Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 07-01-2022 , and ending 06-30-2023
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 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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$20,452,122J 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) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 6,390 6,390  
4 Dividends and interest from securities... 771,520 771,520  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 615,321
b Gross sales price for all assets on line 6a 1,195,811
7 Capital gain net income (from Part IV, line 2)... 615,321
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
-25,877 -31,410  
12 Total. Add lines 1 through 11........ 1,367,354 1,361,821  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 49,565 29,739   19,826
14 Other employee salaries and wages...... 117,983 26,416   91,567
15 Pension plans, employee benefits....... 37,808 9,465   28,343
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,208 604   604
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
11,860 5,930   5,930
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
20,941 20,941   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
34,073 0   2,256
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
1,861 0  
20 Occupancy.............. 16,215 0   16,215
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
27,081 12,604   15,671
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 318,595 105,699   180,412
25 Contributions, gifts, grants paid....... 869,900 869,900
26 Total expenses and disbursements. Add lines 24 and 25 1,188,495 105,699   1,050,312
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 178,859
b Net investment income (if negative, enter -0-) 1,256,122
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 48,654 271,357 271,357
2 Savings and temporary cash investments......... 5,650 5,654 5,654
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 7,157    
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 17,618,714 Click to see attachment
List of Attached Documents:
// Content
17,228,206 		18,441,320
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,106,559 Click to see attachment
List of Attached Documents:
// Content
1,436,853 		1,720,623
14 Land, buildings, and equipment: basis right arrow27,538
Less: accumulated depreciation (attach schedule) right arrow18,150 1,065 Click to see attachment
List of Attached Documents:
// Content
9,388 		9,388
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
3,780 		Click to see attachment
List of Attached Documents:
// Content
3,780 		Click to see attachment
List of Attached Documents:
// Content
3,780
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 18,791,579 18,955,238 20,452,122
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 204,800 192,800
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
30,219 		Click to see attachment
List of Attached Documents:
// Content
27,019
23 Total liabilities (add lines 17 through 22)......... 235,019 219,819
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 18,556,560 18,735,419
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 18,556,560 18,735,419
30 Total liabilities and net assets/fund balances (see instructions). 18,791,579 18,955,238
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
18,556,560
2
Enter amount from Part I, line 27a .....................
2
178,859
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
18,735,419
5
Decreases not included in line 2 (itemize) right arrow
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
18,735,419
Form 990-PF (2022)
Form 990-PF (2022)
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 P 2021-12-31 2022-12-31
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 1,195,811   580,490 615,321
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       615,321
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 2 615,321
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 17,460
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 17,460
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 17,460
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 21,760
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 21,760
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 4,300
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow4,300 Refundedright arrow 11 0
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOR
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 (2022)
Form 990-PF (2022)
Page 5
Part VI-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 addressright arrowWWW.CARPENTER-FOUNDATION.ORG
14
The books are in care ofright arrowTHE CARPENTER FOUNDATION Telephone no.right arrow (541) 772-5851

Located atright arrow824 E MAIN STREET SUITE 102MEDFORDOR ZIP+4right arrow97504
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
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.) ...............
1a(6)
 
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
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2022? .............
1d
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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? .............
5a(5)
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
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?
7a
 
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? .........................
8
 
No
Part VII
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
AMY CUDDY PUBLIC TRUSTEE
3.00 		0 0 0
824 E MAIN STREET SUITE 102
MEDFORD,OR97504
EMILY MOSTUE TRUSTEE/PRESIDENT
12.00 		48,204 1,361 0
824 E MAIN STREET SUITE 102
MEDFORD,OR97504
KAREN C ALLAN TRUSTEE/VP & SEC
3.00 		0 0 0
824 E MAIN STREET SUITE 102
MEDFORD,OR97504
DAN THORNDIKE TRUSTEE/TREASURER/INVESTMENT ADVISOR
5.00 		0 0 0
824 E MAIN STREET SUITE 102
MEDFORD,OR97504
SUE NAUMES FAMILY TRUSTEE
3.00 		0 0 0
824 E MAIN STREET SUITE 102
MEDFORD,OR97504
SUSAN COHEN PUBLIC TRUSTEE
3.00 		0 0 0
824 E MAIN STREET SUITE 102
MEDFORD,OR97504
STEVE BOYARSKY PUBLIC TRUSTEE
3.00 		0 0 0
824 E MAIN STREET SUITE 102
MEDFORD,OR97504
BRIAN GROSS 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 		80,680 13,565 0
824 E MAIN STREET SUITE 102
MEDFORD,OR97504
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
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
19,874,872
b
Average of monthly cash balances.......................
1b
81,079
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
19,955,951
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
19,955,951
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
299,339
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
19,656,612
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
982,831
Part X
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 IX, line 6..................
1
982,831
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
17,460
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
706
c
Add lines 2a and 2b............................
2c
18,166
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
964,665
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
964,665
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 XII, line 1 ...
7
964,665
Part XI
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
1,050,312
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
1,050,312
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 964,665
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 852,690
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 1,050,312
a Applied to 2021, but not more than line 2a 852,690
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 2022 distributable amount..... 197,622
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		767,043
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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 right arrow
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 (2022)
Form 990-PF (2022)
Page 11
Part XIV
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

