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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
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$19,156,454J 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
Sch. B ...............
3 Interest on savings and temporary cash investments 19 19  
4 Dividends and interest from securities...... 1,100,510 1,100,510  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 529,846
b Gross sales price for all assets on line 6a 2,814,234
7 Capital gain net income (from Part IV, line 2)... 529,846
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 8,409 -1,886  
12 Total. Add lines 1 through 11........ 1,638,784 1,628,489  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 52,244 30,145   22,099
14 Other employee salaries and wages...... 88,930 17,381   71,549
15 Pension plans, employee benefits....... 22,398 5,378   14,441
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 11,180 5,590   5,590
c Other professional fees (attach schedule).... Click to see attachment 19,523 19,523   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 19,180 150   1,200
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,101 1,101  
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 19,550 7,729   11,822
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 248,896 86,997   141,491
25 Contributions, gifts, grants paid........ 740,268 528,868
26 Total expenses and disbursements. Add lines 24 and 25 989,164 86,997   670,359
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 649,620
b Net investment income (if negative, enter -0-) 1,541,492
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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............... 15,314 103,183 103,183
2 Savings and temporary cash investments.......... 18,601 18,620 18,620
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)........ 12,602,308 Click to see attachment13,099,453 13,868,854
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)........... 3,470,995 Click to see attachment3,559,998 5,161,829
14 Land, buildings, and equipment: basis bullet19,437
Less: accumulated depreciation (attach schedule) bullet16,402 4,136 Click to see attachment3,035 3,035
15 Other assets (describe bullet) Click to see attachment933 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) 16,112,287 16,785,222 19,156,454
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................. 179,100 211,400
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 attachment48,380 Click to see attachment39,395
23 Total liabilities (add lines 17 through 22).......... 227,480 250,795
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 15,884,807 16,534,427
25 Temporarily restricted................    
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 instructions)...... 15,884,807 16,534,427
31 Total liabilities and net assets/fund balances (see instructions).. 16,112,287 16,785,222
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 15,884,807
2 Enter amount from Part I, line 27a..................... 2 649,620
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 16,534,427
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 16,534,427
Form 990-PF (2014)
Form 990-PF (2014)
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 2,814,234   2,284,388 529,846
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       529,846
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 2 529,846
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 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))
2013 862,927 18,758,685 0.046001
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
2 Total of line 1, column (d) ...................... 2 0.243270
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 0.048654
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 19,128,912
5 Multiply line 4 by line 3....................... 5 930,698
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 15,415
7 Add lines 5 and 6......................... 7 946,113
8 Enter qualifying distributions from Part XII, line 4.............. 8 670,359
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 (2014)
Form 990-PF (2014)
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 30,830
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 30,830
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 30,830
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 21,360
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 17,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 38,360
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 7,530
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet7,530 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 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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 2014, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    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 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 2014?.............
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    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 2014 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 2014.)....................
    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 2014?
    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 4945(d)(4)(A)? (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
    Yes
     
    .........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). Click to see attachment
    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 (2014)
    Form 990-PF (2014)
    Page 7
    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     		39,060 1,172 0
    824 E MAIN STREET SUITE 102
    MEDFORD,OR97504
    KAREN C ALLAN TRUSTEE/VP & SEC
    3.00     		12,012 0 0
    824 E MAIN STREET SUITE 102
    MEDFORD,OR97504
    WILLIAM MOFFAT TRUSTEE/TREASURER/INVESTME
    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
    HYLA LIPSON 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
    MINDY FERRIS PUBLIC 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
    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
    PAULA WILLIAMS PROGRAM OFFICER
    40.00     		65,412 9,464 0
    824 E MAIN STREET SUITE 102
    MEDFORD,OR97504
    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 (2014)
    Form 990-PF (2014)
    Page 8
    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 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
    19,298,307
    b
    Average of monthly cash balances.......................
    1b
    118,873
    c
    Fair market value of all other assets (see instructions)................
    1c
    3,035
    d
    Total (add lines 1a, b, and c).........................
    1d
    19,420,215
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    19,420,215
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    291,303
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    19,128,912
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    956,446
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    956,446
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    30,830
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
    1,233
    c
    Add lines 2a and 2b............................
    2c
    32,063
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    924,383
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    924,383
    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
    924,383
    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
    670,359
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    670,359
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    670,359
    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 (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 924,383
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 142,647
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009.......  
    b From 2010.......  
    c From 2011.......  
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 670,359
    a Applied to 2013, but not more than line 2a 142,647
    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 2014 distributable amount..... 527,712
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2014. 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 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		396,671
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011....  
