Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
EVERGREEN DEVELOPMENT FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2390 E CAMELBACK RD 410
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHOENIX, AZ85016
A Employer identification number

20-1812585
B Telephone number (see instructions)

(602) 808-8600
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$930,218J 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) 10,250
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 23,290 23,290  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 28,098
b Gross sales price for all assets on line 6a 280,109
7 Capital gain net income (from Part IV, line 2)... 28,098
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........ 61,638 51,388  
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)....... Click to see attachment
List of Attached Documents:
// Content
600 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
5,779 5,779   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,920 300   1,620
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
List of Attached Documents:
// Content
242 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,541 6,079   1,620
25 Contributions, gifts, grants paid....... 106,499 106,499
26 Total expenses and disbursements. Add lines 24 and 25 115,040 6,079   108,119
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -53,402
b Net investment income (if negative, enter -0-) 45,309
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 92,589 14,271 14,271
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 852,253 Click to see attachment
List of Attached Documents:
// Content
915,947 		915,947
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 944,842 930,218 930,218
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 944,842 930,218
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 944,842 930,218
30 Total liabilities and net assets/fund balances (see instructions). 944,842 930,218
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
944,842
2
Enter amount from Part I, line 27a .....................
2
-53,402
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
38,778
4
Add lines 1, 2, and 3 ..........................
4
930,218
5
Decreases not included in line 2 (itemize) right arrow
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
930,218
Form 990-PF (2024)
Form 990-PF (2024)
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 ABBVIE INC COM P 2023-06-05 2024-01-26
b ABBVIE INC COM P 2023-06-05 2024-03-20
c ABBVIE INC COM P 2023-06-05 2024-03-21
d ABBVIE INC COM P 2023-06-05 2024-04-15
e ABBVIE INC COM P 2023-06-05 2024-06-13
ABBVIE INC COM P 2023-06-05 2024-10-24
ACCENTURE PLC IRELAND CL A P 2023-06-05 2024-07-19
ACCENTURE PLC IRELAND CL A P 2023-06-05 2024-07-22
ACCENTURE PLC IRELAND CL A P 2023-06-05 2024-09-17
ACCENTURE PLC IRELAND CL A P 2023-06-05 2024-09-18
AMER ELECTRIC POWER CO P 2023-06-05 2024-02-16
AMER ELECTRIC POWER CO P 2023-06-05 2024-03-20
AMER ELECTRIC POWER CO P 2023-06-30 2024-04-15
AMER ELECTRIC POWER CO P 2023-06-30 2024-04-16
AMER ELECTRIC POWER CO P 2023-06-30 2024-04-17
AMER ELECTRIC POWER CO P 2023-06-30 2024-04-18
AMER EXPRESS CO P 2023-06-05 2024-04-15
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2023-06-05 2024-01-22
ANALOG DEVICES INC P 2023-06-05 2024-06-05
ANALOG DEVICES INC P 2023-06-05 2024-09-17
ANALOG DEVICES INC P 2023-06-05 2024-09-18
ASTRAZENECA PLC SPON ADR P 2023-06-05 2024-04-15
BAIRD MIDCAP FUND INSTITUTIONAL CLASS P 2023-06-05 2024-01-22
BECTON DICKINSON & CO P 2023-06-05 2024-04-02
BECTON DICKINSON & CO P 2023-06-05 2024-07-17
BECTON DICKINSON & CO P 2023-06-05 2024-07-18
BECTON DICKINSON & CO P 2023-06-05 2024-07-19
BECTON DICKINSON & CO P 2023-06-05 2024-08-14
BECTON DICKINSON & CO P 2023-06-05 2024-08-15
BECTON DICKINSON & CO P 2023-06-30 2024-08-15
BLACKROCK INC P 2023-06-05 2024-01-05
BLACKROCK INC P 2023-06-05 2024-10-25
BROADCOM INC P 2023-06-05 2024-01-26
BROADCOM INC P 2023-06-05 2024-06-18
BROADCOM INC P 2023-06-05 2024-06-18
BROADCOM INC P 2023-06-05 2024-09-11
BROADCOM INC P 2023-06-05 2024-10-11
BROADCOM INC P 2023-06-05 2024-10-14
BROADCOM INC P 2023-06-05 2024-10-15
CARILLON CHARTWELL SMALL CAP VALUE FUND CLASS I P 2023-06-05 2024-01-22
CARILLON CHARTWELL SMALL CAP VALUE FUND CLASS I P 2023-06-05 2024-03-27
CARILLON CHARTWELL SMALL CAP VALUE FUND CLASS I P 2023-06-06 2024-03-27
CARILLON CHARTWELL SMALL CAP VALUE FUND CLASS I P 2023-06-30 2024-03-27
