Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 07-01-2018 , and ending 06-30-2019
Name of foundation
EVERGREEN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)28 A OAK STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WAYNESVILLE, NC28786
A Employer identification number

56-1351883
B Telephone number (see instructions)

(828) 456-8005
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$31,913,299J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 37 37  
4 Dividends and interest from securities... 439,052 439,052  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 112,933
b Gross sales price for all assets on line 6a 715,365
7 Capital gain net income (from Part IV, line 2)... 112,933
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 594,627 10,684 583,943
12 Total. Add lines 1 through 11........ 1,146,649 562,706 583,943
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 331,408 0 0 0
16a Legal fees (attach schedule)......... Click to see attachment 4,840 0 0 0
b Accounting fees (attach schedule)....... Click to see attachment 44,145 0 0 0
c Other professional fees (attach schedule).... Click to see attachment 134,334 0 0 46,542
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 13,401 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 83,621 0 0 0
21 Travel, conferences, and meetings....... 5,195 0 0 0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 107,456 30,365 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 724,400 30,365 0 46,542
25 Contributions, gifts, grants paid....... 691,989 665,989
26 Total expenses and disbursements. Add lines 24 and 25 1,416,389 30,365 0 712,531
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -269,740
b Net investment income (if negative, enter -0-) 532,341
c Adjusted net income (if negative, enter -0-)... 583,943
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 337,637 268,483 268,483
2 Savings and temporary cash investments......... 5,125 5,127 5,127
3 Accounts receivable bullet2,468
Less: allowance for doubtful accounts bullet   923 2,468 2,468
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet149,158
Less: allowance for doubtful accounts bullet0 155,499 Click to see attachment149,158 149,158
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 17,119,816 Click to see attachment17,702,779 17,702,779
14 Land, buildings, and equipment: basis bullet10,274,862
Less: accumulated depreciation (attach schedule) bullet6,539,188 3,937,124 Click to see attachment3,735,674 13,777,195
15 Other assets (describe bullet) Click to see attachment289 Click to see attachment8,089 Click to see attachment8,089
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 21,556,413 21,871,778 31,913,299
Liabilities 17 Accounts payable and accrued expenses.......... 13,128 39,853
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment17,905 Click to see attachment18,713
23 Total liabilities (add lines 17 through 22)......... 31,033 58,566
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 21,525,380 21,813,212
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 21,525,380 21,813,212
31 Total liabilities and net assets/fund balances (see instructions). 21,556,413 21,871,778
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
21,525,380
2
Enter amount from Part I, line 27a .....................
2
-269,740
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
557,572
4
Add lines 1, 2, and 3 ..........................
4
21,813,212
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
21,813,212
Form 990-PF (2018)
Form 990-PF (2018)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b SALE OF FALLS CIRCLE PROPERTY P 2004-09-01 2019-04-18
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 530,365   413,662 116,703
b 185,000 150,500 339,270 -3,770
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       116,703
b       -3,770
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 112,933
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 673,980 17,159,634 0.039277
2016 675,773 15,730,212 0.042960
2015 816,694 15,080,656 0.054155
2014 741,587 15,812,193 0.046900
2013 809,833 16,413,338 0.049340
2
Total of line 1, column (d) .....................
2
0.232632
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.046526
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
17,003,302
5
Multiply line 4 by line 3......................
5
791,096
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
5,323
7
Add lines 5 and 6........................
7
796,419
8
Enter qualifying distributions from Part XII, line 4,.............
8
712,531
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 10,647
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 10,647
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,647
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 8,988
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,988
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,659
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changesClick to see attachment....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletEVERGREENFOUNDATIONNC.ORG
    14
    The books are in care ofbulletDENISE COLEMAN Telephone no.bullet (828) 456-8005