1ST PHOENIX COMMUNITY CENTER

PO BOX 390
PHOENIX,OR97535 		N/A PC TOWARD THE PURCHASE OF FOOD TO BE DISTRIBUTED THROUGH THE FOOD BANK. 6,000

ACCESS INC

PO BOX 4666
MEDFORD,OR97501 		N/A PC IN SUPPORT OF A PROGRAM BRINGING A MOBILE FOOD PANTRY TRUCK TO FAMILIES IN JACKSON COUNTY. 15,000

ANIMA MUNDI PRODUCTIONS

PO BOX 1323
PHOENIX,OR97535 		N/A PC IN SUPPORT OF A SERIES OF CONCERTS COMBINED WITH FREE YOUTH AND ADULT ORIENTED COMMUNITY EVENTS. 5,000

APPLEGATE PARTNERSHIP

PO BOX 899
JACKSONVILLE,OR97530 		N/A PC IN SUPPORT OF A HANDS-ON ENVIRONMENTAL EDUCATION PROGRAM FOR STUDENTS. 4,000

ASHLAND FOLK COLLECTIVE

188 CENTRAL AVENUE
ASHLAND,OR97520 		N/A PC IN SUPPORT OF COSTS ASSOCIATED WITH A NEW OPERATIONS MANAGER STAFF POSITION. 2,000

ASHLAND HIGH SCHOOL

201 S MOUNTAIN AVENUE
ASHLAND,OR97520 		N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 12,500

BOYS & GIRLS CLUBS OF THE ROGUE VALLEY

PO BOX 2450
GRANTS PASS,OR97526 		N/A PC IN SUPPORT OF AN EDUCATION-BASED AFTER-SCHOOL PROGRAM FOR LOCAL YOUTH. 15,000

BRITT FESTIVALS

PO BOX 1124
MEDFORD,OR97501 		N/A PC IN SUPPORT OF THE 2023 ORCHESTRA SEASON. 30,000

BUTTE FALLS HIGH SCHOOL

PO BOX 167
BUTTE FALLS,OR97522 		N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 1,000

CASA OF JACKSON & JOSEPHINE COUNTIES

409 N FRONT STREET
MEDFORD,OR97501 		N/A PC TO INCREASE THE NUMBER OF CASA VOLUNTEERS AND TO PROVIDE TRAUMA INFORMED CARE TRAINING TO STAFF AND VOLUNTEERS. 15,000

CENTRAL MEDFORD HIGH SCHOOL

815 S OAKDALE
MEDFORD,OR97501 		N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 3,000

CLASSROOM LAW PROJECT

1300 SE 6TH AVENUE STE 190
PORTLAND,OR97201 		N/A PC IN SUPPORT OF A VARIETY OF CIVICS EDUCATION PROGRAMS IN SOUTHERN OREGON. 15,000

CONSUMER CREDIT COUNSELING SERVICE OF SOUTHERN OREGON

820 CRATER LAKE AVE 202
MEDFORD,OR97501 		N/A PC TO PROVIDE LOW-COST COMMUNITY-BASED FINANCIAL EDUCATION AND CREDIT COUNSELING. 9,000

CRATER HIGH SCHOOL

300 ASH STREET
CENTRAL POINT,OR97502 		N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 16,500

CROSSING BRIDGES THERAPEUTIC RIDING CENTER

PO BOX 2276
GRANTS PASS,OR97528 		N/A PC TOWARD THE PURCHASE OF TWO ADDITIONAL THERAPY HORSES. 4,000

DAVID'S CHAIR OUTDOOR MOBILITY SYSTEMS

185 EASTERN STREET STE 400
WHITE CITIY,OR97503 		N/A PC TO PURCHASE A RACK THAT ALLOWS FOR THE ELEVATION OF TRACK CHAIRS FOR MAINTENANCE AND REPAIRS. 3,550

EAGLE POINT HIGH SCHOOL

PO BOX 198
EAGLE POINT,OR97524 		N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 13,500

FRIENDS OF COUNTRY LIVING

PO BOX 1483
GRANTS PASS,OR97528 		N/A PC TOWARD CREATING A PLAYSPACE REPRESENTING ASPECTS OF THE OREGON TRAIL FOR USE BY THE COMMUNITY. 2,000

GRANTS PASS FAMILY YMCA

1000 REDWOOD AVE
GRANTS PASS,OR97527 		N/A PC IN SUPPORT OF COSTS ASSOCIATED WITH OPERATING HEALTH AND FITNESS PROGRAMS FOR YOUTH. 4,000

GRANTS PASS MUSEUM OF ART

PO BOX 966
GRANTS PASS,OR97526 		N/A PC TOWARD COSTS ASSOCIATED WITH REMOVING THE EXISTING KITCHEN SPACE AND CONVERTING IT INTO GALLERY SPACE. 7,500

GRANTS PASS SOBERING CENTER

PO BOX 1388
GRANTS PASS,OR97528 		N/A PC FOR LANDSCAPING IMPROVEMENTS TO PROVIDE COMMUNITY SERVICE OPPORTUNITIES FOR PERSONS MANDATED BY DRUG COURT. 3,500

