2024-05-15T15:39:22-07:00 2023-12-31 371420474 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2023-01-01 208060820 The Tyler Foundation TYLE 8165316323 PO Box 596 Pebble Beach CA 93953 William H Tyler Trustee 2024-05-15 false William H Tyler 999009999 true Erik Satow P01410341 4159830200 2 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 6963694 X X 604 604 129943 129943 -35098 761592 95449 130547 9484 9484 3590 3590 43157 43157 1387 1387 476 476 654 654 32 7 25 58780 44551 14229 326000 326000 384780 44551 340229 -289331 85996 401561 210133 210133 96212 583085 583085 1720494 2267251 2267251 3999452 3903225 3903225 6217719 6963694 6963694 41195 41195 41195 41195 X 6176524 6922499 6176524 6922499 6217719 6963694 6176524 -289331 1035306 6922499 6922499 Capital Gain Distributions P 2000-01-01 2023-12-31 36675 36675 36675 Sales of Publicly Traded Securities P 2000-01-01 2023-12-31 724917 796690 -71773 -71773 -35098 1195 1195 1195 5671 5671 X 4476 4476 false false false false false false false true true CA true false false false false true N/A William H Tyler 8165316323 PO Box 596 Pebble Beach CA 93953 false false false false true false false false false false false false false false false false false false false false false false William H Tyler PO Box 596 Pebble Beach CA 93953 Trustee 1.00 0 Susanne S Tyler PO Box 596 Pebble Beach CA 93953 Trustee 1.00 0 NONE NONE 6268548 279728 0 6548276 0 6548276 98224 6450052 322503 322503 1195 1195 321308 321308 321308 340229 340229 321308 325842 340229 325842 0 14387 306921 William H Tyler Susanne S Tyler X Monterey Symphony PO Box 7130 Carmel CA 93921 N/A PC General Support 2000 Carmel Public Library Foundation Sixth and Mission Street Carmel CA 93921 N/A PC General Support 1000 Carmel Foundation PO Box 1050 Carmel CA 93921 N/A PC General Support 500 Carmel Bach Festival PO Box 575 Carmel CA 93921 N/A PC General Support 10000 Community Foundation for Monterey C 2354 Garden Rd Monterey CA 93940 N/A PC Tyler Visiting Fellowship 39700 Johns Hopkins University 3400 North Charles Street Baltimore MD 21218 N/A PC General Support 5000 SIEPR PO Box 20466 Stanford CA 94309 N/A PC General Support 5000 Monterey Peninsula College Foundati 980 Fremont St Monterey CA 93940 N/A PC General Support 1000 Colonial Dames of America 2715 Q St NW Washington DC 20007 N/A PC General Support 500 Naval Postgraduate School Foundatio 283 Cottage Way Monterey CA 93940 N/A PC General Support 20000 Del Monte Forest Conservancy 3101 Forest Lake Road Pebble Beach CA 93953 N/A PC General Support 1000 Johns Hopkins University 3400 North Charles Street Baltimore MD 21218 N/A PC General Support 10000 Naval Postgraduate School Foundatio 283 Cottage Way Monterey CA 93940 N/A PC General Support 6000 Sigma Chi Foundation 1714 