2025-11-13T13:38:53-08:00 2025-06-30 134227421 RWB AND CO 670 SUPERIOR CT STE 106 MEDFORD OR 97504 990PF 2024-07-01 931267972 GORDON ELWOOD FOUNDATION GORD 5412820643 670 SUPERIOR CT 108 MEDFORD OR 97504 LANCE REYES President 2025-11-11 true true RICHARD W BREWSTER CPA P00149843 5417731885 2024 2025-03-06 01:10:19Z X 10791675 X 37717 X 5437 5437 5437 235975 235975 235975 366253 2062313 366253 32906 645382 607665 274318 111490 111490 130604 3326 3326 90811 74744 16067 43632 23221 14719 2491 2491 2205 2205 145809 145601 545087 74744 304401 144890 144890 689977 74744 449291 -44595 532921 274318 71116 29610 29610 9882257 10349065 10349065 534235 272643 275061 261592 413000 10228434 10640267 10791675 5625 3908 5625 3908 X 10222809 10636359 10222809 10636359 10228434 10640267 10222809 -44595 458145 10636359 10636359 DA DAVIDSON 1612- ST P 2024-01-01 2024-12-31 83552 83581 -29 -29 DA DAVIDSON 1612- LT P 2000-01-01 2024-12-31 403689 472560 -68871 -68871 DA DAVIDSON 1594- ST P 2024-01-01 2024-12-31 81736 81754 -18 -18 DA DAVIDSON 1594- LT P 2000-01-01 2024-12-31 130564 87491 43073 43073 DA DAVIDSON 1589- ST P 2024-01-01 2024-12-31 15261 11894 3367 3367 DA DAVIDSON 1589- LT P 2000-01-01 2024-12-31 409142 278801 130341 130341 DA DAVIDSON 1650- ST P 2024-01-01 2024-12-31 173208 148963 24245 24245 DA DAVIDSON 1650- LT P 2000-01-01 2024-12-31 118898 99438 19460 19460 DA DAVIDSON 1607- ST P 2024-01-01 2024-12-31 25453 24173 1280 1280 DA DAVIDSON 1607- LT P 2000-01-01 2024-12-31 282851 173479 109372 109372 DA DAVIDSON 1631- ST P 2024-01-01 2024-12-31 31463 32194 -731 -731 DA DAVIDSON 1631- LT P 2000-01-01 2024-12-31 271367 168223 103144 103144 DA DAVIDSON 1674- ST P 2024-01-01 2024-12-31 11966 7174 4792 4792 DA DAVIDSON 1674- LT P 2000-01-01 2024-12-31 23163 26335 -3172 -3172 366253 32906 7408 7408 7408 6360 6360 1048 0 false false false false false false false true true OR true false false false false true www.gordonelwoodfoundation.org JESSICA ROADY COMPLETE BOOKS 5418215207 PO BOX 143 GOLD HILL OR 97525 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 Trustee 1.00 0 ANGELA DURANT 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Executive Dir. 40.00 111490 ROBERT HUTCHINS 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Financial Adv. 1.00 0 DANIEL KOSMATKA 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Alchemist 2.00 0 MICHAEL HEVERLY 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Alchemist 1.00 0 RICK HUTCHINS 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Financial Adv. 1.00 0 ANNETTE BATZER 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Past-President 2.00 0 JULIA BEATTIE 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Vice President 2.00 0 STEVE VINCENT 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Trustee 2.00 0 LANCE REYES 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 President 1.00 0 LILIA CABALLERO 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Secretary 1.00 0 LARRY NICHOLSON 670 SUPERIOR CT UNIT 108 MEDFORD OR 97504 Treasurer 1.00 0 NONE NONE Direct Charitable Activities (Community Building Strategic Activities) 2024-2025 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 as demonstrated by. Goals in Support of CommunitiesLeverage resources to bring attention to community health and vitalization opportunities.Create opportunities for new thinking and innovative approaches to community issues.Partner with public and private funders to learn and achieve a greater impact on community and regional issues.Act as a convener to surface underlying causes of community issues and the opportunity for creative resolution. Provide capacity assistance to community agencies.Expenses to promote and carry out these goals are outside the cash grants allocated eac 0 Community and leadership development support through foundation staff, consultants, and/or volunteers to convene, coach, facilitate, train, transcribe, act