2024-12-20T12:17:04-06:00 2024-06-30 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990PF 2023-07-01 930491360 THE CARPENTER FOUNDATION CARP 5417725851 824 EAST MAIN ST 102 102 MEDFORD OR 97504 EMILY MOSTUE PRESIDENT 5417725851 2024-12-19 1 0 SANG AHN P00540880 5032270581 2023 2024-10-15 13:58:12Z X 21769720 X 0 X 3143 3143 661970 661970 277680 1546499 277680 -22302 -24122 920491 918671 51716 31030 20686 123985 27558 96427 28273 5771 22502 17950 8975 8975 20299 20299 0 29211 4424 11488 4891 0 16690 0 16690 50258 12240 15418 343273 110297 192186 959650 959650 1302923 110297 1151836 -382432 808374 271357 746175 746175 5654 5660 5660 17228206 16374514 19346339 1436853 1515314 1663269 27538 23041 9388 4497 4497 3780 3780 3780 18955238 18649940 21769720 192800 246650 27019 50303 219819 296953 X 18735419 18352987 18735419 18352987 18955238 18649940 18735419 -382432 0 18352987 0 18352987 PUBLICLY TRADED SECURITIES P 2022-12-31 2023-12-31 1546499 1268819 277680 277680 277680 11236 0 11236 0 11236 17480 0 0 0 17480 0 6244 6244 0 0 0 0 0 0 0 0 0 1 1 0 1 1 OR 1 0 0 0 0 1 WWW.CARPENTER-FOUNDATION.ORG THE CARPENTER FOUNDATION 5417725851 824 E MAIN STREET SUITE 102 MEDFORD OR 97504 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EMILY MOSTUE 824 E MAIN STREET SUITE 102 MEDFORD OR 97504 TRUSTEE/PRESIDENT 12.00 50181 1535 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 PAULA WILLIAMS 824 E MAIN STREET SUITE 102 MEDFORD OR 97504 PROGRAM OFFICER 40.00 85151 15626 0 0 NONE 0 0 20594318 168745 0 20763063 0 0 20763063 311446 20451617 1022581 1022581 11236 4 11240 1011341 0 1011341 0 1011341 1151836 0 1151836 1011341 767043 0 0 1151836 767043 0 0 384793 0 0 0 0 0 0 0 0 626548 0 0 0 THE CARPENTER FOUNDATION 824 EAST MAIN ST NO 102 MEDFORD OR 97504 5417725732 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. GRANT APPLICATION DEADLINES ARE SET QUARTERLY. PLEASE CALL (541)772-5732 FOR DEADLINE DATES. 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. 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. 10000 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. 5000 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. 7000 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. 5000 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. 6000 ASHLAND HIGH SCHOOL 201 S MOUNTAIN AVENUE ASHLAND OR 97520 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 12500 ASHLAND NEW PLAYS FESTIVAL PO BOX 3314 ASHALND OR 97520 N/A PC TOWARD COSTS TO PRODUCE THE ANNUAL 2023 FALL FESTIVAL. 8000 BRITT FESTIVALS PO BOX 1124 MEDFORD OR 97501 N/A PC IN SUPPORT OF THE 2024 ORCHESTRA SEASON. 30000 BUTTE FALLS HIGH SCHOOL PO BOX 167 BUTTE FALLS OR 97522 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 1000 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. 15000 CASCADE PACIFIC RC&D PO BOX 2630 CORVALLIS OR 97333 N/A PC IN SUPPORT OF A COMPOSTING PROGRAM IN SOUTHERN OREGON. 3000 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. 15000 COMMUNITY WORKS 2594 E BARNETT ROAD STE C MEDFORD OR 97504 N/A PC IN SUPPORT OF HIRING A DIVERSITY AND BELONGING COORDINATOR. 15000 CRATER HIGH SCHOOL 300 ASH STREET CENTRAL POINT OR 97502 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 16500 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. 