CARILLON CHARTWELL SMALL CAP VALUE FUND CLASS I P 2023-12-19 2024-03-27
CARILLON CHARTWELL SMALL CAP VALUE FUND CLASS I P 2023-12-19 2024-03-27
CHUBB LTD CHF P 2023-06-05 2024-03-20
CHUBB LTD CHF P 2023-06-05 2024-03-21
CISCO SYSTEMS INC P 2023-06-05 2024-02-07
CISCO SYSTEMS INC P 2023-06-05 2024-04-15
CISCO SYSTEMS INC P 2023-06-30 2024-04-15
CISCO SYSTEMS INC P 2023-06-30 2024-04-16
CISCO SYSTEMS INC P 2023-10-17 2024-04-16
CME GROUP INC P 2023-06-05 2024-07-17
CME GROUP INC P 2023-06-05 2024-07-18
CME GROUP INC P 2023-06-05 2024-07-19
CONOCOPHILLIPS P 2023-06-05 2024-09-11
CROWN CASTLE INC REIT P 2023-06-05 2024-06-17
CROWN CASTLE INC REIT P 2023-06-05 2024-06-18
CROWN CASTLE INC REIT P 2023-06-05 2024-06-20
CROWN CASTLE INC REIT P 2023-06-05 2024-06-21
CROWN CASTLE INC REIT P 2023-06-05 2024-06-24
CROWN CASTLE INC REIT P 2023-06-05 2024-06-25
CROWN CASTLE INC REIT P 2023-06-05 2024-10-23
CROWN CASTLE INC REIT P 2023-06-30 2024-10-23
CROWN CASTLE INC REIT P 2023-06-30 2024-10-24
CVS HEALTH CORP P 2023-06-05 2024-05-29
CVS HEALTH CORP P 2023-06-30 2024-05-29
CVS HEALTH CORP P 2023-10-17 2024-05-29
CVS HEALTH CORP P 2023-12-07 2024-05-29
DIAGEO PLC NEW GB SPON ADR P 2023-06-05 2024-01-05
DIAGEO PLC NEW GB SPON ADR P 2023-06-05 2024-01-08
DIAGEO PLC NEW GB SPON ADR P 2023-06-30 2024-01-10
DIAGEO PLC NEW GB SPON ADR P 2023-06-30 2024-01-11
DIAMOND HILL LARGE CAP FUND CLASS I P 2023-06-05 2024-01-22
EMERSON ELECTRIC CO P 2023-06-05 2024-10-23
EOG RESOURCES INC P 2023-06-05 2024-02-16
EOG RESOURCES INC P 2023-06-05 2024-02-20
EOG RESOURCES INC P 2023-06-05 2024-04-15
EOG RESOURCES INC P 2023-06-05 2024-05-06
EOG RESOURCES INC P 2023-06-05 2024-05-07
EOG RESOURCES INC P 2023-06-30 2024-05-07
EOG RESOURCES INC P 2023-06-30 2024-05-08
EXXON MOBIL CORP P 2023-06-05 2024-02-16
EXXON MOBIL CORP P 2023-06-05 2024-04-15
EXXON MOBIL CORP P 2023-06-05 2024-07-19
EXXON MOBIL CORP P 2023-06-05 2024-10-24
FEDEX CORP P 2023-06-05 2024-03-21
FEDEX CORP P 2023-06-05 2024-06-27
FEDEX CORP P 2023-06-30 2024-06-27
FEDEX CORP P 2023-10-05 2024-06-27
FEDEX CORP P 2023-10-05 2024-12-17
FEDEX CORP P 2023-10-06 2024-12-17
FLEXSHARES IBOXX 5YR TARGET DURATION TIPS INDEX FD ETF P 2023-09-18 2024-01-22
FLEXSHARES IBOXX 5YR TARGET DURATION TIPS INDEX FD ETF P 2023-09-18 2024-05-01
FLEXSHARES IBOXX 5YR TARGET DURATION TIPS INDEX FD ETF P 2023-11-07 2024-05-01
GOLDMAN SACHS GROUP INC P 2023-06-05 2024-10-24
GOLDMAN SACHS GROUP INC P 2023-06-05 2024-11-08
GQG PARTNERS EMERGING MARKETS EQUITY FUND CLASS INST P 2023-06-05 2024-01-22
GQG PARTNERS EMERGING MARKETS EQUITY FUND CLASS INST P 2023-06-05 2024-02-15
GQG PARTNERS EMERGING MARKETS EQUITY FUND CLASS INST P 2023-06-06 2024-02-15
GQG PARTNERS EMERGING MARKETS EQUITY FUND CLASS INST P 2023-06-30 2024-02-15
HARDING LOEVNER INTERNATIONAL EQUITY FUND P 2017-11-21 2024-01-22
HARDING LOEVNER INTERNATIONAL EQUITY FUND P 2017-11-21 2024-08-07
HARDING LOEVNER INTERNATIONAL EQUITY FUND P 2017-12-15 2024-08-07
HARDING LOEVNER INTERNATIONAL EQUITY FUND P 2017-12-15 2024-08-07
HARDING LOEVNER INTERNATIONAL EQUITY FUND P 2017-12-15 2024-08-07
HARDING LOEVNER INTERNATIONAL EQUITY FUND P 2018-12-18 2024-08-07
HONEYWELL INTL INC P 2023-06-05 2024-04-15
HONEYWELL INTL INC P 2023-06-05 2024-04-16
HONEYWELL INTL INC P 2023-06-05 2024-05-06
HONEYWELL INTL INC P 2023-06-05 2024-05-07
HONEYWELL INTL INC P 2023-06-05 2024-05-08
HONEYWELL INTL INC P 2023-06-05 2024-08-12
HONEYWELL INTL INC P 2023-06-30 2024-08-12
HONEYWELL INTL INC P 2023-06-30 2024-08-13
HONEYWELL INTL INC P 2023-06-30 2024-08-14
HONEYWELL INTL INC P 2023-10-31 2024-08-14
ISHARES BROAD USD INVT GRADE CORPORATE BOND ETF P 2023-06-05 2024-01-22
ISHARES CORE MSCI EAFE ETF P 2017-11-21 2024-01-22
ISHARES CORE MSCI EMERGING MARKETS ETF P 2023-06-05 2024-03-22
ISHARES CORE S&P SMALL-CAP ETF P 2023-06-05 2024-01-22
ISHARES CORE S&P SMALL-CAP ETF P 2023-06-05 2024-03-27
ISHARES CORE S&P SMALL-CAP ETF P 2023-06-30 2024-03-27
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF P 2023-06-05 2024-01-22
JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS I P 2023-06-05 2024-01-22
JP MORGAN LARGE CAP GROWTH FUND CLASS I P 2017-11-21 2024-01-22
JP MORGAN LARGE CAP GROWTH FUND CLASS I P 2018-12-12 2024-01-22
JP MORGAN LARGE CAP GROWTH FUND CLASS I P 2018-12-12 2024-01-22
JP MORGAN LARGE CAP GROWTH FUND CLASS I P 2019-01-30 2024-01-22
JPMORGAN CHASE & CO P 2023-06-05 2024-01-05
JPMORGAN CHASE & CO P 2023-06-05 2024-10-24
