GORDON ELWOOD FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GORDON ELWOOD FOUNDATION (EIN 93-1267972)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-14
- IRS object ID
- 201343189349101249
- Schema version
- 2012v2.1
- 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
- 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) |
|---|---|---|
| Timestamp | 2013-11-14T16:19:14-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204749363 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISLER MEDFORD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931267972 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORDON ELWOOD FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GORD | NameControl |
| Phone | 5412820643 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4189 | AddressLine1 |
| City | MEDFORD | City |
| State | OR | State |
| ZIP Code | 97501 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KATHY BRYON | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 5412820643 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MONTE WILLIAMS | Name |
| PTIN | P00033826 | PTIN |
| Phone | 5417797641 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 7505000 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 28134 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 26234 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 26234 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 144489 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 144489 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 313194 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 2074200 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 159 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 159 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 512210 | TotalRevenueAndExpenses |
| Total Net Investment Income | 170882 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 89587 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 89587 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 25647 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 0 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 24647 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 28313 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 0 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 28313 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 3250 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 3250 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 65332 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 59003 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 6329 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 14735 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1622 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 13113 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 14281 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 3098 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 3098 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 62741 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 62739 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 306984 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 60625 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 231076 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 141847 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 141847 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 448831 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 60625 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 372923 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 63379 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 110257 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 9005 | CashBOY |
| Cash EOY | 37728 | CashEOY |
| Cash EOYFMV | 37728 | CashEOYFMV |
| Accounts Receivable BOY | 300000 | AccountsReceivableBOY |
| Prepaid Expenses BOY | 1960 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 1000 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 1000 | PrepaidExpensesEOYFMV |
| Investments Other BOY | 6274223 | InvestmentsOtherBOY |
| Investments Other EOY | 7067047 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 7067047 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 507087 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 107862 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 412596 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 399225 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 399225 | LandBuildingAndEquipmentEOYFMV |
| Total Assets BOY | 6997784 | TotalAssetsBOY |
| Total Assets EOY | 7505000 | TotalAssetsEOY |
| Total Assets EOYFMV | 7505000 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 1175 | AccountsPayableBOY |
| Accounts Payable EOY | 4987 | AccountsPayableEOY |
| Total Liabilities BOY | 1175 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4987 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 6996609 | UnrestrictedBOY |
