CARPENTER FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CARPENTER FOUNDATION (EIN 93-0491360)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-12-19
- IRS object ID
- 201623549349100407
- Schema version
- 2015v2.1
- 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
- Expenditure Responsibility Stmt
- 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 | 2016-12-19T17:41:16-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 2015-07-01 | 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 | 2016-11-17 | 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 | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,325,685 | 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 | $360 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $360 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $535,258 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $535,258 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,144,093 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,594,900 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,144,093 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $251,957 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $238,309 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,931,668 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,918,020 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $54,251 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $31,189 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $23,062 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $94,220 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $20,199 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $74,021 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $26,856 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $10,027 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $14,101 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,988 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,988 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,679 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,679 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,317 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $484 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,200 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $902 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $902 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $14,790 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $14,790 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,993 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,894 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $245,983 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $96,362 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $146,262 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $811,563 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $811,563 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,057,546 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $96,362 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $957,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $874,122 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,821,658 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $103,183 | CashBOYAmt |
| Cash EOY | $64,940 | CashEOYAmt |
| Cash EOYFMV | $64,940 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,620 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,616 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,616 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $13,099,453 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,792,273 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,886,660 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,559,998 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,693,994 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,301,448 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $19,437 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $17,304 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,035 | LandBOYAmt |
| Land EOY | $2,133 | LandEOYAmt |
| Land EOYFMV | $2,133 | LandEOYFMVAmt |
| Other Assets BOY | $933 | OtherAssetsBOYAmt |
| Other Assets EOY | $18,888 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $18,888 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,785,222 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,623,844 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,325,685 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $211,400 | GrantsPayableBOYAmt |
| Grants Payable EOY | $163,325 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $39,395 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,895 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $250,795 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $167,220 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $16,534,427 | UnrestrictedBOYAmt |
