-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
07-01-2019
, and ending
06-30-2020
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
,
OR
97504
A Employer identification number
93-0491360
B
Telephone number (see instructions)
(541) 772-5851
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
18,371,885
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
7
7
4
Dividends and interest from securities
...
1,122,817
1,122,817
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
-473,445
b
Gross sales price for all assets on line 6a
5,294,815
7
Capital gain net income (from Part IV, line 2)
...
0
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)
.......
-56,444
-56,804
12
Total.
Add lines 1 through 11
........
592,935
1,066,020
13
Compensation of officers, directors, trustees, etc.
44,363
26,617
17,745
14
Other employee salaries and wages
......
104,797
23,112
81,685
15
Pension plans, employee benefits
.......
31,106
7,779
23,327
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
16,795
8,398
8,397
c
Other professional fees (attach schedule)
....
19,738
19,738
0
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
16,011
8,237
2,376
19
Depreciation (attach schedule) and depletion
...
1,851
0
20
Occupancy
..............
13,890
0
13,890
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
19,844
8,540
11,304
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
268,395
102,421
158,724
25
Contributions, gifts, grants paid
.......
751,700
715,050
26
Total expenses and disbursements.
Add lines 24 and 25
1,020,095
102,421
873,774
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-427,160
b
Net investment income
(if negative, enter -0-)
963,599
c
Adjusted net income
(if negative, enter -0-)
...
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
1
Cash—non-interest-bearing
.............
220,026
64,995
64,995
2
Savings and temporary cash investments
.........
5,639
5,646
5,646
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
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)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
6,380
6,380
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
14,881,505
14,854,250
16,212,436
c
Investments—corporate bonds (attach schedule)
.......
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
1,863,694
1,654,749
2,075,020
14
Land, buildings, and equipment: basis
20,009
Less: accumulated depreciation (attach schedule)
16,381
5,479
3,628
3,628
15
Other assets (describe
)
3,780
3,780
3,780
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
16,980,123
16,593,428
18,371,885
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
192,650
229,300
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
)
28,587
31,358
23
Total liabilities
(add lines 17 through 22)
.........
221,237
260,658
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
16,758,886
16,332,770
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
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)
.....
16,758,886
16,332,770
30
Total liabilities and net assets/fund balances
(see instructions)
.
16,980,123
16,593,428
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
16,758,886
2
Enter amount from Part I, line 27a
.....................
2
-427,160
3
Other increases not included in line 2 (itemize)
3
1,044
4
Add lines 1, 2, and 3
..........................
4
16,332,770
5
Decreases not included in line 2 (itemize)
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
16,332,770
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
2019-06-30
2020-06-30
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
5,294,815
5,768,260
-473,445
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
-473,445
b
c
d
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
-473,445
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
...................
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?
Yes
No
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
929,471
18,663,849
0.049801
2017
845,767
19,331,657
0.043750
2016
938,684
17,998,004
0.052155
2015
939,608
17,924,777
0.052420
2014
670,359
19,128,912
0.035044
2
Total
of line 1, column (d)
.....................
2
0.233170
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
0.046634
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
18,436,284
5
Multiply line 4 by line 3
......................
5
859,758
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
9,636
7
Add lines 5 and 6
........................
7
869,394
8
Enter qualifying distributions from Part XII, line 4
,.............
8
873,774
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
and enter “N/A" on line 1.
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
9,636
here
and 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
9,636
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
9,636
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
10,855
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
10,855
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
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
1,219
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
1,219
Refunded
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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
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)
OR
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 address
WWW.CARPENTER-FOUNDATION.ORG
14
The books are in care of
THE CARPENTER FOUNDATION
Telephone no.
(541) 772-5851
Located at
824 E MAIN STREET SUITE 102
MEDFORD
OR
ZIP+4
97504
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
No
(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.)
.......
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
........
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?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
No
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?
Yes
No
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?
.................
Yes
No
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
43,174
1,295
0
824 E MAIN STREET SUITE 102
MEDFORD
,
OR
97504
KAREN C ALLAN
TRUSTEE/VP & SEC
3.00
0
0
0
824 E MAIN STREET SUITE 102
MEDFORD
,
OR
97504
WILLIAM MOFFAT
TRUSTEE/TREASURER/INVESTME
5.00
0
0
0
824 E MAIN STREET SUITE 102
MEDFORD
,
OR
97504
DAN THORNDIKE
FAMILY TRUSTEE
3.00
0
0
0
824 E MAIN STREET SUITE 102
MEDFORD
,
OR
97504
SUE NAUMES
FAMILY TRUSTEE
3.00
0
0
0
824 E MAIN STREET SUITE 102
MEDFORD
,
OR
97504
LINDA HUGLE
PUBLIC TRUSTEE
3.00
0
0
0
824 E MAIN STREET SUITE 102
MEDFORD
,
OR
97504
MARY CURTIS GRAMLEY
PUBLIC TRUSTEE
3.00
0
0
0
824 E MAIN STREET SUITE 102
MEDFORD
,
OR
97504
LEE MURDOCH
PUBLIC TRUSTEE
3.00
0
0
0
824 E MAIN STREET SUITE 102
MEDFORD
,
OR
97504
PAUL NICHOLSON
PUBLIC TRUSTEE
3.00
0
0
0
824 E MAIN STREET SUITE 102
MEDFORD
,
OR
97504
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
72,302
11,048
0
824 E MAIN STREET SUITE 102
MEDFORD
,
OR
97504
Total
number of other employees paid over $50,000
...................
