2016-12-19T17:41:16-06:00 2016-06-30 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990PF 2015-07-01 930491360 THE CARPENTER FOUNDATION CARP 5417725851 824 EAST MAIN ST No 102 MEDFORD OR 97504 EMILY MOSTUE PRESIDENT 5417725851 2016-11-17 1 Sang Ahn P00540880 5032270581 2015 2017-02-10 21:41:12Z X 17325685 X X 360 360 535258 535258 1144093 5594900 1144093 251957 238309 1931668 1918020 54251 31189 23062 94220 20199 74021 26856 10027 14101 15975 7988 7988 18679 18679 0 2317 484 1200 902 902 14790 0 14790 17993 6894 11100 245983 96362 146262 811563 811563 1057546 96362 957825 874122 1821658 103183 64940 64940 18620 51616 51616 13099453 14792273 14886660 3559998 2693994 2301448 19437 17304 3035 2133 2133 933 18888 18888 16785222 17623844 17325685 211400 163325 39395 3895 250795 167220 X 16534427 17456624 16534427 17456624 16785222 17623844 16534427 874122 48075 17456624 0 17456624 SALES OF SECURITIES P 5594900 4450807 1144093 1144093 1144093 0 670359 19128912 0.035044 862927 18758685 0.046001 872874 17355533 0.050294 855872 16836509 0.050834 775582 17193422 0.045109 0.227282 0.045456 17924777 814789 18217 833006 957825 X 18217 0 18217 0 18217 30840 30840 27 12596 12596 0 0 0 0 0 0 0 0 0 1 1 0 1 1 OR 1 0 0 0 0 1 WWW.CARPENTER-FOUNDATION.ORG THE CARPENTER FOUNDATION 5417725851 824 E MAIN STREET SUITE 102 MEDFORD OR 97504 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 EMILY MOSTUE 824 E MAIN STREET SUITE 102 MEDFORD OR 97504 TRUSTEE/PRESIDENT 12.00 38107 1143 0 KAREN C ALLAN 824 E MAIN STREET SUITE 102 MEDFORD OR 97504 TRUSTEE/VP & SEC 3.00 13612 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 PAULA WILLIAMS 824 E MAIN STREET SUITE 102 MEDFORD OR 97504 PROGRAM OFFICER 40.00 63817 1914 0 0 NONE 0 0 17656714 538896 2133 18197743 0 0 18197743 272966 17924777 896239 896239 18217 487 18704 877535 0 877535 0 877535 957825 0 957825 18217 939608 877535 396671 0 0 957825 396671 0 0 561154 0 0 0 0 0 0 0 0 316381 0 0 0 THE CARPENTER FOUNDATION 824 EAST MAIN ST NO 102 MEDFORD OR 97504 5417725732 APPLICATIONS SHOULD INCLUDE: 1) COVER LETTER SUMMARIZING PROJECT SCOPE, AMOUNT OF REQUEST, & CONTACT INFORMATION. 2) PROPOSAL (4 PAGES OR LESS): a) DESCRIPTION OF PROPOSAL/PROJECT, COMMUNITY NEEDS OR STRENGTHS IT ADDRESSES b) APPLICANT ORGANIZATION'S PURPOSE, SERVICES TO COMMUNITY, STAFFING & USE OF VOLUNTEERS, c) PROJECT BUDGET, SPECIFICALLY HOW GRANT FUNDS WILL BE USED, & OTHER POSSIBLE FUNDING SOURCES, d) DESCRIPTION OF FUTURE PROJECT FUNDING (IF APPLICABLE), e) PROJECT PLANNING PROCESS, STAFFING, & TIMELINE, f) RESULT EXPECTED & PROPOSED EVALUATION METHOD, g) ANY RECENT INDEPENDENT BOARD FUNDRAISING EFFORTS. 