Nonprofit · EIN 93-0491360
CARPENTER FOUNDATION
Tax-exempt · MEDFORD, OR 97504
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $1,149,641 | $1,323,837 | -$174,196 | $18,558,346 | $379,555 | $18,178,791 |
| June 30, 2023 | 990-PF | $1,367,354 | $1,188,495 | $178,859 | $18,955,238 | $219,819 | $18,735,419 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $791,407
- Interest
- $13,725
- Net gain from sales of assets
- $364,881
- Other income
- -$20,372
Expenses
- Grants and similar amounts paid
- $1,004,850
- Compensation of officers, directors and key employees
- $53,162
- Salaries, compensation and benefits (total)
- $114,359
- Disbursements for charitable purposes
- $1,177,886
- Excise tax on investment income
- $14,453
Balance sheet and other
- Total assets, start of year
- $18,649,940
- Total assets, end of year
- $18,558,346
- Total liabilities, end of year
- $379,555
- Net assets, end of year
- $18,178,791
- Fair market value of assets
- $22,853,135
- Qualifying distributions
- $1,177,886
- Net investment income
- $1,149,489
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALISON MOSTUE 824 E MAIN STREET SUITE 102, MEDFORD, OR 97504 | PROGRAM OFFICER Highest-paid employee | 40 | $72,885 | $11,338 |
| EMILY MOSTUE 824 E MAIN STREET SUITE 102, MEDFORD, OR 97504 | TRUSTEE/PRESIDENT | 30 | $51,617 | $1,545 |
| KAREN C ALLAN 824 E MAIN STREET SUITE 102, MEDFORD, OR 97504 | TRUSTEE/VP & SEC | 3 | $0 | $0 |
| DAN THORNDIKE 824 E MAIN STREET SUITE 102, MEDFORD, OR 97504 | TRUSTEE/TREASURER/INVESTMENT ADVISOR | 5 | $0 | $0 |
| SUE NAUMES 824 E MAIN STREET SUITE 102, MEDFORD, OR 97504 | FAMILY TRUSTEE | 3 | $0 | $0 |
| DEBORAH AMEEN 824 E MAIN STREET SUITE 102, MEDFORD, OR 97504 | PUBLIC TRUSTEE | 3 | $0 | $0 |
| STEVE BOYARSKY 824 E MAIN STREET SUITE 102, MEDFORD, OR 97504 | PUBLIC TRUSTEE | 3 | $0 | $0 |
| BRUCE VAN ZEE 824 E MAIN STREET SUITE 102, MEDFORD, OR 97504 | PUBLIC TRUSTEE | 3 | $0 | $0 |
| AMY CUDDY 824 E MAIN STREET SUITE 102, MEDFORD, OR 97504 | PUBLIC TRUSTEE | 3 | $0 | $0 |
990-PF for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAULA WILLIAMS 824 E MAIN STREET SUITE 102, MEDFORD, OR 97504 | PROGRAM OFFICER Highest-paid employee | 40 | $80,680 | $13,565 |
| EMILY MOSTUE 824 E MAIN STREET SUITE 102, MEDFORD, OR 97504 | TRUSTEE/PRESIDENT | 12 | $48,204 | $1,361 |
| AMY CUDDY 824 E MAIN STREET SUITE 102, MEDFORD, OR 97504 | PUBLIC TRUSTEE | 3 | $0 | $0 |
| KAREN C ALLAN 824 E MAIN STREET SUITE 102, MEDFORD, OR 97504 | TRUSTEE/VP & SEC | 3 | $0 | $0 |
| DAN THORNDIKE 824 E MAIN STREET SUITE 102, MEDFORD, OR 97504 | TRUSTEE/TREASURER/INVESTMENT ADVISOR | 5 | $0 | $0 |
| SUE NAUMES 824 E MAIN STREET SUITE 102, MEDFORD, OR 97504 | FAMILY TRUSTEE | 3 | $0 | $0 |
| SUSAN COHEN 824 E MAIN STREET SUITE 102, MEDFORD, OR 97504 | PUBLIC TRUSTEE | 3 | $0 | $0 |
| STEVE BOYARSKY 824 E MAIN STREET SUITE 102, MEDFORD, OR 97504 | PUBLIC TRUSTEE | 3 | $0 | $0 |
| BRIAN GROSS 824 E MAIN STREET SUITE 102, MEDFORD, OR 97504 | PUBLIC TRUSTEE | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 824 E MAIN ST STE 102, MEDFORD, OR 97504-7135
- Signed the 990-PF
- EMILY MOSTUE, PRESIDENT
- Phone
- (541) 772-5851
- Return prepared by
- MCDONALD JACOBS PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 93-0491360
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1960
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $18,558,346
- Income (IRS master file)
- $1,663,871
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | – | – | – | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | $920,491 | $1,302,923 | $18,649,940 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | $1,367,354 | $1,188,495 | $18,955,238 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about CARPENTER FOUNDATION
- What is the EIN of CARPENTER FOUNDATION?
- The employer identification number (EIN) of CARPENTER FOUNDATION is 93-0491360.
- Is CARPENTER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1960.
- Are donations to CARPENTER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARPENTER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARPENTER FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARPENTER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of CARPENTER FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 9 people; 2 received compensation from the organization, the highest $72,885 (ALISON MOSTUE, PROGRAM OFFICER).
- How much revenue does CARPENTER FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,149,641, expenses of $1,323,837 and total assets of $18,558,346 at year end.
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