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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
EVERGREEN DEVELOPMENT FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)200 N MARYLAND AVENUE NO 201
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GLENDALE, CA91206
A Employer identification number

20-1812585
B Telephone number (see instructions)

(818) 240-8727
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$471,906
J Accounting method:
MODIFIED CASH
(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) 36,376
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 8,269 8,269  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 16,224
b Gross sales price for all assets on line 6a 84,489
7 Capital gain net income (from Part IV, line 2)... 16,224
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).......      
12 Total. Add lines 1 through 11........ 60,869 24,493  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 800 0   800
c Other professional fees (attach schedule).... 2,553 2,553   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 155 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 523 0   523
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,031 2,553   1,323
25 Contributions, gifts, grants paid....... 70,069 70,069
26 Total expenses and disbursements. Add lines 24 and 25 74,100 2,553   71,392
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -13,231
b Net investment income (if negative, enter -0-) 21,940
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 28,784 15,958 15,958
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
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)....... 413,704 Click to see attachment455,948 455,948
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)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 442,488 471,906 471,906
Liabilities 17 Accounts payable and accrued expenses..........    
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 442,488 471,906
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 442,488 471,906
30 Total liabilities and net assets/fund balances (see instructions). 442,488 471,906
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
442,488
2
Enter amount from Part I, line 27a .....................
2
-13,231
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
42,649
4
Add lines 1, 2, and 3 ..........................
4
471,906
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 29 .
6
471,906
Form 990-PF (2020)
Form 990-PF (2020)
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 7.00 ACCENTURE PLC IRELAND CL A   2015-11-16 2020-01-23
b 2.00 ACCENTURE PLC IRELAND CL A   2015-11-16 2020-11-18
c 1.00 ACCENTURE PLC IRELAND CL A   2015-11-16 2020-11-19
d 1.00 ACCENTURE PLC IRELAND CL A   2015-11-16 2020-11-20
e 2.00 ADOBE INC. (DELAWARE)   2016-02-16 2020-01-23
2.00 ADOBE INC. (DELAWARE)   2016-02-16 2020-02-18
4.00 ADOBE INC. (DELAWARE)   2016-02-16 2020-11-18
1.00 ALPHABET INC CL A   2014-05-05 2020-02-18
1.00 ALPHABET INC CL A   2015-01-27 2020-09-09
2.00 AMAZON.COM INC   2019-03-20 2020-05-14
2.00 AMERICAN TOWER CORP REIT   2017-03-22 2020-02-18
1.00 AMERICAN TOWER CORP REIT   2018-02-12 2020-02-19
134.22 AQR U.S. DEFENSIVE EQUITY FUND FUND CLASS I   2018-12-03 2020-02-20
9.00 BOEING COMPANY   2019-06-12 2020-03-19
7.00 BOEING COMPANY   2019-10-15 2020-03-19
19.24 BROWN ADVISORY SM-CP FUNDAMENTAL VAL FUND CLASS INSTL   2017-11-21 2020-02-20
474.95 CAMBIAR INTERNATIONAL EQUITY INSTL   2017-11-21 2020-02-20
3.84 CAMBIAR INTERNATIONAL EQUITY INSTL   2017-12-21 2020-02-20
6.68 CAMBIAR INTERNATIONAL EQUITY INSTL   2017-12-28 2020-02-20
13.39 CAMBIAR INTERNATIONAL EQUITY INSTL   2018-12-03 2020-02-20
0.97 CAMBIAR INTERNATIONAL EQUITY INSTL   2018-12-20 2020-02-20
4.80 CAMBIAR INTERNATIONAL EQUITY INSTL   2018-12-28 2020-02-20
17.76 CAMBIAR INTERNATIONAL EQUITY INSTL   2019-12-30 2020-02-20
18.87 CAUSEWAY EMERGING MARKETS FUND CLASS INSTL   2017-11-21 2020-02-20
