2024-01-16T17:16:23-08:00 2023-06-30 134227421 Richard W Brewster CPA PC 670 Superior Ct 106 Medford OR 97504 990PF 2022-07-01 931267972 GORDON ELWOOD FOUNDATION GORD 5412820643 670 SUPERIOR CT 108 MEDFORD OR 97504 ANNETTE BATZER President 2023-11-14 true ANNETTE BATZER 999009999 true RICHARD W BREWSTER CPA P00149843 5417731885 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 10021291 X 37557 X 5452 5452 5452 197757 197757 197757 218757 1745654 218757 459523 421966 203209 200122 200122 74951 2000 2000 100167 63993 36174 25799 25799 14710 2850 2850 2130 2130 1266 1266 162461 162461 586456 63993 432802 156800 156800 743256 63993 589602 -283733 357973 203209 115149 30294 30294 9275710 9577999 9577997 531016 243654 299517 287362 413000 9690376 9895655 10021291 1462 4177 6359 7821 4177 X 9682555 9891478 9682555 9891478 9690376 9895655 9682555 -283733 492656 9891478 9891478 DA DAVIDSON 1589- ST P 2022-01-01 2022-12-31 5829 7106 -1277 -1277 DA DAVIDSON 1589- LT P 2000-01-01 2022-12-31 126520 95455 31065 31065 DA DAVIDSON 1631- ST P 2022-01-01 2022-12-31 12559 11920 639 639 DA DAVIDSON 1631- LT P 2000-01-01 2022-12-31 193893 122184 71709 71709 DA DAVIDSON 1607- ST P 2022-01-01 2022-12-31 1596 3689 -2093 -2093 DA DAVIDSON 1607- LT P 2000-01-01 2022-12-31 191245 89676 101569 101569 DA DAVIDSON 1650- ST P 2022-01-01 2022-12-31 93993 104441 -10448 -10448 DA DAVIDSON 1650- LT P 2000-01-01 2022-12-31 586905 718786 -131881 -131881 DA DAVIDSON 1674- ST P 2022-01-01 2022-12-31 5709 4107 1602 1602 DA DAVIDSON 1674- LT P 2000-01-01 2022-12-31 27324 29699 -2375 -2375 DA DAVIDSON 1612- ST P 2022-01-01 2022-12-31 11817 12073 -256 -256 DA DAVIDSON 1612- LT P 2000-01-01 2022-12-31 261816 278178 -16362 -16362 DA DAVIDSON 1594- ST P 2022-01-01 2022-12-31 18760 19112 -352 -352 DA DAVIDSON 1594- LT P 2000-01-01 2022-12-31 67622 30471 37151 37151 DA DAVIDSON P 2000-01-01 2022-12-31 140066 140066 140066 LAPTOP P 2020-09-17 2022-12-31 1100 1100 218757 -12185 4976 4976 4976 2000 2000 X 159 3135 0 false false false false false false false true true OR true false false false false true www.gordonelwoodfoundation.org MINDY ALFORD 5412820643 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 false false false false false false false false false false false false false false false false false false false false false false PAT BARRY 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Secretary 1.00 0 ANGELA DURANT 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Executive Dir. 40.00 33231 ROBERT HUTCHINS 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Trustee 2.00 0 DANIEL KOSMATKA 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Past President 2.00 0 MICHAEL HEVERLY 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Trustee 1.00 0 KATHERINE BRYON 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Executive Dir. 40.00 138516 ANNETTE BATZER 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 President 2.00 0 JULIE BEATTIE 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Trustee 2.00 0 STEVE BOYARSKY 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Trustee 1.00 0 LEIGH PIERRE-OETKER 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Executive Dir. 40.00 28375 LANCE REYES 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Vice President 1.00 0 LILIA CABALLERO 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Trustee 1.00 0 LARRY NICHOLSON 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Treasurer 1.00 0 BURKE RAYMOND 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Trustee 1.00 0 NONE NONE Direct Charitable Activities (Community Building Strategic Activities) 2022-2023 Background on these activities:Beginning in 2003 the Foundations 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. 