2015-05-06T11:52:36-07:00 2014-12-31 BENOIT & MCARDLE PC 240 WAREHAM RD - P O BOX 1037 MARION MA 027381037 990PF 2014-01-01 046863845 The Maurice and Anne Makepeace Family Foundation MAUR 5087481665 77 Piney Point Road Marion MA 02738 JOANNA BENNETT Trustee 2015-04-28 true Joseph L McArdle Jr CPA P00146401 5087481611 2014 2016-02-25 16:41:14Z X 2857112 X X 80020 80020 80020 5093 175880 21263 85113 101283 80020 2725 2725 2725 22457 22457 22457 6781 1968 35 30 31993 27150 25182 35 127500 127500 159493 27150 25182 127535 -74380 74133 54838 174935 135806 135806 293 293 1799040 1763788 2721306 1 1974268 1899888 2857112 0 X 1974268 1899888 1974268 1899888 1974268 1899888 1974268 -74380 1899888 1899888 21263 -484 false 121035 2735144 0.04425 139010 2557653 0.05435 98285 2525516 0.03892 103535 2396933 0.04320 115699 2196798 0.05267 0.23338 0.04668 2898927 135310 741 136051 127535 1483 1483 1483 3600 3600 2117 2117 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 2792116 150957 0 2943073 0 2943073 44146 2898927 144946 144946 1483 1483 143463 143463 143463 127535 127535 127535 143463 37966 127535 37966 0 89569 53894 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 PRVT UNRESTRICTED 5000 United Negro College Fund 321 Columbus Avenue 3rd Floor Boston MA 02116 NONE Public UNRESTRICTED 2000 WAREHAM PUBLIC SCHOOLS 54 Marion Road Wareham MA 02571 NONE PRVT UNRESTRICTED 20000 COMMUNITY RESOURCES NETWORK 75 High Street Wareham MA 02571 NONE PRVT UNRESTRICTED 3000 CRANBERRY RESEARCH FOUNDATION 3203-B Cranberry Highway East Wareham MA 02538 NONE PRVT UNRESTRICTED 2500 RD STILLMAN MEMORIAL SCHOLARSHIP FU 219 Sandwich Road Wareham MA 02571 NONE PRVT UNRESTRICTED 3500 Community Nurse Hospice Care 62 Center Street Fairhaven MA 02719 NONE PRVT UNRESTRICTED 1500 South Shore Mental Health 500 Victory Road Quincy MA 02171 NONE PRVT UNRESTRICTED 1500 YMCA Southcoast 18 South Water Street New Bedford MA 02740 NONE PRVT UNRESTRICTED 1500 TABOR ACADEMY Front Street Marion MA 02738 NONE PRVT THE John C. Makepeace MEMORIAL Scholarship Fund and annual fund 25000 MARION INSTITUTE 3 Barnabas Road Marion MA 02738 NONE Prvt Unrestricted 3000 GOULD ACADEMY ANNUAL FUND Gould Academy Bethel ME 04217 NONE Prvt Unrestricted 3500 Buzzards Bay Musicfest PO Box 443 Marion MA 02738 NONE Prvt Unrestricted 1500 Nativity Preparatory School 66 Spring Street New Bedford MA 02740 None PRVT Honor alumni and provide for student scholarships 5000 Damien's Place 226 Great Neck Road Wareham MA 02571 None PRVT UNRESTRICTED 2000 SOUTHCOAST HEALTH SYSTEM-TOBEY HOSP 101 PAGE STREET NEW BEDFORD MA 02740 None PRVT Unrestricted 10000 ZEITERION PERFORMING ARTS CENTER 684 PURCHASE ST NEW BEDFORD MA 02741 None PRVT UNRESTRICTED 2000 Rotch-Jones-Duff House Garden Museu 396 County St New Bedford MA 02740 None PRVT Unrestricted 5000 New Bedford Art Museum 608 Pleasant Street New Bedford MA 02740 None Public Unrestricted 10000 Buzzards Bay Area Habitat for Human PO Box 1584 Mattapoisett MA 02739 None Public Unrestricted 5000 Our Sister's School 145 Brownell Ave New Bedford MA 02740 None Public Unrestricted 5000 Town of Wareham 54 Marion Road Wareham MA 02571 None PC Celebrate Wareham's 275th anniversary 5000 The Women's Center 405 County Road New Bedford MA 02740 None PC Unrestricted 5000 127500 14 80020 18 5093 85113 85113 false false false false false false false false false false Benoit and McArdle 2725 2725 2725 0 ANALOG DEVICES 29777 94384 DOVER CORP 32292 64548 GENERAL ELECTRIC 93466 80864 JOHNSON & JOHNSON 27658 73199 A T & T 58277 67180 MERCK 61164 56790 PROCTER & GAMBLE 35302 72872 Leucadia National 44184 56050 ENCANA 56593 62415 PLUM CREEK TIMBER 40573 64185 EXXON MOBIL 22022 55470 PepsiCo 54649 94560 Transcanada 33670 73650 NOVARTIS AG SPONSORED ADR 51101 92660 WATERS CORPORATION 23764 67632 TORONTO DOMINION BANK ONTARIO 38334 89826 Adobe Systems 23966 65430 Church & Dwight 18213 78810 Glacier Bancorp 46061 97195 Chevron Texaco 46921 78526 Illinois Tool Works 40116 85230 Occidental Petroleum Corp 38800 60458 Privatebancorp 24303 25487 J G Boswell 34131 47750 MSC Industrial Direct 20362 40625 Realty Income Corp 40119 85878 Safeguard Scientifics 35780 39640 CENOVUS ENERGY 17035 47426 GOLDMAN SACHS 6.2% PFD 71227 76090 Boston Private Financial 6.95% Pfd 12609 12498 Gentex 63967 108390 Vanguard St Inv Grade 89830 88327 Wells Fargo Pref Stock ETF 46318 43780 Charles Schwab Corp 78956 150950 HSBC Holdings 8% Pfd 13959 13285 M & T Capital Trust 8.5% Pfd Metlife Inc B 6.50% Pfd 12699 12900 Paychex Inc 41995 46170 RBS Capital Funding Pfd 11314 12185 US Bancorp 14799 14725 Wells Fargo 8% Pfd 15139 14585 Atwood Oceanics Inc Oceaneering Intl Inc Duke Realty 6.6% Pfd Vornado Realty 6.625% Pfd 12744 12800 Conestoga Small Cap 25000 23941 Walthausen Small Cap 25000 22461 California Resources Corp 1401 1653 Cohen & Steers Pref 50025 50861 Dodge & Cox Income 50025 49891 Knowles Corp 1683 10598 Nestle SA Adr 36465 36476 Rounding 1 Bank Charges 30 American Research Investment Fees 22457 22457 22457 0 Commonwealth of Massachusetts 35 35 Federal excise taxes 4778 Foreign taxes 1968 1968