2018-05-04T11:16:59-07:00 2017-12-31 261543765 BENOIT & MCARDLE PC 240 WAREHAM RD - P O BOX 1037 MARION MA 027381037 990PF 2017-01-01 046863845 The Maurice and Anne Makepeace Family Foundation MAUR 5087481665 77 Piney Point Road Marion MA 02738 CHRISTOPHER MAKEPEACE Trustee 2018-05-02 true Joseph L McArdle Jr CPA P00146401 5087481611 2017 2022-09-23 18:48:47Z X 3099755 X X 77309 77309 77309 23676 134954 23676 21729 100985 100985 99038 2725 2725 2725 22617 22617 22617 1799 1764 1764 35 42 27183 27106 27106 35 179000 179000 206183 27106 27106 179035 -105198 73879 71932 160401 28484 28484 501 905 1653735 1680051 3071271 1 1814638 1709440 3099755 0 X 1814638 1709440 1814638 1709440 1814638 1709440 1814638 -105198 1709440 1709440 Capital Gain Distribution P 2000-01-01 2017-12-31 7818 7818 7818 1000 Shs Allied World Assurance P 2016-02-10 2017-01-24 53236 31507 21729 21729 2000 Shs Privatebancorp CT 10% Pfd P 2000-01-01 2017-07-24 50000 55468 -5468 -5468 956 Shs Privatebancorp CT 10% Pfd P 2010-06-15 2017-07-24 23900 24303 -403 -403 23676 21729 false 127496 2757392 0.04624 122535 2730912 0.04487 127535 2898927 0.04399 121035 2735144 0.04425 139010 2557653 0.05435 0.233705 0.046741 2986780 139605 739 140344 179035 X 739 739 739 1761 1761 1022 1022 false 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 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 2881718 150546 0 3032264 0 3032264 45484 2986780 149339 149339 739 739 148600 148600 148600 179035 179035 739 178296 148600 73782 179035 73782 0 105253 43347 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 2000 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 1500 YMCA Southcoast 18 South Water Street New Bedford MA 02740 NONE PC UNRESTRICTED 2500 TABOR ACADEMY Front Street Marion MA 02738 NONE PC THE John C. Makepeace MEMORIAL Scholarship Fund and annual fund 30000 MARION INSTITUTE 3 Barnabas Road Marion MA 02738 NONE PC Unrestricted 3000 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 15000 Damien's Place 226 Great Neck Road Wareham MA 02571 None PC UNRESTRICTED 2000 SOUTHCOAST HEALTH SYSTEM-TOBEY HOSP 101 PAGE STREET NEW BEDFORD MA 02740 None PC Unrestricted 60000 ZEITERION PERFORMING ARTS CENTER 684 PURCHASE ST NEW BEDFORD MA 02741 None PC UNRESTRICTED 2000 New Bedford Art Museum 608 Pleasant Street New Bedford MA 02740 None PC Unrestricted 10000 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 179000 14 77309 18 23676 100985 100985 false false false false false false false false false false Benoit and McArdle 2725 2725 2725 0 ANALOG DEVICES 26273 133545 DOVER CORP 32292 90891 GENERAL ELECTRIC 39564 24535 JOHNSON & JOHNSON 27658 97804 A T & T 58277 77760 MERCK 47630 45016 PROCTER & GAMBLE 30889 64316 Weyerhaeuser Co 40573 84624 EXXON MOBIL 22022 50184 PepsiCo 48290 107928 Bioverativ Inc 2129 2696 NOVARTIS AG SPONSORED ADR 51101 83960 WATERS CORPORATION 23764 115914 TORONTO DOMINION BANK ONTARIO 38334 110130 Adobe Systems 23966 157716 Church & Dwight 18213 100340 Glacier Bancorp 46061 137865 Chevron Texaco 46921 87633 Illinois Tool Works 40116 150165 Occidental Petroleum Corp 38735 55245 Privatebancorp J G Boswell 50340 53475 MSC Industrial Direct 20362 48330 Realty Income Corp 37234 102636 Safeguard Scientifics 48602 33600 GOLDMAN SACHS 6.2% PFD 71227 77640 Boston Private Financial 6.95% Pfd 12609 12825 HCI Group Inc 48829 44850 Vanguard St Inv Grade 38692 37937 Charles Schwab Corp 78956 256850 Paychex Inc 41995 68080 Suntrust Banks 25644 25230 US Bancorp 29287 28220 Wells Fargo 8% Pfd 28083 25650 Vornado Realty 6.625% Pfd 50932 50040 Walthausen Small Cap 25000 23907 Cohen & Steers Pref 99524 104976 Dodge & Cox Income 50025 49819 Nestle SA Adr 36464 42985 Biogen Idec 25306 31857 Celegene Corp 32719 31308 PNC Small Cap 25025 29078 Wells Fargo Pref 5.5% 25584 25540 Allied World Assurance Imperial Oil Ltd 30088 31207 Thermo Fisher Scientific 44716 56964 Bank Charges 42 ADR fees 17 17 17 0 American Research Investment Fees 22600 22600 22600 0 Commonwealth of Massachusetts 35 35 Foreign taxes 1764 1764 1764