THE MAURICE AND ANNIE MAKEPEACE FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE MAURICE AND ANNIE MAKEPEACE FAMILY FOUNDATION (EIN 04-6863845)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-29
- IRS object ID
- 202503029349100330
- Schema version
- 2024v5.0
- 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 Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-29T16:19:14-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 384332472 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEACON ADVISORS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 WAREHAM RD | AddressLine1Txt |
| City | MARION | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02738 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | 5087480800 | 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 |
| Phone | 5087480800 | PhoneNum |
| Signature | 2025-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH L MCARDLE JR CPA | PreparerPersonNm |
| PTIN | P00146401 | PTIN |
| Phone | 5087481611 | PhoneNum |
| Preparation | 2025-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,009,918 | 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 |
| Interest On Sav Rev And Expnss | $624 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $624 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $624 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $71,453 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $71,453 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $71,453 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $201,794 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $273,572 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $201,794 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $273,871 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $273,871 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $72,077 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,975 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,975 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $26,717 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,717 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $26,717 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $4,892 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,857 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,857 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $429 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $429 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $429 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $35,013 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,978 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $32,978 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $190,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $190,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $225,513 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,978 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $32,978 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $190,535 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $48,358 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $240,893 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $39,099 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $343,998 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $156,160 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $156,160 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $127 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $127 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $1,423,010 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,659,206 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,853,758 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,767,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,815,493 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,009,918 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,767,135 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,815,493 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,767,135 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,815,493 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,767,135 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,815,493 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,767,135 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $48,358 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,815,493 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,815,493 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ISHARES GOLD ETF | P | 2024-01-01 | 2024-02-01 | $419 | $419 | ||
| LONG TERM REPORTED CHARLES SCHWAB | P | 2000-01-01 | 2024-02-01 | $271,273 | $71,359 | $199,914 | $199,914 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $201,794 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,348 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,348 | SubtotalAmt |
| Tax Based On Investment Income | $3,348 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,902 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $7,402 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,054 | OverpaymentAmt |
| Applied To ES Tax | $4,054 | 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 |
| Individual With Books | CHRISTOPHER MAKEPEACE | IndividualWithBooksNm |
