The Oregon State Capitol

Form 990-PFTax year 2024EIN 93-0491360

The Carpenter Foundation

A private foundation in Medford, OR. Its return for tax year 2024 lists 116 grants and $949,450 paid in grants.

Tax year 2024 (period ending Jun 30, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
The Carpenter Foundation
824 East Main St No 102
Medford, OR 97504
(541) 772-5732
Form and materials
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.
Deadlines
Grant application deadlines are set quarterly. Please call (541)772-5732 for deadline dates.
Restrictions
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.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $949,450

    Grants listed
    116
    Assets, end of year
    $18,558,346
  • Tax year 2023

    $905,800

    Grants listed
    101
    Assets, end of year
    $18,649,940
  • Tax year 2022

    $881,900

    Grants listed
    96
    Assets, end of year
    $18,955,238
  • Tax year 2021

    $674,900

    Grants listed
    75
    Assets, end of year
    $18,791,579
  • Tax year 2020

    $744,550

    Grants listed
    85
    Assets, end of year
    $18,113,088
  • Tax year 2019

    $715,050

    Grants listed
    100
    Assets, end of year
    $16,593,428
  • Tax year 2018

    $781,280

    Grants listed
    96
    Assets, end of year
    $16,980,123
  • Tax year 2017

    $689,100

    Grants listed
    91
    Assets, end of year
    $17,023,269

Grants paid in 2024

116 grants, largest first

As listed on the return.

  1. Oregon Shakespeare Festival AssociationAshland, OR

    In support of the 2025 osf 90th anniversary season.

    $30,000
  2. Britt FestivalsMedford, OR

    In support of the 2025 orchestra season.

    $30,000
  3. United Way of Jackson CountyMedford, OR

    Toward general operating support.

    $25,000
  4. St Vincent de Paul Society - Rogue Valley District CouncilMedford, OR

    To provide emergency utility assistance to local families.

    $22,500
  5. South Medford High SchoolMedford, OR

    Student college scholarships.

    $20,500
  6. Josephine Community Library FoundationGrants Pass, OR

    Toward the new grants pass library project costs.

    $20,000
  7. Living OpportunitiesMedford, OR

    In support of accessible office furnishings for a new headquarters building.

    $20,000
  8. Rogue RetreatMedford, OR

    Toward providing appliances, household items, and necessary repairs across the agencys sites.

    $20,000
  9. North Medford High SchoolMedford, OR

    Student college scholarships.

    $19,500
  10. Maslow ProjectMedford, OR

    In support of permanent supportive housing case management.

    $17,000
  11. Crater High SchoolCentral Point, OR

    Student college scholarships.

    $16,500
  12. Casa of Jackson County IncMedford, OR

    Toward the healthy kids initiative to enhance the health and well-being of children in foster care.

    $15,000
  13. Ontrack IncMedford, OR

    In support of emergency lodging for vulnerable people to stay while awaiting substance abuse detox or treatment.

    $15,000
  14. Civics Learning ProjectPortland, OR

    In support of expansion of the applicants programs and education supporting social studies to teachers and students.

    $15,000
  15. Jackson County Sexual Assault Response TeamAshland, OR

    In support of a k-12 sexual violence prevention program in local schools.

    $15,000
  16. Science Works Hands-On MuseumAshland, OR

    Toward the improvement of accessibility at the museum.

    $15,000
  17. Southern Oregon Child & Family CouncilCentral Point, OR

    In support of the listo family literacy program - adult education project for 100 plus latinx adults.

    $15,000
  18. Eagle Point High SchoolEagle Point, OR

    Student college scholarships.

    $13,500
  19. Ashland High SchoolAshland, OR

    Student college scholarships.

    $12,500
  20. Compass HouseMedford, OR

    In support of member skills development and cpr/aed training.

    $12,500
  21. Salvation Army Medford CorpsMedford, OR

    To support homeless individuals, families, and children in jackson county to achieve economic stability and obtain permanent housing.

    $12,000
  22. Salvation Army - Grants PassGrants Pass, OR

    To provide immediate emergency support assistance for food, clothing, utilities, and rental assistance.

    $12,000
  23. Southern Oregon Land ConservancyAshland, OR

    Toward general operating support.

    $12,000
  24. Project Youth PlusGrants Pass, OR

    In support of the agency's explore & excel summer program for vulnerable youth.

    $12,000
  25. Kids UnlimitedMedford, OR

    In support of the food for thoughtfulness project that develops culinary skills and career training.

    $10,000
  26. Siskiyou Field InstituteSelma, OR

    In support of general operating funds to manage outdoor education programs.

