CARPENTER FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CARPENTER FOUNDATION (EIN 93-0491360)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-02-18
- IRS object ID
- 202010499349100321
- Schema version
- 2018v3.1
- 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
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-18T16:54:38-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | 2020-01-29 | 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 | 2018 | 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 | $19,400,711 | 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 | $694,254 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $694,254 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $369,556 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,650,622 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $369,556 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$59,860 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$59,463 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,003,957 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,004,354 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $43,494 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $26,096 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,398 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $102,106 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $22,370 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $79,736 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $29,044 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,240 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $21,804 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,477 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,239 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,238 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,395 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,198 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,197 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,379 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,379 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,107 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $15,476 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,977 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,699 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $14,945 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $14,945 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,948 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,098 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,849 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $277,594 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $109,096 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $157,144 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $747,232 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $781,280 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,024,826 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $109,096 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $938,424 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$20,869 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $895,258 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,449 | CashBOYAmt |
| Cash EOY | $220,026 | CashEOYAmt |
| Cash EOYFMV | $220,026 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,632 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,639 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,639 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $14,888,646 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,881,505 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,907,437 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,107,779 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,863,694 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,258,350 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $20,009 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,530 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $5,048 | LandBOYAmt |
| Land EOY | $5,479 | LandEOYAmt |
| Land EOYFMV | $5,479 | LandEOYFMVAmt |
| Other Assets BOY | $3,715 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,780 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,780 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,023,269 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,980,123 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,400,711 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $215,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $192,650 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $28,014 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $28,587 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $243,514 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $221,237 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $16,779,755 | UnrestrictedBOYAmt |
| Unrestricted EOY | $16,758,886 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,779,755 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,758,886 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,023,269 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,980,123 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,779,755 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$20,869 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,758,886 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,758,886 | 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 |
| Gross Sales Price | $1,650,622 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,281,066 | CostOrOtherBasisAmt |
| Gain Or Loss | $369,556 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $369,556 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $369,556 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $845,767 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,331,657 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043750 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $938,684 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,998,004 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052155 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $939,608 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,924,777 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052420 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $670,359 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $19,128,912 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035044 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $862,927 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $18,758,685 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046001 | DistributionYr5Rt |
| Total Distribution | 0.229370 | TotalDistributionRt |
| Average Distribution | 0.045874 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,663,849 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $856,185 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,953 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $865,138 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $938,424 | 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 | $8,953 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,953 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,953 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,400 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,447 | OverpaymentAmt |
| Applied To ES Tax | $1,447 | 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 | $42,227 | $1,267 | $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 | $70,715 | CompensationAmt |
| Employee Benefits | $10,039 | 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 | $18,868,301 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $79,769 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,948,070 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,948,070 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $284,221 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,663,849 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $933,192 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $933,192 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,953 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,953 | TotalTaxAmt |