3) REQUIRED ATTACHMENTS (DO NOT STAPLE OR CLIP): a) DETAILED BUDGET FOR CURRENT YEAR & YEAR FOR WHICH THE PROJECT IS PROPOSED (IF DIFFERENT), b) INCOME STATEMENT & BALANCE SHEET FROM MOST RECENTLY COMPLETED FISCAL YEAR (OR AUDIT, IF AVAILABLE), c) LIST OF BOARD OF DIRECTORS, OCCUPATIONS, & ADDRESSES, d) BOARD APPROVAL OF APPLICATION, e) COPY OF IRS 501(C)(3) EXEMPTION LETTER. GRANT APPLICATION DEADLINES ARE SET QUARTERLY. PLEASE CALL (541)772-5732 FOR DEADLINE DATES. GRANT APPLICATIONS WILL BE ACCEPTED ONLY FROM 501(C)(3) ORGANIZATIONS. NO GRANTS TO INDIVIDUALS WILL BE MADE. ONLY ONE GRANT PER YEAR TO ANY AGENCY IS USUALLY CONSIDERED. THE FOUNDATION MAKES GRANTS ONLY WITHIN JACKSON AND JOSEPHINE COUNTIES WITH THE EXCEPTION OF A FEW STATEWIDE PUBLIC INTEREST ISSUES DIRECTLY AFFECTING PERSONS LIVING IN THESE COUNTIES. THE FOUNDATION RARELY MAKES MULTI-YEAR GRANTS, GRANTS FOR HISTORICAL APPLICATIONS, HOSPITAL CONSTRUCTION OR EQUIPMENT, GROUP OR INDIVIDUAL TRIPS, OR ACTIVITIES FOR RELIGIOUS PURPOSES. 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 3000 ASHLAND HIGH SCHOOL 201 S MOUNTAIN AVENUE ASHLAND OR 97520 GOV STUDENT COLLEGE SCHOLARSHIPS. 14400 BALLET FOLKLORICO RITMO ALEGRE PO BOX 795 TALENT OR 97540 PC DANCE PROGRAM AT KIDS UNLIMITED 3000 BARNSTORMERS THEATRE 112 NE EVELYN AVENUE GRANTS PASS OR 97526 PC PURCHASE OF LED TRACK LIGHTING AND A NEW INTERCOM SYSTEM. 4000 BEAR CREEK WATERSHED EDUCATION PARTNERS PO BOX 751 ASHLAND OR 97520 PC IN SUPPORT OF A WATERSHED SYMPOSIUM FOR LOCAL STUDENTS. 1500 BOYS & GIRLS CLUBS OF THE ROGUE VALLEY 203 SE 9TH STREET GRANTS PASS OR 97526 PC IN SUPPORT OF AN ONGOING AFTER SCHOOL PROGRAM. 10000 BRAVA OPERA THEATER 2924 SISKIYOU BLVD SUITE 204 ASHLAND OR 97520 PC IN SUPPORT OF VARIOUS OPERA COMPETITIONS AND PERFORMANCES. 5000 BRITT FESTIVALS PO BOX 1124 MEDFORD OR 97501 PC IN SUPPORT OF THE 2016 BRITT CLASSICAL FESTIVAL. 22000 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. 5000 BUTTE FALLS HIGH SCHOOL 625 FIR BUTTE FALLS OR 97522 GOV STUDENT COLLEGE SCHOLARSHIPS. 1100 CARE FOUNDATION 4616 25TH AVE NE 477 SEATTLE WA 30303 PC A GRANT MADE IN MEMORY OF HELEN BUNDY CARPENTER. 3000 CARE FOUNDATION 4616 25TH AVENUE NE 477 SEATTLE WA 98105 PC A GRANT MADE IN MEMORY OF HELEN B CARPENTER. 3000 CENTER FOR NONPROFIT LEGAL SERVICES PO BOX 1586 MEDFORD OR 97501 PC IN SUPPORT OF CITIZENSHIP CLASSES TO PREPARE FOR THE NATURALIZATION EXAM. 7500 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. 5000 CLASSROOM LAW PROJECT 620 SW MAIN STREET SUITE 102 PORTLAND OR 97205 PC IN SUPPORT OF PROFESSIONAL DEVELOPMENT PROGRAMS FOR LOCAL TEACHERS. 4000 COMMUNITY WORKS 201 W MAIN STREET SUITE 3D MEDFORD OR 97501 PC DEVELOPMENT SUPPORT. 7500 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. 10000 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. 5000 COYOTE TRAILS SCHOOL OF NATURE 2931 S PACIFIC HWY MEDFORD OR 97501 PC IN SUPPORT OF AN OUTDOOR EDUCATION PROGRAM. 