    $10,000
  27. Hope Equestrian CenterEagle Point, OR

    To provide scholarships for riders to participate in a therapeutic riding program.

    $10,000
  28. Set Free ServicesMedford, OR

    To support the food pantry and other support activities and services provided at the agencys basic site.

    $10,000
  29. Oregon Center for Creative LearningMedford, OR

    Toward weekly fun with food culinary classes for children and adults.

    $10,000
  30. Ashland Family YMCAAshland, OR

    Toward nutrition improvement for preschool & childcare youth.

    $10,000
  31. Family Nurturing CenterMedford, OR

    In support of the relief nursery providing a safe and nurturing environment for children.

    $10,000
  32. Access IncMedford, OR

    In support of a program bringing a mobile food pantry truck to families in jackson county.

    $10,000
  33. Boys & Girls Clubs of the Rogue ValleyGrants Pass, OR

    Toward the expansion of an education-based after-school program for local youth.

    $10,000
  34. Craterian Performances CompanyMedford, OR

    Toward general operating support.

    $10,000
  35. Grants Pass School District #7Grants Pass, OR

    In support of the early learning program expanding access to preschool and family playgroups.

    $10,000
  36. Rogue River Community CenterRogue River, OR

    Toward replacing windows at the thrift store building.

    $10,000
  37. Rogue Valley SymphonyAshland, OR

    In support of a music education program in jackson and josephine county middle and high schools.

    $10,000
  38. Southern Oregon Public BroadcastingMedford, OR

    In support of a program that highlights organizations making a difference in southern oregon.

    $10,000
  39. Phoenix High SchoolPhoenix, OR

    Student college scholarships.

    $9,000
  40. Consumer Credit Counseling Service of Southern OregonMedford, OR

    To provide no cost credit counseling and financial education.

    $9,000
  41. Youth Symphony of Southern OregonMedford, OR

    Toward support for the 2024-25 concert season.

    $8,500
  42. Ashland New Plays FestivalAshland, OR

    Toward costs to produce the annual 2024 fall festival.

    $8,000
  43. Illinois Valley Family CoalitionCave Junction, OR

    Toward general operating support.

    $8,000
  44. Smart Reading - Rogue ValleyMedford, OR

    In support of the smart reading program in southern oregon.

    $8,000
  45. St Mark's Episcopal ChurchMedford, OR

    In support of providing a diaper bag to needy or at-risk new mothers.

    $8,000
  46. Southern Oregon Film SocietyAshland, OR

    In support of a year round community theatre at ashland independent film festival.

    $8,000
  47. Spartan BoxingMedford, OR

    General operating support.

    $8,000
  48. Unique Project IncNew York, NY

    General operating support for rogue theater company's 2025 season.

    $7,500
  49. ALS NorthwestPortland, OR

    To provide support to individuals with ALS and their families.

    $7,500
  50. Butte Falls Charter SchoolButte Falls, OR

    In support of renovating the butte falls fish hatchery to establish an aquatics research laboratory.

    $7,500
  51. Anima Mundi ProductionsPhoenix, OR

    In support of a series of three community events to connect rogue valley residents with professional musicians from abroad.

    $7,500
  52. Opportunities for Housing Resources and AssistanceAshland, OR

    Toward providing meals for guests at the ohra shelter.

    $7,500
  53. Oregon Alliance of Independent Colleges & UniversitiesTualatin, OR

    To provide scholarships to students from jackson and josephine counties to attend private colleges and universities.

    $7,150
  54. Butte Falls Community School PartnershipButte Falls, OR

    In support of the landing, the learning tree preschool and the food pantry in butte falls.

    $7,000
  55. Rogue Valley MentoringMedford, OR

    In support of mentoring for jackson county youth.

    $7,000
  56. Pacifica A Garden in the SiskiyousWilliams, OR

    Toward new computer equipment.

    $7,000
  57. HIV AllianceEugene, OR

    In support of preventing and identifying new HIV, hepatitis c and syphilis infections in josephine county.

    $7,000
  58. Rogue Valley Wind EnsembleTalent, OR

    To provide mentoring support for middle school band students.

    $6,000
  59. Grants Pass Museum of ArtGrants Pass, OR

    In support of 2025 fifth grade field trips to the museum.

    $6,000
  60. Southern Oregon Historical SocietyMedford, OR

    In support of a project to preserve glass plate negatives made by pioneer peter britt.

    $6,000
  61. Wildlife Images Rehabilitation & Education CenterMerlin, OR

    Toward the purchase of fire suppression equipment.

