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← EVERGREEN CHARITABLE & EDUCATIONAL FOUNDATION INC

Form 990 for tax year 2023

Filed by EVERGREEN CHARITABLE & EDUCATIONAL FOUNDATION INC.

Totals

Total revenue
$722,743
Total expenses
$650,273
Contributions and grants received
$95,652
Grants paid
$642,223
Program service revenue
$0
Investment income
$627,091
Other revenue
$0
Total assets, end of year
$8,268,436
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$8,268,436
Program services expenses (Part IX)
$644,640
Management and general expenses
$5,633
Fundraising expenses
$0
Program service expenses (Part III)
$644,640

Program services were 99.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $95,652

  • 3 · Investment income

    total $600,240 · unrelated business -$19,717 · excluded $619,957

  • 7a · Gross sales of assets other than inventory

    securities $27,385

  • 7b · Less cost or other basis and sales expenses

    securities $534

  • 7c · Gain or loss

    securities $26,851

  • 7d · Net gain or loss

    total $26,851 · excluded $26,851

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $451,236 · program services $451,236

  • 3 · Grants to foreign organizations and individuals

    total $190,987 · program services $190,987

  • 11c · Fees: accounting

    total $3,215 · management and general $3,215

  • 13 · Office expenses

    total $4,835 · program services $2,417 · management and general $2,418

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $707,331 · end of year $777,297

  • 11 · Investments: publicly traded securities

    beginning of year $6,543,736 · end of year $6,137,677

  • 15 · Other assets

    beginning of year $1,304,213 · end of year $1,353,462

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $8,555,280 · end of year $8,268,436

Mission and programs · 2023

Mission

TO ASSIST CHILDREN AT RISK IN ROMANIA AND AMERICA.

  • PROVIDE SUPPORT TO ORGANIZATIONS INVOLVED IN THE SUPPORT OF ROMANIAN CHARITABLE ORGANIZATIONS. THIS INCLUCES THE OPERATION AND FUNDING OF ORPHANAGES IN ROMANIA. THE FOUNDATION FOCUSES ON SUPPORTING ORGANIZATIONS PROVIDING A FAMILY ENVIRONMENT FOR CARE, EDUCATION, AND SAFETY OF ROMANIAN CHILDREN FROM ORPHANAGES AND BROKEN HOMES. THE FOUNDATION'S GOAL IS TO SUPPORT CHILDREN IN A WAY TO ALLOW THEM TO BE COME POSITIVE SELF-SUFFICIENT ADULTS.

    Expenses $644,640 · Grants $642,223

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jerry McCandless

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Cleve Gambil

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Dr Steve Hodge

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Karen Hunt

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Beth Floyd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Murray McCandless

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Ralph Barringer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Scott Turner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Steve Vanzant

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Lori Erbatu

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Kendrick McCandless

    SECRETARY

    Total calculated
    $0
    Hours/week
    40

  • Jennifer Lanham

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Mary Turner

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2023
Filed
5 November 2024
IRS schema version
2023v5.1
Source object
202443139349302174

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