| Unrestricted EOY | 7500013 | UnrestrictedEOY |
| Total Net Assets BOY | 6996609 | TotalNetAssetsBOY |
| Total Net Assets EOY | 7500013 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6997784 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 7505000 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6996609 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 63379 | ExcessOfRevenueOverExpenses |
| Other Increases | 440025 | OtherIncreases |
| Subtotal | 7500013 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 7500013 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 370273 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5387455 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.068729 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 359360 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6815930 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.052724 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 380946 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6512396 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.058496 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 421016 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6320981 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.066606 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 498107 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 8924106 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.055816 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.302371 | TotalDistributionRatio |
| Average Distribution Ratio | 0.060474 | AverageDistributionRatio |
| Net Noncharitable Assets | 6842492 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 413793 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1103 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 414896 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 372923 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2205 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2205 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2205 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1000 | TotalCreditsAndPayments |
| Tax Due | 1205 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OR | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.GORDONELWOODFOUNDATION.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHY BRYON EXECUTIVE DIRECTOR | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5412820643 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (11 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 |
| JOHN HARMON | ||||||||
| PO BOX 4189 | MEDFORD | OR | 97501 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| KATHY BRYON | ||||||||
| PO BOX 4189 | MEDFORD | OR | 97501 | EXECUTIVE DIRECTOR | 40.00 | 89587 | 22588 | 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| 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) | Description1 |
| Expenses1 | 28134 | Expenses1 |
| 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. | Description2 |
| Expenses2 | 95462 | Expenses2 |
| 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. | Description3 |
| Expenses3 | 3876 | Expenses3 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 6891109 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 55583 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6946692 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 6946692 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 104200 | CashDeemedCharitable |
| Net Noncharitable Assets | 6842492 | NetNoncharitableAssets |
| Minimum Investment Return | 342125 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 342125 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2205 | TaxBasedOnInvestmentIncome |
| Total Tax | 2205 | TotalTax |
| Distributable Amount Before Adj | 339920 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 339920 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 339920 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 372923 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 372923 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 372923 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 339920 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 121775 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 372923 | QualifyingDistributions |
| Applied To Year1 | 121775 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 251148 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 88772 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | KATHY BRYON EXECUTIVE DIRECTOR GORD | RecipientName |
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 Number | 5412820643 | RecipientPhoneNumber |
| Recipient Email Address | office@gordonelwoodfoundation.org | RecipientEmailAddress |
| 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 | FormAndInfoAndMaterials |
| Submission Deadlines | GRANT DEADLINES ARE MARCH 1 AND SEPTEMBER 1 | SubmissionDeadlines |
