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EVERGREEN FOUNDATION TRUST: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
EVERGREEN FOUNDATION TRUST (EIN 25-6581573)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-09-01
IRS object ID
202202449349101010
Schema version
2021v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-09-01T13:33:46-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232456491PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1St Clair & Associates PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 One Norwegian PlazaAddressLine1Txt
CityPottsvilleCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17901ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN256581573EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Evergreen FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEVERBusinessNameControlTxt
Phone7179684215PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1549 Carlisle StreetAddressLine1Txt
CityHanoverCityNm
State AbbreviationPAStateAbbreviationCd
ZIP17331ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWarren F Miller JrPersonNm
Person TitleTrusteePersonTitleTxt
Signature2022-09-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWarren FPersonFirstNm
Person LastMiller JrPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWilliam E Kirwan CPAPreparerPersonNm
PTINP01277391PTIN
Phone5706222464PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$8InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$8InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$8InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$8,270DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,270DividendsNetInvstIncmAmt
Dividends Adj Net Incm$8,270DividendsAdjNetIncmAmt
Total Rev And Expnss$8,278TotalRevAndExpnssAmt
Total Net Invst Incm$8,278TotalNetInvstIncmAmt
Total Adj Net Incm$8,278TotalAdjNetIncmAmt
Other Expenses Rev And Expnss$283OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$283OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$283OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$283TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$283TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$283TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$283TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$283TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$283TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,995ExcessRevenueOverExpensesAmt
Net Investment Income$7,995NetInvestmentIncomeAmt
Adjusted Net Income$7,995AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$75,585SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$83,580SavAndTempCashInvstEOYAmt
Corporate Stock BOY$224,607CorporateStockBOYAmt
Corporate Stock EOY$224,607CorporateStockEOYAmt
Total Assets BOY$300,192TotalAssetsBOYAmt
Total Assets EOY$308,187TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$300,192CapitalStockBOYAmt
Capital Stock EOY$308,187CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$300,192TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$308,187TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$300,192TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$308,187TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$300,192TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,995ExcessRevenueOverExpensesAmt
Subtotal$308,187SubtotalAmt
Tot Net Ast Or Fund Balances EOY$308,187TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$111InvestmentIncomeExciseTaxAmt
Subtotal$111SubtotalAmt
Tax Based On Investment Income$111TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$535EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$535TotalPaymentsAndCreditsAmt
Overpayment$424OverpaymentAmt
Applied To ES Tax$424AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Warren F Miller JrBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7179684215PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1549 Carlisle StreetAddressLine1Txt
CityHanoverCityNm
State AbbreviationPAStateAbbreviationCd
ZIP173312162ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Warren F Miller Jr
549 Carlisle StreetHanoverPA17331Trustee0.50$0
Warren F Miller III
549 Carlisle StreetHanoverPA17331Trustee0.00$0
Cynthia M Haas
549 Carlisle StreetHanoverPA17331Trustee0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$203,875AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$78,901AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$282,776TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$282,776AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,242CashDeemedCharitableAmt
Net Vl Noncharitable Assets$278,534NetVlNoncharitableAssetsAmt
Minimum Investment Return$13,927MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$13,927MinimumInvestmentReturnAmt
Tax Based On Investment Income$111TaxBasedOnInvestmentIncomeAmt
Total Tax$111TotalTaxAmt
Distributable Before Adj$13,816DistributableBeforeAdjAmt
Distributable Before Ded$13,816DistributableBeforeDedAmt
Distributable As Adjusted$13,816DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$13,816DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$82,147ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$82,147TotalExcessDistributionCyovAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$13,816ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$13,816ExcessDistributionCyovAppCYAmt
Total Corpus$68,331TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$68,331ExcessDistriCyovToNextYrAmt
Excess From Year4$68,331ExcessFromYear4Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWarren F Miller JrContributingManagerNm
Contributing ManagerWarren F Miller IIIContributingManagerNm
Contributing ManagerCynthia M HaasContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonThe Evergreen FoundationRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1549 Carlisle StreetAddressLine1Txt
CityHanoverCityNm
State AbbreviationPAStateAbbreviationCd
ZIP173312162ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7179684215RecipientPhoneNum
Form And Info And MaterialsLetter with proof of charitable status under IRS Section 501(c)(3) and detailed explanation of grant requested.FormAndInfoAndMaterialsTxt
Submission DeadlinesAnytimeSubmissionDeadlinesTxt
Restrictions On AwardsCharitable EntityRestrictionsOnAwardsTxt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,270ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$8,278ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$8,278TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescInvestment management FeesDesc
Revenue And Expenses Per Books$283RevenueAndExpensesPerBooksAmt
Net Investment Income$283NetInvestmentIncomeAmt
Adjusted Net Income$283AdjustedNetIncomeAmt

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