2026-01-14T17:19:42-06:00 2025-06-30 930900579 MCDONALD JACOBS PC 121 SW SALMON ST STE 1100 PORTLAND OR 97204 990PF 2024-07-01 930491360 THE CARPENTER FOUNDATION CARP 5417725851 824 EAST MAIN ST 102 MEDFORD OR 97504 EMILY MOSTUE PRESIDENT 5417725851 2026-01-13 1 1 SANG AHN P00540880 5032270581 2024 2025-03-06 01:10:19Z X 22853135 X 0 X 13725 13725 791407 791407 364881 879111 364881 -20372 -20524 1149641 1149489 53162 31897 21265 114359 28529 85830 24155 5731 18424 13500 6750 6750 21967 21967 0 30184 4565 10718 5033 0 16547 0 16547 40080 10278 13502 318987 109717 173036 1004850 1004850 1323837 109717 1177886 -174196 1039772 746175 6402 6402 5660 5665 5665 16374514 16935595 21597020 1515314 1597437 1230801 36888 28074 4497 8814 8814 3780 4433 4433 18649940 18558346 22853135 246650 302050 50303 77505 296953 379555 X 18352987 18178791 18352987 18178791 18649940 18558346 18352987 -174196 0 18178791 0 18178791 PUBLICLY TRADED SECURITIES 879111 514230 364881 364881 364881 14453 0 14453 0 14453 9045 0 10000 0 19045 126 4466 4466 0 0 0 0 0 0 0 0 0 0 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 0 EMILY MOSTUE 824 E MAIN STREET SUITE 102 MEDFORD OR 97504 TRUSTEE/PRESIDENT 30.00 51617 1545 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 ALISON MOSTUE 824 E MAIN STREET SUITE 102 MEDFORD OR 97504 PROGRAM OFFICER 40.00 72885 11338 0 0 NONE 0 0 22084715 69019 0 22153734 0 0 22153734 332306 21821428 1091071 1091071 14453 14453 1076618 0 1076618 0 1076618 1177886 0 1177886 1076618 626548 0 0 1177886 626548 0 0 551338 0 0 0 0 0 0 0 0 525280 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. 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. 3000 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. 10000 OREGON SHAKESPEARE FESTIVAL ASSOCIATION 15 S PIONEER STREET ASHLAND OR 97520 N/A PC IN SUPPORT OF THE 2025 OSF 90TH ANNIVERSARY SEASON. 30000 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. 7500 SISKIYOU FIELD INSTITUTE PO BOX 207 SELMA OR 97538 N/A PC IN SUPPORT OF GENERAL OPERATING FUNDS TO MANAGE OUTDOOR EDUCATION PROGRAMS. 10000 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. 4000 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. 10000 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. 3000 THREE RIVERS COMMUNITY ORCHESTRA BOX 233 PLEASANT CREEK RD ROGUE RIVER OR 97537 N/A PC TOWARD A CONDUCTOR STIPEND AND VENUE RENTAL FUNDING. 2500 ASANTE FOUNDATION 2600 SISKIYOU BLVD MEDFORD OR 97504 N/A PC IN SUPPORT OF THE PEDIATRIC SEXUAL ASSAULT EXAMINER PROGRAM AT ASANTE. 5000 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. 12000 CAVE JUNCTION FARMERS MARKET PO BOX 2622 CAVE JUNCTION OR 97523 N/A PC IN SUPPORT OF ACTIVITIES FOR CHILDREN. 3000 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. 5000 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. 15000 SANCTUARY ONE 13195 UPPER APPLEGATE ROAD JACKSONVILLE OR 97530 N/A PC TO SUPPORT YOUTH FIELD TRIPS AND SERVICE-LEARNING PROGRAMS. 5000 MULTICULTURAL ASSOCIATION OF SOUTHERN OREGON PO BOX 67 MEDFORD OR 97501 N/A PC TOWARD SUPPORT OF THE AGENCYS DAY CAMP FOR KIDS. 5000 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. 7000 ST VINCENT DE PAUL SOCIETY - GRANTS PASS 132 SE H STREET GRANTS PASS OR 97526 N/A PC TOWARD GENERAL OPERATING SUPPORT. 3300 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. 10000 EAGLE POINT HIGH SCHOOL PO BOX 198 EAGLE POINT OR 97524 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 13500 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. 3000 SOUTHERN OREGON REPERTORY SINGERS PO BOX 1091 ASHLAND OR 97520 N/A PC TOWARD EXPANDING MARKETING TO CONNECT WITH THE BROADER COMMUNITY. 