2025-04-10T15:13:34-04:00 2024-12-31 205813117 HALE & SMITH PLLC 420 WELLINGTON AVE STE 103 WALLA WALLA WA 993622252 990PF 2024-01-01 911918532 ELIZABETH MCEACHERN FOUNDATION C/O SAMUEL N WELLS ELIZ 5093011233 311 JUNIPER STREET WALLA WALLA WA 99362 SAMUEL N WELLS DIRECTOR 5093011233 2025-04-09 true true DAVID H SMITH EA P00677431 5095295417 2025-04-08 2024 2025-03-06 01:10:19Z X 267732 X X 4189 4189 4189 6564 6564 6564 5179 49767 4072 15932 14825 10753 850 850 124 124 2358 2358 3332 3332 0 10444 10444 13776 3332 10444 2156 11493 10753 5562 7126 7126 255599 260606 260606 261161 267732 267732 0 X 261161 267732 261161 267732 261161 267732 261161 2156 4415 267732 267732 4072 160 160 160 160 false false false false false false false true true WA true false false false false true N/A SAMUEL N WELLS 5093011233 311 JUNIPER STREET WALLA WALLA WA 99362 false false false false false false false false false false false false false false false false false false false false ELIZABETH A FREED 18621 123RD SE SNONOMISH WA 98296 DIRECTOR 000.00 0 0 0 SAMUEL N WELLS 311 JUNIPER STREET WALLA WALLA WA 99362 DIRECTOR 000.00 0 0 0 NONE NONE N/A 261790 6000 0 267790 267790 4017 263773 13189 13189 160 160 13029 13029 13029 10444 10444 13029 27210 18640 13040 58890 10444 10444 2585 2585 56305 0 24625 31680 18640 13040 X MONROE CHRISTIAN SCHOOL 1009 WEST MAIN ST MONROE WA 98272 CHARITABLE DONATION 5222 WALLA WALLA PUBLIC SCHOOLS 364 S PARK ST WALLA WALLA WA 99362 CHARITABLE DONATION 5222 10444 4189 6564 5179 15932 15932 false false false false false false false false false false TAX PREPARATION 850 850 AMERICAN MUTUAL F3 PURCHASE 2024-04 1304 1253 51 FIRST EAGLE SMALL CAP 2023-07 PURCHASE 2024-04 386 376 10 FIRST EAGLE GLOBAL R6 2023-07 PURCHASE 2024-04 1682 1609 73 HARTFORD DIVIDEND & GROWTH PURCHASE 2024-10 1888 1745 143 PT POLARIS FOR VAL SM CAP 2023-12 PURCHASE 2024-04 559 535 24 AMERICAN MUTUAL F3 2023-07 PURCHASE 2024-10 1712 1436 276 FIRST EAGLE SMALL CAP 2023-07 PURCHASE 2024-10 1224 1106 118 FIRST EAGLE GLOBAL R6 2023-07 PURCHASE 2024-10 1494 1272 222 HARTFORD DIVIDEND & GROWTH 2023-07 PURCHASE 2024-10 548 458 90 PT POLARIS FOR VAL SM CAP 2023-07 PURCHASE 2024-10 898 815 83 WELLS FARGO BK NA SIOUX FALLS 2023-07 PURCHASE 2024-07 34000 33983 17 PORTFOLIO 260606 260606 EXPENSES FEES 2358 2358 ACCUMULATED INCOME ADJUSTMENT 4415 FOREIGN TAX PAID 74 74 EXCISE TAX 50 50