4000 CRATER HIGH SCHOOL 300 ASH STREET CENTRAL POINT OR 97502 GOV STUDENT COLLEGE SCHOLARSHIPS. 16500 CRATERIAN PERFORMANCES COMPANY 23 S CENTRAL AVE MEDFORD OR 97501 PC PURCHASE AND INSTALLATION OF FRONT FILL SPEAKERS FOR THE AUDITORIUM 10000 CROSSING BRIDGES THERAPEUTIC RIDING CENTER PO BOX 2276 GRANTS PASS OR 97528 PC TOWARD THE CONSTRUCTION OF AN INDOOR RIDING ARENA. 5000 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. 7500 EAGLE POINT HIGH SCHOOL PO BOX 198 EAGLE POINT OR 97524 GOV STUDENT COLLEGE SCHOLARSHIPS. 12000 EAGLE POINT PARKS FOUNDATION PO BOX 1205 EAGLE POINT OR 97524 PC TOWARD THE CONSTRUCTION OF A RESTROOM FACILITY AT LUCAS PARK. 5000 ENVIRONMENTAL EDUCATION ASSOC OF SOUTHERN OREGON PO BOX 66014 PORTLAND OR 97290 PC SUPPORT OF AN EVIRONMENTAL WORKSHOP FOR TEACHERS. 5000 Eugene Debbs Potts Foundation PO Box 324 MERLIN OR 97532 POF Toward the purchase and installation of informational signs. 1000 FAMILY NURTURING CENTER 212 N OAKDALE MEDFORD OR 97501 PC TOWARD INSTALLING IRRIGATION AND AN ESTABLISHMENT OF ON ORCHARD. 5000 FAMILY SOLUTIONS 1836 FREMONT ST ASHLAND OR 97520 PC FOR RENOVATIONS AT THE GIRLS GROUP HOME. 4900 GRANTS PASS MUSEUM OF ART PO BOX 966 GRANTS PASS OR 97526 PC HEAT PUMP PURCHASE. 7000 GRANTS PASS SCHOOL DISTRICT #7 725 NE DEAN DRIVE GRANTS PASS OR 97527 GOV MUSICAL INSTRUMENTS PURCHASE. 5000 HEART & HOPE MUSIC 321 S CLAY ST 98 ASHLAND OR 97520 PC GENERAL OPERATING SUPPORT FOR A MUSIC THERAPY PROGRAM IN ADULT FOSTER HOMES. 5000 HEARTS WITH A MISSION 521 EDWARDS ST MEDFORD OR 97501 PC IN SUPPORT OF A NEW PROGRAM PROVIDING SAFE HOST HOMES FOR HOMELESS YOUTH. 5000 HIDDEN VALLEY HIGH SCHOOL 651 MURPHY CREEK ROAD GRANTS PASS OR 97527 GOV TOWARD THE UPGRADE OF THE GIRLS SOFTBALL FIELD. 5000 HOPE EQUESTRIAN CENTER PO BOX 396 EAGLE POINT OR 97524 PC TO PROVIDE SCHOLARSHIPS FOR PARTICIPATION IN A THERAPEUTIC RIDING PROGRAM. 6000 ILLINOIS VALLEY SAFE HOUSE ALLIANCE PO BOX 2490 CAVE JUNCTION OR 97523 PC TO PROVIDE A DEEPER UNDERSTANDING OF THE DYNAMICS OF DOMESTIC VIOLENCE. 5000 JACKSON COUNTY COUNCIL AGAINST DOMESTICSEXUAL VIOLENCE PO BOX 4024 MEDFORD OR 97501 PC TOWARD THE CREATION OF A WEBSITE. 3000 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. 3000 JACKSON COUNTY LIBRARY SYSTEM 205 S CENTRAL AVE MEDFORD OR 97501 GOV A GRANT TO PURCHASE BOOKS IN MEMORY OF ALFRED SV CARPENTER. 3000 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. 3000 JPR FOUNDATION INC 1250 SISKIYOU BLVD ASHLAND OR 97520 PC IN SUPPORT OF RESTORATION AT THE HOLLY THEATRE. 5000 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. 3000 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. 2500 LA CLINICA DEL VALLE 3617 S PACIFIC HWY MEDFORD OR 97501 PC TO ASSIST WITH THE PURCHASE AND REMODELING OF A MEDICAL FACILITY. 