2023-03-16T14:42:06-05:00 2022-06-30 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990PF 2021-07-01 930491360 THE CARPENTER FOUNDATION CARP 5417725851 824 EAST MAIN ST 102 MEDFORD OR 97504 EMILY MOSTUE PRESIDENT 5417725851 2023-02-27 1 EMILY MOSTUE XXX-XX-XXXX SANG AHN P00540880 5032270581 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X 20349507 X 402 X 2180 2180 1079932 1079932 622750 1417198 622750 -27848 -38274 1677416 1666588 46716 28029 18687 111070 24864 86206 34821 8709 26112 16900 8450 8450 24278 24278 0 32113 0 2178 1088 0 14970 0 14970 -37375 8706 11646 244581 103036 168249 657900 657900 902481 103036 826149 774935 1563552 175222 48654 48654 5648 5650 5650 735 7157 7157 16366665 17618714 18017812 1558885 1106559 2265389 20009 18944 2153 1065 1065 3780 3780 3780 18113088 18791579 20349507 224650 204800 106813 30219 331463 235019 X 17781625 18556560 17781625 18556560 18113088 18791579 17781625 774935 0 18556560 0 18556560 PUBLICLY TRADED SECURITIES P 2020-12-31 2021-12-31 1417198 794448 622750 622750 622750 21733 0 21733 0 21733 0 0 23000 0 23000 724 543 543 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 45359 1356 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 TERESA SAYRE 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 PAUL NICHOLSON 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 75961 12544 0 0 NONE 0 0 23456583 126287 0 23582870 0 0 23582870 353743 23229127 1161456 1161456 21733 1398 23131 1138325 0 1138325 0 1138325 826149 0 826149 1138325 540514 0 0 826149 540514 0 0 285635 0 0 0 0 0 0 0 0 852690 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. 1000 FRIENDS OF OREGON PO BOX 40367 PORTLAND OR 97204 N/A PC IN SUPPORT OF PROVIDING INFORMATION, EDUCATION AND TOOLS FOR PEOPLE TO GET INVOLVED IN LOCAL LAND USE ISSUES. 5000 ACCESS INC PO BOX 4666 MEDFORD OR 97501 N/A PC IN SUPPORT OF FOOD BANKS TO PROVIDE NUTRITION TO VULNERABLE INDIVIDUALS AND FAMILIES. 15000 ANIMA MUNDI PRODUCTIONS PO BOX 1323 PHOENIX OR 97535 N/A PC TOWARD THE COMMISSIONING OF NEW MUSIC BY 7 COMPOSERS OF COLOR. 5000 ART PRESENCE ART CENTER PO BOX 185 JACKSONVILLE OR 97530 N/A PC TO PROVIDE A SALARY FOR A NEW EXECUTIVE DIRECTOR. 3000 ASHLAND HIGH SCHOOL 201 S MOUNTAIN AVENUE ASHLAND OR 97520 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 12500 BRITT FESTIVALS PO BOX 1124 MEDFORD OR 97501 N/A PC IN SUPPORT OF THE 2022 CLASSICAL MUSIC SEASON. 25000 BUTTE FALLS HIGH SCHOOL PO BOX 167 BUTTE FALLS OR 97522 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 1000 CENTRAL MEDFORD HIGH SCHOOL 815 S OAKDALE MEDFORD OR 97501 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 3000 CLASSROOM LAW PROJECT 620 SW MAIN ST STE 102 PORTLAND OR 97205 N/A PC IN SUPPORT OF PROVIDING CIVICS PROGRAMS IN SOUTHERN OREGON. 10000 COMPASS HOUSE 37 N IVY STREET MEDFORD OR 97501 N/A PC IN SUPPORT OF A PROGRAM PROVIDING A VARIETY OF SKILLS TO CLUBHOUSE MEMBERS. 12500 CONSUMER CREDIT COUNSELING SERVICE OF SOUTHERN OREGON 820 CRATER LAKE AVENUE 202 MEDFORD OR 97504 N/A PC TO PROVIDE COMMUNITY-BASED CREDIT COUNSELING AND FINANCIAL EDUCATION PROGRAMS. 7000 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 REPLACEMENT OF THE EXISTING FIELD FENCING. 