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Nonprofit · EIN 93-6067801

BASIL RONJOIN EDUCATIONAL TRUST

Also known as WENDY R GERLACH N TT

Tax-exempt · PORTLAND, OR 97221

Financials

$56K$77K2023$89K$86K2024$119K$78K2025
Revenue Expenses · by fiscal year end
Financials of BASIL RONJOIN EDUCATIONAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$119,367$77,760$41,607$956,649$0$956,649
December 31, 2024990-PF$88,894$86,037$2,857$915,077$35$915,042
December 31, 2023990-PF$55,769$76,503-$20,734$912,185$0$912,185
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$32,852
Interest
$2,498
Net gain from sales of assets
$84,017

Expenses

Grants and similar amounts paid
$60,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$64,405
Excise tax on investment income
$1,476

Balance sheet and other

Total assets, start of year
$915,077
Total assets, end of year
$956,649
Total liabilities, end of year
$0
Net assets, end of year
$956,649
Fair market value of assets
$1,765,527
Qualifying distributions
$64,405
Net investment income
$119,367

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.

NameTitleHours / weekCompensation
WENDY GERLACH
3612 SW DOSCH CT, PORTLAND, OR 97221
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
WENDY GERLACH
3612 SW DOSCH CT, PORTLAND, OR 97221
TRUSTEE1$12,292
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
WENDY GERLACH
3612 SW DOSCH CT, PORTLAND, OR 97221
TRUSTEE1$0

Address and contacts

Address (IRS master file)
3612 SW DOSCH CT, PORTLAND, OR 97221-4136
In care of
% WENDY R GERLACH
Signed the 990-PF
WENDY GERLACH, TRUSTEE
Phone
(503) 297-6363
Return prepared by
GEFFEN MESHER & COMPANY PC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
93-6067801
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$956,649
Income (IRS master file)
$174,901

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$119,367$77,760$956,649IRS
990-PFDecember 2024$88,894$86,037$915,077XML
990-PFDecember 2023$55,769$76,503$912,185XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 93-6067801).

Questions about BASIL RONJOIN EDUCATIONAL TRUST

What is the EIN of BASIL RONJOIN EDUCATIONAL TRUST?
The employer identification number (EIN) of BASIL RONJOIN EDUCATIONAL TRUST is 93-6067801.
Is BASIL RONJOIN EDUCATIONAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does BASIL RONJOIN EDUCATIONAL TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of BASIL RONJOIN EDUCATIONAL TRUST 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 BASIL RONJOIN EDUCATIONAL TRUST 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 BASIL RONJOIN EDUCATIONAL TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does BASIL RONJOIN EDUCATIONAL TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $119,367, expenses of $77,760 and total assets of $956,649 at year end.

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