    $6,000
  62. Asante FoundationMedford, OR

    In support of the pediatric sexual assault examiner program at asante.

    $5,000
  63. McLoughlin Middle SchoolMedford, OR

    Toward the friday food bags program to provide meals for families who experience food insecurity.

    $5,000
  64. Sanctuary OneJacksonville, OR

    To support youth field trips and service-learning programs.

    $5,000
  65. Multicultural Association of Southern OregonMedford, OR

    Toward support of the agencys day camp for kids.

    $5,000
  66. Southern Oregon Repertory SingersAshland, OR

    Toward expanding marketing to connect with the broader community.

    $5,000
  67. A Greater ApplegateJacksonville, OR

    In support of working groups to help with community resilience and livability.

    $5,000
  68. Crossing Bridges Therapeutic Riding CenterGrants Pass, OR

    Toward the purchase of an equine therapy horse.

    $5,000
  69. Friends of the Animal ShelterAshland, OR

    In support of a community spay & neuter clinic.

    $5,000
  70. Lines for LifePortland, OR

    To support the agencys program for youth mental health and to increase suicide prevention activities in jackson and josephine counties.

    $5,000
  71. Raices de BienestarBeaverton, OR

    Toward general operating support.

    $5,000
  72. Illinois Valley Wellness ResourcesCave Junction, OR

    In support of connecting older adults and disabled individuals in rural areas of the illinois valley to resources.

    $5,000
  73. Alex's StoryMedford, OR

    In support of a project to work with local schools to educate students about the dangers of fentanyl

    $5,000
  74. Providence Community Health FoundationMedford, OR

    In support of an OBGYN patient advocate program for low-income pregnant women.

    $5,000
  75. Spiral Living CenterCave Junction, OR

    In support of the illinois valley community food project.

    $5,000
  76. Southern Oregon GuildCave Junction, OR

    Toward support for the employment of the managing director.

    $5,000
  77. Cascade Community Pool CorpWhite City, OR

    Toward providing access to seniors, veterans, and low-income families to the swimming pool in white city.

    $5,000
  78. Grants Pass High SchoolGrants Pass, OR

    In support of the evergreen sports complex lighting project.

    $5,000
  79. Partnerships in Community Living IncMonmouth, OR

    Toward technology and furnishings at the agencys headquarters.

    $5,000
  80. Rogue River Watershed CouncilCentral Point, OR

    Toward the development and design of interpretive exhibits at the butte creek mill.

    $5,000
  81. Oregon Spinal Cord Injury ConnectionPortland, OR

    In support of wheelchair maintenance workshops for people with spinal cord injuries.

    $5,000
  82. Ashland Emergency Food BankAshland, OR

    In support of a program to provide breakfast/lunch to local schools.

    $5,000
  83. Girl Scouts of Oregon & SW WashingtonMedford, OR

    To increase girl scout programming for youth and training for adults in southern oregon.

    $5,000
  84. Girls BuildPortland, OR

    In support of the girls build summer camps in jackson and josephine counties.

    $5,000
  85. Klamath-Siskiyou Wildlands CenterAshland, OR

    In support of the rogue riverkeeper summer water quality monitoring program in the rogue basin.

    $5,000
  86. Peace HouseAshland, OR

    In support of a weekly community meal feeding the hungry in ashland.

    $5,000
  87. Pink Lemonade ProjectVancouver, WA

    In support of a program providing education and financial assistance to patients experiencing barriers to breast cancer treatment.

    $5,000
  88. Reclaiming LivesMedford, OR

    In support of a program focusing on empowering individuals in recovery by fostering essential life skills.

    $5,000
  89. Grants Pass Family YMCAGrants Pass, OR

    Toward an art mentor program linking the arts to the teenage population.

    $4,000
  90. The Crest at Willow-WittAshland, OR

    To support environmental education field trips to students in jackson county.

    $4,000
  91. Art Presence IncJacksonville, OR

    In support of the organization's 2024-25 education program.

    $4,000
  92. Care FoundationMerrifield, VA

    An unsolicited grant made in the name of helen bundy carpenter.

    $4,000
  93. Jackson County Library SystemMedford, OR

    A grant made in memory of asv carpenter toward the purchase of books.

    $4,000
  94. Miracle Theatre GroupPortland, OR

    Toward a bilingual and bicultural arts residency program for local schools.

    $4,000
  95. Rogue River High SchoolRogue River, OR

    Student college scholarships.

    $3,500
  96. St Vincent de Paul Society - Grants PassGrants Pass, OR

    Toward general operating support.

