CARPENTER FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CARPENTER FOUNDATION (EIN 93-0491360)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-01-22
- IRS object ID
- 201540229349100704
- Schema version
- 2013v4.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-22T19:26:47-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 SW YAMHILL ST STE 500 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | MEDFORD | City |
| State | OR | State |
| ZIP Code | 97504 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY MOSTUE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5417725851 | PhoneNum |
| Signature | 2015-01-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENNIS C JOHNSON | PreparerPersonNm |
| PTIN | P00012997 | PTIN |
| Phone | 5032270581 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,912,465 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $23 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $724,780 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $724,780 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $496,568 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,822,471 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $496,568 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$52,084 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$54,606 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,169,287 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,166,765 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $39,251 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,550 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $15,701 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $94,516 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $21,610 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $72,906 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $17,066 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,341 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,725 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,787 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,893 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,894 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,765 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,882 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,883 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $23,256 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,256 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $56,467 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,672 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $11,039 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $976 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $976 | 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 | $21,324 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,674 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,650 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $293,198 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $99,854 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $151,588 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $711,339 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $711,339 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,004,537 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $99,854 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $862,927 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $164,750 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,066,911 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $142,706 | CashBOYAmt |
| Cash EOY | $15,314 | CashEOYAmt |
| Cash EOYFMV | $15,314 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,581 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,601 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,601 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,211,712 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,602,308 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,426,647 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,524,249 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,470,995 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,446,834 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $19,437 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,301 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,598 | LandBOYAmt |
| Land EOY | $4,136 | LandEOYAmt |
| Land EOYFMV | $4,136 | LandEOYFMVAmt |
| Other Assets BOY | $18,211 | OtherAssetsBOYAmt |
| Other Assets EOY | $933 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $933 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $15,918,057 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,112,287 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,912,465 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $177,100 | GrantsPayableBOYAmt |
| Grants Payable EOY | $179,100 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $20,900 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $48,380 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $198,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $227,480 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $15,647,626 | UnrestrictedBOYAmt |
| Unrestricted EOY | $15,884,807 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $72,431 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $0 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,720,057 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,884,807 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,918,057 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,112,287 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,720,057 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $164,750 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $15,884,807 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,884,807 | 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 | $3,822,471 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,325,903 | CostOrOtherBasisAmt |
| Gain Or Loss | $496,568 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $496,568 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $496,568 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $872,874 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,355,533 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050294 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $855,872 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,836,509 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050834 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $775,582 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $17,193,422 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045109 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $814,323 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $15,957,050 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051032 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $860,557 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,905,091 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054106 | DistributionYr5Rt |
| Total Distribution | 0.251375 | TotalDistributionRt |
| Average Distribution | 0.050275 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,758,685 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $943,093 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,669 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $953,762 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $862,927 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,338 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,338 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,338 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,624 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $14,300 | AppliedToEsTaxAmt |
| Total Payments And Credits | $26,924 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,586 | OverpaymentAmt |