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014....  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    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 2014, 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) 2014 (b) 2013 (c) 2012 (d) 2011
             
    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 (2014)
    Form 990-PF (2014)
    Page 11
    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
    A FAMILY FOR EVERY CHILD
    1675 W 11TH AVE
    EUGENE,OR97402     		  PC TO SUPPORT PLACING FOSTER CHILDREN INTO PERMANENT HOMES. 5,000
    AGE FRIENDLY INNOVATORS
    PO BOX 688
    JACKSONVILLE,OR97530     		  PC OPERATING SUPPORT TO KEEP SENIOR CITIZENS IN THEIR OWN HOMES. 3,000
    ASHLAND ARTISAN GALLERY & ART CENTER
    357 E MAIN ST
    ASHLAND,OR97520     		  PC TOWARD HIRING A DEVELOPMENT DIRECTOR. 5,000
    ASHLAND FAMILY YMCA
    540 YMCA WAY
    ASHLAND,OR97520     		  PC TO PROVIDE SWIMMING LESSONS TO 2ND GRADERS IN THE ASHLAND AND TALENT ELEMENTARY SCHOOLS. 5,000
    ASHLAND HIGH SCHOOL
    201 S MOUNTAIN AVE
    ASHLAND,OR97520     		  GOV STUDENT COLLEGE SCHOLARSHIPS. 14,400
    BOYS & GIRLS CLUBS OF THE ROGUE VALLEY
    203 SE 9TH STREET
    GRANTS PASS,OR97526     		  PC IN SUPPORT OF AN AFTER SCHOOL PROGRAM PROVIDING A VARIETY OF EDUCATIONAL ACTIVITIES. 10,000
    BRITT FESTIVALS
    PO BOX 1124
    MEDFORD,OR97501     		  PC IN SUPPORT OF 2015 CLASSICAL MUSIC FESTIVAL. 22,000
    BUTTE FALLS HIGH SCHOOL
    625 FIR
    BUTTE FALLS,OR97522     		  GOV STUDENT COLLEGE SCHOLARSHIPS. 1,100
    CASA OF JACKSON COUNTY
    613 MARKET STREET
    MEDFORD,OR97504     		  PC IN SUPPORT OF THE PEER COORDINATOR PROGRAM IN JACKSON AND JOSEPHINE COUNTIES. 15,000
    CLASSROOM LAW PROJECT
    620 SW MAIN ST SUITE 102
    PORTLAND,OR97205     		  PC TO ASSIST LOCAL TEACHERS TO BRING CIVIC-FOCUSED SOCIAL STUDIES PROGRAMS INTO THEIR CLASSROOMS. 5,000
    CONSUMER CREDIT COUNSELING SERV OF SO OREGON
    820 CRATER LAKE AVE 202
    MEDFORD,OR97504     		  PC IN SUPPORT OF A PROGRAM TO PROVIDE FINANCIAL LITERACY PROGRAMS IN A VARIETY OF LOCAL VENUES. 3,500
    COUNCIL ON FOUNDATIONS
    2121 CRYSTAL DR SUITE 700
    ARLINGTON,VA22202     		  PC PORTION OF MEMBERSHIP DUES THAT ARE USED FOR CHARITABLE PURPOSES. 1,500
    CRATER HIGH SCHOOL
    300 ASH STREET
    CENTRAL POINT,OR97502     		  GOV STUDENT COLLEGE SCHOLARSHIPS. 16,500
    EAGLE POINT HIGH SCHOOL
    PO BOX 198
    EAGLE POINT,OR97524     		  GOV STUDENT COLLEGE SCHOLARSHIPS. 12,000
    EVANS VALLEY COMMUNITY ASSOCIATION
    8205 E EVANS CREEK RD
    ROGUE RIVER,OR97537     		  PC TOWARD THE REPLACEMENT OF THE ROOF AT THE EVANS VALLEY COMMUNITY ASSOCIATION. 4,000
    FAMILY NURTURING CENTER
    212 N OAKDALE
    MEDFORD,OR97501     		  PC TO EXPAND THE HEALTHY FOOD PROGRAM AND GARDEN AT ONTRACK'S MOMS HOME PROGRAM. 7,500
    FRACTURED ATLAS PRODUCTIONS
    248 W 35TH ST 10TH FLOOR
    NEW YORK,NY10001     		  PC IN SUPPORT OF BRAVA! OPERA THEATER TO PROVIDE LOCAL OPERA PROGRAMS. 5,000
    GRANTS PASS MUSEUM OF ART
    PO BOX 966
    GRANTS PASS,OR97526     		  PC TO PURCHASE AN LED LIGHTING SYSTEM THROUGHOUT THE MUSEUM. 7,000
    GREATER APPLEGATE COMMUNITY DEVELOPMENT
    PO BOX 3107
    APPLEGATE,OR97530     		  PC TOWARD RENOVATION OF THE PLAYGROUND AREA AT CANTRALL-BUCKLEY PARK. 5,000
