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 PHILANTHROPIC FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2179 BELTANE RD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TOMS RIVER, NJ087550810
A Employer identification number

22-6628017
B Telephone number (see instructions)

(732) 804-1590
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$325,449J 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 3 3  
4 Dividends and interest from securities... 6,902 6,902  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 15,858
b Gross sales price for all assets on line 6a 188,729
7 Capital gain net income (from Part IV, line 2)... 15,858
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........ 22,763 22,763  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,000 7,500   7,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,950     4,950
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 55 55    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,069 4,069    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 24,074 11,624   12,450
25 Contributions, gifts, grants paid....... 22,000 22,000
26 Total expenses and disbursements. Add lines 24 and 25 46,074 11,624   34,450
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -23,311
b Net investment income (if negative, enter -0-) 11,139
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............. 34,724 35,838 35,838
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) 47,829 Click to see attachment35,564 39,282
b Investments—corporate stock (attach schedule)....... 162,006 Click to see attachment152,016 200,337
c Investments—corporate bonds (attach schedule)....... 54,375 Click to see attachment52,205 49,992
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) 298,934 275,623 325,449
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
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...........    
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 298,934 275,623
29 Total net assets or fund balances (see instructions)..... 298,934 275,623
30 Total liabilities and net assets/fund balances (see instructions). 298,934 275,623
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
298,934
2
Enter amount from Part I, line 27a .....................
2
-23,311
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
275,623
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
275,623
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 PUBLICLY TRADED SECURITIES P    
b PUBLICLY TRADED SECURITIES P    
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 179,224   163,401 15,823
b 9,470   9,470  
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       15,823
b        
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 15,858
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 15,823
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................................ 1 155
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  
3 Add lines 1 and 2........................... 3 155
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 155
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 217
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 217
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 62
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet62 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletDE, NJ
    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 ofbulletJOHN IGNOZZA Telephone no.bullet (732) 804-1590

    Located atbullet2179 BELTANE RDTOMS RIVERNJ ZIP+4bullet087550810
    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
     
     
    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
    JOHN L IGNOZZA TRUSTEE
    1.00     		5,000 0 0
    2179 BELTANE RD
    TOMS RIVER,NJ087550810
    SUSAN SEYMOUR TRUSTEE
    1.00     		5,000 0 0
    12067 5TH AVE
    BURIEN,WA98168
    MICHELLE IGNOZZA TRUSTEE
    1.00     		5,000 0 0
    207 PASSAIC AVE
    POINT PLEASANT,NJ08742
    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  
    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.............bullet  
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    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
    275,284
    b
    Average of monthly cash balances.......................
    1b
    19,210
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    294,494
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    294,494
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    4,417
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    290,077
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    14,504
    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
    14,504
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    155
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    155
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    14,349
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    14,349
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    14,349
    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
    34,450
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    34,450
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    34,450
    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 14,349
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 41,867
    b From 2016...... 31,756
    c From 2017...... 38,458
    d From 2018...... 15,664
    e From 2019...... 7,650
    fTotal of lines 3a through e........ 135,395
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 34,450
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 14,349
    e Remaining amount distributed out of corpus 20,101
    5 Excess distributions carryover applied to 2020.    
    (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 5 155,496
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		41,867
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		113,629
    10 Analysis of line 9:
    a Excess from 2016.... 31,756
    b Excess from 2017.... 38,458
    c Excess from 2018.... 15,664
    d Excess from 2019.... 7,650
    e Excess from 2020.... 20,101
    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
    STRENGTHEN OUR SISTERS
    PO BOX 1089
    HEWITT,NJ07421     		  501 (C) 3 ASSISTANCE TO BATTERED WOMEN/CHILDRE 5,000
    JERSEY SHORE ANIMAL CENTER
    185 BRICK BLVD
    BRICK,NJ08723     		  501(C)(3) ASSIST ANIMALS 1,000
    INDEPENDENCE FUNDORG
    9013 PERIMETER WOODS DR
    CHARLOTTE,NC28216     		  501(C)(3) DISABLED VETS 16,000
    Total .................................bullet 3a 22,000
    bApproved for future payment
    Total .................................bullet 3b  
    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 ...........     		    14 3  
    4 Dividends and interest from securities....     14 6,902  
    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 15,858  
    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)..   22,763  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    22,763
    (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

