2016-04-11T19:47:28-05:00 2015-06-30 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990PF 2014-07-01 930491360 THE CARPENTER FOUNDATION CARP 5417725851 824 EAST MAIN ST NO 102 MEDFORD OR 97504 EMILY MOSTUE PRESIDENT 5417725851 2016-04-04 1 SANG AHN P00540880 5032270581 2014 2016-08-17 19:52:53Z X 19156454 X X 19 19 1100510 1100510 529846 2814234 529846 8409 -1886 1638784 1628489 52244 30145 22099 88930 17381 71549 22398 5378 14441 11180 5590 5590 19523 19523 0 19180 150 1200 1101 1101 14790 0 14790 19550 7729 11822 248896 86997 141491 740268 528868 989164 86997 670359 649620 1541492 15314 103183 103183 18601 18620 18620 12602308 13099453 13868854 3470995 3559998 5161829 19437 16402 4136 3035 3035 933 933 933 16112287 16785222 19156454 179100 211400 48380 39395 227480 250795 X 15884807 16534427 15884807 16534427 16112287 16785222 15884807 649620 0 16534427 0 16534427 SALES OF SECURITIES P 2814234 2284388 529846 529846 529846 0 862927 18758685 0.046001 872874 17355533 0.050294 855872 16836509 0.050834 775582 17193422 0.045109 814323 15957050 0.051032 0.243270 0.048654 19128912 930698 15415 946113 670359 30830 0 30830 0 30830 21360 17000 38360 7530 7530 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 39060 1172 0 KAREN C ALLAN 824 E MAIN STREET SUITE 102 MEDFORD OR 97504 TRUSTEE/VP & SEC 3.00 12012 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 PAULA WILLIAMS 824 E MAIN STREET SUITE 102 MEDFORD OR 97504 PROGRAM OFFICER 40.00 65412 9464 0 0 NONE 0 0 19298307 118873 3035 19420215 0 0 19420215 291303 19128912 956446 956446 30830 1233 32063 924383 0 924383 0 924383 670359 0 670359 0 670359 924383 142647 0 0 670359 142647 0 0 527712 0 0 0 0 0 0 0 0 396671 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. A FAMILY FOR EVERY CHILD 1675 W 11TH AVE EUGENE OR 97402 PC TO SUPPORT PLACING FOSTER CHILDREN INTO PERMANENT HOMES. 5000 AGE FRIENDLY INNOVATORS PO BOX 688 JACKSONVILLE OR 97530 PC OPERATING SUPPORT TO KEEP SENIOR CITIZENS IN THEIR OWN HOMES. 3000 ASHLAND ARTISAN GALLERY & ART CENTER 357 E MAIN ST ASHLAND OR 97520 PC TOWARD HIRING A DEVELOPMENT DIRECTOR. 5000 ASHLAND FAMILY YMCA 540 YMCA WAY ASHLAND OR 97520 PC TO PROVIDE SWIMMING LESSONS TO 2ND GRADERS IN THE ASHLAND AND TALENT ELEMENTARY SCHOOLS. 5000 ASHLAND HIGH SCHOOL 201 S MOUNTAIN AVE ASHLAND OR 97520 GOV STUDENT COLLEGE SCHOLARSHIPS. 14400 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. 10000 BRITT FESTIVALS PO BOX 1124 MEDFORD OR 97501 PC IN SUPPORT OF 2015 CLASSICAL MUSIC FESTIVAL. 22000 BUTTE FALLS HIGH SCHOOL 625 FIR BUTTE FALLS OR 97522 GOV STUDENT COLLEGE SCHOLARSHIPS. 1100 CASA OF JACKSON COUNTY 613 MARKET STREET MEDFORD OR 97504 PC IN SUPPORT OF THE PEER COORDINATOR PROGRAM IN JACKSON AND JOSEPHINE COUNTIES. 15000 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. 5000 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. 3500 COUNCIL ON FOUNDATIONS 2121 CRYSTAL DR SUITE 700 ARLINGTON VA 22202 PC PORTION OF MEMBERSHIP DUES THAT ARE USED FOR CHARITABLE PURPOSES. 1500 CRATER HIGH SCHOOL 300 ASH STREET CENTRAL POINT OR 97502 GOV STUDENT COLLEGE SCHOLARSHIPS. 16500 EAGLE POINT HIGH SCHOOL PO BOX 198 EAGLE POINT OR 97524 GOV STUDENT COLLEGE SCHOLARSHIPS. 12000 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. 4000 FAMILY NURTURING CENTER 212 N OAKDALE MEDFORD OR 97501 PC TO EXPAND THE HEALTHY FOOD PROGRAM AND GARDEN AT ONTRACK'S MOMS HOME PROGRAM. 7500 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. 