2026-04-01T22:56:33-07:00 2025-12-31 320329674 WINKLER THURLOW FORNER CPAS 4360 ARDEN WAY 4 SACRAMENTO CA 95864 990PF 2025-01-01 680463204 SLATER FAMILY RESEARCH TRUST SLAT 9163939000 450 ROBINWOOD DRIVE NE BAINBRIDGE ISLAND WA 98110 DIANE PRICE Trustee 2026-04-01 true Tyler Thurlow CPA P01317372 9164858145 X 2025 2025-03-06 01:10:19Z X 3217145 X X 3498 3498 3498 18957 18957 18957 104414 262571 104414 3757 126869 126869 26212 80871 4044 76827 1473 1473 6165 2825 2802 91311 4044 81125 80442 101475 171753 4044 182600 -44884 122825 26212 -2281 1884 103359 507019 453079 2486044 395601 384550 627742 900339 839513 3217145 5091 103526 82493 103526 87584 X 796813 751929 796813 751929 900339 839513 796813 -44884 751929 751929 NA CAPITAL GAIN DISTRIBUTIONS P 2024-01-01 2025-12-31 63219 63219 63219 CASH IN LIEU COCA COLA P 2024-01-01 2025-05-29 84 4 80 80 REDEMPTION BANK OF AMERICA P 2024-05-21 2025-05-30 25000 25000 153 SHS ABBOTT LABS P 2017-01-31 2025-08-29 19978 14491 5487 5487 285 SHS JOHNSON & JOHNSON P 2004-12-31 2025-08-29 50042 34717 15325 15325 18.7632 SHS KENVUE INC P 2024-09-01 2025-08-29 384 435 -51 -51 522 SHS KENVUE INC P 2023-08-01 2025-08-29 10735 7505 3230 3230 205.02 SHS JOHNSON & JOHNSON P 2004-12-31 2025-12-24 4920 3930 990 990 3.8292 SHS ABBOTT LABS P 2025-01-01 2025-12-24 479 505 -26 -26 97.2597 SHS ABBOTT LABS P 2017-01-31 2025-12-24 12157 9825 2332 2332 838.4716 SHS POLEN GROWTH INVESTOR P 2025-12-03 2025-12-24 28483 24649 3834 3834 1386.2394 SHS POLEN GROWTH INVESTOR P 2016-03-31 2025-12-24 47090 37096 9994 9994 104414 3757 1707 1707 1707 X 44 1751 0 false false false false false false false true true WA true false false false false true N/A DIANE PRICE 9163939000 450 ROBINWOOD DRIVE BAINBRIDGE ISLAND WA 98110 false false false false false false false false false false false false false false false false false false false false false false DIANE PRICE 450 ROBINWOOD DRIVE NE BAINBRIDGE ISLAND WA 98110 Trustee 1.00 48523 CHRISTOPHER SLATER 5205 GOODAN LANE MISSOULA MT 59808 Trustee 1.00 32348 NONE NONE 3289655 21937 0 3311592 0 3311592 49674 3261918 163096 163096 1707 1707 161389 161389 161389 182600 182600 161389 101475 182600 101475 0 81125 80264 X COLORADO SCHOOL OF MINES 1500 ILLINOIS STREET GOLDEN CO 80401 PC RESEARCH FUNDING 101475 101475 COLORADO SCHOOL OF MINES 1500 ILLINOIS STREET GOLDEN CO 80401 PC RESEARCH FUNDING 80264 80264 3498 14 18957 18 94420 9994 113377 13492 126869 false false false false false false false false false false TAX PREP 2024 2825 0 0 2825 TAX PREP 2025 3340 0 0 0 JOBY AVIATION INC. 8370 17939 PROCTOR & GAMBLE 49699 81027 MCDONALDS 31472 69229 MARRIOTT INTL INC 25672 85511 JOHNSON & JOHNSON 17393 21976 COSTSCO WHOLESALE 131002 1094471 COCA-COLA BOTTLING CO 21668 132208 BERKSHIRE HATHAWAY 61594 350850 AMAZON COM INC 87444 595516 ABBOT LABORATORIES KENVUE INC NVIDIA CORP 18765 37317 VANGUARD COMMUNICATION AT COST 27490 59505 INVESCO S&P 500 LOW AT COST 37341 56803 AMERICAN MUTUAL FD CL F1 AT COST 15290 21247 SCHWAB TOTAL STOCK MKT AT COST 21312 46664 SCHWAB FUNDAMENTAL US AT COST 16688 32329 POLEN GROWTH FD RETAIL AT COST JANUS HENDERSON RESEARCH FUND AT COST 40240 74163 KINETICS PARADIGM FUND AT COST 48640 120866 PARNASSUS EQUITY INCOME AT COST 118798 157267 CAPITAL ONE BANK AT COST 19751 19840 ALLY BANK AT COST BANK OF AMERICA AT COST CHARLES SCHWAB AT COST BANK OF AMERICA AT COST 13000 13004 WELLS FARGO BANK AT COST 26000 26054 ATTORNEY FEES 1473 0 0 1473 FEDERAL TAX 2024 1052 FEDERAL TAX 2025 1750