2025-09-03T05:47:56-04:00 2024-12-31 810974967 Allan Smith & Company CPAs PC Two Cabot Place Suite 8 Stoughton MA 02072 990PF 2024-01-01 046036556 WILLARD C TILSON FOUNDATION % LAURIE KELLY WILL 6037780766 58 WATSON ROAD Exeter NH 03833 LAURIE KELLY CO-TRUSTEE 6037780766 2025-09-03 true true ALLAN SMITH CPA P00825089 7742065553 2025-09-03 2024 2025-03-06 01:10:19Z X 6323454 X X 2311 2311 2311 116253 116253 116253 368381 1507621 368381 4602 491547 486945 118564 40000 16000 16000 24000 10689 10689 10689 27722 27722 27722 125 125 125 78536 54536 54536 24000 290000 290000 368536 54536 54536 314000 123011 432409 64028 37128 124577 124577 3238200 2751504 4297263 1534709 2056967 1901614 4810037 4933048 6323454 0 0 X 4810037 4933048 4810037 4933048 4810037 4933048 4810037 123011 4933048 4933048 Ally Bk 535 Bond Mat 22324 P 2023-11-17 2024-02-23 200000 200000 6008 Sh Ishares MSCI Index Fund P 2018-08-13 2024-02-21 92638 82181 10457 10457 823 Sh Vanguard Growth Index P 2018-08-13 2024-02-21 139271 65828 73443 73443 209 Sh Vanguard Information Tech P 2018-08-13 2024-02-21 53230 20535 32695 32695 191 Sh Vanguard 500 Index Fund P 2018-08-13 2024-02-21 87945 49866 38079 38079 281 Sh Vanguard Mid-cap Growth Inde P 2018-08-18 2024-02-21 26916 16704 10212 10212 2787 Sh Ishares MSCI Index P 2018-08-13 2024-03-01 43874 38131 5743 5743 101 Sh Vanguard Emerging Market Sto P 2018-08-13 2024-03-01 3500 3511 -11 -11 346 Sh Vanguard Growth Index Fund P 2018-08-18 2024-03-01 61127 27668 33459 33459 80 Sh Vanguard Information Tech Ind P 2018-08-18 2024-03-01 21560 7860 13700 13700 135 Sh Vanugard Mid-cap Growth Inde P 2018-08-18 2024-03-01 15657 9332 6325 6325 389 Sh Vanguard Small Cap Growth P 2018-08-18 2024-03-01 35060 24635 10425 10425 78 Sh Vanguard 500 Index Fund P 2018-08-18 2024-03-01 37100 20390 16710 16710 Luther Burbank SVG 515 Mat 5282 P 2024-02-21 2024-04-12 100000 100000 Luther Burbank 515 Mat 52824 P 2024-02-21 2024-05-28 80000 80000 1919 Sh Ishares MSCI Index P 2018-08-13 2024-05-28 31370 26262 5108 5108 245 Sh Vanguard Emerging Mkt Stock P 2018-08-18 2024-05-28 8998 8518 480 480 159 Sh Vanguard Growth Index Fund P 2018-08-18 2024-05-28 29176 12693 16483 16483 40 Sh Vanguard Info Tech Index P 2018-08-18 2024-05-28 11200 3914 7286 7286 52 Sh Vanguard Mid-cap Growth Index P 2018-08-18 2024-05-28 5146 3060 2086 2086 66 Sh Vanguard Small Cap Growth In P 2018-08-18 2024-05-28 5869 4193 1676 1676 37 Sh Vanguard 500 Index Fund P 2018-08-18 2024-05-28 17983 9570 8413 8413 Valley Bank 525 Mat 82824 P 2024-02-21 2024-08-28 200000 200000 2532 Sh Ishares MSCI Fund P 2018-08-18 2024-08-26 42686 32776 9910 9910 204 Sh Vanguard Emerging Market Sto P 2018-08-18 2024-08-26 7578 7069 509 509 269 Sh Vanguard Growth Index Fund P 2018-08-18 2024-08-24 52014 21535 30479 30479 64 Sh Vanguard Info Tech Index P 2018-08-18 2024-08-26 18871 6321 12550 12550 1433 Sh Vanguard Interm-term Bond P 2018-08-18 2024-08-26 15074 15654 -580 -580 223 Sh Vanguard Real Estate Index P 2018-08-18 2024-08-26 30005 24050 5955 5955 65 Sh Vanguard 500 Index Fund P 2018-08-18 2024-08-26 33773 16984 16789 16789 368381 6010 0 6010 0 6010 5000 5000 1010 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 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 0 5813161 142251 0 5955412 0 0 5955412 89331 5866081 293304 293304 6010 6010 287294 287294 287294 314000 314000 287294 14309 88412 102721 314000 287294 26706 129427 0 129427 14309 88412 26706 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 PC On-going operational support 25000 Building Bridges Through Music 93 Euchlid Avenue Lynn MA 01904 PC On-going operational support 20000 Elevated Thought 15 Union Street No 120 Lawrence MA 01840 PC On-going operational support 40000 Greater Lawrence Community Boating 1 Eaton Street Lawrence MA 01841 PC On-going operational support 20000 Raw Art Works 37 Central Square Lynn MA 01901 PC On-going operational support 25000 Someone Cares New England 358 Washington Street Haverhill MA 01832 PC On-going operational support 20000 The Cornerstone Creative 27 Commercial Street Gloucester MA 01930 PC On-going operational support 25000 The Haven Project Inc 57 Munroe Street Lynn MA 01901 PC On-going operational support 25000 The Waring School 35 Stadley Street Beverly MA 01915 PC On-going operational support 50000 Top Notch Scholars 60 Island Street Suite 200 Lawrence MA 01840 PC On-going operational support 15000 Womens Money Matter 6 Liberty Square Boston MA 02108 PC On-going operational support 25000 290000 Art Haven 180 Main Street Unit 3 Gloucester MA 01930 PC On-going operational support 20000 Building Bridges Through Music 93 Euchlid Avenue Lynn MA 01904 PC On-going operational support 20000 Greater Lawrence Community Boating 1 Eaton Street Lawrence MA 01841 PC On-going operational support 20000 Someone Cares New England 358 Washington Street Haverhill MA 01832 PC On-going operational support 20000 The Cornerstone Creative 27 Commercial Street Gloucester MA 01930 PC On-going operational support 20000 The Haven Project Inc 57 Munroe Street Lynn MA 01901 PC On-going operational support 20000 120000 14 14236 14 119922 18 134158 134158 false false false false false false false false false false ACCOUNTING COMPLIANCE REPORTS 10689 10689 10689 0 CORPORATE BONDS & TIME DEPOSIT 2056967 1901614 CORPORATE EQUITIES 2751504 4297263 PC FORM 125 125 125 0 Other income 4602 0 0 INVESTMENT ADVISORY SERVICES 27722 27722 27722 0