THE MAURICE AND ANNIE MAKEPEACE FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE MAURICE AND ANNIE MAKEPEACE FAMILY FOUNDATION (EIN 04-6863845)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-13
- IRS object ID
- 201311339349100411
- Schema version
- 2012v2.0
- 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 Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T06:21:34-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENOIT & MCARDLE PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 WAREHAM RD - P O BOX 1037 | AddressLine1 |
| City | MARION | City |
| State | MA | State |
| ZIP Code | 027381037 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 046863845 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MAURICE AND ANNE MAKEPEACE | BusinessNameLine1 |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MAUR | NameControl |
| Phone | 5087481665 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 77 PINEY POINT ROAD | AddressLine1 |
| City | MARION | City |
| State | MA | State |
| ZIP Code | 02738 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTOPHER MAKEPEACE | Name |
| Title | Trustee | Title |
| Date Signed | 2013-05-08 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joseph L McArdle Jr CPA | Name |
| PTIN | P00146401 | PTIN |
| Phone | 5087481611 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2610295 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 77116 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 77116 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 77116 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 30636 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 154910 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 50904 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 337 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 337 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 337 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 108089 | TotalRevenueAndExpenses |
| Total Net Investment Income | 128357 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 77453 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 2650 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2650 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 2650 | AccountingFeesAdjNetIncm |
| Other Prof Fees Rev And Expnss | 20365 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 20365 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 20365 | OtherProfFeesAdjNetIncm |
| Taxes Rev And Expnss | 2852 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2817 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 35 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 28 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 28 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 28 | OtherExpensesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 25895 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 25860 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 23043 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 35 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 140000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 140000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 165895 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 25860 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 23043 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 140035 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -57806 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 102497 | NetInvestmentIncome |
| Adjusted Net Income | 54410 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1171 | CashBOY |
| Savings And Temp Cash Invst BOY | 261627 | SavingsAndTempCashInvstBOY |
| Investments Govt Oblig BOY | 50074 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 1714090 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2023862 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2610295 | InvestmentsCorpStockEOYFMV |
| Other Assets EOY | 1 | OtherAssetsEOY |
| Total Assets BOY | 2026962 | TotalAssetsBOY |
| Total Assets EOY | 2023863 | TotalAssetsEOY |
| Total Assets EOYFMV | 2610295 | TotalAssetsEOYFMV |
| Accounts Payable EOY | 54707 | AccountsPayableEOY |
| Total Liabilities EOY | 54707 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2026962 | RetainedEarningsBOY |
| Retained Earnings EOY | 1969156 | RetainedEarningsEOY |
| Total Net Assets BOY | 2026962 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1969156 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2026962 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2023863 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2026962 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -57806 | ExcessOfRevenueOverExpenses |
| Subtotal | 1969156 | Subtotal |
| Total Net Assets Fund Balances EOY | 1969156 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| Capital Gain Distribution | P | 2000-01-01 | 2012-12-31 | 3446 | 3446 | 3446 | |
| 3000 Shs USB Capital VIII | P | 2009-04-22 | 2012-02-16 | 75000 | 10817 | 10817 | 64183 |
| 200 Shs Procter & Gamble | D | 1991-12-18 | 2012-01-09 | 13268 | 10794 | 10794 | 2474 |
| 200 Shs Johnson & Johnson | D | 1993-04-14 | 2012-01-09 | 12933 | 10917 | 10917 | 2016 |
