GORDON ELWOOD FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- GORDON ELWOOD FOUNDATION (EIN 93-1267972)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-10
- IRS object ID
- 201433149349100658
- Schema version
- 2013v3.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-10T13:38:50-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204749363 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISLER MEDFORD LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 839 ALDER CREEK DR | AddressLine1 |
| City | MEDFORD | City |
| State | OR | State |
| ZIP Code | 97504 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | MEDFORD | City |
| State | OR | State |
| ZIP Code | 97504 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHY BRYON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5412820643 | PhoneNum |
| Signature | 2014-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MONTE WILLIAMS | PreparerPersonNm |
| PTIN | P00033826 | PTIN |
| Phone | 5417797641 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,243,294 | 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 | $28,134 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,143 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,143 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $160,623 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $160,623 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $238,376 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,050,899 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $494 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $494 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $434,770 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $168,260 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $92,844 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $92,844 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $28,021 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $28,021 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $29,464 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $29,464 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,089 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53,447 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,611 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,836 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $16,380 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,547 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $14,833 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $14,495 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $3,756 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,756 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $79,293 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $79,368 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $320,700 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,158 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $258,211 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $178,015 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $178,015 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $498,715 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,158 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $436,226 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$63,945 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $120,102 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $37,728 | CashBOYAmt |
