CARPENTER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CARPENTER FOUNDATION (EIN 93-0491360)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-03-03
- IRS object ID
- 202210629349100916
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-03T15:38:21-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 520 SW YAMHILL ST STE 500 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | 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 NO 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 | 2022-02-10 | 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 | 999009999 | SSN |
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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,417,586 | 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 | $308,730 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $691,006 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $691,006 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,565,014 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,836,213 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,565,014 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$41,462 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$42,501 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,523,290 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,213,521 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $45,190 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $27,114 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,076 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $107,144 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $23,875 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $83,269 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $32,836 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $8,207 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $24,629 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,815 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,908 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,907 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,280 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,280 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $87,608 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,033 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,474 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $14,340 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $14,340 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,257 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,218 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,039 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $336,944 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,602 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $158,293 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $744,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $744,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,081,494 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,602 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $902,843 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,441,796 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,121,919 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $64,995 | CashBOYAmt |
| Cash EOY | $175,222 | CashEOYAmt |
| Cash EOYFMV | $175,222 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,646 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,648 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,648 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $6,380 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $735 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $735 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $14,854,250 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,366,665 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,157,304 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,654,749 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,558,885 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,072,744 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,009 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,856 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,628 | LandBOYAmt |
| Land EOY | $2,153 | LandEOYAmt |
| Land EOYFMV | $2,153 | LandEOYFMVAmt |
| Other Assets BOY | $3,780 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,780 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,780 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,593,428 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,113,088 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,417,586 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $229,300 | GrantsPayableBOYAmt |
| Grants Payable EOY | $224,650 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $31,358 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $106,813 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $260,658 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $331,463 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $16,332,770 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $17,781,625 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,332,770 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,781,625 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,593,428 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,113,088 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,332,770 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,441,796 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,059 | OtherIncreasesAmt |
| Subtotal | $17,781,625 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,781,625 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICALLY TRADED SECURITIES | PropertyDesc |
| Acquired | 2020-06-30 | AcquiredDt |
| Sold | 2021-06-30 | SoldDt |
| Gross Sales Price | $2,836,213 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,271,199 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,565,014 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,565,014 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,565,014 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,495 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,495 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,495 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,808 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $18,687 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,495 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 |
| Individual With Books | THE CARPENTER FOUNDATION | IndividualWithBooksNm |
| Phone | 5417725851 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 824 E MAIN STREET SUITE 102 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EMILY MOSTUE | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | TRUSTEE/PRESIDENT | 12.00 | $43,875 | $1,315 | $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 |
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 | $0 | CompensationAmt |
