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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 07-01-2017 , and ending 06-30-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$19,347,745J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 6 6  
4 Dividends and interest from securities... 633,410 633,410  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 52,806
b Gross sales price for all assets on line 6a 1,172,122
7 Capital gain net income (from Part IV, line 2)... 52,806
8 Net short-term capital gain.........  
9 Income modifications........... 12,573
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 -71,546 -73,012  
12 Total. Add lines 1 through 11........ 614,676 613,210 12,573
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 50,526 30,316   20,210
14 Other employee salaries and wages...... 99,373 21,773   77,600
15 Pension plans, employee benefits....... 28,311 10,523   21,524
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 16,525 8,263   8,262
c Other professional fees (attach schedule).... Click to see attachment 14,674 14,674   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 21,397 0   2,020
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,547 0  
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 19,990 7,730   12,261
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 267,133 93,279   156,667
25 Contributions, gifts, grants paid....... 774,527 689,100
26 Total expenses and disbursements. Add lines 24 and 25 1,041,660 93,279   845,767
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -426,984
b Net investment income (if negative, enter -0-) 519,931
c Adjusted net income (if negative, enter -0-)... 12,573
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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............. 33,799 12,449 12,450
2 Savings and temporary cash investments......... 5,626 5,632 5,632
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)....... 14,733,784 Click to see attachment14,888,646 17,118,290
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).......... 2,549,672 Click to see attachment2,107,779 2,202,610
14 Land, buildings, and equipment: basis bullet19,607
Less: accumulated depreciation (attach schedule) bullet14,559 6,595 Click to see attachment5,048 5,048
15 Other assets (describe bullet) Click to see attachment14,845 Click to see attachment3,715 Click to see attachment3,715
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 17,344,321 17,023,269 19,347,745
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 117,500 215,500
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 attachment20,082 Click to see attachment28,014
23 Total liabilities (add lines 17 through 22)......... 137,582 243,514
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 17,206,739 16,779,755
30 Total liabilities and net assets/fund balances (see instructions). 17,344,321 17,023,269
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
17,206,739
2
Enter amount from Part I, line 27a .....................
2
-426,984
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
16,779,755
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 29 .
6
16,779,755
Form 990-PF (2019)
Form 990-PF (2019)
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 PUBLICLY TRADED SECURITIES      
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 1,172,122   1,119,316 52,806
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       52,806
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 52,806
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))
2018 938,684 17,998,004 0.052155
2017 939,608 17,924,777 0.052420
2016 670,359 19,128,912 0.035044
2015 862,927 18,758,685 0.046001
2014 872,874 17,355,533 0.050294
2
Total of line 1, column (d) .....................
2
0.235914
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.047183
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
19,331,657
5
Multiply line 4 by line 3......................
5
912,126
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
5,199
7
Add lines 5 and 6........................
7
917,325
8
Enter qualifying distributions from Part XII, line 4,.............
8
845,767
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 (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 10,399
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 10,399
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 10,399
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 11,471
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,471
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 1,072
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet1,072 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 2019 or the taxable year beginning in 2019? See the 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
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
     
    .........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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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     		41,095 1,233 0
    824 E MAIN STREET SUITE 102
    MEDFORD,OR97504
    KAREN C ALLAN TRUSTEE/VP & SEC
    3.00     		8,198 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
    DAN THORNDIKE FAMILY TRUSTEE
    3.00     		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
    LINDA HUGLE PUBLIC TRUSTEE
    3.00     		0 0 0
    824 E MAIN STREET SUITE 102
    MEDFORD,OR97504
    MARY CURTIS GRAMLEY PUBLIC TRUSTEE
    3.00     		0 0 0
    824 E MAIN STREET SUITE 102
    MEDFORD,OR97504
    LEE MURDOCH PUBLIC TRUSTEE
    3.00     		0 0 0
    824 E MAIN STREET SUITE 102
    MEDFORD,OR97504
    PAUL NICHOLSON 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     		68,820 9,791 0
    824 E MAIN STREET SUITE 102
    MEDFORD,OR97504
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    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
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    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
    19,569,652
    b
    Average of monthly cash balances.......................
    1b
    56,396
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    19,626,048
    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
    19,626,048
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    294,391
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    19,331,657
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    966,583
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    966,583
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    10,399
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,399
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    956,184
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    12,573
    5
    Add lines 3 and 4............................
