Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
PHOENIX
State or province
AZ
Country  
ZIP or foreign postal code
85016
A Employer identification number

20-1812585
B Telephone number (see instructions)

6028088600
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,037,666J 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) 125,815
2 Check .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 25,245 25,245  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 51,636
b Gross sales price for all assets on line 6a 560,088
7 Capital gain net income (from Part IV, line 2)... 51,636
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........ 202,696 76,881  
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
6,203 6,203   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
881 251   630
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
699 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,383 6,454   630
25 Contributions, gifts, grants paid....... 160,953 160,953
26 Total expenses and disbursements. Add lines 24 and 25 ................ 169,336 6,454   161,583
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 33,360
b Net investment income (if negative, enter -0-) 70,427
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 14,271 47,125 47,125
2 Savings and temporary cash investments.........      
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
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)....... 915,947 Click to see attachment
List of Attached Documents:
// Content
990,541 		990,541
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 930,218 1,037,666 1,037,666
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 930,218 1,037,666
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
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)..... 930,218 1,037,666
30 Total liabilities and net assets/fund balances (see instructions). 930,218 1,037,666
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
930,218
2
Enter amount from Part I, line 27a .....................
2
33,360
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
74,088
4
Add lines 1, 2, and 3 ..........................
4
1,037,666
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
1,037,666
Form 990-PF (2025)
Form 990-PF (2025)
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 ABBOTT LABS P 2023-06-05 2025-02-04
b ACCENTURE PLC IRELAND CL A P 2023-06-05 2025-06-27
c ACCENTURE PLC IRELAND CL A P 2023-06-30 2025-06-27
d ACCENTURE PLC IRELAND CL A P 2023-06-30 2025-10-30
e ACCENTURE PLC IRELAND CL A P 2023-09-22 2025-10-31
ACCENTURE PLC IRELAND CL A P 2023-09-25 2025-10-31
ACCENTURE PLC IRELAND CL A P 2024-04-15 2025-10-31
ACCENTURE PLC IRELAND CL A P 2024-04-16 2025-10-31
ALLSTATE CORP P 2024-09-11 2025-06-25
ALLSTATE CORP P 2024-09-11 2025-10-31
AMER EXPRESS CO P 2023-06-05 2025-02-27
AMER EXPRESS CO P 2023-06-05 2025-11-19
AMERICAN BCN STP MDCAP Y P 2025-03-19 2025-12-17
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2023-06-05 2025-01-23
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2023-06-05 2025-02-14
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2023-06-05 2025-03-11
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2023-06-05 2025-03-19
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2023-06-06 2025-03-19
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2023-06-30 2025-03-19
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2023-06-30 2025-03-19
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2023-06-30 2025-03-20
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2023-07-31 2025-03-20
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2023-08-31 2025-03-20
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2023-09-29 2025-03-20
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2023-10-31 2025-03-20
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2023-11-30 2025-03-20
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2023-12-29 2025-03-20
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2024-01-31 2025-03-20
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2024-02-29 2025-03-20
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2024-03-28 2025-03-20
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2024-04-30 2025-03-20
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2024-05-31 2025-03-20
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2024-06-26 2025-03-20
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2024-06-28 2025-03-20
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2024-07-31 2025-03-20
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2024-08-30 2025-03-20
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2024-09-30 2025-03-20
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2024-10-31 2025-03-20
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2024-11-29 2025-03-20
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2024-12-31 2025-03-20
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2025-01-31 2025-03-20
AMERICAN CENTURY HIGH INCOME FUND CLASS I P 2025-02-28 2025-03-20
ANALOG DEVICES INC P 2023-06-05 2025-06-04
AUTOMATIC DATA PROCESSNG INC P 2023-06-05 2025-03-13
AUTOMATIC DATA PROCESSNG INC P 2023-06-05 2025-03-14
AUTOMATIC DATA PROCESSNG INC P 2023-06-05 2025-04-15
AUTOMATIC DATA PROCESSNG INC P 2023-06-05 2025-04-16
BAIRD MIDCAP FUND INSTITUTIONAL CLASS P 2023-06-05 2025-02-14
BAIRD MIDCAP FUND INSTITUTIONAL CLASS P 2023-06-05 2025-03-19
BAIRD MIDCAP FUND INSTITUTIONAL CLASS P 2023-06-06 2025-03-19
BAIRD MIDCAP FUND INSTITUTIONAL CLASS P 2023-06-30 2025-03-19
BAIRD MIDCAP FUND INSTITUTIONAL CLASS P 2023-12-14 2025-03-19
BAIRD MIDCAP FUND INSTITUTIONAL CLASS P 2024-06-26 2025-03-19
BAIRD MIDCAP FUND INSTITUTIONAL CLASS P 2024-12-16 2025-03-19
BANK OF NEW YORK MELLON CORP P 2024-12-20 2025-11-19
BLACKROCK INC P 2023-06-30 2025-08-15
BROADCOM INC P 2023-06-05 2025-01-08
BROADCOM INC P 2023-06-05 2025-03-27
BROADCOM INC P 2023-06-30 2025-03-27
BROADCOM INC P 2023-06-05 2025-05-27
BROADCOM INC P 2023-06-05 2025-07-18
BROADCOM INC P 2023-06-05 2025-08-15
BROADCOM INC P 2023-06-30 2025-09-17
BROADCOM INC P 2023-06-30 2025-12-18
CHUBB LTD CHF P 2023-06-05 2025-03-13
CHUBB LTD CHF P 2023-06-05 2025-10-17
CHUBB LTD CHF P 2023-06-05 2025-10-20
CHUBB LTD CHF P 2023-06-05 2025-10-21
CHUBB LTD CHF P 2023-06-05 2025-10-30
CHUBB LTD CHF P 2023-06-20 2025-10-30
CHUBB LTD CHF P 2023-06-30 2025-10-31
CME GROUP INC P 2023-06-05 2025-06-25
COCA COLA CO COM P 2023-06-05 2025-04-15
COCA COLA CO COM P 2023-06-05 2025-04-16
COLUMBIA OVERSEAS VALUE FUND CLASS INSTITUTIONAL P 2025-03-19 2025-12-17
DIAMOND HILL LARGE CAP FUND CLASS I P 2023-06-05 2025-01-23
DIAMOND HILL LARGE CAP FUND CLASS I P 2023-06-05 2025-02-14
