CARPENTER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CARPENTER FOUNDATION (EIN 93-0491360)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-12-20
- IRS object ID
- 202433559349100408
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-20T12:17:04-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930900579 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD JACOBS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 SW SALMON ST STE 1100 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930491360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARPENTER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARP | BusinessNameControlTxt |
| Phone | 5417725851 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 824 EAST MAIN ST 102 102 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY MOSTUE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5417725851 | PhoneNum |
| Signature | 2024-12-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANG AHN | PreparerPersonNm |
| PTIN | P00540880 | PTIN |
| Phone | 5032270581 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,769,720 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,143 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,143 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $661,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $661,970 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $277,680 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,546,499 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $277,680 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$22,302 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$24,122 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $920,491 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $918,671 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $51,716 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $31,030 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,686 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $123,985 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $27,558 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $96,427 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $28,273 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,771 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $22,502 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,975 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,299 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,299 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $29,211 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,424 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,488 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,891 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $16,690 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $16,690 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,258 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,240 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,418 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $343,273 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $110,297 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $192,186 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $959,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $959,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,302,923 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $110,297 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,151,836 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$382,432 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $808,374 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $271,357 | CashBOYAmt |
| Cash EOY | $746,175 | CashEOYAmt |
| Cash EOYFMV | $746,175 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,654 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,660 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,660 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,228,206 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,374,514 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,346,339 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,436,853 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,515,314 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,663,269 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $27,538 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,041 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,388 | LandBOYAmt |
| Land EOY | $4,497 | LandEOYAmt |
| Land EOYFMV | $4,497 | LandEOYFMVAmt |
| Other Assets BOY | $3,780 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,780 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,780 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,955,238 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,649,940 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,769,720 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $192,800 | GrantsPayableBOYAmt |