    5
    968,757
    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
    968,757
    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
    845,767
    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
    845,767
    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
    845,767
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 968,757
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 264,059
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 845,767
    a Applied to 2018, but not more than line 2a 264,059
    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 2019 distributable amount..... 581,708
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		387,049
    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
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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 foundation 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 (2019)
    Form 990-PF (2019)
    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
    ACCESS INC
    PO BOX 4666
    MEDFORD,OR97501     		  PC TOWARD THE MEDICAL EQUIPMENT PROGRAM. 12,500
    ART IN BLOOM
    1 N HOLLY STREET
    MEDFORD,OR97501     		  PC TOWARD RENTING SOUND STAGES FOR THE ART IN BLOOM FESTIVAL. 4,000
    ASHLAND EMERGENCY FOOD BANK
    PO BOX 3578
    ASHLAND,OR97520     		  PC TOWARD THE PURCHASE OF FOOD FOR THE FOOD BANK. 5,000
    ASHLAND HIGH SCHOOL
    201 S MOUNTAIN AVENUE
    ASHLAND,OR97520     		  GOV STUDENT COLLEGE SCHOLARSHIPS. 14,400
    ASHLAND PARKS FOUNDATION
    340 S PIONEER
    ASHLAND,OR97520     		  PC SCHOLARSHIPS FOR FIELD TRIPS. 4,500
    ASHLAND SCHOOLS FOUNDATION
    100 WALKER AVENUE
    ASHLAND,OR97520     		  PC IN SUPPORT OF AN AFTER-SCHOOL ENRICHMENT PROGRAM. 3,000
    BALLET FOLKLORICO RITMO ALEGRE
    PO BOX 795
    TALENT,OR97540     		  PC TOWARD STRATEGIC PLANNING FOR THE ORGANIZATION. 5,000
    BOYS & GIRLS CLUBS OF THE ROGUE VALLEY
    203 SE 9TH STREET
    GRANTS PASS,OR97526     		  PC IN SUPPORT OF AN AFTER-SCHOOL YOUTH DEVELOPMENT PROGRAM. 12,000
    BRAVA OPERA THEATRE
    2924 SISKIYOU BLVD 204
    MEDFORD,OR97504     		  PC IN SUPPORT OF OPERA PROGRAMS AND FREE TICKETS FOR YOUTH. 5,000
    BRITT FESTIVALS
    PO BOX 1124
    MEDFORD,OR97501     		  PC IN SUPPORT OF THE 2018 BRITT CLASSICAL FESTIVAL. 22,000
    BUTTE CREEK MILL FOUNDATION
    PO BOX 957
    EAGLE POINT,OR97524     		  PC TOWARD THE RESTORATION OF THE ICE HOUSE AS PART OF THE BUTTE CREEK MILL RE-CONSTRUCTION PROJECT. 5,000
    BUTTE FALLS HIGH SCHOOL
    PO BOX 167
    BUTTE FALLS,OR97522     		  GOV STUDENT COLLEGE SCHOLARSHIPS. 1,100
    CASA OF JACKSON & JOSEPHINE COUNTIES
    409 NORTH FRONT STREET
    MEDFORD,OR97501     		  PC FOR STAFFING AND ADMINISTRATIVE EXPENSES TO BUILD ORGANIZATIONAL CAPACITY. 15,000
    CHILDREN'S ADVOCACY CENTER
    816 W 10TH STREET
    MEDFORD,OR97501     		  PC TOWARD THE CREATION OF A NEW STRATEGIC PLAN. 5,000
    CLASSROOM LAW PROJECT
    620 SW MAIN ST STE 102
    PORTLAND,OR97205     		  PC IN SUPPORT OF CIVIC EDUCATION PROGRAMS. 5,000
    COLLABORATIVE THEATRE PROJECT INC
    486 BEACH STREET
    ASHLAND,OR97520     		  PC TOWARD PRODUCTION AND OPERATING SUPPORT. 3,000
    COMMUNITY COUNSELING CENTER OF ASHLAND
