CARPENTER FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CARPENTER FOUNDATION (EIN 93-0491360)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-03-19
- IRS object ID
- 202420799349100872
- Schema version
- 2022v5.0
- 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
- Legal Fees Schedule
- 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 | 2024-03-19T17:18:53-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 | 2022-07-01 | 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 | 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 | 2024-01-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EMILY | PersonFirstNm |
| Person Last | MOSTUE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,452,122 | 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 | $6,390 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,390 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $771,520 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $771,520 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $615,321 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,195,811 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $615,321 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$25,877 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$31,410 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,367,354 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,361,821 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $49,565 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,739 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $19,826 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $117,983 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $26,416 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $91,567 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $37,808 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $9,465 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $28,343 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,208 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $604 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $604 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,860 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,930 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,930 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $20,941 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,941 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $34,073 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,256 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,861 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $16,215 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $16,215 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,081 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,604 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,671 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $318,595 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $105,699 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $180,412 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $869,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $869,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,188,495 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $105,699 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,050,312 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $178,859 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,256,122 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,654 | CashBOYAmt |
| Cash EOY | $271,357 | CashEOYAmt |
| Cash EOYFMV | $271,357 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,650 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,654 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,654 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $7,157 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $17,618,714 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,228,206 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,441,320 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,106,559 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,436,853 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,720,623 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $27,538 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $18,150 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,065 | LandBOYAmt |
| Land EOY | $9,388 | LandEOYAmt |
| Land EOYFMV | $9,388 | LandEOYFMVAmt |
| Other Assets BOY | $3,780 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,780 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,780 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,791,579 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,955,238 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,452,122 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $204,800 | GrantsPayableBOYAmt |
| Grants Payable EOY | $192,800 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $30,219 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $27,019 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $235,019 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $219,819 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,556,560 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $18,735,419 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,556,560 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,735,419 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,791,579 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,955,238 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,556,560 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $178,859 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,735,419 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,735,419 | 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 | 2021-12-31 | AcquiredDt |
| Sold | 2022-12-31 | SoldDt |
| Gross Sales Price | $1,195,811 | GrossSalesPriceAmt |
| Cost Or Other Basis | $580,490 | CostOrOtherBasisAmt |
| Gain Or Loss | $615,321 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $615,321 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $615,321 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,460 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,460 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,460 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,760 | 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 | $21,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,300 | OverpaymentAmt |
| Applied To ES Tax | $4,300 | 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 |
|---|---|---|---|---|---|---|---|---|
| AMY CUDDY | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | PUBLIC TRUSTEE | 3.00 | $0 | $0 | $0 |
| EMILY MOSTUE | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | TRUSTEE/PRESIDENT | 12.00 | $48,204 | $1,361 | $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 |
| BRIAN GROSS | ||||||||
| 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 | $80,680 | CompensationAmt |
| Employee Benefits | $13,565 | 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 | $19,874,872 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $81,079 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,955,951 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,955,951 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $299,339 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,656,612 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $982,831 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $982,831 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,460 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $706 | IncomeTaxAmt |
| Total Tax | $18,166 | TotalTaxAmt |
