2026-04-03T13:57:09-05:00 2025-09-30 910873571 GREENWOOD OHLUND PS 4241 21ST AVE W SUITE 400 SEATTLE WA 98199 990PF 2024-10-01 261088317 EVERGREEN BUSINESS CAPITAL FOUNDATION EVER 2066223731 13925 INTERURBAN AVE S 100 SEATTLE WA 98168 PATRICIA KIBBE PRESIDENT/CEO 2066223731 2026-04-01 1 1 AMANDA O'ROURKE CPA P01539825 2067821767 2024 2025-03-06 01:10:19Z X X 1250195 X X 39070 39070 171108 711347 171108 210178 210178 0 0 0 8009 8009 0 12578 12578 0 20587 20587 0 100000 100000 120587 20587 100000 89591 189591 12583 15376 15376 195700 187720 328866 449627 436272 441156 297101 405234 464797 955011 1044602 1250195 0 0 X 955011 1044602 955011 1044602 955011 1044602 955011 89591 0 1044602 0 1044602 PUBLICLY TRADED SECURITIES 700635 540239 160396 160396 CAPITAL GAIN DISTRIBUTIONS P 10712 10712 10712 171108 2635 0 2635 0 2635 0 0 0 0 0 32 2667 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 WWW.EVERGREEN504.COM ANNIE LANT-SMITH 2066223731 13925 INTERURBAN AVE S 100 SEATTLE WA 98168 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PATRICIA KIBBE 13925 INTERURBAN AVE S 100 SEATTLE WA 98168 SEATTLE WA 98117 PRESIDENT/CEO 1.00 0 0 0 KEN TAKAHASHI 13925 INTERURBAN AVE S 100 SEATTLE WA 98168 DES MOINES WA 98198 CHAIR 1.00 0 0 0 STACY TOMURO 13925 INTERURBAN AVE S 100 SEATTLE WA 98168 SEATTLE WA 98118 VICE CHAIR 1.00 0 0 0 THOMAS KULJAM 13925 INTERURBAN AVE S 100 SEATTLE WA 98168 LAKEWOOD WA 98499 SECRETARY 1.00 0 0 0 KAREN MCIVER 13925 INTERURBAN AVE S 100 SEATTLE WA 98168 STEILACOOM WA 98388 TREASURER 1.00 0 0 0 RASHAD MORRIS 13925 INTERURBAN AVE S 100 SEATTLE WA 98168 SEATTLE WA 98118 BOARD MEMBER 1.00 0 0 0 AMIT RANADE 13925 INTERURBAN AVE S 100 SEATTLE WA 98168 SEATTLE WA 98148 BOARD MEMBER 1.00 0 0 0 TARA VAGEN 13925 INTERURBAN AVE S 100 SEATTLE WA 98168 SEATTLE WA 98109 BOARD MEMBER 1.00 0 0 0 SARAH HOWARD 13925 INTERURBAN AVE S 100 SEATTLE WA 98168 ANCHORAGE AK 99522 BOARD MEMBER 1.00 0 0 0 DAVID FREDERICK COMBS 13925 INTERURBAN AVE S 100 SEATTLE WA 98168 SEATTLE WA 98178 BOARD MEMBER 1.00 0 0 0 NONE 0 NONE 0 0 1238486 19251 0 1257737 0 0 1257737 18866 1238871 61944 61944 2635 2635 59309 0 59309 0 59309 100000 0 100000 59309 0 0 30262 55227 85489 100000 0 0 0 59309 40691 0 0 126180 0 0 0 0 0 0 0 126180 30262 55227 40691 X EVERGREEN BUSINESS CAPITAL COMMUNITY FINANCE 13925 INTERURBAN AVE S 100 SEATTLE WA 98168 PC FOR ECONOMIC DEVELOPMENT SOLUTIONS THAT SUPPORT SMALL BUSINESS STABILITY, GROWTH, AND