5000 A GREATER APPLEGATE PO BOX 335 JACKSONVILLE OR 97530 N/A PC IN SUPPORT OF WORKING GROUPS TO HELP WITH COMMUNITY RESILIENCE AND LIVABILITY. 5000 CROSSING BRIDGES THERAPEUTIC RIDING CENTER 6377 MONUMENT DRIVE GRANTS PASS OR 97526 N/A PC TOWARD THE PURCHASE OF AN EQUINE THERAPY HORSE. 5000 FREEDOM FARMS 575 SCHIEFFELIN GULCH RD GOLD HILL OR 97525 N/A PC IN SUPPORT OF POST INCARCERATION RESILINCE DEVELOPMENT THROUGH FARMING. 3000 ROGUE VALLEY WIND ENSEMBLE 720 GROVER ST ASHLAND OR 97520 N/A PC TO PROVIDE MENTORING SUPPORT FOR MIDDLE SCHOOL BAND STUDENTS. 6000 BRITT FESTIVALS PO BOX 1124 MEDFORD OR 97501 N/A PC IN SUPPORT OF THE 2025 ORCHESTRA SEASON. 30000 FRIENDS OF THE ANIMAL SHELTER PO BOX 1153 ASHLAND OR 97520 N/A PC IN SUPPORT OF A COMMUNITY SPAY & NEUTER CLINIC. 5000 ROGUE VALLEY MENTORING 2931 S PACIFIC HWY MEDFORD OR 97501 N/A PC IN SUPPORT OF MENTORING FOR JACKSON COUNTY YOUTH. 7000 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. 6000 ASHLAND NEW PLAYS FESTIVAL PO BOX 3314 ASHLAND OR 97520 N/A PC TOWARD COSTS TO PRODUCE THE ANNUAL 2024 FALL FESTIVAL. 8000 TRAILS OUTDOOR SCHOOL 158 WALKER AVE ASHLAND OR 97520 N/A PC TOWARD THE DEVELOPMENT OF AN OUTDOOR CLASSROOM AREA. 3000 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. 5000 ALS NORTHWEST 825 NE MULTNOMAH STREET 940 PORTLAND OR 97232 N/A PC TO PROVIDE SUPPORT TO INDIVIDUALS WITH ALS AND THEIR FAMILIES. 7500 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. 10000 JOSEPHINE COMMUNITY LIBRARY FOUNDATION 200 NW C STREET GRANTS PASS OR 97526 N/A PC TOWARD THE NEW GRANTS PASS LIBRARY PROJECT COSTS. 20000 RAICES DE BIENESTAR 4145 SW WATSON AVE STE 350 BEAVERTON OR 97005 N/A PC TOWARD GENERAL OPERATING SUPPORT. 5000 LIVING OPPORTUNITIES PO BOX 1105 MEDFORD OR 97501 N/A PC IN SUPPORT OF ACCESSIBLE OFFICE FURNISHINGS FOR A NEW HEADQUARTERS BUILDING. 20000 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. 20000 INNOVATION ACADEMY 1321 CENTER DRIVE MEDFORD OR 97501 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 3000 UNITED WAY OF JACKSON COUNTY 60 HAWTHORNE STREET MEDFORD OR 97504 N/A PC TOWARD GENERAL OPERATING SUPPORT. 25000 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. 4000 SOUTH MEDFORD HIGH SCHOOL 1551 CUNNINGHAM LANE MEDFORD OR 97501 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 20500 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. 12000 ASHLAND FAMILY YMCA 540 YMCA WAY ASHLAND OR 97520 N/A PC TOWARD NUTRITION IMPROVEMENT FOR PRESCHOOL & CHILDCARE YOUTH. 10000 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. 5000 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. 7500 ASHLAND HIGH SCHOOL 201 S MOUNTAIN AVENUE ASHLAND OR 97520 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 12500 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 5000 ILLINOIS VALLEY FAMILY COALITION 535 E RIVER STREET CAVE JUNCTION OR 97523 N/A PC TOWARD GENERAL OPERATING SUPPORT. 8000 ROGUE RIVER HIGH SCHOOL PO BOX 1045 ROGUE RIVER OR 97537 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 3500 SOUTHERN OREGON LAND CONSERVANCY PO BOX 954 ASHLAND OR 97520 N/A PC TOWARD GENERAL OPERATING SUPPORT. 12000 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. 8000 KXCJ-LP PO BOX 2518 CAVE JUNCTION OR 97523 N/A PC IN SUPPORT OF LOCAL FOCUS PROGRAMMING. 3000 MASLOW PROJECT PO BOX 999 MEDFORD OR 97501 N/A PC IN SUPPORT OF PERMANENT SUPPORTIVE HOUSING CASE MANAGEMENT. 17000 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. 5000 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. 