CARPENTER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CARPENTER FOUNDATION (EIN 93-0491360)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-01-14
- IRS object ID
- 202610149349100316
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-01-14T17:19:42-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 930900579 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCDONALD JACOBS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 SW SALMON ST STE 1100 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 930491360 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARPENTER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARP | BusinessNameControlTxt |
| Phone | 5417725851 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 824 EAST MAIN ST 102 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EMILY MOSTUE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5417725851 | PhoneNum |
| Signature | 2026-01-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANG AHN | PreparerPersonNm |
| PTIN | P00540880 | PTIN |
| Phone | 5032270581 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,853,135 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $13,725 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,725 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $791,407 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $791,407 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $364,881 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $879,111 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $364,881 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$20,372 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$20,524 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,149,641 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,149,489 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $53,162 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $31,897 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $21,265 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $114,359 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $28,529 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $85,830 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $24,155 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,731 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $18,424 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $13,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $21,967 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,967 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,184 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,565 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10,718 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,033 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $16,547 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $16,547 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $40,080 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,278 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,502 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $318,987 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $109,717 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $173,036 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,004,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,004,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,323,837 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $109,717 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,177,886 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$174,196 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,039,772 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $746,175 | CashBOYAmt |
| Cash EOY | $6,402 | CashEOYAmt |
| Cash EOYFMV | $6,402 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,660 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,665 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,665 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $16,374,514 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,935,595 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,597,020 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,515,314 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,597,437 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,230,801 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $36,888 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $28,074 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,497 | LandBOYAmt |
| Land EOY | $8,814 | LandEOYAmt |
| Land EOYFMV | $8,814 | LandEOYFMVAmt |
| Other Assets BOY | $3,780 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,433 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,433 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,649,940 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,558,346 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,853,135 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $246,650 | GrantsPayableBOYAmt |
| Grants Payable EOY | $302,050 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $50,303 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $77,505 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $296,953 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $379,555 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,352,987 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $18,178,791 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,352,987 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,178,791 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,649,940 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,558,346 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,352,987 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$174,196 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,178,791 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,178,791 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $879,111 | GrossSalesPriceAmt |