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 foundations admi 37557 Community and leadership development provided by Foundation staff and/or consultants and volunteers to convene, coach, facilitate, train, transcribe, act as thinking partner, and leverage opportunities to positively impact youth, individuals, families, organizations and communities in alignment with foundation vision and goals in four counties. Program staffing support cost/value $215,511.I. Regional Leadership Development Foundation sponsored the foundation's board vice president, also serving as vice chair of Resolve, to the American Leadership Forum of Oregon See American leadership Forum of Oregon (alforegon.org). Foundation provided scholarships to three individual leaders identified from the foundation service region for a year-long Advanced Leadership Program with sustainable Leadership Consultants. Specific Community Collaborative Initiatives II. Jefferson e Funders Forum (JeFF) Jefferson Funders Forum brings together public and private philanthropic leadership to share informa 215511 Cash support for expenses related to organizations and projects listed in Activity one and two. Expenses include: Supporting meeting expenses with community leaders and groups of leaders; supportfees assoicated with speakers, education, technology and research; and provide scholarships for selected project leaders or grantees to attend trainings and seminars. 2222 9312590 0 0 9312590 0 9312590 139689 9172901 458645 458645 4976 4976 453669 453669 453669 589602 589602 453669 54989 132226 170939 117434 152717 628305 589602 0 453669 135933 764238 0 54989 709249 132226 170939 117434 152717 135933 X ANGELA DURANT EXECUTIVE DIRECTOR 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 5412820643 office@elwoodfoundation.com GRANT APPLICATIONS MUST BE RECEIVED ON THE APPLICATION FORM OF THE FOUNDATION. A COPY IS AVAILABLE BY WRITING TO THE ADDRESS ABOVE OR BY VISITING WWW.GORDONELWOODFOUNDATION.ORGGRANT DEADLINES ARE MARCH 15 AND SEPTEMBER 15 DISTRIBUTIONS OF FUNDS LIMITED FOR EDUCATIONAL, HUMAN SERVICES, AND OTHER CHARITABLE PURPOSES TO QUALIFIED NON-PROFIT, TAX-EXEMPT, CHARITABLE ORGANIZATIONS IN GEOGRAPHIC AREAS OF JACKSON, JOSEPHINE, KLAMATH, COOS & CURRY COUNTIES, OREGON. SEE ATTACHED LIST 670 SUPERIOR CT MEDFORD OR 97504 NONE NONPROFIT PROJECTS LISTED 156800 156800 5452 197757 218757 OTHER INVESTMENT INCOME 421966 421966 false false false false false false false false false false ACCOUNTING 2000 0 0 2000 OFFICE BUILDING 2006-12-28 475276 189823 SL 39.0000 12187 CARPET 2016-06-09 5000 1998 SL 15.0000 333 OFFICE REMODEL 2016-07-20 14784 5833 SL 15.0000 986 CHROME NOTEBOOKS 2019-09-11 478 272 SL 5.0000 96 OFFICE FURNITURE 2021-02-16 135 25 SL 7.0000 19 LAPTOP 2020-09-17 1100 385 SL 5.0000 715 MONITOR & DOCKING STATION 2021-08-17 242 40 SL 5.0000 48 SIT-STAND WORKSTATION 2022-03-03 628 30 SL 7.0000 90 ED LAPTOP 2022-09-07 1109 SL 5.0000 185 ED DESK 2022-09-19 297 SL 7.0000 32 PA LAPTOP 2023-05-17 1149 SL 5.0000 19 Furniture and Fixtures 1302 284 1018 3000 Machinery and Equipment 13409 10965 2444 Buildings 475276 202010 273266 400000 Improvements 41029 30395 10634 10000 DA DAVIDSON MARGIN LOAN 309369 2018-02 BROKERAGE ACCOUNT SHORT TERM BORROWING BROKERAGE ACCOUNT BOARD MEETING EXPENSE 39962 39962 COMMUNITY DEVELOPMENT 2222 2222 DUES & SUBSCRIPTIONS 2881 2881 EMPLOYEE BENEFITS 64868 64868 IN-KIND EXPENSES 37557 37557 INSURANCE 3267 3267 OFFICE SUPPLIES 4715 4715 POSTAGE 198 198 PROFESSIONAL DEVELOPMENT 2111 2111 TELECOMMUNICATIONS 4680 4680 UNREALIZED GAINS & LOSSES 492656 CONSULTING 25328 0 0 25328 INVESTMENT MANAGEMENT 63993 63993 0 0 PROPERTY MANAGEMENT FEES 10846 0 0 10846 CORPORATE FEE 50 50 FEDERAL TAXES 3580 3580 FOREIGN TAXES 2339 2339 PAYROLL TAXES 18492 18492 STATE TAXES 1338 1338