The Carpenter Foundation
The Carpenter Foundation is a private family foundation based in Medford, Oregon. Established in 1942 as the Jackson County Recreation Agency to fund entertainment for U.S. servicemen, it was incorporated as a foundation in 1957. The foundation operates with a focused mission to serve the Rogue Valley region of Oregon.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$18.6M
-0.5% YoY
Annual Giving
$949K
+4.8% YoY
Grant Count
116
+14.9% YoY
Avg Grant Size
$8K
-8.7% YoY
Mission & Focus Areas
The primary purpose of the foundation is to add opportunity, choice, inclusiveness, enrichment, and a climate for change for those living in the Rogue Valley, Oregon.
Primary funding areas include:
- Arts
- Education
- Human Services (including child welfare and youth support)
- Public Interest
- Regional Planning
Grantmaking
Notable grants include:
Review Cycle
**Required Application Materials:**
How to Apply
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Geographic Focus
Where this funder awards grants
The Carpenter Foundation restricts its grantmaking to Jackson and Josephine Counties in Oregon (the Rogue Valley region). The foundation occasionally makes grants to statewide or national funders for projects with direct impact on the Rogue Valley, but strongly prefers to support local nonprofits and community organizations.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
- Total Assets: $18,649,940 (as of June 2024)
- Total Annual Giving: $1,004,850
- Total Revenues: $920,491 (FY 2024)
- Total Expenses: $1,302,923 (FY 2024)
- Staff: 2 employees
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $18,558,346 | $18,649,940 | $18,955,238 |
| Revenue | $1,149,641 | $920,491 | $1,367,354 |
| Expenses | $1,323,837 | $1,302,923 | $1,188,495 |
| Qualifying Distributions | $1,177,886 | $1,151,836 | $1,050,312 |
| Net Investment Income | $1,039,772 | $808,374 | $1,256,122 |
| Distributable Amount | $1,076,618 | $1,011,341 | $964,665 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
250 grants across all recorded years
Open Grants
1 open opportunity from The Carpenter Foundation
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
- Emily Mostue – Trustee/President
- Karen C. Allan – Trustee/Vice President & Secretary
- Dan Thorndike – Trustee/Treasurer/Investment Advisor
- Paula Williams – Program Officer
- Amy Cuddy – Public Trustee
- Sue Naumes – Family Trustee
- Susan Cohen – Public Trustee
- Steve Boyarsky – Public Trustee
- Brian Gross – Public Trustee
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| EMILY MOSTUE | TRUSTEE/PRESIDENT | 30 | $51,617 |
| KAREN C ALLAN | TRUSTEE/VP & SEC | 3 | — |
| DAN THORNDIKE | TRUSTEE/TREASURER/INVESTMENT ADVISOR | 5 | — |
| SUE NAUMES | FAMILY TRUSTEE | 3 | — |
| DEBORAH AMEEN | PUBLIC TRUSTEE | 3 | — |
| STEVE BOYARSKY | PUBLIC TRUSTEE | 3 | — |
| BRUCE VAN ZEE | PUBLIC TRUSTEE | 3 | — |
| AMY CUDDY | PUBLIC TRUSTEE | 3 | — |
Contact Information
Address: 824 E Main St Ste 102, Medford, OR 97504-7135
Phone: 541-772-5732 or 541-772-5851
Website: www.carpenter-foundation.org
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—
Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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