| Employee Benefits | $0 | 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 | $21,194,406 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $133,219 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,327,625 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,327,625 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $319,914 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,007,711 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,050,386 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,050,386 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,495 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $29,495 | TotalTaxAmt |
| Distributable Before Adj | $1,020,891 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,020,891 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,020,891 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $902,843 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $902,843 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $902,843 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,020,891 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $422,466 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $902,843 | QualifyingDistributionsAmt |
| Applied To Year1 | $422,466 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $480,377 | 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 | $540,514 | 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 (85 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 3 RIVERS CHORALE | |||||||
| PO BOX 1742 | GRANTS PASS | OR | 97528 | N/A | PC | TO COLLABORATE WITH YOUNG SINGERS FOR CONCERTS FOCUSED ON WATER. | $1,000 |
| ACCESS INC | |||||||
| PO BOX 4666 | MEDFORD | OR | 97501 | N/A | PC | TOWARD THE PURCHASE OF A REFRIGERATED TRUCK. | $15,000 |
| ALLCARE COMMUNITY FOUNDATION | |||||||
| PO BOX 1972 | GRANTS PASS | OR | 97528 | N/A | PC | TOWARD THE CONSTRUCTION OF 17 TINY HOMES TO PROVIDE SHELTER FOR HOMELESS PERSONS. | $15,000 |
| APPLEGATE PARTNERSHIP | |||||||
| PO BOX 899 | JACKSONVILLE | OR | 97530 | N/A | PC | IN SUPPORT OF AN OUTDOOR EDUCATION PROGRAM FOR YOUTH. | $4,000 |
| ASHLAND HIGH SCHOOL | |||||||
| 201 S MOUNTAIN AVENUE | ASHLAND | OR | 97520 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $12,500 |
| ASHLAND NEW PLAYS FESTIVAL | |||||||
| PO BOX 3314 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF AN ANNUAL PLAYWRIGHT COMPETITION. | $5,000 |
| BOYS & GIRLS CLUBS OF THE ROGUE VALLEY | |||||||
| 203 SE 9TH STREET | GRANTS PASS | OR | 97526 | N/A | PC | IN SUPPORT OF AN AFTER-SCHOOL PROGRAM TO INCREASE ACADEMIC SUCCESS. | $14,000 |
| BRITT FESTIVALS | |||||||
| PO BOX 1124 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF THE 2021 CLASSICAL MUSIC SEASON. | $25,000 |
| BUTTE CREEK MILL FOUNDATION | |||||||
| PO BOX 957 | EAGLE POINT | OR | 97524 | N/A | PC | TOWARD THE PURCHASE OF EQUIPMENT NEEDED FOR THE BUTTE CREEK MILL RESTORATION PROJECT. | $5,000 |
| BUTTE FALLS HIGH SCHOOL | |||||||
| PO BOX 167 | BUTTE FALLS | OR | 97522 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $1,000 |
| CARE FOUNDATION | |||||||
| 4616 25TH AVENUE NE 477 | SEATTLE | WA | 98105 | N/A | PC | AN UNSOLICITED GRANT MADE IN THE NAME OF HELEN BUNDY CARPENTER. | $4,000 |
| CASA OF JACKSON & JOSEPHINE COUNTIES | |||||||
| 409 NORTH FRONT STREET | MEDFORD | OR | 97501 | N/A | PC | TO RECRUIT, SCREEN, TRAIN AND SUPPORT NEW CASA VOLUNTEERS. | $15,000 |
| CENTRAL MEDFORD HIGH SCHOOL | |||||||
| 815 S OAKDALE | MEDFORD | OR | 97501 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $3,000 |
| CLASSROOM LAW PROJECT | |||||||
| 620 SW MAIN ST STE 102 | PORTLAND | OR | 97205 | N/A | PC | TO INCREASE PROGRAM REACH IN JACKSON AND JOSEPHINE COUNTIES TO PROVIDE CIVICS EDUCATION. | $10,000 |
| COLLABORATIVE THEATRE PROJECT INC | |||||||
| 555 MEDFORD CENTER | MEDFORD | OR | 97504 | N/A | PC | GENERAL OPERATING SUPPORT. | $5,000 |
| COMMUNITY WORKS | |||||||