DIAMOND HILL LARGE CAP FUND CLASS I P 2023-06-05 2025-08-22
DIAMOND HILL LARGE CAP FUND CLASS I P 2023-06-06 2025-08-22
DIAMOND HILL LARGE CAP FUND CLASS I P 2023-06-30 2025-08-22
DIAMOND HILL LARGE CAP FUND CLASS I P 2023-06-30 2025-08-25
DIAMOND HILL LARGE CAP FUND CLASS I P 2023-12-14 2025-08-25
DIAMOND HILL LARGE CAP FUND CLASS I P 2023-12-28 2025-08-25
DIAMOND HILL LARGE CAP FUND CLASS I P 2024-12-12 2025-08-25
DIAMOND HILL LARGE CAP FUND CLASS I P 2024-12-12 2025-08-25
DIAMOND HILL LARGE CAP FUND CLASS I P 2024-12-30 2025-08-25
EQUITY RESIDENTIAL SBI P 2024-06-17 2025-10-31
EQUITY RESIDENTIAL SBI P 2024-06-18 2025-10-31
EQUITY RESIDENTIAL SBI P 2024-06-20 2025-10-31
EQUITY RESIDENTIAL SBI P 2024-06-21 2025-10-31
EQUITY RESIDENTIAL SBI P 2024-06-21 2025-11-03
EQUITY RESIDENTIAL SBI P 2024-06-24 2025-11-03
EQUITY RESIDENTIAL SBI P 2024-06-24 2025-11-19
EQUITY RESIDENTIAL SBI P 2024-06-25 2025-11-19
EQUITY RESIDENTIAL SBI P 2024-06-25 2025-11-20
EQUITY RESIDENTIAL SBI P 2024-10-23 2025-11-20
EQUITY RESIDENTIAL SBI P 2024-10-24 2025-11-20
EQUITY RESIDENTIAL SBI P 2024-10-24 2025-11-21
EXXON MOBIL CORP P 2023-06-05 2025-03-27
EXXON MOBIL CORP P 2023-06-05 2025-08-20
EXXON MOBIL CORP P 2023-06-05 2025-10-30
EXXON MOBIL CORP P 2023-06-05 2025-11-21
EXXON MOBIL CORP P 2023-06-30 2025-11-21
FEDEX CORP P 2023-10-06 2025-02-04
FEDEX CORP P 2024-08-15 2025-02-04
GOLDMAN SACHS GROUP INC P 2023-06-05 2025-02-27
GOLDMAN SACHS GROUP INC P 2023-06-05 2025-11-19
HARDING LOEVNER INTERNATIONAL EQUITY FUND P 2018-12-18 2025-02-14
HARDING LOEVNER INTERNATIONAL EQUITY FUND P 2019-01-30 2025-02-14
HARDING LOEVNER INTERNATIONAL EQUITY FUND P 2019-12-17 2025-02-14
HARDING LOEVNER INTERNATIONAL EQUITY FUND P 2020-12-15 2025-02-14
HARDING LOEVNER INTERNATIONAL EQUITY FUND P 2021-12-14 2025-02-14
HARDING LOEVNER INTERNATIONAL EQUITY FUND P 2021-12-14 2025-02-14
HARDING LOEVNER INTERNATIONAL EQUITY FUND P 2022-08-09 2025-02-14
HARDING LOEVNER INTERNATIONAL EQUITY FUND P 2022-08-09 2025-03-11
HARDING LOEVNER INTERNATIONAL EQUITY FUND P 2022-12-13 2025-03-11
HARDING LOEVNER INTERNATIONAL EQUITY FUND P 2023-06-06 2025-03-11
HARDING LOEVNER INTERNATIONAL EQUITY FUND P 2023-06-30 2025-03-11
HARDING LOEVNER INTERNATIONAL EQUITY FUND P 2023-06-30 2025-12-17
HOME DEPOT INC P 2023-06-05 2025-02-21
HOME DEPOT INC P 2023-06-05 2025-02-24
HOME DEPOT INC P 2023-06-05 2025-03-13
INTL BUSINESS MACH P 2025-02-04 2025-06-25
INVESCO KBW BANK ETF P 2025-09-22 2025-12-17
INVESCO MAIN STREET SMALL CAP FUND CLASS Y P 2024-03-27 2025-01-23
INVESCO MAIN STREET SMALL CAP FUND CLASS Y P 2024-03-27 2025-02-14
INVESCO MAIN STREET SMALL CAP FUND CLASS Y P 2024-03-27 2025-04-01
INVESCO MAIN STREET SMALL CAP FUND CLASS Y P 2024-06-26 2025-04-01
INVESCO MAIN STREET SMALL CAP FUND CLASS Y P 2024-12-12 2025-04-01
INVESCO MAIN STREET SMALL CAP FUND CLASS Y P 2024-12-12 2025-04-01
INVESCO MAIN STREET SMALL CAP FUND CLASS Y P 2025-03-11 2025-04-01
ISHARES 20+ YEAR TREAS BOND ETF P 2021-02-25 2025-02-14
ISHARES 20+ YEAR TREAS BOND ETF P 2021-02-25 2025-03-11
ISHARES 20+ YEAR TREAS BOND ETF P 2022-08-09 2025-03-11
ISHARES 20+ YEAR TREAS BOND ETF P 2023-06-05 2025-03-11
ISHARES 20+ YEAR TREAS BOND ETF P 2023-06-06 2025-03-11
ISHARES 20+ YEAR TREAS BOND ETF P 2023-06-30 2025-03-11
ISHARES 20+ YEAR TREAS BOND ETF P 2023-10-06 2025-03-11
ISHARES 20+ YEAR TREAS BOND ETF P 2023-11-07 2025-03-11
ISHARES 20+ YEAR TREAS BOND ETF P 2024-06-21 2025-03-11
ISHARES 20+ YEAR TREAS BOND ETF P 2024-06-26 2025-03-11
ISHARES 20+ YEAR TREAS BOND ETF P 2024-12-23 2025-03-11
ISHARES BROAD USD INVT GRADE CORPORATE BOND ETF P 2023-06-05 2025-02-14
ISHARES BROAD USD INVT GRADE CORPORATE BOND ETF P 2023-06-05 2025-09-22
ISHARES BROAD USD INVT GRADE CORPORATE BOND ETF P 2023-06-06 2025-09-22
ISHARES BROAD USD INVT GRADE CORPORATE BOND ETF P 2023-06-30 2025-09-22
ISHARES BROAD USD INVT GRADE CORPORATE BOND ETF P 2023-06-30 2025-12-17
ISHARES CORE MSCI EAFE ETF P 2017-11-21 2025-02-14
ISHARES CORE MSCI EAFE ETF P 2017-11-21 2025-03-11
ISHARES CORE MSCI EAFE ETF P 2018-12-03 2025-03-11
ISHARES CORE MSCI EAFE ETF P 2019-01-30 2025-03-11
ISHARES CORE MSCI EAFE ETF P 2022-08-09 2025-03-11
ISHARES CORE MSCI EAFE ETF P 2022-08-09 2025-12-17
ISHARES CORE MSCI EAFE ETF P 2023-06-30 2025-12-17
ISHARES CORE MSCI EMERGING MARKETS ETF P 2023-06-05 2025-02-14
ISHARES CORE MSCI EMERGING MARKETS ETF P 2023-06-05 2025-03-11
ISHARES CORE MSCI EMERGING MARKETS ETF P 2023-06-05 2025-09-19
ISHARES CORE MSCI EMERGING MARKETS ETF P 2023-06-06 2025-09-19
ISHARES CORE MSCI EMERGING MARKETS ETF P 2023-06-30 2025-09-19
ISHARES CORE MSCI EMERGING MARKETS ETF P 2023-06-30 2025-10-17
ISHARES GOLD TR P 2024-10-18 2025-04-08
ISHARES GOLD TR P 2025-02-10 2025-04-08
ISHARES GOLD TR P 2025-02-10 2025-12-17
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF P 2023-06-05 2025-03-11
ISHARES MBS ETF P 2024-02-23 2025-12-17
ISHARES RUSSELL MIDCAP ETF P 2025-03-11 2025-12-17
JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS I P 2023-06-05 2025-02-14
JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS I P 2023-06-05 2025-12-17
JOHNSON & JOHNSON COM P 2023-06-05 2025-06-04
JP MORGAN LARGE CAP GROWTH FUND CLASS I P 2019-01-30 2025-01-23
JP MORGAN LARGE CAP GROWTH FUND CLASS I P 2019-12-12 2025-01-23
JP MORGAN LARGE CAP GROWTH FUND CLASS I P 2019-12-12 2025-02-14
JP MORGAN LARGE CAP GROWTH FUND CLASS I P 2019-12-19 2025-02-14
JP MORGAN LARGE CAP GROWTH FUND CLASS I P 2020-12-11 2025-02-14
JP MORGAN LARGE CAP GROWTH FUND CLASS I P 2020-12-11 2025-02-14
JP MORGAN LARGE CAP GROWTH FUND CLASS I P 2020-12-11 2025-09-19
JP MORGAN LARGE CAP GROWTH FUND CLASS I P 2020-12-18 2025-09-19
JP MORGAN LARGE CAP GROWTH FUND CLASS I P 2021-12-13 2025-09-19
JP MORGAN LARGE CAP GROWTH FUND CLASS I P 2021-12-13 2025-09-19
JP MORGAN LARGE CAP GROWTH FUND CLASS I P 2022-12-13 2025-09-19
JP MORGAN LARGE CAP GROWTH FUND CLASS I P 2022-12-20 2025-09-19
JP MORGAN LARGE CAP GROWTH FUND CLASS I P 2023-06-30 2025-09-19
JP MORGAN LARGE CAP GROWTH FUND CLASS I P 2023-06-30 2025-12-17
KLA CORP P 2024-11-25 2025-06-27
KLA CORP P 2024-11-25 2025-07-22
KLA CORP P 2025-02-04 2025-07-23
LINDE PLC NEW EUR P 2023-06-05 2025-07-25
LOCKHEED MARTIN CORP P 2023-06-05 2025-02-18
LOCKHEED MARTIN CORP P 2023-06-30 2025-07-25
LOCKHEED MARTIN CORP P 2024-11-08 2025-07-25
LOCKHEED MARTIN CORP P 2025-05-01 2025-07-25
MARSH P 2023-06-05 2025-04-15
MARSH P 2023-06-05 2025-04-16
MARSH P 2023-06-05 2025-06-04
MARSH P 2023-06-30 2025-10-30
MARSH P 2024-10-24 2025-10-30
MCDONALDS CORP P 2023-06-05 2025-03-27
MCDONALDS CORP P 2023-06-05 2025-04-15
MCDONALDS CORP P 2023-06-05 2025-04-16
MCDONALDS CORP P 2023-06-30 2025-06-25
MERCK & CO INC COM P 2024-04-15 2025-02-18
MERCK & CO INC COM P 2024-04-16 2025-02-18
MERCK & CO INC COM P 2024-06-18 2025-02-18