    600 SISKIYOU BLVD
    ASHLAND,OR97520     		  PC CLIENT FEE SUBSIDIES. 1,500
    CONSUMER CREDIT COUNSELING SERVICE OF SOUTHERN OREGON
    820 CRATER LAKE AVENUE 202
    MEDFORD,OR97504     		  PC IN SUPPORT OF PROVIDING FINANCIAL EDUCATION PROGRAMS AT VARIOUS LOCATIONS. 5,000
    CRATER HIGH SCHOOL
    300 ASH STREET
    CENTRAL POINT,OR97502     		  GOV STUDENT COLLEGE SCHOLARSHIPS. 16,500
    CRATER SCHOOL OF BUSINESS INNOVATION & SCIENCE
    655 N 3RD STREET
    CENTRAL POINT,OR97502     		  GOV FOR COSTS ASSOCIATED WITH A PROJECT FOR STUDENTS TO BUILD A GUITAR. 2,150
    CROSSING BRIDGES THERAPEUTIC RIDING CENTER
    PO BOX 2276
    GRANTS PASS,OR97528     		  PC TOWARD THE PURCHASE OF A TRACTOR. 4,000
    EAGLE POINT HIGH SCHOOL
    PO BOX 198
    EAGLE POINT,OR97524     		  GOV STUDENT COLLEGE SCHOLARSHIPS. 12,000
    FAMILY NURTURING CENTER
    212 N OAKDALE
    MEDFORD,OR97501     		  PC TOWARD THE EXPANSION OF RELIEF NURSERY SERVICES TO INCLUDE HOME-BASED OUTREACH SERVICES. 10,000
    GRANTS PASS MUSEUM OF ART
    PO BOX 966
    GRANTS PASS,OR97526     		  PC IN SUPPORT OF STUDENT MUSEUM VISITS. 4,000
    GRANTS PASS SOBERING CENTER
    PO BOX 1388
    GRANTS PASS,OR97528     		  PC TOWARD STAFF TRAINING AND SUPPLIES. 5,000
    GREATER APPLEGATE COMMUNITY DEVELOPMENT
    PO BOX 335
    JACKSONVILLE,OR97530     		  PC IN SUPPORT OF A SOLAR EDUCATIONAL OUTDOOR CLASSROOM. 4,000
    GREENLEAF INDUSTRIES
    2970 LOWER RIVER ROAD
    GRANTS PASS,OR97526     		  PC FOR COSTS ASSOCIATED WITH CREATING SPACE TO GROW LOCAL NATIVE PLANTS FOR USE IN WATERSHED RESTORATION PROJECTS. 12,000
    HEART & HOPE MUSIC
    321 S CLAY STREET 45
    ASHLAND,OR97520     		  PC GENERAL OPERATING SUPPORT. 5,000
    HIV ALLIANCE
    1195A CITY VIEW STREET
    EUGENE,OR97402     		  PC IN SUPPORT OF A VARIETY OF HIV PREVENTION SERVICES IN JOSEPHINE COUNTY. 3,000
    HOPE EQUESTRIAN CENTER
    PO BOX 396
    EAGLE POINT,OR97524     		  PC TO PROVIDE SCHOLARSHIP ASSISTANCE FOR STUDENTS TO PARTICIPATE IN A THERAPEUTIC RIDING PROGRAM. 8,000
    ILLINOIS RIVER VALLEY ARTS COUNCIL
    PO BOX 522
    CAVE JUNCTION,OR97523     		  PC IN SUPPORT OF LEARNING THROUGH THE ARTS PROGRAM. 4,000
    ILLINOIS VALLEY COMMUNITY DEVELOPMENT
    PO BOX 1824
    CAVE JUNCTION,OR97523     		  PC TOWARD A COORDINATOR STAFF POSITION. 5,000
    JACKSON COUNTY COMMUNITY SERVICES CONSORTIUM
    PO BOX 1087
    MEDFORD,OR97501     		  PC TOWARD STAFFING COSTS. 12,500
    JACKSONVILLE COMMUNITY CENTER
    PO BOX 1435
    JACKSONVILLE,OR97530     		  PC IN SUPPORT OF THE DEVELOPMENT OF CHILDREN'S PROGRAMS. 5,000
    JOSEPHINE COUNTY FOUNDATION
    PO BOX 673
    MURPHY,OR97533     		  PC TOWARD THE CONSTRUCTION OF A ROOM AT ROGUE RIVER HIGH SCHOOL TO PROVIDE FREE CLOTHING AND NECESSITIES. 1,200
    LA CLINICA DEL VALLE
    3617 SOUTH PACIFIC HWY
    MEDFORD,OR97501     		  PC TOWARD START UP COSTS RELATED TO OPENING A SCHOOL-BASED HEALTH CLINIC AT KIDS UNLIMITED ACADEMY. 15,000
    MAGDALENE HOME
    12 BLACK OAK DRIVE
    MEDFORD,OR97504     		  PC TOWARD RESIDENT EMERGENCY FUND AND GENERAL OPERATIONS. 2,000
    MASLOW PROJECT
    500 MONROE STREET
    MEDFORD,OR97501     		  PC IN SUPPORT OF PROVIDING CASE MANAGEMENT SERVICES TO HOMELESS YOUTH AND THEIR FAMILIES. 10,000