| Cost Or Other Basis | $514,230 | CostOrOtherBasisAmt |
| Gain Or Loss | $364,881 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $364,881 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $364,881 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,453 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,453 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,453 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,045 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,045 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $126 | EsPenaltyAmt |
| Overpayment | $4,466 | OverpaymentAmt |
| Applied To ES Tax | $4,466 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARPENTER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5417725851 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 824 E MAIN STREET SUITE 102 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EMILY MOSTUE | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | TRUSTEE/PRESIDENT | 30.00 | $51,617 | $1,545 | $0 |
| KAREN C ALLAN | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | TRUSTEE/VP & SEC | 3.00 | $0 | $0 | $0 |
| DAN THORNDIKE | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | TRUSTEE/TREASURER/INVESTMENT ADVISOR | 5.00 | $0 | $0 | $0 |
| SUE NAUMES | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | FAMILY TRUSTEE | 3.00 | $0 | $0 | $0 |
| DEBORAH AMEEN | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | PUBLIC TRUSTEE | 3.00 | $0 | $0 | $0 |
| STEVE BOYARSKY | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | PUBLIC TRUSTEE | 3.00 | $0 | $0 | $0 |
| BRUCE VAN ZEE | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | PUBLIC TRUSTEE | 3.00 | $0 | $0 | $0 |
| AMY CUDDY | ||||||||
| 824 E MAIN STREET SUITE 102 | MEDFORD | OR | 97504 | PUBLIC TRUSTEE | 3.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALISON MOSTUE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 824 E MAIN STREET SUITE 102 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PROGRAM OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $72,885 | CompensationAmt |
| Employee Benefits | $11,338 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,084,715 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,019 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,153,734 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,153,734 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $332,306 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,821,428 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,091,071 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,091,071 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,453 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,453 | TotalTaxAmt |
| Distributable Before Adj | $1,076,618 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,076,618 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,076,618 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,177,886 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,177,886 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,076,618 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $626,548 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,177,886 | QualifyingDistributionsAmt |
| Applied To Year1 | $626,548 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $551,338 | 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 | $525,280 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE CARPENTER FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 824 EAST MAIN ST NO 102 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5417725732 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD INCLUDE: 1) COVER LETTER SUMMARIZING PROJECT SCOPE, AMOUNT OF REQUEST, & CONTACT INFORMATION. 2) PROPOSAL (4 PAGES OR LESS): A) DESCRIPTION OF PROPOSAL/PROJECT, COMMUNITY NEEDS OR STRENGTHS IT ADDRESSES B) APPLICANT ORGANIZATION'S PURPOSE, SERVICES TO COMMUNITY, STAFFING & USE OF VOLUNTEERS, C) PROJECT BUDGET, SPECIFICALLY HOW GRANT FUNDS WILL BE USED, & OTHER POSSIBLE FUNDING SOURCES, D) DESCRIPTION OF FUTURE PROJECT FUNDING (IF APPLICABLE), E) PROJECT PLANNING PROCESS, STAFFING, & TIMELINE, F) RESULT EXPECTED & PROPOSED EVALUATION METHOD, G) ANY RECENT INDEPENDENT BOARD FUNDRAISING EFFORTS. 3) REQUIRED ATTACHMENTS (DO NOT STAPLE OR CLIP): A) DETAILED BUDGET FOR CURRENT YEAR & YEAR FOR WHICH THE PROJECT IS PROPOSED (IF DIFFERENT), B) INCOME STATEMENT & BALANCE SHEET FROM MOST RECENTLY COMPLETED FISCAL YEAR (OR AUDIT, IF AVAILABLE), C) LIST OF BOARD OF DIRECTORS, OCCUPATIONS, & ADDRESSES, D) BOARD APPROVAL OF APPLICATION, E) COPY OF IRS 501(C)(3) EXEMPTION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT APPLICATION DEADLINES ARE SET QUARTERLY. PLEASE CALL (541)772-5732 FOR DEADLINE DATES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANT APPLICATIONS WILL BE ACCEPTED ONLY FROM 501(C)(3) ORGANIZATIONS. NO GRANTS TO INDIVIDUALS WILL BE MADE. ONLY ONE GRANT PER YEAR TO ANY AGENCY IS USUALLY CONSIDERED. THE FOUNDATION MAKES GRANTS ONLY WITHIN JACKSON AND JOSEPHINE COUNTIES WITH THE EXCEPTION OF A FEW STATEWIDE PUBLIC INTEREST ISSUES DIRECTLY AFFECTING PERSONS LIVING IN THESE COUNTIES. THE FOUNDATION RARELY MAKES MULTI-YEAR GRANTS, GRANTS FOR HISTORICAL APPLICATIONS, HOSPITAL CONSTRUCTION OR EQUIPMENT, GROUP OR INDIVIDUAL TRIPS, OR ACTIVITIES FOR RELIGIOUS PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (116 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| THE UNDERSTORY INITIATIVE | ||||||||