| Unrestricted EOY | $17,456,624 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,534,427 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,456,624 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,785,222 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,623,844 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,534,427 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $874,122 | ExcessRevenueOverExpensesAmt |
| Other Increases | $48,075 | OtherIncreasesAmt |
| Subtotal | $17,456,624 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,456,624 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALES OF SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $5,594,900 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,450,807 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,144,093 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,144,093 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,144,093 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $670,359 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $19,128,912 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.035044 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $862,927 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,758,685 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046001 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $872,874 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,355,533 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050294 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $855,872 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,836,509 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050834 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $775,582 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,193,422 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045109 | DistributionYr5Rt |
| Total Distribution | 0.227282 | TotalDistributionRt |
| Average Distribution | 0.045456 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,924,777 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $814,789 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,217 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $833,006 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $957,825 | 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 | $18,217 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,217 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,217 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,840 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $30,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $27 | EsPenaltyAmt |
| Overpayment | $12,596 | OverpaymentAmt |
| Applied To ES Tax | $12,596 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CARPENTER-FOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THE CARPENTER FOUNDATION | IndividualWithBooksNm |
| Phone | 5417725851 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 824 E MAIN STREET SUITE 102 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | $38,107 | $1,143 | $0 |
| KAREN C ALLAN | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | TRUSTEE/VP & SEC | 3.00 | $13,612 | $0 | $0 |
| WILLIAM MOFFAT | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | TRUSTEE/TREASURER/INVESTME | 5.00 | $0 | $0 | $0 |
| SUE NAUMES | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | FAMILY TRUSTEE | 3.00 | $0 | $0 | $0 |
| DAN THORNDIKE | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | FAMILY TRUSTEE | 3.00 | $0 | $0 | $0 |
| SARA HOPKINS POWELL | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | PUBLIC TRUSTEE | 3.00 | $0 | $0 | $0 |
| MARK SCHIVELEY | ||||||||
| 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 |
| LINDA HUGLE | ||||||||
| 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 | $63,817 | CompensationAmt |
| Employee Benefits | $1,914 | 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 | $17,656,714 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $538,896 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,133 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,197,743 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,197,743 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $272,966 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,924,777 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $896,239 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $896,239 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,217 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $487 | IncomeTaxAmt |
| Total Tax | $18,704 | TotalTaxAmt |