| Cash EOY | $63,826 | CashEOYAmt |
| Cash EOYFMV | $63,826 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $1,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,240 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,240 | PrepaidExpensesEOYFMVAmt |
| Other Investments BOY | $7,067,047 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,792,878 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,792,878 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $507,285 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $121,935 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $399,225 | LandBOYAmt |
| Land EOY | $385,350 | LandEOYAmt |
| Land EOYFMV | $385,350 | LandEOYFMVAmt |
| Total Assets BOY | $7,505,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,243,294 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,243,294 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,987 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,328 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $4,987 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,328 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $7,500,013 | UnrestrictedBOYAmt |
| Unrestricted EOY | $8,238,966 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,500,013 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,238,966 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,505,000 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,243,294 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,500,013 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$63,945 | ExcessRevenueOverExpensesAmt |
| Other Increases | $802,898 | OtherIncreasesAmt |
| Subtotal | $8,238,966 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,238,966 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $372,923 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,842,492 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054501 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $370,273 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,387,455 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068729 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $359,360 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,815,930 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052724 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $380,946 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,512,396 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058496 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $421,016 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,320,981 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.066606 | DistributionYr5Rt |
| Total Distribution | 0.301056 | TotalDistributionRt |
| Average Distribution | 0.060211 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,401,840 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $445,672 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,201 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $446,873 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $436,226 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,402 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,402 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,402 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,240 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,240 | TotalPaymentsAndCreditsAmt |