MICROSOFT CORP P 2023-06-05 2025-02-04
MORGAN STANLEY P 2023-06-05 2025-02-27
MORGAN STANLEY P 2023-08-16 2025-11-14
MORGAN STANLEY P 2023-08-17 2025-11-14
MORGAN STANLEY P 2023-06-05 2025-11-19
MORGAN STANLEY P 2023-08-17 2025-12-10
MORGAN STANLEY P 2023-10-04 2025-12-11
NEXTERA ENERGY INC COM P 2023-06-05 2025-11-21
NOMURA SMALL CAP CORE FUND INSTITUTIONAL P 2025-04-01 2025-12-17
NORFOLK STHN CORP P 2023-06-05 2025-07-25
NORFOLK STHN CORP P 2023-06-05 2025-08-14
NORFOLK STHN CORP P 2023-06-30 2025-08-14
NORFOLK STHN CORP P 2023-06-30 2025-09-17
NORFOLK STHN CORP P 2023-06-30 2025-09-25
NORFOLK STHN CORP P 2024-10-23 2025-09-25
NORFOLK STHN CORP P 2025-03-27 2025-09-25
ORACLE CORP P 2023-06-05 2025-06-16
ORACLE CORP P 2023-06-05 2025-06-17
ORACLE CORP P 2023-06-05 2025-07-18
ORACLE CORP P 2023-06-05 2025-07-21
ORACLE CORP P 2023-06-30 2025-07-21
ORACLE CORP P 2023-06-05 2025-07-25
ORACLE CORP P 2023-06-30 2025-07-25
ORACLE CORP P 2023-06-30 2025-09-17
ORACLE CORP P 2023-06-30 2025-09-25
ORACLE CORP P 2023-08-29 2025-09-25
ORACLE CORP P 2023-08-29 2025-11-10
ORACLE CORP P 2023-10-05 2025-11-10
ORACLE CORP P 2023-10-06 2025-11-10
ORACLE CORP P 2025-03-27 2025-11-10
ORACLE CORP P 2025-03-27 2025-12-12
PEAR TREE POLARIS FOREIGN VALUE FUND INSTL P 2020-02-20 2025-02-14
PEAR TREE POLARIS FOREIGN VALUE FUND INSTL P 2020-02-20 2025-03-11
PEAR TREE POLARIS FOREIGN VALUE FUND INSTL P 2020-12-08 2025-03-11
PEAR TREE POLARIS FOREIGN VALUE FUND INSTL P 2021-12-10 2025-03-11
PEAR TREE POLARIS FOREIGN VALUE FUND INSTL P 2022-08-09 2025-03-11
PEAR TREE POLARIS FOREIGN VALUE FUND INSTL P 2022-12-13 2025-03-11
PEAR TREE POLARIS FOREIGN VALUE FUND INSTL P 2023-06-30 2025-03-11
PEAR TREE POLARIS FOREIGN VALUE FUND INSTL P 2023-06-30 2025-03-19
PEAR TREE POLARIS FOREIGN VALUE FUND INSTL P 2023-06-30 2025-03-19
PEAR TREE POLARIS FOREIGN VALUE FUND INSTL P 2023-12-15 2025-03-19
PEAR TREE POLARIS FOREIGN VALUE FUND INSTL P 2024-12-17 2025-03-19
PEAR TREE POLARIS FOREIGN VALUE FUND INSTL P 2024-12-23 2025-03-19
PHILLIPS 66 P 2023-06-05 2025-06-04
PHILLIPS 66 P 2023-06-05 2025-06-05
PHILLIPS 66 P 2023-06-30 2025-06-05
PHILLIPS 66 P 2023-06-30 2025-06-06
PHILLIPS 66 P 2023-12-14 2025-06-16
PHILLIPS 66 P 2024-05-06 2025-06-16
PHILLIPS 66 P 2024-05-07 2025-06-16
PHILLIPS 66 P 2024-05-07 2025-06-17
PHILLIPS 66 P 2024-05-08 2025-06-17
PHILLIPS 66 P 2024-06-21 2025-06-17
PHILLIPS 66 P 2024-06-21 2025-06-18
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2017-11-21 2025-01-23
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2017-11-21 2025-02-14
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2017-11-21 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2017-11-30 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2017-12-13 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2017-12-13 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2017-12-27 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2017-12-29 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2018-01-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2018-02-28 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2018-03-29 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2018-04-30 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2018-05-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2018-06-29 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2018-07-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2018-08-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2018-09-28 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2018-10-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2018-11-30 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2018-12-03 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2018-12-12 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2018-12-12 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2018-12-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2019-01-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2019-02-28 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2019-03-29 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2019-04-30 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2019-05-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2019-06-28 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2019-07-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2019-08-30 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2019-09-30 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2019-10-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2019-11-29 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2019-12-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2020-01-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2020-02-28 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2020-03-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2020-04-30 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2020-05-29 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2020-06-30 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2020-07-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2020-08-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2020-09-30 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2020-10-30 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2020-11-30 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2020-12-09 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2020-12-28 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2020-12-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2021-01-29 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2021-02-26 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2021-03-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2021-04-30 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2021-05-28 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2021-06-30 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2021-07-30 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2021-08-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2021-09-30 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2021-10-29 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2021-11-30 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2021-12-08 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2021-12-08 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2021-12-28 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2021-12-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2022-01-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2022-02-28 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2022-03-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2022-04-29 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2022-05-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2022-06-30 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2022-07-29 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2022-08-09 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2022-08-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2022-09-30 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2022-10-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2022-11-30 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2022-12-27 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2022-12-30 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2023-01-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2023-02-28 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2023-03-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2023-04-28 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2023-05-31 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2023-06-30 2025-03-11
