3.00 HOME DEPOT INC | 2019-10-15 | 2022-06-21 | $810 | $707 | $103 | $103 | |
| 1.00 HONEYWELL INTL INC | 2018-06-18 | 2022-05-20 | $189 | $144 | $45 | $45 | |
| 1.00 HONEYWELL INTL INC | 2018-10-25 | 2022-05-20 | $189 | $143 | $46 | $46 | |
| 1.00 HONEYWELL INTL INC | 2019-03-20 | 2022-11-01 | $203 | $156 | $47 | $47 | |
| 3.00 HONEYWELL INTL INC | 2020-06-08 | 2022-11-01 | $609 | $486 | $123 | $123 | |
| 1.00 INTERCONTINENTALEXCHANGE GROUP | 2015-03-18 | 2022-06-03 | $102 | $46 | $56 | $56 | |
| 3.00 INTERCONTINENTALEXCHANGE GROUP | 2015-10-12 | 2022-06-03 | $305 | $140 | $165 | $165 | |
| 2.00 INTERCONTINENTALEXCHANGE GROUP | 2015-10-12 | 2022-06-06 | $205 | $93 | $112 | $112 | |
| 4.00 INTERCONTINENTALEXCHANGE GROUP | 2017-03-22 | 2022-08-29 | $409 | $240 | $169 | $169 | |
| 2.00 INTERCONTINENTALEXCHANGE GROUP | 2017-05-15 | 2022-08-29 | $205 | $119 | $86 | $86 | |
| 2.00 INTERCONTINENTALEXCHANGE GROUP | 2018-02-12 | 2022-08-30 | $202 | $138 | $64 | $64 | |
| 3.00 INTERCONTINENTALEXCHANGE GROUP | 2019-06-12 | 2022-08-30 | $303 | $255 | $48 | $48 | |
| 6.00 INTERCONTINENTALEXCHANGE GROUP | 2019-06-12 | 2022-08-31 | $607 | $509 | $98 | $98 | |
| 5.00 INTERCONTINENTALEXCHANGE GROUP | 2019-06-12 | 2022-09-01 | $502 | $424 | $78 | $78 | |
| 2.03 JP MORGAN LARGE CAP GROWTH FUND CLASS I | 2017-11-21 | 2022-08-09 | $102 | $77 | $25 | $25 | |
| 72.70 LORD ABBETT HIGH YIELD FUND CLASS F | 2018-12-03 | 2022-08-09 | $470 | $504 | -$34 | -$34 | |
| 2.00 LOWES COMPANIES INC | 2016-02-16 | 2022-05-20 | $366 | $134 | $232 | $232 | |
| 5.00 LOWES COMPANIES INC | 2016-02-16 | 2022-06-21 | $865 | $334 | $531 | $531 | |
| 1.00 LOWES COMPANIES INC | 2016-12-12 | 2022-06-21 | $173 | $74 | $99 | $99 | |
| 2.00 LOWES COMPANIES INC | 2016-12-12 | 2022-07-29 | $381 | $149 | $232 | $232 | |
| 5.00 LOWES COMPANIES INC | 2017-09-20 | 2022-07-29 | $954 | $388 | $566 | $566 | |
| 3.00 LOWES COMPANIES INC | 2018-06-18 | 2022-08-01 | $583 | $296 | $287 | $287 | |
| 1.00 LOWES COMPANIES INC | 2018-07-27 | 2022-08-01 | $194 | $98 | $96 | $96 | |
| 1.00 LOWES COMPANIES INC | 2019-06-12 | 2022-08-01 | $194 | $96 | $98 | $98 | |
| 1.00 LOWES COMPANIES INC | 2019-10-15 | 2022-08-01 | $194 | $113 | $81 | $81 | |
| 4.00 LOWES COMPANIES INC | 2021-09-30 | 2022-08-02 | $759 | $819 | -$60 | -$60 | |
| 102.74 LSV VALUE EQUITY FUND CLASS NL | 2018-12-03 | 2022-08-09 | $2,756 | $2,880 | -$124 | -$124 | |
| 3.00 META PLATFORMS INC CL A | 2018-12-17 | 2022-02-14 | $654 | $428 | $226 | $226 | |
| 9.00 META PLATFORMS INC CL A | 2019-03-20 | 2022-02-14 | $1,962 | $1,474 | $488 | $488 | |
| 3.00 META PLATFORMS INC CL A | 2019-06-12 | 2022-02-14 | $654 | $524 | $130 | $130 | |
| 5.00 META PLATFORMS INC CL A | 2019-06-12 | 2022-06-21 | $799 | $873 | -$74 | -$74 | |
| 7.00 META PLATFORMS INC CL A | 2020-02-18 | 2022-06-21 | $1,119 | $1,521 | -$402 | -$402 | |
| 2.00 META PLATFORMS INC CL A | 2020-03-16 | 2022-06-21 | $320 | $306 | $14 | $14 | |
| 1.00 META PLATFORMS INC CL A | 2020-03-17 | 2022-06-21 | $160 | $148 | $12 | $12 | |
| 8.00 META PLATFORMS INC CL A | 2021-01-25 | 2022-06-21 | $1,278 | $2,212 | -$934 | -$934 | |
| 1.00 O REILLY AUTOMOTIVE INC | 2017-09-20 | 2022-02-14 | $659 | $206 | $453 | $453 | |
| 1.00 O REILLY AUTOMOTIVE INC | 2017-09-20 | 2022-03-28 | $691 | $206 | $485 | $485 | |
| 1.00 O REILLY AUTOMOTIVE INC | 2017-09-20 | 2022-05-20 | $575 | $206 | $369 | $369 | |
| 1.00 O REILLY AUTOMOTIVE INC | 2017-09-20 | 2022-07-29 | $702 | $206 | $496 | $496 | |
