Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 07-01-2013 , and ending 06-30-2014
Name of foundation
THE CARPENTER FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)824 EAST MAIN ST NO 102   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MEDFORD, OR97504
A Employer identification number

93-0491360
B Telephone number (see instructions)

(541) 772-5851
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$19,912,465J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 23 23  
4 Dividends and interest from securities...... 724,780 724,780  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 496,568
b Gross sales price for all assets on line 6a 3,822,471
7 Capital gain net income (from Part IV, line 2)... 496,568
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment -52,084 -54,606  
12 Total. Add lines 1 through 11........ 1,169,287 1,166,765  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 39,251 23,550   15,701
14 Other employee salaries and wages...... 94,516 21,610   72,906
15 Pension plans, employee benefits....... 17,066 5,341   11,725
16a Legal fees (attach schedule)......... Click to see attachment 9,787 4,893   4,894
b Accounting fees (attach schedule)....... Click to see attachment 15,765 7,882   7,883
c Other professional fees (attach schedule).... Click to see attachment 23,256 23,256   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 56,467 3,672   11,039
19 Depreciation (attach schedule) and depletion... 976 976  
20 Occupancy.............. 14,790 0   14,790
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 21,324 8,674   12,650
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 293,198 99,854   151,588
25 Contributions, gifts, grants paid........ 711,339 711,339
26 Total expenses and disbursements. Add lines 24 and 25 1,004,537 99,854   862,927
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 164,750
b Net investment income (if negative, enter -0-) 1,066,911
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 142,706 15,314 15,314
2 Savings and temporary cash investments.......... 19,581 18,601 18,601
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 11,211,712 Click to see attachment12,602,308 14,426,647
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 4,524,249 Click to see attachment3,470,995 5,446,834
14 Land, buildings, and equipment: basis bullet19,437
Less: accumulated depreciation (attach schedule) bullet15,301 1,598 4,136 4,136
15 Other assets (describe bullet) Click to see attachment18,211 Click to see attachment933 Click to see attachment933
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,918,057 16,112,287 19,912,465
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................... 177,100 179,100
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment20,900 Click to see attachment48,380
23 Total liabilities (add lines 17 through 22).......... 198,000 227,480
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 15,647,626 15,884,807
25 Temporarily restricted................ 72,431 0
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 15,720,057 15,884,807
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 15,918,057 16,112,287
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 15,720,057
2 Enter amount from Part I, line 27a..................... 2 164,750
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 15,884,807
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 15,884,807
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a SALES OF SECURITIES P    
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 3,822,471   3,325,903 496,568
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       496,568
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 496,568
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 872,874 17,355,533 0.050294
2011 855,872 16,836,509 0.050834
2010 775,582 17,193,422 0.045109
2009 814,323 15,957,050 0.051032
2008 860,557 15,905,091 0.054106
2 Total of line 1, column (d) ...................... 2 0.251375
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.050275
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 18,758,685
5 Multiply line 4 by line 3....................... 5 943,093
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 10,669
7 Add lines 5 and 6......................... 7 953,762
8 Enter qualifying distributions from Part XII, line 4.............. 8 862,927
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 21,338
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 21,338
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 21,338
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 12,624
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 14,300
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 26,924
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,586
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet5,586 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOR
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.CARPENTER-FOUNDATION.ORG
    14
    The books are in care ofbulletTHE CARPENTER FOUNDATION Telephone no.bullet (541) 772-5851
    Located atbullet824 E MAIN STREET SUITE 102MEDFORDOR ZIP+4bullet97504
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    EMILY MOSTUE TRUSTEE/PRESIDENT
    12.00     		38,108 1,143 0
    824 E MAIN STREET SUITE 102
    MEDFORD,OR97504
    KAREN C ALLAN TRUSTEE/VP & SEC
    3.00     		0 0 0
    824 E MAIN STREET SUITE 102
    MEDFORD,OR97504
    WILLIAM MOFFAT TRUSTEE/TREASURER/INVESTMENT MANAGER
    5.00     		0 0 0
    824 E MAIN STREET SUITE 102
    MEDFORD,OR97504
    SUE NAUMES FAMILY TRUSTEE
    3.00     		0 0 0
    824 E MAIN STREET SUITE 102
    MEDFORD,OR97504
    DAN THORNDIKE FAMILY TRUSTEE
    3.00     		0 0 0
    824 E MAIN STREET SUITE 102
    MEDFORD,OR97504
    MARK SCHIVELEY PUBLIC TRUSTEE
    3.00     		0 0 0
    824 E MAIN STREET SUITE 102
    MEDFORD,OR97504
    MINDY FERRIS PUBLIC TRUSTEE
    3.00     		0 0 0
    824 E MAIN STREET SUITE 102
    MEDFORD,OR97504
    LINDA HUGLE PUBLIC TRUSTEE
    3.00     		0 0 0
    824 E MAIN STREET SUITE 102
    MEDFORD,OR97504
    SARA HOPKINS-POWELL PUBLIC TRUSTEE
    3.00     		0 0 0
    824 E MAIN STREET SUITE 102
    MEDFORD,OR97504
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    937,934
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    21,338
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
    103
    c
    Add lines 2a and 2b............................