| Distributable Before Adj | $924,239 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $11,198 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $935,437 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $935,437 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $938,424 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $938,424 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,953 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $929,471 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $935,437 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $387,049 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $938,424 | QualifyingDistributionsAmt |
| Applied To Year1 | $387,049 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $551,375 | 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 | $384,062 | 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 (96 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 1ST PHOENIX COMMUNITY CENTER | |||||||
| PO BOX 390 | PHOENIX | OR | 97535 | N/A | PC | TO PURCHASE SUPPLIES FOR THE COMMUNITY KITCHEN. | $3,500 |
| ACCESS INC | |||||||
| PO BOX 4666 | MEDFORD | OR | 97501 | N/A | PC | TO SUPPORT THE FOOD SHARE EXPANSION PROJECT. | $12,500 |
| ADDICTIONS RECOVERY CENTER | |||||||
| 1003 E MAIN STE 104 | MEDFORD | OR | 97504 | N/A | PC | IN SUPPORT OF RENOVATIONS FOR A NEW RESIDENTIAL SUBSTANCE ABUSE FACILITY. | $15,000 |
| 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 |
| ASHLAND HIGH SCHOOL | |||||||
| 201 S MOUNTAIN AVENUE | ASHLAND | OR | 97520 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $12,500 |
| ASHLAND NEW PLAYS FESTIVAL | |||||||
| PO BOX 3314 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF THE 2019 FALL FESTIVAL . | $4,000 |
| BALLET FOLKLORICO RITMO ALEGRE | |||||||
| PO BOX 8225 | MEDFORD | OR | 97501 | N/A | PC | TO PROVIDE TRAINING FOR INSTRUCTORS AND PERFORMERS. | $5,000 |
| BARNSTORMERS THEATRE INC | |||||||
| 112 NE EVELYN AVENUE | GRANTS PASS | OR | 97526 | N/A | PC | TOWARD UPGRADES IN THE THEATRE BUILDING. | $4,300 |
| BEAR CREEK GREENWAY FOUNDATION | |||||||
| PO BOX 4561 | MEDFORD | OR | 97501 | N/A | PC | TO PROVIDE ADMINISTRATIVE SUPPORT FOR THE ORGANIZATION. | $4,800 |
| 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. | $12,000 |
| BRAVA OPERA THEATRE | |||||||
| 2924 SISKIYOU BLVD 204 | MEDFORD | OR | 97504 | N/A | PC | IN SUPPORT OF CLASSES AND PROGRAMS. | $5,000 |
| BRITT FESTIVALS | |||||||
| PO BOX 1124 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF THE 2019 BRITT FESTIVAL ORCHESTRA. | $25,000 |
| BUTTE FALLS CHARTER SCHOOL | |||||||
| PO BOX 167 | BUTTE FALLS | OR | 97522 | N/A | GOV | TOWARD THE RENOVATION OF TWO CLASSROOMS, CONSTRUCTION OF AN OUTDOOR PAVILION AND PUBLIC BATHROOMS. | $10,000 |
| BUTTE FALLS COMMUNITY SCHOOL PARTNERSHIP | |||||||
| PO BOX 358 | BUTTE FALLS | OR | 97522 | N/A | PC | IN SUPPORT OF STAFF WAGES FOR THE LEARNING TREE PRESCHOOL PROGRAM. | $5,000 |
| BUTTE FALLS HIGH SCHOOL | |||||||
| PO BOX 167 | BUTTE FALLS | OR | 97522 | N/A | PC | STUDENT COLLEGE SCHOLARSHIPS. | $1,000 |
| CARE FOUNDATION | |||||||
| 4616 25TH AVENUE NE 477 | SEATTLE | WA | 98105 | N/A | PC | A GRANT MADE IN MEMORY OF HELEN B CARPENTER. | $3,000 |
| CASA OF JACKSON & JOSEPHINE COUNTIES | |||||||
| 409 NORTH FRONT STREET | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF PROVIDING DIVERSITY, EQUITY AND INCLUSION TRAINING FOR STAFF AND VOLUNTEERS. | $15,000 |
| CENTRAL MEDFORD HIGH SCHOOL | |||||||
| 815 SOUTH OAKDALE | MEDFORD | OR | 97501 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $3,000 |
| CLASSROOM LAW PROJECT | |||||||
| 620 SW MAIN ST STE 102 | PORTLAND | OR | 97205 | N/A | PC | IN SUPPPORT OF THE PROJECT CITIZEN AND 2019 SUMMER INSTITUTE FOR LOCAL STUDENTS AND TEACHERS. | $8,000 |