JOB CREATION 100000 100000 0 14 39070 14 171108 0 210178 0 210178 0 0 0 0 0 0 0 0 0 1 EVERGREEN BUSINESS CAPITAL 501(C)(4) EVERGREEN BUSINESS CAPITAL HAS THE DIRECT CONTROLLING INTEREST OF THE FOUNDATION. ACCOUNTING 8009 8009 0 AMERICAN CENTURY SHORT DURATION 47346 49214 ARTISAN HIGH INCOME FUND 7956 8026 BAIRD SHORT TERM BOND FUND 208891 206838 BLACKROCK HIGH YIELD PORTFOLIO 22867 22994 EATON VANCE GLOBAL MACRO ABSOLUTE RETURN FUND 35086 36552 FEDERATED HERMES TOTAL RETURN BOND FUND 74005 74491 PAYDEN EMERGING MARKETS BOND FUND 40121 43041 ALPHABET INC 2413 10696 AMAZON.COM INC 3293 7905 APPLE INC 13186 24444 BROADCOM INC 12241 22434 CENCORA INC 2903 5626 COMCAST CORP 9243 6818 CONOCOPHILLIPS 4381 3689 CONSTELLATION BRANDS INC 4189 5252 COSTCO WHOLESALE CORP 329 5554 DEERE & CO 2989 6402 DIGITAL REALTY TRUST INC 3466 4668 DUKE ENERGY CORP 2118 2970 ELEVANCE HEALTH INC 4500 6139 EXXON MOBIL CORP 4035 4172 GOLDMAN SACHS GROUP INC/THE 3000 9556 HOME DEPOT INC 693 9725 JPMORGAN CHASE & CO 2381 9463 L3HARRIS TECHNOLOGIES INC 4905 7635 LINDE PLC 981 2850 MARSH & MCLENNAN COS INC 6652 8464 MARTIN MARIETTA MATERIALS INC 1415 2521 MASTERCARD INC 5954 9101 MERCK & CO INC 6650 5623 META PLATFORMS INC 6091 8813 MICROSOFT CORP 12367 23308 NISOURCE INC 4070 5239 NVIDIA CORP 14744 25375 PALANTIR TECHNOLOGIES INC 7143 9668 PALO ALTO NETWORKS INC 787 4276 PARKER HANNIFIN CORP 5940 6823 PROCTER & GAMBLE CO/THE 4055 6146 PROLOGIS INC 2075 4466 REPUBLIC SERVICES INC 3321 7573 SERVICENOW INC 3215 4601 STARBUCKS CORP 2960 7529 TJX COS INC/THE 4902 9829 UNITEDHEALTH GROUP INC 5389 6561 VALERO ENERGY CORP 1011 3405 VERTEX PHARMACEUTICALS INC 4682 5875 WALT DISNEY CO 3051 7672 ARTISAN INTERNATIONAL VALUE FUND FMV 14980 29749 BLACKROCK MID-CAP GROWTH EQUITY PORTFOLIO FMV 12504 15057 COHEN & STEERS GLOBAL INFRASTRUCTURE FMV 35059 37172 COHEN & STEERS INSTITUTIONAL REALTY SHARES INC FMV 38235 38383 CREDIT SUISSE COMMODITY RETURN STRATEGY FUND FMV 34940 37986 DFA INTERNATIONAL SMALL COMPANY PORTFOLIO FMV 11675 14760 DIMENSIONAL EMERGING CORE EQUITY FMV 52566 51961 DIMENSIONAL INTERNATIONAL VALUE ETF FMV 26514 30116 DIMENSIONAL US SMALL CAP ETF FMV 43376 49770 GATEWAY FUND FMV 33311 35269 PNC FINANCIAL SERVICES GROUP INC/THE FMV 5921 9645 VICTORY SYCAMORE ESTABLISHED VALUE FMV 11696 14758 WCM FOCUSED INTERNATIONAL GROWTH FUND FMV 47523 60021 AQR MANAGED FUTURES STRATEGY FUND FMV 36934 40150 INVESTMENT FEES 12578 12578 0