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
.............
0
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
.........................
0
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
18,623,936
b
Average of monthly cash balances
.......................
1b
93,104
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
18,717,040
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
18,717,040
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
280,756
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
18,436,284
6
Minimum investment return.
Enter 5% of line 5
..................
6
921,814
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
921,814
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
9,636
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
9,636
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
912,178
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
912,178
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
912,178
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
873,774
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
873,774
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
9,636
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
864,138
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
912,178
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
384,062
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
......
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
873,774
a
Applied to 2018, but not more than line 2a
384,062
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
.....
489,712
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).)
6
Enter 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
..........
422,466
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
9
Excess 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
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The 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
,
OR
97504
(541) 772-5732
b
The 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.
c
Any submission deadlines:
GRANT APPLICATION DEADLINES ARE SET QUARTERLY. PLEASE CALL (541)772-5732 FOR DEADLINE DATES.
d
Any 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)
a
Paid during the year
BRITT FESTIVALS
PO BOX 1124
MEDFORD
,
OR
97501
N/A
PC
IN SUPPORT OF COSTS ASSOCIATED WITH THE CLASSICAL ORCHESTRA MUSICIANS.
22,000
UNITED WAY OF JACKSON COUNTY
60 HAWTHORNE STREET
MEDFORD
,
OR
97504
N/A
PC
TOWARD GENERAL OPERATING SUPPORT.
22,000
SOUTH MEDFORD HIGH SCHOOL
1551 CUNNINGHAM LANE
MEDFORD
,
OR
97501
N/A
GOV
STUDENT COLLEGE SCHOLARSHIPS.
20,500
NORTH MEDFORD HIGH SCHOOL
1900 N KEENE WAY DRIVE
MEDFORD
,
OR
97504
N/A
GOV
STUDENT COLLEGE SCHOLARSHIPS.
19,500
CRATER HIGH SCHOOL
300 ASH STREET
CENTRAL POINT
,
OR
97502
N/A
GOV
STUDENT COLLEGE SCHOLARSHIPS.
16,500
JOSEPHINE COMMUNITY LIBRARY DISTRICT
200 NW C STREET
GRANTS PASS
,
OR
97526
N/A
PC
TOWARD THE INSTALLATION OF HIGH SPEED INTERNET SERVICES.
16,000
CASA OF JACKSON & JOSEPHINE COUNTIES
409 NORTH FRONT STREET
MEDFORD
,
OR
97501
N/A
PC
TOWARD THE RECRUITMENT OF 50 NEW CASA VOLUNTEERS.
15,000
JACKSON COUNTY COMMUNITY SERVICES CONSORTIUM
PO BOX 1087
MEDFORD
,
OR
97501
N/A
PC
IN SUPPORT OF THE CONTINUUM OF CARE PROVIDING ACCESS AND CONNECTION TO SUPPORT SERVICES.
15,000
KID TIME DISCOVERY EXPERIENCE
106 N CENTRAL AVE
MEDFORD
,
OR
97501
N/A
PC
TOWARD THE PURCHASE AND RENOVATION OF THE CARNEGIE LIBRARY.
15,000
KIDS UNLIMITED
821 N RIVERSIDE
MEDFORD
,
OR
97501
N/A
PC
IN SUPPORT OF CREATING A NEW PRE-KINDERGARTEN PROGRAM.
15,000
ROGUE COMMUNITY HEALTH
900 E MAIN STREET
MEDFORD
,
OR
97504
N/A
PC
TOWARD THE PURCHASE OF A CARGO VAN TO TRANSPORT EQUIPMENT AND SUPPLIES FOR MOBILE DENTAL SERVICES.
15,000
SCIENCE WORKS HANDS-ON MUSEUM
1500 E MAIN STREET
ASHLAND
,
OR
97520
N/A
PC
TO PROVIDE A VARIETY OF EDUCATIONAL SCIENCE PROGRAMS AT THE MUSEUM AND IN TITLE 1 SCHOOLS.
15,000
ST VINCENT DE PAUL SOCIETY - MEDFORD
PO BOX 1663
MEDFORD
,
OR
97501
N/A
PC
TO PROVIDE EMERGENCY UTILITY ASSISTANCE TO LOCAL FAMILIES.
15,000
EAGLE POINT HIGH SCHOOL
PO BOX 198
EAGLE POINT
,
OR
97524
N/A
GOV
STUDENT COLLEGE SCHOLARSHIPS.
