THE MAURICE AND ANNIE MAKEPEACE FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE MAURICE AND ANNIE MAKEPEACE FAMILY FOUNDATION (EIN 04-6863845)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-26
- IRS object ID
- 202142079349101109
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-26T12:56:29-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 261543765 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENOIT & MCARDLE PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 WAREHAM RD - P O BOX 1037 | AddressLine1Txt |
| City | MARION | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02738 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046863845 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Maurice and Anne Makepeace | BusinessNameLine1Txt |
| Business Name Line2 | Family Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MAUR | BusinessNameControlTxt |
| Phone | 5087481665 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 Piney Point Road | AddressLine1Txt |
| City | Marion | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02738 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER MAKEPEACE | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2021-07-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHRISTOPHER | PersonFirstNm |
| Person Last | MAKEPEACE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph L McArdle Jr CPA | PreparerPersonNm |
| PTIN | P00146401 | PTIN |
| Phone | 5087481611 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,609,216 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $69,944 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,944 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $69,944 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $179,155 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $472,134 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $191,134 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $249,099 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $261,078 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $69,944 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,875 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,875 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $23,352 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,352 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $23,352 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $8,569 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,462 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,462 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,796 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,689 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $28,689 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $181,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $181,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $215,796 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,689 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $28,689 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $181,035 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,303 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $232,389 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $41,255 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $292,734 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,199 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,199 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $126 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $126 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $1,562,920 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,842,758 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,563,017 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,855,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,889,083 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,609,216 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,855,780 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,889,083 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,855,780 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,889,083 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,855,780 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,889,083 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,855,780 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,303 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,889,083 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,889,083 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Various Short-Term Reported | P | 2020-03-02 | 2020-04-01 | $186,835 | $188,872 | -$2,037 | -$2,037 |
| Various Long-term Reported | P | 2000-03-01 | 2020-04-01 | $16,270 | $44,277 | -$28,007 | -$28,007 |
| 100 Adobe Inc | P | 2006-07-26 | 2020-12-31 | $41,870 | $2,663 | $39,207 | $39,207 |