4000 DAVID'S CHAIR OUTDOOR MOBILITY SYSTEMS 535 SUNRISE AVE MEDFORD OR 97504 N/A PC IN SUPPORT OF TRACK CHAIR REPAIR AND MAINTENANCE. 3500 DO GOOD FOUNDATION 560 NE F STREET PMB 555 GRANTS PASS OR 97526 N/A PC TOWARD A NEW SUPPORT GROUP FOR WOMEN IN GRANTS PASS. 2000 EAGLE POINT HIGH SCHOOL PO BOX 198 EAGLE POINT OR 97524 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 13500 GRANTS PASS MUSEUM OF ART PO BOX 966 GRANTS PASS OR 97526 N/A PC TOWARD THE PURCHASE OF A NEW ROOFTOP HVAC SYSTEM FOR THE MUSEUM FACILITY. 8000 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 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 PROGAM IN LOCAL SCHOOLS. 12000 LA CLINICA DEL VALLE 931 CHEVY WAY MEDFORD OR 97504 N/A PC TO INCREASE BEHAVIORAL HEALTH SERVICES AT SCHOOL-BASED HEALTH CENTERS. 20000 MASLOW PROJECT PO BOX 999 MEDFORD OR 97501 N/A PC TO EXPAND SUPPORT SERVICES. 15000 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 MOTEL INTO A COMPREHENSIVE SERVICE HUB FOR UNHOUSED AND ECONOMICALLY STRESSED RESIDENTS. 17500 OREGON LIONS SIGHT & HEARING FOUNDATION 1010 NW 22ND AVE N144 PORTLAND OR 97210 N/A PC IN SUPPORT OF A VISION SCREENING PROGRAM AT SCHOOLS IN JACKSON AND JOSEPHINE COUNTIES. 7500 OREGON NONPROFIT LEADERS CONFERENCE NONPROFIT ASSOC OF OREGON 5100 SW MACADAM AVE STE 36 PORTLAND OR 97239 N/A PC SPONSORSHIP FOR SPRING 2022 CONFERENCE. 1500 OREGON VALUES AND BELIEFS CENTER 7533 S CORBETT AVE PORTLAND OR 97219 N/A PC TOWARD COSTS ASSOOCIATED WITH A RESEARCH PANEL IN JACKSON AND JOSEPHINE COUNTIES TO PROVIDE FEEDBACK ON A VARIETY OF ISSUES. 6000 OREGON WILDLIFE FOUNDATION 901 SE OAK ST STE 103 PORTLAND OR 97214 N/A PC TO CONDUCT AN ANALYSIS FOR WILDLIFE CROSSING LOCATIONS ON I-5. 5000 PACIFICA A GARDEN IN THE SISKIYOUS PO BOX 1 WILLIAMS OR 97544 N/A PC TOWARD A PROGRAM COORDINATOR STAFF POSITION. 6000 PARKER HOUSE PROJECT 2895 HWY 66 ASHLAND OR 97520 N/A PC 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. 6300 PROSPECT HIGH SCHOOL PO BOX 40 PROSPECT OR 97536 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 1000 ROGUE GALLERY & ART CENTER 40 S BARTLETT STREET MEDFORD OR 97501 N/A PC IN SUPPORT OF A SERIES OF ART EXHIBITIONS FEATURING OVER 80 ARTISTS. 7800 ROGUE RETREAT 711 E MAIN ST 25 MEDFORD OR 97504 N/A PC TOWARD THE PURCHASE OF COMPUTERS AND OTHER TECHNOLOGY EQUIPMENT. 17500 ROGUE RIVER HIGH SCHOOL PO BOX 1045 ROGUE RIVER OR 97537 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 3500 ROGUE RIVER WATERSHED COUNCIL 89 ALDER STREET CENTRAL POINT OR 97502 N/A PC TO CREATE A REPORT CARD FOR PUBLIC USE OF THE ROGUE RIVER BASIN. 5000 ROGUE THEATER COMPANY 500 IOWA STREET ASHLAND OR 97520 N/A PC IN SUPPORT OF PRODUCTION COSTS FOR THE PLAY CHAPATTI. 4500 ROGUE VALLEY CHORALE ASSOCIATION 724 S CENTRAL AVE STE 102 MEDFORD OR 97501 N/A PC IN SUPPORT OF A CONCERT CELEBRATING THE AMERICAN EXPERIENCE. 6000 ROGUE VALLEY FARM TO SCHOOL PO BOX 898 ASHLAND OR 97520 N/A PC IN SUPPORT OF PROVIDING FARM FIELD TRIPS TO LOCAL YOUTH 7000 ROGUE VALLEY MENTORING 2391 S PACIFIC HWY MEDFORD OR 97501 N/A PC TO PROVIDE MENTORING SERVICES TO 6TH AND 7TH GRADE STUDENTS AT A LOCAL MIDDLE SCHOOL. 