| COLLEGE DREAMS INC | |||||||
| PO BOX 1407 | GRANTS PASS | OR | 97528 | N/A | PC | TO PROVIDE IN-HOUSE COMPETITIVE COLLEGE SCHOLARSHIPS TO STUDENTS IN JACKSON AND JOSEPHINE COUNTIES. | $10,000 |
| CONSUMER CREDIT COUNSELING SERVICE OF SOUTHERN OREGON | |||||||
| 820 CRATER LAKE AVENUE 202 | MEDFORD | OR | 97504 | N/A | PC | IN SUPPORT OF EXPANDING FINANCIAL EDUCATION AND COUNSELING SERVICES. | $5,000 |
| CRATER HIGH SCHOOL | |||||||
| 300 ASH STREET | CENTRAL POINT | OR | 97502 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $16,500 |
| 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 |
| DISABILITIES RECREATION PROJECT | |||||||
| PO BOX 5141 | CENTRAL POINT | OR | 97502 | N/A | PC | GENERAL OPERATING SUPPORT. | $2,680 |
| EAGLE POINT HIGH SCHOOL | |||||||
| PO BOX 198 | EAGLE POINT | OR | 97524 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $13,500 |
| FRIENDS OF JOSEPHINE COUNTY FOOD BANK | |||||||
| PO BOX 250 | GRANTS PASS | OR | 97526 | N/A | PC | TOWARD THE PURCHASE OF A FORKLIFT. | $10,000 |
| GRANTS PASS HIGH SCHOOL | |||||||
| 830 NE 9TH STREET | GRANTS PASS | OR | 97526 | N/A | GOV | IN SUPPORT OF BUILDING AN OUTDOOR BASKETBALL COURT. | $2,500 |
| GRANTS PASS MUSEUM OF ART | |||||||
| PO BOX 966 | GRANTS PASS | OR | 97526 | N/A | PC | IN SUPPORT OF BRINGING LOCAL FIFTH GRADE STUDENTS TO THE MUSEUM FOR A FIELD TRIP. | $5,000 |
| GRANTS PASSJOSEPHINE COUNTY CHAMBER FOUNDATION | |||||||
| PO BOX 970 | GRANTS PASS | OR | 97526 | N/A | PC | IN SUPPORT OF AN EXCHANGE PROGRAM BETWEEN RURAL SOUTHERN OREGON YOUTH AND YOUTH FROM THE PORTLAND METRO AREA. | $3,500 |
| HANBY MIDDLE SCHOOL | |||||||
| 806 6TH AVE | GOLD HILL | OR | 97525 | N/A | GOV | TOWARD THE CONSTRUCTION OF A NATURAL PLAYGROUND AREA. | $1,500 |
| HEART & HOPE MUSIC | |||||||
| 321 S CLAY STREET 45 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF PROGRAM EXPANSION. | $5,000 |
| HIV ALLIANCE | |||||||
| 1195A CITY VIEW STREET | EUGENE | OR | 97402 | N/A | PC | IN SUPPORT OF PROVIDING HIV ACTIVITIES IN JOSEPHINE COUNTY. | $5,000 |
| HOPE EQUESTRIAN CENTER | |||||||
| PO BOX 396 | EAGLE POINT | OR | 97524 | N/A | PC | TO PROVIDE SCHOLARSHIPS FOR RIDERS TO PARTICIPATE IN A THERAPEUTIC RIDING PROGRAM. | $8,000 |
| ILLINOIS VALLEY COMMUNITY DEVELOPMENT | |||||||
| PO BOX 1824 | CAVE JUNCTION | OR | 97523 | N/A | PC | TOWARD A PROJECT TO PROVIDE SUPPORT SERVICES TO LOW-INCOME FAMILIES. | $8,000 |
| JACKSON COUNTY COMMUNITY SERVICES CONSORTIUM | |||||||
| PO BOX 1087 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF STAFFING COSTS FOR THE CONTINUUM OF CARE HOMELESS PROJECT. | $15,000 |
| JACKSON COUNTY LIBRARY SYSTEM | |||||||
| 205 S CENTRAL AVENUE | MEDFORD | OR | 97501 | N/A | GOV | A GRANT MADE IN MEMORY OF ASV CARPENTER TOWARD THE PURCHASE OF BOOKS. | $3,000 |
| JACKSON COUNTY SEXUAL ASSAULT RESPONSE TEAM | |||||||
| 2305 ASHLAND ST C-418 | ASHLAND | OR | 97520 | N/A | GOV | IN SUPPORT OF A SEXUAL ASSAULT PREVENTION PROGRAM IN LOCAL SCHOOLS. | $10,000 |
| JACKSONVILLE ELEMENTARY SCHOOL | |||||||
| 655 HUENERS LANE | JACKSONVILLE | OR | 97530 | N/A | PC | TOWARD THE INSTALLATION OF A NEW PLAY STRUCTURE FOR STUDENTS WITH SPECIAL NEEDS. | $2,000 |
| JOSEPHINE COUNTY | |||||||
| PO BOX 672 | GRANTS PASS | OR | 97526 | N/A | PC | TOWARD COSTS ASSOCIATED WITH RENOVATING THE KITCHEN AT THE FAIRGROUNDS. | $5,000 |
| JPR FOUNDATION | |||||||
| 1250 SISKIYOU BLVD | ASHLAND | OR | 97520 | N/A | PC | TOWARD COSTS ASSOCIATED WITH RENOVATIONS AT THE HOLLY THEATRE. | $5,000 |
| KIDS UNLIMITED | |||||||
| 821 N RIVERSIDE | MEDFORD | OR | 97501 | N/A | PC | TOWARD THE CREATION OF A PERMANENT DANCE STUDIO AT KIDS UNLIMITED. | $17,500 |
| KLAMATH BIRD OBSERVATORY | |||||||
| PO BOX 758 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF ECOLOGICAL RESTORATION ANALYSIS. | $4,000 |
| MAGDALENE HOME | |||||||
| 12 BLACK OAK DRIVE | MEDFORD | OR | 97504 | N/A | PC | TOWARD STAFF WAGES. | $3,000 |
| MASLOW PROJECT | |||||||
