Civic Intelligence

The Carpenter Foundation

990PF • Fiscal year 2014 • EIN 93-0491360

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 13, 2015

824 East Main St No 10297504

(541) 772-5851

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

51st percentile

0.19x

Higher debt load relative to revenue than 51% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

22nd percentile

$39,251

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2014 filings • $10M-$25M nonprofits • Source year 2014

Asset Growth

42nd percentile

1.2%

Faster asset growth than 42% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

35th percentile

-0.4%

Faster revenue growth than 35% of similar nonprofits.

2014 filings • $10M-$25M nonprofits • Annualized from 2013 to 2014

Assets

Up

$16,112,287

Up $194,230 (+1.2%) from 2013

Net Assets

$15,884,807

No earlier filing loaded for comparison.

Liabilities

Up

$227,480

Up $29,480 (+15%) from 2013

Revenue

Down

$1,169,287

Down $4,495 (-0.4%) from 2013

Expenses

Up

$1,004,537

Up $27,143 (+2.8%) from 2013

Net Income

Down

$164,750

Down $31,638 (-16%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $16,374,530Liabilities 2011: $119,0102011Assets 2012: $15,647,860Liabilities 2012: $124,1912012Assets 2013: $15,918,057Liabilities 2013: $198,0002013Assets 2014: $16,112,287Liabilities 2014: $227,480Net Assets 2014: $15,884,8072014Assets 2015: $16,785,222Liabilities 2015: $250,795Net Assets 2015: $16,534,4272015Assets 2016: $17,623,844Liabilities 2016: $167,220Net Assets 2016: $17,456,6242016Assets 2017: $17,344,321Liabilities 2017: $137,582Net Assets 2017: $17,206,7392017Assets 2018: $17,023,269Liabilities 2018: $243,514Net Assets 2018: $16,779,7552018Assets 2019: $16,980,123Liabilities 2019: $221,237Net Assets 2019: $16,758,8862019Assets 2020: $16,593,428Liabilities 2020: $260,658Net Assets 2020: $16,332,7702020Assets 2021: $18,113,088Liabilities 2021: $331,463Net Assets 2021: $17,781,6252021Assets 2022: $18,791,579Liabilities 2022: $235,019Net Assets 2022: $18,556,5602022Assets 2023: $18,955,238Liabilities 2023: $219,819Net Assets 2023: $18,735,4192023Assets 2024: $18,649,940Liabilities 2024: $296,953Net Assets 2024: $18,352,9872024Assets 2025: $18,558,346Liabilities 2025: $379,555Net Assets 2025: $18,178,7912025

Highlighted filing

2014

Assets$16,112,287
Liabilities$227,480
Net Assets$15,884,807

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $259,058Expenses 2011: $864,106Net Income 2011: -$605,0482011Revenue 2012: $212,424Expenses 2012: $944,275Net Income 2012: -$731,8512012Revenue 2013: $1,173,782Expenses 2013: $977,394Net Income 2013: $196,3882013Revenue 2014: $1,169,287Expenses 2014: $1,004,537Net Income 2014: $164,7502014Revenue 2015: $1,638,784Expenses 2015: $989,164Net Income 2015: $649,6202015Revenue 2016: $1,931,668Expenses 2016: $1,057,546Net Income 2016: $874,1222016Revenue 2017: $772,015Expenses 2017: $1,050,369Net Income 2017: -$278,3542017Revenue 2018: $614,676Expenses 2018: $1,041,660Net Income 2018: -$426,9842018Revenue 2019: $1,003,957Expenses 2019: $1,024,826Net Income 2019: -$20,8692019Revenue 2020: $592,935Expenses 2020: $1,020,095Net Income 2020: -$427,1602020Revenue 2021: $2,523,290Expenses 2021: $1,081,494Net Income 2021: $1,441,7962021Revenue 2022: $1,677,416Expenses 2022: $902,481Net Income 2022: $774,9352022Revenue 2023: $1,367,354Expenses 2023: $1,188,495Net Income 2023: $178,8592023Revenue 2024: $920,491Expenses 2024: $1,302,923Net Income 2024: -$382,4322024Revenue 2025: $1,149,641Expenses 2025: $1,323,837Net Income 2025: -$174,1962025

Highlighted filing

2014

Revenue$1,169,287
Expenses$1,004,537
Net Income$164,750
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 13, 2015
Return Version
2013v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EMILY MOSTUETrustee/PresidentPT$38,108$1,143$39,251
KAREN C ALLANTrustee/VP & Sec-$0--
WILLIAM MOFFATTrustee/Treasurer/Investment ManagerPT$0--
SUE NAUMESFamily Trustee-$0--
DAN THORNDIKEFamily Trustee-$0--
MARK SCHIVELEYPublic Trustee-$0--
MINDY FERRISPublic Trustee-$0--
LINDA HUGLEPublic Trustee-$0--
SARA HOPKINS-POWELLPublic Trustee-$0--
Filing and Contact Details

