Private Foundation

THE CARPENTER FOUNDATION

THE CARPENTER FOUNDATION is a Private Foundation headquartered in MEDFORD, OR. Financial data from the 2025 filing: $1.1M revenue, $1.3M expenses, $18.6M total assets. IRS filings disclose 760 grants awarded by this foundation, totaling roughly $6.3M.

EIN: 930491360 MEDFORD, OR Latest filing: 2025
Total Revenue$1.1M
Total Expenses$1.3M
Total Assets$18.6M
Grants Given760
Grant Total$6.3M
Filing Years2021–2025

Sample Grants Given

OREGON SHAKESPEARE FESTIVAL ASSOCIATION
ASHLAND, OR · 2024
IN SUPPORT OF THE 2025 OSF 90TH ANNIVERSARY SEASON.
$30,000
BRITT FESTIVALS
MEDFORD, OR · 2024
IN SUPPORT OF THE 2025 ORCHESTRA SEASON.
$30,000
UNITED WAY OF JACKSON COUNTY
MEDFORD, OR · 2024
TOWARD GENERAL OPERATING SUPPORT.
$25,000
ST VINCENT DE PAUL SOCIETY - ROGUE VALLEY DISTRICT COUNCIL
MEDFORD, OR · 2024
TO PROVIDE EMERGENCY UTILITY ASSISTANCE TO LOCAL FAMILIES.
$22,500
SOUTH MEDFORD HIGH SCHOOL
MEDFORD, OR · 2024
STUDENT COLLEGE SCHOLARSHIPS.
$20,500

Showing up to 5 of 760 total records — full history available with membership.

Officers & Directors

PUBLIC TRUSTEE Amy Cuddy
PUBLIC TRUSTEE Bruce Van Zee
TRUSTEE/TREASURER/INVESTMENT ADVISOR Dan Thorndike
PUBLIC TRUSTEE Deborah Ameen
TRUSTEE/PRESIDENT Emily Mostue
TRUSTEE/VP & SEC Karen C Allan

Officer compensation and complete director data available with membership.

Top Grant Purposes

STUDENT COLLEGE SCHOLARSHIPS.
$796,000 77 grants
TOWARD GENERAL OPERATING SUPPORT.
$284,300 25 grants
GENERAL OPERATING SUPPORT.
$202,680 23 grants
IN SUPPORT OF FACULTY DEVELOPMENT OPPORTUNITIES WHICH IMPROVE TEACHING SKILLS.
$150,000 6 grants
TO PROVIDE EMERGENCY UTILITY ASSISTANCE TO LOCAL FAMILIES.
$112,500 6 grants

Financial Trends

Year Revenue Expenses Assets
2025 $1.1M $1.3M $18.6M
2024 $920K $1.3M $18.6M
2023 $1.4M $1.2M $19.0M
2022 $1.7M $902K $18.8M
2021 $2.5M $1.1M $18.1M

Between 2021 and 2025, reported annual revenue declined from $2.5M to $1.1M (-54%), with total assets most recently reported at $18.6M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA, FL, NY, OR, VA, WA.

CAFLNYORVAWA

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for THE CARPENTER FOUNDATION

Complete financials, all 760 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
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