as thinking partners, and leverage opportunities to positively impact youth, individuals, families, organizations, and communities in alignment with the foundations vision and goals in four counties. Staff In-Kind Charitable Contribution Value: $234,141.27.a)Regional Collaborations Jefferson e Funders Forum (JeFF) brings together public and private philanthropic leadership to share information, perspectives, and experiences, and cooperatively explore and leverage resources to positively impact communities in southern Oregon. See www.jeffersonfundersforum.org. The foundation provides in-kind staff support to coordinate and facilitate quarterly meetings and annual retreats, manage the website, and email communications to funders. Jefferson Regional Health Alliance (JRHA) is a collaboration of regional community leaders from all sector Other cash support for expenses related to organizations, other collaboratives and partnerships not listed above, individuals, and succession planning included meeting expenses with community leaders and groups of leaders; fees associated with speakers, education, technology, and research; and scholarships for selected project leaders or grantees to attend training and seminars. Additional organizations, not listed in Activities One and Two, included Pollinator Project Rogue Valley, Medford Parks and Recreation Foundation, Southern Oregon Alliance of Physicians and Partners, Kids Unlimited, Southern Oregon Education Services District, Center for Nonprofit Legal Services, Ballet Folklorico, and Southern Oregon Coast Regional Housing. Other Cash Support Value: $4,989.63. 10197005 0 0 10197005 0 10197005 152955 10044050 502203 502203 7408 7408 494795 494795 494795 449291 449291 494795 170939 117434 152717 135933 26994 604017 449291 0 449291 45504 45504 558513 0 125435 433078 117434 152717 135933 26994 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. VISIT WWW.GORDONELWOODFOUNDATION.ORG FOR INFORMATION.DISTRIBUTION OF FUNDS LIMITED FOR EDUCATIONAL, HUMAN SERVICES, CAPACITY BUILDING, PLANNING, LEADERSHIP DEVELOPMENT, AND OTHER CHARITABLE PURPOSES TO QUALIFIED NON-PROFIT, TAX-EXEMPT, CHARITABLE ORGANIZATIONS IN GEOGRAPHIC AREAS OF JACKSON, JOSEPHINE, KLAMATH, AND CURRY COUNTIES IN OREGON.GRANT 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 144890 144890 5437 235975 366253 OTHER INVESTMENT INCOME 607665 607665 false false false false false false false false false false ACCOUNTING 3326 0 0 3326 OFFICE BUILDING 2006-12-28 475276 214197 SL 39.0000 12187 CARPET 2016-06-09 5000 2664 SL 15.0000 333 OFFICE REMODEL 2016-07-20 14784 7805 SL 15.0000 986 CHROME NOTEBOOKS 2019-09-11 478 464 SL 5.0000 14 OFFICE FURNITURE 2021-02-16 135 63 SL 7.0000 19 MONITOR & DOCKING STATION 2021-08-17 242 136 SL 5.0000 48 SIT-STAND WORKSTATION 2022-03-03 628 210 SL 7.0000 90 ED LAPTOP 2022-09-07 1109 407 SL 5.0000 222 ED DESK 2022-09-19 297 74 SL 7.0000 42 PA LAPTOP 2023-05-17 1149 249 SL 5.0000 230 MEETING OWL 2024-05-24 1019 17 SL 5.0000 204 DESK 2024-06-30 950 SL 7.0000 136 LAPTOP 2024-09-09 1250 SL 5.0000 208 Furniture and Fixtures 2252 818 1434 3000 Machinery and Equipment 15678 12408 3270 Buildings 475276 226384 248892 400000 Improvements 41029 33033 7996 10000 DA DAVIDSON MARGIN LOAN 309369 2018-02 BROKERAGE ACCOUNT SHORT TERM BORROWING BROKERAGE ACCOUNT BOARD MEETING EXPENSE 9565 9565 COMMUNITY DEVELOPMENT 3125 3125 DUES & SUBSCRIPTIONS 2624 2624 EMPLOYEE BENEFITS 68467 68467 IN-KIND EXPENSES 37557 37557 INSURANCE 3310 3310 MISCELLANEOUS 1862 1654 OFFICE SUPPLIES 3530 3530 PROFESSIONAL DEVELOPMENT 5255 5255 TECHNOLOGY 6762 6762 TELECOMMUNICATIONS 3752 3752 UNREALIZED GAINS & LOSSES 458145 CONSULTING 4075 0 0 4075 INVESTMENT MANAGEMENT 74744 74744 0 0 PROPERTY MANAGEMENT FEES 11992 0 0 11992 CORPORATE FEE 50 50 FEDERAL TAXES 7618 7618 FOREIGN TAXES 14258 14258 PAYROLL TAXES 20411 STATE TAXES 1295 1295