5000 EAGLE POINT HIGH SCHOOL PO BOX 198 EAGLE POINT OR 97524 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 13500 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. 5000 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. 15000 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. 5000 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. 5000 HELP NOW ADVOCACY 2317 E MAIN STREET MEDFORD OR 97504 N/A PC TOWARD GENERAL OPERATING SUPPORT. 2000 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. 10000 INNOVATION ACADEMY 815 S OAKDALE MEDFORD OR 97501 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 3000 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. 7000 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. 5000 JACKSONVILLE COMMUNITY CENTER PO BOX 1435 JACKSONVILLE OR 97530 N/A PC TOWARD YOUTH AND FAMILY DEVELOPMENT PROGRAMS. 5000 JOSEPHINE COMMUNITY LIBRARY FOUNDATION 200 NW C STREET GRANTS PASS OR 97526 N/A PC TOWARD THE NEW WILLIAMS LIBRARY RENOVATION COSTS. 20000 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. 10000 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. 8000 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. 2000 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. 5000 MASLOW PROJECT PO BOX 999 MEDFORD OR 97501 N/A PC IN SUPPORT OF PERMANENT SUPPORTIVE HOUSING CASE MANAGEMENT. 15000 MEALS OF HOPE 2221 CORPORATION BLVD NAPLES FL 34109 N/A PC IN SUPPORT OF A MEAL-PACKING EVENT IN JACKSON COUNTY. 3000 MT ASHLAND ASSOCIATION PO BOX 220 ASHLAND OR 97520 N/A PC TOWARD COSTS ASSOCIATED WITH THE AISLE 2 TRAIL WIDENING PROJECT. 15000 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. 3000 NONPROFIT ASSOCIATION OF OREGON 5100 SW MACADAM AVE STE 36 PORTLAND OR 97239 N/A PC SPONSORSHIP FOR THE SPRING 2024 NONPROFIT LEADERS CONFERENCE. 1500 NORTH MEDFORD HIGH SCHOOL 1900 N KEENE WAY DRIVE MEDFORD OR 97504 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 19500 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. 20000 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. 3000 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. 5000 OREGON SHAKESPEARE FESTIVAL ASSOCIATION 15 S PIONEER STREET ASHLAND OR 97520 N/A PC IN SUPPORT OF THE 2024 OSF SEASON. 30000 PARKER HOUSE PROJECT 2895 HWY 66 ASHLAND OR 97520 N/A PC TOWARD GENERAL OPERATING SUPPORT. 5000 PHOENIX HIGH SCHOOL PO BOX 697 PHOENIX OR 97535 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 9000 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. 15000 PROSPECT HIGH SCHOOL PO BOX 40 PROSPECT OR 97536 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 1000 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. 5000 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. 6000 ROGUE COMMUNITY COLLEGE FOUNDATION 3345 REDWOOD HWY GRANTS PASS OR 97527 N/A PC FOR JACKSON & JOSEPHINE COUNTY STUDENT SCHOLARSHIPS. 25000 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. 20000 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. 7500 ROGUE GALLERY & ART CENTER 40 S BARTLETT STREET MEDFORD OR 97501 N/A PC TOWARD GENERAL OPERATING SUPPORT. 10000 ROGUE RETREAT 711 E MAIN ST 25 MEDFORD OR 97504 N/A PC FOR GENERAL OPERATING EXPENSES FOR THE AGENCYS WORK WITH HOMELESS PEOPLE. 20000 ROGUE RIVER HIGH SCHOOL PO BOX 1045 ROGUE RIVER OR 97537 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 3500 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. 