2015-01-22T19:26:47-06:00 2014-06-30 930900579 MCDONALD JACOBS PC 520 SW YAMHILL ST STE 500 PORTLAND OR 97204 990PF 2013-07-01 930491360 THE CARPENTER FOUNDATION CARP 5417725851 824 EAST MAIN ST NO 102 MEDFORD OR 97504 EMILY MOSTUE PRESIDENT 5417725851 2015-01-13 1 DENNIS C JOHNSON P00012997 5032270581 2013 2016-04-25 22:37:26Z X 19912465 X X 23 23 724780 724780 496568 3822471 496568 -52084 -54606 1169287 1166765 39251 23550 15701 94516 21610 72906 17066 5341 11725 9787 4893 4894 15765 7882 7883 23256 23256 0 56467 3672 11039 976 976 14790 0 14790 21324 8674 12650 293198 99854 151588 711339 711339 1004537 99854 862927 164750 1066911 142706 15314 15314 19581 18601 18601 11211712 12602308 14426647 4524249 3470995 5446834 19437 15301 1598 4136 4136 18211 933 933 15918057 16112287 19912465 177100 179100 20900 48380 198000 227480 X 15647626 15884807 72431 0 15720057 15884807 15918057 16112287 15720057 164750 0 15884807 0 15884807 SALES OF SECURITIES P 3822471 3325903 496568 496568 496568 0 872874 17355533 0.050294 855872 16836509 0.050834 775582 17193422 0.045109 814323 15957050 0.051032 860557 15905091 0.054106 0.251375 0.050275 18758685 943093 10669 953762 862927 21338 0 21338 0 21338 12624 14300 26924 5586 5586 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 0 0 0 0 0 EMILY MOSTUE 824 E MAIN STREET SUITE 102 MEDFORD OR 97504 TRUSTEE/PRESIDENT 12.00 38108 1143 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 NONE 0 NONE 0 0 18901148 138133 5069 19044350 0 0 19044350 285665 18758685 937934 937934 21338 103 21441 916493 0 916493 0 916493 862927 0 862927 0 862927 916493 89081 0 0 862927 89081 0 0 773846 0 0 0 0 0 0 0 0 142647 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. ACCESS INC 3630 AVIATION WAY MEDFORD OR 97504 PC PURCHASE OF NEEDED ACCESSORIES AND MAINTENANCE FOR EQUIPMENT LOANED THROUGH THE MEDICAL EQUIPMENT PROGRAM. 10000 ADDICTIONS RECOVERY CENTER 1003 W MAIN STREET MEDFORD OR 97501 PC TOWARD THE PURCHASE OF ELECTRONIC HEALTH RECORD SOFTWARE. 10000 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. 3000 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. 5000 ASHLAND CONTEMPORARY THEATRE PO BOX 3284 ASHLAND OR 97520 PC TO PURCHASE AN ENTRY LEVEL LIGHTING KIT FOR USE IN THE THEATRE. 1987 ASHLAND EMERGENCY FOOD BANK PO BOX 3578 ASHLAND OR 97520 PC TOWARD THE PURCHASE OF FRESH FOOD TO BE DISTRIBUTED. 5000 ASHLAND HIGH SCHOOL 201 S MOUNTAIN AVE ASHLAND OR 97520 GOV STUDENT COLLEGE SCHOLARSHIPS. 14400 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. 2200 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. 10000 BRITT FESTIVALS PO BOX 1124 MEDFORD OR 97501 PC TOWARD COSTS ASSOCIATED WITH THE 2014 CLASSICAL MUSIC FESTIVAL. 22000 BUTTE FALLS HIGH SCHOOL 625 FIR BUTTE FALLS OR 97522 GOV STUDENT COLLEGE SCHOLARSHIPS. 1100 CARE FOUNDATION 1402 3RD AVE SUITE 912 ATLANTA GA 30303 PC TO PROVIDE INTERNATIONAL ECONOMIC ASSISTANCE TO WOMEN IN POVERTY. 3000 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. 7000 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. 8000 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. 