2017-05-05T14:13:54-07:00 2016-12-31 BENOIT & MCARDLE PC 240 WAREHAM RD - P O BOX 1037 MARION MA 027381037 990PF 2016-01-01 046863845 The Maurice and Anne Makepeace Family Foundation MAUR 5087481665 77 Piney Point Road Marion MA 02738 CHRISTOPHER MAKEPEACE Trustee 2017-05-04 true Joseph L McArdle Jr CPA P00146401 5087481611 2016 2021-01-29 14:40:06Z X 2871649 X X 76050 76050 76050 47578 319383 53279 123628 129329 76050 2725 2725 2725 21549 21549 21549 4263 1126 1126 35 28537 25400 25400 35 128500 128500 157037 25400 25400 128535 -33409 103929 50650 98765 160401 160401 501 501 1748781 1653735 2711248 1 1848047 1814638 2871649 0 X 1848047 1814638 1848047 1814638 1848047 1814638 1848047 -33409 1814638 1814638 300 Shs Gilead Sciences P 2016-01-01 2016-12-23 22059 24713 -2654 -2654 100 Shs Gilead Sciences P 2015-09-24 2016-12-23 7353 10415 -3062 -3062 100 Shs IShares NASDAQ P 2015-04-27 2016-12-23 27058 34909 -7851 -7851 500 Shs RBS Cap FDG P 2013-05-30 2016-06-13 12500 11314 1186 1186 375 Shs SPDR S & P Biotech ETF P 2000-01-01 2016-12-23 22787 28118 -5331 -5331 4716 Shs Vanguard Short Term P 2012-09-05 2016-02-10 49975 51138 -1163 -1163 7 Shs California Resources P 2006-08-25 2016-09-27 61 64 -3 -3 6000 Shs Gentex P 2012-04-25 2016-10-28 100496 63967 36529 36529 100 Shs PepsiCo P 2006-07-26 2016-02-10 9814 6359 3455 3455 100 Shs Procter & Gamble D 1991-12-18 2016-02-10 8239 1237 7002 7002 98 Shs Synchrony Financial D 1984-07-11 2016-09-27 2678 200 2478 2478 1500 Shs Transcanada Corp P 2000-01-01 2016-02-10 51685 33670 18015 18015 CAPITAL GAIN DISTRIBUTIONS P 2000-01-01 2016-12-31 4678 4678 4678 53279 -2654 false 122535 2730912 0.04487 127535 2898927 0.04399 121035 2735144 0.04425 139010 2557653 0.05435 98285 2525516 0.03892 0.226384 0.045277 2757392 124846 1039 125885 128535 X 1039 1039 1039 2800 2800 1761 1761 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 2654217 145166 0 2799383 0 2799383 41991 2757392 137870 137870 1039 1039 136831 136831 136831 128535 128535 1039 127496 136831 65486 128535 65486 0 63049 73782 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 NEW BEDFORD 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 South Shore Mental Health 500 Victory Road Quincy MA 02171 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 7500 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 10500 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 Sippican Lands Trust 354 Front St 2 Marion MA 02738 None PC Osprey project 5000 128500 14 76050 18 47578 123628 123628 false false false false false false false false false false Benoit and McArdle 2725 2725 2725 0 ANALOG DEVICES 26273 108930 DOVER CORP 32292 67437 GENERAL ELECTRIC 39564 44430 JOHNSON & JOHNSON 27658 80647 A T & T 58277 85060 MERCK 47630 47096 PROCTER & GAMBLE 30889 58856 Weyerhaeuser Co 40573 72216 EXXON MOBIL 22022 54156 PepsiCo 48290 94167 Transcanada NOVARTIS AG SPONSORED ADR 51101 72840 WATERS CORPORATION 23764 80634 TORONTO DOMINION BANK ONTARIO 38334 92759 Adobe Systems 23966 92655 Church & Dwight 18213 88380 Glacier Bancorp 46061 126805 Chevron Texaco 46921 82390 Illinois Tool Works 40116 110214 Occidental Petroleum Corp 38735 53423 Privatebancorp 79771 78497 J G Boswell 50340 47625 MSC Industrial Direct 20362 46195 Realty Income Corp 38220 103464 Safeguard Scientifics 48602 40350 GOLDMAN SACHS 6.2% PFD 71227 76290 Boston Private Financial 6.95% Pfd 12609 12545 Gentex Vanguard St Inv Grade 38692 37937 Charles Schwab Corp 78956 197350 Paychex Inc 41995 60880 RBS Capital Funding Pfd US Bancorp 29287 28290 Wells Fargo 8% Pfd 15139 13215 Vornado Realty 6.625% Pfd 25353 25170 Walthausen Small Cap 25000 22683 Cohen & Steers Pref 99524 99568 Dodge & Cox Income 50025 49203 Nestle SA Adr 36464 35870 Biogen Idec 27435 28358 Celegene Corp 32719 34725 Gilead Sciences Nasdaq Biotechnology PNC Small Cap 25025 29138 S & P Biotech Synchrony Financial Allied World Assurance 31507 53710 Imperial Oil Ltd 30088 34760 Thermo Fisher Scientific 44716 42330 Rounding 1 ADR fees 21 21 21 0 American Research Investment Fees 21528 21528 21528 0 Commonwealth of Massachusetts 35 35 Federal Excise taxes 3102 Foreign taxes 1126 1126 1126