JPMORGAN CHASE & CO P 2023-06-05 2024-11-08
JPMORGAN CHASE & CO P 2023-06-05 2024-12-20
LINDE PLC NEW EUR P 2023-06-05 2024-03-20
LINDE PLC NEW EUR P 2023-06-05 2024-04-25
LINDE PLC NEW EUR P 2023-06-05 2024-04-26
LINDE PLC NEW EUR P 2023-06-05 2024-09-17
LINDE PLC NEW EUR P 2023-06-05 2024-09-18
LOCKHEED MARTIN CORP P 2023-06-05 2024-01-26
LOCKHEED MARTIN CORP P 2023-06-05 2024-09-11
MARSH & MCLENNAN COS INC P 2023-06-05 2024-03-20
MARSH & MCLENNAN COS INC P 2023-06-05 2024-08-12
MARSH & MCLENNAN COS INC P 2023-06-05 2024-08-13
MARSH & MCLENNAN COS INC P 2023-06-05 2024-08-14
MCDONALDS CORP P 2023-06-05 2024-05-29
MCDONALDS CORP P 2023-06-05 2024-08-14
MICROCHIP TECHNOLOGY INC P 2024-04-24 2024-12-20
MICROCHIP TECHNOLOGY INC P 2024-04-25 2024-12-20
MICROCHIP TECHNOLOGY INC P 2024-04-26 2024-12-20
MICROCHIP TECHNOLOGY INC P 2024-06-18 2024-12-20
MORGAN STANLEY P 2023-06-05 2024-10-11
MORGAN STANLEY P 2023-06-05 2024-10-14
MORGAN STANLEY P 2023-06-05 2024-10-15
MORGAN STANLEY P 2023-06-05 2024-10-24
MORGAN STANLEY P 2023-06-30 2024-10-24
MORGAN STANLEY P 2023-06-30 2024-10-25
MORGAN STANLEY P 2023-06-05 2024-11-08
MORGAN STANLEY P 2023-06-30 2024-11-22
MORGAN STANLEY P 2023-07-24 2024-11-22
MORGAN STANLEY P 2023-07-24 2024-11-25
MORGAN STANLEY P 2023-08-16 2024-11-25
NORFOLK STHN CORP P 2023-06-05 2024-06-27
ORACLE CORP P 2023-06-05 2024-09-17
ORACLE CORP P 2023-06-05 2024-10-21
ORACLE CORP P 2023-06-05 2024-10-22
ORACLE CORP P 2023-06-05 2024-11-22
ORACLE CORP P 2023-06-05 2024-11-25
ORACLE CORP P 2023-06-05 2024-11-25
ORACLE CORP P 2023-06-05 2024-12-03
PEAR TREE POLARIS FOREIGN VALUE FUND INSTL P 2020-02-20 2024-01-22
PEAR TREE POLARIS FOREIGN VALUE FUND INSTL P 2020-02-20 2024-08-07
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2017-11-21 2024-01-22
POLEN GROWTH FUND CLASS I P 2023-06-05 2024-01-22
POLEN GROWTH FUND CLASS I P 2023-06-05 2024-06-05
POLEN GROWTH FUND CLASS I P 2023-06-06 2024-06-05
POLEN GROWTH FUND CLASS I P 2023-06-30 2024-06-05
PROLOGIS INC COM P 2023-06-05 2024-06-17
PROLOGIS INC COM P 2023-06-05 2024-06-18
PROLOGIS INC COM P 2023-06-05 2024-06-20
PROLOGIS INC COM P 2023-06-05 2024-06-21
PROLOGIS INC COM P 2023-06-05 2024-06-24
PROLOGIS INC COM P 2023-06-05 2024-06-25
REPUBLIC SERVICES INC P 2023-06-05 2024-03-20
REPUBLIC SERVICES INC P 2023-06-05 2024-03-21
REPUBLIC SERVICES INC P 2023-06-05 2024-05-06
REPUBLIC SERVICES INC P 2023-06-05 2024-05-07
REPUBLIC SERVICES INC P 2023-06-05 2024-05-08
RTX CORP P 2023-06-05 2024-02-07
SCHWAB US TIPS ETF P 2024-05-01 2024-06-21
STARBUCKS CORP P 2023-06-05 2024-05-06
STARBUCKS CORP P 2023-06-05 2024-05-07
STARBUCKS CORP P 2023-06-05 2024-05-08
STARBUCKS CORP P 2023-06-16 2024-05-08
STARBUCKS CORP P 2023-06-16 2024-06-05
STARBUCKS CORP P 2023-06-30 2024-06-05
STARBUCKS CORP P 2023-06-30 2024-06-06
STARBUCKS CORP P 2023-06-30 2024-06-07
STARBUCKS CORP P 2023-12-14 2024-06-07
STARBUCKS CORP P 2024-01-05 2024-06-07
STARBUCKS CORP P 2024-01-05 2024-06-10
SYSCO CORP P 2023-06-05 2024-08-14
TAIWAN SEMICONDUCTOR MFG CO LTD ADR P 2023-07-24 2024-06-13
TAIWAN SEMICONDUCTOR MFG CO LTD ADR P 2023-07-25 2024-06-13
TAIWAN SEMICONDUCTOR MFG CO LTD ADR P 2023-07-26 2024-10-21
TECHNOLOGY SELECT SECTOR SPDR ETF P 2024-03-22 2024-08-23
TRAVELERS COS INC/THE P 2023-06-05 2024-04-25
TRAVELERS COS INC/THE P 2023-06-05 2024-04-26
TRAVELERS COS INC/THE P 2023-06-05 2024-07-17
TRAVELERS COS INC/THE P 2023-06-05 2024-07-18
TRAVELERS COS INC/THE P 2023-06-05 2024-09-11
UNION PACIFIC CORP P 2023-06-05 2024-08-12
UNION PACIFIC CORP P 2023-06-05 2024-08-13
UNION PACIFIC CORP P 2023-06-05 2024-08-14
UNITED PARCEL SERVICE INC CL B P 2023-06-05 2024-06-27
UNITED PARCEL SERVICE INC CL B P 2023-06-05 2024-07-25
UNITED PARCEL SERVICE INC CL B P 2023-06-05 2024-07-26
UNITED PARCEL SERVICE INC CL B P 2023-06-30 2024-07-26
UNITED PARCEL SERVICE INC CL B P 2023-09-22 2024-07-29
UNITED PARCEL SERVICE INC CL B P 2023-12-14 2024-07-29
UNITED PARCEL SERVICE INC CL B P 2024-02-16 2024-07-29
UNITED PARCEL SERVICE INC CL B P 2023-06-05 2024-08-14
UNITED PARCEL SERVICE INC CL B P 2023-06-30 2024-08-14
UNITED PARCEL SERVICE INC CL B P 2023-06-30 2024-08-15
UNITED PARCEL SERVICE INC CL B P 2023-08-29 2024-08-15
UNITED PARCEL SERVICE INC CL B P 2023-10-05 2024-08-15
UNITED PARCEL SERVICE INC CL B P 2023-12-07 2024-08-15
UNITED PARCEL SERVICE INC CL B P 2024-02-07 2024-08-15
VANECK JP MORGAN EM LOCAL CURRENCY BOND ETF P 2023-06-05 2024-01-22
VANGUARD EMERGING MARKETS BOND FUND CLASS ADMIRAL P 2023-06-05 2024-01-22