| 200 Analog Devices Inc | P | 1993-11-02 | 2020-12-31 | $25,385 | $751 | $24,634 | $24,634 |
| 300 Church & Dwight Co. | P | 2006-07-26 | 2020-12-03 | $25,855 | $2,732 | $23,123 | $23,123 |
| 300 Dover Corp | P | 1993-01-07 | 2020-12-03 | $36,685 | $2,258 | $34,427 | $34,427 |
| 200 Illinois Tool Works Inc | P | 2006-07-26 | 2020-02-26 | $35,336 | $8,915 | $26,421 | $26,421 |
| 100 Johnson & Johnson | P | 1993-04-14 | 2020-01-28 | $14,993 | $1,008 | $13,985 | $13,985 |
| 100 Pepsico Inc | P | 2006-07-26 | 2020-01-28 | $14,247 | $6,359 | $7,888 | $7,888 |
| 1200 Realty Income Corp | P | 2006-08-26 | 2020-12-31 | $71,918 | $23,165 | $48,753 | $48,753 |
| Capital Gain Dividends | $2,740 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $191,134 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,037 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,230 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,230 | SubtotalAmt |
| Tax Based On Investment Income | $3,230 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,700 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,700 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,470 | OverpaymentAmt |
| Applied To ES Tax | $5,470 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN RESEARCH & MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5087481665 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 FRONT STREET | AddressLine1Txt |
| City | Marion | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02738 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CHRISTOPHER MAKEPEACE | ||||||
| 77 PINEY POINT ROAD | MARION | MA | 02738 | Trustee | 0.00 | $0 |
| JOANNA BENNETT | ||||||
| 25 SOUTH STREET | MARION | MA | 02738 | Trustee | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,154,870 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $116,141 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,271,011 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,271,011 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,065 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,221,946 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $161,097 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $161,097 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,230 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,230 | TotalTaxAmt |
| Distributable Before Adj | $157,867 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $157,867 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $157,867 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $181,035 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $181,035 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $181,035 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $157,867 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $51,110 | UndistributedIncomePYAmt |
| Qualifying Distributions | $181,035 | QualifyingDistributionsAmt |
| Applied To Year1 | $51,110 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $129,925 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $27,942 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Christopher Makepeace | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Tihonet Road | AddressLine1Txt |
| City | Wareham | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02571 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5087481665 | RecipientPhoneNum |
| Form And Info And Materials | Description of organization, proof of exempt status, list of Board of Directors | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Evergreen House | |||||||
| 2875 Cranberry Highway | Wareham | MA | 02538 | NONE | PC | UNRESTRICTED | $5,000 |
| United Negro College Fund | |||||||
| 321 Columbus Avenue 3rd Floor | Boston | MA | 02116 | NONE | PC | UNRESTRICTED | $5,000 |
| WAREHAM PUBLIC SCHOOLS | |||||||
| 54 Marion Road | Wareham | MA | 02571 | NONE | GOV | UNRESTRICTED | $20,000 |
| CRANBERRY RESEARCH FOUNDATION | |||||||
| 3203-B Cranberry Highway | East Wareham | MA | 02538 | NONE | PC | UNRESTRICTED | $2,500 |
| RD STILLMAN MEMORIAL SCHOLARSHIP FU | |||||||
| 219 Sandwich Road | Wareham | MA | 02571 | NONE | PC | UNRESTRICTED | $3,500 |
| The Women's Center | |||||||
| 405 County Street | New Bedford | MA | 02740 | NONE | PRVT | UNRESTRICTED | $5,000 |
| Community Nurse Hospice Care | |||||||
| 62 Center Street | Fairhaven | MA | 02719 | NONE | PC | UNRESTRICTED | $2,500 |
| YMCA Southcoast | |||||||
| 18 South Water Street | New Bedford | MA | 02740 | NONE | PC | UNRESTRICTED | $2,500 |
| TABOR ACADEMY | |||||||
| Front Street | Marion | MA | 02738 | NONE | PC | $20,000 for THE John C. Makepeace MEMORIAL Scholarship Fund and $10,000 for the annual fund | $30,000 |
| MARION INSTITUTE | |||||||
| 3 Barnabas Road | Marion | MA | 02738 | NONE | PC | Unrestricted | $9,000 |
| GOULD ACADEMY ANNUAL FUND | |||||||