| Tax Due | $162 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GORDONELWOODFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHY BRYON EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5412820643 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4189 | AddressLine1 |
| City | MEDFORD | City |
| State | OR | State |
| ZIP Code | 97501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL R HEVERLY | ||||||||
| PO BOX 4189 | MEDFORD | OR | 97501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JANET J MURPHY | ||||||||
| PO BOX 4189 | MEDFORD | OR | 97501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| KATHY BRYON | ||||||||
| PO BOX 4189 | MEDFORD | OR | 97501 | EXECUTIVE DIRECTOR | 40.00 | $92,844 | $19,942 | $0 |
| DANIEL KOSMATKA | ||||||||
| PO BOX 4189 | MEDFORD | OR | 97501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEPHANIE JOHNSON | ||||||||
| PO BOX 4189 | MEDFORD | OR | 97501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BURKE RAYMOND | ||||||||
| PO BOX 4189 | MEDFORD | OR | 97501 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| ANNETTE BATZER | ||||||||
| PO BOX 4189 | MEDFORD | OR | 97501 | SECRETARY | 1.00 | $0 | $0 | $0 |
| JOHN DUKE | ||||||||
| PO BOX 4189 | MEDFORD | OR | 97501 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| JULIA BEATTIE | ||||||||
| PO BOX 4189 | MEDFORD | OR | 97501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| STEVE BOYARSKY | ||||||||
| PO BOX 4189 | MEDFORD | OR | 97501 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IN-KIND SUPPORT COVERING OFFICE SPACE, UTILITIES, OFFICE MACHINES, OFFICE SUPPLIES AND CONFERENCE ROOM FOR THREE NON-PROFIT 501(c)3 TENANTS AND THEIR ASSOCIATED PROJECTS; SEE WEB PAGES FOR SPECIFIC GOALS/OUTCOMES OF THE TENANTS:SMART www.getsmartoregon.orgJACKSON COUNTY LITERACY COUNCIL www.roguelrc.orgJEFFERSON REGIONAL HEALTH ALLIANCE www.jeffersonregionalhealthalliance.org (including CHOOSING OPTIONS, HONORING OPTIONS www.cohoroguevalley.org and Oregon Pain Guidelines, formerly the Opioid Prescribers Group) http://www.southernoregonopioidmanagement.org | Description1Txt |
| Expenses1 | $28,134 | Expenses1Amt |
| Description2 | COMMUNITY AND LEADERSHIP DEVELOPMENT PROVIDED BY FOUNDATION STAFF AND/OR CONSULTANTS 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. | Description2Txt |
| Expenses2 | $110,616 | Expenses2Amt |
| Description3 | CASH SUPPORT AND EXPENSE RELATED TO ORGANIZATIONS AND PROJECTS LISTED IN ACTIVITY ONE AND TWO. EXPENSES INCLUDE: - SUPPORTING MEETINGS (EXPENSES), WITH COMMUNITY LEADERS AND GROUPS OF LEADERS; AS WELL AS SPEAKERS, EDUCATIONAL AND RESEARCH FEES.- SCHOLARSHIPS FOR SELECTED GRANTEES TO ATTEND TRAINING AND SEMINARS. | Description3Txt |
| Expenses3 | $6,592 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,437,370 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,188 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,514,558 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,514,558 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $112,718 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,401,840 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $370,092 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $370,092 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,402 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,402 | TotalTaxAmt |