| 2594 E BARNETT ROAD STE C | MEDFORD | OR | 97504 | N/A | PC | TOWARD THE CONSTRUCTION OF A TRANSITIONAL LIVING FACILITY FOR ADULTS AND CHILDREN FLEEING VIOLENCE. | $15,000 |
| CRATER HIGH SCHOOL | |||||||
| 300 ASH STREET | CENTRAL POINT | OR | 97502 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $16,500 |
| CRATERIAN PERFORMANCES COMPANY | |||||||
| 23 S CENTRAL AVE | MEDFORD | OR | 97501 | N/A | PC | GENERAL OPERATING SUPPORT. | $8,000 |
| CROSSING BRIDGES THERAPEUTIC RIDING CENTER | |||||||
| PO BOX 2276 | GRANTS PASS | OR | 97528 | N/A | PC | TO PROVIDE SCHOLARSHIPS FOR RIDERS TO PARTICIPATE IN THERAPEUTIC RIDING CLASSES. | $4,000 |
| DIVIDE CAMP INC | |||||||
| PO BOX 49 | JOSEPH | OR | 97846 | N/A | PC | IN SUPPORT OF BRINGING VETERANS TO A WILDERNESS CAMP EXPERIENCE. | $3,000 |
| EAGLE POINT HIGH SCHOOL | |||||||
| PO BOX 198 | EAGLE POINT | OR | 97524 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $13,500 |
| EUGENE DEBBS POTTS FOUNDATION | |||||||
| PO BOX 324 | MERLIN | OR | 97532 | N/A | PC | TOWARD THE PURCHASE AND INSTALLATION OF EDUCATIONAL AND HISTORICAL SIGNS. | $1,000 |
| FAMILIA UNIDA BIKE PROGRAM | |||||||
| 8089 ABBEY ROAD | WHITE CITY | OR | 97503 | N/A | PC | GENERAL OPERATING SUPPORT. | $7,000 |
| HEART & HOPE MUSIC | |||||||
| 321 S CLAY STREET 45 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF A PROGRAM PROVIDING VIRTUAL THERAPEUTIC MUSIC SESSIONS TO ELDERS IN CARE CENTERS. | $6,000 |
| HIV ALLIANCE | |||||||
| 1195A CITY VIEW STREET | EUGENE | OR | 97402 | N/A | PC | TO PROVIDE HIV, HEPATITIS C AND OPIOID OVERDOSE PREVENTION SERVICES. | $7,000 |
| HOPE EQUESTRIAN CENTER | |||||||
| PO BOX 396 | EAGLE POINT | OR | 97524 | N/A | PC | TO PROVIDE SCHOLARSHIPS FOR RIDERS TO PARTICIPATE IN A THERAPEUTIC RIDING PROGRAM. | $8,000 |
| JACKSON COUNTY COMMUNITY SERVICES CONSORTIUM | |||||||
| PO BOX 1087 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF A PROGRAM COORDINATING SERVICES FOR PERSONS EXPERIENCING HOMELESSNESS. | $15,000 |
| 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. | $4,000 |
| JOSEPHINE COMMUNITY LIBRARY FOUNDATION | |||||||
| PO BOX 1684 | GRANTS PASS | OR | 97528 | N/A | PC | TOWARD THE EXPANSION OF THE ILLINOIS VALLEY LIBRARY FACILITY. | $20,000 |
| JOSEPHINE COUNTY JUVENILE JUSTICE DEPARTMENT | |||||||
| 301 NW F STREET | GRANTS PASS | OR | 97526 | N/A | PC | IN SUPPORT OF THE TURNING POINT RESIDENTIAL ARTS & RECREATION PROGRAM. | $3,000 |
| JOSEPHINE PARKS & RECREATION FOUNDATION | |||||||
| PO BOX 122 | GRANTS PASS | OR | 97528 | N/A | PC | TOWARD THE REPLACEMENT OF THE PLAYGROUND STRUCTURES AS TOM PEARCE PARK. | $10,000 |
| KLAMATH BIRD OBSERVATORY | |||||||
| PO BOX 758 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF A BILINGUAL BIRD WATCHING AND EDUCATION PROGRAM FOR LATINX FAMILIES. | $5,000 |
| MAGDALENE HOME | |||||||
| 12 BLACK OAK DRIVE | MEDFORD | OR | 97504 | N/A | PC | TOWARD THE COST OF HAVING TRAINED HOUSEMOTHERS AT THE FACILITY. | $3,000 |
| MASLOW PROJECT | |||||||
| PO BOX 999 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF CASE MANAGEMENT SERVICES FOR HOMELESS CHILDREN AND THEIR FAMILIES. | $10,000 |
| MIRACLE THEATRE GROUP | |||||||
| 425 SE 6TH AVENUE | PORTLAND | OR | 97214 | N/A | PC | IN SUPPORT OF A RESIDENCY IN LOCAL SCHOOLS FOCUSED ON SELF-CARE AND HEALTHY RELATIONSHIPS. | $3,000 |
| MULTICULTURAL ASSOCIATION OF SOUTHERN OREGON | |||||||
| PO BOX 67 | MEDFORD | OR | 97501 | N/A | PC | TOWARD COSTS ASSOCIATED WITH A CULTURAL IMMERSION CAMP FOR MIDDLE SCHOOL STUDENTS. | $5,000 |
| NEWMAN UNITED METHODIST CHURCH | |||||||
| 106 NW F ST 951 | GRANTS PASS | OR | 97526 | N/A | PC | IN SUPPORT OF A CAPITAL PROJECT TO CONNECT TWO BUILDINGS TO IMPROVE ACCESS FOR PERSONS WITH PHYSICAL LIMITATIONS. | $7,500 |
