2022-03-03T15:38:21-06:00 2021-06-30 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990PF 2020-07-01 930491360 THE CARPENTER FOUNDATION CARP 5417725851 824 EAST MAIN ST NO 102 MEDFORD OR 97504 EMILY MOSTUE PRESIDENT 5417725851 2022-02-10 1 EMILY MOSTUE 999009999 SANG AHN P00540880 5032270581 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 24417586 X 308730 X 2 2 691006 691006 1565014 2836213 1565014 -41462 -42501 2523290 2213521 45190 27114 18076 107144 23875 83269 32836 8207 24629 11815 5908 5907 19280 19280 0 87608 0 2033 1474 0 14340 0 14340 17257 7218 10039 336944 91602 158293 744550 744550 1081494 91602 902843 1441796 2121919 64995 175222 175222 5646 5648 5648 6380 735 735 14854250 16366665 21157304 1654749 1558885 3072744 20009 17856 3628 2153 2153 3780 3780 3780 16593428 18113088 24417586 229300 224650 31358 106813 260658 331463 X 16332770 17781625 16332770 17781625 16593428 18113088 16332770 1441796 7059 17781625 0 17781625 PUBLICALLY TRADED SECURITIES 2020-06-30 2021-06-30 2836213 1271199 1565014 1565014 1565014 29495 0 29495 0 29495 10808 0 18687 0 29495 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 OR 1 0 0 0 0 1 WWW.CARPENTER-FOUNDATION.ORG THE CARPENTER FOUNDATION 5417725851 824 E MAIN STREET SUITE 102 MEDFORD OR 97504 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 EMILY MOSTUE 824 E MAIN STREET SUITE 102 MEDFORD OR 97504 TRUSTEE/PRESIDENT 12.00 43875 1315 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 0 0 0 0 NONE 0 0 21194406 133219 0 21327625 0 0 21327625 319914 21007711 1050386 1050386 29495 29495 1020891 0 1020891 0 1020891 902843 0 902843 0 902843 1020891 422466 0 0 902843 422466 0 0 480377 0 0 0 0 0 0 0 0 540514 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. 3 RIVERS CHORALE PO BOX 1742 GRANTS PASS OR 97528 N/A PC TO COLLABORATE WITH YOUNG SINGERS FOR CONCERTS FOCUSED ON WATER. 1000 ACCESS INC PO BOX 4666 MEDFORD OR 97501 N/A PC TOWARD THE PURCHASE OF A REFRIGERATED TRUCK. 15000 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. 15000 APPLEGATE PARTNERSHIP PO BOX 899 JACKSONVILLE OR 97530 N/A PC IN SUPPORT OF AN OUTDOOR EDUCATION PROGRAM FOR YOUTH. 4000 ASHLAND HIGH SCHOOL 201 S MOUNTAIN AVENUE ASHLAND OR 97520 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 12500 ASHLAND NEW PLAYS FESTIVAL PO BOX 3314 ASHLAND OR 97520 N/A PC IN SUPPORT OF AN ANNUAL PLAYWRIGHT COMPETITION. 5000 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. 14000 BRITT FESTIVALS PO BOX 1124 MEDFORD OR 97501 N/A PC IN SUPPORT OF THE 2021 CLASSICAL MUSIC SEASON. 25000 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. 5000 BUTTE FALLS HIGH SCHOOL PO BOX 167 BUTTE FALLS OR 97522 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 1000 CARE FOUNDATION 4616 25TH AVENUE NE 477 SEATTLE WA 98105 N/A PC AN UNSOLICITED GRANT MADE IN THE NAME OF HELEN BUNDY CARPENTER. 4000 CASA OF JACKSON & JOSEPHINE COUNTIES 409 NORTH FRONT STREET MEDFORD OR 97501 N/A PC TO RECRUIT, SCREEN, TRAIN AND SUPPORT NEW CASA VOLUNTEERS. 15000 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 TO INCREASE PROGRAM REACH IN JACKSON AND JOSEPHINE COUNTIES TO PROVIDE CIVICS EDUCATION. 10000 COLLABORATIVE THEATRE PROJECT INC 555 MEDFORD CENTER MEDFORD OR 97504 N/A PC GENERAL OPERATING SUPPORT. 5000 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. 15000 CRATER HIGH SCHOOL 300 ASH STREET CENTRAL POINT OR 97502 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 16500 CRATERIAN PERFORMANCES COMPANY 23 S CENTRAL AVE MEDFORD OR 97501 N/A PC GENERAL OPERATING SUPPORT. 8000 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. 4000 DIVIDE CAMP INC PO BOX 49 JOSEPH OR 97846 N/A PC IN SUPPORT OF BRINGING VETERANS TO A WILDERNESS CAMP EXPERIENCE. 3000 EAGLE POINT HIGH SCHOOL PO BOX 198 EAGLE POINT OR 97524 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 13500 EUGENE DEBBS POTTS FOUNDATION PO BOX 324 MERLIN OR 97532 N/A PC TOWARD THE PURCHASE AND INSTALLATION OF EDUCATIONAL AND HISTORICAL SIGNS. 