VANGUARD INTER TERM TREAS ETF P 2021-02-25 2024-01-22
VANGUARD INTER TERM TREAS ETF P 2021-02-25 2024-09-20
VANGUARD MID-CAP ETF P 2023-06-05 2024-01-22
VANGUARD RUSSELL 1000 GROWTH ETF P 2023-08-18 2024-01-22
VANGUARD RUSSELL 1000 GROWTH ETF P 2023-08-18 2024-03-22
VANGUARD RUSSELL 1000 GROWTH ETF P 2023-11-10 2024-03-22
VANGUARD RUSSELL 1000 VALUE ETF P 2023-06-05 2024-01-22
VANGUARD RUSSELL 1000 VALUE ETF P 2023-06-05 2024-03-22
VANGUARD RUSSELL 1000 VALUE ETF P 2023-06-06 2024-03-22
VANGUARD RUSSELL 1000 VALUE ETF P 2023-06-30 2024-03-22
VANGUARD RUSSELL 1000 VALUE ETF P 2023-08-18 2024-03-22
VANGUARD RUSSELL 1000 VALUE ETF P 2023-11-10 2024-03-22
VANGUARD RUSSELL 2000 ETF P 2023-06-05 2024-01-22
VANGUARD RUSSELL 2000 ETF P 2023-06-05 2024-06-21
VANGUARD RUSSELL 2000 ETF P 2023-06-30 2024-06-21
VANGUARD RUSSELL 2000 ETF P 2023-12-18 2024-06-21
VANGUARD SHORT-TERM TREAS ETF P 2021-02-25 2024-01-22
VANGUARD SHORT-TERM TREAS ETF P 2021-02-25 2024-02-23
VANGUARD SHORT-TERM TREAS ETF P 2023-06-05 2024-02-23
VANGUARD SHORT-TERM TREAS ETF P 2023-06-30 2024-02-23
VANGUARD SHORT-TERM TREAS ETF P 2023-06-30 2024-10-18
VANGUARD SHORT-TERM TREAS ETF P 2023-11-07 2024-10-18
VANGUARD SHORT-TERM TREAS ETF P 2024-06-21 2024-10-18
VANGUARD SHORT-TERM TREAS ETF P 2024-09-20 2024-10-18
VANGUARD SHORT-TERM TREAS ETF P 2024-09-20 2024-11-08
VERIZON COMMUNICATIONS INC P 2024-04-02 2024-10-23
WALMART INC P 2023-06-05 2024-04-24
WELLS FARGO & CO NEW P 2023-06-05 2024-11-08
YUM! BRANDS INC P 2023-09-28 2024-08-14
ROUNDING ADJUSTMENT P 2024-12-31 2024-12-31
CAPITAL GAINS DIVIDENDS P    
(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 821   685 136
b 353   274 79
c 354   274 80
d 815   685 130
e 832   685 147
189   137 52
1,657   1,529 128
331   306 25
685   612 73
335   306 29
570   588 -18
333   336 -3
244   252 -8
239   252 -13
161   168 -7
325   336 -11
877   671 206
2,574   2,486 88
937   700 237
450   350 100
448   350 98
965   1,027 -62
369   348 21
964   1,016 -52
234   254 -20
233   254 -21
462   508 -46
939   1,016 -77
699   762 -63
1,630   1,851 -221
784   677 107
978   677 301
1,213   800 413
3,626   1,601 2,025
1,813   801 1,012
2,072   1,120 952
722   321 401
366   160 206
352   160 192
322   295 27
1,975   1,742 233
53   48 5
2,611   2,429 182
116   113 3
55   53 2
259   192 67
514   384 130
847   856 -9
2,291   2,367 -76
1,023   1,086 -63
433   465 -32
240   268 -28
601   558 43
604   558 46
601   558 43
926   916 10
97   111 -14
193   221 -28
286   332 -46
482   553 -71
292   332 -40
383   442 -59
551   549 2
881   880 1
446   440 6
2,240   2,984 -744
1,067   1,388 -321
533   719 -186
267   369 -102
142   167 -25
285   335 -50
428   520 -92
143   173 -30
3,301   3,048 253
2,806   2,146 660
456   447 9
453   447 6
399   335 64
262   223 39
131   112 19
523   461 62
521   461 60
1,249   1,270 -21
361   318 43
1,050   953 97
239   212 27
1,837   1,549 288
586   443 143
1,172   994 178
293   259 34
834   776 58
278   258 20
377   371 6
4,671   4,712 -41
276   276 0
524   322 202
585   322 263
1,509   1,306 203
3,389   2,767 622
116   96 20
1,538   1,299 239
746   689 57
7,730   6,930 800
136   117 19
115   99 16
6   5 1
133   110 23
584   592 -8
382   395 -13
195   197 -2
393   395 -2
198   197 1
394   395 -1
394   415 -21
590   622 -32
197   207 -10
394   364 30
1,169   1,146 23
1,038   979 59
5,383   5,152 231
318   285 33
2,529   2,188 341
3,299   3,001 298
613   595 18
898   819 79
520   314 206
1,688   949 739
1   1 0
55   32 23
345   277 68
1,119   693 426
952   554 398
710   416 294
466   367 99
443   367 76
444   367 77
472   367 105
467   367 100
860   911 -51
1,127   911 216
827   709 118
434   355 79
217   177 40
218   177 41
1,254   1,443 -189
1,623   1,732 -109
560   898 -338
392   637 -245
616   1,037 -421
673   1,112 -439
553   418 135
335   251 84
338   251 87
475   335 140
238   172 66
235   172 63
1,033   669 364
404   257 147
270   189 81
269   189 80
134   86 48
840   859 -19
672   429 243
522   322 200
525   322 203
963   537 426
1,893   1,073 820
946   537 409
2,000   1,180 820
1,984   1,880 104
4,070   3,719 351
3,444   4,024 -580
3,493   2,987 506
7,727   6,517 1,210
264   223 41
2,421   2,097 324
111   125 -14
110   125 -15
218   250 -32
546   624 -78
224   250 -26
330   375 -45
376   289 87
189   144 45
186   144 42
188   144 44
376   289 87
369   385 -16
5,162   5,051 111
440   599 -159
1,011   1,398 -387
515   699 -184
147   204 -57
