CARPENTER FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- CARPENTER FOUNDATION (EIN 93-0491360)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-04-11
- IRS object ID
- 201611029349100316
- Schema version
- 2014v6.0
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-04-11T19:47:28-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | 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 | 2016-04-04 | 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 | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,156,454 | 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 | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,100,510 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,100,510 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $529,846 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,814,234 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $529,846 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,409 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,886 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,638,784 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,628,489 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $52,244 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,145 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $22,099 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $88,930 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $17,381 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $71,549 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $22,398 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,378 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $14,441 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,180 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,590 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,590 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,523 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,523 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,180 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $150 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,200 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,101 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,101 | 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 | $19,550 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,729 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,822 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $248,896 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $86,997 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $141,491 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $740,268 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $528,868 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $989,164 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $86,997 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $670,359 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $649,620 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,541,492 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,314 | CashBOYAmt |
| Cash EOY | $103,183 | CashEOYAmt |
| Cash EOYFMV | $103,183 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $18,601 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,620 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,620 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,602,308 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,099,453 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,868,854 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,470,995 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,559,998 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,161,829 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $19,437 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,402 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,136 | LandBOYAmt |
| Land EOY | $3,035 | LandEOYAmt |
| Land EOYFMV | $3,035 | LandEOYFMVAmt |
| Other Assets BOY | $933 | OtherAssetsBOYAmt |
| Other Assets EOY | $933 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $933 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $16,112,287 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,785,222 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,156,454 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $179,100 | GrantsPayableBOYAmt |
| Grants Payable EOY | $211,400 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $48,380 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $39,395 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $227,480 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $250,795 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $15,884,807 | UnrestrictedBOYAmt |
| Unrestricted EOY | $16,534,427 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,884,807 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,534,427 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,112,287 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,785,222 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,884,807 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $649,620 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,534,427 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,534,427 | 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 | $2,814,234 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,284,388 | CostOrOtherBasisAmt |
| Gain Or Loss | $529,846 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $529,846 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $529,846 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $862,927 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,758,685 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046001 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $872,874 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,355,533 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050294 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $855,872 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,836,509 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050834 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $775,582 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,193,422 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045109 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $814,323 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,957,050 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051032 | DistributionYr5Rt |
| Total Distribution | 0.243270 | TotalDistributionRt |
| Average Distribution | 0.048654 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,128,912 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $930,698 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,415 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $946,113 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $670,359 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $30,830 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,830 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,830 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,360 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $17,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $38,360 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,530 | OverpaymentAmt |