| Distributable Before Adj | $877,535 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $877,535 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $877,535 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $957,825 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $957,825 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $18,217 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $939,608 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $877,535 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $396,671 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $957,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $396,671 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $561,154 | 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 | $316,381 | 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 (115 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN HEART ASSOCIATION | ||||||
| 4380 SW MACADAM AVE | PORTLAND | OR | 97239 | PC | IN SUPPORT OF TEACHING CPR TO MIDDLE SCHOOL STUDENTS AND UP TO COMMUNITY MEMBERS | $3,000 |
| ASHLAND HIGH SCHOOL | ||||||
| 201 S MOUNTAIN AVENUE | ASHLAND | OR | 97520 | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $14,400 |
| BALLET FOLKLORICO RITMO ALEGRE | ||||||
| PO BOX 795 | TALENT | OR | 97540 | PC | DANCE PROGRAM AT KIDS UNLIMITED | $3,000 |
| BARNSTORMERS THEATRE | ||||||
| 112 NE EVELYN AVENUE | GRANTS PASS | OR | 97526 | PC | PURCHASE OF LED TRACK LIGHTING AND A NEW INTERCOM SYSTEM. | $4,000 |
| BEAR CREEK WATERSHED EDUCATION PARTNERS | ||||||
| PO BOX 751 | ASHLAND | OR | 97520 | PC | IN SUPPORT OF A WATERSHED SYMPOSIUM FOR LOCAL STUDENTS. | $1,500 |
| BOYS & GIRLS CLUBS OF THE ROGUE VALLEY | ||||||
| 203 SE 9TH STREET | GRANTS PASS | OR | 97526 | PC | IN SUPPORT OF AN ONGOING AFTER SCHOOL PROGRAM. | $10,000 |
| BRAVA OPERA THEATER | ||||||
| 2924 SISKIYOU BLVD SUITE 204 | ASHLAND | OR | 97520 | PC | IN SUPPORT OF VARIOUS OPERA COMPETITIONS AND PERFORMANCES. | $5,000 |
| BRITT FESTIVALS | ||||||
| PO BOX 1124 | MEDFORD | OR | 97501 | PC | IN SUPPORT OF THE 2016 BRITT CLASSICAL FESTIVAL. | $22,000 |
| BUTTE FALLS COMMUNITY SCHOOL PARTNERSHIP | ||||||
| PO BOX 358 | BUTTE FALLS | OR | 97522 | PC | IN SUPPORT OF AN OUTDOOR-BASED PRESCHOOL PROGRAM FOR 3-5 YEAR OLDS. | $5,000 |
| BUTTE FALLS HIGH SCHOOL | ||||||
| 625 FIR | BUTTE FALLS | OR | 97522 | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $1,100 |
| CARE FOUNDATION | ||||||
| 4616 25TH AVE NE 477 | SEATTLE | WA | 30303 | PC | A GRANT MADE IN MEMORY OF HELEN BUNDY CARPENTER. | $3,000 |
| CARE FOUNDATION | ||||||
| 4616 25TH AVENUE NE 477 | SEATTLE | WA | 98105 | PC | A GRANT MADE IN MEMORY OF HELEN B CARPENTER. | $3,000 |
| CENTER FOR NONPROFIT LEGAL SERVICES | ||||||
| PO BOX 1586 | MEDFORD | OR | 97501 | PC | IN SUPPORT OF CITIZENSHIP CLASSES TO PREPARE FOR THE NATURALIZATION EXAM. | $7,500 |
| CHILDREN'S ADVOCACY CENTER OF JACKSON COUNTY | ||||||
| 816 W 10TH ST | MEDFORD | OR | 97501 | PC | TO RE-DESIGN THE INTAKE BROCHURE FOR CLIENTS RECEIVING SERVICES. | $5,000 |
| CLASSROOM LAW PROJECT | ||||||
| 620 SW MAIN STREET SUITE 102 | PORTLAND | OR | 97205 | PC | IN SUPPORT OF PROFESSIONAL DEVELOPMENT PROGRAMS FOR LOCAL TEACHERS. | $4,000 |
| COMMUNITY WORKS | ||||||
| 201 W MAIN STREET SUITE 3D | MEDFORD | OR | 97501 | PC | DEVELOPMENT SUPPORT. | $7,500 |
| COMPASS HOUSE | ||||||
| 332 W 6TH STREET | MEDFORD | OR | 97501 | PC | TOWARD THE PURCHASE OF A CAR TO PROVIDE TRANSPORTATION FOR MEMBERS OF THE COMPASS HOUSE. | $10,000 |
| CONSUMER CREDIT COUNSELING SERV OF SO OREGON | ||||||
| 820 CRATER LAKE AVENUE 202 | MEDFORD | OR | 97504 | PC | IN SUPPORT OF A PROGRAM TO PROVIDE FINANCIAL LITERACY EDUCATION. | $5,000 |
| COYOTE TRAILS SCHOOL OF NATURE | ||||||
| 2931 S PACIFIC HWY | MEDFORD | OR | 97501 | PC | IN SUPPORT OF AN OUTDOOR EDUCATION PROGRAM. | $4,000 |
| CRATER HIGH SCHOOL | ||||||
| 300 ASH STREET | CENTRAL POINT | OR | 97502 | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $16,500 |
| CRATERIAN PERFORMANCES COMPANY | ||||||
| 23 S CENTRAL AVE | MEDFORD | OR | 97501 | PC | PURCHASE AND INSTALLATION OF FRONT FILL SPEAKERS FOR THE AUDITORIUM | $10,000 |
| CROSSING BRIDGES THERAPEUTIC RIDING CENTER | ||||||
| PO BOX 2276 | GRANTS PASS | OR | 97528 | PC | TOWARD THE CONSTRUCTION OF AN INDOOR RIDING ARENA. | $5,000 |
| DANCING PEOPLE COMPANY | ||||||
| 310 OAK ST SUITE 5 | ASHLAND | OR | 97520 | PC | IN SUPPORT OF AN ONGOING DANCE RESIDENCY PROGRAM AND A NEW MANAGING DIRECTOR POSITION. | $7,500 |
| EAGLE POINT HIGH SCHOOL | ||||||
| PO BOX 198 | EAGLE POINT | OR | 97524 | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $12,000 |
| EAGLE POINT PARKS FOUNDATION | ||||||
| PO BOX 1205 | EAGLE POINT | OR | 97524 | PC | TOWARD THE CONSTRUCTION OF A RESTROOM FACILITY AT LUCAS PARK. | $5,000 |
| ENVIRONMENTAL EDUCATION ASSOC OF SOUTHERN OREGON | ||||||
| PO BOX 66014 | PORTLAND | OR | 97290 | PC | SUPPORT OF AN EVIRONMENTAL WORKSHOP FOR TEACHERS. | $5,000 |
| Eugene Debbs Potts Foundation | ||||||
| PO Box 324 | MERLIN | OR | 97532 | POF | Toward the purchase and installation of informational signs. | $1,000 |
| FAMILY NURTURING CENTER | ||||||