| Applied To ES Tax | $5,586 | 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 | AddressLine1 |
| City | MEDFORD | City |
| State | OR | State |
| ZIP Code | 97504 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EMILY MOSTUE | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | TRUSTEE/PRESIDENT | 12.00 | $38,108 | $1,143 | $0 |
| KAREN C ALLAN | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | TRUSTEE/VP & SEC | 3.00 | $0 | $0 | $0 |
| WILLIAM MOFFAT | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | TRUSTEE/TREASURER/INVESTMENT MANAGER | 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 |
| MARK SCHIVELEY | ||||||||
| 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 |
| LINDA HUGLE | ||||||||
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,901,148 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $138,133 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,069 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,044,350 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,044,350 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $285,665 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,758,685 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $937,934 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $937,934 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,338 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $103 | IncomeTaxAmt |
| Total Tax | $21,441 | TotalTaxAmt |
| Distributable Before Adj | $916,493 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $916,493 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $916,493 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $862,927 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $862,927 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $862,927 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $916,493 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $89,081 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $862,927 | QualifyingDistributionsAmt |
| Applied To Year1 | $89,081 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $773,846 | 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 | $142,647 | 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 | AddressLine1 |
| City | MEDFORD | City |
| State | OR | State |
| ZIP Code | 97504 | ZIPCode |
| 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 (105 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESS INC | ||||||
| 3630 AVIATION WAY | MEDFORD | OR | 97504 | PC | PURCHASE OF NEEDED ACCESSORIES AND MAINTENANCE FOR EQUIPMENT LOANED THROUGH THE MEDICAL EQUIPMENT PROGRAM. | $10,000 |
| ADDICTIONS RECOVERY CENTER | ||||||
| 1003 W MAIN STREET | MEDFORD | OR | 97501 | PC | TOWARD THE PURCHASE OF ELECTRONIC HEALTH RECORD SOFTWARE. | $10,000 |
| AMERICAN HEART ASSOCIATION OF OREGON | ||||||
| 4380 SW MACADAM AVE | PORTLAND | OR | 97239 | PC | IN SUPPORT OF A PROGRAM TO TEACH 500 MIDDLE SCHOOL STUDENTS TO PERFORM CPR AND TO BE ABLE TO TEACH OTHERS. | $3,000 |
| APPLEGATE PARTNERSHIP | ||||||
| PO BOX 899 | JACKSONVILLE | OR | 97530 | PC | FOR COSTS ASSOCIATED WITH COMPLETING AN ASSESSMENT OF FISH PASSAGE BARRIERS ON CREEKS IN THE APPLEGATE WATERSHED, AS WELL AS RESTORING THEM. | $5,000 |
| ASHLAND CONTEMPORARY THEATRE | ||||||
| PO BOX 3284 | ASHLAND | OR | 97520 | PC | TO PURCHASE AN ENTRY LEVEL LIGHTING KIT FOR USE IN THE THEATRE. | $1,987 |
| ASHLAND EMERGENCY FOOD BANK | ||||||
| PO BOX 3578 | ASHLAND | OR | 97520 | PC | TOWARD THE PURCHASE OF FRESH FOOD TO BE DISTRIBUTED. | $5,000 |
| ASHLAND HIGH SCHOOL | ||||||
| 201 S MOUNTAIN AVE | ASHLAND | OR | 97520 | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $14,400 |
| BEAR CREEK WATERSHED EDUCATION PARTNERS | ||||||
| PO BOX 751 | ASHLAND | OR | 97520 | PC | IN SUPPORT OF A VARIETY OF EDUCATIONAL PROGRAMS, RENT, STUDENT TRANSPORTATION, SYMPOSIUM SUPPLIES AND BOARD OF DIRECTORS INSURANCE. | $2,200 |