| 2640 E BARNETT RD STE E 130 | MEDFORD | OR | 97504 | N/A | PC | TOWARD OPERATING SUPPORT TO HELP MANAGE GRANTS FOR ECOLOGICAL RESTORATION. | $3,000 | |
| KIDS UNLIMITED | ||||||||
| 821 N RIVERSIDE | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF THE FOOD FOR THOUGHTFULNESS PROJECT THAT DEVELOPS CULINARY SKILLS AND CAREER TRAINING. | $10,000 | |
| OREGON SHAKESPEARE FESTIVAL ASSOCIATION | ||||||||
| 15 S PIONEER STREET | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF THE 2025 OSF 90TH ANNIVERSARY SEASON. | $30,000 | |
| UNIQUE PROJECT INC | ||||||||
| 75 BROAD STREET STE 304 | NEW YORK | NY | 10004 | N/A | PC | GENERAL OPERATING SUPPORT FOR ROGUE THEATER COMPANY'S 2025 SEASON. | $7,500 | |
| SISKIYOU FIELD INSTITUTE | ||||||||
| PO BOX 207 | SELMA | OR | 97538 | N/A | PC | IN SUPPORT OF GENERAL OPERATING FUNDS TO MANAGE OUTDOOR EDUCATION PROGRAMS. | $10,000 | |
| GRANTS PASS FAMILY YMCA | ||||||||
| PO BOX 5439 | GRANTS PASS | OR | 97527 | N/A | PC | TOWARD AN ART MENTOR PROGRAM LINKING THE ARTS TO THE TEENAGE POPULATION. | $4,000 | |
| HOPE EQUESTRIAN CENTER | ||||||||
| PO BOX 396 | EAGLE POINT | OR | 97524 | N/A | PC | TO PROVIDE SCHOLARSHIPS FOR RIDERS TO PARTICIPATE IN A THERAPEUTIC RIDING PROGRAM. | $10,000 | |
| MAKE-A-WISH FOUNDATION OF OREGON INC | ||||||||
| 5901 S MACADAM AVENUE STE 200 | PORTLAND | OR | 97239 | N/A | PC | TOWARD GRANTING WISHES FOR SERIOUSLY ILL CHILDREN. | $3,000 | |
| THREE RIVERS COMMUNITY ORCHESTRA | ||||||||
| BOX 233 PLEASANT CREEK RD | ROGUE RIVER | OR | 97537 | N/A | PC | TOWARD A CONDUCTOR STIPEND AND VENUE RENTAL FUNDING. | $2,500 | |
| ASANTE FOUNDATION | ||||||||
| 2600 SISKIYOU BLVD | MEDFORD | OR | 97504 | N/A | PC | IN SUPPORT OF THE PEDIATRIC SEXUAL ASSAULT EXAMINER PROGRAM AT ASANTE. | $5,000 | |
| SALVATION ARMY MEDFORD CORPS | ||||||||
| 304 BEATTY STREET | MEDFORD | OR | 97501 | N/A | PC | TO SUPPORT HOMELESS INDIVIDUALS, FAMILIES, AND CHILDREN IN JACKSON COUNTY TO ACHIEVE ECONOMIC STABILITY AND OBTAIN PERMANENT HOUSING. | $12,000 | |
| CAVE JUNCTION FARMERS MARKET | ||||||||
| PO BOX 2622 | CAVE JUNCTION | OR | 97523 | N/A | PC | IN SUPPORT OF ACTIVITIES FOR CHILDREN. | $3,000 | |
| MCLOUGHLIN MIDDLE SCHOOL | ||||||||
| 320 W 2ND STREET | MEDFORD | OR | 97501 | N/A | GOV | TOWARD THE FRIDAY FOOD BAGS PROGRAM TO PROVIDE MEALS FOR FAMILIES WHO EXPERIENCE FOOD INSECURITY. | $5,000 | |
| CASA OF JACKSON COUNTY INC | ||||||||
| 409 N FRONT STREET | MEDFORD | OR | 97501 | N/A | PC | TOWARD THE HEALTHY KIDS INITIATIVE TO ENHANCE THE HEALTH AND WELL-BEING OF CHILDREN IN FOSTER CARE. | $15,000 | |
| SANCTUARY ONE | ||||||||
| 13195 UPPER APPLEGATE ROAD | JACKSONVILLE | OR | 97530 | N/A | PC | TO SUPPORT YOUTH FIELD TRIPS AND SERVICE-LEARNING PROGRAMS. | $5,000 | |
| MULTICULTURAL ASSOCIATION OF SOUTHERN OREGON | ||||||||
| PO BOX 67 | MEDFORD | OR | 97501 | N/A | PC | TOWARD SUPPORT OF THE AGENCYS DAY CAMP FOR KIDS. | $5,000 | |
| BUTTE FALLS COMMUNITY SCHOOL PARTNERSHIP | ||||||||
| PO BOX 358 | BUTTE FALLS | OR | 97522 | N/A | PC | IN SUPPORT OF THE LANDING, THE LEARNING TREE PRESCHOOL AND THE FOOD PANTRY IN BUTTE FALLS. | $7,000 | |
| ST VINCENT DE PAUL SOCIETY - GRANTS PASS | ||||||||
| 132 SE H STREET | GRANTS PASS | OR | 97526 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $3,300 | |
| SET FREE SERVICES | ||||||||
| 1032 W MAIN STREET | MEDFORD | OR | 97501 | N/A | PC | TO SUPPORT THE FOOD PANTRY AND OTHER SUPPORT ACTIVITIES AND SERVICES PROVIDED AT THE AGENCYS BASIC SITE. | $10,000 | |
| EAGLE POINT HIGH SCHOOL | ||||||||
| PO BOX 198 | EAGLE POINT | OR | 97524 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $13,500 | |
| CHESS FOR SUCCESS | ||||||||
| 5440 SW WESTGATE DR STE 125 | PORTLAND | OR | 97221 | N/A | PC | TOWARD OPERATING COSTS FOR TWO AFTER-SCHOOL CHESS CLUBS FOR THE 2024-25 SCHOOL YEAR. | $3,000 | |
| SOUTHERN OREGON REPERTORY SINGERS | ||||||||
| PO BOX 1091 | ASHLAND | OR | 97520 | N/A | PC | TOWARD EXPANDING MARKETING TO CONNECT WITH THE BROADER COMMUNITY. | $5,000 | |
| A GREATER APPLEGATE | ||||||||
| PO BOX 335 | JACKSONVILLE | OR | 97530 | N/A | PC | IN SUPPORT OF WORKING GROUPS TO HELP WITH COMMUNITY RESILIENCE AND LIVABILITY. | $5,000 | |
| CROSSING BRIDGES THERAPEUTIC RIDING CENTER | ||||||||
| 6377 MONUMENT DRIVE | GRANTS PASS | OR | 97526 | N/A | PC | TOWARD THE PURCHASE OF AN EQUINE THERAPY HORSE. | $5,000 | |
| FREEDOM FARMS | ||||||||
| 575 SCHIEFFELIN GULCH RD | GOLD HILL | OR | 97525 | N/A | PC | IN SUPPORT OF POST INCARCERATION RESILINCE DEVELOPMENT THROUGH FARMING. | $3,000 | |
| ROGUE VALLEY WIND ENSEMBLE | ||||||||
| 720 GROVER ST | ASHLAND | OR | 97520 | N/A | PC | TO PROVIDE MENTORING SUPPORT FOR MIDDLE SCHOOL BAND STUDENTS. | $6,000 | |
| BRITT FESTIVALS | ||||||||
| PO BOX 1124 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF THE 2025 ORCHESTRA SEASON. | $30,000 | |
| FRIENDS OF THE ANIMAL SHELTER | ||||||||
| PO BOX 1153 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF A COMMUNITY SPAY & NEUTER CLINIC. | $5,000 | |
| ROGUE VALLEY MENTORING | ||||||||