    $3,300
  97. The Understory InitiativeMedford, OR

    Toward operating support to help manage grants for ecological restoration.

    $3,000
  98. Make-A-Wish Foundation of Oregon IncPortland, OR

    Toward granting wishes for seriously ill children.

    $3,000
  99. Cave Junction Farmers MarketCave Junction, OR

    In support of activities for children.

    $3,000
  100. Chess for SuccessPortland, OR

    Toward operating costs for two after-school chess clubs for the 2024-25 school year.

    $3,000
  101. Freedom FarmsGold Hill, OR

    In support of post incarceration resilince development through farming.

    $3,000
  102. Trails Outdoor SchoolAshland, OR

    Toward the development of an outdoor classroom area.

    $3,000
  103. Innovation AcademyMedford, OR

    Student college scholarships.

    $3,000
  104. KXCJ-LPCave Junction, OR

    In support of local focus programming.

    $3,000
  105. Ashland Folk CollectiveAshland, OR

    In support of one free concert as part of the free music in the park series in 2025.

    $3,000
  106. Oregon Coast Youth Symphony Festival AssociationNewport, OR

    In support of a four-day music festival for high school orchestras.

    $3,000
  107. Ashland High Arts AdvocatesAshland, OR

    In support of a program matching low-income students with arts mentors.

    $3,000
  108. Ashland High SchoolAshland, OR

    Toward the construction of set walls for a new cinema & digital arts program at the school.

    $3,000
  109. Magdalene HomeMedford, OR

    In support of staff wages.

    $3,000
  110. Oregon Museum of Science & IndustryPortland, OR

    To provide financial aid to K-8TH grade students in title 1 schools for steam programming throughout jackson and josephine counties.

    $3,000
  111. Pollinator Project Rogue ValleyPhoenix, OR

    In support of additional staff, professional development and educational materials for the pollinator pals program.

    $3,000
  112. Siskiyou SingersAshland, OR

    In support of the recruitment of an orchestra to participate in two choral-orchestral works to be performed at southern oregon university.

    $3,000
  113. Three Rivers Community OrchestraRogue River, OR

    Toward a conductor stipend and venue rental funding.

    $2,500
  114. Toby Fund of Wolf CreekGrants Pass, OR

    Toward the cost of a spay/neuter program in the illinois valley for low-income pet parents.

    $2,000
  115. Barnstormers Theatre IncGrants Pass, OR

    Toward the the replacement of lighting fixtures in the theatre.

    $1,500
  116. Prospect High SchoolProspect, OR

    Student college scholarships.

    $1,000

Approved for future payment

38 grants

Approved in 2024 and not yet paid.

  1. Southern Oregon University FoundationAshland, OR

    In support of faculty development opportunities which improve teaching skills.

    $30,000
  2. Rogue Community College FoundationGrants Pass, OR

    For jackson & josephine county student scholarships.

    $25,000
  3. Jackson County Sexual Assault Response TeamAshland, OR

    In support of a survivor care program to improve services for survivors of domestic and intimate partner violence.

    $15,000
  4. Mid Rogue FoundationGrants Pass, OR

    Toward the construction of a community services building to provide support services to veterans.

    $15,000
  5. Scienceworks Hands-On MuseumAshland, OR

    Toward general operating support.

    $15,000
  6. Compass HouseMedford, OR

    Toward general operating support.

    $12,500
  7. Grants Pass School District #7Grants Pass, OR

    In support of the early learning program expanding access to preschool and family playgroups.

    $10,000
  8. Boys & Girls Clubs of the Rogue ValleyGrants Pass, OR

    Toward a kitchen remodel to serve meals to low-income youth.

    $10,000
  9. Rogue River School DistrictRogue River, OR

    In support of developing an early learning and wellness center to serve children in rural areas.

    $10,000
  10. 1st Phoenix Community CenterPhoenix, OR

    In support of the food pantry, clothing closet and community dinners programs.

    $10,000
  11. Rogue Valley Art AssociationMedford, OR

    Toward general operating support.

    $10,000
  12. Youth Symphony of Southern OregonMedford, OR

    In support of the 2025-26 concert season.

    $9,000
  13. Rebuilding Together Rogue ValleyJacksonville, OR

    In support of the safe and healthy housing program providing durable medical equipment to persons in need.

    $8,000
  14. HIV AllianceEugene, OR

    In support of evidence-based infectious disease and overdose prevention programs for at-risk individuals.

    $8,000
  15. Spartan BoxingMedford, OR

    In support of an after-school youth enrichment program.

