The Carpenter Foundation

EIN 930491360 Private Foundation

Portland, OR 97204 |(541) 772-5851

https://www.carpenter-foundation.org
Total Given 2017–2024
$6.7M
834 grants · $841K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$5K
typical small grants · $4K–$10K
grant size
53%
supporter · 157/297 multi-year
repeat
$21.8M
Assets (2024)
297
Distinct Recipients

Focus Areas

Education Health Arts & Culture Environment Human Services

Application Information

Accepts Unsolicited Proposals Unknown
Contact Person THE CARPENTER FOUNDATION
Phone (541) 772-5851
Deadlines GRANT APPLICATION DEADLINES ARE SET QUARTERLY. PLEASE CALL (541)772-5732 FOR DEADLINE DATES.
How to Apply 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.
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.
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Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2017 $803K $18.9M $772K 110
2018 $905K $19.3M $615K 121
2020 $944K $18.4M $593K 128
2021 $966K $24.4M $2.5M 112
2022 $880K $20.3M $1.7M 101
2023 $1.1M $20.5M $1.4M 126
2024 $1.2M $21.8M $920K 136

Grant Size Distribution

Based on 834 grants on record

Minimum
$1K
25th Pctl
$4K
Median
$5K
Average
$8K
75th Pctl
$10K
Maximum
$30K

Geographic Distribution

Officers & Directors

Grants Awarded (834 total)

Purpose
Britt Festivals Medford, OR $30,000 IN SUPPORT OF THE 2023 ORCHESTRA SEASON. 2023
Britt Festivals Medford, OR $30,000 IN SUPPORT OF THE 2024 ORCHESTRA SEASON. 2024
Oregon Shakespeare Festival Association Ashland, OR $30,000 IN SUPPORT OF THE 2024 OSF SEASON. 2024
Oregon Shakespeare Festival Ashland, OR $25,000 IN SUPPORT OF A VARIETY OF EDUCATIONAL PROGRAMS. 2020
Rogue Community College Foundation Grants Pass, OR $25,000 FOR JACKSON & JOSEPHINE COUNTY SCHOLARSHIPS. 2020
Southern Oregon University Ashland, OR $25,000 IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. 2020
Britt Festivals Medford, OR $25,000 IN SUPPORT OF THE 2021 CLASSICAL MUSIC SEASON. 2021
Oregon Shakespeare Festival Ashland, OR $25,000 GENERAL OPERATING SUPPORT. 2021
Rogue Community College Foundation Grants Pass, OR $25,000 FOR JACKSON & JOSEPHINE COUNTY STUDENT SCHOLARSHIPS. 2021
Southern Oregon University Foundation Ashland, OR $25,000 IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. 2021
United Way of Jackson County Medford, OR $25,000 TOWARD GENERAL OPERATING SUPPORT. 2021
Oregon Shakespeare Festival Ashland, OR $25,000 IN SUPPORT OF A VARIETY OF EDUCATIONAL PROGRAMS. 2021
Rogue Community College Foundation Grants Pass, OR $25,000 FOR JACKSON & JOSEPHINE COUNTY SCHOLARSHIPS. 2021
Southern Oregon University Ashland, OR $25,000 IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. 2021
La Clinica Del Valle Medford, OR $25,000 IN SUPPORT OF EXPANDING A VARIETY OF URGENT CARE SERVICES FOR UNDERSERVED RESIDENTS. 2023
Options for Helping Residents of Ashland Ashland, OR $25,000 TOWARD THE RENOVATION OF A LOCAL MOTEL INTO A SHELTER AND RESOURCE CENTER FOR UNHOUSED AND ECONOMICALLY STRESSED INDIVIDUALS. 2023
Oregon Shakespeare Festival Association Ashland, OR $25,000 TOWARD GENERAL OPERATING SUPPORT. 2023
Rogue Community College Foundation Grants Pass, OR $25,000 FOR JACKSON & JOSEPHINE COUNTY STUDENT SCHOLARSHIPS. 2023
United Way of Jackson County Medford, OR $25,000 TOWARD GENERAL OPERATING SUPPORT. 2023
Rogue Community College Foundation Grants Pass, OR $25,000 FOR JACKSON & JOSEPHINE COUNTY STUDENT SCHOLARSHIPS. 2023
Southern Oregon University Foundation Ashland, OR $25,000 IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. 2023
Rogue Community College Foundation Grants Pass, OR $25,000 FOR JACKSON & JOSEPHINE COUNTY STUDENT SCHOLARSHIPS. 2024
Southern Oregon University Foundation Ashland, OR $25,000 IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. 2024
United Way of Jackson County Medford, OR $25,000 TOWARD GENERAL OPERATING SUPPORT. 2024
Southern Oregon University Foundation Ashland, OR $25,000 IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS. 2024

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