GORDON ELWOOD FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GORDON ELWOOD FOUNDATION (EIN 93-1267972)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-02-21
- IRS object ID
- 202010529349100106
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Mortgages And Notes Payable Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-02-21T11:01:13-08:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134227421 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard W Brewster CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 670 Superior Ct 106 | AddressLine1Txt |
| City | Medford | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931267972 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORDON ELWOOD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GORD | BusinessNameControlTxt |
| Phone | 5412820643 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 670 SUPERIOR CT | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY BRYON | PersonNm |
| Person Title | Executive Dir. | PersonTitleTxt |
| Signature | 2020-02-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD W BREWSTER CPA | PreparerPersonNm |
| PTIN | P00149843 | PTIN |
| Phone | 5417731885 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,375,572 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $37,557 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $579 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $579 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $579 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $187,640 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $187,640 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $187,640 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $210,657 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,155,906 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $150,248 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $11,544 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $436,433 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $338,467 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $199,763 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $110,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $110,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $63,791 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $63,791 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $21,593 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $21,593 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,424 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $7,424 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $77,525 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $67,866 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,659 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,422 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,422 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $18,643 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,131 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $16,512 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $13,814 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $2,869 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $2,727 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,698 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,698 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,716 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,716 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $111,979 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $111,979 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $436,474 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,419 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $351,099 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $257,921 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $257,921 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $694,395 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,419 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $609,020 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$257,962 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $267,048 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $199,763 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $22,419 | CashBOYAmt |
| Cash EOY | $55,198 | CashEOYAmt |
| Cash EOYFMV | $55,199 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $309,000 | OtherNtsAndLoansRcvblBOYAmt |
| Prepaid Expenses EOY | $152 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $152 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $9,715,644 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,906,221 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,906,221 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $526,978 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $188,464 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $352,328 | LandBOYAmt |
| Land EOY | $338,514 | LandEOYAmt |
| Land EOYFMV | $414,000 | LandEOYFMVAmt |
| Total Assets BOY | $10,399,391 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,300,085 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,375,572 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,503 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,289 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $296,532 | MortgagesAndNotesPayableBOYAmt |
| Other Liabilities BOY | $262 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $298,297 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,289 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $10,101,094 | UnrestrictedBOYAmt |
| Unrestricted EOY | $10,295,796 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,101,094 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,295,796 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,399,391 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,300,085 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,101,094 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$257,962 | ExcessRevenueOverExpensesAmt |