| Grants Payable EOY | $246,650 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $27,019 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $50,303 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $219,819 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $296,953 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,735,419 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $18,352,987 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,735,419 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,352,987 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,955,238 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,649,940 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,735,419 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$382,432 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,352,987 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,352,987 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2022-12-31 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $1,546,499 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,268,819 | CostOrOtherBasisAmt |
| Gain Or Loss | $277,680 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $277,680 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $277,680 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,236 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,236 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,236 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,480 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,480 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,244 | OverpaymentAmt |
| Applied To ES Tax | $6,244 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CARPENTER-FOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARPENTER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5417725851 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 824 E MAIN STREET SUITE 102 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EMILY MOSTUE | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | TRUSTEE/PRESIDENT | 12.00 | $50,181 | $1,535 | $0 |
| KAREN C ALLAN | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | TRUSTEE/VP & SEC | 3.00 | $0 | $0 | $0 |
| DAN THORNDIKE | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | TRUSTEE/TREASURER/INVESTMENT ADVISOR | 5.00 | $0 | $0 | $0 |
| SUE NAUMES | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | FAMILY TRUSTEE | 3.00 | $0 | $0 | $0 |
| SUSAN COHEN | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | PUBLIC TRUSTEE | 3.00 | $0 | $0 | $0 |
| STEVE BOYARSKY | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | PUBLIC TRUSTEE | 3.00 | $0 | $0 | $0 |
| BRUCE VAN ZEE | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | PUBLIC TRUSTEE | 3.00 | $0 | $0 | $0 |
| AMY CUDDY | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | PUBLIC TRUSTEE | 3.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAULA WILLIAMS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 824 E MAIN STREET SUITE 102 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $85,151 | CompensationAmt |
| Employee Benefits | $15,626 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,594,318 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $168,745 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,763,063 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,763,063 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $311,446 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,451,617 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,022,581 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,022,581 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,236 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $4 | IncomeTaxAmt |
| Total Tax | $11,240 | TotalTaxAmt |
| Distributable Before Adj | $1,011,341 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,011,341 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,011,341 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,151,836 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,151,836 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,011,341 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $767,043 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,151,836 | QualifyingDistributionsAmt |
| Applied To Year1 | $767,043 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $384,793 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $626,548 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE CARPENTER FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 824 EAST MAIN ST NO 102 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5417725732 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD INCLUDE: 1) COVER LETTER SUMMARIZING PROJECT SCOPE, AMOUNT OF REQUEST, & CONTACT INFORMATION. 2) PROPOSAL (4 PAGES OR LESS): A) DESCRIPTION OF PROPOSAL/PROJECT, COMMUNITY NEEDS OR STRENGTHS IT ADDRESSES B) APPLICANT ORGANIZATION'S PURPOSE, SERVICES TO COMMUNITY, STAFFING & USE OF VOLUNTEERS, C) PROJECT BUDGET, SPECIFICALLY HOW GRANT FUNDS WILL BE USED, & OTHER POSSIBLE FUNDING SOURCES, D) DESCRIPTION OF FUTURE PROJECT FUNDING (IF APPLICABLE), E) PROJECT PLANNING PROCESS, STAFFING, & TIMELINE, F) RESULT EXPECTED & PROPOSED EVALUATION METHOD, G) ANY RECENT INDEPENDENT BOARD FUNDRAISING EFFORTS. 