EVERGREEN FOUNDATION TRUST: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
EVERGREEN FOUNDATION TRUST (EIN 25-6581573)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-09
IRS object ID
201711299349101271
Schema version
2016v3.0
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)
Return2017-05-09T10:58:51-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWilliam E Kirwan CPAPreparerPersonNm
PTINP01277391PTIN
Phone5706222464PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$369,715FMVAssetsEOYAmt
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$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$7,656DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,656DividendsNetInvstIncmAmt
Dividends Adj Net Incm$7,656DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$41,763NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$336,322GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$41,763CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$1,095NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$49,422TotalRevAndExpnssAmt
Total Net Invst Incm$49,422TotalNetInvstIncmAmt
Total Adj Net Incm$8,754TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$464OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$464OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$28TaxesRevAndExpnssAmt
Taxes Net Invst Incm$28TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$15OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$15OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$507TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$507TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$507TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$507TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$48,915ExcessRevenueOverExpensesAmt
Net Investment Income$48,915NetInvestmentIncomeAmt
Adjusted Net Income$8,754AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$35,108SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$162,046SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$162,046SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$288,305CorporateStockBOYAmt
Corporate Stock EOY$210,282CorporateStockEOYAmt
Corporate Stock EOYFMV$207,669CorporateStockEOYFMVAmt
Total Assets BOY$323,413TotalAssetsBOYAmt
Total Assets EOY$372,328TotalAssetsEOYAmt
Total Assets EOYFMV$369,715TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$323,413CapitalStockBOYAmt
Capital Stock EOY$372,328CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$323,413TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$372,328TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$323,413TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$372,328TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$323,413TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$48,915ExcessRevenueOverExpensesAmt
Subtotal$372,328SubtotalAmt
Tot Net Ast Or Fund Balances EOY$372,328TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
TD AmeritradeP2016-01-012016-12-31$946$903$43$43
TD AmeritradeP2000-01-012016-12-31$2,386$2,608-$222-$222
1012.397 Didge & Cox FundsP2000-01-012016-11-03$38,263$38,861-$598-$598
PNC BankP2016-01-012016-12-31$17,093$16,041$1,052$1,052
PNC BankP2000-01-012016-12-31$65,757$73,706-$7,949-$7,949
PNC BankP2000-01-012016-12-31$211,877$162,440$49,437$49,437
FieldValueIRS element (for citing)
Capital Gain Net Income$41,763CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,095NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$148,228AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$448,324NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.33063DistributionYr1Rt
Adjusted Qlfy Distri Yr2$19,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$514,463NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.03693DistributionYr2Rt
Adjusted Qlfy Distri Yr3$18,800AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$426,453NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.04409DistributionYr3Rt
Adjusted Qlfy Distri Yr4$16,800AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$373,889NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04493DistributionYr4Rt
Adjusted Qlfy Distri Yr5$19,326AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$386,710NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04998DistributionYr5Rt
Total Distribution0.506552TotalDistributionRt
Average Distribution0.101310AverageDistributionRt
Net Vl Noncharitable Assets$353,740NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$35,837AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$489NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$36,326AdjNonchrtblNetInvstIncmPctAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$978InvestmentIncomeExciseTaxAmt
Subtotal$978SubtotalAmt
Tax Based On Investment Income$978TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$224EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$224TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$1EsPenaltyAmt
Tax Due$755TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

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 A Miller
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$308,413AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$50,714AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$359,127TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$359,127AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$5,387CashDeemedCharitableAmt
Net Vl Noncharitable Assets$353,740NetVlNoncharitableAssetsAmt
Minimum Investment Return$17,687MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$17,687MinimumInvestmentReturnAmt
Tax Based On Investment Income$978TaxBasedOnInvestmentIncomeAmt
Total Tax$978TotalTaxAmt
Distributable Before Adj$16,709DistributableBeforeAdjAmt
Distributable Before Ded$16,709DistributableBeforeDedAmt
Distributable As Adjusted$16,709DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

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

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$16,709DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$101,432ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$101,432TotalExcessDistributionCyovAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$16,709ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$16,709ExcessDistributionCyovAppCYAmt
Total Corpus$84,723TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$84,723ExcessDistriCyovToNextYrAmt
Excess From Year1$84,723ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWarren F Miller JrContributingManagerNm
Contributing ManagerWarren F Miller IIIContributingManagerNm
Contributing ManagerCynthia A MillerContributingManagerNm

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)
Exclusion1ExclusionCd
Exclusion$3ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion$7,656ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$41,763RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,659ExclusionAmt
Related Or Exempt Function Incm$41,763RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$49,422TotalIncomeProducingActyAmt

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)
DescFiling FeesDesc
Revenue And Expenses Per Books$15RevenueAndExpensesPerBooksAmt
Net Investment Income$15NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryAgency FeesCategoryTxt
Amt$464Amt
Net Investment Income$464NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTaxes PaidCategoryTxt
Amt$28Amt
Net Investment Income$28NetInvestmentIncomeAmt

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