| Applied To ES Tax | $7,530 | 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 | $39,060 | $1,172 | $0 |
| KAREN C ALLAN | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | TRUSTEE/VP & SEC | 3.00 | $12,012 | $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 |
| HYLA LIPSON | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | PUBLIC 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 |
| MINDY FERRIS | ||||||||
| 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 |
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 | $65,412 | CompensationAmt |
| Employee Benefits | $9,464 | 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 | $19,298,307 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $118,873 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,035 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,420,215 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,420,215 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $291,303 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,128,912 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $956,446 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $956,446 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,830 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,233 | IncomeTaxAmt |
| Total Tax | $32,063 | TotalTaxAmt |
| Distributable Before Adj | $924,383 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $924,383 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $924,383 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $670,359 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $670,359 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $670,359 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $924,383 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $142,647 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $670,359 | QualifyingDistributionsAmt |
| Applied To Year1 | $142,647 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $527,712 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $396,671 | 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 (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A FAMILY FOR EVERY CHILD | ||||||
| 1675 W 11TH AVE | EUGENE | OR | 97402 | PC | TO SUPPORT PLACING FOSTER CHILDREN INTO PERMANENT HOMES. | $5,000 |
| AGE FRIENDLY INNOVATORS | ||||||
| PO BOX 688 | JACKSONVILLE | OR | 97530 | PC | OPERATING SUPPORT TO KEEP SENIOR CITIZENS IN THEIR OWN HOMES. | $3,000 |
| ASHLAND ARTISAN GALLERY & ART CENTER | ||||||
| 357 E MAIN ST | ASHLAND | OR | 97520 | PC | TOWARD HIRING A DEVELOPMENT DIRECTOR. | $5,000 |
| ASHLAND FAMILY YMCA | ||||||
| 540 YMCA WAY | ASHLAND | OR | 97520 | PC | TO PROVIDE SWIMMING LESSONS TO 2ND GRADERS IN THE ASHLAND AND TALENT ELEMENTARY SCHOOLS. | $5,000 |
| ASHLAND HIGH SCHOOL | ||||||
| 201 S MOUNTAIN AVE | ASHLAND | OR | 97520 | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $14,400 |
| BOYS & GIRLS CLUBS OF THE ROGUE VALLEY | ||||||
| 203 SE 9TH STREET | GRANTS PASS | OR | 97526 | PC | IN SUPPORT OF AN AFTER SCHOOL PROGRAM PROVIDING A VARIETY OF EDUCATIONAL ACTIVITIES. | $10,000 |
| BRITT FESTIVALS | ||||||
| PO BOX 1124 | MEDFORD | OR | 97501 | PC | IN SUPPORT OF 2015 CLASSICAL MUSIC FESTIVAL. | $22,000 |
| BUTTE FALLS HIGH SCHOOL | ||||||
| 625 FIR | BUTTE FALLS | OR | 97522 | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $1,100 |
| CASA OF JACKSON COUNTY | ||||||
| 613 MARKET STREET | MEDFORD | OR | 97504 | PC | IN SUPPORT OF THE PEER COORDINATOR PROGRAM IN JACKSON AND JOSEPHINE COUNTIES. | $15,000 |