    2c
    21,441
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    916,493
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    916,493
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    916,493
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 916,493
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 89,081
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 862,927
    a Applied to 2012, but not more than line 2a 89,081
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 773,846
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		142,647
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THE CARPENTER FOUNDATION
    824 EAST MAIN ST NO 102
    MEDFORD,OR97504
    (541) 772-5732
    bThe form in which applications should be submitted and information and materials they should include:
    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.
    cAny submission deadlines:
    GRANT APPLICATION DEADLINES ARE SET QUARTERLY. PLEASE CALL (541)772-5732 FOR DEADLINE DATES.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACCESS INC
    3630 AVIATION WAY
    MEDFORD,OR97504     		  PC PURCHASE OF NEEDED ACCESSORIES AND MAINTENANCE FOR EQUIPMENT LOANED THROUGH THE MEDICAL EQUIPMENT PROGRAM. 10,000
    ADDICTIONS RECOVERY CENTER
    1003 W MAIN STREET
    MEDFORD,OR97501     		  PC TOWARD THE PURCHASE OF ELECTRONIC HEALTH RECORD SOFTWARE. 10,000
    AMERICAN HEART ASSOCIATION OF OREGON
    4380 SW MACADAM AVE
    PORTLAND,OR97239     		  PC IN SUPPORT OF A PROGRAM TO TEACH 500 MIDDLE SCHOOL STUDENTS TO PERFORM CPR AND TO BE ABLE TO TEACH OTHERS. 3,000
    APPLEGATE PARTNERSHIP
    PO BOX 899
    JACKSONVILLE,OR97530     		  PC FOR COSTS ASSOCIATED WITH COMPLETING AN ASSESSMENT OF FISH PASSAGE BARRIERS ON CREEKS IN THE APPLEGATE WATERSHED, AS WELL AS RESTORING THEM. 5,000
    ASHLAND CONTEMPORARY THEATRE
    PO BOX 3284
    ASHLAND,OR97520     		  PC TO PURCHASE AN ENTRY LEVEL LIGHTING KIT FOR USE IN THE THEATRE. 1,987
    ASHLAND EMERGENCY FOOD BANK
    PO BOX 3578
    ASHLAND,OR97520     		  PC TOWARD THE PURCHASE OF FRESH FOOD TO BE DISTRIBUTED. 5,000
    ASHLAND HIGH SCHOOL
    201 S MOUNTAIN AVE
    ASHLAND,OR97520     		  GOV STUDENT COLLEGE SCHOLARSHIPS. 14,400
    BEAR CREEK WATERSHED EDUCATION PARTNERS
    PO BOX 751
    ASHLAND,OR97520     		  PC IN SUPPORT OF A VARIETY OF EDUCATIONAL PROGRAMS, RENT, STUDENT TRANSPORTATION, SYMPOSIUM SUPPLIES AND BOARD OF DIRECTORS INSURANCE. 2,200
    BOYS & GIRLS CLUBS OF THE ROGUE VALLEY
    203 SE 9TH STREET
    GRANTS PASS,OR97526     		  PC IN SUPPORT OF AN AFTER SCHOOL PROGRAM PROVIDING HOMEWORK HELP, LEARNING ACTIVITIES AND CLASSES, AND FAMILY COMMUNICATION ACTIVITIES. 10,000
    BRITT FESTIVALS
    PO BOX 1124
    MEDFORD,OR97501     		  PC TOWARD COSTS ASSOCIATED WITH THE 2014 CLASSICAL MUSIC FESTIVAL. 22,000
    BUTTE FALLS HIGH SCHOOL
    625 FIR
    BUTTE FALLS,OR97522     		  GOV STUDENT COLLEGE SCHOLARSHIPS. 1,100
    CARE FOUNDATION
    1402 3RD AVE SUITE 912
    ATLANTA,GA30303     		  PC TO PROVIDE INTERNATIONAL ECONOMIC ASSISTANCE TO WOMEN IN POVERTY. 3,000
    CASA OF JACKSON COUNTY
    613 MARKET STREET
    MEDFORD,OR97504     		  PC IN SUPPORT OF IMPLEMENTING THE PEER COORDINATOR MODEL FOR THE JOSEPHINE COUNTY CASA PROGRAM AS IT TRANSITIONS TO BE PART OF JACKSON COUNTY CASA. 7,000