| 212 N OAKDALE | MEDFORD | OR | 97501 | PC | TOWARD INSTALLING IRRIGATION AND AN ESTABLISHMENT OF ON ORCHARD. | $5,000 |
| FAMILY SOLUTIONS | ||||||
| 1836 FREMONT ST | ASHLAND | OR | 97520 | PC | FOR RENOVATIONS AT THE GIRLS GROUP HOME. | $4,900 |
| GRANTS PASS MUSEUM OF ART | ||||||
| PO BOX 966 | GRANTS PASS | OR | 97526 | PC | HEAT PUMP PURCHASE. | $7,000 |
| GRANTS PASS SCHOOL DISTRICT #7 | ||||||
| 725 NE DEAN DRIVE | GRANTS PASS | OR | 97527 | GOV | MUSICAL INSTRUMENTS PURCHASE. | $5,000 |
| HEART & HOPE MUSIC | ||||||
| 321 S CLAY ST 98 | ASHLAND | OR | 97520 | PC | GENERAL OPERATING SUPPORT FOR A MUSIC THERAPY PROGRAM IN ADULT FOSTER HOMES. | $5,000 |
| HEARTS WITH A MISSION | ||||||
| 521 EDWARDS ST | MEDFORD | OR | 97501 | PC | IN SUPPORT OF A NEW PROGRAM PROVIDING SAFE HOST HOMES FOR HOMELESS YOUTH. | $5,000 |
| HIDDEN VALLEY HIGH SCHOOL | ||||||
| 651 MURPHY CREEK ROAD | GRANTS PASS | OR | 97527 | GOV | TOWARD THE UPGRADE OF THE GIRLS SOFTBALL FIELD. | $5,000 |
| HOPE EQUESTRIAN CENTER | ||||||
| PO BOX 396 | EAGLE POINT | OR | 97524 | PC | TO PROVIDE SCHOLARSHIPS FOR PARTICIPATION IN A THERAPEUTIC RIDING PROGRAM. | $6,000 |
| ILLINOIS VALLEY SAFE HOUSE ALLIANCE | ||||||
| PO BOX 2490 | CAVE JUNCTION | OR | 97523 | PC | TO PROVIDE A DEEPER UNDERSTANDING OF THE DYNAMICS OF DOMESTIC VIOLENCE. | $5,000 |
| JACKSON COUNTY COUNCIL AGAINST DOMESTICSEXUAL VIOLENCE | ||||||
| PO BOX 4024 | MEDFORD | OR | 97501 | PC | TOWARD THE CREATION OF A WEBSITE. | $3,000 |
| JACKSON COUNTY LIBRARY SYSTEM | ||||||
| 205 S CENTRAL AVENUE | MEDFORD | OR | 97501 | GOV | A GRANT MADE IN MEMORY OF ASV CARPENTER TOWARD THE PURCHASE OF BOOKS. | $3,000 |
| JACKSON COUNTY LIBRARY SYSTEM | ||||||
| 205 S CENTRAL AVE | MEDFORD | OR | 97501 | GOV | A GRANT TO PURCHASE BOOKS IN MEMORY OF ALFRED SV CARPENTER. | $3,000 |
| JOSEPHINE COUNTY | ||||||
| PO BOX 672 | GRANTS PASS | OR | 97526 | GOV | TOWARD THE PURCHASE OF PAINT FOR THE ROOF OF THE FLORAL BUILDING AT THE FAIRGROUNDS. | $3,000 |
| JPR FOUNDATION INC | ||||||
| 1250 SISKIYOU BLVD | ASHLAND | OR | 97520 | PC | IN SUPPORT OF RESTORATION AT THE HOLLY THEATRE. | $5,000 |
| JUNIOR LEAGUE OF JACKSON COUNTY | ||||||
| PO BOX 1504 | MEDFORD | OR | 97501 | PC | IN SUPPORT OF A PROGRAM TO PROVIDE BACKPACKS FILLED WITH FOOD TO LOW INCOME CHILDREN. | $3,000 |
| KLAMATH-SISKIYOU WILDLANDS CENTER | ||||||
| PO BOX 102 | ASHLAND | OR | 97520 | PC | CONSTRUCTION OF A WOOD FENCE ALONG A FOREST SERVICE ROAD TO PREVENT OFF-ROAD VEHICLE ENTRY. | $2,500 |
| LA CLINICA DEL VALLE | ||||||
| 3617 S PACIFIC HWY | MEDFORD | OR | 97501 | PC | TO ASSIST WITH THE PURCHASE AND REMODELING OF A MEDICAL FACILITY. | $25,000 |
| LOMAKATSI RESTORATION PROJECT | ||||||
| PO BOX 3084 | ASHLAND | OR | 97520 | PC | RESTORATION ECOLOGY EDUCATION PROGRAM. | $6,000 |
| LOTUS RISING PROJECT | ||||||
| 249 WIMER STREET 34 | ASHLAND | OR | 97520 | PC | IN SUPPORT OF LGBT CLUBS IN LOCAL SCHOOLS. | $3,000 |
| MAGDALENE HOME | ||||||
| 12 BLACK OAK DRIVE | MEDFORD | OR | 97504 | PC | IN SUPPORT OF A PROGRAM SERVING TEENAGE MOTHERS. | $3,000 |
| MASLOW PROJECT | ||||||
| 500 MONROE STREET | MEDFORD | OR | 97501 | PC | TOWARD PROVIDING COMPREHENSIVE CASE MANAGEMENT SERVICES TO HOMELESS YOUTH AND THEIR FAMILIES. | $10,000 |
| MEDFORD SCHOOL DISTRICT | ||||||
| 815 S OAKDALE AVENUE | MEDFORD | OR | 97501 | Gov | TUITION SUPPORT FOR HIGH SCHOOL STUDENTS TO ATTEND A RESIDENTIAL ARTS PROGRAM. | $5,000 |
| MEDICAL TEAMS INTERNATIONAL | ||||||
| PO BOX 10 | PORTLAND | OR | 97207 | PC | IN SUPPORT OF A PROGRAM PROVIDING FREE DENTAL CLINICS TO LOW-INCOME RESIDENTS. | $5,000 |
| MIRACLE THEATRE GROUP | ||||||
| 425 SE 6TH AVE | PORTLAND | OR | 97214 | PC | IN SUPPORT OF A BILINGUAL THEATRE ARTS RESIDENCY AT A LOCAL HIGH SCHOOL. | $2,000 |
| MODERN ROOTS FOUNDATION | ||||||
| 910 GLENDALE AVENUE | ASHLAND | OR | 97520 | PC | PROVIDE SCHOLARSHIPS FOR YOUTH TO PARTICIPATE IN MUSIC PROGRAMS AND LESSONS. | $3,000 |
| MULTICULTURAL ASSOCIATION OF SOUTHERN OREGON | ||||||
| PO BOX 67 | MEDFORD | OR | 97501 | PC | IN SUPPORT OF STAFFING TO PRODUCE A NEW LOCAL NEWS RADIO SHOW ON KSKQ. | $3,000 |
| NONPROFIT ASSOCIATION OF OREGON | ||||||
| 5100 SW MACADAM AVENUE SUITE 36 | PORTLAND | OR | 97239 | PC | IN SUPPORT OF TRAINING FOR LOCAL NONPROFIT STAFF AND BOARD MEMBERS. | $8,000 |
| NORTH MEDFORD HIGH SCHOOL | ||||||
| 1900 N KEENE WAY DRIVE | MEDFORD | OR | 97504 | GOV | THEATRE WORKSHOPS AT NORTH AND SOUTH MEDFORD HIGH SCHOOLS. | $2,200 |
| NORTH MEDFORD HIGH SCHOOL | ||||||
| 1900 N KEENE WAY DRIVE | MEDFORD | OR | 97504 | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $21,500 |
| OPTIONS FOR SOUTHERN OREGON | ||||||
| 1215 SW G STREET | GRANTS PASS | OR | 97526 | PC | PROPERTY RENOVATION TO PROVIDE MENTAL HEALTH SERVICES. | $10,000 |
| OREGON CONSERVATORY OF PERFORMING ARTS | ||||||
| PO BOX 1357 | MEDFORD | OR | 97501 | PC | TOWARD STRENGTHENING THE BOARD OF DIRECTORS. | $2,000 |