    HOPE EQUESTRIAN CENTER
    PO BOX 396
    EAGLE POINT,OR97524     		  PC TO PROVIDE SCHOLARSHIPS TO YOUTH TO PARTICIPATE IN A THERAPEUTIC RIDING PROGRAM. 6,000
    JACKSON COUNTY SEXUAL ASSAULT RESPONSE TEAM
    43 MORNINGLIGHT DR
    ASHLAND,OR97520     		  PC IN SUPPORT OF AN ONGOING SEXUAL VIOLENCE PREVENTION PROGRAM IN LOCAL SCHOOLS FOR 6-12TH GRADERS. 8,500
    JUNIOR LEAGUE OF JACKSON COUNTY
    PO BOX 1504
    MEDFORD,OR97501     		  PC TO PROVIDE BACKPACKS FILLED WITH NUTRITIOUS FOOD TO LOW INCOME ELEMENTARY SCHOOL CHILDREN FOR WEEKEN 3,000
    KIDS UNLIMITED
    821 N RIVERSIDE AVE
    MEDFORD,OR97501     		  PC TOWARD AN OUTDOOR EDIBLE PLAYGROUND. 12,500
    LOTUS RISING PROJECT
    249 WIMER ST 34
    ASHLAND,OR97520     		  PC IN SUPPORT OF A SOCIAL JUSTICE-BASED THEATER PROGRAM FOR LESBIAN, GAY, BISEXUAL AND TRANSGENDER YOUTH. 3,000
    MASLOW PROJECT
    500 MONROE STREET
    MEDFORD,OR97501     		  PC TO PROVIDE COMPREHENSIVE CASE MANAGEMENT SERVICES TO HOMELESS YOUTH AND FAMILIES. 10,000
    MODERN ROOTS FOUNDATION
    910 GLENDALE AVE
    ASHLAND,OR97520     		  PC TO PROVIDE SCHOLARSHIPS TO LOCAL YOUTH TO PARTICIPATE IN MUSIC EDUCATION PROGRAMS AND CAMPS. 2,000
    NATIVES OF ONE WIND INDIGENOUS ALLIANCE
    300 CREEKSIDE RD
    ASHLAND,OR97520     		  PC TO SUPPORT THE INTERNATIONAL WORLD PEACE AND PRAYER DAY, A FOUR DAY EVENT. 6,000
    NORTH MEDFORD HIGH SCHOOL
    1900 N KEENE WAY DR
    MEDFORD,OR97504     		  GOV STUDENT COLLEGE SCHOLARSHIPS. 21,500
    NORTH MEDFORD HIGH SCHOOL
    1900 N KEENE WAY DR
    MEDFORD,OR97504     		  GOV FOR OSF ARTISTS TO PRESENT WORKSHOPS AT NORTH AND SOUTH MEDFORD HIGH SCHOOLS. 2,000
    OPTIONS FOR HOMELESS RESIDENTS OF ASHLAND
    497 LORI LANE
    ASHLAND,OR97520     		  PC TO EXPAND THE NUMBER OF HOURS THE ASHLAND COMMUNITY RESOURCE CENTER CAN BE OPEN. 10,000
    ORCHARD HILL ELEMENTARY SCHOOL
    1011 LA LOMA DR
    MEDFORD,OR97504     		  GOV IN SUPPORT OF A TWO WEEK WEST AFRICAN CULTURAL ARTS RESIDENCY PROGRAM. 3,500
    OREGON ALLIANCE OF IND COLLEGES AND UNIVERSITIES
    16101 SW 72ND AVE SUITE 100
    PORTLAND,OR97224     		  PC TO FUND SHOLARSHIPS FOR STUDENTS TO STUDY AT PRIVATE COLLEGES AND UNIVERSITIES IN OREGON. 6,600
    OREGON COAST AQUARIUM
    2820 SE FERRY SLIP RD
    NEWPORT,OR97365     		  PC SUPPORT OF A SCIENCE PROGRAM PROVIDING PRESENTATIONS TO LOCAL SCHOOLS. 2,500
    OREGON CONSERVATORY OF PERFORMING ARTS
    PO BOX 1359
    MEDFORD,OR97501     		  PC OPERATING FUNDS FOR A BOOKKEEPER, ASSISTANT ARTISTIC DIRECTOR, AND DONOR DEVELOPMENT CONSULTANT. 5,000
    OREGON MUSEUM OF SCIENCE & INDUSTRY
    1945 SE WATER AVE
    PORTLAND,OR97214     		  PC SUPPORT OF BRINGING A VARIETY OF INTERACTIVE SCIENCE PROGRAMS TO SCHOOLS. 2,500
    OREGON NONPROFIT LEADERS CONFERENCE
    C/O UNITED WAY-769 SPRING ST
    MEDFORD,OR97504     		  PC SPONSORSHIP FOR SPRING 2015 CONFERENCE. 1,500
    OREGON SHAKESPEARE FESTIVAL ASSOCIATION
    PO BOX 158
    ASHLAND,OR97520     		  PC IN SUPPORT OF SPECIAL MATINEES AND REDUCED PRICE PERFORMANCES FOR STUDENTS AND LOW-INCOME RESIDENTS. 25,000
    P ANNIE'S SECRET GARDEN
    932 QUEEN ANNE AVE
    MEDFORD,OR97504     		  PC TO ADD NEW LOCAL ORGANIC GARDENS TO PROVIDE FRESH FOOD TO THE LOW-INCOME COMMUNITY. 1,000