| BOYS & GIRLS CLUBS OF THE ROGUE VALLEY | ||||||
| 203 SE 9TH STREET | GRANTS PASS | OR | 97526 | PC | IN SUPPORT OF AN AFTER SCHOOL PROGRAM PROVIDING HOMEWORK HELP, LEARNING ACTIVITIES AND CLASSES, AND FAMILY COMMUNICATION ACTIVITIES. | $10,000 |
| BRITT FESTIVALS | ||||||
| PO BOX 1124 | MEDFORD | OR | 97501 | PC | TOWARD COSTS ASSOCIATED WITH THE 2014 CLASSICAL MUSIC FESTIVAL. | $22,000 |
| BUTTE FALLS HIGH SCHOOL | ||||||
| 625 FIR | BUTTE FALLS | OR | 97522 | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $1,100 |
| CARE FOUNDATION | ||||||
| 1402 3RD AVE SUITE 912 | ATLANTA | GA | 30303 | PC | TO PROVIDE INTERNATIONAL ECONOMIC ASSISTANCE TO WOMEN IN POVERTY. | $3,000 |
| CASA OF JACKSON COUNTY | ||||||
| 613 MARKET STREET | MEDFORD | OR | 97504 | PC | IN SUPPORT OF IMPLEMENTING THE PEER COORDINATOR MODEL FOR THE JOSEPHINE COUNTY CASA PROGRAM AS IT TRANSITIONS TO BE PART OF JACKSON COUNTY CASA. | $7,000 |
| CENTER FOR NON-PROFIT LEGAL SERVICES | ||||||
| PO BOX 1586 | MEDFORD | OR | 97501 | PC | IN SUPPORT OF PROVIDING CITIZENSHIP INSTRUCTION AND NATURALIZATION APPLICATION SERVICES TO LOCAL RESIDENTS. | $8,000 |
| CHILDREN'S ADVOCACY CENTER OF JACKSON COUNTY | ||||||
| 816 W 10TH STREET | MEDFORD | OR | 97501 | PC | TOWARD THE PURCHASE OF STANDARDIZED MENTAL HEALTH ASSESSMENT TOOLS AND SPECIAL SUPPLIES FOR THERAPY SESSIONS WITH CHILDREN. | $5,500 |
| CITY OF JACKSONVILLE | ||||||
| PO BOX 7 | JACKSONVILLE | OR | 97530 | GOV | TOWARD THE COST OF UPGRADING THE LIGHTING FROM THE BRITT PARKING LOT UP TO THE BRITT ENTRANCE. | $7,500 |
| CLASSROOM LAW PROJECT | ||||||
| 620 SW MAIN ST SUITE 102 | PORTLAND | OR | 97205 | PC | IN SUPPORT OF TWO CIVIC EDUCATION PROGRAMS FOR STUDENTS AND TEACHERS IN JACKSON AND JOSEPHINE COUNTY SCHOOLS. | $6,000 |
| COLLEGE DREAMS INC | ||||||
| PO BOX 1407 | GRANTS PASS | OR | 97528 | PC | TO EXPAND A PROGRAM PROVIDING COLLEGE SCHOLARSHIP ASSISTANCE TO LOW-INCOME STUDENTS IN MEDFORD SCHOOLS. | $8,000 |
| COMMUNITY HEALTH CENTER | ||||||
| 19 MYRTLE STREET | MEDFORD | OR | 97504 | PC | IN SUPPORT OF GENERAL OPERATING COSTS. | $20,000 |
| COMPASS HOUSE | ||||||
| 1032 W MAIN STREET | MEDFORD | OR | 97501 | PC | FOR COSTS RELATED TO HIRING A CONSULTANT TO WORK THROUGH A STRATEGIC PLANNING PROCESS, AS WELL AS FOR STAFF TRAINING. | $10,000 |
| CONSUMER CREDIT COUNSELING SERV OF SO OREGON | ||||||
| 820 CRATER LAKE AVE 202 | MEDFORD | OR | 97504 | PC | IN SUPPORT OF A PROGRAM PROVIDING MONEY MANAGEMENT SERVICES TO LOCAL LOW-INCOME SENIORS. | $3,500 |
| COUNCIL ON FOUNDATIONS | ||||||
| 2121 CRYSTAL DR SUITE 700 | ARLINGTON | VA | 22202 | PC | PORTION OF MEMBERSHIP DUES THAT ARE USED FOR CHARITABLE PURPOSES. | $1,520 |
| CRATER HIGH SCHOOL | ||||||
| 300 ASH STREET | CENTRAL POINT | OR | 97502 | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $16,500 |
| CRATERIAN PERFORMANCES COMPANY | ||||||
| 23 S CENTRAL AVE | MEDFORD | OR | 97501 | PC | IN SUPPORT OF THE PROGRAMS AND OPERATIONS OF THE ORGANIZATION. | $5,000 |
| DANCING PEOPLE COMPANY | ||||||
| 310 OAK STREET SUITE 5 | ASHLAND | OR | 97520 | PC | IN SUPPORT OF A TWO WEEK DANCE RESIDENCY PROGRAM IN LOCAL HIGH SCHOOLS. | $5,000 |
| DOWN-SYNDROME ASSOCIATION OF SOUTHERN OREGON | ||||||
| 33 N CENTRAL AVE SUITE 205 | MEDFORD | OR | 97501 | PC | TOWARD TRANSLATING THE "READING ABOUT ME" BEGINNING READING PROGRAM INTO SPANISH. | $5,000 |
| EAGLE POINT HIGH SCHOOL | ||||||
| PO BOX 198 | EAGLE POINT | OR | 97524 | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $12,000 |
| EUGENE DEBBS POTTS FOUNDATION | ||||||
| PO BOX 324 | MERLIN | OR | 97532 | POF | TOWARD THE PURCHASE AND INSTALLATION OF 20 ALUMINUM SIGNS FOR OUTDOOR EXHIBITS AND DISPLAY BUILDINGS. | $1,000 |
| FAMILY SOLUTIONS | ||||||
| 358 S OAKDALE AVE | MEDFORD | OR | 97501 | PC | TOWARD THE PURCHASE OF COUCHES AND MATTRESSES FOR THE RESIDENTIAL GROUP HOME. | $4,600 |
| FRACTURED ATLAS PRODUCTIONS | ||||||
| 248 W 35TH ST 10TH FLOOR | NEW YORK | NY | 10001 | PC | IN SUPPORT OF THE OPERA WORKSHOP, OPERA SCENES CONCERT, VOCAL COMPETITION, AND WINNERS CONCERTS. | $3,000 |