    MEDFORD SCHOOL DISTRICT
    500 MONROE STREET
    MEDFORD,OR97501     		  GOV TUITION SUPPORT FOR HIGH SCHOOL STUDENTS TO ATTEND A RESIDENTIAL ARTS PROGRAM. 7,000
    MIRACLE THEATRE GROUP
    425 SE 6TH AVENUE
    PORTLAND,OR97214     		  PC IN SUPPORT OF A TOURING EDUCATION PROGRAM. 2,000
    MT ASHLAND ASSOCIATION
    PO BOX 220
    ASHLAND,OR97520     		  PC TOWARD COSTS ASSOCIATED WITH RESTORING THE MT. ASHLAND LODGE. 5,000
    NONPROFIT ASSOCIATION OF OREGON
    5100 SW MACADAM AVE STE 36
    PORTLAND,OR97239     		  PC IN SUPPORT OF SEMINARS FOR LOCAL NONPROFIT STAFF AND BOARD MEMBERS. 8,000
    NORTH MEDFORD HIGH SCHOOL
    1900 N KEENE WAY DRIVE
    MEDFORD,OR97504     		  GOV STUDENT COLLEGE SCHOLARSHIPS. 21,500
    OREGON LIONS SIGHT & HEARING FOUNDATION
    1010 NW 22ND AVE N144
    PORTLAND,OR97210     		  PC IN SUPPORT OF VISION SCREENINGS TO CHILDREN. 5,000
    OREGON MUSEUM OF SCIENCE & INDUSTRY
    1945 SE WATER AVENUE
    PORTLAND,OR97214     		  PC IN SUPPORT OF BRINGING EDUCATIONAL SCIENCE PROGRAMS TO LOCAL SCHOOLS. 2,500
    OREGON NONPROFIT LEADERS CONFERENCE UNITED WAY
    1457 E MCANDREWS ROAD
    MEDFORD,OR97504     		  PC SPONSORSHIP FOR SPRING 2018 CONFERENCE. 1,500
    OREGON SHAKESPEARE FESTIVAL
    PO BOX 158
    ASHLAND,OR97520     		  PC IN SUPPORT OF PROGRAMS FOR LOCAL STUDENTS TO EXPERIENCE THE FESTIVAL. 25,000
    PEACE HOUSE
    PO BOX 524
    ASHLAND,OR97520     		  PC TOWARD COSTS ASSOCIATED WITH FEEDING LOW INCOME AND HOMELESS PEOPLE. 5,000
    PHOENIX COUNSELING CENTER
    PO BOX 1257
    PHOENIX,OR97535     		  PC GENERAL OPERATING SUPPORT. 5,000
    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 RESIDENTIAL CAMP AT SOUTHERN OREGON UNIVERSITY FOR LATINO YOUTH. 15,300
    PORTLAND OPERA
    211 SE CARUTHERS STREET
    PORTLAND,OR97214     		  PC IN SUPPORT OF THE PORTLAND OPERA TO GO TOUR. 2,500
    PROSPECT CHARTER SCHOOL
    PO BOX 40
    PROSPECT,OR97536     		  GOV ACTIVITY BUS SUPPORT. 2,000
    PROSPECT HIGH SCHOOL
    PO BOX 40
    PROSPECT,OR97536     		  GOV STUDENT COLLEGE SCHOLARSHIPS. 1,100
    REACHING OUR COMMUNITY
    564 SW FOUNDRY STREET
    GRANTS PASS,OR97526     		  PC STAFF SALARY SUPPORT. 10,000
    RESOLVE-CENTER FOR DISPUTE RESOLUTION
    33 N CENTRAL AVE STE 219
    MEDFORD,OR97501     		  PC IN SUPPORT OF COMPREHENSIVE RESTORATIVE JUSTICE PROGRAMS IN LOCAL SCHOOLS. 6,000
    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 STREET
    MEDFORD,OR97501     		  PC IN SUPPORT OF THE 2018 VISUAL ART EXHIBITION SERIES. 7,500
    ROGUE RIVER HIGH SCHOOL
    PO BOX 1045
    ROGUE RIVER,OR97537     		  GOV STUDENT COLLEGE SCHOLARSHIPS. 4,500
    ROGUE VALLEY CHORALE ASSOCIATION
    319 7TH ST
    ROGUE RIVER,OR97537     		  PC TO SUPPORT THE COMMISSION OF A CONCERT IN THE NAHUATL LANGUAGE. 4,500
    ROGUE VALLEY COUNCIL OF GOVERNMENTS
    PO BOX 3275
    CENTRAL POINT,OR97502     		  PC IN SUPPORT OF A COMMERCIAL KITCHEN UPGRADE. 8,000
    ROGUE VALLEY FARM TO SCHOOL
    PO BOX 898
    ASHLAND,OR97520     		  PC IN SUPPORT OF PROVIDING GARDEN EDUCATION PROGRAMS IN LOCAL SCHOOLS. 6,000
    ROGUE VALLEY SYMPHONY
    1875 HWY 99 N STE 7
    ASHLAND,OR97520     		  PC EDUCATION PROGRAMS SUPPORT. 12,000
    ROOTS & WINGS CHILD DEVELOPMENT
