2024-11-12T15:48:52-06:00 2023-12-31 611961690 HT FAMILY SELECT SERVICES 200 FIFTH AVENUE 7TH FLOOR WALTHAM MA 02451 990PF 2023-01-01 046133161 BEARD FAMILY CHARITABLE TRUST JOHN E BEARD TRUSTEE BEAR 5083587098 194 GLEZEN LANE WAYLAND MA MA 01778 JOHN E BEARD TRUSTEE 5083587098 2024-11-12 1 0 RICHARD D KAHN P01282610 7812904900 2024-11-12 2023 2024-10-15 13:58:12Z X 4227696 X X 22 22 73877 75171 36945 95289 36945 110844 112138 0 0 0 4400 4400 0 735 735 0 210 210 0 5345 5345 0 162025 162025 167370 5345 162025 -56526 106793 31305 34416 34416 1146745 1087108 4193280 1178050 1121524 4227696 0 0 X 1178050 1121524 0 0 0 0 1178050 1121524 1178050 1121524 1178050 -56526 0 1121524 0 1121524 UBS P 2022-01-03 2023-12-31 95289 58344 36945 36945 36945 1484 0 1484 0 1484 1953 0 0 0 1953 X 0 469 469 0 0 0 0 0 0 0 0 0 0 0 1 1 MA 1 0 0 0 0 1 N/A JOHN E BEARD 5083587098 194 GLEZEN LANE WAYLAND MA 01778 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN E BEARD 194 GLEZEN LANE WAYLAND MA 01778 TRUSTEE 0.00 0 0 0 MARY S BEARD 194 GLEZEN LANE WAYLAND MA 01778 TRUSTEE 0.00 0 0 0 SARAH H BEARD 15 SPARROW HILL ROAD FREEPORT ME 04032 DIRECTOR 0.00 0 0 0 ANDREW D BEARD 32 FARRAR ROAD LINCOLN MA 01773 DIRECTOR 0.00 0 0 0 SUSAN S BEARD 32 FARRAR ROAD LINCOLN MA 01773 DIRECTOR 0.00 0 0 0 DANIEL P BEARD 12 AUTUMN LANE WAYLAND MA 01778 DIRECTOR 0.00 0 0 0 ROSANNE O BEARD 12 AUTUMN LANE WAYLAND MA 01778 DIRECTOR 0.00 0 0 0 THOMAS S BEARD 11 MONTCLAIR ROAD W NEWBURY MA 01985 DIRECTOR 0.00 0 0 0 CHRISTINE S BEARD 11 MONTCLAIR ROAD W NEWBURY MA 01985 DIRECTOR 0.00 0 0 0 JAMES H STEGGALL 468 HIGHLAND STREET S HAMILTON MA 01982 DIRECTOR 0.00 0 0 0 MARY E STEGGALL 468 HIGHLAND STREET S HAMILTON MA 01982 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 THE BEARD FAMILY CHARITABLE TRUST RECEIVES INVESTMENT INCOME WHICH IT DISTRIBUTES TO PRESELECTED CHARITABLE ORGANIZATIONS QUALIFYING UNDER IRC 501(C)(3). 0 0 3823294 46016 0 3869310 0 0 3869310 58040 3811270 190564 190564 1484 1484 189080 0 189080 0 189080 162025 0 162025 189080 0 0 67303 40949 29543 80704 3698 222197 162025 0 0 0 162025 0 27055 27055 195142 0 0 0 0 0 0 40248 154894 40949 29543 80704 3698 X A FAR CRY 146A SOUTH STREET JAMAICA PLAIN MA 02130 NONE EXEMPT GENERAL PURPOSE 500 AMERICAN FREINDS SERVICE COMMITTEE 2161 MASSACHUSETTS AVE CAMBRIDGE MA 02140 NONE EXEMPT GENERAL PURPOSE 750 APPALACHIAN MOUNTAIN CLUB 5 