46.24 CLEARBRIDGE LARGE CAP GROWTH FUND CLASS I   2018-12-03 2020-02-20
7.00 COMCAST CORP NEW CL A   2014-05-05 2020-05-11
12.00 COMCAST CORP NEW CL A   2014-05-05 2020-05-12
16.00 COMCAST CORP NEW CL A   2014-05-05 2020-09-22
1.00 COMCAST CORP NEW CL A   2015-01-27 2020-09-22
2.00 COSTCO WHOLESALE CORP   2019-03-20 2020-01-23
1.00 COSTCO WHOLESALE CORP   2019-03-20 2020-04-14
2.00 COSTCO WHOLESALE CORP   2019-03-20 2020-06-08
2.00 COSTCO WHOLESALE CORP   2019-03-20 2020-06-09
1.00 COSTCO WHOLESALE CORP   2019-03-20 2020-06-10
1.00 DANAHER CORP   2015-02-17 2020-01-23
2.00 DANAHER CORP   2015-03-18 2020-01-23
3.00 DANAHER CORP   2016-08-15 2020-01-23
2.00 DANAHER CORP   2016-08-15 2020-06-08
2.00 DANAHER CORP   2016-08-15 2020-06-09
1.00 DANAHER CORP   2016-12-12 2020-06-09
1.00 DANAHER CORP   2016-12-12 2020-10-23
1.00 DANAHER CORP   2017-05-15 2020-10-23
2.00 DANAHER CORP   2017-05-15 2020-10-26
6.00 FACEBOOK INC CL A   2015-05-18 2020-06-08
4.00 FIDELITY NATL INFORMATION SVCS   2019-10-15 2020-03-16
81.80 HARDING LOEVNER INTERNATIONAL EQUITY FUND   2017-11-21 2020-02-20
71.40 HARTFORD SCHRODERS EMERGING MARKETS EQUITY FUND CLASS I   2017-11-21 2020-02-20
10.00 HOME DEPOT INC   2014-05-05 2020-01-23
1.00 HOME DEPOT INC   2014-05-05 2020-04-13
2.00 HOME DEPOT INC   2014-05-05 2020-09-22
1.00 HOME DEPOT INC   2015-03-18 2020-09-22
2.00 HONEYWELL INTL INC   2015-09-14 2020-04-13
1.00 HONEYWELL INTL INC   2015-09-14 2020-04-14
1.00 HONEYWELL INTL INC   2015-09-14 2020-05-11
1.00 HONEYWELL INTL INC   2015-09-14 2020-05-12
2.00 HONEYWELL INTL INC   2015-09-14 2020-05-13
5.00 HONEYWELL INTL INC   2015-09-14 2020-11-18
3.00 HONEYWELL INTL INC   2015-09-14 2020-11-19
1.00 HONEYWELL INTL INC   2015-10-12 2020-11-20
3.00 INTERCONTINENTALEXCHANGE GROUP   2014-06-17 2020-05-11
1.00 INTERCONTINENTALEXCHANGE GROUP   2014-06-17 2020-05-12
4.00 INTERCONTINENTALEXCHANGE GROUP   2015-03-18 2020-05-12
16.00 ISHARES CORE MSCI EAFE ETF   2017-11-21 2020-02-20
3.00 ISHARES S&P SMALLCAP 600 GROWTH ETF   2017-11-21 2020-02-20
87.76 JP MORGAN LARGE CAP GROWTH FUND CLASS I   2017-11-21 2020-02-20
3.00 LAUDER ESTEE COS CL A   2018-12-17 2020-01-23
3.00 LAUDER ESTEE COS CL A   2018-12-17 2020-04-13
1.00 LAUDER ESTEE COS CL A   2018-12-17 2020-04-14
2.00 LAUDER ESTEE COS CL A   2018-12-17 2020-09-09
1.00 LAUDER ESTEE COS CL A   2019-03-20 2020-09-10
79.90 LORD ABBETT HIGH YIELD FUND CLASS F   2018-12-03 2020-02-20
6.00 LOWES COMPANIES INC   2016-02-16 2020-09-22
81.00 LSV VALUE EQUITY FUND CLASS NL   2018-12-03 2020-02-20
8.00 MICROSOFT CORP   2018-05-24 2020-05-11
2.00 MICROSOFT CORP   2018-05-24 2020-05-12
8.00 MICROSOFT CORP   2018-05-24 2020-06-08
5.00 MONDELEZ INTL INC   2017-05-15 2020-11-18
2.00 MONDELEZ INTL INC   2017-09-20 2020-11-18
9.00 MONDELEZ INTL INC   2017-09-20 2020-11-19
1.00 MONDELEZ INTL INC   2018-02-12 2020-11-19
1.00 O REILLY AUTOMOTIVE INC   2015-12-15 2020-05-11
1.00 PARKER HANNIFIN CORP   2017-09-20 2020-05-11
1.00 PARKER HANNIFIN CORP   2018-02-12 2020-05-11
1.00 PARKER HANNIFIN CORP   2018-07-27 2020-05-11
259.93 PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2   2017-11-21 2020-02-20
3.00 ROCKWELL AUTOMATION INC NEW   2015-01-27 2020-03-16
1.00 ROCKWELL AUTOMATION INC NEW   2015-01-27 2020-03-17
2.00 ROCKWELL AUTOMATION INC NEW   2015-01-27 2020-09-09
1.00 ROCKWELL AUTOMATION INC NEW   2015-03-18 2020-09-10
8.00 SPDR SER TR SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF   2017-11-21 2020-02-20
58.08 THE HARTFORD MIDCAP FUND CLASS I   2017-11-21 2020-02-20
1.00 THERMO FISHER SCIENTIFIC INC   2015-03-18 2020-06-08
1.00 THERMO FISHER SCIENTIFIC INC   2015-03-18 2020-06-09
88.23 TRANSAMERICA MID CAP VALUE OPPS FUND CLASS I   2017-11-21 2020-02-20
4.00 VISA INC CL A   2016-12-12 2020-03-16
3.00 VISA INC CL A   2018-05-24 2020-03-16
1.00 VISA INC CL A   2018-05-24 2020-03-17
4.00 WALT DISNEY CO (HOLDING CO) DISNEY COM   2016-06-13 2020-01-23
1.00 WALT DISNEY CO (HOLDING CO) DISNEY COM   2016-08-15 2020-01-23
1.00 WALT DISNEY CO (HOLDING CO) DISNEY COM   2016-08-15 2020-05-11