    Located atbullet28 A OAK STREETWAYNESVILLENC ZIP+4bullet28786
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2018?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2018 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2018.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOHN BAUKNIGHT BOARD MEMBER
    2.00     		0 0 0
    175 HIDEAWAY TRAIL
    HIGHLANDS,NC28741
    JOHN FEIL SECRETARY
    2.00     		0 0 0
    765 GOLDMINE ROAD
    ROBBINSVILLE,NC28771
    VICKI GORDON TREASURER
    4.00     		0 0 0
    52 DEER GLADE LANE
    WAYNESVILLE,NC28786
    MARTY HYDAKER PRESIDENT
    4.00     		0 0 0
    300 JITTERBUG LANE
    CULLOWHEE,NC28723
    RALPH MURPHY VICE PRESIDENT
    2.00     		0 0 0
    2757 COOPERS CREEK ROAD
    BRYSON CITY,NC28713
    GLENN JONES BOARD MEMBER
    2.00     		0 0 0
    P O BOX 87
    BRYSON CITY,NC28713
    DAVID BADGER BOARD MEMBER
    2.00     		0 0 0
    228 HILTON ST
    MURPHY,NC28906
    JANICE WRIGHT BOARD MEMBER
    2.00     		0 0 0
    P O BOX 1203
    CULLOWHEE,NC28723
    CHARLES PENLAND BOARD MEMBER
    2.00     		0 0 0
    386 OAK FOREST ROAD
    HAYESVILLE,NC28904
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    DENISE COLEMAN MANAGEMENT 90,912
    28A OAK STREET
    WAYNESVILLE,NC28786
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    16,972,150
    b
    Average of monthly cash balances.......................
    1b
    290,086
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,262,236
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    17,262,236
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    258,934
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    17,003,302
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    850,165
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    850,165
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    10,647
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,647
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    839,518
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    839,518
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    839,518
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    712,531
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    712,531
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    712,531
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 839,518
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 229,665
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 712,531
    a Applied to 2017, but not more than line 2a 229,665
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2018 distributable amount..... 482,866
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		356,652
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2018, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DENISE COLEMAN
    28 A OAK STREET
    WAYNESVILLE,NC28786
    (828) 456-8005