JOY STREET BOSTON MA 02108 NONE EXEMPT GENERAL PURPOSE 10000 BOSTON LYRIC OPERA 45 FRANKLIN STREET BOSTON MA 02110 NONE EXEMPT GENERAL PURPOSE 1000 BOSTON MEDICAL CENTER ONE BOTON MEDICAL CENTER PLACE BOSTON MA 02118 NONE EXEMPT GENERAL PURPOSE 500 BOSTON SYMPHONY ORCHESTRA 301 MASSACHUSETTS AVENUE BOSTON MA 02115 NONE EXEMPT GENERAL PURPOSE 6000 BRIDGEPORT PUBLIC ED FOUNDATION 446 UNIVERSITY AVENUE BRIDGEPORT CT 06604 NONE EXEMPT GENERAL PURPOSE 5000 CELEBRITY SERIES OF BOSTON 200 PARK PLAZA BOSTON MA 02116 NONE EXEMPT GENERAL PURPOSE 300 CHARLES RIVER WATERSHED ASSOCIATION 100 PARK ROAD WESTON MA 02493 NONE EXEMPT GENERAL PURPOSE 300 COAST GUARD FOUNDATION 394 TAUGWONK RD STONINGTON CT 06378 NONE EXEMPT GENERAL PURPOSES 200 COMPASSION AND CHOICES P O BOX 101810 DENVER CO 80250 NONE EXEMPT GENERAL PURPOSE 200 CONSERVATION LAW FOUNDATION 62 SUMMER STREET BOSTON MA 02110 NONE EXEMPT GENERAL PURPOSE 5000 CONSERVATORY LAB CHARTER SCHOOL 320 WASHINGTON STREET BRIGHTON MA 02135 NONE EXEMPT GENERAL PURPOSE 1000 THE CONVERSATION 18TH FLOOR UNIVERSITY CORNER BRAAMFONTEIN SF NONE EXEMPT GENERAL PURPOSE 2000 DISCOVERY MUSEUM 701 SOUTH NEDDERMAN DRIVE ARLINGTON TX 76019 NONE EXEMPT GENERAL PURPOSE 600 DRUG POLICY ALLIANCE 131 WEST 33RD STREET NEW YORK NY 10001 NONE EXEMPT GENERAL PURPOSE 200 EMERSON HEALTH CARE FOUNDATION 133 OLD ROAD CONCORD MA 01742 NONE EXEMPT GENERAL PURPOSE 500 FIDELITY CHARITABLE GIFT 200 SEAPORT BLVD SUITE 7 BOSTON MA 022102031 NONE EXEMPT GENERAL PURPOSE 25000 FIRST PARISH WAYLAND 50 COCHITUATE ROAD WAYLAND MA 01778 NONE EXEMPT GENERAL PURPOSE 21000 THE FOOD PROJECT 10 LEWIS STREET LINCOLN MA 01773 NONE EXEMPT GENERAL PURPOSE 800 FRIENDS OF ACADIA 43 COTTAGE STREET BAR HAROR ME 04609 NONE EXEMPT GENERAL PURPOSE 700 FROM THE TOP 1509 CECIL B MOORE AVENUE 3RD FLOOR PHILADELPHIA PA 19121 NONE EXEMPT GENERAL PURPOSE 1000 GAINING GROUND P O BOX 374 CONCORD MA 01742 NONE EXEMPT GENERAL PURPOSE 600 HANDEL & HAYDEN SOCIETY 9 HARCOURT STREET BOSTON MA 02116 NONE EXEMPT GENERAL PURPOSE 600 HARVARD LAW SCHOOL 1563 MASSACHUSETTS AVENUE CAMBRIDGE MA 02138 NONE EXEMPT GENERAL PURPOSE 1000 HARVARD MAGAZINE 7 WARE STREET CAMBRIDGE MA 02138 NONE EXEMPT GENERAL PURPOSE 250 HOME FOR LITTLE WANDERERS 10 GUEST STREET BOSTON MA 02135 NONE EXEMPT GENERAL PURPOSE 1500 HORIZONS FOR HOMELESS CHILDREN 1705 COLUMBUS AVENUE ROXBURY MA 02119 NONE EXEMPT GENERAL