3) REQUIRED ATTACHMENTS (DO NOT STAPLE OR CLIP): A) DETAILED BUDGET FOR CURRENT YEAR & YEAR FOR WHICH THE PROJECT IS PROPOSED (IF DIFFERENT), B) INCOME STATEMENT & BALANCE SHEET FROM MOST RECENTLY COMPLETED FISCAL YEAR (OR AUDIT, IF AVAILABLE), C) LIST OF BOARD OF DIRECTORS, OCCUPATIONS, & ADDRESSES, D) BOARD APPROVAL OF APPLICATION, E) COPY OF IRS 501(C)(3) EXEMPTION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT APPLICATION DEADLINES ARE SET QUARTERLY. PLEASE CALL (541)772-5732 FOR DEADLINE DATES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANT APPLICATIONS WILL BE ACCEPTED ONLY FROM 501(C)(3) ORGANIZATIONS. NO GRANTS TO INDIVIDUALS WILL BE MADE. ONLY ONE GRANT PER YEAR TO ANY AGENCY IS USUALLY CONSIDERED. THE FOUNDATION MAKES GRANTS ONLY WITHIN JACKSON AND JOSEPHINE COUNTIES WITH THE EXCEPTION OF A FEW STATEWIDE PUBLIC INTEREST ISSUES DIRECTLY AFFECTING PERSONS LIVING IN THESE COUNTIES. THE FOUNDATION RARELY MAKES MULTI-YEAR GRANTS, GRANTS FOR HISTORICAL APPLICATIONS, HOSPITAL CONSTRUCTION OR EQUIPMENT, GROUP OR INDIVIDUAL TRIPS, OR ACTIVITIES FOR RELIGIOUS PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (101 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1ST PHOENIX COMMUNITY CENTER | ||||||||
| PO BOX 390 | PHOENIX | OR | 97535 | N/A | PC | TOWARD THE PURCHASE OF FOOD TO BE DISTRIBUTED THROUGH THE FOOD BANK. | $10,000 | |
| ALEX'S STORY | ||||||||
| 2607 MONTEGO PLACE | MEDFORD | OR | 97504 | N/A | PC | IN SUPPORT OF A SOCIAL MEDIA AWARENESS MARKETING PLAN TO RAISE AWARENESS ABOUT THE DANGERS OF FENTANYL USE. | $5,000 | |
| ALS NORTHWEST | ||||||||
| 825 NE MULTNOMAH STREET 940 | PORTLAND | OR | 97232 | N/A | PC | IN SUPPORT OF THE SOUTHERN OREGON CARE SERVICES PROGRAM FOR PEOPLE LIVING WITH ALS. | $7,000 | |
| ANIMA MUNDI PRODUCTIONS | ||||||||
| PO BOX 1323 | PHOENIX | OR | 97535 | N/A | PC | IN SUPPORT OF THE DREAMS HAVE NO BORDERS ART MENTORSHIP AND GALLERY EXHIBIT FOR LATINX TEENAGERS IN JACKSON COUNTY. | $5,000 | |
| APPLEGATE PARTNERSHIP & WATERSHED COUNCIL | ||||||||
| PO BOX 899 | JACKSONVILLE | OR | 97530 | N/A | PC | IN SUPPORT OF A YOUTH PROGRAM IN THE FIELD OF NATURAL RESOURCE MANAGEMENT. | $6,000 | |
| ASHLAND HIGH SCHOOL | ||||||||
| 201 S MOUNTAIN AVENUE | ASHLAND | OR | 97520 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $12,500 | |
| ASHLAND NEW PLAYS FESTIVAL | ||||||||
| PO BOX 3314 | ASHALND | OR | 97520 | N/A | PC | TOWARD COSTS TO PRODUCE THE ANNUAL 2023 FALL FESTIVAL. | $8,000 | |
| BRITT FESTIVALS | ||||||||
| PO BOX 1124 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF THE 2024 ORCHESTRA SEASON. | $30,000 | |
| BUTTE FALLS HIGH SCHOOL | ||||||||
| PO BOX 167 | BUTTE FALLS | OR | 97522 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $1,000 | |
| CASA OF JACKSON COUNTY INC | ||||||||
| 409 N FRONT STREET | MEDFORD | OR | 97501 | N/A | PC | TO SUPPORT THE YOUTH EDUCATION STRATEGIES PROGRAM IN SOUTHERN OREGON. | $15,000 | |
| CASCADE PACIFIC RC&D | ||||||||
| PO BOX 2630 | CORVALLIS | OR | 97333 | N/A | PC | IN SUPPORT OF A COMPOSTING PROGRAM IN SOUTHERN OREGON. | $3,000 | |
| CIVICS LEARNING PROJECT | ||||||||
| 1300 SW 6TH AVENUE STE 190 | PORTLAND | OR | 97201 | N/A | PC | IN SUPPORT OF THE SOUTHERN OREGON EXPANSION OF THE AGENCYS PROGRAMS TO BENEFIT CIVICS AND SOCIAL STUDIES LEARNING IN SCHOOLS. | $15,000 | |
| COMMUNITY WORKS | ||||||||
| 2594 E BARNETT ROAD STE C | MEDFORD | OR | 97504 | N/A | PC | IN SUPPORT OF HIRING A DIVERSITY AND BELONGING COORDINATOR. | $15,000 | |
| CRATER HIGH SCHOOL | ||||||||
| 300 ASH STREET | CENTRAL POINT | OR | 97502 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $16,500 | |
| CROSSING BRIDGES THERAPEUTIC RIDING CENTER | ||||||||
| 6377 MONUMENT DRIVE | GRANTS PASS | OR | 97526 | N/A | PC | TO PROVIDE SCHOLARSHIPS FOR CHILDREN WITH SPECIAL NEEDS TO PARTICIPATE IN THERAPEUTIC HORSEBACK RIDING. | $5,000 | |
| EAGLE POINT HIGH SCHOOL | ||||||||
| PO BOX 198 | EAGLE POINT | OR | 97524 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $13,500 | |
| FARMERS MARKET FUND | ||||||||
| 240 N BROADWAY STE 129 | PORTLAND | OR | 97227 | N/A | PC | TOWARDS INCREASING ACCESS TO FRESH PRODUCE FOR FOOD INSECURE JACKSON AND JOSEPHINE COUNTY RESIDENTS. | $5,000 | |
| FRIENDS OF JOSEPHINE COUNTY CHILDREN'S ADVOCACY | ||||||||
| 100 BIG PINE DRIVE | GRANTS PASS | OR | 97526 | N/A | PC | IN SUPPORT OF FURNISHING THE NEW CHILDREN'S ADVOCACY CENTER. | $15,000 | |
| GOLDEN RUNE REENTRY | ||||||||
| 2305 ASHLAND STREET C-350 | ASHALND | OR | 97520 | N/A | PC | TOWARD CASE MANAGEMENT AND PEER SUPPORT FOR PERSONS RETURNNG FROM INCARCERATION. | $5,000 | |
| GRANTS PASS MUSEUM OF ART | ||||||||
| PO BOX 966 | GRANTS PASS | OR | 97526 | N/A | PC | TO ASSIST IN CREATING A WALKWAY IDENTIFYING THE ENTRANCE TO THE MUSEUM. | $5,000 | |
| HELP NOW ADVOCACY | ||||||||
| 2317 E MAIN STREET | MEDFORD | OR | 97504 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $2,000 | |
| HOPE EQUESTRIAN CENTER | ||||||||
| PO BOX 396 | EAGLE POINT | OR | 97524 | N/A | PC | TO PROVIDE SCHOLARSHIPS FOR RIDERS TO PARTICIPATE IN A THERAPEUTIC RIDING PROGRAM. | $10,000 | |