PIMCO INVESTMENT GRADE CREDIT BOND FUND I-2 P 2023-06-30 2025-03-11
POLEN GROWTH FUND CLASS I P 2023-06-30 2025-01-23
POLEN GROWTH FUND CLASS I P 2023-06-30 2025-01-24
POLEN GROWTH FUND CLASS I P 2024-12-04 2025-01-24
PROCTER & GAMBLE CO P 2023-06-05 2025-10-31
PROCTER & GAMBLE CO P 2023-06-05 2025-11-14
PROCTER & GAMBLE CO P 2023-06-05 2025-11-17
PROCTER & GAMBLE CO P 2023-06-30 2025-11-17
PROCTER & GAMBLE CO P 2023-06-30 2025-12-10
PROCTER & GAMBLE CO P 2025-03-13 2025-12-10
PROCTER & GAMBLE CO P 2025-03-13 2025-12-11
PROCTER & GAMBLE CO P 2025-03-14 2025-12-11
PROLOGIS INC COM P 2023-06-05 2025-03-13
PROLOGIS INC COM P 2023-06-05 2025-03-14
PUTNAM LARGE CAP VALUE FUND CLASS Y P 2025-08-22 2025-12-17
REPUBLIC SERVICES INC P 2023-06-05 2025-04-15
RTX CORP P 2023-06-05 2025-03-27
SEMPRA P 2024-12-03 2025-02-27
SEMPRA P 2024-12-03 2025-02-28
SEMPRA P 2024-12-17 2025-02-28
STARBUCKS CORP P 2024-08-14 2025-05-01
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF P 2025-06-27 2025-09-22
STATE STREET SPDR PORTFOLIO LONG TERM TREAS ETF P 2025-03-11 2025-10-17
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF P 2024-03-22 2025-12-17
SYSCO CORP P 2023-06-05 2025-02-04
SYSCO CORP P 2023-06-05 2025-02-18
SYSCO CORP P 2023-06-30 2025-02-18
SYSCO CORP P 2023-06-30 2025-02-19
TAIWAN SEMICONDUCTOR MFG CO LTD ADR P 2023-07-26 2025-01-08
TAIWAN SEMICONDUCTOR MFG CO LTD ADR P 2023-08-16 2025-01-08
TAIWAN SEMICONDUCTOR MFG CO LTD ADR P 2023-08-16 2025-09-26
TAIWAN SEMICONDUCTOR MFG CO LTD ADR P 2023-08-17 2025-09-26
TJX COS INC NEW P 2024-05-06 2025-04-15
TJX COS INC NEW P 2024-05-07 2025-04-15
TJX COS INC NEW P 2024-05-07 2025-04-16
TJX COS INC NEW P 2024-05-07 2025-12-19
TJX COS INC NEW P 2024-05-08 2025-12-19
TRAVELERS COS INC/THE P 2023-06-05 2025-06-25
TRAVELERS COS INC/THE P 2023-06-30 2025-10-31
UNION PACIFIC CORP P 2023-06-05 2025-03-13
UNION PACIFIC CORP P 2023-06-05 2025-03-14
UNION PACIFIC CORP P 2023-06-05 2025-06-04
UNITEDHEALTH GROUP INC P 2024-05-29 2025-05-01
UNITEDHEALTH GROUP INC P 2024-07-17 2025-05-01
UNITEDHEALTH GROUP INC P 2023-06-05 2025-05-15
UNITEDHEALTH GROUP INC P 2023-06-30 2025-05-15
UNITEDHEALTH GROUP INC P 2024-03-20 2025-05-15
UNITEDHEALTH GROUP INC P 2024-07-17 2025-05-15
UNITEDHEALTH GROUP INC P 2024-07-18 2025-05-15
UNITEDHEALTH GROUP INC P 2024-07-19 2025-05-15
UNITEDHEALTH GROUP INC P 2024-08-15 2025-05-15
UNITEDHEALTH GROUP INC P 2025-03-13 2025-05-15
UNITEDHEALTH GROUP INC P 2025-03-14 2025-05-15
UNITEDHEALTH GROUP INC P 2025-03-27 2025-05-15
VANECK JP MORGAN EM LOCAL CURRENCY BOND ETF P 2023-06-05 2025-03-11
VANECK JP MORGAN EM LOCAL CURRENCY BOND ETF P 2023-06-06 2025-03-11
VANECK JP MORGAN EM LOCAL CURRENCY BOND ETF P 2023-06-30 2025-03-11
VANGUARD EMERGING MARKETS BOND FUND CLASS ADMIRAL P 2023-06-05 2025-03-11
VANGUARD EMERGING MARKETS BOND FUND CLASS ADMIRAL P 2023-06-06 2025-03-11
VANGUARD EMERGING MARKETS BOND FUND CLASS ADMIRAL P 2023-06-30 2025-03-11
VANGUARD EMERGING MARKETS BOND FUND CLASS ADMIRAL P 2023-06-30 2025-03-11
VANGUARD EMERGING MARKETS BOND FUND CLASS ADMIRAL P 2023-07-31 2025-03-11
VANGUARD EMERGING MARKETS BOND FUND CLASS ADMIRAL P 2023-08-31 2025-03-11
VANGUARD EMERGING MARKETS BOND FUND CLASS ADMIRAL P 2023-09-29 2025-03-11
VANGUARD EMERGING MARKETS BOND FUND CLASS ADMIRAL P 2023-10-31 2025-03-11
VANGUARD EMERGING MARKETS BOND FUND CLASS ADMIRAL P 2023-11-30 2025-03-11
VANGUARD EMERGING MARKETS BOND FUND CLASS ADMIRAL P 2023-12-21 2025-03-11
VANGUARD EMERGING MARKETS BOND FUND CLASS ADMIRAL P 2024-01-31 2025-03-11
VANGUARD EMERGING MARKETS BOND FUND CLASS ADMIRAL P 2024-02-29 2025-03-11
VANGUARD EMERGING MARKETS BOND FUND CLASS ADMIRAL P 2024-03-28 2025-03-11
VANGUARD EMERGING MARKETS BOND FUND CLASS ADMIRAL P 2024-04-30 2025-03-11
VANGUARD EMERGING MARKETS BOND FUND CLASS ADMIRAL P 2024-05-31 2025-03-11
VANGUARD EMERGING MARKETS BOND FUND CLASS ADMIRAL P 2024-06-28 2025-03-11
VANGUARD EMERGING MARKETS BOND FUND CLASS ADMIRAL P 2024-07-31 2025-03-11
VANGUARD EMERGING MARKETS BOND FUND CLASS ADMIRAL P 2024-08-30 2025-03-11
VANGUARD EMERGING MARKETS BOND FUND CLASS ADMIRAL P 2024-09-30 2025-03-11
VANGUARD EMERGING MARKETS BOND FUND CLASS ADMIRAL P 2024-10-31 2025-03-11
VANGUARD EMERGING MARKETS BOND FUND CLASS ADMIRAL P 2024-11-29 2025-03-11
VANGUARD EMERGING MARKETS BOND FUND CLASS ADMIRAL P 2024-12-23 2025-03-11
VANGUARD EMERGING MARKETS BOND FUND CLASS ADMIRAL P 2025-01-31 2025-03-11
VANGUARD EMERGING MARKETS BOND FUND CLASS ADMIRAL P 2025-02-28 2025-03-11
VANGUARD INTER TERM TREAS ETF P 2021-02-25 2025-01-23
VANGUARD INTER TERM TREAS ETF P 2021-02-25 2025-02-10
VANGUARD INTER TERM TREAS ETF P 2021-02-25 2025-02-14
VANGUARD INTER TERM TREAS ETF P 2021-02-25 2025-03-11
VANGUARD INTER TERM TREAS ETF P 2023-06-30 2025-03-11
VANGUARD INTER TERM TREAS ETF P 2023-06-30 2025-10-17
VANGUARD INTER TERM TREAS ETF P 2023-06-30 2025-12-17
VANGUARD MID-CAP ETF P 2023-06-05 2025-01-23
VANGUARD MID-CAP ETF P 2023-06-05 2025-12-17
VANGUARD RUSSELL 1000 GROWTH ETF P 2023-11-10 2025-01-23
VANGUARD RUSSELL 1000 GROWTH ETF P 2023-11-10 2025-02-14
VANGUARD RUSSELL 1000 GROWTH ETF P 2023-11-10 2025-04-08
VANGUARD RUSSELL 1000 GROWTH ETF P 2024-06-21 2025-04-08
VANGUARD RUSSELL 1000 GROWTH ETF P 2024-06-21 2025-06-27
VANGUARD RUSSELL 1000 GROWTH ETF P 2024-06-21 2025-12-17
VANGUARD RUSSELL 1000 GROWTH ETF P 2025-01-24 2025-12-17
VANGUARD RUSSELL 1000 VALUE ETF P 2023-11-10 2025-02-14
VANGUARD RUSSELL 1000 VALUE ETF P 2023-11-10 2025-04-08
VANGUARD RUSSELL 1000 VALUE ETF P 2024-06-21 2025-04-08
VANGUARD RUSSELL 1000 VALUE ETF P 2024-06-21 2025-06-27
VANGUARD RUSSELL 1000 VALUE ETF P 2024-06-21 2025-08-22
VANGUARD RUSSELL 1000 VALUE ETF P 2024-06-26 2025-08-22
VANGUARD RUSSELL 1000 VALUE ETF P 2024-08-23 2025-08-22