| 1.00 PARKER HANNIFIN CORP | 2019-03-20 | 2022-03-28 | $287 | $169 | $118 | $118 | |
| 1.00 PARKER HANNIFIN CORP | 2019-03-20 | 2022-03-29 | $295 | $169 | $126 | $126 | |
| 1.00 PARKER HANNIFIN CORP | 2019-03-20 | 2022-05-20 | $258 | $169 | $89 | $89 | |
| 1.00 PARKER HANNIFIN CORP | 2019-03-20 | 2022-05-23 | $262 | $169 | $93 | $93 | |
| 1.00 PARKER HANNIFIN CORP | 2019-03-20 | 2022-06-21 | $240 | $169 | $71 | $71 | |
| 1.00 PARKER HANNIFIN CORP | 2020-01-23 | 2022-06-21 | $240 | $198 | $42 | $42 | |
| 1.00 PARKER HANNIFIN CORP | 2020-01-23 | 2022-11-01 | $290 | $198 | $92 | $92 | |
| 2.00 PARKER HANNIFIN CORP | 2020-01-23 | 2022-11-10 | $605 | $395 | $210 | $210 | |
| 1.00 S&P GLOBAL INC | 2021-05-21 | 2022-08-29 | $364 | $378 | -$14 | -$14 | |
| 1.00 S&P GLOBAL INC | 2021-05-21 | 2022-08-30 | $356 | $378 | -$22 | -$22 | |
| 5.00 SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 2017-11-21 | 2022-08-09 | $457 | $457 | $0 | $0 | |
| 1.00 TJX COS INC NEW | 2014-06-17 | 2022-03-08 | $59 | $27 | $32 | $32 | |
| 6.00 TJX COS INC NEW | 2015-02-17 | 2022-03-08 | $355 | $206 | $149 | $149 | |
| 2.00 TJX COS INC NEW | 2015-03-18 | 2022-03-08 | $118 | $68 | $50 | $50 | |
| 2.00 TJX COS INC NEW | 2015-03-18 | 2022-05-20 | $116 | $68 | $48 | $48 | |
| 2.00 TJX COS INC NEW | 2015-08-17 | 2022-05-20 | $116 | $71 | $45 | $45 | |
| 2.00 TJX COS INC NEW | 2015-10-12 | 2022-05-20 | $116 | $74 | $42 | $42 | |
| 2.00 TJX COS INC NEW | 2015-11-16 | 2022-05-20 | $116 | $64 | $52 | $52 | |
| 4.00 TJX COS INC NEW | 2015-11-16 | 2022-06-03 | $249 | $128 | $121 | $121 | |
| 4.00 TJX COS INC NEW | 2015-11-16 | 2022-06-06 | $248 | $128 | $120 | $120 | |
| 2.00 TJX COS INC NEW | 2016-08-15 | 2022-06-21 | $115 | $83 | $32 | $32 | |
| 4.00 TJX COS INC NEW | 2016-12-12 | 2022-06-21 | $230 | $154 | $76 | $76 | |
| 2.00 TJX COS INC NEW | 2017-03-22 | 2022-06-21 | $115 | $78 | $37 | $37 | |
| 4.00 TJX COS INC NEW | 2017-03-22 | 2022-07-29 | $243 | $157 | $86 | $86 | |
| 4.00 TJX COS INC NEW | 2017-05-15 | 2022-08-01 | $249 | $153 | $96 | $96 | |
| 124.95 TRANSAMERICA MID CAP VALUE OPPS FUND CLASS I | 2017-11-21 | 2022-08-09 | $1,458 | $1,523 | -$65 | -$65 | |
| 2.00 UNION PACIFIC CORP | 2021-04-26 | 2022-03-08 | $516 | $451 | $65 | $65 | |
| 2.00 UNION PACIFIC CORP | 2021-04-27 | 2022-03-08 | $516 | $451 | $65 | $65 | |
| 1.00 UNION PACIFIC CORP | 2021-04-27 | 2022-05-20 | $213 | $226 | -$13 | -$13 | |
| 1.00 UNION PACIFIC CORP | 2021-04-28 | 2022-05-20 | $213 | $226 | -$13 | -$13 | |
| 1.00 UNITEDHEALTH GROUP INC | 2018-05-24 | 2022-03-08 | $477 | $243 | $234 | $234 | |
| 2.00 UNITEDHEALTH GROUP INC | 2018-05-24 | 2022-03-28 | $1,022 | $487 | $535 | $535 | |
| 1.00 UNITEDHEALTH GROUP INC | 2018-05-24 | 2022-03-29 | $513 | $243 | $270 | $270 | |
| 1.00 UNITEDHEALTH GROUP INC | 2019-06-12 | 2022-03-29 | $513 | $243 | $270 | $270 | |
| 2.00 VANGUARD INTER TERM TREAS ETF | 2021-02-25 | 2022-08-09 | $123 | $136 | -$13 | -$13 | |
| 11.00 VANGUARD SHORT-TERM TREAS ETF | 2021-02-25 | 2022-08-09 | $645 | $677 | -$32 | -$32 | |
| 5.00 VISA INC CL A | 2018-05-24 | 2022-11-01 | $1,035 | $659 | $376 | $376 | |
| CAPITAL GAINS DIVIDENDS | $4,379 | $4,379 | $4,379 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,417 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $215 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $215 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $215 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $215 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $215 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LAURIE SKIPPER | IndividualWithBooksNm |