    CENTER FOR NON-PROFIT LEGAL SERVICES
    PO BOX 1586
    MEDFORD,OR97501     		  PC IN SUPPORT OF PROVIDING CITIZENSHIP INSTRUCTION AND NATURALIZATION APPLICATION SERVICES TO LOCAL RESIDENTS. 8,000
    CHILDREN'S ADVOCACY CENTER OF JACKSON COUNTY
    816 W 10TH STREET
    MEDFORD,OR97501     		  PC TOWARD THE PURCHASE OF STANDARDIZED MENTAL HEALTH ASSESSMENT TOOLS AND SPECIAL SUPPLIES FOR THERAPY SESSIONS WITH CHILDREN. 5,500
    CITY OF JACKSONVILLE
    PO BOX 7
    JACKSONVILLE,OR97530     		  GOV TOWARD THE COST OF UPGRADING THE LIGHTING FROM THE BRITT PARKING LOT UP TO THE BRITT ENTRANCE. 7,500
    CLASSROOM LAW PROJECT
    620 SW MAIN ST SUITE 102
    PORTLAND,OR97205     		  PC IN SUPPORT OF TWO CIVIC EDUCATION PROGRAMS FOR STUDENTS AND TEACHERS IN JACKSON AND JOSEPHINE COUNTY SCHOOLS. 6,000
    COLLEGE DREAMS INC
    PO BOX 1407
    GRANTS PASS,OR97528     		  PC TO EXPAND A PROGRAM PROVIDING COLLEGE SCHOLARSHIP ASSISTANCE TO LOW-INCOME STUDENTS IN MEDFORD SCHOOLS. 8,000
    COMMUNITY HEALTH CENTER
    19 MYRTLE STREET
    MEDFORD,OR97504     		  PC IN SUPPORT OF GENERAL OPERATING COSTS. 20,000
    COMPASS HOUSE
    1032 W MAIN STREET
    MEDFORD,OR97501     		  PC FOR COSTS RELATED TO HIRING A CONSULTANT TO WORK THROUGH A STRATEGIC PLANNING PROCESS, AS WELL AS FOR STAFF TRAINING. 10,000
    CONSUMER CREDIT COUNSELING SERV OF SO OREGON
    820 CRATER LAKE AVE 202
    MEDFORD,OR97504     		  PC IN SUPPORT OF A PROGRAM PROVIDING MONEY MANAGEMENT SERVICES TO LOCAL LOW-INCOME SENIORS. 3,500
    COUNCIL ON FOUNDATIONS
    2121 CRYSTAL DR SUITE 700
    ARLINGTON,VA22202     		  PC PORTION OF MEMBERSHIP DUES THAT ARE USED FOR CHARITABLE PURPOSES. 1,520
    CRATER HIGH SCHOOL
    300 ASH STREET
    CENTRAL POINT,OR97502     		  GOV STUDENT COLLEGE SCHOLARSHIPS. 16,500
    CRATERIAN PERFORMANCES COMPANY
    23 S CENTRAL AVE
    MEDFORD,OR97501     		  PC IN SUPPORT OF THE PROGRAMS AND OPERATIONS OF THE ORGANIZATION. 5,000
    DANCING PEOPLE COMPANY
    310 OAK STREET SUITE 5
    ASHLAND,OR97520     		  PC IN SUPPORT OF A TWO WEEK DANCE RESIDENCY PROGRAM IN LOCAL HIGH SCHOOLS. 5,000
    DOWN-SYNDROME ASSOCIATION OF SOUTHERN OREGON
    33 N CENTRAL AVE SUITE 205
    MEDFORD,OR97501     		  PC TOWARD TRANSLATING THE "READING ABOUT ME" BEGINNING READING PROGRAM INTO SPANISH. 5,000
    EAGLE POINT HIGH SCHOOL
    PO BOX 198
    EAGLE POINT,OR97524     		  GOV STUDENT COLLEGE SCHOLARSHIPS. 12,000
    EUGENE DEBBS POTTS FOUNDATION
    PO BOX 324
    MERLIN,OR97532     		  POF TOWARD THE PURCHASE AND INSTALLATION OF 20 ALUMINUM SIGNS FOR OUTDOOR EXHIBITS AND DISPLAY BUILDINGS. 1,000
    FAMILY SOLUTIONS
    358 S OAKDALE AVE
    MEDFORD,OR97501     		  PC TOWARD THE PURCHASE OF COUCHES AND MATTRESSES FOR THE RESIDENTIAL GROUP HOME. 4,600
    FRACTURED ATLAS PRODUCTIONS
    248 W 35TH ST 10TH FLOOR
    NEW YORK,NY10001     		  PC IN SUPPORT OF THE OPERA WORKSHOP, OPERA SCENES CONCERT, VOCAL COMPETITION, AND WINNERS CONCERTS. 3,000
    HEALTHY DEMOCRACY FUND
    519 SW PARK AVE SUITE 602
    PORTLAND,OR97205     		  PC IN SUPPORT OF A PROGRAM THAT WILL BRING CITIZENS FROM JACKSON COUNTY TOGETHER TO STUDY BALLOT MEASURES AND PROVIDE AN EVALUATION OF THEM. 5,000