    DCOLEMAN@EVERGREENNC.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    THEY SHOULD FILL OUT THE GRANT APPLICATION PACKAGE AND SUBMIT TO THE ORGANIZATION. INCOMPLETE APPLICATIONS WILL NOT BE CONSIDERED NOR RETURNED TO THE APPLICANT. APPROPRIATELY COMPLETED GRANT APPLICATIONS WILL BE PRESENTED TO THE BOARD FOR REVIEW AND CONSIDERATION AT REGULARLY SCHEDULED BOARD MEETINGS.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FUNDING WILL BE USED TO DIRECTLY SUPPORT THE MENTAL HEALTH, SUBSTANCE ABUSE OR DEVELOPMENTALLY DISABLED POPULATIONS. THE FUNDING WILL BE UTILIZED IN ONE OR MORE OF THE FOLLOWING COUNTIES: CHEROKEE, CLAY, GRAHAM, HAYWOOD, JACKSON, MACON OR SWAIN.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    30TH JUDICIAL DISTRICT DVSA ALLIANCE
    PO BOX 554
    WAYNESVILLE,NC28785     		NONE PC FUNDING TO ASSIST WITH THE TRAINING COSTS FOR TWO STAFF TO BE TRAINED IN A NEW FDA TREATMENT PROGRAM FOR PTSD THAT THEY ARE HOPING TO PROVIDE AS A RURAL DEMONSTRATION MODEL IN WESTERN NC. 9,000
    APPALACHIAN ACCESS
    PO BOX 444
    MURPHY,NC28906     		NONE PC CONTINUED FUNDING FOR THE JAIL TREATMENT PROGRAMS IN CHEROKEE, CLAY, AND GRAHAM COUNTIES. 16,500
    APPALACHIAN ACCESS
    PO BOX 444
    MURPHY,NC28906     		NONE PC CONTINUATION FUNDING FOR THE TRANSPORTATION OF INDIVIDUALS SEEKING VOLUNTARY HOSPITAL COMMITMENTS. 20,000
    APPALACHIAN ACCESS
    PO BOX 444
    MURPHY,NC28906     		NONE PC CONTINUATION FUNDING FOR COMMUNITY SUPPORT SERVICES (CASE MANAGEMENT). 39,366
    ASHEVILLE-BUNCOMBE COMMUNITY CHRISTIAN MINISTRY
    20 TWENTIETH ST
    ASHEVILLE,NC28806     		NONE PC FUNDING TO EXPAND THE NC SERVES PROGRAM INTO THE FAR WEST. A PART-TIME CASE COORDINATOR WILL BE ADDED TO HELP VETERANS NAVIGATE SERVICES AND THE PROGRAM WILL DOCUMENT SERVICES AND SERVICE GAPS IN THE FAR WESTERN COUNTIES. 36,000
    AWAKE
    PO BOX 755
    SYLVA,NC28779     		NONE PC FUNDING TO CONTRACT FOR A DEDICATED THERAPIST IN THE CHILD ADVOCACY CENTER AND TO PROVIDE MORE IMMEDIATE ACCESS TO THESE SERVICES. THE AGENCY NORMALLY REFERS THEM OUT AND GIVE THE PARENT AN APPOINTMENT AT THE MENTAL HEALTH CENTER. 15,000
    CENTER FOR DOMESTIC PEACE
    PO BOX 134
    WEBSTER,NC28788     		NONE PC FUNDING TO ASSIST WITH THE SALARY FOR A FULL-TIME DOMESTIC VIOLENCE/SEXUAL ASSAULT VICTIM ADVOCATE IN JACKSON COUNTY. 17,555
    CENTER FOR DOMESTIC PEACE
    PO BOX 134
    WEBSTER,NC28788     		NONE PC FUNDING IS FOR A SCHOLARSHIP TO ATTEND THE NON-PROFIT PATHWAYS TRAINING "SUSTAINABLE STRATEGIC PLANNING." 59
    CHILDREN'S HOPE ALLIANCE
    PO BOX 1
    BARIUM SPRINGS,NC28010     		NONE PC FUNDING TOWARD THE SALARY OF A FULL-TIME IMPLEMENTATION SPECIALIST TO SUPPORT THE FOSTER CARE AND ADOPTION PROGRAM IN IMPLEMENTING "TEACHING FAMILY MODEL" IN THE 77 COUNTY AREA. 11,000
    CHILDREN'S HOPE ALLIANCE
    PO BOX 1
    BARIUM SPRINGS,NC28010     		NONE PC FUNDING FOR EXTERIOR RENOVATIONS AT THE HAWTHORNE HEIGHTS YOUTH SHELTER. 15,000
    CHURCH MOUSE MINISTRIES INC
    PO BOX 986
    ROBBINSVILLE,NC28771     		NONE PC FUNDING TO PROVIDE A PARKING PAD FOR A LIFT VAN, RAISED BEDS, AND PAVED PATHWAYS AT THE GREATER GOOD COMMUNITY GARDEN FOR HANDICAPPED ACCESS. 7,716
    CLEAN SLATE COALITION
    PO BOX 455
    WEBSTER,NC28788     		NONE PC FUNDING TO ASSIST WITH GENERAL OPERATING FUNDS. 12,000
    CLEAN SLATE COALITION
    PO BOX 455
    WEBSTER,NC28788     		NONE PC FUNDRAISING SUPPORT FOR THE ANNUAL SPRING FLING. 1,000
    COMMUNITY SERVICES OF SWAIN COUNTY
    PO BOX 812