| OREGON LIONS SIGHT & HEARING FOUNDATION | ||||||
| 1010 NW 22ND AVENUE N144 | PORTLAND | OR | 97210 | PC | IN SUPPORT OF A PROGRAM PROVIDING VISION SCREENING SERVICES TO ELEMENTARY SCHOOL CHILDREN. | $5,000 |
| OREGON MUSEUM OF SCIENCE & INDUSTRY | ||||||
| 1945 SE WATER AVENUE | PORTLAND | OR | 97214 | PC | TOWARD THE COST OF BRINGING SCIENCE EDUCATION PROGRAMS TO JACKSON AND JOSEPHINE COUNTIES. | $2,500 |
| OREGON NONPROFIT LEADERS CONFERENCE | ||||||
| C/O UNITED WAY-769 SPRING STREET | MEDFORD | OR | 97504 | PC | SPONSORSHIP FOR SPRING 2016 CONFERENCE. | $1,500 |
| OREGON SHAKESPEARE FESTIVAL | ||||||
| PO BOX 158 | ASHLAND | OR | 97520 | PC | TO PROVIDE SPECIAL MATINEES AND REDUCED-PRICE PERFORMANCES FOR LOW INCOME RESIDENTS. | $25,000 |
| OREGON STEWARDSHIP | ||||||
| 4015 S STAGE ROAD | MEDFORD | OR | 97501 | PC | TOWARD AN ASSISTANT PROGRAM MANAGER STAFF POSITION. | $5,250 |
| PACIFICA A GARDEN IN THE SISKIYOUS | ||||||
| PO BOX 1 | WILLIAMS | OR | 97544 | PC | TOWARD THE REPLACEMENT OF FLOORING IN THE FACILITY. | $5,000 |
| PATRICK ELEMENTARY SCHOOL | ||||||
| 1500 2ND AVENUE | GOLD HILL | OR | 97525 | GOV | IN SUPPORT OF PROVIDING A WEEKLY ART PROGRAM TO STUDENTS. | $5,000 |
| PEACE HOUSE | ||||||
| PO BOX 524 | ASHLAND | OR | 97520 | PC | TO SUPPORT UNCLE FOOD'S DINER, A MEAL PROGRAM FOR HOMELESS AND NEEDY RESIDENTS IN ASHLAND. | $3,000 |
| PHOENIX HIGH SCHOOL | ||||||
| PO BOX 697 | PHOENIX | OR | 97535 | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $9,100 |
| PHOENIX-TALENT SCHOOL DISTRICT | ||||||
| PO BOX 698 | PHOENIX | OR | 97535 | GOV | IN SUPPORT OF A RESIDENTIAL PROGRAM AT SOUTHERN OREGON UNIVERSITY FOR LATINO STUDENTS. | $15,000 |
| PLANNED PARENTHOOD OF SW OREGON | ||||||
| 125 S CENTRAL AVENUE 201 | MEDFORD | OR | 97501 | PC | YOUTH LEADERSHIP AND EDUCATION PROGRAM. | $8,000 |
| PROSPECT HIGH SCHOOL | ||||||
| PO BOX 40 | PROSPECT | OR | 97536 | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $1,100 |
| REACHING OUR COMMUNITY | ||||||
| 564 SW FOUNDRY ST | GRANTS PASS | OR | 97526 | PC | IN SUPPORT OF STAFF POSITIONS AT THE ROC FOOD BANK. | $10,000 |
| ROGUE BASIN PARTNERSHIP | ||||||
| PO BOX 1214 | MEDFORD | OR | 97501 | PC | IN SUPPORT OF THE COORDINATOR STAFF POSITION. | $4,000 |
| ROGUE COMMUNITY COLLEGE FOUNDATION | ||||||
| 3345 REDWOOD HWY | GRANTS PASS | OR | 97527 | PC | FOR JACKSON & JOSEPHINE COUNTY SCHOLARSHIPS. | $25,000 |
| ROGUE COMMUNITY COLLEGE FOUNDATION | ||||||
| 3345 REDWOOD HWY | GRANTS PASS | OR | 97527 | PC | FOR JACKSON & JOSEPHINE COUNTY SCHOLARSHIPS. | $25,000 |
| ROGUE GALLERY & ART CENTER | ||||||
| 40 S BARTLETT ST | MEDFORD | OR | 97501 | PC | IN SUPPORT OF THE 2016 VISUAL ART EXHIBITION SERIES. | $7,500 |
| ROGUE RIVER HIGH SCHOOL | ||||||
| PO BOX 1045 | ROGUE RIVER | OR | 97537 | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $4,500 |
| ROGUE RIVER SCHOOL DISTRICT | ||||||
| PO BOX 1045 | ROGUE RIVER | OR | 97537 | GOV | MUSICAL INSTRUMENTS PURCHASE. | $5,000 |
| ROGUE RIVER SCHOOL DISTRICT | ||||||
| PO BOX 1045 | ROGUE RIVER | OR | 97537 | Gov | TOWARD THE REPLACEMENT OF THE STADIUM BLEACHERS AT THE HIGH SCHOOL. | $4,000 |
| ROGUE VALLEY CHORALE ASSOCIATION | ||||||
| 319 7TH STREET | ROGUE RIVER | OR | 97537 | PC | FOR COSTS ASSOCIATED WITH THE PERFORMANCE OF THE MIZA AZTECA CONCERT. | $3,000 |
| ROGUE VALLEY FARM TO SCHOOL | ||||||
| PO BOX 898 | ASHLAND | OR | 97520 | PC | GENERAL OPERATING SUPPORT. | $6,000 |
| ROGUE VALLEY SYMPHONY | ||||||
| 1250 SISKIYOU BLVD | ASHLAND | OR | 97520 | PC | IN SUPPORT OF THE CHAMBER PLAYERS AND CLASSICAL COACHES IN THE CLASSROOM PROGRAMS IN LOCAL SCHOOLS. | $12,000 |
| ROOTS & WINGS CHILD DEVELOPMENT | ||||||
| 3703 INTERNATIONAL WAY | MEDFORD | OR | 97504 | PC | TO PROVIDE TUITION ASSISTANCE FOR LOW-INCOME CHILDREN TO PARTICIPATE IN THE PRE-SCHOOL PROGRAM. | $4,000 |
| RUSK RANCH NATURE CENTER | ||||||
| PO BOX 872 | CAVE JUNCTION | OR | 97523 | PC | TOWARD DEVELOPMENT OF PROFESSIONAL ARCHITECTURAL AND LANDSCAPE DESIGNS FOR A NEW NATURE CENTER. | $5,000 |
| SALVATION ARMY-GRANTS PASS | ||||||
| PO BOX 1065 | GRANTS PASS | OR | 97528 | PC | TOWARD THE PURCHASE OF FOOD TO BE DISTRIBUTED TO PERSONS IN NEED. | $7,500 |
| SAM'S VALLEY ELEMENTARY SCHOOL | ||||||
| 14235 TABLE ROCK ROAD | CENTRAL POINT | OR | 97502 | GOV | TOWARD THE PURCHASE OF AN LED READER BOARD. | $4,500 |
| SANCTUARY ONE AT DOUBLE OAK FARM | ||||||
| 13195 UPPER APPLEGATE RD | JACKSONVILLE | OR | 97530 | PC | FOR COSTS RELATED TO MAKING THE EDUCATIONAL GARDEN ACCESSIBLE TO THOSE WITH MOBILITY ISSUES. | $3,000 |
| SCIENCE WORKS HANDS-ON MUSEUM | ||||||
| 1500 E MAIN STREET | ASHLAND | OR | 97520 | PC | IN SUPPORT OF BRINGING LOCAL SCHOOL CHILDREN TO THE MUSEUM FOR SCIENCE PROGRAMS. | $15,000 |
| SISKIYOU VIOLINS | ||||||
| PO BOX 4546 | MEDFORD | OR | 97501 | PC | GENERAL OPERATING SUPPORT. | $3,000 |
| SMART (START MAKING A READER TODAY) | ||||||
