2024-11-13T07:39:36-08:00 2023-12-31 043068663 BERNARD JOHNSON & COMPANY PC 15 MAIN STREET TOPSFIELD MA 01983 990PF 2023-01-01 474877953 THE WILLIAM B AND ANNGENETTE G TYLER FAMILY FOUNDATION WILL 9785000786 C/O SUSAN T MONAHAN 6 WAINWRIGHT ST IPSWICH MA 01938 SUSAN T MONAHAN DIRECTOR AND TRUSTEE 9785000786 2024-05-10 true true Julie A Couto CPA P00957645 9788872220 2024-11-13 2023 2024-10-15 13:58:12Z X 1114418 X 0 X 6 6 29045 29045 -42454 933047 0 0 0 -1124 -1232 -14527 27819 0 0 0 0 11132 11132 0 0 127 0 0 0 35 35 11294 11132 0 35 50000 50000 61294 11132 0 50035 -75821 16687 0 0 0 0 105725 11250 11250 0 0 196011 216837 218969 771257 773183 884199 0 0 0 0 0 0 0 0 0 1072993 1001270 1114418 0 0 0 0 0 X 1072993 1001270 1072993 1001270 1072993 1001270 1072993 -75821 5000 1002172 902 1001270 MORGAN STANLEY PUBLICLY TRADED SECURITIES SHORT-TERM COVERED-SEE ATTACHED P 2023-01-01 2023-12-31 665940 0 697352 -31412 0 0 0 -31412 MORGAN STANLEY PUBLICLY TRADED SECURITIES SHORT-TERM NONCOVERED-SEE ATTACHED P 2023-01-01 2023-12-31 21988 0 21890 98 0 0 0 98 MORGAN STANLEY PUBLICLY TRADED SECURITIES LONG-TERM COVERED-SEE ATTACHED P 2022-01-01 2023-12-31 94774 0 93049 1725 0 0 0 1725 MORGAN STANLEY PUBLICLY TRADED SECURITIES LONG-TERM NONCOVERED-SEE ATTACHED P 2022-01-01 2023-12-31 75344 0 89683 -14339 0 0 0 -14339 MORGAN STANLEY PUBLICLY TRADED SECURITIES WITH MISSING INFORMATION-SEE ATTACHED P 2023-01-01 2023-12-31 75000 0 73526 1474 0 0 0 1474 -42454 -29840 232 0 232 0 232 8 250 258 -258 26 26 false false false false false false false true true MA true false false false false true N/A SUSAN T MONAHAN 9775000786 6 WAINWRIGHT STREET IPSWICH MA 01938 false false false false false false false false false false false false false false false false false false false false false SUSAN T MONAHAN 6 WAINWRIGHT STREET IPSWICH MA 01938 DIRECTOR/TRUSTEE 2.00 0 0 0 ANNGENETTE T STANFIELD 75 HILLTOP ROAD MYSTIC CT 06355 DIRECTOR/TRUSTEE 2.00 0 0 0 SAMUEL T RUBENSTEIN 60 DRAPER ROAD Wayland MA 01778 DIRECTOR/TRUSTEE 2.00 0 0 0 ERIN TYLER GADHUE 6364 ST GEORGE ROAD WILLISTON VT 05495 DIRECTOR/TRUSTEE 2.00 0 0 0 ROGER B TYLER NOAHS HILL WAY 2 ESSEX MA 01929 DIRECTOR/TRUSTEE 2.00 0 0 0 CHLOE L RUBENSTEIN 561 BROADWAY APT B2 SOMERVILLE MA 02145 DIRECTOR/TRUSTEE 2.00 0 0 0 OLIVIA R TYLER 181 PRINCE ST APT 21 NEW YORK NY 10012 DIRECTOR/TRUSTEE 2.00 0 0 0 OWEN T STANFIELD 75 HILLTOP ROAD MYSTIC CT 06355 DIRECTOR/TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 N/A 0 N/A 0 0 1073849 58246 0 1132095 0 1132095 16981 1115114 55756 55756 232 232 55524 55524 