2024-03-19T17:18:53-05:00 2023-06-30 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990PF 2022-07-01 930491360 THE CARPENTER FOUNDATION CARP 5417725851 824 EAST MAIN ST 102 MEDFORD OR 97504 EMILY MOSTUE PRESIDENT 5417725851 2024-01-14 1 EMILY MOSTUE XXX-XX-XXXX 0 SANG AHN P00540880 5032270581 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 20452122 X 0 X 6390 6390 771520 771520 615321 1195811 615321 -25877 -31410 1367354 1361821 49565 29739 19826 117983 26416 91567 37808 9465 28343 1208 604 604 11860 5930 5930 20941 20941 0 34073 0 2256 1861 0 16215 0 16215 27081 12604 15671 318595 105699 180412 869900 869900 1188495 105699 1050312 178859 1256122 48654 271357 271357 5650 5654 5654 7157 17618714 17228206 18441320 1106559 1436853 1720623 27538 18150 1065 9388 9388 3780 3780 3780 18791579 18955238 20452122 204800 192800 30219 27019 235019 219819 X 18556560 18735419 18556560 18735419 18791579 18955238 18556560 178859 0 18735419 0 18735419 PUBLICLY TRADED SECURITIES P 2021-12-31 2022-12-31 1195811 580490 615321 615321 615321 17460 0 17460 0 17460 21760 0 0 0 21760 0 4300 4300 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 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 48204 1361 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 PAULA WILLIAMS 824 E MAIN STREET SUITE 102 MEDFORD OR 97504 PROGRAM OFFICER 40.00 80680 13565 0 0 NONE 0 0 19874872 81079 0 19955951 0 0 19955951 299339 19656612 982831 982831 17460 706 18166 964665 0 964665 0 964665 1050312 0 1050312 964665 852690 0 0 1050312 852690 0 0 197622 0 0 0 0 0 0 0 0 767043 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. 6000 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. 15000 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. 5000 APPLEGATE PARTNERSHIP PO BOX 899 JACKSONVILLE OR 97530 N/A PC IN SUPPORT OF A HANDS-ON ENVIRONMENTAL EDUCATION PROGRAM FOR STUDENTS. 4000 ASHLAND FOLK COLLECTIVE 188 CENTRAL AVENUE ASHLAND OR 97520 N/A PC IN SUPPORT OF COSTS ASSOCIATED WITH A NEW OPERATIONS MANAGER STAFF POSITION. 2000 ASHLAND HIGH SCHOOL 201 S MOUNTAIN AVENUE ASHLAND OR 97520 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 12500 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. 15000 BRITT FESTIVALS PO BOX 1124 MEDFORD OR 97501 N/A PC IN SUPPORT OF THE 2023 ORCHESTRA SEASON. 30000 BUTTE FALLS HIGH SCHOOL PO BOX 167 BUTTE FALLS OR 97522 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 1000 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. 15000 CENTRAL MEDFORD HIGH SCHOOL 815 S OAKDALE MEDFORD OR 97501 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 3000 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. 15000 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. 9000 CRATER HIGH SCHOOL 300 ASH STREET CENTRAL POINT OR 97502 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 16500 CROSSING BRIDGES THERAPEUTIC RIDING CENTER PO BOX 2276 GRANTS PASS OR 97528 N/A PC TOWARD THE PURCHASE OF TWO ADDITIONAL THERAPY HORSES. 4000 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. 3550 EAGLE POINT HIGH SCHOOL PO BOX 198 EAGLE POINT OR 97524 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 13500 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. 2000 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. 4000 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. 7500 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. 3500 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. 8000 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. 5000 ILLINOIS VALLEY FAMILY COALITION 535 E RIVER STREET CAVE JUNCTION OR 97523 N/A PC TOWARD GENERAL OPERATING SUPPORT. 5000 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. 10000 ILLINOIS VALLEY WELLNESS RESOURCES PO BOX 342 CAVE JUNCTION OR 97523 N/A PC TOWARD AN EMERGENCY FIREWOOD AND MEDICAL SUPPORT PROGRAM. 2500 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 BIRD OBSERVATORY PO BOX 758 ASHLAND OR 97520 N/A PC IN SUPPORT OF A BILINGUAL EDUCATIONAL OUTREACH PROGRAM. 5000 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. 