| 500 MONROE STREET | MEDFORD | OR | 97501 | N/A | PC | FOR COSTS RELATED TO PROVIDING CASE MANAGEMENT SERVICES TO HOMELESS YOUTH AND THEIR FAMILIES | $10,000 |
| MAX'S MISSION | |||||||
| PO BOX 1145 | JACKSONVILLE | OR | 97530 | N/A | PC | IN SUPPORT OF A PROGRAM TO PROVIDE NALOXONE TRAINING, EDUCATION AND DISTRIBUTION. | $3,000 |
| MEDFORD PARKS & RECREATION | |||||||
| PO BOX 124 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF REBUILDING THE PLAYGROUND AT BEAR CREEK PARK IN MEDFORD. | $5,000 |
| MIRACLE THEATRE GROUP | |||||||
| 425 SE 6TH AVENUE | PORTLAND | OR | 97214 | N/A | PC | IN SUPPORT OF A THEATRE RESIDENCY PROGRAM. | $3,000 |
| MT ASHLAND ASSOCIATION | |||||||
| PO BOX 220 | ASHLAND | OR | 97520 | N/A | PC | TOWARD PAINTING THE SKI LODGE AND OTHER CAPITAL IMPROVEMENTS. | $5,000 |
| NONPROFIT ASSOCIATION OF OREGON | |||||||
| 5100 SW MACADAM AVE STE 36 | PORTLAND | OR | 97239 | N/A | PC | IN SUPPORT OF A SERIES OF TRAININGS FOR LOCAL NONPROFIT STAFF AND VOLUNTEERS. | $8,000 |
| NORTH MEDFORD HIGH SCHOOL | |||||||
| 1900 N KEENE WAY DRIVE | MEDFORD | OR | 97504 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $19,500 |
| OPTIONS FOR SOUTHERN OREGON INC | |||||||
| 1215 SW G STREET | GRANTS PASS | OR | 97526 | N/A | PC | TOWARD THE CONSTRUCTION OF A NEW MENTAL HEALTH FACILITY. | $20,000 |
| OREGON ALLIANCE OF INDEPENDENT COLLEGES & UNIVERSITIES | |||||||
| 15573 BANGY ROAD SUITE 320 | LAKE OSWEGO | OR | 97035 | N/A | PC | TO PROVIDE SCHOLARSHIPS TO STUDENTS FROM JACKSON & JOSEPHINE COUNTIES. | $7,200 |
| OREGON COAST YOUTH SYMPHONY FESTIVAL ASSOCIATION | |||||||
| PO BOX 2405 | NEWPORT | OR | 97365 | N/A | PC | IN SUPPORT OF THE GRANTS PASS HIGH SCHOOL ORCHESTRA TO PARTICIPATE IN THE MUSICAL FESTIVAL. | $3,500 |
| OREGON NONPROFIT LEADERS CONFERENCE UNITED WAY | |||||||
| 1457 E MCANDREWS ROAD | MEDFORD | OR | 97504 | N/A | PC | SPONSORSHIP FOR SPRING 2019 CONFERENCE. | $1,500 |
| OREGON SHAKESPEARE FESTIVAL | |||||||
| PO BOX 158 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF FREE AND DISCOUNTED TICKETS TO STUDENTS, SENIORS AND LOW-INCOME INDIVIDUALS. | $25,000 |
| 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. | $10,000 |
| 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. | $5,000 |
| PHOENIX COUNSELING CENTER | |||||||
| PO BOX 1257 | PHOENIX | OR | 97535 | N/A | PC | IN SUPPORT OF COSTS ASSOCIATED WITH TECHNOLOGY UPGRADES. | $7,000 |
| PHOENIX HIGH SCHOOL | |||||||
| PO BOX 697 | PHOENIX | OR | 97535 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $9,000 |
| PHOENIX-TALENT SCHOOL DISTRICT | |||||||
| PO BOX 698 | PHOENIX | OR | 97535 | N/A | GOV | IN SUPPORT OF A RESIDENTIAL PROGRAM AT SOUTHERN OREGON UNIVERSITY FOR LATINO YOUTH. | $15,300 |
| PROSPECT HIGH SCHOOL | |||||||
| PO BOX 40 | PROSPECT | OR | 97536 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $1,000 |
| 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 |
| ROGUE COMMUNITY COLLEGE FOUNDATION | |||||||
| 3345 REDWOOD HWY | GRANTS PASS | OR | 97527 | N/A | PC | FOR JACKSON & JOSEPHINE COUNTY SCHOLARSHIPS. | $25,000 |
| ROGUE FARM CORPS | |||||||
| PO BOX 533 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF PROVIDING TRAININGS ON LAND ACCESS AND SUCCESSION PLANNING TO LOCAL FARMERS. | $5,000 |
| ROGUE GALLERY & ART CENTER | |||||||
| 40 S BARTLETT STREET | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF THE 2019 VISUAL ART EXHIBITION SERIES. | $7,500 |
| ROGUE RETREAT | |||||||
| 1410 W 8TH STREET | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF PROVIDING CASE MANAGEMENT SERVICES. | $10,000 |
| ROGUE RIVER HIGH SCHOOL | |||||||
| PO BOX 1045 | ROGUE RIVER | OR | 97537 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $3,500 |
| ROGUE VALLEY PEACE CHOIR | |||||||
| PO BOX 825 | ASHLAND | OR | 97520 | N/A | PC | SALARY SUPPORT FOR THE CHOIR DIRECTOR AND ACCOMPANYIST. | $3,000 |
| 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 |
| ROOTS & WINGS CHILD DEVELOPMENT | |||||||
| 3703 INTERNATIONAL WAY | MEDFORD | OR | 97504 | N/A | PC | TOWARD THE PURCHASE OF AN OUTDOOR SHELTER FOR THE PRESCHOOL CHILDREN. | $3,000 |