5500 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. 7500 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. 6000 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. 8000 COMMUNITY HEALTH CENTER 19 MYRTLE STREET MEDFORD OR 97504 PC IN SUPPORT OF GENERAL OPERATING COSTS. 20000 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. 10000 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. 3500 COUNCIL ON FOUNDATIONS 2121 CRYSTAL DR SUITE 700 ARLINGTON VA 22202 PC PORTION OF MEMBERSHIP DUES THAT ARE USED FOR CHARITABLE PURPOSES. 1520 CRATER HIGH SCHOOL 300 ASH STREET CENTRAL POINT OR 97502 GOV STUDENT COLLEGE SCHOLARSHIPS. 16500 CRATERIAN PERFORMANCES COMPANY 23 S CENTRAL AVE MEDFORD OR 97501 PC IN SUPPORT OF THE PROGRAMS AND OPERATIONS OF THE ORGANIZATION. 5000 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. 5000 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. 5000 EAGLE POINT HIGH SCHOOL PO BOX 198 EAGLE POINT OR 97524 GOV STUDENT COLLEGE SCHOLARSHIPS. 12000 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. 1000 FAMILY SOLUTIONS 358 S OAKDALE AVE MEDFORD OR 97501 PC TOWARD THE PURCHASE OF COUCHES AND MATTRESSES FOR THE RESIDENTIAL GROUP HOME. 4600 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. 3000 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. 5000 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. 4000 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. 3000 HEARTS WITH A MISSION 711 MEDFORD CENTER 334 MEDFORD OR 97504 PC FOR AN EDUCATIONAL COORDINATOR STAFF POSITION TO HELP YOUTH CONTINUE THEIR EDUCATION. 3000 HOPE EQUESTRIAN CENTER PO BOX 396 EAGLE POINT OR 97524 PC TO PROVIDE SCHOLARSHIP ASSISTANCE TO INDIVIDUALS PARTICIPATING IN A THERAPEUTIC RIDING PROGRAM. 6000 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. 4000 ILLINOIS VALLEY FAMILY COALITION 535 E RIVER STREET CAVE JUNCTION OR 97523 PC TOWARD THE REPLACEMENT OF HVAC UNITS IN THE FACILITY. 6000 JACKSON COUNTY LIBRARY SYSTEM 205 S CENTRAL AVE MEDFORD OR 97501 PC TOWARD THE PURCHASE OF BOOKS ON A VARIETY OF SUBJECTS. 3000 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. 15000 JOSEPHINE COUNTY FAIRGROUNDS 500 NW 6TH STREET GRANTS PASS OR 97526 GOV TOWARD CAPITAL IMPROVEMENTS AT THE ARTS & CRAFTS BUILDING AT THE FAIRGROUNDS. 6000 JPR FOUNDATION INC 1250 SISKIYOU BLVD ASHLAND OR 97520 PC TOWARD THE RESTORATION OF THE HOLLY THEATRE AS A PERFORMING ARTS FACILITY. 10000 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. 5000 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. 4000 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. 6000 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. 3000 MAGDALENE HOME 12 BLACK OAK DRIVE MEDFORD OR 97504 PC FOR THE RESIDENT EMERGENCY FUND AND FOR GENERAL OPERATING EXPENSES. 3000 MASLOW PROJECT 500 MONROE STREET MEDFORD OR 97501 PC TO PROVIDE CASE MANAGEMENT AND WRAP-AROUND SUPPORT SERVICES TO HOMELESS STUDENTS AND THEIR FAMILIES. 10000 MEDFORD FIRST CHRISTIAN CHURCH 1900 CRATER LAKE AVE MEDFORD OR 97504 PC TO PURCHASE FREE STANDING PLAY STATIONS FOR THE PRE-SCHOOL PLAYGROUND. 