2012-10-25T13:43:15-05:00 2012-06-30 204749363 ISLER MEDFORD LLC 839 ALDER CREEK DR MEDFORD OR 97504 990PF 2011-07-01 931267972 GORDON ELWOOD FOUNDATION GORD 5412820643 PO BOX 4189 MEDFORD OR 97501 KATHY BRYON 5412820643 2012-10-23 1 MONTE WILLIAMS P00033826 5417797641 2011 2016-02-24 21:20:13Z X 6997784 X 28134 29136 29136 126376 126376 122723 2199649 0 306369 155512 80484 0 80484 24839 0 24839 25467 0 25467 3270 0 3270 62700 55019 7681 14303 1568 12735 14174 0 3673 0 3673 62478 0 62478 291388 56587 220627 150635 150635 442023 56587 371262 -135654 98925 11525 9005 9005 300000 250 300000 300000 1960 1960 7065416 6274223 6274223 506177 93581 426770 412596 412596 7503961 6997784 6997784 473 1175 458 0 931 1175 X 7503030 6996609 7503030 6996609 7503961 6997784 7503030 -135654 0 7367376 370767 6996609 0 359360 6815930 0.052724 380946 6512396 0.058496 421016 6320981 0.066606 498107 8924106 0.055816 380629 9220612 0.041280 0.274922 0.054984 5387455 296224 989 297213 371262 X 989 0 989 0 989 1960 1960 971 971 0 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 2.00 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 80484 15475 0 DAN 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 1.00 0 0 0 NONE 0 NONE 0 IN-KIND SUPPORT COVERING OFFICE SPACE, UTILITIES, OFFICE MACHINES, OFFICE SUPPLIES AND CONFERENCE ROOM FOR FIVE NON-PROFIT 501(c)3 TENANTS:SMART www.getsmartoregon.orgMEDFORD SCHOOLS FOUNDATION www.medfordschoolsfoundation.orgJACKSON COUNTY LITERACY COUNCIL www.roguelrc.orgJEFFERSON REGIONAL HEALTH ALLIANCE www.jeffersonregionalhealthalliance.orgCHOOSING 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. 111411 CASH SUPPORT FOR ACTIVITIES 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. 2414 0 5430725 38772 0 5469497 0 0 5469497 82042 5387455 269373 269373 989 989 268384 0 268384 0 268384 371262 0 371262 989 370273 268384 224653 0 0 371262 224653 0 0 146609 0 0 0 0 0 0 0 0 121775 0 0 0 KATHY BRYON EXECUTIVE DIRECTOR GORD PO BOX 4189 MEDFORD OR 97501 5412820643 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. COLLEGE DREAMS PO BOX 1407 GRANTS PASS OR 97528 NON PROFIT GRANT 4000 CASA OF CURRY COUNTY PO BOX 746 GOLD BEACH OR 97444 NON PROFIT GRANT 5000 OREGON NONPROFIT LEADERS CONFERENCE CO UNITED WAY OF JACKSON COUNTY 769 SPRING STREET MEDFORD OR 97501 NON PROFIT GRANT 0669 1000 SUNNY WOLF YOUTH SERVICES INC PO BOX 233 WOLF CREEK OR 97497 NON PROFIT GRANT 0646 5000 CITIZENS FOR SAFE SCHOOLS PO BOX 243 KLAMATH FALLS OR 97601 NON PROFIT GRANT 0647 7500 HEALTH CARE COALITION OF SOUTHERN OREGON PO BOX 1419 MEDFORD OR 97501 NON PROFIT GRANT 0648 1000 ST VINCENT DE PAUL SOCIETY ROGUE VALLEY COUNCIL 2424 N PACIFIC HIGHWAY MEDFORD OR 97501 NON PROFIT GRANT 0649 3000 SOUTHERN OREGON CHILD & FAMILY COUNCIL 1001 BEALL LANE CENTRAL POINT OR 97502 NON PROFIT GRANT 0651 8000 FAMILY NURTURING CENTER 212 N OAKDALE MEDFORD OR 97501 NON PROFIT GRANT 0652 10000 MCLOUGHLIN MIDDLE SCHOOL 320 W 2ND STREET MEDFORD OR 97501 EDUCATIONAL GRANT 0654 5000 LIVING OPPORTUNITIES INC PO BOX 1105 MEDFORD OR 97501 NON PROFIT GRANT 0655 2500 CHILOQUIN VISIONS IN PROGRESS PO BOX 204 CHILOQUIN OR 97624 NON PROFIT GRANT 0656 5000 ST VINCENT DE