    PACIFICA A GARDEN IN THE SISKIYOUS
    PO BOX 1
    WILLIAMS,OR97544     		  PC TOWARD COSTS ASSOCIATED WITH PAINTING THE EXTERIOR OF A HISTORIC HOUSE USED FOR COMMUNITY ACTIVITIES. 3,000
    PHOENIX COUNSELING CENTER
    PO BOX 1257
    PHOENIX,OR97535     		  PC SUPPORT OF A PROGRAM WITH ARMADILLO TECHNICAL INSTITUE TO IMPROVE STUDENTS ACADEMIC SKILLS. 3,500
    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 TOWARD UPGRADING TECHNOLOGY SYSTEMS. 6,000
    PORTLAND OPERA
    211 SE CARUTHERS ST
    PORTLAND,OR97214     		  PC TO BRING AN OPERA PRODUCTION TO LOCAL SCHOOLS AND COMMUNITIES. 2,500
    PROSPECT HIGH SCHOOL
    PO BOX 40
    PROSPECT,OR97536     		  GOV STUDENT COLLEGE SCHOLARSHIPS. 1,100
    ROGUE GALLERY & ART CENTER
    40 S BARTLETT ST
    MEDFORD,OR97501     		  PC SUPPORT FOR THE 2015 VISUAL ART EXHIBITION SERIES AND ITS RELATED LECTURES AND EVENTS. 7,500
    ROGUE RETREAT
    529 N RIVERSIDE
    MEDFORD,OR97501     		  PC TO HELP PAY OFF THE REMAINING MORTGAGE ON HOUSING PROPERTIES. 7,500
    ROGUE RIVER ELEMENTARY SCHOOL
    PO BOX 1045
    ROGUE RIVER,OR97537     		  GOV TOWARD AN LED SIGN ON SCHOOL CAMPUS TO PROVIDE INFORMATION ABOUT SCHOOL AND COMMUNITY EVENTS. 3,000
    ROGUE RIVER HIGH SCHOOL
    PO BOX 1045
    ROGUE RIVER,OR97537     		  GOV STUDENT COLLEGE SCHOLARSHIPS. 4,500
    ROGUE VALLEY CHORALE ASSOCIATION
    319 7TH STREET
    ROGUE RIVER,OR97537     		  PC IN SUPPORT OF A CONCERT INVOLVING ALL ROGUE VALLEY CHORALE CHORUSES. 2,000
    ROGUE VALLEY HARMONIZERS
    201 WAGON WHEEL DR
    MEDFORD,OR97504     		  PC SUPPORT OF A PROGRAM TEACHING SINGING TO STUDENTS AT HIDDEN VALLEY HIGH SCHOOL. 2,250
    ROGUE WORLD MUSIC
    2305-C ASHLAND ST 421
    ASHLAND,OR97520     		  PC FOR A NEW CHILDREN'S CHOIR. 2,000
    ROSE CIRCLE MENTORING NETWORK
    PO BOX 116
    TALENT,OR97540     		  PC TO PROVIDE MENTORS TO YOUNG MOTHERS. 2,500
    SALVATION ARMY-GRANTS PASS
    PO BOX 1065
    GRANTS PASS,OR97528     		  PC TOWARD THE PURCHASE AND DISTRIBUTION OF FOOD FOR PEOPLE IN NEED. 7,500
    SCIENCE WORKS HANDS-ON MUSEUM
    1500 E MAIN ST
    ASHLAND,OR97520     		  PC SUPPORT FOR A VARIETY OF EDUCATIONAL PROGRAMS IN LOCAL SCHOOLS. 15,000
    SISKIYOU FIELD INSTITUTE
    PO BOX 207
    SELMA,OR97538     		  PC TO SUPPORT A VARIETY OF EDUCATIONAL PROGRAMS WITH LOCAL SCHOOLS. 7,500
    SISKIYOU MOUNTAIN CLUB
    340 A STREET SUITE 112
    ASHLAND,OR97520     		  PC SUPPORT OF HIRING INTERNS FOR CONSERVATION STEWARDSHIP PROJECTS. 5,000
    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 SUPPORT OF A PROGRAMS AND SERVICES TO AMERICAN INDIAN AND ALASKAN NATIVE YOUTH. 4,000
    SOUTHERN OREGON PUBLIC TELEVISION
    28 S FIR ST
    MEDFORD,OR97501     		  PC SUPPORT FOR THE TELEVISION PROGRAM "IMMENSE POSSIBILITIES". 7,000
    SOUTHERN OREGON REPERTORY SINGERS
    PO BOX 1091
    ASHLAND,OR97520     		  PC SUPPORT OF A PROGRAM PROVIDING INTERACTIVE CHORAL CONCERTS AND EDUCATIONAL PROGRAMS TO LOCAL YOUTH AND ELDERS. 1,500
    SPIRAL LIVING CENTER
    PO BOX 2093
    CAVE JUNCTION,OR97523     		  PC TOWARD THE ESTABLISHMENT OF A NEW COMMUNITY RADIO STATION IN THE ILLINOIS VALLEY. 2,500
    ST MARK'S EPISCOPAL CHURCH
    426 W 6TH ST
    MEDFORD,OR97501     		  PC TOWARD THE PURCHASE OF FRESH FOODS TO BE DISTRIBUTED THROUGH THE FOOD PANTRY. 5,000