    TY 2020 AccountingFeesSchedule
    Name:
    EVERGREEN PHILANTHROPIC FOUNDATION
    EIN:
    22-6628017
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 4,950     4,950

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    EVERGREEN PHILANTHROPIC FOUNDATION
    EIN:
    22-6628017
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME SHARES- SERIES C F CL 28,375 25,090
    FIXED INCOME SHARES- SERIES M F CL 23,830 24,902

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    EVERGREEN PHILANTHROPIC FOUNDATION
    EIN:
    22-6628017
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 1,093 1,314
    ABBVIE INC 2,055 2,357
    ABM INDUSTRIES INC 229 378
    ACCENTURE PLC SHS    
    ADVNCD MICRO D INC 558 1,376
    ADYEN N V SHS 617 1,067
    AGILENT TECHNOLOGIES INC 418 711
    AIA GROUP LTD 640 983
    AIRBUS SE 792 683
    ALCON    
    ALEXANDRIA REAL EST EQTS 650 713
    ALIBABA GROUP HOLDING 580 698
    ALLSTATE CORP DEL 1,996 2,309
    ALPHABET INC SHS CL A 1,204 1,753
    ALPHABET INC SHS CL C 1,200 1,752
    AMADEUS IT GROUP SA 795 751
    AMAZON 2,892 6,514
    AMERICAN FINL GRP HLDGS 272 613
    AMERICAN INTERNATL GROUP INC    
    AMERICAN STATES WATER CO 244 239
    AMERICAN TOWER REIT INC 2,674 2,694
    AMERICOLD RLTY TR 261 299
    AMERIPRISE FINL    
    AMETEK INCNEW 858 1,088
    AMN ELEC POWER CO    
    ANSYS INC 725 728
    ANTHEM INC 789 963
    APPLE COMPUTER INC 2,376 6,104
    ARCHROCK INC    
    ARRAY TECHNOLOGIES INC 552 604
    ASHTEAD GROUP PLC SHS 779 948
    ASML HLDG NV NY REG SHS 626 975
    ASPEN TECHNOLOGIES INC 249 261
    ASTRAZENECA PLC    
    AT&T INC    
    ATLAS COPCO 475 766
    ATLASSIAN CORP PLC 799 935
    ATMOS ENERGY CORP 1,917 1,718
    AUTOMATIC DATA PROC    
    AVERY DENNISON CORP 478 620
    BANK HAWAII CORP 186 230
    BEST BUY CO INC 425 499
    BLACKSTONE GROUP INC 238 389
    BLACKSTONE MORTGAGE TRUS INC 752 798
    BOSTON SCIENTIFIC CORP    
    BRADY CORP WI 203 211
    BRISTOL-MYERS SQUIBB CO    
    BROADCOM LTD 1,473 2,189
    BROOKFIELD ASSET MGMT INC    
    BRUKER CORP 325 487
    CABOT CORP    
    CABOT MICROELECTRS CORP    
    CALAVO GROWERS INC 302 278
    CALIFORNIA WTR SVC 259 270
    CANADIAN NATL RAILWAY    
    CANADIAN NATL RAILWAY CO 603 769
    CAPGEMINI SE SHS    
    CBIZ INC 281 293
    CELANESE CORP DEL SER A 796 910
    CHARLES RIVER LABS INTL    
    CHECKPOINT SOFTWRE    
    CHEMED CORP 931 1,065
    CHEVRON CORP    
    CHIPOTLE MEXICAN GRILL    
    CHR HANSEN HLDG-SPON 597 537
    CHURCH & DWIGHT CO INC 221 262
    CINN FINCL CRP OHIO 749 874
    CISCO SYSTEMS INC COM 1,175 1,208
    CITIGROUP INCCOM NEW 845 740
    CITIZENS FINL GROUP    
    CMC MATERIALS INC 341 454
    CME GROUP INC 497 546
    CMNTY BANK SYS INC 884 935
    COCA-COLA CNSLDTD INC    