| CLASSROOM LAW PROJECT | ||||||
| 620 SW MAIN ST SUITE 102 | PORTLAND | OR | 97205 | PC | TO ASSIST LOCAL TEACHERS TO BRING CIVIC-FOCUSED SOCIAL STUDIES PROGRAMS INTO THEIR CLASSROOMS. | $5,000 |
| CONSUMER CREDIT COUNSELING SERV OF SO OREGON | ||||||
| 820 CRATER LAKE AVE 202 | MEDFORD | OR | 97504 | PC | IN SUPPORT OF A PROGRAM TO PROVIDE FINANCIAL LITERACY PROGRAMS IN A VARIETY OF LOCAL VENUES. | $3,500 |
| COUNCIL ON FOUNDATIONS | ||||||
| 2121 CRYSTAL DR SUITE 700 | ARLINGTON | VA | 22202 | PC | PORTION OF MEMBERSHIP DUES THAT ARE USED FOR CHARITABLE PURPOSES. | $1,500 |
| CRATER HIGH SCHOOL | ||||||
| 300 ASH STREET | CENTRAL POINT | OR | 97502 | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $16,500 |
| EAGLE POINT HIGH SCHOOL | ||||||
| PO BOX 198 | EAGLE POINT | OR | 97524 | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $12,000 |
| EVANS VALLEY COMMUNITY ASSOCIATION | ||||||
| 8205 E EVANS CREEK RD | ROGUE RIVER | OR | 97537 | PC | TOWARD THE REPLACEMENT OF THE ROOF AT THE EVANS VALLEY COMMUNITY ASSOCIATION. | $4,000 |
| FAMILY NURTURING CENTER | ||||||
| 212 N OAKDALE | MEDFORD | OR | 97501 | PC | TO EXPAND THE HEALTHY FOOD PROGRAM AND GARDEN AT ONTRACK'S MOMS HOME PROGRAM. | $7,500 |
| FRACTURED ATLAS PRODUCTIONS | ||||||
| 248 W 35TH ST 10TH FLOOR | NEW YORK | NY | 10001 | PC | IN SUPPORT OF BRAVA! OPERA THEATER TO PROVIDE LOCAL OPERA PROGRAMS. | $5,000 |
| GRANTS PASS MUSEUM OF ART | ||||||
| PO BOX 966 | GRANTS PASS | OR | 97526 | PC | TO PURCHASE AN LED LIGHTING SYSTEM THROUGHOUT THE MUSEUM. | $7,000 |
| GREATER APPLEGATE COMMUNITY DEVELOPMENT | ||||||
| PO BOX 3107 | APPLEGATE | OR | 97530 | PC | TOWARD RENOVATION OF THE PLAYGROUND AREA AT CANTRALL-BUCKLEY PARK. | $5,000 |
| HOPE EQUESTRIAN CENTER | ||||||
| PO BOX 396 | EAGLE POINT | OR | 97524 | PC | TO PROVIDE SCHOLARSHIPS TO YOUTH TO PARTICIPATE IN A THERAPEUTIC RIDING PROGRAM. | $6,000 |
| JACKSON COUNTY SEXUAL ASSAULT RESPONSE TEAM | ||||||
| 43 MORNINGLIGHT DR | ASHLAND | OR | 97520 | PC | IN SUPPORT OF AN ONGOING SEXUAL VIOLENCE PREVENTION PROGRAM IN LOCAL SCHOOLS FOR 6-12TH GRADERS. | $8,500 |
| JUNIOR LEAGUE OF JACKSON COUNTY | ||||||
| PO BOX 1504 | MEDFORD | OR | 97501 | PC | TO PROVIDE BACKPACKS FILLED WITH NUTRITIOUS FOOD TO LOW INCOME ELEMENTARY SCHOOL CHILDREN FOR WEEKEN | $3,000 |
| KIDS UNLIMITED | ||||||
| 821 N RIVERSIDE AVE | MEDFORD | OR | 97501 | PC | TOWARD AN OUTDOOR EDIBLE PLAYGROUND. | $12,500 |
| LOTUS RISING PROJECT | ||||||
| 249 WIMER ST 34 | ASHLAND | OR | 97520 | PC | IN SUPPORT OF A SOCIAL JUSTICE-BASED THEATER PROGRAM FOR LESBIAN, GAY, BISEXUAL AND TRANSGENDER YOUTH. | $3,000 |
| MASLOW PROJECT | ||||||
| 500 MONROE STREET | MEDFORD | OR | 97501 | PC | TO PROVIDE COMPREHENSIVE CASE MANAGEMENT SERVICES TO HOMELESS YOUTH AND FAMILIES. | $10,000 |
| MODERN ROOTS FOUNDATION | ||||||
| 910 GLENDALE AVE | ASHLAND | OR | 97520 | PC | TO PROVIDE SCHOLARSHIPS TO LOCAL YOUTH TO PARTICIPATE IN MUSIC EDUCATION PROGRAMS AND CAMPS. | $2,000 |
| NATIVES OF ONE WIND INDIGENOUS ALLIANCE | ||||||
| 300 CREEKSIDE RD | ASHLAND | OR | 97520 | PC | TO SUPPORT THE INTERNATIONAL WORLD PEACE AND PRAYER DAY, A FOUR DAY EVENT. | $6,000 |
| NORTH MEDFORD HIGH SCHOOL | ||||||
| 1900 N KEENE WAY DR | MEDFORD | OR | 97504 | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $21,500 |
| NORTH MEDFORD HIGH SCHOOL | ||||||
| 1900 N KEENE WAY DR | MEDFORD | OR | 97504 | GOV | FOR OSF ARTISTS TO PRESENT WORKSHOPS AT NORTH AND SOUTH MEDFORD HIGH SCHOOLS. | $2,000 |
| OPTIONS FOR HOMELESS RESIDENTS OF ASHLAND | ||||||
