Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 07-01-2013 , and ending 06-30-2014
Name of foundation
GORDON ELWOOD FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)670 SUPERIOR CT   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MEDFORD, OR97504
A Employer identification number

93-1267972
B Telephone number (see instructions)

(541) 282-0643
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,243,294J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 28,134
2 Check bullet
3 Interest on savings and temporary cash investments 7,143 7,143  
4 Dividends and interest from securities...... 160,623 160,623  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 238,376
b Gross sales price for all assets on line 6a 1,050,899
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 494 494  
12 Total. Add lines 1 through 11........ 434,770 168,260  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 92,844 0   92,844
14 Other employee salaries and wages...... 28,021 0   28,021
15 Pension plans, employee benefits....... 29,464 0   29,464
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,000 0   3,089
c Other professional fees (attach schedule).... Click to see attachment 53,447 46,611   6,836
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 16,380 1,547   14,833
19 Depreciation (attach schedule) and depletion... Click to see attachment 14,495 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,756 0   3,756
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 79,293 0   79,368
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 320,700 48,158   258,211
25 Contributions, gifts, grants paid........ 178,015 178,015
26 Total expenses and disbursements. Add lines 24 and 25 498,715 48,158   436,226
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -63,945
b Net investment income (if negative, enter -0-) 120,102
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 37,728 63,826 63,826
2 Savings and temporary cash investments..........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 1,000 1,240 1,240
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 7,067,047 Click to see attachment7,792,878 7,792,878
14 Land, buildings, and equipment: basis bullet507,285
Less: accumulated depreciation (attach schedule) bullet121,935 399,225 Click to see attachment385,350 385,350
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,505,000 8,243,294 8,243,294
Liabilities 17 Accounts payable and accrued expenses.......... 4,987 4,328
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 4,987 4,328
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 7,500,013 8,238,966
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 7,500,013 8,238,966
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 7,505,000 8,243,294
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 7,500,013
2 Enter amount from Part I, line 27a..................... 2 -63,945
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 802,898
4 Add lines 1, 2, and 3.......................... 4 8,238,966
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 8,238,966
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 372,923 6,842,492 0.054501
2011 370,273 5,387,455 0.068729
2010 359,360 6,815,930 0.052724
2009 380,946 6,512,396 0.058496
2008 421,016 6,320,981 0.066606
2 Total of line 1, column (d) ...................... 2 0.301056
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.060211
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 7,401,840
5 Multiply line 4 by line 3....................... 5 445,672
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,201
7 Add lines 5 and 6......................... 7 446,873
8 Enter qualifying distributions from Part XII, line 4.............. 8 436,226