| HEALTHY DEMOCRACY FUND | ||||||
| 519 SW PARK AVE SUITE 602 | PORTLAND | OR | 97205 | PC | IN SUPPORT OF A PROGRAM THAT WILL BRING CITIZENS FROM JACKSON COUNTY TOGETHER TO STUDY BALLOT MEASURES AND PROVIDE AN EVALUATION OF THEM. | $5,000 |
| HEALTHY U | ||||||
| PO BOX 1491 | CAVE JUNCTION | OR | 97523 | PC | IN SUPPORT OF A PSYCHO-EDUCATIONAL SUPPORT PROGRAM FOR TEEN AND PRE-TEEN GIRLS IN THE ILLINOIS VALLEY. | $4,000 |
| HEART & HOPE MUSIC | ||||||
| 321 S CLAY ST 98 | ASHLAND | OR | 97520 | PC | IN SUPPORT OF PROVIDING A MUSIC THERAPY PROGRAM IN LOCAL ELDER CARE HOMES AND INSTITUTIONS. | $3,000 |
| HEARTS WITH A MISSION | ||||||
| 711 MEDFORD CENTER 334 | MEDFORD | OR | 97504 | PC | FOR AN EDUCATIONAL COORDINATOR STAFF POSITION TO HELP YOUTH CONTINUE THEIR EDUCATION. | $3,000 |
| HOPE EQUESTRIAN CENTER | ||||||
| PO BOX 396 | EAGLE POINT | OR | 97524 | PC | TO PROVIDE SCHOLARSHIP ASSISTANCE TO INDIVIDUALS PARTICIPATING IN A THERAPEUTIC RIDING PROGRAM. | $6,000 |
| ILLINOIS RIVER VALLEY ARTS COUNCIL | ||||||
| PO BOX 522 | CAVE JUNCTION | OR | 97523 | PC | IN SUPPORT OF A BILINGUAL ARTS RESIDENCY PROGRAM AT CRATER HIGH SCHOOL. | $4,000 |
| ILLINOIS VALLEY FAMILY COALITION | ||||||
| 535 E RIVER STREET | CAVE JUNCTION | OR | 97523 | PC | TOWARD THE REPLACEMENT OF HVAC UNITS IN THE FACILITY. | $6,000 |
| JACKSON COUNTY LIBRARY SYSTEM | ||||||
| 205 S CENTRAL AVE | MEDFORD | OR | 97501 | PC | TOWARD THE PURCHASE OF BOOKS ON A VARIETY OF SUBJECTS. | $3,000 |
| JOSEPHINE COMMUNITY LIBRARIES | ||||||
| PO BOX 1684 | GRANTS PASS | OR | 97528 | PC | TOWARD COSTS ASSOCIATED WITH REPAIRING, REBUILDING AND MODERNIZING THE MATERIALS IN THE LIBRARY SYSTEM. | $15,000 |
| JOSEPHINE COUNTY FAIRGROUNDS | ||||||
| 500 NW 6TH STREET | GRANTS PASS | OR | 97526 | GOV | TOWARD CAPITAL IMPROVEMENTS AT THE ARTS & CRAFTS BUILDING AT THE FAIRGROUNDS. | $6,000 |
| JPR FOUNDATION INC | ||||||
| 1250 SISKIYOU BLVD | ASHLAND | OR | 97520 | PC | TOWARD THE RESTORATION OF THE HOLLY THEATRE AS A PERFORMING ARTS FACILITY. | $10,000 |
| KAIROS | ||||||
| 715 SW RAMSEY AVE | GRANTS PASS | OR | 97527 | PC | TOWARD THE PURCHASE OF VIDEO CONFERENCE EQUIPMENT FOR THE PROVISION OF MENTAL HEALTH SERVICES FOR CHILDREN. | $5,000 |
| KLAMATH-SISKIYOU WILDLANDS CENTER | ||||||
| PO BOX 102 | ASHLAND | OR | 97520 | PC | IN SUPPORT OF A PROGRAM TO FOSTER PUBLIC AWARENESS OF RARE BOTANICAL TREASURES AND IMPROVE THE ABILITY TO SECURE PROTECTIONS FOR THOSE AREAS. | $4,000 |
| LOMAKATSI RESTORATION PROJECT | ||||||
| PO BOX 3084 | ASHLAND | OR | 97520 | PC | IN SUPPORT OF A SUMMER PROGRAM FOR LOCAL YOUTH TO PARTICIPATE IN A VARIETY OF WATERSHED RESTORATION EDUCATION AND ACTIVITIES. | $6,000 |
| LOTUS RISING PROJECT | ||||||
| 711 MEDFORD CENTER 154 | MEDFORD | OR | 97504 | PC | TO PROVIDE AN ANTI-BULLYING OUTREACH PROGRAM IN LOCAL SCHOOLS ON BEHALF OF LESBIAN, BISEXUAL, GAY AND TRANSGENDER YOUTH. | $3,000 |
| MAGDALENE HOME | ||||||
| 12 BLACK OAK DRIVE | MEDFORD | OR | 97504 | PC | FOR THE RESIDENT EMERGENCY FUND AND FOR GENERAL OPERATING EXPENSES. | $3,000 |
| MASLOW PROJECT | ||||||
| 500 MONROE STREET | MEDFORD | OR | 97501 | PC | TO PROVIDE CASE MANAGEMENT AND WRAP-AROUND SUPPORT SERVICES TO HOMELESS STUDENTS AND THEIR FAMILIES. | $10,000 |
| MEDFORD FIRST CHRISTIAN CHURCH | ||||||
| 1900 CRATER LAKE AVE | MEDFORD | OR | 97504 | PC | TO PURCHASE FREE STANDING PLAY STATIONS FOR THE PRE-SCHOOL PLAYGROUND. | $1,500 |
| MEDIATION WORKS | ||||||
| 33 N CENTRAL AVE SUITE 219 | MEDFORD | OR | 97501 | PC | IN SUPPORT OF CONFLICT RESOLUTION EDUCATION IN LOCAL SCHOOLS. | $7,000 |
| MEDICAL TEAMS INTERNATIONAL | ||||||
| PO BOX 10 | PORTLAND | OR | 97207 | PC | IN SUPPORT OF A MOBILE DENTAL VAN PROVIDING FREE DENTAL CARE TO LOCAL LOW-INCOME RESIDENTS. | $5,000 |
| MIRACLE THEATRE GROUP | ||||||
| 425 SE 6TH AVE | PORTLAND | OR | 97214 | PC | IN SUPPORT OF A BILINGUAL ARTS RESIDENCY PROGRAM AT CRATER HIGH SCHOOL. | $1,500 |