13,500
ACCESS INC
PO BOX 4666
MEDFORD
,
OR
97501
N/A
PC
TOWARD THE ADDITION OF THREE NEW FREE MOBILE MARKET LOCATIONS IN LOW-INCOME AREAS.
12,500
ASHLAND HIGH SCHOOL
201 S MOUNTAIN AVENUE
ASHLAND
,
OR
97520
N/A
GOV
STUDENT COLLEGE SCHOLARSHIPS.
12,500
BOYS & GIRLS CLUBS OF THE ROGUE VALLEY
203 SE 9TH STREET
GRANTS PASS
,
OR
97526
N/A
PC
IN SUPPORT OF AN AFTER-SCHOOL PROGRAM TO INCREASE ACADEMIC SUCCESS.
12,000
COMPASS HOUSE
37 N IVY STREET
MEDFORD
,
OR
97501
N/A
PC
TOWARD THE PURCHASE AND RENOVATION OF A BUILDING TO EXPAND SERVICES.
12,000
ROGUE VALLEY SYMPHONY
1875 HWY 99 N STE 7
ASHLAND
,
OR
97520
N/A
PC
IN SUPPORT OF THE LINK UP AND CLASSICAL COACHES PROGRAMS IN LOCAL SCHOOLS.
12,000
SET FREE SERVICES
1032 W MAIN STREET
MEDFORD
,
OR
97501
N/A
PC
IN SUPPORT OF GENERAL OPERATIONS.
12,000
JACKSON COUNTY SEXUAL ASSAULT RESPONSE TEAM
2305 ASHLAND ST C-418
ASHLAND
,
OR
97520
N/A
PC
IN SUPPORT OF A K-12 SEXUAL VIOLENCE PREVENTION PROGAM IN LOCAL SCHOOLS.
12,000
ROGUE RETREAT
1410 W 8TH STREET
MEDFORD
,
OR
97501
N/A
PC
IN SUPPORT OF PROVIDING CASE MANAGEMENT SERVICES.
10,000
REACHING OUR COMMUNITY
564 SW FOUNDRY STREET
GRANTS PASS
,
OR
97526
N/A
PC
IN SUPPORT OF FUNDING STAFF POSITIONS AT THE FOOD PANTRY.
10,000
FAMILY NURTURING CENTER
212 N OAKDALE
MEDFORD
,
OR
97501
N/A
PC
TOWARD THE PURCHASE OF COMPUTERS AND OTHER TECHNOLOGY FOR EMPLOYEES IN THE FIELD.
10,000
MASLOW PROJECT
PO BOX 999
MEDFORD
,
OR
97501
N/A
PC
IN SUPPORT OF CASE MANAGEMENT SERVICES FOR HOMELESS CHILDREN AND THEIR FAMILIES.
10,000
OPTIONS FOR HOMELESS RESIDENTS OF ASHLAND
PO BOX 1133
ASHLAND
,
OR
97520
N/A
PC
IN SUPPORT OF A PROGRAM PROVIDING RENTAL ASSISTANCE TO HELP RESIDENTS FIND HOUSING OR REMAIN IN THEIR HOMES.
10,000
ST VINCENT DE PAUL SOCIETY - GRANTS PASS
132 SE H STREET
GRANTS PASS
,
OR
97526
N/A
PC
TO PROVIDE SOCIAL SERVICES SUPPORT FOR LOCAL LOW-INCOME RESIDENTS.
10,000
THE SALVATION ARMY
PO BOX 757
MEDFORD
,
OR
97501
N/A
PC
IN SUPPORT OF PROVIDING TRANSITIONAL HOUSING TO THE HOMELESS.
10,000
WOMEN'S CRISIS SUPPORT TEAM
560-A NE F STREET 430
GRANTS PASS
,
OR
97526
N/A
PC
IN SUPPORT OF A VIOLENCE PREVENTION AND POSITIVE YOUTH DEVELOPMENT PROGRAM IN LOCAL SCHOOLS.
10,000
PHOENIX HIGH SCHOOL
PO BOX 697
PHOENIX
,
OR
97535
N/A
GOV
STUDENT COLLEGE SCHOLARSHIPS.
9,000
CLASSROOM LAW PROJECT
620 SW MAIN ST STE 102
PORTLAND
,
OR
97205
N/A
PC
TOWARD AN ONLINE SUMMER INSTITUTE FOR TEACHERS PROGRAM.
8,500
HOPE EQUESTRIAN CENTER
PO BOX 396
EAGLE POINT
,
OR
97524
N/A
PC
TO PROVIDE SCHOLARSHIPS FOR RIDERS TO PARTICIPATE IN A THERAPEUTIC RIDING PROGRAM.
8,000
NONPROFIT ASSOCIATION OF OREGON
5100 SW MACADAM AVE STE 36
PORTLAND
,
OR
97239
N/A
PC
IN SUPPORT OF A SERIES OF PROFESSIONAL DEVELOPMENT TRAININGS.