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 2,402
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 2,402
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,402
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 2,240
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,240
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 162
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOR
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.GORDONELWOODFOUNDATION.ORG
    14
    The books are in care ofbulletKATHY BRYON EXECUTIVE DIRECTOR Telephone no.bullet (541) 282-0643
    Located atbulletPO BOX 4189MEDFORDOR ZIP+4bullet97501
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    MICHAEL R HEVERLY TRUSTEE
    1.00     		0 0 0
    PO BOX 4189
    MEDFORD,OR97501
    JANET J MURPHY TRUSTEE
    1.00     		0 0 0
    PO BOX 4189
    MEDFORD,OR97501
    KATHY BRYON EXECUTIVE DIRECTOR
    40.00     		92,844 19,942 0
    PO BOX 4189
    MEDFORD,OR97501
    DANIEL KOSMATKA TRUSTEE
    1.00     		0 0 0
    PO BOX 4189
    MEDFORD,OR97501
    STEPHANIE JOHNSON TRUSTEE
    1.00     		0 0 0
    PO BOX 4189
    MEDFORD,OR97501
    BURKE RAYMOND PRESIDENT
    2.00     		0 0 0
    PO BOX 4189
    MEDFORD,OR97501
    ANNETTE BATZER SECRETARY
    1.00     		0 0 0
    PO BOX 4189
    MEDFORD,OR97501
    JOHN DUKE VICE PRESIDENT
    2.00     		0 0 0
    PO BOX 4189
    MEDFORD,OR97501
    JULIA BEATTIE TRUSTEE
    1.00     		0 0 0
    PO BOX 4189
    MEDFORD,OR97501
    STEVE BOYARSKY TRUSTEE
    1.00     		0 0 0
    PO BOX 4189
    MEDFORD,OR97501
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 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 and Oregon Pain Guidelines, formerly the Opioid Prescribers Group) http://www.southernoregonopioidmanagement.org 28,134
    2 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. 110,616
    3 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. 6,592
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    370,092
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    2,402
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,402
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    367,690
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    367,690
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    367,690
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 367,690
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 88,772
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 436,226
    a Applied to 2012, but not more than line 2a 88,772
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 347,454
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		20,236
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    KATHY BRYON EXECUTIVE DIRECTOR GORD
    PO BOX 4189
    MEDFORD,OR97501
    (541) 282-0643
    office@gordonelwoodfoun
    bThe form in which applications should be submitted and information and materials they should include:
    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
    cAny submission deadlines:
    GRANT DEADLINES ARE MARCH 1 AND SEPTEMBER 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACCESS INC
    3630 AVIATION WAY
    MEDFORD,OR97504     		  NON PROFIT GRANT 766 3,250
    CASA OF KLAMATH
    403 PINE STREET
    KLAMATH FALLS,OR97601     		  NON PROFIT GRANT 737 6,500
    CASA OF CURRY COUNTY
    1000 SE STEPHENS STREET
    ROSEBURG,OR97470     		  NON PROFIT GRANT 780 5,000
    CASA OF JACKSON COUNTY
    613 MARKET ST
    MEDFORD,OR97504     		  NON PROFIT GRANT 761 8,000
    CHILDRENS ADVOCACY CENTER
    816 W 10TH STREET
    MEDFORD,OR97501     		  NON PROFIT GRANT 756 1,500
    COLLEGE DREAMS