| 101 SW MARKET STREET | PORTLAND | OR | 97201 | PC | TO SUPPORT THE SMART READING PROGRAM IN CENTRAL POINT ELEMENTARY SCHOOLS. | $5,000 |
| SOUTH MEDFORD HIGH SCHOOL | ||||||
| 815 S OAKDALE AVENUE | MEDFORD | OR | 97501 | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $19,800 |
| SOUTHERN OREGON CHILD & FAMILY COUNCIL | ||||||
| PO BOX 3697 | CENTRAL POINT | OR | 97502 | PC | IN SUPPORT OF A FAMILY LITERACY PROGRAM FOR LATINO FAMILIES. | $17,000 |
| SOUTHERN OREGON EDUCATION SERVICE DISTRICT | ||||||
| 101 N GRAPE STREET | MEDFORD | OR | 97501 | GOV | IN SUPPORT OF THE INDIAN EDUCATION PROGRAM. | $4,000 |
| SOUTHERN OREGON FILM SOCIETY | ||||||
| PO BOX 218 | ASHLAND | OR | 97520 | PC | TOWARD A VARIETY OF ART PROGRAMS TARGETING UNDERSERVED AND RURAL COMMUNITIES. | $4,000 |
| SOUTHERN OREGON FRIENDS OF HOSPICE | ||||||
| PO BOX 1182 | ASHLAND | OR | 97520 | PC | PURCHASE/RENOVATION OF A HOME FOR HOSPICE CARE SERVICES. | $20,000 |
| SOUTHERN OREGON HISTORICAL SOCIETY | ||||||
| 106 N CENTRAL | MEDFORD | OR | 97501 | PC | IN SUPPORT OF THE DEVELOPMENBT DIRECTOR STAFF POSITION AND RELATED EXPENSES. | $5,000 |
| SOUTHERN OREGON LAND CONSERVANCY (AWARDED 2014-15) | ||||||
| 84 4TH ST | ASHLAND | OR | 97520 | PC | INCREASE ORGANIZATIONAL CAPACITY | $3,000 |
| SOUTHERN OREGON MUSIC FESTIVAL | ||||||
| PO BOX 1830 | JACKSONVILLE | OR | 97530 | PC | TO PROVIDE MUSICAL INSTRUMENTS AND INSTRUCTION TO LOCAL STUDENTS. | $5,000 |
| SOUTHERN OREGON REPERTORY SINGERS | ||||||
| PO BOX 1091 | ASHLAND | OR | 97520 | PC | GENERAL OPERATING SUPPORT. | $5,000 |
| SOUTHERN OREGON UNIVERSITY | ||||||
| 1250 SISKIYOU BLVD | ASHLAND | OR | 97520 | GOV | IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. | $25,000 |
| SOUTHERN OREGON UNIVERSITY | ||||||
| 1250 SISKIYOU BLVD | ASHLAND | OR | 97520 | Gov | IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. | $25,000 |
| SPARTAN BOXING | ||||||
| 729 WELCH STREET | MEDFORD | OR | 97501 | PC | GENERAL OPERATING SUPPORT. | $3,500 |
| SPECIAL OLYMPICS OREGON | ||||||
| 5901 SW MACADAM AVENUE SUITE 20 | PORTLAND | OR | 97239 | PC | IN SUPPORT OF FITNESS AND NUTRITION PROGRAMS FOR PERSONS WITH DISABILITIES. | $3,000 |
| ST CLAIR PRODUCTIONS | ||||||
| PO BOX 835 | ASHLAND | OR | 97520 | PC | TO SUPPORT THE ECLECTIC MUSIC SERIES. | $2,000 |
| ST MARK'S EPISCOPAL CHURCH | ||||||
| 426 W 6TH STREET | MEDFORD | OR | 97501 | PC | IN SUPPORT OF THE FOOD PANTRY PROGRAM. | $5,000 |
| ST VINCENT DE PAUL SOCIETY | ||||||
| PO BOX 1663 | MEDFORD | OR | 97501 | PC | TO ASSIST LOCAL FAMILIES IN JEOPARDY OF HAVING THEIR UTILITIES DISCONNECTED. | $15,000 |
| THE NEIGHBORHOOD FOOD PROJECT | ||||||
| 219 ALMOND STREET | ASHLAND | OR | 97520 | PC | IN SUPPORT OF PROGRAM EXPANSION. | $5,800 |
| THE VALLEY SCHOOL OF SOUTHERN OREGON | ||||||
| PO BOX 1225 | MEDFORD | OR | 97501 | PC | TOWARD THE PURCHASE OF COMPUTERS FOR STUDENT USE. | $2,000 |
| UNITED WAY OF JACKSON COUNTY | ||||||
| 1457 E MCANDREWS ROAD | MEDFORD | OR | 97504 | PC | GENERAL OPERATING SUPPORT. | $20,000 |
| UPPER ROGUE COMMUNITY CENTER | ||||||
| PO BOX 216 | SHADY COVE | OR | 97539 | PC | TOWARD COSTS ASSOCIATED WITH PROVIDING MONTHLY FAMILY EVENTS AT THE COMMUNITY CENTER. | $2,000 |
| WHEEL TO WALK FOUNDATION | ||||||
| PO BOX 20146 | PORTLAND | OR | 97294 | PC | TO PROVIDE DURABLE MEDICAL EQUIPMENT AND SERVICES TO CHILDREN WITH DISABILITIES. | $3,000 |
| WHITE OAK FARM & EDUCATION CENTER | ||||||
| PO BOX 450 | WILLIAMS | OR | 97544 | PC | TO PROVIDE SCHOLARSHIPS TO CHILDREN TO BE ABLE TO ATTEND SUMMER CAMPS AND PRESCHOOL. | $3,000 |
| WOMEN'S CRISIS SUPPORT TEAM | ||||||
| 560-A NE F STREET 430 | GRANTS PASS | OR | 97526 | PC | TO SUPPORT A VIOLENCE PREVENTION EDUCATION PROGRAM IN LOCAL HIGH SCHOOLS. | $10,000 |
| YOGA BLUE | ||||||
| 3130 E OJAI AVENUE | CAMARILLO | CA | 93012 | PC | IN SUPPORT OF MIND BODY OUTREACH PROGRAMS. | $2,000 |
| YOUTH SYMPHONY OF SOUTHERN OREGON | ||||||
| PO BOX 4291 | MEDFORD | OR | 97501 | PC | IN SUPPORT OF GENERAL OPERATIONS. | $8,000 |
| ZZ PRIOR YEAR GRANT PROCEEDS RETURNED TO IN THE CURRENT YEAR | ||||||
| N/A | NA | OR | 97504 | N/A | PRIOR YEAR GRANT PROCEEDS RETURNED TO CARPENTER FOUNDATION IN THE CURRENT YEAR. | -$3,087 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $811,563 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AGE FRIENDLY INNOVATORS | ||||||
| PO BOX 688 | JACKSONVILLE | OR | 97530 | PC | TO PURCHASE LIABILITY INSURANCE, A COMPUTER TABLET, AND HOME SAFETY DEVICES FOR SENIORS. | $4,000 |
| ASSIST | ||||||
| 4412 SW BARBUR BLVD | PORTLAND | OR | 97239 | PC | TRAINING FOR SOCIAL WORKERS. | $3,125 |
| BALLET FOLKLORICO RITMO ALEGRE | ||||||
| PO BOX 795 | TALENT | OR | 97540 | PC | FOR PROGRAMS TO ENGAGE LATINO FAMILIES IN THE ART AND CULTURE OF BALLET FOLKLORICO. | $3,000 |
| COLLABORATIVE THEATRE PROJECT INC | ||||||
| 486 BEACH ST | ASHLAND | OR | 97520 | PC | TOWARD THE PURCHASE OF LIGHTING AND SOUND EQUIPMENT. | $3,000 |