| Other Increases | $452,664 | OtherIncreasesAmt |
| Subtotal | $10,295,796 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,295,796 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DA DAVIDSON - LT | P | 1995-12-31 | 2019-06-30 | $248,500 | $268,909 | -$20,409 | -$20,409 |
| DA DAVIDSON - ST | P | 2019-01-01 | 2019-06-30 | $28,800 | $25,225 | $3,575 | $3,575 |
| DA DAVIDSON - LT | P | 1995-12-31 | 2019-06-30 | $38,500 | $39,564 | -$1,064 | -$1,064 |
| DA DAVIDSON - ST | P | 2019-01-01 | 2019-06-30 | $31,035 | $25,338 | $5,697 | $5,697 |
| DA DAVIDSON - LT | P | 1995-12-31 | 2019-06-30 | $252,437 | $194,166 | $58,271 | $58,271 |
| DA DAVIDSON - ST | P | 2019-01-01 | 2019-06-30 | $31,369 | $29,097 | $2,272 | $2,272 |
| DA DAVIDSON - LT | P | 1995-12-31 | 2019-06-30 | $147,776 | $97,731 | $50,045 | $50,045 |
| DA DAVIDSON - LT | P | 1995-12-31 | 2019-06-30 | $82,340 | $30,479 | $51,861 | $51,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $150,248 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $11,544 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $537,694 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,880,405 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05442 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $524,904 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,885,197 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.06657 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $476,296 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,448,686 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06394 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $413,835 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,537,415 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05490 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $436,226 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,401,840 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05894 | DistributionYr5Rt |
| Total Distribution | 0.298771 | TotalDistributionRt |
| Average Distribution | 0.059754 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,589,281 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $572,998 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,670 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $575,668 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $609,020 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,670 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,670 | SubtotalAmt |
| Tax Based On Investment Income | $2,670 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,320 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,320 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,350 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.gordonelwoodfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHY BRYON EXEC DIR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5412820643 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 670 SUPERIOR CT UNIT 108 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| MICHAEL R HEVERLY | ||||||
| 670 SUPERIOR CT UNIT 108 | MEDFORD | OR | 97504 | Secretary | 2.00 | $0 |
| 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 | $110,000 |
| DANIEL KOSMATKA | ||||||
| 670 SUPERIOR CT UNIT 108 | MEDFORD | OR | 97504 | Treasurer | 1.00 | $0 |
| STEPHANIE JOHNSON | ||||||
| 670 SUPERIOR CT UNIT 108 | MEDFORD | OR | 97504 | Trustee | 1.00 | $0 |
| BURKE RAYMOND | ||||||
| 670 SUPERIOR CT UNIT 108 | MEDFORD | OR | 97504 | Vice President | 2.00 | $0 |
| ANNETTE BATZER | ||||||
| 670 SUPERIOR CT UNIT 108 | MEDFORD | OR | 97504 | Trustee | 2.00 | $0 |
| JULIE BEATTIE | ||||||
| 670 SUPERIOR CT UNIT 108 | MEDFORD | OR | 97504 | President | 2.00 | $0 |
| STEVE BOYARSKY | ||||||
| 670 SUPERIOR CT UNIT 108 | MEDFORD | OR | 97504 | Trustee | 2.00 | $0 |
| JOHN DUKE | ||||||
| 670 SUPERIOR CT UNIT 108 | MEDFORD | OR | 97504 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 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 | Description1Txt |
| Expenses1 | $37,557 | Expenses1Amt |
| Description2 | 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.Adaptive Community Leadership (ACL) Training & Cohort Practice SessionsFacilitated by emeritus faculty of Dialogos Inc., The Presencing Institute and Society for Organizational learning, this deep dive training for sixteen selected Rogue Valley leaders was co-designed and organized by the Elwood Foundation to strengthen individual and collective understanding and skills needed by community leaders to help them navigate in complex, rapidly changing environments. How do we choose to lead when the pressure is on and the stakes are high? How do you shift old habits of behavior that unconsciously limit yo | Description2Txt |
| Expenses2 | $189,389 | Expenses2Amt |
| Description3 | 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 and research fees. Provide scholarships for selected project leaders or grantees to attend trainings and seminars | Description3Txt |
| Expenses3 | $3,935 | Expenses3Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,735,311 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,735,311 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,735,311 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $146,030 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,589,281 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $479,464 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $479,464 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,670 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,670 | TotalTaxAmt |