245   306 -61
571   693 -122
492   594 -102
164   198 -34
328   391 -63
164   186 -22
244   279 -35
987   945 42
1,037   587 450
1,037   603 434
1,007   496 511
5,760   5,472 288
213   175 38
214   175 39
442   350 92
665   525 140
1,625   1,224 401
236   199 37
237   199 38
239   199 40
817   1,009 -192
1,155   1,514 -359
645   841 -196
903   1,235 -332
257   309 -52
386   486 -100
386   444 -58
757   1,009 -252
505   706 -201
258   353 -95
258   340 -82
258   307 -49
258   313 -55
1,159   1,318 -159
125   123 2
436   420 16
1,415   1,629 -214
10,485   11,746 -1,261
230   210 20
968   824 144
5,330   4,189 1,141
437   362 75
721   669 52
387   335 52
155   134 21
1,548   1,387 161
1,935   1,719 216
1,703   1,450 253
553   508 45
1,945   1,743 202
2,918   2,736 182
5,512   5,425 87
525   554 -29
5,454   5,783 -329
290   290 0
4,119   4,099 20
10,258   10,104 154
117   115 2
5,627   5,565 62
469   473 -4
5,416   5,495 -79
929   933 -4
956   800 156
976   570 406
963   863 100
    3 -3
8,561     8,561
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       136
b       79
c       80
d       130
e       147
      52
      128
      25
      73
      29
      -18
      -3
      -8
      -13
      -7
      -11
      206
      88
      237
      100
      98
      -62
      21
      -52
      -20
      -21
      -46
      -77
      -63
      -221
      107
      301
      413
      2,025
      1,012
      952
      401
      206
      192
      27
      233
      5
      182
      3
      2
      67
      130
      -9
      -76
      -63
      -32
      -28
      43
      46
      43
      10
      -14
      -28
      -46
      -71
      -40
      -59
      2
      1
      6
      -744
      -321
      -186
      -102
      -25
      -50
      -92
      -30
      253
      660
      9
      6
      64
      39
      19
      62
      60
      -21
      43
      97
      27
      288
      143
      178
      34
      58
      20
      6
      -41
      0
      202
      263
      203
      622
      20
      239
      57
      800
      19
      16
      1
      23
      -8
      -13
      -2
      -2
      1
      -1
      -21
      -32
      -10
      30
      23
      59
      231
      33
      341
      298
      18
      79
      206
      739
      0
      23
      68
      426
      398
      294
      99
      76
      77
      105
      100
      -51
      216
      118
      79
      40
      41
      -189
      -109
      -338
      -245
      -421
      -439
      135
      84
      87
      140
      66
      63
      364
      147
      81
      80
      48
      -19
      243
      200
      203
      426
      820
      409
      820
      104
      351
      -580
      506
      1,210
      41
      324
      -14
      -15
      -32
      -78
      -26
      -45
      87
      45
      42
      44
      87
      -16
      111
      -159
      -387
      -184
      -57
      -61
      -122
      -102
      -34
      -63
      -22
      -35
      42
      450
      434
      511
      288
      38
      39
      92
      140
      401
      37
      38
      40
      -192
      -359
      -196
      -332
      -52
      -100
      -58
      -252
      -201
      -95
      -82
      -49
      -55
      -159
      2
      16
      -214
      -1,261
      20
      144
      1,141
      75
      52
      52
      21
      161
      216
      253
      45
      202
      182
      87
      -29
      -329
      0
      20
      154
      2
      62
      -4
      -79
      -4
      156
      406
      100
      -3
      8,561
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 28,098
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
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 right arrow 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) 1 630
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 630
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- ..... 5 630
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 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 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
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.......right arrow 9 630
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
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 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. Click to see attachment
List of Attached Documents:
// Content
...............................
10
Yes
 