| Phone | 8182408727 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 926 W SPRAGUE AVE 308 | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FRANCCESCA CRUZ-ORTEGA | ||||||||
| 2390 CAMELBACK ROAD SUITE 410 | PHOENIX | AZ | 85016 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| NICOLE CARSON | ||||||||
| 2390 CAMELBACK ROAD SUITE 410 | PHOENIX | AZ | 85016 | SECRETARY | 0.00 | $0 | $0 | $0 |
| JEREMY WEBER | ||||||||
| 2390 CAMELBACK ROAD SUITE 410 | PHOENIX | AZ | 85016 | TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $449,900 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $222,596 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $672,496 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $672,496 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,087 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $662,409 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,120 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,120 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $215 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $215 | TotalTaxAmt |
| Distributable Before Adj | $32,905 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,905 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,905 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $39,555 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $39,555 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,905 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $14,478 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,692 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $49,180 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,864 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $103,214 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $39,555 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,905 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,650 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $109,864 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $109,864 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,478 | ExcessFromYear4Amt |
| Excess From Year3 | $30,692 | ExcessFromYear3Amt |
| Excess From Year2 | $49,180 | ExcessFromYear2Amt |
| Excess From Year1 | $8,864 | ExcessFromYear1Amt |
| Excess From Current Year | $6,650 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ARIZONA HELPING HANDS | |||||||
| 3110 E THUNDERBIRD RD 100 | PHOENIX | AZ | 85032 | NONE | PC: 509(A)(1) | PROVIDES ESSENTIAL NEEDS FOR BOYS AND GIRLS IN FOSTER CARE | $2,000 |
| HOMEWARD BOUND | |||||||
| 2302 W COLTER STREET | PHOENIX | AZ | 85015 | NONE | PC: 509(A)(1) | CREATE PATHWAY TO END HOMELESSNESS. | $1,500 |
| MAGGIE'S PLACE INC | |||||||
| PO BOX 1102 | PHOENIX | AZ | 85001 | NONE | PC: 509(A)(1) | PROVIDE HOUSING FOR PREGNANT AND PARENTING WOMEN. | $1,500 |
| RONALD MCDONALD HOUSE CHARITIES OF DENVER | |||||||
| 1300 E 21ST AVE | DENVER | CO | 80205 | NONE | PC: 509(A)(1) | PROVIDES HOUSING FOR FAMILIES WITH SICK CHILDREN. | $1,500 |
| SARRC | |||||||
| 8300 N 18TH ST | PHOENIX | AZ | 85006 | NONE | PC: 501(C)(3) | SUPPORTS INDIVIDUALS WITH AUTISM. | $1,000 |
| ST MARY'S FOOD BANK | |||||||
| 2831 N 31ST AVENUE | PHOENIX | AZ | 85009 | NONE | PC: 509(A)(1) | FOOD BANK FOR HOMELESS. | $1,500 |
| STILLPOINT FAMILY RESOURCES | |||||||
| PO BOX 5103 | WEST HILLS | CA | 91308 | NONE | PC: 509(A)(1) | SUPPORTING THE UNDER SERVED WITH COUNSELING AND OTHER RESOURCES. | $1,500 |
