CARPENTER FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CARPENTER FOUNDATION (EIN 93-0491360)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-02-22
- IRS object ID
- 202110539349100316
- Schema version
- 2019v5.1
- 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 | 2021-02-22T16:00:41-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 | 2021-01-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANG AHN | PreparerPersonNm |
| PTIN | P00540880 | PTIN |
| Phone | 5032270581 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $18,371,885 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,122,817 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,122,817 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$473,445 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,294,815 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$56,444 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$56,804 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $592,935 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,066,020 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $44,363 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,617 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,745 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $104,797 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $23,112 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $81,685 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $31,106 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,779 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $23,327 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,795 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,398 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,397 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,738 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,738 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,011 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,237 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,376 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,851 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $13,890 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $13,890 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $19,844 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,540 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,304 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $268,395 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $102,421 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $158,724 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $751,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $715,050 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,020,095 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $102,421 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $873,774 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$427,160 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $963,599 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $220,026 | CashBOYAmt |
| Cash EOY | $64,995 | CashEOYAmt |
| Cash EOYFMV | $64,995 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,639 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,646 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,646 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $6,380 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,380 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $14,881,505 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,854,250 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,212,436 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,863,694 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,654,749 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,075,020 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,009 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,381 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,479 | LandBOYAmt |
| Land EOY | $3,628 | LandEOYAmt |
| Land EOYFMV | $3,628 | LandEOYFMVAmt |
| Other Assets BOY | $3,780 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,780 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,780 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,980,123 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,593,428 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,371,885 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $192,650 | GrantsPayableBOYAmt |
| Grants Payable EOY | $229,300 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $28,587 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $31,358 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $221,237 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $260,658 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $16,758,886 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $16,332,770 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,758,886 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,332,770 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,980,123 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,593,428 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,758,886 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$427,160 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,044 | OtherIncreasesAmt |
| Subtotal | $16,332,770 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,332,770 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Acquired | 2019-06-30 | AcquiredDt |
| Sold | 2020-06-30 | SoldDt |
| Gross Sales Price | $5,294,815 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,768,260 | CostOrOtherBasisAmt |
| Gain Or Loss | -$473,445 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$473,445 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$473,445 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $929,471 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,663,849 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049801 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $845,767 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,331,657 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043750 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $938,684 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,998,004 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052155 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $939,608 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,924,777 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052420 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $670,359 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,128,912 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035044 | DistributionYr5Rt |
| Total Distribution | 0.233170 | TotalDistributionRt |
| Average Distribution | 0.046634 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,436,284 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $859,758 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,636 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $869,394 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $873,774 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $9,636 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,636 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,636 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,855 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,855 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,219 | OverpaymentAmt |