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 addressright arrowN/A
14
The books are in care ofright arrowLAURIE SKIPPER Telephone no.right arrow (602) 808-8600

Located atright arrow2390 E CAMELBACK RD410PHOENIXAZ ZIP+4right arrow85016
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, 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 right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2024? .............
1d
 
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
ANDREW SKIPPER PRESIDENT
0.00 		0 0 0
2390 CAMELBACK ROAD SUITE 410
PHOENIX,AZ85016
LISA RITTER SECRETARY
0.00 		0 0 0
2390 CAMELBACK ROAD SUITE 410
PHOENIX,AZ85016
JEREMY WEBER TREASURER
0.00 		0 0 0
2390 CAMELBACK ROAD SUITE 410
PHOENIX,AZ85016
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...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
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
884,100
b
Average of monthly cash balances.......................
1b
53,430
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
937,530
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
937,530
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
14,063
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
923,467
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
46,173
Part X
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 IX, line 6..................
1
46,173
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
630
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
630
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
45,543
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
45,543
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 XII, line 1 ...
7
45,543
Part XI
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
108,119
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
108,119
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 45,543
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 30,692
b From 2020...... 49,180
c From 2021...... 8,864
d From 2022...... 6,650
e From 2023...... 41,366
f Total of lines 3a through e ........ 136,752
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 108,119
a Applied to 2023, 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 2024 distributable amount..... 45,543
e Remaining amount distributed out of corpus 62,576
5 Excess distributions carryover applied to 2024. 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 5 199,328
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		30,692
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		168,636
10 Analysis of line 9:
a Excess from 2020.... 49,180
b Excess from 2021.... 8,864
c Excess from 2022.... 6,650
d Excess from 2023.... 41,366
e Excess from 2024.... 62,576
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2024, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
Page 11
Part XIV
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