25000 LOMAKATSI RESTORATION PROJECT PO BOX 3084 ASHLAND OR 97520 PC RESTORATION ECOLOGY EDUCATION PROGRAM. 6000 LOTUS RISING PROJECT 249 WIMER STREET 34 ASHLAND OR 97520 PC IN SUPPORT OF LGBT CLUBS IN LOCAL SCHOOLS. 3000 MAGDALENE HOME 12 BLACK OAK DRIVE MEDFORD OR 97504 PC IN SUPPORT OF A PROGRAM SERVING TEENAGE MOTHERS. 3000 MASLOW PROJECT 500 MONROE STREET MEDFORD OR 97501 PC TOWARD PROVIDING COMPREHENSIVE CASE MANAGEMENT SERVICES TO HOMELESS YOUTH AND THEIR FAMILIES. 10000 MEDFORD SCHOOL DISTRICT 815 S OAKDALE AVENUE MEDFORD OR 97501 Gov TUITION SUPPORT FOR HIGH SCHOOL STUDENTS TO ATTEND A RESIDENTIAL ARTS PROGRAM. 5000 MEDICAL TEAMS INTERNATIONAL PO BOX 10 PORTLAND OR 97207 PC IN SUPPORT OF A PROGRAM PROVIDING FREE DENTAL CLINICS TO LOW-INCOME RESIDENTS. 5000 MIRACLE THEATRE GROUP 425 SE 6TH AVE PORTLAND OR 97214 PC IN SUPPORT OF A BILINGUAL THEATRE ARTS RESIDENCY AT A LOCAL HIGH SCHOOL. 2000 MODERN ROOTS FOUNDATION 910 GLENDALE AVENUE ASHLAND OR 97520 PC PROVIDE SCHOLARSHIPS FOR YOUTH TO PARTICIPATE IN MUSIC PROGRAMS AND LESSONS. 3000 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. 3000 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. 8000 NORTH MEDFORD HIGH SCHOOL 1900 N KEENE WAY DRIVE MEDFORD OR 97504 GOV THEATRE WORKSHOPS AT NORTH AND SOUTH MEDFORD HIGH SCHOOLS. 2200 NORTH MEDFORD HIGH SCHOOL 1900 N KEENE WAY DRIVE MEDFORD OR 97504 GOV STUDENT COLLEGE SCHOLARSHIPS. 21500 OPTIONS FOR SOUTHERN OREGON 1215 SW G STREET GRANTS PASS OR 97526 PC PROPERTY RENOVATION TO PROVIDE MENTAL HEALTH SERVICES. 10000 OREGON CONSERVATORY OF PERFORMING ARTS PO BOX 1357 MEDFORD OR 97501 PC TOWARD STRENGTHENING THE BOARD OF DIRECTORS. 2000 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. 5000 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. 2500 OREGON NONPROFIT LEADERS CONFERENCE C/O UNITED WAY-769 SPRING STREET MEDFORD OR 97504 PC SPONSORSHIP FOR SPRING 2016 CONFERENCE. 1500 OREGON SHAKESPEARE FESTIVAL PO BOX 158 ASHLAND OR 97520 PC TO PROVIDE SPECIAL MATINEES AND REDUCED-PRICE PERFORMANCES FOR LOW INCOME RESIDENTS. 25000 OREGON STEWARDSHIP 4015 S STAGE ROAD MEDFORD OR 97501 PC TOWARD AN ASSISTANT PROGRAM MANAGER STAFF POSITION. 5250 PACIFICA A GARDEN IN THE SISKIYOUS PO BOX 1 WILLIAMS OR 97544 PC TOWARD THE REPLACEMENT OF FLOORING IN THE FACILITY. 5000 PATRICK ELEMENTARY SCHOOL 1500 2ND AVENUE GOLD HILL OR 97525 GOV IN SUPPORT OF PROVIDING A WEEKLY ART PROGRAM TO STUDENTS. 5000 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. 3000 PHOENIX HIGH SCHOOL PO BOX 697 PHOENIX OR 97535 GOV STUDENT COLLEGE SCHOLARSHIPS. 9100 PHOENIX-TALENT SCHOOL DISTRICT PO BOX 698 PHOENIX OR 97535 GOV IN SUPPORT OF A RESIDENTIAL PROGRAM AT SOUTHERN OREGON UNIVERSITY FOR LATINO STUDENTS. 15000 PLANNED PARENTHOOD OF SW OREGON 125 S CENTRAL AVENUE 201 MEDFORD OR 97501 PC YOUTH LEADERSHIP AND EDUCATION PROGRAM. 