    ST VINCENT DE PAUL SOCIETY GRANTS PASS
    132 SE H STREET
    GRANTS PASS,OR97526     		  PC TO PROVIDE FINANCIAL ASSISTANCE FOR BASIC NEEDS SUCH AS RENT AND UTILITIES, FOR PEOPLE IN NEED. 10,000
    ST VINCENT DE PAUL SOCIETY MEDFORD
    PO BOX 1663
    MEDFORD,OR97501     		  PC TO ASSIST FAMILIES WHO ARE IN DANGER OF HAVING THEIR UTILITIES SHUT OFF. 15,000
    START MAKING A READER TODAY (SMART)
    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 CHARTER SCHOOL
    PO BOX 438
    WOLF CREEK,OR97497     		  PC TOWARD THE REMODELING OF THE GYM BATHROOM AS PART OF BECOMING A RED CROSS SHELTER FOR THE LOCAL COMMUNITY. 7,000
    THE DOME SCHOOL
    PO BOX 812
    CAVE JUNCTION,OR97523     		  PC TOWARD CONSTRUCTION OF TWO NEW CLASSROOMS AND A LIBRARY. 10,000
    THREE RIVERS SCHOOL DISTRICT
    PO BOX 160
    MURPHY,OR97533     		  GOV FOR SUPPLIES AND COSTS ASSOCIATED WITH PROVIDING A FREE COMMUNITY VISION CLINIC IN THE MERLIN AREA. 5,000
    UNITARIAN UNIVERSALISTS OF GRANTS PASS
    PO BOX 1602
    GRANTS PASS,OR97528     		  PC TO PROVIDE BACKPACKS FILLED WITH USEFUL ITEMS TO HOMELESS TEENS IN JOSEPHINE COUNTY. 4,000
    UNITED COMMUNITY ACTION NETWORK
    280 KENNETH FORD DR
    ROSEBURG,OR97470     		  PC TOWARD THE PURCHASE OF PUSH-BACK DOUBLE-DEEP RACKING FOR 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
    WINTERSPRING CENTER
    PO BOX 8169
    MEDFORD,OR97501     		  PC TO PROVIDE A VARIETY OF SERVICES TO THOSE WHO HAVE EXPERIENCED A PERSONAL LOSS DUE TO SUICIDE. 5,000
    WOMEN'S CRISIS SUPPORT TEAM
    560-A NE F ST 430
    GRANTS PASS,OR97526     		  PC IN SUPPORT OF A VIOLENCE PREVENTION EDUCATION PROGRAM IN JOSEPHINE COUNTY SCHOOLS. 10,000
    ZZ PRIOR YEAR GRANT PROCEEDS RETURNED TO IN THE CURRENT YEAR
    N/A
    NA,OR97504     		  N/A PRIOR YEAR GRANT PROCEEDS RETURNED TO CARPENTER FOUNDATION IN THE CURRENT YEAR. -5,982
    EUGENE DEBBS POTTS FOUNDATION
    PO BOX 324
    MERLIN,OR97532     		  POF TOWARD THE PURCHASE OF ALL-WEATHER SIGNS FOR OUTDOOR DISPLAYS AT THE POTTSVILLE HISTORICAL MUSEUM. 1,000
    Total .................................bullet 3a 528,868
    bApproved for future payment
    AMERICAN HEART ASSOCIATION
    4380 SW MACADAM AVE
    PORTLAND,OR97239     		  PC IN SUPPORT OF TEACHING CPR TO MIDDLE SCHOOL STUDENTS AND UP TO COMMUNITY MEMBERS 3,000
    BALLET FOLKLORICO RITMO ALEGRE
    PO BOX 795
    TALENT,OR97540     		  PC DANCE PROGRAM AT KIDS UNLIMITED. 3,000
    BUTTE FALLS COMMUNITY SCHOOL PARTNERSHIP
    PO BOX 358
    BUTTE FALLS,OR97522     		  PC IN SUPPORT OF AN OUTDOOR-BASED PRESCHOOL PROGRAM FOR 3-5 YEAR OLDS. 5,000
    CARE FOUNDATION
    4616 25TH AVE NE 477
    SEATTLE,WA30303     		  PC A GRANT MADE IN MEMORY OF HELEN BUNDY CARPENTER. 3,000
    CHILDREN'S ADVOCACY CENTER OF JACKSON COUNTY
    816 W 10TH ST
    MEDFORD,OR97501     		  PC TO RE-DESIGN THE INTAKE BROCHURE FOR CLIENTS RECEIVING SERVICES. 5,000
    CRATERIAN PERFORMANCES COMPANY
    23 S CENTRAL AVE
    MEDFORD,OR97501     		  PC PURCHASE AND INSTALLATION OF FRONT FILL SPEAKERS FOR THE AUDITORIUM. 10,000
    DANCING PEOPLE COMPANY
    310 OAK ST SUITE 5
    ASHLAND,OR97520     		  PC IN SUPPORT OF AN ONGOING DANCE RESIDENCY PROGRAM AND A NEW MANAGING DIRECTOR POSITION. 7,500
    FAMILY SOLUTIONS
    1836 FREMONT ST