FAMILIES RAISING HOPE

312 E BROOK HOLLOW DRIVE
PHOENIX,AZ85022 		NONE PC: 501(C)(3) SUPPORT FAMILIES GOING THROUGH CANCER 5,100

FAMILY PROMISE

1600 N DOWNING ST SUITE 500
DENVER,CO80218 		NONE PC: 501(C)(3) HELPS FAMILY AT RISK OR EXPERIENCING HOMELESSNESS 4,502

FRATERNAL ORDER OF POLICE

10210 N 32ND ST C200
PHOENIX,AZ85028 		NONE PC: 501(C)(3) SUPPORTS COPS AND KIDS PROGRAMS THAT PROVIDE POLICE DEPARTMENTS WITH TOOLS AND FUNDING TO IMPLEMENT COMMUNITY SERVICE PROGRAMS. 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 1,974

PANDA

4455 E CAMELBACK RD E-125
PHOENIX,AZ85018 		NONE PC: 501(C)(3) IMPROVES TREATMENTS AND CURES FOR DEVASTATING CHILDHOOD DISEASES. 3,500

RONALD MCDONALD HOUSE

1300 E 21ST AVE
DENVER,CO80205 		NONE PC: 509(A)(1) SUPPORTING FAMILIES AROUND THE WORLD AND HELPING THEM ACCESS MEDICAL CARE AND RESOURCES THEY NEED. 250

SAGUAROS CHILDREN'S CHARITIES INC

4400 N SCOTTSDALE RD 9-725
SCOTTSDALE,AZ85251 		NONE PC: 509(A)(1) SUPPORTS LOCAL CHILDREN'S CHARITIES 3,600

SARRC

8300 N 18TH ST
PHOENIX,AZ85006 		NONE PC: 501(C)(3) LEADING THE WAY TO BETTER UNDERSTAND, TREAT, AND IMPROVE THE LIFE FOR PEOPLE WITH AUTISM BY PROVIDING A LIFETIME OF SUPPORT. 3,250

STILLPOINT FAMILY RESOURCES

PO BOX 5103
WEST HILLS,CA91308 		NONE PC: 509(A)(1) SUPPORTING THE UNDER SERVED WITH COUNSELING AND OTHER RESOURCES. 1,500

VALLEY PARTNESHIP

11801 N TATUM BLVD 224
PHOENIX,AZ85028 		NONE PC: 501(C)(3) ADVOCATES FOR RESPONSIBLE DEVELOPEMENT AND OFFERS NETWORKING OPPORTUNITIES IN PHOENIX, AZ. 2,250

VISTA COLLEGE PREP

901 E MADISON
PHOENIX,AZ85034 		NONE PC: 501(C)(3) THROUGH ACADEMIC RIGOR AND LEADERSHIP, THEY EDUCATE ALL K-8 STUDENTS TO ACHIEVE IN HIGH SCHOOL AND GRADUATIONFROM COLLEGE. 68,832

WILSON SCHOOL DISTRICT

2929 E FILLMORE ST
PHOENIX,AZ85008 		NONE PC: 509(A)(1) PJ ANGEL PROGRAM THAT PROVIDES PJ'S TO ALL STUDENTS. 1,500

AMERICAN HEART ASSOCIATION

1910 W UNIVERSITY DRIVE SUITE 205
TEMPE,AZ85281 		NONE PC: 501(C)(3) AMERICAN HEART ASSOCIATION'S KIDS HEART CHALLENGE 95