    BRYSON CITY,NC28713     		NONE PC FUNDING FOR CONTINUATION OF CIRCLES OF PARENTS IN GRAHAM CO. AND IMPLEMENTATION OF INCREDIBLE YEARS TO FAMILIES IN GRAHAM AND SWAIN. TARGETS ARE PARENTS WITH SU, MH, DV, AND OTHER TRAUMA. DATA WILL BE COLLECTED OF DATA TO SUPPORT A GRANT FOR THESE SERVICES IN UNDERSERVED COUNTIES. 15,000
    HAYWOOD PATHWAYS CENTER
    179 HEMLOCK ST
    WAYNESVILLE,NC28786     		NONE PC FUNDING FOR LOCKERS AND LADDERS IN THE WOMEN AND CHILDREN'S SHELTER AT THE CURRENT CAMPUS. 8,500
    HAYWOOD PATHWAYS CENTER
    179 HEMLOCK ST
    WAYNESVILLE,NC28786     		NONE PC FUNDING TO RESURFACE THE PARKING LOT IN THE HOMELESS CENTER CAMPUS. 7,500
    HAYWOOD VOCATIONAL OPPORTUNITIES
    PO BOX 7
    WAYNESVILLE,NC28786     		NONE PC FUNDING TO OFFSET THE COST TO HOST "A NIGHT TO SHINE" FOR INDIVIDUALS WITH IDD. 1,000
    HAYWOOD VOCATIONAL OPPORTUNITIES
    PO BOX 7
    WAYNESVILLE,NC28786     		NONE PC FUNDING TO CREATE A FOOD SERVICE TRAINING PROGRAM TO ENABLE PARTICIPANTS TO RECEIVE THE TRAINING NECESSARY TO BECOME EMPLOYED IN LOCAL RESTAURANTS. 20,000
    HIGHTS INC
    PO BOX 2543
    CULLOWHEE,NC28723     		NONE PC CASH MATCH FOR ANNC CRIME COMMISSION GRANT TO PROVIDE CRISIS RESPITE AND ASSESS THE IMPACT ON THE YOUTH SERVED. CASH MATCH CAN BE WAIVED AFTER A SUCCESSFUL FIRST YEAR. 10,235
    HIGHTS INC
    PO BOX 2543
    CULLOWHEE,NC28723     		NONE PC FUNDING TO IMPLEMENT A BEEKEEPING PROGRAM WITH MACON CO. SCHOOLS TO ENGAGE STUDENTS IN OUT OF SCHOOL SUSPENSION. PROGRAM IS SUCCESSFUL IN JACKSON WHERE THEY ALSO HAVE THE SAWMILL PROGRAM. 4,000
    HINTON RURAL LIFE CENTER INC
    PO BOX 27
    HAYESVILLE,NC28904     		NONE PC FUNDING FOR ADDITIONAL TRAINING FOR STAFF IN MENTAL HEALTH FIRST AID TO INCLUDE THE RURAL, OPIOID AND YOUTH COMPONENTS, AND TO PURCHASE TRAINING MATERIALS AND CONDUCT TRAINING THROUGHOUT THE FAR WESTERN COUNTIES. 17,660
    HURLBERT-JOHNSON FRIENDSHIP FOUNDATION INC
    73 BLUMENTHAL ST
    MURPHY,NC28906     		NONE PC FUNDING FOR ADDITIONAL CAMERAS AND AN INTERCOM FOR THEIR 27 BED HOMELESS SHELTER. 2,070
    LIFE CHALLENGE OF WNC
    PO BOX 2553
    CULLOWHEE,NC28723     		NONE PC FUNDING TO ASSIST WITH THE PURCHASE OF A 7 PASSENGER MINI-VAN TO SUPPORT INCLUSION IN EDUCATIONAL TRAINING AND OTHER CLASSES FOR WOMEN WITH SUBSTANCE USE ISSUES IN THEIR RESIDENTIAL PROGRAM. 10,000
    LIFE SPAN SERVICES
    2143 ASHEVILLE RD
    WAYNESVILLE,NC28786     		NONE PC FUNDING FOR CONSTRUCTION COSTS TO DOUBLE THE SIZE OF THE THERAPEUTIC ART ROOM, PURCHASE ADAPTIVE ART EQUIPMENT AND SUPPLIES AND DEVELOP AN ART GALLERY FOR INDIVIDUALS WITH I/DD. 11,000
    MACON CO HEALTH DEPT
    1830 LAKESIDE DR
    FRANKLIN,NC28734     		NONE GOV FUNDING TO EXPAND TELE-PSYCHIATRY IN COLLABORATION WITH ECU AND A PILOT "NAVIGATOR MODEL" TO PROMOTE EARLY ENGAGEMENT, LINKAGE AND COORDINATION OF MH AND SA SERVICES. 43,110
    MACON NEW BEGINNINGS
    131 FRANKLIN PLAZA DR
    FRANKLIN,NC28734     		NONE PC FUNDING TO IMPLEMENT THE STRATEGIC PLAN FOCUSING ON ENGAGEMENT AND TRAINING FOR INDIVIDUALS IN MACON CO. WHO ARE HOMELESS OR ARE AT RISK FOR BECOMING HOMELESS. 10,000
    MERIDAIN BEHAVIORAL HEALTH
    154 MEDICAL PARK LOOP
    SYLVA,NC28779     		NONE PC FUNDING FOR CLINICAL SERVICES IN THE CHEROKEE HEALTH DEPARTMENT TO PROVIDE INTEGRATED BEHAVIORAL HEALTH CARE SERVICES. 43,000