| NONPROFIT ASSOCIATION OF OREGON | |||||||
| 5100 SW MACADAM AVE STE 36 | PORTLAND | OR | 97239 | N/A | PC | TO PROVIDE A VARIETY OF RESOURCES AND PROFESSIONAL DEVELOPMENT TO NONPROFITS IN SOUTHERN OREGON. | $8,000 |
| NORTH MEDFORD HIGH SCHOOL | |||||||
| 1900 N KEENE WAY DRIVE | MEDFORD | OR | 97504 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $19,500 |
| OASIS CENTER OF THE ROGUE VALLEY | |||||||
| 1025 E MAIN ST SUITE 108 | MEDFORD | OR | 97504 | N/A | PC | IN-CLINIC EMPLOYMENT AND JOB DEVELOPMENT SUPPORT FOR PARENTS IN RECOVERY. | $4,000 |
| ONTRACK INC | |||||||
| 300 W MAIN STREET | MEDFORD | OR | 97501 | N/A | PC | TOWARD THE DADS' RESIDENTIAL PROGRAM REMODELING. | $7,500 |
| OPTIONS FOR HOMELESS RESIDENTS OF ASHLAND | |||||||
| PO BOX 1133 | ASHLAND | OR | 97520 | N/A | PC | TOWARD ESSENTIAL SERVICES FOR LOW-INCOME RESIDENTS. | $12,000 |
| OREGON ALLIANCE OF INDEPENDENT COLLEGES & UNIVERSITIES | |||||||
| 15573 BANGY ROAD SUITE 320 | LAKE OSWEGO | OR | 97035 | N/A | PC | TO PROVIDE SCHOLARSHIPS TO STUDENTS FROM JACKSON AND JOSEPHINE COUNTIES. | $7,150 |
| OREGON MUSEUM OF SCIENCE & INDUSTRY | |||||||
| 1945 SE WATER AVENUE | PORTLAND | OR | 97214 | N/A | PC | TO PROVIDE SUPPORT FOR LOW-INCOME YOUTH FROM JACKSON & JOSEPHINE COUNTIES TO PARTICIPATE IN EDUCATIONAL SCIENCE PROGRAMS. | $3,000 |
| OREGON NONPROFIT LEADERS CONFERENCE UNITED WAY | |||||||
| 1457 E MCANDREWS ROAD | MEDFORD | OR | 97504 | N/A | PC | SPONSORSHIP FOR SPRING 2021 CONFERENCE. | $1,500 |
| OREGON SHAKESPEARE FESTIVAL | |||||||
| PO BOX 158 | ASHLAND | OR | 97520 | N/A | PC | GENERAL OPERATING SUPPORT. | $25,000 |
| PACIFICA A GARDEN IN THE SISKIYOUS | |||||||
| PO BOX 1 | WILLIAMS | OR | 97544 | N/A | PC | TOWARD THE PURCHASE OF TEN WALL TENTS FOR THE OUTDOOR SCHOOL PROGRAM. | $5,000 |
| PARKER HOUSE PROJECT | |||||||
| 2895 HWY 66 | ASHLAND | OR | 97520 | N/A | PC | GENERAL OPERATING SUPPORT. | $2,000 |
| PEACE HOUSE | |||||||
| PO BOX 524 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF A NEW KITCHEN TO EXPAND THE UNCLE FOOD'S DINER SERVICES. | $10,000 |
| PHOENIX HIGH SCHOOL | |||||||
| PO BOX 697 | PHOENIX | OR | 97535 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $9,000 |
| PROSPECT HIGH SCHOOL | |||||||
| PO BOX 40 | PROSPECT | OR | 97536 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $1,000 |
| REDWOOD CHRISTIAN CHURCH | |||||||
| 4995 REDWOOD AVENUE | GRANTS PASS | OR | 97527 | N/A | PC | TOWARD THE PURCHASE AND DISTRIBUTION OF FOOD TO THOSE IN NEED. | $2,500 |
| RIDE MY ROAD | |||||||
| PO BOX 298 | TALENT | OR | 97540 | N/A | PC | TO CREATE TOOLS AND EDUCATION TO RAISE AWARENESS REGARDING HUMAN TRAFFICKING. | $5,000 |
| ROGUE COMMUNITY COLLEGE FOUNDATION | |||||||
| 3345 REDWOOD HWY | GRANTS PASS | OR | 97524 | N/A | PC | FOR JACKSON & JOSEPHINE COUNTY STUDENT SCHOLARSHIPS. | $25,000 |
| 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. | $7,500 |
| ROGUE RETREAT | |||||||
| 1410 W 8TH STREET | MEDFORD | OR | 97501 | N/A | PC | TOWARD THE PURCHASE OF COMPUTERS AND OTHER TECHNOLOGY EQUIPMENT. | $10,000 |
| ROGUE RIVER HIGH SCHOOL | |||||||
| PO BOX 1045 | ROGUE RIVER | OR | 97537 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $3,500 |
| ROGUE VALLEY CHORALE ASSOCIATION | |||||||
| 724 S CENTRAL AVENUE | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF A CONCERT AND CHAMBER ORCHESTRA. | $5,000 |
| ROGUE VALLEY COUNCIL OF GOVERNMENTS | |||||||
| PO BOX 3275 | CENTRAL POINT | OR | 97502 | N/A | GOV | TOWARD THE UPDATING OF THE BEAR CREEK GREENWAY TRAIL GUIDE. | $5,000 |
| ROGUE VALLEY FAMILY YMCA | |||||||