| Distributable Before Adj | $964,665 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $964,665 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $964,665 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,050,312 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,050,312 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $964,665 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $852,690 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,050,312 | QualifyingDistributionsAmt |
| Applied To Year1 | $852,690 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $197,622 | 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 | $767,043 | 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 (96 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. | $6,000 | |
| 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. | $15,000 | |
| ANIMA MUNDI PRODUCTIONS | ||||||||
| PO BOX 1323 | PHOENIX | OR | 97535 | N/A | PC | IN SUPPORT OF A SERIES OF CONCERTS COMBINED WITH FREE YOUTH AND ADULT ORIENTED COMMUNITY EVENTS. | $5,000 | |
| APPLEGATE PARTNERSHIP | ||||||||
| PO BOX 899 | JACKSONVILLE | OR | 97530 | N/A | PC | IN SUPPORT OF A HANDS-ON ENVIRONMENTAL EDUCATION PROGRAM FOR STUDENTS. | $4,000 | |
| ASHLAND FOLK COLLECTIVE | ||||||||
| 188 CENTRAL AVENUE | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF COSTS ASSOCIATED WITH A NEW OPERATIONS MANAGER STAFF POSITION. | $2,000 | |
| ASHLAND HIGH SCHOOL | ||||||||
| 201 S MOUNTAIN AVENUE | ASHLAND | OR | 97520 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $12,500 | |
| BOYS & GIRLS CLUBS OF THE ROGUE VALLEY | ||||||||
| PO BOX 2450 | GRANTS PASS | OR | 97526 | N/A | PC | IN SUPPORT OF AN EDUCATION-BASED AFTER-SCHOOL PROGRAM FOR LOCAL YOUTH. | $15,000 | |
| BRITT FESTIVALS | ||||||||
| PO BOX 1124 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF THE 2023 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 & JOSEPHINE COUNTIES | ||||||||
| 409 N FRONT STREET | MEDFORD | OR | 97501 | N/A | PC | TO INCREASE THE NUMBER OF CASA VOLUNTEERS AND TO PROVIDE TRAUMA INFORMED CARE TRAINING TO STAFF AND VOLUNTEERS. | $15,000 | |
| CENTRAL MEDFORD HIGH SCHOOL | ||||||||
| 815 S OAKDALE | MEDFORD | OR | 97501 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $3,000 | |
| CLASSROOM LAW PROJECT | ||||||||
| 1300 SE 6TH AVENUE STE 190 | PORTLAND | OR | 97201 | N/A | PC | IN SUPPORT OF A VARIETY OF CIVICS EDUCATION PROGRAMS IN SOUTHERN OREGON. | $15,000 | |
| CONSUMER CREDIT COUNSELING SERVICE OF SOUTHERN OREGON | ||||||||
| 820 CRATER LAKE AVE 202 | MEDFORD | OR | 97501 | N/A | PC | TO PROVIDE LOW-COST COMMUNITY-BASED FINANCIAL EDUCATION AND CREDIT COUNSELING. | $9,000 | |
| CRATER HIGH SCHOOL | ||||||||
| 300 ASH STREET | CENTRAL POINT | OR | 97502 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $16,500 | |
| CROSSING BRIDGES THERAPEUTIC RIDING CENTER | ||||||||
| PO BOX 2276 | GRANTS PASS | OR | 97528 | N/A | PC | TOWARD THE PURCHASE OF TWO ADDITIONAL THERAPY HORSES. | $4,000 | |
| DAVID'S CHAIR OUTDOOR MOBILITY SYSTEMS | ||||||||
| 185 EASTERN STREET STE 400 | WHITE CITIY | OR | 97503 | N/A | PC | TO PURCHASE A RACK THAT ALLOWS FOR THE ELEVATION OF TRACK CHAIRS FOR MAINTENANCE AND REPAIRS. | $3,550 | |
| EAGLE POINT HIGH SCHOOL | ||||||||
| PO BOX 198 | EAGLE POINT | OR | 97524 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $13,500 | |
| FRIENDS OF COUNTRY LIVING | ||||||||
| PO BOX 1483 | GRANTS PASS | OR | 97528 | N/A | PC | TOWARD CREATING A PLAYSPACE REPRESENTING ASPECTS OF THE OREGON TRAIL FOR USE BY THE COMMUNITY. | $2,000 | |
| GRANTS PASS FAMILY YMCA | ||||||||
| 1000 REDWOOD AVE | GRANTS PASS | OR | 97527 | N/A | PC | IN SUPPORT OF COSTS ASSOCIATED WITH OPERATING HEALTH AND FITNESS PROGRAMS FOR YOUTH. | $4,000 | |
| GRANTS PASS MUSEUM OF ART | ||||||||
| PO BOX 966 | GRANTS PASS | OR | 97526 | N/A | PC | TOWARD COSTS ASSOCIATED WITH REMOVING THE EXISTING KITCHEN SPACE AND CONVERTING IT INTO GALLERY SPACE. | $7,500 | |