HOPE EQUESTRIAN CENTER

PO BOX 396
EAGLE POINT,OR97524 		N/A PC TO PROVIDE SCHOLARSHIPS FOR RIDERS TO PARTICIPATE IN A THERAPEUTIC RIDING PROGRAM. 8,000

ILLINOIS RIVER VALLEY ARTS COUNCIL

PO BOX 522
CAVE JUNCTION,OR97523 		N/A PC IN SUPPORT OF AN ART PROGRAM FOR STUDENTS AT TWO LOCAL SCHOOLS. 5,000

ILLINOIS VALLEY FAMILY COALITION

535 E RIVER STREET
CAVE JUNCTION,OR97523 		N/A PC TOWARD GENERAL OPERATING SUPPORT. 5,000

ILLINOIS VALLEY LIVING SOLUTIONS

PO BOX 342
CAVE JUNCTION,OR97523 		N/A PC FOR COSTS TO ESTABLISH AND OPERATE A TINY HOUSE VILLAGE FOR THE HOMELESS. 10,000

ILLINOIS VALLEY WELLNESS RESOURCES

PO BOX 342
CAVE JUNCTION,OR97523 		N/A PC TOWARD AN EMERGENCY FIREWOOD AND MEDICAL SUPPORT PROGRAM. 2,500

JACKSON COUNTY SEXUAL ASSAULT RESPONSE TEAM

2305 ASHLAND ST C-418
ASHLAND,OR97520 		N/A PC IN SUPPORT OF A K-12 SEXUAL VIOLENCE PREVENTION PROGRAM IN LOCAL SCHOOLS. 15,000

KLAMATH BIRD OBSERVATORY

PO BOX 758
ASHLAND,OR97520 		N/A PC IN SUPPORT OF A BILINGUAL EDUCATIONAL OUTREACH PROGRAM. 5,000

LA CLINICA DEL VALLE

931 CHEVY WAY
MEDFORD,OR97504 		N/A PC IN SUPPORT OF EXPANDING A VARIETY OF URGENT CARE SERVICES FOR UNDERSERVED RESIDENTS. 25,000

LIVING OPPORTUNITIES

PO BOX 1105
MEDFORD,OR97501 		N/A PC TOWARD THE PURCHASE OF FIVE VEHICLES TO TRANSPORT PERSONS WITH DISABILITIES. 15,000

MASLOW PROJECT

PO BOX 999
MEDFORD,OR97501 		N/A PC IN SUPPORT OF STAFFING FOR THE RESIDENTS LIVING IN THE PERMANENT SUPPORTIVE HOUSING. 15,000

MULTICULTURAL ASSOCIATION OF SOUTHERN OREGON

PO BOX 67
MEDFORD,OR97501 		N/A PC IN SUPPORT OF AN OVERNIGHT CAMP FOR 11-14 YR. OLDS PROVIDING A NATIVE AMERICAN CURRICULUM. 5,000

NORTH MEDFORD HIGH SCHOOL

1900 N KEENE WAY DRIVE
MEDFORD,OR97504 		N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 19,500

OPTIONS FOR HELPING RESIDENTS OF ASHLAND

PO BOX 1133
ASHLAND,OR97520 		N/A PC TOWARD THE RENOVATION OF A LOCAL MOTEL INTO A SHELTER AND RESOURCE CENTER FOR UNHOUSED AND ECONOMICALLY STRESSED INDIVIDUALS. 25,000

OREGON NONPROFIT LEADERS CONFERENCE NONPROFIT ASSOC OF OREGON

5100 SW MACADAM AVE STE 36
PORTLAND,OR97239 		N/A PC SPONSORSHIP FOR SPRING 2023 CONFERENCE. 1,500

OREGON SHAKESPEARE FESTIVAL ASSOCIATION

15 S PIONEER STREET
ASHLAND,OR97520 		N/A PC TOWARD GENERAL OPERATING SUPPORT. 25,000

PACIFICA A GARDEN IN THE SISKIYOUS

PO BOX 1
WILLIAMS,OR97544 		N/A PC TOWARD THE CREATION OF A NEW NATURAL, EXPANDED PLAYGROUND AREA. 3,250

PEACE HOUSE

PO BOX 524
ASHLAND,OR97520 		N/A PC IN SUPPORT OF A WEEKLY COMMUNITY MEAL FEEDING THE HUNGRY IN ASHLAND. 5,000

PHOENIX HIGH SCHOOL

PO BOX 697
PHOENIX,OR97535 		N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 9,000

PHOENIX-TALENT SCHOOL DISTRICT

PO BOX 698
PHOENIX,OR97535 		N/A GOV IN SUPPORT OF A SUMMER RESIDENTIAL PROGRAM AT SOU FOR LANINX YOUTH. 12,000

PROSPECT HIGH SCHOOL

PO BOX 40
PROSPECT,OR97536 		N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 1,000

PROVIDENCE COMMUNITY HEALTH FOUNDATION

940 ROYAL AVE STE 410
MEDFORD,OR97504 		N/A PC TO PURCHASE BASIC ITEMS NEEDED FOR BEHAVIORAL HEALTH PATIENTS TO MAINTAIN FOLLOW-UP CARE. 10,000