15000 PHOENIX HIGH SCHOOL PO BOX 697 PHOENIX OR 97535 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 9000 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. 15000 SPIRAL LIVING CENTER 9044 TAKILMA RD CAVE JUNCTION OR 97523 N/A PC IN SUPPORT OF THE ILLINOIS VALLEY COMMUNITY FOOD PROJECT. 5000 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. 8000 NORTH MEDFORD HIGH SCHOOL 1900 N KEENE WAY DRIVE MEDFORD OR 97504 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 19500 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. 10000 SOUTHERN OREGON GUILD PO BOX 1596 CAVE JUNCTION OR 97523 N/A PC TOWARD SUPPORT FOR THE EMPLOYMENT OF THE MANAGING DIRECTOR. 5000 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. 12000 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. 6000 ART PRESENCE INC PO BOX 1925 JACKSONVILLE OR 97530 N/A PC IN SUPPORT OF THE ORGANIZATION'S 2024-25 EDUCATION PROGRAM. 4000 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. 22500 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. 7500 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. 5000 OPPORTUNITIES FOR HOUSING RESOURCES AND ASSISTANCE PO BOX 1133 ASHLAND OR 97520 N/A PC TOWARD PROVIDING MEALS FOR GUESTS AT THE OHRA SHELTER. 7500 GRANTS PASS HIGH SCHOOL 830 NE 9TH ST GRANTS PASS OR 97526 N/A GOV IN SUPPORT OF THE EVERGREEN SPORTS COMPLEX LIGHTING PROJECT. 5000 PARTNERSHIPS IN COMMUNITY LIVING INC 480 MAIN ST EAST MONMOUTH OR 97361 N/A PC TOWARD TECHNOLOGY AND FURNISHINGS AT THE AGENCYS HEADQUARTERS. 5000 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. 5000 PACIFICA A GARDEN IN THE SISKIYOUS PO BOX 1 WILLIAMS OR 97544 N/A PC TOWARD NEW COMPUTER EQUIPMENT. 7000 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. 5000 PROSPECT HIGH SCHOOL PO BOX 40 PROSPECT OR 97536 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 1000 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. 3000 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. 3000 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. 3000 CRATER HIGH SCHOOL 300 ASH STREET CENTRAL POINT OR 97502 N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 16500 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. 10000 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. 5000 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. 3000 BARNSTORMERS THEATRE INC 112 NE EVELYN AVE GRANTS PASS OR 97526 N/A PC TOWARD THE THE REPLACEMENT OF LIGHTING FIXTURES IN THE THEATRE. 1500 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. 10000 CARE FOUNDATION PO BOX 1870 MERRIFIELD VA 22116 N/A PC AN UNSOLICITED GRANT MADE IN THE NAME OF HELEN BUNDY CARPENTER. 4000 COMPASS HOUSE 37 N IVY STREET MEDFORD OR 97501 N/A PC IN SUPPORT OF MEMBER SKILLS DEVELOPMENT AND CPR/AED TRAINING. 12500 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. 9000 CRATERIAN PERFORMANCES COMPANY 23 S CENTRAL AVE MEDFORD OR 97501 N/A PC TOWARD GENERAL OPERATING SUPPORT. 10000 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. 5000 GIRLS BUILD PO BOX 11893 PORTLAND OR 97211 N/A PC IN SUPPORT OF THE GIRLS BUILD SUMMER CAMPS IN JACKSON AND JOSEPHINE COUNTIES. 5000 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. 10000 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. 7000 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. 4000 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. 15000 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. 5000 MAGDALENE HOME PO BOX 255 MEDFORD OR 97501 N/A PC IN SUPPORT OF STAFF WAGES. 3000 MIRACLE THEATRE GROUP 525 SE STARK PORTLAND OR 97214 N/A PC TOWARD A BILINGUAL AND BICULTURAL ARTS RESIDENCY PROGRAM FOR LOCAL SCHOOLS. 