PAUL OUR LADY OF THE VALLEY DISTRICT COUNCIL 132 SE H STREET GRANTS PASS OR 97526 NON PROFIT GRANT 0658 4000 CASA OF JACKSON COUNTY 613 MARKET STREET MEDFORD OR 97501 NON PROFIT GRANT 0659 3500 WINTERSPRING CENTER PO BOX 8169 MEDFORD OR 97501 NON PROFIT GRANT 0663 4500 JOSEPHINE COUNTY LIBRARY SYSTEM PO BOX 1684 GRANTS PASS OR 97526 NON PROFIT GRANT 0664 1000 ROGUE VALLEY CHILDREN'S DISCOVERY MUSEUM 106 N CENTRAL MEDFORD OR 97501 NON PROFIT GRANT 0665 5000 JEFFERSON REGIONAL HEALTH ALLIANCE 670 SUPERIOR COURT SUITE 208 MEDFORD OR 97504 NON PROFIT GRANT 2500 WILD RIVERS COMMUNITY FOUNDATION PO BOX 266 BROOKINGS OR 97415 NON PROFIT GRANT 0670 2000 WILD RIVERS COMMUNITY FOUNDATION PO BOX 266 BROOKINGS OR 97415 NON PROFIT GRANT 0672 3000 PHILANTHROPY NORTHWEST 2101 FOURTH AVE SUITE 650 SEATTLE WA 98121 NON PROFIT GRANT 0673 2235 ROGUE VALLEY FOUNDATION 101 E 8TH STREET MEDFORD OR 97501 NON PROFIT GRANT 0694 250 ROGUE FARM CORP PO BOX 533 ASHLAND OR 97520 NON PROFIT GRANT 0682 5000 WELCOME HOME OREGON INC 106 NW F STREET 65 GRANTS PASS OR 97526 NON PROFIT GRANT 0683 2000 OREGON PARENT CENTER PO BOX 216 WOLF CREEK OR 97497 NON PROFIT GRANT 0681 5000 SOUTH COAST WATERSHEDS PO BOX 1614 GOLD BEACH OR 97444 NON PROFIT GRANT 0680 5000 ROGUE RETREAT 529 N RIVERSIDE AVE MEDFORD OR 97501 NON PROFIT GRANT 0689 5000 COMMUNITY WORKS 201 W MAIN STREET MEDFORD OR 97501 NON PROFIT GRANT 0691 8000 ACCESS INC PO BOX 4666 MEDFORD OR 97501 NON PROFIT GRANT 0675 5000 THE JOB COUNCIL 673 MARKET STREET MEDFORD OR 97504 NON PROFIT GRANT 0685 9100 ROGUE COMMUNITY COLLEGE 3345 REDWOOD HIGHWAY GRANTS PASS OR 97527 EDUCATIONAL GRANT 0677 6550 LA CLINICA DEL VALLE 3617 S PACIFIC HIGHWAY MEDFORD OR 97501 NON PROFIT GRANT 0687 5000 CURRY COUNTY PUBLIC HEALTH PO BOX 746 GOLD BEACH OR 97444 GOVERNMENT/PUBLIC AG GRANT 0676 10000 150635 0 14 29136 14 126376 18 122723 0 278235 0 278235 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 2012-06-30 2 IN-KIND SUPPORT FOR OFFICE SPACE, UTILITIES, OFFICE MACHINES AND CONFERENCE ROOM. 2619 2012-06-30 3 IN-KIND SUPPORT FOR OFFICE SPACE, UTILITIES, OFFICE MACHINES AND CONFERENCE ROOM. 2633 2012-06-30 4 IN-KIND SUPPORT FOR OFFICE SPACE, UTILITIES, OFFICE MACHINES AND CONFERENCE ROOM. 20250 2012-06-30 ACCOUNTING FEES 3270 0 3270 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 2005-02-15 629 585 SL 7.000000000000 44 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 55349 SL 39.000000000000 12187 0 SOUNDSTATION CONFERENCE CALL SYSTEM 2007-08-06 520 357 200DB 7.000000000000 47 0 HEATING COOLING SYSTEMS (2) 2007-11-05 21245 14609 200DB 7.000000000000 1896 0 DA DAVIDSON Purchased 470574 518485 0 -47911 DA DAVIDSON Purchased 1729033 1558441 0 170592 DA DAVIDSON - CASH IN LIEU Purchased 42 0 42 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 AS PART OF ITS VISION:JACKSON, JOSEPHINE, KLAMATH AND CURRY COUNTIES ARE HOME TO SUCCESSFUL YOUTH AND INDIVIDUALS, THRIVING FAMILIES AND COMMUNITIES 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.COSTS FOR PROMOTING THESE GOALS ARE PART OF THE FOUNDATION ADMINISTRATION AND RECOGNIZED AS DIRECT CHARITABLE ACTIVITIES ONE AND TWO.A. COMMUNITY INITIATIVES AND PROGRAM