    ASHLAND,OR97520     		  PC FOR RENOVATIONS AT THE GIRLS GROUP HOME. 4,900
    HEART & HOPE MUSIC
    321 S CLAY ST 98
    ASHLAND,OR97520     		  PC GENERAL OPERATING SUPPORT FOR A MUSIC THERAPY PROGRAM IN ADULT FOSTER HOMES. 5,000
    HEARTS WITH A MISSION
    521 EDWARDS ST
    MEDFORD,OR97501     		  PC IN SUPPORT OF A NEW PROGRAM PROVIDING SAFE HOST HOMES FOR HOMELESS YOUTH. 5,000
    ILLINOIS VALLEY SAFE HOUSE ALLIANCE
    PO BOX 2490
    CAVE JUNCTION,OR97523     		  PC TO PROVIDE A DEEPER UNDERSTANDING OF THE DYNAMICS OF DOMESTIC VIOLENCE. 5,000
    JACKSON COUNTY LIBRARY SYSTEM
    205 S CENTRAL AVE
    MEDFORD,OR97501     		  GOV A GRANT TO PURCHASE BOOKS IN MEMORY OF ALFRED SV CARPENTER. 3,000
    LA CLINICA DEL VALLE
    3617 S PACIFIC HWY
    MEDFORD,OR97501     		  PC TO ASSIST WITH THE PURCHASE AND REMODELING OF A MEDICAL FACILITY. 25,000
    MAGDALENE HOME
    12 BLACK OAK DRIVE
    MEDFORD,OR97504     		  PC IN SUPPORT OF A PROGRAM SERVING TEENAGE MOTHERS. 3,000
    MEDICAL TEAMS INTERNATIONAL
    PO BOX 10
    PORTLAND,OR97207     		  PC IN SUPPORT OF A PROGRAM PROVIDING FREE DENTAL CLINICS TO LOW-INCOME RESIDENTS. 5,000
    MIRACLE THEATRE GROUP
    425 SE 6TH AVE
    PORTLAND,OR97214     		  PC IN SUPPORT OF A BILINGUAL THEATRE ARTS RESIDENCY AT A LOCAL HIGH SCHOOL. 2,000
    MULTICULTURAL ASSOCIATION OF SOUTHERN OREGON
    PO BOX 67
    MEDFORD,OR97501     		  PC IN SUPPORT OF STAFFING TO PRODUCE A NEW LOCAL NEWS RADIO SHOW ON KSKQ. 3,000
    PEACE HOUSE
    PO BOX 524
    ASHLAND,OR97520     		  PC TO SUPPORT UNCLE FOOD'S DINER, A MEAL PROGRAM FOR HOMELESS AND NEEDY RESIDENTS IN ASHLAND. 3,000
    REACHING OUR COMMUNITY
    564 SW FOUNDRY ST
    GRANTS PASS,OR97526     		  PC IN SUPPORT OF STAFF POSITIONS AT THE ROC FOOD BANK. 10,000
    ROGUE COMMUNITY COLLEGE FOUNDATION
    3345 REDWOOD HWY
    GRANTS PASS,OR97527     		  PC FOR JACKSON & JOSEPHINE COUNTY SCHOLARSHIPS. 25,000
    ROGUE RIVER SCHOOL DISTRICT
    PO BOX 1045
    ROGUE RIVER,OR97537     		  GOV TOWARD THE REPLACEMENT OF THE STADIUM BLEACHERS AT THE HIGH SCHOOL. 4,000
    ROGUE VALLEY SYMPHONY
    1250 SISKIYOU BLVD
    ASHLAND,OR97520     		  PC IN SUPPORT OF THE CHAMBER PLAYERS AND CLASSICAL COACHES IN THE CLASSROOM PROGRAMS IN LOCAL SCHOOLS. 12,000
    ROOTS & WINGS CHILD DEVELOPMENT
    3703 INTERNATIONAL WAY
    MEDFORD,OR97504     		  PC TO PROVIDE TUITION ASSISTANCE FOR LOW-INCOME CHILDREN TO PARTICIPATE IN THE PRE-SCHOOL PROGRAM. 4,000
    RUSK RANCH NATURE CENTER
    PO BOX 872
    CAVE JUNCTION,OR97523     		  PC TOWARD DEVELOPMENT OF PROFESSIONAL ARCHITECTURAL AND LANDSCAPE DESIGNS FOR A NEW NATURE CENTER. 5,000
    SANCTUARY ONE AT DOUBLE OAK FARM
    13195 UPPER APPLEGATE RD
    JACKSONVILLE,OR97530     		  PC FOR COSTS RELATED TO MAKING THE EDUCATIONAL GARDEN ACCESSIBLE TO THOSE WITH MOBILITY ISSUES. 3,000
    SOUTHERN OREGON HISTORICAL SOCIETY
    106 N CENTRAL
    MEDFORD,OR97501     		  PC IN SUPPORT OF THE DEVELOPMENBT DIRECTOR STAFF POSITION AND RELATED EXPENSES. 5,000
    SOUTHERN OREGON UNIVERSITY
    1250 SISKIYOU BLVD
    ASHLAND,OR97520     		  GOV IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. 25,000
    ST CLAIR PRODUCTIONS
    PO BOX 835
    ASHLAND,OR97520     		  PC TO SUPPORT THE ECLECTIC MUSIC SERIES. 2,000
    UPPER ROGUE COMMUNITY CENTER
