2022-10-31T14:44:16-07:00 2022-06-30 134227421 Richard W Brewster CPA PC 670 Superior Ct 106 Medford OR 97504 990PF 2021-07-01 931267972 GORDON ELWOOD FOUNDATION GORD 5412820643 670 SUPERIOR CT 108 MEDFORD OR 97504 ANNETTE BATZER President 2022-10-24 true ANNETTE BATZER 999009999 RICHARD W BREWSTER CPA P00149843 5417731885 2 AAL1 IAL1 FAL1 2021 2022-09-23 18:48:47Z X 9803859 X 37557 X 124 124 124 168475 168475 168475 815290 2085123 815290 1021446 983889 168599 123390 123390 102358 102358 12096 12096 90376 80397 9979 562 562 34222 34222 13911 1862 1862 813 813 162129 162129 541719 80397 447411 225833 225833 767552 80397 673244 253894 903492 168599 82761 115149 115149 11290641 9275710 9275710 529561 230044 312558 299517 413000 11685960 9690376 9803859 3423 1462 3876 6359 7299 7821 X 11678661 9682555 11678661 9682555 11685960 9690376 11678661 253894 11932555 2250000 9682555 DA DAVIDSON - LT P 2000-01-01 2021-12-31 215007 149128 65879 65879 DA DAVIDSON - LT P 2000-01-01 2021-12-31 19010 18979 31 31 DA DAVIDSON - ST P 2021-01-01 2021-12-31 19368 24078 -4710 -4710 DA DAVIDSON - LT P 2000-01-01 2021-12-31 181103 123658 57445 57445 DA DAVIDSON - ST P 2021-01-01 2021-12-31 591 270 321 321 DA DAVIDSON - LT P 2000-01-01 2021-12-31 77250 47494 29756 29756 DA DAVIDSON - LT P 2000-01-01 2021-12-31 375484 118022 257462 257462 DA DAVIDSON - ST P 2021-01-01 2021-12-31 1 1 DA DAVIDSON - LT P 2000-01-01 2021-12-31 25687 11862 13825 13825 DA DAVIDSON - ST P 2021-01-01 2021-12-31 18805 20599 -1794 -1794 DA DAVIDSON - LT P 2000-01-01 2021-12-31 121058 61644 59414 59414 SKYBRIDGE MULTI-ADVISOR P 2000-01-01 2021-09-30 762636 694098 68538 68538 SKYBRIDGE MULTI-ADVISOR P 2000-01-01 2021-09-30 269123 269123 269123 815290 -6183 12559 12559 12559 6200 6200 6359 0 false false false false false false false true true OR true false false false false true www.gordonelwoodfoundation.org MINDY ALFORD 5412820643 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 false false false false false false false false false false false false false false false false false false false false false false PAT BARRY 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Trustee 1.00 0 JANET J MURPHY 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Secretary 2.00 0 KATHY BRYON 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Executive Dir. 40.00 122390 DANIEL KOSMATKA 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Past President 2.00 0 MICHAEL HEVERLY 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Trustee 1.00 0 STEPHANIE JOHNSON 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Trustee 1.00 0 ANNETTE BATZER 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 President 2.00 0 JULIE BEATTIE 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Trustee 2.00 0 STEVE BOYARSKY 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Trustee 1.00 0 JOHN DUKE 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Trustee 1.00 0 LANCE REYES 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Trustee 1.00 0 LILIA CABALLERO 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Trustee 1.00 0 LARRY NICHOLSON 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Treasurer 1.00 0 BURKE RAYMOND 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Trustee 1.00 0 NONE NONE Direct Charitable Activities (Community Building Strategic Activities) 2021-2022 Background on these activities:Beginning in 2003 the Foundations board of directors decided to invest more than just dollars into the four target counties in southern Oregon to support its regional Vision: Jackson, Josephine, Klamath, and Curry counties are home to successful youth and individuals, thriving families, and communities as demonstrated by. Community Specific Goals: Leverage resources to bring attention to community health & vitalization opportunities. Create opportunities for new thinking and innovative approaches on community issues. Partner with public and private funders for learning and achieving greater impact on community and regional issues. Act as a convener to surface underlying cause of community issues and the opportunity for creative resolution. Expenses to promote and carry out these goals are outside the cash