SUPPORTI. JEFFERSON e FUNDERS FORUM (JeFF)II. ROGUE VALLEY FOOD SYSTEM FUNDERS SUB COMMITTEE & REGIONAL PLANNINGIII. JEFFERSON REGIONAL HEALTH ALLIANCEIV. REGIONAL MENTAL HEALTH IMPROVEMENT AND INTEGRATIONV. ROGUE VALLEY 0-25 YOUTH-FAMILY-WORKFORCE SUCCESS INITIATIVEB. NON-PROFIT ORGANIZATION, LEADERSHIP & MANAGEMENT SUPPORT TO THE FOLLOWING ORGANIZATIONS:FEMA JACKSON COUNTYJOB COUNCILROGUE VALLEY WORKFORCE PARTNERSHIPJACKSON COUNTY YOUTH COMMISSIONKIDS UNLIMITEDSOUTHERN OREGON FRIENDS OF HOSPICELIVING OPPORTUNITIESFAMILY SOLUTIONSACCESSCOMMUNITY WORKSTHRIVEWINTERSPRINGSMART ROGUE VALLEYRURAL DEVELOPMENT INSTITUTEROGUE VALLEY SENIOR & DISABLED SERVICESMEDIATION WORKSJOSEPHINE COUNTY FOOD BANKWILD RIVERS COMMUNITY FOUNDATIONOREGON NON-PROFIT LEADERS CONFERENCEST. MARY'S SCHOOLROGUE GALLERYSOUTHERN OREGON HUMANE SOCIETYROGUE VALLEY-BEYOND WARMAKENA CHILDREN'S FOUNDTIONJACKSON COUNTY FRIENDS OF THE LIBRARYSUSTAINABLE VALLEYJACKSON COUNTY COMMUNITY SERVICES CONSORTIUMFAMILY NURTURING CENTERROXY ANN GEM & MINERAL SOCIETYRED CROSSNETCORPNEIGHBORHOOD FOOD PROJECTCURRY COUNTY CASAOREGON CONSERVATORY OF THE PERFORMING ARTSDASILREGIONAL NON-PROFIT SECTOR PARTNERSHIPS/RELATIONSHIPS/SPONSORSHIPS FOR SECTOR & COMMUNITY DEVELOPMENT AND EDUCATION FOR THE FOLLOWING:FINANCIAL STEWARDSHIP CONFERENCE NOVEMBER 2011PHILANTHROPY NW CONFERENCE 2011OREGON NON-PROFIT LEADERS CONFERENCE 2012PHILANTHROPY NORTH WEST 2011NON-PROFIT ASSOCIATION OF OREGONJACKSON COUNTY CHILD ABUSE NETWORKUNITED WAY OF JACKSON COUNTY: BUILDING A LEARNING COMMUNITYJACKSON COUNTY COMMUNITY SERVICES CONSORTIUMAMERICAN LEADERSHIP FORUM OF OREGONFORD INSTITUTE FOR COMMUNITY BUILDINGJOSEPHINE COUNTY NON-PROFIT NETWORKWILD RIVERS COMMUNITY FOUNDATION-HEALTHY COMMUNITIES PROJECTCOUNCIL ON FOUNDATIONSFOUNDATION CENTERNORTH WEST HEALTH FOUNDATION DA DAVIDSON - VANTAGE FMV 931556 931556 DA DAVIDSON - ATALANTA SOSNOFF FMV 518233 518233 DA DAVIDSON - NJF FMV 708332 708332 DA DAVIDSON - CLEARBRIDGE MULTI FMV 712623 712623 DA DAVIDSON - BRANDES ALL CAP VALUE FMV 624401 624401 DA DAVIDSON - WINSLOW FMV 622458 622458 DA DAVIDSON - THORNBURG FMV 381359 381359 DA DAVIDSON - ADVISOR ACCOUNT FMV 1248316 1248316 DA DAVIDSON - MGD ASSETS DIA FMV 526945 526945 FILE CABINET 600 600 0 600 DRY ERASE BOARD 428 428 0 428 FIRST PEARL SOFTWARE 5750 5750 0 5750 FIREPROOF FILE CABINET 629 629 0 585 2 MONITORS, PRINTER, FAX 750 750 0 750 COMPUTER 979 979 0 979 108-208 SUPERIOR COURT OFFICE CONDO 475276 67536 407740 55349 SOUNDSTATION CONFERENCE CALL SYSTEM 520 404 116 357 HEATING COOLING SYSTEMS (2) 21245 16505 4740 14609 UNREALIZED LOSS 370767 OFFICE SUPPLIES 3833 0 3833 POSTAGE 279 0 279 INSURANCE 2229 0 2229 TELECOMMUNICATIONS 2838 0 2838 BOARD MEETING EXPENSES 9770 0 9770 DUES & SUBSCRIPTIONS 2845 0 2845 CONTRACT SERVICES 5716 0 5716 PROFESSIONAL DEVELOPMENT 1627 0 1627 COMMUNITY DEVELOPMENT 2414 0 2414 UTILITIES 2497 0 2497 IN-KIND EXPENSES 28134 0 28134 LIBRARY 220 0 220 BANK CHARGES 76 0 76 PAYROLL LIABILITIES 458 0 INVESTMENT MANAGEMENT 55019 55019 0 PROPERTY MANAGEMENT FEES 7681 0 7681 FEDERAL TAXES 1442 0 1442 FOREIGN TAXES 1568 1568 0 CORPORATE FEE 50 0 50 PAYROLL TAXES 10435 0 10435 STATE TAXES 808 0 808