| GRANTS PASS SOBERING CENTER | ||||||||
| PO BOX 1388 | GRANTS PASS | OR | 97528 | N/A | PC | FOR LANDSCAPING IMPROVEMENTS TO PROVIDE COMMUNITY SERVICE OPPORTUNITIES FOR PERSONS MANDATED BY DRUG COURT. | $3,500 | |
| 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. | $8,000 | |
| ILLINOIS RIVER VALLEY ARTS COUNCIL | ||||||||
| PO BOX 522 | CAVE JUNCTION | OR | 97523 | N/A | PC | IN SUPPORT OF AN ART PROGRAM FOR STUDENTS AT TWO LOCAL SCHOOLS. | $5,000 | |
| ILLINOIS VALLEY FAMILY COALITION | ||||||||
| 535 E RIVER STREET | CAVE JUNCTION | OR | 97523 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $5,000 | |
| ILLINOIS VALLEY LIVING SOLUTIONS | ||||||||
| PO BOX 342 | CAVE JUNCTION | OR | 97523 | N/A | PC | FOR COSTS TO ESTABLISH AND OPERATE A TINY HOUSE VILLAGE FOR THE HOMELESS. | $10,000 | |
| ILLINOIS VALLEY WELLNESS RESOURCES | ||||||||
| PO BOX 342 | CAVE JUNCTION | OR | 97523 | N/A | PC | TOWARD AN EMERGENCY FIREWOOD AND MEDICAL SUPPORT PROGRAM. | $2,500 | |
| 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 BIRD OBSERVATORY | ||||||||
| PO BOX 758 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF A BILINGUAL EDUCATIONAL OUTREACH PROGRAM. | $5,000 | |
| LA CLINICA DEL VALLE | ||||||||
| 931 CHEVY WAY | MEDFORD | OR | 97504 | N/A | PC | IN SUPPORT OF EXPANDING A VARIETY OF URGENT CARE SERVICES FOR UNDERSERVED RESIDENTS. | $25,000 | |
| LIVING OPPORTUNITIES | ||||||||
| PO BOX 1105 | MEDFORD | OR | 97501 | N/A | PC | TOWARD THE PURCHASE OF FIVE VEHICLES TO TRANSPORT PERSONS WITH DISABILITIES. | $15,000 | |
| MASLOW PROJECT | ||||||||
| PO BOX 999 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF STAFFING FOR THE RESIDENTS LIVING IN THE PERMANENT SUPPORTIVE HOUSING. | $15,000 | |
| MULTICULTURAL ASSOCIATION OF SOUTHERN OREGON | ||||||||
| PO BOX 67 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF AN OVERNIGHT CAMP FOR 11-14 YR. OLDS PROVIDING A NATIVE AMERICAN CURRICULUM. | $5,000 | |
| 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 | TOWARD THE RENOVATION OF A LOCAL MOTEL INTO A SHELTER AND RESOURCE CENTER FOR UNHOUSED AND ECONOMICALLY STRESSED INDIVIDUALS. | $25,000 | |
| OREGON NONPROFIT LEADERS CONFERENCE NONPROFIT ASSOC OF OREGON | ||||||||
| 5100 SW MACADAM AVE STE 36 | PORTLAND | OR | 97239 | N/A | PC | SPONSORSHIP FOR SPRING 2023 CONFERENCE. | $1,500 | |
| OREGON SHAKESPEARE FESTIVAL ASSOCIATION | ||||||||
| 15 S PIONEER STREET | ASHLAND | OR | 97520 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $25,000 | |
| PACIFICA A GARDEN IN THE SISKIYOUS | ||||||||
| PO BOX 1 | WILLIAMS | OR | 97544 | N/A | PC | TOWARD THE CREATION OF A NEW NATURAL, EXPANDED PLAYGROUND AREA. | $3,250 | |
| 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 | |
| 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. | $12,000 | |
| PROSPECT HIGH SCHOOL | ||||||||
| PO BOX 40 | PROSPECT | OR | 97536 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $1,000 | |
| PROVIDENCE COMMUNITY HEALTH FOUNDATION | ||||||||
| 940 ROYAL AVE STE 410 | MEDFORD | OR | 97504 | N/A | PC | TO PURCHASE BASIC ITEMS NEEDED FOR BEHAVIORAL HEALTH PATIENTS TO MAINTAIN FOLLOW-UP CARE. | $10,000 | |
| RECLAIMING LIVES | ||||||||
| 228 E MAIN STREET STE H | MEDFORD | OR | 97501 | N/A | PC | TOWARD RENOVATION COSTS AND TO PURCHASE CHAIRS FOR A SPACE PROVIDING COUNSELING AND PEER SUPPORT SERVICES. | $5,000 | |
| 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 | IN SUPPORT OF A CHILDREN'S DENTAL HEALTH PROGRAM FOR RESTORATIVE CARE. | $18,000 | |
| ROGUE FARM CORPS | ||||||||
| PO BOX 86024 | PORTLAND | OR | 97286 | N/A | PC | IN SUPPORT OF A SUSTAINABLE AGRICULTURE TRAINING PROGRAM FOR 5 INDIVIDUALS. | $5,000 | |
| ROGUE GALLERY & ART CENTER | ||||||||
| 40 S BARTLETT STREET | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF THE 2023 EXHIBITION SERIES AT THE CRATERIAN THEATER. | $7,800 | |
| ROGUE RETREAT | ||||||||
| 711 E MAIN ST 25 | MEDFORD | OR | 97504 | N/A | PC | TOWARD BOARD DEVELOPMENT. | $5,000 | |