| Distributable Before Adj | $367,690 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $367,690 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $367,690 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $436,226 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $436,226 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $436,226 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $367,690 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $88,772 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $436,226 | QualifyingDistributionsAmt |
| Applied To Year1 | $88,772 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $347,454 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $20,236 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KATHY BRYON EXECUTIVE DIRECTOR GORD | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4189 | AddressLine1 |
| City | MEDFORD | City |
| State | OR | State |
| ZIP Code | 97501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5412820643 | RecipientPhoneNum |
| Recipient Email Address | office@gordonelwoodfoun | 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.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT DEADLINES ARE MARCH 1 AND SEPTEMBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | DISTRIBUTION 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 (35 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACCESS INC | ||||||
| 3630 AVIATION WAY | MEDFORD | OR | 97504 | NON PROFIT | GRANT 766 | $3,250 |
| CASA OF KLAMATH | ||||||
| 403 PINE STREET | KLAMATH FALLS | OR | 97601 | NON PROFIT | GRANT 737 | $6,500 |
| CASA OF CURRY COUNTY | ||||||
| 1000 SE STEPHENS STREET | ROSEBURG | OR | 97470 | NON PROFIT | GRANT 780 | $5,000 |
| CASA OF JACKSON COUNTY | ||||||
| 613 MARKET ST | MEDFORD | OR | 97504 | NON PROFIT | GRANT 761 | $8,000 |
| CHILDRENS ADVOCACY CENTER | ||||||
| 816 W 10TH STREET | MEDFORD | OR | 97501 | NON PROFIT | GRANT 756 | $1,500 |
| COLLEGE DREAMS | ||||||
| PO BOX 1407 | GRANTS PASS | OR | 97526 | NON PROFIT | GRANT 741 | $10,000 |
| COMMUNITY FOUNDATION OF THE KLAMATH BASIN | ||||||
| PO BOX 1903 | KLAMATH FALLS | OR | 97601 | NON PROFIT | GRANT 718 | $5,000 |
| COMMUNITY HEALTH CENTER INC | ||||||
| 19 MYRTLE STREET | MEDFORD | OR | 97504 | NON PROFIT | GRANT 713 | $5,000 |
| COMPASS HOUSE | ||||||
| 1032 W MAIN STREET | MEDFORD | OR | 97501 | NON PROFIT | GRANT 773 | $1,500 |
| FAMILY NURTURING CENTER | ||||||
| 212 N OAKDALE | MEDFORD | OR | 97501 | NON PROFIT | GRANT 763 | $10,000 |
| HEART OF OREGON CORPS | ||||||
| PO BOX 279 | BEND | OR | 97709 | NON PROFIT | GRANT 767 | $5,000 |
| JOSEPHINE COMMUNITY LIBRARIES | ||||||
| 200 NW C STREET | GRANTS PASS | OR | 97526 | NON PROFIT | GRANT 739 | $1,000 |
| KAIROS | ||||||
| 715 SW RAMSEY AVE | GRANTS PASS | OR | 97527 | NON PROFIT | GRANT 707 | $5,000 |
| KID TIME DISCOVERY EXPERIENCE | ||||||
| 106 N CENTRAL | MEDFORD | OR | 97501 | NON PROFIT | GRANT 755 | $8,000 |
| KLAMATH-LAKE CARES | ||||||
| 2220 ELDORADO BLVD | KLAMATH FALLS | OR | 97601 | NON PROFIT | GRANT 731 | $9,700 |
| LA CLINICA | ||||||
| 3617 S PACIFIC HWY | MEDFORD | OR | 97501 | NON PROFIT | GRANT 687 | $5,000 |
| MEDIATION WORKS | ||||||
| 33 NORTH CENTRAL | MEDFORD | OR | 97501 | NON PROFIT | GRANT 758 | $9,000 |
| OPTIONS FOR SO OREGON | ||||||
| 1215 SW G STREET | GRANTS PASS | OR | 97526 | NON PROFIT | GRANT 743 | $5,000 |
| OREGON CHILDRENS FOUNDATION | ||||||
| 101 SW MARKET STREET | PORTLAND | OR | 97201 | NON PROFIT | GRANT 745 | $5,000 |
| PHILANTHROPY NORTHWEST | ||||||