    MERIDAIN BEHAVIORAL HEALTH
    154 MEDICAL PARK LOOP
    SYLVA,NC28779     		NONE PC CONTINUATION FUNDING FOR THE PATIENT ASSISTANCE PROGRAM TO ASSIST PATIENTS WITH SECURING FREE MEDICATIONS. COVERS PRESCRIBER AND OTHER SERVICES FOR THE PROGRAM. 37,000
    MERIDAIN BEHAVIORAL HEALTH
    154 MEDICAL PARK LOOP
    SYLVA,NC28779     		NONE PC FUNDING TO CONTINUE PROVIDING SERVICES OUTSIDE OF THE OFFICE SETTING, INCLUDING COMMUNITY, JAIL, HOSPITAL, ETC. SERVICES WILL WORK WITH THE LE DIVERSION PROGRAM FOR SA. PROGRAM BUILDS ON THE EARLY RECOVERY TEAM CONCEPT. SERVICES WILL SUPPORT CONTINUED ENGAGEMENT OF UNINSURED AND UNDER INSURED IN THE RECOVERY PROCESS. 125,000
    MERIDAIN BEHAVIORAL HEALTH
    154 MEDICAL PARK LOOP
    SYLVA,NC28779     		NONE PC FUNDING FOR TRAINING FOR STAFF TO ENABLE THEM TO BUILD THEIR OWN TRAINER BASE AND A RESOURCE LIBRARY, MATRIX TRAINING, CIRCLES OF SECURITY, & RECONNECT FOR RESILIENCE. 6,094
    MERIDAIN BEHAVIORAL HEALTH
    154 MEDICAL PARK LOOP
    SYLVA,NC28779     		NONE PC FUNDING TO UPGRADE THE LIGHTING AT AREA OFFICE TO SAVE MONEY ON UTILITIES SO MORE CAN BE INVESTED IN PROGRAM SERVICES. 18,500
    RENEW BRYSON CITY
    PO BOX 2372
    BRYSON CITY,NC28713     		NONE PC FUNDING TO PURCHASE EDUCATIONAL MATERIALS, TOO GOOD FOR DRUGS AND GUIDING GOOD CHOICES,. FUNDING WILL BE USED IN BRYSON CITY AND SWAIN CO. SCHOOLS TO TEACH DRUG PREVENTION CLASSES. 2,124
    SOUTHWESTERN CHILD DEVELOPMENT
    PO BOX 250
    WEBSTER,NC28788     		NONE PC FUNDING TO SUPPORT THE NURSE FAMILY PARTNERSHIP PROGRAM FOR A 5TH YEAR. THIS IS AN EARLY INTERVENTION PROGRAM TO WORK WITH FIRST TIME MOTHERS WHO HAVE HIGH RISK FACTORS. 37,500
    SOUTHWESTERN CHILD DEVELOPMENT
    PO BOX 250
    WEBSTER,NC28788     		NONE PC FUNDING TO SUPPORT THE HOMELESS PROGRAM IN JACKSON COUNTY. 20,000
    THE ARC OF HAYWOOD CO
    407 WELCH ST
    WAYNESVILLE,NC28786     		NONE PC FUNDRAISING SUPPORT FOR THE 30TH ANNUAL SMOKY MOUNTAIN 9-BALL SHOOTOUT. 1,000
    WESTERN CAROLINA PACE SETTERS
    PO BOX 88
    BRASTOWN,NC28902     		NONE PC FUNDING TO INCREASE A POSITION FROM PART-TIME TO FULL-TIME TO CREATE A VETERAN MENTORING PROGRAM FOR AT RISK YOUTH. FUNDS WILL BE USED TO PUT GUTTERS AND REPAIR A ROOF ON THEIR FORMER OFFICE THAT WILL NOW BE USED FOR TRANSITIONAL HOUSING FOR VETS. 15,500
    Total .................................bullet 3a 665,989
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    aEXEMPT PURPOSE RENTAL INCOME         583,943
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 37  
    4 Dividends and interest from securities....     14 439,052  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 10,684  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 112,933  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 562,706 583,943
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,146,649
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1A FACILITY AND HOUSING PROVIDED AT LOW RENT TO MENTAL HEALTH COMMUNITY
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    EVERGREEN FOUNDATION
    EIN:
    56-1351883
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 44,145 0 0 0