8,000
SOUTHERN OREGON FILM SOCIETY
PO BOX 218
ASHLAND
,
OR
97520
N/A
PC
IN SUPPORT OF ARTS EDUCATION PROGRAMS FOR LOCAL YOUTH.
8,000
SPARTAN BOXING
729 WELCH STREET
MEDFORD
,
OR
97501
N/A
PC
TOWARD GENERAL OPERATING SUPPORT.
8,000
YOUTH SYMPHONY OF SOUTHERN OREGON
PO BOX 4291
MEDFORD
,
OR
97501
N/A
PC
IN SUPPORT OF THE 2020-21 CONCERT SEASON.
8,000
ONTRACK INC
300 W MAIN STREET
MEDFORD
,
OR
97501
N/A
PC
TOWARD FLOOR REPLACEMENT AT THE MOM'S PROGRAM FACILITY.
7,500
ROGUE GALLERY & ART CENTER
40 S BARTLETT STREET
MEDFORD
,
OR
97501
N/A
PC
IN SUPPORT OF THE 2020 EXHIBITION SERIES AND ITS RELATED LECTURES AND EVENTS.
7,500
OREGON ALLIANCE OF INDEPENDENT COLLEGES & UNIVERSITIES
15573 BANGY ROAD SUITE 320
LAKE OSWEGO
,
OR
97035
N/A
PC
TO PROVIDE TEN SCHOLARSHIPS TO LOCAL STUDENTS TO ATTEND PRIVATE COLLEGES AND UNIVERSITIES IN OREGON.
7,150
DAVID'S CHAIR OUTDOOR MOBILITY SYSTEMS
535 SUNRISE AVENUE
MEDFORD
,
OR
97504
N/A
PC
TO PURCHASE TWO SMALL ENCLOSED TRAILERS WITH MODIFICATIONS TO PAIR UP WITH AN ALL-TERRAIN TRACK CHAIR.
7,000
CONSUMER CREDIT COUNSELING SERVICE OF SOUTHERN OREGON
820 CRATER LAKE AVENUE 202
MEDFORD
,
OR
97504
N/A
PC
TO EXPAND CREDIT COUNSELING SERVICES TO MEET INCREASED DEMAND.
7,000
SISKIYOU FIELD INSTITUTE
PO BOX 207
SELMA
,
OR
97538
N/A
PC
TOWARD THE DEVELOPMENT OF THE OUTDOOR SCHOOL PROGRAM.
6,500
RESOLVE - CENTER FOR DISPUTE RESOLUTION
1237 N RIVERSIDE AVE STE 25
MEDFORD
,
OR
97501
N/A
PC
IN SUPPORT OF SCHOOL PROGRAMS IMPLEMENTING RESTORATIVE JUSTICE.
6,500
FAMILIA UNIDA BIKE PROGRAM
8089 ABBEY ROAD
WHITE CITY
,
OR
97503
N/A
PC
GENERAL OPERATING SUPPORT.
6,000
PEACE HOUSE
PO BOX 524
ASHLAND
,
OR
97520
N/A
PC
FOR COSTS ASSOCIATED WITH PROVIDING A FREE WEEKLY MEAL TO HOMELESS AND LOW-INCOME PERSONS.
6,000
ROGUE VALLEY FARM TO SCHOOL
PO BOX 898
ASHLAND
,
OR
97520
N/A
PC
TOWARD GENERAL OPERATING SUPPORT.
6,000
SMART (START MAKING A READER TODAY)
101 SW MARKET STREET
PORTLAND
,
OR
97201
N/A
PC
IN SUPPORT OF PROVIDING THE SMART READING PROGRAM IN CENTRAL POINT ELEMENTARY SCHOOLS
6,000
ST MARK'S EPISCOPAL CHURCH
426 W 6TH STREET
MEDFORD
,
OR
97501
N/A
PC
TOWARD THE PURCHASE OF FOOD TO BE DISTRIBUTED THROUGH A WEEKLY FOOD PANTRY.
6,000
1000 FRIENDS OF OREGON
PO BOX 40367
PORTLAND
,
OR
97204
N/A
PC
TO TRAIN CIVIC LEADERS SO THEY HAVE A WORKING KNOWLEDGE OF LAND USE SYSTEMS.
5,000
ASHLAND EMERGENCY FOOD BANK
PO BOX 3578
ASHLAND
,
OR
97520
N/A
PC
TOWARD THE PURCHASE OF FRESH FOOD TO DISTRIBUTE THROUGH THE FOOD BANK.
5,000
GRANDMAS2GO
140 S HOLLY STREET
MEDFORD
,
OR
97501
N/A
PC
TO PROVIDE GRANDMA VOLUNTEERS TO SUPPORT PARENTS OF CHILDREN BORN WITH SPECIAL HEALTH CONCERNS.
5,000
HEART & HOPE MUSIC
321 S CLAY STREET 45
ASHLAND
,
OR
97520
N/A
PC
IN SUPPORT OF PROVIDING A THERAPEUTIC MUSIC PROGRAM FOR ELDERS AND THOSE WITH SPECIAL NEEDS.
