Carpenter Foundation
- Assets
- $19.0m
- Revenue
- $1.4m
- Investments
- $18.7m
- Employees
- 0
- Location
- Medford, OR
- Founding
- 11/1960
- Data as of
- 06/2023
- EIN
- 93-0491360
Organization Overview
Carpenter Foundation is located in Medford, OR. The organization was established in 1960. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Carpenter Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2023, Carpenter Foundation generated $1.4m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (4.8%) each year. All expenses for the organization totaled $1.2m during the year ending 06/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Carpenter Foundation has awarded 950 individual grants totaling $7,281,959. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Amy Cuddy Public Trustee | 3 | $0 | |
Emily Mostue Trustee/president | 12 | $48,204 | |
Karen C Allan Trustee/vp & Sec | 3 | $0 | |
Dan Thorndike Trustee/treasurer/investment Advisor | 5 | $0 | |
Sue Naumes Family Trustee | 3 | $0 | |
Susan Cohen Public Trustee | 3 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $6,390 |
| Dividends & Interest | $771,520 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $615,321 |
| Capital Gain Net Income | $615,321 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$25,877 |
| Total Revenue | $1,367,354 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $49,565 |
| Other employee salaries and wages | $117,983 |
| Pension plans, employee benefits | $37,808 |
| Interest | $0 |
| Taxes | $34,073 |
| Depreciation | $1,861 |
| Occupancy | $16,215 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $27,081 |
| Total operating and administrative expenses | $318,595 |
| Contributions, gifts, grants paid | $869,900 |
| Total expenses and disbursements | $1,188,495 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $271,357 |
| Savings and temporary cash investments | $5,654 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,436,853 |
| Net Land, buildings, and equipment | $9,388 |
| Other assets | $3,780 |
| Total assets | $18,955,238 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $192,800 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $27,019 |
| Total liabilities | $219,819 |
Grants Awarded
Over the last fiscal year, Carpenter Foundation has awarded $1,074,700 in support to 126 organizations.
| Grant Recipient | Amount |
|---|---|
1ST PHOENIX COMMUNITY CENTER PURPOSE: TOWARD THE PURCHASE OF FOOD TO BE DISTRIBUTED THROUGH THE FOOD BANK. | $6,000 |
ACCESS INC PURPOSE: IN SUPPORT OF A PROGRAM BRINGING A MOBILE FOOD PANTRY TRUCK TO FAMILIES IN JACKSON COUNTY. | $15,000 |
ANIMA MUNDI PRODUCTIONS PURPOSE: IN SUPPORT OF A SERIES OF CONCERTS COMBINED WITH FREE YOUTH AND ADULT ORIENTED COMMUNITY EVENTS. | $5,000 |
APPLEGATE PARTNERSHIP PURPOSE: IN SUPPORT OF A HANDS-ON ENVIRONMENTAL EDUCATION PROGRAM FOR STUDENTS. | $4,000 |
ASHLAND FOLK COLLECTIVE PURPOSE: IN SUPPORT OF COSTS ASSOCIATED WITH A NEW OPERATIONS MANAGER STAFF POSITION. | $2,000 |
ASHLAND HIGH SCHOOL PURPOSE: STUDENT COLLEGE SCHOLARSHIPS. | $12,500 |