5000 GRANTS PASS MUSEUM OF ART PO BOX 966 GRANTS PASS OR 97526 PC TO PURCHASE AN LED LIGHTING SYSTEM THROUGHOUT THE MUSEUM. 7000 GREATER APPLEGATE COMMUNITY DEVELOPMENT PO BOX 3107 APPLEGATE OR 97530 PC TOWARD RENOVATION OF THE PLAYGROUND AREA AT CANTRALL-BUCKLEY PARK. 5000 HOPE EQUESTRIAN CENTER PO BOX 396 EAGLE POINT OR 97524 PC TO PROVIDE SCHOLARSHIPS TO YOUTH TO PARTICIPATE IN A THERAPEUTIC RIDING PROGRAM. 6000 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. 8500 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 3000 KIDS UNLIMITED 821 N RIVERSIDE AVE MEDFORD OR 97501 PC TOWARD AN OUTDOOR EDIBLE PLAYGROUND. 12500 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. 3000 MASLOW PROJECT 500 MONROE STREET MEDFORD OR 97501 PC TO PROVIDE COMPREHENSIVE CASE MANAGEMENT SERVICES TO HOMELESS YOUTH AND FAMILIES. 10000 MODERN ROOTS FOUNDATION 910 GLENDALE AVE ASHLAND OR 97520 PC TO PROVIDE SCHOLARSHIPS TO LOCAL YOUTH TO PARTICIPATE IN MUSIC EDUCATION PROGRAMS AND CAMPS. 2000 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. 6000 NORTH MEDFORD HIGH SCHOOL 1900 N KEENE WAY DR MEDFORD OR 97504 GOV STUDENT COLLEGE SCHOLARSHIPS. 21500 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. 2000 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. 10000 ORCHARD HILL ELEMENTARY SCHOOL 1011 LA LOMA DR MEDFORD OR 97504 GOV IN SUPPORT OF A TWO WEEK WEST AFRICAN CULTURAL ARTS RESIDENCY PROGRAM. 3500 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. 6600 OREGON COAST AQUARIUM 2820 SE FERRY SLIP RD NEWPORT OR 97365 PC SUPPORT OF A SCIENCE PROGRAM PROVIDING PRESENTATIONS TO LOCAL SCHOOLS. 2500 OREGON CONSERVATORY OF PERFORMING ARTS PO BOX 1359 MEDFORD OR 97501 PC OPERATING FUNDS FOR A BOOKKEEPER, ASSISTANT ARTISTIC DIRECTOR, AND DONOR DEVELOPMENT CONSULTANT. 5000 OREGON MUSEUM OF SCIENCE & INDUSTRY 1945 SE WATER AVE PORTLAND OR 97214 PC SUPPORT OF BRINGING A VARIETY OF INTERACTIVE SCIENCE PROGRAMS TO SCHOOLS. 2500 OREGON NONPROFIT LEADERS CONFERENCE C/O UNITED WAY-769 SPRING ST MEDFORD OR 97504 PC SPONSORSHIP FOR SPRING 2015 CONFERENCE. 1500 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. 25000 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. 1000 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. 3000 PHOENIX COUNSELING CENTER PO BOX 1257 PHOENIX OR 97535 PC SUPPORT OF A PROGRAM WITH ARMADILLO TECHNICAL INSTITUE TO IMPROVE STUDENTS ACADEMIC SKILLS. 3500 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 ONE WEEK RESIDENTIAL PROGRAM AT SOU TO ENCOURAGE LATINO STUDENTS TO ATTEND COLLEGE. 10000 PLANNED PARENTHOOD OF SW OREGON 125 S CENTRAL AVE SUITE 201 MEDFORD OR 97501 PC TOWARD UPGRADING TECHNOLOGY SYSTEMS. 6000 PORTLAND OPERA 211 SE CARUTHERS ST PORTLAND OR 97214 PC TO BRING AN OPERA PRODUCTION TO LOCAL SCHOOLS AND COMMUNITIES. 2500 PROSPECT HIGH SCHOOL PO BOX 40 PROSPECT OR 97536 GOV STUDENT COLLEGE SCHOLARSHIPS. 1100 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. 7500 ROGUE RETREAT 529 N RIVERSIDE MEDFORD OR 97501 PC TO HELP PAY OFF THE REMAINING MORTGAGE ON HOUSING PROPERTIES. 7500 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. 3000 ROGUE RIVER HIGH SCHOOL PO BOX 1045 ROGUE RIVER OR 97537 GOV STUDENT COLLEGE SCHOLARSHIPS. 4500 ROGUE VALLEY CHORALE ASSOCIATION 319 7TH STREET ROGUE RIVER OR 97537 PC IN SUPPORT OF A CONCERT INVOLVING ALL ROGUE VALLEY CHORALE CHORUSES. 2000 ROGUE VALLEY HARMONIZERS 201 WAGON WHEEL DR MEDFORD OR 97504 PC SUPPORT OF A PROGRAM TEACHING SINGING TO STUDENTS AT HIDDEN VALLEY HIGH SCHOOL. 