1000 FAMILIA UNIDA BIKE PROGRAM 8089 ABBEY ROAD WHITE CITY OR 97503 N/A PC GENERAL OPERATING SUPPORT. 7000 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. 6000 HIV ALLIANCE 1195A CITY VIEW STREET EUGENE OR 97402 N/A PC TO PROVIDE HIV, HEPATITIS C AND OPIOID OVERDOSE PREVENTION SERVICES. 7000 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 COMMUNITY SERVICES CONSORTIUM PO BOX 1087 MEDFORD OR 97501 N/A PC IN SUPPORT OF A PROGRAM COORDINATING SERVICES FOR PERSONS EXPERIENCING HOMELESSNESS. 15000 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. 4000 JOSEPHINE COMMUNITY LIBRARY FOUNDATION PO BOX 1684 GRANTS PASS OR 97528 N/A PC TOWARD THE EXPANSION OF THE ILLINOIS VALLEY LIBRARY FACILITY. 20000 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. 3000 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. 10000 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. 5000 MAGDALENE HOME 12 BLACK OAK DRIVE MEDFORD OR 97504 N/A PC TOWARD THE COST OF HAVING TRAINED HOUSEMOTHERS AT THE FACILITY. 3000 MASLOW PROJECT PO BOX 999 MEDFORD OR 97501 N/A PC IN SUPPORT OF CASE MANAGEMENT SERVICES FOR HOMELESS CHILDREN AND THEIR FAMILIES. 10000 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. 3000 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. 5000 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. 7500 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. 8000 NORTH MEDFORD HIGH SCHOOL 1900 N KEENE WAY DRIVE MEDFORD OR 97504 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 19500 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. 4000 ONTRACK INC 300 W MAIN STREET MEDFORD OR 97501 N/A PC TOWARD THE DADS' RESIDENTIAL PROGRAM REMODELING. 7500 OPTIONS FOR HOMELESS RESIDENTS OF ASHLAND PO BOX 1133 ASHLAND OR 97520 N/A PC TOWARD ESSENTIAL SERVICES FOR LOW-INCOME RESIDENTS. 12000 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. 7150 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. 3000 OREGON NONPROFIT LEADERS CONFERENCE UNITED WAY 1457 E MCANDREWS ROAD MEDFORD OR 97504 N/A PC SPONSORSHIP FOR SPRING 2021 CONFERENCE. 1500 OREGON SHAKESPEARE FESTIVAL PO BOX 158 ASHLAND OR 97520 N/A PC GENERAL OPERATING SUPPORT. 25000 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. 5000 PARKER HOUSE PROJECT 2895 HWY 66 ASHLAND OR 97520 N/A PC GENERAL OPERATING SUPPORT. 2000 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. 10000 PHOENIX HIGH SCHOOL PO BOX 697 PHOENIX OR 97535 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 9000 PROSPECT HIGH SCHOOL PO BOX 40 PROSPECT OR 97536 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 1000 REDWOOD CHRISTIAN CHURCH 4995 REDWOOD AVENUE GRANTS PASS OR 97527 N/A PC TOWARD THE PURCHASE AND DISTRIBUTION OF FOOD TO THOSE IN NEED. 2500 RIDE MY ROAD PO BOX 298 TALENT OR 97540 N/A PC TO CREATE TOOLS AND EDUCATION TO RAISE AWARENESS REGARDING HUMAN TRAFFICKING. 5000 ROGUE COMMUNITY COLLEGE FOUNDATION 3345 REDWOOD HWY GRANTS PASS OR 97524 N/A PC FOR JACKSON & JOSEPHINE COUNTY STUDENT SCHOLARSHIPS. 25000 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. 7500 ROGUE RETREAT 1410 W 8TH STREET MEDFORD OR 97501 N/A PC TOWARD THE PURCHASE OF COMPUTERS AND OTHER TECHNOLOGY EQUIPMENT. 10000 ROGUE RIVER HIGH SCHOOL PO BOX 1045 ROGUE RIVER OR 97537 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 3500 ROGUE VALLEY CHORALE ASSOCIATION 724 S CENTRAL AVENUE MEDFORD OR 97501 N/A PC IN SUPPORT OF A CONCERT AND CHAMBER ORCHESTRA. 5000 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. 5000 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. 10000 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. 10000 SALVATION ARMY - GRANTS PASS CORPS PO BOX 1065 GRANTS PASS OR 97528 N/A PC TO PURCHASE FOOD PANTRY ITEMS. 10000 SANCTUARY ONE 13195 UPPER APPLEGATE RD JACKSONVILLE OR 97530 N/A PC TO PROVIDE OUTDOOR COMMUNITY ACTIVITIES FOR A VARIETY OF PEOPLE 5000 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. 