| FIRST CHRISTIAN CHURCH OF MEDFORD | ||||||
| 1900 CRATER LAKE AVENUE | MEDFORD | OR | 97504 | PC | SMALL STEPS PRESCHOOL SUPPORT. | $3,700 |
| GRANTS PASSJOSEPHINE COUNTY CHAMBER FOUNDATION | ||||||
| PO BOX 970 | GRANTS PASS | OR | 97526 | PC | TOWARD THE COMPLETION OF A MURAL AT ASANTE THREE RIVERS MEDICAL CENTER. | $2,000 |
| HABITAT FOR HUMANITYROGUE VALLEY | ||||||
| PO BOX 688 | MEDFORD | OR | 97501 | PC | TOWARD THE PURCHASE OF 6 LOTS TO BUILD HABITAT FOR HUMANITY HOMES. | $6,000 |
| HEALTHY DEMOCRACY FUND | ||||||
| 3583 NE BROADWAY STREET | PORTLAND | OR | 97232 | PC | IN SUPPORT OF THE CITIZEN'S INITIATIVE REVIEW 2016. | $4,000 |
| HEART & HOPE MUSIC | ||||||
| 321 S CLAY STREET 98 | ASHLAND | OR | 97520 | PC | GENERAL OPERATING SUPPORT FOR AN ELDER CARE MUSIC THERAPY PROGRAM. | $5,000 |
| HEARTS WITH A MISSION | ||||||
| 521 EDWARDS STREET | MEDFORD | OR | 97501 | PC | IN SUPPORT OF HIRING A CASE MANAGER STAFF PERSON. | $5,000 |
| ILLINOIS VALLEY WATERSHED COUNCIL | ||||||
| PO BOX 352 | CAVE JUNCTION | OR | 97523 | PC | TOWARD PRODUCING AN EDUCATIONAL VIDEO. | $1,500 |
| JACKSON COUNTY SEXUAL ASSAULT RESPONSE TEAM | ||||||
| 43 MORNINGLIGHT DRIVE | ASHLAND | OR | 97520 | PC | GENERAL OPERATING SUPPORT. | $8,500 |
| JACKSONVILLE COMMUNITY CENTER | ||||||
| PO BOX 1435 | JACKSONVILLE | OR | 97530 | PC | TOWARD FACILITY EXPANSION. | $5,000 |
| KIDS UNLIMITED | ||||||
| 821 N RIVERSIDE AVENUE | MEDFORD | OR | 97501 | PC | TOWARD THE PURCHASE OF A PORTABLE STAGING UNIT. | $20,000 |
| MADRONE TRAIL PUBLIC CHARTER SCHOOL | ||||||
| 3070 ROSS LANE | CENTRAL POINT | OR | 97502 | PC | TOWARD IMPROVEMENTS TO A PORTABLE CLASSROOM. | $5,000 |
| MAGDALENE HOME | ||||||
| 12 BLACK OAK DRIVE | MEDFORD | OR | 97504 | PC | IN SUPPORT OF THE RESIDENT EMERGENCY FUND AND PRODUCTION OF A NEW VIDEO. | $2,000 |
| MEDICAL TEAMS INTERNATIONAL | ||||||
| PO BOX 10 | PORTLAND | OR | 97207 | PC | TOWARD STERILIZER EQUIPMENT UPGRADES AND DENTAL CARE TO LOW INCOME RESIDENTS. | $5,000 |
| MIRACLE THEATRE GROUP | ||||||
| 425 SE 6TH AVENUE | PORTLAND | OR | 97214 | PC | IN SUPPORT OF A THEATRE RESIDENCY PROGRAM. | $2,000 |
| MULTICULTURAL ASSOCIATION OF SOUTHERN OREGON | ||||||
| PO BOX 67 | MEDFORD | OR | 97501 | PC | NEWS AND INFORMATION PROGRAM SUPPORT. | $3,000 |
| ONTRACK INC | ||||||
| 221 W MAIN STREET | MEDFORD | OR | 97501 | PC | TOWARD THE PURCHASE OF A PLAY AREA AT THE EMERGENCY HOUSING FACILITY. | $15,000 |
| PHOENIX COUNSELING CENTER | ||||||
| PO BOX 1257 | PHOENIX | OR | 97535 | PC | TOWARD COSTS TO ADD ADDITIONAL SPACE TO EXPAND SERVICES. | $5,000 |
| REACHING OUR COMMUNITY | ||||||
| 564 SW FOUNDRY STREET | GRANTS PASS | OR | 97526 | PC | IN SUPPORT OF SALARIES FOR STAFF MEMBERS. | $10,000 |
| ROGUE RETREAT | ||||||
| 1410 W 8TH STREET | MEDFORD | OR | 97501 | PC | TO PROVIDE SUPPORT SERVICES FOR CLIENTS. | $10,000 |
| ROGUE VALLEY COUNCIL OF GOVERNMENTS | ||||||
| PO BOX 3275 | CENTRAL POINT | OR | 97502 | PC | IN SUPPORT OF A COMMERCIAL KITCHEN UPGRADE. | $8,000 |
| ROGUE VALLEY SYMPHONY | ||||||
| 1875 HWY 99 NORTH SUITE 7 | ASHLAND | OR | 97520 | PC | TOWARD SCHOOL MUSIC EDUCATION PROGRAMS. | $12,000 |
| UNITED COMMUNITY ACTION NETWORK | ||||||
| 280 KENNETH FORD DRIVE | ROSEBURG | OR | 97470 | PC | IN SUPPORT OF THE SECOND CHANCE RENTER'S PROGRAM. | $4,500 |
| YOUTH SYMPHONY | ||||||
| PO BOX 4291 | MEDFORD | OR | 97501 | PC | GENERAL OPERATING SUPPORT. | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $163,325 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $360 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $535,258 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,144,093 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| UBI FROM PARTNERSHIPS | 900099 | $5,217 | ||
| NET NON-UBI FROM PARTNERSHIP INVESTMENTS | 14 | $238,309 | ||
| DEFERRED TAX BENEFIT | 01 | $8,431 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,217 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,926,451 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,931,668 | 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 | $15,975 | Amt |
| Net Investment Income | $7,988 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,988 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (13 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 |
| Chairs | 1997-11-19 | $121 | $121 | SL | 5.000000000000 | $0 | $0 |
| Cabinets | 1997-11-19 | $292 | $292 | SL | 5.000000000000 | $0 | $0 |
| Chair | 1997-11-19 | $199 | $199 | SL | 5.000000000000 | $0 | $0 |
| Chairs | 1997-11-19 | $1,408 | $1,408 | SL | 5.000000000000 | $0 | $0 |
| Paymaster | 1997-11-19 | $150 | $150 | 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 |
| 2 Copies of OfficePro 2000 | 2001-04-01 | $560 | $560 | SL | 5.000000000000 | $0 | $0 |
| Monitor | 2001-04-01 | $150 | $150 | SL | 10.000000000000 | $0 | $0 |
