2025-06-05T12:45:58-05:00 2024-12-31 931042710 GEFFEN MESHER & COMPANY PC 888 SW 5TH AVE SUITE 800 PORTLAND OR 97204 990PF 2024-01-01 936067801 BASIL RONJOIN EDUCATIONAL TRUST C/O WENDY R GERLACH BASI 5032976363 3612 SW DOSCH CT PORTLAND OR 97221 WENDY GERLACH TRUSTEE 5032976363 2025-06-05 1 1 BRIAN ANNAND P01082656 5032210141 2024 2025-03-06 01:10:19Z X 1506829 X X 1452 1452 30545 30545 56897 175569 56897 88894 88894 12292 6146 6146 5650 2825 2825 786 605 0 7309 7309 0 26037 16885 8971 60000 60000 86037 16885 68971 2857 72009 31197 38698 38698 880988 876379 1468131 912185 915077 1506829 35 0 35 X 0 0 0 0 912185 915042 912185 915042 912185 915077 912185 2857 0 915042 0 915042 AT&T INC 2000 SHARES 2023-03-01 2024-02-26 33120 37290 -4170 -4170 DR HORTON INC 233 SHARES 2024-02-26 2024-09-17 45043 34085 10958 10958 APPLE INC 70 SHARES 2013-04-18 2024-07-22 15761 993 14768 14768 KRAFT HEINZ CO 500 SHARES 2019-02-15 2024-02-26 17952 23828 -5876 -5876 KRAFT HEINZ CO 480 SHARES 2022-08-30 2024-02-26 17234 17952 -718 -718 PALO ALTO NETWORKS INC 115 SHARES 2017-03-01 2024-12-05 46459 4524 41935 41935 56897 1001 0 1001 0 1001 1846 0 0 0 1846 X 0 845 845 0 0 0 0 0 0 0 0 0 0 0 1 1 OR 1 0 0 0 0 1 N/A WENDY GERLACH 5032976363 3612 SW DOSCH CT PORTLAND OR 97221 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WENDY GERLACH 3612 SW DOSCH CT PORTLAND OR 97221 TRUSTEE 1.00 12292 0 0 NONE 0 NONE 0 0 1418958 32087 0 1451045 0 0 1451045 21766 1429279 71464 71464 1001 1001 70463 0 70463 0 70463 68971 0 68971 70463 0 0 18083 13326 4233 13230 1418 50290 68971 0 0 0 68971 0 1492 1492 48798 0 0 0 0 0 0 16591 32207 13326 4233 13230 1418 X WENDY GERLACH 3612 SW DOSCH CT PORTLAND OR 97221 5032976363 N/A N/A N/A DEL NORTE SCHOLARSHIP FOUNDATION 301 WEST WASHINGTON BOULEVARD CRESCENT CITY CA 95531 TAX EXEMPT SCHOLARSHIP 40000 LEWIS AND CLARK COLLEGE 0615 SW PALATINE HILL RD PORTLAND OR 97219 TAX EXEMPT SCHOLARSHIP 20000 60000 0 14 1452 14 30545 18 56897 0 88894 0 88894 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5650 2825 2825 TYPE OF ORGANIZATION 990-PF, PAGE 1, ITEM H THE FORM 990-PF HAS BEEN MARKED SECTION 4947(A)(1) NONEXEMPT CHARITABLE TRUST ON PAGE 1, ITEM H TO RESOLVE E-FILE REJECTION CODE F990PF-906-01. THE TRUST IS A SECTION 501(C)(3) EXEMPT PRIVATE FOUNDATION, NOT A SECTION 4947(A)(1) NONEXEMPT CHARITABLE TRUST. THIS SELECTION FOR TYPE OF ORGANIZATION IS SOLELY TO RESOLVE THE REJECTION AND ELECTRONICALLY FILE THE FORMS. ALPHABET INC CL A 11912 85185 APPLE INC 4471 78882 COCACOLA COM 24096 36733 DOVER CORP 11736 54404 EMERSON ELECTRIC CO 25343 54529 GENERAL MILLS 28248 30291 PALO ALTO NETWORKS INC 8457 78243 PROCTER & GAMBLE 22937 43589 QUALCOMM INC 23754 70204 SANOFI ADR 52677 57394 STEEL DYNAMICS INC 18984 45628 INITL BUSINESS MACHINES 59131 103320 JPMORGAN CHASE & CO 47565 103075 ABBOTT LABS 48995 54293 CISCO SYSTEMS INC COM 46798 61272 CITIGROUP INC COM NEW 49088 70390 DISNEY (WALT) CO COM STK 48842 48437 EXXON MOBIL CORP COM 49184 54861 GOLDMAN SACHS GROUP INC 50073 85893 MEDTRONIC PLC SHS 48818 44733 KROGER CO 23746 32838 THERMO FISHER SCIENTIFIC 53210 52023 VERIZON COMMUNICATIONS 38335 39990 BORG WARNER INC 34221 36209 SPDR BLOOMBERG 45758 45715 BANK FEES 95 95 0 ADVISORY FEES 7214 7214 0 FOREIGN TAXES 605 605 0 STATE TAXES 181 0 0