Hinman Avenue Evanston IL 60201 N/A PC General Support 1000 Casa Abrego Preservation Foundation PO Box 222501 Carmel CA 93922 N/A PC General Support 500 Pebble Beach Company Foundation PO Box 1767 Pebble Beach CA 93953 N/A PC General Support 500 Carmel High School Foundation PO Box 223288 Carmel CA 93922 N/A PC General Support 20000 Montage Health Foundation 40 Ryan Court Ste 200 Monterey CA 93940 N/A PC General Support 100000 Florida State University Fdn 325 College Ave Tallahassee FL 32301 N/A PC General Support 100000 Imperial Valley Community Fund PO Box 2739 El Centro CA 92243 N/A PC General Support 800 Stillwater Club Scholarship Fund PO Box 1767 Pebble Beach CA 93953 N/A PC General Support 500 Pi Beta Phi PO Box 801867 Kansas City MO 64180 N/A PC General Support 1000 326000 14 604 14 129943 18 -35098 95449 95449 false false false false false false false false false false Accounting Fees 3590 0 0 3590 Thermo Fisher Scientific, 186 Sh 98727 98727 TJX Cos Inc New, 712 Sh 66793 66793 Union Pacific Corp, 119 Sh 29229 29229 Apple Inc, 2,324 Sh 447438 447438 Cisco Systems Inc, 425 Sh 21471 21471 Microsoft Corp, 976 Sh 367015 367015 Citigroup Inc, 199 Sh 10237 10237 JP Morgan Chase & Co, 544 Sh 92534 92534 Alphabet Inc CL C, 1,080 Sh 152204 152204 Merck & Co, 126 Sh 13737 13737 Alphabet Inc CL A, 740 Sh 103371 103371 Home Depot Inc, 225 Sh 77974 77974 Johnson & Johnson, 275 Sh 43104 43104 Stryker Corp, 225 Sh 67379 67379 VF Corp, 285 Sh 5358 5358 Visa Inc, 353 Sh 91902 91902 Salesforce.com, 71 Sh 18683 18683 Unitedhealth Group, 91 Sh 47909 47909 Organon & Co, 12 Sh 173 173 Abbott Labs, 38 Sh 4183 4183 Adobe Inc, 6 Sh 3580 3580 Alphabet Inc, 80 Sh 11175 11175 Amazon.com, 60 Sh 9116 9116 Apple Inc, 106 Sh 20408 20408 Berkshire Hathaway Inc, 20 Sh 7133 7133 Blackrock Inc, 4 Sh 3247 3247 Boston Scientific Corp, 38 Sh 2197 2197 Broadcom Inc, 10 Sh 11163 11163 Chevron Corp, 28 Sh 4176 4176 Cisco Systems Inc, 42 Sh 2122 2122 Coca Cola, 52 Sh 3064 3064 Conocophillips, 43 Sh 4991 4991 Costco Wholesale, 8 Sh 5281 5281 CVS Health Corp, 61 Sh 4817 4817 Deere Co, 9 Sh 3599 3599 Disney, Walt Co, 27 Sh 2438 2438 Equinix Inc, 2 Sh 1611 1611 First TR NASDAQ, 1,485 Sh 79952 79952 First Trust Cloud, 353 Sh 30948 30948 Freeport-McMoran Inc, 51 Sh 2171 2171 General Motors Co, 44 Sh 1580 1580 Home Depot Inc, 14 Sh 4852 4852 Honeywell Intl Inc, 14 Sh 2936 2936 Johnson & Johnson, 18 Sh 2821 2821 JP Morgan Chase, 36 Sh 6124 6124 KKR & Co, 30 Sh 2486 2486 L3Harris Technologies, 9 Sh 1896 1896 Marvell Tech Inc, 51 Sh 3076 3076 Merck & Co Inc, 68 Sh 7413 7413 Meta Platforms Inc, 4 Sh 1416 1416 Microsoft Corp, 55 Sh 20682 20682 Mondelez International, 46 Sh 3332 3332 Morgan Stanley, 71 Sh 6621 6621 Nextera Energy Inc, 41 Sh 2490 2490 Nike Inc, 21 Sh 2280 2280 