    TY 2018 InvestmentsOtherSchedule2
    Name:
    EVERGREEN FOUNDATION
    EIN:
    56-1351883
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS FMV 17,702,779 17,702,779

    TY 2018 LandEtcSchedule2
    Name:
    EVERGREEN FOUNDATION
    EIN:
    56-1351883
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDINGS 8,994,688 6,270,578 2,724,110 10,296,253
    EQUIPMENT 322,227 199,032 123,195 123,195
    OTHER FIXED ASSETS 336,334 69,578 266,756 1,008,251
    LAND 621,613 0 621,613 2,349,496


    TY 2018 LegalFeesSchedule
    Name:
    EVERGREEN FOUNDATION
    EIN:
    56-1351883
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 4,840 0 0 0


    TY 2018 OtherAssetsSchedule
    Name:
    EVERGREEN FOUNDATION
    EIN:
    56-1351883
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEPOSIT 289 8,089 8,089


    TY 2018 OtherExpensesSchedule
    Name:
    EVERGREEN FOUNDATION
    EIN:
    56-1351883
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REPAIRS 73,775 0 0 0
    OFFICE EXPENSE 2,029 0 0 0
    INVESTMENT FEES 30,365 30,365 0 0
    DUES 353 0 0 0
    MISCELLANEOUS EXPENSE 934 0 0 0


    TY 2018 OtherIncomeSchedule2
    Name:
    EVERGREEN FOUNDATION
    EIN:
    56-1351883
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INTEREST INCOME BRITTAN TRACE 3,677 3,677  
    INTEREST INCOME HAMPTON 7,007 7,007  
    EXEMPT PURPOSE RENTAL INCOME 583,943   583,943


    TY 2018 OtherIncreasesSchedule
    Name:
    EVERGREEN FOUNDATION
    EIN:
    56-1351883
    Description Amount
    NET UNREALIZED GAINS ON INVESTMENTS 557,572


    TY 2018 OtherLiabilitiesSchedule
    Name:
    EVERGREEN FOUNDATION
    EIN:
    56-1351883
    Description Beginning of Year - Book Value End of Year - Book Value
    LEASE DEPOSIT 16,354 17,054
    EXCISE TAX PAYABLE 1,551 1,659


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    TY 2018 OtherNotesLoansRcvblLongSch
    Name:
    EVERGREEN FOUNDATION
    EIN:
    56-1351883

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    HAMPTON PROMISSORY NOTE   141,000 0 2002-08 2007-11 179 EQUAL INSTALLMENTS AND ONE FINAL BALLOON PYMT 700.0000000000 % PURCHASE MONEY DEED OF TRUST PURCHASE OF FORMER HAMPTON PROPERTY   0
    BRITTAIN TRACE PROPERTY   72,250 0 2003-05 2018-05 179 EQUAL INSTALLMENTS AND ONE FINAL BALLOON PYMT 700.0000000000 % PURCHASE MONEY DEED OF TRUST PURCHASE OF FORMER BRITTAIN TRACE PROPERTY   0

    TY 2018 OtherProfessionalFeesSchedule
    Name:
    EVERGREEN FOUNDATION
    EIN:
    56-1351883
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATION CONTRACT 90,912 0 0 46,542
    PROPERTY MAINTENANCE 43,422 0 0 0


    TY 2018 TaxesSchedule
    Name:
    EVERGREEN FOUNDATION
    EIN:
    56-1351883
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROPERTY TAX 2,754 0 0 0
    EXCISE TAX 10,647 0 0 0