2026-08-27T10:40:00-05:00 2025-12-31 931098648 DAWSON PC CERTIFIED PUBLIC ACCOUNTANT 567 FAIR OAKS AVENUE ASHLAND OR 975209476 990PF 2025-01-01 203000153 JERRY AND DONNIS LAUSMANN FOUNDATION JERR 5416011749 115 W STEWART AVE STE 202 MEDFORD OR 97501 ANN ISTEL OFFICER 5416011749 2026-07-29 1 DWAINE R DAWSON P00841564 5414820120 2026-07-29 2025 2025-03-06 01:10:19Z X 257053 X X 338 338 6681 6681 11604 38430 11604 18623 18623 0 0 0 995 995 0 3213 3213 0 63 63 0 2153 2153 0 6424 6424 0 25500 25500 31924 6424 25500 -13301 12199 11077 17277 17277 217019 197518 239776 228096 214795 257053 0 0 X 330851 330851 0 0 -102755 -116056 228096 214795 228096 214795 228096 -13301 0 214795 0 214795 AMERIPRISE 7098 P 624 588 36 36 AMERIPRISE 7098 P 33011 26158 6853 6853 AMERIPRISE 7098 - CG P 4795 4795 4795 AMERIPRISE - VARIOUS P 80 -80 -80 11604 170 0 170 0 170 0 0 0 0 0 0 170 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 N/A ANN ISTEL 5416011749 1512 E MAIN STREET MEDFORD OR 97504 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANN ISTEL 1512 E MAIN STREET MEDFORD OR 97504 OFFICER 2.00 0 0 0 CHRISTIAN ISTEL 115 STEWART AVENUE MEDFORD OR 97501 OFFICER 2.00 0 0 0 MARVIN HACKWELL 802 RIDGEWAY CENTRAL POINT OR 97502 TRUSTEE 0.50 0 0 0 EDWARD ISTEL 1512 E MAIN STREET MEDFORD OR 97504 OFFICER 2.00 0 0 0 NONE 0 NONE 0 0 240926 17479 0 258405 0 0 258405 3876 254529 12726 12726 170 170 12556 0 12556 0 12556 25500 0 25500 12556 0 0 28500 26011 29214 18519 13156 115400 25500 0 0 0 12556 12944 0 0 128344 0 0 0 0 0 0 28500 99844 26011 29214 18519 13156 12944 X COMMUNITY WORKS 2594 E BARNETT RD STE C MEDFORD OR 97504 NC UNRESTRICTED 5000 JPR 1250 SISKIYOU BLVD ASHLAND OR 97520 NC UNRESTRICTED 5000 LITERACY OUTREACH 1127 SCHOOL ST GLENWOOD SPRINGS CO 81601 NC UNRESTRICTED 500 SOUTH MEDFORD HIGH SCHOOL CHOIR 1551 CUNNINGHAM AVE MEDFORD OR 97501 NC UNRESTRICTED 2500 SOUTHERN OREGON PBS PO BOX 4688 MEDFORD OR 97501 NC UNRESTRICTED 5000 USE YOUR GIFT FOUNDATION PO BOX 1855 JACKSONVILLE OR 97530 NC UNRESTRICTED 2500 SOUTHERN OREGON UNIVERSITY 1250 SISKIYOU BLVD ASHLAND OR 97520 NC UNRESTRICTED 5000 25500 0 338 6681 11604 0 0 18623 18623 3 INTEREST INCOME IS GENERATED BY THE INVESTMENTS WHICH ARE THE 3 SOURCE OF FUNDS. 4 DIVIDENDS ARE GENERATED BY THE INVESTMENTS WHICH ARE THE 4 SOURCE OF FUNDS. 8 THE ONLY ACTIVITY THE FOUNDATION ENGAGES IN IS THE INVESTMENT OF 8 CORPUS WHICH IS FULLY DISTRIBUTED TO SPECIFIED CHARITABLE ACTIVITIES. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 995 995 0 AMERIPRISE MONEY FUNDS 6133 268 268 AMERICAN BALANCED FUND 60327 82904 COHEN & STEERS REIT & PREFERRED 15238 12869 INVESTCO 6746 10664 ISHARES CORE US AGG 18855 16380 ISHARES CORE HIGH DIV 16468 19170 ISHARES TRUST US INFRASTRUCTURE 20501 21674 SPDR S&P 500 13675 23867 SCHWAB US DIV EQUITY 16114 17460 VANGUARD DIVIDEND APPRECIATION 17027 22520 VANGUARD L/T BOND INDEX 12299 12000 PRIOR YEAR IRS 2153 2153 0 MANAGEMENT FEES 3213 3213 0 STATE OF OREGON 63 63 0