| 522 W 6TH STREET | MEDFORD | OR | 97501 | N/A | PC | TO PROVIDE EMERGENCY CHILDCARE TO FIRST REPONDERS DURING THE COVID-19 PANDEMIC. | $10,000 |
| ROGUE VALLEY SYMPHONY | |||||||
| 1875 HWY 99 N STE 7 | ASHLAND | OR | 97520 | N/A | PC | TO PROVIDE MUSIC EDUCATION PROGRAMS BOTH IN-PERSON AND THROUGH VIDEO NETWORKING. | $10,000 |
| SALVATION ARMY - GRANTS PASS CORPS | |||||||
| PO BOX 1065 | GRANTS PASS | OR | 97528 | N/A | PC | TO PURCHASE FOOD PANTRY ITEMS. | $10,000 |
| SANCTUARY ONE | |||||||
| 13195 UPPER APPLEGATE RD | JACKSONVILLE | OR | 97530 | N/A | PC | TO PROVIDE OUTDOOR COMMUNITY ACTIVITIES FOR A VARIETY OF PEOPLE | $5,000 |
| SCIENCE WORKS HANDS-ON MUSEUM | |||||||
| 1500 EAST MAIN STREET | ASHLAND | OR | 97520 | N/A | PC | TO PROVIDE FIELD TRIPS TO THE MUSEUM FOR ALL STUDENTS IN TITLE 1 SCHOOLS. | $15,000 |
| SET FREE SERVICES | |||||||
| 1032 W MAIN STREET | MEDFORD | OR | 97501 | N/A | PC | GENERAL OPERATING SUPPORT. | $15,000 |
| SISKIYOU FIELD INSTITUTE | |||||||
| PO BOX 207 | SELMA | OR | 97538 | N/A | PC | TOWARD STAFFING COSTS AND THE PURCHASE OF EQUIPMENT. | $5,000 |
| SMART (START MAKING A READER TODAY) | |||||||
| 101 SW MARKET STREET | PORTLAND | OR | 97201 | N/A | PC | IN SUPPORT OF PROVIDING THE SMART READING PROGRAM IN FIVE CENTRAL POINT SCHOOLS. | $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 | TO PURCHASE LANDSCAPING EQUIPMENT TO TRAIN PERSONS WITH DISABILITIES. | $5,000 |
| SOUTHERN OREGON CHILD & FAMILY COUNCIL | |||||||
| PO BOX 3697 | CENTRAL POINT | OR | 97502 | N/A | PC | IN SUPPORT OF A CULTURALLY APPROPRIATE LITERACY PROGRAM FOR LOCAL LATINO FAMILIES. | $20,000 |
| SOUTHERN OREGON EDUCATION SERVICE DISTRICT | |||||||
| 101 N GRAPE ST | MEDFORD | OR | 97501 | N/A | GOV | TO PROVIDE PARENTS AND CAREGIVERS WITH SKILLS AND SUPPORT FOR THEIR CHILDREN TO ENTER KINDERGARTEN. | $5,000 |
| SOUTHERN OREGON FILM SOCIETY | |||||||
| PO BOX 218 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF A FILM-RELATED ARTS EDUCATION PROGRAM IN LOCAL SCHOOLS. | $10,000 |
| SOUTHERN OREGON GUILD | |||||||
| PO BOX 1596 | CAVE JUNCTION | OR | 97523 | N/A | PC | IN SUPPORT OF A COMMUNITY OUTREACH PROGRAM TO SHARE AND TEACH CREATIVE EXPRESSION. | $5,000 |
| SOUTHERN OREGON HUMANE SOCIETY | |||||||
| 2910 TABLE ROCK RD | MEDFORD | OR | 97501 | N/A | PC | TOWARD THE PURCHASE OF TWO COMMERCIAL WASHER/DRYER SETS. | $2,500 |
| SOUTHERN OREGON LAND CONSERVANCY | |||||||
| PO BOX 954 | ASHLAND | OR | 97520 | N/A | PC | GENERAL OPERATING SUPPORT. | $5,000 |
| SOUTHERN OREGON REPERTORY SINGERS | |||||||
| PO BOX 1091 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF PERFORMANCE COSTS FOR THE 2021-22 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. | $9,000 |
| SPIRAL LIVING CENTER | |||||||
| PO BOX 2093 | CAVE JUNCTION | OR | 97523 | N/A | PC | TO ESTABLISH TWO POP-UP FOOD PANTRY DISTRIBUTION CENTERS IN UNDERSERVED AREAS OF THE ILLINOIS VALLEY. | $3,000 |
| ST VINCENT DE PAUL SOCIETY - MEDFORD | |||||||
| PO BOX 1663 | MEDFORD | OR | 97501 | N/A | PC | TO PROVIDE EMERGENCY UTILITY ASSISTANCE TO LOCAL FAMILIES. | $15,000 |
| UNITED WAY OF JACKSON COUNTY | |||||||
| 60 HAWTHORNE | MEDFORD | OR | 97504 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $25,000 |
| UPPER ROGUE COMMUNITY CENTER INC | |||||||
| PO BOX 216 | SHADY COVE | OR | 97539 | N/A | PC | TO PURCHASE A BACKUP GENERATOR. | $10,000 |
| WILDLIFE IMAGES | |||||||
| PO BOX 36 | MERLIN | OR | 97532 | N/A | PC | TOWARD THE PURCHASE OF A MOBILITY CART. | $4,400 |
| YOUNG MUSICIANS AND ARTISTS INC | |||||||
| PO BOX 9128 | PORTLAND | OR | 97207 | N/A | PC | TO PROVIDE SCHOLARSHIPS FOR YOUTH TO ATTEND AN ARTS & EDUCATION PROGRAM. | $4,000 |