| 497 LORI LANE | ASHLAND | OR | 97520 | PC | TO EXPAND THE NUMBER OF HOURS THE ASHLAND COMMUNITY RESOURCE CENTER CAN BE OPEN. | $10,000 |
| ORCHARD HILL ELEMENTARY SCHOOL | ||||||
| 1011 LA LOMA DR | MEDFORD | OR | 97504 | GOV | IN SUPPORT OF A TWO WEEK WEST AFRICAN CULTURAL ARTS RESIDENCY PROGRAM. | $3,500 |
| OREGON ALLIANCE OF IND COLLEGES AND UNIVERSITIES | ||||||
| 16101 SW 72ND AVE SUITE 100 | PORTLAND | OR | 97224 | PC | TO FUND SHOLARSHIPS FOR STUDENTS TO STUDY AT PRIVATE COLLEGES AND UNIVERSITIES IN OREGON. | $6,600 |
| OREGON COAST AQUARIUM | ||||||
| 2820 SE FERRY SLIP RD | NEWPORT | OR | 97365 | PC | SUPPORT OF A SCIENCE PROGRAM PROVIDING PRESENTATIONS TO LOCAL SCHOOLS. | $2,500 |
| OREGON CONSERVATORY OF PERFORMING ARTS | ||||||
| PO BOX 1359 | MEDFORD | OR | 97501 | PC | OPERATING FUNDS FOR A BOOKKEEPER, ASSISTANT ARTISTIC DIRECTOR, AND DONOR DEVELOPMENT CONSULTANT. | $5,000 |
| OREGON MUSEUM OF SCIENCE & INDUSTRY | ||||||
| 1945 SE WATER AVE | PORTLAND | OR | 97214 | PC | SUPPORT OF BRINGING A VARIETY OF INTERACTIVE SCIENCE PROGRAMS TO SCHOOLS. | $2,500 |
| OREGON NONPROFIT LEADERS CONFERENCE | ||||||
| C/O UNITED WAY-769 SPRING ST | MEDFORD | OR | 97504 | PC | SPONSORSHIP FOR SPRING 2015 CONFERENCE. | $1,500 |
| OREGON SHAKESPEARE FESTIVAL ASSOCIATION | ||||||
| PO BOX 158 | ASHLAND | OR | 97520 | PC | IN SUPPORT OF SPECIAL MATINEES AND REDUCED PRICE PERFORMANCES FOR STUDENTS AND LOW-INCOME RESIDENTS. | $25,000 |
| P ANNIE'S SECRET GARDEN | ||||||
| 932 QUEEN ANNE AVE | MEDFORD | OR | 97504 | PC | TO ADD NEW LOCAL ORGANIC GARDENS TO PROVIDE FRESH FOOD TO THE LOW-INCOME COMMUNITY. | $1,000 |
| PACIFICA A GARDEN IN THE SISKIYOUS | ||||||
| PO BOX 1 | WILLIAMS | OR | 97544 | PC | TOWARD COSTS ASSOCIATED WITH PAINTING THE EXTERIOR OF A HISTORIC HOUSE USED FOR COMMUNITY ACTIVITIES. | $3,000 |
| PHOENIX COUNSELING CENTER | ||||||
| PO BOX 1257 | PHOENIX | OR | 97535 | PC | SUPPORT OF A PROGRAM WITH ARMADILLO TECHNICAL INSTITUE TO IMPROVE STUDENTS ACADEMIC SKILLS. | $3,500 |
| 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 ONE WEEK RESIDENTIAL PROGRAM AT SOU TO ENCOURAGE LATINO STUDENTS TO ATTEND COLLEGE. | $10,000 |
| PLANNED PARENTHOOD OF SW OREGON | ||||||
| 125 S CENTRAL AVE SUITE 201 | MEDFORD | OR | 97501 | PC | TOWARD UPGRADING TECHNOLOGY SYSTEMS. | $6,000 |
| PORTLAND OPERA | ||||||
| 211 SE CARUTHERS ST | PORTLAND | OR | 97214 | PC | TO BRING AN OPERA PRODUCTION TO LOCAL SCHOOLS AND COMMUNITIES. | $2,500 |
| PROSPECT HIGH SCHOOL | ||||||
| PO BOX 40 | PROSPECT | OR | 97536 | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $1,100 |
| ROGUE GALLERY & ART CENTER | ||||||
| 40 S BARTLETT ST | MEDFORD | OR | 97501 | PC | SUPPORT FOR THE 2015 VISUAL ART EXHIBITION SERIES AND ITS RELATED LECTURES AND EVENTS. | $7,500 |
| ROGUE RETREAT | ||||||
| 529 N RIVERSIDE | MEDFORD | OR | 97501 | PC | TO HELP PAY OFF THE REMAINING MORTGAGE ON HOUSING PROPERTIES. | $7,500 |
| ROGUE RIVER ELEMENTARY SCHOOL | ||||||
| PO BOX 1045 | ROGUE RIVER | OR | 97537 | GOV | TOWARD AN LED SIGN ON SCHOOL CAMPUS TO PROVIDE INFORMATION ABOUT SCHOOL AND COMMUNITY EVENTS. | $3,000 |
| ROGUE RIVER HIGH SCHOOL | ||||||
| PO BOX 1045 | ROGUE RIVER | OR | 97537 | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $4,500 |
| ROGUE VALLEY CHORALE ASSOCIATION | ||||||
| 319 7TH STREET | ROGUE RIVER | OR | 97537 | PC | IN SUPPORT OF A CONCERT INVOLVING ALL ROGUE VALLEY CHORALE CHORUSES. | $2,000 |
| ROGUE VALLEY HARMONIZERS | ||||||
| 201 WAGON WHEEL DR | MEDFORD | OR | 97504 | PC | SUPPORT OF A PROGRAM TEACHING SINGING TO STUDENTS AT HIDDEN VALLEY HIGH SCHOOL. | $2,250 |
| ROGUE WORLD MUSIC | ||||||