| 2931 S PACIFIC HWY | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF MENTORING FOR JACKSON COUNTY YOUTH. | $7,000 | |
| GRANTS PASS MUSEUM OF ART | ||||||||
| PO BOX 966 | GRANTS PASS | OR | 97526 | N/A | PC | IN SUPPORT OF 2025 FIFTH GRADE FIELD TRIPS TO THE MUSEUM. | $6,000 | |
| ASHLAND NEW PLAYS FESTIVAL | ||||||||
| PO BOX 3314 | ASHLAND | OR | 97520 | N/A | PC | TOWARD COSTS TO PRODUCE THE ANNUAL 2024 FALL FESTIVAL. | $8,000 | |
| TRAILS OUTDOOR SCHOOL | ||||||||
| 158 WALKER AVE | ASHLAND | OR | 97520 | N/A | PC | TOWARD THE DEVELOPMENT OF AN OUTDOOR CLASSROOM AREA. | $3,000 | |
| LINES FOR LIFE | ||||||||
| 5100 S MACADAM AVENUE STE 400 | PORTLAND | OR | 97202 | N/A | PC | TO SUPPORT THE AGENCYS PROGRAM FOR YOUTH MENTAL HEALTH AND TO INCREASE SUICIDE PREVENTION ACTIVITIES IN JACKSON AND JOSEPHINE COUNTIES. | $5,000 | |
| ALS NORTHWEST | ||||||||
| 825 NE MULTNOMAH STREET 940 | PORTLAND | OR | 97232 | N/A | PC | TO PROVIDE SUPPORT TO INDIVIDUALS WITH ALS AND THEIR FAMILIES. | $7,500 | |
| OREGON CENTER FOR CREATIVE LEARNING | ||||||||
| 413 W MAIN STREET | MEDFORD | OR | 97501 | N/A | PC | TOWARD WEEKLY FUN WITH FOOD CULINARY CLASSES FOR CHILDREN AND ADULTS. | $10,000 | |
| JOSEPHINE COMMUNITY LIBRARY FOUNDATION | ||||||||
| 200 NW C STREET | GRANTS PASS | OR | 97526 | N/A | PC | TOWARD THE NEW GRANTS PASS LIBRARY PROJECT COSTS. | $20,000 | |
| RAICES DE BIENESTAR | ||||||||
| 4145 SW WATSON AVE STE 350 | BEAVERTON | OR | 97005 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $5,000 | |
| LIVING OPPORTUNITIES | ||||||||
| PO BOX 1105 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF ACCESSIBLE OFFICE FURNISHINGS FOR A NEW HEADQUARTERS BUILDING. | $20,000 | |
| ROGUE RETREAT | ||||||||
| 711 E MAIN ST 25 | MEDFORD | OR | 97504 | N/A | PC | TOWARD PROVIDING APPLIANCES, HOUSEHOLD ITEMS, AND NECESSARY REPAIRS ACROSS THE AGENCYS SITES. | $20,000 | |
| INNOVATION ACADEMY | ||||||||
| 1321 CENTER DRIVE | MEDFORD | OR | 97501 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $3,000 | |
| UNITED WAY OF JACKSON COUNTY | ||||||||
| 60 HAWTHORNE STREET | MEDFORD | OR | 97504 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $25,000 | |
| THE CREST AT WILLOW-WITT | ||||||||
| 658 SHALE CITY ROAD | ASHLAND | OR | 97520 | N/A | PC | TO SUPPORT ENVIRONMENTAL EDUCATION FIELD TRIPS TO STUDENTS IN JACKSON COUNTY. | $4,000 | |
| SOUTH MEDFORD HIGH SCHOOL | ||||||||
| 1551 CUNNINGHAM LANE | MEDFORD | OR | 97501 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $20,500 | |
| SALVATION ARMY - GRANTS PASS | ||||||||
| 2543 REDWOOD AVE | GRANTS PASS | OR | 97527 | N/A | PC | TO PROVIDE IMMEDIATE EMERGENCY SUPPORT ASSISTANCE FOR FOOD, CLOTHING, UTILITIES, AND RENTAL ASSISTANCE. | $12,000 | |
| ASHLAND FAMILY YMCA | ||||||||
| 540 YMCA WAY | ASHLAND | OR | 97520 | N/A | PC | TOWARD NUTRITION IMPROVEMENT FOR PRESCHOOL & CHILDCARE YOUTH. | $10,000 | |
| ILLINOIS VALLEY WELLNESS RESOURCES | ||||||||
| PO BOX 342 | CAVE JUNCTION | OR | 97523 | N/A | PC | IN SUPPORT OF CONNECTING OLDER ADULTS AND DISABLED INDIVIDUALS IN RURAL AREAS OF THE ILLINOIS VALLEY TO RESOURCES. | $5,000 | |
| BUTTE FALLS CHARTER SCHOOL | ||||||||
| PO BOX 167 | BUTTE FALLS | OR | 97522 | N/A | GOV | IN SUPPORT OF RENOVATING THE BUTTE FALLS FISH HATCHERY TO ESTABLISH AN AQUATICS RESEARCH LABORATORY. | $7,500 | |
| ASHLAND HIGH SCHOOL | ||||||||
| 201 S MOUNTAIN AVENUE | ASHLAND | OR | 97520 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $12,500 | |
| ALEX'S STORY | ||||||||
| 2607 MONTEGO PLACE | MEDFORD | OR | 97504 | N/A | PC | IN SUPPORT OF A PROJECT TO WORK WITH LOCAL SCHOOLS TO EDUCATE STUDENTS ABOUT THE DANGERS OF FENTANYL | $5,000 | |
| ILLINOIS VALLEY FAMILY COALITION | ||||||||
| 535 E RIVER STREET | CAVE JUNCTION | OR | 97523 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $8,000 | |
| ROGUE RIVER HIGH SCHOOL | ||||||||
| PO BOX 1045 | ROGUE RIVER | OR | 97537 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $3,500 | |
| SOUTHERN OREGON LAND CONSERVANCY | ||||||||
| PO BOX 954 | ASHLAND | OR | 97520 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $12,000 | |
| SMART READING - ROGUE VALLEY | ||||||||
| 670 SUPERIOR COURT STE 109 | MEDFORD | OR | 97504 | N/A | PC | IN SUPPORT OF THE SMART READING PROGRAM IN SOUTHERN OREGON. | $8,000 | |
| KXCJ-LP | ||||||||
| PO BOX 2518 | CAVE JUNCTION | OR | 97523 | N/A | PC | IN SUPPORT OF LOCAL FOCUS PROGRAMMING. | $3,000 | |
| MASLOW PROJECT | ||||||||
| PO BOX 999 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF PERMANENT SUPPORTIVE HOUSING CASE MANAGEMENT. | $17,000 | |
| PROVIDENCE COMMUNITY HEALTH FOUNDATION | ||||||||
| 940 ROYAL AVE STE 410 | MEDFORD | OR | 97504 | N/A | PC | IN SUPPORT OF AN OBGYN PATIENT ADVOCATE PROGRAM FOR LOW-INCOME PREGNANT WOMEN. | $5,000 | |
| ONTRACK INC | ||||||||
| 300 W MAIN STREET | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF EMERGENCY LODGING FOR VULNERABLE PEOPLE TO STAY WHILE AWAITING SUBSTANCE ABUSE DETOX OR TREATMENT. | $15,000 | |
| PHOENIX HIGH SCHOOL | ||||||||
| PO BOX 697 | PHOENIX | OR | 97535 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $9,000 | |
| CIVICS LEARNING PROJECT | ||||||||
| 1300 SW 6TH AVENUE STE 190 | PORTLAND | OR | 97201 | N/A | PC | IN SUPPORT OF EXPANSION OF THE APPLICANTS PROGRAMS AND EDUCATION SUPPORTING SOCIAL STUDIES TO TEACHERS AND STUDENTS. | $15,000 | |
| SPIRAL LIVING CENTER | ||||||||
| 9044 TAKILMA RD | CAVE JUNCTION | OR | 97523 | N/A | PC | IN SUPPORT OF THE ILLINOIS VALLEY COMMUNITY FOOD PROJECT. | $5,000 | |
| ST MARK'S EPISCOPAL CHURCH | ||||||||