2250 ROGUE WORLD MUSIC 2305-C ASHLAND ST 421 ASHLAND OR 97520 PC FOR A NEW CHILDREN'S CHOIR. 2000 ROSE CIRCLE MENTORING NETWORK PO BOX 116 TALENT OR 97540 PC TO PROVIDE MENTORS TO YOUNG MOTHERS. 2500 SALVATION ARMY-GRANTS PASS PO BOX 1065 GRANTS PASS OR 97528 PC TOWARD THE PURCHASE AND DISTRIBUTION OF FOOD FOR PEOPLE IN NEED. 7500 SCIENCE WORKS HANDS-ON MUSEUM 1500 E MAIN ST ASHLAND OR 97520 PC SUPPORT FOR A VARIETY OF EDUCATIONAL PROGRAMS IN LOCAL SCHOOLS. 15000 SISKIYOU FIELD INSTITUTE PO BOX 207 SELMA OR 97538 PC TO SUPPORT A VARIETY OF EDUCATIONAL PROGRAMS WITH LOCAL SCHOOLS. 7500 SISKIYOU MOUNTAIN CLUB 340 A STREET SUITE 112 ASHLAND OR 97520 PC SUPPORT OF HIRING INTERNS FOR CONSERVATION STEWARDSHIP PROJECTS. 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 PROGRAM PROVIDING EDUCATIONAL SERVICES TO LOCAL LATINO FAMILIES. 17000 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. 4000 SOUTHERN OREGON PUBLIC TELEVISION 28 S FIR ST MEDFORD OR 97501 PC SUPPORT FOR THE TELEVISION PROGRAM "IMMENSE POSSIBILITIES". 7000 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. 1500 SPIRAL LIVING CENTER PO BOX 2093 CAVE JUNCTION OR 97523 PC TOWARD THE ESTABLISHMENT OF A NEW COMMUNITY RADIO STATION IN THE ILLINOIS VALLEY. 2500 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. 5000 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. 10000 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. 15000 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. 5000 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. 7000 THE DOME SCHOOL PO BOX 812 CAVE JUNCTION OR 97523 PC TOWARD CONSTRUCTION OF TWO NEW CLASSROOMS AND A LIBRARY. 10000 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. 5000 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. 4000 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. 5000 UNITED WAY OF JACKSON COUNTY 1457 E MCANDREWS RD MEDFORD OR 97504 PC IN SUPPORT OF GENERAL OPERATIONS. 20000 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. 5000 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. 10000 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. -5982 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. 1000 528868 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 BALLET FOLKLORICO RITMO ALEGRE PO BOX 795 TALENT OR 97540 PC DANCE PROGRAM AT KIDS UNLIMITED. 3000 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 CARE FOUNDATION 4616 25TH AVE NE 477 SEATTLE WA 30303 PC A GRANT MADE IN MEMORY OF HELEN BUNDY CARPENTER. 3000 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 CRATERIAN PERFORMANCES COMPANY 23 S CENTRAL AVE MEDFORD OR 97501 PC PURCHASE AND INSTALLATION OF FRONT FILL SPEAKERS FOR THE AUDITORIUM. 10000 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 FAMILY SOLUTIONS 1836 FREMONT ST ASHLAND OR 97520 PC FOR RENOVATIONS AT THE GIRLS GROUP HOME. 4900 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 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 LIBRARY SYSTEM 205 S CENTRAL AVE MEDFORD OR 97501 GOV A GRANT TO PURCHASE BOOKS IN MEMORY OF ALFRED SV CARPENTER. 3000 LA CLINICA DEL VALLE 3617 S PACIFIC HWY MEDFORD OR 97501 PC TO ASSIST WITH THE PURCHASE AND REMODELING OF A MEDICAL FACILITY. 25000 MAGDALENE HOME 12 BLACK OAK DRIVE MEDFORD OR 97504 PC IN SUPPORT OF A PROGRAM SERVING TEENAGE MOTHERS. 