    PO BOX 216
    SHADY COVE,OR97539     		  PC TOWARD COSTS ASSOCIATED WITH PROVIDING MONTHLY FAMILY EVENTS AT THE COMMUNITY CENTER. 2,000
    WHEEL TO WALK FOUNDATION
    PO BOX 20146
    PORTLAND,OR97294     		  PC TO PROVIDE DURABLE MEDICAL EQUIPMENT AND SERVICES TO CHILDREN WITH DISABILITIES. 3,000
    WHITE OAK FARM & EDUCATION CENTER
    PO BOX 450
    WILLIAMS,OR97544     		  PC TO PROVIDE SCHOLARSHIPS TO CHILDREN TO BE ABLE TO ATTEND SUMMER CAMPS AND PRESCHOOL. 3,000
    YOUTH SYMPHONY OF SOUTHERN OREGON
    PO BOX 4291
    MEDFORD,OR97501     		  PC IN SUPPORT OF GENERAL OPERATIONS. 8,000
    Total .................................bullet 3b 211,400
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    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 19  
    4 Dividends and interest from securities....     14 1,100,510  
    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 .............     		    18 529,846  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aUBI FROM PARTNERSHIPS 900099 10,295      
    bNET NON-UBI FROM PARTNERSHIP INVESTMENTS     14 -1,886  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 10,295 1,628,489 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    131,638,784
    (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 (2014)
    Form 990-PF (2014)
    Page 13
    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) 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 (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 AccountingFeesSchedule
    Name:
    THE CARPENTER FOUNDATION
    EIN: 93-0491360
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 11,180 5,590   5,590

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 DepreciationSchedule
    Name:
    THE CARPENTER FOUNDATION
    EIN: 93-0491360
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    TELEPHONE SYSTEM 2000-09-01 2,655 2,655 SL 10.000000000000 0 0    
    CHAIRS 1997-11-19 121 121 SL 5.000000000000 0 0    
    CABINETS 1997-11-19 292 292 SL 5.000000000000 0 0    
    CHAIR 1997-11-19 199 199 SL 5.000000000000 0 0    
    CHAIRS 1997-11-19 1,408 1,408 SL 5.000000000000 0 0    
    PAYMASTER 1997-11-19 150 150 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    
    2 COPIES OF OFFICEPRO 2000 2001-04-01 560 560 SL 5.000000000000 0 0    
    MONITOR 2001-04-01 150 150 SL 10.000000000000 0 0    
    GRANTWRITING SOFTWARE 2001-04-01 5,830 5,830 SL 5.000000000000 0 0    
    PANASONIC COPIER 2009-03-10 4,195 3,197 SL 7.000000000000 599 0    
    CONFERENCE TABLE 2013-09-30 3,514 376 SL 7.000000000000 502 0    

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    TY 2014 ExpenditureResponsibilityStmt
    Name:
    THE CARPENTER FOUNDATION
    EIN: 93-0491360
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
     
          		PO BOX 324
    MERLIN,OR97532     		2014-10-02 1,000 TOWARD THE PURCHASE OF ALL-WEATHER SIGNS FOR OUTDOOR DISPLAYS AT THE POTTSVILLE HISTORICAL MUSEUM. 1,000 TO THE KNOWLEDGE OF THE FOUNDATION, THERE HAS BEEN NO DIVERSION. FINAL FINANCIAL AND NARRATIVE REPORTS WERE RECEIVED IN FEBRUARY 2015.   THE CARPENTER FOUNDATION REVIEWED THE GRANT REPORT, BUT DID NOT UNDERTAKE ANY VERIFICATION OF THE GRANTEE'S REPORT AS THERE HAS NOT BEEN ANY REASON TO DOUBT ITS ACCURACY AND RELIABILITY (REG. 53-4945-5(C)).