| 2101 FOURTH AVE STE 650 | SEATTLE | WA | 98121 | NON PROFIT | GRANT 750 | $2,865 |
| PHOENIX COUNSELING CENTER | ||||||
| PO BOX 1257 | PHOENIX | OR | 97535 | NON PROFIT | GRANT 740 | $8,200 |
| ROGUE FARM CORP | ||||||
| PO BOX 533 | ASHLAND | OR | 97520 | NON PROFIT | GRANT 734 | $8,000 |
| ROGUE FVALLEY FAMILY YMCA | ||||||
| 522 WEST SIXTH STREET | MEDFORD | OR | 97501 | NON PROFIT | GRANT 757 | $2,500 |
| ROGUE VALLEY YOUTH FOR CHRIST | ||||||
| 529 EDWARDS STREET | MEDFORD | OR | 97501 | NON PROFIT | GRANT 768 | $4,000 |
| ROGUE WORKFORCE PARTNERSHIP - SORS | ||||||
| 100 E MAIN STE 8 | MEDFORD | OR | 97501 | NON PROFIT | GRANT 777 | $10,000 |
| SOU FOUNDATION | ||||||
| 1250 SISKIYOU BLVD | ASHLAND | OR | 97520 | NON PROFIT | GRANT 779 | $5,000 |
| SOUTHERN OREGON CHILD & FAMILY COUNCIL | ||||||
| PO BOX 3697 | CENTRAL POINT | OR | 97502 | NON PROFIT | GRANT 747 | $7,500 |
| SOUTHERN OREGON LATINO SCHOLARSHIP FUND | ||||||
| PO BOX 1087 | MEDFORD | OR | 97501 | NON PROFIT | GRANT 782 | $5,281 |
| SOUTHERN OREGON MIND-BODY OUTREACH | ||||||
| PO BOX 66 | JACKSONVILLE | OR | 97530 | NON PROFIT | GRANT 765 | $2,000 |
| ST VINCENT DE PAUL SOCIETY | ||||||
| PO BOX 1663 | MEDFORD | OR | 97501 | NON PROFIT | GRANT 736 | $2,500 |
| SUNNY WOLF YOUTH SERVICES | ||||||
| PO BOX 233 | WOLF CREEK | OR | 97497 | NON PROFIT | GRANT 732 | $4,000 |
| SUSTAINABLE VALLEY TECHNOLOGY GROUP | ||||||
| PO BOX 1075 | MEDFORD | OR | 97501 | NON PROFIT | GRANT 769 | $1,000 |
| THE NEIGHBORHOOD FOOD PROJECT | ||||||
| PO BOX 1089 | ASLAND | OR | 97520 | NON PROFIT | GRANT 774 | $5,000 |
| WOMEN'S CRISIS SUPPORT CENTER | ||||||
| 560 NE F STREET PMB 430 | GRANTS PASS | OR | 97526 | NON PROFIT | GRANT 764 | $7,000 |
| ROGUE COMMUNITY COLLEGE (GRANT RETURNED) | ||||||
| 3345 REDWOOD HWY | GRANTS PASS | OR | 97527 | NON PROFIT | GRANT RETURNED | -$5,281 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $178,015 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,143 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $160,623 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $494 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $238,376 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $406,636 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $406,636 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JEFFERSON REGIONAL HEALTH ALLIANCE | ||||||
| 1 | 670 SUPERIOR COURT | MEDFORD | OR | 97504 | $5,265 | Yes (X) |
| LITERACY COUNCIL OF JACKSON COUNTY | ||||||
| 2 | 670 SUPERIOR COURT | MEDFORD | OR | 97504 | $2,619 | Yes (X) |
| START MAKING A READER TODAY (SMART) | ||||||
| 3 | 670 SUPERIOR COURT | MEDFORD | OR | 97504 | $20,250 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | IN-KIND SUPPORT FOR OFFICE SPACE, UTILITIES, OFFICE MACHINES AND CONFERENCE ROOM. | $5,265 | 2014-06-30 |
| 2 | IN-KIND SUPPORT FOR OFFICE SPACE, UTILITIES, OFFICE MACHINES AND CONFERENCE ROOM. | $2,619 | 2014-06-30 |
| 3 | IN-KIND SUPPORT FOR OFFICE SPACE, UTILITIES, OFFICE MACHINES AND CONFERENCE ROOM. | $20,250 | 2014-06-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,089 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (12 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FILE CABINET | 2000-01-04 | $600 | $600 | SL | 7.000000000000 | $0 | $0 |
| DRY ERASE BOARD | 2001-06-14 | $428 | $428 | SL | 7.000000000000 | $0 | $0 |
| FIRST PEARL SOFTWARE | 2002-07-08 | $5,750 | $5,750 | SL | 3.000000000000 | $0 | $0 |