| 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. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (25 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| WILD RIVERS COMMUNITY FOUNDATION | ||||||
| 879 J STREET | CRESCENT CITY | CA | 95531 | NON PROFIT | GRANT 696 | $2,000 |
| PHILANTHROPY NORTHWEST | ||||||
| 2101 FOURTH AVE SUITE 650 | SEATTLE | WA | 98121 | NON PROFIT | GRANT | $2,200 |
| JACKSON COUNTY COMM SRVS CONSORTIUM | ||||||
| PO BOX 1087 | MEDFORD | OR | 97501 | NON PROFIT | GRANT 730 | $250 |
| OREGON NONPROFIT LEADERS CONFERENCE CO UNITED WAY OF JACKSON COUNTY | ||||||
| 769 SPRING STREET | MEDFORD | OR | 97501 | NON PROFIT | GRANT | $1,000 |
| OPTIONS FOR SOUTHERN OREGON | ||||||
| SW G STREET | GRANTS PASS | OR | 97526 | NON PROFIT | GRANT 667 | $2,500 |
| LA CLINICA DEL VALLE | ||||||
| 3617 S PACIFIC HIGHWAY | MEDFORD | OR | 97501 | NON PROFIT | GRANT 687 | $5,000 |
| CITIZENS FOR SAFE SCHOOLS | ||||||
| PO BOX 243 | KLAMATH FALLS | OR | 97601 | NON PROFIT | GRANT 700 | $7,500 |
| KLAMATH COUNTY LIBRARY FOUNDATION | ||||||
| PO BOX 7304 | KLAMATH FALLS | OR | 97602 | NON PROFIT | GRANT 702 | $5,000 |
| CASA OF CURRY COUNTY | ||||||
| 1000 SE STEPHENS ST | ROSEBURG | OR | 97470 | NON PROFIT | GRANT 703 | $7,500 |
| ROGUE OUTREACH CENTER | ||||||
| 211 PINE STREET | ROGUE RIVER | OR | 97537 | NON PROFIT | GRANT 704 | $3,500 |
| COLLEGE DREAMS | ||||||
| PO BOX 1407 | GRANTS PASS | OR | 97526 | NON PROFIT | GRANT 705 | $10,000 |
| HEART OF OREGON CORPS | ||||||
| PO BOX 279 | BEND | OR | 97709 | NON PROFIT | GRANT 706 | $6,000 |
| KAIROS | ||||||
| 715 RAMSEY AVE | GRANTS PASS | OR | 97527 | NON PROFIT | GRANT 707 | $5,000 |
| WOMEN'S CRISIS SUPPORT TEAM | ||||||
| 560 NE F STREET STE A430 | GOLD BEACH | OR | 97526 | NON PROFIT | GRANT 709 | $7,797 |
| GRANTS PASS FAMILY YMCA | ||||||
| PO BOX 5439 | GRANTS PASS | OR | 97527 | NON PROFIT | GRANT 711 | $5,000 |
| COMMUNITY HEALTH CENTER | ||||||
| 19 MYRTLE STREET | MEDFORD | OR | 97504 | NON PROFIT | GRANT 713 | $5,000 |
| CASA OF JACKSON COUNTY | ||||||
| 613 MARKET STREET | MEDFORD | OR | 97504 | NON PROFIT | GRANT 716 | $10,000 |
| ROSS RAGLAND THEATER | ||||||
| 218 N 7TH STREET | KLAMATH FALLS | OR | 97601 | NON PROFIT | GRANT 717 | $7,500 |
| COMMUNITY FOUNDATION OF THE KLAMATH BASIN | ||||||
| PO BOX 1903 | KLAMATH FALLS | OR | 97601 | NON PROFIT | GRANT 718 | $5,000 |
| KIDS UNLIMITED OF OREGON | ||||||
| 821 N RIVERSIDE | MEDFORD | OR | 97501 | NON PROFIT | GRANT 719 | $10,000 |
| ROGUE WORKFORCE PARTNERSHIP (RWP) | ||||||
| 100 E MAIN SUITE 8 | MEDFORD | OR | 97501 | NON PROFIT | GRANT 720 | $9,100 |
| KID TIME DISCOVERY EXPERIENCE | ||||||
| 106 N CENTRAL | MEDFORD | OR | 97501 | NON PROFIT | GRANT 722 | $10,000 |
| OREGON CHILDREN'S FOUNDATION DBA SMART | ||||||
| 126 S THIRD STREET | KLAMATH FALLS | OR | 97601 | NON PROFIT | GRANT 723 | $5,000 |
| THE NEIGHBORHOOD FOOD PROJECT | ||||||
| PO BOX 1089 | ASHLAND | OR | 97520 | NON PROFIT | GRANT 726 | $5,000 |
| LIVING OPPORTUNITIES | ||||||
| PO BOX 1105 | MEDFORD | OR | 97501 | NON PROFIT | GRANT 729 | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 141847 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $26,234 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $144,489 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $159 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $313,194 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $484,076 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 484076 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (4 entries)
| Contributor NumberContributorNumber | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|
| JEFFERSON REGIONAL HEALTH ALLIANCE | ||||||
| 1 | 670 SUPERIOR COURT | MEDFORD | OR | 97504 | 2632 | X |
| LITERACY COUNCIL OF JACKSON COUNTY | ||||||
| 2 | 670 SUPERIOR COURT | MEDFORD | OR | 97504 | 2619 | X |
| MEDFORD SCHOOLS FOUNDATION | ||||||
| 3 | 670 SUPERIOR COURT | MEDFORD | OR | 97504 | 2633 | X |
| START MAKING A READER TODAY (SMART) | ||||||
| 4 | 670 SUPERIOR COURT | MEDFORD | OR | 97504 | 20250 | X |
Noncash Property NoncashProperty (4 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 1 | IN-KIND SUPPORT FOR OFFICE SPACE, UTILITIES, OFFICE MACHINES AND CONFERENCE ROOM. | 2632 | 2013-06-30 |
| 2 | IN-KIND SUPPORT FOR OFFICE SPACE, UTILITIES, OFFICE MACHINES AND CONFERENCE ROOM. | 2619 | 2013-06-30 |
| 3 | IN-KIND SUPPORT FOR OFFICE SPACE, UTILITIES, OFFICE MACHINES AND CONFERENCE ROOM. | 2633 | 2013-06-30 |
| 4 | IN-KIND SUPPORT FOR OFFICE SPACE, UTILITIES, OFFICE MACHINES AND CONFERENCE ROOM. | 20250 | 2013-06-30 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,250 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 3250 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (11 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | Computation MethodComputationMethod | LifeLife | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|---|
| 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 | 5750 | 5750 | SL | 3.000000000000 | 0 | 0 |
