The Carpenter Foundation
The Carpenter Foundation is a private foundation based in Medford, Oregon. It supports programs, projects, and services for residents of Jackson and Josephine Counties, with funding in human services, education, arts, and public interest.
The Carpenter Foundation at a glance
In short: The Carpenter Foundation gave $949K across 116 grants in 2025 (avg $8K), mostly in Oregon. 23% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $949,450
- +4.8% vs 2024
- Grants made (2025)
- 116
- +14.9% vs 2024
- Average grant
- $8,185
- -8.7% vs 2024
- Median grant
- $6,000
- Total assets
- $18,558,346
- -0.5% vs 2024
- New grantees (estimate)
- 23% first-time grantees (26 of 112, 2025)
- Primary geography
- Oregon (98% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Carpenter Foundation
- How to Apply
-
The Foundation uses an online application process; proposals sent by email, mail, or fax are not accepted, and late applications are not considered. New applicants are directed to contact the Program Officer before applying. Applications are accepted from tax-exempt agencies; the FAQ also identifies schools and governmental entities as eligible applicants. Individuals are not eligible. Applicants generally provide a project proposal, detailed project and organizational budgets, a recent income statement and balance sheet or audit, a board list with occupations and addresses, and an IRS 501(c)(3) exemption letter. The Foundation rarely funds multi-year grants, historical applications, hospital construction or equipment, trips, or religious activities.
- Review Cycle
- Applications are due quarterly by 5:00 p.m. on the last Friday of January, April, July, and October.
- Deadline
- Applications are due quarterly by 5:00 p.m.
- Contact
Application contact: The Carpenter Foundation
Mailing address: 824 East Main St No 102, Medford, OR 97504
Phone: (541) 772-5732
Website: https://carpenter-foundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from The Carpenter Foundation
Who The Carpenter Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Oregon Shakespeare Festival Association ($30K). Together the top 10 received $217K.
Organizations only. It also paid 4 individual scholarships ($57,000), which are not listed by name.
Grant Size Distribution
473 grants across all recorded years
The most common grant size was under $50K: 473 grants of 473 (100%).
Geographic Focus
Where this funder awards grants
The Foundation funds programs, projects, and services for residents of Jackson and Josephine Counties. It may consider an organization based elsewhere if its program or service targets residents of those counties. Its guidelines allow a few exceptions for statewide public-interest issues directly affecting people in the two counties.
Grant Distribution by State
Share of 2025 grant dollars across all 116 itemized grants.
Cities
Is The Carpenter Foundation open to new grantees?
23%
first-time grantees, 2025
In 2025, 26 of 112 grantees (23%) were first-time recipients. First grants averaged $6K; repeat grants $9K. How we count
Medians: $5K first-time, $8K repeat.
- 46% of 2025 grantees were also funded in 2024. Method
- Giving grew 41% from 2022 to 2025. Method
- In 2025 it paid out 109% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $675K (2022) to $949K (2025). In 2025 it made 116 grants totaling $949K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Oregon Shakespeare Festival Association Ashland, OR | In support of the 2025 osf 90th anniversary season. | $30,000 |
| Britt Festivals Medford, OR | In Support of the 2025 Orchestra Season. | $30,000 |
| United Way of Jackson County Medford, OR | Toward General Operating Support. | $25,000 |
| St Vincent De Paul Society - Rogue Valley District Council Medford, OR | To Provide Emergency Utility Assistance to Local Families. | $22,500 |
| 3 individual scholarships Recipients not named | — | $53,500 |
| Josephine Community Library Foundation Grants Pass, OR | Toward the New Grants Pass Library Project Costs. | $20,000 |
| Living Opportunities Medford, OR | In support of accessible office furnishings for a new headquarters building. | $20,000 |
| Rogue Retreat Medford, OR | Toward providing appliances, household items, and necessary repairs across the agencys sites. | $20,000 |
| Maslow Project Medford, OR | In Support of Permanent Supportive Housing Case Management. | $17,000 |
| Crater High School Central Point, OR | Student College Scholarships. | $16,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $18,558,346 | $1,149,641 | $1,323,837 | $949,450 | 116 | $1,177,886 | $1,039,772 | $1,076,618 |
| 2024 | $18,649,940 | $920,491 | $1,302,923 | $905,800 | 101 | $1,151,836 | $808,374 | $1,011,341 |
| 2023 | $18,955,238 | $1,367,354 | $1,188,495 | $881,900 | 96 | $1,050,312 | $1,256,122 | $964,665 |
| 2022 | $18,791,579 | $1,677,416 | $902,481 | $674,900 | 75 | $826,149 | $1,563,552 | $1,138,325 |
| 2021 | $18,113,088 | $2,523,290 | $1,081,494 | $744,550 | 85 | — | $2,121,919 | $1,020,891 |
| 2020 | $16,593,428 | $592,935 | $1,020,095 | $715,050 | 100 | — | $963,599 | $912,178 |
Under IRS private-foundation payout rules, The Carpenter Foundation reported a distributable amount of $1.1M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The Foundation’s stated purpose is to add “opportunity, choice, inclusiveness, enrichment and a climate for change” for people living in the Rogue Valley. It describes its grantmaking areas as Human Services, Education, Arts, and Public Interest.