RECLAIMING LIVES

228 E MAIN STREET STE H
MEDFORD,OR97501 		N/A PC TOWARD RENOVATION COSTS AND TO PURCHASE CHAIRS FOR A SPACE PROVIDING COUNSELING AND PEER SUPPORT SERVICES. 5,000

ROGUE COMMUNITY COLLEGE FOUNDATION

3345 REDWOOD HWY
GRANTS PASS,OR97527 		N/A PC FOR JACKSON & JOSEPHINE COUNTY STUDENT SCHOLARSHIPS. 25,000

ROGUE COMMUNITY HEALTH

1000 E MAIN STREET
MEDFORD,OR97504 		N/A PC IN SUPPORT OF A CHILDREN'S DENTAL HEALTH PROGRAM FOR RESTORATIVE CARE. 18,000

ROGUE FARM CORPS

PO BOX 86024
PORTLAND,OR97286 		N/A PC IN SUPPORT OF A SUSTAINABLE AGRICULTURE TRAINING PROGRAM FOR 5 INDIVIDUALS. 5,000

ROGUE GALLERY & ART CENTER

40 S BARTLETT STREET
MEDFORD,OR97501 		N/A PC IN SUPPORT OF THE 2023 EXHIBITION SERIES AT THE CRATERIAN THEATER. 7,800

ROGUE RETREAT

711 E MAIN ST 25
MEDFORD,OR97504 		N/A PC TOWARD BOARD DEVELOPMENT. 5,000

ROGUE RIVER HIGH SCHOOL

PO BOX 1045
ROGUE RIVER,OR97537 		N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 3,500

ROGUE THEATER COMPANY

500 IOWA STREET
ASHLAND,OR97520 		N/A PC IN SUPPORT OF PRODUCTION COSTS FOR THE PLAY HEISENBREG. 7,500

ROGUE VALLEY COUNCIL OF GOVERNMENTS

PO BOX 3275
CENTRAL POINT,OR97502 		N/A PC TOWARD THE PURCHASE OF A CARGO VAN. 10,000

ROGUE VALLEY PEACE CHOIR

PO BOX 825
ASHLAND,OR97520 		N/A PC TOWARD GENERAL OPERATING SUPPORT. 3,000

ROGUE VALLEY SYMPHONY

33 N 1ST STREET STE1
ASHLAND,OR97520 		N/A PC IN SUPPORT OF A MUSIC EDUCATION PROGRAM IN JACKSON AND JOSEPHINE COUNTY MIDDLE AND HIGH SCHOOLS. 10,000

ROGUE VALLEY YMCA

522 W 6TH STREET
MEDFORD,OR97501 		N/A PC TOWARD THE RENOVATION OF THE NEW CHILD CARE CENTER TO INCREASE CHILDCARE SERVICES IN THE COMMUNITY. 15,000

SANCTUARY ONE

13195 UPPER APPLEGATE ROAD
JACKSONVILLE,OR97530 		N/A PC TO CREATE AN EXPANDED EDUCATION AND SERVICE LEARNING PROGRAM IN SPANISH. 5,000

SET FREE SERVICES

1032 W MAIN STREET
MEDFORD,OR97501 		N/A PC TO PROVIDE A FOOD PANTRY, HOT MEALS, CLOTHING, SHOWER SERVICES AND LAUNDRY SERVICES TO THOSE IN NEED. 10,000

SISKIYOU FIELD INSTITUTE

PO BOX 207
SELMA,OR97538 		N/A PC TOWARD THE PURCHASE OF EQUIPMENT AND FURNITURE TO EXPAND THE OUTDOOR KITCHEN INTO A COMMERCIAL KITCHEN. 10,000

SMART READING - ROGUE VALLEY

670 SUPERIOR COURT STE 109
MEDFORD,OR97504 		N/A PC TOWARD GENERAL OPERATING SUPPORT. 6,000

SOUTH MEDFORD HIGH SCHOOL

1551 CUNNINGHAM LANE
MEDFORD,OR97501 		N/A GOV STUDENT COLLEGE SCHOLARSHIPS. 20,500

SOUTHERN OREGON ASPIRE

1465-B NE 7TH STREET
GRANTS PASS,OR97526 		N/A PC TOWARD REPLACING THE ROOF AT AN INDEPENDENT LIVING CENTER APARTMENT COMPLEX. 10,000

SOUTHERN OREGON FRIENDS OF HOSPICE

217 S MODOC AVENUE
ASHLAND,OR97520 		N/A PC TOWARD REFINISHING THE FLOORS AT CELIA'S HOUSE HOSPICE CENTER. 5,000

SOUTHERN OREGON GUILD

PO BOX 1596
CAVE JUNCTION,OR97523 		N/A PC TOWARD GENERAL OPERATING SUPPORT. 5,000

SOUTHERN OREGON JOBS WITH JUSTICE

258 A STREET 1-220
ASHLAND,OR97520 		N/A PC TO EXPAND A COMMUNITY OUTREACH PROGRAM PROVIDING A WARMING CENTER AND DAILY MEALS. 5,000

SOUTHERN OREGON LAND CONSERVANCY

PO BOX 954
ASHLAND,OR97520 		N/A PC GENERAL OPERATING SUPPORT. 10,000

SOUTHERN OREGON PUBLIC BROADCASTING

28 S FIR ST
MEDFORD,OR97501 		N/A PC IN SUPPORT OF A PROGRAM THAT HIGHLIGHTS ORGANIZATIONS MAKING A DIFFERENCE IN SOUTHERN OREGON. 10,000

