2026-04-15T18:11:58-04:00 2025-12-31 431871840 BLOCK ADVISORS PO BOX 220 BANKS OR 97106 990PF 2025-01-01 461616702 THE SPIERING FAMILY FOUNDATION SPIE 5036818112 15115 NW OLD PUMPKIN RIDGE RD NORTH PLAINS OR 97133 ANTHONY SPIERING PRESIDENT 2026-04-15 PATRICK J OROURKE P00167379 5033246274 2026-04-15 2025 2025-03-06 01:10:19Z X 3912614 X 43541 6965 6965 6965 98604 98604 98604 214199 1062011 28193 129 129 363438 133762 105698 407 1722 18141 17 2682 22969 0 0 185000 185000 207969 0 185000 155469 133762 105698 152269 243865 243865 1754 1754 1754 1918130 1931221 3177859 442168 490642 489136 2512567 2667482 3912614 0 X 2512567 2667482 2512567 2667482 2512567 2667482 2512567 155469 2668036 554 2667482 28193 1859 1859 1859 1600 1600 X 11 270 false false false false false false false true true OR true false false false false true N/A ANTHONY SPIERING 5036818112 15115 NW OLD PUMPKIN RIDGE RD NORTH PLAINS OR 97133 false false false false false false false false false false false false false false false false false false false false ANTHONY SPIERING 15115 NW OLD PUMPKIN RIDGE RD NORTH PLAINS OR 97133 PRESIDENT 2.00 0 0 0 MARY SPIERING 15115 NW OLD PUMPKIN RIDGE RD NORTH PLAINS OR 97133 SECRETARY 2.00 0 0 0 BARRY A SPIERING 636 BEACON ST APT 403 BOSTON MA 02215 DIRECTOR 1.00 0 0 0 CYNARA BLACKWOOD CYNARA BLACKWOOD NORTH PLAINS OR 97133 DIRECTOR 1.00 0 0 0 NONE NONE N/A 0 0 0 0 0 0 0 0 1859 1859 0 185000 185000 0 176000 132000 145000 170000 623000 185000 185000 808000 0 808000 176000 132000 145000 170000 185000 X NAMI OF WASHINGTON COUNTY NAMI OF WASHINGTON COUNTY 18680 SW SHAW ST ALOHA OR 97007 NONE PC SPONSORSHIP 95000 ST MARY'S HOME FOR BOYS ST MARY'S HOME FOR BOYS 16535 SW TV HWY BEAVERTON OR 970035413 NONE PC SPONSORSHIP 30000 ANTHONY TWAROG 8935 SE POWELL BLVD PORTLAND OR 97266 NONE PC SPONSORSHIP 30000 LIFEWORKS NW LIFEWORKS NW 14600 NW CORNELL ROAD PORTLAND OR 97229 NONE PC SPONSORSHIP 30000 185000 6965 98604 214199 CLASS ACTION 65 SECURITIES LITIGATION 50 REIMBURSEMENT OF PENALTIES 14 319897 319897 false false false false false false false false false false X X 1 ANTHONY SPIERING 15115 NW OLD PUMPKIN RIDGE RD NORTH PLAINS OR 97133 43541 X X 1 STOCKS AT DONORS COST 1511833 2025-12-15 BLOCK ADVISORS 1722 COLUMBIA TRUST - SHORT TERM COVERED PURCHASE 2025-12 55904 64074 -8170 COLUMBIA TRUST - LONG TERM COVERED PURCHASE 2025-12 977914 783738 194176 BLACKROCK GLOBAL EVENT DRIVEN EQUITY 93744 96710 BLACKROCK GLOBAL EQUITY MARKET NEUTR 92939 98019 BLACKROCK GLOBAL LONG/SHORT CREDIT 186265 183372 CALAMOS CONVERTIBLE FUND DWS GLOBAL INFRASTRUCTURE INSTL FIDELITY REAL ESTATE INCOME