| Applied To ES Tax | $1,219 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 (9 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 | $43,174 | $1,295 | $0 |
| KAREN C ALLAN | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | TRUSTEE/VP & SEC | 3.00 | $0 | $0 | $0 |
| WILLIAM MOFFAT | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | TRUSTEE/TREASURER/INVESTME | 5.00 | $0 | $0 | $0 |
| DAN THORNDIKE | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | FAMILY TRUSTEE | 3.00 | $0 | $0 | $0 |
| SUE NAUMES | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | FAMILY TRUSTEE | 3.00 | $0 | $0 | $0 |
| LINDA HUGLE | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | PUBLIC TRUSTEE | 3.00 | $0 | $0 | $0 |
| MARY CURTIS GRAMLEY | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | PUBLIC TRUSTEE | 3.00 | $0 | $0 | $0 |
| LEE MURDOCH | ||||||||
| 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 | $72,302 | CompensationAmt |
| Employee Benefits | $11,048 | 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 | $18,623,936 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $93,104 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,717,040 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,717,040 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $280,756 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,436,284 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $921,814 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $921,814 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,636 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,636 | TotalTaxAmt |
| Distributable Before Adj | $912,178 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $912,178 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $912,178 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $873,774 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $873,774 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,636 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $864,138 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $912,178 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $384,062 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $873,774 | QualifyingDistributionsAmt |
| Applied To Year1 | $384,062 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $489,712 | 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 | $422,466 | 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 (100 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRITT FESTIVALS | |||||||
| PO BOX 1124 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF COSTS ASSOCIATED WITH THE CLASSICAL ORCHESTRA MUSICIANS. | $22,000 |
| UNITED WAY OF JACKSON COUNTY | |||||||
| 60 HAWTHORNE STREET | MEDFORD | OR | 97504 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $22,000 |
| SOUTH MEDFORD HIGH SCHOOL | |||||||
| 1551 CUNNINGHAM LANE | MEDFORD | OR | 97501 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $20,500 |
| NORTH MEDFORD HIGH SCHOOL | |||||||
| 1900 N KEENE WAY DRIVE | MEDFORD | OR | 97504 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $19,500 |
| CRATER HIGH SCHOOL | |||||||
| 300 ASH STREET | CENTRAL POINT | OR | 97502 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $16,500 |
| JOSEPHINE COMMUNITY LIBRARY DISTRICT | |||||||
| 200 NW C STREET | GRANTS PASS | OR | 97526 | N/A | PC | TOWARD THE INSTALLATION OF HIGH SPEED INTERNET SERVICES. | $16,000 |
| CASA OF JACKSON & JOSEPHINE COUNTIES | |||||||
| 409 NORTH FRONT STREET | MEDFORD | OR | 97501 | N/A | PC | TOWARD THE RECRUITMENT OF 50 NEW CASA VOLUNTEERS. | $15,000 |
| JACKSON COUNTY COMMUNITY SERVICES CONSORTIUM | |||||||