8000 PROSPECT HIGH SCHOOL PO BOX 40 PROSPECT OR 97536 GOV STUDENT COLLEGE SCHOLARSHIPS. 1100 REACHING OUR COMMUNITY 564 SW FOUNDRY ST GRANTS PASS OR 97526 PC IN SUPPORT OF STAFF POSITIONS AT THE ROC FOOD BANK. 10000 ROGUE BASIN PARTNERSHIP PO BOX 1214 MEDFORD OR 97501 PC IN SUPPORT OF THE COORDINATOR STAFF POSITION. 4000 ROGUE COMMUNITY COLLEGE FOUNDATION 3345 REDWOOD HWY GRANTS PASS OR 97527 PC FOR JACKSON & JOSEPHINE COUNTY SCHOLARSHIPS. 25000 ROGUE COMMUNITY COLLEGE FOUNDATION 3345 REDWOOD HWY GRANTS PASS OR 97527 PC FOR JACKSON & JOSEPHINE COUNTY SCHOLARSHIPS. 25000 ROGUE GALLERY & ART CENTER 40 S BARTLETT ST MEDFORD OR 97501 PC IN SUPPORT OF THE 2016 VISUAL ART EXHIBITION SERIES. 7500 ROGUE RIVER HIGH SCHOOL PO BOX 1045 ROGUE RIVER OR 97537 GOV STUDENT COLLEGE SCHOLARSHIPS. 4500 ROGUE RIVER SCHOOL DISTRICT PO BOX 1045 ROGUE RIVER OR 97537 GOV MUSICAL INSTRUMENTS PURCHASE. 5000 ROGUE RIVER SCHOOL DISTRICT PO BOX 1045 ROGUE RIVER OR 97537 Gov TOWARD THE REPLACEMENT OF THE STADIUM BLEACHERS AT THE HIGH SCHOOL. 4000 ROGUE VALLEY CHORALE ASSOCIATION 319 7TH STREET ROGUE RIVER OR 97537 PC FOR COSTS ASSOCIATED WITH THE PERFORMANCE OF THE MIZA AZTECA CONCERT. 3000 ROGUE VALLEY FARM TO SCHOOL PO BOX 898 ASHLAND OR 97520 PC GENERAL OPERATING SUPPORT. 6000 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. 12000 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. 4000 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. 5000 SALVATION ARMY-GRANTS PASS PO BOX 1065 GRANTS PASS OR 97528 PC TOWARD THE PURCHASE OF FOOD TO BE DISTRIBUTED TO PERSONS IN NEED. 7500 SAM'S VALLEY ELEMENTARY SCHOOL 14235 TABLE ROCK ROAD CENTRAL POINT OR 97502 GOV TOWARD THE PURCHASE OF AN LED READER BOARD. 4500 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. 3000 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. 15000 SISKIYOU VIOLINS PO BOX 4546 MEDFORD OR 97501 PC GENERAL OPERATING SUPPORT. 3000 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. 5000 SOUTH MEDFORD HIGH SCHOOL 815 S OAKDALE AVENUE MEDFORD OR 97501 GOV STUDENT COLLEGE SCHOLARSHIPS. 19800 SOUTHERN OREGON CHILD & FAMILY COUNCIL PO BOX 3697 CENTRAL POINT OR 97502 PC IN SUPPORT OF A FAMILY LITERACY PROGRAM FOR LATINO FAMILIES. 17000 SOUTHERN OREGON EDUCATION SERVICE DISTRICT 101 N GRAPE STREET MEDFORD OR 97501 GOV IN SUPPORT OF THE INDIAN EDUCATION PROGRAM. 4000 SOUTHERN OREGON FILM SOCIETY PO BOX 218 ASHLAND OR 97520 PC TOWARD A VARIETY OF ART PROGRAMS TARGETING UNDERSERVED AND RURAL COMMUNITIES. 4000 SOUTHERN OREGON FRIENDS OF HOSPICE PO BOX 1182 ASHLAND OR 97520 PC PURCHASE/RENOVATION OF A HOME FOR HOSPICE CARE SERVICES. 20000 SOUTHERN OREGON HISTORICAL SOCIETY 106 N CENTRAL MEDFORD OR 97501 PC IN SUPPORT OF THE DEVELOPMENBT DIRECTOR STAFF POSITION AND RELATED EXPENSES. 