| 2305-C ASHLAND ST 421 | ASHLAND | OR | 97520 | PC | FOR A NEW CHILDREN'S CHOIR. | $2,000 |
| ROSE CIRCLE MENTORING NETWORK | ||||||
| PO BOX 116 | TALENT | OR | 97540 | PC | TO PROVIDE MENTORS TO YOUNG MOTHERS. | $2,500 |
| SALVATION ARMY-GRANTS PASS | ||||||
| PO BOX 1065 | GRANTS PASS | OR | 97528 | PC | TOWARD THE PURCHASE AND DISTRIBUTION OF FOOD FOR PEOPLE IN NEED. | $7,500 |
| SCIENCE WORKS HANDS-ON MUSEUM | ||||||
| 1500 E MAIN ST | ASHLAND | OR | 97520 | PC | SUPPORT FOR A VARIETY OF EDUCATIONAL PROGRAMS IN LOCAL SCHOOLS. | $15,000 |
| SISKIYOU FIELD INSTITUTE | ||||||
| PO BOX 207 | SELMA | OR | 97538 | PC | TO SUPPORT A VARIETY OF EDUCATIONAL PROGRAMS WITH LOCAL SCHOOLS. | $7,500 |
| SISKIYOU MOUNTAIN CLUB | ||||||
| 340 A STREET SUITE 112 | ASHLAND | OR | 97520 | PC | SUPPORT OF HIRING INTERNS FOR CONSERVATION STEWARDSHIP PROJECTS. | $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 PROGRAM PROVIDING EDUCATIONAL SERVICES TO LOCAL LATINO FAMILIES. | $17,000 |
| SOUTHERN OREGON EDUCATION SERVICE DISTRICT | ||||||
| 101 N GRAPE STREET | MEDFORD | OR | 97501 | GOV | SUPPORT OF A PROGRAMS AND SERVICES TO AMERICAN INDIAN AND ALASKAN NATIVE YOUTH. | $4,000 |
| SOUTHERN OREGON PUBLIC TELEVISION | ||||||
| 28 S FIR ST | MEDFORD | OR | 97501 | PC | SUPPORT FOR THE TELEVISION PROGRAM "IMMENSE POSSIBILITIES". | $7,000 |
| SOUTHERN OREGON REPERTORY SINGERS | ||||||
| PO BOX 1091 | ASHLAND | OR | 97520 | PC | SUPPORT OF A PROGRAM PROVIDING INTERACTIVE CHORAL CONCERTS AND EDUCATIONAL PROGRAMS TO LOCAL YOUTH AND ELDERS. | $1,500 |
| SPIRAL LIVING CENTER | ||||||
| PO BOX 2093 | CAVE JUNCTION | OR | 97523 | PC | TOWARD THE ESTABLISHMENT OF A NEW COMMUNITY RADIO STATION IN THE ILLINOIS VALLEY. | $2,500 |
| ST MARK'S EPISCOPAL CHURCH | ||||||
| 426 W 6TH ST | MEDFORD | OR | 97501 | PC | TOWARD THE PURCHASE OF FRESH FOODS TO BE DISTRIBUTED THROUGH THE FOOD PANTRY. | $5,000 |
| ST VINCENT DE PAUL SOCIETY GRANTS PASS | ||||||
| 132 SE H STREET | GRANTS PASS | OR | 97526 | PC | TO PROVIDE FINANCIAL ASSISTANCE FOR BASIC NEEDS SUCH AS RENT AND UTILITIES, FOR PEOPLE IN NEED. | $10,000 |
| ST VINCENT DE PAUL SOCIETY MEDFORD | ||||||
| PO BOX 1663 | MEDFORD | OR | 97501 | PC | TO ASSIST FAMILIES WHO ARE IN DANGER OF HAVING THEIR UTILITIES SHUT OFF. | $15,000 |
| START MAKING A READER TODAY (SMART) | ||||||
| 101 SW MARKET STREET | PORTLAND | OR | 97201 | PC | FOR COSTS ASSOCIATED WITH OPERATING THE SMART READING PROGRAM IN FIVE CENTRAL POINT ELEMENTARY SCHOOLS. | $5,000 |
| SUNNY WOLF CHARTER SCHOOL | ||||||
| PO BOX 438 | WOLF CREEK | OR | 97497 | PC | TOWARD THE REMODELING OF THE GYM BATHROOM AS PART OF BECOMING A RED CROSS SHELTER FOR THE LOCAL COMMUNITY. | $7,000 |
| THE DOME SCHOOL | ||||||
| PO BOX 812 | CAVE JUNCTION | OR | 97523 | PC | TOWARD CONSTRUCTION OF TWO NEW CLASSROOMS AND A LIBRARY. | $10,000 |
| THREE RIVERS SCHOOL DISTRICT | ||||||
| PO BOX 160 | MURPHY | OR | 97533 | GOV | FOR SUPPLIES AND COSTS ASSOCIATED WITH PROVIDING A FREE COMMUNITY VISION CLINIC IN THE MERLIN AREA. | $5,000 |
| UNITARIAN UNIVERSALISTS OF GRANTS PASS | ||||||
| PO BOX 1602 | GRANTS PASS | OR | 97528 | PC | TO PROVIDE BACKPACKS FILLED WITH USEFUL ITEMS TO HOMELESS TEENS IN JOSEPHINE COUNTY. | $4,000 |
| UNITED COMMUNITY ACTION NETWORK | ||||||
| 280 KENNETH FORD DR | ROSEBURG | OR | 97470 | PC | TOWARD THE PURCHASE OF PUSH-BACK DOUBLE-DEEP RACKING FOR THE JOSEPHINE COUNTY FOOD BANK. | $5,000 |
| UNITED WAY OF JACKSON COUNTY | ||||||
| 1457 E MCANDREWS RD | MEDFORD | OR | 97504 | PC | IN SUPPORT OF GENERAL OPERATIONS. | $20,000 |
| WINTERSPRING CENTER | ||||||
