Nonprofit · EIN 20-3000153
JERRY AND DONNIS LAUSMANN FOUNDATION
Tax-exempt · MEDFORD, OR 97501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $18,623 | $31,924 | -$13,301 | $214,795 | $0 | $214,795 |
| December 31, 2024 | 990-PF | $24,296 | $30,009 | -$5,713 | $228,096 | $0 | $228,096 |
| December 31, 2023 | 990-PF | -$713 | $34,892 | -$35,605 | $233,809 | $0 | $233,809 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $6,681
- Interest
- $338
- Net gain from sales of assets
- $11,604
Expenses
- Grants and similar amounts paid
- $25,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $25,500
- Excise tax on investment income
- $170
Balance sheet and other
- Total assets, start of year
- $228,096
- Total assets, end of year
- $214,795
- Total liabilities, end of year
- $0
- Net assets, end of year
- $214,795
- Fair market value of assets
- $257,053
- Qualifying distributions
- $25,500
- Net investment income
- $18,623
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN ISTEL 1512 E MAIN STREET, MEDFORD, OR 97504 | OFFICER | 2 | $0 |
| CHRISTIAN ISTEL 115 STEWART AVENUE, MEDFORD, OR 97501 | OFFICER | 2 | $0 |
| MARVIN HACKWELL 802 RIDGEWAY, CENTRAL POINT, OR 97502 | TRUSTEE | 0.5 | $0 |
| EDWARD ISTEL 1512 E MAIN STREET, MEDFORD, OR 97504 | OFFICER | 2 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN ISTEL 1512 E MAIN STREET, MEDFORD, OR 97504 | OFFICER | 2 | $0 |
| CHRISTIAN ISTEL 115 STEWART AVENUE, MEDFORD, OR 97501 | OFFICER | 2 | $0 |
| MARVIN HACKWELL 802 RIDGEWAY, CENTRAL POINT, OR 97502 | TRUSTEE | 0.5 | $0 |
| EDWARD ISTEL 1512 E MAIN STREET, MEDFORD, OR 97504 | OFFICER | 2 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANN ISTEL 1512 E MAIN STREET, MEDFORD, OR 97504 | OFFICER | 2 | $0 |
| CHRISTIAN ISTEL 115 STEWART AVENUE, MEDFORD, OR 97501 | OFFICER | 2 | $0 |
| MARVIN HACKWELL 802 RIDGEWAY, CENTRAL POINT, OR 97502 | TRUSTEE | 0.5 | $0 |
| EDWARD ISTEL 1512 E MAIN STREET, MEDFORD, OR 97504 | OFFICER | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 115 W STEWART AVE STE 202, MEDFORD, OR 97501-3607
- In care of
- % JERRY S LAUSMANN
- Signed the 990-PF
- ANN ISTEL, OFFICER
- Phone
- (541) 601-1749
- Return prepared by
- DAWSON PC CERTIFIED PUBLIC ACCOUNTANT
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-3000153
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $214,795
- Income (IRS master file)
- $45,449
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $18,623 | $31,924 | $214,795 | XML |
| 990-PF | December 2024 | $24,296 | $30,009 | $228,096 | XML |
| 990-PF | December 2023 | -$713 | $34,892 | $233,809 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 20-3000153).
Questions about JERRY AND DONNIS LAUSMANN FOUNDATION
- What is the EIN of JERRY AND DONNIS LAUSMANN FOUNDATION?
- The employer identification number (EIN) of JERRY AND DONNIS LAUSMANN FOUNDATION is 20-3000153.
- Is JERRY AND DONNIS LAUSMANN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to JERRY AND DONNIS LAUSMANN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JERRY AND DONNIS LAUSMANN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JERRY AND DONNIS LAUSMANN FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JERRY AND DONNIS LAUSMANN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JERRY AND DONNIS LAUSMANN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does JERRY AND DONNIS LAUSMANN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $18,623, expenses of $31,924 and total assets of $214,795 at year end.
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