| ROGUE RIVER HIGH SCHOOL | ||||||||
| PO BOX 1045 | ROGUE RIVER | OR | 97537 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $3,500 | |
| ROGUE THEATER COMPANY | ||||||||
| 500 IOWA STREET | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF PRODUCTION COSTS FOR THE PLAY HEISENBREG. | $7,500 | |
| ROGUE VALLEY COUNCIL OF GOVERNMENTS | ||||||||
| PO BOX 3275 | CENTRAL POINT | OR | 97502 | N/A | PC | TOWARD THE PURCHASE OF A CARGO VAN. | $10,000 | |
| ROGUE VALLEY PEACE CHOIR | ||||||||
| PO BOX 825 | ASHLAND | OR | 97520 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $3,000 | |
| 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 | |
| ROGUE VALLEY YMCA | ||||||||
| 522 W 6TH STREET | MEDFORD | OR | 97501 | N/A | PC | TOWARD THE RENOVATION OF THE NEW CHILD CARE CENTER TO INCREASE CHILDCARE SERVICES IN THE COMMUNITY. | $15,000 | |
| SANCTUARY ONE | ||||||||
| 13195 UPPER APPLEGATE ROAD | JACKSONVILLE | OR | 97530 | N/A | PC | TO CREATE AN EXPANDED EDUCATION AND SERVICE LEARNING PROGRAM IN SPANISH. | $5,000 | |
| SET FREE SERVICES | ||||||||
| 1032 W MAIN STREET | MEDFORD | OR | 97501 | N/A | PC | TO PROVIDE A FOOD PANTRY, HOT MEALS, CLOTHING, SHOWER SERVICES AND LAUNDRY SERVICES TO THOSE IN NEED. | $10,000 | |
| SISKIYOU FIELD INSTITUTE | ||||||||
| PO BOX 207 | SELMA | OR | 97538 | N/A | PC | TOWARD THE PURCHASE OF EQUIPMENT AND FURNITURE TO EXPAND THE OUTDOOR KITCHEN INTO A COMMERCIAL KITCHEN. | $10,000 | |
| SMART READING - ROGUE VALLEY | ||||||||
| 670 SUPERIOR COURT STE 109 | MEDFORD | OR | 97504 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $6,000 | |
| SOUTH MEDFORD HIGH SCHOOL | ||||||||
| 1551 CUNNINGHAM LANE | MEDFORD | OR | 97501 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $20,500 | |
| SOUTHERN OREGON ASPIRE | ||||||||
| 1465-B NE 7TH STREET | GRANTS PASS | OR | 97526 | N/A | PC | TOWARD REPLACING THE ROOF AT AN INDEPENDENT LIVING CENTER APARTMENT COMPLEX. | $10,000 | |
| SOUTHERN OREGON FRIENDS OF HOSPICE | ||||||||
| 217 S MODOC AVENUE | ASHLAND | OR | 97520 | N/A | PC | TOWARD REFINISHING THE FLOORS AT CELIA'S HOUSE HOSPICE CENTER. | $5,000 | |
| SOUTHERN OREGON GUILD | ||||||||
| PO BOX 1596 | CAVE JUNCTION | OR | 97523 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $5,000 | |
| SOUTHERN OREGON JOBS WITH JUSTICE | ||||||||
| 258 A STREET 1-220 | ASHLAND | OR | 97520 | N/A | PC | TO EXPAND A COMMUNITY OUTREACH PROGRAM PROVIDING A WARMING CENTER AND DAILY MEALS. | $5,000 | |
| SOUTHERN OREGON LAND CONSERVANCY | ||||||||
| PO BOX 954 | ASHLAND | OR | 97520 | N/A | PC | GENERAL OPERATING SUPPORT. | $10,000 | |
| SOUTHERN OREGON PUBLIC BROADCASTING | ||||||||
| 28 S FIR ST | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF A PROGRAM THAT HIGHLIGHTS ORGANIZATIONS MAKING A DIFFERENCE IN SOUTHERN OREGON. | $10,000 | |
| ST VINCENT DE PAUL SOCIETY - MEDFORD | ||||||||
| PO BOX 1663 | MEDFORD | OR | 97501 | N/A | PC | TO PROVIDE EMERGENCY UTILITY ASSISTANCE TO LOCAL FAMILIES. | $20,000 | |
| THE ALS ASSOCIATION | ||||||||
| 825 NE MULTNOMAH STREET STE940 | PORTLAND | OR | 97232 | N/A | PC | TO PROVIDE A VARIETY OF SUPPORT SERVICES TO PEOPLE IN SOUTHERN OREGON LIVING WITH ALS. | $7,000 | |
| THE HEARTH | ||||||||
| PO BOX 441 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF CAREGIVER RETREATS, WORKSHOPS, AND TRAININGS. | $2,500 | |
| THREE RIVERS COMMUNITY ORCHESTRA | ||||||||
| 5822 NEW HOPE ROAD | GRANTS PASS | OR | 97527 | N/A | PC | IN SUPPORT OF PROVIDING THREE COMMUNITY CONCERTS IN 2023. | $2,500 | |
| UNITED WAY OF JACKSON COUNTY | ||||||||
| 60 HAWTHORNE STREET | MEDFORD | OR | 97504 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $25,000 | |
| ARMADILLO TECHNICAL INSTITUTE | ||||||||
| PO BOX 1560 | PHOENIX | OR | 97535 | N/A | PC | IN SUPPORT OF THE STUDENT SELF-CARE CENTER EXPANSION. | $16,000 | |
| ASHLAND NEW PLAYS FESTIVAL | ||||||||