25000 LIVING OPPORTUNITIES PO BOX 1105 MEDFORD OR 97501 N/A PC TOWARD THE PURCHASE OF FIVE VEHICLES TO TRANSPORT PERSONS WITH DISABILITIES. 15000 MASLOW PROJECT PO BOX 999 MEDFORD OR 97501 N/A PC IN SUPPORT OF STAFFING FOR THE RESIDENTS LIVING IN THE PERMANENT SUPPORTIVE HOUSING. 15000 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. 5000 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 TOWARD THE RENOVATION OF A LOCAL MOTEL INTO A SHELTER AND RESOURCE CENTER FOR UNHOUSED AND ECONOMICALLY STRESSED INDIVIDUALS. 25000 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. 1500 OREGON SHAKESPEARE FESTIVAL ASSOCIATION 15 S PIONEER STREET ASHLAND OR 97520 N/A PC TOWARD GENERAL OPERATING SUPPORT. 25000 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. 3250 PEACE HOUSE PO BOX 524 ASHLAND OR 97520 N/A PC IN SUPPORT OF A WEEKLY COMMUNITY MEAL FEEDING THE HUNGRY IN ASHLAND. 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. 12000 PROSPECT HIGH SCHOOL PO BOX 40 PROSPECT OR 97536 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 1000 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. 10000 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. 5000 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 IN SUPPORT OF A CHILDREN'S DENTAL HEALTH PROGRAM FOR RESTORATIVE CARE. 18000 ROGUE FARM CORPS PO BOX 86024 PORTLAND OR 97286 N/A PC IN SUPPORT OF A SUSTAINABLE AGRICULTURE TRAINING PROGRAM FOR 5 INDIVIDUALS. 5000 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. 7800 ROGUE RETREAT 711 E MAIN ST 25 MEDFORD OR 97504 N/A PC TOWARD BOARD DEVELOPMENT. 5000 ROGUE RIVER HIGH SCHOOL PO BOX 1045 ROGUE RIVER OR 97537 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 3500 ROGUE THEATER COMPANY 500 IOWA STREET ASHLAND OR 97520 N/A PC IN SUPPORT OF PRODUCTION COSTS FOR THE PLAY HEISENBREG. 7500 ROGUE VALLEY COUNCIL OF GOVERNMENTS PO BOX 3275 CENTRAL POINT OR 97502 N/A PC TOWARD THE PURCHASE OF A CARGO VAN. 10000 ROGUE VALLEY PEACE CHOIR PO BOX 825 ASHLAND OR 97520 N/A PC TOWARD GENERAL OPERATING SUPPORT. 3000 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 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. 15000 SANCTUARY ONE 13195 UPPER APPLEGATE ROAD JACKSONVILLE OR 97530 N/A PC TO CREATE AN EXPANDED EDUCATION AND SERVICE LEARNING PROGRAM IN SPANISH. 5000 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. 10000 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. 10000 SMART READING - ROGUE VALLEY 670 SUPERIOR COURT STE 109 MEDFORD OR 97504 N/A PC TOWARD GENERAL OPERATING SUPPORT. 6000 SOUTH MEDFORD HIGH SCHOOL 1551 CUNNINGHAM LANE MEDFORD OR 97501 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 20500 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. 10000 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. 5000 SOUTHERN OREGON GUILD PO BOX 1596 CAVE JUNCTION OR 97523 N/A PC TOWARD GENERAL OPERATING SUPPORT. 5000 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. 5000 SOUTHERN OREGON LAND CONSERVANCY PO BOX 954 ASHLAND OR 97520 N/A PC GENERAL OPERATING SUPPORT. 10000 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. 10000 ST VINCENT DE PAUL SOCIETY - MEDFORD PO BOX 1663 MEDFORD OR 97501 N/A PC TO PROVIDE EMERGENCY UTILITY ASSISTANCE TO LOCAL FAMILIES. 20000 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. 7000 THE HEARTH PO BOX 441 ASHLAND OR 97520 N/A PC IN SUPPORT OF CAREGIVER RETREATS, WORKSHOPS, AND TRAININGS. 2500 THREE RIVERS COMMUNITY ORCHESTRA 5822 NEW HOPE ROAD GRANTS PASS OR 97527 N/A PC IN SUPPORT OF PROVIDING THREE COMMUNITY CONCERTS IN 2023. 2500 UNITED WAY OF JACKSON COUNTY 60 HAWTHORNE STREET MEDFORD OR 97504 N/A PC TOWARD GENERAL OPERATING SUPPORT. 25000 ARMADILLO TECHNICAL INSTITUTE PO BOX 1560 PHOENIX OR 97535 N/A PC IN SUPPORT OF THE STUDENT SELF-CARE CENTER EXPANSION. 16000 ASHLAND NEW PLAYS FESTIVAL PO BOX 3314 ASHLAND OR 97520 N/A PC IN SUPPORT OF THE 2022 ASHLAND NEW PLAYS FALL FESTIVAL. 7000 CARE FOUNDATION PO BOX 1870 MERRIFIELD VA 22116 N/A PC AN UNSOLICITED GRANT MADE IN THE NAME OF HELEN BUNDY CARPENTER. 4000 EQUAMORE FOUNDATION 4723 HWY 66 ASHLAND OR 97520 N/A PC IN SUPPORT OF PROVIDING CARE FOR ABANDONED, ABUSED AND NEGLECTED HORSES. 