| Grantwriting Software | 2001-04-01 | $5,830 | $5,830 | SL | 5.000000000000 | $0 | $0 |
| Panasonic Copier | 2009-03-10 | $4,195 | $3,796 | SL | 7.000000000000 | $399 | $0 |
| Conference Table | 2013-09-30 | $3,514 | $878 | SL | 7.000000000000 | $503 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EUGENE DEBBS POTTS FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 324 | AddressLine1Txt |
| City | MERLIN | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97532 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2016-06-30 | GrantDt |
| Grant | $1,000 | GrantAmt |
| Purpose Of Grant | Toward the purchase and installation of informational signs. | PurposeOfGrantTxt |
| Expended By Grantee | $1,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSION. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | FINAL FINANCIAL AND NARRATIVE REPORTS WERE RECEIVED IN FEBRU | DatesOfReportsByGranteeTxt |
| Results Of Verification | THE CARPENTER FOUNDATION REVIEWED THE GRANT REPORT, BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORT AS THERE HAS NOT BEEN ANY REASON TO DOUBT ITS ACCURACY AND RELIABILITY (REG. 53-4945-5(C)). | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100,636.259 SHARES CAPITAL INTERNATIONAL ENGINEERING | $0 | $0 |
| 166847.997 SHARES PIMCO-ALL ASSET FUND | $1,626,715 | $1,396,518 |
| 164466.125 SHARES PIMCO IRMAF | $0 | $0 |
| 150887.009 SHARES PIMCO TOTAL FUND | $1,631,055 | $1,555,645 |
| 37967.468 SHARES PRIMECAP-ODYSSEY GROWTH FUND | $899,100 | $979,940 |
| 5329.998 SHARES VANGUARD 500 PORTFOLIO | $600,197 | $1,032,207 |
| 52964.661 SHARES CRM SMALL/MID CAP VALUE FUND | $740,982 | $690,130 |
| 54205.563 SHARES DODGE & COX: DODGE & COX INTERNATIONAL STOCK | $2,302,005 | $1,880,391 |
| 6419.534 SHARES DODGE & COX: DODGE & COX STOCK FUND | $762,339 | $1,021,990 |
| 139521.754 SHARES JOHN HANCOCK GLOBAL ABSOLUTE RETURN FUND | $1,400,000 | $1,388,241 |
| 80014.645 SHARES VANGUARD-TOTAL INT STOCK | $2,044,697 | $1,911,550 |
| 94660.272 SHARES WESTWOD-INCOME OPPORTUNITY FUND | $1,291,846 | $1,393,400 |
| 10559.719 SHARES VANGUARD-EXT MRK | $493,337 | $683,953 |
| 59880.240 SHARE VANGUARD EMERGING MARKETS SELECT | $1,000,000 | $952,695 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 8051.112 SHARES RREFF | AT COST | $471,843 | $52,393 |
| GROSVENOR INSTITUTIONAL PARTNER | AT COST | $0 | $0 |
| NORTHGATE IV | AT COST | $336,720 | $417,298 |
| NORTHGATE PRIVATE EQUITIES | AT COST | $119,753 | $81,537 |
| NORTHGATE PRIVATE EQUITIES II | AT COST | $193,795 | $149,441 |
| NORTHGATE PRIVATE EQUITIES III | AT COST | $359,418 | $238,243 |
| NORTHGATE V | AT COST | $356,960 | $475,660 |
| NORTHGATE VENTURE II | AT COST | $311,333 | $311,167 |
| NORTHGATE-VENTURE III | AT COST | $397,534 | $441,309 |
| NORTHGATE-VENTURE VII | AT COST | $137,403 | $133,726 |
| PACIFIC DIVERSIFIED STRATEGIES | AT COST | $0 | $0 |
| SOVEREIGN I NEW MILLENNIUM FUND-#314 | AT COST | $0 | $0 |
| SOVEREIGN II NEW MILLENIUM FUND - #414 | AT COST | $9,235 | $674 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (13 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Telephone System | $2,655 | $2,655 | $0 |
| Chairs | $121 | $121 | $0 |
| Cabinets | $292 | $292 | $0 |
| Chair | $199 | $199 | $0 |
| Chairs | $1,408 | $1,408 | $0 |
| Paymaster | $150 | $150 | $0 |
| 2 File Cabinets | $300 | $300 | $0 |
| Postage Scale | $63 | $63 | $0 |
| 2 Copies of OfficePro 2000 | $560 | $560 | $0 |
| Monitor | $150 | $150 | $0 |
| Grantwriting Software | $5,830 | $5,830 | $0 |
| Panasonic Copier | $4,195 | $4,195 | $0 |
| Conference Table | $3,514 | $1,381 | $2,133 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSIT | $933 | $3,591 | $3,591 |
| EXCISE TAX RECEIVABLE | $0 | $12,297 | $12,297 |
| DEFERRED TAX ASSET | $0 | $3,000 | $3,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE | $2,240 | $1,120 | $1,120 |
| OFFICE EXPENSES | $5,142 | $2,571 | $2,571 |
| EQUIPMENT REPAIR & MAINT. | $1,217 | $609 | $609 |
| INSURANCE | $4,627 | $925 | $3,702 |
| DUES AND SUBSCRIPTIONS | $1,588 | $794 | $794 |
| ANNUAL REPORT | $1,403 | $702 | $701 |
| BOARD EXPENSES | $1,776 | $173 | $1,603 |
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 | $5,217 | $5,217 | |
| NET NON-UBI FROM PARTNERSHIP INVESTMENTS | $238,309 | $238,309 | $238,309 |
| DEFERRED TAX BENEFIT | $8,431 | $8,431 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUAL TO CASH CONVERSION | Desc |
| Amt | $48,075 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAXES | $23,700 | $0 |
| EXCISE TAX PAYABLE | $12,011 | $0 |
| ACCRUED EXPENSES | $3,684 | $3,895 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $18,679 | Amt |
| Net Investment Income | $18,679 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OREGON CT-12 | $1,200 | $0 | $1,200 |
| OREGON EXCISE TAX | $484 | $484 | $0 |
| PROVISION FOR FEDERAL UBI TAX | $633 | $0 | $0 |
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