2021-12-13T09:14:48-08:00 2021-06-30 134227421 Richard W Brewster CPA PC 670 Superior Ct 106 Medford OR 97504 990PF 2020-07-01 931267972 GORDON ELWOOD FOUNDATION GORD 5412820643 670 SUPERIOR CT 108 MEDFORD OR 97504 KATHY BRYON Executive Dir. 2021-12-09 true KATHY BRYON 999009999 RICHARD W BREWSTER CPA P00149843 5417731885 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z X 11786400 X 37557 X 17 17 17 149176 149176 149176 369581 1337176 369581 55551 556331 518774 204744 121597 121597 58802 58802 26377 26377 17640 17640 86015 75143 10872 10 10 23686 23686 13821 1918 1918 7420 7420 100766 100766 458052 75143 369088 255975 255975 714027 75143 625063 -157696 443631 204744 119826 82761 82761 719 9237998 11290641 11290639 528691 216133 325144 312558 413000 9683687 11685960 11786400 13125 3423 3876 13125 7299 X 9670562 9670562 11678661 9683687 11685960 9670562 -157696 2165795 11678661 11678661 DA DAVIDSON - LT P 2000-01-01 2000-12-31 75000 55495 19505 19505 DA DAVIDSON - ST P 2020-01-01 2020-12-31 16198 29013 -12815 -12815 DA DAVIDSON - LT P 2020-01-01 2000-12-31 235109 180189 54920 54920 DA DAVIDSON - ST P 2020-01-01 2020-12-31 4716 3793 923 923 DA DAVIDSON - LT P 2000-01-01 2020-12-31 23406 44292 -20886 -20886 DA DAVIDSON - ST P 2020-01-01 2020-12-31 14500 14309 191 191 DA DAVIDSON - ST P 2020-01-01 2020-12-31 79689 74950 4739 4739 DA DAVIDSON - LT P 2000-01-01 2020-12-31 454435 315655 138780 138780 DA DAVIDSON - ST P 2020-01-01 2020-12-31 3469 8793 -5324 -5324 DA DAVIDSON - LT P 2000-01-01 2020-12-31 224473 117756 106717 106717 DA DAVIDSON - ST P 2020-01-01 2020-12-31 45386 51974 -6588 -6588 DA DAVIDSON - LT P 2000-01-01 2020-12-31 160795 71376 89419 89419 369581 55551 6166 6166 6166 2291 2291 3875 false false false false false false false true true OR true false false false false true www.gordonelwoodfoundation.org KATHY BRYON EXEC DIR 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 JANET J MURPHY 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Trustee 1.00 0 KATHY BRYON 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Executive Dir. 40.00 121597 DANIEL KOSMATKA 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 President 2.00 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 Vice President 2.00 0 JULIE BEATTIE 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Past-President 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 Treasurer 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 Secretary 1.00 0 NONE NONE In-kind support covering office space, utilities, offices machines, office supplies and conference room for two non-profit 501c3 tenants and their associated projects; See web pages for specific goals/outcomes of the tenants: SMART www.getsmartoregon.org; Jackson County; Jefferson Regional Health Alliance www.jeffersonregionalhealthalliance.org 37557 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 recruited, coordinated, and financed 25 nonprofit leaders from four southern Oregon counties, 21 different community based organizations to attend March 2020 four day intensive by Indiana Universitys Fundraising School. COVID lockdown came one week prior to training launch. Training postponed and rescheduled for October 2020II.Regional Leadership DevelopmentFoundation invested in Adaptive Community Leadership cohort to continue practice sessions using the tools and strategies from the 2017 training based on s 221540 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 18417 10432385 0 0 10432385 0 10432385 156486 10275899 513795 513795 6166 6166 507629 507629 507629 625063 625063 625063 507629 105628 132720 54989 132226 170939 596502 625063 0 507629 117434 713936 0 105628 608308 132720 54989 132226 170939 117434 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 1 AND SEPTEMBER 1 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 255975 255975 17 149176 369581 OTHER INVESTMENT INCOME 518774 518774 false false false false false false false false false false 17640 0 0 17640 OFFICE BUILDING 2006-12-28 475276 165449 SL 39.0000 12187 CARPET 2016-06-09 5000 1332 SL 15.0000 333 DELL LAPTOP 2015-08-22 1034 1000 SL 5.0000 34 DOCKING STATION 2015-09-24 275 261 SL 5.0000 14 OFFICE REMODEL 2016-07-20 14784 3861 SL 15.0000 986 CHROME NOTEBOOKS 2019-09-11 478 80 SL 5.0000 96 OFFICE FURNITURE 2021-02-16 135 SL 7.0000 6 LAPTOP 2020-09-17 1100 SL 5.0000 165 Furniture and Fixtures 135 6 129 Machinery and Equipment 12251 10734 1517 3000 Buildings 475276 177636 297640 400000 Improvements 41029 27757 13272 10000 DA DAVIDSON MARGIN LOAN 309369 2018-02 BROKERAGE ACCOUNT SHORT TERM BORROWING BROKERAGE ACCOUNT BOARD MEETING EXPENSE 5420 5420 COMMUNITY DEVELOPMENT 3862 3862 CONTRACT SERVICES 12633 12633 DUES & SUBSCRIPTIONS 2943 2943 EMPLOYEE BENEFITS 25795 25795 IN-KIND EXPENSES 37557 37557 INSURANCE 2937 2937 MISCELLANEOUS 258 258 OFFICE SUPPLIES 3949 3949 POSTAGE 182 182 PROFESSIONAL DEVELOPMENT 1875 1875 TELECOMMUNICATIONS 3355 3355 MARKET APPRECIATION-FMV ADJUSTMENT 2165795 INVESTMENT MANAGEMENT 75143 75143 0 0 PROPERTY MANAGEMENT FEES 10872 0 0 10872 CORPORATE FEE 50 50 FEDERAL TAXES 5969 5969 FOREIGN TAXES 1414 1414 PAYROLL TAXES 15118 15118 STATE TAXES 1135 1135