| INNOVATION ACADEMY | ||||||||
| 815 S OAKDALE | MEDFORD | OR | 97501 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $3,000 | |
| JACKSON COUNTY COMMUNITY SERVICES CONSORTIUM | ||||||||
| PO BOX 1087 | MEDFORD | OR | 97501 | N/A | PC | TO PROVIDE FAMILY SERVICES, EDUCATION, AND COMMUNITY BUILDING PROGRAMS FOR THE 4,000 BLACK YOUTH AND ADULTS IN SOUTHERN OREGON. | $7,000 | |
| JACKSON COUNTY LIBRARY FOUNDATION | ||||||||
| 205 S CENTRAL AVENUE | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF THE POLLINATOR GARDEN AND BEE HIVE AT THE PHOENIX LIBRARY. | $5,000 | |
| JACKSONVILLE COMMUNITY CENTER | ||||||||
| PO BOX 1435 | JACKSONVILLE | OR | 97530 | N/A | PC | TOWARD YOUTH AND FAMILY DEVELOPMENT PROGRAMS. | $5,000 | |
| JOSEPHINE COMMUNITY LIBRARY FOUNDATION | ||||||||
| 200 NW C STREET | GRANTS PASS | OR | 97526 | N/A | PC | TOWARD THE NEW WILLIAMS LIBRARY RENOVATION COSTS. | $20,000 | |
| JPR FOUNDATION INC | ||||||||
| 226 W 6TH STREET | MEDFORD | OR | 97501 | N/A | PC | TOWARD THE RESTORATION OF THE HOLLY THEATRE IN MEDFORD TO BE USED AS A PERFORMING ARTS AND COMMUNITY EVENT CENTER. | $10,000 | |
| KLAMATH BIRD OBSERVATORY | ||||||||
| PO BOX 758 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF THE BIRDING CONMIGO PROGRAM FOCUSING ON THE HEALTH BENEFITS OF BIRDING. | $8,000 | |
| LINES FOR LIFE | ||||||||
| 5100 S MACADAM AVENUE STE 400 | PORTLAND | OR | 97202 | N/A | PC | TO SUPPORT THE AGENCYS PROGRAM FOR YOUTH MENTAL HEALTH AND TO INCREASE SUICIDE PREVENTION ACTIVITIES IN JACKSON AND JOSEPHINE COUNTIES. | $2,000 | |
| MAKE-A-WISH FOUNDATION OF OREGON INC | ||||||||
| 5901 S MACADAM AVENUE STE 200 | PORTLAND | OR | 97239 | N/A | PC | IN SUPPORT OF THE WISH PROJECT IN JACKSON AND JOSEPHINE COUNTIES CREATING LIFE-CHANGING WISHES FOR CHILDREN WITH CRITICAL ILLNESSES. | $5,000 | |
| MASLOW PROJECT | ||||||||
| PO BOX 999 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF PERMANENT SUPPORTIVE HOUSING CASE MANAGEMENT. | $15,000 | |
| MEALS OF HOPE | ||||||||
| 2221 CORPORATION BLVD | NAPLES | FL | 34109 | N/A | PC | IN SUPPORT OF A MEAL-PACKING EVENT IN JACKSON COUNTY. | $3,000 | |
| MT ASHLAND ASSOCIATION | ||||||||
| PO BOX 220 | ASHLAND | OR | 97520 | N/A | PC | TOWARD COSTS ASSOCIATED WITH THE AISLE 2 TRAIL WIDENING PROJECT. | $15,000 | |
| MULTICULTURAL ASSOCIATION OF SOUTHERN OREGON | ||||||||
| PO BOX 67 | MEDFORD | OR | 97501 | N/A | PC | TO SUPPORT THE AGENCYS MULTICULTURAL KIDS CAMP, A DAY CAMP TO BE HELD AT VALLEY OF THE ROGUE STATE PARK IN THE SUMMER. | $3,000 | |
| NONPROFIT ASSOCIATION OF OREGON | ||||||||
| 5100 SW MACADAM AVE STE 36 | PORTLAND | OR | 97239 | N/A | PC | SPONSORSHIP FOR THE SPRING 2024 NONPROFIT LEADERS CONFERENCE. | $1,500 | |
| NORTH MEDFORD HIGH SCHOOL | ||||||||
| 1900 N KEENE WAY DRIVE | MEDFORD | OR | 97504 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $19,500 | |
| OPTIONS FOR HELPING RESIDENTS OF ASHLAND | ||||||||
| PO BOX 1133 | ASHLAND | OR | 97520 | N/A | PC | TO PROVIDE OPERATING SUPPORT FOR THE OHRA CENTER FOR SERVICES TO HOMELESS PERSONS. | $20,000 | |
| OREGON COAST YOUTH SYMPHONY FESTIVAL | ||||||||
| PO BOX 2405 | NEWPORT | OR | 97365 | N/A | PC | IN SUPPORT OF THE AGENCY'S FOUR-DAY EVENT FOR SIX HIGH SCHOOL ORCHESTRAS IN THE SPRING OF 2024. | $3,000 | |
| OREGON ROBOTICS TOURNAMENT & OUTREACH PROGRAM | ||||||||
| 9498 SW BARBUR BLVD STE 103 | PORTLAND | OR | 97219 | N/A | PC | IN SUPPORT OF EXPANDING A ROBOTICS YOUTH PROGRAM IN JACKSON AND JOSEPHINE COUNTIES. | $5,000 | |
| OREGON SHAKESPEARE FESTIVAL ASSOCIATION | ||||||||
| 15 S PIONEER STREET | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF THE 2024 OSF SEASON. | $30,000 | |
| PARKER HOUSE PROJECT | ||||||||
| 2895 HWY 66 | ASHLAND | OR | 97520 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $5,000 | |
| PHOENIX HIGH SCHOOL | ||||||||
| PO BOX 697 | PHOENIX | OR | 97535 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $9,000 | |
| PHOENIX-TALENT SCHOOL DISTRICT | ||||||||
| PO BOX 698 | PHOENIX | OR | 97535 | N/A | GOV | IN SUPPORT OF A SUMMER RESIDENTIAL PROGRAM AT SOU FOR LANINX YOUTH. | $15,000 | |
| PROSPECT HIGH SCHOOL | ||||||||
| PO BOX 40 | PROSPECT | OR | 97536 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $1,000 | |
| REACH OUT AND READ NORTHWEST | ||||||||
| PO BOX 14461 | PORTLAND | OR | 97293 | N/A | PC | IN SUPPORT OF THE REACH OUT AND READ PROGRAM IN JACKSON AND JOSEPHINE COUNTIES TO SUPPORT PROVIDERS OF PEDIATRIC CARE IN GRANTING BOOKS. | $5,000 | |
| REBUILDING TOGETHER ROGUE VALLEY | ||||||||
| PO BOX 688 | JACKSONVILLE | OR | 97530 | N/A | PC | IN SUPPORT OF THE SAFE AND HEALTHY HOUSING PROGRAM PROVIDING DURABLE MEDICAL EQUIPMENT TO PERSONS IN NEED. | $6,000 | |
| ROGUE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 3345 REDWOOD HWY | GRANTS PASS | OR | 97527 | N/A | PC | FOR JACKSON & JOSEPHINE COUNTY STUDENT SCHOLARSHIPS. | $25,000 | |
| ROGUE COMMUNITY HEALTH | ||||||||
| 1000 E MAIN STREET | MEDFORD | OR | 97504 | N/A | PC | TOWARD SUPPORTING LOW-INCOME OR MEDICALLY UNINSURED / UNDERINSURED PERSONS WHO HAVE URGENT NEED FOR PRESCRIPTION MEDICATIONS. | $20,000 | |