5,000
HIV ALLIANCE
1195A CITY VIEW STREET
EUGENE
,
OR
97402
N/A
PC
IN SUPPORT OF JOSEPHINE COUNTY HIV SERVICES.
5,000
ILLINOIS RIVER VALLEY ARTS COUNCIL
PO BOX 522
CAVE JUNCTION
,
OR
97523
N/A
PC
IN SUPPORT OF AN ART PROGRAM FOR THE ELEMENTARY AND MIDDLE SCHOOLS.
5,000
JOE'S PLACE MINISTRIES
PO BOX 1226
GRANTS PASS
,
OR
97528
N/A
PC
TO EXPAND OUTREACH SERVICES TO YOUTH IN THE CAVE JUNCTION AREA.
5,000
OREGON LIONS SIGHT & HEARING FOUNDATION
1010 NW 22ND AVE N144
PORTLAND
,
OR
97210
N/A
PC
TO PROVIDE VISION SCREENING AND REFERRALS TO STUDENTS IN LOCAL SCHOOLS.
5,000
ROGUE VALLEY CHORALE ASSOCIATION
724 S CENTRAL AVENUE
MEDFORD
,
OR
97501
N/A
PC
TOWARD THE PURCHASE OF NEW CHORAL RISERS.
5,000
ASHLAND SUPPORTIVE HOUSING
PO BOX 3536
ASHLAND
,
OR
97520
N/A
PC
TOWARD THE ASHWOOD INN SCHOLARSHIP FUND.
5,000
ASHLAND CULTURE OF PEACE COMMISSION
33 1ST STREET STE 1
ASHLAND
,
OR
97520
N/A
PC
TO PROVIDE VOLUNTEER RECRUITMENT, TRAINING AND APPRECIATION FOR THE WINTER SHELTERS.
5,000
HEALTHY U
PO BOX 1491
CAVE JUNCTION
,
OR
97523
N/A
PC
IN SUPPORT OF A SIX WEEK SUMMER PROGRAM PROVIDING MENTORING AND TUTORING.
5,000
BARNSTORMERS THEATRE INC
112 NE EVELYN AVENUE
GRANTS PASS
,
OR
97526
N/A
PC
TOWARD UPGRADES IN THE THEATRE BUILDING.
5,000
CITY OF ASHLAND
20 E MAIN STREET
ASHLAND
,
OR
97520
N/A
GOV
TOWARD THE CONSTRUCTION OF A NATURE PLAY AREA AT NORTH MOUNTAIN PARK IN ASHLAND.
5,000
BALLET FOLKLORICO RITMO ALEGRE
PO BOX 8225
MEDFORD
,
OR
97501
N/A
PC
TO PROVIDE TRAINING FOR INSTRUCTORS AND PERFORMERS.
5,000
PACIFICA A GARDEN IN THE SISKIYOUS
PO BOX 1
WILLIAMS
,
OR
97544
N/A
PC
TOWARD THE PURCHASE AND INSTALLATION OF FIRE DOORS FOR THE CEDAR CENTER BUILDING.
5,000
BRAVA OPERA THEATRE
1652 PEACHY ROAD
ASHLAND
,
OR
97520
N/A
PC
IN SUPPORT OF CLASSES, COMPETITIONS AND PERFORMANCES AND TO ESTABLISH A LOCAL BOX OFFICE.
5,000
CROSSING BRIDGES THERAPEUTIC RIDING CENTER
PO BOX 2276
GRANTS PASS
,
OR
97528
N/A
PC
TO PROVIDE SCHOLARSHIPS FOR RIDERS TO PARTICIPATE IN THERAPEUTIC RIDING CLASSES.
4,000
FIRST CHRISTIAN CHURCH OF MEDFORD
1900 CRATER LAKE AVE
MEDFORD
,
OR
97504
N/A
PC
TOWARD THE REPLACEMENT OF THE FLOORING IN THE PRESCHOOL.
4,000
THE HEARTH
400 MORTON STREET
ASHLAND
,
OR
97520
N/A
PC
TOWARD COSTS ASSOCIATED WITH ONLINE FACILITATOR CERTIFICATION TRAINING.
4,000
THE PACIFIC FOREST TRUST
1001-A OREILLY AVE
SAN FRANCISCO
,
CA
94129
N/A
PC
TOWARD A LAND CONSERVATION PROJECT ON MT. ASHLAND.
4,000
ASHLAND NEW PLAYS FESTIVAL
PO BOX 3314
ASHLAND
,
OR
97520
N/A
PC
IN SUPPORT OF THE 2019 FALL FESTIVAL .
4,000
THE DOME SCHOOL
PO BOX 812
CAVE JUNCTION
,
OR
97523
N/A
PC
TOWARD REPAIRS TO AN EXISTING HOT WATER HEATER.
4,000
GRANTS PASS MUSEUM OF ART
PO BOX 966
GRANTS PASS
,
OR
97526
N/A
PC
IN SUPPORT OF STUDENT FIELD TRIPS TO THE MUSEUM.