4000 OREGON ALLIANCE OF INDEPENDENT COLLEGES & UNIVERSITIES 8215 SW TUALATIN SHERWOOD RD STE 200 TUALATIN OR 97062 N/A PC TO PROVIDE SCHOLARSHIPS TO STUDENTS FROM JACKSON AND JOSEPHINE COUNTIES TO ATTEND PRIVATE COLLEGES AND UNIVERSITIES. 7150 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. 3000 PEACE HOUSE PO BOX 524 ASHLAND OR 97520 N/A PC IN SUPPORT OF A WEEKLY COMMUNITY MEAL FEEDING THE HUNGRY IN ASHLAND. 5000 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. 5000 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. 3000 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. 5000 ROGUE RIVER COMMUNITY CENTER PO BOX 295 ROGUE RIVER OR 97537 N/A PC TOWARD REPLACING WINDOWS AT THE THRIFT STORE BUILDING. 10000 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. 10000 SCIENCE WORKS HANDS-ON MUSEUM 1500 E MAIN STREET ASHLAND OR 97520 N/A PC TOWARD THE IMPROVEMENT OF ACCESSIBILITY AT THE MUSEUM. 15000 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. 3000 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. 15000 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. 8000 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. 10000 SPARTAN BOXING 729 WELCH STREET MEDFORD OR 97501 N/A PC GENERAL OPERATING SUPPORT. 8000 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. 2000 WILDLIFE IMAGES REHABILITATION & EDUCATION CENTER PO BOX 36 MERLIN OR 97532 N/A PC TOWARD THE PURCHASE OF FIRE SUPPRESSION EQUIPMENT. 6000 YOUTH SYMPHONY OF SOUTHERN OREGON PO BOX 4291 MEDFORD OR 97501 N/A PC TOWARD SUPPORT FOR THE 2024-25 CONCERT SEASON. 8500 949450 PACIFIC CREST COUNCIL BOY SCOUTS OF AMERICA 2525 MARTIN LUTHER KING JR BLVD EUGENE OR 97401 N/A PC TOWARD GENERAL OPERATING SUPPORT. 3000 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. 10000 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. 4000 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. 8000 REDWOOD ELEMENTARY SCHOOL 3163 LEONARD ROAD GRANTS PASS OR 97527 N/A GOV IN SUPPORT OF BUILDING A NEW PLAYGROUND STRUCTURE AT THE SCHOOL. 5000 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. 2400 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. 5000 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. 10000 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. 7000 CARE FOUNDATION PO BOX 1870 MERRIFIELD VA 22116 N/A PC AN UNSOLICITED GRANT MADE IN THE NAME OF HELEN BUNDY CARPENTER. 4000 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. 5000 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. 5000 YOUTH SYMPHONY OF SOUTHERN OREGON PO BOX 4291 MEDFORD OR 97501 N/A PC IN SUPPORT OF THE 2025-26 CONCERT SEASON. 9000 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. 10000 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. 7000 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. 8000 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. 10000 APPLEGATE SISKIYOU ALLIANCE PO BOX 114 JACKSONVILLE OR 97530 N/A PC TOWARD THE ACORN WOMAN LOOKOUT ARTIST RESIDENCE PROGRAM. 1000 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. 4000 ROGUE COMMUNITY COLLEGE FOUNDATION 3345 REDWOOD HWY GRANTS PASS OR 97527 N/A PC FOR JACKSON & JOSEPHINE COUNTY STUDENT SCHOLARSHIPS. 25000 PEACE HOUSE PO BOX 524 ASHLAND OR 97520 N/A PC IN SUPPORT OF A WEEKLY COMMUNITY MEAL FEEDING THE HUNGRY IN ASHLAND. 4000 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. 15000 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. 5000 OREGON ALLIANCE OF INDEPENDENT COLLEGES & UNIVERSITIES 8215 SW TUALATIN SHERWOOD RD STE 200 TUALATIN OR 97062 N/A PC TO PROVIDE SCHOLARSHIPS TO STUDENTS FROM JACKSON AND JOSEPHINE COUNTIES TO ATTEND PRIVATE COLLEGES AND UNIVERSITIES. 