1.00 WALT DISNEY CO (HOLDING CO) DISNEY COM   2017-03-22 2020-05-11
1.00 WALT DISNEY CO (HOLDING CO) DISNEY COM   2017-05-15 2020-05-11
4.00 WALT DISNEY CO (HOLDING CO) DISNEY COM   2017-09-20 2020-05-11
1.00 WALT DISNEY CO (HOLDING CO) DISNEY COM   2018-02-12 2020-05-11
3.00 WALT DISNEY CO (HOLDING CO) DISNEY COM   2018-10-25 2020-05-11
6.00 WALT DISNEY CO (HOLDING CO) DISNEY COM   2018-10-25 2020-05-12
3.00 WALT DISNEY CO (HOLDING CO) DISNEY COM   2018-10-25 2020-05-13
4.00 WALT DISNEY CO (HOLDING CO) DISNEY COM   2019-03-20 2020-05-13
(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 1,464   739 725
b 484   211 273
c 242   106 136
d 243   106 137
e 699   156 543
760   156 604
1,851   313 1,538
1,521   532 989
1,547   524 1,023
4,749   3,544 1,205
508   236 272
249   136 113
3,350   2,788 562
888   3,097 -2,209
691   2,603 -1,912
482   565 -83
12,391   13,451 -1,060
100   110 -10
174   190 -16
349   339 10
25   23 2
125   110 15
463   474 -11
240   270 -30
2,713   2,299 414
251   183 68
428   313 115
731   417 314
46   28 18
623   472 151
313   236 77
615   472 143
613   472 141
307   236 71
163   65 98
326   131 195
489   244 245
343   163 180
343   163 180
171   78 93
233   78 155
233   83 150
466   167 299
1,386   488 898
456   530 -74
1,938   1,897 41
1,172   1,201 -29
2,325   788 1,537
198   79 119
545   158 387
272   116 156
277   190 87
141   95 46
135   95 40
131   95 36
248   190 58
1,014   474 540
605   284 321
202   97 105
282   117 165
94   39 55
376   185 191
1,028   1,044 -16
595   508 87
4,004   3,317 687
624   396 228
485   396 89
165   132 33
438   264 174
217   159 58
604   570 34
965   401 564
2,188   2,270 -82
1,484   785 699
371   196 175
1,505   785 720
292   228 64
117   81 36
515   366 149
57   43 14
399   250 149
158   176 -18
158   182 -24
158   165 -7
2,911   2,756 155
473   319 154
151   106 45
449   212 237
222   115 107
732   732 0
1,927   1,828 99
349   134 215
349   134 215
1,064   1,076 -12
640   313 327
480   396 84
157   132 25
565   392 173
141   97 44
108   97 11
108   112 -4
108   110 -2
432   396 36
108   103 5
324   341 -17
641   681 -40
309   341 -32
415   431 -16
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       725
b       273
c       136
d       137
e       543
      604
      1,538
      989
      1,023
      1,205
      272
      113
      562
      -2,209
      -1,912
      -83
      -1,060
      -10
      -16
      10
      2
      15
      -11
      -30
      414
      68
      115
      314
      18
      151
      77
      143
      141
      71
      98
      195
      245
      180
      180
      93
      155
      150
      299
      898
      -74
      41
      -29
      1,537
      119
      387
      156
      87
      46
      40
      36
      58
      540
      321
      105
      165
      55
      191
      -16
      87
      687
      228
      89
      33
      174
      58
      34
      564
      -82
      699
      175
      720
      64
      36
      149
      14
      149
      -18
      -24
      -7
      155
      154
      45
      237
      107
      0
      99
      215
      215
      -12
      327
      84
      25
      173
      44
      11
      -4
      -2
      36
      5
      -17
      -40
      -32
      -16
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 16,224
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 305
c All other domestic foundations enter 1.39% 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........................... 3 305
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- ..... 5 305
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 305
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 305
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 0
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 2021 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 the instructions
for the 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 changes....
3
 