7000 FRIENDS OF THE OREGON CAVES & CHATEAU PO BOX 2195 GRANTS PASS OR 97528 N/A PC TOWARD THE RESTORATION OF SAMPLE FURNITURE PIECES. 10000 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. 7000 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. 3000 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. 5000 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 KID TIME DISCOVERY EXPERIENCE 413 W MAIN STREET MEDFORD OR 97501 N/A PC IN SUPPORT OF A PROGRAM TO TRAIN EARLY CHILDHOOD TEACHERS. 10000 MAGDALENE HOME PO BOX 255 MEDFORD OR 97501 N/A PC GENERAL OPERATING SUPPORT. 3000 MIRACLE THEATRE GROUP 425 SE 6TH AVENUE PORTLAND OR 97214 N/A PC IN SUPPORT OF A BILINGUAL THEATRE RESIDENCY PROGRAM. 3000 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. 10000 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. 7150 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. 5000 PROJECT YOUTH PLUS 789 NE 7TH STREET GRANTS PASS OR 97528 N/A PC TOWARD FUNDING A NEW BUSINESS MANAGER STAFF POSITION. 12650 ROGUE COMMUNITY COLLEGE FOUNDATION 3345 REDWOOD HWY GRANTS PASS OR 97527 N/A PC FOR JACKSON & JOSEPHINE COUNTY STUDENT SCHOLARSHIPS. 25000 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. 5000 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 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. 5000 SOUTHERN OREGON HISTORICAL SOCIETY 106 N CENTRAL MEDFORD OR 97501 N/A PC TOWARD COSTS ASSOCIATED WITH HIRING A PROFESSIONAL CURATOR OF COLLECTIONS. 7500 SOUTHERN OREGON REPERTORY SINGERS PO BOX 1091 ASHLAND OR 97520 N/A PC IN SUPPORT OF PERFORMANCE COSTS FOR THE 2022-23 CONCERT SEASON. 5000 SPARTAN BOXING 729 WELCH STREET MEDFORD OR 97501 N/A PC GENERAL OPERATING SUPPORT. 9000 THE DOME SCHOOL PO BOX 812 CAVE JUNCTION OR 97523 N/A PC IN SUPPORT OF REPAIRS TO THE DOME SCHOOL FACILITY. 5000 WILDLIFE IMAGES PO BOX 36 MERLIN OR 97532 N/A PC TOWARD THE PURCHASE OF NEW CLASSROOM TABLES FOR CAMP EEK EDUCATIONAL PROGRAMS. 6000 YOUTH SYMPHONY OF SOUTHERN OREGON PO BOX 4291 MEDFORD OR 97501 N/A PC TOWARD SUPPORT FOR THE 2022-23 CONCERT SEASON. 8500 881900 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 192800 14 6390 14 771520 18 615321 UBI FROM PARTNERSHIPS 900099 5533 NET LOSS FROM OTHER INVESTMENTS 900099 14 -31410 5533 1361821 0 1367354 0 0 0 0 0 0 0 0 0 0 2 11860 5930 5930 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 1064 SL 7.000000000000 304 0 TOUCHPOINT NETWORK 2023-01-30 1685 SL 5.000000000000 140 0 FOUNDANT TECHNOLOGY 2023-02-15 8500 SL 2.000000000000 1771 0 COHEN & STEERS PREFERRED SEC & INC FUND 2211512 1860217 CRM SMALL/MID CAP VALUE FUND 1055516 916256 DODGE & COX INTERNATIONAL STOCK FUND 2199968 2563829 DODGE & COX STOCK FUND 1008770 1524572 JPMORGAN LARGE CAP GROWTH FUND - I 1592343 1500687 PIMCO TOTAL RETURN FUND 2927407 2370150 T. ROWE PRICE GLOBAL MULTI-SECTOR BOND FUND 2075089 1792716 VANGUARD 500 INDEX FUND ADMIRAL SHARES 653231 1495237 VANGUARD EMERGING MARKETS SELECT STOCK FUND 974765 1130849 VANGUARD EXTENDED MARKET INDEX 347613 767137 VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADMIRAL 2181992 2519670 NORTHGATE IV AT COST 157834 121135 NORTHGATE PRIVATE EQUITIES AT COST 19096 16200 NORTHGATE PRIVATE EQUITIES II AT COST 59316 24100 NORTHGATE PRIVATE EQUITIES III AT COST 83587 35244 NORTHGATE V AT COST 290508 368629 NORTHGATE VENTURE II AT COST 128942 169605 NORTHGATE VENTURE III AT COST 111171 150221 NORTHGATE VENTURE VII AT COST 586399 835489 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 1368 762 TOUCHPOINT NETWORK 1685 140 1545 FOUNDANT TECHNOLOGY 8500 1771 6729 LEGAL 1208 604 604 DEPOSIT 3780 3780 3780 TELEPHONE 2808 1404 1404 OFFICE EXPENSES 13592 6796 6796 INSURANCE 5114 1023 4091 DUES AND SUBSCRIPTIONS 2505 1253 1252 ANNUAL REPORT 1420 710 710 MISCELLANEOUS 2836 1418 1418 DEFERRED TAX EXPENSE -900 0 0 STATE INCOME TAX -294 0 0 UBI FROM PARTNERSHIPS 5533 5533 NET LOSS FROM OTHER INVESTMENTS -31410 -31410 -31410 ACCRUED EXPENSES 4746 6107 DEFERRED EXCISE TAXES 21700 20800 EXCISE TAX PAYABLE 3773 112 INVESTMENT MANAGEMENT FEES 20941 20941 0 OREGON CT-12 2844 0 2256 PROVISION FOR EXCISE TAXES 31229 0 0