ST VINCENT DE PAUL SOCIETY - MEDFORD

PO BOX 1663
MEDFORD,OR97501 		N/A PC TO PROVIDE EMERGENCY UTILITY ASSISTANCE TO LOCAL FAMILIES. 20,000

THE ALS ASSOCIATION

825 NE MULTNOMAH STREET STE940
PORTLAND,OR97232 		N/A PC TO PROVIDE A VARIETY OF SUPPORT SERVICES TO PEOPLE IN SOUTHERN OREGON LIVING WITH ALS. 7,000

THE HEARTH

PO BOX 441
ASHLAND,OR97520 		N/A PC IN SUPPORT OF CAREGIVER RETREATS, WORKSHOPS, AND TRAININGS. 2,500

THREE RIVERS COMMUNITY ORCHESTRA

5822 NEW HOPE ROAD
GRANTS PASS,OR97527 		N/A PC IN SUPPORT OF PROVIDING THREE COMMUNITY CONCERTS IN 2023. 2,500

UNITED WAY OF JACKSON COUNTY

60 HAWTHORNE STREET
MEDFORD,OR97504 		N/A PC TOWARD GENERAL OPERATING SUPPORT. 25,000

ARMADILLO TECHNICAL INSTITUTE

PO BOX 1560
PHOENIX,OR97535 		N/A PC IN SUPPORT OF THE STUDENT SELF-CARE CENTER EXPANSION. 16,000

ASHLAND NEW PLAYS FESTIVAL

PO BOX 3314
ASHLAND,OR97520 		N/A PC IN SUPPORT OF THE 2022 ASHLAND NEW PLAYS FALL FESTIVAL. 7,000

CARE FOUNDATION

PO BOX 1870
MERRIFIELD,VA22116 		N/A PC AN UNSOLICITED GRANT MADE IN THE NAME OF HELEN BUNDY CARPENTER. 4,000

EQUAMORE FOUNDATION

4723 HWY 66
ASHLAND,OR97520 		N/A PC IN SUPPORT OF PROVIDING CARE FOR ABANDONED, ABUSED AND NEGLECTED HORSES. 7,000

FRIENDS OF THE OREGON CAVES & CHATEAU

PO BOX 2195
GRANTS PASS,OR97528 		N/A PC TOWARD THE RESTORATION OF SAMPLE FURNITURE PIECES. 10,000

HIV ALLIANCE

1195A CITY VIEW STREET
EUGENE,OR97402 		N/A PC TO PROVIDE HIV, HEPATITIS C AND SYPHILIS TESTING, AND TO PROVIDE BASIC NEEDS SUPPORT. 7,000

ILLINOIS VALLEY RURAL FIRE DISTRICT

681 CAVES HWY
CAVE JUNCTION,OR97523 		N/A GOV TOWARD THE COST OF RENTING A CRANE TO COMPLETE THE FIREFIGHTER TRAINING BUILDING. 3,000

JACKSON COUNTY COMMUNITY SERVICES CONSORTIUM

PO BOX 1087
MEDFORD,OR97501 		N/A PC IN SUPPORT OF UPDATING THE BASE (BLACK ALLIANCE SOCIAL EMPOWERMENT) WEBSITE AND CREATING A SERIES OF EDUCATIONAL VIDEOS. 5,000

JACKSON COUNTY LIBRARY SYSTEM

205 S CENTRAL AVENUE
MEDFORD,OR97501 		N/A GOV A GRANT MADE IN MEMORY OF ASV CARPENTER TOWARD THE PURCHASE OF BOOKS. 4,000

KID TIME DISCOVERY EXPERIENCE

413 W MAIN STREET
MEDFORD,OR97501 		N/A PC IN SUPPORT OF A PROGRAM TO TRAIN EARLY CHILDHOOD TEACHERS. 10,000

MAGDALENE HOME

PO BOX 255
MEDFORD,OR97501 		N/A PC GENERAL OPERATING SUPPORT. 3,000

MIRACLE THEATRE GROUP

425 SE 6TH AVENUE
PORTLAND,OR97214 		N/A PC IN SUPPORT OF A BILINGUAL THEATRE RESIDENCY PROGRAM. 3,000

NONPROFIT ASSOCIATION OF OREGON

4800 S MACADAM AVENUE
PORTLAND,OR97239 		N/A PC TO PROVIDE A VARIETY OF RESOURCES AND PROFESSIONAL DEVELOPMENT TO NONPROFITS IN SOUTHERN OREGON. 10,000

OREGON ALLIANCE OF INDEPENDENT COLLEGES & UNIVERSITIES

8215 SW TUALATIN SHERWOOD RD STE
200
TUALATIN,OR97062 		N/A PC TO PROVIDE SCHOLARSHIPS TO STUDENTS FROM JACKSON AND JOSEPHINE COUNTIES TO ATTEND PRIVATE COLLEGES. 7,150

PINK LEMONADE PROJECT

1207 WASHINGTON STREET STE 125
VANCOUVER,WA98660 		N/A PC TO PROVIDE FINANCIAL ASSISTANCE TO UNDERSERVED PATIENTS TO ACCESS BREAST CANCER TREATMENT. 5,000