No
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)
    bulletCA
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 addressbulletN/A
    14
    The books are in care ofbulletLAURIE SKIPPER Telephone no.bullet (818) 240-8727

    Located atbullet200 N MARYLAND AVENUE 201GLENDALECA ZIP+4bullet91206
    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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    KAYCEE ROBERTS PRESIDENT
    0.00
    0 0 0
    200 N MARYLAND AVENUE 201
    GLENDALE,CA91206
    PATSY GONZALES SECRETARY
    0.00
    0 0 0
    200 N MARYLAND AVENUE 201
    GLENDALE,CA91206
    LAURIE SKIPPER TREASURER
    0.00
    0 0 0
    200 N MARYLAND AVENUE 201
    GLENDALE,CA91206
    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 (2020)
    Form 990-PF (2020)
    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
    NONE
    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 (2020)
    Form 990-PF (2020)
    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
    434,826
    b
    Average of monthly cash balances.......................
    1b
    22,371
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    457,197
    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
    457,197
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    6,858
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    450,339
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    22,517
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    22,517
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    305
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    305
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    22,212
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    22,212
    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
    22,212
    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
    71,392
    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
    71,392
    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
    71,392
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2019
    (c)
    2019
    (d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 22,212
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 1,251
    b From 2016...... 5,211
    c From 2017......  
    d From 2018...... 14,478
    e From 2019...... 30,692
    fTotal of lines 3a through e........ 51,632
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 71,392
    a Applied to 2019, but not more than line 2a 0
    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 2020 distributable amount..... 22,212
    e Remaining amount distributed out of corpus 49,180
    5 Excess distributions carryover applied to 2020. 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 5 100,812
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
    0
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...
    1,251
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    99,561
    10 Analysis of line 9:
    a Excess from 2016.... 5,211
    b Excess from 2017....  
    c Excess from 2018.... 14,478
    d Excess from 2019.... 30,692
    e Excess from 2020.... 49,180
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    A NEW LEAF
    868 E UNIVERSITY DR
    MESA,AZ85203
    NONE PC: 509(A)(1) ANNUAL COCKTAILS & CLOTHES EVENT-HELP FAMILIES FIND PEACE AND STABILITY AND LONG-TERM INDEPENDENCE. 500
    FAMILY TREE INC
    3805 MARSHALL ST
    WHEAT RIDGE,CO80033
    NONE PC: 509(A)(1) SUPPORT FAMILY TREE, PROVIDING DOMESTIC VIOLENCE AND HOMELESSNESS SUPPORT SERVICES IN THE COMMUNITY. PART OF THE COMPANY GOALS IN 2019 2,000
    ARVADA COMMUNITY FOOD BANK DBA COMMUNITY TABLE
    8555 W 57TH AVE
    ARVADA,CO80002