| MULTICULTURAL ASSOCIATION OF SOUTHERN OREGON | ||||||
| PO BOX 795 | TALENT | OR | 97540 | PC | IN SUPPORT OF A SERIES OF WEEKLY FOLKLORIC DANCE CLASSES FOR LATINA MOTHERS AND DAUGHTERS. | $2,000 |
| NON-PROFIT ASSOCIATION OF OREGON | ||||||
| 5100 SW MACADAM AVE SUITE 360 | PORTLAND | OR | 97239 | PC | IN SUPPORT OF A SERIES OF TRAINING SESSIONS FOR LOCAL NON-PROFIT STAFF. | $10,000 |
| NORTH MEDFORD HIGH SCHOOL | ||||||
| 1900 N KEENE WAY DR | MEDFORD | OR | 97504 | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $21,500 |
| OREGON ALLIANCE OF IND COLLEGES AND UNIVERSITIES | ||||||
| 16101 SW 72ND AVE SUITE 100 | PORTLAND | OR | 97224 | PC | TO FUND SCHOLARSHIPS FOR STUDENTS TO STUDY AT PRIVATE COLLEGES AND UNIVERSITIES IN OREGON. | $6,500 |
| OREGON CONSERVATORY OF PERFORMING ARTS | ||||||
| PO BOX 1359 | MEDFORD | OR | 97501 | PC | FOR SCHOLARSHIPS FOR LOW-INCOME YOUTH TO PARTICIPATE IN VARIOUS YOUTH THEATRE PROGRAMS. | $4,000 |
| OREGON SHAKESPEARE FESTIVAL ASSOCIATION | ||||||
| PO BOX 158 | ASHLAND | OR | 97520 | PC | IN SUPPORT OF SPECIAL MATINEES AND DISCOUNT PRICE PERFORMANCES FOR STUDENTS AND LOW-INCOME RESIDENTS. | $25,000 |
| PARKSIDE ELEMENTARY SCHOOL | ||||||
| 735 SW WAGNER MEADOWS DR | GRANTS PASS | OR | 97526 | GOV | TOWARD THE FINAL PHASE OF CONSTRUCTING AN ALL-INCLUSIVE ACCESSIBLE PLAYGROUND. | $2,000 |
| PHOENIX HIGH SCHOOL | ||||||
| PO BOX 697 | PHOENIX | OR | 97535 | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $9,100 |
| PHOENIX-TALENT SCHOOL DISTRICT | ||||||
| PO BOX 698 | PHOENIX | OR | 97535 | GOV | IN SUPPORT OF A 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 | IN SUPPORT OF A HEALTH FAIR TO OFFER SEXUAL HEALTH SERVICES TO LESBIAN, GAY, BISEXUAL, TRANSGENDER AND QUESTIONING YOUTH AND ADULTS. | $3,000 |
| PROSPECT HIGH SCHOOL | ||||||
| PO BOX 40 | PROSPECT | OR | 97536 | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $1,100 |
| REACHING OUR COMMUNITY | ||||||
| 564 SW FOUNDRY ST | GRANTS PASS | OR | 97526 | PC | IN SUPPORT OF STAFFING COSTS RELATED TO OPERATION OF THE FOOD PANTRY. | $10,000 |
| ROGUE BASIN COORDINATIONG COUNCIL | ||||||
| PO BOX 1214 | MEDFORD | OR | 97501 | PC | IN SUPPORT OF THE ACTIVITIES AND INITIATIVES COORDINATED BY THE RBCC. | $3,000 |
| ROGUE COMMUNITY COLLEGE FOUNDATION | ||||||
| 3345 REDWOOD HWY | GRANTS PASS | OR | 97527 | PC | FOR JACKSON & JOSEPHINE COUNTY SCHOLARSHIPS. | $25,000 |
| ROGUE GALLERY & ART CENTER | ||||||
| 40 S BARTLETT ST | MEDFORD | OR | 97501 | PC | SUPPORT FOR THE 2014 VISUAL ART EXHIBITION SERIES AND ITS RELATED LECTURES AND EVENTS. | $7,500 |
| ROGUE RETREAT | ||||||
| 529 N RIVERSIDE | MEDFORD | OR | 97501 | PC | TO ASSIST WITH REDUCING THE ORGANIZATION'S DEBT/MORTGAGE ON HOUSING FACILITIES FOR LOW-INCOME, HOMEL | $7,500 |
| ROGUE RIVER HIGH SCHOOL | ||||||
| PO BOX 1045 | ROGUE RIVER | OR | 97537 | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $4,500 |
| ROGUE RIVER MURAL SOCIETY | ||||||
| PO BOX 546 | ROGUE RIVER | OR | 97537 | PC | TOWARD THE PAINTING OF A 107 FOOT LONG MURAL DEPICTING A LOGGING SCENE FROM 1900 ON THE OUTSIDE WALL OF MAIN BUILDING SUPPLY. | $1,000 |
| ROGUE VALLEY CHORALE ASSOCIATION | ||||||
| 319 7TH STREET | ROGUE RIVER | OR | 97537 | PC | IN SUPPORT OF COSTS ASSOCIATED WITH PRODUCING THE 2013 HOLIDAY CONCERT AT THE CRATERIAN THEATRE. | $3,000 |
| ROGUE VALLEY COUNCIL OF GOVERNMENTS | ||||||
| PO BOX 3275 | CENTRAL POINT | OR | 97502 | GOV | TOWARD THE PURCHASE OF AN EXTENDED CARGO VAN TO TRANSPORT FOOD TO MEAL SITES. | $8,000 |
| ROGUE VALLEY FARM TO SCHOOL | ||||||
| PO BOX 898 | ASHLAND | OR | 97520 | PC | IN SUPPORT OF HIRING A PART-TIME ADMINISTRATIVE ASSISTANT. | $5,000 |
| ROGUE VALLEY SYMPHONY | ||||||
| 1250 SISKIYOU BLVD | ASHLAND | OR | 97520 | PC | IN SUPPORT OF THE CHAMBER PLAYERS IN THE CLASSROOM AND CLASSICAL COACHES IN THE CLASSROOM PROGRAMS IN LOCAL SCHOOLS. | $10,000 |
| ROOTS & WINGS CHILD DEVELOPMENT | ||||||