    PO BOX 1407
    GRANTS PASS,OR97526     		  NON PROFIT GRANT 741 10,000
    COMMUNITY FOUNDATION OF THE KLAMATH BASIN
    PO BOX 1903
    KLAMATH FALLS,OR97601     		  NON PROFIT GRANT 718 5,000
    COMMUNITY HEALTH CENTER INC
    19 MYRTLE STREET
    MEDFORD,OR97504     		  NON PROFIT GRANT 713 5,000
    COMPASS HOUSE
    1032 W MAIN STREET
    MEDFORD,OR97501     		  NON PROFIT GRANT 773 1,500
    FAMILY NURTURING CENTER
    212 N OAKDALE
    MEDFORD,OR97501     		  NON PROFIT GRANT 763 10,000
    HEART OF OREGON CORPS
    PO BOX 279
    BEND,OR97709     		  NON PROFIT GRANT 767 5,000
    JOSEPHINE COMMUNITY LIBRARIES
    200 NW C STREET
    GRANTS PASS,OR97526     		  NON PROFIT GRANT 739 1,000
    KAIROS
    715 SW RAMSEY AVE
    GRANTS PASS,OR97527     		  NON PROFIT GRANT 707 5,000
    KID TIME DISCOVERY EXPERIENCE
    106 N CENTRAL
    MEDFORD,OR97501     		  NON PROFIT GRANT 755 8,000
    KLAMATH-LAKE CARES
    2220 ELDORADO BLVD
    KLAMATH FALLS,OR97601     		  NON PROFIT GRANT 731 9,700
    LA CLINICA
    3617 S PACIFIC HWY
    MEDFORD,OR97501     		  NON PROFIT GRANT 687 5,000
    MEDIATION WORKS
    33 NORTH CENTRAL
    MEDFORD,OR97501     		  NON PROFIT GRANT 758 9,000
    OPTIONS FOR SO OREGON
    1215 SW G STREET
    GRANTS PASS,OR97526     		  NON PROFIT GRANT 743 5,000
    OREGON CHILDRENS FOUNDATION
    101 SW MARKET STREET
    PORTLAND,OR97201     		  NON PROFIT GRANT 745 5,000
    PHILANTHROPY NORTHWEST
    2101 FOURTH AVE STE 650
    SEATTLE,WA98121     		  NON PROFIT GRANT 750 2,865
    PHOENIX COUNSELING CENTER
    PO BOX 1257
    PHOENIX,OR97535     		  NON PROFIT GRANT 740 8,200
    ROGUE FARM CORP
    PO BOX 533
    ASHLAND,OR97520     		  NON PROFIT GRANT 734 8,000
    ROGUE FVALLEY FAMILY YMCA
    522 WEST SIXTH STREET
    MEDFORD,OR97501     		  NON PROFIT GRANT 757 2,500
    ROGUE VALLEY YOUTH FOR CHRIST
    529 EDWARDS STREET
    MEDFORD,OR97501     		  NON PROFIT GRANT 768 4,000
    ROGUE WORKFORCE PARTNERSHIP - SORS
    100 E MAIN STE 8
    MEDFORD,OR97501     		  NON PROFIT GRANT 777 10,000
    SOU FOUNDATION
    1250 SISKIYOU BLVD
    ASHLAND,OR97520     		  NON PROFIT GRANT 779 5,000
    SOUTHERN OREGON CHILD & FAMILY COUNCIL
    PO BOX 3697
    CENTRAL POINT,OR97502     		  NON PROFIT GRANT 747 7,500
    SOUTHERN OREGON LATINO SCHOLARSHIP FUND
    PO BOX 1087
    MEDFORD,OR97501     		  NON PROFIT GRANT 782 5,281
    SOUTHERN OREGON MIND-BODY OUTREACH
    PO BOX 66
    JACKSONVILLE,OR97530     		  NON PROFIT GRANT 765 2,000
    ST VINCENT DE PAUL SOCIETY
    PO BOX 1663
    MEDFORD,OR97501     		  NON PROFIT GRANT 736 2,500
    SUNNY WOLF YOUTH SERVICES
    PO BOX 233
    WOLF CREEK,OR97497     		  NON PROFIT GRANT 732 4,000
    SUSTAINABLE VALLEY TECHNOLOGY GROUP
    PO BOX 1075
    MEDFORD,OR97501     		  NON PROFIT GRANT 769 1,000
    THE NEIGHBORHOOD FOOD PROJECT
    PO BOX 1089
    ASLAND,OR97520     		  NON PROFIT GRANT 774 5,000
    WOMEN'S CRISIS SUPPORT CENTER
    560 NE F STREET PMB 430
    GRANTS PASS,OR97526     		  NON PROFIT GRANT 764 7,000
    ROGUE COMMUNITY COLLEGE (GRANT RETURNED)
    3345 REDWOOD HWY
    GRANTS PASS,OR97527     		  NON PROFIT GRANT RETURNED -5,281
    Total .................................bullet 3a 178,015
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 7,143  
    4 Dividends and interest from securities....     14 160,623  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....     14 494  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 238,376  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 406,636 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13406,636
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    GORDON ELWOOD FOUNDATION
     