    NONE PC: 509(A)(1) SUPPORT "FEEDING THE FUTURE" - A COMMUNITY BACKPACK PROGRAM THAT SUPPORTS WHEAT RIDGE AND ARVADA, CO SCHOOL KIDS WITH FOOD PANTRY ITEMS AS WELL AS WEEKEND BACKPACKS FULL OF FOOD FOR THE WEEKEND. PART OF THE COMPANY GOALS IN 2019. 5,350
    FRONTLINE FOODS CO WORLD CENTRAL KITCHEN
    1342 FLORIDA AVE NW
    WASHINGTON,DC20009
    NONE PC: 509(A)(1) FRONTLINE FOODS - PHOENIX - COVID RELIEF 12,575
    VALLE DEL SOL INC
    3807 N 7TH STREET
    PHOENIX,AZ85014
    NONE PC: 509(A)(1) COMMUNITY HEALTH CARE PROGRAM - COVID RELIEF 500
    UMOM NEW DAY CENTERS
    3333 EAST VAN BUREN STREET
    PHOENIX,AZ85008
    NONE PC: 509(A)(1) PREVENT AND END HOMELESSNESS FOR YOUTH, WOMEN AND FAMILIES. 500
    FOOD BANK OF THE ROCKIES
    10700 E 46TH AVE
    DENVER,CO80239
    NONE PC: 509(A)(1) PROVIDE FOOD AND NECESSITIES TO PEOPLE IN NEED. COVID RELIEF 3,144
    THE FAMILY SUPPORT CENTER
    1760 WEST 4805 SOUTH
    TAYLORSVILLE,UT84129
    NONE PC: 509(A)(1) PROVIDE EDUCATION, RESOURCES, AND SUPPORT TO ALLEVIATE STRESS AND DIFFUSE THE POSSIBILITY OF DOMESTIC VIOLENCE AND ABUSE. 10,000
    LOS ANGELES REGIONAL FOOD BANK
    1734 EAST 41ST STREET
    LOS ANGELES,CA90058
    NONE PC: 509(A)(1) DISTRIBUTING HEALTHY FOOD FOR HUNGRY NEIGHBORS IN LOS ANGELES COUNTY. COVID RELIEF 3,144
    UTAH FOOD BANK
    3150 SOUTH 900 WEST
    SALT LAKE CITY,UT84119
    NONE PC: 509(A)(1) ACCESS FOOD AND DELIVER IT TO PEOPLE WHO ARE FACING HUNGER THROUGHOUT THE STATE. COVID RELIEF 3,144
    SOUTHWEST AUTISM RESEARCH & RESOURCE CENTER
    300 N 18TH ST
    PHOENIX,AZ85006
    NONE PC: 509(A)(1) ANNUAL BREAKFAST DONATION ON BEHALF OF JULIE ALPERT 500
    ST MARY'S FOOD BANK
    DEL E WEBB DISTRIBUTION CENTER 2831
    N 31ST AVENUE
    PHOENIX,AZ85009
    NONE PC: 509(A)(1) PROVIDE FOOD TO NONPROFIT PARTNER AGENCIES THROUGHOUT TWO-THIRDS OF ARIZONA. COVID RELIEF 3,143
    TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS
    3033 WILSON BLVD SUITE 300
    ARLINGTON,VA22201
    NONE PC: 509(A)(1) ASSIST FAMILIES GRIEVING THE LOSS OF A LOVED ONE WHILE SERVING IN THE MILITARY 500
    SCOTTSDALE ACTIVE 2030 FOUNDATION
    8776 E SHEA BLVD STE 106-535
    SCOTTSDALE,AZ85260
    NONE PC: 509(A)(1) BROKERS FOR KIDS 500
    SOUTH BAY COMMUNITY CENTER
    24050 MADISON ST SUITE 211
    TORRANCE,CA90505
    NONE PC: 509(A)(1) SERVE THE NEED OF THE COMMUNITY 1,000
    HOMEWARD BOUND
    2302 W COLTER STREET
    PHOENIX,AZ85015
    NONE PC: 509(A)(1) PROVIDER OF TRANSITIONAL HOUSING FOR FAMILIES WHO ARE HOMELESS, WORKING POOR AND/OR HAVE EXPERIENCED DOMESTIC VIOLENCE. 500
    MAGGIE'S PLACE INC
    PO BOX 1102
    PHOENIX,AZ85001
    NONE PC: 509(A)(1) PROVIDE LIFE-CHANGING PROGRAMS AND ONGOING SERVICES TO HELP PREGNANT AND PARENTING WOMEN AND THEIR CHILDREN INTO A SAFE AND LOVING COMMUNITY. 1,000
    ARIZONA FOUNDATION FOR SUICIDE PREVENTION
    199 WATER STREET 11TH FLOOR
    NEW YORK,NY10038
    NONE PC: 509(A)(1) HELP PREVENT SUICIDE 1,000
    NEW PATHWAYS FOR YOUTH
    1001 E PIERCE STREET
    PHOENIX,AZ85006
    NONE PC: 509(A)(1) AWAKENING THE FULL HUMAN POTENTIAL TO BRING ABOUT INDIVIDUAL AND COMMUNITY TRANSFORMATION. 1,000
    DOVE CENTER
    1240 E 100 S SUITE 221
    ST GEORGE,UT84790
    NONE PC: 509(A)(1) EMPOWER THOSE IMPACTED BY DOMESTIC ABUSE AND SEXUAL VIOLENCE. 1,000
    HOPE IN A SUITCASE
    311 N ROBERTSON BLVD PO BOX 715
    BEVERLY HILLS,CA90211
    NONE PC: 509(A)(1) PROVIDE CHILDREN AND TEENS IN FOSTER CARE WITH A SUITCASE, ALONG WITH BASIC ESSENTIALS AND COMFORT ITEMS. 1,000
    STEPPING STONES OF HOPE
    4000 NORTH 7TH STREET SUITE 108
    PHOENIX,AZ85014
    NONE PC: 509(A)(1) OFFER HELP FOR GRIEVING KIDS, TEENS, FAMILIES, AND ADULTS. 1,000
    NOT MY KID
    5230 EAST SHEA BOULEVARD