| Distributable Before Adj | $476,794 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $476,794 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $476,794 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $609,020 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $609,020 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,670 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $606,350 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $476,794 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $18,945 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $105,628 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $132,720 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $54,989 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $312,282 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $609,020 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $476,794 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $132,226 | RemainingDistriFromCorpusAmt |
| Total Corpus | $444,508 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $444,508 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,945 | ExcessFromYear4Amt |
| Excess From Year3 | $105,628 | ExcessFromYear3Amt |
| Excess From Year2 | $132,720 | ExcessFromYear2Amt |
| Excess From Year1 | $54,989 | ExcessFromYear1Amt |
| Excess From Current Year | $132,226 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHY BRYON EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 670 SUPERIOR CT UNIT 108 | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5412820643 | RecipientPhoneNum |
| Recipient Email Address | office@elwoodfoundation.com | RecipientEmailAddressTxt |
| Form And Info And Materials | 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 | FormAndInfoAndMaterialsTxt |
| Restrictions On Awards | 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. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED LIST | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 670 SUPERIOR CT | AddressLine1Txt |
| City | MEDFORD | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | NONPROFIT | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | PROJECTS LISTED | GrantOrContributionPurposeTxt |
| Amt | $257,921 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $257,921 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $579 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $187,640 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $210,657 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $398,876 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $398,876 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $7,424 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,424 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | RtRt |
|---|---|---|---|---|---|---|---|
| OFFICE BUILDING | 2006-12-28 | $475,276 | $141,075 | SL | 39.0000 | $12,187 | |
| DELL INSPIRON LAPTOP | 2013-11-19 | $617 | $554 | SL | $46 | 0.0750 | |
| CARPET | 2016-06-09 | $5,000 | $666 | SL | 15.0000 | $333 | |
| DELL LAPTOP | 2015-08-22 | $1,034 | $586 | SL | 5.0000 | $207 | |
| DOCKING STATION | 2015-09-24 | $275 | $151 | SL | 5.0000 | $55 | |
| OFFICE REMODEL | 2016-07-20 | $14,784 | $1,889 | SL | 15.0000 | $986 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Basis MethodBasisMethodTxt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|---|
| DA DAVIDSON - ST | 2019-01 | Purchase | 2019-06 | $19,162 | $41,283 | Cost | -$22,121 |
| DA DAVIDSON - LT | 1995-12 | Purchase | 2019-06 | $155,522 | $103,565 | Cost | $51,957 |
| DA DAVIDSON - ST | 2019-01 | Purchase | 2019-06 | $36,223 | $32,629 | Cost | $3,594 |
| DA DAVIDSON - LT | 1995-12 | Purchase | 2019-06 | $84,242 | $57,263 | Cost | $26,979 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DA DAVIDSON - VANTAGE | FMV | $1,604,708 | $1,604,708 |
| DA DAVIDSON - WEDGEWOOD LG | FMV | $638 | $638 |
| DA DAVIDSON - CONFLUENCE EQ | FMV | $1,105,355 | $1,105,355 |
| DA DAVIDSON - LEGG CB MULTI | FMV | $914,841 | $914,841 |
| DA DAVIDSON - LEGG CB DIV ST | FMV | $1,026,732 | $1,026,732 |
| DA DAVIDSON - ALTA LARGE CAP | FMV | $1,042,325 | $1,042,325 |
| DA DAVIDSON - CHOICE ACCOUNT | FMV | $1,789,304 | $1,789,304 |
| DA DAVIDSON - CHOICE ACCOUNT | FMV | $1,221,941 | $1,221,941 |
| DA DAVIDSON - MGD ASSETS DIA | FMV | $298,347 | $298,347 |
| DA DAVIDSON - THOMPSON | FMV | $328,876 | $328,876 |
| DA DAVIDSON - HARDING INTL | FMV | $573,154 | $573,154 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Machinery and Equipment | $10,673 | $10,083 | $590 | $3,000 |
| Buildings | $475,276 | $153,262 | $322,014 | $400,000 |
| Improvements | $41,029 | $25,119 | $15,910 | $11,000 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
Note Payable NotePayableGrp
Lender Name LenderNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DA DAVIDSON MARGIN LOAN | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $309,369 | LoanOriginalAmt |
| Note | 2018-02 | NoteDt |
| Security Provided Borrower | BROKERAGE ACCOUNT | SecurityProvidedBorrowerTxt |
| Loan Purpose | SHORT TERM BORROWING | LoanPurposeTxt |
| Lender Consideration | BROKERAGE ACCOUNT | LenderConsiderationDesc |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BOARD MEETING EXPENSE | $15,775 | $15,775 |
| COMMUNITY DEVELOPMENT | $3,935 | $3,935 |
| CONTRACT SERVICES | $6,450 | $6,450 |
| DUES & SUBSCRIPTIONS | $4,336 | $4,336 |
| EMPLOYEE BENEFITS | $28,699 | $28,699 |
| IN-KIND EXPENSES | $37,557 | $37,557 |
| INSURANCE | $2,725 | $2,725 |
| MISCELLANEOUS | $72 | $72 |
| OFFICE SUPPLIES | $6,332 | $6,332 |
| POSTAGE | $91 | $91 |
| PROFESSIONAL DEVELOPMENT | $2,447 | $2,447 |
| TELECOMMUNICATIONS | $3,560 | $3,560 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT | $67,866 | $67,866 | $0 | $0 |
| PROPERTY MANAGEMENT FEES | $9,659 | $0 | $0 | $9,659 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CORPORATE FEE | $50 | $50 | |
| FEDERAL TAXES | $1,168 | $1,168 | |
| FOREIGN TAXES | $2,131 | $2,131 | |
| PAYROLL TAXES | $14,119 | $14,119 | |
| STATE TAXES | $1,175 | $1,175 |
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