1500 MEDIATION WORKS 33 N CENTRAL AVE SUITE 219 MEDFORD OR 97501 PC IN SUPPORT OF CONFLICT RESOLUTION EDUCATION IN LOCAL SCHOOLS. 7000 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. 5000 MIRACLE THEATRE GROUP 425 SE 6TH AVE PORTLAND OR 97214 PC IN SUPPORT OF A BILINGUAL ARTS RESIDENCY PROGRAM AT CRATER HIGH SCHOOL. 1500 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. 2000 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. 10000 NORTH MEDFORD HIGH SCHOOL 1900 N KEENE WAY DR MEDFORD OR 97504 GOV STUDENT COLLEGE SCHOLARSHIPS. 21500 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. 6500 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. 4000 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. 25000 PARKSIDE ELEMENTARY SCHOOL 735 SW WAGNER MEADOWS DR GRANTS PASS OR 97526 GOV TOWARD THE FINAL PHASE OF CONSTRUCTING AN ALL-INCLUSIVE ACCESSIBLE PLAYGROUND. 2000 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 IN SUPPORT OF A HEALTH FAIR TO OFFER SEXUAL HEALTH SERVICES TO LESBIAN, GAY, BISEXUAL, TRANSGENDER AND QUESTIONING YOUTH AND ADULTS. 3000 PROSPECT HIGH SCHOOL PO BOX 40 PROSPECT OR 97536 GOV STUDENT COLLEGE SCHOLARSHIPS. 1100 REACHING OUR COMMUNITY 564 SW FOUNDRY ST GRANTS PASS OR 97526 PC IN SUPPORT OF STAFFING COSTS RELATED TO OPERATION OF THE FOOD PANTRY. 10000 ROGUE BASIN COORDINATIONG COUNCIL PO BOX 1214 MEDFORD OR 97501 PC IN SUPPORT OF THE ACTIVITIES AND INITIATIVES COORDINATED BY THE RBCC. 3000 ROGUE COMMUNITY COLLEGE FOUNDATION 3345 REDWOOD HWY GRANTS PASS OR 97527 PC FOR JACKSON & JOSEPHINE COUNTY SCHOLARSHIPS. 25000 ROGUE GALLERY & ART CENTER 40 S BARTLETT ST MEDFORD OR 97501 PC SUPPORT FOR THE 2014 VISUAL ART EXHIBITION SERIES AND ITS RELATED LECTURES AND EVENTS. 7500 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 7500 ROGUE RIVER HIGH SCHOOL PO BOX 1045 ROGUE RIVER OR 97537 GOV STUDENT COLLEGE SCHOLARSHIPS. 4500 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. 1000 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. 3000 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. 8000 ROGUE VALLEY FARM TO SCHOOL PO BOX 898 ASHLAND OR 97520 PC IN SUPPORT OF HIRING A PART-TIME ADMINISTRATIVE ASSISTANT. 5000 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. 10000 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. 3500 ROSE CIRCLE MENTORING NETWORK PO BOX 116 TALENT OR 97540 PC IN SUPPORT OF A PROGRAM PROVIDING VOLUNTEER MENTORS TO YOUNG MOTHERS. 2500 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. 1000 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. 10000 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. 7000 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. 4000 SISKIYOU VIOLINS 989 GOLDEN ASPEN PLACE ASHLAND OR 97520 PC FOR GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR PRIVATE MUSIC CLASSES FOR PARTICIPATING STUDENTS. 3000 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. 2000 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. 2500 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 IN SUPPORT OF A PROGRAM PROVIDING EARLY LITERACY, LANGUAGE AND BEHAVIORAL SUPPORT TO VERY YOUNG CHILDREN WITH DISABILITIES. 