    HEALTHY U
    PO BOX 1491
    CAVE JUNCTION,OR97523     		  PC IN SUPPORT OF A PSYCHO-EDUCATIONAL SUPPORT PROGRAM FOR TEEN AND PRE-TEEN GIRLS IN THE ILLINOIS VALLEY. 4,000
    HEART & HOPE MUSIC
    321 S CLAY ST 98
    ASHLAND,OR97520     		  PC IN SUPPORT OF PROVIDING A MUSIC THERAPY PROGRAM IN LOCAL ELDER CARE HOMES AND INSTITUTIONS. 3,000
    HEARTS WITH A MISSION
    711 MEDFORD CENTER 334
    MEDFORD,OR97504     		  PC FOR AN EDUCATIONAL COORDINATOR STAFF POSITION TO HELP YOUTH CONTINUE THEIR EDUCATION. 3,000
    HOPE EQUESTRIAN CENTER
    PO BOX 396
    EAGLE POINT,OR97524     		  PC TO PROVIDE SCHOLARSHIP ASSISTANCE TO INDIVIDUALS PARTICIPATING IN A THERAPEUTIC RIDING PROGRAM. 6,000
    ILLINOIS RIVER VALLEY ARTS COUNCIL
    PO BOX 522
    CAVE JUNCTION,OR97523     		  PC IN SUPPORT OF A BILINGUAL ARTS RESIDENCY PROGRAM AT CRATER HIGH SCHOOL. 4,000
    ILLINOIS VALLEY FAMILY COALITION
    535 E RIVER STREET
    CAVE JUNCTION,OR97523     		  PC TOWARD THE REPLACEMENT OF HVAC UNITS IN THE FACILITY. 6,000
    JACKSON COUNTY LIBRARY SYSTEM
    205 S CENTRAL AVE
    MEDFORD,OR97501     		  PC TOWARD THE PURCHASE OF BOOKS ON A VARIETY OF SUBJECTS. 3,000
    JOSEPHINE COMMUNITY LIBRARIES
    PO BOX 1684
    GRANTS PASS,OR97528     		  PC TOWARD COSTS ASSOCIATED WITH REPAIRING, REBUILDING AND MODERNIZING THE MATERIALS IN THE LIBRARY SYSTEM. 15,000
    JOSEPHINE COUNTY FAIRGROUNDS
    500 NW 6TH STREET
    GRANTS PASS,OR97526     		  GOV TOWARD CAPITAL IMPROVEMENTS AT THE ARTS & CRAFTS BUILDING AT THE FAIRGROUNDS. 6,000
    JPR FOUNDATION INC
    1250 SISKIYOU BLVD
    ASHLAND,OR97520     		  PC TOWARD THE RESTORATION OF THE HOLLY THEATRE AS A PERFORMING ARTS FACILITY. 10,000
    KAIROS
    715 SW RAMSEY AVE
    GRANTS PASS,OR97527     		  PC TOWARD THE PURCHASE OF VIDEO CONFERENCE EQUIPMENT FOR THE PROVISION OF MENTAL HEALTH SERVICES FOR CHILDREN. 5,000
    KLAMATH-SISKIYOU WILDLANDS CENTER
    PO BOX 102
    ASHLAND,OR97520     		  PC IN SUPPORT OF A PROGRAM TO FOSTER PUBLIC AWARENESS OF RARE BOTANICAL TREASURES AND IMPROVE THE ABILITY TO SECURE PROTECTIONS FOR THOSE AREAS. 4,000
    LOMAKATSI RESTORATION PROJECT
    PO BOX 3084
    ASHLAND,OR97520     		  PC IN SUPPORT OF A SUMMER PROGRAM FOR LOCAL YOUTH TO PARTICIPATE IN A VARIETY OF WATERSHED RESTORATION EDUCATION AND ACTIVITIES. 6,000
    LOTUS RISING PROJECT
    711 MEDFORD CENTER 154
    MEDFORD,OR97504     		  PC TO PROVIDE AN ANTI-BULLYING OUTREACH PROGRAM IN LOCAL SCHOOLS ON BEHALF OF LESBIAN, BISEXUAL, GAY AND TRANSGENDER YOUTH. 3,000
    MAGDALENE HOME
    12 BLACK OAK DRIVE
    MEDFORD,OR97504     		  PC FOR THE RESIDENT EMERGENCY FUND AND FOR GENERAL OPERATING EXPENSES. 3,000
    MASLOW PROJECT
    500 MONROE STREET
    MEDFORD,OR97501     		  PC TO PROVIDE CASE MANAGEMENT AND WRAP-AROUND SUPPORT SERVICES TO HOMELESS STUDENTS AND THEIR FAMILIES. 10,000
    MEDFORD FIRST CHRISTIAN CHURCH
    1900 CRATER LAKE AVE
    MEDFORD,OR97504     		  PC TO PURCHASE FREE STANDING PLAY STATIONS FOR THE PRE-SCHOOL PLAYGROUND. 1,500
    MEDIATION WORKS
    33 N CENTRAL AVE SUITE 219
    MEDFORD,OR97501     		  PC IN SUPPORT OF CONFLICT RESOLUTION EDUCATION IN LOCAL SCHOOLS. 7,000