| SET FREE SERVICES | |||||||
| 1032 W MAIN STREET | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF GENERAL OPERATIONS. | $10,000 |
| SISKIYOU MOUNTAIN CLUB | |||||||
| PO BOX 3566 | ASHLAND | OR | 97502 | N/A | PC | TOWARD THE PRODUCTION OF UPDATED, MORE ACCURATE US GEOLOGIC SURVEY TOPOGRAPHIC MAPS TO SELL. | $5,000 |
| SISKIYOU VIOLINS | |||||||
| PO BOX 4546 | MEDFORD | OR | 97501 | N/A | PC | TO PROVIDE SCHOLARSHIPS FOR PLAYERS TO COVER TUITION AND PRIVATE LESSONS. | $3,000 |
| SMART (START MAKING A READER TODAY) | |||||||
| 101 SW MARKET STREET | PORTLAND | OR | 97201 | N/A | PC | TO PROVIDE THE SMART READING PROGRAM AT 5 ELEMENTARY SCHOOLS. | $6,000 |
| SOUTH MEDFORD HIGH SCHOOL | |||||||
| 1551 CUNNINGHAM LANE | MEDFORD | OR | 97501 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $20,500 |
| SOUTHERN OREGON ASPIRE | |||||||
| 1465-B NE 7TH STREET | GRANTS PASS | OR | 97526 | N/A | PC | TOWARD THE PURCHASE OF MOBILE TECHNOLOGY EQUIPMENT. | $8,000 |
| SOUTHERN OREGON FILM SOCIETY | |||||||
| PO BOX 218 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF K-12 ARTS EDUCATION PROGRAMS | $7,000 |
| SOUTHERN OREGON GUILD | |||||||
| PO BOX 1596 | CAVE JUNCTION | OR | 97523 | N/A | PC | IN SUPPORT OF GENERAL OPERATIONS. | $4,000 |
| SOUTHERN OREGON HISTORICAL SOCIETY | |||||||
| 106 N CENTRAL AVE | MEDFORD | OR | 97501 | N/A | PC | TOWARD RESTORATION OF STRUCTURES AT HANLEY FARM. | $6,000 |
| SOUTHERN OREGON REPERTORY SINGERS | |||||||
| PO BOX 1091 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF AUDIENCE DEVELOPMENT ACTIVITIES. | $7,500 |
| 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 | IN SUPPORT OF GENERAL OPERATIONS. | $6,000 |
| SPAY-NEUTER YOUR PET (SNYP) | |||||||
| PO BOX 477 | MEDFORD | OR | 97501 | N/A | PC | TO PURCHASE TWO SURGICAL TABLES AND LIGHTS FOR SPAY/NEUTER SERVICES. | $9,000 |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 132 SE H STREET | GRANTS PASS | OR | 97526 | N/A | PC | TOWARD BASIC NEEDS ASSISTANCE. | $10,000 |
| ST VINCENT DE PAUL SOCIETY - MEDFORD | |||||||
| PO BOX 1663 | MEDFORD | OR | 97501 | N/A | PC | TO ASSIST LOCAL FAMILIES IN JEOPARDY OF HAVING THEIR UTILITIES DISCONNECTED. | $15,000 |
| THE ALS ASSOCIATION | |||||||
| 700 NE MULTNOMAH STREET STE 210 | PORTLAND | OR | 97232 | N/A | PC | TO PROVIDE MEDICAL SUPPORT TO LOCAL FAMILIES LIVING WITH ALS. | $4,000 |
| THE DOME SCHOOL | |||||||
| PO BOX 812 | CAVE JUNCTION | OR | 97523 | N/A | PC | TOWARD REPAIRS TO AN EXISTING HOT WATER HEATER. | $7,000 |
| THE HEARTH | |||||||
| 400 MORTON STREET | ASHLAND | OR | 97520 | N/A | PC | TO PROVIDE SCHOLARSHIP ASSISTANCE FOR THE CERTIFICATE IN COMMUNITY STORYTELLING PROGRAM. | $4,000 |
| UNITED WAY OF JACKSON COUNTY | |||||||
| 60 HAWTHORNE STREET | MEDFORD | OR | 97504 | N/A | PC | GENERAL OPERATING SUPPORT. | $22,000 |
| 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 |
| WILDLIFE IMAGES | |||||||
| PO BOX 36 | MERLIN | OR | 97532 | N/A | PC | TOWARD CONSTRUCTION OF NEW PAVILION TO BE USED FOR EDUCATIONAL PROGRAMS. | $10,000 |
| WINTERSPRING CENTER | |||||||
| PO BOX 8169 | MEDFORD | OR | 97504 | N/A | PC | TO HIRE ADDITIONAL STAFF TO EXPAND GRIEF SERVICES. | $6,000 |
| WOODLAND CHARTER SCHOOLD | |||||||
| PO BOX 740 | MURPHY | OR | 97533 | N/A | PC | TOWARD THE INSTALLATION OF NEW PLAYGROUND EQUIPMENT | $3,000 |
| WOMEN'S CRISIS SUPPORT TEAM | |||||||
| 560-A NE F STREET 430 | GRANTS PASS | OR | 97526 | N/A | PC | IN SUPPORT OF A VIOLENCE PREVENTION PROGRAM IN LOCAL SCHOOLS. | $12,000 |
| YOUTH SYMPHONY OF SOUTHERN OREGON | |||||||
| PO BOX 4291 | MEDFORD | OR | 97501 | N/A | PC | TOWARD COSTS ASSOCIATED WITH THE 2019-20 CONCERT SEASON. | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $781,280 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| ASHLAND NEW PLAYS FESTIVAL | |||||||
| PO BOX 3314 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF THE 2019 FALL FESTIVAL . | $4,000 |
| ASHLAND SUPPORTIVE HOUSING | |||||||