CLOTHES TO KIDS OF DENVER INC

2890 S COLORADO BLVD SUITE M3
PHOENIX,AZ85028 		NONE PC: 509(A)(1) PROVIDES NEW & QUALITY USED CLOTHING IN A BOUTIQUE SETTING TO DENVER AREA STUDENTS FROM LOW-INCOME OR IN-CRISIS FAMILIES, FREE OF CHARGE. 250

HABITAT METRO DENVER

PO BOX 5202
DENVER,CO80217 		NONE PC: 509(A)(1) BUILDS AND SELLS HOMES IN PARTNERSHIP WITH LOW-INCOME AND MODERATE-INCOME FAMILIES. PARTNERA WITH EXISTING LOW-INCOME HOMEOWNERS IN THE CITY AND COUNTY OF DENVER TO DO CRITICAL HOME REPAIRS SO THAT THEY CAN CONTINUE TO LIVE IN SAFE AND AFFORDABLE HOMES. 250

MILE HIGH YOUTH CORPS

1801 FEDERAL BLVD
DENVER,CO80204 		NONE PC: 509(A)(1) BUILDING FUTURES SPONSORSHIP COMMUNITY ARCHITECT TIER 1,000

ADAMS 14 EDUCATION FOUNDATION

5291 E 60TH AVE
COMMERCE CITY,CO80022 		NONE PC: 509(A)(1) PUBLIC SCHOOL - FOUNDATION TO SUPORT TEACHERS FOR CLASSROOM SUPPLIES AND ITEMS NEEDED TO SUPPORT THE STUDENTS 5,000

ST JOSEPH THE WORKER

PO BOX 13503
PHOENIX,AZ85002 		NONE PC: 509(A)(1) RAISES AWARENESS AND CRUCIAL FUNDING TO PROVIDE UNHOUSED, LOW-INCOME, AND OTHER DISADVANTAGED INDIVIDUALS WITH A PATHWAY TO STABILITY AND SELF-SUFFICIENCY THROUGH QUALITY EMPLOYMENT 100

MYCHAL'S LEARNING PLACE INC

4901 W ROSECRANS AVE
HAWTHORNE,CA90250 		NONE PC: 509(A)(1) PROVIDES SUPPORT, TRAINING, & OPPORTUNITIES TO YOUTH & YOUNG ADULTS WITH DEVELOPMENTAL DISABILITIES 2,000

JUDI'S HOUSE

10125 E 25TH AVE
AURORA,CO80010 		NONE PC: 509(A)(1) HELPS CHILDREN AND FAMILIES GRIEVING A DEATH FIND COMFORT AND HEALING 466

SUNNYSLOPE ADOPT-A-FAMILY

245 E MOUNTAIN VIEW
PHOENIX,AZ85020 		NONE PC: 509(A)(1) FOOD BASKETS & SUPPLIES FOR FAMILIES IN NEED DURING THE HOLIDAYS 80
Total .................................right arrow 3a 106,499
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-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 23,290  
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 28,098  
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 51,388 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
51,388
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2024)
Form 990-PF (2024)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

20-1812585
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
EVERGREEN DEVELOPMENT FOUNDATION
  		Employer identification number
20-1812585
Part I
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 CO - 2023 LLC
 
2390 E CAMELBACK RD SUITE 410
 
PHOENIX, AZ85016

$ 9,250


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
EVERGREEN DEVELOPMENT FOUNDATION
EIN:
20-1812585
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 600 0   0

TY 2024 InvestmentsCorpStockSchedule
Name:
EVERGREEN DEVELOPMENT FOUNDATION
EIN:
20-1812585
Name of Stock End of Year Book Value End of Year Fair Market Value
INVESTMENTS 915,947 915,947

TY 2024 OtherExpensesSchedule
Name:
EVERGREEN DEVELOPMENT FOUNDATION
EIN:
20-1812585
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSES 20 0   0
BANK FEES 222 0   0


TY 2024 OtherIncreasesSchedule
Name:
EVERGREEN DEVELOPMENT FOUNDATION
EIN:
20-1812585
Description Amount
INCREASE IN VALUE OF INVESTMENTS 38,778


TY 2024 OtherProfessionalFeesSchedule
Name:
EVERGREEN DEVELOPMENT FOUNDATION
EIN:
20-1812585
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 5,779 5,779   0


TY 2024 SubstantialContributorsSch
Name:
EVERGREEN DEVELOPMENT FOUNDATION
EIN:
20-1812585
Name Address
EVERGREEN DEVELOPMENT CO - 2023 LLC
  		2390 E CAMELBACK RD SUITE 410
PHOENIX,AZ85016


TY 2024 TaxesSchedule
Name:
EVERGREEN DEVELOPMENT FOUNDATION
EIN:
20-1812585
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 300 300   0
REGISTRY OF CHARITABLE TRUST FEES 75 0   75
EXCISE TAXES 1,545 0   1,545