7500 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. 7000 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. 7000 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. 10000 SISKIYOU VIOLINS PO BOX 4546 MEDFORD OR 97501 N/A PC TOWARD THE 2024 VIENNA FESTIVAL AND GENERAL SCHOLARSHIP SUPPORT. 4000 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. 7500 SOUTH MEDFORD HIGH SCHOOL 1551 CUNNINGHAM LANE MEDFORD OR 97501 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 20500 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 5000 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. 5000 SOUTHERN OREGON UNIVERSITY FOUNDATION 1250 SISKIYOU BLVD ASHLAND OR 97520 N/A PC IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. 25000 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. 20000 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. 15000 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. 3000 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. 10000 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. 15000 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. 2500 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. 7500 UNITED WAY OF JACKSON COUNTY 60 HAWTHORNE STREET MEDFORD OR 97504 N/A PC TOWARD GENERAL OPERATING SUPPORT. 25000 APPLEGATE SISKIYOU ALLIANCE PO BOX 114 JACKSONVILLE OR 97530 N/A PC IN SUPPORT OF A CULTURE AND SCIENCE FESTIVAL. 5000 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. 3000 ASHLAND NEWS PO BOX 640 ASHLAND OR 97520 N/A PC TO HIRE A SUMMER INTERN TO HELP WITH PUBLICATION. 2000 BARNSTORMERS THEATRE INC 112 NE EVELYN AVE GRANTS PASS OR 97526 N/A PC TOWARD THE PAINTING OF THE EXTERIOR OF THE THEATER BUILDING. 5000 CARE FOUNDATION PO BOX 1870 MERRIFIELD VA 22116 N/A PC AN UNSOLICITED GRANT MADE IN THE NAME OF HELEN BUNDY CARPENTER. 4000 CHESS FOR SUCCESS 4207 SE WOODSTOCK BLVD 271 PORTLAND OR 97206 N/A PC TOWARD OPERATING COSTS FOR TWO AFTER-SCHOOL CHESS CLUBS. 2000 COLLABORATIVE THEATRE PROJECT INC 555 MEDFORD CENTER MEDFORD OR 97504 N/A PC TOWARD GENERAL OPERATING SUPPORT. 5000 COMPASS HOUSE 37 N IVY STREET MEDFORD OR 97501 N/A PC IN SUPPORT OF DEI TRAINING AND EMPLOYMENT/EDUCATION WORKSHOPS. 12500 EQUAMORE FOUNDATION 4723 HWY 66 ASHLAND OR 97520 N/A PC TOWARD FOOD PURCHASE TO CARE FOR HORSES. 4000 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. 5000 HABITAT FOR HUMANITY ROGUE VALLEY PO BOX 688 MEDFORD OR 97501 N/A PC TOWARD THE RENOVATION AND EXPANSION OF THE HABITAT RESTORE BUILDING. 10000 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. 7000 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. 4000 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. 3000 MAGDALENE HOME PO BOX 255 MEDFORD OR 97501 N/A PC GENERAL OPERATING SUPPORT. 3000 OREGON ALLIANCE OF INDEPENDENT COLLEGES & UNIVERSITIES 8215 SW TUALATIN SHERWOOD RD STE 200 TUALATIN OR 97062 N/A PC TO PROVIDE SCHOLARSHIPS TO STUDENTS FROM JACKSON AND JOSEPHINE COUNTIES TO ATTEND PRIVATE COLLEGES AND UNIVERSITIES. 7150 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. 7500 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. 3000 PROJECT YOUTH PLUS 789 NE 7TH STREET GRANTS PASS OR 97528 N/A PC TOWARD FUNDING THE BUSINESS MANAGER STAFF POSITION. 