5000 SOUTHERN OREGON LAND CONSERVANCY (AWARDED 2014-15) 84 4TH ST ASHLAND OR 97520 PC INCREASE ORGANIZATIONAL CAPACITY 3000 SOUTHERN OREGON MUSIC FESTIVAL PO BOX 1830 JACKSONVILLE OR 97530 PC TO PROVIDE MUSICAL INSTRUMENTS AND INSTRUCTION TO LOCAL STUDENTS. 5000 SOUTHERN OREGON REPERTORY SINGERS PO BOX 1091 ASHLAND OR 97520 PC GENERAL OPERATING SUPPORT. 5000 SOUTHERN OREGON UNIVERSITY 1250 SISKIYOU BLVD ASHLAND OR 97520 GOV IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. 25000 SOUTHERN OREGON UNIVERSITY 1250 SISKIYOU BLVD ASHLAND OR 97520 Gov IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. 25000 SPARTAN BOXING 729 WELCH STREET MEDFORD OR 97501 PC GENERAL OPERATING SUPPORT. 3500 SPECIAL OLYMPICS OREGON 5901 SW MACADAM AVENUE SUITE 20 PORTLAND OR 97239 PC IN SUPPORT OF FITNESS AND NUTRITION PROGRAMS FOR PERSONS WITH DISABILITIES. 3000 ST CLAIR PRODUCTIONS PO BOX 835 ASHLAND OR 97520 PC TO SUPPORT THE ECLECTIC MUSIC SERIES. 2000 ST MARK'S EPISCOPAL CHURCH 426 W 6TH STREET MEDFORD OR 97501 PC IN SUPPORT OF THE FOOD PANTRY PROGRAM. 5000 ST VINCENT DE PAUL SOCIETY PO BOX 1663 MEDFORD OR 97501 PC TO ASSIST LOCAL FAMILIES IN JEOPARDY OF HAVING THEIR UTILITIES DISCONNECTED. 15000 THE NEIGHBORHOOD FOOD PROJECT 219 ALMOND STREET ASHLAND OR 97520 PC IN SUPPORT OF PROGRAM EXPANSION. 5800 THE VALLEY SCHOOL OF SOUTHERN OREGON PO BOX 1225 MEDFORD OR 97501 PC TOWARD THE PURCHASE OF COMPUTERS FOR STUDENT USE. 2000 UNITED WAY OF JACKSON COUNTY 1457 E MCANDREWS ROAD MEDFORD OR 97504 PC GENERAL OPERATING SUPPORT. 20000 UPPER ROGUE COMMUNITY CENTER PO BOX 216 SHADY COVE OR 97539 PC TOWARD COSTS ASSOCIATED WITH PROVIDING MONTHLY FAMILY EVENTS AT THE COMMUNITY CENTER. 2000 WHEEL TO WALK FOUNDATION PO BOX 20146 PORTLAND OR 97294 PC TO PROVIDE DURABLE MEDICAL EQUIPMENT AND SERVICES TO CHILDREN WITH DISABILITIES. 3000 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. 3000 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. 10000 YOGA BLUE 3130 E OJAI AVENUE CAMARILLO CA 93012 PC IN SUPPORT OF MIND BODY OUTREACH PROGRAMS. 2000 YOUTH SYMPHONY OF SOUTHERN OREGON PO BOX 4291 MEDFORD OR 97501 PC IN SUPPORT OF GENERAL OPERATIONS. 8000 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. -3087 811563 AGE FRIENDLY INNOVATORS PO BOX 688 JACKSONVILLE OR 97530 PC TO PURCHASE LIABILITY INSURANCE, A COMPUTER TABLET, AND HOME SAFETY DEVICES FOR SENIORS. 4000 ASSIST 4412 SW BARBUR BLVD PORTLAND OR 97239 PC TRAINING FOR SOCIAL WORKERS. 3125 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. 3000 COLLABORATIVE THEATRE PROJECT INC 486 BEACH ST ASHLAND OR 97520 PC TOWARD THE PURCHASE OF LIGHTING AND SOUND EQUIPMENT. 3000 FIRST CHRISTIAN CHURCH OF MEDFORD 1900 CRATER LAKE AVENUE MEDFORD OR 97504 PC SMALL STEPS PRESCHOOL SUPPORT. 3700 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. 