GOLDMAN SACHS MANAGED FUTURES 117694 111035 AB SMALL CAP GROWTH 80577 81566 ABBOTT LABORATORIES 14606 15661 ACCENTURE PLC 14525 11000 ADOBE INC 10455 13650 AIR PRODUCTS & CHEMICALS INC 11521 12104 ALLSTATE CORP 9983 19150 ALPHABET INC CLASS A 30203 128330 AMAZON COMMUNICATIONS 48861 79633 APPLE INC 11398 159310 ASML HOLDING NV NY REG SHARES 30845 39585 AUTODESK INC 8851 14800 BANK AMER CORP 19327 42625 BERKSHIRE HATAWAY INC 16567 30159 BLACK ROCK INC 18564 34251 BROADCOM INC 13956 19036 CATERPILLAR INC 2754 20623 CHEVRON CORPORATION 21860 30025 CHUBB LTD 14622 16230 CLEARBRIDGE INTERNATIONAL GROWTH 74234 94133 COSTCO WHOLESALE CORP NEW 10332 30182 CRH PLC 14766 20592 CROWDSTRIKE HOLDINGS 6914 17813 CROWN CASTLE INTERNATIONAL CORP CUMMINS ENGINE INC 10797 23991 DATADOG INC 13663 16863 DEERE & CO 8446 24210 DELL TECHNOLOGIES DIGITAL REALTY TRUST 17738 15471 DOW INC COM ENPHASE GOLDMAN SACHS INTERNATIONAL EQUITY I 293436 376218 HCA HOLDINGS INC 17162 41551 HOME DEPOT 11266 14796 INTERCONTINENTAL EXCHANGE INC 24568 24294 INTUITIVE SURGICAL INC 2769 15858 INVESCO OPPENHEIMER INT'L SMALL MID ISHARES INC CORE MSCI EMKT 107193 148220 ISHARES MSCI EMERGING MKTS EX CHINA 123428 152119 JOHNSON & JOHNSON 23478 28766 JP MORGAN CHASE 21661 74433 L3HARRIS TECHNOLOGIES 14149 19669 LAM RESEARCH CORP 2004 46219 LILLY ELI & CO 29096 38688 LULULEMON ATHLETICA INC MCDONALDS CORP 13294 22617 META PLATFORMS INC FORMERLY FACEBOOK 49732 52147 MICROSOFT CORP 17787 152340 MORGANE STANLEY 6454 20593 NETFLIX INC 1862 14064 NEXTERA ENERGY INC 13870 15173 NIKE INC CL B NORFOLK SOUTHER CORP 16751 25407 NVIDIA CORP 2510 118428 PALO ALTO NETWORKS INC 3924 16394 PARKER-HANNIFIN 3410 23732 PEPSICO INC 26900 24398 PHILLIPS 66 9607 17162 PNC FINANCIAL SERVICES GROUP 25396 35484 PPG INDUSTRIES 17024 13320 PROCTER & GAMBLE 13410 12611 PUBLIC STORAGE 22152 18165 REGENERON PHARMACEUTICALS INC 11494 13122 SALESFORCE.COM 9267 20398 SERVICENOW INC 8678 19915 STRYKER CORPORATION 15843 30929 T ROWE PRICE INST CONCENTRATED T ROWE PRICE INT DISCIPLINED EQUITY 147269 168566 THERMO FISHER SCIENTIFIC 15955 34767 UNITED HEALTH GROUP INC UNITED RENTALS 2134 15377 VEEVA SYSTEM INC 15764 14733 VERIZON COMMUNICATIONS 17224 16984 VICTORY SYCAMORE ESTABLISHED VALUE 99151 107837 VICTORY SYCAMORE SMALL CAP OPPORTUNI 109798 110183 VISA INC CLASS A 10704 33668 VISTRA CORP WALT DISNEY COMPANY 17282 17521 DUFFY KEKEL LLC 407 FEDERAL INCOME TAX 554 CLASS ACTION 65 65 SECURITIES LITIGATION 50 50 REIMBURSEMENT OF PENALTIES 14 14 FUND MANAGEMENT 18126 AGENT FEE 15 OREGON DEPT OF JUSTICE 402 SECRETARY OF STATE 50 FOREIGN TAXES ON DIVIDENDS 2230