2021-02-22T16:00:41-06:00 2020-06-30 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990PF 2019-07-01 930491360 THE CARPENTER FOUNDATION CARP 5417725851 824 EAST MAIN ST NO 102 MEDFORD OR 97504 EMILY MOSTUE PRESIDENT 5417725851 2021-01-19 1 SANG AHN P00540880 5032270581 2019 2022-09-23 18:48:47Z X 18371885 X X 7 7 1122817 1122817 -473445 5294815 0 -56444 -56804 592935 1066020 44363 26617 17745 104797 23112 81685 31106 7779 23327 16795 8398 8397 19738 19738 0 16011 8237 2376 1851 0 13890 0 13890 19844 8540 11304 268395 102421 158724 751700 715050 1020095 102421 873774 -427160 963599 220026 64995 64995 5639 5646 5646 6380 6380 14881505 14854250 16212436 1863694 1654749 2075020 20009 16381 5479 3628 3628 3780 3780 3780 16980123 16593428 18371885 192650 229300 28587 31358 221237 260658 X 16758886 16332770 16758886 16332770 16980123 16593428 16758886 -427160 1044 16332770 0 16332770 PUBLICLY TRADED SECURITIES 2019-06-30 2020-06-30 5294815 5768260 -473445 -473445 -473445 0 929471 18663849 0.049801 845767 19331657 0.043750 938684 17998004 0.052155 939608 17924777 0.052420 670359 19128912 0.035044 0.233170 0.046634 18436284 859758 9636 869394 873774 X 9636 0 9636 0 9636 10855 0 0 10855 0 1219 1219 0 0 0 0 0 0 0 0 0 0 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 43174 1295 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 PAULA WILLIAMS 824 E MAIN STREET SUITE 102 MEDFORD OR 97504 PROGRAM OFFICER 40.00 72302 11048 0 0 NONE 0 0 18623936 93104 0 18717040 0 0 18717040 280756 18436284 921814 921814 9636 9636 912178 0 912178 0 912178 873774 0 873774 9636 864138 912178 384062 0 0 873774 384062 0 0 489712 0 0 0 0 0 0 0 0 422466 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. BRITT FESTIVALS PO BOX 1124 MEDFORD OR 97501 N/A PC IN SUPPORT OF COSTS ASSOCIATED WITH THE CLASSICAL ORCHESTRA MUSICIANS. 22000 UNITED WAY OF JACKSON COUNTY 60 HAWTHORNE STREET MEDFORD OR 97504 N/A PC TOWARD GENERAL OPERATING SUPPORT. 22000 SOUTH MEDFORD HIGH SCHOOL 1551 CUNNINGHAM LANE MEDFORD OR 97501 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 20500 NORTH MEDFORD HIGH SCHOOL 1900 N KEENE WAY DRIVE MEDFORD OR 97504 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 19500 CRATER HIGH SCHOOL 300 ASH STREET CENTRAL POINT OR 97502 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 16500 JOSEPHINE COMMUNITY LIBRARY DISTRICT 200 NW C STREET GRANTS PASS OR 97526 N/A PC TOWARD THE INSTALLATION OF HIGH SPEED INTERNET SERVICES. 16000 CASA OF JACKSON & JOSEPHINE COUNTIES 409 NORTH FRONT STREET MEDFORD OR 97501 N/A PC TOWARD THE RECRUITMENT OF 50 NEW CASA VOLUNTEERS. 15000 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. 15000 KID TIME DISCOVERY EXPERIENCE 106 N CENTRAL AVE MEDFORD OR 97501 N/A PC TOWARD THE PURCHASE AND RENOVATION OF THE CARNEGIE LIBRARY. 15000 KIDS UNLIMITED 821 N RIVERSIDE MEDFORD OR 97501 N/A PC IN SUPPORT OF CREATING A NEW PRE-KINDERGARTEN PROGRAM. 15000 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. 15000 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 ST VINCENT DE PAUL SOCIETY - MEDFORD PO BOX 1663 MEDFORD OR 97501 N/A PC TO PROVIDE EMERGENCY UTILITY ASSISTANCE TO LOCAL FAMILIES. 15000 EAGLE POINT HIGH SCHOOL PO BOX 198 EAGLE POINT OR 97524 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 13500 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. 12500 ASHLAND HIGH SCHOOL 201 S MOUNTAIN AVENUE ASHLAND OR 97520 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 12500 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. 