4000 SOUTHERN OREGON GUILD PO BOX 1596 CAVE JUNCTION OR 97523 PC TO PURCHASE SOUND AND PROJECTION EQUIPMENT FOR USE AT THE ARTISTS CENTER. 2000 SOUTHERN OREGON HISTORICAL SOCIETY 106 N CENTRAL MEDFORD OR 97501 PC IN SUPPORT OF STAFFING AND FUNDING A PROFESSIONAL DEVELOPMENT OFFICE. 12000 SOUTHERN OREGON UNIVERSITY 1250 SISKIYOU BLVD ASHLAND OR 97520 PC IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. 25000 ST CLAIR PRODUCTIONS PO BOX 835 ASHLAND OR 97520 PC IN SUPPORT OF THE 2014-15 FOLK MUSIC SEASON. 1500 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. 8000 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 15000 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. 5000 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. 8000 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. 5000 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. 5000 UNITED WAY OF JACKSON COUNTY 1457 E MCANDREWS RD MEDFORD OR 97504 PC IN SUPPORT OF GENERAL OPERATIONS. 20000 UPPER ROGUE WATERSHED ASSOCIATION PO BOX 1128 SHADY COVE OR 97539 PC FOR COSTS RELATED TO MERGING FOUR LOCAL WATERSHED COUNCILS INTO ONE. 4000 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. 3000 VOLPACT INC PO BOX 4 MEDFORD OR 97501 PC IN SUPPORT OF THE GENERAL OPERATIONS OF THE ORGANIZATION. 5000 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. 2000 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. 3000 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. 2000 YOUTH SYMPHONY OF SOUTHERN OREGON PO BOX 4291 MEDFORD OR 97501 PC GENERAL OPERATING SUPPORT FOR THE 2014-15 CONCERT SEASON. 8000 OREGON NONPROFIT LEADERS CONFERENCE (FISCAL SPON UNITED WAY JACKSON CNTY) 1457 EAST MCANDREWS MEDFORD OR 97504 PC TO SUPPORT ANNUAL OREGON NONPROFIT LEADERS CONFERENCE. 1500 PRIOR YEAR GRANT PROCEEDS RETURNED N/A NA OR 97504 N/A PRIOR YEAR GRANT PROCEEDS RETURNED TO CARPENTER FOUNDATION IN THE CURRENT YEAR. -6468 711339 0 14 23 14 724780 18 496568 UBI FROM PARTNERSHIPS 900099 2522 NET NON-UBI LOSS FROM PARTNERSHIP INVESTMENTS 14 -54606 2522 1166765 0 1169287 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 15765 7882 7883 MUTUAL FUNDS 12602308 14426647 LIMITED PARTNERSHIP INTERESTS AT COST 2581851 5023159 OTHER EQUITY SECURITIES AT COST 889144 423675 LEGAL 9787 4893 4894 EXCISE TAX RECEIVABLE 17278 0 0 DEPOSIT 933 933 933 TELEPHONE 2150 1075 1075 OFFICE EXPENSES 5028 2514 2514 EQUIPMENT REPAIR & MAINT. 2684 1342 1342 INSURANCE 4410 882 3528 DUES AND SUBSCRIPTIONS 1457 728 729 ANNUAL REPORT 1519 759 760 BOARD EXPENSES 1660 166 1494 OTHER EXPENSES 2416 1208 1208 UBI FROM PARTNERSHIPS 2522 2522 NET NON-UBI LOSS FROM PARTNERSHIP INVESTMENTS -54606 -54606 -54606 DEFERRED EXCISE TAXES 20900 38000 EXCISE TAX PAYABLE 0 10380 INVESTMENT MANAGEMENT FEES 23256 23256 0 PAYROLL TAX EXPENSE 10359 3522 6837 OREGON CT-12 1200 0 1200 OREGON EXCISE TAX 150 150 0 PROVISION FOR FEDERAL EXCISE TAX 21412 0 0 LICENSES AND FEES 6004 0 3002 DEFERRED TAX BENEFIT 17100 0 0 PROVISION FOR FEDERAL UBI TAX 242 0 0