3,500
OREGON COAST YOUTH SYMPHONY FESTIVAL ASSOCIATION
PO BOX 2405
NEWPORT
,
OR
97365
N/A
PC
IN SUPPORT OF ASHLAND HIGH SCHOOL'S ORCHESTRA TO PARTICIPATE IN THE FESTIVAL IN 2021.
3,500
ROGUE FARM CORPS
PO BOX 533
ASHLAND
,
OR
97520
N/A
PC
TOWARD DIRECT OPERATING FUNDS.
3,500
ROGUE RIVER HIGH SCHOOL
PO BOX 1045
ROGUE RIVER
,
OR
97537
N/A
GOV
STUDENT COLLEGE SCHOLARSHIPS.
3,500
CARE FOUNDATION
4616 25TH AVENUE NE 477
SEATTLE
,
WA
98105
N/A
PC
A GRANT MADE IN MEMORY OF HELEN B CARPENTER.
3,000
JACKSON COUNTY LIBRARY SYSTEM
205 S CENTRAL AVENUE
MEDFORD
,
OR
97501
N/A
PC
A GRANT MADE IN MEMORY OF ASV CARPENTER TOWARD THE PURCHASE OF BOOKS.
3,000
ROGUE VALLEY PEACE CHOIR
PO BOX 825
ASHLAND
,
OR
97520
N/A
PC
SALARY SUPPORT FOR THE CHOIR DIRECTOR AND ACCOMPANYIST.
3,000
ANIMA MUNDI PRODUCTIONS
PO BOX 1323
PHOENIX
,
OR
97535
N/A
PC
TOWARD THE CREATION OF A MUSICAL BASED ON INTERVIEWS WITH MEMBEROS OF THE SOUTHERN OREGON LATINO COMMUNITY.
3,000
COLLABORATIVE THEATRE PROJECT INC
555 MEDFORD CENTER
MEDFORD
,
OR
97504
N/A
PC
IN SUPPORT OF PERFORMANCES, PLAYREADINGS AND WORKSHOPS.
3,000
MIRACLE THEATRE GROUP
425 SE 6TH AVENUE
PORTLAND
,
OR
97214
N/A
PC
IN SUPPORT OF A THEATRE RESIDENCY PROGRAM.
3,000
OREGON MUSEUM OF SCIENCE & INDUSTRY
1945 SE WATER AVENUE
PORTLAND
,
OR
97214
N/A
PC
IN SUPPORT OF SCIENCE EDUCATION SCHOOL PROGRAMS.
3,000
WHITE OAK FARM & EDUCATION CENTER
PO BOX 450
WILLIAMS
,
OR
97544
N/A
PC
TO PROVIDE SCHOLARSHIP ASSISTANCE TO LOW-INCOME FAMILIES TO PARTICIPATE AT THE FARM.
3,000
FRIENDS OF CASCADE-SISKIYOU NATIONAL MONUMENT
84 4TH STREET
ASHLAND
,
OR
97520
N/A
PC
IN SUPPORT OF THE 20TH ANNIVERSARY OF THE CASCADE-SISKIYOU NATIONAL MONUMENT.
2,500
KLAMATH BIRD OBSERVATORY
PO BOX 758
ASHLAND
,
OR
97520
N/A
PC
TOWARD SCIENTIFIC RESEARCH AND EDUCATION ON THE CONSERVATION CHALLENGES FACING THE OREGON VESPER SPARROW.
2,500
TALENT ELEMENTARY SCHOOL
PO BOX 296
TALENT
,
OR
97540
N/A
GOV
TO PROVIDE A FIDDLE BAND CLASS TO STUDENTS IN THE OUTDOOR SCHOOL PROGRAM.
2,500
ROGUE RIVER SCHOOL DISTRICT
PO BOX 1045
ROGUE RIVER
,
OR
97537
N/A
GOV
IN SUPPORT OF A PROGRAM INCORPORATING GARDENING AND MUSIC.
2,400
ARCHITECTURAL FOUNDATION OF OREGON
PO BOX 40230
PORTLAND
,
OR
97240
N/A
PC
IN SUPPORT OF ARCHITECTS IN THE SCHOOLS PROGRAM.
2,000
DIVIDE CAMP INC
PO BOX 49
JOSEPH
,
OR
97846
N/A
PC
IN SUPPORT OF BRINGING VETERANS TO A WILDERNESS CAMP EXPERIENCE.
2,000
MID ROGUE IMAGING CENTER
1619 NW HAWTHORNE AVE STE 1
GRANTS PASS
,
OR
97526
N/A
PC
IN SUPPORT OF AN OUTREACH AND EDUCATION PROGRAM EXPANDING ACCESS TO CARE.
2,000
REACH OUT AND READ
16400 SW NIGHTHAWK DRIVE
BEAVERTON
,
OR
97007
N/A
PC
IN SUPPORT OF PROVIDING BOOKS AND PEDIATRICIAN-GUIDED EARLY LITERACY EDUCATION TO LOCAL CHILDREN.