| 3703 INTERNATIONAL WAY | MEDFORD | OR | 97504 | PC | TO PROVIDE TUITION ASSISTANCE FOR LOW-INCOME CHILDREN TO PARTICIPATE IN THE COMMUNITY PRE-SCHOOL. | $3,500 |
| ROSE CIRCLE MENTORING NETWORK | ||||||
| PO BOX 116 | TALENT | OR | 97540 | PC | IN SUPPORT OF A PROGRAM PROVIDING VOLUNTEER MENTORS TO YOUNG MOTHERS. | $2,500 |
| RUSK RANCH NATURE CENTER | ||||||
| PO BOX 872 | CAVE JUNCTION | OR | 97523 | PC | IN SUPPORT OF HIRING A PROFESSIONAL BUILDING DESIGNER TO WORK WITH LOCAL SENIOR CLASS STUDENTS TO CREATE A PRELIMINARY DESIGN FOR THE RUSK RANCH NATURE CENTER FACILITY. | $1,000 |
| SALVATION ARMY | ||||||
| PO BOX 757 | MEDFORD | OR | 97501 | PC | TO PROVIDE EMERGENCY FUNDS TO LOW-INCOME LOCAL FAMILIES FOR ONE-TIME ENERGY AND RENT ASSISTANCE. | $10,000 |
| SISKIYOU FIELD INSTITUTE | ||||||
| PO BOX 207 | SELMA | OR | 97538 | PC | IN SUPPORT OF A VARIETY OF FIELD-BASED NATURAL HISTORY EDUCATION PROGRAMS FOR CHILDREN IN GRADES 3-7. | $7,000 |
| SISKIYOU MOUNTAIN CLUB | ||||||
| 340 A STREET SUITE 112 | ASHLAND | OR | 97520 | PC | FOR A PROGRAM PROVIDING AND PAYING HIGH SCHOOL STUDENTS TO WORK ON WILDERNESS TRAIL PROJECTS, AS WELL AS PROVIDING THEM WITH A SCHOLARSHIP AWARD FOR COLLEGE. | $4,000 |
| SISKIYOU VIOLINS | ||||||
| 989 GOLDEN ASPEN PLACE | ASHLAND | OR | 97520 | PC | FOR GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR PRIVATE MUSIC CLASSES FOR PARTICIPATING STUDENTS. | $3,000 |
| SOLAR FOR ALL INC | ||||||
| 6342 SCHROEDER LANE | GRANTS PASS | OR | 97527 | PC | TOWARD THE PURCHASE AND INSTALLATION OF SOLAR PHOTOVOLTAIC POWER FOR HOMES BEING BUILT BY ROGUE VALLEY HABITAT FOR HUMANITY. | $2,000 |
| SOUTH MEDFORD HIGH SCHOOL | ||||||
| 815 S OAKDALE AVENUE | MEDFORD | OR | 97501 | GOV | IN SUPPORT OF A JOINT PROGRAM WITH RCC FOR HIGH SCHOOL STUDENTS TO COMPLETE THE BASIC HEALTHCARE CERTIFICATE PROGRAM. | $2,500 |
| 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 | IN SUPPORT OF A PROGRAM PROVIDING EARLY LITERACY, LANGUAGE AND BEHAVIORAL SUPPORT TO VERY YOUNG CHILDREN WITH DISABILITIES. | $4,000 |
| SOUTHERN OREGON GUILD | ||||||
| PO BOX 1596 | CAVE JUNCTION | OR | 97523 | PC | TO PURCHASE SOUND AND PROJECTION EQUIPMENT FOR USE AT THE ARTISTS CENTER. | $2,000 |
| SOUTHERN OREGON HISTORICAL SOCIETY | ||||||
| 106 N CENTRAL | MEDFORD | OR | 97501 | PC | IN SUPPORT OF STAFFING AND FUNDING A PROFESSIONAL DEVELOPMENT OFFICE. | $12,000 |
| SOUTHERN OREGON UNIVERSITY | ||||||
| 1250 SISKIYOU BLVD | ASHLAND | OR | 97520 | PC | IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. | $25,000 |
| ST CLAIR PRODUCTIONS | ||||||
| PO BOX 835 | ASHLAND | OR | 97520 | PC | IN SUPPORT OF THE 2014-15 FOLK MUSIC SEASON. | $1,500 |
| ST VINCENT DE PAUL SOCIETY | ||||||
| 132 SE H STREET | GRANTS PASS | OR | 97526 | PC | TO PROVIDE RENT AND UTILITY ASSISTANCE TO LOW-INCOME RESIDENTS OF JOSEPHINE COUNTY. | $8,000 |
| ST VINCENT DE PAUL SOCIETY | ||||||
| PO BOX 1663 | MEDFORD | OR | 97501 | PC | TO PROVIDE ASSISTANCE FOR LOCAL LOW INCOME FAMILIES TO PREVENT HOME UTILITIES FROM BEING DISCONNECTE | $15,000 |
| START MAKING A READER TODAY | ||||||
| 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 YOUTH SERVICES INC | ||||||
| PO BOX 233 | WOLF CREEK | OR | 97497 | PC | TOWARD COSTS ASSOCIATED WITH PROVIDING A VARIETY OF PROGRAMS AND SERVICES TO LOCAL YOUTH AND THEIR FAMILIES. | $8,000 |
| SUSTAINABLE MARKETS FOUNDATION | ||||||
| 45 W 36TH ST SIXTH FLOOR | NEW YORK | NY | 10018 | PC | TO HIRE A PART-TIME ORGANIZER TO RECRUIT VOLUNTEERS, ORGANIZE A CLIMATE ACTION CONFERENCE, AND TO DEVELOP FUNDING OPPORTUNITIES. | $5,000 |
| UNITED COMMUNITY ACTION NETWORK | ||||||
| 2448 W HARVARD AVE | ROSEBURG | OR | 97470 | PC | TOWARD THE PURCHASE AND INSTALLATION OF BAR CODING SOFTWARE FOR USE AT 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 |
| UPPER ROGUE WATERSHED ASSOCIATION | ||||||
| PO BOX 1128 | SHADY COVE | OR | 97539 | PC | FOR COSTS RELATED TO MERGING FOUR LOCAL WATERSHED COUNCILS INTO ONE. | $4,000 |