| ROGUE FOOD UNITES | ||||||||
| 567 WALKER AVENUE | ASHLAND | OR | 97520 | N/A | PC | TOWARD A LIFT/PALLET JACK TO ASSIST IN MANAGING FOOD AT THE AGENCYS COMMERCIAL KITCHEN. | $7,500 | |
| ROGUE GALLERY & ART CENTER | ||||||||
| 40 S BARTLETT STREET | MEDFORD | OR | 97501 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $10,000 | |
| ROGUE RETREAT | ||||||||
| 711 E MAIN ST 25 | MEDFORD | OR | 97504 | N/A | PC | FOR GENERAL OPERATING EXPENSES FOR THE AGENCYS WORK WITH HOMELESS PEOPLE. | $20,000 | |
| ROGUE RIVER HIGH SCHOOL | ||||||||
| PO BOX 1045 | ROGUE RIVER | OR | 97537 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $3,500 | |
| ROGUE VALLEY FOOD SYSTEMS NETWORK | ||||||||
| PO BOX 1255 | MEDFORD | OR | 97501 | N/A | PC | TO PROVIDE STUDENT AND ADULT AGRICULTURAL EDUCATION IN JOSEPHINE COUNTY THAT FOCUSES ON HEALTH AND WELLNESS. | $7,500 | |
| ROGUE VALLEY MENTORING | ||||||||
| 2931 S PACIFIC HWY | MEDFORD | OR | 97501 | N/A | PC | FOR A 3-TIERED IN SCHOOL MENTORING PROGRAM AT TALENT MIDDLE SCHOOL. | $7,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF OREGON AND SW WASHINGTON | ||||||||
| 1700 NE PURCELL BLVD | BEND | OR | 97701 | N/A | PC | IN SUPPORT OF EMERGENCY MEDICAL HOUSING AND RESPITE FOR FAMILIES WITH HOSPITALIZED CHILDREN. | $7,000 | |
| SET FREE SERVICES | ||||||||
| 1032 W MAIN STREET | MEDFORD | OR | 97501 | N/A | PC | FOR SUPPORT OF THE AGENCYS FOOD PANTRY, HOT MEALS, SHOWERS, LAUNDRY SERVICES AND OTHER SERVICES TO PERSONS IN NEED. | $10,000 | |
| SISKIYOU VIOLINS | ||||||||
| PO BOX 4546 | MEDFORD | OR | 97501 | N/A | PC | TOWARD THE 2024 VIENNA FESTIVAL AND GENERAL SCHOLARSHIP SUPPORT. | $4,000 | |
| SMART READING - ROGUE VALLEY | ||||||||
| 670 SUPERIOR COURT STE 109 | MEDFORD | OR | 97504 | N/A | PC | IN SUPPORT OF THE SMART READING PROGRAM IN SOUTHERN OREGON. | $7,500 | |
| SOUTH MEDFORD HIGH SCHOOL | ||||||||
| 1551 CUNNINGHAM LANE | MEDFORD | OR | 97501 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $20,500 | |
| SOUTHERN OREGON CLIMATE ACTION NOW | ||||||||
| 7113 GRIFFIN LANE | JACKSONVILLE | OR | 97501 | N/A | PC | TOWARD THE HIRING OF AN EXECUTIVE DIRECTOR TO ESTABLISH A SUSTAINABLE LONG-TERM MODEL FOR THE AGENCY | $5,000 | |
| SOUTHERN OREGON GUILD | ||||||||
| PO BOX 1596 | CAVE JUNCTION | OR | 97523 | N/A | PC | IN SUPPORT OF GENERAL OPERATIONS TO INCREASE THE AGENCY'S COMMUNITY IMPACT WORK. | $5,000 | |
| SOUTHERN OREGON UNIVERSITY FOUNDATION | ||||||||
| 1250 SISKIYOU BLVD | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. | $25,000 | |
| ST VINCENT DE PAUL SOCIETY - ROGUE VALLEY DISTRICT COUNCIL | ||||||||
| PO BOX 1663 | MEDFORD | OR | 97501 | N/A | PC | TO PROVIDE EMERGENCY UTILITY ASSISTANCE TO LOCAL FAMILIES. | $20,000 | |
| TALENT MAKER CITY | ||||||||
| 304 E MAIN STREET | TALENT | OR | 97540 | N/A | PC | TOWARD SUPPORT OF THE AGENCYS NEW SPACE AND SERVICES TO THE COMMUNITY. | $15,000 | |
| THE CREST AT WILLOW-WITT | ||||||||
| 658 SHALE CITY ROAD | ASHLAND | OR | 97520 | N/A | PC | TO SUPPORT ENVIRONMENTAL EDUCATION FIELD TRIPS TO STUDENTS IN THE PHOENIX-TALENT SCHOOL DISTRICT. | $3,000 | |
| THE SALVATION ARMY - GRANTS PASS | ||||||||
| 2543 REDWOOD AVE | GRANTS PASS | OR | 97527 | N/A | PC | TO PROVIDE IMMEDIATE EMERGENCY SUPPORT ASSISTANCE FOR FOOD, CLOTHING, UTILITIES, AND RENTAL ASSISTANCE TO PREVENT EVICTION. | $10,000 | |
| THE SALVATION ARMY - MEDFORD CORPS | ||||||||
| 304 BEATTY STREET | MEDFORD | OR | 97501 | N/A | PC | TO SUPPORT HOMELESS INDIVIDUALS, FAMILIES, AND CHILDREN IN JACKSON COUNTY TO ACHIEVE ECONOMIC STABILITY AND OBTAIN PERMANENT HOUSING. | $15,000 | |
| THREE RIVERS COMMUNITY ORCHESTRA | ||||||||
| BOX 233 PLEASANT CREEK RD | ROGUE RIVER | OR | 97537 | N/A | PC | IN SUPPORT OF PROVIDING THREE COMMUNITY CONCERTS IN 2024. | $2,500 | |
| UNIQUE PROJECT INC | ||||||||
| 75 BROAD STREET STE 304 | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT FOR ROGUE THEATER COMPANY'S 2024 SEASON. | $7,500 | |
| UNITED WAY OF JACKSON COUNTY | ||||||||
| 60 HAWTHORNE STREET | MEDFORD | OR | 97504 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $25,000 | |
| APPLEGATE SISKIYOU ALLIANCE | ||||||||
| PO BOX 114 | JACKSONVILLE | OR | 97530 | N/A | PC | IN SUPPORT OF A CULTURE AND SCIENCE FESTIVAL. | $5,000 | |
| ART PRESENCE ART CENTER | ||||||||
| PO BOX 185 | JACKSONVILLE | OR | 97530 | N/A | PC | TO PROVIDE MORE OPPORTUNITIES FOR THE COMMUNITY TO ENGAGE IN ART, THROUGH EVENTS AND EXHIBITS. | $3,000 | |
| ASHLAND NEWS | ||||||||
| PO BOX 640 | ASHLAND | OR | 97520 | N/A | PC | TO HIRE A SUMMER INTERN TO HELP WITH PUBLICATION. | $2,000 | |
| BARNSTORMERS THEATRE INC | ||||||||
| 112 NE EVELYN AVE | GRANTS PASS | OR | 97526 | N/A | PC | TOWARD THE PAINTING OF THE EXTERIOR OF THE THEATER BUILDING. | $5,000 | |
| CARE FOUNDATION | ||||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | N/A | PC | AN UNSOLICITED GRANT MADE IN THE NAME OF HELEN BUNDY CARPENTER. | $4,000 | |
| CHESS FOR SUCCESS | ||||||||
| 4207 SE WOODSTOCK BLVD 271 | PORTLAND | OR | 97206 | N/A | PC | TOWARD OPERATING COSTS FOR TWO AFTER-SCHOOL CHESS CLUBS. | $2,000 | |
| COLLABORATIVE THEATRE PROJECT INC | ||||||||