| FIREPROOF FILE CABINET | 2005-02-15 | $629 | $629 | SL | 7.000000000000 | $0 | $0 |
| 1 MONITORS, FAX | 2006-01-10 | $330 | $330 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER | 2006-06-06 | $980 | $980 | SL | 5.000000000000 | $0 | $0 |
| 108-208 SUPERIOR COURT OFFICE CONDO | 2006-12-28 | $475,276 | $79,720 | SL | 39.000000000000 | $12,187 | $0 |
| SOUNDSTATION CONFERENCE CALL SYSTEM | 2007-08-06 | $520 | $450 | 200DB | 7.000000000000 | $47 | $0 |
| HEATING COOLING SYSTEMS (2) | 2007-11-05 | $21,245 | $18,401 | 200DB | 7.000000000000 | $1,896 | $0 |
| HP OFFICEJET PRO 8600 | 2012-07-01 | $240 | $40 | SL | 3.000000000000 | $80 | $0 |
| IPAD | 2013-01-02 | $670 | $112 | SL | 3.000000000000 | $223 | $0 |
| DELL INSPIRON LAPTOP | 2013-11-19 | $617 | SL | 5.000000000000 | $62 | $0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| DA DAVIDSON | Purchased | $110,605 | $106,696 | $0 | $3,909 |
| DA DAVIDSON | Purchased | $940,294 | $705,827 | $0 | $234,467 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DIRECT CHARITABLE ACTIVITIES BACKGROUND | IdentifierTxt |
| Form And Line Reference | FORM 990-PF PART IX-A | FormAndLineReferenceDesc |
| Medium Explanation | BEGINNING IN 2003 THE FOUNDATION'S BOARD OF DIRECTORS DECIDED TO INVEST MORE THAN JUST DOLLARS INTO THE FOUR TARGET COUNTIES IN SOUTHERN OREGON TO SUPPORT ITS REGIONAL VISION:JACKSON, JOSEPHINE, KLAMATH AND CURRY COUNTIES ARE HOME TO SUCCESSFUL YOUTH AND INDIVIDUALS, THRIVING FAMILIES AND COMMUNITIES AS DEMONSTRATED BY:- YOUTH AND INDIVIDUALS THRIVE IN SCHOOL AND IN LIFE.- INDIVIDUALS AND FAMILIES LIVE INDEPENDENTLY AND INTERDEPENDENTLY WITH DIGNITY AND RESPECT.- COMMUNITIES EVOLVE AS THE SITUATION OF THE PEOPLE WHO LIVE, WORK AND PLAY IN THESE COMMUNITIES CHANGE OVER TIME.- YOUTH, INDIVIDUALS, FAMILIES AND THE ORGANIZATIONS THAT SERVE THEM ARE CONNECTED CREATING A UNIQUE AND SUSTAINABLE COMMUNITY FABRIC.COMMUNITY SPECIFIC GOALS:- LEVERAGE RESOURCES TO BRING ATTENTION TO COMMUNITY HEALTH & VITALIZATION OPPORTUNITIES.- CREATE OPPORTUNITIES FOR NEW THINKING AND INNOVATIVE APPROACHES ON COMMUNITY ISSUES.- PARTNER WITH PUBLIC AND PRIVATE FUNDERS FOR LEARNING AND ACHIEVING GREATER IMPACT ON COMMUNITY AND REGIONAL ISSUES. - ACT AS A CONVENER TO SURFACE UNDERLYING CAUSE OF COMMUNITY ISSUES AND THE OPPORTUNITY FOR CREATIVE RESOLUTION.EXPENSES TO PROMOTE AND CARRY OUT THESE GOALS ARE OUTSIDE THE CASH GRANTS ALLOCATED EACH YEAR AND ARE RECORDED AND RECOGNIZED AS PART OF THE FOUNDATION'S ADMINISTRATIVE BUDGET IN 990PF FORM AS DIRECT CHARITABLE ACTIVITIES.SPECIFIC 2012-13 ACTIVITY & INFORMATION:A. COMMUNITY INITIATIVES AND PROGRAM SUPPORTJEFFERSON e FUNDERS FORUM (JeFF)- AFFINITY GROUP IS OF SERVICE TO GRANT MAKING ORGANIZATIONS THAT GRANT OUTSIDE OF THEMSELVES FOR THE PURPOSE OF a. BUILDING LEADERSHIP, RESOURCES AND CAPACITY TO SUPPORT THE NONPROFIT SECTOR. b. SHARING INFORMATION AND PERSPECTIVES ON LOCAL PHILANTHROPY AND THE INTERSECTION WITH PUBLIC FUNDING STREAMS. c. COOPERATIVELY EXPLORING AND DEVELOPING COMPREHENSIVE AND EFFECTIVE APPROACHES TO FUNDING VIABLE COMMUNITY PROGRAMS OR PROJECTS. d. SHARING EXPERIENCES AND LEVERAGING IMPACT ON THE COMMUNITIES WE REPRESENT AND SUPPORT. e. BRINGING TOGETHER REPRESENTATION FROM ALL ASPECTS OF PHILANTHROPY FOR THE PURPOSE OF COMMUNICATING NEEDS, AND BRINGING ABOUT CHANGE AND SHARED RESPONSIBILITY IN AND FOR OUR COMMUNITY. SOUTHERN OREGON SUCCESS: A 0-24 COLLECTIVE IMPACT INITIATIVE- VISION: WE