THE MAURICE AND ANNIE MAKEPEACE FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE MAURICE AND ANNIE MAKEPEACE FAMILY FOUNDATION (EIN 04-6863845)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201921359349101947
- Schema version
- 2018v3.1
- 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 | 2019-05-15T10:38:36-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 027381037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joseph L McArdle Jr CPA | PreparerPersonNm |
| PTIN | P00146401 | PTIN |
| Phone | 5087481611 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,866,075 | 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 | $73,231 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,231 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $73,231 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $149,427 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $876,392 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $190,099 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $222,658 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $263,330 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $73,231 | 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 | $23,188 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,188 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $23,188 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $2,578 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,543 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,543 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,641 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,606 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $28,606 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $141,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $141,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $170,141 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,606 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $28,606 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,535 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $52,517 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $234,724 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $44,625 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $28,484 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $275,367 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $275,367 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $905 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $76 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $1,680,051 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,486,514 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,590,708 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,709,440 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,761,957 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,866,075 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,709,440 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,761,957 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,709,440 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,761,957 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,709,440 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,761,957 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,709,440 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $52,517 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,761,957 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,761,957 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Capital Gain Distribution | P | 2001-01-02 | 2018-12-31 | $12,271 | $12,271 | $12,271 | |
| 3698 Shs Cohen & Steers LTD | P | 2018-09-06 | 2018-12-31 | $47,255 | -$2,748 | -$2,748 | $50,003 |
| 150 Shs NVIDIA | P | 2018-10-24 | 2018-12-31 | $19,972 | -$11,824 | -$11,824 | $31,796 |
| 1000 Shs Suntrust Banks | P | 2017-06-20 | 2018-03-15 | $25,000 | -$644 | -$644 | $25,644 |
| 4784 Shs Vanguard Short Term Invmt Grade | P | 2018-05-09 | 2018-12-12 | $49,699 | -$326 | -$326 | $50,025 |
| 1000 Shs Vornado Realty Trust | P | 2017-06-20 | 2018-01-04 | $25,000 | -$579 | -$579 | $25,579 |
| .10 Shs Vornado Realty Trust | P | 2018-01-02 | 2018-01-02 | $37 | $37 | $37 | |
| 50 Shs Bioverativ Inc | P | 2000-01-01 | 2018-01-23 | $5,165 | $3,036 | $3,036 | $2,129 |
| 500 Shs Boston Private Financial | P | 2013-05-31 | 2018-06-15 | $12,500 | -$109 | -$109 | $12,609 |
| 1000 Shs Charles Schwab | P | 2013-10-30 | 2018-05-09 | $57,808 | $34,881 | $34,881 | $22,927 |
| 7408 Shs Cohen & Steers LTD | P | 2014-01-12 | 2018-12-31 | $94,662 | -$4,728 | -$4,728 | $99,390 |
| 1213 Shs PNC Small Cap Fund | P | 2015-01-13 | 2018-12-31 | $19,186 | -$5,839 | -$5,839 | $25,025 |
| 3000 Shs Safeguard Scientific | P | 2013-11-05 | 2018-03-29 | $37,509 | -$11,093 | -$11,093 | $48,602 |
| 3568 Shs Vanguard ST Inv Grade Invest | P | 2012-09-05 | 2018-12-12 | $37,070 | -$1,622 | -$1,622 | $38,692 |
| 1000 Shs Vornado Realty Trust | P | 2000-01-01 | 2018-01-04 | $25,000 | -$353 | -$353 | $25,353 |
| 1000 Shs Wells Fargo | P | 2015-01-02 | 2018-09-17 | $25,000 | -$3,082 | -$3,082 | $28,082 |
| 2000 Shs AT & T Inc. | P | 2011-11-09 | 2018-06-27 | $63,384 | $5,106 | $5,106 | $58,278 |
| 300 Shs Adobe Inc | P | 2006-07-26 | 2018-05-09 | $70,112 | $62,123 | $62,123 | $7,989 |
| 300 Shs Analog Devices | D | 1993-11-02 | 2018-06-27 | $29,061 | $27,934 | $27,934 | $1,127 |
| 1750 Shs Charles Schwab | P | 2012-04-25 | 2018-05-09 | $96,863 | $72,353 | $72,353 | $24,510 |
| 1406 Shs General Electric | D | 1984-07-11 | 2018-03-29 | $18,938 | $15,919 | $15,919 | $3,019 |
| 2438 Shs Goldman Sachs | P | 2000-01-02 | 2018-02-12 | $60,950 | $3,066 | $3,066 | $57,884 |
| 800 Shs Merck & Co Inc | P | 2000-02-01 | 2018-03-29 | $43,950 | -$3,680 | -$3,680 | $47,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $190,099 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$16,084 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $178,296 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,986,780 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05970 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $127,496 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,757,392 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04624 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $122,535 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,730,912 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04487 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $127,535 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,898,927 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04399 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $121,035 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,735,144 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04425 | DistributionYr5Rt |