| PO BOX 8169 | MEDFORD | OR | 97501 | PC | TO PROVIDE A VARIETY OF SERVICES TO THOSE WHO HAVE EXPERIENCED A PERSONAL LOSS DUE TO SUICIDE. | $5,000 |
| WOMEN'S CRISIS SUPPORT TEAM | ||||||
| 560-A NE F ST 430 | GRANTS PASS | OR | 97526 | PC | IN SUPPORT OF A VIOLENCE PREVENTION EDUCATION PROGRAM IN JOSEPHINE COUNTY SCHOOLS. | $10,000 |
| 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. | -$5,982 |
| EUGENE DEBBS POTTS FOUNDATION | ||||||
| PO BOX 324 | MERLIN | OR | 97532 | POF | TOWARD THE PURCHASE OF ALL-WEATHER SIGNS FOR OUTDOOR DISPLAYS AT THE POTTSVILLE HISTORICAL MUSEUM. | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $528,868 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (32 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 |
| BALLET FOLKLORICO RITMO ALEGRE | ||||||
| PO BOX 795 | TALENT | OR | 97540 | PC | DANCE PROGRAM AT KIDS UNLIMITED. | $3,000 |
| 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 |
| CARE FOUNDATION | ||||||
| 4616 25TH AVE NE 477 | SEATTLE | WA | 30303 | PC | A GRANT MADE IN MEMORY OF HELEN BUNDY CARPENTER. | $3,000 |
| 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 |
| CRATERIAN PERFORMANCES COMPANY | ||||||
| 23 S CENTRAL AVE | MEDFORD | OR | 97501 | PC | PURCHASE AND INSTALLATION OF FRONT FILL SPEAKERS FOR THE AUDITORIUM. | $10,000 |
| 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 |
| FAMILY SOLUTIONS | ||||||
| 1836 FREMONT ST | ASHLAND | OR | 97520 | PC | FOR RENOVATIONS AT THE GIRLS GROUP HOME. | $4,900 |
| 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 |
| 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 LIBRARY SYSTEM | ||||||
| 205 S CENTRAL AVE | MEDFORD | OR | 97501 | GOV | A GRANT TO PURCHASE BOOKS IN MEMORY OF ALFRED SV CARPENTER. | $3,000 |
| 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 |
| MAGDALENE HOME | ||||||
| 12 BLACK OAK DRIVE | MEDFORD | OR | 97504 | PC | IN SUPPORT OF A PROGRAM SERVING TEENAGE MOTHERS. | $3,000 |
| 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 |
| 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 |
| 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 |
| 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 COMMUNITY COLLEGE FOUNDATION | ||||||
| 3345 REDWOOD HWY | GRANTS PASS | OR | 97527 | PC | FOR JACKSON & JOSEPHINE COUNTY SCHOLARSHIPS. | $25,000 |
| 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 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 |
| 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 |
| 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 UNIVERSITY | ||||||
| 1250 SISKIYOU BLVD | ASHLAND | OR | 97520 | GOV | IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. | $25,000 |
| ST CLAIR PRODUCTIONS | ||||||
| PO BOX 835 | ASHLAND | OR | 97520 | PC | TO SUPPORT THE ECLECTIC MUSIC SERIES. | $2,000 |
| 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 |
| YOUTH SYMPHONY OF SOUTHERN OREGON | ||||||
| PO BOX 4291 | MEDFORD | OR | 97501 | PC | IN SUPPORT OF GENERAL OPERATIONS. | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $211,400 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,100,510 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $529,846 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| UBI FROM PARTNERSHIPS | 900099 | $10,295 | ||
| NET NON-UBI FROM PARTNERSHIP INVESTMENTS | 14 | -$1,886 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $10,295 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,628,489 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,638,784 | 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 | $11,180 | Amt |