Filer

EIN
93-0491360
Phone
5417725851

Signing Officer

Name
Emily Mostue
Title
President
Phone
5417725851
Signed
2015-01-13
Discuss with paid preparer
Yes

Preparer

Preparer
Dennis C Johnson
Phone
5032270581
Raw XML AppendixShowing 400 of 1,335 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt015765
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt07883
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt07882
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt012602308
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt014426647
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02581851
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1889144
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0LIMITED PARTNERSHIP INTERESTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1OTHER EQUITY SECURITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt05023159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1423675
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0724780
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0164750
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01066911
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt014790
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt014790
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt072906
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt021610
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt094516
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt012650
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt021324
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-54606
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-52084
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt011725
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt011039
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03672
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0862927
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01004537
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01166765
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0151588
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt099854
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0293198
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt03325903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0496568
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0496568
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SALES OF SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0496568
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0164750
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt015884807
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt015720057
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt015884807
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0916493
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0916493
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0916493
IRS990PF/DistributableAmountGrp/IncomeTaxAmt0103
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0937934
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt021338
IRS990PF/DistributableAmountGrp/TotalTaxAmt021441
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt014300
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt05586
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012624
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt021338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt05586
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt021338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt021338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt026924
IRS990PF/FMVAssetsEOYAmt019912465
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0142706
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt015314
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt015314
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt011211712
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012602308
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IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0177100
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0179100
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt015301
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt019437
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt01598
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt04136
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt048380
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt019581
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt83.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0EMILY MOSTUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KAREN C ALLAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2WILLIAM MOFFAT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SUE NAUMES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4DAN THORNDIKE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MARK SCHIVELEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6MINDY FERRIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7LINDA HUGLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8SARA HOPKINS-POWELL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE/PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE/VP & SEC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE/TREASURER/INVESTMENT MANAGER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3FAMILY TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4FAMILY TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5PUBLIC TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6PUBLIC TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7PUBLIC TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8PUBLIC TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine13824 E MAIN STREET SUITE 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine14824 E MAIN STREET SUITE 102
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine16824 E MAIN STREET SUITE 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine17824 E MAIN STREET SUITE 102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine18824 E MAIN STREET SUITE 102
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City5MEDFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City6MEDFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City7MEDFORD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City8MEDFORD
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.045109
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.054106
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt010669
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt017355533
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt016836509
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt017193422
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt015957050
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt015905091
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0862927
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.251375
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0862927
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0862927
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0862927
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0THE CARPENTER FOUNDATION
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10824 E MAIN STREET SUITE 102
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0MEDFORD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode097504
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05417725851
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd01
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.CARPENTER-FOUNDATION.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATIONS 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.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE CARPENTER FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05417725732
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine10824 EAST MAIN ST NO 102
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/City0MEDFORD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/State0OR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCode097504
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRANT 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.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0GRANT APPLICATION DEADLINES ARE SET QUARTERLY. PLEASE CALL (541)772-5732 FOR DEADLINE DATES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt23000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt41987
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt614400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt810000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt922000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt101100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt113000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt127000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt138000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt145500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt157500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt166000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt178000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1820000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt203500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt211520
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2216500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt235000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt245000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt255000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2612000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt271000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt284600
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt293000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt305000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt314000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt323000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt333000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt346000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt354000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt366000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt373000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3815000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt396000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt415000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt424000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt436000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt443000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt453000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4610000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt471500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt487000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt495000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt501500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt512000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5321500

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.6$0.38$18.2$1.15$1.32$0.17
2024Detailed filing. Detailed filing data is available for this year.$18.6$0.30$18.4$0.92$1.30$0.38
2023Detailed filing. Detailed filing data is available for this year.$19.0$0.22$18.7$1.37$1.19$0.18
2022Detailed filing. Detailed filing data is available for this year.$18.8$0.24$18.6$1.68$0.90$0.77
2021Detailed filing. Detailed filing data is available for this year.$18.1$0.33$17.8$2.52$1.08$1.44
2020Detailed filing. Detailed filing data is available for this year.$16.6$0.26$16.3$0.59$1.02$0.43
2019Detailed filing. Detailed filing data is available for this year.$17.0$0.22$16.8$1.00$1.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$17.0$0.24$16.8$0.61$1.04$0.43
2017Detailed filing. Detailed filing data is available for this year.$17.3$0.14$17.2$0.77$1.05$0.28
2016Detailed filing. Detailed filing data is available for this year.$17.6$0.17$17.5$1.93$1.06$0.87
2015Detailed filing. Detailed filing data is available for this year.$16.8$0.25$16.5$1.64$0.99$0.65
2014Detailed filing. Detailed filing data is available for this year.$16.1$0.23$15.9$1.17$1.00$0.16
2013Summary only. Only limited summary data is available for this year.$15.9$0.20$1.17$0.98$0.20
2012Summary only. Only limited summary data is available for this year.$15.6$0.12$0.21$0.94$0.73
2011Summary only. Only limited summary data is available for this year.$16.4$0.12$0.26$0.86$0.61