    Employer identification number

    93-1267972
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    GORDON ELWOOD FOUNDATION
          		Employer identification number

    93-1267972
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    JEFFERSON REGIONAL HEALTH ALLIANCE
     

       
    670 SUPERIOR COURT
     
    MEDFORD, OR97504

    		$5,265


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    LITERACY COUNCIL OF JACKSON COUNTY
     

       
    670 SUPERIOR COURT
     
    MEDFORD, OR97504

    		$2,619


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    START MAKING A READER TODAY (SMART)
     

       
    670 SUPERIOR COURT
     
    MEDFORD, OR97504

    		$20,250


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    GORDON ELWOOD FOUNDATION
          		Employer identification number

    93-1267972
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 IN-KIND SUPPORT FOR OFFICE SPACE, UTILITIES, OFFICE MACHINES AND CONFERENCE ROOM. $5,265 2014-06-30
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    2
    		 IN-KIND SUPPORT FOR OFFICE SPACE, UTILITIES, OFFICE MACHINES AND CONFERENCE ROOM. $2,619 2014-06-30
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    3
    		 IN-KIND SUPPORT FOR OFFICE SPACE, UTILITIES, OFFICE MACHINES AND CONFERENCE ROOM. $20,250 2014-06-30
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    GORDON ELWOOD FOUNDATION
          		Employer identification number

    93-1267972
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    GORDON ELWOOD FOUNDATION
    EIN: 93-1267972
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,000 0   3,089

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    TY 2013 DepreciationSchedule
    Name:
    GORDON ELWOOD FOUNDATION
    EIN: 93-1267972
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    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 5,750 5,750 SL 3.000000000000 0 0    
    FIREPROOF FILE CABINET 2005-02-15 629 629 SL 7.000000000000 0 0    
    1 MONITORS, FAX 2006-01-10 330 330 SL 5.000000000000 0 0    
    COMPUTER 2006-06-06 980 980 SL 5.000000000000 0 0    
    108-208 SUPERIOR COURT OFFICE CONDO 2006-12-28 475,276 79,720 SL 39.000000000000 12,187 0    
    SOUNDSTATION CONFERENCE CALL SYSTEM 2007-08-06 520 450 200DB 7.000000000000 47 0    
    HEATING COOLING SYSTEMS (2) 2007-11-05 21,245 18,401 200DB 7.000000000000 1,896 0    
    HP OFFICEJET PRO 8600 2012-07-01 240 40 SL 3.000000000000 80 0    
    IPAD 2013-01-02 670 112 SL 3.000000000000 223 0    
    DELL INSPIRON LAPTOP 2013-11-19 617   SL 5.000000000000 62 0    

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    TY 2013 GainLossSaleOtherAssetsSch
    Name:
    GORDON ELWOOD FOUNDATION
    EIN: 93-1267972
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    DA DAVIDSON   Purchased     110,605 106,696   0 3,909  
    DA DAVIDSON   Purchased     940,294 705,827   0 234,467  

    TY 2013 GeneralExplanationAttachment
    Name:
    GORDON ELWOOD FOUNDATION
    EIN: 93-1267972
    Identifier Return Reference Explanation
    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.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. URBAN MEDFORD BEAR CREEK GREENWAY CORRIDOR TEAM:WE INVISION AN ECOLOGICALLY HEALTHY BEAR CREEK, A WELL-TRAVELLED GREENWAY AND A FULLY APPRECIATED HAWTHORNE PARK WITH GREEN SPACES THAT MAKE UP THE CORRIDOR FROM 10TH STREET TO MCANDREWS ROAD THROUGH THE REVITALIZATION OF THE URBAN MEDFORD BEAR CREEK GREENWAY CORRIDOR.THE HEALTH OF BEAR CREEK IS RELIANT ON THE REMOVAL OF INVASIVE VEGETATION AND REESTABLISHMENT OF NATIVE PLANTS ALONG THE BANK WHICH CREATES A MORE SUSTAINABLE HABITAT FOR RETURNING SALMON. A BEAUTIFUL AND SAFE GEENWAY TRAIL OFFERS EASY ACCESS FOR ALL CITIZENS AND INCLUDES ADEQUATE LIGHTING AND INSPIRING ARTWORK INCLUDING AN INSTALLATION ON THE I-5 OVERPASS PILLARS. THE UPGRADES TO HAWTHORNE PARK WILL FACILITATE COMMUNITY FESTIVALS THROUGHOUT THE YEAR. THE REVITALIZED CORRIDOR HELPS RE-INVIGORATE CIVIC PRIDE OF PLACE, GENERATES NEW OPPORTUNITIES FOR DOWNTOWN BUSINESSES AND REESTABLISHES HABITAT FOR THE WILDLIFE IN AND ALONG BEAR CREEK.WHEN COMPLETE, THE URBAN MEDFORD BEAR CREEK GREENWAY CORRIDOR WILL BE VASTLY IMPROVED AS A LOCAL AND REGIONAL ASSET. IT WILL ENCOURAGE HEALTHY ACTIVITY IN A RESORATIVE ENVIRONMENT. IT WILL BE A PLACE OF PRIDE FOR COMMUNITY MEMBERS AND AN ATTRACTION FOR VISITORS. IT WILL CREATIVELY UNITE OUR URBAN CENTER WITH OUR DISTINCTIVE NATURAL ENVIRONMENT.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.