    3703 INTERNATIONAL WAY
    MEDFORD,OR97504     		  PC TOWARD COSTS TO REPLACE A FLOOR. 4,800
    RUSK RANCH NATURE CENTER
    PO BOX 872
    CAVE JUNCTION,OR97523     		  PC IN SUPPORT OF A SUMMER NATURE SCHOOL PROGRAM. 2,000
    SALVATION ARMY - GRANTS PASS CORPS
    PO BOX 1065
    GRANTS PASS,OR97528     		  PC TOWARD THE PURCHASE OF FOOD FOR THE FOOD BANK. 7,500
    SCIENCE WORKS HANDS-ON MUSEUM
    1500 E MAIN STREET
    ASHLAND,OR97520     		  PC IN SUPPORT OF A VARIETY OF INTERACTIVE SCIENCE PROGRAMS FOR LOCAL STUDENTS. 15,000
    SISKIYOU FIELD INSTITUTE
    PO BOX 207
    SELMA,OR97538     		  PC TOWARD THE PURCHASE OF KITCHEN APPLIANCES FOR THE YOUTH EDUCATION PROGRAMS AND CAMPS. 7,500
    SISKIYOU SINGERS
    PO BOX 3041
    ASHLAND,OR97520     		  PC IN SUPPORT OF SPRING CONCERTS. 3,000
    SMART (START MAKING A READER TODAY)
    101 SW MARKET STREET
    PORTLAND,OR97201     		  PC IN SUPPORT OF PROVIDING THE SMART READING PROGRAM IN FIVE ELEMENTARY SCHOOLS. 5,000
    SOUTH MEDFORD HIGH SCHOOL
    1551 CUNNINGHAM LANE
    MEDFORD,OR97501     		  GOV STUDENT COLLEGE SCHOLARSHIPS. 19,800
    SOUTHERN OREGON CHILD & FAMILY COUNCIL
    PO BOX 3697
    CENTRAL POINT,OR97502     		  PC IN SUPPORT OF A FAMILY LITERACY PROGRAM FOR LATINO FAMILIES. 20,000
    SOUTHERN OREGON FILM SOCIETY
    PO BOX 218
    ASHLAND,OR97520     		  PC TOWARD EDUCATIONAL FILM PROGRAMS. 6,000
    SOUTHERN OREGON FRIENDS OF HOSPICE
    PO BOX 1182
    ASHLAND,OR97520     		  PC TOWARD CONSTRUCTION OF A HOSPICE CENTER. 10,000
    SOUTHERN OREGON GUILD
    PO BOX 1596
    CAVE JUNCTION,OR97523     		  PC TOWARD A RENOVATION AND FURNISHINGS UPGRADE. 3,500
    SOUTHERN OREGON JOBS WITH JUSTICE
    258 A STREET 1-220
    ASHLAND,OR97520     		  PC IN SUPPORT OF COMMUNITY MEALS AND STREET OUTREACH. 2,000
    SOUTHERN OREGON REPERTORY SINGERS
    PO BOX 1091
    ASHLAND,OR97520     		  PC IN SUPPORT OF AUDIENCE DEVELOPMENT. 5,000
    SOUTHERN OREGON UNIVERSITY
    1250 SISKIYOU BLVD
    ASHLAND,OR97520     		  GOV IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. 25,000
    SPIRAL LIVING CENTER
    PO BOX 2093
    CAVE JUNCTION,OR97523     		  PC IN SUPPORT OF A LOCAL GLEANING PROJECT TO DISTRIBUTE CROPS TO LOCAL FOOD BANKS. 2,000
    ST MARK'S EPISCOPAL CHURCH
    426 W 6TH STREET
    MEDFORD,OR97501     		  PC IN SUPPORT OF PURCHASING VARIOUS FOOD ITEMS FOR THE FOOD PANTRY. 6,000
    ST VINCENT DE PAUL SOCIETY - MEDFORD
    PO BOX 1663
    MEDFORD,OR97501     		  PC TO ASSIST LOCAL FAMILIES IN JEOPARDY OF HAVING THEIR UTILITIES DISCONNECTED. 15,000
    STORIES ALIVE
    595 MONROE STREET
    ASHLAND,OR97520     		  PC IN SUPPORT OF A CAMPUS-WIDE, IMMERSIVE LITERACY PROGRAM IN LOCAL SCHOOLS. 2,000
    TALENT ELEMENTARY SCHOOL
    PO BOX 296
    TALEN,OR97540     		  GOV IN SUPPORT OF PURCHASING FIDDLES. 2,500
    TALENT MIDDLE SCHOOL
    PO BOX 359
    TALENT,OR97540     		  GOV TOWARD THE PURCHASE OF CHROMEBOOKS FOR SPECIAL EDUCATION CLASSES. 2,000
    THE NEIGHBORHOOD FOOD PROJECT
    PO BOX 1089
    ASHLAND,OR97520     		  PC IN SUPPORT OF EXPANDING A PROGRAM INVOLVING HIGH SCHOOL STUDENTS WHO RECRUIT FOOD DONORS FOR THE PROGRAM. 5,650
    THE ROSE CIRCLE MENTORING NETWORK
    295 E MAIN STREET SUITE 6