ENVISION FLOURISHING CHILDREN, YOUTH AND FAMILIES PRENATAL TO 24 IN JACKSON AND JOSEPHINE COUNTIES: - ALL FAMILIES RECEIVE THE SUPPORT TO NURTURE THEIR CHILDREN. - ALL CHILDREN ARE READY FOR KINDERGARTEN - ALL YOUTH SUCCEED IN SCHOOL AND LIFE - WE LIVE IN A THRIVING ECONOMY- MISSION: WE WEAVE TOGETHER THE TALENT, EXPERTISE AND RESOURCES OF THE ENTIRE COMMUNITY TO PROMOTE THE WELL-BEING, ACADEMIC SUCCESS FOR OUR CHILDREN, YOUTH AND FAMILIES. - OUR STRATEGIES: UNDERSTAND AND SUPPORT OUR INDIVIDUAL MISSIONS AND GOALS; IDENTIFY AND INTEGRATE BEST PRACTICES THROUGHOUT THE CONTINUUM; CREATE AND PROMOTE A SHARED REGIONAL AGENDA WITH GOALS THAT ARE COLLABORATIVE, MEASUREABLE, AND ACCOUNTABLE.JEFFERSON REGIONAL HEALTH ALLIANCE www.jeffersonregionalhealthalliance.orgREGIONAL HEALTH AND HEALTH SYSTEM IMPROVEMENT & TRANSFORMATION:OVERVIEW AND STRUCTURE:IN 2004, A SMALL NUMBER OF INTERESTED COLLABORATORS AND THE GORDON ELWOOD FOUNDATION CONVENED OVER 60 KEY COMMUNITY AND HEALTH CARE LEADERS FROM INSURANCE COMPANIES, HOSPITALS, COUNTY HEALTH DEPARTMENTS, THE LOCAL STATE UNIVERSITY, CORPORATIONS, SCHOOL DISTRICTS, NURSES, AND PHYSICIANS, TO TALK WITH PETER SENGE, MIT RESEARCHER AND WRITER, WELL KNOWN FOR THE FIFTH DISCIPLINE AND CREATING "LEARNING ORGANIZATIONS." THE IMMEDIATE OUTCOME FROM THIS HEALTH CARE LEADERSHIP SUMMIT WAS THE BIRTH OF A "HEALTH CARE THINK TANK" IN 2005. THE SMALL GROUP NAMED THEMSELVES THE JEFFERSON REGIONAL HEALTH ALLIANCE (JRHA) WITH THE PURPOSE TO IMPROVE THE HEALTH AND HEALTHCARE RESOURCES OF SOUTHERN OREGONIANS. SINCE THEN, JRHA HAS EVOLVED INCREMENTALLY INTO A SMALL BUT MIGHTY NON-PROFIT AIMED AT ADDRESSING SYSTEMIC ISSUES FROM A HIGHER VANTAGE POINT, AS WELL AS A FACILITATOR/COORDINATOR OF REGIONAL HEALTH CARE SYSTEM RELATED INITIATIVES. THE LEADERSHIP COUNCIL MEETINGS FUNCTION AS A VEHICLE FOR CULTIVATING RELATIONSHIPS AMONG THE ALLIANCE MEMBERS AND THEIR ORGANIZATIONS THAT ARE KEY TO THE PROVISION OF HEALTH CARE SERVICES AND NECESSARY TO "SYSTEM RE-THINKING" IN THE REGION. JRHA IS ALSO A NEUTRAL PLACE FROM WHICH THE COMMUNITY CAN BEGIN TO BETTER COORDINATE AND LEVERAGE RESOURCES TO ENSURE ACCESS TO CARE, IMPROVED HEALTH STATUS, AND A MORE EFFECTIVE HEALTH CARE DELIVERY SYSTEM IN THE REGION. COUNCIL MEMBERS AND SPONSORS ARE DEEPLY INVESTED IN THE HEALTH AND HEALTH CARE SERVICES NEEDED IN THIS PRIMARILY RURAL REGION OF OREGON AND NORTHERN CALIFORNIA.MISSION: JEFFERSON REGIONAL HEALTH ALLIANCE IS A COLLABORATION OF REGIONAL COMMUNITY LEADERS FROM ALL SECTORS ACTING IN A LEADERSHIP ROLE TO IMPROVE THE HEALTH AND HEALTH CARE RESOURCES OF SOUTHERN OREGONIANS. URBAN MEDFORD BEAR CREEK GREENWAY CORRIDOR TEAM:WE INVISION AN ECOLOGICALLY HEALTHY BEAR CREEK, A WELL-TRAVELLED GREENWAY AND A FULLY APPRECIATED HAWTHORNE PARK WITH GREEN SPACES THAT MAKE UP THE CORRIDOR FROM 10TH STREET TO MCANDREWS ROAD THROUGH THE REVITALIZATION OF THE URBAN MEDFORD BEAR CREEK GREENWAY CORRIDOR.THE HEALTH OF BEAR CREEK IS RELIANT ON THE REMOVAL OF INVASIVE VEGETATION AND REESTABLISHMENT OF NATIVE PLANTS ALONG THE BANK WHICH CREATES A MORE SUSTAINABLE HABITAT FOR RETURNING SALMON. A BEAUTIFUL AND SAFE GEENWAY TRAIL OFFERS EASY ACCESS FOR ALL CITIZENS AND INCLUDES ADEQUATE LIGHTING AND INSPIRING ARTWORK INCLUDING AN INSTALLATION ON THE I-5 OVERPASS PILLARS. THE UPGRADES TO HAWTHORNE PARK WILL FACILITATE COMMUNITY FESTIVALS THROUGHOUT THE YEAR. THE REVITALIZED CORRIDOR HELPS RE-INVIGORATE CIVIC PRIDE OF PLACE, GENERATES