PURPOSE 2000 HUNTINGTON THEATRE COMPANY 281 HUNTINGTON AVENUE BOSTON MA 02115 NONE EXEMPT GENERAL PURPOSE 1000 INSTITUTE OF CONTEMPORARY ART 100 NORTHERN AVE BOSTON MA 02210 NONE EXEMPT GENERAL PURPOSE 750 ISABELLA STEWART GARDNER MUSEUM 280 FENWAY BOSTON MA 02115 NONE EXEMPT GENERAL PURPOSE 2000 ISLAND READERS AND WRITERS P O BOX 227 MOUNT DESERT ME 04660 NONE EXEMPT GENERAL PURPOSE 500 LAND TRUST ALLIANCE 1660 L STREET NW WASHINGTON DC 20036 NONE EXEMPT GENERAL PURPOSE 1000 LAURA DUNNE ASTLEY MEMORIAL FUND 62 BOSTON POST ROAD WAYLAND MA 01778 NONE EXEMPT GENERAL PURPOSE 1000 MA HOUSING ALLIANCE 7 BULLFINCH PLACE BOSTON MA 02114 NONE EXEMPT GENERAL PURPOSE 125 MAINE ISLAND TRAIL ASSN 58 FORE STREET PORTLAND ME 04101 NONE EXEMPT GENERAL PURPOSE 1000 MAINE PUBLIC 323 MARGINAL WAY PORTLAND ME 04101 NONE EXEMPT GENERAL PURPOSE 150 MANOMET INC 81 STAGE POINT ROAD MANOMET MA 02345 NONE EXEMPT GENERAL PURPOSE 500 MASS AUDUBON SOCIETY 208 SOUTH GREAT ROAD LINCOLN MA 01773 NONE EXEMPT GENERAL PURPOSE 1000 MASS MOCA 100 MASS MOCA WAY NORTH ADAMS MA 01247 NONE EXEMPT GENERAL PURPOSE 300 MASS RIVERS ALLIANCE 2343 MASSACHUSETTS AVENUE CAMBRIDGE MA 02140 NONE EXEMPT GENERAL PURPOSE 500 FOUNDATION FOR METROWEST COMMUNITY 161 WORCHESTER ROAD SUITE 202 FRAMINGHAM MA 01701 NONE EXEMPT GENERAL PURPOSE 500 MOUNT DESERT ISLAND HOSPITAL 21 SEA STREET NORTHWEST HARBOR ME 04662 NONE EXEMPT GENERAL PURPOSE 250 MUSEUM OF FINE ARTS 465 HUNNIGTON AVENUE BOSTON MA 02115 NONE EXEMPT GENERAL PURPOSE 1000 NATIONAL GEOGRAPHIC SOCIETY 459 PARK AVENUE SAN FERNANDO CA 91340 NONE EXEMPT GENERAL PURPOSE 150 NATIVE PLANT TRUST 180 HEMENWAY ROAD FRAMINGHAM MA 01701 NONE EXEMPT GENERAL PURPOSE 1000 NATURE CONSERVANCY 4245 NOTRH FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 NONE EXEMPT GENERAL PURPOSE 100 NEW ENGLAND CONSERVATORY OF MUSIC 290 HUNTINGTON AVENUE BOSTON MA 02115 NONE EXEMPT GENERAL PURPOSE 2000 NEW ENGLAND FORESTRY FOUNDATION 32 FORSTER STREET LITTLETON MA 01450 NONE EXEMPT GENERAL PURPOSE 2000 NHPBS 268 MAST ROAD DURHAM NH 03824 NONE EXEMPT GENERAL PURPOSE 250 NMSS PO BOX 91891 WASHINGTON DC 20090 NONE EXEMPT GENERAL PURPOSE 1500 OBAMA FOUNDATION HARPER COURT CHICAGO IL 60615 NONE EXEMPT GENERAL PURPOSES 250 ORION SOCIETY 183 MAIN STREET GREAT BARRINGTON MA 01230 NONE EXEMPT GENERAL PURPOSE 500 OXFAM AMERICA 226 CAUSEWAY STREET BOSTON MA 02114 NONE EXEMPT