PROJECT YOUTH PLUS

789 NE 7TH STREET
GRANTS PASS,OR97528 		N/A PC TOWARD FUNDING A NEW BUSINESS MANAGER STAFF POSITION. 12,650

ROGUE COMMUNITY COLLEGE FOUNDATION

3345 REDWOOD HWY
GRANTS PASS,OR97527 		N/A PC FOR JACKSON & JOSEPHINE COUNTY STUDENT SCHOLARSHIPS. 25,000

RONALD MCDONALD HOUSE CHARITIES

2620 N COMMERCIAL AVENUE
PORTLAND,OR97227 		N/A PC TO REDUCE BARRIERS TO CARE FOR SERIOUSLY ILL CHILDREN BY PROVIDING NO COST LODGING, MEALS AND SUPPORT SERVICES. 5,000

SCIENCE WORKS HANDS-ON MUSEUM

1500 E MAIN STREET
ASHLAND,OR97520 		N/A PC TO PROVIDE FIELD TRIPS TO THE MUSEUM FOR ALL STUDENTS IN TITLE 1 SCHOOLS. 15,000

SISKIYOU SINGERS

PO BOX 3041
ASHLAND,OR97520 		N/A PC IN SUPPORT OF THE PRODUCTION OF MOZART'S CORONATION MASS AND REGINA COELI WITH PROFESSIONAL ORCHESTRA. 5,000

SOUTHERN OREGON HISTORICAL SOCIETY

106 N CENTRAL
MEDFORD,OR97501 		N/A PC TOWARD COSTS ASSOCIATED WITH HIRING A PROFESSIONAL CURATOR OF COLLECTIONS. 7,500

SOUTHERN OREGON REPERTORY SINGERS

PO BOX 1091
ASHLAND,OR97520 		N/A PC IN SUPPORT OF PERFORMANCE COSTS FOR THE 2022-23 CONCERT SEASON. 5,000

SPARTAN BOXING

729 WELCH STREET
MEDFORD,OR97501 		N/A PC GENERAL OPERATING SUPPORT. 9,000

THE DOME SCHOOL

PO BOX 812
CAVE JUNCTION,OR97523 		N/A PC IN SUPPORT OF REPAIRS TO THE DOME SCHOOL FACILITY. 5,000

WILDLIFE IMAGES

PO BOX 36
MERLIN,OR97532 		N/A PC TOWARD THE PURCHASE OF NEW CLASSROOM TABLES FOR CAMP EEK EDUCATIONAL PROGRAMS. 6,000

YOUTH SYMPHONY OF SOUTHERN OREGON

PO BOX 4291
MEDFORD,OR97501 		N/A PC TOWARD SUPPORT FOR THE 2022-23 CONCERT SEASON. 8,500
Total .................................right arrow 3a 881,900
bApproved for future payment

APPLEGATE SISKIYOU ALLIANCE
PO BOX 114
JACKSONVILLE,OR97530 		N/A PC IN SUPPORT OF A CULTURE AND SCIENCE FESTIVAL. 5,000

ART PRESENCE ART CENTER
PO BOX 185
JACKSONVILLE,OR97530 		N/A PC TO PROVIDE MORE OPPORTUNITIES FOR THE COMMUNITY TO ENGAGE IN ART, THROUGH EVENTS AND EXHIBITS. 3,000

ASHLAND NEWS
PO BOX 640
ASHLAND,OR97520 		N/A PC TO HIRE A SUMMER INTERN TO HELP WITH PUBLICATION. 2,000

BARNSTORMERS THEATRE INC
112 NE EVELYN AVE
GRANTS PASS,OR97526 		N/A PC TOWARD THE PAINTING OF THE EXTERIOR OF THE THEATER BUILDING. 5,000

CARE FOUNDATION
PO BOX 1870
MERRIFIELD,VA22116 		N/A PC AN UNSOLICITED GRANT MADE IN THE NAME OF HELEN BUNDY CARPENTER. 4,000

CHESS FOR SUCCESS
4207 SE WOODSTOCK BLVD 271
PORTLAND,OR97206 		N/A PC TOWARD OPERATING COSTS FOR TWO AFTER-SCHOOL CHESS CLUBS. 2,000

COLLABORATIVE THEATRE PROJECT INC
555 MEDFORD CENTER
MEDFORD,OR97504 		N/A PC TOWARD GENERAL OPERATING SUPPORT. 5,000

COMPASS HOUSE
37 N IVY STREET
MEDFORD,OR97501 		N/A PC IN SUPPORT OF DEI TRAINING AND EMPLOYMENT/EDUCATION WORKSHOPS. 12,500

EQUAMORE FOUNDATION
4723 HWY 66
ASHLAND,OR97520 		N/A PC TOWARD FOOD PURCHASE TO CARE FOR HORSES. 4,000

GIRL SCOUTS OF OREGON & SW WASHINGTON
9620 SW BARBUR BLVD
PORTLAND,OR97219 		N/A PC TO INCREASE SCOUTING OPPORTUNITIES FOR GIRLS IN SOUTHERN OREGON. 5,000