    MEDICAL TEAMS INTERNATIONAL
    PO BOX 10
    PORTLAND,OR97207     		  PC IN SUPPORT OF A MOBILE DENTAL VAN PROVIDING FREE DENTAL CARE TO LOCAL LOW-INCOME RESIDENTS. 5,000
    MIRACLE THEATRE GROUP
    425 SE 6TH AVE
    PORTLAND,OR97214     		  PC IN SUPPORT OF A BILINGUAL ARTS RESIDENCY PROGRAM AT CRATER HIGH SCHOOL. 1,500
    MULTICULTURAL ASSOCIATION OF SOUTHERN OREGON
    PO BOX 795
    TALENT,OR97540     		  PC IN SUPPORT OF A SERIES OF WEEKLY FOLKLORIC DANCE CLASSES FOR LATINA MOTHERS AND DAUGHTERS. 2,000
    NON-PROFIT ASSOCIATION OF OREGON
    5100 SW MACADAM AVE SUITE 360
    PORTLAND,OR97239     		  PC IN SUPPORT OF A SERIES OF TRAINING SESSIONS FOR LOCAL NON-PROFIT STAFF. 10,000
    NORTH MEDFORD HIGH SCHOOL
    1900 N KEENE WAY DR
    MEDFORD,OR97504     		  GOV STUDENT COLLEGE SCHOLARSHIPS. 21,500
    OREGON ALLIANCE OF IND COLLEGES AND UNIVERSITIES
    16101 SW 72ND AVE SUITE 100
    PORTLAND,OR97224     		  PC TO FUND SCHOLARSHIPS FOR STUDENTS TO STUDY AT PRIVATE COLLEGES AND UNIVERSITIES IN OREGON. 6,500
    OREGON CONSERVATORY OF PERFORMING ARTS
    PO BOX 1359
    MEDFORD,OR97501     		  PC FOR SCHOLARSHIPS FOR LOW-INCOME YOUTH TO PARTICIPATE IN VARIOUS YOUTH THEATRE PROGRAMS. 4,000
    OREGON SHAKESPEARE FESTIVAL ASSOCIATION
    PO BOX 158
    ASHLAND,OR97520     		  PC IN SUPPORT OF SPECIAL MATINEES AND DISCOUNT PRICE PERFORMANCES FOR STUDENTS AND LOW-INCOME RESIDENTS. 25,000
    PARKSIDE ELEMENTARY SCHOOL
    735 SW WAGNER MEADOWS DR
    GRANTS PASS,OR97526     		  GOV TOWARD THE FINAL PHASE OF CONSTRUCTING AN ALL-INCLUSIVE ACCESSIBLE PLAYGROUND. 2,000
    PHOENIX HIGH SCHOOL
    PO BOX 697
    PHOENIX,OR97535     		  GOV STUDENT COLLEGE SCHOLARSHIPS. 9,100
    PHOENIX-TALENT SCHOOL DISTRICT
    PO BOX 698
    PHOENIX,OR97535     		  GOV IN SUPPORT OF A ONE WEEK RESIDENTIAL PROGRAM AT SOU TO ENCOURAGE LATINO STUDENTS TO ATTEND COLLEGE. 10,000
    PLANNED PARENTHOOD OF SW OREGON
    125 S CENTRAL AVE SUITE 201
    MEDFORD,OR97501     		  PC IN SUPPORT OF A HEALTH FAIR TO OFFER SEXUAL HEALTH SERVICES TO LESBIAN, GAY, BISEXUAL, TRANSGENDER AND QUESTIONING YOUTH AND ADULTS. 3,000
    PROSPECT HIGH SCHOOL
    PO BOX 40
    PROSPECT,OR97536     		  GOV STUDENT COLLEGE SCHOLARSHIPS. 1,100
    REACHING OUR COMMUNITY
    564 SW FOUNDRY ST
    GRANTS PASS,OR97526     		  PC IN SUPPORT OF STAFFING COSTS RELATED TO OPERATION OF THE FOOD PANTRY. 10,000
    ROGUE BASIN COORDINATIONG COUNCIL
    PO BOX 1214
    MEDFORD,OR97501     		  PC IN SUPPORT OF THE ACTIVITIES AND INITIATIVES COORDINATED BY THE RBCC. 3,000
    ROGUE COMMUNITY COLLEGE FOUNDATION
    3345 REDWOOD HWY
    GRANTS PASS,OR97527     		  PC FOR JACKSON & JOSEPHINE COUNTY SCHOLARSHIPS. 25,000
    ROGUE GALLERY & ART CENTER
    40 S BARTLETT ST
    MEDFORD,OR97501     		  PC SUPPORT FOR THE 2014 VISUAL ART EXHIBITION SERIES AND ITS RELATED LECTURES AND EVENTS. 7,500
    ROGUE RETREAT
    529 N RIVERSIDE
    MEDFORD,OR97501     		  PC TO ASSIST WITH REDUCING THE ORGANIZATION'S DEBT/MORTGAGE ON HOUSING FACILITIES FOR LOW-INCOME, HOMEL 7,500
    ROGUE RIVER HIGH SCHOOL
    PO BOX 1045
    ROGUE RIVER,OR97537     		  GOV STUDENT COLLEGE SCHOLARSHIPS. 4,500
    ROGUE RIVER MURAL SOCIETY
    PO BOX 546