| PO BOX 1087 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF THE CONTINUUM OF CARE PROVIDING ACCESS AND CONNECTION TO SUPPORT SERVICES. | $15,000 |
| KID TIME DISCOVERY EXPERIENCE | |||||||
| 106 N CENTRAL AVE | MEDFORD | OR | 97501 | N/A | PC | TOWARD THE PURCHASE AND RENOVATION OF THE CARNEGIE LIBRARY. | $15,000 |
| KIDS UNLIMITED | |||||||
| 821 N RIVERSIDE | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF CREATING A NEW PRE-KINDERGARTEN PROGRAM. | $15,000 |
| ROGUE COMMUNITY HEALTH | |||||||
| 900 E MAIN STREET | MEDFORD | OR | 97504 | N/A | PC | TOWARD THE PURCHASE OF A CARGO VAN TO TRANSPORT EQUIPMENT AND SUPPLIES FOR MOBILE DENTAL SERVICES. | $15,000 |
| 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 |
| 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 |
| EAGLE POINT HIGH SCHOOL | |||||||
| PO BOX 198 | EAGLE POINT | OR | 97524 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $13,500 |
| ACCESS INC | |||||||
| PO BOX 4666 | MEDFORD | OR | 97501 | N/A | PC | TOWARD THE ADDITION OF THREE NEW FREE MOBILE MARKET LOCATIONS IN LOW-INCOME AREAS. | $12,500 |
| ASHLAND HIGH SCHOOL | |||||||
| 201 S MOUNTAIN AVENUE | ASHLAND | OR | 97520 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $12,500 |
| BOYS & GIRLS CLUBS OF THE ROGUE VALLEY | |||||||
| 203 SE 9TH STREET | GRANTS PASS | OR | 97526 | N/A | PC | IN SUPPORT OF AN AFTER-SCHOOL PROGRAM TO INCREASE ACADEMIC SUCCESS. | $12,000 |
| COMPASS HOUSE | |||||||
| 37 N IVY STREET | MEDFORD | OR | 97501 | N/A | PC | TOWARD THE PURCHASE AND RENOVATION OF A BUILDING TO EXPAND SERVICES. | $12,000 |
| ROGUE VALLEY SYMPHONY | |||||||
| 1875 HWY 99 N STE 7 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF THE LINK UP AND CLASSICAL COACHES PROGRAMS IN LOCAL SCHOOLS. | $12,000 |
| SET FREE SERVICES | |||||||
| 1032 W MAIN STREET | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF GENERAL OPERATIONS. | $12,000 |
| 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 |
| ROGUE RETREAT | |||||||
| 1410 W 8TH STREET | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF PROVIDING CASE MANAGEMENT SERVICES. | $10,000 |
| REACHING OUR COMMUNITY | |||||||
| 564 SW FOUNDRY STREET | GRANTS PASS | OR | 97526 | N/A | PC | IN SUPPORT OF FUNDING STAFF POSITIONS AT THE FOOD PANTRY. | $10,000 |
| FAMILY NURTURING CENTER | |||||||
| 212 N OAKDALE | MEDFORD | OR | 97501 | N/A | PC | TOWARD THE PURCHASE OF COMPUTERS AND OTHER TECHNOLOGY FOR EMPLOYEES IN THE FIELD. | $10,000 |
| 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 |
| OPTIONS FOR HOMELESS RESIDENTS OF ASHLAND | |||||||
| PO BOX 1133 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF A PROGRAM PROVIDING RENTAL ASSISTANCE TO HELP RESIDENTS FIND HOUSING OR REMAIN IN THEIR HOMES. | $10,000 |
| ST VINCENT DE PAUL SOCIETY - GRANTS PASS | |||||||
| 132 SE H STREET | GRANTS PASS | OR | 97526 | N/A | PC | TO PROVIDE SOCIAL SERVICES SUPPORT FOR LOCAL LOW-INCOME RESIDENTS. | $10,000 |
| THE SALVATION ARMY | |||||||
| PO BOX 757 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF PROVIDING TRANSITIONAL HOUSING TO THE HOMELESS. | $10,000 |
| WOMEN'S CRISIS SUPPORT TEAM | |||||||
| 560-A NE F STREET 430 | GRANTS PASS | OR | 97526 | N/A | PC | IN SUPPORT OF A VIOLENCE PREVENTION AND POSITIVE YOUTH DEVELOPMENT PROGRAM IN LOCAL SCHOOLS. | $10,000 |
| PHOENIX HIGH SCHOOL | |||||||
| PO BOX 697 | PHOENIX | OR | 97535 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $9,000 |
| CLASSROOM LAW PROJECT | |||||||
| 620 SW MAIN ST STE 102 | PORTLAND | OR | 97205 | N/A | PC | TOWARD AN ONLINE SUMMER INSTITUTE FOR TEACHERS PROGRAM. | $8,500 |
| HOPE EQUESTRIAN CENTER | |||||||
| PO BOX 396 | EAGLE POINT | OR | 97524 | N/A | PC | TO PROVIDE SCHOLARSHIPS FOR RIDERS TO PARTICIPATE IN A THERAPEUTIC RIDING PROGRAM. | $8,000 |
