THE MAURICE AND ANNIE MAKEPEACE FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE MAURICE AND ANNIE MAKEPEACE FAMILY FOUNDATION (EIN 04-6863845)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-06
- IRS object ID
- 201511269349100906
- Schema version
- 2014v5.0
- 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 Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-06T11:52:36-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2014-01-01 | 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 | JOANNA BENNETT | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2015-04-28 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,857,112 | 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 | $80,020 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,020 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $80,020 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,093 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $175,880 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,263 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $85,113 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $101,283 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $80,020 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $2,725 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,725 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $22,457 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,457 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $22,457 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $6,781 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,968 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $31,993 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $27,150 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $25,182 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $35 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $127,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $127,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $159,493 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $27,150 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $25,182 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $127,535 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$74,380 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,133 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $54,838 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $174,935 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $135,806 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $135,806 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $293 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $293 | PrepaidExpensesEOYAmt |
| Corporate Stock BOY | $1,799,040 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,763,788 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,721,306 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $1 | OtherAssetsEOYAmt |
| Total Assets BOY | $1,974,268 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,899,888 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,857,112 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,974,268 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,899,888 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,974,268 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,899,888 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,974,268 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,899,888 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,974,268 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$74,380 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,899,888 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,899,888 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,263 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$484 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $121,035 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,735,144 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04425 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $139,010 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,557,653 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05435 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $98,285 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,525,516 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03892 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $103,535 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,396,933 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04320 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $115,699 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,196,798 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05267 | DistributionYr5Rt |
| Total Distribution | 0.23338 | TotalDistributionRt |
| Average Distribution | 0.04668 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,898,927 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $135,310 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $741 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $136,051 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $127,535 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,483 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,483 | SubtotalAmt |
| Tax Based On Investment Income | $1,483 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,117 | OverpaymentAmt |
| Applied To ES Tax | $2,117 | 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 |
| 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 |
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 | $2,792,116 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $150,957 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,943,073 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,943,073 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,146 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,898,927 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $144,946 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $144,946 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,483 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,483 | TotalTaxAmt |
| Distributable Before Adj | $143,463 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $143,463 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $143,463 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $127,535 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $127,535 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $127,535 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $143,463 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $37,966 | UndistributedIncomePYAmt |