| PO BOX 3314 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF THE 2022 ASHLAND NEW PLAYS FALL FESTIVAL. | $7,000 | |
| CARE FOUNDATION | ||||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | N/A | PC | AN UNSOLICITED GRANT MADE IN THE NAME OF HELEN BUNDY CARPENTER. | $4,000 | |
| EQUAMORE FOUNDATION | ||||||||
| 4723 HWY 66 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF PROVIDING CARE FOR ABANDONED, ABUSED AND NEGLECTED HORSES. | $7,000 | |
| FRIENDS OF THE OREGON CAVES & CHATEAU | ||||||||
| PO BOX 2195 | GRANTS PASS | OR | 97528 | N/A | PC | TOWARD THE RESTORATION OF SAMPLE FURNITURE PIECES. | $10,000 | |
| HIV ALLIANCE | ||||||||
| 1195A CITY VIEW STREET | EUGENE | OR | 97402 | N/A | PC | TO PROVIDE HIV, HEPATITIS C AND SYPHILIS TESTING, AND TO PROVIDE BASIC NEEDS SUPPORT. | $7,000 | |
| ILLINOIS VALLEY RURAL FIRE DISTRICT | ||||||||
| 681 CAVES HWY | CAVE JUNCTION | OR | 97523 | N/A | GOV | TOWARD THE COST OF RENTING A CRANE TO COMPLETE THE FIREFIGHTER TRAINING BUILDING. | $3,000 | |
| JACKSON COUNTY COMMUNITY SERVICES CONSORTIUM | ||||||||
| PO BOX 1087 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF UPDATING THE BASE (BLACK ALLIANCE SOCIAL EMPOWERMENT) WEBSITE AND CREATING A SERIES OF EDUCATIONAL VIDEOS. | $5,000 | |
| 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 | |
| KID TIME DISCOVERY EXPERIENCE | ||||||||
| 413 W MAIN STREET | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF A PROGRAM TO TRAIN EARLY CHILDHOOD TEACHERS. | $10,000 | |
| MAGDALENE HOME | ||||||||
| PO BOX 255 | MEDFORD | OR | 97501 | N/A | PC | GENERAL OPERATING SUPPORT. | $3,000 | |
| MIRACLE THEATRE GROUP | ||||||||
| 425 SE 6TH AVENUE | PORTLAND | OR | 97214 | N/A | PC | IN SUPPORT OF A BILINGUAL THEATRE RESIDENCY PROGRAM. | $3,000 | |
| NONPROFIT ASSOCIATION OF OREGON | ||||||||
| 4800 S MACADAM AVENUE | PORTLAND | OR | 97239 | N/A | PC | TO PROVIDE A VARIETY OF RESOURCES AND PROFESSIONAL DEVELOPMENT TO NONPROFITS IN SOUTHERN OREGON. | $10,000 | |
| 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. | $7,150 | 200 |
| PINK LEMONADE PROJECT | ||||||||
| 1207 WASHINGTON STREET STE 125 | VANCOUVER | WA | 98660 | N/A | PC | TO PROVIDE FINANCIAL ASSISTANCE TO UNDERSERVED PATIENTS TO ACCESS BREAST CANCER TREATMENT. | $5,000 | |
| PROJECT YOUTH PLUS | ||||||||
| 789 NE 7TH STREET | GRANTS PASS | OR | 97528 | N/A | PC | TOWARD FUNDING A NEW BUSINESS MANAGER STAFF POSITION. | $12,650 | |
| ROGUE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 3345 REDWOOD HWY | GRANTS PASS | OR | 97527 | N/A | PC | FOR JACKSON & JOSEPHINE COUNTY STUDENT SCHOLARSHIPS. | $25,000 | |
| RONALD MCDONALD HOUSE CHARITIES | ||||||||
| 2620 N COMMERCIAL AVENUE | PORTLAND | OR | 97227 | N/A | PC | TO REDUCE BARRIERS TO CARE FOR SERIOUSLY ILL CHILDREN BY PROVIDING NO COST LODGING, MEALS AND SUPPORT SERVICES. | $5,000 | |
| 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 | |
| SISKIYOU SINGERS | ||||||||
| PO BOX 3041 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF THE PRODUCTION OF MOZART'S CORONATION MASS AND REGINA COELI WITH PROFESSIONAL ORCHESTRA. | $5,000 | |
| SOUTHERN OREGON HISTORICAL SOCIETY | ||||||||
| 106 N CENTRAL | MEDFORD | OR | 97501 | N/A | PC | TOWARD COSTS ASSOCIATED WITH HIRING A PROFESSIONAL CURATOR OF COLLECTIONS. | $7,500 | |
| SOUTHERN OREGON REPERTORY SINGERS | ||||||||
| PO BOX 1091 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF PERFORMANCE COSTS FOR THE 2022-23 CONCERT SEASON. | $5,000 | |
| SPARTAN BOXING | ||||||||
| 729 WELCH STREET | MEDFORD | OR | 97501 | N/A | PC | GENERAL OPERATING SUPPORT. | $9,000 | |
| THE DOME SCHOOL | ||||||||
| PO BOX 812 | CAVE JUNCTION | OR | 97523 | N/A | PC | IN SUPPORT OF REPAIRS TO THE DOME SCHOOL FACILITY. | $5,000 | |
| WILDLIFE IMAGES | ||||||||
| PO BOX 36 | MERLIN | OR | 97532 | N/A | PC | TOWARD THE PURCHASE OF NEW CLASSROOM TABLES FOR CAMP EEK EDUCATIONAL PROGRAMS. | $6,000 | |
| YOUTH SYMPHONY OF SOUTHERN OREGON | ||||||||
