2021-07-26T12:56:29-07:00 2020-12-31 261543765 BENOIT & MCARDLE PC 240 WAREHAM RD - P O BOX 1037 MARION MA 02738 990PF 2020-01-01 046863845 The Maurice and Anne Makepeace Family Foundation MAUR 5087481665 77 Piney Point Road Marion MA 02738 CHRISTOPHER MAKEPEACE Trustee 2021-07-23 true CHRISTOPHER MAKEPEACE 999009999 Joseph L McArdle Jr CPA P00146401 5087481611 2 AAL1 IAL1 FAL1 2020 2022-09-23 18:48:47Z X 3609216 X X 69944 69944 69944 179155 472134 191134 249099 261078 69944 2875 2875 2875 23352 23352 23352 8569 2462 2462 35 34796 28689 28689 35 181000 181000 215796 28689 28689 181035 33303 232389 41255 292734 46199 46199 126 126 1562920 1842758 3563017 1855780 1889083 3609216 0 X 1855780 1889083 1855780 1889083 1855780 1889083 1855780 33303 1889083 1889083 Various Short-Term Reported P 2020-03-02 2020-04-01 186835 188872 -2037 -2037 Various Long-term Reported P 2000-03-01 2020-04-01 16270 44277 -28007 -28007 100 Adobe Inc P 2006-07-26 2020-12-31 41870 2663 39207 39207 200 Analog Devices Inc P 1993-11-02 2020-12-31 25385 751 24634 24634 300 Church & Dwight Co. P 2006-07-26 2020-12-03 25855 2732 23123 23123 300 Dover Corp P 1993-01-07 2020-12-03 36685 2258 34427 34427 200 Illinois Tool Works Inc P 2006-07-26 2020-02-26 35336 8915 26421 26421 100 Johnson & Johnson P 1993-04-14 2020-01-28 14993 1008 13985 13985 100 Pepsico Inc P 2006-07-26 2020-01-28 14247 6359 7888 7888 1200 Realty Income Corp P 2006-08-26 2020-12-31 71918 23165 48753 48753 Capital Gain Dividends 2740 191134 -2037 3230 3230 3230 5700 3000 8700 5470 5470 false false false false false false false true true MA true false false false false true N/A AMERICAN RESEARCH & MANAGEMENT 5087481665 145 FRONT STREET Marion MA 02738 false false false false false false false false false false false false false false false false false false false false false false 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 NONE NONE 3154870 116141 0 3271011 0 3271011 49065 3221946 161097 161097 3230 3230 157867 157867 157867 181035 181035 181035 157867 51110 181035 51110 0 129925 27942 Christopher Makepeace 200 Tihonet Road Wareham MA 02571 5087481665 Description of organization, proof of exempt status, list of Board of Directors None None Evergreen House 2875 Cranberry Highway Wareham MA 02538 NONE PC UNRESTRICTED 5000 United Negro College Fund 321 Columbus Avenue 3rd Floor Boston MA 02116 NONE PC UNRESTRICTED 5000 WAREHAM PUBLIC SCHOOLS 54 Marion Road Wareham MA 02571 NONE GOV UNRESTRICTED 20000 CRANBERRY RESEARCH FOUNDATION 3203-B Cranberry Highway East Wareham MA 02538 NONE PC UNRESTRICTED 2500 RD STILLMAN MEMORIAL SCHOLARSHIP FU 219 Sandwich Road Wareham MA 02571 NONE PC UNRESTRICTED 3500 The Women's Center 405 County Street New Bedford MA 02740 NONE PRVT UNRESTRICTED 5000 Community Nurse Hospice Care 62 Center Street Fairhaven MA 02719 NONE PC UNRESTRICTED 2500 YMCA Southcoast 18 South Water Street New Bedford MA 02740 NONE PC UNRESTRICTED 2500 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 30000 MARION INSTITUTE 3 Barnabas Road Marion MA 02738 NONE PC Unrestricted 9000 GOULD ACADEMY ANNUAL FUND Gould Academy Bethel ME 04217 NONE