THE CARPENTER FOUNDATION

PORTLAND, OR 97204 EIN 930491360

https://WWW.CARPENTER-FOUNDATION.ORG
$19.3M Total Assets (2018)
N/A Total Giving (2018)
0 Grants on File (2018–2024)
N/A Avg Grant Size

Application Information

Accepts Unsolicited Proposals Unknown
Contact Person THE CARPENTER FOUNDATION
Phone 5417725851
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.

Financial Trends 2022 data appears limited (dashed line) because the IRS transitioned its e-filing system that year and only published 2 months of XML archives.

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2018 N/A $19.3M $615K N/A
2020 N/A $18.4M $593K N/A
2021 N/A $24.4M $2.5M N/A
2023 N/A $20.5M $1.4M N/A
2024 N/A $21.8M $920K N/A

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
EMILY MOSTUE TRUSTEE/PRESIDENT $50K
AMY CUDDY PUBLIC TRUSTEE
BRUCE VAN ZEE PUBLIC TRUSTEE
STEVE BOYARSKY PUBLIC TRUSTEE
SUSAN COHEN PUBLIC TRUSTEE
SUE NAUMES FAMILY TRUSTEE
DAN THORNDIKE TRUSTEE/TREASURER/INVESTMENT ADVISOR
KAREN C ALLAN TRUSTEE/VP & SEC
BRIAN GROSS PUBLIC TRUSTEE
TERESA SAYRE PUBLIC TRUSTEE
PAUL NICHOLSON PUBLIC TRUSTEE
WILLIAM MOFFAT TRUSTEE/TREASURER/INVESTME
LINDA HUGLE PUBLIC TRUSTEE
MARY CURTIS GRAMLEY PUBLIC TRUSTEE
LEE MURDOCH PUBLIC TRUSTEE

Grants Awarded (0 total)

RecipientLocationAmountPurposeYear