HABITAT FOR HUMANITY ROGUE VALLEY
PO BOX 688
MEDFORD,OR97501 		N/A PC TOWARD THE RENOVATION AND EXPANSION OF THE HABITAT RESTORE BUILDING. 10,000

HIV ALLIANCE
1195A CITY VIEW STREET
EUGENE,OR97402 		N/A PC TO PROVIDE HIV, HEPATITIS C AND SYPHILIS TESTING, AS WELL AS INFECTIOUS DISEASE PREVENTION SERVICES. 7,000

JACKSON COUNTY LIBRARY SYSTEM
205 S CENTRAL AVENUE
MEDFORD,OR97501 		N/A GOV A GRANT MADE IN MEMORY OF ASV CARPENTER TOWARD THE PURCHASE OF BOOKS. 4,000

KXCJ-LP
PO BOX 2518
CAVE JUNCTION,OR97523 		N/A PC IN SUPPORT OF PRODUCTION COSTS FOR THE VALLEY NEWS AND VIEWS RADIO SHOW. 3,000

MAGDALENE HOME
PO BOX 255
MEDFORD,OR97501 		N/A PC GENERAL OPERATING SUPPORT. 3,000

OREGON ALLIANCE OF INDEPENDENT COLLEGES & UNIVERSITIES
8215 SW TUALATIN SHERWOOD RD STE
200
TUALATIN,OR97062 		N/A PC TO PROVIDE SCHOLARSHIPS TO STUDENTS FROM JACKSON AND JOSEPHINE COUNTIES TO ATTEND PRIVATE COLLEGES AND UNIVERSITIES. 7,150

OREGON LIONS SIGHT & HEARING FOUNDATION
1010 NW 22ND AVE N144
PORTLAND,OR97210 		N/A PC IN SUPPORT OF A VISION SCREENING PROGRAM IN LOCAL ELEMENTARY SCHOOLS. 7,500

POLLINATOR PROJECT ROGUE VALLEY
PO BOX 242
PHOENIX,OR97535 		N/A PC IN SUPPORT OF A PART-TIME COORDINATOR FOR THE POLLINATOR PALS SCHOOL. 3,000

PROJECT YOUTH PLUS
789 NE 7TH STREET
GRANTS PASS,OR97528 		N/A PC TOWARD FUNDING THE BUSINESS MANAGER STAFF POSITION. 14,650

PROSPECT COMMUNITY CLUB
PO BOX 37
PROSPECT,OR97536 		N/A PC TO REPLACE THE PORCH ON THE COMMUNITY CENTER. 5,000

ROGUE VALLEY HUMANE SOCIETY
PO BOX 951
GRANTS PASS,OR97528 		N/A PC TO PROVIDE SCHOLARSHIPS FOR CHILDREN TO ATTEND AN INTERACTIVE CAMP. 3,000

ROOTS & WINGS CHILD DEVELOPMENT
3703 INTERNATIONAL WAY
MEDFORD,OR97504 		N/A PC TO PROVIDE SCHOLARSHIPS FOR LOW-INCOME CHILDREN TO ATTEND THE PRESCHOOL. 3,000

RUSK RANCH NATURE CENTER
PO BOX 872
CAVE JUNCTION,OR97523 		N/A PC TO IMPROVE THE FRONTAGE SIGNAGE, FINISH THE FENCING, AND PLACE A KIOSK SIGN. 2,500

SCIENCE WORKS HANDS-ON MUSEUM
1500 E MAIN STREET
ASHLAND,OR97520 		N/A PC TO PROVIDE FIELD TRIPS TO THE MUSEUM FOR ALL STUDENTS IN TITLE 1 SCHOOLS. 15,000

SOUTHERN OREGON REPERTORY SINGERS
PO BOX 1091
ASHLAND,OR97520 		N/A PC IN SUPPORT OF PERFORMANCE COSTS FOR THE 2023-24 CONCERT SEASON. 5,000

SOUTHERN OREGON UNIVERSITY FOUNDATION
1250 SISKIYOU BLVD
ASHLAND,OR97520 		N/A PC IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. 25,000

SPARTAN BOXING
729 WELCH STREET
MEDFORD,OR97501 		N/A PC GENERAL OPERATING SUPPORT. 10,000

THE STREET DOG PROJECT
PO BOX 642
TALENT,OR97540 		N/A PC TO PROVIDE NO COST SPAY AND NEUTER SERVICES TO PERSON WITH NO/LOW INCOME. 3,000

WILDLIFE IMAGES
PO BOX 36
MERLIN,OR97532 		N/A PC TOWARD THE PURCHASE AND INSTALLATION OF A VIRTUAL, GPS TRACKER APP FOR VISITORS. 6,000

YOUTH SYMPHONY OF SOUTHERN OREGON
PO BOX 4291
MEDFORD,OR97501 		N/A PC TOWARD SUPPORT FOR THE 2023-24 CONCERT SEASON. 8,500
Total ................................. right arrow 3b 192,800
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-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 6,390  
4 Dividends and interest from securities ....     14 771,520  
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 ............ 		    18 615,321  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aUBI FROM PARTNERSHIPS 		900099 5,533      
bNET LOSS FROM OTHER INVESTMENTS 900099   14 -31,410  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 5,533 1,361,821 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,367,354
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2022)
Form 990-PF (2022)
Page 13
Part XVI
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
THE CARPENTER FOUNDATION
EIN:
93-0491360
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2 11,860 5,930   5,930