VANGUARD RUSSELL 1000 VALUE ETF P 2024-10-18 2025-12-17
VANGUARD RUSSELL 2000 ETF P 2023-12-18 2025-02-14
VANGUARD RUSSELL 3000 ETF P 2024-11-08 2025-04-08
VANGUARD SHORT-TERM TREAS ETF P 2024-09-20 2025-03-11
VANGUARD SHORT-TERM TREAS ETF P 2025-04-08 2025-08-22
VANGUARD SHORT-TERM TREAS ETF P 2025-04-08 2025-09-22
VANGUARD SHORT-TERM TREAS ETF P 2025-04-08 2025-09-22
VANGUARD SHORT-TERM TREAS ETF P 2025-04-08 2025-10-17
VANGUARD SHORT-TERM TREAS ETF P 2025-06-27 2025-10-17
VANGUARD TOTAL WORLD STK ETF P 2025-10-17 2025-12-17
VERIZON COMMUNICATIONS INC P 2024-04-02 2025-05-01
VERIZON COMMUNICATIONS INC P 2024-04-03 2025-05-01
VERIZON COMMUNICATIONS INC P 2024-06-27 2025-05-01
WALMART INC P 2023-06-05 2025-07-25
WCM FOCUSED INTERNATIONAL GROWTH FUND CLASS INSTL P 2024-08-07 2025-02-14
WCM FOCUSED INTERNATIONAL GROWTH FUND CLASS INSTL P 2024-08-07 2025-03-11
WCM FOCUSED INTERNATIONAL GROWTH FUND CLASS INSTL P 2024-08-07 2025-12-17
WELLS FARGO & CO NEW P 2023-06-05 2025-11-19
YUM! BRANDS INC P 2023-09-29 2025-02-04
YUM! BRANDS INC P 2023-10-02 2025-02-04
YUM! BRANDS INC P 2023-10-02 2025-10-31
YUM! BRANDS INC P 2023-10-03 2025-10-31
YUM! BRANDS INC P 2024-06-27 2025-10-31
YUM! BRANDS INC P 2024-06-27 2025-11-03
ADJUSTMENT FOR ROUDING P 2025-01-01 2025-12-31
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 1,024   830 194
b 590   612 -22
c 295   311 -16
d 997   1,242 -245
e 499   633 -134
250   317 -67
250   317 -67
250   314 -64
1,150   1,102 48
957   918 39
889   503 386
1,370   671 699
1,146   981 165
874   827 47
1,265   1,195 70
690   657 33
8,831   8,412 419
334   318 16
6,012   5,747 265
70   67 3
11,722   11,193 529
165   159 6
175   168 7
186   176 10
180   167 13
180   173 7
182   181 1
172   170 2
168   166 2
170   169 1
173   169 4
182   179 3
365   359 6
162   159 3
174   173 1
185   186 -1
164   167 -3
178   179 -1
185   187 -2
183   183 0
189   191 -2
177   178 -1
220   175 45
583   433 150
583   433 150
598   433 165
295   216 79
621   603 18
3,361   3,575 -214
99   106 -7
4,845   5,440 -595
208   231 -23
695   748 -53
381   435 -54
1,184   852 332
1,154   696 458
2,066   721 1,345
1,038   480 558
865   434 431
1,642   561 1,081
1,134   321 813
913   240 673
1,047   260 787
2,299   607 1,692
575   384 191
804   576 228
268   192 76
268   192 76
279   192 87
279   194 85
554   383 171
816   558 258
791   668 123
289   243 46
2,875   2,511 364
2,399   2,086 313
2,182   1,914 268
10,383   8,795 1,588
435   372 63
7,544   6,679 865
13,991   12,476 1,515
937   873 64
598   557 41
3,316   3,266 50
40   39 1
634   596 38
359   401 -42
299   336 -37
239   271 -32
60   68 -8
767   886 -119
354   415 -61
177   208 -31
649   756 -107
178   206 -28
357   453 -96
59   76 -17
241   304 -63
945   846 99
1,089   1,058 31
1,155   1,058 97
350   318 32
700   646 54
249   258 -9
747   860 -113
2,454   1,288 1,166
780   322 458
93   77 16
423   334 89
254   230 24
107   114 -7
155   174 -19
118   131 -13
237   215 22
705   648 57
285   267 18
14   14 0
3,441   3,456 -15
1,476   1,458 18
1,160   877 283
383   292 91
1,047   877 170
877   788 89
677   631 46
982   930 52
574   555 19
8,529   8,999 -470
514   519 -5
594   665 -71
12   14 -2
704   703 1
892   1,389 -497
5,742   8,750 -3,008
365   472 -107
1,185   1,327 -142
91   101 -10
9,934   11,200 -1,266
1,094   1,022 72
91   88 3
1,003   1,033 -30
182   187 -5
1,732   1,666 66
863   847 16
6,944   6,629 315
365   348 17
8,040   7,710 330
1,503   1,452 51
3,806   3,264 542
7,822   6,724 1,098
152   119 33
228   175 53
835   673 162
88   61 27
2,201   1,689 512
1,590   1,423 167
5,165   4,710 455
329   245 84
460   344 116
1,710   1,283 427
6,004   4,442 1,562
6,069   5,545 524
393   383 10
3,349   2,239 1,110
636   595 41
2,571   2,479 92
676   589 87
1,831   1,622 209
1,326   1,086 240
1,076   1,109 -33
1,781   769 1,012
790   372 418
1,725   819 906
9   4 5
74   52 22
71   50 21
692   435 257
9   6 3
1,881   1,242 639
63   41 22
420   213 207
60   29 31
2,934   1,742 1,192
1,321   911 410
1,784   1,279 505
903   639 264
891   750 141
940   733 207
1,288   1,366 -78
1,271   1,380 -109
847   1,124 -277
847   954 -107
704   532 172
232   177 55
234   177 57
1,078   1,130 -52
180   222 -42
940   866 74
627   578 49
310   289 21
2,003   2,080 -77
2,236   3,423 -1,187
580   880 -300
580   896 -316
3,297   2,699 598
1,043   669 374
815   431 384
326   173 153
1,129   585 544
896   431 465
363   157 206
1,165   1,030 135
913   836 77
1,120   859 261
1,681   1,288 393
280   226 54
1,117   902 215
884   677 207
1,179   1,027 152
1,473   1,179 294
847   429 418
840   429 411
1,726   752 974
244   107 137
244   120 124
486   215 271
729   360 369
902   360 542
1,772   719 1,053
295   120 175
241   120 121
1,207   539 668
724   329 395
241   146 95
1,334   1,021 313
1,748   1,574 174
3,048   2,736 312
291   263 28
172   169 3
763   641 122
244   205 39
1,382   1,253 129
13,104   11,562 1,542
674   599 75
653   600 53
539   503 36
761   695 66
564   482 82
225   193 32
112   96 16
798   669 129
495   517 -22
124   145 -21
124   145 -21
125   145 -20
250   295 -45
250   276 -26
623   690 -67
737   772 -35
2,393   2,775 -382
11,374   13,291 -1,917
46   54 -8
176   205 -29
175   204 -29
5   6 -1
146   169 -23
135   155 -20
138   156 -18
150   170 -20
138   155 -17
149   166 -17
159   177 -18
146   163 -17
168   187 -19
144   159 -15
159   173 -14
173   188 -15
2,850   3,100 -250
53   58 -5
30   33 -3
178   205 -27
164   192 -28
143   169 -26
150   171 -21
147   168 -21
157   182 -25
137   161 -24
143   168 -25
149   180 -31
130   156 -26
140   170 -30
147   177 -30
146   176 -30
145   179 -34
132   163 -31
149   167 -18
128   150 -22
116   137 -21
109   132 -23
123   152 -29
109   134 -25
115   140 -25
126   153 -27
107   133 -26
172   213 -41
2   3 -1
126   157 -31
109   134 -25
113   136 -23
98   115 -17
107   128 -21
90   108 -18
99   120 -21
106   130 -24
94   115 -21
100   120 -20
112   134 -22
102   121 -19
236   279 -43
65   77 -12
50   59 -9
121   143 -22
106   121 -15
105   117 -12
115   124 -9
130   132 -2
112   114 -2
115   113 2
111   112 -1
573   577 -4
122   120 2
139   130 9
126   115 11
104   100 4
127   121 6
126   120 6
96   95 1
123   119 4
116   113 3
114   112 2
130   152 -22
21,152   20,465 687
113   132 -19
1,297   1,023 274
10,912   8,608 2,304
614   616 -2
1,194   1,168 26
1,777   1,752 25
585   584 1
146   152 -6
1,261   1,364 -103
420   505 -85
141   168 -27
423   503 -80
336   375 -39
670   749 -79
4,319   4,062 257
490   289 201
1,070   769 301
2,023   2,598 -575
425   557 -132
425   523 -98
978   1,128 -150
5,612   5,432 180
329   325 4
1,400   1,052 348
1,920   1,962 -42
70   73 -3
1,122   1,180 -58
283   295 -12
623   298 325
830   369 461
1,090   369 721
545   184 361
516   388 128
129   98 31