6500 SET FREE SERVICES 1032 W MAIN STREET MEDFORD OR 97501 N/A PC TOWARD BASIC NEEDS SUPPORT FOR HOMELESS PERSONS AND OTHERS IN NEED. 15000 SOUTH MEDFORD HIGH SCHOOL 1551 CUNNINGHAM LANE MEDFORD OR 97501 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 20500 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. 8000 ST MARK'S EPISCOPAL CHURCH 140 N OAKDALE MEDFORD OR 97501 N/A PC TO PROVIDE THANKSGIVING FOOD BASKETS TO LOW-INCOME FAMILIES. 6000 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 700 NE MULTNOMAH STREET STE 210 PORTLAND OR 97232 N/A PC TO PROVIDE PERSONILIZED CARE SERVICES TO INDIVIDUALS EXPERIENCING ALS. 5000 UNITED WAY OF JACKSON COUNTY 60 HAWTHORNE STREET MEDFORD OR 97504 N/A PC TOWARD GENERAL OPERATING SUPPORT. 25000 ASHLAND CULTURE OF PEACE COMMISSION 33 1ST STREET STE 1 ASHLAND OR 97520 N/A PC TO PROVIDE VOLUNTEER RECRUITMENT, TRAINING AND APPRECIATION FOR THE WINTER SHELTERS. 5000 ASHLAND EMERGENCY FOOD BANK PO BOX 3578 ASHLAND OR 97520 N/A PC TO PROVIDE FRESH AND PERISHABLE FOODS TO THE FOOD BANK. 5000 BARNSTORMERS THEATRE INC 112 NE EVELYN AVENUE GRANTS PASS OR 97526 N/A PC TOWARD UPGRADES IN THE THEATRE BUILDING. 2300 CARE FOUNDATION 4616 25TH AVENUE NE 477 SEATTLE WA 98105 N/A PC A GRANT MADE IN MEMORY OF HELEN B CARPENTER. 3000 COLLABORATIVE THEATRE PROJECT INC 555 MEDFORD CENTER MEDFORD OR 97504 N/A PC IN SUPPORT OF PERFORMANCES, PLAYREADINGS AND WORKSHOPS. 4000 DAVID'S CHAIR OUTDOOR MOBILITY SYSTEMS 535 SUNRISE AVENUE MEDFORD OR 97504 N/A PC TOWARD THE PURCHASE OF A WHEELCHAIR ACCESSIBLE VAN. 5000 GRANTS PASS SOBERING CENTER PO BOX 1388 GRANTS PASS OR 97528 N/A PC IN SUPPORT OF A COMMUNITY OUTREACH PROJECT TO EXPAND PARTNERSHIPS, STABILIZE FUNDING AND EDUCATE THE PUBLIC. 3000 GREATER APPLEGATE COMMUNITY DEVELOPMENT PO BOX 335 JACKSONVILLE OR 97530 N/A PC TOWARD A NEIGHBORHOOD EMERGENCY PREPARATION PLAN. 5000 HEART & HOPE MUSIC 321 S CLAY STREET 45 ASHLAND OR 97520 N/A PC IN SUPPORT OF PROVIDING A THERAPEUTIC MUSIC PROGRAM FOR ELDERS AND THOSE WITH SPECIAL NEEDS. 5000 JACKSON COUNTY LIBRARY SYSTEM 205 S CENTRAL AVENUE MEDFORD OR 97501 N/A PC A GRANT MADE IN MEMORY OF ASV CARPENTER TOWARD THE PURCHASE OF BOOKS. 3000 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 PROGAM IN LOCAL SCHOOLS. 12000 LA CLINICA DEL VALLE 931 CHEVY WAY MEDFORD OR 97504 N/A PC OPERATING SUPPORT FOR COVID-19 EMERGENCY RESPONSE SERVICES. 20000 MAGDALENE HOME 12 BLACK OAK DRIVE MEDFORD OR 97504 N/A PC IN SUPPORT OF PROVIDING CARE AND SERVICES TO PREGNANT TEENS AND TEEN MOTHERS. 2000 MIRACLE THEATRE GROUP 425 SE 6TH AVENUE PORTLAND OR 97214 N/A PC IN SUPPORT OF A BILINGUAL AND BICULTURAL ONLINE THEATRE PROGRAM FOR SCHOOLS. 3000 OREGON ALLIANCE OF INDEPENDENT COLLEGES & UNIVERSITIES 15573 BANGY ROAD SUITE 320 LAKE OSWEGO OR 97035 N/A PC TO PROVIDE TEN SCHOLARSHIPS TO LOCAL STUDENTS TO ATTEND PRIVATE COLLEGES AND UNIVERSITIES IN OREGON. 6500 OREGON LIONS SIGHT & HEARING FOUNDATION 1010 NW 22ND AVE N144 PORTLAND OR 97210 N/A PC TO PROVIDE VISION SCREENING AND REFERRALS TO STUDENTS IN LOCAL SCHOOLS. 5000 OREGON SHAKESPEARE FESTIVAL PO BOX 158 ASHLAND OR 97520 N/A PC IN SUPPORT OF A VARIETY OF EDUCATIONAL PROGRAMS. 25000 ROGUE COMMUNITY COLLEGE FOUNDATION 3345 REDWOOD HWY GRANTS PASS OR 97527 N/A PC FOR JACKSON & JOSEPHINE COUNTY SCHOLARSHIPS. 