15000 SET FREE SERVICES 1032 W MAIN STREET MEDFORD OR 97501 N/A PC GENERAL OPERATING SUPPORT. 15000 SISKIYOU FIELD INSTITUTE PO BOX 207 SELMA OR 97538 N/A PC TOWARD STAFFING COSTS AND THE PURCHASE OF EQUIPMENT. 5000 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. 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 TO PURCHASE LANDSCAPING EQUIPMENT TO TRAIN PERSONS WITH DISABILITIES. 5000 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. 20000 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. 5000 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. 10000 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. 5000 SOUTHERN OREGON HUMANE SOCIETY 2910 TABLE ROCK RD MEDFORD OR 97501 N/A PC TOWARD THE PURCHASE OF TWO COMMERCIAL WASHER/DRYER SETS. 2500 SOUTHERN OREGON LAND CONSERVANCY PO BOX 954 ASHLAND OR 97520 N/A PC GENERAL OPERATING SUPPORT. 5000 SOUTHERN OREGON REPERTORY SINGERS PO BOX 1091 ASHLAND OR 97520 N/A PC IN SUPPORT OF PERFORMANCE COSTS FOR THE 2021-22 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. 9000 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. 3000 ST VINCENT DE PAUL SOCIETY - MEDFORD PO BOX 1663 MEDFORD OR 97501 N/A PC TO PROVIDE EMERGENCY UTILITY ASSISTANCE TO LOCAL FAMILIES. 15000 UNITED WAY OF JACKSON COUNTY 60 HAWTHORNE MEDFORD OR 97504 N/A PC TOWARD GENERAL OPERATING SUPPORT. 25000 UPPER ROGUE COMMUNITY CENTER INC PO BOX 216 SHADY COVE OR 97539 N/A PC TO PURCHASE A BACKUP GENERATOR. 10000 WILDLIFE IMAGES PO BOX 36 MERLIN OR 97532 N/A PC TOWARD THE PURCHASE OF A MOBILITY CART. 4400 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. 4000 YOUTH SYMPHONY OF SOUTHERN OREGON PO BOX 4291 MEDFORD OR 97501 N/A PC TOWARD SUPPORT FOR THE 2021-22 CONCERT SEASON. 8000 744550 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 221800 14 2 14 691006 18 1565014 UBI FROM PARTNERSHIPS 900099 996 NET NON-UBI FROM PARTNERSHIP INVESTMENTS 900099 14 -42501 MISCELLANEOUS INCOME 900099 14 43 996 2213564 0 2214560 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 11815 5908 5907 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 3389 SL 7.000000000000 125 0 COPIER - KONICA 2017-04-06 5225 3396 SL 5.000000000000 1045 0 CONFERENCE TABLE 2018-12-18 2130 456 SL 7.000000000000 304 0 154,728 SHARES OF COHEN & STEERS 2075674 2235816 166,199 T. ROWE PRICE FUND 1855763 1969458 250230 SHARES PIMCO TOTAL RETURN FUND 2655766 2597390 4,400 SHARES VANGUARD 500 INDEX FUND ADMIRAL SHARES 734709 1745314 49,052 SHARES VANGUARD EMERGING MARKETS SELECT STOCK FUND 855716 1428896 59,066 SHARES DODGE & COX INTERNATIONAL STOCK FUND 2410239 2894806 7,273 SHARES DODGE & COX STOCK FUND 1046068 1742393 66,857 SHARES CRM SMALL/MID CAP VALUE FUND 841769 1061019 6,995 SHARES VANGUARD EXTENDED MARKET INDEX 347650 1001671 80,627 SHARES VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADMIRAL 2080569 2841287 24,992 SHARES JPMORGAN LARGE CAP GROWTH FUND - I 1462742 1639254 NORTHGATE IV AT COST 230355 219940 NORTHGATE PRIVATE EQUITIES AT COST 26270 22225 NORTHGATE PRIVATE EQUITIES II AT COST 76214 46784 NORTHGATE PRIVATE EQUITIES III AT COST 83013 95801 NORTHGATE V AT COST 330432 743104 NORTHGATE VENTURE II AT COST 196902 336596 NORTHGATE VENTURE III AT COST 237351 348653 NORTHGATE VENTURE VII AT COST 378348 1259641 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 4441 784 CONFERENCE TABLE 2130 760 1370 DEPOSIT 3780 3780 3780 TELEPHONE 2835 1418 1417 OFFICE EXPENSES 6205 3103 3102 INSURANCE 4706 941 3765 DUES AND SUBSCRIPTIONS 1413 707 706 ANNUAL REPORT 1532 766 766 MISCELLANEOUS 566 283 283 UBI FROM PARTNERSHIPS 996 996 NET NON-UBI FROM PARTNERSHIP INVESTMENTS -42501 -42501 -42501 MISCELLANEOUS INCOME 43 43 RECOVERIES OF PRIOR GRANTS 7059 ACCRUED EXPENSES 4397 4883 DEFERRED EXCISE TAXES 24700 79100 EXCISE TAX PAYABLE 2261 22830 INVESTMENT MANAGEMENT FEES 19280 19280 0 OREGON CT-12 2033 0 2033 DEFERRED TAX EXPENSE 54400 0 0 PROVISION FOR EXCISE TAXES 30327 0 0 STATE INCOME TAX 848 0 0