    ASHLAND,OR97520     		  PC TOWARD THE EXPANSION AND STRENGTHENING OF THE YOUTH MENTORING PROGRAM. 2,500
    UNITED WAY OF JACKSON COUNTY
    1457 E MCANDREWS ROAD
    MEDFORD,OR97504     		  PC GENERAL OPERATING SUPPORT. 20,000
    WILLIAMS COMMUNITY FOREST PROJECT
    PO BOX 602
    WILLIAMS,OR97544     		  PC IN SUPPORT OF SENDING TWO EDUCATORS TO THE ART OF MENTORING TRAINING. 1,000
    WOMEN'S CRISIS SUPPORT TEAM
    560-A NE F STREET 430
    GRANTS PASS,OR97526     		  PC IN SUPPORT OF A VIOLENCE EDUCATION PROGRAM. 10,000
    YOUTH SYMPHONY OF SOUTHERN OREGON
    PO BOX 4291
    MEDFORD,OR97501     		  PC GENERAL OPERATING SUPPORT. 8,000
    ZION LUTHERAN CHURCH
    516 W 4TH STREET
    MEDFORD,OR97501     		  PC TO COVER UTILITY AND MAINTENANCE COSTS OF PROVIDING SPACE TO LOCAL AA MEETINGS. 7,000
    Total .................................bullet 3a 689,100
    bApproved for future payment
    1ST PHOENIX COMMUNITY CENTER
    PO BOX 390
    PHOENIX,OR97535     		  PC TO PURCHASE SUPPLIES FOR THE COMMUNITY KITCHEN. 3,500
    ADDICTIONS RECOVERY CENTER
    1003 E MAIN STE 104
    MEDFORD,OR97504     		  PC IN SUPPORT OF RENOVATIONS FOR A NEW RESIDENTIAL SUBSTANCE ABUSE FACILITY. 15,000
    ASHLAND CULTURE OF PEACE COMMISSION
    33 1ST STREET STE 1
    ASHLAND,OR97520     		  PC TOWARD THE RECRUITMENT AND TRAINING OF VOLUNTEERS TO OPERATE THE ASHLAND WINTER SHELTER. 5,000
    ASHLAND EMERGENCY FOOD BANK
    PO BOX 3578
    ASHLAND,OR97520     		  PC TOWARD THE PURCHASE OF FRESH FOODS TO DISTRIBUTE TO THOSE IN NEED. 5,000
    ASHLAND NEW PLAYS FESTIVAL
    PO BOX 3314
    ASHLAND,OR97520     		  PC IN SUPPORT OF PRODUCTION COSTS FOR THE 2018 FALL FESTIVAL. 4,000
    BALLET FOLKLORICO RITMO ALEGRE
    PO BOX 795
    TALENT,OR97540     		  PC TO PROVIDE TRAINING TO DANCE INSTRUCTORS. 5,000
    BARNSTORMERS THEATRE INC
    112 NE EVELYN AVENUE
    GRANTS PASS,OR97526     		  PC TOWARD THE PURCHASE AND INSTALLATION OF NEW LED STAGE LIGHTING FOR THE THEATRE. 4,300
    CARE FOUNDATION
    4616 25TH AVENUE NE 477
    SEATTLE,WA98105     		  PC A GRANT MADE IN MEMORY OF HELEN B CARPENTER. 3,000
    HEART & HOPE MUSIC
    321 S CLAY STREET 45
    ASHLAND,OR97520     		  PC FOR GENERAL OPERATING EXPENSES. 5,000
    JACKSON COUNTY LIBRARY SYSTEM
    205 S CENTRAL AVENUE
    MEDFORD,OR97501     		  GOV A GRANT MADE IN THE NAME OF ASV CARPENTER TOWARD THE PURCHASE OF BOOKS. 3,000
    JACKSON COUNTY SEXUAL ASSAULT RESPONSE TEAM
    2305 ASHLAND ST C-418
    ASHLAND,OR97520     		  PC IN SUPPORT OF PROVIDING IMMEDIATE CARE TO VICTIMS OF SEXUAL ASSAULT. 10,000
    JOSEPHINE COUNTY
    PO BOX 672
    GRANTS PASS,OR97526     		  GOV TOWARD COSTS ASSOCIATED WITH RENOVATING THE KITCHEN AT THE FAIRGROUNDS. 5,000
    JPR FOUNDATION
    1250 SISKIYOU BLVD
    ASHLAND,OR97520     		  PC TOWARD COSTS ASSOCIATED WITH RENOVATIONS AT THE HOLLY THEATRE. 5,000
    KIDS UNLIMITED
    821 N RIVERSIDE
    MEDFORD,OR97501     		  PC TOWARD THE CREATION OF A PERMANENT DANCE STUDIO AT KIDS UNLIMITED. 17,500
    MAGDALENE HOME
    12 BLACK OAK DRIVE
    MEDFORD,OR97504     		  PC IN SUPPORT OF STAFF SALARIES. 3,000
    MIRACLE THEATRE GROUP
    425 SE 6TH AVENUE
    PORTLAND,OR97214     		  PC IN SUPPORT OF A BILINGUAL AND BICULTURAL ARTS RESIDENCY PROGRAM. 3,000