    $8,000
  16. Oregon Alliance of Independent Colleges & UniversitiesTualatin, OR

    To provide scholarships to students from jackson and josephine counties to attend private colleges and universities.

    $7,150
  17. Ronald McDonald House Charities of Oregon and SW WashingtonBend, OR

    In support of emergency medical housing and respite for families with hospitalized children.

    $7,000
  18. Ashland Emergency Food BankAshland, OR

    In support of a home delivery program to serve vulnerable persons with the greatest food insecurity.

    $7,000
  19. Golden Rune ReentryAshland, OR

    Toward case management and peer support for persons returning from incarceration.

    $7,000
  20. Redwood Elementary SchoolGrants Pass, OR

    In support of building a new playground structure at the school.

    $5,000
  21. Wildlife Images Rehabilitation & Education CenterMerlin, OR

    In support of an education camp for youth during summer, winter and spring breaks.

    $5,000
  22. Children's Advocacy Center of Jackson CountyMedford, OR

    Toward creating a brochure for community outreach and child abuse prevention.

    $5,000
  23. Reach Out and Read NorthwestPortland, OR

    In support of the reach out and read program in jackson and josephine counties to support providers of pediatric care in granting books.

    $5,000
  24. Girl Scouts of Oregon & SW WashingtonPortland, OR

    To increase girl scout programming for youth and training for adults in southern oregon.

    $5,000
  25. Oregon Robotics Tournament & Outreach ProgramPortland, OR

    In support of expanding a robotics youth program in jackson and josephine counties.

    $5,000
  26. Oregon Trio AssociationAstoria, OR

    In support of a tech resources project to provide technological resources to low-income students.

    $5,000
  27. Parker House ProjectAshland, OR

    Toward general operating support.

    $5,000
  28. Illinois River Valley Arts CouncilCave Junction, OR

    In support of learning through art and community art outreach programs.

    $5,000
  29. Jackson County Library SystemMedford, OR

    A grant made in memory of asv carpenter toward the purchase of books.

    $4,000
  30. Care FoundationMerrifield, VA

    An unsolicited grant made in the name of helen bundy carpenter.

    $4,000
  31. Oregon Museum of Science & IndustryPortland, OR

    To provide financial aid to K-8TH grade students for steam programming throughout jackson and josephine counties.

    $4,000
  32. Peace HouseAshland, OR

    In support of a weekly community meal feeding the hungry in ashland.

    $4,000
  33. Miracle Theatre GroupPortland, OR

    Toward a bilingual arts residency program for local schools.

    $4,000
  34. Ashland NewsAshland, OR

    In support of project better prepared wildfire education series print edition to distribute to local communities.

    $4,000
  35. Pacific Crest Council Boy Scouts of AmericaEugene, OR

    Toward general operating support.

    $3,000
  36. Magdalene HomeMedford, OR

    Toward providing a safe home and support services for homeless young mothers and their babies.

    $3,000
  37. Woodland Charter SchoolGrants Pass, OR

    Toward the purchase of a cover for an outdoor play structure and a dome playground.

    $2,400
  38. Applegate Siskiyou AllianceJacksonville, OR

    Toward the acorn woman lookout artist residence program.

    $1,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Arts and culture16 grants $109,00021% of the total
  2. Education10 grants $78,15015% of the total
  3. Human services7 grants $59,00011% of the total
  4. Environment7 grants $45,0009% of the total
  5. Mental health5 grants $40,0008% of the total
  6. Youth development4 grants $39,0008% of the total
  7. 10 other causes18 grants $149,00029% of the total

By State

Grants to organizations with a US address, latest year.

  1. Oregon113 grants $932,950
  2. New York1 grant $7,500
  3. Washington1 grant $5,000
  4. Virginia1 grant $4,000

Officers, directors and trustees

8 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Emily MostueTRUSTEE/PRESIDENT Hours 30Pay $51,617
  • Karen C AllanTRUSTEE/VP & SEC Hours 3Pay $0
  • Dan ThorndikeTRUSTEE/TREASURER/INVESTMENT ADVISOR Hours 5Pay $0
  • Sue NaumesFAMILY TRUSTEE Hours 3Pay $0
  • Deborah AmeenPUBLIC TRUSTEE Hours 3Pay $0
  • Steve BoyarskyPUBLIC TRUSTEE Hours 3Pay $0
  • Bruce Van ZeePUBLIC TRUSTEE Hours 3Pay $0
  • Amy CuddyPUBLIC TRUSTEE Hours 3Pay $0

The return

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