Private foundation · Medford, OR
The Carpenter Foundation
Typical grant size
$4K – $5K – $10K
25th · median · 75th percentile
Unique recipients
201
Repeat grantees
123
funded 2+ years
Application procedures · from 2024 990-PF
DeadlinesGRANT APPLICATION DEADLINES ARE SET QUARTERLY. PLEASE CALL (541)772-5732 FOR DEADLINE DATES.
ContactTHE CARPENTER FOUNDATION · 5417725732
MaterialsAPPLICATIONS 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.
RestrictionsGRANT 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.
Leadership · from 2024 990-PF
Emily Mostue
TRUSTEE/PRESIDENT
$52K
Karen C Allan
TRUSTEE/VP & SEC
Dan Thorndike
TRUSTEE/TREASURER/INVESTMENT ADVISOR
Sue Naumes
FAMILY TRUSTEE
Deborah Ameen
PUBLIC TRUSTEE
Steve Boyarsky
PUBLIC TRUSTEE
Bruce Van Zee
PUBLIC TRUSTEE
Amy Cuddy
PUBLIC TRUSTEE
Susan Cohen
PUBLIC TRUSTEE
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
Source: IRS Form 990-PF, Part VII. Officers, directors, and trustees as reported by the foundation.
Payout rate · TY 2024
5.1%
grants paid ÷ assets · ~5% IRS minimum
'17
'18
'19
'20
'21
'22
'23
'24
1,168
Total grants awarded
$9.2M
Total amount
$8K
Average grant
$30K
Largest grant
Giving by year
Top recipients
Recipient names are as reported on the 990-PF. ✓ Exact match = EIN matched to IRS records by exact name + state; ≈ likely match = EIN inferred from a closely similar name. The recipient EIN is never stated on the form — it is DoubleNine’s match.
Recent grants · most recent filings first
Source: IRS Form 990-PF, Part XV. Up to 50 most recent grants shown.