254   196 58
618   391 227
309   196 113
1,048   699 349
1,077   693 384
704   598 106
474   399 75
221   199 22
1,611   1,929 -318
403   570 -167
1,851   3,500 -1,649
1,058   1,923 -865
529   986 -457
529   1,140 -611
793   1,698 -905
529   1,133 -604
529   1,158 -629
264   481 -217
264   487 -223
529   1,034 -505
4,160   4,023 137
120   115 5
1,148   1,136 12
1,976   1,843 133
57   53 4
2,959   2,792 167
14   14 0
32   31 1
32   31 1
34   31 3
39   35 4
35   33 2
58   57 1
29   28 1
24   23 1
26   25 1
32   31 1
29   28 1
38   37 1
30   30 0
24   24 0
26   27 -1
36   36 0
20   20 0
36   35 1
37   36 1
33   33 0
580   679 -99
4,833   5,635 -802
1,575   1,833 -258
2,073   2,073 0
14,511   14,373 138
5,799   5,632 167
1,622   1,584 38
554   420 134
583   420 163
962   652 310
642   434 208
3,787   3,258 529
673   673 0
4,127   3,561 566
717   562 155
119   107 12
1,113   857 256
4,011   3,558 453
149   149 0
2,815   2,541 274
3,010   2,618 392
89   77 12
2,745   2,514 231
1,015   934 81
732   638 94
4,445   5,314 -869
5,565   5,565 0
5,230   5,223 7
3,883   3,873 10
1,530   1,539 -9
4,065   4,084 -19
1,591   1,586 5
839   825 14
1,086   1,061 25
695   684 11
912   856 56
1,165   600 565
1,703   1,677 26
2,613   2,716 -103
726   717 9
1,181   570 611
790   749 41
132   125 7
414   375 39
1,243   1,109 134
276   265 11
278   265 13
    8 -8
13,199     13,199
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       194
b       -22
c       -16
d       -245
e       -134
      -67
      -67
      -64
      48
      39
      386
      699
      165
      47
      70
      33
      419
      16
      265
      3
      529
      6
      7
      10
      13
      7
      1
      2
      2
      1
      4
      3
      6
      3
      1
      -1
      -3
      -1
      -2
      0
      -2
      -1
      45
      150
      150
      165
      79
      18
      -214
      -7
      -595
      -23
      -53
      -54
      332
      458
      1,345
      558
      431
      1,081
      813
      673
      787
      1,692
      191
      228
      76
      76
      87
      85
      171
      258
      123
      46
      364
      313
      268
      1,588
      63
      865
      1,515
      64
      41
      50
      1
      38
      -42
      -37
      -32
      -8
      -119
      -61
      -31
      -107
      -28
      -96
      -17
      -63
      99
      31
      97
      32
      54
      -9
      -113
      1,166
      458
      16
      89
      24
      -7
      -19
      -13
      22
      57
      18
      0
      -15
      18
      283
      91
      170
      89
      46
      52
      19
      -470
      -5
      -71
      -2
      1
      -497
      -3,008
      -107
      -142
      -10
      -1,266
      72
      3
      -30
      -5
      66
      16
      315
      17
      330
      51
      542
      1,098
      33
      53
      162
      27
      512
      167
      455
      84
      116
      427
      1,562
      524
      10
      1,110
      41
      92
      87
      209
      240
      -33
      1,012
      418
      906
      5
      22
      21
      257
      3
      639
      22
      207
      31
      1,192
      410
      505
      264
      141
      207
      -78
      -109
      -277
      -107
      172
      55
      57
      -52
      -42
      74
      49
      21
      -77
      -1,187
      -300
      -316
      598
      374
      384
      153
      544
      465
      206
      135
      77
      261
      393
      54
      215
      207
      152
      294
      418
      411
      974
      137
      124
      271
      369
      542
      1,053
      175
      121
      668
      395
      95
      313
      174
      312
      28
      3
      122
      39
      129
      1,542
      75
      53
      36
      66
      82
      32
      16
      129
      -22
      -21
      -21
      -20
      -45
      -26
      -67
      -35
      -382
      -1,917
      -8
      -29
      -29
      -1
      -23
      -20
      -18
      -20
      -17
      -17
      -18
      -17
      -19
      -15
      -14
      -15
      -250
      -5
      -3
      -27
      -28
      -26
      -21
      -21
      -25
      -24
      -25
      -31
      -26
      -30
      -30
      -30
      -34
      -31
      -18
      -22
      -21
      -23
      -29
      -25
      -25
      -27
      -26
      -41
      -1
      -31
      -25
      -23
      -17
      -21
      -18
      -21
      -24
      -21
      -20
      -22
      -19
      -43
      -12
      -9
      -22
      -15
      -12
      -9
      -2
      -2
      2
      -1
      -4
      2
      9
      11
      4
      6
      6
      1
      4
      3
      2
      -22
      687
      -19
      274
      2,304
      -2
      26
      25
      1
      -6
      -103
      -85
      -27
      -80
      -39
      -79
      257
      201
      301
      -575
      -132
      -98
      -150
      180
      4
      348
      -42
      -3
      -58
      -12
      325
      461
      721
      361
      128
      31
      58
      227
      113
      349
      384
      106
      75
      22
      -318
      -167
      -1,649
      -865
      -457
      -611
      -905
      -604
      -629
      -217
      -223
      -505
      137
      5
      12
      133
      4
      167
      0
      1
      1
      3
      4
      2
      1
      1
      1
      1
      1
      1
      1
      0
      0
      -1
      0
      0
      1
      1
      0
      -99
      -802
      -258
      0
      138
      167
      38
      134
      163
      310
      208
      529
      0
      566
      155
      12
      256
      453
      0
      274
      392
      12
      231
      81
      94
      -869
      0
      7
      10
      -9
      -19
      5
      14
      25
      11
      56
      565
      26
      -103
      9
      611
      41
      7
      39
      134
      11
      13
      -8
      13,199
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 51,636
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 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) 1 979
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........................... 3 979
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- ..... 5 979
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 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....... 9 979
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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)
CA
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 2025 or the taxable year beginning in 2025? 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 addressN/A
14
The books are in care ofLAURIE SKIPPER Telephone no. (602) 808-8600