| PO BOX 3536 | ASHLAND | OR | 97520 | N/A | PC | TOWARD THE ASHWOOD INN SCHOLARSHIP FUND. | $5,000 |
| BALLET FOLKLORICO RITMO ALEGRE | |||||||
| PO BOX 8225 | MEDFORD | OR | 97501 | N/A | PC | TO PROVIDE TRAINING FOR INSTRUCTORS AND PERFORMERS. | $5,000 |
| BARNSTORMERS THEATRE INC | |||||||
| 112 NE EVELYN AVENUE | GRANTS PASS | OR | 97526 | N/A | PC | TOWARD UPGRADES IN THE THEATRE BUILDING. | $5,000 |
| CARE FOUNDATION | |||||||
| 4616 25TH AVENUE NE 477 | SEATTLE | WA | 98105 | N/A | PC | A GRANT MADE IN MEMORY OF HELEN B CARPENTER. | $3,000 |
| 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 |
| COLLABORATIVE THEATRE PROJECT INC | |||||||
| 555 MEDFORD CENTER | MEDFORD | OR | 97504 | N/A | PC | IN SUPPORT OF PERFORMANCES, PLAYREADINGS AND WORKSHOPS. | $3,000 |
| 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 |
| 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 |
| HEART & HOPE MUSIC | |||||||
| 321 S CLAY STREET 45 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF PROGRAM EXPANSION. | $5,000 |
| JACKSON COUNTY LIBRARY SYSTEM | |||||||
| 205 S CENTRAL AVENUE | MEDFORD | OR | 97501 | N/A | PC | A GRANT MADE IN MEMORY OF ASV CARPENTER TOWARD THE PURCHASE OF BOOKS. | $3,000 |
| JACKSON COUNTY SEXUAL ASSAULT RESPONSE TEAM | |||||||
| 2305 ASHLAND ST C-418 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF A SEXUAL ASSAULT PREVENTION PROGRAM IN LOCAL SCHOOLS. | $12,000 |
| MAGDALENE HOME | |||||||
| 12 BLACK OAK DRIVE | MEDFORD | OR | 97504 | N/A | PC | TOWARD STAFF WAGES. | $2,000 |
| MIRACLE THEATRE GROUP | |||||||
| 425 SE 6TH AVENUE | PORTLAND | OR | 97214 | N/A | PC | IN SUPPORT OF A THEATRE RESIDENCY PROGRAM. | $3,000 |
| OREGON ALLIANCE OF INDEPENDENT COLLEGES & UNIVERSITIES | |||||||
| 15573 BANGY ROAD SUITE 320 | LAKE OSWEGO | OR | 97035 | N/A | PC | TO PROVIDE SCHOLARSHIPS TO STUDENTS FROM JACKSON & JOSEPHINE COUNTIES. | $7,150 |
| OREGON LIONS SIGHT & HEARING FOUNDATION | |||||||
| 1010 NW 22ND AVE N144 | PORTLAND | OR | 97210 | N/A | PC | TOWARD THE SCHOOL VISION SCREENING PROGRAM. | $5,000 |
| OREGON MUSEUM OF SCIENCE & INDUSTRY | |||||||
| 1945 SE WATER AVENUE | PORTLAND | OR | 97214 | N/A | PC | IN SUPPORT OF SCIENCE EDUCATION SCHOOL PROGRAMS. | $3,000 |
| 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 |
| 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 |
| ROGUE RETREAT | |||||||
| 1410 W 8TH STREET | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF PROVIDING CASE MANAGEMENT SERVICES. | $10,000 |
| ROGUE ROWING | |||||||
| 175 EMIGRANT LAKE ROAD | ASHLAND | OR | 97520 | N/A | PC | TOWARD COSTS TO DEVELOP AN ADAPTIVE ROWING PROGRAM. | $1,500 |
| ROGUE VALLEY FARM TO SCHOOL | |||||||
| PO BOX 898 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF A PROGRAM WITH LOCAL SCHOOLS INVOLVING GARDENING, TASTING TABLES, AND FARM FIELD TRIPS. | $6,000 |
| 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 |
| RUSK RANCH NATURE CENTER | |||||||
| PO BOX 872 | CAVE JUNCTION | OR | 97523 | N/A | PC | TOWARD RENOVATIONS OF THE FACILITY . | $2,000 |
| SCIENCE WORKS HANDS-ON MUSEUM | |||||||
| 1500 E MAIN STREET | ASHLAND | OR | 97520 | N/A | PC | TO PROVIDE FIELD TRIPS TO THE MUSEUM FOR TITLE 1 STUDENTS. | $15,000 |
| SET FREE SERVICES | |||||||
| 1032 W MAIN STREET | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF GENERAL OPERATIONS. | $12,000 |
| SMART (START MAKING A READER TODAY) | |||||||
| 101 SW MARKET STREET | PORTLAND | OR | 97201 | N/A | PC | TO PROVIDE THE SMART READING PROGRAM AT 5 ELEMENTARY SCHOOLS. | $6,000 |
| SPARTAN BOXING | |||||||
| 729 WELCH STREET | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF GENERAL OPERATIONS. | $8,000 |
| THE DOME SCHOOL | |||||||
| PO BOX 812 | CAVE JUNCTION | OR | 97523 | N/A | PC | TOWARD REPAIRS TO AN EXISTING HOT WATER HEATER. | $4,000 |
| 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 |
| YOUTH SYMPHONY OF SOUTHERN OREGON | |||||||