    COESITE REALTY CORP    
    COGENT COMMUNICATIONS 1,283 1,018
    COGNEX CORP 685 1,124
    COLOPOLAST A/S SHS 438 444
    COLUMBIA SPORTSWEAR CO    
    COMCAST CORP NEW CL A    
    COMERICA INC    
    COMMERCIAL METALS CO    
    COMPASS GROUP PLC 634 581
    CONMED CORP 112 224
    CONOCOPHILLIPS    
    CORESITE REALTY CORP 2,195 2,255
    CRANE CO DELAWARE    
    CROWDSTRIKE HLDGS INC 661 635
    CROWN CASTLE REIT INC    
    CROWN CASTLE REIT INC 1,561 1,433
    CSL LTD 351 551
    CURTIS WRIGHT    
    CURTISS WRIGHT 254 233
    CVR ENERGY INC    
    CYRUSONE INC 388 512
    DAIKIN INDUSTRIES LTD 481 804
    DANA INC    
    DANAHER CORP DEL    
    DARDEN RESTAURANTS INC    
    DEXCOM INC 617 739
    DIAGEO PLC SPSD    
    DISNEY CO    
    DOLLAR GENERAL CORP 575 631
    DOUGLAS DYNAMICS INC 206 257
    DOVER CORP 479 631
    DOW INC REG    
    DSV PANALPINA 478 840
    DTE ENERGY COMPANY 1,020 971
    EATON CORP PLC    
    ELECTRONIC ARTS NC    
    ELI LILLY & CO 818 1,182
    EMCOR GROUP INC 522 549
    ENEL SOCIETA PER AZIONI    
    ENERPLUS CORP SHS    
    ENNIS INC    
    ENSIGN GROUP INC 267 510
    ENTERPRISE FINL SVCS CRP 1,063 944
    EOG RESOURCES INC    
    ESCO TECHNOLOGIES INC 173 206
    EXELON    
    EXLSERVICE HLDGS INC 311 511
    EXPEDITORS INTL WASH INC    
    EXPERIAN PLC 444 645
    EXPONENT INC 213 270
    FACEBOOK INC 2,002 3,005
    FID NATIONAL FINL INC 498 782
    FIRST AMERICAN FINL CORP 682 878
    FIRST INDL REALTY TR INC 367 421
    FIRST MERCHANTS CORP    
    FLIR SYSTEMS INC    
    FOX FACTORY HLDG CORP 279 423
    FTI CONSULTING INC 339 335
    GARDNER DENVER HOLDINGS    
    GENERAL DYNAMICS CORP    
    GENERAL ELECTRIC    
    GENERAL MOTORS CO    
    GLACIER BANCORP INC 411 552
    HDFC BANK LTD 452 650
    HELEN OF TROY LTD 200 222
    HEXAGON AB 527 906
    HEXCEL CORP NEW    
    HILL ROM HLDGS 426 392
    HOME DEPOT INC 2,297 2,656
    HONEYWELL INTL INC 1,102 1,489
    HORIZON THERAPEUTICS 520 731
    HOULIHAN LOKEY INC 153 403
    HOYA CORP 411 972
    HUBSPOT INC 303 793
    HUDSON PAC PPTYS INC 312 216
    HUMANA INC 768 821
    ICF INTL INC    
    IDA CORP INC 424 384
    INFINEON TECHS AG 596 1,234
    INGERSOLL-RAND PLC 760 1,048
    INGREDION INC    
    INTEL CORP 1,748 2,092
    INTERCONTINENTAL 457 577
    INTUITIVE SURGICAL INC 593 818
    JOHNSON & JOHNSON 1,211 1,416
    JPMORGAN CHASE & CO 2,345 3,685
    KAISER ALUM CORP 204 297
    KANSAS CITY SOUTHERN    
    KB HOME 482 469
    KBR INC    
    KINSALE CAPITAL GROUP 418 400
    KONINKL PHIL NV    
    KORN/FERRY INTL PV    
    L3HARRIS TECHNOLOGIES 1,077 1,134
    LAMB WESTON HOLDINGS INC    
    LEIDOS HOLDINGS INC 641 736
    LIFE STORAGE INC 193 239
    LITHIA MOTORS INC CL A 144 293
    LOCKHEED MARTIN 1,829 1,775