| Phone | 5087480800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 PINEY POINT ROAD | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER MAKEPEACE | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,662,634 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $287,172 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,949,806 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,949,806 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,247 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,890,559 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $194,528 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $194,528 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,348 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,348 | TotalTaxAmt |
| Distributable Before Adj | $191,180 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $191,180 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $191,180 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $190,535 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $190,535 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $191,180 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,829 | UndistributedIncomePYAmt |
| Qualifying Distributions | $190,535 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,829 | AppliedToYear1Amt |
| Applied To Current Year | $177,706 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $13,474 | 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 | 5087480800 | 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| THE NATIVITY PREPARATORY SCHOOL | |||||||||
| 66 SPRING ST | NEW BEDFORD | MA | 02740 | NONE | PC | UNRESTRICTED | $15,000 | ||
| THE FAMILY PANTRY - DAMIEN'S PLACE | |||||||||
| 242 MARION RD | WAREHAM | MA | 02571 | NONE | PC | UNRESTRICTED | $15,000 | ||
| SOUTHCOAST COMMUNITY FOUNDATION | |||||||||
| 350 UNION ST | NEW BEDFORD | MA | 02740 | NONE | PC | UNRESTRICTED | $5,000 | ||
| THE MARION INSTITUTE INC | |||||||||
| 202 SPRING ST | MARION | MA | 02738 | NONE | PC | UNRESTRICTED | $17,000 | ||
| FRIENDS OF MARION COA | |||||||||
| PO BOX 937 | MARION | MA | 02738 | NONE | PC | UNRESTRICTED | $5,000 | ||
| BUZZARDS BAY HABITAT FOR HUMANITY | |||||||||
| 8 COUNTY RD 2 | MATTAPOISETT | MA | 02739 | NONE | PC | UNRESTRICTED | $5,000 | ||
| ZEITERION | |||||||||
| 684 PURCHASE ST | NEW BEDFORD | MA | 02740 | NONE | PC | UNRESTRICTED | $2,000 | ||
| BUZZARDS BAY MUSICFEST INC | |||||||||
| PO BOX 443 | MARION | MA | 02738 | NONE | PC | UNRESTRICTED | $1,500 | ||
| EVERGREEN HOUSE INC | |||||||||
| 2875 CRANBERRY HWY | EAST WAREHAM | MA | 02538 | NONE | PC | UNRESTRICTED | $5,000 | ||
| GOULD ACADEMY | |||||||||
| 30 CHURCH ST | BETHEL | ME | 04217 | NONE | PC | UNRESTRICTED | $3,500 | ||
| RD STILLMAN MEMORIAL SCHOLARSHIP | |||||||||
| 219 SANDWICH RD | WAREHAM | MA | 02740 | NONE | PC | UNRESTRICTED | $5,000 | FUND | |
| ASPIRE HEALTH ALLIANCE | |||||||||
| 1627 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | NONE | PC | UNRESTRICTED | $1,500 | ||
| SOUTHCOAST HEALTH SYSTEM | |||||||||
| 101 PAGE ST | NEW BEDFORD | MA | 02740 | NONE | PC | UNRESTRICTED | $10,000 | ||
| TABOR ACADEMY | |||||||||
| 226 FRONT ST | MARION | MA | 02738 | NONE | PC | UNRESTRICTED | $30,000 | ||
| WAREHAM PUBLIC SCHOOLS | |||||||||
| 4 VIKING DR | WAREHAM | MA | 02571 | NONE | PC | UNRESTRICTED | $20,000 | ||
| UNITED NEGRO COLLEGE FUND | |||||||||
| 321 COLUMBUS AVE | BOSTON | MA | 02738 | NONE | PC | UNRESTRICTED | $5,000 | 3RD FLOOR | |
| COMMUNITY NURSE HOME CARE | |||||||||
| 62 CENTER ST | FAIRHAVEN | MA | 02719 | NONE | PC | UNRESTRICTED | $10,000 | ||
| CRANBERRY RESEARCH FOUNDATION | |||||||||
| 3203- B CRANBERRY HIGHWAY | EAST WAREHAM | MA | 02538 | NONE | PC | UNRESTRICTED | $2,500 | ||
| THE WOMEN'S CENTER | |||||||||
| 405 COUNTY ST | NEW BEDFORD | MA | 02740 | NONE | PC | UNRESTRICTED | $5,000 | ||
| NEW BEDFORD ART MUSEUM | |||||||||
| 608 PLEASANT ST | NEW BEDFORD | MA | 02740 | NONE | PC | UNRESTRICTED | $10,000 | ||
| OUR SISTERS' SCHOOL | |||||||||
| 145 BROWNELL AVE | NEW BEDFORD | MA | 02740 | NONE | PC | UNRESTRICTED | $10,000 | ||
| YMCA SOUTHCOAST | |||||||||
| 18 SOUTH WATER ST | NEW BEDFORD | MA | 02740 | NONE | PC | UNRESTRICTED | $2,500 | ||
| VETERANS TRANSITION HOUSE | |||||||||
| 1297 PURCHASE ST | NEW BEDFORD | MA | 02740 | NONE | PC | UNRESTRICTED | $2,500 | ||
| WAREHAM LIBRARY FOUNDATION | |||||||||
| PO BOX 485 | EAST WAREHAM | MA | 02538 | NONE | PC | UNRESTRICTED | $2,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $190,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $624 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $71,453 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $201,794 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $273,871 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $273,871 | 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 | TAX PREP | CategoryTxt |
| Amt | $2,975 | Amt |
| Net Investment Income | $2,975 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,975 | AdjustedNetIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BALDWIN WEALTH PARTNERS | StockNm |
| EOY Book Value | $1,659,206 | EOYBookValueAmt |
| EOYFMV | $3,853,758 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| ADR FEES | $10 | $10 | $10 |
| OTHER INVESTMENT EXPENSE | $419 | $419 | $419 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $26,717 | Amt |
| Net Investment Income | $26,717 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $26,717 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $2,857 | $2,857 | $2,857 | |
| MASSACHUSETTS FORM PC | $35 | $35 | ||
| INTERNAL REVENUE SERVICE | $2,000 |