| NONPROFIT ASSOCIATION OF OREGON | |||||||
| 5100 SW MACADAM AVE STE 36 | PORTLAND | OR | 97239 | N/A | PC | IN SUPPORT OF A SERIES OF PROFESSIONAL DEVELOPMENT TRAININGS. | $8,000 |
| SOUTHERN OREGON FILM SOCIETY | |||||||
| PO BOX 218 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF ARTS EDUCATION PROGRAMS FOR LOCAL YOUTH. | $8,000 |
| SPARTAN BOXING | |||||||
| 729 WELCH STREET | MEDFORD | OR | 97501 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $8,000 |
| YOUTH SYMPHONY OF SOUTHERN OREGON | |||||||
| PO BOX 4291 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF THE 2020-21 CONCERT SEASON. | $8,000 |
| ONTRACK INC | |||||||
| 300 W MAIN STREET | MEDFORD | OR | 97501 | N/A | PC | TOWARD FLOOR REPLACEMENT AT THE MOM'S PROGRAM FACILITY. | $7,500 |
| ROGUE GALLERY & ART CENTER | |||||||
| 40 S BARTLETT STREET | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF THE 2020 EXHIBITION SERIES AND ITS RELATED LECTURES AND EVENTS. | $7,500 |
| 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. | $7,150 |
| DAVID'S CHAIR OUTDOOR MOBILITY SYSTEMS | |||||||
| 535 SUNRISE AVENUE | MEDFORD | OR | 97504 | N/A | PC | TO PURCHASE TWO SMALL ENCLOSED TRAILERS WITH MODIFICATIONS TO PAIR UP WITH AN ALL-TERRAIN TRACK CHAIR. | $7,000 |
| CONSUMER CREDIT COUNSELING SERVICE OF SOUTHERN OREGON | |||||||
| 820 CRATER LAKE AVENUE 202 | MEDFORD | OR | 97504 | N/A | PC | TO EXPAND CREDIT COUNSELING SERVICES TO MEET INCREASED DEMAND. | $7,000 |
| SISKIYOU FIELD INSTITUTE | |||||||
| PO BOX 207 | SELMA | OR | 97538 | N/A | PC | TOWARD THE DEVELOPMENT OF THE OUTDOOR SCHOOL PROGRAM. | $6,500 |
| RESOLVE - CENTER FOR DISPUTE RESOLUTION | |||||||
| 1237 N RIVERSIDE AVE STE 25 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF SCHOOL PROGRAMS IMPLEMENTING RESTORATIVE JUSTICE. | $6,500 |
| FAMILIA UNIDA BIKE PROGRAM | |||||||
| 8089 ABBEY ROAD | WHITE CITY | OR | 97503 | N/A | PC | GENERAL OPERATING SUPPORT. | $6,000 |
| PEACE HOUSE | |||||||
| PO BOX 524 | ASHLAND | OR | 97520 | N/A | PC | FOR COSTS ASSOCIATED WITH PROVIDING A FREE WEEKLY MEAL TO HOMELESS AND LOW-INCOME PERSONS. | $6,000 |
| ROGUE VALLEY FARM TO SCHOOL | |||||||
| PO BOX 898 | ASHLAND | OR | 97520 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $6,000 |
| 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 CENTRAL POINT ELEMENTARY SCHOOLS | $6,000 |
| ST MARK'S EPISCOPAL CHURCH | |||||||
| 426 W 6TH STREET | MEDFORD | OR | 97501 | N/A | PC | TOWARD THE PURCHASE OF FOOD TO BE DISTRIBUTED THROUGH A WEEKLY FOOD PANTRY. | $6,000 |
| 1000 FRIENDS OF OREGON | |||||||
| PO BOX 40367 | PORTLAND | OR | 97204 | N/A | PC | TO TRAIN CIVIC LEADERS SO THEY HAVE A WORKING KNOWLEDGE OF LAND USE SYSTEMS. | $5,000 |
| ASHLAND EMERGENCY FOOD BANK | |||||||
| PO BOX 3578 | ASHLAND | OR | 97520 | N/A | PC | TOWARD THE PURCHASE OF FRESH FOOD TO DISTRIBUTE THROUGH THE FOOD BANK. | $5,000 |
| GRANDMAS2GO | |||||||
| 140 S HOLLY STREET | MEDFORD | OR | 97501 | N/A | PC | TO PROVIDE GRANDMA VOLUNTEERS TO SUPPORT PARENTS OF CHILDREN BORN WITH SPECIAL HEALTH CONCERNS. | $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 |
| HIV ALLIANCE | |||||||
| 1195A CITY VIEW STREET | EUGENE | OR | 97402 | N/A | PC | IN SUPPORT OF JOSEPHINE COUNTY HIV SERVICES. | $5,000 |
| ILLINOIS RIVER VALLEY ARTS COUNCIL | |||||||
| PO BOX 522 | CAVE JUNCTION | OR | 97523 | N/A | PC | IN SUPPORT OF AN ART PROGRAM FOR THE ELEMENTARY AND MIDDLE SCHOOLS. | $5,000 |
| JOE'S PLACE MINISTRIES | |||||||
| PO BOX 1226 | GRANTS PASS | OR | 97528 | N/A | PC | TO EXPAND OUTREACH SERVICES TO YOUTH IN THE CAVE JUNCTION AREA. | $5,000 |
| 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 |
| ROGUE VALLEY CHORALE ASSOCIATION | |||||||