14650 PROSPECT COMMUNITY CLUB PO BOX 37 PROSPECT OR 97536 N/A PC TO REPLACE THE PORCH ON THE COMMUNITY CENTER. 5000 ROGUE VALLEY HUMANE SOCIETY PO BOX 951 GRANTS PASS OR 97528 N/A PC TO PROVIDE SCHOLARSHIPS FOR CHILDREN TO ATTEND AN INTERACTIVE CAMP. 3000 ROOTS & WINGS CHILD DEVELOPMENT 3703 INTERNATIONAL WAY MEDFORD OR 97504 N/A PC TO PROVIDE SCHOLARSHIPS FOR LOW-INCOME CHILDREN TO ATTEND THE PRESCHOOL. 3000 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. 2500 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. 15000 SOUTHERN OREGON REPERTORY SINGERS PO BOX 1091 ASHLAND OR 97520 N/A PC IN SUPPORT OF PERFORMANCE COSTS FOR THE 2023-24 CONCERT SEASON. 5000 SOUTHERN OREGON UNIVERSITY FOUNDATION 1250 SISKIYOU BLVD ASHLAND OR 97520 N/A PC IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. 25000 SPARTAN BOXING 729 WELCH STREET MEDFORD OR 97501 N/A PC GENERAL OPERATING SUPPORT. 10000 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. 3000 WILDLIFE IMAGES PO BOX 36 MERLIN OR 97532 N/A PC TOWARD THE PURCHASE AND INSTALLATION OF A VIRTUAL, GPS TRACKER APP FOR VISITORS. 6000 YOUTH SYMPHONY OF SOUTHERN OREGON PO BOX 4291 MEDFORD OR 97501 N/A PC TOWARD SUPPORT FOR THE 2023-24 CONCERT SEASON. 8500 905800 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. 10000 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. 5000 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. 3000 BARNSTORMERS THEATRE INC 112 NE EVELYN AVE GRANTS PASS OR 97526 N/A PC TOWARD THE THE REPLACEMENT OF LIGHTING FIXTURES IN THE THEATRE. 1500 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. 10000 CARE FOUNDATION PO BOX 1870 MERRIFIELD VA 22116 N/A PC AN UNSOLICITED GRANT MADE IN THE NAME OF HELEN BUNDY CARPENTER. 4000 COMPASS HOUSE 37 N IVY STREET MEDFORD OR 97501 N/A PC IN SUPPORT OF MEMBER SKILLS DEVELOPMENT AND CPR/AED TRAINING. 12500 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. 9000 CRATERIAN PERFORMANCES COMPANY 23 S CENTRAL AVE MEDFORD OR 97501 N/A PC TOWARD GENERAL OPERATING SUPPORT. 10000 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. 5000 GIRLS BUILD PO BOX 11893 PORTLAND OR 97211 N/A PC IN SUPPORT OF THE GIRLS BUILD SUMMER CAMPS IN JACKSON AND JOSEPHINE COUNTIES. 5000 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. 10000 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. 7000 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. 4000 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. 15000 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. 5000 MAGDALENE HOME PO BOX 255 MEDFORD OR 97501 N/A PC IN SUPPORT OF STAFF WAGES. 3000 MIRACLE THEATRE GROUP 525 SE STARK PORTLAND OR 97214 N/A PC TOWARD A BILINGUAL AND BICULTURAL ARTS RESIDENCY PROGRAM FOR LOCAL SCHOOLS. 4000 OREGON ALLIANCE OF INDEPENDENT COLLEGES & UNIVERSITIES 8215 SW TUALATIN SHERWOOD RD STE 200 TUALATIN OR 97062 N/A PC TO PROVIDE SCHOLARSHIPS TO STUDENTS FROM JACKSON AND JOSEPHINE COUNTIES TO ATTEND PRIVATE COLLEGES AND UNIVERSITIES. 7150 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. 3000 PEACE HOUSE PO BOX 524 ASHLAND OR 97520 N/A PC IN SUPPORT OF A WEEKLY COMMUNITY MEAL FEEDING THE HUNGRY IN ASHLAND. 5000 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. 5000 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. 3000 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. 