PC Unrestricted 3500 Buzzards Bay Musicfest PO Box 443 Marion MA 02738 NONE PC Unrestricted 1500 Nativity Preparatory School 66 Spring Street New Bedford MA 02740 None PC Provide for student scholarships and matching programs 10000 Damien's Place 226 Great Neck Road Wareham MA 02571 None PC UNRESTRICTED 5000 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 35000 ZEITERION PERFORMING ARTS CENTER 684 PURCHASE ST NEW BEDFORD MA 02741 None PC Annual Fund 2000 New Bedford Art Museum 608 Pleasant Street New Bedford MA 02740 None PC Unrestricted 12500 Buzzards Bay Area Habitat for Human PO Box 1584 Mattapoisett MA 02739 None PC Unrestricted 5000 Our Sister's School 145 Brownell Ave New Bedford MA 02740 None PC Unrestricted 5000 Friends of Marion COA PO Box 937 Marion MA 02738 None PC Office space project 2500 Aspire Health Alliance 500 Victory Road 2nd Floor Quincy MA 02171 None PC For Support of the Bayview Associates in Wareham 1500 Community Foundation of Southeaster 128 Union Street Suite 403 New Bedford MA 02740 None PC Unrestricted 2500 The Cape Cod Foundation 261 Whites Path Unit w South Yarmouth MA 02664 None PC Cape Cod 5 COVID-19 Response Callenge Fund. 5000 Veterans Transition House 1297 Purchase Street New Bedford MA 02740 None PC Unrestricted 2500 Wareham Library Foundation PO Box 485 East Wareham MA 02538 None PC Reading Partners Program 2500 181000 14 69944 18 179155 249099 249099 false false false false false false false false false false Benoit and McArdle 2875 2875 2875 0 ANALOG DEVICES 15764 132957 DOVER CORP 17085 75750 JOHNSON & JOHNSON 23707 94428 PROCTER & GAMBLE 30889 97398 Weyerhaeuser Co 40573 80472 EXXON MOBIL 46284 37098 PepsiCo 41931 118640 NOVARTIS AG SPONSORED ADR 44858 94430 WATERS CORPORATION 16833 105154 TORONTO DOMINION BANK ONTARIO 28547 78988 Adobe Systems 7989 150036 Church & Dwight 10928 104676 Glacier Bancorp 32290 124227 Chevron Texaco 46921 59115 Illinois Tool Works 26744 122328 J G Boswell 50340 44160 Realty Income Corp HCI Group Inc 48829 78450 Charles Schwab Corp 31517 119340 Paychex Inc 29396 65226 US Bancorp 29287 26660 Dodge & Cox Income 127572 134384 Nestle SA Adr 36464 58900 Biogen Idec 25306 24486 Wells Fargo Pref 5.5% 25584 26240 Thermo Fisher Scientific 44716 139734 Alphabet Inc Cl A 31205 52579 Amazon.com 28347 65139 Apple Computer 34150 106152 Estee Lauder Companies 29080 53238 Gilead Sciences 26035 23304 Hormel Foods Corp 32280 40784 IPG Photonics Corp 31563 44758 McCormick & Co Inc 31823 57360 PayPal Holdings Inc 37897 117100 Alerian MLP ETF 54770 63765 Bristol Myers Squibb Rights 639 207 Bristol-Myers Squibb Cohen & Steers Pref Securities 172115 187490 Conestoga Small Cap 75025 105295 Delaware Emerging Market Hingham Institute for Savings 34305 37800 NVIDIA Corp 21343 78330 Franco Nevada Corp 38603 34466 GMAC Capital Tr 8.125% Pfd 49974 51774 Gold Trust ETF - iShares 121212 134905 Seacoast Banking Corp of Florida 36497 38020 Vanguary St Inv Grade 75541 77274 ADR fees 10 10 10 0 American Research Investment Fees 23342 23342 23342 0 Commonwealth of Massachusetts 35 35 Foreign taxes 2462 2462 2462 Net investment income taxes 6072