2024-03-19T15:03:39-04:00 2023-12-31 810974967 Allan Smith & Company CPAs PC Two Cabot Place Suite 8 Stoughton MA 02072 990PF 2023-01-01 046036556 WILLARD C TILSON FOUNDATION WILL 58 WATSON ROAD Exeter NH 03833 LAURIE KELLY CO-TRUSTEE 6037780766 2024-03-19 true LAURIE KELLY true Allan Smith CPA P00825089 7742065553 2024-03-19 2 00 AAL2 IAL1 2023 2023-04-26 12:10:37Z X 6202508 X X 2621 2621 2621 117225 117225 117225 149796 550000 149796 7420 277062 269642 119846 40000 16000 16000 24000 10378 9340 9340 27723 24951 24951 70 63 63 78171 50354 50354 24000 230000 230000 308171 50354 50354 254000 -31109 219288 69492 84731 37128 37128 3460206 3238200 4553117 1296209 1534709 1612263 4841146 4810037 6202508 0 0 X 4841146 4810037 4841146 4810037 4841146 4810037 4841146 -31109 4810037 4810037 145 Sh Vanguard 500 Index P 2018-08-13 2023-05-09 55000 37745 17255 5739 Sh Ishares MSCI Int Index P 2018-08-13 2023-05-09 85000 78511 6489 270 Sh Vanguard Growth Index P 2018-08-13 2023-05-09 35000 21625 13375 127 Sh Vanguard Information Tech P 2018-08-13 2023-05-09 25000 12531 12469 First Fed Svgs Bank 51 Mat 1123 P 2023-05-09 2023-11-13 100000 100000 2015 Sh Ishares MSCI Intl Index P 2018-08-13 2023-11-17 29680 27563 2117 633 Sh Ishares MSCI Intl Index P 2018-08-13 2023-11-22 9332 8654 678 512 Sh Vanguard Growth Index P 2018-08-13 2023-11-17 77733 40963 36770 120 Sh Vanguard Growth Index P 2018-08-13 2023-11-22 18491 9616 8875 155 Sh Vanguard Info Tech Index P 2018-08-13 2023-11-17 36265 15302 20963 35 Sh Vanguard Info Tech Index P 2018-08-13 2023-11-22 8359 3493 4866 Vanguard Mid-cap Growth Index P 2018-08-13 2023-11-17 4735 3267 1468 18 Sh Vanguard Mid-cap Growth Index P 2018-08-13 2023-11-22 1595 1090 505 124 Sh Vanguard 500 Index P 2018-08-13 2023-11-17 51587 32271 19316 29 Sh Vanguard 500 Index P 2018-08-13 2023-11-22 12223 7573 4650 149796 3048 0 3048 0 3048 8048 8048 5000 5000 false false false false false false false true MA true false false false false true NA-NONE UBS FINANCIAL SERVICES INC 6174398000 ONE POST OFFICE SQUARE 33RD FLOOR Boston MA 02109 false false false false false false false false false false false false false false false false false false false false false false LAURIE KELLY 58 WATSON ROAD Exeter NH 03833 TRUSTEE 5.00 20000 0 0 ROKHAYA WARING 530 BRIGADOON DRIVE Clyde NC 28721 TRUSTEE 5.00 20000 0 0 NONE 0 NONE NA-NONE 0 NA-NONE 0 5575800 63597 0 5639397 0 5639397 84591 5554806 277740 277740 3048 3048 274692 274692 274692 254000 254000 274692 35001 88412 123413 254000 254000 20692 20692 102721 0 102721 14309 88412 NA-NONE NA-NONE LAURIE KELLY 58 WATSON ROAD Exeter NH 03833 6033033876 REQUEST. NA-NONE QUALIFYING NOT-FOR-PROFIT ORGANIZATIONS THAT OPERATE IN MASSACHUSETTS. Art Haven 180 Main Street Unit 3 Gloucester MA 01930 NC On-going operational support 25000 Elevated Thought 15 Union Street No 120 Lawrence MA 01840 NC On-going operational support 25000 Somebody Cares New England 358 Washington Street Haverhill MA 01832 NC On-going operational support 15000 The Haven Project 57 Munroe Street Lynn MA 01901 NC On-going operational support 10000 Urban Bridges 26 White Street Haverhill MA 01830 NC On-going operational support 10000 Womens Money Matters 6 Liberty Square No 2697 Boston MA 02109 NC On-going operational support 10000 95000 Building Bridges Through Music 93 Euchlid Avenue Lynn MA 01904 NC On-going operational support 25000 Greater Lawrence Community Boating 1 Eaton Street Lawrence MA 01841 NC On-going operational support 25000 The Cornerstone Creative 27 Commercial Street Gloucester MA 01930 NC On-going operational support 25000 The Waring School 35 Standley Street Beverly MA 01915 NC On-going operational support 50000 Young Sisters United 431 Common Street Lawrence MA 01841 NC On-going operational support 10000 Young Sisters United 431 Common Street Lawrence MA 01841 NC On-going operational support 10000 145000 14 2621 14 117225 18 119846 119846 false false false false false false false false false false ACCOUNTING COMPLIANCE REPORTS 10378 9340 9340 0 CORPORATE BONDS & TIME DEPOSIT 1534709 1612263 CORPORATE EQUITIES 3238200 4553117 PC FORM 70 63 63 0 Other income 7420 0 0 INVESTMENT ADVISORY SERVICES 27723 24951 24951 0