| 200 Shs Dover | D | 1993-01-07 | 2012-01-09 | 11470 | 9199 | 9199 | 2271 |
| 70 Shs CME Group | P | 2009-11-02 | 2012-06-27 | 18448 | -2895 | -2895 | 21343 |
| 30 Shs CME Group | P | 2009-11-02 | 2012-02-08 | 8500 | -647 | -647 | 9147 |
| 100 Shs Chimera Invt | P | 2006-07-26 | 2012-01-09 | 4561 | 2740 | 2740 | 1821 |
| 200 Shs Analog Devices | D | 1993-11-02 | 2012-01-09 | 7284 | 6533 | 6533 | 751 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 50904 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 98285 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2525516 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.03892 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 103535 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2396933 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.04320 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 115699 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2196798 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.05267 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 161190 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2737129 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.05889 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 125035 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2953975 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.04233 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.23600 | TotalDistributionRatio |
| Average Distribution Ratio | 0.04720 | AverageDistributionRatio |
| Net Noncharitable Assets | 2557653 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 120719 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1025 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 121744 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 140035 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1025 | InvestmentIncomeExciseTax |
| Subtotal | 1025 | Subtotal |
| Tax Based On Investment Income | 1025 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3306 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3306 | TotalCreditsAndPayments |
| Overpayment | 2281 | Overpayment |
| Amount Credited To Next Year | 2281 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN RESEARCH & MANAGEMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5087481665 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 145 FRONT STREET | AddressLine1 |
| City | Marion | City |
| State | MA | State |
| ZIP Code | 02738 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| JOANNA BENNETT | ||||||
| 25 SOUTH STREET | MARION | MA | 02738 | Trustee | 0.00 | 0 |
| CHRISTOPHER MAKEPEACE | ||||||
| 77 PINEY POINT ROAD | MARION | MA | 02738 | Trustee | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2381777 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 214825 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2596602 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 2596602 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 38949 | CashDeemedCharitable |
| Net Noncharitable Assets | 2557653 | NetNoncharitableAssets |
| Minimum Investment Return | 127883 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 127883 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1025 | TaxBasedOnInvestmentIncome |
| Total Tax | 1025 | TotalTax |
| Distributable Amount Before Adj | 126858 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 126858 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 126858 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 140035 | ExpensesAndContributions |
| Qualifying Distributions | 140035 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1025 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 139010 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 126858 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 38880 | UndistributedIncomePriorYear |
| Qualifying Distributions | 140035 | QualifyingDistributions |
| Applied To Year1 | 38880 | AppliedToYear1 |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 101155 | AppliedToCurrentYear |
| Undistributed Income CY | 25703 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Christopher Makepeace | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 Tihonet Road | AddressLine1 |
| City | Wareham | City |
| State | MA | State |
| ZIP Code | 02571 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5087481665 | RecipientPhoneNumber |
| Form And Info And Materials | Description of organization, proof of exempt status, list of Board of Directors | FormAndInfoAndMaterials |
| Submission Deadlines | None | SubmissionDeadlines |
| Restrictions On Awards | None | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Buzzards Bay Area Habitat for Human | |||||||
| PO Box 1584 | Mattapoisett | MA | 02739 | None | Public | Unrestricted | $5,000 |
| New Bedford Art Museum | |||||||
| 608 Pleasant Street | New Bedford | MA | 02740 | None | Public | Unrestricted | $20,000 |
| Women's Fund Community Foundation | |||||||
| 227 Union Street | New Bedford | MA | 02740 | None | PRVT | Unrestricted | $5,000 |
| ZEITERION PERFORMING ARTS CENTER | |||||||
| 684 PURCHASE ST | NEW BEDFORD | MA | 02741 | None | PRVT | UNRESTRICTED | $2,000 |
| SOUTHCOAST HEALTH SYSTEM-TOBEY HOSP | |||||||
| 101 PAGE STREET | NEW BEDFORD | MA | 02740 | None | PRVT | Unrestricted | $10,000 |