| 140 N OAKDALE | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF PROVIDING A DIAPER BAG TO NEEDY OR AT-RISK NEW MOTHERS. | $8,000 | |
| NORTH MEDFORD HIGH SCHOOL | ||||||||
| 1900 N KEENE WAY DRIVE | MEDFORD | OR | 97504 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $19,500 | |
| FAMILY NURTURING CENTER | ||||||||
| 212 N OAKDALE | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF THE RELIEF NURSERY PROVIDING A SAFE AND NURTURING ENVIRONMENT FOR CHILDREN. | $10,000 | |
| SOUTHERN OREGON GUILD | ||||||||
| PO BOX 1596 | CAVE JUNCTION | OR | 97523 | N/A | PC | TOWARD SUPPORT FOR THE EMPLOYMENT OF THE MANAGING DIRECTOR. | $5,000 | |
| PROJECT YOUTH PLUS | ||||||||
| 789 NE 7TH STREET | GRANTS PASS | OR | 97528 | N/A | PC | IN SUPPORT OF THE AGENCY'S EXPLORE & EXCEL SUMMER PROGRAM FOR VULNERABLE YOUTH. | $12,000 | |
| SOUTHERN OREGON HISTORICAL SOCIETY | ||||||||
| 106 N CENTRAL AVE | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF A PROJECT TO PRESERVE GLASS PLATE NEGATIVES MADE BY PIONEER PETER BRITT. | $6,000 | |
| ART PRESENCE INC | ||||||||
| PO BOX 1925 | JACKSONVILLE | OR | 97530 | N/A | PC | IN SUPPORT OF THE ORGANIZATION'S 2024-25 EDUCATION PROGRAM. | $4,000 | |
| ST VINCENT DE PAUL SOCIETY - ROGUE VALLEY DISTRICT COUNCIL | ||||||||
| PO BOX 1663 | MEDFORD | OR | 97501 | N/A | PC | TO PROVIDE EMERGENCY UTILITY ASSISTANCE TO LOCAL FAMILIES. | $22,500 | |
| ANIMA MUNDI PRODUCTIONS | ||||||||
| PO BOX 1323 | PHOENIX | OR | 97535 | N/A | PC | IN SUPPORT OF A SERIES OF THREE COMMUNITY EVENTS TO CONNECT ROGUE VALLEY RESIDENTS WITH PROFESSIONAL MUSICIANS FROM ABROAD. | $7,500 | |
| CASCADE COMMUNITY POOL CORP | ||||||||
| 7800 DIVISION RD | WHITE CITY | OR | 97503 | N/A | PC | TOWARD PROVIDING ACCESS TO SENIORS, VETERANS, AND LOW-INCOME FAMILIES TO THE SWIMMING POOL IN WHITE CITY. | $5,000 | |
| OPPORTUNITIES FOR HOUSING RESOURCES AND ASSISTANCE | ||||||||
| PO BOX 1133 | ASHLAND | OR | 97520 | N/A | PC | TOWARD PROVIDING MEALS FOR GUESTS AT THE OHRA SHELTER. | $7,500 | |
| GRANTS PASS HIGH SCHOOL | ||||||||
| 830 NE 9TH ST | GRANTS PASS | OR | 97526 | N/A | GOV | IN SUPPORT OF THE EVERGREEN SPORTS COMPLEX LIGHTING PROJECT. | $5,000 | |
| PARTNERSHIPS IN COMMUNITY LIVING INC | ||||||||
| 480 MAIN ST EAST | MONMOUTH | OR | 97361 | N/A | PC | TOWARD TECHNOLOGY AND FURNISHINGS AT THE AGENCYS HEADQUARTERS. | $5,000 | |
| ROGUE RIVER WATERSHED COUNCIL | ||||||||
| 89 ALDER ST | CENTRAL POINT | OR | 97502 | N/A | PC | TOWARD THE DEVELOPMENT AND DESIGN OF INTERPRETIVE EXHIBITS AT THE BUTTE CREEK MILL. | $5,000 | |
| PACIFICA A GARDEN IN THE SISKIYOUS | ||||||||
| PO BOX 1 | WILLIAMS | OR | 97544 | N/A | PC | TOWARD NEW COMPUTER EQUIPMENT. | $7,000 | |
| OREGON SPINAL CORD INJURY CONNECTION | ||||||||
| 6645 NE 78TH CT STE C-6 | PORTLAND | OR | 97218 | N/A | PC | IN SUPPORT OF WHEELCHAIR MAINTENANCE WORKSHOPS FOR PEOPLE WITH SPINAL CORD INJURIES. | $5,000 | |
| PROSPECT HIGH SCHOOL | ||||||||
| PO BOX 40 | PROSPECT | OR | 97536 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $1,000 | |
| ASHLAND FOLK COLLECTIVE | ||||||||
| 1914 WESTERLUND DR | MEDFORD | OR | 97504 | N/A | PC | IN SUPPORT OF ONE FREE CONCERT AS PART OF THE FREE MUSIC IN THE PARK SERIES IN 2025. | $3,000 | |
| OREGON COAST YOUTH SYMPHONY FESTIVAL ASSOCIATION | ||||||||
| PO BOX 2405 | NEWPORT | OR | 97365 | N/A | PC | IN SUPPORT OF A FOUR-DAY MUSIC FESTIVAL FOR HIGH SCHOOL ORCHESTRAS. | $3,000 | |
| ASHLAND HIGH ARTS ADVOCATES | ||||||||
| 201 S MOUNTAIN AVE | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF A PROGRAM MATCHING LOW-INCOME STUDENTS WITH ARTS MENTORS. | $3,000 | |
| CRATER HIGH SCHOOL | ||||||||
| 300 ASH STREET | CENTRAL POINT | OR | 97502 | N/A | GOV | STUDENT COLLEGE SCHOLARSHIPS. | $16,500 | |
| ACCESS INC | ||||||||
| PO BOX 4666 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF A PROGRAM BRINGING A MOBILE FOOD PANTRY TRUCK TO FAMILIES IN JACKSON COUNTY. | $10,000 | |
| ASHLAND EMERGENCY FOOD BANK | ||||||||
| PO BOX 782 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF A PROGRAM TO PROVIDE BREAKFAST/LUNCH TO LOCAL SCHOOLS. | $5,000 | |
| ASHLAND HIGH SCHOOL | ||||||||
| 201 S MOUNTAIN AVENUE | ASHLAND | OR | 97520 | N/A | GOV | TOWARD THE CONSTRUCTION OF SET WALLS FOR A NEW CINEMA & DIGITAL ARTS PROGRAM AT THE SCHOOL. | $3,000 | |
| BARNSTORMERS THEATRE INC | ||||||||
| 112 NE EVELYN AVE | GRANTS PASS | OR | 97526 | N/A | PC | TOWARD THE THE REPLACEMENT OF LIGHTING FIXTURES IN THE THEATRE. | $1,500 | |
| BOYS & GIRLS CLUBS OF THE ROGUE VALLEY | ||||||||
| PO BOX 2450 | GRANTS PASS | OR | 97526 | N/A | PC | TOWARD THE EXPANSION OF AN EDUCATION-BASED AFTER-SCHOOL PROGRAM FOR LOCAL YOUTH. | $10,000 | |
| CARE FOUNDATION | ||||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | N/A | PC | AN UNSOLICITED GRANT MADE IN THE NAME OF HELEN BUNDY CARPENTER. | $4,000 | |
| COMPASS HOUSE | ||||||||
| 37 N IVY STREET | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF MEMBER SKILLS DEVELOPMENT AND CPR/AED TRAINING. | $12,500 | |
| CONSUMER CREDIT COUNSELING SERVICE OF SOUTHERN OREGON | ||||||||
| 820 CRATER LAKE AVE 202 | MEDFORD | OR | 97501 | N/A | PC | TO PROVIDE NO COST CREDIT COUNSELING AND FINANCIAL EDUCATION. | $9,000 | |
| CRATERIAN PERFORMANCES COMPANY | ||||||||
| 23 S CENTRAL AVE | MEDFORD | OR | 97501 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $10,000 | |
| GIRL SCOUTS OF OREGON & SW WASHINGTON | ||||||||
| 2001 N KEENE WAY DR | MEDFORD | OR | 97504 | N/A | PC | TO INCREASE GIRL SCOUT PROGRAMMING FOR YOUTH AND TRAINING FOR ADULTS IN SOUTHERN OREGON. | $5,000 | |