GENERAL PURPOSE 250 PARTNERS IN HEALTH 888 COMMONWEALTH AVENUE 3RD FLOOR BOSTON MA 02215 NONE EXEMPT GENERAL PURPOSE 500 PHILLPS ACADEMY 180 MAIN STREET ANDOVER MA 01810 NONE EXEMPT GENERAL PURPOSE 10000 PINE STREET INN 444 HARRISON AVENUE BOSTON MA 01228 NONE EXEMPT GENERAL PURPOSE 300 PLANNED PARENTHOOD 1110 VERMONT AVENUE WASHINGTON DC 20005 NONE EXEMPT GENERAL PURPOSE 500 PLOUGHSHARES FUND 1430K STREET NW WASHINGTON DC 20005 NONE EXEMPT GENERAL PURPOSE 1500 POPULATION CONNECTION 2120 L STREET NW SUITE 500 WASHINGTON DC 20037 NONE EXEMPT GENERAL PURPOSE 400 ROSIES PLACE 889 HARRISON AVENUE BOSTON MA 02118 NONE EXEMPT GENERAL PURPOSE 300 SAINT JUDE'S CHILDREN'S HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE EXEMPT GENERAL PURPOSE 250 SALVATION ARMY 120 W 14TH ST NEW YORK NY 10011 NONE EXEMPT GENERAL PURPOSES 100 SOUTHWEST HARBOR PUBLIC LIBRARY 338 MAIN STREET SOUTHWEST HARBOR ME 04679 NONE EXEMPT GENERAL PURPOSE 500 SUDBURY VALLEY TRUSTEES 18 WOLBACH ROAD SUDBURY MA 01776 NONE EXEMPT GENERAL PURPOSE 7000 SWANS ISLAND EDUCATIONAL SOCIETY 451 ATLANTIC ROAD SWANS ISLAND ME 04685 NONE EXEMPT GENERAL PURPOSE 1000 SWANS ISLAND YACHT CLUB P O BOX 145 SWANS ISLAND MA 046850145 NONE EXEMPT GENERAL PURPOSE 2000 THOMPSON ISLAND OUTWARD BOUND 5 DRYDOCK AVE BOSTON MA 02210 NONE EXEMPT GENERAL PURPOSE 400 TRUSTEES OF RESERVATIONS 269 MONUMENT STREET CORCORD MA 01742 NONE EXEMPT GENERAL PURPOSE 1200 URBAN MINISTRY 110 ARLINGTON STREET BOSTON MA 02116 NONE EXEMPT GENERAL PURPOSE 1000 UNION OF CONCERNED SCIENTISTS 2 BRATTLE SQUARE CAMBRIDGE MA 02138 NONE EXEMPT GENERAL PURPOSE 100 UNITARIAN UNIVERSALIST ASSOCIATION 24 FARNSWORTH STREET BOSTON MA 02210 NONE EXEMPT GENERAL PURPOSE 1000 UNITARIAN UNIVERSALIST SERVICE COMMISSION 689 MASSACHUSETTS AVENUE CAMBRIDGE MA 021393302 NONE EXEMPT GENERAL PURPOSE 1250 UNITED WAY MASS BAY 51 SLEEPER STREET BOSTON MA 02210 NONE EXEMPT GENERAL PURPOSE 1700 WAYLAND CONCERT SERIES PO BOX 314 WAYLAND MA 01778 NONE EXEMPT GENERAL PURPOSES 500 FRIENDS OF WAYLAND COUNCIL ON AGING 410 COCHITUATE ROAD WAYLAND MA 01778 NONE EXEMPT GENERAL PURPOSE 1000 WAYLAND HIGH SCHOOL SCHOLARSHIP 264 CONNECTICUTT PATH WAYLAND MA 01778 NONE EXEMPT GENERAL PURPOSE 500 WAYLAND PUBLIC SCHOOLS FOUNDATION P O BOX 97 WAYLAND MA 01778 NONE EXEMPT GENERAL PURPOSE 300 WBUR 890 COMMONWEALTH AVENUE BOSTON MA 02215 NONE EXEMPT GENERAL PURPOSE 1000 WENDELL