2,000
COMPASSION HIGHWAY PROJECT
PO BOX 1653
MEDFORD
,
OR
97501
N/A
PC
TO PROVIDE FOOD AND PERSONAL ITEMS TO HOMELESS PERSONS IN MEDFORD.
2,000
RUSK RANCH NATURE CENTER
PO BOX 872
CAVE JUNCTION
,
OR
97523
N/A
PC
TOWARD RENOVATIONS OF THE FACILITY .
2,000
MAGDALENE HOME
12 BLACK OAK DRIVE
MEDFORD
,
OR
97504
N/A
PC
IN SUPPORT OF PROVIDING CARE AND SERVICES TO PREGNANT TEENS AND TEEN MOTHERS.
2,000
OREGON NONPROFIT LEADERS CONFERENCE UNITED WAY
1457 E MCANDREWS ROAD
MEDFORD
,
OR
97504
N/A
PC
SPONSORSHIP FOR SPRING 2020 CONFERENCE.
1,500
RANDALL THEATRE COMPANY
10 3RD STREET
MEDFORD
,
OR
97501
N/A
PC
TO PROVIDE A FREE THEATRE PROGRAM TO PERSONS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.
1,500
ROGUE ROWING
175 EMIGRANT LAKE ROAD
ASHLAND
,
OR
97520
N/A
PC
TOWARD COSTS TO DEVELOP AN ADAPTIVE ROWING PROGRAM.
1,500
BUTTE FALLS HIGH SCHOOL
PO BOX 167
BUTTE FALLS
,
OR
97522
N/A
GOV
STUDENT COLLEGE SCHOLARSHIPS.
1,000
KLAMATH-SISKIYOU WILDLANDS CENTER
PO BOX 102
ASHLAND
,
OR
97520
N/A
PC
IN SUPPORT OF RESTORING NATIVE PLANT COMMUNITIES AT THE EIGHT DOLLAR MOUNTAIN BOTANICAL AREA.
1,000
PROSPECT HIGH SCHOOL
PO BOX 40
PROSPECT
,
OR
97536
N/A
GOV
STUDENT COLLEGE SCHOLARSHIPS.
1,000
Total
.................................
3a
715,050
b
Approved for future payment
THE ALS ASSOCIATION
700 NE MULTNOMAH STREET STE 210
PORTLAND
,
OR
97232
N/A
PC
TO PROVIDE MEDICAL SUPPORT TO LOCAL FAMILIES LIVING WITH ALS.
5,000
ASHLAND CULTURE OF PEACE COMMISSION
33 1ST STREET STE 1
ASHLAND
,
OR
97520
N/A
PC
TO PROVIDE VOLUNTEER RECRUITMENT, TRAINING AND APPRECIATION FOR THE WINTER SHELTERS.
5,000
ASHLAND EMERGENCY FOOD BANK
PO BOX 3578
ASHLAND
,
OR
97520
N/A
PC
TO PROVIDE FRESH AND PERISHABLE FOODS TO THE FOOD BANK.
5,000
BARNSTORMERS THEATRE INC
112 NE EVELYN AVENUE
GRANTS PASS
,
OR
97526
N/A
PC
TOWARD UPGRADES IN THE THEATRE BUILDING.
2,300
CARE FOUNDATION
4616 25TH AVENUE NE 477
SEATTLE
,
WA
98105
N/A
PC
A GRANT MADE IN MEMORY OF HELEN B CARPENTER.
3,000
COLLABORATIVE THEATRE PROJECT INC
555 MEDFORD CENTER
MEDFORD
,
OR
97504
N/A
PC
IN SUPPORT OF PERFORMANCES, PLAYREADINGS AND WORKSHOPS.
4,000
DAVID'S CHAIR OUTDOOR MOBILITY SYSTEMS
535 SUNRISE AVENUE
MEDFORD
,
OR
97504
N/A
PC
TOWARD THE PURCHASE OF A WHEELCHAIR ACCESSIBLE VAN.
5,000
GRANTS PASS SOBERING CENTER
PO BOX 1388
GRANTS PASS
,
OR
97528
N/A
PC
IN SUPPORT OF A COMMUNITY OUTREACH PROJECT TO EXPAND PARTNERSHIPS, STABILIZE FUNDING AND EDUCATE THE PUBLIC.
3,000
GREATER APPLEGATE COMMUNITY DEVELOPMENT
PO BOX 335
JACKSONVILLE
,
OR
97530
N/A
PC
TOWARD A NEIGHBORHOOD EMERGENCY PREPARATION PLAN.
5,000
HEART & HOPE MUSIC
321 S CLAY STREET 45
ASHLAND
,
OR
97520
N/A
PC
IN SUPPORT OF PROVIDING A THERAPEUTIC MUSIC PROGRAM FOR ELDERS AND THOSE WITH SPECIAL NEEDS.