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    THE CARPENTER FOUNDATION
    EIN: 93-0491360
    Name of Stock End of Year Book Value End of Year Fair Market Value
    100,636.259 SHARES CAPITAL INTERNATIONAL ENGINEERING 885,555 698,416
    41371.07 SHARES CRM SMALL/MID CAP VALUE FUND 589,474 646,216
    5170.5502 SHARES DODGE & COX: DODGE & COX STOCK FUND 559,080 933,130
    42463.486 SHARES DODGE & COX: DODGE & COX INTERNATIONAL STOCK 1,890,269 1,857,778
    167727.147 SHARES PIMCO TOTAL FUND 1,823,840 1,774,553
    124396.906 SHARES PIMCO-ALL ASSET FUND 1,300,439 1,117,084
    164466.125 SHARES PIMCO IRMAF 1,564,261 1,414,409
    34983.477 SHARES PRIMECAP-ODYSSEY GROWTH FUND 820,921 952,250
    3970.072 SHARES VANGUARD 500 PORTFOLIO 350,171 755,743
    9500.344 SHARES VANGUARD-EXT MRK 426,003 663,124
    69257.885 SHARES VANGUARD-TOTAL INT STOCK 1,785,217 1,872,733
    81671.372 SHARES WESTWOD-INCOME OPPORTUNITY FUND 1,104,223 1,183,418

    TY 2014 InvestmentsOtherSchedule2
    Name:
    THE CARPENTER FOUNDATION
    EIN: 93-0491360
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SOVEREIGN I NEW MILLENNIUM FUND-#314 AT COST 23,537 8
    SOVEREIGN II NEW MILLENIUM FUND - #414 AT COST 68,459 47,434
    GROSVENOR INSTITUTIONAL PARTNER AT COST 22,004 1,196,273
    NORTHGATE PRIVATE EQUITIES AT COST 126,788 130,090
    NORTHGATE PRIVATE EQUITIES II AT COST 230,773 202,218
    NORTHGATE PRIVATE EQUITIES III AT COST 322,919 285,379
    NORTHGATE VENTURE II AT COST 281,549 404,808
    NORTHGATE-VENTURE III AT COST 375,848 537,104
    NORTHGATE IV AT COST 318,242 470,869
    NORTHGATE V AT COST 299,882 433,217
    PACIFIC DIVERSIFIED STRATEGIES AT COST 795,760 1,164,893
    8051.112 SHARES RREFF AT COST 694,237 289,536

    TY 2014 LandEtcSchedule2
    Name:
    THE CARPENTER FOUNDATION
    EIN: 93-0491360
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    TELEPHONE SYSTEM 2,655 2,655 0  
    CHAIRS 121 121 0  
    CABINETS 292 292 0  
    CHAIR 199 199 0  
    CHAIRS 1,408 1,408 0  
    PAYMASTER 150 150 0  
    2 FILE CABINETS 300 300 0  
    POSTAGE SCALE 63 63 0  
    2 COPIES OF OFFICEPRO 2000 560 560 0  
    MONITOR 150 150 0  
    GRANTWRITING SOFTWARE 5,830 5,830 0  
    PANASONIC COPIER 4,195 3,796 399  
    CONFERENCE TABLE 3,514 878 2,636  


    TY 2014 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
    DEPOSIT 933 933 933


    TY 2014 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 2,186 1,093   1,093
    OFFICE EXPENSES 5,011 2,506   2,506
    EQUIPMENT REPAIR & MAINT. 1,136 568   568
    INSURANCE 4,529 906   3,623
    DUES AND SUBSCRIPTIONS 1,539 770   769
    ANNUAL REPORT 1,689 845   844
    BOARD EXPENSES 1,725 173   1,552
    OTHER EXPENSES 1,735 868   867


    TY 2014 OtherIncomeSchedule2
    Name:
    THE CARPENTER FOUNDATION
    EIN: 93-0491360
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    UBI FROM PARTNERSHIPS 10,295   10,295
    NET NON-UBI FROM PARTNERSHIP INVESTMENTS -1,886 -1,886 -1,886


    TY 2014 OtherLiabilitiesSchedule
    Name:
    THE CARPENTER FOUNDATION
    EIN: 93-0491360
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAXES 38,000 23,700
    EXCISE TAX PAYABLE 10,380 12,011
    ACCRUED EXPENSES 0 3,684


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    THE CARPENTER FOUNDATION
    EIN: 93-0491360
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 19,523 19,523   0


    TY 2014 TaxesSchedule
    Name:
    THE CARPENTER FOUNDATION
    EIN: 93-0491360
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OREGON CT-12 1,200 0   1,200
    OREGON EXCISE TAX 150 150   0
    PROVISION FOR FEDERAL EXCISE TAX 16,436 0   0
    PROVISION FOR FEDERAL UBI TAX 1,394 0   0