    SCOTTSDALE,AZ85254
    NONE PC: 509(A)(1) PROVIDE PREVENTION EDUCATION FOR YOUTH, PARENTS AND EDUCATORS (EDUCAION AND SUPPORT PROGRAMS). 1,000
    A PRECIOUS CHILD
    7051 W 118TH AVE
    BROOMFIELD,CO80020
    NONE PC: 509(A)(1) ASSISTS CHILDREN AND FAMILIES FACING DIFFICULT LIFE CHALLENGES SUCH AS ABUSE AND NEGLECT, CRISIS SITUATIONS AND POVERTY. 1,000
    ARIZONA COMMUNITY FOUNDATION-VALLEY PARTNERSHIP CHARITABLE FUND
    2201 E CAMELBACK ROAD SUITE 405B
    PHOENIX,AZ85016
    NONE PC: 509(A)(1) LEAD, SERVE, AND COLLABORATE TO MOBILIZE ENDURING PHILANTHROPY FOR A BETTER ARIZONA. 519
    ARIZONA HELPING HANDS
    3110 E THUNDERBIRD RD 100
    PHOENIX,AZ85032
    NONE PC: 509(A)(1) BACKPACKS FOR FOSTER KIDS 1,000
    STILLPOINT FAMILY RESOURCES
    PO BOX 5103
    WEST HILLS,CA91308
    NONE PC: 509(A)(1) SUPPORTING THE UNDER SERVED WITH COUNSELING AND OTHER RESOURCES. 1,000
    RYAN HOUSE
    110 W MUHAMMAD ALI WAY 1ST FLOOR
    PHOENIX,AZ85013
    NONE PC: 509(A)(1) LAST CHANCE HOME FOR CHILDREN THAT ARE DYING 1,000
    NEW SONG CENTER FOR GRIEVING CHILDREN
    1510 E FLOWER ST BUILDING 2
    PHOENIX,AZ85014
    NONE PC: 509(A)(1) BLANKETS MADE FOR GRIEVING CHILDREN 635
    THE CHRISTMAS BOX INTERNATIONAL
    3660 S WEST TEMPLE
    SALT LAKE CITY,UT84115
    NONE PC: 509(A)(1) HOLIDAY GIFTS FOR FAMILIES IN NEED. 1,000
    ARVADA COMMUNITY FOOD BANK DBA COMMUNITY TABLE
    8555 W 57TH AVE
    ARVADA,CO80002
    NONE PC: 509(A)(1) SUPPORT "FEEDING THE FUTURE" - A COMMUNITY BACKPACK PROGRAM THAT SUPPORTS WHEAT RIDGE AND ARVADA, CO SCHOOL KIDS WITH FOOD PANTRY ITEMS AS WELL AS WEEKEND BACKPACKS FULL OF FOOD FOR THE WEEKEND 1,500
    LOS ANGELES REGIONAL FOOD BANK
    1734 EAST 41ST STREET
    LOS ANGELES,CA90058
    NONE PC: 509(A)(1) DISTRIBUTING HEALTHY FOOD FOR HUNGRY NEIGHBORS IN LOS ANGELES COUNTY 1,500
    FOOD FORWARD
    7412 FULTON AVE 3
    NORTH HOLLYWOOD,CA91605
    NONE PC: 509(A)(1) REDUCE FOOD WASTE AND INCREASE ACCESS TO HEALTHY FRUITS AND VEGETABLES THROUGH FOOD RECOVERY. 1,000
    UTAH FOOD BANK
    3150 SOUTH 900 WEST
    SALT LAKE CITY,UT84119
    NONE PC: 509(A)(1) ACCESS FOOD AND DELIVER IT TO PEOPLE WHO ARE FACING HUNGER THROUGHOUT THE STATE. 1,500
    ST MARY'S FOOD BANK
    DEL E WEBB DISTRIBUTION CENTER 2831
    N 31ST AVENUE
    PHOENIX,AZ85009
    NONE PC: 509(A)(1) PROVIDE FOOD TO NONPROFIT PARTNER AGENCIES THROUGHOUT TWO-THIRDS OF ARIZONA. 1,500
    ADOPT A FAMILY
    245 E MOUNTAIN VIEW
    PHOENIX,AZ85020
    NONE PC: 509(A)(1) HOLIDAY GIFTS FOR FAMILIES IN NEED. 1,949
    VALLE DEL SOL INC
    3807 N 7TH STREET
    PHOENIX,AZ85004
    NONE PC: 509(A)(1) COMMUNITY HEALTH CARE PROGRAM 500
    PHOENIX ADVOCACY CENTER
    2120 N CENTRAL AVENUE 2ND FLOOR
    PHOENIX,AZ85004
    NONE PC: 509(A)(1) PROVIDE COMPREHENSIVE SERVICES TO VICTIMS OF DOMESTIC AND SEXUAL VIOLENCE, HOMICIDE, AND OTHER VIOLENT CRIMES. 150
    CAMP KESEM
    10586 WEST PICO BOULEVARD 196
    LOS ANGELES,CA90064
    NONE PC: 509(A)(1) OPERATES FREE SUMMER CAMPS FOR CHILDREN WHO HAVE BEEN IMPACTED BY A PARENT'S CANCER 100
    SUNSHINE ANGELS
    3822 W HELENA DRIVE
    GLENDALE,AZ85308
    NONE PC: 509(A)(1) GIFTS FOR FOSTER CHILD. 216
    Total .................................bullet 3a 70,069
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 8,269  
    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.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 16,224  
    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 24,493 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    24,493
    (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.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    EVERGREEN DEVELOPMENT FOUNDATION
     
