Nonprofit · EIN 84-1096419
EVERGREEN BENEFACTORS TRUST
Tax-exempt · CONIFER, CO 80433
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $24,278 | $17,518 | $6,760 | $393,596 | $0 | $393,596 |
| December 31, 2024 | 990-PF | $19,912 | $17,448 | $2,464 | $363,896 | $0 | $363,896 |
| December 31, 2023 | 990-PF | $10,646 | $16,527 | -$5,881 | $296,995 | $0 | $296,995 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $4,245
- Net gain from sales of assets
- $20,033
Expenses
- Grants and similar amounts paid
- $15,000
- Disbursements for charitable purposes
- $15,000
- Excise tax on investment income
- $302
Balance sheet and other
- Total assets, start of year
- $363,896
- Total assets, end of year
- $393,596
- Total liabilities, end of year
- $0
- Net assets, end of year
- $393,596
- Fair market value of assets
- $391,607
- Qualifying distributions
- $15,000
- Net investment income
- $24,278
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Graham PO Box 120, Evergreen, CO 80439 | Director | 5.75 | $0 |
| Edward Sells PO Box 120, Evergreen, CO 80439 | Director | 1.5 | $0 |
| Phillip Shanley PO Box 120, Evergreen, CO 80439 | Director | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Graham 6242 Little Cub Creek Road, Evergreen, CO 80439 | Director | 5.75 | $0 |
| Edward Sells 6242 Little Cub Creek Road, Evergreen, CO 80439 | Director | 1.5 | $0 |
| Phillip Shanley 6242 Little Cub Creek Road, Evergreen, CO 80439 | Director | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| David Graham 6242 Little Cub Creek Road, Evergreen, CO 80439 | Director | 5.75 | $0 |
| Edward Sells 6242 Little Cub Creek Road, Evergreen, CO 80439 | Director | 1.5 | $0 |
| Phillip Shanley 6242 Little Cub Creek Road, Evergreen, CO 80439 | Director | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 120, CONIFER, CO 80433-0120
- In care of
- % DAVID A GRAHAM
- Signed the 990-PF
- David Graham, Director
- Phone
- (303) 674-0444
- Return prepared by
- Evergreen CPAs
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 84-1096419
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $393,596
- Income (IRS master file)
- $36,085
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $24,278 | $17,518 | $393,596 | XML |
| 990-PF | December 2024 | $19,912 | $17,448 | $363,896 | IRS |
| 990-PF | December 2023 | $10,646 | $16,527 | $296,995 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-1096419).
Questions about EVERGREEN BENEFACTORS TRUST
- What is the EIN of EVERGREEN BENEFACTORS TRUST?
- The employer identification number (EIN) of EVERGREEN BENEFACTORS TRUST is 84-1096419.
- Is EVERGREEN BENEFACTORS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to EVERGREEN BENEFACTORS TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EVERGREEN BENEFACTORS TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EVERGREEN BENEFACTORS TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EVERGREEN BENEFACTORS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of EVERGREEN BENEFACTORS TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does EVERGREEN BENEFACTORS TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $24,278, expenses of $17,518 and total assets of $393,596 at year end.
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