5000 ROGUE RIVER COMMUNITY CENTER PO BOX 295 ROGUE RIVER OR 97537 N/A PC TOWARD REPLACING WINDOWS AT THE THRIFT STORE BUILDING. 10000 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. 10000 SCIENCE WORKS HANDS-ON MUSEUM 1500 E MAIN STREET ASHLAND OR 97520 N/A PC TOWARD THE IMPROVEMENT OF ACCESSIBILITY AT THE MUSEUM. 15000 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. 3000 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. 15000 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. 8000 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. 10000 SPARTAN BOXING 729 WELCH STREET MEDFORD OR 97501 N/A PC GENERAL OPERATING SUPPORT. 8000 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. 2000 WILDLIFE IMAGES REHABILITATION & EDUCATION CENTER PO BOX 36 MERLIN OR 97532 N/A PC TOWARD THE PURCHASE OF FIRE SUPPRESSION EQUIPMENT. 6000 YOUTH SYMPHONY OF SOUTHERN OREGON PO BOX 4291 MEDFORD OR 97501 N/A PC TOWARD SUPPORT FOR THE 2024-25 CONCERT SEASON. 8500 246650 14 3143 14 661970 18 277680 UBI FROM PARTNERSHIPS 900099 1820 NET LOSS FROM OTHER INVESTMENTS 900099 14 -24122 1820 918671 0 920491 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 17950 8975 8975 TELEPHONE SYSTEM 2000-09-01 2655 2655 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 5830 5830 SL 5.000000000000 0 0 CONFERENCE TABLE 2013-09-30 3514 3514 SL 7.000000000000 0 0 COPIER - KONICA 2017-04-06 5225 5225 SL 5.000000000000 0 0 CONFERENCE TABLE 2018-12-18 2130 1368 SL 7.000000000000 304 0 TOUCHPOINT NETWORK 2023-01-30 1685 140 SL 5.000000000000 337 0 FOUNDANT TECHNOLOGY 2023-02-15 8500 1771 SL 2.000000000000 4250 0 COHEN & STEERS PREFERRED SEC & INC FUND 2326711 2109871 DODGE & COX INTERNATIONAL STOCK FUND 1008355 1666512 DODGE & COX STOCK FUND 2117496 2611302 JPMORGAN LARGE CAP GROWTH FUND - I 1539164 1965361 PIMCO TOTAL RETURN FUND 3029136 2472825 T. ROWE PRICE GLOBAL MULTI-SECTOR BOND FUND 2174516 1943524 VANGUARD 500 INDEX FUND ADMIRAL SHARES 654553 1798588 VANGUARD EMERGING MARKETS SELECT STOCK FUND 1009050 1234329 VANGUARD EXTENDED MARKET INDEX 358821 881953 VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADMIRAL 2156712 2662074 NORTHGATE IV AT COST 165088 107386 NORTHGATE PRIVATE EQUITIES AT COST 18888 12723 NORTHGATE PRIVATE EQUITIES II AT COST 55988 15131 NORTHGATE PRIVATE EQUITIES III AT COST 73002 26591 NORTHGATE V AT COST 306226 315481 NORTHGATE VENTURE II AT COST 134069 200879 NORTHGATE VENTURE III AT COST 117199 123325 NORTHGATE VENTURE VII AT COST 644854 861753 TELEPHONE SYSTEM 2655 2655 0 CABINETS 292 292 0 2 FILE CABINETS 300 300 0 POSTAGE SCALE 63 63 0 GRANTWRITING SOFTWARE 5830 5830 0 CONFERENCE TABLE 3514 3514 0 COPIER - KONICA 5225 5225 0 CONFERENCE TABLE 2130 1672 458 TOUCHPOINT NETWORK 1685 477 1208 FOUNDANT TECHNOLOGY 8500 6021 2479 DEPOSIT 3780 3780 3780 TELEPHONE 2930 1465 1465 OFFICE EXPENSES 10463 5232 5231 INSURANCE 5299 1060 4239 DUES AND SUBSCRIPTIONS 2408 1204 1204 ANNUAL REPORT 1642 821 821 MISCELLANEOUS 4916 2458 2458 DEFERRED TAX EXPENSE 22600 0 0 UBI FROM PARTNERSHIPS 1820 1820 NET LOSS FROM OTHER INVESTMENTS -24122 -24122 -24122 ACCRUED EXPENSES 6107 6651 DEFERRED EXCISE TAXES 20800 43400 EXCISE TAX PAYABLE 112 252 INVESTMENT MANAGEMENT FEES 20299 20299 0 STATE FILINF FEES 2550 0 2550 PROVISION FOR EXCISE TAXES 13299 0 0 PAYROLL TAXES 13362 4424 8938