2000 HABITAT FOR HUMANITYROGUE VALLEY PO BOX 688 MEDFORD OR 97501 PC TOWARD THE PURCHASE OF 6 LOTS TO BUILD HABITAT FOR HUMANITY HOMES. 6000 HEALTHY DEMOCRACY FUND 3583 NE BROADWAY STREET PORTLAND OR 97232 PC IN SUPPORT OF THE CITIZEN'S INITIATIVE REVIEW 2016. 4000 HEART & HOPE MUSIC 321 S CLAY STREET 98 ASHLAND OR 97520 PC GENERAL OPERATING SUPPORT FOR AN ELDER CARE MUSIC THERAPY PROGRAM. 5000 HEARTS WITH A MISSION 521 EDWARDS STREET MEDFORD OR 97501 PC IN SUPPORT OF HIRING A CASE MANAGER STAFF PERSON. 5000 ILLINOIS VALLEY WATERSHED COUNCIL PO BOX 352 CAVE JUNCTION OR 97523 PC TOWARD PRODUCING AN EDUCATIONAL VIDEO. 1500 JACKSON COUNTY SEXUAL ASSAULT RESPONSE TEAM 43 MORNINGLIGHT DRIVE ASHLAND OR 97520 PC GENERAL OPERATING SUPPORT. 8500 JACKSONVILLE COMMUNITY CENTER PO BOX 1435 JACKSONVILLE OR 97530 PC TOWARD FACILITY EXPANSION. 5000 KIDS UNLIMITED 821 N RIVERSIDE AVENUE MEDFORD OR 97501 PC TOWARD THE PURCHASE OF A PORTABLE STAGING UNIT. 20000 MADRONE TRAIL PUBLIC CHARTER SCHOOL 3070 ROSS LANE CENTRAL POINT OR 97502 PC TOWARD IMPROVEMENTS TO A PORTABLE CLASSROOM. 5000 MAGDALENE HOME 12 BLACK OAK DRIVE MEDFORD OR 97504 PC IN SUPPORT OF THE RESIDENT EMERGENCY FUND AND PRODUCTION OF A NEW VIDEO. 2000 MEDICAL TEAMS INTERNATIONAL PO BOX 10 PORTLAND OR 97207 PC TOWARD STERILIZER EQUIPMENT UPGRADES AND DENTAL CARE TO LOW INCOME RESIDENTS. 5000 MIRACLE THEATRE GROUP 425 SE 6TH AVENUE PORTLAND OR 97214 PC IN SUPPORT OF A THEATRE RESIDENCY PROGRAM. 2000 MULTICULTURAL ASSOCIATION OF SOUTHERN OREGON PO BOX 67 MEDFORD OR 97501 PC NEWS AND INFORMATION PROGRAM SUPPORT. 3000 ONTRACK INC 221 W MAIN STREET MEDFORD OR 97501 PC TOWARD THE PURCHASE OF A PLAY AREA AT THE EMERGENCY HOUSING FACILITY. 15000 PHOENIX COUNSELING CENTER PO BOX 1257 PHOENIX OR 97535 PC TOWARD COSTS TO ADD ADDITIONAL SPACE TO EXPAND SERVICES. 5000 REACHING OUR COMMUNITY 564 SW FOUNDRY STREET GRANTS PASS OR 97526 PC IN SUPPORT OF SALARIES FOR STAFF MEMBERS. 10000 ROGUE RETREAT 1410 W 8TH STREET MEDFORD OR 97501 PC TO PROVIDE SUPPORT SERVICES FOR CLIENTS. 10000 ROGUE VALLEY COUNCIL OF GOVERNMENTS PO BOX 3275 CENTRAL POINT OR 97502 PC IN SUPPORT OF A COMMERCIAL KITCHEN UPGRADE. 8000 ROGUE VALLEY SYMPHONY 1875 HWY 99 NORTH SUITE 7 ASHLAND OR 97520 PC TOWARD SCHOOL MUSIC EDUCATION PROGRAMS. 12000 UNITED COMMUNITY ACTION NETWORK 280 KENNETH FORD DRIVE ROSEBURG OR 97470 PC IN SUPPORT OF THE SECOND CHANCE RENTER'S PROGRAM. 4500 YOUTH SYMPHONY PO BOX 4291 MEDFORD OR 97501 PC GENERAL OPERATING SUPPORT. 