| VETERANS IN RECOVERY | ||||||
| 107 E MAIN STREET SUITE 9 | MEDFORD | OR | 97504 | PC | IN SUPPORT OF A FIVE DAY PEER SUPPORT TRAINING PROGRAM TO INCREASE THE NUMBER OF CERTIFIED RECOVERY MENTORS. | $3,000 |
| VOLPACT INC | ||||||
| PO BOX 4 | MEDFORD | OR | 97501 | PC | IN SUPPORT OF THE GENERAL OPERATIONS OF THE ORGANIZATION. | $5,000 |
| WHITE OAK FARM & EDUCATION CENTER | ||||||
| 1940 KINCAID RD | WILLIAMS | OR | 97544 | PC | IN SUPPORT OF A THREE DAY, TWO NIGHT RESIDENTIAL FARM CAMPING EXPERIENCE FOR LOCAL YOUTH AGES 12-16 YEARS. | $2,000 |
| WILDLIFE IMAGES | ||||||
| PO BOX 36 | MERLIN | OR | 97532 | PC | IN SUPPORT OF A PROGRAM BRINGING ELEMENTARY SCHOOL STUDENTS TO WILDLIFE IMAGES FOR A HANDS-ON SCIENCE EDUCATIONAL PROGRAM. | $3,000 |
| YOGA BLUE | ||||||
| 3130 E OJAI AVE | CAMARILLO | CA | 93012 | PC | FOR A PROGRAM PROVIDING A VARIETY OF MIND-BODY THERAPIES TO YOUTH RESIDING IN THE LITHIA SPRINGS RESIDENTIAL TREATMENT HOMES. | $2,000 |
| YOUTH SYMPHONY OF SOUTHERN OREGON | ||||||
| PO BOX 4291 | MEDFORD | OR | 97501 | PC | GENERAL OPERATING SUPPORT FOR THE 2014-15 CONCERT SEASON. | $8,000 |
| OREGON NONPROFIT LEADERS CONFERENCE (FISCAL SPON UNITED WAY JACKSON CNTY) | ||||||
| 1457 EAST MCANDREWS | MEDFORD | OR | 97504 | PC | TO SUPPORT ANNUAL OREGON NONPROFIT LEADERS CONFERENCE. | $1,500 |
| PRIOR YEAR GRANT PROCEEDS RETURNED | ||||||
| N/A | NA | OR | 97504 | N/A | PRIOR YEAR GRANT PROCEEDS RETURNED TO CARPENTER FOUNDATION IN THE CURRENT YEAR. | -$6,468 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $711,339 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $724,780 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $496,568 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| UBI FROM PARTNERSHIPS | 900099 | $2,522 | ||
| NET NON-UBI LOSS FROM PARTNERSHIP INVESTMENTS | 14 | -$54,606 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $2,522 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,166,765 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,169,287 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $15,765 | Amt |
| Net Investment Income | $7,882 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,883 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $12,602,308 | EOYBookValueAmt |
| EOYFMV | $14,426,647 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LIMITED PARTNERSHIP INTERESTS | AT COST | $2,581,851 | $5,023,159 |
| OTHER EQUITY SECURITIES | AT COST | $889,144 | $423,675 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $9,787 | LegalFeesAmt |
| Net Investment Income | $4,893 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,894 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EXCISE TAX RECEIVABLE | $17,278 | $0 | $0 |
| DEPOSIT | $933 | $933 | $933 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE | $2,150 | $1,075 | $1,075 |
| OFFICE EXPENSES | $5,028 | $2,514 | $2,514 |
| EQUIPMENT REPAIR & MAINT. | $2,684 | $1,342 | $1,342 |
| INSURANCE | $4,410 | $882 | $3,528 |
| DUES AND SUBSCRIPTIONS | $1,457 | $728 | $729 |
| ANNUAL REPORT | $1,519 | $759 | $760 |
| BOARD EXPENSES | $1,660 | $166 | $1,494 |
| OTHER EXPENSES | $2,416 | $1,208 | $1,208 |
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 | $2,522 | $2,522 | |
| NET NON-UBI LOSS FROM PARTNERSHIP INVESTMENTS | -$54,606 | -$54,606 | -$54,606 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED EXCISE TAXES | $20,900 | $38,000 |
| EXCISE TAX PAYABLE | $0 | $10,380 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $23,256 | Amt |
| Net Investment Income | $23,256 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAX EXPENSE | $10,359 | $3,522 | $6,837 |
| OREGON CT-12 | $1,200 | $0 | $1,200 |
| OREGON EXCISE TAX | $150 | $150 | $0 |
| PROVISION FOR FEDERAL EXCISE TAX | $21,412 | $0 | $0 |
| LICENSES AND FEES | $6,004 | $0 | $3,002 |
| DEFERRED TAX BENEFIT | $17,100 | $0 | $0 |
| PROVISION FOR FEDERAL UBI TAX | $242 | $0 | $0 |
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