NVIDIA, 18 Sh 8914 8914 Palo Alto Networks Inc, 36 Sh 10616 10616 Paypal Holdings, 14 Sh 860 860 Prologis Inc, 21 Sh 2799 2799 Salesforce.com Inc, 15 Sh 3947 3947 Target Corp, 15 Sh 2136 2136 Thermo Fisher Scientific, 5 Sh 2654 2654 Union Pacific Corp, 3 Sh 737 737 Unitedhealth Group Inc, 13 Sh 6844 6844 Visa Inc, 23 Sh 5988 5988 Walmart Inc, 21 Sh 3311 3311 American Water Works, 8 Sh 1056 1056 Dupont De Nemours Inc, 18 Sh 1385 1385 Electronic Arts Inc, 8 Sh 1094 1094 Hilton Worldwide, 7 Sh 1275 1275 MGM Resorts International, 60 Sh 2681 2681 Valero Energy Corp, 7 Sh 910 910 SPDR SP Biotech, 18 Sh 1607 1607 AIA Group Ltd, 187 Sh 1630 1630 Airbus SE Eur, 18 Sh 2779 2779 ASML Holding, 8 Sh 6055 6055 Astrazeneca, 49 Sh 3300 3300 Daikin Industries, 11 Sh 1761 1761 Dassault Systemes, 29 Sh 1417 1417 Deutsche Telekom, 179 Sh 4286 4286 Eaton Corp, 17 Sh 4094 4094 Glencore, 163 Sh 981 981 Heineken, 20 Sh 2031 2031 Iberdrola, 166 Sh 2177 2177 Keyence Corp, 6 Sh 2595 2595 LVMH, 3 Sh 2431 2431 LVMH Moet Hennessy, 8 Sh 1300 1300 Macquarie Group Ltd, 25 Sh 3133 3133 Merck, 11 Sh 1742 1742 Nestle SA, 37 Sh 4287 4287 Rio Tinto, 16 Sh 1192 1192 Siemens AG, 14 Sh 2622 2622 Sony Group, 25 Sh 2335 2335 Steris, 5 Sh 1099 1099 Swedbank, 112 Sh 2259 2259 Toronto Dominion Bank, 28 Sh 1809 1809 Totalenergies, 80 Sh 5390 5390 Universal Music Group, 73 Sh 2081 2081 Zurich Insurance, 8 Sh 4178 4178 Icici Bank, 157 Sh 3743 3743 Taiwan S Manufacturing, 43 Sh 4472 4472 Tencent Holdings Ltd, 53 Sh 1993 1993 Air Products & Chem, 5 Sh 1369 1369 Bristol-Myers Squibb, 32 Sh 1642 1642 Cheniere Energy, 10 Sh 1707 1707 PNC Financial, 13 Sh 2013 2013 Sempra, 34 Sh 2541 2541 Sysco Corp, 44 Sh 3218 3218 Waste Management Inc, 18 Sh 3224 3224 Quanta Services, 17 Sh 3669 3669 Air Liquide, 9 Sh 1751 1751 BAE Systems, 167 Sh 2364 2364 Compass Group, 90 Sh 2462 2462 RWE, 37 Sh 1679 1679 Sanofi, 27 Sh 2677 2677 Shell PLC, 135 Sh 4426 4426 Walmart de Mexico, 399 Sh 1686 1686 AT&T Inc, 151 Sh 2534 2534 Becton Dickinson Co, 6 Sh 1463 1463 Blackstone Inc, 15 Sh 1964 1964 Exon Mobil Corp, 28 Sh 2799 2799 Northrop Grumman Corp, 2 Sh 936 936 PDD Holdings Inc, 7 Sh 1024 1024 Procter & Gamble Co, 18 Sh 2638 2638 RTX Corp, 21 Sh 1767 1767 Schlumberger LTD, 22 Sh 1145 1145 Hershey Company, 7 Sh 1305 1305 Hess Corp, 5 Sh 721 721 BNP Paribas, 23 Sh 1590 1590 Canadian Pac Kans City 2056 2056 HSBC Holdings PLC, 296 Sh 2398 2398 LOreal, 5 Sh 2489 2489 Novo Nordisk A/S Brand, 30 Sh 3103 3103 Recruit Holdings Co. LTD. 1536 1536 SAP SE, 8 Sh 1234 1234 Shin ETSU Chemical 4063, 32 Sh 1319 1319 SMC Corp, 2 Sh 1055 1055 Sumitomo Mitsui Fin, 48 Sh 2300 2300 Tokyo Electron, 8 Sh 1407 1407 Toyota Motor Corp, 86 Sh 1551 1551 UniCredit SpA, 66 Sh 1791 1791 Wolsters Kluwer NV, 10 Sh 1422 1422 3I, 54 Sh 1667 1667 