| 555 MEDFORD CENTER | MEDFORD | OR | 97504 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $5,000 | |
| COMPASS HOUSE | ||||||||
| 37 N IVY STREET | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF DEI TRAINING AND EMPLOYMENT/EDUCATION WORKSHOPS. | $12,500 | |
| EQUAMORE FOUNDATION | ||||||||
| 4723 HWY 66 | ASHLAND | OR | 97520 | N/A | PC | TOWARD FOOD PURCHASE TO CARE FOR HORSES. | $4,000 | |
| GIRL SCOUTS OF OREGON & SW WASHINGTON | ||||||||
| 9620 SW BARBUR BLVD | PORTLAND | OR | 97219 | N/A | PC | TO INCREASE SCOUTING OPPORTUNITIES FOR GIRLS IN SOUTHERN OREGON. | $5,000 | |
| HABITAT FOR HUMANITY ROGUE VALLEY | ||||||||
| PO BOX 688 | MEDFORD | OR | 97501 | N/A | PC | TOWARD THE RENOVATION AND EXPANSION OF THE HABITAT RESTORE BUILDING. | $10,000 | |
| HIV ALLIANCE | ||||||||
| 1195A CITY VIEW STREET | EUGENE | OR | 97402 | N/A | PC | TO PROVIDE HIV, HEPATITIS C AND SYPHILIS TESTING, AS WELL AS INFECTIOUS DISEASE PREVENTION SERVICES. | $7,000 | |
| JACKSON COUNTY LIBRARY SYSTEM | ||||||||
| 205 S CENTRAL AVENUE | MEDFORD | OR | 97501 | N/A | GOV | A GRANT MADE IN MEMORY OF ASV CARPENTER TOWARD THE PURCHASE OF BOOKS. | $4,000 | |
| KXCJ-LP | ||||||||
| PO BOX 2518 | CAVE JUNCTION | OR | 97523 | N/A | PC | IN SUPPORT OF PRODUCTION COSTS FOR THE VALLEY NEWS AND VIEWS RADIO SHOW. | $3,000 | |
| MAGDALENE HOME | ||||||||
| PO BOX 255 | MEDFORD | OR | 97501 | N/A | PC | GENERAL OPERATING SUPPORT. | $3,000 | |
| OREGON ALLIANCE OF INDEPENDENT COLLEGES & UNIVERSITIES | ||||||||
| 8215 SW TUALATIN SHERWOOD RD STE | TUALATIN | OR | 97062 | N/A | PC | TO PROVIDE SCHOLARSHIPS TO STUDENTS FROM JACKSON AND JOSEPHINE COUNTIES TO ATTEND PRIVATE COLLEGES AND UNIVERSITIES. | $7,150 | 200 |
| OREGON LIONS SIGHT & HEARING FOUNDATION | ||||||||
| 1010 NW 22ND AVE N144 | PORTLAND | OR | 97210 | N/A | PC | IN SUPPORT OF A VISION SCREENING PROGRAM IN LOCAL ELEMENTARY SCHOOLS. | $7,500 | |
| POLLINATOR PROJECT ROGUE VALLEY | ||||||||
| PO BOX 242 | PHOENIX | OR | 97535 | N/A | PC | IN SUPPORT OF A PART-TIME COORDINATOR FOR THE POLLINATOR PALS SCHOOL. | $3,000 | |
| PROJECT YOUTH PLUS | ||||||||
| 789 NE 7TH STREET | GRANTS PASS | OR | 97528 | N/A | PC | TOWARD FUNDING THE BUSINESS MANAGER STAFF POSITION. | $14,650 | |
| PROSPECT COMMUNITY CLUB | ||||||||
| PO BOX 37 | PROSPECT | OR | 97536 | N/A | PC | TO REPLACE THE PORCH ON THE COMMUNITY CENTER. | $5,000 | |
| ROGUE VALLEY HUMANE SOCIETY | ||||||||
| PO BOX 951 | GRANTS PASS | OR | 97528 | N/A | PC | TO PROVIDE SCHOLARSHIPS FOR CHILDREN TO ATTEND AN INTERACTIVE CAMP. | $3,000 | |
| ROOTS & WINGS CHILD DEVELOPMENT | ||||||||
| 3703 INTERNATIONAL WAY | MEDFORD | OR | 97504 | N/A | PC | TO PROVIDE SCHOLARSHIPS FOR LOW-INCOME CHILDREN TO ATTEND THE PRESCHOOL. | $3,000 | |
| RUSK RANCH NATURE CENTER | ||||||||
| PO BOX 872 | CAVE JUNCTION | OR | 97523 | N/A | PC | TO IMPROVE THE FRONTAGE SIGNAGE, FINISH THE FENCING, AND PLACE A KIOSK SIGN. | $2,500 | |
| SCIENCE WORKS HANDS-ON MUSEUM | ||||||||
| 1500 E MAIN STREET | ASHLAND | OR | 97520 | N/A | PC | TO PROVIDE FIELD TRIPS TO THE MUSEUM FOR ALL STUDENTS IN TITLE 1 SCHOOLS. | $15,000 | |
| SOUTHERN OREGON REPERTORY SINGERS | ||||||||
| PO BOX 1091 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF PERFORMANCE COSTS FOR THE 2023-24 CONCERT SEASON. | $5,000 | |
| SOUTHERN OREGON UNIVERSITY FOUNDATION | ||||||||
| 1250 SISKIYOU BLVD | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. | $25,000 | |
| SPARTAN BOXING | ||||||||
| 729 WELCH STREET | MEDFORD | OR | 97501 | N/A | PC | GENERAL OPERATING SUPPORT. | $10,000 | |
| THE STREET DOG PROJECT | ||||||||
| PO BOX 642 | TALENT | OR | 97540 | N/A | PC | TO PROVIDE NO COST SPAY AND NEUTER SERVICES TO PERSON WITH NO/LOW INCOME. | $3,000 | |
| WILDLIFE IMAGES | ||||||||
| PO BOX 36 | MERLIN | OR | 97532 | N/A | PC | TOWARD THE PURCHASE AND INSTALLATION OF A VIRTUAL, GPS TRACKER APP FOR VISITORS. | $6,000 | |
| YOUTH SYMPHONY OF SOUTHERN OREGON | ||||||||
| PO BOX 4291 | MEDFORD | OR | 97501 | N/A | PC | TOWARD SUPPORT FOR THE 2023-24 CONCERT SEASON. | $8,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $905,800 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCESS INC | ||||||||
| PO BOX 4666 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF A PROGRAM BRINGING A MOBILE FOOD PANTRY TRUCK TO FAMILIES IN JACKSON COUNTY. | $10,000 | |
| ASHLAND EMERGENCY FOOD BANK | ||||||||
| PO BOX 782 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF A PROGRAM TO PROVIDE BREAKFAST/LUNCH TO LOCAL SCHOOLS. | $5,000 | |
| ASHLAND HIGH SCHOOL | ||||||||
| 201 S MOUNTAIN AVENUE | ASHLAND | OR | 97520 | N/A | GOV | TOWARD THE CONSTRUCTION OF SET WALLS FOR A NEW CINEMA & DIGITAL ARTS PROGRAM AT THE SCHOOL. | $3,000 | |
| BARNSTORMERS THEATRE INC | ||||||||
| 112 NE EVELYN AVE | GRANTS PASS | OR | 97526 | N/A | PC | TOWARD THE THE REPLACEMENT OF LIGHTING FIXTURES IN THE THEATRE. | $1,500 | |
| BOYS & GIRLS CLUBS OF THE ROGUE VALLEY | ||||||||
| PO BOX 2450 | GRANTS PASS | OR | 97526 | N/A | PC | TOWARD THE EXPANSION OF AN EDUCATION-BASED AFTER-SCHOOL PROGRAM FOR LOCAL YOUTH. | $10,000 | |