    OPTIONS FOR SOUTHERN OREGON INC
    1215 SW G STREET
    GRANTS PASS,OR97526     		  PC TOWARD THE CONSTRUCTION OF A NEW MENTAL HEALTH FACILITY. 20,000
    OREGON ALLIANCE OF INDEPENDENT COLLEGES & UNIVERSITIES
    15573 BANGY ROAD SUITE 320
    LAKE OSWEGO,OR97035     		  PC IN SUPPORT OF SCHOLARSHIP ASSISTANCE. 7,200
    PACIFICA A GARDEN IN THE SISKIYOUS
    PO BOX 1
    WILLIAMS,OR97544     		  PC TO COMPLETE THE PUBLIC RESTROOMS AT THE PACIFICA COMMUNITY BUILDING. 10,000
    PHOENIX COUNSELING CENTER
    PO BOX 1257
    PHOENIX,OR97535     		  PC IN SUPPORT OF COSTS ASSOCIATED WITH TECHNOLOGY UPGRADES. 7,000
    REACHING OUR COMMUNITY
    564 SW FOUNDRY STREET
    GRANTS PASS,OR97526     		  PC IN SUPPORT OF STAFFING COSTS. 10,000
    ROGUE RETREAT
    1410 W 8TH STREET
    MEDFORD,OR97501     		  PC IN SUPPORT OF OFFICE EQUIPMENT AND TECHNOLOGY UPGRADES. 10,000
    ROGUE VALLEY SYMPHONY
    1875 HWY 99 N STE 7
    ASHLAND,OR97520     		  PC IN SUPPORT OF EDUCATIONAL PROGRAMS 12,000
    SET FREE SERVICES
    1032 W MAIN STREET
    MEDFORD,OR97501     		  PC IN SUPPORT OF GENERAL OPERATIONS. 10,000
    SMART (START MAKING A READER TODAY)
    101 SW MARKET STREET
    PORTLAND,OR97201     		  PC IN SUPPORT OF THE SMART READING PROGRAM IN CENTRAL POINT SCHOOLS. 6,000
    SPARTAN BOXING
    729 WELCH STREET
    MEDFORD,OR97501     		  PC IN SUPPORT OF STRATEGIC PLANNING AND BOARD DEVELOPMENT. 6,000
    THE DOME SCHOOL
    PO BOX 812
    CAVE JUNCTION,OR97523     		  PC TO SAND AND REFINISH THE WOOD FLOORS AT THE SCHOOL. 7,000
    WHITE OAK FARM & EDUCATION CENTER
    PO BOX 450
    WILLIAMS,OR97544     		  PC TOWARD THE COST OF EDUCATIONAL FIELD TRIPS TO THE CENTER. 3,000
    WOODLAND CHARTER SCHOOL
    PO BOX 740
    MURPHY,OR97533     		  PC TOWARD THE INSTALLATION OF NEW PLAYGROUND EQUIPMENT. 3,000
    YOUTH SYMPHONY OF SOUTHERN OREGON
    PO BOX 4291
    MEDFORD,OR97501     		  PC TOWARD GENERAL OPERATIONS. 8,000
    Total .................................bullet 3b 215,500
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 6  
    4 Dividends and interest from securities....     14 633,410  
    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 52,806  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aUBI FROM PARTNERSHIPS     		900099 1,388      
    bNET NON-UBI FROM PARTNERSHIP INVESTMENTS     14 -73,012  
    cMISCELLANEOUS DIVIDENDS     01 78  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 1,388 613,288 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    614,676
    (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 (2019)
    Form 990-PF (2019)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 AccountingFeesSchedule
    Name:
    THE CARPENTER FOUNDATION
    EIN:
    93-0491360
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 16,525 8,263   8,262

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

    TY 2017 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    
    2 FILE CABINETS 2000-12-01 300 300 SL 10.000000000000 0 0    
    POSTAGE SCALE 2001-03-01 63 63 SL 5.000000000000 0 0    
    GRANTWRITING SOFTWARE 2001-04-01 5,830 5,830 SL 5.000000000000 0 0    
    CONFERENCE TABLE 2013-09-30 3,514 1,883 SL 7.000000000000 502 0    