| Total Distribution | 0.239049 | TotalDistributionRt |
| Average Distribution | 0.047810 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,040,817 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $145,381 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,347 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $147,728 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $141,535 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,694 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,694 | SubtotalAmt |
| Tax Based On Investment Income | $4,694 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,022 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,022 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,672 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 | $2,855,775 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $231,349 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,087,124 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,087,124 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,307 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,040,817 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $152,041 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $152,041 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,694 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,694 | TotalTaxAmt |
| Distributable Before Adj | $147,347 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $147,347 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $147,347 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $141,535 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $141,535 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $141,535 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $147,347 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $43,347 | UndistributedIncomePYAmt |
| Qualifying Distributions | $141,535 | QualifyingDistributionsAmt |
| Applied To Year1 | $43,347 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $98,188 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $49,159 | 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 (18 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 | $2,000 |
| WAREHAM PUBLIC SCHOOLS | |||||||
| 54 Marion Road | Wareham | MA | 02571 | NONE | GOV | UNRESTRICTED | $20,000 |
| 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 | $1,500 |
| YMCA Southcoast | |||||||
| 18 South Water Street | New Bedford | MA | 02740 | NONE | PC | UNRESTRICTED | $2,500 |
| TABOR ACADEMY | |||||||
| Front Street | Marion | MA | 02738 | NONE | PC | THE John C. Makepeace MEMORIAL Scholarship Fund and annual fund | $30,000 |
| MARION INSTITUTE | |||||||
| 3 Barnabas Road | Marion | MA | 02738 | NONE | PC | Unrestricted | $3,000 |
| 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 | $5,000 |
| Damien's Place | |||||||
| 226 Great Neck Road | Wareham | MA | 02571 | None | PC | UNRESTRICTED | $2,000 |
| SOUTHCOAST HEALTH SYSTEM-TOBEY HOSP | |||||||
| 101 PAGE STREET | NEW BEDFORD | MA | 02740 | None | PC | Unrestricted | $35,000 |
| ZEITERION PERFORMING ARTS CENTER | |||||||
| 684 PURCHASE ST | NEW BEDFORD | MA | 02741 | None | PC | UNRESTRICTED | $2,000 |
| New Bedford Art Museum | |||||||
| 608 Pleasant Street | New Bedford | MA | 02740 | None | PC | Unrestricted | $10,000 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $141,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,231 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $149,427 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $222,658 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $222,658 | 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 (57 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ANALOG DEVICES | $21,019 | $102,996 |
| DOVER CORP | $25,627 | $63,855 |
| GENERAL ELECTRIC | ||
| JOHNSON & JOHNSON | $27,658 | $90,335 |
| A T & T | ||
| MERCK | ||
| PROCTER & GAMBLE | $30,889 | $64,344 |
| Weyerhaeuser Co | $40,573 | $52,464 |
| EXXON MOBIL | $46,284 | $61,371 |
| PepsiCo | $48,290 | $99,432 |
| Bioverativ Inc | ||
| NOVARTIS AG SPONSORED ADR | $51,101 | $85,810 |
| WATERS CORPORATION | $23,764 | $113,190 |
| TORONTO DOMINION BANK ONTARIO | $38,334 | $93,474 |
| Adobe Systems | $15,977 | $135,744 |
| Church & Dwight | $18,213 | $131,520 |
| Glacier Bancorp | $46,061 | $138,670 |
| Chevron Texaco | $46,921 | $76,153 |
| Illinois Tool Works | $40,116 | $114,021 |
| Occidental Petroleum Corp | $38,735 | $46,035 |
| J G Boswell | $50,340 | $41,250 |
| MSC Industrial Direct | $20,362 | $38,460 |
| Realty Income Corp | $36,147 | $113,472 |
| Safeguard Scientifics | ||
| GOLDMAN SACHS 6.2% PFD | $13,343 | $14,331 |
| Boston Private Financial 6.95% Pfd | ||
| HCI Group Inc | $48,829 | $76,215 |
| Vanguard St Inv Grade | ||
| Charles Schwab Corp | $31,517 | $93,443 |
| Paychex Inc | $41,995 | $65,150 |
| Suntrust Banks | ||
| US Bancorp | $29,287 | $26,480 |
| Wells Fargo 8% Pfd | ||
| Vornado Realty 6.625% Pfd | ||
| Walthausen Small Cap | $25,000 | $16,906 |
| Cohen & Steers Pref | ||
| Dodge & Cox Income | $75,050 | $72,601 |
| Nestle SA Adr | $36,464 | $40,480 |
| Biogen Idec | $25,306 | $30,092 |
| Celegene Corp | $32,719 | $19,227 |
| PNC Small Cap | ||
| Wells Fargo Pref 5.5% | $25,584 | $23,050 |
| Imperial Oil Ltd | $30,088 | $25,346 |
| Thermo Fisher Scientific | $44,716 | $67,137 |
| Alphabet Inc Cl A | $31,205 | $31,349 |
| Amazon.com | $28,347 | $30,039 |
| Apple Computer | $34,150 | $31,548 |
| Apergy Corp | $6,665 | $12,186 |
| Eaton Vance Bond | $24,998 | $23,886 |
| Estee Lauder Companies | $29,080 | $26,020 |
| Fedex Corp. | $32,150 | $24,200 |
| Gilead Sciences | $26,035 | $25,020 |
| Helmerich & Payne | $14,010 | $9,588 |
| Hormel Foods Corp | $32,280 | $37,345 |
| IPG Photonics Corp | $31,563 | $22,658 |
| McCormick & Co Inc | $31,825 | $41,770 |
| PayPal Holdings Inc | $37,897 | $42,045 |
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 | $23,178 | $23,178 | $23,178 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| Commonwealth of Massachusetts | $35 | $35 | ||
| Foreign taxes | $2,543 | $2,543 | $2,543 |