Its 2025 grants included support for arts organizations, schools, libraries, housing and social-service organizations, and child-welfare programs. For example, Rogue Retreat received funding for appliances, household items, and repairs across its sites; the organization describes its mission as providing case management, vocational training, and housing services for people experiencing homelessness. The Josephine Community Library Foundation received support for new library project costs; it says it exists to help libraries in Josephine County improve lives and build a stronger community.
Grantmaking
In filing year 2025, the Foundation reported 116 grants totaling $949,450. Grants ranged from $1,000 to $30,000, with a median of $6,000. It usually considers only one grant per year to an agency and rarely makes multi-year grants.
Among the largest reported 2025 grants were $30,000 to the Oregon Shakespeare Festival Association for its 90th anniversary season and $30,000 to Britt Festivals for its orchestra season. Other awards included $25,000 to United Way of Jackson County for general operating support; $22,500 to St. Vincent de Paul Society – Rogue Valley District Council for emergency utility assistance to local families; and $20,500 to an individual recipient High School for student college scholarships.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Emily Mostue as Trustee/President; Karen C. Allan as Trustee/Vice President & Secretary; Dan Thorndike as Trustee/Treasurer/Investment Advisor; Sue Naumes as Family Trustee; and Deborah Ameen, Steve Boyarsky, Bruce Van Zee, and Amy Cuddy as Public Trustees.
The Carpenter Foundation is led by Emily Mostue, Trustee & President on every filing since 2020; 1 of 8 officers listed in 2025 is compensated.
Officers on the 2025 filing
Emily Mostue
Trustee & President
On filings since 2020
30 hrs/week
$43K (2020) → $52K (2025)
Dan Thorndike
Trustee, Treasurer & Investment Advisor
Family Trustee → Trustee, Treasurer & Investment Advisor, 2021
On filings since 2020
5 hrs/week
No compensation reported
Karen C. Allan
Trustee, Vice President & Secretary
On filings since 2020
3 hrs/week
No compensation reported
Sue Naumes
Family Trustee
On filings since 2020
3 hrs/week
No compensation reported
Amy Cuddy
Public Trustee
On filings since 2022
3 hrs/week
No compensation reported
Steve Boyarsky
Public Trustee
On filings since 2023
3 hrs/week
No compensation reported
Bruce Van Zee
Public Trustee
On filings since 2024
3 hrs/week
No compensation reported
Deborah Ameen
Public Trustee
New on the 2025 filing
3 hrs/week
No compensation reported
Former officers (8)
- Former: Susan Cohen (2021–2024) — Public Trustee
- Former: Brian Gross (2021–2023) — Public Trustee
- Former: Paul Nicholson (2020–2022) — Public Trustee
- Former: Teresa Sayre (2021–2022) — Public Trustee
- Former: Lee Murdoch (2020) — Public Trustee
- Former: Linda Hugle (2020) — Public Trustee
- Former: Mary Curtis Gramley (2020) — Public Trustee
- Former: William Moffat (2020) — Trustee, Treasurer & Investment
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $52K, to Emily Mostue (Trustee/President).
Frequently asked questions about The Carpenter Foundation
How much does The Carpenter Foundation give each year?
The Carpenter Foundation gave $949K across 116 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $906K across 101 grants.
What is The Carpenter Foundation's typical grant size?
The Carpenter Foundation's median grant in 2025 was $6,000, and its average grant was $8,185, across 116 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Carpenter Foundation that year got $6K on average.
Where does The Carpenter Foundation give grants?
The Carpenter Foundation gives mostly in Oregon: 98% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Medford, OR (36 grants), Ashland, OR (21 grants), Grants Pass, OR (12 grants) and Portland, OR (9 grants).
Does The Carpenter Foundation give general operating support?
Occasionally: 9% of The Carpenter Foundation's 2025 grants with a stated purpose (11 of 116) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Student College Scholarships." (9 grants).
Who are The Carpenter Foundation's largest grantees?
The Carpenter Foundation's largest 2025 grantees include Oregon Shakespeare Festival Association ($30,000), Britt Festivals ($30,000) and United Way of Jackson County ($25,000), according to its 2025 IRS Form 990-PF. It also paid 4 individual scholarships ($57,000), which are not listed by name. Together they received 9% of its itemized 2025 grant dollars.
How large is The Carpenter Foundation?
The Carpenter Foundation reported $18.6M in total assets on its 2025 IRS Form 990-PF. It paid out $1.2M in qualifying distributions that year, against a required minimum of $1.1M (roughly 5% of its investment assets).
What does The Carpenter Foundation fund?
The Foundation’s stated purpose is to add “opportunity, choice, inclusiveness, enrichment and a climate for change” for people living in the Rogue Valley. It describes its grantmaking areas as Human Services, Education, Arts, and Public Interest. See mission & focus areas ↑
How do I apply for a grant from The Carpenter Foundation?
The Foundation uses an online application process; proposals sent by email, mail, or fax are not accepted, and late applications are not considered. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Carpenter Foundation's EIN?
The Carpenter Foundation's EIN (Employer Identification Number) is 93-0491360. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in The Carpenter Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). The Carpenter Foundation funder profile. GrantGraph. Retrieved October 11, 2026, from https://grantable.co/funders/the-carpenter-foundation-morg_600d1c82176c4a92bc41d6f6aca4131e
BibTeX
@misc{grantable_930491360_2026,
author = {{Grantable}},
title = {{The Carpenter Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-carpenter-foundation-morg_600d1c82176c4a92bc41d6f6aca4131e},
note = {Accessed 2026-10-11. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Carpenter Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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