2025-11-05T08:36:14-08:00 2024-12-31 612119901 WHITE OAK RESOURCES LLC 8171 MAPLE LAWN BLVD STE 375 FULTON MD 20759 990PF 2024-01-01 260729957 Trisons Foundation Inc TRIS 2402951600 8171 Maple Lawn Blvd Fulton MD 20759 Mary C Acker Secretary 2402951600 2025-11-04 true Colleen McCarthy P01075410 2402951613 2024 2025-03-06 01:10:19Z X 49567030 X 2638000 42598 42598 0 685137 685137 0 1029544 5831260 1029544 45254 0 -539 -539 0 4394740 1756740 45254 0 16355 6801 0 9554 0 36916 10537 0 0 0 44289 43813 0 440 97560 61151 0 9994 2622381 2622381 2719941 61151 0 2632375 1674799 1695589 45254 48895 49430 49430 3621 3621 3621 0 0 802616 817110 817110 34797868 42018681 42018681 0 5687439 6678188 6678188 0 0 0 0 41336818 49567030 49567030 12413 24479 0 0 0 0 12413 24479 X 41324405 49542551 41324405 49542551 41336818 49567030 41324405 1674799 6550936 49550140 7589 49542551 See Attached - Morgan Stanley ST 1597 P 2023-07-31 2024-07-01 996727 0 980879 15848 0 0 0 15848 See Attached - Morgan Stanley LT 1597 P 2022-10-13 2024-03-19 3466621 0 2619106 847515 0 0 0 847515 See Attached - Morgan Stanley Box 2a 1597 P 2022-10-13 2024-03-19 101232 0 0 101232 0 0 0 101232 See Attached - Morgan Stanley ST 6677 P 2023-10-03 2024-03-15 520880 0 491474 29406 0 0 0 29406 See Attached - Morgan Stanley LT 6677 P 2022-06-23 2024-03-15 745409 0 706713 38696 0 0 0 38696 See Attached - Morgan Stanley Box 2a 6677 P 2022-06-23 2024-03-15 391 0 0 391 0 0 0 391 See Attached - Tertium Fund I P 2022-06-23 2024-03-15 0 0 3544 -3544 0 0 0 -3544 1029544 45254 23569 0 23569 0 23569 24814 25000 49814 -49814 26245 26245 false false false false false false false true true FL true false true false false true N/A White Oak Resources LLC 2402951600 8171 Maple Lawn Blvd 375 Fulton MD 20759 false false false true true false false false false false false false false false false false false false false false false false false Roberta Bainum 8171 Maple Lawn Blvd 375 Fulton MD 20759 President/Director 0.50 0 0 0 Eric Froom 8171 Maple Lawn Blvd 375 Fulton MD 20759 Director 0.50 0 0 0 Ryan Froom 8171 Maple Lawn Blvd 375 Fulton MD 20759 Director 0.50 0 0 0 Alexander Froom 8171 Maple Lawn Blvd 375 Fulton MD 20759 Director 0.50 0 0 0 Mary C Acker 8171 Maple Lawn Blvd 375 Fulton MD 20759 Sec/Treasurer 0.50 0 0 0 Rachel Everett 8171 Maple Lawn Blvd 375 Fulton MD 20759 Director 0.50 0 0 0 Maluhia Froom 8171 Maple Lawn Blvd 375 Fulton MD 20759 Director 0.50 0 0 0 NONE 0 NONE 0 N/A 0 43858653 40465 370281 44269399 0 44269399 664041 43605358 2180268 2180268 23569 23569 2156699 2156699 2156699 2632375 2632375 2156699 1888935 0 0 0 0 0 0 2632375 1888935 0 743440 0 0 0 0 0 1413259 0 0 0 0 0 0 0 White Oak Legacy Inc FKA Realty Inv Roberta Bainum contributed more tha Roberta's mother Jane Bainum contri Directors Roberta Bainum Eric Ryan Mary C Acker Treasurer is an Office X See Attached 3102 Front Street Klamath Falls CA 97601 501(c)(3) See Attached 2622381 2622381 14 42598 14 685137 18 1029545 Tertium Fund I 900000 -539 -539 1757280 1756741 false false false false false false false false false true Sweetwater Action Fund 501c4 Common Directors & Officers X X 1 Estate of Jane Bainum 8171 Maple Lawn Blvd 375 Fulton MD 20759 2638000 X White Oak Resources, LLC Accounting Services 16355 6801 0 9554 Various 5831260 4801716 1029544 Morgan Stanley - Equities 10357141 10357141 Choice Hotels International stock 31661540 31661540 817110 817110 Morgan Stanley - Other Mutual Funds and ETFs 6293272 6293272 Tertium Fund II, LLC 384916 384916 Wash Sale 7589 Investment Fees 43813 43813 0 0 Licenses and Fees 440 0 0 440 Postage 36 0 0 0 Tertium Fund I -539 -539 0 0 0 Unrealized Gain on Securities 6550936 Foreign tax 10537 10537 0 0 Excise Tax 26379 0 0 0