    TY 2013 InvestmentsOtherSchedule2
    Name:
    GORDON ELWOOD FOUNDATION
    EIN: 93-1267972
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    DA DAVIDSON - VANTAGE FMV 1,100,502 1,100,502
    DA DAVIDSON - ATALANTA SOSNOFF FMV 583,978 583,978
    DA DAVIDSON - NJF FMV 912,366 912,366
    DA DAVIDSON - CLEARBRIDGE MULTI FMV 1,060,972 1,060,972
    DA DAVIDSON - BRANDES ALL CAP VALUE FMV 790,904 790,904
    DA DAVIDSON - WINSLOW FMV 842,811 842,811
    DA DAVIDSON - THORNBURG FMV 501,650 501,650
    DA DAVIDSON - ADVISOR ACCOUNT FMV 1,997,925 1,997,925
    DA DAVIDSON - MGD ASSETS DIA FMV 1,770 1,770

    TY 2013 LandEtcSchedule2
    Name:
    GORDON ELWOOD FOUNDATION
    EIN: 93-1267972
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FILE CABINET 600 600 0 0
    DRY ERASE BOARD 428 428 0 0
    FIRST PEARL SOFTWARE 5,750 5,750 0 0
    FIREPROOF FILE CABINET 629 629 0 0
    1 MONITORS, FAX 330 330 0 0
    COMPUTER 980 980 0  
    108-208 SUPERIOR COURT OFFICE CONDO 475,276 91,907 383,369 383,369
    SOUNDSTATION CONFERENCE CALL SYSTEM 520 497 23 23
    HEATING COOLING SYSTEMS (2) 21,245 20,297 948 948
    HP OFFICEJET PRO 8600 240 120 120 120
    IPAD 670 335 335 335
    DELL INSPIRON LAPTOP 617 62 555 555


    TY 2013 OtherExpensesSchedule
    Name:
    GORDON ELWOOD FOUNDATION
    EIN: 93-1267972
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES 3,923 0   3,923
    POSTAGE 156 0   156
    INSURANCE 2,419 0   2,419
    TELECOMMUNICATIONS 3,051 0   3,051
    BOARD MEETING EXPENSES 7,534 0   7,534
    DUES & SUBSCRIPTIONS 4,488 0   4,488
    CONTRACT SERVICES 8,687 0   8,687
    PROFESSIONAL DEVELOPMENT 6,875 0   6,875
    COMMUNITY DEVELOPMENT 10,592 0   10,667
    UTILITIES 2,682 0   2,682
    IN-KIND EXPENSES 28,134 0   28,134
    LIBRARY 0 0   0
    EQUIPMENT REPAIR AND MAINTENANCE 0 0   0
    PRINTING 752 0   752


    TY 2013 OtherIncomeSchedule2
    Name:
    GORDON ELWOOD FOUNDATION
    EIN: 93-1267972
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Erisa settlement and Worldcom 494 494 494


    TY 2013 OtherIncreasesSchedule
    Name:
    GORDON ELWOOD FOUNDATION
    EIN: 93-1267972
    Description Amount
    UNREALIZED GAIN 802,898


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    GORDON ELWOOD FOUNDATION
    EIN: 93-1267972
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 46,611 46,611   0
    PROPERTY MANAGEMENT FEES 6,836 0   6,836


    TY 2013 TaxesSchedule
    Name:
    GORDON ELWOOD FOUNDATION
    EIN: 93-1267972
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 2,088 0   2,088
    FOREIGN TAXES 1,547 1,547   0
    CORPORATE FEE 50 0   50
    PAYROLL TAXES 11,850 0   11,850
    STATE TAXES 845 0   845