| 724 S CENTRAL AVENUE | MEDFORD | OR | 97501 | N/A | PC | TOWARD THE PURCHASE OF NEW CHORAL RISERS. | $5,000 |
| ASHLAND SUPPORTIVE HOUSING | |||||||
| PO BOX 3536 | ASHLAND | OR | 97520 | N/A | PC | TOWARD THE ASHWOOD INN SCHOLARSHIP FUND. | $5,000 |
| 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 |
| HEALTHY U | |||||||
| PO BOX 1491 | CAVE JUNCTION | OR | 97523 | N/A | PC | IN SUPPORT OF A SIX WEEK SUMMER PROGRAM PROVIDING MENTORING AND TUTORING. | $5,000 |
| BARNSTORMERS THEATRE INC | |||||||
| 112 NE EVELYN AVENUE | GRANTS PASS | OR | 97526 | N/A | PC | TOWARD UPGRADES IN THE THEATRE BUILDING. | $5,000 |
| CITY OF ASHLAND | |||||||
| 20 E MAIN STREET | ASHLAND | OR | 97520 | N/A | GOV | TOWARD THE CONSTRUCTION OF A NATURE PLAY AREA AT NORTH MOUNTAIN PARK IN ASHLAND. | $5,000 |
| BALLET FOLKLORICO RITMO ALEGRE | |||||||
| PO BOX 8225 | MEDFORD | OR | 97501 | N/A | PC | TO PROVIDE TRAINING FOR INSTRUCTORS AND PERFORMERS. | $5,000 |
| PACIFICA A GARDEN IN THE SISKIYOUS | |||||||
| PO BOX 1 | WILLIAMS | OR | 97544 | N/A | PC | TOWARD THE PURCHASE AND INSTALLATION OF FIRE DOORS FOR THE CEDAR CENTER BUILDING. | $5,000 |
| BRAVA OPERA THEATRE | |||||||
| 1652 PEACHY ROAD | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF CLASSES, COMPETITIONS AND PERFORMANCES AND TO ESTABLISH A LOCAL BOX OFFICE. | $5,000 |
| 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 |
| FIRST CHRISTIAN CHURCH OF MEDFORD | |||||||
| 1900 CRATER LAKE AVE | MEDFORD | OR | 97504 | N/A | PC | TOWARD THE REPLACEMENT OF THE FLOORING IN THE PRESCHOOL. | $4,000 |
| THE HEARTH | |||||||
| 400 MORTON STREET | ASHLAND | OR | 97520 | N/A | PC | TOWARD COSTS ASSOCIATED WITH ONLINE FACILITATOR CERTIFICATION TRAINING. | $4,000 |
| THE PACIFIC FOREST TRUST | |||||||
| 1001-A OREILLY AVE | SAN FRANCISCO | CA | 94129 | N/A | PC | TOWARD A LAND CONSERVATION PROJECT ON MT. ASHLAND. | $4,000 |
| ASHLAND NEW PLAYS FESTIVAL | |||||||
| PO BOX 3314 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF THE 2019 FALL FESTIVAL . | $4,000 |
| THE DOME SCHOOL | |||||||
| PO BOX 812 | CAVE JUNCTION | OR | 97523 | N/A | PC | TOWARD REPAIRS TO AN EXISTING HOT WATER HEATER. | $4,000 |
| GRANTS PASS MUSEUM OF ART | |||||||
| PO BOX 966 | GRANTS PASS | OR | 97526 | N/A | PC | IN SUPPORT OF STUDENT FIELD TRIPS TO THE MUSEUM. | $3,500 |
| OREGON COAST YOUTH SYMPHONY FESTIVAL ASSOCIATION | |||||||
| PO BOX 2405 | NEWPORT | OR | 97365 | N/A | PC | IN SUPPORT OF ASHLAND HIGH SCHOOL'S ORCHESTRA TO PARTICIPATE IN THE FESTIVAL IN 2021. | $3,500 |
| ROGUE FARM CORPS | |||||||
| PO BOX 533 | ASHLAND | OR | 97520 | N/A | PC | TOWARD DIRECT OPERATING FUNDS. | $3,500 |
| ROGUE RIVER HIGH SCHOOL | |||||||
| PO BOX 1045 | ROGUE RIVER | OR | 97537 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $3,500 |
| CARE FOUNDATION | |||||||
| 4616 25TH AVENUE NE 477 | SEATTLE | WA | 98105 | N/A | PC | A GRANT MADE IN MEMORY OF HELEN B CARPENTER. | $3,000 |
| 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 |
| ROGUE VALLEY PEACE CHOIR | |||||||
| PO BOX 825 | ASHLAND | OR | 97520 | N/A | PC | SALARY SUPPORT FOR THE CHOIR DIRECTOR AND ACCOMPANYIST. | $3,000 |
| ANIMA MUNDI PRODUCTIONS | |||||||
| PO BOX 1323 | PHOENIX | OR | 97535 | N/A | PC | TOWARD THE CREATION OF A MUSICAL BASED ON INTERVIEWS WITH MEMBEROS OF THE SOUTHERN OREGON LATINO COMMUNITY. | $3,000 |
| COLLABORATIVE THEATRE PROJECT INC | |||||||
| 555 MEDFORD CENTER | MEDFORD | OR | 97504 | N/A | PC | IN SUPPORT OF PERFORMANCES, PLAYREADINGS AND WORKSHOPS. | $3,000 |
| MIRACLE THEATRE GROUP | |||||||
| 425 SE 6TH AVENUE | PORTLAND | OR | 97214 | N/A | PC | IN SUPPORT OF A THEATRE RESIDENCY PROGRAM. | $3,000 |
| OREGON MUSEUM OF SCIENCE & INDUSTRY | |||||||
| 1945 SE WATER AVENUE | PORTLAND | OR | 97214 | N/A | PC | IN SUPPORT OF SCIENCE EDUCATION SCHOOL PROGRAMS. | $3,000 |