grants allocated each year and are recorded and recognized as part of t 24408 Community and leadership development provided by Foundation staff and/or consultants and volunteers to convene, coach, facilitate, train, transcribe, act as thinking partner and leverage opportunities to positively impact youth, individuals, families, organizations and communities in alignment with foundation vision and goals in four counties. Specific Community Collaborative Initiatives I. The Fundraising School Certification in Principles and Techniques of Fundraising: Foundation financed 1 nonprofit staff member to attend a four-day intensive by Indiana Universitys Fundraising School. Spring 2022 II. Regional Leadership Development Foundation continued investment in Adaptive Community Leadership cohort to continue practice sessions using the tools and strategies from the 2017 training based on schedules in-person & online. Sessions in July 2021 & June 2022. Provided scholarships to seven individual leaders identified from the foundation service region for a year-long Advanced Leader 224998 Cash support for expenses related to organizations and projects listed in Activity 1 & 2, Expenses include: Supporting meeting expenses with community leaders and groups of leaders; as well as speakers, educational, technology and research fees. Provide scholarships for selected project leaders or grantees to attend trainings and seminars. 16008 10824074 0 0 10824074 0 10824074 162361 10661713 533086 533086 12559 12559 520527 520527 520527 673244 673244 520527 132720 54989 132226 170939 117434 608308 673244 0 520527 152717 761025 0 132720 628305 54989 132226 170939 117434 152717 X KATHY BRYON EXECUTIVE DIRECTOR 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 5412820643 office@elwoodfoundation.com GRANT APPLICATIONS MUST BE RECEIVED ON THE APPLICATION FORM OF THE FOUNDATION. A COPY IS AVAILABLE BY WRITING TO THE ADDRESS ABOVE OR BY VISITING WWW.GORDONELWOODFOUNDATION.ORGGRANT DEADLINES ARE MARCH 15 AND SEPTEMBER 15 DISTRIBUTIONS OF FUNDS LIMITED FOR EDUCATIONAL, HUMAN SERVICES, AND OTHER CHARITABLE PURPOSES TO QUALIFIED NON-PROFIT, TAX-EXEMPT, CHARITABLE ORGANIZATIONS IN GEOGRAPHIC AREAS OF JACKSON, JOSEPHINE, KLAMATH, COOS & CURRY COUNTIES, OREGON. SEE ATTACHED LIST 670 SUPERIOR CT MEDFORD OR 97504 NONE NONPROFIT PROJECTS LISTED 225833 225833 124 168475 815290 OTHER INVESTMENT INCOME 983889 983889 false false false false false false false false false false ACCOUNTING 12096 0 0 12096 OFFICE BUILDING 2006-12-28 475276 177636 SL 39.0000 12187 CARPET 2016-06-09 5000 1665 SL 15.0000 333 OFFICE REMODEL 2016-07-20 14784 4847 SL 15.0000 986 CHROME NOTEBOOKS 2019-09-11 478 176 SL 5.0000 96 OFFICE FURNITURE 2021-02-16 135 6 SL 7.0000 19 LAPTOP 2020-09-17 1100 165 SL 5.0000 220 MONITOR & DOCKING STATION 2021-08-17 242 SL 5.0000 40 SIT-STAND WORKSTATION 2022-03-03 628 SL 7.0000 30 DA DAVIDSON - VANTAGE FMV 1464514 1464514 DA DAVIDSON - CONFLUENCE EQ FMV 1242327 1242327 DA DAVIDSON - LEGG CB MULTI FMV 736935 736935 DA DAVIDSON - LEGG CB DIV ST FMV 1305794 1305794 DA DAVIDSON - ALTA LARGE CAP FMV 689615 689615 DA DAVIDSON - CHOICE ACCOUNT FMV 789212 789212 DA DAVIDSON - CHOICE ACCOUNT FMV 1623972 1623972 DA DAVIDSON - MGD ASSETS DIA FMV 314201 314201 DA DAVIDSON - THOMPSON FMV 288763 288763 DA DAVIDSON - HARDING INTL FMV 490345 490345 DA DAVIDSON - WEDGEWOOD FMV 330032 330032 Furniture and Fixtures 1005 95 910 3000 Machinery and Equipment 12251 11050 1201 Buildings 475276 189823 285453 400000 Improvements 41029 29076 11953 10000 DA DAVIDSON MARGIN LOAN 309369 2018-02 BROKERAGE ACCOUNT SHORT TERM BORROWING BROKERAGE ACCOUNT UNREALIZED GAINS & LOSSES 2250000 BOARD MEETING EXPENSE 13297 13297 COMMUNITY DEVELOPMENT 2850 2850 CONTRACT SERVICES 24508 24508 DUES & SUBSCRIPTIONS 13153 13153 EMPLOYEE BENEFITS 58775 58775 IN-KIND EXPENSES 37557 37557 INSURANCE 3014 3014 MISCELLANEOUS 753 753 OFFICE SUPPLIES 2702 2702 POSTAGE 264 264 PROFESSIONAL DEVELOPMENT 540 540 TELECOMMUNICATIONS 4716 4716 INVESTMENT MANAGEMENT 80397 80397 0 0 PROPERTY MANAGEMENT FEES 9979 0 0 9979 CORPORATE FEE 50 50 FEDERAL TAXES 11783 11783 FOREIGN TAXES 2423 2423 PAYROLL TAXES 18529 18529 STATE TAXES 1437 1437