Located at2390 E CAMELBACK RD410PHOENIXAZ ZIP+485016
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
950,570
b
Average of monthly cash balances.......................
1b
30,698
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
981,268
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
981,268
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
14,719
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
966,549
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
48,327
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
48,327
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
979
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
979
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
47,348
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
47,348
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
47,348
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, line 26, column (d) ..........
1a
161,583
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
161,583
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 47,348
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 49,180
b From 2021...... 8,864
c From 2022...... 6,650
d From 2023...... 41,366
e From 2024...... 62,576
f Total of lines 3a through e ........ 168,636
4Qualifying distributions for 2025 from Part
XI, line 4: $ 161,583
a Applied to 2024, 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 2025 distributable amount..... 47,348
e Remaining amount distributed out of corpus 114,235
5 Excess distributions carryover applied to 2025. 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 5 282,871
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		49,180
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		233,691
10 Analysis of line 9:
a Excess from 2021 .... 8,864
b Excess from 2022 .... 6,650
c Excess from 2023 .... 41,366
d Excess from 2024 .... 62,576
e Excess from 2025 .... 114,235
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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

AMERICAN HEART ASSOCIATION

1910 W UNIVERSITY DRIVE SUITE 205
TEMPE,AZ85281 		NONE   AMERICAN HEART ASSOCIATION'S KIDS HEART CHALLENGE 760

ARIZONA COMMUNITY FOUNDATION-VALLEY PARTNERSHIP CHARITABLE FUND

2201 E CAMELBACK ROAD SUITE 405B
PHOENIX,AZ85016 		NONE   LEAD, SERVE, AND COLLABORATE TO MOBILIZE ENDURING PHILANTHROPY FOR A BETTER ARIZONA. 1,000

DEVEREUX ADVANCED BEHAVIORAL HEALTH

4000 N CENTRAL AVE SUITE 100
PHOENIX,AZ85012 		NONE   PROVIDES SERVICE TO CHILDREN AND ADULTS WITH EMOTIONAL AND MENTAL ILLNESS. 7,002

FAMILIES RAISING HOPE

312 E BROOK HOLLOW DRIVE
PHOENIX,AZ85022 		NONE   SUPPORT FAMILIES GOING THROUGH CANCER 5,100

FAMILY PROMISE

1600 N DOWNING ST SUITE 500
DENVER,CO80218 		NONE   HELPS FAMILY AT RISK OR EXPERIENCING HOMELESSNESS 1,117

FRATERNAL ORDER OF POLICE

10210 N 32ND ST C200
PHOENIX,AZ85028 		NONE   SUPPORTS COPS AND KIDS PROGRAMS THAT PROVIDE POLICE DEPARTMENTS WITH TOOLS AND FUNDING TO IMPLEMENT COMMUNITY SERVICE PROGRAMS. 2,000

JUDI'S HOUSE

10125 E 25TH AVE
AURORA,CO80010 		NONE   HELPS CHILDREN AND FAMILIES GRIEVING A DEATH FIND COMFORT AND HEALING 1,727

MILE HIGH YOUTH CORPS

1801 FEDERAL BLVD
DENVER,CO80204 		NONE   BUILDING FUTURES SPONSORSHIP COMMUNITY ARCHITECT TIER 1,000

NEW SONG

1510 E FLOWER ST
PHOENIX,AZ85014 		NONE   HELPING FAMILIES HEAL. SUPPORT FOR CHILDREN, TEENS & ADULTS GRIEVING THE DEATH OF A LOVED ONE. 810