8000 163325 14 360 14 535258 18 1144093 UBI FROM PARTNERSHIPS 900099 5217 NET NON-UBI FROM PARTNERSHIP INVESTMENTS 14 238309 DEFERRED TAX BENEFIT 01 8431 5217 1926451 0 1931668 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 15975 7988 7988 Telephone System 2000-09-01 2655 2655 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 1408 1408 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 5830 5830 SL 5.000000000000 0 0 Panasonic Copier 2009-03-10 4195 3796 SL 7.000000000000 399 0 Conference Table 2013-09-30 3514 878 SL 7.000000000000 503 0 EUGENE DEBBS POTTS FOUNDATION PO BOX 324 MERLIN OR 97532 2016-06-30 1000 Toward the purchase and installation of informational signs. 1000 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSION. FINAL FINANCIAL AND NARRATIVE REPORTS WERE RECEIVED IN FEBRU 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)). 100,636.259 SHARES CAPITAL INTERNATIONAL ENGINEERING 0 0 166847.997 SHARES PIMCO-ALL ASSET FUND 1626715 1396518 164466.125 SHARES PIMCO IRMAF 0 0 150887.009 SHARES PIMCO TOTAL FUND 1631055 1555645 37967.468 SHARES PRIMECAP-ODYSSEY GROWTH FUND 899100 979940 5329.998 SHARES VANGUARD 500 PORTFOLIO 600197 1032207 52964.661 SHARES CRM SMALL/MID CAP VALUE FUND 740982 690130 54205.563 SHARES DODGE & COX: DODGE & COX INTERNATIONAL STOCK 2302005 1880391 6419.534 SHARES DODGE & COX: DODGE & COX STOCK FUND 762339 1021990 139521.754 SHARES JOHN HANCOCK GLOBAL ABSOLUTE RETURN FUND 1400000 1388241 80014.645 SHARES VANGUARD-TOTAL INT STOCK 2044697 1911550 94660.272 SHARES WESTWOD-INCOME OPPORTUNITY FUND 1291846 1393400 10559.719 SHARES VANGUARD-EXT MRK 493337 683953 59880.240 SHARE VANGUARD EMERGING MARKETS SELECT 1000000 952695 8051.112 SHARES RREFF AT COST 471843 52393 GROSVENOR INSTITUTIONAL PARTNER AT COST 0 0 NORTHGATE IV AT COST 336720 417298 NORTHGATE PRIVATE EQUITIES AT COST 119753 81537 NORTHGATE PRIVATE EQUITIES II AT COST 193795 149441 NORTHGATE PRIVATE EQUITIES III AT COST 359418 238243 NORTHGATE V AT COST 356960 475660 NORTHGATE VENTURE II AT COST 311333 311167 NORTHGATE-VENTURE III AT COST 397534 441309 NORTHGATE-VENTURE VII AT COST 137403 133726 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 9235 674 Telephone System 2655 2655 0 Chairs 121 121 0 Cabinets 292 292 0 Chair 199 199 0 Chairs 1408 1408 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 5830 5830 0 Panasonic Copier 4195 4195 0 Conference Table 3514 1381 2133 DEPOSIT 933 3591 3591 EXCISE TAX RECEIVABLE 0 12297 12297 DEFERRED TAX ASSET 0 3000 3000 TELEPHONE 2240 1120 1120 OFFICE EXPENSES 5142 2571 2571 EQUIPMENT REPAIR & MAINT. 1217 609 609 INSURANCE 4627 925 3702 DUES AND SUBSCRIPTIONS 1588 794 794 ANNUAL REPORT 1403 702 701 BOARD EXPENSES 1776 173 1603 UBI FROM PARTNERSHIPS 5217 5217 NET NON-UBI FROM PARTNERSHIP INVESTMENTS 238309 238309 238309 DEFERRED TAX BENEFIT 8431 8431 ACCRUAL TO CASH CONVERSION 48075 DEFERRED EXCISE TAXES 23700 0 EXCISE TAX PAYABLE 12011 0 ACCRUED EXPENSES 3684 3895 INVESTMENT MANAGEMENT FEES 18679 18679 0 OREGON CT-12 1200 0 1200 OREGON EXCISE TAX 484 484 0 PROVISION FOR FEDERAL UBI TAX 633 0 0