2013-05-13T06:21:34-07:00 2012-12-31 BENOIT & MCARDLE PC 240 WAREHAM RD - P O BOX 1037 MARION MA 027381037 990PF 2012-01-01 046863845 THE MAURICE AND ANNE MAKEPEACE FAMILY FOUNDATION MAUR 5087481665 77 PINEY POINT ROAD MARION MA 02738 CHRISTOPHER MAKEPEACE 2013-05-08 true Joseph L McArdle Jr CPA P00146401 5087481611 2012 2016-02-24 21:20:13Z X 2610295 X X 77116 77116 77116 30636 154910 50904 337 337 337 108089 128357 77453 2650 2650 2650 20365 20365 20365 2852 2817 35 28 28 28 25895 25860 23043 35 140000 140000 165895 25860 23043 140035 -57806 102497 54410 1171 261627 50074 1714090 2023862 2610295 1 2026962 2023863 2610295 54707 54707 X 2026962 1969156 2026962 1969156 2026962 2023863 2026962 -57806 1969156 1969156 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 64183 10817 10817 200 Shs Procter & Gamble D 1991-12-18 2012-01-09 13268 2474 10794 10794 200 Shs Johnson & Johnson D 1993-04-14 2012-01-09 12933 2016 10917 10917 200 Shs Dover D 1993-01-07 2012-01-09 11470 2271 9199 9199 70 Shs CME Group P 2009-11-02 2012-06-27 18448 21343 -2895 -2895 30 Shs CME Group P 2009-11-02 2012-02-08 8500 9147 -647 -647 100 Shs Chimera Invt P 2006-07-26 2012-01-09 4561 1821 2740 2740 200 Shs Analog Devices D 1993-11-02 2012-01-09 7284 751 6533 6533 50904 false 98285 2525516 0.03892 103535 2396933 0.04320 115699 2196798 0.05267 161190 2737129 0.05889 125035 2953975 0.04233 0.23600 0.04720 2557653 120719 1025 121744 140035 X 1025 1025 1025 3306 3306 2281 2281 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 JOANNA BENNETT 25 SOUTH STREET MARION MA 02738 0.00 0 CHRISTOPHER MAKEPEACE 77 PINEY POINT ROAD MARION MA 02738 0.00 0 NONE NONE 2381777 214825 0 2596602 0 2596602 38949 2557653 127883 127883 1025 1025 126858 126858 126858 140035 140035 1025 139010 126858 38880 140035 38880 0 101155 25703 Christopher Makepeace 200 Tihonet Road Wareham MA 02571 5087481665 Description of organization, proof of exempt status, list of Board of Directors None None Buzzards Bay Area Habitat for Human PO Box 1584 Mattapoisett MA 02739 None Public Unrestricted 5000 New Bedford Art Museum 608 Pleasant Street New Bedford MA 02740 None Public Unrestricted 20000 Women's Fund Community Foundation 227 Union Street New Bedford MA 02740 None PRVT Unrestricted 5000 ZEITERION PERFORMING ARTS CENTER 684 PURCHASE ST NEW BEDFORD MA 02741 None PRVT UNRESTRICTED 2000 SOUTHCOAST HEALTH SYSTEM-TOBEY HOSP 101 PAGE STREET NEW BEDFORD MA 02740 None PRVT Unrestricted 10000 Damien's Place 226 Great Neck Road Wareham MA 02571 None PRVT UNRESTRICTED 1000 Nativity Preparatory School 66 Spring Street New Bedford MA 02740 None PRVT UNRESTRICTED 5000 Buzzards Bay Musicfest PO Box 443 Marion MA 02738 NONE Prvt Unrestricted 1500 GOULD ACADEMY ANNUAL FUND Gould Academy Bethel ME 04217 NONE Prvt Unrestricted 3500 MARION INSTITUTE 3 Barnabas Road Marion MA 02738 NONE Prvt Unrestricted 3000 TABOR ACADEMY - JC MAKEPEACE SCHOLA Front Street Marion MA 02738 NONE PRVT THE John C. Makepeace MEMORIAL Scholarship Fund 20000 YMCA Southcoast 18 South Water Street New Bedford MA 02740 NONE PRVT UNRESTRICTED 21500 South Shore Mental Health 500 Victory Road Quincy MA 02171 NONE PRVT UNRESTRICTED 1500 Community Nurse Hospice Care 62 Center Street Fairhaven MA 02719 NONE PRVT UNRESTRICTED 1500 NEW BEDFORD WOMEN'S CENTER 405 County Street New Bedford MA 02740 NONE PRVT UNRESTRICTED 5000 RD STILLMAN MEMORIAL SCHOLARSHIP FU 219 Sandwich Road Wareham MA 02571 NONE PRVT UNRESTRICTED 3500 CRANBERRY RESEARCH FOUNDATION 3203-B Cranberry Highway East Wareham MA 02538 NONE PRVT UNRESTRICTED 2500 COMMUNITY RESOURCES NETWORK 75 High Street Wareham MA 02571 NONE PRVT UNRESTRICTED 2000 WAREHAM PUBLIC SCHOOLS 54 Marion Road Wareham MA 02571 NONE PRVT UNRESTRICTED 20000 United Negro College Fund 321 Columbus Avenue 3rd Floor Boston MA 02116 NONE Public UNRESTRICTED 1500 EVERGREEN HOUSE 2875 Cranberry Highway Wareham MA 02538 NONE PRVT UNRESTRICTED 5000 140000 14 77116 18 30636 337 107752 108089 false false false false false false false false false false Benoit and McArdle 2650 2650 2650 0 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 Rounding 1 Bank Charges 28 28 28 337 337 337 American Research Investment Fees 20365 20365 20365 0 Foreign taxes 2817 2817 Commonwealth of Massachusetts 35 35