| GIRLS BUILD | ||||||||
| PO BOX 11893 | PORTLAND | OR | 97211 | N/A | PC | IN SUPPORT OF THE GIRLS BUILD SUMMER CAMPS IN JACKSON AND JOSEPHINE COUNTIES. | $5,000 | |
| GRANTS PASS SCHOOL DISTRICT #7 | ||||||||
| 725 NE DEAN DRIVE | GRANTS PASS | OR | 97527 | N/A | GOV | IN SUPPORT OF THE EARLY LEARNING PROGRAM EXPANDING ACCESS TO PRESCHOOL AND FAMILY PLAYGROUPS. | $10,000 | |
| HIV ALLIANCE | ||||||||
| 1195A CITY VIEW STREET | EUGENE | OR | 97402 | N/A | PC | IN SUPPORT OF PREVENTING AND IDENTIFYING NEW HIV, HEPATITIS C AND SYPHILIS INFECTIONS IN JOSEPHINE COUNTY. | $7,000 | |
| JACKSON COUNTY LIBRARY SYSTEM | ||||||||
| 205 S CENTRAL AVENUE | MEDFORD | OR | 97501 | N/A | GOV | A GRANT MADE IN MEMORY OF ASV CARPENTER TOWARD THE PURCHASE OF BOOKS. | $4,000 | |
| JACKSON COUNTY SEXUAL ASSAULT RESPONSE TEAM | ||||||||
| 2305 ASHLAND ST C-418 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF A K-12 SEXUAL VIOLENCE PREVENTION PROGRAM IN LOCAL SCHOOLS. | $15,000 | |
| KLAMATH-SISKIYOU WILDLANDS CENTER | ||||||||
| PO BOX 102 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF THE ROGUE RIVERKEEPER SUMMER WATER QUALITY MONITORING PROGRAM IN THE ROGUE BASIN. | $5,000 | |
| MAGDALENE HOME | ||||||||
| PO BOX 255 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF STAFF WAGES. | $3,000 | |
| MIRACLE THEATRE GROUP | ||||||||
| 525 SE STARK | PORTLAND | OR | 97214 | N/A | PC | TOWARD A BILINGUAL AND BICULTURAL ARTS RESIDENCY PROGRAM FOR LOCAL SCHOOLS. | $4,000 | |
| OREGON ALLIANCE OF INDEPENDENT COLLEGES & UNIVERSITIES | ||||||||
| 8215 SW TUALATIN SHERWOOD RD STE | TUALATIN | OR | 97062 | N/A | PC | TO PROVIDE SCHOLARSHIPS TO STUDENTS FROM JACKSON AND JOSEPHINE COUNTIES TO ATTEND PRIVATE COLLEGES AND UNIVERSITIES. | $7,150 | 200 |
| OREGON MUSEUM OF SCIENCE & INDUSTRY | ||||||||
| 1945 SE WATER AVENUE | PORTLAND | OR | 97214 | N/A | PC | TO PROVIDE FINANCIAL AID TO K-8TH GRADE STUDENTS IN TITLE 1 SCHOOLS FOR STEAM PROGRAMMING THROUGHOUT JACKSON AND JOSEPHINE COUNTIES. | $3,000 | |
| PEACE HOUSE | ||||||||
| PO BOX 524 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF A WEEKLY COMMUNITY MEAL FEEDING THE HUNGRY IN ASHLAND. | $5,000 | |
| PINK LEMONADE PROJECT | ||||||||
| 1207 WASHINGTON STREET STE 125 | VANCOUVER | WA | 98660 | N/A | PC | IN SUPPORT OF A PROGRAM PROVIDING EDUCATION AND FINANCIAL ASSISTANCE TO PATIENTS EXPERIENCING BARRIERS TO BREAST CANCER TREATMENT. | $5,000 | |
| POLLINATOR PROJECT ROGUE VALLEY | ||||||||
| 312 N MAIN STREET STE B | PHOENIX | OR | 97535 | N/A | PC | IN SUPPORT OF ADDITIONAL STAFF, PROFESSIONAL DEVELOPMENT AND EDUCATIONAL MATERIALS FOR THE POLLINATOR PALS PROGRAM. | $3,000 | |
| RECLAIMING LIVES | ||||||||
| 228 E MAIN STREET STE H | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF A PROGRAM FOCUSING ON EMPOWERING INDIVIDUALS IN RECOVERY BY FOSTERING ESSENTIAL LIFE SKILLS. | $5,000 | |
| ROGUE RIVER COMMUNITY CENTER | ||||||||
| PO BOX 295 | ROGUE RIVER | OR | 97537 | N/A | PC | TOWARD REPLACING WINDOWS AT THE THRIFT STORE BUILDING. | $10,000 | |
| ROGUE VALLEY SYMPHONY | ||||||||
| 33 N 1ST STREET STE1 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF A MUSIC EDUCATION PROGRAM IN JACKSON AND JOSEPHINE COUNTY MIDDLE AND HIGH SCHOOLS. | $10,000 | |
| SCIENCE WORKS HANDS-ON MUSEUM | ||||||||
| 1500 E MAIN STREET | ASHLAND | OR | 97520 | N/A | PC | TOWARD THE IMPROVEMENT OF ACCESSIBILITY AT THE MUSEUM. | $15,000 | |
| SISKIYOU SINGERS | ||||||||
| PO BOX 145 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF THE RECRUITMENT OF AN ORCHESTRA TO PARTICIPATE IN TWO CHORAL-ORCHESTRAL WORKS TO BE PERFORMED AT SOUTHERN OREGON UNIVERSITY. | $3,000 | |
| SOUTHERN OREGON CHILD & FAMILY COUNCIL | ||||||||
| PO BOX 3697 | CENTRAL POINT | OR | 97520 | N/A | PC | IN SUPPORT OF THE LISTO FAMILY LITERACY PROGRAM - ADULT EDUCATION PROJECT FOR 100 PLUS LATINX ADULTS. | $15,000 | |
| SOUTHERN OREGON FILM SOCIETY | ||||||||
| PO BOX 218 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF A YEAR ROUND COMMUNITY THEATRE AT ASHLAND INDEPENDENT FILM FESTIVAL. | $8,000 | |
| SOUTHERN OREGON PUBLIC BROADCASTING | ||||||||
| 28 S FIR ST STE 200 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF A PROGRAM THAT HIGHLIGHTS ORGANIZATIONS MAKING A DIFFERENCE IN SOUTHERN OREGON. | $10,000 | |
| SPARTAN BOXING | ||||||||
| 729 WELCH STREET | MEDFORD | OR | 97501 | N/A | PC | GENERAL OPERATING SUPPORT. | $8,000 | |
| TOBY FUND OF WOLF CREEK | ||||||||
| PO BOX 277 | GRANTS PASS | OR | 97528 | N/A | PC | TOWARD THE COST OF A SPAY/NEUTER PROGRAM IN THE ILLINOIS VALLEY FOR LOW-INCOME PET PARENTS. | $2,000 | |
| WILDLIFE IMAGES REHABILITATION & EDUCATION CENTER | ||||||||
| PO BOX 36 | MERLIN | OR | 97532 | N/A | PC | TOWARD THE PURCHASE OF FIRE SUPPRESSION EQUIPMENT. | $6,000 | |
| YOUTH SYMPHONY OF SOUTHERN OREGON | ||||||||
| PO BOX 4291 | MEDFORD | OR | 97501 | N/A | PC | TOWARD SUPPORT FOR THE 2024-25 CONCERT SEASON. | $8,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $949,450 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| PACIFIC CREST COUNCIL BOY SCOUTS OF AMERICA | ||||||||
| 2525 MARTIN LUTHER KING JR BLVD | EUGENE | OR | 97401 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $3,000 | |
| GRANTS PASS SCHOOL DISTRICT #7 | ||||||||
| 725 NE DEAN DRIVE | GRANTS PASS | OR | 97527 | N/A | GOV | IN SUPPORT OF THE EARLY LEARNING PROGRAM EXPANDING ACCESS TO PRESCHOOL AND FAMILY PLAYGROUPS. | $10,000 | |
| JACKSON COUNTY LIBRARY SYSTEM | ||||||||