| CARE FOUNDATION | ||||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | N/A | PC | AN UNSOLICITED GRANT MADE IN THE NAME OF HELEN BUNDY CARPENTER. | $4,000 | |
| COMPASS HOUSE | ||||||||
| 37 N IVY STREET | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF MEMBER SKILLS DEVELOPMENT AND CPR/AED TRAINING. | $12,500 | |
| CONSUMER CREDIT COUNSELING SERVICE OF SOUTHERN OREGON | ||||||||
| 820 CRATER LAKE AVE 202 | MEDFORD | OR | 97501 | N/A | PC | TO PROVIDE NO COST CREDIT COUNSELING AND FINANCIAL EDUCATION. | $9,000 | |
| CRATERIAN PERFORMANCES COMPANY | ||||||||
| 23 S CENTRAL AVE | MEDFORD | OR | 97501 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $10,000 | |
| GIRL SCOUTS OF OREGON & SW WASHINGTON | ||||||||
| 2001 N KEENE WAY DR | MEDFORD | OR | 97504 | N/A | PC | TO INCREASE GIRL SCOUT PROGRAMMING FOR YOUTH AND TRAINING FOR ADULTS IN SOUTHERN OREGON. | $5,000 | |
| GIRLS BUILD | ||||||||
| PO BOX 11893 | PORTLAND | OR | 97211 | N/A | PC | IN SUPPORT OF THE GIRLS BUILD SUMMER CAMPS IN JACKSON AND JOSEPHINE COUNTIES. | $5,000 | |
| GRANTS PASS SCHOOL DISTRICT #7 | ||||||||
| 725 NE DEAN DRIVE | GRANTS PASS | OR | 97527 | N/A | GOV | IN SUPPORT OF THE EARLY LEARNING PROGRAM EXPANDING ACCESS TO PRESCHOOL AND FAMILY PLAYGROUPS. | $10,000 | |
| HIV ALLIANCE | ||||||||
| 1195A CITY VIEW STREET | EUGENE | OR | 97402 | N/A | PC | IN SUPPORT OF PREVENTING AND IDENTIFYING NEW HIV, HEPATITIS C AND SYPHILIS INFECTIONS IN JOSEPHINE COUNTY. | $7,000 | |
| JACKSON COUNTY LIBRARY SYSTEM | ||||||||
| 205 S CENTRAL AVENUE | MEDFORD | OR | 97501 | N/A | GOV | A GRANT MADE IN MEMORY OF ASV CARPENTER TOWARD THE PURCHASE OF BOOKS. | $4,000 | |
| JACKSON COUNTY SEXUAL ASSAULT RESPONSE TEAM | ||||||||
| 2305 ASHLAND ST C-418 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF A K-12 SEXUAL VIOLENCE PREVENTION PROGRAM IN LOCAL SCHOOLS. | $15,000 | |
| KLAMATH-SISKIYOU WILDLANDS CENTER | ||||||||
| PO BOX 102 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF THE ROGUE RIVERKEEPER SUMMER WATER QUALITY MONITORING PROGRAM IN THE ROGUE BASIN. | $5,000 | |
| MAGDALENE HOME | ||||||||
| PO BOX 255 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF STAFF WAGES. | $3,000 | |
| MIRACLE THEATRE GROUP | ||||||||
| 525 SE STARK | PORTLAND | OR | 97214 | N/A | PC | TOWARD A BILINGUAL AND BICULTURAL ARTS RESIDENCY PROGRAM FOR LOCAL SCHOOLS. | $4,000 | |
| OREGON ALLIANCE OF INDEPENDENT COLLEGES & UNIVERSITIES | ||||||||
| 8215 SW TUALATIN SHERWOOD RD STE | TUALATIN | OR | 97062 | N/A | PC | TO PROVIDE SCHOLARSHIPS TO STUDENTS FROM JACKSON AND JOSEPHINE COUNTIES TO ATTEND PRIVATE COLLEGES AND UNIVERSITIES. | $7,150 | 200 |
| OREGON MUSEUM OF SCIENCE & INDUSTRY | ||||||||
| 1945 SE WATER AVENUE | PORTLAND | OR | 97214 | N/A | PC | TO PROVIDE FINANCIAL AID TO K-8TH GRADE STUDENTS IN TITLE 1 SCHOOLS FOR STEAM PROGRAMMING THROUGHOUT JACKSON AND JOSEPHINE COUNTIES. | $3,000 | |
| PEACE HOUSE | ||||||||
| PO BOX 524 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF A WEEKLY COMMUNITY MEAL FEEDING THE HUNGRY IN ASHLAND. | $5,000 | |
| PINK LEMONADE PROJECT | ||||||||
| 1207 WASHINGTON STREET STE 125 | VANCOUVER | WA | 98660 | N/A | PC | IN SUPPORT OF A PROGRAM PROVIDING EDUCATION AND FINANCIAL ASSISTANCE TO PATIENTS EXPERIENCING BARRIERS TO BREAST CANCER TREATMENT. | $5,000 | |
| POLLINATOR PROJECT ROGUE VALLEY | ||||||||
| 312 N MAIN STREET STE B | PHOENIX | OR | 97535 | N/A | PC | IN SUPPORT OF ADDITIONAL STAFF, PROFESSIONAL DEVELOPMENT AND EDUCATIONAL MATERIALS FOR THE POLLINATOR PALS PROGRAM. | $3,000 | |
| RECLAIMING LIVES | ||||||||
| 228 E MAIN STREET STE H | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF A PROGRAM FOCUSING ON EMPOWERING INDIVIDUALS IN RECOVERY BY FOSTERING ESSENTIAL LIFE SKILLS. | $5,000 | |
| ROGUE RIVER COMMUNITY CENTER | ||||||||
| PO BOX 295 | ROGUE RIVER | OR | 97537 | N/A | PC | TOWARD REPLACING WINDOWS AT THE THRIFT STORE BUILDING. | $10,000 | |
| ROGUE VALLEY SYMPHONY | ||||||||
| 33 N 1ST STREET STE1 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF A MUSIC EDUCATION PROGRAM IN JACKSON AND JOSEPHINE COUNTY MIDDLE AND HIGH SCHOOLS. | $10,000 | |
| SCIENCE WORKS HANDS-ON MUSEUM | ||||||||
| 1500 E MAIN STREET | ASHLAND | OR | 97520 | N/A | PC | TOWARD THE IMPROVEMENT OF ACCESSIBILITY AT THE MUSEUM. | $15,000 | |
| SISKIYOU SINGERS | ||||||||
| PO BOX 145 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF THE RECRUITMENT OF AN ORCHESTRA TO PARTICIPATE IN TWO CHORAL-ORCHESTRAL WORKS TO BE PERFORMED AT SOUTHERN OREGON UNIVERSITY. | $3,000 | |
| SOUTHERN OREGON CHILD & FAMILY COUNCIL | ||||||||
| PO BOX 3697 | CENTRAL POINT | OR | 97520 | N/A | PC | IN SUPPORT OF THE LISTO FAMILY LITERACY PROGRAM - ADULT EDUCATION PROJECT FOR 100 PLUS LATINX ADULTS. | $15,000 | |
| SOUTHERN OREGON FILM SOCIETY | ||||||||
| PO BOX 218 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF A YEAR ROUND COMMUNITY THEATRE AT ASHLAND INDEPENDENT FILM FESTIVAL. | $8,000 | |
| SOUTHERN OREGON PUBLIC BROADCASTING | ||||||||
| 28 S FIR ST STE 200 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF A PROGRAM THAT HIGHLIGHTS ORGANIZATIONS MAKING A DIFFERENCE IN SOUTHERN OREGON. | $10,000 | |