| WHITE OAK FARM & EDUCATION CENTER | |||||||
| PO BOX 450 | WILLIAMS | OR | 97544 | N/A | PC | TO PROVIDE SCHOLARSHIP ASSISTANCE TO LOW-INCOME FAMILIES TO PARTICIPATE AT THE FARM. | $3,000 |
| FRIENDS OF CASCADE-SISKIYOU NATIONAL MONUMENT | |||||||
| 84 4TH STREET | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF THE 20TH ANNIVERSARY OF THE CASCADE-SISKIYOU NATIONAL MONUMENT. | $2,500 |
| KLAMATH BIRD OBSERVATORY | |||||||
| PO BOX 758 | ASHLAND | OR | 97520 | N/A | PC | TOWARD SCIENTIFIC RESEARCH AND EDUCATION ON THE CONSERVATION CHALLENGES FACING THE OREGON VESPER SPARROW. | $2,500 |
| TALENT ELEMENTARY SCHOOL | |||||||
| PO BOX 296 | TALENT | OR | 97540 | N/A | GOV | TO PROVIDE A FIDDLE BAND CLASS TO STUDENTS IN THE OUTDOOR SCHOOL PROGRAM. | $2,500 |
| ROGUE RIVER SCHOOL DISTRICT | |||||||
| PO BOX 1045 | ROGUE RIVER | OR | 97537 | N/A | GOV | IN SUPPORT OF A PROGRAM INCORPORATING GARDENING AND MUSIC. | $2,400 |
| ARCHITECTURAL FOUNDATION OF OREGON | |||||||
| PO BOX 40230 | PORTLAND | OR | 97240 | N/A | PC | IN SUPPORT OF ARCHITECTS IN THE SCHOOLS PROGRAM. | $2,000 |
| DIVIDE CAMP INC | |||||||
| PO BOX 49 | JOSEPH | OR | 97846 | N/A | PC | IN SUPPORT OF BRINGING VETERANS TO A WILDERNESS CAMP EXPERIENCE. | $2,000 |
| MID ROGUE IMAGING CENTER | |||||||
| 1619 NW HAWTHORNE AVE STE 1 | GRANTS PASS | OR | 97526 | N/A | PC | IN SUPPORT OF AN OUTREACH AND EDUCATION PROGRAM EXPANDING ACCESS TO CARE. | $2,000 |
| REACH OUT AND READ | |||||||
| 16400 SW NIGHTHAWK DRIVE | BEAVERTON | OR | 97007 | N/A | PC | IN SUPPORT OF PROVIDING BOOKS AND PEDIATRICIAN-GUIDED EARLY LITERACY EDUCATION TO LOCAL CHILDREN. | $2,000 |
| COMPASSION HIGHWAY PROJECT | |||||||
| PO BOX 1653 | MEDFORD | OR | 97501 | N/A | PC | TO PROVIDE FOOD AND PERSONAL ITEMS TO HOMELESS PERSONS IN MEDFORD. | $2,000 |
| RUSK RANCH NATURE CENTER | |||||||
| PO BOX 872 | CAVE JUNCTION | OR | 97523 | N/A | PC | TOWARD RENOVATIONS OF THE FACILITY . | $2,000 |
| 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 |
| OREGON NONPROFIT LEADERS CONFERENCE UNITED WAY | |||||||
| 1457 E MCANDREWS ROAD | MEDFORD | OR | 97504 | N/A | PC | SPONSORSHIP FOR SPRING 2020 CONFERENCE. | $1,500 |
| RANDALL THEATRE COMPANY | |||||||
| 10 3RD STREET | MEDFORD | OR | 97501 | N/A | PC | TO PROVIDE A FREE THEATRE PROGRAM TO PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. | $1,500 |
| ROGUE ROWING | |||||||
| 175 EMIGRANT LAKE ROAD | ASHLAND | OR | 97520 | N/A | PC | TOWARD COSTS TO DEVELOP AN ADAPTIVE ROWING PROGRAM. | $1,500 |
| BUTTE FALLS HIGH SCHOOL | |||||||
| PO BOX 167 | BUTTE FALLS | OR | 97522 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $1,000 |
| KLAMATH-SISKIYOU WILDLANDS CENTER | |||||||
| PO BOX 102 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF RESTORING NATIVE PLANT COMMUNITIES AT THE EIGHT DOLLAR MOUNTAIN BOTANICAL AREA. | $1,000 |
| PROSPECT HIGH SCHOOL | |||||||
| PO BOX 40 | PROSPECT | OR | 97536 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $715,050 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 |
| 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 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 |
| 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 |
| 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 |
| SISKIYOU FIELD INSTITUTE | |||||||
| PO BOX 207 | SELMA | OR | 97538 | N/A | PC | TOWARD THE DEVELOPMENT OF THE OUTDOOR SCHOOL PROGRAM. | $15,000 |
| 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 CENTRAL POINT ELEMENTARY SCHOOLS | $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 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 |
| PHOENIX-TALENT SCHOOL DISTRICT | |||||||