| 205 S CENTRAL AVENUE | MEDFORD | OR | 97501 | N/A | GOV | A GRANT MADE IN MEMORY OF ASV CARPENTER TOWARD THE PURCHASE OF BOOKS. | $4,000 | |
| REBUILDING TOGETHER ROGUE VALLEY | ||||||||
| PO BOX 688 | JACKSONVILLE | OR | 97530 | N/A | PC | IN SUPPORT OF THE SAFE AND HEALTHY HOUSING PROGRAM PROVIDING DURABLE MEDICAL EQUIPMENT TO PERSONS IN NEED. | $8,000 | |
| REDWOOD ELEMENTARY SCHOOL | ||||||||
| 3163 LEONARD ROAD | GRANTS PASS | OR | 97527 | N/A | GOV | IN SUPPORT OF BUILDING A NEW PLAYGROUND STRUCTURE AT THE SCHOOL. | $5,000 | |
| WOODLAND CHARTER SCHOOL | ||||||||
| 301 MURPHY CREEK RD | GRANTS PASS | OR | 97527 | N/A | PC | TOWARD THE PURCHASE OF A COVER FOR AN OUTDOOR PLAY STRUCTURE AND A DOME PLAYGROUND. | $2,400 | |
| WILDLIFE IMAGES REHABILITATION & EDUCATION CENTER | ||||||||
| PO BOX 36 | MERLIN | OR | 97532 | N/A | PC | IN SUPPORT OF AN EDUCATION CAMP FOR YOUTH DURING SUMMER, WINTER AND SPRING BREAKS. | $5,000 | |
| BOYS & GIRLS CLUBS OF THE ROGUE VALLEY | ||||||||
| PO BOX 2450 | GRANTS PASS | OR | 97526 | N/A | PC | TOWARD A KITCHEN REMODEL TO SERVE MEALS TO LOW-INCOME YOUTH. | $10,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF OREGON AND SW WASHINGTON | ||||||||
| 1700 NE PURCELL BLVD | BEND | OR | 97701 | N/A | PC | IN SUPPORT OF EMERGENCY MEDICAL HOUSING AND RESPITE FOR FAMILIES WITH HOSPITALIZED CHILDREN. | $7,000 | |
| CARE FOUNDATION | ||||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | N/A | PC | AN UNSOLICITED GRANT MADE IN THE NAME OF HELEN BUNDY CARPENTER. | $4,000 | |
| CHILDREN'S ADVOCACY CENTER OF JACKSON COUNTY | ||||||||
| 816 W 10TH STREET | MEDFORD | OR | 97501 | N/A | PC | TOWARD CREATING A BROCHURE FOR COMMUNITY OUTREACH AND CHILD ABUSE PREVENTION. | $5,000 | |
| REACH OUT AND READ NORTHWEST | ||||||||
| PO BOX 14461 | PORTLAND | OR | 97293 | N/A | PC | IN SUPPORT OF THE REACH OUT AND READ PROGRAM IN JACKSON AND JOSEPHINE COUNTIES TO SUPPORT PROVIDERS OF PEDIATRIC CARE IN GRANTING BOOKS. | $5,000 | |
| YOUTH SYMPHONY OF SOUTHERN OREGON | ||||||||
| PO BOX 4291 | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF THE 2025-26 CONCERT SEASON. | $9,000 | |
| ROGUE RIVER SCHOOL DISTRICT | ||||||||
| PO BOX 1045 | ROGUE RIVER | OR | 97537 | N/A | GOV | IN SUPPORT OF DEVELOPING AN EARLY LEARNING AND WELLNESS CENTER TO SERVE CHILDREN IN RURAL AREAS. | $10,000 | |
| ASHLAND EMERGENCY FOOD BANK | ||||||||
| PO BOX 782 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF A HOME DELIVERY PROGRAM TO SERVE VULNERABLE PERSONS WITH THE GREATEST FOOD INSECURITY. | $7,000 | |
| HIV ALLIANCE | ||||||||
| 1195A CITY VIEW STREET | EUGENE | OR | 97402 | N/A | PC | IN SUPPORT OF EVIDENCE-BASED INFECTIOUS DISEASE AND OVERDOSE PREVENTION PROGRAMS FOR AT-RISK INDIVIDUALS. | $8,000 | |
| 1ST PHOENIX COMMUNITY CENTER | ||||||||
| PO BOX 390 | PHOENIX | OR | 97535 | N/A | PC | IN SUPPORT OF THE FOOD PANTRY, CLOTHING CLOSET AND COMMUNITY DINNERS PROGRAMS. | $10,000 | |
| APPLEGATE SISKIYOU ALLIANCE | ||||||||
| PO BOX 114 | JACKSONVILLE | OR | 97530 | N/A | PC | TOWARD THE ACORN WOMAN LOOKOUT ARTIST RESIDENCE PROGRAM. | $1,000 | |
| OREGON MUSEUM OF SCIENCE & INDUSTRY | ||||||||
| 1945 SE WATER AVENUE | PORTLAND | OR | 97214 | N/A | PC | TO PROVIDE FINANCIAL AID TO K-8TH GRADE STUDENTS FOR STEAM PROGRAMMING THROUGHOUT JACKSON AND JOSEPHINE COUNTIES. | $4,000 | |
| ROGUE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 3345 REDWOOD HWY | GRANTS PASS | OR | 97527 | N/A | PC | FOR JACKSON & JOSEPHINE COUNTY STUDENT SCHOLARSHIPS. | $25,000 | |
| PEACE HOUSE | ||||||||
| PO BOX 524 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF A WEEKLY COMMUNITY MEAL FEEDING THE HUNGRY IN ASHLAND. | $4,000 | |
| JACKSON COUNTY SEXUAL ASSAULT RESPONSE TEAM | ||||||||
| 2305 ASHLAND ST C-418 | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF A SURVIVOR CARE PROGRAM TO IMPROVE SERVICES FOR SURVIVORS OF DOMESTIC AND INTIMATE PARTNER VIOLENCE. | $15,000 | |
| GIRL SCOUTS OF OREGON & SW WASHINGTON | ||||||||
| 9620 SW BARBUR BLVD | PORTLAND | OR | 97219 | N/A | PC | TO INCREASE GIRL SCOUT PROGRAMMING FOR YOUTH AND TRAINING FOR ADULTS IN SOUTHERN OREGON. | $5,000 | |
| OREGON ALLIANCE OF INDEPENDENT COLLEGES & UNIVERSITIES | ||||||||
| 8215 SW TUALATIN SHERWOOD RD STE | TUALATIN | OR | 97062 | N/A | PC | TO PROVIDE SCHOLARSHIPS TO STUDENTS FROM JACKSON AND JOSEPHINE COUNTIES TO ATTEND PRIVATE COLLEGES AND UNIVERSITIES. | $7,150 | 200 |
| GOLDEN RUNE REENTRY | ||||||||
| 2305 ASHLAND STREET C-350 | ASHLAND | OR | 97520 | N/A | PC | TOWARD CASE MANAGEMENT AND PEER SUPPORT FOR PERSONS RETURNING FROM INCARCERATION. | $7,000 | |
| MAGDALENE HOME | ||||||||
| PO BOX 255 | MEDFORD | OR | 97501 | N/A | PC | TOWARD PROVIDING A SAFE HOME AND SUPPORT SERVICES FOR HOMELESS YOUNG MOTHERS AND THEIR BABIES. | $3,000 | |
| SOUTHERN OREGON UNIVERSITY FOUNDATION | ||||||||
| 1250 SISKIYOU BLVD | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. | $30,000 | |
| OREGON ROBOTICS TOURNAMENT & OUTREACH PROGRAM | ||||||||
| 9498 SW BARBUR BLVD STE 103 | PORTLAND | OR | 97219 | N/A | PC | IN SUPPORT OF EXPANDING A ROBOTICS YOUTH PROGRAM IN JACKSON AND JOSEPHINE COUNTIES. | $5,000 | |
| ROGUE VALLEY ART ASSOCIATION | ||||||||
| 40 S BARTLETT STREET | MEDFORD | OR | 97501 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $10,000 | |
| SPARTAN BOXING | ||||||||
| 729 WELCH STREET | MEDFORD | OR | 97501 | N/A | PC | IN SUPPORT OF AN AFTER-SCHOOL YOUTH ENRICHMENT PROGRAM. | $8,000 | |
| OREGON TRIO ASSOCIATION | ||||||||
| 1651 LEXINGTON AVE | ASTORIA | OR | 97103 | N/A | PC | IN SUPPORT OF A TECH RESOURCES PROJECT TO PROVIDE TECHNOLOGICAL RESOURCES TO LOW-INCOME STUDENTS. | $5,000 | |