| PO BOX 4291 | MEDFORD | OR | 97501 | N/A | PC | TOWARD SUPPORT FOR THE 2022-23 CONCERT SEASON. | $8,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $881,900 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 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 Apprv Fut | $192,800 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,390 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $771,520 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $615,321 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| UBI FROM PARTNERSHIPS | 900099 | $5,533 | ||
| NET LOSS FROM OTHER INVESTMENTS | 900099 | 14 | -$31,410 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,533 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,361,821 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,367,354 | 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 | 2 | CategoryTxt |
| Amt | $11,860 | Amt |
| Net Investment Income | $5,930 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,930 | 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 | $1,064 | SL | 7.000000000000 | $304 | $0 |
| TOUCHPOINT NETWORK | 2023-01-30 | $1,685 | SL | 5.000000000000 | $140 | $0 | |
| FOUNDANT TECHNOLOGY | 2023-02-15 | $8,500 | SL | 2.000000000000 | $1,771 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COHEN & STEERS PREFERRED SEC & INC FUND | $2,211,512 | $1,860,217 |
| CRM SMALL/MID CAP VALUE FUND | $1,055,516 | $916,256 |
| DODGE & COX INTERNATIONAL STOCK FUND | $2,199,968 | $2,563,829 |
| DODGE & COX STOCK FUND | $1,008,770 | $1,524,572 |
| JPMORGAN LARGE CAP GROWTH FUND - I | $1,592,343 | $1,500,687 |
| PIMCO TOTAL RETURN FUND | $2,927,407 | $2,370,150 |
| T. ROWE PRICE GLOBAL MULTI-SECTOR BOND FUND | $2,075,089 | $1,792,716 |
| VANGUARD 500 INDEX FUND ADMIRAL SHARES | $653,231 | $1,495,237 |
| VANGUARD EMERGING MARKETS SELECT STOCK FUND | $974,765 | $1,130,849 |
| VANGUARD EXTENDED MARKET INDEX | $347,613 | $767,137 |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADMIRAL | $2,181,992 | $2,519,670 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHGATE IV | AT COST | $157,834 | $121,135 |
| NORTHGATE PRIVATE EQUITIES | AT COST | $19,096 | $16,200 |
| NORTHGATE PRIVATE EQUITIES II | AT COST | $59,316 | $24,100 |
| NORTHGATE PRIVATE EQUITIES III | AT COST | $83,587 | $35,244 |
| NORTHGATE V | AT COST | $290,508 | $368,629 |
| NORTHGATE VENTURE II | AT COST | $128,942 | $169,605 |
| NORTHGATE VENTURE III | AT COST | $111,171 | $150,221 |
| NORTHGATE VENTURE VII | AT COST | $586,399 | $835,489 |
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 | $1,368 | $762 |
| TOUCHPOINT NETWORK | $1,685 | $140 | $1,545 |
| FOUNDANT TECHNOLOGY | $8,500 | $1,771 | $6,729 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $1,208 | LegalFeesAmt |
| Net Investment Income | $604 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $604 | DisbursementsCharitablePrpsAmt |
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 (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE | $2,808 | $1,404 | $1,404 |
| OFFICE EXPENSES | $13,592 | $6,796 | $6,796 |
| INSURANCE | $5,114 | $1,023 | $4,091 |
| DUES AND SUBSCRIPTIONS | $2,505 | $1,253 | $1,252 |
| ANNUAL REPORT | $1,420 | $710 | $710 |
| MISCELLANEOUS | $2,836 | $1,418 | $1,418 |
| DEFERRED TAX EXPENSE | -$900 | $0 | $0 |
| STATE INCOME TAX | -$294 | $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 | $5,533 | $5,533 | |
| NET LOSS FROM OTHER INVESTMENTS | -$31,410 | -$31,410 | -$31,410 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED EXPENSES | $4,746 | $6,107 |
| DEFERRED EXCISE TAXES | $21,700 | $20,800 |
| EXCISE TAX PAYABLE | $3,773 | $112 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $20,941 | Amt |
| Net Investment Income | $20,941 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OREGON CT-12 | $2,844 | $0 | $2,256 |
| PROVISION FOR EXCISE TAXES | $31,229 | $0 | $0 |
Comments