3000 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 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 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 REACHING OUR COMMUNITY 564 SW FOUNDRY ST GRANTS PASS OR 97526 PC IN SUPPORT OF STAFF POSITIONS AT THE ROC FOOD BANK. 10000 ROGUE COMMUNITY COLLEGE FOUNDATION 3345 REDWOOD HWY GRANTS PASS OR 97527 PC FOR JACKSON & JOSEPHINE COUNTY SCHOLARSHIPS. 25000 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 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 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 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 UNIVERSITY 1250 SISKIYOU BLVD ASHLAND OR 97520 GOV IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. 25000 ST CLAIR PRODUCTIONS PO BOX 835 ASHLAND OR 97520 PC TO SUPPORT THE ECLECTIC MUSIC SERIES. 2000 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 YOUTH SYMPHONY OF SOUTHERN OREGON PO BOX 4291 MEDFORD OR 97501 PC IN SUPPORT OF GENERAL OPERATIONS. 8000 211400 14 19 14 1100510 18 529846 UBI FROM PARTNERSHIPS 900099 10295 NET NON-UBI FROM PARTNERSHIP INVESTMENTS 14 -1886 10295 1628489 0 1638784 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 11180 5590 5590 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 3197 SL 7.000000000000 599 0 CONFERENCE TABLE 2013-09-30 3514 376 SL 7.000000000000 502 0 EUGENE DEBBS POTTS FOUNDATION PO BOX 324 MERLIN OR 97532 2014-10-02 1000 TOWARD THE PURCHASE OF ALL-WEATHER SIGNS FOR OUTDOOR DISPLAYS AT THE POTTSVILLE HISTORICAL MUSEUM. 1000 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSION. FINAL FINANCIAL AND NARRATIVE REPORTS WERE RECEIVED IN FEBRUARY 2015. 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 885555 698416 41371.07 SHARES CRM SMALL/MID CAP VALUE FUND 589474 646216 5170.5502 SHARES DODGE & COX: DODGE & COX STOCK FUND 559080 933130 42463.486 SHARES DODGE & COX: DODGE & COX INTERNATIONAL STOCK 1890269 1857778 167727.147 SHARES PIMCO TOTAL FUND 1823840 1774553 124396.906 SHARES PIMCO-ALL ASSET FUND 1300439 1117084 164466.125 SHARES PIMCO IRMAF 1564261 1414409 34983.477 SHARES PRIMECAP-ODYSSEY GROWTH FUND 820921 952250 3970.072 SHARES VANGUARD 500 PORTFOLIO 350171 755743 9500.344 SHARES VANGUARD-EXT MRK 426003 663124 69257.885 SHARES VANGUARD-TOTAL INT STOCK 1785217 1872733 81671.372 SHARES WESTWOD-INCOME OPPORTUNITY FUND 1104223 1183418 SOVEREIGN I NEW MILLENNIUM FUND-#314 AT COST 23537 8 SOVEREIGN II NEW MILLENIUM FUND - #414 AT COST 68459 47434 GROSVENOR INSTITUTIONAL PARTNER AT COST 22004 1196273 NORTHGATE PRIVATE EQUITIES AT COST 126788 130090 NORTHGATE PRIVATE EQUITIES II AT COST 230773 202218 NORTHGATE PRIVATE EQUITIES III AT COST 322919 285379 NORTHGATE VENTURE II AT COST 281549 404808 NORTHGATE-VENTURE III AT COST 375848 537104 NORTHGATE IV AT COST 318242 470869 NORTHGATE V AT COST 299882 433217 PACIFIC DIVERSIFIED STRATEGIES AT COST 795760 1164893 8051.112 SHARES RREFF AT COST 694237 289536 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 3796 399 CONFERENCE TABLE 3514 878 2636 DEPOSIT 933 933 933 TELEPHONE 2186 1093 1093 OFFICE EXPENSES 5011 2506 2506 EQUIPMENT REPAIR & MAINT. 1136 568 568 INSURANCE 4529 906 3623 DUES AND SUBSCRIPTIONS 1539 770 769 ANNUAL REPORT 1689 845 844 BOARD EXPENSES 1725 173 1552 OTHER EXPENSES 1735 868 867 UBI FROM PARTNERSHIPS 10295 10295 NET NON-UBI FROM PARTNERSHIP INVESTMENTS -1886 -1886 -1886 DEFERRED EXCISE TAXES 38000 23700 EXCISE TAX PAYABLE 10380 12011 ACCRUED EXPENSES 0 3684 INVESTMENT MANAGEMENT FEES 19523 19523 0 OREGON CT-12 1200 0 1200 OREGON EXCISE TAX 150 150 0 PROVISION FOR FEDERAL EXCISE TAX 16436 0 0 PROVISION FOR FEDERAL UBI TAX 1394 0 0