| COMPASS HOUSE | ||||||||
| 37 N IVY STREET | MEDFORD | OR | 97501 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $12,500 | |
| PARKER HOUSE PROJECT | ||||||||
| 2895 HWY 66 | ASHLAND | OR | 97520 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $5,000 | |
| MIRACLE THEATRE GROUP | ||||||||
| 525 SE STARK | PORTLAND | OR | 97214 | N/A | PC | TOWARD A BILINGUAL ARTS RESIDENCY PROGRAM FOR LOCAL SCHOOLS. | $4,000 | |
| MID ROGUE FOUNDATION | ||||||||
| PO BOX 1972 | GRANTS PASS | OR | 97528 | N/A | PC | TOWARD THE CONSTRUCTION OF A COMMUNITY SERVICES BUILDING TO PROVIDE SUPPORT SERVICES TO VETERANS. | $15,000 | |
| ASHLAND NEWS | ||||||||
| 564 LIBERTY STREET | ASHLAND | OR | 97520 | N/A | PC | IN SUPPORT OF PROJECT BETTER PREPARED WILDFIRE EDUCATION SERIES PRINT EDITION TO DISTRIBUTE TO LOCAL COMMUNITIES. | $4,000 | |
| ILLINOIS RIVER VALLEY ARTS COUNCIL | ||||||||
| PO BOX 522 | CAVE JUNCTION | OR | 97523 | N/A | PC | IN SUPPORT OF LEARNING THROUGH ART AND COMMUNITY ART OUTREACH PROGRAMS. | $5,000 | |
| SCIENCEWORKS HANDS-ON MUSEUM | ||||||||
| 1500 E MAIN STREET | ASHLAND | OR | 97520 | N/A | PC | TOWARD GENERAL OPERATING SUPPORT. | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $302,050 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,725 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $791,407 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $364,881 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| UBI FROM PARTNERSHIPS | 900099 | $152 | ||
| NET LOSS FROM OTHER INVESTMENTS | 900099 | 14 | -$20,524 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $152 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,149,489 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,149,641 | 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 FEES | CategoryTxt |
| Amt | $13,500 | Amt |
| Net Investment Income | $6,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,750 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| TELEPHONE SYSTEM | 2000-09-01 | $2,655 | $2,655 | SL | 10.000000000000 | $0 | $0 |
| CABINETS | 1997-11-19 | $292 | $292 | 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 |
| GRANTWRITING SOFTWARE | 2001-04-01 | $5,830 | $5,830 | SL | 5.000000000000 | $0 | $0 |
| CONFERENCE TABLE | 2013-09-30 | $3,514 | $3,514 | SL | 7.000000000000 | $0 | $0 |
| COPIER - KONICA | 2017-04-06 | $5,225 | $5,225 | SL | 5.000000000000 | $0 | $0 |
| CONFERENCE TABLE | 2018-12-18 | $2,130 | $1,672 | SL | 7.000000000000 | $304 | $0 |
| TOUCHPOINT NETWORK | 2023-01-30 | $1,685 | $477 | SL | 5.000000000000 | $337 | $0 |
| FOUNDANT TECHNOLOGY | 2023-02-15 | $8,500 | $6,021 | SL | 2.000000000000 | $2,479 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COHEN & STEERS PREFERRED SEC & INC FUND | $2,449,117 | $2,292,491 |
| DODGE & COX INTERNATIONAL STOCK FUND | $2,000,481 | $2,957,214 |
| DODGE & COX STOCK FUND | $1,105,357 | $1,841,143 |
| JPMORGAN LARGE CAP GROWTH FUND - I | $1,339,716 | $1,935,978 |
| PIMCO TOTAL RETURN FUND | $3,147,303 | $2,646,844 |
| T. ROWE PRICE GLOBAL MULTI-SECTOR BOND FUND | $2,248,747 | $2,037,683 |
| VANGUARD 500 INDEX FUND ADMIRAL SHARES | $626,703 | $1,909,597 |
| VANGUARD EMERGING MARKETS SELECT STOCK FUND | $1,048,732 | $1,425,730 |
| VANGUARD EXTENDED MARKET INDEX | $826,363 | $1,541,995 |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADMIRAL | $2,143,076 | $3,008,345 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NORTHGATE IV | AT COST | $173,694 | $52,214 |
| NORTHGATE PRIVATE EQUITIES | AT COST | $16,492 | $9,504 |
| NORTHGATE PRIVATE EQUITIES II | AT COST | $58,427 | $11,354 |
| NORTHGATE PRIVATE EQUITIES III | AT COST | $63,595 | $13,466 |
| NORTHGATE V | AT COST | $333,869 | $207,185 |
| NORTHGATE VENTURE II | AT COST | $133,150 | $181,134 |
| NORTHGATE VENTURE III | AT COST | $119,198 | $66,542 |
| NORTHGATE VENTURE VII | AT COST | $699,012 | $689,402 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| TELEPHONE SYSTEM | $2,655 | $2,655 | $0 |
| CABINETS | $292 | $292 | $0 |
| 2 FILE CABINETS | $300 | $300 | $0 |
| POSTAGE SCALE | $63 | $63 | $0 |
| GRANTWRITING SOFTWARE | $5,830 | $5,830 | $0 |
| CONFERENCE TABLE | $3,514 | $3,514 | $0 |
| COPIER - KONICA | $5,225 | $5,225 | $0 |
| CONFERENCE TABLE | $2,130 | $1,976 | $154 |
| TOUCHPOINT NETWORK | $1,685 | $814 | $871 |
| FOUNDANT TECHNOLOGY | $8,500 | $8,500 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT | Desc |
| BOY Book Value | $3,780 | BOYBookValueAmt |
| EOY Book Value | $4,433 | EOYBookValueAmt |
| EOYFMV | $4,433 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TELEPHONE | $3,062 | $1,531 | $1,531 |
| OFFICE EXPENSES | $9,479 | $4,740 | $4,739 |
| INSURANCE | $5,372 | $1,074 | $4,298 |
| DUES AND SUBSCRIPTIONS | $2,772 | $1,386 | $1,386 |
| ANNUAL REPORT | $1,384 | $692 | $692 |
| MISCELLANEOUS | $1,711 | $855 | $856 |
| DEFERRED TAX EXPENSE | $16,300 | $0 | $0 |
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 | $152 | $152 | |
| NET LOSS FROM OTHER INVESTMENTS | -$20,524 | -$20,524 | -$20,524 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED EXPENSES | $6,651 | $5,350 |
| DEFERRED EXCISE TAXES | $43,400 | $59,700 |
| EXCISE TAX PAYABLE | $252 | $12,455 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $21,967 | Amt |
| Net Investment Income | $21,967 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $2,550 | $0 | $2,550 |
| PROVISION FOR EXCISE TAXES | $14,901 | $0 | $0 |
| PAYROLL TAXES | $12,733 | $4,565 | $8,168 |
Comments