2013-11-14T16:19:14-06:00 2013-06-30 204749363 ISLER MEDFORD LLC 839 ALDER CREEK DR MEDFORD OR 97504 990PF 2012-07-01 931267972 GORDON ELWOOD FOUNDATION GORD 5412820643 PO BOX 4189 MEDFORD OR 97501 KATHY BRYON 5412820643 2013-11-12 1 MONTE WILLIAMS P00033826 5417797641 2012 2016-03-07 17:11:31Z X 7505000 X 28134 26234 26234 144489 144489 313194 2074200 0 159 159 512210 170882 89587 0 89587 25647 0 24647 28313 0 28313 3250 0 3250 65332 59003 6329 14735 1622 13113 14281 0 3098 0 3098 62741 0 62739 306984 60625 231076 141847 141847 448831 60625 372923 63379 110257 9005 37728 37728 300000 1960 1000 1000 6274223 7067047 7067047 507087 107862 412596 399225 399225 6997784 7505000 7505000 1175 4987 1175 4987 X 6996609 7500013 6996609 7500013 6997784 7505000 6996609 63379 440025 7500013 0 7500013 0 370273 5387455 0.068729 359360 6815930 0.052724 380946 6512396 0.058496 421016 6320981 0.066606 498107 8924106 0.055816 0.302371 0.060474 6842492 413793 1103 414896 372923 2205 0 2205 0 2205 1000 1000 1205 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 WWW.GORDONELWOODFOUNDATION.ORG KATHY BRYON EXECUTIVE DIRECTOR 5412820643 PO BOX 4189 MEDFORD OR 97501 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHAEL R HEVERLY PO BOX 4189 MEDFORD OR 97501 1.00 0 0 0 JANET J MURPHY PO BOX 4189 MEDFORD OR 97501 1.00 0 0 0 JOHN HARMON PO BOX 4189 MEDFORD OR 97501 1.00 0 0 0 KATHY BRYON PO BOX 4189 MEDFORD OR 97501 40.00 89587 22588 0 DANIEL KOSMATKA PO BOX 4189 MEDFORD OR 97501 1.00 0 0 0 STEPHANIE JOHNSON PO BOX 4189 MEDFORD OR 97501 1.00 0 0 0 BURKE RAYMOND PO BOX 4189 MEDFORD OR 97501 2.00 0 0 0 ANNETTE BATZER PO BOX 4189 MEDFORD OR 97501 1.00 0 0 0 JOHN DUKE PO BOX 4189 MEDFORD OR 97501 2.00 0 0 0 JULIA BEATTIE PO BOX 4189 MEDFORD OR 97501 1.00 0 0 0 STEVE BOYARSKY PO BOX 4189 MEDFORD OR 97501 1.00 0 0 0 NONE 0 NONE 0 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) 28134 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. 95462 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. 3876 0 6891109 55583 0 6946692 0 0 6946692 104200 6842492 342125 342125 2205 2205 339920 0 339920 0 339920 372923 0 372923 0 372923 339920 121775 0 0 372923 121775 0 0 251148 0 0 0 0 0 0 0 0 88772 0 0 0 KATHY BRYON EXECUTIVE DIRECTOR GORD PO BOX 4189 MEDFORD OR 97501 5412820643 office@gordonelwoodfoundation.org 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 GRANT DEADLINES ARE MARCH 1 AND SEPTEMBER 1 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. WILD RIVERS COMMUNITY FOUNDATION 879 J STREET CRESCENT CITY CA 95531 NON PROFIT GRANT 696 2000 PHILANTHROPY NORTHWEST 2101 FOURTH AVE SUITE 650 SEATTLE WA 98121 NON PROFIT GRANT 2200 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 1000 OPTIONS FOR SOUTHERN OREGON SW G STREET GRANTS PASS OR 97526 NON PROFIT GRANT 667 2500 LA CLINICA DEL VALLE 3617 S PACIFIC HIGHWAY MEDFORD OR 97501 