| YOUTH SYMPHONY OF SOUTHERN OREGON | |||||||
| PO BOX 4291 | MEDFORD | OR | 97501 | N/A | PC | TOWARD SUPPORT FOR THE 2021-22 CONCERT SEASON. | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $744,550 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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. | $5,000 |
| ASHLAND EMERGENCY FOOD BANK | |||||||
| PO BOX 3578 | ASHLAND | OR | 97520 | N/A | PC | TO PROVIDE FRESH AND PERISHABLE FOODS TO THE FOOD BANK. | $5,000 |
| BARNSTORMERS THEATRE INC | |||||||
| 112 NE EVELYN AVENUE | GRANTS PASS | OR | 97526 | N/A | PC | TOWARD UPGRADES IN THE THEATRE BUILDING. | $2,300 |
| CARE FOUNDATION | |||||||
| 4616 25TH AVENUE NE 477 | SEATTLE | WA | 98105 | N/A | PC | A GRANT MADE IN MEMORY OF HELEN B CARPENTER. | $3,000 |
| COLLABORATIVE THEATRE PROJECT INC | |||||||
| 555 MEDFORD CENTER | MEDFORD | OR | 97504 | N/A | PC | IN SUPPORT OF PERFORMANCES, PLAYREADINGS AND WORKSHOPS. | $4,000 |
| DAVID'S CHAIR OUTDOOR MOBILITY SYSTEMS | |||||||
| 535 SUNRISE AVENUE | MEDFORD | OR | 97504 | N/A | PC | TOWARD THE PURCHASE OF A WHEELCHAIR ACCESSIBLE VAN. | $5,000 |
| 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. | $3,000 |
| GREATER APPLEGATE COMMUNITY DEVELOPMENT | |||||||
| PO BOX 335 | JACKSONVILLE | OR | 97530 | N/A | PC | TOWARD A NEIGHBORHOOD EMERGENCY PREPARATION PLAN. | $5,000 |
| 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. | $5,000 |
| 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. | $3,000 |
| JACKSON COUNTY SEXUAL ASSAULT RESPONSE TEAM | |||||||
| 2305 ASHLAND ST C-418 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF A K-12 SEXUAL VIOLENCE PREVENTION PROGAM IN LOCAL SCHOOLS. | $12,000 |
| LA CLINICA DEL VALLE | |||||||
| 931 CHEVY WAY | MEDFORD | OR | 97504 | N/A | PC | OPERATING SUPPORT FOR COVID-19 EMERGENCY RESPONSE SERVICES. | $20,000 |
| 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. | $2,000 |
| 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. | $3,000 |
| 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. | $6,500 |
| 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. | $5,000 |
| OREGON SHAKESPEARE FESTIVAL | |||||||
| PO BOX 158 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF A VARIETY OF EDUCATIONAL PROGRAMS. | $25,000 |
| ROGUE COMMUNITY COLLEGE FOUNDATION | |||||||
| 3345 REDWOOD HWY | GRANTS PASS | OR | 97527 | N/A | PC | FOR JACKSON & JOSEPHINE COUNTY SCHOLARSHIPS. | $25,000 |
| ROGUE VALLEY FARM TO SCHOOL | |||||||
| PO BOX 898 | ASHLAND | OR | 97520 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $6,000 |
| 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. | $15,000 |
| SMART READING - ROGUE VALLEY | |||||||
| 670 SUPERIOR COURT STE109 | MEDFORD | OR | 97504 | N/A | PC | IN SUPPORT OF PROVIDING THE SMART READING PROGRAM. | $6,000 |
| SOUTHERN OREGON REPERTORY SINGERS | |||||||
| PO BOX 1091 | ASHLAND | OR | 97520 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $5,000 |
| SOUTHERN OREGON UNIVERSITY | |||||||
| 1250 SISKIYOU BLVD | ASHLAND | OR | 97520 | N/A | GOV | IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. | $25,000 |
| SPARTAN BOXING | |||||||
| 729 WELCH STREET | MEDFORD | OR | 97501 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $8,000 |
| 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. | $5,000 |
| 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. | $5,000 |
| YOUTH SYMPHONY OF SOUTHERN OREGON | |||||||
| PO BOX 4291 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF THE 2020-21 CONCERT SEASON. | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $221,800 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $691,006 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,565,014 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| UBI FROM PARTNERSHIPS | 900099 | $996 | ||