GILLY MUSEUM 4 HERRICK RD SOUTHWEST HARBOR ME 04679 NONE EXEMPT GENERAL PURPOSE 500 WESTON FOREST & TRAIL ASSN 266 GLEN ROAD WESTON MA 02493 NONE EXEMPT GENERAL PURPOSE 350 WGBH EDUCATIONAL FDN ONE GUEST STREET BOSTON MA 02135 NONE EXEMPT GENERAL PURPOSE 2400 WILLIAM COLLEGE ALUMNI FUND 75 PARK STREETBOSTON MEDICAL CENTER WILLIAMSTOWN MA 01267 NONE EXEMPT GENERAL PURPOSE 10000 PUBLIC CITIZENS FOUNDATION 1600 20TH STREET WASHINGTON DC 20009 NONE EXEMPT GENERAL PURPOSE 100 DIGNITY IN ASYLUM PO BOX 1244 CONCORD MA 01742 NONE EXEMPT GENERAL PURPOSE 500 AMERICAN FRIENDS SERV COMMITTEE 1501 CHERRY STREET PHILADELPIA PA 19102 NONE EXEMPT GENERAL PURPOSE 250 WINSOR MUSIC 312 WALTHAM STREET LEXINGTON MA 02421 NONE EXEMPT GENERAL PURPOSE 300 NO KID HUNGRY 1030 15TH STREET NW WASHINGTON DC 20005 NONE EXEMPT GENERAL PURPOSE 2000 HISTORIC NEW ENGLAND 151 ESSEX STREET HAVERHILL MA 01832 NONE EXEMPT GENERAL PURPOSE 500 RAZOM INC 140 2ND AVENUE NEW YORK NY 10003 NONE EXEMPT GENERAL PURPOSE 200 WATERKEEPER ALLIANCE 180 MAIDEN LANE NEW YORK NY 10038 NONE EXEMPT GENERAL PURPOSE 100 MERCY CORPS 45 SW ANKENY STREET PORTLAND OR 97204 NONE EXEMPT GENERAL PURPOSE 250 MASS GENERAL HOSPITAL 55 FRUIT STREET BOSTON MA 02114 NONE EXEMPT GENERAL PURPOSE 500 FRIENDS OF SWAN'S ISLAND LIGHT HOUSE PO BOX 86 SWANS ISLAND ME 04685 NONE EXEMPT GENERAL PURPOSE 1000 INTERNATIONAL RESCUE COMMITTEE 162 BOYLSTON STREET BOSTON MA 02116 NONE EXEMPT GENERAL PURPOSE 100 FEED THE HUNGRY 530 E IRELAND ROAD SOUTH BEND IN 46614 NONE EXEMPT GENERAL PURPOSE 100 FCNL EDUCATION FUND 245 2ND STREET WASHINGTON DC 20002 NONE EXEMPT GENERAL PURPOSE 500 162025 0 14 22 14 73877 01 18 36945 0 110844 0 110844 0 0 0 0 0 0 0 0 0 0 TAX PREP 4400 4400 0 ELECTION2019 FORM 990PFELECTION TO TREAT QUALIFYING DISTRIBUTIONS AS A DISTRIBUTION OUT OF CORPUS.THE BEARD FAMILY CHARITABLE TRUST HEREBY ELECTS, PURSUANT TO REGULATION SECTION 53.4942(A)-3(D) TO TREAT $ 145,924 OF QUALIFYING DISTRIBUTIONS MADE DURING 2019 AS BEING MADE OUT OF CORPUS. ELECTION2019 FORM 990PFELECTION TO TREAT QUALIFYING DISTRIBUTIONS AS A DISTRIBUTION OUT OF CORPUS.THE BEARD FAMILY CHARITABLE TRUST HEREBY ELECTS, PURSUANT TO REGULATION SECTION 53.4942(A)-3(D) TO TREAT $ 145,924 OF QUALIFYING DISTRIBUTIONS MADE DURING 2019 AS BEING MADE OUT OF CORPUS. UBS PORTFOLIO 1087108 4193280 UBS FEE 175 175 0 ANNUAL REPORT 35 35 0 FOREIGN TAX 735 735 0