| Qualifying Distributions | $127,535 | QualifyingDistributionsAmt |
| Applied To Year1 | $37,966 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $89,569 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $53,894 | 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 (23 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 | PRVT | UNRESTRICTED | $5,000 |
| United Negro College Fund | |||||||
| 321 Columbus Avenue 3rd Floor | Boston | MA | 02116 | NONE | Public | UNRESTRICTED | $2,000 |
| WAREHAM PUBLIC SCHOOLS | |||||||
| 54 Marion Road | Wareham | MA | 02571 | NONE | PRVT | UNRESTRICTED | $20,000 |
| COMMUNITY RESOURCES NETWORK | |||||||
| 75 High Street | Wareham | MA | 02571 | NONE | PRVT | UNRESTRICTED | $3,000 |
| CRANBERRY RESEARCH FOUNDATION | |||||||
| 3203-B Cranberry Highway | East Wareham | MA | 02538 | NONE | PRVT | UNRESTRICTED | $2,500 |
| RD STILLMAN MEMORIAL SCHOLARSHIP FU | |||||||
| 219 Sandwich Road | Wareham | MA | 02571 | NONE | PRVT | UNRESTRICTED | $3,500 |
| Community Nurse Hospice Care | |||||||
| 62 Center Street | Fairhaven | MA | 02719 | NONE | PRVT | UNRESTRICTED | $1,500 |
| South Shore Mental Health | |||||||
| 500 Victory Road | Quincy | MA | 02171 | NONE | PRVT | UNRESTRICTED | $1,500 |
| YMCA Southcoast | |||||||
| 18 South Water Street | New Bedford | MA | 02740 | NONE | PRVT | UNRESTRICTED | $1,500 |
| TABOR ACADEMY | |||||||
| Front Street | Marion | MA | 02738 | NONE | PRVT | THE John C. Makepeace MEMORIAL Scholarship Fund and annual fund | $25,000 |
| MARION INSTITUTE | |||||||
| 3 Barnabas Road | Marion | MA | 02738 | NONE | Prvt | Unrestricted | $3,000 |
| GOULD ACADEMY ANNUAL FUND | |||||||
| Gould Academy | Bethel | ME | 04217 | NONE | Prvt | Unrestricted | $3,500 |
| Buzzards Bay Musicfest | |||||||
| PO Box 443 | Marion | MA | 02738 | NONE | Prvt | Unrestricted | $1,500 |
| Nativity Preparatory School | |||||||
| 66 Spring Street | New Bedford | MA | 02740 | None | PRVT | Honor alumni and provide for student scholarships | $5,000 |
| Damien's Place | |||||||
| 226 Great Neck Road | Wareham | MA | 02571 | None | PRVT | UNRESTRICTED | $2,000 |
| SOUTHCOAST HEALTH SYSTEM-TOBEY HOSP | |||||||
| 101 PAGE STREET | NEW BEDFORD | MA | 02740 | None | PRVT | Unrestricted | $10,000 |
| ZEITERION PERFORMING ARTS CENTER | |||||||
| 684 PURCHASE ST | NEW BEDFORD | MA | 02741 | None | PRVT | UNRESTRICTED | $2,000 |
| Rotch-Jones-Duff House Garden Museu | |||||||
| 396 County St | New Bedford | MA | 02740 | None | PRVT | Unrestricted | $5,000 |
| New Bedford Art Museum | |||||||
| 608 Pleasant Street | New Bedford | MA | 02740 | None | Public | Unrestricted | $10,000 |
| Buzzards Bay Area Habitat for Human | |||||||
| PO Box 1584 | Mattapoisett | MA | 02739 | None | Public | Unrestricted | $5,000 |
| Our Sister's School | |||||||
| 145 Brownell Ave | New Bedford | MA | 02740 | None | Public | Unrestricted | $5,000 |
| Town of Wareham | |||||||
| 54 Marion Road | Wareham | MA | 02571 | None | PC | Celebrate Wareham's 275th anniversary | $5,000 |
| The Women's Center | |||||||
| 405 County Road | New Bedford | MA | 02740 | None | PC | Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $127,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,020 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,093 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $85,113 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $85,113 | 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 | $2,725 | Amt |
| Net Investment Income | $2,725 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,725 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (52 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ANALOG DEVICES | $29,777 | $94,384 |
| DOVER CORP | $32,292 | $64,548 |
| GENERAL ELECTRIC | $93,466 | $80,864 |
| JOHNSON & JOHNSON | $27,658 | $73,199 |
| A T & T | $58,277 | $67,180 |
| MERCK | $61,164 | $56,790 |
| PROCTER & GAMBLE | $35,302 | $72,872 |
| Leucadia National | $44,184 | $56,050 |
| ENCANA | $56,593 | $62,415 |
| PLUM CREEK TIMBER | $40,573 | $64,185 |
| EXXON MOBIL | $22,022 | $55,470 |
| PepsiCo | $54,649 | $94,560 |
| Transcanada | $33,670 | $73,650 |
| NOVARTIS AG SPONSORED ADR | $51,101 | $92,660 |
| WATERS CORPORATION | $23,764 | $67,632 |
| TORONTO DOMINION BANK ONTARIO | $38,334 | $89,826 |
| Adobe Systems | $23,966 | $65,430 |
| Church & Dwight | $18,213 | $78,810 |
| Glacier Bancorp | $46,061 | $97,195 |
| Chevron Texaco | $46,921 | $78,526 |
| Illinois Tool Works | $40,116 | $85,230 |
| Occidental Petroleum Corp | $38,800 | $60,458 |
| Privatebancorp | $24,303 | $25,487 |
| J G Boswell | $34,131 | $47,750 |
| MSC Industrial Direct | $20,362 | $40,625 |
| Realty Income Corp | $40,119 | $85,878 |
| Safeguard Scientifics | $35,780 | $39,640 |
| CENOVUS ENERGY | $17,035 | $47,426 |
| GOLDMAN SACHS 6.2% PFD | $71,227 | $76,090 |
| Boston Private Financial 6.95% Pfd | $12,609 | $12,498 |
| Gentex | $63,967 | $108,390 |
| Vanguard St Inv Grade | $89,830 | $88,327 |
| Wells Fargo Pref Stock ETF | $46,318 | $43,780 |
| Charles Schwab Corp | $78,956 | $150,950 |
| HSBC Holdings 8% Pfd | $13,959 | $13,285 |
| M & T Capital Trust 8.5% Pfd | ||
| Metlife Inc B 6.50% Pfd | $12,699 | $12,900 |
| Paychex Inc | $41,995 | $46,170 |
| RBS Capital Funding Pfd | $11,314 | $12,185 |
| US Bancorp | $14,799 | $14,725 |
| Wells Fargo 8% Pfd | $15,139 | $14,585 |
| Atwood Oceanics Inc | ||
| Oceaneering Intl Inc | ||
| Duke Realty 6.6% Pfd | ||
| Vornado Realty 6.625% Pfd | $12,744 | $12,800 |
| Conestoga Small Cap | $25,000 | $23,941 |
| Walthausen Small Cap | $25,000 | $22,461 |
| California Resources Corp | $1,401 | $1,653 |
| Cohen & Steers Pref | $50,025 | $50,861 |
| Dodge & Cox Income | $50,025 | $49,891 |
| Knowles Corp | $1,683 | $10,598 |
| Nestle SA Adr | $36,465 | $36,476 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Rounding | Desc |
| EOY Book Value | $1 | EOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bank Charges | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | American Research Investment Fees | CategoryTxt |
| Amt | $22,457 | Amt |
| Net Investment Income | $22,457 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,457 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Commonwealth of Massachusetts | $35 | $35 | |
| Federal excise taxes | $4,778 | ||
| Foreign taxes | $1,968 | $1,968 |