2025-11-03T18:23:36-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990PF 2024-01-01 830879500 EVANS VENTURE FOUNDATION EVAN 3605787944 1318 RIVER ROAD LONGVIEW WA 98632 SHARON BERGMAN PRESIDENT 3605787944 2025-11-03 1 1 WENDY CAMPOS P00448102 5032421447 2025-11-03 2024 2025-03-06 01:10:19Z X 3342478 X X 55076 55076 47794 47794 -182766 0 -79896 102870 0 0 0 10000 5000 5000 7201 7201 0 42444 42444 0 59645 54645 5000 306000 306000 365645 54645 311000 -445541 48225 565123 280837 280837 424798 424142 560613 197434 207322 215548 3500921 3326824 2285480 4688276 4239125 3342478 0 0 X 0 0 0 0 4688276 4239125 4688276 4239125 4688276 4239125 4688276 -445541 0 4242735 3610 4239125 EF FUSION VENTURES LLC P -182766 -182766 -182766 670 0 670 0 670 0 0 0 0 0 37 707 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 1 0 1 NONE THE FOUNDATION 3605787944 1318 RIVER ROAD LONGVIEW WA 98632 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHARON BERGMAN 1318 RIVER ROAD LONGVIEW WA 98632 PRESIDENT 1.00 0 0 0 MASON EVANS 1318 RIVER ROAD LONGVIEW WA 98632 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 690794 541843 3107222 4339859 1750605 0 4339859 65098 4274761 213738 213738 670 670 213068 0 213068 0 213068 311000 0 311000 213068 305687 0 0 311000 305687 0 0 5313 0 0 0 0 0 0 0 0 207755 0 0 0 SHARON BERGMAN MASON EVANS X HUMANE SOCIETY OF COWLITZ COUNTY 909 COLUMBIA BLVD LONGVIEW WA 98632 N/A PC SHELTER AND RESOURCES 50000 EMERGENCY SUPPORT SHELTER 1330 11TH AVE LONGVIEW WA 98632 N/A PC SHELTER AND RESOURCES 35000 KELSO PUBLIC SCHOOLS FOUNDATION PO BOX 344 KELSO WA 98626 N/A PC EDUCATION 35000 LOWER COLUMBIA COLLEGE FOUNDATION PO BOX 3010 LONGVIEW WA 98632 N/A PC EDUCATION 35000 RA LONG HIGH SCHOOL 2903 NICHOLS BLVD LONGVIEW WA 98632 N/A GOV EDUCATION 35000 COWLITZ COUNTY CASA 1024 BROADWAY LONGVIEW WA 98632 N/A PC CHILD ADVOCACY 20000 FISH OF COWLITZ COUNTY PO BOX 135 LONGVIEW WA 98632 N/A PC HUNGER 20000 EAT AND THRIVE 362 CEMETARY RD KALAMA WA 98625 N/A PC ANIMAL SHELTER 15000 PEACEHEALTHSJMCF GIFT PROCESSING LOCKBOX 1096 PO BOX 35146 SEATTLE WA 98124 N/A PC HEALTH 15000 YOUTH & FAMILY LINK 907 DOUGLAS ST LONGVIEW WA 98632 N/A PC SOCIAL SERVICES 15000 TOUTLE LAKE SCHOOL DISTRICT 5050 SPIRIT LAKE HWY TOUTLE LAKE WA 98649 N/A GOV EDUCATION 6000 COMMUNITY HEALTH PARTNERS 945 WASHINGTON WAY SUITE 141 LONGVIEW WA 98632 N/A PC HEALTH 5000 HELLO LIFE 1105 15TH AVENUE D LONGVIEW WA 98632 N/A PC SOCIAL SERVICES 5000 JANUS YOUTH PROGRAMS 202 WASHINGTON ST LONGVIEW WA 98632 N/A PC SOCIAL SERVICES 5000 ST ROSE CATHOLIC CHURCH 701 26TH AVE LONGVIEW WA 98632 N/A PC EDUCATION 5000 SALVATION ARMY PO BOX 1218 LONGVIEW WA 98632 N/A PC SOCIAL SERVICES 5000 306000 0 14 55076 14 47794 18 -182766 0 -79896 0 -79896 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 10000 5000 5000 EVANS VENTURE FOUNDATIONEIN 83-0879500TAX YEAR ENDING DECEMBER 31, 2024PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM THE TAX YEAR ENDING DECEMBER 31, 2021. 11906 SHARES VANGUARD HIGH-YIELD CORPORATE 61748 64528 14648 SHARES VANGUARD ST INVESTMENT GRADE 145574 151020 833 SHARES ISHARES MSCI USA MIN VOL FACTOR 60300 73962 6060 SHARES SCHWAB US LARGE-CAP GROWTH 90155 168892 4179 SHARES SCHWAB US LARGE-CAP VALUE 94023 108947 1384 SHARES SCHWAB US SMALL CAP 29706 35790 1772 SHARES VANGUARD FTSE DEVELOPED MARKETS 74864 84737 1153 SHARES VANGUARD FTSE EMERGING MARKETS 44965 50778 142 SHARES VANGUARD MID-CAP 30129 37507 50% OF EF FUSION FUND ONE LLC FMV 834228 1034748 20% OF EF FUSION VENTURES LLC FMV 2492596 1250732 PASSTHROUGH NONDEDUCTIBLE EXPENSES 3610 EF FUSION FUND ONE LLC - OTHER DEDUCTIONS 6255 6255 0 EF FUSION VENTURE LLC - OTHER DEDUCTIONS 36189 36189 0 INVESTMENT FEES 7201 7201 0 THE FOUNDATION HAS INVESTED IN 50% OF EF FUSION FUND ONE, LLC AND 20% OF EF FUSION VENTURES, LLC. THE SOLE ASSETS OF EACH LLC ARE LOWER TIER LLC'S ULTIMATELY OWNING NUMEROUS CLOSELY-HELD COMPANIES, PRIMARILY CONSISTING OF C-CORPORATION STOCK. THE GROSS UNDISCOUNTED VALUE OF THESE INVESTMENTS IS $4,036,085 AT DECEMBER 31, 2024. THE NET VALUE OF THE INVESTMENTS AS REPORTED FOR PURPOSES OF PART IX, LINE 1C IS $2,285,480 AND INCLUDES NON-MARKETABILITY, NON-VOTING AND PRICE-TO-NAV DISCOUNTS AGGREGATING $1,750,605 AT DECEMBER 31, 2024. GIVEN THE NATURE AND PROPORTIONS OWNED OF THE UNDERLYING INVESTMENTS, THE FOUNDATION HAS DETERMINED THESE DISCOUNTS ARE NECESSARY TO REASONABLY REPRESENT THE PRICE AT WHICH THE PROPERTY WOULD CHANGE HANDS BETWEEN A WILLING BUYER AND A WILLING SELLER, NEITHER BEING UNDER ANY COMPULSION TO BUY OR TO SELL AND BOTH HAVING REASONABLE KNOWLEDGE OF RELEVANT FACTS.