2016-05-10T05:33:06-07:00 2015-12-31 BENOIT & MCARDLE PC 240 WAREHAM RD - P O BOX 1037 MARION MA 027381037 990PF 2015-01-01 046863845 The Maurice and Anne Makepeace Family Foundation MAUR 5087481665 77 Piney Point Road Marion MA 02738 JOANNA BENNETT Trustee 2016-05-05 true Joseph L McArdle Jr CPA P00146401 5087481611 2015 2016-09-27 15:27:22Z X 2675976 X X 77431 77431 77431 19179 356291 69457 96610 146888 77431 2725 2725 2725 21669 21669 21669 1557 1522 1522 35 25951 25916 25916 35 122500 122500 148451 25916 25916 122535 -51841 120972 51515 135806 98765 98765 293 501 1763788 1748781 2577211 1 1899888 1848047 2675976 0 X 1899888 1848047 1899888 1848047 1899888 1848047 1899888 -51841 1848047 1848047 4681 Shs Eaton Vance Bond Fund P 2015-01-13 2015-08-24 44123 50025 -5902 -5902 Jefferies Group P 2015-05-05 2015-05-05 1001 1001 1001 710 Shs Conestoga Small Cap P 2013-10-30 2015-01-13 23267 25000 -1733 -1733 500 Shs HSBC Holdings PLC P 2013-06-03 2015-09-17 12743 13959 -1216 -1216 500 Shs Metlife Inc P 2013-05-31 2015-06-29 12500 12699 -199 -199 1000 Shs SPDR Wells Fargo P 2012-09-05 2015-10-14 44151 46318 -2167 -2167 200 Shs Analog Devices D 1993-11-02 2015-10-14 11621 751 10870 10870 300 Shs California Resources P 2006-08-25 2015-02-04 1837 1401 436 436 2300 Shs Cenovus Energy P 2003-11-11 2015-08-24 28350 17036 11314 11314 4500 Shs Encana P 2000-01-01 2015-01-13 56782 56591 191 191 1700 Shs General Electric D 1984-07-11 2015-10-14 43343 3650 39693 39693 450 Shs Knowles Corp P 1993-01-07 2015-01-13 10118 1683 8435 8435 2500 Shs Leucadia National P 2011-11-09 2015-09-24 50393 44185 6208 6208 200 shs Merck P 2000-08-31 2015-10-14 9922 13534 -3612 -3612 .74 Shs Synchrony Financial D 1984-07-11 2015-11-24 24 2 22 22 Capital Gain Distribution P 2000-01-01 2015-12-31 6116 6116 6116 69457 -4901 false 127535 2898927 0.04399 121035 2735144 0.04425 139010 2557653 0.05435 98285 2525516 0.03892 103535 2396933 0.04320 0.224709 0.044942 2730912 122733 1210 123943 122535 2419 2419 2419 2117 2117 302 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 2645343 127157 0 2772500 0 2772500 41588 2730912 136546 136546 2419 2419 134127 134127 134127 122535 122535 122535 134127 53894 122535 53894 0 68641 65486 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 Turning Point Inc PO Box 548 5 Perry Way Newburyport MA 01950 NONE PC UNRESTRICTED 3000 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 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 1500 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 5000 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 10000 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 The Women's Center 405 County Road New Bedford MA 02740 None PC Unrestricted 5000 122500 14 77431 18 19179 96610 96610 false false false false false false false false false false Benoit and McArdle 2725 2725 2725 0 ANALOG DEVICES 26273 82980 DOVER CORP 32292 55179 GENERAL ELECTRIC 39564 43797 JOHNSON & JOHNSON 27658 71904 A T & T 58277 68820 MERCK 47630 42256 PROCTER & GAMBLE 35302 63528 Leucadia National ENCANA PLUM CREEK TIMBER 40573 71580 EXXON MOBIL 22022 46770 PepsiCo 54649 99920 Transcanada 33670 48885 NOVARTIS AG SPONSORED ADR 51101 86040 WATERS CORPORATION 23764 80748 TORONTO DOMINION BANK ONTARIO 38334 73640 Adobe Systems 23966 84546 Church & Dwight 18213 84880 Glacier Bancorp 46061 92855 Chevron Texaco 46921 62972 Illinois Tool Works 40116 83412 Occidental Petroleum Corp 38800 50708 Privatebancorp 79771 80344 J G Boswell 50340 47625 MSC Industrial Direct 20362 28135 Realty Income Corp 39146 92934 Safeguard Scientifics 35780 29020 CENOVUS ENERGY GOLDMAN SACHS 6.2% PFD 71227 77970 Boston Private Financial 6.95% Pfd 12609 13071 Gentex 63967 96060 Vanguard St Inv Grade 89830 87499 Wells Fargo Pref Stock ETF Charles Schwab Corp 78956 164650 HSBC Holdings 8% Pfd Metlife Inc B 6.50% Pfd Paychex Inc 41995 52890 RBS Capital Funding Pfd 11314 12465 US Bancorp 29287 28720 Wells Fargo 8% Pfd 15139 14040 Vornado Realty 6.625% Pfd 25353 25450 Conestoga Small Cap Walthausen Small Cap 25000 17807 California Resources Corp Cohen & Steers Pref 99564 100753 Dodge & Cox Income 50025 48117 Knowles Corp Nestle SA Adr 36464 37210 Biogen Idec 14730 15318 Celegene Corp 11542 11976 Gilead Sciences 10415 10119 Nasdaq Biotechnology 34909 33833 PNC Small Cap 25025 26481 S & P Biotech 28119 26323 Synchrony Financial 2726 2981 ADR fees 31 31 31 0 American Research Investment Fees 21638 21638 21638 0 Commonwealth of Massachusetts 35 35 Foreign taxes 1522 1522 1522