| FIREPROOF FILE CABINET | 2005-02-15 | 629 | 629 | SL | 7.000000000000 | 0 | 0 |
| 2 MONITORS, PRINTER, FAX | 2006-01-10 | 750 | 750 | SL | 5.000000000000 | 0 | 0 |
| COMPUTER | 2006-06-06 | 979 | 979 | SL | 5.000000000000 | 0 | 0 |
| 108-208 SUPERIOR COURT OFFICE CONDO | 2006-12-28 | 475276 | 67536 | SL | 39.000000000000 | 12187 | 0 |
| SOUNDSTATION CONFERENCE CALL SYSTEM | 2007-08-06 | 520 | 404 | 200DB | 7.000000000000 | 46 | 0 |
| HEATING COOLING SYSTEMS (2) | 2007-11-05 | 21245 | 16505 | 200DB | 7.000000000000 | 1896 | 0 |
| HP OFFICEJET PRO 8600 | 2012-07-01 | 240 | SL | 3.000000000000 | 40 | 0 | |
| IPAD | 2013-01-02 | 670 | SL | 3.000000000000 | 112 | 0 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (3 entries)
| NameName | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | BasisBasis | Sales ExpenseSalesExpense | Total NetTotalNet |
|---|---|---|---|---|---|
| DA DAVIDSON | Purchased | 466837 | 453605 | 0 | 13232 |
| DA DAVIDSON | Purchased | 1607271 | 1307401 | 0 | 299870 |
| DA DAVIDSON - CASH IN LIEU | Purchased | 92 | 0 | 92 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DIRECT CHARITABLE ACTIVITIES BACKGROUND | Identifier |
| Return Reference | FORM 990-PF PART IX-A | ReturnReference |
| 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.ROGUE VALLEY FOOD SYSTEM FUNDERS SUB COMMITTEE & REGIONAL PLANNING PROCESS:- GEF STAFF/CONTRACTORS/INTERNS: - SUPPORT JeFF SUB-COMMITTEE ON THE FOOD SYSTEM CONTINUUM TO EXPLORE JACKSON COUNTY REALITIES (2007-2012). - SUPPORT APPLICATION PROCESS FOR LEAD AGENCY, ACCESS TO STATEWIDE FUNDER FOR PLANNING WORK (2010-2011). - THROUGH GRANTS OR OTHER PROGRAMS 2007-2012. - SUPPORT APPLICANT ORGANIZATION WITH PROJECT DEVELOPMENT FOR MEYER MEMORIAL TRUST FOOD SYSTEM INITIATIVE AWARD. - SUPPORT REGIONAL PARTNERS IN DEVELOPING PROCESS TOOLS FOR ASSESSMENT AND PLANNING PROCESS: A LOGIC MODEL FRAMEWORK CLARIFYING INITIAL SHARED GOALS AND OUTCOMES, CREATION OF MOU, STEERING COMMITTEE DESCRIPTION, COORDINATOR JOB DESCRIPTION, ROGUE VALLEY PLANNING PROCESS "STORY" FOR STEERING COMMITTEE MEMBERS, STEERING COMMITTEE BINDERS. - SUPPORT LEAD AGENCY TO REQUEST PLANNING PROCESS FINANCIAL SUPPORT THROUGH JEFFERSON FUNDERS FORUM TO RAISE FUNDS IN SUPPORT OF THE REGIONAL PROJECT AND THREE NON-PROFIT PARTNERS OVERSEEING THE REGIONAL ASSESSMENT AND PLANNING PROJECT. 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. 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. | Explanation |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (9 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| DA DAVIDSON - VANTAGE | FMV | 1186619 | 1186619 |
| DA DAVIDSON - ATALANTA SOSNOFF | FMV | 544509 | 544509 |
| DA DAVIDSON - NJF | FMV | 789090 | 789090 |
| DA DAVIDSON - CLEARBRIDGE MULTI | FMV | 861779 | 861779 |
| DA DAVIDSON - BRANDES ALL CAP VALUE | FMV | 678123 | 678123 |
| DA DAVIDSON - WINSLOW | FMV | 660501 | 660501 |
| DA DAVIDSON - THORNBURG | FMV | 435989 | 435989 |
| DA DAVIDSON - ADVISOR ACCOUNT | FMV | 1908667 | 1908667 |
| DA DAVIDSON - MGD ASSETS DIA | FMV | 1770 | 1770 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (11 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|---|
| FILE CABINET | 600 | 600 | 0 | |
| DRY ERASE BOARD | 428 | 428 | 0 | |
| FIRST PEARL SOFTWARE | 5750 | 5750 | 0 | |
| FIREPROOF FILE CABINET | 629 | 629 | 0 | |
| 2 MONITORS, PRINTER, FAX | 750 | 750 | 0 | |
| COMPUTER | 979 | 979 | 0 | |
| 108-208 SUPERIOR COURT OFFICE CONDO | 475276 | 79723 | 395553 | |
| SOUNDSTATION CONFERENCE CALL SYSTEM | 520 | 450 | 70 | |
| HEATING COOLING SYSTEMS (2) | 21245 | 18401 | 2844 | |
| HP OFFICEJET PRO 8600 | 240 | 40 | 200 | 240 |
| IPAD | 670 | 112 | 558 | 670 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (13 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| OFFICE SUPPLIES | 3887 | 0 | 3885 |
| POSTAGE | 364 | 0 | 364 |
| INSURANCE | 2415 | 0 | 2415 |
| TELECOMMUNICATIONS | 2873 | 0 | 2873 |
| BOARD MEETING EXPENSES | 2522 | 0 | 2522 |
| DUES & SUBSCRIPTIONS | 4601 | 0 | 4601 |
| CONTRACT SERVICES | 5187 | 0 | 5187 |
| PROFESSIONAL DEVELOPMENT | 1573 | 0 | 1573 |
| COMMUNITY DEVELOPMENT | 3876 | 0 | 3876 |
| UTILITIES | 2278 | 0 | 2278 |
| IN-KIND EXPENSES | 28134 | 0 | 28134 |
| LIBRARY | 281 | 0 | 281 |
| EQUIPMENT REPAIR AND MAINTENANCE | 4750 | 0 | 4750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SEC SETTLEMENT ON TYCO INTL | Description |
| Revenue And Expenses Per Books | 159 | RevenueAndExpensesPerBooks |
| Net Investment Income | 159 | NetInvestmentIncome |
| Adjusted Net Income | 159 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN | Description |
| Amount | $440,025 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $59,003 | 59003 | 0 |
| PROPERTY MANAGEMENT FEES | $6,329 | 0 | 6329 |
Taxes Schedule TaxesSchedule
Taxes Taxes (5 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAXES | $989 | 0 | 989 |
| FOREIGN TAXES | $1,622 | 1622 | 0 |
| CORPORATE FEE | $50 | 0 | 50 |
| PAYROLL TAXES | $11,316 | 0 | 11316 |
| STATE TAXES | $758 | 0 | 758 |
Comments