| UMOM NEW DAY CENTERS | |||||||
| 3333 EAST VAN BUREN STREET | PHOENIX | AZ | 85008 | NONE | PC: 509(A)(1) | PREVENT AND END HOMELESSNESS FOR YOUTH, WOMEN AND FAMILIES. | $4,508 |
| VALLE DEL SOL INC | |||||||
| 3807 N 7TH STREET | PHOENIX | AZ | 85014 | NONE | PC: 509(A)(1) | COMMUNITY HEALTH AND BEHAVIORAL | $3,500 |
| WILSON PRIMARY SCHOOL | |||||||
| 2929 E FILLMORE ST | PHOENIX | AZ | 85008 | NONE | PC: 509(A)(1) | CHRISTMAS EVENT PJ PARTY & DRIVE FOR STUDENTS. | $1,000 |
| VISTA PREP COLLEGE | |||||||
| 901 E MADISON | PHOENIX | AZ | 85034 | NONE | PC: 501(C)(3) | DC GRADUATION | $5,000 |
| FAMILIES RAISING HOPE | |||||||
| 312 E BROOK HOLLOW DRIVE | PHOENIX | AZ | 85022 | NONE | PC: 501(C)(3) | SUPPORT FAMILIES GOING THROUGH CANCER | $1,500 |
| NEW SONG CENTER FOR GRIEVING CHILDREN | |||||||
| 555 FOREST AVENUE | PORTLAND | ME | 04103 | NONE | PC: 509(A)(1) | PROVIDE A SAFE PLACE AND EDUCATION TO FAMILIES THAT ARE GRIVING. | $1,048 |
| VICTORIA FOUNDATION | |||||||
| 1122 E BUCKEYE ROAD SUIT B | PHOENIX | AZ | 85034 | NONE | PC: 501(C)(3) | SCHOLARSHIP FOR HIGHER EDUCATION | $1,500 |
| FRATERNAL ORDER OF POLICE | |||||||
| 10210 N 32ND ST SUITE C200 | PHOENIX | AL | 85028 | NONE | PC: 501(C)(3) | BACKPACKS FULL OF SUPPLIES FOR KIDS "COPS & KIDS" | $1,000 |
| CENTER OF SOUTH TEXAS | |||||||
| 205 W OLMOS | SAN ANTONIO | TX | 78212 | NONE | PC: 501(C)(3) | SUPPORT ROBB ELEMENTARY SCHOOL IN UVALDE TEXAS | $2,500 |
| SAME CAFE | |||||||
| 2023 E CALFAX AVENUE | DENVER | CO | 80206 | NONE | PC: 501(C)(3) | RESTAURANT THAT SERVES HEALTHY FOOD TO EVERYONE, REGARDLESS OF ABILITY TO PAY. | $2,500 |
| SUNNYSLOPE SCHOLAR ACADEMY | |||||||
| 1055 EAST HEARN ROAD | PHOENIX | AZ | 85022 | NONE | PC: 501(C)(3) | TO SUPPORT SOIL PROJECT FOR CHILDREN AT THE SCHOOL | $2,000 |
| FOR SUICIDE PREVENTION | |||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | NONE | PC: 501(C)(3) | SUPPORT SUICIDE PREVENTION | $1,000 |
| VALLEY PARTNESHIP | |||||||
| 11801 N TATUM BLVD 224 | PHOENIX | AZ | 85028 | NONE | PC: 501(C)(3) | ADVOCATES DEVELOPEMENT AND OFFERS NETWORKING IN PHOENIX, AZ. | $1,000 |
| CHRISTMAS BOX INTERNATIONAL UTAH | |||||||
| 3150 SOUTH 900 | WEST SALT LAKE | UT | 84119 | NONE | PC: 501(C)(3) | ACCESS FOOD AND DELIVER IT TO PEOPLE WHO ARE FACING HUNGER | $999 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,555 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,016 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,417 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,433 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,433 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERGREEN DEVCO INC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2390 E CAMELBACK RD SUITE 410 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $450,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS | StockNm |
| EOY Book Value | $397,292 | EOYBookValueAmt |
| EOYFMV | $397,292 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE IN VALUE OF INVESTMENTS | Desc |
| Amt | $122,491 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $157 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $2,809 | Amt |
| Net Investment Income | $2,809 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EVERGREEN DEVCO INC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2390 E CAMELBACK RD SUITE 410 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $125 | $125 | $0 |
| REGISTRY OF CHARITABLE TRUST FEES | $25 | $0 | $0 |