    COPIER - KONICA 2017-04-06 5,225 261 SL 5.000000000000 1,045 0    

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    THE CARPENTER FOUNDATION
    EIN:
    93-0491360
    Name of Stock End of Year Book Value End of Year Fair Market Value
    168517.324 SHARES JOHN HANCOCK GLOBAL ABSOLUTE RETURN FUND 1,695,000 1,710,451
    177335.288 SHARES PIMCO ALL ASSET ALL AUTHORITY 1,708,683 1,517,990
    192635.503 SHARES PIMCO TOTAL RETURN FUND 2,054,791 1,920,576
    29251.646 SHARES PRIMECAP ODYSSEY GROWTH FUND 704,019 1,169,188
    48153.343 SHARES DODGE & COX INTERNATIONAL STOCK FUND 2,040,768 2,071,075
    62071.012 SHARES CRM SMALL/MID CAP VALUE FUND 846,718 833,614
    4674.796 SHARES VANGUARD 500 INDEX FUND ADMIRAL SHARES 546,812 1,173,280
    49622.727 SHARES VANGUARD EMERGING MARKETS SELECT STOCK FUND 834,841 1,052,498
    5781.105 SHARES DODGE & COX STOCK FUND 738,750 1,166,974
    74316.015 SHARES VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADMIRAL 1,906,222 2,156,651
    100672.452 SHARES WESTWOOD INCOME OPPORTUNITY FUND 1,389,516 1,552,369
    8875.238 SHARES VANGUARD EXTENDED MARKET INDEX 422,526 793,624

    TY 2017 InvestmentsOtherSchedule2
    Name:
    THE CARPENTER FOUNDATION
    EIN:
    93-0491360
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    NORTHGATE IV AT COST 313,144 305,337
    NORTHGATE PRIVATE EQUITIES AT COST 41,015 44,302
    NORTHGATE PRIVATE EQUITIES II AT COST 106,973 73,921
    NORTHGATE PRIVATE EQUITIES III AT COST 160,742 157,873
    NORTHGATE V AT COST 457,583 513,592
    NORTHGATE VENTURE II AT COST 260,851 263,662
    NORTHGATE VENTURE III AT COST 395,122 408,057
    NORTHGATE VENTURE VII AT COST 372,349 435,866

    TY 2017 LandEtcSchedule2
    Name:
    THE CARPENTER FOUNDATION
    EIN:
    93-0491360
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE EQUIPMENT 19,607 14,559 5,048 5,048


    TY 2017 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 3,636 3,715 3,715
    EXCISE TAX RECEIVABLE 11,209 0 0


    TY 2017 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 2,376 1,188   1,188
    OFFICE EXPENSES 6,057 3,029   3,029
    INSURANCE 4,533 907   3,626
    DUES AND SUBSCRIPTIONS 1,516 758   758
    ANNUAL REPORT 1,506 753   753
    BOARD EXPENSES 4,002 1,095   2,907


    TY 2017 OtherIncomeSchedule2
    Name:
    THE CARPENTER FOUNDATION
    EIN:
    93-0491360
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    UBI FROM PARTNERSHIPS 1,388   1,388
    NET NON-UBI FROM PARTNERSHIP INVESTMENTS -73,012 -73,012 -73,012
    MISCELLANEOUS DIVIDENDS 78   78


    TY 2017 OtherLiabilitiesSchedule
    Name:
    THE CARPENTER FOUNDATION
    EIN:
    93-0491360
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCRUED EXPENSES 4,182 3,946
    DEFERRED EXCISE TAXES 15,900 23,200
    EXCISE TAX PAYABLE 0 868


    TY 2017 OtherProfessionalFeesSchedule
    Name:
    THE CARPENTER FOUNDATION
    EIN:
    93-0491360
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 14,674 14,674   0


    TY 2017 TaxesSchedule
    Name:
    THE CARPENTER FOUNDATION
    EIN:
    93-0491360
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OREGON CT-12 2,800 0   2,020
    DEFERRED TAX EXPENSE 7,300 0   0
    PROVISION FOR EXCISE TAXES 11,297 0   0