    LONDON STK EXCHANGE GRP 592 782
    LONZA GROUP AG 491 769
    LOREAL CO 553 761
    LOWES COMPANIES INC 825 1,124
    LULULEMON ATHLETICA INC 646 1,044
    LVMH MOET HENNESSY 534 873
    M & T BANK CORPORATION    
    MANTECH INTL CORP 947 1,156
    MARATHON PETROLEUM SERVICES    
    MARSH & MCLENNAN COS INC 577 702
    MARVELL TECHNOLOGY GROUP 659 761
    MASIMO CORP 557 805
    MASTERCARD INC 240 357
    MAXIMUIS INC    
    MCDONALDS CORP 1,210 1,287
    MCGRATH RENTCORP 285 268
    MEDALLIA INC 547 532
    MEDICAL PPTYS TR INC 948 1,046
    MEDPACE HLDGS INC 252 278
    MEDTRONIC PLC    
    MERCADOLIBRE INC 595 1,675
    MERCK & CO INC 1,315 1,309
    MERCURY SYSTEMS INC 616 704
    METLIFE    
    MICROCHIP TECHNOLOGY INC 559 829
    MICROSOFT CORP 3,486 6,450
    MONDELEZ INTERNATIONAL    
    MONMOUTH RE INVS CORP    
    MORGAN STANLEY 270 411
    MOTOROLA SOLUTIONS INC 568 680
    NATIONAL HEALTH INVS INC 499 484
    NESTE OYJ 679 694
    NESTLE    
    NETEASE COM INC 520 766
    NEXTERA ENERGY INC 2,194 3,086
    NORFOLK SOUTHERN CORP 1,454 1,901
    NORTHROP GRUMMAN CORP 942 914
    NOVARTIS    
    NOVO NORDISK A S ADR 474 629
    NVIDIA 957 2,089
    NXP SEMICONDUCTORS NV    
    OLLIES BARGAIN OUTLET 285 245
    ONE GAS INC 756 691
    ONEOK INC 781 461
    ORACLE CORP .01    
    OREILLY AUTOMOTIVE INC    
    ORSTED SHS 570 820
    PAYPAL HOLDINGS INC 481 1,874
    PEPSICO 827 1,038
    PFIZER INC    
    PHILIP MORRIS INTL INC    
    PINNACLE WEST CAP CORP    
    PINTEREST INC 370 1,186
    PJSC LUKOIL SPONSORED 1,340 1,299
    PNC FINCL SERVICES GRP    
    PNM RESOURCES INC    
    PRIMERICA INC 484 536
    PROCTOR & GAMBLE CO 1,069 1,252
    PROGRESSIVE CRP OHIO    
    PROLOGIS INC 710 897
    PROOFPOINT INC    
    PUB SVC ENTERPRISE    
    QUALCOMM INC 1,203 1,523
    QUEST DIAGNOSTICS INC    
    RADIAN GROUP INC    
    RAYTHEON TECHNOLOGIES 294 286
    REINSURANCE GROUP AMERICA    
    RELIDANCE STL & ALUM CO 187 239
    RELX PLC    
    RENTOKIL INTL SPNSRD 612 605
    REPLIGEN CORP 483 575
    REXFORD INDL RLTY INC 424 491
    RH 153 448
    ROCHE HLDG LTD    
    ROCKWELL AUTOMATION INC 643 1,003
    ROPER TECHNOLOGIES INC    
    ROYAL CARIBBEAN CRUISES    
    ROYAL DUTCH SHELL    
    ROYAL GOLD INC 416 425
    RUTH'S HOSPITALITY GROUP    
    SAFRAN SA UNSPON 745 674
    SALESFORCE COM INC 948 1,558
    SAP SE SHS    
    SAREPTA THERAPEUTICS INC 377 682
    SCIENCE APPLICATIONS 374 473
    SEA LTD 438 597
    SEAGEN INC 721 701
    SELECTIVE INS GRP INC 403 402
    SERVICENOW INC 185 1,101
    SFL CORP LTD 464 195
    SHISEIDO LTD    
    SHOPIFY INC CL A    
    SIKA AG-BR-ADR 701 735
    SIMMONS 1ST NTL A    
    SIMPLY GOOD FOODS CO    
    SIMPSON MFG DEL PV 179 187
    SITEONE LANDSCAPE SUPPLY 249 317