SAGUAROS CHILDREN'S CHARITIES INC

4400 N SCOTTSDALE RD 9-725
SCOTTSDALE,AZ85251 		NONE   SUPPORTS LOCAL CHILDREN'S CHARITIES 3,000

SARRC

8300 N 18TH ST
PHOENIX,AZ85006 		NONE   LEADING THE WAY TO BETTER UNDERSTAND, TREAT, AND IMPROVE THE LIFE FOR PEOPLE WITH AUTISM BY PROVIDING A LIFETIME OF SUPPORT. 3,000

ST MARY'S FOOD BANK

2831 N 31ST AVENUE
PHOENIX,AZ85009 		NONE   FOOD BANK FOR HOMELESS. 250

STILLPOINT FAMILY RESOURCES

PO BOX 5103
WEST HILLS,CA91308 		NONE   SUPPORTING THE UNDER SERVED WITH COUNSELING AND OTHER RESOURCES. 1,500

WILSON SCHOOL DISTRICT

2929 E FILLMORE ST
PHOENIX,AZ85008 		NONE   PJ ANGEL PROGRAM THAT PROVIDES PJ'S TO ALL STUDENTS. 2,000

ROCKY MOUNTAIN PREP

2480 W 26TH AVE SUITE 360-B
DENVER,CO80211 		NONE   LEND A HAND TO LITERACY PROJECT - BUILDING SCHOOL LIBRARY 123,515

AMERICAN FOUNDATION FOR SUICIDE PREVENTION

199 WATER ST FLOOR 1
NEW YORK,NY10038 		NONE   GIVES THOSE AFFECTED BY SUICIDEA NATIONWIDE COMMUNITY EMPOWERED BY RESEARCH, EDUCATION AND ADVOCACY TO TAKE ACTION AGAINST THIS LEADING CAUSE OF DEATH. 100

FEEDING SAN DIEGO

9477 WAPLES ST STE 100
SAN DIEGO,CA92121 		NONE   CONNECTING PEOPLE FACING HUNGER WITH NUTRITIOUS MEALS BY MAXIMAZING FOOD RESCUE - GTGT MATCHING DONATION 250

NEWCOMB ACADEMY FOUNDATION

3351 VAL VERDE AVE
LONG BEACH,CA90808 		NONE   STRENGTHEN SCHOOL COMMUNITY BY PROVIDING FINANCIAL SUPPORT FOR EDUCATIONENRICHMENT PROGRAMS AND OPPORTUNITIES THAT ENHANCE THE OVERALL EDUCATION EXPERIENCE FOR OUR STUDENTS - GTGT MATCHING DONATION 75

THE BLACK SANTA PROJECT

2836 WELTON ST
DENVER,CO80205 		NONE   MAKING EVERY CHILD FEEL SEEN, LOVED, AND INCLUDED DURING THE MOST MAGICAL TIME OF THE YEAR - CHRISTMAS PRESENTS. 1,202

SCAT BOOSTER INC

6250 N 82ND ST
SCOTTSDALE,AZ85250 		NONE   SAGUARO CREATIVE ARTS THEATER - GTGT MATCHING DONATION 100

BRENT'S PLACE

11980 E 16TH AVE
AURORA,CO80010 		NONE   TO BE A SAFE, SUPPORTIVE, LONG-TERM HOME FILLED WITH HOPE FOR FAMILIES FACING A LIFE-THREATENING MEDICAL CRISIS - BOW & ARROW SET 42

THE LOVVE PROJECT

1316 S ELM ST
DENVER,CO80222 		NINE   HEALTHY FOOD RESOURCE FOR FAMILIES AND 3 ELEMENTARY SCHOOL IN DENVER 2,768

BOYS & GIRLS CLUB OF THE VALLEY

4309 E BELLEVIEW ST BLDG 14
PHOENIX,AZ85008 		NONE   EMPOWERS YOUNG PEOPLE, ESPECIALLY THOSE WHO NEED US MOST, TO REACH THEIR FULL POTENTIAL AS PROUCTIVE, CARING, RESPONSIBLE MEMBERS OF THE COMMUNITY - GTGT MATCHING DONATION 250

ARIZONA 5 ARTS CIRCLE

3104 E CAMELBACK RD 157
PHOENIX,AZ85018 		NONE   ARIZONA'S PREMIER PHILANTHROPIC ORGANIZATION SUPPORTING THE ARTS COMMUNITY - GTGT MATCHING DONATION 250

THE FOSTER ALLIANCE

3110 E THUNDERBIRD RD 100
PHOENIX,AZ85032 		NONE   SUPPORT THE FOSTER CARE COMMUNITY BY PROVIDING ESSENTIALS TO BENEFIT CHILDREN IN FOSTER CARE - TOY DRIVE 2,135
Total ................................. 3a 160,953
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 25,245  
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 51,636  
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 76,881 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
76,881
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
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

Attach to Form 990, 990-EZ, or 990-PF.
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 ......... $  
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. 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
ANDREW LAURIE SKIPPER
926 W SPRAGUE AVE 308
 
SPOKANE, WA99201

$ 50,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
BRUCE POMEROY
14956 CAMAROSA DR
 
PACIFIC PALISADES, CA90272

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
JULIE ALPERT
6327 E EXETER BLVD
 
SCOTTSDALE, AZ85251

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
LRICO SERVICES
 
2416 E 37TH ST N
 
WICHITA, KS67219

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
EVERGREEN DEVELOPMENT CO - 2024 LLC
 
2390 E CAMELBACK RD SUITE 410
 
PHOENIX, AZ85016

$ 8,125


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
RD PIPELINE CONSTRUCTION INC
 
9555 RALSON ROAD
 
ARCADIA, CA80003

$ 5,000


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
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
7
MT BUILDERS LLC
 
8434 N 90TH STREET STE 150
 
SCOTTSDALE, AZ85258

$ 7,000


(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 2025 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 2025 InvestmentsCorpStockSchedule
Name:
EVERGREEN DEVELOPMENT FOUNDATION
EIN:
20-1812585
Name of Stock End of Year Book Value End of Year Fair Market Value
INVESTMENTS 990,541 990,541

TY 2025 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 55 0   0
BANK FEES 644 0   0


TY 2025 OtherIncreasesSchedule
Name:
EVERGREEN DEVELOPMENT FOUNDATION
EIN:
20-1812585
Description Amount
INCREASE IN VALUE OF INVESTMENTS 74,088


TY 2025 OtherProfessionalFeesSchedule
Name:
EVERGREEN DEVELOPMENT FOUNDATION
EIN:
20-1812585
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MANAGEMENT FEES 6,203 6,203   0


TY 2025 SubstantialContributorsSch
Name:
EVERGREEN DEVELOPMENT FOUNDATION
EIN:
20-1812585
Name Address
EVERGREEN DEVELOPMENT CO - 2023 LLC
  		2390 E CAMELBACK RD SUITE 410
PHOENIX,AZ85016


TY 2025 TaxesSchedule
Name:
EVERGREEN DEVELOPMENT FOUNDATION
EIN:
20-1812585
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX PAID 251 251   0
EXCISE TAXES 630 0   630