2020-02-21T11:01:13-08:00 2019-06-30 134227421 Richard W Brewster CPA PC 670 Superior Ct 106 Medford OR 97504 990PF 2018-07-01 931267972 GORDON ELWOOD FOUNDATION GORD 5412820643 670 SUPERIOR CT MEDFORD OR 97504 KATHY BRYON Executive Dir. 2020-02-18 true RICHARD W BREWSTER CPA P00149843 5417731885 2018 2022-09-23 18:48:47Z X 10375572 X 37557 X 579 579 579 187640 187640 187640 210657 1155906 150248 11544 436433 338467 199763 110000 110000 63791 63791 21593 21593 7424 7424 77525 67866 9659 1422 1422 18643 2131 16512 13814 2869 2727 5698 5698 1716 1716 111979 111979 436474 71419 351099 257921 257921 694395 71419 609020 -257962 267048 199763 22419 55198 55199 309000 152 152 9715644 9906221 9906221 526978 188464 352328 338514 414000 10399391 10300085 10375572 1503 4289 296532 262 298297 4289 X 10101094 10295796 10101094 10295796 10399391 10300085 10101094 -257962 452664 10295796 10295796 DA DAVIDSON - LT P 1995-12-31 2019-06-30 248500 268909 -20409 -20409 DA DAVIDSON - ST P 2019-01-01 2019-06-30 28800 25225 3575 3575 DA DAVIDSON - LT P 1995-12-31 2019-06-30 38500 39564 -1064 -1064 DA DAVIDSON - ST P 2019-01-01 2019-06-30 31035 25338 5697 5697 DA DAVIDSON - LT P 1995-12-31 2019-06-30 252437 194166 58271 58271 DA DAVIDSON - ST P 2019-01-01 2019-06-30 31369 29097 2272 2272 DA DAVIDSON - LT P 1995-12-31 2019-06-30 147776 97731 50045 50045 DA DAVIDSON - LT P 1995-12-31 2019-06-30 82340 30479 51861 51861 150248 11544 false 537694 9880405 0.05442 524904 7885197 0.06657 476296 7448686 0.06394 413835 7537415 0.05490 436226 7401840 0.05894 0.298771 0.059754 9589281 572998 2670 575668 609020 X 2670 2670 2670 1320 1320 1350 false 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 false false false false false 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 110000 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 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.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 189389 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 3935 9735311 0 0 9735311 0 9735311 146030 9589281 479464 479464 2670 2670 476794 476794 476794 609020 609020 2670 606350 476794 18945 105628 132720 54989 312282 609020 0 476794 132226 444508 0 444508 18945 105628 132720 54989 132226 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 257921 257921 579 187640 210657 OTHER INVESTMENT INCOME 398876 398876 false false false false false false false false false false ACCOUNTING 7424 0 0 7424 OFFICE BUILDING 2006-12-28 475276 141075 SL 39.0000 12187 DELL INSPIRON LAPTOP 2013-11-19 617 554 SL 0.0750 46 CARPET 2016-06-09 5000 666 SL 15.0000 333 DELL LAPTOP 2015-08-22 1034 586 SL 5.0000 207 DOCKING STATION 2015-09-24 275 151 SL 5.0000 55 OFFICE REMODEL 2016-07-20 14784 1889 SL 15.0000 986 DA DAVIDSON - ST 2019-01 Purchase 2019-06 19162 41283 Cost -22121 DA DAVIDSON - LT 1995-12 Purchase 2019-06 155522 103565 Cost 51957 DA DAVIDSON - ST 2019-01 Purchase 2019-06 36223 32629 Cost 3594 DA DAVIDSON - LT 1995-12 Purchase 2019-06 84242 57263 Cost 26979 DA DAVIDSON - VANTAGE FMV 1604708 1604708 DA DAVIDSON - WEDGEWOOD LG FMV 638 638 DA DAVIDSON - CONFLUENCE EQ FMV 1105355 1105355 DA DAVIDSON - LEGG CB MULTI FMV 914841 914841 DA DAVIDSON - LEGG CB DIV ST FMV 1026732 1026732 DA DAVIDSON - ALTA LARGE CAP FMV 1042325 1042325 DA DAVIDSON - CHOICE ACCOUNT FMV 1789304 1789304 DA DAVIDSON - CHOICE ACCOUNT FMV 1221941 1221941 DA DAVIDSON - MGD ASSETS DIA FMV 298347 298347 DA DAVIDSON - THOMPSON FMV 328876 328876 DA DAVIDSON - HARDING INTL FMV 573154 573154 Machinery and Equipment 10673 10083 590 3000 Buildings 475276 153262 322014 400000 Improvements 41029 25119 15910 11000 DA DAVIDSON MARGIN LOAN 309369 2018-02 BROKERAGE ACCOUNT SHORT TERM BORROWING BROKERAGE ACCOUNT BOARD MEETING EXPENSE 15775 15775 COMMUNITY DEVELOPMENT 3935 3935 CONTRACT SERVICES 6450 6450 DUES & SUBSCRIPTIONS 4336 4336 EMPLOYEE BENEFITS 28699 28699 IN-KIND EXPENSES 37557 37557 INSURANCE 2725 2725 MISCELLANEOUS 72 72 OFFICE SUPPLIES 6332 6332 POSTAGE 91 91 PROFESSIONAL DEVELOPMENT 2447 2447 TELECOMMUNICATIONS 3560 3560 INVESTMENT MANAGEMENT 67866 67866 0 0 PROPERTY MANAGEMENT FEES 9659 0 0 9659 CORPORATE FEE 50 50 FEDERAL TAXES 1168 1168 FOREIGN TAXES 2131 2131 PAYROLL TAXES 14119 14119 STATE TAXES 1175 1175