12000 COMPASS HOUSE 37 N IVY STREET MEDFORD OR 97501 N/A PC TOWARD THE PURCHASE AND RENOVATION OF A BUILDING TO EXPAND SERVICES. 12000 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. 12000 SET FREE SERVICES 1032 W MAIN STREET MEDFORD OR 97501 N/A PC IN SUPPORT OF GENERAL OPERATIONS. 12000 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 ROGUE RETREAT 1410 W 8TH STREET MEDFORD OR 97501 N/A PC IN SUPPORT OF PROVIDING CASE MANAGEMENT SERVICES. 10000 REACHING OUR COMMUNITY 564 SW FOUNDRY STREET GRANTS PASS OR 97526 N/A PC IN SUPPORT OF FUNDING STAFF POSITIONS AT THE FOOD PANTRY. 10000 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. 10000 MASLOW PROJECT PO BOX 999 MEDFORD OR 97501 N/A PC IN SUPPORT OF CASE MANAGEMENT SERVICES FOR HOMELESS CHILDREN AND THEIR FAMILIES. 10000 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. 10000 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. 10000 THE SALVATION ARMY PO BOX 757 MEDFORD OR 97501 N/A PC IN SUPPORT OF PROVIDING TRANSITIONAL HOUSING TO THE HOMELESS. 10000 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. 10000 PHOENIX HIGH SCHOOL PO BOX 697 PHOENIX OR 97535 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 9000 CLASSROOM LAW PROJECT 620 SW MAIN ST STE 102 PORTLAND OR 97205 N/A PC TOWARD AN ONLINE SUMMER INSTITUTE FOR TEACHERS PROGRAM. 8500 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 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. 8000 SOUTHERN OREGON FILM SOCIETY PO BOX 218 ASHLAND OR 97520 N/A PC IN SUPPORT OF ARTS EDUCATION PROGRAMS FOR LOCAL YOUTH. 8000 SPARTAN BOXING 729 WELCH STREET MEDFORD OR 97501 N/A PC TOWARD GENERAL OPERATING SUPPORT. 8000 YOUTH SYMPHONY OF SOUTHERN OREGON PO BOX 4291 MEDFORD OR 97501 N/A PC IN SUPPORT OF THE 2020-21 CONCERT SEASON. 8000 ONTRACK INC 300 W MAIN STREET MEDFORD OR 97501 N/A PC TOWARD FLOOR REPLACEMENT AT THE MOM'S PROGRAM FACILITY. 7500 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. 7500 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. 7150 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. 7000 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. 7000 SISKIYOU FIELD INSTITUTE PO BOX 207 SELMA OR 97538 N/A PC TOWARD THE DEVELOPMENT OF THE OUTDOOR SCHOOL PROGRAM. 6500 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. 6500 FAMILIA UNIDA BIKE PROGRAM 8089 ABBEY ROAD WHITE CITY OR 97503 N/A PC GENERAL OPERATING SUPPORT. 6000 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. 6000 ROGUE VALLEY FARM TO SCHOOL PO BOX 898 ASHLAND OR 97520 N/A PC TOWARD GENERAL OPERATING SUPPORT. 6000 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 6000 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. 6000 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. 5000 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. 5000 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. 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 HIV ALLIANCE 1195A CITY VIEW STREET EUGENE OR 97402 N/A PC IN SUPPORT OF JOSEPHINE COUNTY HIV SERVICES. 5000 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. 5000 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. 5000 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 ROGUE VALLEY CHORALE ASSOCIATION 724 S CENTRAL AVENUE MEDFORD OR 97501 N/A PC TOWARD THE PURCHASE OF NEW CHORAL RISERS. 