    ROGUE RIVER,OR97537     		  PC TOWARD THE PAINTING OF A 107 FOOT LONG MURAL DEPICTING A LOGGING SCENE FROM 1900 ON THE OUTSIDE WALL OF MAIN BUILDING SUPPLY. 1,000
    ROGUE VALLEY CHORALE ASSOCIATION
    319 7TH STREET
    ROGUE RIVER,OR97537     		  PC IN SUPPORT OF COSTS ASSOCIATED WITH PRODUCING THE 2013 HOLIDAY CONCERT AT THE CRATERIAN THEATRE. 3,000
    ROGUE VALLEY COUNCIL OF GOVERNMENTS
    PO BOX 3275
    CENTRAL POINT,OR97502     		  GOV TOWARD THE PURCHASE OF AN EXTENDED CARGO VAN TO TRANSPORT FOOD TO MEAL SITES. 8,000
    ROGUE VALLEY FARM TO SCHOOL
    PO BOX 898
    ASHLAND,OR97520     		  PC IN SUPPORT OF HIRING A PART-TIME ADMINISTRATIVE ASSISTANT. 5,000
    ROGUE VALLEY SYMPHONY
    1250 SISKIYOU BLVD
    ASHLAND,OR97520     		  PC IN SUPPORT OF THE CHAMBER PLAYERS IN THE CLASSROOM AND CLASSICAL COACHES IN THE CLASSROOM PROGRAMS IN LOCAL SCHOOLS. 10,000
    ROOTS & WINGS CHILD DEVELOPMENT
    3703 INTERNATIONAL WAY
    MEDFORD,OR97504     		  PC TO PROVIDE TUITION ASSISTANCE FOR LOW-INCOME CHILDREN TO PARTICIPATE IN THE COMMUNITY PRE-SCHOOL. 3,500
    ROSE CIRCLE MENTORING NETWORK
    PO BOX 116
    TALENT,OR97540     		  PC IN SUPPORT OF A PROGRAM PROVIDING VOLUNTEER MENTORS TO YOUNG MOTHERS. 2,500
    RUSK RANCH NATURE CENTER
    PO BOX 872
    CAVE JUNCTION,OR97523     		  PC IN SUPPORT OF HIRING A PROFESSIONAL BUILDING DESIGNER TO WORK WITH LOCAL SENIOR CLASS STUDENTS TO CREATE A PRELIMINARY DESIGN FOR THE RUSK RANCH NATURE CENTER FACILITY. 1,000
    SALVATION ARMY
    PO BOX 757
    MEDFORD,OR97501     		  PC TO PROVIDE EMERGENCY FUNDS TO LOW-INCOME LOCAL FAMILIES FOR ONE-TIME ENERGY AND RENT ASSISTANCE. 10,000
    SISKIYOU FIELD INSTITUTE
    PO BOX 207
    SELMA,OR97538     		  PC IN SUPPORT OF A VARIETY OF FIELD-BASED NATURAL HISTORY EDUCATION PROGRAMS FOR CHILDREN IN GRADES 3-7. 7,000
    SISKIYOU MOUNTAIN CLUB
    340 A STREET SUITE 112
    ASHLAND,OR97520     		  PC FOR A PROGRAM PROVIDING AND PAYING HIGH SCHOOL STUDENTS TO WORK ON WILDERNESS TRAIL PROJECTS, AS WELL AS PROVIDING THEM WITH A SCHOLARSHIP AWARD FOR COLLEGE. 4,000
    SISKIYOU VIOLINS
    989 GOLDEN ASPEN PLACE
    ASHLAND,OR97520     		  PC FOR GENERAL OPERATING SUPPORT AND SCHOLARSHIPS FOR PRIVATE MUSIC CLASSES FOR PARTICIPATING STUDENTS. 3,000
    SOLAR FOR ALL INC
    6342 SCHROEDER LANE
    GRANTS PASS,OR97527     		  PC TOWARD THE PURCHASE AND INSTALLATION OF SOLAR PHOTOVOLTAIC POWER FOR HOMES BEING BUILT BY ROGUE VALLEY HABITAT FOR HUMANITY. 2,000
    SOUTH MEDFORD HIGH SCHOOL
    815 S OAKDALE AVENUE
    MEDFORD,OR97501     		  GOV IN SUPPORT OF A JOINT PROGRAM WITH RCC FOR HIGH SCHOOL STUDENTS TO COMPLETE THE BASIC HEALTHCARE CERTIFICATE PROGRAM. 2,500
    SOUTH MEDFORD HIGH SCHOOL
    815 S OAKDALE AVENUE
    MEDFORD,OR97501     		  GOV STUDENT COLLEGE SCHOLARSHIPS. 19,800
    SOUTHERN OREGON CHILD & FAMILY COUNCIL
    PO BOX 3697
    CENTRAL POINT,OR97502     		  PC IN SUPPORT OF A PROGRAM PROVIDING EDUCATIONAL SERVICES TO LOCAL LATINO FAMILIES. 17,000
    SOUTHERN OREGON EDUCATION SERVICE DISTRICT
    101 N GRAPE STREET
    MEDFORD,OR97501     		  GOV IN SUPPORT OF A PROGRAM PROVIDING EARLY LITERACY, LANGUAGE AND BEHAVIORAL SUPPORT TO VERY YOUNG CHILDREN WITH DISABILITIES. 4,000
    SOUTHERN OREGON GUILD
    PO BOX 1596