| SPARTAN BOXING | ||||||||
| 729 WELCH STREET | MEDFORD | OR | 97501 | N/A | PC | GENERAL OPERATING SUPPORT. | $8,000 | |
| TOBY FUND OF WOLF CREEK | ||||||||
| PO BOX 277 | GRANTS PASS | OR | 97528 | N/A | PC | TOWARD THE COST OF A SPAY/NEUTER PROGRAM IN THE ILLINOIS VALLEY FOR LOW-INCOME PET PARENTS. | $2,000 | |
| WILDLIFE IMAGES REHABILITATION & EDUCATION CENTER | ||||||||
| PO BOX 36 | MERLIN | OR | 97532 | N/A | PC | TOWARD THE PURCHASE OF FIRE SUPPRESSION EQUIPMENT. | $6,000 | |
| YOUTH SYMPHONY OF SOUTHERN OREGON | ||||||||
| PO BOX 4291 | MEDFORD | OR | 97501 | N/A | PC | TOWARD SUPPORT FOR THE 2024-25 CONCERT SEASON. | $8,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $246,650 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,143 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $661,970 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $277,680 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| UBI FROM PARTNERSHIPS | 900099 | $1,820 | ||
| NET LOSS FROM OTHER INVESTMENTS | 900099 | 14 | -$24,122 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,820 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $918,671 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $920,491 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $17,950 | Amt |
| Net Investment Income | $8,975 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,975 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| TELEPHONE SYSTEM | 2000-09-01 | $2,655 | $2,655 | SL | 10.000000000000 | $0 | $0 |
| CABINETS | 1997-11-19 | $292 | $292 | SL | 5.000000000000 | $0 | $0 |
| 2 FILE CABINETS | 2000-12-01 | $300 | $300 | SL | 10.000000000000 | $0 | $0 |
| POSTAGE SCALE | 2001-03-01 | $63 | $63 | SL | 5.000000000000 | $0 | $0 |
| GRANTWRITING SOFTWARE | 2001-04-01 | $5,830 | $5,830 | SL | 5.000000000000 | $0 | $0 |
| CONFERENCE TABLE | 2013-09-30 | $3,514 | $3,514 | SL | 7.000000000000 | $0 | $0 |
| COPIER - KONICA | 2017-04-06 | $5,225 | $5,225 | SL | 5.000000000000 | $0 | $0 |
| CONFERENCE TABLE | 2018-12-18 | $2,130 | $1,368 | SL | 7.000000000000 | $304 | $0 |
| TOUCHPOINT NETWORK | 2023-01-30 | $1,685 | $140 | SL | 5.000000000000 | $337 | $0 |
| FOUNDANT TECHNOLOGY | 2023-02-15 | $8,500 | $1,771 | SL | 2.000000000000 | $4,250 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COHEN & STEERS PREFERRED SEC & INC FUND | $2,326,711 | $2,109,871 |
| DODGE & COX INTERNATIONAL STOCK FUND | $1,008,355 | $1,666,512 |
| DODGE & COX STOCK FUND | $2,117,496 | $2,611,302 |
| JPMORGAN LARGE CAP GROWTH FUND - I | $1,539,164 | $1,965,361 |
| PIMCO TOTAL RETURN FUND | $3,029,136 | $2,472,825 |
| T. ROWE PRICE GLOBAL MULTI-SECTOR BOND FUND | $2,174,516 | $1,943,524 |
| VANGUARD 500 INDEX FUND ADMIRAL SHARES | $654,553 | $1,798,588 |
| VANGUARD EMERGING MARKETS SELECT STOCK FUND | $1,009,050 | $1,234,329 |
| VANGUARD EXTENDED MARKET INDEX | $358,821 | $881,953 |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADMIRAL | $2,156,712 | $2,662,074 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHGATE IV | AT COST | $165,088 | $107,386 |
| NORTHGATE PRIVATE EQUITIES | AT COST | $18,888 | $12,723 |
| NORTHGATE PRIVATE EQUITIES II | AT COST | $55,988 | $15,131 |
| NORTHGATE PRIVATE EQUITIES III | AT COST | $73,002 | $26,591 |
| NORTHGATE V | AT COST | $306,226 | $315,481 |
| NORTHGATE VENTURE II | AT COST | $134,069 | $200,879 |
| NORTHGATE VENTURE III | AT COST | $117,199 | $123,325 |
| NORTHGATE VENTURE VII | AT COST | $644,854 | $861,753 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| TELEPHONE SYSTEM | $2,655 | $2,655 | $0 |
| CABINETS | $292 | $292 | $0 |
| 2 FILE CABINETS | $300 | $300 | $0 |
| POSTAGE SCALE | $63 | $63 | $0 |
| GRANTWRITING SOFTWARE | $5,830 | $5,830 | $0 |
| CONFERENCE TABLE | $3,514 | $3,514 | $0 |
| COPIER - KONICA | $5,225 | $5,225 | $0 |
| CONFERENCE TABLE | $2,130 | $1,672 | $458 |
| TOUCHPOINT NETWORK | $1,685 | $477 | $1,208 |
| FOUNDANT TECHNOLOGY | $8,500 | $6,021 | $2,479 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT | Desc |
| BOY Book Value | $3,780 | BOYBookValueAmt |
| EOY Book Value | $3,780 | EOYBookValueAmt |
| EOYFMV | $3,780 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE | $2,930 | $1,465 | $1,465 |
| OFFICE EXPENSES | $10,463 | $5,232 | $5,231 |
| INSURANCE | $5,299 | $1,060 | $4,239 |
| DUES AND SUBSCRIPTIONS | $2,408 | $1,204 | $1,204 |
| ANNUAL REPORT | $1,642 | $821 | $821 |
| MISCELLANEOUS | $4,916 | $2,458 | $2,458 |
| DEFERRED TAX EXPENSE | $22,600 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| UBI FROM PARTNERSHIPS | $1,820 | $1,820 | |
| NET LOSS FROM OTHER INVESTMENTS | -$24,122 | -$24,122 | -$24,122 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED EXPENSES | $6,107 | $6,651 |
| DEFERRED EXCISE TAXES | $20,800 | $43,400 |
| EXCISE TAX PAYABLE | $112 | $252 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $20,299 | Amt |
| Net Investment Income | $20,299 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILINF FEES | $2,550 | $0 | $2,550 |
| PROVISION FOR EXCISE TAXES | $13,299 | $0 | $0 |
| PAYROLL TAXES | $13,362 | $4,424 | $8,938 |
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