2018-11-15T16:56:55-08:00 2018-06-30 134227421 Richard W Brewster CPA PC 670 Superior Ct 106 Medford OR 97504 990PF 2017-07-01 931267972 GORDON ELWOOD FOUNDATION GORD 5412820643 670 SUPERIOR CT MEDFORD OR 97504 KATHY BRYON Executive Dir. 2018-11-15 true RICHARD W BREWSTER CPA P00149843 5417731885 2017 2019-02-21 02:37:17Z X 10461063 X 37645 X 3307 3307 3307 189303 189303 189303 177590 1199303 20193 20193 428038 212803 192610 110529 110529 31970 31970 21061 21061 2200 2200 85252 76035 9217 4403 4403 17906 2192 15714 13891 2514 2514 4189 4189 717 717 153960 153959 448592 82630 352070 186926 186926 635518 82630 538996 -207480 130173 192610 53546 22419 22419 309000 309000 309000 920 9601079 9715644 9715644 526978 174650 366219 352328 414000 10021764 10399391 10461063 7453 1503 296532 262 7453 298297 X 10014311 10101094 10014311 10101094 10021764 10399391 10014311 -207480 294263 10101094 10101094 false 524904 7885197 0.06657 476296 7448686 0.06394 413835 7537415 0.05490 436226 7401840 0.05894 372923 6842492 0.05450 0.298852 0.059770 1302 1302 538996 X 1302 1302 1302 1040 1040 262 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 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 110529 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 three non-profit 501c3 tenants and their associated projects; See web pages for specific goals/outcomes of the tenants: SMART www.getsmartoregon.org; 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) TrainingFacilitated 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 your choices? What does it ta 154222 Cash support for expense 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. 39748 0 0 0 0 0 0 0 0 0 1302 1302 1302 1302 0 538996 538996 1302 537694 0 18945 105628 132720 257293 538996 0 538996 796289 0 796289 18945 105628 132720 538996 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 186926 186926 3307 189303 177590 OTHER INVESTMENT INCOME 20193 390393 390393 false false false false false false false false false false ACCOUNTING 2200 0 0 2200 OFFICE BUILDING 2006-12-28 475276 128888 SL 39.0000 12187 DELL INSPIRON LAPTOP 2013-11-19 617 431 SL 0.2000 123 CARPET 2016-06-09 5000 333 SL 15.0000 333 DELL LAPTOP 2015-08-22 1034 379 SL 5.0000 207 DOCKING STATION 2015-09-24 275 96 SL 5.0000 55 OFFICE REMODEL 2016-07-20 14784 903 SL 15.0000 986 DA DAVIDSON - ST 2017-01 Purchase 2017-12 338218 326916 Cost 11302 DA DAVIDSON - LT 2001-01 Purchase 2017-12 499421 388414 Cost 111007 DA DAVIDSON - ST 2017-01 Purchase 2017-12 130401 140164 Cost -9763 DA DAVIDSON - LT 2001-01 Purchase 2017-12 231263 166219 Cost 65044 DA DAVIDSON - VANTAGE FMV 1567870 1567870 DA DAVIDSON - WEDGEWOOD LG FMV 625 625 DA DAVIDSON - CONFLUENCE EQ FMV 1026276 1026276 DA DAVIDSON - LEGG CB MULTI FMV 989791 989791 DA DAVIDSON - LEGG CB DIV ST FMV 943189 943189 DA DAVIDSON - ALTA LARGE CAP FMV 981222 981222 DA DAVIDSON - CHOICE ACCOUNT FMV 1886723 1886723 DA DAVIDSON - CHOICE ACCOUNT FMV 1056864 1056864 DA DAVIDSON - MGD ASSETS DIA FMV 319555 319555 DA DAVIDSON - THOMPSON FMV 340289 340289 DA DAVIDSON - HARDING INTL FMV 603240 603240 Machinery and Equipment 10673 9775 898 3000 Buildings 475276 141075 334201 400000 Improvements 41029 23800 17229 11000 296532 DA DAVIDSON MARGIN LOAN 309369 296532 2018-02 BROKERAGE ACCOUNT SHORT TERM BORROWING BROKERAGE ACCOUNT BOARD MEETING EXPENSE 8674 8674 COMMUNITY DEVELOPMENT 9435 9435 CONTRACT SERVICES 44872 44872 DUES & SUBSCRIPTIONS 18079 18079 EMPLOYEE BENEFITS 21899 21899 IN-KIND EXPENSES 37557 37557 INSURANCE 2622 2622 MISCELLANEOUS 68 67 OFFICE SUPPLIES 4742 4742 POSTAGE 152 152 PROFESSIONAL DEVELOPMENT 2465 2465 TELECOMMUNICATIONS 3395 3395 OTHER INVESTMENT INCOME 20193 20193 SO OR CHILD & FAMILY COUNCIL 309000 309000 2018-02 2018-08 SHORT TERM SINGLE PAYMENT 3.7500 BUILDING PURCHASE 309000 INVESTMENT MANAGEMENT 76035 76035 0 0 PROPERTY MANAGEMENT FEES 9217 0 0 9217 CORPORATE FEE 50 50 FEDERAL TAXES 2866 2866 FOREIGN TAXES 2192 2192 PAYROLL TAXES 11433 11433 STATE TAXES 1365 1365