Nonprofit · EIN 93-1267972
GORDON ELWOOD FOUNDATION
Tax-exempt · MEDFORD, OR 97504
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $645,382 | $689,977 | -$44,595 | $10,640,267 | $3,908 | $10,636,359 |
| June 30, 2024 | 990-PF | $564,559 | $655,134 | -$90,575 | $10,228,434 | $5,625 | $10,222,809 |
| June 30, 2023 | 990-PF | $459,523 | $743,256 | -$283,733 | $9,895,655 | $4,177 | $9,891,478 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $37,717
- Dividends
- $235,975
- Interest
- $5,437
- Net gain from sales of assets
- $366,253
Expenses
- Grants and similar amounts paid
- $144,890
- Compensation of officers, directors and key employees
- $111,490
- Salaries, compensation and benefits (total)
- $130,604
- Disbursements for charitable purposes
- $449,291
- Excise tax on investment income
- $7,408
Balance sheet and other
- Total assets, start of year
- $10,228,434
- Total assets, end of year
- $10,640,267
- Total liabilities, end of year
- $3,908
- Net assets, end of year
- $10,636,359
- Fair market value of assets
- $10,791,675
- Qualifying distributions
- $449,291
- Net investment income
- $607,665
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANGELA DURANT 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Executive Dir. | 40 | $111,490 |
| PAT BARRY 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Trustee | 1 | $0 |
| ROBERT HUTCHINS 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Financial Adv. | 1 | $0 |
| DANIEL KOSMATKA 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Alchemist | 2 | $0 |
| MICHAEL HEVERLY 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Alchemist | 1 | $0 |
| RICK HUTCHINS 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Financial Adv. | 1 | $0 |
| ANNETTE BATZER 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Past-President | 2 | $0 |
| JULIA BEATTIE 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Vice President | 2 | $0 |
| STEVE VINCENT 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Trustee | 2 | $0 |
| LANCE REYES 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | President | 1 | $0 |
| LILIA CABALLERO 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Secretary | 1 | $0 |
| LARRY NICHOLSON 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Treasurer | 1 | $0 |
990-PF for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANGELA DURANT 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Executive Dir. | 40 | $84,349 |
| KATHERINE BRYON 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Executive Dir. | 40 | $20,883 |
| PAT BARRY 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Secretary | 1 | $0 |
| ROBERT HUTCHINS 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Financial Adv. | 1 | $0 |
| DANIEL KOSMATKA 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Treasurer | 2 | $0 |
| MICHAEL HEVERLY 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Trustee | 1 | $0 |
| RICK HUTCHINS 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Financial Adv. | 1 | $0 |
| ANNETTE BATZER 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | President | 2 | $0 |
| JULIE BEATTIE 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Trustee | 2 | $0 |
| LANCE REYES 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Vice President | 1 | $0 |
| LILIA CABALLERO 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Trustee | 1 | $0 |
| LARRY NICHOLSON 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Treasurer | 1 | $0 |
| BURKE RAYMOND 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Trustee | 1 | $0 |
990-PF for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHERINE BRYON 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Executive Dir. | 40 | $138,516 |
| ANGELA DURANT 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Executive Dir. | 40 | $33,231 |
| LEIGH PIERRE-OETKER 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Executive Dir. | 40 | $28,375 |
| PAT BARRY 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Secretary | 1 | $0 |
| ROBERT HUTCHINS 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Trustee | 2 | $0 |
| DANIEL KOSMATKA 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Past President | 2 | $0 |
| MICHAEL HEVERLY 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Trustee | 1 | $0 |
| ANNETTE BATZER 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | President | 2 | $0 |
| JULIE BEATTIE 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Trustee | 2 | $0 |
| STEVE BOYARSKY 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Trustee | 1 | $0 |
| LANCE REYES 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Vice President | 1 | $0 |
| LILIA CABALLERO 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Trustee | 1 | $0 |
| LARRY NICHOLSON 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Treasurer | 1 | $0 |
| BURKE RAYMOND 670 SUPERIOR CT UNIT 108, MEDFORD, OR 97504 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 670 SUPERIOR CT STE 108, MEDFORD, OR 97504-6179
- Signed the 990-PF
- LANCE REYES, President
- Phone
- (541) 282-0643
- Return prepared by
- RWB AND CO
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 93-1267972
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1999
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $10,640,267
- Income (IRS master file)
- $2,341,442
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $645,382 | $689,977 | $10,640,267 | XML |
| 990-PF | June 2024 | $564,559 | $655,134 | $10,228,434 | XML |
| 990-PF | June 2023 | $459,523 | $743,256 | $9,895,655 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 93-1267972).
Questions about GORDON ELWOOD FOUNDATION
- What is the EIN of GORDON ELWOOD FOUNDATION?
- The employer identification number (EIN) of GORDON ELWOOD FOUNDATION is 93-1267972.
- Is GORDON ELWOOD FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to GORDON ELWOOD FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GORDON ELWOOD FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GORDON ELWOOD FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GORDON ELWOOD FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of GORDON ELWOOD FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 12 people; 1 received compensation from the organization, the highest $111,490 (ANGELA DURANT, Executive Dir.).
- How much revenue does GORDON ELWOOD FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $645,382, expenses of $689,977 and total assets of $10,640,267 at year end.
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