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

TY 2022 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    
CABINETS 1997-11-19 292 292 SL 5.000000000000 0 0    
2 FILE CABINETS 2000-12-01 300 300 SL 10.000000000000 0 0    
POSTAGE SCALE 2001-03-01 63 63 SL 5.000000000000 0 0    
GRANTWRITING SOFTWARE 2001-04-01 5,830 5,830 SL 5.000000000000 0 0    
CONFERENCE TABLE 2013-09-30 3,514 3,514 SL 7.000000000000 0 0    
COPIER - KONICA 2017-04-06 5,225 5,225 SL 5.000000000000 0 0    
CONFERENCE TABLE 2018-12-18 2,130 1,064 SL 7.000000000000 304 0    
TOUCHPOINT NETWORK 2023-01-30 1,685   SL 5.000000000000 140 0    
FOUNDANT TECHNOLOGY 2023-02-15 8,500   SL 2.000000000000 1,771 0    

TY 2022 InvestmentsCorpStockSchedule
Name:
THE CARPENTER FOUNDATION
EIN:
93-0491360
Name of Stock End of Year Book Value End of Year Fair Market Value
COHEN & STEERS PREFERRED SEC & INC FUND 2,211,512 1,860,217
CRM SMALL/MID CAP VALUE FUND 1,055,516 916,256
DODGE & COX INTERNATIONAL STOCK FUND 2,199,968 2,563,829
DODGE & COX STOCK FUND 1,008,770 1,524,572
JPMORGAN LARGE CAP GROWTH FUND - I 1,592,343 1,500,687
PIMCO TOTAL RETURN FUND 2,927,407 2,370,150
T. ROWE PRICE GLOBAL MULTI-SECTOR BOND FUND 2,075,089 1,792,716
VANGUARD 500 INDEX FUND ADMIRAL SHARES 653,231 1,495,237
VANGUARD EMERGING MARKETS SELECT STOCK FUND 974,765 1,130,849
VANGUARD EXTENDED MARKET INDEX 347,613 767,137
VANGUARD TOTAL INTERNATIONAL STOCK INDEX ADMIRAL 2,181,992 2,519,670

TY 2022 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 157,834 121,135
NORTHGATE PRIVATE EQUITIES AT COST 19,096 16,200
NORTHGATE PRIVATE EQUITIES II AT COST 59,316 24,100
NORTHGATE PRIVATE EQUITIES III AT COST 83,587 35,244
NORTHGATE V AT COST 290,508 368,629
NORTHGATE VENTURE II AT COST 128,942 169,605
NORTHGATE VENTURE III AT COST 111,171 150,221
NORTHGATE VENTURE VII AT COST 586,399 835,489

TY 2022 LandEtcSchedule2
Name:
THE CARPENTER FOUNDATION
EIN:
93-0491360
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
TELEPHONE SYSTEM 2,655 2,655 0  
CABINETS 292 292 0  
2 FILE CABINETS 300 300 0  
POSTAGE SCALE 63 63 0  
GRANTWRITING SOFTWARE 5,830 5,830 0  
CONFERENCE TABLE 3,514 3,514 0  
COPIER - KONICA 5,225 5,225 0  
CONFERENCE TABLE 2,130 1,368 762  
TOUCHPOINT NETWORK 1,685 140 1,545  
FOUNDANT TECHNOLOGY 8,500 1,771 6,729  


TY 2022 LegalFeesSchedule
Name:
THE CARPENTER FOUNDATION
EIN:
93-0491360
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 1,208 604   604


TY 2022 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 3,780 3,780 3,780


TY 2022 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 2,808 1,404   1,404
OFFICE EXPENSES 13,592 6,796   6,796
INSURANCE 5,114 1,023   4,091
DUES AND SUBSCRIPTIONS 2,505 1,253   1,252
ANNUAL REPORT 1,420 710   710
MISCELLANEOUS 2,836 1,418   1,418
DEFERRED TAX EXPENSE -900 0   0
STATE INCOME TAX -294 0   0


TY 2022 OtherIncomeSchedule2
Name:
THE CARPENTER FOUNDATION
EIN:
93-0491360
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
UBI FROM PARTNERSHIPS 5,533   5,533
NET LOSS FROM OTHER INVESTMENTS -31,410 -31,410 -31,410


TY 2022 OtherLiabilitiesSchedule
Name:
THE CARPENTER FOUNDATION
EIN:
93-0491360
Description Beginning of Year - Book Value End of Year - Book Value
ACCRUED EXPENSES 4,746 6,107
DEFERRED EXCISE TAXES 21,700 20,800
EXCISE TAX PAYABLE 3,773 112


TY 2022 OtherProfessionalFeesSchedule
Name:
THE CARPENTER FOUNDATION
EIN:
93-0491360
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 20,941 20,941   0


TY 2022 TaxesSchedule
Name:
THE CARPENTER FOUNDATION
EIN:
93-0491360
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OREGON CT-12 2,844 0   2,256
PROVISION FOR EXCISE TAXES 31,229 0   0