2020-12-22T14:47:08-08:00 2020-06-30 134227421 Richard W Brewster CPA PC 670 Superior Ct 106 Medford OR 97504 990PF 2019-07-01 931267972 GORDON ELWOOD FOUNDATION GORD 5412820643 670 SUPERIOR CT MEDFORD OR 97504 KATHY BRYON Executive Dir. 2020-12-15 true RICHARD W BREWSTER CPA P00149843 5417731885 2019 2021-04-22 16:20:28Z X 9771543 X 42557 X 651 651 651 176959 176959 176959 86204 2252882 86204 6371 1368 307739 263814 183981 119824 119824 57403 57403 25547 25547 15835 15835 77085 67713 9372 20941 20941 13848 2295 2295 3216 3216 140745 140745 476739 67713 395178 247104 247104 723843 67713 642282 -416104 196101 183981 55198 119826 119826 152 719 719 9906221 9237998 9237998 527456 202312 338514 325144 413000 10300085 9683687 9771543 4289 13125 4289 13125 X 10295796 10295796 9670562 10300085 9683687 10295796 -416104 9879692 209130 9670562 DA DAVIDSON - ST P 2019-01-01 2019-12-31 16682 13977 2705 2705 DA DAVIDSON - LT P 2000-01-01 2019-12-31 258365 138987 119378 119378 DA DAVIDSON - ST P 2019-01-01 2019-12-31 11555 12390 -835 -835 DA DAVIDSON - LT P 2000-01-01 2019-12-31 45517 42999 2518 2518 DA DAVIDSON - ST P 2019-01-01 2019-12-31 8938 8992 -54 -54 DA DAVIDSON - LT P 2000-01-01 2019-12-31 1117274 1155629 -38355 -38355 DA DAVIDSON - ST P 2019-01-01 2019-12-31 12975 12983 -8 -8 DA DAVIDSON - LT P 2000-01-01 2019-12-31 377461 444554 -67093 -67093 DA DAVIDSON - ST P 2019-01-01 2019-12-31 11 11 DA DAVIDSON - LT P 2000-01-01 2019-12-31 47240 81537 -34297 -34297 DA DAVIDSON - ST P 2019-01-01 2019-12-31 35894 31331 4563 4563 DA DAVIDSON - LT P 2000-01-01 2019-12-31 320970 223288 97682 97682 86204 6371 false 606350 9589281 0.06323 537694 9880405 0.05442 524904 7885197 0.06657 476296 7448686 0.06394 413835 7537415 0.05490 0.303068 0.060614 9466079 573777 1961 575738 642282 X 1961 1961 1961 2680 2680 719 719 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 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 119824 DANIEL KOSMATKA 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Treasurer 2.00 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 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 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.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 216648 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 6379 9610232 0 0 9610232 0 9610232 144153 9466079 473304 473304 1961 1961 471343 471343 471343 642282 642282 1961 640321 471343 18945 105628 132720 54989 132226 444508 642282 0 471343 170939 615447 0 18945 596502 105628 132720 54989 132226 170939 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 247104 247104 651 176959 86204 OTHER INVESTMENT INCOME 1368 265182 265182 false false false false false false false false false false 15835 0 0 15835 OFFICE BUILDING 2006-12-28 475276 153262 SL 39.0000 12187 CARPET 2016-06-09 5000 999 SL 15.0000 333 DELL LAPTOP 2015-08-22 1034 793 SL 5.0000 207 DOCKING STATION 2015-09-24 275 206 SL 5.0000 55 OFFICE REMODEL 2016-07-20 14784 2875 SL 15.0000 986 CHROME NOTEBOOKS 2019-09-11 478 SL 5.0000 80 Machinery and Equipment 11151 10425 726 3000 Buildings 475276 165449 309827 400000 Improvements 41029 26438 14591 10000 DA DAVIDSON MARGIN LOAN 309369 2018-02 BROKERAGE ACCOUNT SHORT TERM BORROWING BROKERAGE ACCOUNT MARKET LOSSES 209130 BOARD MEETING EXPENSE 7894 7894 COMMUNITY DEVELOPMENT 6379 6379 CONTRACT SERVICES 36537 36537 DUES & SUBSCRIPTIONS 14058 14058 EMPLOYEE BENEFITS 26055 26055 IN-KIND EXPENSES 37557 37557 INSURANCE 3009 3009 MISCELLANEOUS 292 292 OFFICE SUPPLIES 3597 3597 POSTAGE 126 126 PROFESSIONAL DEVELOPMENT 2159 2159 TELECOMMUNICATIONS 3082 3082 OTHER INVESTMENT INCOME 1368 INVESTMENT MANAGEMENT 67713 67713 0 0 PROPERTY MANAGEMENT FEES 9372 0 0 9372 CORPORATE FEE 50 50 FEDERAL TAXES 3463 3463 FOREIGN TAXES 2134 2134 PAYROLL TAXES 14098 14098 STATE TAXES 1196 1196