5,000
JACKSON COUNTY SEXUAL ASSAULT RESPONSE TEAM
2305 ASHLAND ST C-418
ASHLAND
,
OR
97520
N/A
PC
IN SUPPORT OF A K-12 SEXUAL VIOLENCE PREVENTION PROGAM IN LOCAL SCHOOLS.
12,000
JACKSON COUNTY LIBRARY SYSTEM
205 S CENTRAL AVENUE
MEDFORD
,
OR
97501
N/A
PC
A GRANT MADE IN MEMORY OF ASV CARPENTER TOWARD THE PURCHASE OF BOOKS.
3,000
LA CLINICA DEL VALLE
931 CHEVY WAY
MEDFORD
,
OR
97504
N/A
PC
OPERATING SUPPORT FOR COVID-19 EMERGENCY RESPONSE SERVICES.
20,000
MAGDALENE HOME
12 BLACK OAK DRIVE
MEDFORD
,
OR
97504
N/A
PC
IN SUPPORT OF PROVIDING CARE AND SERVICES TO PREGNANT TEENS AND TEEN MOTHERS.
2,000
MIRACLE THEATRE GROUP
425 SE 6TH AVENUE
PORTLAND
,
OR
97214
N/A
PC
IN SUPPORT OF A BILINGUAL AND BICULTURAL ONLINE THEATRE PROGRAM FOR SCHOOLS.
3,000
OREGON ALLIANCE OF INDEPENDENT COLLEGES & UNIVERSITIES
15573 BANGY ROAD SUITE 320
LAKE OSWEGO
,
OR
97035
N/A
PC
TO PROVIDE TEN SCHOLARSHIPS TO LOCAL STUDENTS TO ATTEND PRIVATE COLLEGES AND UNIVERSITIES IN OREGON.
6,500
OREGON LIONS SIGHT & HEARING FOUNDATION
1010 NW 22ND AVE N144
PORTLAND
,
OR
97210
N/A
PC
TO PROVIDE VISION SCREENING AND REFERRALS TO STUDENTS IN LOCAL SCHOOLS.
5,000
OREGON SHAKESPEARE FESTIVAL
PO BOX 158
ASHLAND
,
OR
97520
N/A
PC
IN SUPPORT OF A VARIETY OF EDUCATIONAL PROGRAMS.
25,000
ROGUE COMMUNITY COLLEGE FOUNDATION
3345 REDWOOD HWY
GRANTS PASS
,
OR
97527
N/A
PC
FOR JACKSON & JOSEPHINE COUNTY SCHOLARSHIPS.
25,000
ROGUE VALLEY FARM TO SCHOOL
PO BOX 898
ASHLAND
,
OR
97520
N/A
PC
TOWARD GENERAL OPERATING SUPPORT.
6,000
SISKIYOU FIELD INSTITUTE
PO BOX 207
SELMA
,
OR
97538
N/A
PC
TOWARD THE DEVELOPMENT OF THE OUTDOOR SCHOOL PROGRAM.
15,000
SMART (START MAKING A READER TODAY)
101 SW MARKET STREET
PORTLAND
,
OR
97201
N/A
PC
IN SUPPORT OF PROVIDING THE SMART READING PROGRAM IN CENTRAL POINT ELEMENTARY SCHOOLS
6,000
SOUTHERN OREGON REPERTORY SINGERS
PO BOX 1091
ASHLAND
,
OR
97520
N/A
PC
TOWARD GENERAL OPERATING SUPPORT.
5,000
SOUTHERN OREGON UNIVERSITY
1250 SISKIYOU BLVD
ASHLAND
,
OR
97520
N/A
GOV
IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS.
25,000
SPARTAN BOXING
729 WELCH STREET
MEDFORD
,
OR
97501
N/A
PC
TOWARD GENERAL OPERATING SUPPORT.
8,000
THE VALLEY SCHOOL OF SOUTHERN OREGON
857 VALLEY VIEW DRIVE
MEDFORD
,
OR
97501
N/A
PC
TOWARD THE COST OF PROVIDING PROFESSIONAL PRACTITIONERS TO TEACH MINI-COURSES ON A VARIETY OF SUBJECTS.
5,000
YOUTH SYMPHONY OF SOUTHERN OREGON
PO BOX 4291
MEDFORD
,
OR
97501
N/A
PC
IN SUPPORT OF THE 2020-21 CONCERT SEASON.
8,000
PHOENIX-TALENT SCHOOL DISTRICT
PO BOX 698
PHOENIX
,
OR
97535
N/A
GOV
TO PROVIDE SCHOLARSHIPS FOR LOCAL LATINO YOUTH TO ATTEND A SUMMER RESIDENTIAL PROGRAM.
7,500
Total
.................................
3b
229,300
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
7
4
Dividends and interest from securities
....
14
1,122,817
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
-473,445
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
UBI FROM PARTNERSHIPS
900099
283
b
NET NON-UBI FROM PARTNERSHIP INVESTMENTS
900099
14
-56,804
c
MISCELLANEOUS INCOME
900099
14
77
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
283
592,652
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
592,935
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
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?
...........
Yes
No
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.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description