| Gould Academy | Bethel | ME | 04217 | NONE | PC | Unrestricted | $3,500 |
| Buzzards Bay Musicfest | |||||||
| PO Box 443 | Marion | MA | 02738 | NONE | PC | Unrestricted | $1,500 |
| Nativity Preparatory School | |||||||
| 66 Spring Street | New Bedford | MA | 02740 | None | PC | Provide for student scholarships and matching programs | $10,000 |
| Damien's Place | |||||||
| 226 Great Neck Road | Wareham | MA | 02571 | None | PC | UNRESTRICTED | $5,000 |
| SOUTHCOAST HEALTH SYSTEM-TOBEY HOSP | |||||||
| 101 PAGE STREET | NEW BEDFORD | MA | 02740 | None | PC | $25,000 towards Tobey Hospital Emergency Department renovations $10,000 for Tobey Hospital Endowment | $35,000 |
| ZEITERION PERFORMING ARTS CENTER | |||||||
| 684 PURCHASE ST | NEW BEDFORD | MA | 02741 | None | PC | Annual Fund | $2,000 |
| New Bedford Art Museum | |||||||
| 608 Pleasant Street | New Bedford | MA | 02740 | None | PC | Unrestricted | $12,500 |
| Buzzards Bay Area Habitat for Human | |||||||
| PO Box 1584 | Mattapoisett | MA | 02739 | None | PC | Unrestricted | $5,000 |
| Our Sister's School | |||||||
| 145 Brownell Ave | New Bedford | MA | 02740 | None | PC | Unrestricted | $5,000 |
| Friends of Marion COA | |||||||
| PO Box 937 | Marion | MA | 02738 | None | PC | Office space project | $2,500 |
| Aspire Health Alliance | |||||||
| 500 Victory Road 2nd Floor | Quincy | MA | 02171 | None | PC | For Support of the Bayview Associates in Wareham | $1,500 |
| Community Foundation of Southeaster | |||||||
| 128 Union Street Suite 403 | New Bedford | MA | 02740 | None | PC | Unrestricted | $2,500 |
| The Cape Cod Foundation | |||||||
| 261 Whites Path Unit w | South Yarmouth | MA | 02664 | None | PC | Cape Cod 5 COVID-19 Response Callenge Fund. | $5,000 |
| Veterans Transition House | |||||||
| 1297 Purchase Street | New Bedford | MA | 02740 | None | PC | Unrestricted | $2,500 |
| Wareham Library Foundation | |||||||
| PO Box 485 | East Wareham | MA | 02538 | None | PC | Reading Partners Program | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $181,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,944 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $179,155 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $249,099 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $249,099 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Benoit and McArdle | CategoryTxt |
| Amt | $2,875 | Amt |
| Net Investment Income | $2,875 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,875 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ANALOG DEVICES | $15,764 | $132,957 |
| DOVER CORP | $17,085 | $75,750 |
| JOHNSON & JOHNSON | $23,707 | $94,428 |
| PROCTER & GAMBLE | $30,889 | $97,398 |
| Weyerhaeuser Co | $40,573 | $80,472 |
| EXXON MOBIL | $46,284 | $37,098 |
| PepsiCo | $41,931 | $118,640 |
| NOVARTIS AG SPONSORED ADR | $44,858 | $94,430 |
| WATERS CORPORATION | $16,833 | $105,154 |
| TORONTO DOMINION BANK ONTARIO | $28,547 | $78,988 |
| Adobe Systems | $7,989 | $150,036 |
| Church & Dwight | $10,928 | $104,676 |
| Glacier Bancorp | $32,290 | $124,227 |
| Chevron Texaco | $46,921 | $59,115 |
| Illinois Tool Works | $26,744 | $122,328 |
| J G Boswell | $50,340 | $44,160 |
| Realty Income Corp | ||
| HCI Group Inc | $48,829 | $78,450 |
| Charles Schwab Corp | $31,517 | $119,340 |
| Paychex Inc | $29,396 | $65,226 |
| US Bancorp | $29,287 | $26,660 |
| Dodge & Cox Income | $127,572 | $134,384 |
| Nestle SA Adr | $36,464 | $58,900 |
| Biogen Idec | $25,306 | $24,486 |
| Wells Fargo Pref 5.5% | $25,584 | $26,240 |
| Thermo Fisher Scientific | $44,716 | $139,734 |
| Alphabet Inc Cl A | $31,205 | $52,579 |
| Amazon.com | $28,347 | $65,139 |
| Apple Computer | $34,150 | $106,152 |
| Estee Lauder Companies | $29,080 | $53,238 |
| Gilead Sciences | $26,035 | $23,304 |
| Hormel Foods Corp | $32,280 | $40,784 |
| IPG Photonics Corp | $31,563 | $44,758 |
| McCormick & Co Inc | $31,823 | $57,360 |
| PayPal Holdings Inc | $37,897 | $117,100 |
| Alerian MLP ETF | $54,770 | $63,765 |
| Bristol Myers Squibb Rights | $639 | $207 |
| Bristol-Myers Squibb | ||
| Cohen & Steers Pref Securities | $172,115 | $187,490 |
| Conestoga Small Cap | $75,025 | $105,295 |
| Delaware Emerging Market | ||
| Hingham Institute for Savings | $34,305 | $37,800 |
| NVIDIA Corp | $21,343 | $78,330 |
| Franco Nevada Corp | $38,603 | $34,466 |
| GMAC Capital Tr 8.125% Pfd | $49,974 | $51,774 |
| Gold Trust ETF - iShares | $121,212 | $134,905 |
| Seacoast Banking Corp of Florida | $36,497 | $38,020 |
| Vanguary St Inv Grade | $75,541 | $77,274 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADR fees | $10 | $10 | $10 | $0 |
| American Research Investment Fees | $23,342 | $23,342 | $23,342 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| Commonwealth of Massachusetts | $35 | $35 | ||
| Foreign taxes | $2,462 | $2,462 | $2,462 | |
| Net investment income taxes | $6,072 |