| PO BOX 698 | PHOENIX | OR | 97535 | N/A | GOV | TO PROVIDE SCHOLARSHIPS FOR LOCAL LATINO YOUTH TO ATTEND A SUMMER RESIDENTIAL PROGRAM. | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $229,300 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,122,817 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$473,445 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| UBI FROM PARTNERSHIPS | 900099 | $283 | ||
| NET NON-UBI FROM PARTNERSHIP INVESTMENTS | 900099 | 14 | -$56,804 | |
| MISCELLANEOUS INCOME | 900099 | 14 | $77 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $283 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $592,652 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $592,935 | 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 | $16,795 | Amt |
| Net Investment Income | $8,398 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,397 | 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 | $2,887 | SL | 7.000000000000 | $502 | $0 |
| COPIER - KONICA | 2017-04-06 | $5,225 | $2,351 | SL | 5.000000000000 | $1,045 | $0 |
| CONFERENCE TABLE | 2018-12-18 | $2,130 | $152 | SL | 7.000000000000 | $304 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 193,673 SHARES PIMCO TOTAL RETURN FUND | $2,061,205 | $2,097,477 |
| 29,095 SHARES PRIMECAP ODYSSEY GROWTH FUND | $758,125 | $1,122,470 |
| 5,560 SHARES VANGUARD 500 INDEX FUND ADMIRAL SHARES | $912,945 | $1,590,622 |
| 6,832 SHARES DODGE & COX STOCK FUND | $944,102 | $1,097,854 |
| 56,775 SHARES VANGUARD EMERGING MARKETS SELECT STOCK FUND | $985,361 | $1,140,046 |
| 59,946 SHARES DODGE & COX INTERNATIONAL STOCK FUND | $2,448,474 | $2,131,692 |
| 74,975 SHARES CRM SMALL/MID CAP VALUE FUND | $943,714 | $749,752 |
| 84,785 SHARES VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADMIRAL | $2,173,276 | $2,246,809 |
| 8,338 SHARES VANGUARD EXTENDED MARKET INDEX | $405,819 | $748,816 |
| 129,602 SHARES OF COHEN & STEERS | $1,716,087 | $1,735,377 |
| 136,818 T. ROWE PRICE FUND | $1,505,142 | $1,551,521 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHGATE IV | AT COST | $245,608 | $191,966 |
| NORTHGATE PRIVATE EQUITIES | AT COST | $26,713 | $16,849 |
| NORTHGATE PRIVATE EQUITIES II | AT COST | $78,882 | $35,017 |
| NORTHGATE PRIVATE EQUITIES III | AT COST | $93,087 | $89,706 |
| NORTHGATE V | AT COST | $356,948 | $547,813 |
| NORTHGATE VENTURE II | AT COST | $205,767 | $223,690 |
| NORTHGATE VENTURE III | AT COST | $252,411 | $309,912 |
| NORTHGATE VENTURE VII | AT COST | $395,333 | $660,067 |
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 | $3,389 | $125 |
| COPIER - KONICA | $5,225 | $3,396 | $1,829 |
| CONFERENCE TABLE | $2,130 | $456 | $1,674 |
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 | $2,254 | $1,127 | $1,127 |
| OFFICE EXPENSES | $7,461 | $3,731 | $3,730 |
| INSURANCE | $4,607 | $921 | $3,686 |
| DUES AND SUBSCRIPTIONS | $1,313 | $657 | $657 |
| ANNUAL REPORT | $1,678 | $839 | $839 |
| MISCELLANEOUS | $2,531 | $1,265 | $1,265 |
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 | $283 | $283 | |
| NET NON-UBI FROM PARTNERSHIP INVESTMENTS | -$56,804 | -$56,804 | -$56,804 |
| MISCELLANEOUS INCOME | $77 | $77 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERIES OF GRANTS | Desc |
| Amt | $1,044 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED EXPENSES | $4,193 | $4,397 |
| DEFERRED EXCISE TAXES | $24,200 | $24,700 |
| EXCISE TAX PAYABLE | $194 | $2,261 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $19,738 | Amt |
| Net Investment Income | $19,738 | 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 | $2,376 | $0 | $2,376 |
| DEFERRED TAX EXPENSE | $500 | $0 | $0 |
| PROVISION FOR EXCISE TAXES | $4,898 | $0 | $0 |
| FOREGIN TAXES | $8,237 | $8,237 | $0 |
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