55524 50035 0 50035 55524 48994 0 0 0 0 0 0 50035 48994 0 0 1041 0 0 0 0 0 0 0 0 54483 0 0 0 0 0 0 0 0 NONE NONE X BREAKTIME UNITED INC 170 PORTLAND STREET BOSTON MA 02114 NONE TRANSITIONAL EMPLOYMENT, TRAINING, FINANCIAL AND HOUSINGSUPPORT FOR HOMELESS YOUTH 5000 DREAMCATCHER INITIATIVE 37 KLONDIKE AVE FITCHBURG MA 01420 NONE TO ASSIST MARGINALIZED BOSTONYOUTH-GRANT FOR POWER AND MENS GROUP PROJECT 7500 KIJABE CHILDREN'S EDUCATION FUND 6 MAPLE ST ESSEX MA 01929 NONE EDUCATON, NUTRITION, TRAININGAND RESOURCES TO SUPPORTTEACHERS AND CHILDREN IN KENYA, AFRICA 9000 COACHING4CHANGE 427 WINTHROP STREET TAUNTON MA 02780 NONE ACCELERATING LEARNING THROUGH MENTORING INUNDERSERVED SCHOOL DISTRICTS-GRANT FOR PROGRAMMING AT KIPP ACADEMY LYNN CHARTER SCHOOL 10000 MORE THAN WORDS 56 FELTON STREET WALTHAM MA 02453 NONE SUPPORTS, GUIDANCE AND LIFE SKILLS FOR CHALLENGEDYOUTH AGES 16-24 8000 EPIPHANY SCHOOL 154 CENTRE STREET DORCHESTER MA 02124 NONE INDEPENDENT SCHOOL SERVING DISADVANTAGEDCHILDREN IN BOSTON-GRANT FORADVANCED ROBOTIC PROGRAM 500 IMMIGRANT FAMILY SERVICES INSTITUTE 1626 BLUE HILL AVENUE MATTAPAN MA 02126 NONE SUPPORTING NEWIMMIGRANTS AND ENSURINGTHEIR SUCCESS 10000 50000 0 14 6 14 29045 18 -42454 0 NON-DIVIDEND DISTRIBUITONS 18 108 LESS ACCRUED INT PAID ON PURCH OF UST NOTES 18 -1232 -14527 0 -14527 N/A N/A false false false false false false false false false false BJHC & CO, PC TAX PREPARATION 0 0 SEE SUMMARY ATTACHED 933047 975501 -42454 Notification Regarding IRC Section 6104(d) Public Inspection Requirements Pursuant to the requirements of IRC Section 6104(d) as detailed in the Form 990-PF Instructions, Pursuant to the requirements of IRC Section 6104(d) as detailed in the Form 990-PF Instructions, Pursuant to the requirements of IRC Section 6104(d) as detailed in the Form 990-PF Instructions, Pursuant to the requirements of IRC Section 6104(d) as detailed in the Form 990-PF Instructions, Pursuant to the requirements of IRC Section 6104(d) as detailed in the Form 990-PF Instructions, Pursuant to the requirements of IRC Section 6104(d) as detailed in the Form 990-PF Instructions, MORGAN STANLEY BROKERAGE ACCOUNT-STOCKS 265244 351953 MORGAN STANLEY BROKERAGE ACCOUNT-ETFs and ALTERNATIVES 261759 287023 MORGAN STANLEY BROKERAGE ACCOUNT-MUTUAL FUNDS 246180 245223 216837 218969 0 0 TO RECONCILE TAX TO BOOK DIFFERENCES 902 MA PC FILING FEE FOR 2022 35 35 NON-DIVIDEND DISTRIBUTION 108 0 UST ACCRUED INT PAID -1232 -1232 OUTSTANDING DONATION CHECK 5000 MORGAN STANLEY INVESTMENT 11132 11132 0 0 PAID WITH EXTENSION FOR 2022 990-PF 127 0 0