BYD Company LTD, 30 Sh 824 824 Mercado Libre Inc, 1 Sh 1572 1572 Nice Ltd ADR, 6 Sh 1197 1197 PT Bank Cent Asia Tbk, 2,320 Sh 1415 1415 583085 583085 Dodge & Cox Intl Stock, 2,382.8 Sh FMV 117138 117138 MFS Inst Intl Equity, 3,944.773 Sh FMV 129941 129941 PIMCO Investment Grd, 40,000 Sh FMV 359600 359600 CIBC Atlas Income Opp, 19,829.454 Sh FMV 297838 297838 CIBC Atlas Mid Cap Equity, 18,089.863 Sh FMV 339366 339366 CIBC Atlas Disciplined Eq, 14,036.198 Sh FMV 389644 389644 Brown Adv Sustainable, 4,469.951 Sh FMV 215005 215005 Columbia Select Lg Cap Val, 6,842.474 Sh FMV 222312 222312 iShares Semiconductor, 160 Sh FMV 92176 92176 SPDR SP Metals Mining, 1,810 Sh FMV 108292 108292 Vanguard Mid Cap, 900 Sh FMV 209376 209376 Vanguard Small Cap, 800 Sh FMV 170662 170662 Artisan International Val, 2,768.845 Sh FMV 127256 127256 iShares China Lrg, 157 Sh FMV 3580 3580 Vanguard FTSE Emg, 1,960 Sh FMV 80556 80556 BBH Limited Duration, 9817.78 Sh FMV 100730 100730 Nuveen Preferred Securities, 6,683.75 Sh FMV 100657 100657 PIMCO Income Fund, 14,609.482 Sh FMV 155153 155153 PIMCO Hi Yield Fd, 5,914.343 Sh FMV 47255 47255 CIBC Atlas Equity Income, 3,205.128 Sh FMV 170160 170160 iShares US Aerospace, 735 Sh FMV 93051 93051 Sector SPDR Energy, 1,500 Sh FMV 125760 125760 MFS Mid Cap Equity, 3,167.584 Sh FMV 97530 97530 Global X Funds Global X & AI, 600 Sh FMV 17100 17100 iShares MSCI India, 27 Sh FMV 1318 1318 Fifth Third Bancorp, 5,000 Sh FMV 4992 4992 US Bancorp, 6,000 Sh FMV 5711 5711 EOG Resources Inc, 6,000 Sh FMV 5946 5946 PNC Financial Services, 6,000 Sh FMV 5684 5684 Truist Financial Corp, 6,000 Sh FMV 5877 5877 Goldman Sachs Group Inc, 4,000 Sh FMV 3891 3891 Parker-Hannfin Corp, 2,000 Sh FMV 1984 1984 Citigroup Inc, 5,000 Sh FMV 4839 4839 Lowe's Cos Inc, 3,000 Sh FMV 2652 2652 United Technologies Corp, 5,000 Sh FMV 4887 4887 Capital One Financial Co, 4,000 FMV 4109 4109 Dow Chemical Co, 5,000 Sh FMV 4286 4286 Republic Services Inc, 6,000 Sh FMV 4876 4876 Oracle Corp, 4,000 Sh FMV 4358 4358 Morgan Stanley, 4,000 Sh FMV 4068 4068 JPMorgan Chase & Co, 7,000 FMV 6221 6221 Abbvie Inc, 2,000 Sh FMV 1843 1843 Energy Transfer Partners, 5,000 Sh FMV 5053 5053 Pfizer Inc, 9,000 Sh FMV 6298 6298 Amgen Inc, 4,000 Sh FMV 4227 4227 Meta Platforms Inc, 4,000 FMV 4356 4356 US Treas Bond 3.625% 5/15/53 FMV 11149 11149 Bank of Montreal, 5,000 Sh FMV 4926 4926 Royal Bank of Canada, 6,000 Sh FMV 5545 5545 Bank of Nova Scotia, 5,000 Sh FMV 4596 4596 Shire ACQ INV Ireland, 4,000 Sh FMV 3849 3849 Toronto-Dominion Bank, 6,000 Sh FMV 5546 5546 Legal Fees 9484 0 0 9484 Filing Fees 25 25 Other Investment Fees 7 7 Federal Excise Tax Payable 14189 14189 Deferred Federal Excise Tax Liability 27006 27006 Investment Management Fees 43157 43157 0 0 Foreign Tax 1387 1387