    Employer identification number

    20-1812585
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    EVERGREEN DEVELOPMENT FOUNDATION
     
    Employer identification number
    20-1812585
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    EVERGREEN DEVELOPMENT COMPANY-2019
     
    200 N MARYLAND AVENUE 201
     
    GLENDALE, CA91206

    $ 15,775


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    EVERGREEN DEVELOPMENT FOUNDATION
     
    Employer identification number

    20-1812585
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    EVERGREEN DEVELOPMENT FOUNDATION
     
    Employer identification number

    20-1812585
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    EVERGREEN DEVELOPMENT FOUNDATION
    EIN:
    20-1812585
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 800 0   800

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    EVERGREEN DEVELOPMENT FOUNDATION
    EIN:
    20-1812585
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESTMENTS 455,948 455,948

    TY 2020 OtherExpensesSchedule
    Name:
    EVERGREEN DEVELOPMENT FOUNDATION
    EIN:
    20-1812585
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSES 523 0   523


    TY 2020 OtherIncreasesSchedule
    Name:
    EVERGREEN DEVELOPMENT FOUNDATION
    EIN:
    20-1812585
    Description Amount
    INCREASE IN VALUE OF INVESTMENTS 42,649


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    EVERGREEN DEVELOPMENT FOUNDATION
    EIN:
    20-1812585
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER FEES 2,553 2,553   0


    TY 2020 TaxesSchedule
    Name:
    EVERGREEN DEVELOPMENT FOUNDATION
    EIN:
    20-1812585
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES 155 0   0