| NET NON-UBI FROM PARTNERSHIP INVESTMENTS | 900099 | 14 | -$42,501 | |
| MISCELLANEOUS INCOME | 900099 | 14 | $43 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $996 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,213,564 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,214,560 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $11,815 | Amt |
| Net Investment Income | $5,908 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,907 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 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 | $3,389 | SL | 7.000000000000 | $125 | $0 |
| COPIER - KONICA | 2017-04-06 | $5,225 | $3,396 | SL | 5.000000000000 | $1,045 | $0 |
| CONFERENCE TABLE | 2018-12-18 | $2,130 | $456 | SL | 7.000000000000 | $304 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 154,728 SHARES OF COHEN & STEERS | $2,075,674 | $2,235,816 |
| 166,199 T. ROWE PRICE FUND | $1,855,763 | $1,969,458 |
| 250230 SHARES PIMCO TOTAL RETURN FUND | $2,655,766 | $2,597,390 |
| 4,400 SHARES VANGUARD 500 INDEX FUND ADMIRAL SHARES | $734,709 | $1,745,314 |
| 49,052 SHARES VANGUARD EMERGING MARKETS SELECT STOCK FUND | $855,716 | $1,428,896 |
| 59,066 SHARES DODGE & COX INTERNATIONAL STOCK FUND | $2,410,239 | $2,894,806 |
| 7,273 SHARES DODGE & COX STOCK FUND | $1,046,068 | $1,742,393 |
| 66,857 SHARES CRM SMALL/MID CAP VALUE FUND | $841,769 | $1,061,019 |
| 6,995 SHARES VANGUARD EXTENDED MARKET INDEX | $347,650 | $1,001,671 |
| 80,627 SHARES VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADMIRAL | $2,080,569 | $2,841,287 |
| 24,992 SHARES JPMORGAN LARGE CAP GROWTH FUND - I | $1,462,742 | $1,639,254 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHGATE IV | AT COST | $230,355 | $219,940 |
| NORTHGATE PRIVATE EQUITIES | AT COST | $26,270 | $22,225 |
| NORTHGATE PRIVATE EQUITIES II | AT COST | $76,214 | $46,784 |
| NORTHGATE PRIVATE EQUITIES III | AT COST | $83,013 | $95,801 |
| NORTHGATE V | AT COST | $330,432 | $743,104 |
| NORTHGATE VENTURE II | AT COST | $196,902 | $336,596 |
| NORTHGATE VENTURE III | AT COST | $237,351 | $348,653 |
| NORTHGATE VENTURE VII | AT COST | $378,348 | $1,259,641 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (8 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 | $4,441 | $784 |
| CONFERENCE TABLE | $2,130 | $760 | $1,370 |
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 (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE | $2,835 | $1,418 | $1,417 |
| OFFICE EXPENSES | $6,205 | $3,103 | $3,102 |
| INSURANCE | $4,706 | $941 | $3,765 |
| DUES AND SUBSCRIPTIONS | $1,413 | $707 | $706 |
| ANNUAL REPORT | $1,532 | $766 | $766 |
| MISCELLANEOUS | $566 | $283 | $283 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| UBI FROM PARTNERSHIPS | $996 | $996 | |
| NET NON-UBI FROM PARTNERSHIP INVESTMENTS | -$42,501 | -$42,501 | -$42,501 |
| MISCELLANEOUS INCOME | $43 | $43 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERIES OF PRIOR GRANTS | Desc |
| Amt | $7,059 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED EXPENSES | $4,397 | $4,883 |
| DEFERRED EXCISE TAXES | $24,700 | $79,100 |
| EXCISE TAX PAYABLE | $2,261 | $22,830 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $19,280 | Amt |
| Net Investment Income | $19,280 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OREGON CT-12 | $2,033 | $0 | $2,033 |
| DEFERRED TAX EXPENSE | $54,400 | $0 | $0 |
| PROVISION FOR EXCISE TAXES | $30,327 | $0 | $0 |
| STATE INCOME TAX | $848 | $0 | $0 |
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