7150 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. 7000 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. 3000 SOUTHERN OREGON UNIVERSITY FOUNDATION 1250 SISKIYOU BLVD ASHLAND OR 97520 N/A PC IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. 30000 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. 5000 ROGUE VALLEY ART ASSOCIATION 40 S BARTLETT STREET MEDFORD OR 97501 N/A PC TOWARD GENERAL OPERATING SUPPORT. 10000 SPARTAN BOXING 729 WELCH STREET MEDFORD OR 97501 N/A PC IN SUPPORT OF AN AFTER-SCHOOL YOUTH ENRICHMENT PROGRAM. 8000 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. 5000 COMPASS HOUSE 37 N IVY STREET MEDFORD OR 97501 N/A PC TOWARD GENERAL OPERATING SUPPORT. 12500 PARKER HOUSE PROJECT 2895 HWY 66 ASHLAND OR 97520 N/A PC TOWARD GENERAL OPERATING SUPPORT. 5000 MIRACLE THEATRE GROUP 525 SE STARK PORTLAND OR 97214 N/A PC TOWARD A BILINGUAL ARTS RESIDENCY PROGRAM FOR LOCAL SCHOOLS. 4000 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. 15000 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. 4000 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. 5000 SCIENCEWORKS HANDS-ON MUSEUM 1500 E MAIN STREET ASHLAND OR 97520 N/A PC TOWARD GENERAL OPERATING SUPPORT. 15000 302050 14 13725 14 791407 18 364881 UBI FROM PARTNERSHIPS 900099 152 NET LOSS FROM OTHER INVESTMENTS 900099 14 -20524 152 1149489 0 1149641 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 13500 6750 6750 TELEPHONE SYSTEM 2000-09-01 2655 2655 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 5830 5830 SL 5.000000000000 0 0 CONFERENCE TABLE 2013-09-30 3514 3514 SL 7.000000000000 0 0 COPIER - KONICA 2017-04-06 5225 5225 SL 5.000000000000 0 0 CONFERENCE TABLE 2018-12-18 2130 1672 SL 7.000000000000 304 0 TOUCHPOINT NETWORK 2023-01-30 1685 477 SL 5.000000000000 337 0 FOUNDANT TECHNOLOGY 2023-02-15 8500 6021 SL 2.000000000000 2479 0 COHEN & STEERS PREFERRED SEC & INC FUND 2449117 2292491 DODGE & COX INTERNATIONAL STOCK FUND 2000481 2957214 DODGE & COX STOCK FUND 1105357 1841143 JPMORGAN LARGE CAP GROWTH FUND - I 1339716 1935978 PIMCO TOTAL RETURN FUND 3147303 2646844 T. ROWE PRICE GLOBAL MULTI-SECTOR BOND FUND 2248747 2037683 VANGUARD 500 INDEX FUND ADMIRAL SHARES 626703 1909597 VANGUARD EMERGING MARKETS SELECT STOCK FUND 1048732 1425730 VANGUARD EXTENDED MARKET INDEX 826363 1541995 VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADMIRAL 2143076 3008345 NORTHGATE IV AT COST 173694 52214 NORTHGATE PRIVATE EQUITIES AT COST 16492 9504 NORTHGATE PRIVATE EQUITIES II AT COST 58427 11354 NORTHGATE PRIVATE EQUITIES III AT COST 63595 13466 NORTHGATE V AT COST 333869 207185 NORTHGATE VENTURE II AT COST 133150 181134 NORTHGATE VENTURE III AT COST 119198 66542 NORTHGATE VENTURE VII AT COST 699012 689402 TELEPHONE SYSTEM 2655 2655 0 CABINETS 292 292 0 2 FILE CABINETS 300 300 0 POSTAGE SCALE 63 63 0 GRANTWRITING SOFTWARE 5830 5830 0 CONFERENCE TABLE 3514 3514 0 COPIER - KONICA 5225 5225 0 CONFERENCE TABLE 2130 1976 154 TOUCHPOINT NETWORK 1685 814 871 FOUNDANT TECHNOLOGY 8500 8500 0 DEPOSIT 3780 4433 4433 TELEPHONE 3062 1531 1531 OFFICE EXPENSES 9479 4740 4739 INSURANCE 5372 1074 4298 DUES AND SUBSCRIPTIONS 2772 1386 1386 ANNUAL REPORT 1384 692 692 MISCELLANEOUS 1711 855 856 DEFERRED TAX EXPENSE 16300 0 0 UBI FROM PARTNERSHIPS 152 152 NET LOSS FROM OTHER INVESTMENTS -20524 -20524 -20524 ACCRUED EXPENSES 6651 5350 DEFERRED EXCISE TAXES 43400 59700 EXCISE TAX PAYABLE 252 12455 INVESTMENT MANAGEMENT FEES 21967 21967 0 STATE FILING FEES 2550 0 2550 PROVISION FOR EXCISE TAXES 14901 0 0 PAYROLL TAXES 12733 4565 8168