5000 ASHLAND SUPPORTIVE HOUSING PO BOX 3536 ASHLAND OR 97520 N/A PC TOWARD THE ASHWOOD INN SCHOLARSHIP FUND. 5000 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 HEALTHY U PO BOX 1491 CAVE JUNCTION OR 97523 N/A PC IN SUPPORT OF A SIX WEEK SUMMER PROGRAM PROVIDING MENTORING AND TUTORING. 5000 BARNSTORMERS THEATRE INC 112 NE EVELYN AVENUE GRANTS PASS OR 97526 N/A PC TOWARD UPGRADES IN THE THEATRE BUILDING. 5000 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. 5000 BALLET FOLKLORICO RITMO ALEGRE PO BOX 8225 MEDFORD OR 97501 N/A PC TO PROVIDE TRAINING FOR INSTRUCTORS AND PERFORMERS. 5000 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. 5000 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. 5000 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 FIRST CHRISTIAN CHURCH OF MEDFORD 1900 CRATER LAKE AVE MEDFORD OR 97504 N/A PC TOWARD THE REPLACEMENT OF THE FLOORING IN THE PRESCHOOL. 4000 THE HEARTH 400 MORTON STREET ASHLAND OR 97520 N/A PC TOWARD COSTS ASSOCIATED WITH ONLINE FACILITATOR CERTIFICATION TRAINING. 4000 THE PACIFIC FOREST TRUST 1001-A OREILLY AVE SAN FRANCISCO CA 94129 N/A PC TOWARD A LAND CONSERVATION PROJECT ON MT. ASHLAND. 4000 ASHLAND NEW PLAYS FESTIVAL PO BOX 3314 ASHLAND OR 97520 N/A PC IN SUPPORT OF THE 2019 FALL FESTIVAL . 4000 THE DOME SCHOOL PO BOX 812 CAVE JUNCTION OR 97523 N/A PC TOWARD REPAIRS TO AN EXISTING HOT WATER HEATER. 4000 GRANTS PASS MUSEUM OF ART PO BOX 966 GRANTS PASS OR 97526 N/A PC IN SUPPORT OF STUDENT FIELD TRIPS TO THE MUSEUM. 3500 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. 3500 ROGUE FARM CORPS PO BOX 533 ASHLAND OR 97520 N/A PC TOWARD DIRECT OPERATING FUNDS. 3500 ROGUE RIVER HIGH SCHOOL PO BOX 1045 ROGUE RIVER OR 97537 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 3500 CARE FOUNDATION 4616 25TH AVENUE NE 477 SEATTLE WA 98105 N/A PC A GRANT MADE IN MEMORY OF HELEN B CARPENTER. 3000 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 ROGUE VALLEY PEACE CHOIR PO BOX 825 ASHLAND OR 97520 N/A PC SALARY SUPPORT FOR THE CHOIR DIRECTOR AND ACCOMPANYIST. 3000 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. 3000 COLLABORATIVE THEATRE PROJECT INC 555 MEDFORD CENTER MEDFORD OR 97504 N/A PC IN SUPPORT OF PERFORMANCES, PLAYREADINGS AND WORKSHOPS. 3000 MIRACLE THEATRE GROUP 425 SE 6TH AVENUE PORTLAND OR 97214 N/A PC IN SUPPORT OF A THEATRE RESIDENCY PROGRAM. 3000 OREGON MUSEUM OF SCIENCE & INDUSTRY 1945 SE WATER AVENUE PORTLAND OR 97214 N/A PC IN SUPPORT OF SCIENCE EDUCATION SCHOOL PROGRAMS. 3000 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. 3000 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. 2500 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. 2500 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. 2500 ROGUE RIVER SCHOOL DISTRICT PO BOX 1045 ROGUE RIVER OR 97537 N/A GOV IN SUPPORT OF A PROGRAM INCORPORATING GARDENING AND MUSIC. 2400 ARCHITECTURAL FOUNDATION OF OREGON PO BOX 40230 PORTLAND OR 97240 N/A PC IN SUPPORT OF ARCHITECTS IN THE SCHOOLS PROGRAM. 2000 DIVIDE CAMP INC PO BOX 49 JOSEPH OR 97846 N/A PC IN SUPPORT OF BRINGING VETERANS TO A WILDERNESS CAMP EXPERIENCE. 2000 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. 2000 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. 2000 COMPASSION HIGHWAY PROJECT PO BOX 1653 MEDFORD OR 97501 N/A PC TO PROVIDE FOOD AND PERSONAL ITEMS TO HOMELESS PERSONS IN MEDFORD. 2000 RUSK RANCH NATURE CENTER PO BOX 872 CAVE JUNCTION OR 97523 N/A PC TOWARD RENOVATIONS OF THE FACILITY . 