| PO BOX 4291 | MEDFORD | OR | 97501 | N/A | PC | TOWARD COSTS ASSOCIATED WITH THE 2019-20 CONCERT SEASON. | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $192,650 | 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 | $694,254 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $369,556 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| UBI FROM PARTNERSHIPS | 900099 | -$475 | ||
| NET NON-UBI FROM PARTNERSHIP INVESTMENTS | 14 | -$59,463 | ||
| MISCELLANEOUS DIVIDENDS | 14 | $78 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$475 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,004,432 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,003,957 | 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 | $12,395 | Amt |
| Net Investment Income | $6,198 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,197 | 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 | $2,385 | SL | 7.000000000000 | $502 | $0 |
| COPIER - KONICA | 2017-04-06 | $5,225 | $1,306 | SL | 5.000000000000 | $1,045 | $0 |
| CONFERENCE TABLE | 2018-12-18 | $2,130 | SL | 7.000000000000 | $152 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 96,293 SHARES WESTWOOD INCOME OPPORTUNITY FUND | $1,333,004 | $1,488,686 |
| 158,665 SHARES JOHN HANCOCK GLOBAL ABSOLUTE RETURN FUND | $1,595,898 | $1,683,431 |
| 181,049 SHARES PIMCO ALL ASSET ALL AUTHORITY | $1,728,358 | $1,828,789 |
| 176,595 SHARES PIMCO TOTAL RETURN FUND | $1,880,741 | $1,502,708 |
| 28,595 SHARES PRIMECAP ODYSSEY GROWTH FUND | $723,552 | $1,124,623 |
| 4,298 SHARES VANGUARD 500 INDEX FUND ADMIRAL SHARES | $515,115 | $1,166,344 |
| 52,675 SHARES DODGE & COX INTERNATIONAL STOCK FUND | $2,216,040 | $2,194,457 |
| 50,943 SHARES VANGUARD EMERGING MARKETS SELECT STOCK FUND | $870,688 | $1,118,712 |
| 5,955 SHARES DODGE & COX STOCK FUND | $794,063 | $1,114,242 |
| 62,515 SHARES CRM SMALL/MID CAP VALUE FUND | $822,257 | $731,423 |
| 77,852 SHARES VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADMIRAL | $2,001,037 | $2,204,779 |
| 8,327 SHARES VANGUARD EXTENDED MARKET INDEX | $400,752 | $749,243 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHGATE IV | AT COST | $268,243 | $232,189 |
| NORTHGATE PRIVATE EQUITIES | AT COST | $27,351 | $19,880 |
| NORTHGATE PRIVATE EQUITIES II | AT COST | $87,756 | $51,443 |
| NORTHGATE PRIVATE EQUITIES III | AT COST | $120,067 | $116,552 |
| NORTHGATE V | AT COST | $413,162 | $559,651 |
| NORTHGATE VENTURE II | AT COST | $211,398 | $209,892 |
| NORTHGATE VENTURE III | AT COST | $328,237 | $465,096 |
| NORTHGATE VENTURE VII | AT COST | $407,480 | $603,647 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OFFICE EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $19,607 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $14,530 | AccumulatedDepreciationAmt |
| Book Value | $5,077 | BookValueAmt |
| EOYFMV | $5,479 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $6,477 | LegalFeesAmt |
| Net Investment Income | $3,239 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,238 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT | Desc |
| BOY Book Value | $3,715 | 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 | $2,361 | $1,181 | $1,180 |
| OFFICE EXPENSES | $5,314 | $2,657 | $2,657 |
| INSURANCE | $4,588 | $918 | $3,670 |
| DUES AND SUBSCRIPTIONS | $1,792 | $896 | $896 |
| ANNUAL REPORT | $2,990 | $1,495 | $1,495 |
| MISCELLANEOUS | $3,903 | $1,951 | $1,951 |
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 | -$475 | -$475 | |
| NET NON-UBI FROM PARTNERSHIP INVESTMENTS | -$59,463 | -$59,463 | -$59,463 |
| MISCELLANEOUS DIVIDENDS | $78 | $78 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED EXPENSES | $3,946 | $4,193 |
| DEFERRED EXCISE TAXES | $23,200 | $24,200 |
| EXCISE TAX PAYABLE | $868 | $194 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $19,379 | Amt |
| Net Investment Income | $19,379 | 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 | $2,130 | $0 | $1,977 |
| DEFERRED TAX EXPENSE | $1,000 | $0 | $0 |
| PROVISION FOR EXCISE TAXES | $8,501 | $0 | $0 |
| FOREGIN TAXES | $15,476 | $15,476 | $0 |
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