Carpenter Foundation
- Assets
- $0.0
- Revenue
- $592.9k
- Investments
- $16.5m
- Employees
- 0
- Location
- Medford, OR
- Founding
- 11/1960
- Data as of
- 06/2020
- 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 06/2020, Carpenter Foundation generated $592.9k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (21.0%) each year. All expenses for the organization totaled $1.0m during the year ending 06/2020. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Carpenter Foundation has awarded 952 individual grants totaling $7,151,609. 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 |
|---|---|---|---|
Emily Mostue Trustee/president | 12 | $45,359 | |
Amy Cuddy Public Trustee | 3 | $0 | |
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 | $7 |
| Dividends & Interest | $1,122,817 |
| Profit on Inventory Sales | $0 |
| Other Income | -$56,444 |
| Total Revenue | $592,935 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $44,363 |
| Pension plans, employee benefits | $31,106 |
| Depreciation | $1,851 |
| Occupancy | $13,890 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Total operating and administrative expenses | $268,395 |
| Contributions, gifts, grants paid | $751,700 |
| Total expenses and disbursements | $1,020,095 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $64,995 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,654,749 |
| Other assets | $3,780 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $31,358 |
Grants Awarded
Over the last fiscal year, Carpenter Foundation has awarded $879,700 in support to 101 organizations.
| Grant Recipient | Amount |
|---|---|
Ashland, OR PURPOSE: IN SUPPORT OF A VARIETY OF EDUCATIONAL PROGRAMS. | $25,000 |
BRITT FESTIVALS PURPOSE: IN SUPPORT OF THE 2022 CLASSICAL MUSIC SEASON. | $25,000 |
Grants Pass, OR PURPOSE: FOR JACKSON & JOSEPHINE COUNTY SCHOLARSHIPS. | $25,000 |
Grants Pass, OR PURPOSE: FOR JACKSON & JOSEPHINE COUNTY STUDENT SCHOLARSHIPS. | $25,000 |
Ashland, OR PURPOSE: IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. | $25,000 |
Medford, OR PURPOSE: TOWARD GENERAL OPERATING SUPPORT. | $25,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Wilburforce Foundation Seattle, WA | $159,747,435 | $25,133,506 |
Mimi And Peter Haas Fund San Francisco, CA | $0 | $22,825,724 |
William K Bowes Jr Foundation San Francisco, CA | $0 | $15,233,813 |
Collins Foundation Portland, OR | $249,591,840 | $5,256,313 |
Walter And Elise Haas Fund San Francisco, CA | $290,773,419 | $45,613,238 |
Lisa And Douglas Goldman Fund San Francisco, CA | $314,443,125 | $25,968,602 |
Wood-Claeyssens Foundation Santa Barbara, CA | $112,450,224 | $19,490,467 |
Islands Foundation Richland, WA | $219,157,832 | $26,464,404 |
Oscar T And Olivann Hokoldfoundation Lakewood, WA | $0 | $15,898,165 |
The Saban Family Foundation Los Angeles, CA | $4,126,107 | $4,076,196 |
California Winegrowers Foundation Napa, CA | $3,681,527 | $16,676,626 |
Multi-Union Security Trust Fund Glendale, CA | $14,944,884 | $16,888,135 |