    CAVE JUNCTION,OR97523     		  PC TO PURCHASE SOUND AND PROJECTION EQUIPMENT FOR USE AT THE ARTISTS CENTER. 2,000
    SOUTHERN OREGON HISTORICAL SOCIETY
    106 N CENTRAL
    MEDFORD,OR97501     		  PC IN SUPPORT OF STAFFING AND FUNDING A PROFESSIONAL DEVELOPMENT OFFICE. 12,000
    SOUTHERN OREGON UNIVERSITY
    1250 SISKIYOU BLVD
    ASHLAND,OR97520     		  PC IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. 25,000
    ST CLAIR PRODUCTIONS
    PO BOX 835
    ASHLAND,OR97520     		  PC IN SUPPORT OF THE 2014-15 FOLK MUSIC SEASON. 1,500
    ST VINCENT DE PAUL SOCIETY
    132 SE H STREET
    GRANTS PASS,OR97526     		  PC TO PROVIDE RENT AND UTILITY ASSISTANCE TO LOW-INCOME RESIDENTS OF JOSEPHINE COUNTY. 8,000
    ST VINCENT DE PAUL SOCIETY
    PO BOX 1663
    MEDFORD,OR97501     		  PC TO PROVIDE ASSISTANCE FOR LOCAL LOW INCOME FAMILIES TO PREVENT HOME UTILITIES FROM BEING DISCONNECTE 15,000
    START MAKING A READER TODAY
    101 SW MARKET STREET
    PORTLAND,OR97201     		  PC FOR COSTS ASSOCIATED WITH OPERATING THE SMART READING PROGRAM IN FIVE CENTRAL POINT ELEMENTARY SCHOOLS. 5,000
    SUNNY WOLF YOUTH SERVICES INC
    PO BOX 233
    WOLF CREEK,OR97497     		  PC TOWARD COSTS ASSOCIATED WITH PROVIDING A VARIETY OF PROGRAMS AND SERVICES TO LOCAL YOUTH AND THEIR FAMILIES. 8,000
    SUSTAINABLE MARKETS FOUNDATION
    45 W 36TH ST SIXTH FLOOR
    NEW YORK,NY10018     		  PC TO HIRE A PART-TIME ORGANIZER TO RECRUIT VOLUNTEERS, ORGANIZE A CLIMATE ACTION CONFERENCE, AND TO DEVELOP FUNDING OPPORTUNITIES. 5,000
    UNITED COMMUNITY ACTION NETWORK
    2448 W HARVARD AVE
    ROSEBURG,OR97470     		  PC TOWARD THE PURCHASE AND INSTALLATION OF BAR CODING SOFTWARE FOR USE AT THE JOSEPHINE COUNTY FOOD BANK. 5,000
    UNITED WAY OF JACKSON COUNTY
    1457 E MCANDREWS RD
    MEDFORD,OR97504     		  PC IN SUPPORT OF GENERAL OPERATIONS. 20,000
    UPPER ROGUE WATERSHED ASSOCIATION
    PO BOX 1128
    SHADY COVE,OR97539     		  PC FOR COSTS RELATED TO MERGING FOUR LOCAL WATERSHED COUNCILS INTO ONE. 4,000
    VETERANS IN RECOVERY
    107 E MAIN STREET SUITE 9
    MEDFORD,OR97504     		  PC IN SUPPORT OF A FIVE DAY PEER SUPPORT TRAINING PROGRAM TO INCREASE THE NUMBER OF CERTIFIED RECOVERY MENTORS. 3,000
    VOLPACT INC
    PO BOX 4
    MEDFORD,OR97501     		  PC IN SUPPORT OF THE GENERAL OPERATIONS OF THE ORGANIZATION. 5,000
    WHITE OAK FARM & EDUCATION CENTER
    1940 KINCAID RD
    WILLIAMS,OR97544     		  PC IN SUPPORT OF A THREE DAY, TWO NIGHT RESIDENTIAL FARM CAMPING EXPERIENCE FOR LOCAL YOUTH AGES 12-16 YEARS. 2,000
    WILDLIFE IMAGES
    PO BOX 36
    MERLIN,OR97532     		  PC IN SUPPORT OF A PROGRAM BRINGING ELEMENTARY SCHOOL STUDENTS TO WILDLIFE IMAGES FOR A HANDS-ON SCIENCE EDUCATIONAL PROGRAM. 3,000
    YOGA BLUE
    3130 E OJAI AVE
    CAMARILLO,CA93012     		  PC FOR A PROGRAM PROVIDING A VARIETY OF MIND-BODY THERAPIES TO YOUTH RESIDING IN THE LITHIA SPRINGS RESIDENTIAL TREATMENT HOMES. 2,000
    YOUTH SYMPHONY OF SOUTHERN OREGON
    PO BOX 4291
    MEDFORD,OR97501     		  PC GENERAL OPERATING SUPPORT FOR THE 2014-15 CONCERT SEASON. 8,000
    OREGON NONPROFIT LEADERS CONFERENCE (FISCAL SPON UNITED WAY JACKSON CNTY)
    1457 EAST MCANDREWS