25000 ROGUE VALLEY FARM TO SCHOOL PO BOX 898 ASHLAND OR 97520 N/A PC TOWARD GENERAL OPERATING SUPPORT. 6000 SCIENCE WORKS HANDS-ON MUSEUM 1500 E MAIN STREET ASHLAND OR 97520 N/A PC TO PROVIDE A VARIETY OF EDUCATIONAL SCIENCE PROGRAMS AT THE MUSEUM AND IN TITLE 1 SCHOOLS. 15000 SMART READING - ROGUE VALLEY 670 SUPERIOR COURT STE109 MEDFORD OR 97504 N/A PC IN SUPPORT OF PROVIDING THE SMART READING PROGRAM. 6000 SOUTHERN OREGON REPERTORY SINGERS PO BOX 1091 ASHLAND OR 97520 N/A PC TOWARD GENERAL OPERATING SUPPORT. 5000 SOUTHERN OREGON UNIVERSITY 1250 SISKIYOU BLVD ASHLAND OR 97520 N/A GOV IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. 25000 SPARTAN BOXING 729 WELCH STREET MEDFORD OR 97501 N/A PC TOWARD GENERAL OPERATING SUPPORT. 8000 THE ALS ASSOCIATION 700 NE MULTNOMAH STREET STE 210 PORTLAND OR 97232 N/A PC TO PROVIDE MEDICAL SUPPORT TO LOCAL FAMILIES LIVING WITH ALS. 5000 THE VALLEY SCHOOL OF SOUTHERN OREGON 857 VALLEY VIEW DRIVE MEDFORD OR 97501 N/A PC TOWARD THE COST OF PROVIDING PROFESSIONAL PRACTITIONERS TO TEACH MINI-COURSES ON A VARIETY OF SUBJECTS. 5000 YOUTH SYMPHONY OF SOUTHERN OREGON PO BOX 4291 MEDFORD OR 97501 N/A PC IN SUPPORT OF THE 2020-21 CONCERT SEASON. 8000 674900 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 204800 14 2180 14 1079932 18 622750 UBI FROM PARTNERSHIPS 10426 NET NON-UBI FROM PARTNERSHIP INVESTMENTS 14 -38274 10426 1666588 0 1677014 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 16900 8450 8450 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 4441 SL 5.000000000000 784 0 CONFERENCE TABLE 2018-12-18 2130 760 SL 7.000000000000 304 0 COHEN & STEERS PREFERRED SEC & INC FUND 2308482 2060164 CRM SMALL/MID CAP VALUE FUND 1002958 838412 DODGE & COX STOCK FUND 1041124 1517297 DODGE & COX INTERNATIONAL STOCK FUND 2427259 2523935 JPMORGAN LARGE CAP GROWTH FUND - I 1693607 1303339 PIMCO TOTAL RETURN FUND 2942891 2502931 T. ROWE PRICE GLOBAL MULTI-SECTOR BOND FUND 2100220 1904989 VANGUARD 500 INDEX FUND ADMIRAL SHARES 692363 1372826 VANGUARD EMERGING MARKETS SELECT STOCK FUND 937196 1057628 VANGUARD EXTENDED MARKET INDEX 337074 665918 VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADMIRAL 2135540 2270373 NORTHGATE PRIVATE EQUITIES AT COST 19658 16241 NORTHGATE PRIVATE EQUITIES II AT COST 55905 27194 NORTHGATE PRIVATE EQUITIES III AT COST 54726 64444 NORTHGATE VENTURE II AT COST 114124 208965 NORTHGATE VENTURE III AT COST 100830 191513 NORTHGATE VENTURE VII AT COST 484615 1156071 NORTHGATE IV AT COST 156043 135220 NORTHGATE V AT COST 120658 465741 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 1064 1066 DEPOSIT 3780 3780 3780 TELEPHONE 2762 1381 1381 OFFICE EXPENSES 8279 4140 4139 INSURANCE 4904 981 3923 DUES AND SUBSCRIPTIONS 2303 1152 1151 ANNUAL REPORT 1699 850 849 MISCELLANEOUS 404 202 203 DEFERRED TAX EXPENSE -57400 0 0 STATE INCOME TAX -326 0 0 UBI FROM PARTNERSHIPS 10426 10426 NET NON-UBI FROM PARTNERSHIP INVESTMENTS -38274 -38274 -38274 ACCRUED EXPENSES 4883 4746 DEFERRED EXCISE TAXES 79100 21700 EXCISE TAX PAYABLE 22830 3773 INVESTMENT MANAGEMENT FEES 24278 24278 0 OREGON CT-12 2178 0 2178 PROVISION FOR EXCISE TAXES 29935 0 0