NON PROFIT GRANT 687 5000 CITIZENS FOR SAFE SCHOOLS PO BOX 243 KLAMATH FALLS OR 97601 NON PROFIT GRANT 700 7500 KLAMATH COUNTY LIBRARY FOUNDATION PO BOX 7304 KLAMATH FALLS OR 97602 NON PROFIT GRANT 702 5000 CASA OF CURRY COUNTY 1000 SE STEPHENS ST ROSEBURG OR 97470 NON PROFIT GRANT 703 7500 ROGUE OUTREACH CENTER 211 PINE STREET ROGUE RIVER OR 97537 NON PROFIT GRANT 704 3500 COLLEGE DREAMS PO BOX 1407 GRANTS PASS OR 97526 NON PROFIT GRANT 705 10000 HEART OF OREGON CORPS PO BOX 279 BEND OR 97709 NON PROFIT GRANT 706 6000 KAIROS 715 RAMSEY AVE GRANTS PASS OR 97527 NON PROFIT GRANT 707 5000 WOMEN'S CRISIS SUPPORT TEAM 560 NE F STREET STE A430 GOLD BEACH OR 97526 NON PROFIT GRANT 709 7797 GRANTS PASS FAMILY YMCA PO BOX 5439 GRANTS PASS OR 97527 NON PROFIT GRANT 711 5000 COMMUNITY HEALTH CENTER 19 MYRTLE STREET MEDFORD OR 97504 NON PROFIT GRANT 713 5000 CASA OF JACKSON COUNTY 613 MARKET STREET MEDFORD OR 97504 NON PROFIT GRANT 716 10000 ROSS RAGLAND THEATER 218 N 7TH STREET KLAMATH FALLS OR 97601 NON PROFIT GRANT 717 7500 COMMUNITY FOUNDATION OF THE KLAMATH BASIN PO BOX 1903 KLAMATH FALLS OR 97601 NON PROFIT GRANT 718 5000 KIDS UNLIMITED OF OREGON 821 N RIVERSIDE MEDFORD OR 97501 NON PROFIT GRANT 719 10000 ROGUE WORKFORCE PARTNERSHIP (RWP) 100 E MAIN SUITE 8 MEDFORD OR 97501 NON PROFIT GRANT 720 9100 KID TIME DISCOVERY EXPERIENCE 106 N CENTRAL MEDFORD OR 97501 NON PROFIT GRANT 722 10000 OREGON CHILDREN'S FOUNDATION DBA SMART 126 S THIRD STREET KLAMATH FALLS OR 97601 NON PROFIT GRANT 723 5000 THE NEIGHBORHOOD FOOD PROJECT PO BOX 1089 ASHLAND OR 97520 NON PROFIT GRANT 726 5000 LIVING OPPORTUNITIES PO BOX 1105 MEDFORD OR 97501 NON PROFIT GRANT 729 5000 141847 0 14 26234 14 144489 14 159 18 313194 0 484076 0 484076 0 0 0 0 0 0 0 0 0 0 X X 1 JEFFERSON REGIONAL HEALTH ALLIANCE 670 SUPERIOR COURT MEDFORD OR 97504 2632 X 2 LITERACY COUNCIL OF JACKSON COUNTY 670 SUPERIOR COURT MEDFORD OR 97504 2619 X 3 MEDFORD SCHOOLS FOUNDATION 670 SUPERIOR COURT MEDFORD OR 97504 2633 X 4 START MAKING A READER TODAY (SMART) 670 SUPERIOR COURT MEDFORD OR 97504 20250 X 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 3250 0 3250 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 DA DAVIDSON Purchased 466837 453605 0 13232 DA DAVIDSON Purchased 1607271 1307401 0 299870 DA DAVIDSON - CASH IN LIEU Purchased 92 0 92 DIRECT CHARITABLE ACTIVITIES BACKGROUND FORM 990-PF PART IX-A 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. 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 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 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 SEC SETTLEMENT ON TYCO INTL 159 159 159 UNREALIZED GAIN 440025 INVESTMENT MANAGEMENT 59003 59003 0 PROPERTY MANAGEMENT FEES 6329 0 6329 FEDERAL TAXES 989 0 989 FOREIGN TAXES 1622 1622 0 CORPORATE FEE 50 0 50 PAYROLL TAXES 11316 0 11316 STATE TAXES 758 0 758