    MEDFORD,OR97504     		  PC TO SUPPORT ANNUAL OREGON NONPROFIT LEADERS CONFERENCE. 1,500
    PRIOR YEAR GRANT PROCEEDS RETURNED
    N/A
    NA,OR97504     		  N/A PRIOR YEAR GRANT PROCEEDS RETURNED TO CARPENTER FOUNDATION IN THE CURRENT YEAR. -6,468
    Total .................................bullet 3a 711,339
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 23  
    4 Dividends and interest from securities....     14 724,780  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 496,568  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aUBI FROM PARTNERSHIPS 900099 2,522      
    bNET NON-UBI LOSS FROM PARTNERSHIP INVESTMENTS     14 -54,606  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 2,522 1,166,765 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,169,287
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    THE CARPENTER FOUNDATION
    EIN: 93-0491360
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 15,765 7,882   7,883

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE CARPENTER FOUNDATION
    EIN: 93-0491360
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MUTUAL FUNDS 12,602,308 14,426,647

    TY 2013 InvestmentsOtherSchedule2
    Name:
    THE CARPENTER FOUNDATION
    EIN: 93-0491360
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LIMITED PARTNERSHIP INTERESTS AT COST 2,581,851 5,023,159
    OTHER EQUITY SECURITIES AT COST 889,144 423,675

    TY 2013 LegalFeesSchedule
    Name:
    THE CARPENTER FOUNDATION
    EIN: 93-0491360
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 9,787 4,893   4,894


    TY 2013 OtherAssetsSchedule
    Name:
    THE CARPENTER FOUNDATION
    EIN: 93-0491360
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    EXCISE TAX RECEIVABLE 17,278 0 0
    DEPOSIT 933 933 933


    TY 2013 OtherExpensesSchedule
    Name:
    THE CARPENTER FOUNDATION
    EIN: 93-0491360
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TELEPHONE 2,150 1,075   1,075
    OFFICE EXPENSES 5,028 2,514   2,514
    EQUIPMENT REPAIR & MAINT. 2,684 1,342   1,342
    INSURANCE 4,410 882   3,528
    DUES AND SUBSCRIPTIONS 1,457 728   729
    ANNUAL REPORT 1,519 759   760
    BOARD EXPENSES 1,660 166   1,494
    OTHER EXPENSES 2,416 1,208   1,208


    TY 2013 OtherIncomeSchedule2
    Name:
    THE CARPENTER FOUNDATION
    EIN: 93-0491360
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    UBI FROM PARTNERSHIPS 2,522   2,522
    NET NON-UBI LOSS FROM PARTNERSHIP INVESTMENTS -54,606 -54,606 -54,606


    TY 2013 OtherLiabilitiesSchedule
    Name:
    THE CARPENTER FOUNDATION
    EIN: 93-0491360
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAXES 20,900 38,000
    EXCISE TAX PAYABLE 0 10,380


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THE CARPENTER FOUNDATION
    EIN: 93-0491360
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 23,256 23,256   0


    TY 2013 TaxesSchedule
    Name:
    THE CARPENTER FOUNDATION
    EIN: 93-0491360
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAX EXPENSE 10,359 3,522   6,837
    OREGON CT-12 1,200 0   1,200
    OREGON EXCISE TAX 150 150   0
    PROVISION FOR FEDERAL EXCISE TAX 21,412 0   0
    LICENSES AND FEES 6,004 0   3,002
    DEFERRED TAX BENEFIT 17,100 0   0
    PROVISION FOR FEDERAL UBI TAX 242 0   0