| Net Investment Income | $5,590 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,590 | 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 | $3,197 | SL | 7.000000000000 | $599 | $0 |
| CONFERENCE TABLE | 2013-09-30 | $3,514 | $376 | SL | 7.000000000000 | $502 | $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 | 2014-10-02 | GrantDt |
| Grant | $1,000 | GrantAmt |
| Purpose Of Grant | TOWARD THE PURCHASE OF ALL-WEATHER SIGNS FOR OUTDOOR DISPLAYS AT THE POTTSVILLE HISTORICAL MUSEUM. | 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 FEBRUARY 2015. | 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 (12 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100,636.259 SHARES CAPITAL INTERNATIONAL ENGINEERING | $885,555 | $698,416 |
| 41371.07 SHARES CRM SMALL/MID CAP VALUE FUND | $589,474 | $646,216 |
| 5170.5502 SHARES DODGE & COX: DODGE & COX STOCK FUND | $559,080 | $933,130 |
| 42463.486 SHARES DODGE & COX: DODGE & COX INTERNATIONAL STOCK | $1,890,269 | $1,857,778 |
| 167727.147 SHARES PIMCO TOTAL FUND | $1,823,840 | $1,774,553 |
| 124396.906 SHARES PIMCO-ALL ASSET FUND | $1,300,439 | $1,117,084 |
| 164466.125 SHARES PIMCO IRMAF | $1,564,261 | $1,414,409 |
| 34983.477 SHARES PRIMECAP-ODYSSEY GROWTH FUND | $820,921 | $952,250 |
| 3970.072 SHARES VANGUARD 500 PORTFOLIO | $350,171 | $755,743 |
| 9500.344 SHARES VANGUARD-EXT MRK | $426,003 | $663,124 |
| 69257.885 SHARES VANGUARD-TOTAL INT STOCK | $1,785,217 | $1,872,733 |
| 81671.372 SHARES WESTWOD-INCOME OPPORTUNITY FUND | $1,104,223 | $1,183,418 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SOVEREIGN I NEW MILLENNIUM FUND-#314 | AT COST | $23,537 | $8 |
| SOVEREIGN II NEW MILLENIUM FUND - #414 | AT COST | $68,459 | $47,434 |
| GROSVENOR INSTITUTIONAL PARTNER | AT COST | $22,004 | $1,196,273 |
| NORTHGATE PRIVATE EQUITIES | AT COST | $126,788 | $130,090 |
| NORTHGATE PRIVATE EQUITIES II | AT COST | $230,773 | $202,218 |
| NORTHGATE PRIVATE EQUITIES III | AT COST | $322,919 | $285,379 |
| NORTHGATE VENTURE II | AT COST | $281,549 | $404,808 |
| NORTHGATE-VENTURE III | AT COST | $375,848 | $537,104 |
| NORTHGATE IV | AT COST | $318,242 | $470,869 |
| NORTHGATE V | AT COST | $299,882 | $433,217 |
| PACIFIC DIVERSIFIED STRATEGIES | AT COST | $795,760 | $1,164,893 |
| 8051.112 SHARES RREFF | AT COST | $694,237 | $289,536 |
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 | $3,796 | $399 |
| CONFERENCE TABLE | $3,514 | $878 | $2,636 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT | Desc |
| BOY Book Value | $933 | BOYBookValueAmt |
| EOY Book Value | $933 | EOYBookValueAmt |
| EOYFMV | $933 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE | $2,186 | $1,093 | $1,093 |
| OFFICE EXPENSES | $5,011 | $2,506 | $2,506 |
| EQUIPMENT REPAIR & MAINT. | $1,136 | $568 | $568 |
| INSURANCE | $4,529 | $906 | $3,623 |
| DUES AND SUBSCRIPTIONS | $1,539 | $770 | $769 |
| ANNUAL REPORT | $1,689 | $845 | $844 |
| BOARD EXPENSES | $1,725 | $173 | $1,552 |
| OTHER EXPENSES | $1,735 | $868 | $867 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| UBI FROM PARTNERSHIPS | $10,295 | $10,295 | |
| NET NON-UBI FROM PARTNERSHIP INVESTMENTS | -$1,886 | -$1,886 | -$1,886 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAXES | $38,000 | $23,700 |
| EXCISE TAX PAYABLE | $10,380 | $12,011 |
| ACCRUED EXPENSES | $0 | $3,684 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $19,523 | Amt |
| Net Investment Income | $19,523 | 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 | $1,200 | $0 | $1,200 |
| OREGON EXCISE TAX | $150 | $150 | $0 |
| PROVISION FOR FEDERAL EXCISE TAX | $16,436 | $0 | $0 |
| PROVISION FOR FEDERAL UBI TAX | $1,394 | $0 | $0 |
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