NEW OPPORTUNITIES FOR DOWNTOWN BUSINESSES AND REESTABLISHES HABITAT FOR THE WILDLIFE IN AND ALONG BEAR CREEK.WHEN COMPLETE, THE URBAN MEDFORD BEAR CREEK GREENWAY CORRIDOR WILL BE VASTLY IMPROVED AS A LOCAL AND REGIONAL ASSET. IT WILL ENCOURAGE HEALTHY ACTIVITY IN A RESORATIVE ENVIRONMENT. IT WILL BE A PLACE OF PRIDE FOR COMMUNITY MEMBERS AND AN ATTRACTION FOR VISITORS. IT WILL CREATIVELY UNITE OUR URBAN CENTER WITH OUR DISTINCTIVE NATURAL ENVIRONMENT.NON-PROFIT ORGANIZATION, LEADERSHIP & MANAGEMENT SUPPORT-PROVIDE AS REQUESTED SERVICES OF CONVENING, COACHING, FACILITATING, TRAINING, TRANSCRIBING, AND SERVING AS A THINKING PARTNER TO POSITIVELY IMPACT YOUTH, INDIVIDUALS, FAMILIES, ORGANIZATIONS AND COMMUNITIES IN ALIGNMENT WITH FOUNDATION VISION AND GOALS. 51 NONPROFITS ASSISTED WITH FOUNDATION STAFF SUPPORT. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DA DAVIDSON - VANTAGE | FMV | $1,100,502 | $1,100,502 |
| DA DAVIDSON - ATALANTA SOSNOFF | FMV | $583,978 | $583,978 |
| DA DAVIDSON - NJF | FMV | $912,366 | $912,366 |
| DA DAVIDSON - CLEARBRIDGE MULTI | FMV | $1,060,972 | $1,060,972 |
| DA DAVIDSON - BRANDES ALL CAP VALUE | FMV | $790,904 | $790,904 |
| DA DAVIDSON - WINSLOW | FMV | $842,811 | $842,811 |
| DA DAVIDSON - THORNBURG | FMV | $501,650 | $501,650 |
| DA DAVIDSON - ADVISOR ACCOUNT | FMV | $1,997,925 | $1,997,925 |
| DA DAVIDSON - MGD ASSETS DIA | FMV | $1,770 | $1,770 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FILE CABINET | $600 | $600 | $0 | $0 |
| DRY ERASE BOARD | $428 | $428 | $0 | $0 |
| FIRST PEARL SOFTWARE | $5,750 | $5,750 | $0 | $0 |
| FIREPROOF FILE CABINET | $629 | $629 | $0 | $0 |
| 1 MONITORS, FAX | $330 | $330 | $0 | $0 |
| COMPUTER | $980 | $980 | $0 | |
| 108-208 SUPERIOR COURT OFFICE CONDO | $475,276 | $91,907 | $383,369 | $383,369 |
| SOUNDSTATION CONFERENCE CALL SYSTEM | $520 | $497 | $23 | $23 |
| HEATING COOLING SYSTEMS (2) | $21,245 | $20,297 | $948 | $948 |
| HP OFFICEJET PRO 8600 | $240 | $120 | $120 | $120 |
| IPAD | $670 | $335 | $335 | $335 |
| DELL INSPIRON LAPTOP | $617 | $62 | $555 | $555 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $3,923 | $0 | $3,923 |
| POSTAGE | $156 | $0 | $156 |
| INSURANCE | $2,419 | $0 | $2,419 |
| TELECOMMUNICATIONS | $3,051 | $0 | $3,051 |
| BOARD MEETING EXPENSES | $7,534 | $0 | $7,534 |
| DUES & SUBSCRIPTIONS | $4,488 | $0 | $4,488 |
| CONTRACT SERVICES | $8,687 | $0 | $8,687 |
| PROFESSIONAL DEVELOPMENT | $6,875 | $0 | $6,875 |
| COMMUNITY DEVELOPMENT | $10,592 | $0 | $10,667 |
| UTILITIES | $2,682 | $0 | $2,682 |
| IN-KIND EXPENSES | $28,134 | $0 | $28,134 |
| LIBRARY | $0 | $0 | $0 |
| EQUIPMENT REPAIR AND MAINTENANCE | $0 | $0 | $0 |
| PRINTING | $752 | $0 | $752 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Erisa settlement and Worldcom | Desc |
| Revenue And Expenses Per Books | $494 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $494 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $494 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN | Description |
| Amount | $802,898 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $46,611 | $46,611 | $0 |
| PROPERTY MANAGEMENT FEES | $6,836 | $0 | $6,836 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $2,088 | $0 | $2,088 |
| FOREIGN TAXES | $1,547 | $1,547 | $0 |
| CORPORATE FEE | $50 | $0 | $50 |
| PAYROLL TAXES | $11,850 | $0 | $11,850 |
| STATE TAXES | $845 | $0 | $845 |
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