| Damien's Place | |||||||
| 226 Great Neck Road | Wareham | MA | 02571 | None | PRVT | UNRESTRICTED | $1,000 |
| Nativity Preparatory School | |||||||
| 66 Spring Street | New Bedford | MA | 02740 | None | PRVT | UNRESTRICTED | $5,000 |
| Buzzards Bay Musicfest | |||||||
| PO Box 443 | Marion | MA | 02738 | NONE | Prvt | Unrestricted | $1,500 |
| GOULD ACADEMY ANNUAL FUND | |||||||
| Gould Academy | Bethel | ME | 04217 | NONE | Prvt | Unrestricted | $3,500 |
| MARION INSTITUTE | |||||||
| 3 Barnabas Road | Marion | MA | 02738 | NONE | Prvt | Unrestricted | $3,000 |
| TABOR ACADEMY - JC MAKEPEACE SCHOLA | |||||||
| Front Street | Marion | MA | 02738 | NONE | PRVT | THE John C. Makepeace MEMORIAL Scholarship Fund | $20,000 |
| YMCA Southcoast | |||||||
| 18 South Water Street | New Bedford | MA | 02740 | NONE | PRVT | UNRESTRICTED | $21,500 |
| South Shore Mental Health | |||||||
| 500 Victory Road | Quincy | MA | 02171 | NONE | PRVT | UNRESTRICTED | $1,500 |
| Community Nurse Hospice Care | |||||||
| 62 Center Street | Fairhaven | MA | 02719 | NONE | PRVT | UNRESTRICTED | $1,500 |
| NEW BEDFORD WOMEN'S CENTER | |||||||
| 405 County Street | New Bedford | MA | 02740 | NONE | PRVT | UNRESTRICTED | $5,000 |
| RD STILLMAN MEMORIAL SCHOLARSHIP FU | |||||||
| 219 Sandwich Road | Wareham | MA | 02571 | NONE | PRVT | UNRESTRICTED | $3,500 |
| CRANBERRY RESEARCH FOUNDATION | |||||||
| 3203-B Cranberry Highway | East Wareham | MA | 02538 | NONE | PRVT | UNRESTRICTED | $2,500 |
| COMMUNITY RESOURCES NETWORK | |||||||
| 75 High Street | Wareham | MA | 02571 | NONE | PRVT | UNRESTRICTED | $2,000 |
| WAREHAM PUBLIC SCHOOLS | |||||||
| 54 Marion Road | Wareham | MA | 02571 | NONE | PRVT | UNRESTRICTED | $20,000 |
| United Negro College Fund | |||||||
| 321 Columbus Avenue 3rd Floor | Boston | MA | 02116 | NONE | Public | UNRESTRICTED | $1,500 |
| EVERGREEN HOUSE | |||||||
| 2875 Cranberry Highway | Wareham | MA | 02538 | NONE | PRVT | UNRESTRICTED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 140000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $77,116 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $30,636 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $337 | UnrelatedBusinessIncomeAmount |
| Exclusion | $107,752 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 108089 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Benoit and McArdle | Category |
| Amount | $2,650 | Amount |
| Net Investment Income | 2650 | NetInvestmentIncome |
| Adjusted Net Income | 2650 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (39 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 4000 Shs Charles Schwab Corp | 56029 | 57440 |
| 1000 Shs Wells Fargo Pref Stock | 46318 | 44980 |
| 18450 Shs Vanguard St Inv Grade | 200025 | 199816 |
| 3000 Shs Gentex | 63967 | 56550 |
| 3000 Shs JP Morgan Chase | 76620 | 76560 |
| 2000 SHS USB CAPITAL VIII 6.35% PFD | ||
| 1000 SHS POTASH CORP OF SASKATCHEWAN | 47681 | 40690 |
| 3000 SHS GOLDMAN SACHS 6.2% PFD | 71227 | 75450 |
| 3500 SHS CENOVUS ENERGY | 45037 | 117390 |
| 100 SHS CME GROUP | ||
| 2000 shs Realty Income Corp | 47359 | 80420 |
| 500 shs MSC Industrial Direct | 20362 | 37690 |
| 50 shs J G Boswell | 34131 | 40850 |
| 1000 shs Expeditors Intl Wash | 42015 | 39550 |
| 2000 shs Privatebancorp | 52220 | 50700 |
| 750 shs Occidental Pete | 40201 | 57458 |
| 1000 shs Illinois Tool Works | 44573 | 60810 |
| 1000 shs Chevron Texaco | 67030 | 108140 |
| 4000 shs Glacier Bancorp | 56677 | 58840 |
| 1400 shs Church & Dwight | 25497 | 74998 |
| 1300 shs Adobe Systems | 37261 | 48984 |
| 940 shs TORONTO DOMINION BANK ONTARIO | 38334 | 79270 |
| 600 SHS WATERS CORPORATION | 23764 | 52272 |
| 1000 shs NOVARTIS AG SPONSORED ADR | 51101 | 63300 |
| 1500 shsTranscanada | 33670 | 70980 |
| 1100 shs PepsiCo | 61009 | 75273 |
| 600 SH EXXON MOBIL | 22022 | 51930 |
| 1700 SH PLUM CREEK TIMBER | 46491 | 75429 |
| 5500 SH ENCANA | 91703 | 108680 |
| 1000 Shs Mosaic | 57262 | 56630 |
| 2000 Shs Leucadia National | 49349 | 47580 |
| 800 SHRS PROCTER & GAMBLE | 35302 | 54312 |
| 1000 SHRS MERCK | 61164 | 40940 |
| 2000 Shs Jeffries Group | 23092 | 37140 |
| 3000 Shs A T & T | 90164 | 101130 |
| 1200 SHRS JOHNSON & JOHNSON | 47414 | 84120 |
| 4000 SHRS GENERAL ELECTRIC | 116833 | 83960 |
| 1700 SHRS DOVER CORP | 64175 | 111707 |
| 2100 SHRS ANALOG DEVICES | 36783 | 88326 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Rounding | Description |
| EOY Book Value | 1 | EOYBookValue |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Bank Charges | Description |
| Revenue And Expenses Per Books | 28 | RevenueAndExpensesPerBooks |
| Net Investment Income | 28 | NetInvestmentIncome |
| Adjusted Net Income | 28 | AdjustedNetIncome |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | 337 | RevenueAndExpensesPerBooks |
| Net Investment Income | 337 | NetInvestmentIncome |
| Adjusted Net Income | 337 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | American Research Investment Fees | Category |
| Amount | $20,365 | Amount |
| Net Investment Income | 20365 | NetInvestmentIncome |
| Adjusted Net Income | 20365 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Foreign taxes | $2,817 | 2817 | |
| Commonwealth of Massachusetts | $35 | 35 |