2000 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 OREGON NONPROFIT LEADERS CONFERENCE UNITED WAY 1457 E MCANDREWS ROAD MEDFORD OR 97504 N/A PC SPONSORSHIP FOR SPRING 2020 CONFERENCE. 1500 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. 1500 ROGUE ROWING 175 EMIGRANT LAKE ROAD ASHLAND OR 97520 N/A PC TOWARD COSTS TO DEVELOP AN ADAPTIVE ROWING PROGRAM. 1500 BUTTE FALLS HIGH SCHOOL PO BOX 167 BUTTE FALLS OR 97522 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 1000 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. 1000 PROSPECT HIGH SCHOOL PO BOX 40 PROSPECT OR 97536 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 1000 715050 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 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 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 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 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 SISKIYOU FIELD INSTITUTE PO BOX 207 SELMA OR 97538 N/A PC TOWARD THE DEVELOPMENT OF THE OUTDOOR SCHOOL PROGRAM. 15000 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 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 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 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. 7500 229300 14 7 14 1122817 18 -473445 UBI FROM PARTNERSHIPS 900099 283 NET NON-UBI FROM PARTNERSHIP INVESTMENTS 900099 14 -56804 MISCELLANEOUS INCOME 900099 14 77 283 592652 0 592935 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 16795 8398 8397 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 2887 SL 7.000000000000 502 0 COPIER - KONICA 2017-04-06 5225 2351 SL 5.000000000000 1045 0 CONFERENCE TABLE 2018-12-18 2130 152 SL 7.000000000000 304 0 193,673 SHARES PIMCO TOTAL RETURN FUND 2061205 2097477 29,095 SHARES PRIMECAP ODYSSEY GROWTH FUND 758125 1122470 5,560 SHARES VANGUARD 500 INDEX FUND ADMIRAL SHARES 912945 1590622 6,832 SHARES DODGE & COX STOCK FUND 944102 1097854 56,775 SHARES VANGUARD EMERGING MARKETS SELECT STOCK FUND 985361 1140046 59,946 SHARES DODGE & COX INTERNATIONAL STOCK FUND 2448474 2131692 74,975 SHARES CRM SMALL/MID CAP VALUE FUND 943714 749752 84,785 SHARES VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADMIRAL 2173276 2246809 8,338 SHARES VANGUARD EXTENDED MARKET INDEX 405819 748816 129,602 SHARES OF COHEN & STEERS 1716087 1735377 136,818 T. ROWE PRICE FUND 1505142 1551521 NORTHGATE IV AT COST 245608 191966 NORTHGATE PRIVATE EQUITIES AT COST 26713 16849 NORTHGATE PRIVATE EQUITIES II AT COST 78882 35017 NORTHGATE PRIVATE EQUITIES III AT COST 93087 89706 NORTHGATE V AT COST 356948 547813 NORTHGATE VENTURE II AT COST 205767 223690 NORTHGATE VENTURE III AT COST 252411 309912 NORTHGATE VENTURE VII AT COST 395333 660067 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 3389 125 COPIER - KONICA 5225 3396 1829 CONFERENCE TABLE 2130 456 1674 DEPOSIT 3780 3780 3780 TELEPHONE 2254 1127 1127 OFFICE EXPENSES 7461 3731 3730 INSURANCE 4607 921 3686 DUES AND SUBSCRIPTIONS 1313 657 657 ANNUAL REPORT 1678 839 839 MISCELLANEOUS 2531 1265 1265 UBI FROM PARTNERSHIPS 283 283 NET NON-UBI FROM PARTNERSHIP INVESTMENTS -56804 -56804 -56804 MISCELLANEOUS INCOME 77 77 RECOVERIES OF GRANTS 1044 ACCRUED EXPENSES 4193 4397 DEFERRED EXCISE TAXES 24200 24700 EXCISE TAX PAYABLE 194 2261 INVESTMENT MANAGEMENT FEES 19738 19738 0 OREGON CT-12 2376 0 2376 DEFERRED TAX EXPENSE 500 0 0 PROVISION FOR EXCISE TAXES 4898 0 0 FOREGIN TAXES 8237 8237 0