    SMC CORP JAPAN 513 735
    SNAP INC CL A 423 801
    SNOWFLAKE INC REG SHS 535 563
    SONOCO PRODUCTS CO 290 296
    SOUTHWEST GAS HOLDINGS    
    SPDR US FINANCIAL SECTOR 1,092 1,120
    SPIRE INC 781 704
    SPLUNK INC 540 680
    SQUARE INC 488 1,306
    STANLEY BLACK & DECKER    
    STEPAN CO 179 239
    STRATEGIC EDUCATION INC 536 381
    STRYKER CORP    
    SUN COMMNTYS INC 901 1,064
    SUNOCO PRODUCTS CO    
    SUNSTONE HOTEL INVS INC    
    SYSCO CORPORATION 995 1,040
    TAIWAN S MANUFCTRING 383 981
    TAL ED GROUP ADR 448 572
    TC ENERGY CORP    
    TELEFLEX INC 671 823
    TELEPERFORMANCE UNSPOND 449 686
    TEMENOS AG 470 425
    TENCENT HOLDINGS LTD 425 719
    TERRENO REALTY CORP 114 117
    TESLA INC 1,194 2,117
    TETRA TECH INC NEW 219 347
    TEXAS INSTRUMENTS 393 492
    TFI INTERNATIONAL INC 183 206
    THERMO FISHER SCIENTIFIC 411 466
    TJX COS INC NEW    
    TORO CO    
    TORONTO DOMINION BANK    
    TRACTOR SUPPLY CO    
    TRANE TECHNOLOGIES PLC 858 1,306
    TRANSUNION 206 298
    TWILIO INC CL A 246 1,016
    TWITTER INC    
    UBER TECHNOLOGIES INC 1,098 1,071
    UFP INDUSTRIES INC 253 389
    UNILEVER NV NY REG    
    UNION PACIFIC    
    UNITED COMMUNITY BANKS 803 825
    UNITED HEALTH GROUP INC 610 701
    UNITED TECHS CORP    
    UNIVERSAL FOREST PRODS    
    US BANCORP    
    VALERO ENERGY CORP 818 792
    VEOLIA ENVIRONMENT ADR    
    VERIZON COMMUNICATNS COM 594 646
    VERTEX PHARMCTLS INC    
    VF CORPORATION 469 598
    VISA INC    
    VULCAN MATERIALS CO    
    WAL-MART DE MEX SPNADR    
    WAL-MART STORES    
    WALKER & DUNLOP INC 446 736
    WALMART INC 469 577
    WASHINGTON FEDL INC    
    WASTE MANAGEMENT INC NEW 586 590
    WATTS WATER TECH INC 151 243
    WD 40 COMPANY DELAWARE 377 531
    WEC ENERGY GROUP INC 949 920
    WENDYS CO 278 263
    WESTERN ALLIANCE BANCORP    
    WINGSTOP INC 261 265
    WOODWARD INC    
    WORLD FUEL SERVICES 112 125
    WW GRAINGER    
    WYNN RESORTS LTD 1,136 1,015
    YETI HLDGS INC 317 411
    ZEBRA TECHNOLOGIES CRP A 594 1,153
    ZOETIS INC 608 827
    ZOOM VIDEO 1,005 675

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    EVERGREEN PHILANTHROPIC FOUNDATION
    EIN:
    22-6628017
    US Government Securities - End of Year Book Value:

    35,564
    US Government Securities - End of Year Fair Market Value:

    39,282
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2020 OtherExpensesSchedule
    Name:
    EVERGREEN PHILANTHROPIC FOUNDATION
    EIN:
    22-6628017
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    MERRILL LYNCH- FEES 4,069 4,069    


    TY 2020 TaxesSchedule
    Name:
    EVERGREEN PHILANTHROPIC FOUNDATION
    EIN:
    22-6628017
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX WITHHELD ON DIVIDEND 55 55