2012-05-14T10:28:00-07:00 2011-12-31 BENOIT & MCARDLE PC 240 WAREHAM RD - P O BOX 1037 MARION MA 027381037 990PF 2011-01-01 046863845 THE MAURICE AND ANNE MAKEPEACE FAMILY FOUNDATION MAUR 5087481665 77 PINEY POINT ROAD MARION MA 02738 CHRISTOPHER MAKEPEACE 2012-05-11 true Joseph L McArdle Jr CPA 5087481611 2011 2016-02-24 21:20:13Z X 2463547 X X 65771 65771 65771 28471 79878 34357 94242 100128 65771 2650 2650 2650 20311 20311 20311 10659 2458 35 33620 25419 22961 35 98250 98250 131870 25419 22961 98285 -37628 74709 42810 680 1171 1171 417388 261627 261627 101000 50074 50133 1467874 1714090 2150616 77648 2064590 2026962 2463547 0 X 2064590 2026962 2064590 2026962 2064590 2026962 2064590 -37628 2026962 2026962 1200 Shs Microsoft P 2001-11-13 2011-05-25 28993 35944 -6951 -6951 200 Shs Johnson & Johnson D 1993-04-14 2011-05-25 13188 2016 11172 11172 500 Shs Encana P 2002-08-15 2011-05-25 17005 3894 13111 13111 500 Shs Cenovus Energy P 2002-08-15 2011-05-25 17835 3667 14168 14168 Cap Gain Distribution P 2000-01-01 2011-12-31 2857 2857 2857 34357 false 103535 2396933 0.04320 115699 2196798 0.05267 161190 2737129 0.05889 125035 2953975 0.04233 139974 2811376 0.04979 0.24687 0.04937 2525516 124695 747 125442 98285 1494 1494 1494 4800 4800 3306 3306 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 2104129 459847 0 2563976 0 2563976 38460 2525516 126276 126276 1494 1494 124782 124782 124782 98285 98285 98285 124782 12383 98285 12383 0 85902 38880 Christopher Makepeace 200 Tihonet Road Wareham MA 02571 5087481665 Description of organization, proof of exempt status, list of Board of Directors None None 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 10000 YMCA Southcoast 18 South Water Street New Bedford MA 02740 NONE PRVT UNRESTRICTED 2750 South Shore Mental Health 500 Victory Road Quincy MA 02171 NONE PRVT UNRESTRICTED 1500 TABOR ACADEMY ANNUAL FUND Front Street Marion MA 02738 NONE PRVT UNRESTRICTED 10000 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 HABITAT FOR HUMANITY 191 Main Street 209 Wareham MA 02571 NONE PRVT UNRESTRICTED 5000 EVERGREEN HOUSE 2875 Cranberry Highway Wareham MA 02538 NONE PRVT UNRESTRICTED 5000 98250 14 65771 18 28471 94242 94242 false false false false false false false false false false Benoit & McArdle 2650 2650 2650 0 3000 Shs JP Morgan Chase 76620 76650 2000 SHS USB CAPITAL VIII 6.35% PFD 64183 75837 1000 SHS POTASH CORP OF SASKATCHEWAN 47681 41280 3000 SHS GOLDMAN SACHS 6.2% PFD 71227 72030 3500 SHS CENOVUS ENERGY 45037 116200 100 SHS CME GROUP 30490 24367 2000 shs Realty Income Corp 48229 69920 500 shs MSC Industrial Direct 20362 35775 50 shs J G Boswell 34131 34750 1000 shs Expeditors Intl Wash 42015 40960 2000 shs Privatebancorp 52220 53340 750 shs Occidental Pete 40201 70275 1000 shs Illinois Tool Works 44573 46710 1000 shs Chevron Texaco 67030 106400 4000 shs Glacier Bancorp 56677 48119 1500 shs Church & Dwight 27319 68640 1300 shs Adobe Systems 37261 36751 940 shs TORONTO DOMINION BANK ONTARIO 38334 70321 600 SHS WATERS CORPORATION 23764 44430 1000 shs NOVARTIS AG SPONSORED ADR 51101 57169 1500 shsTranscanada 33670 65504 1100 shs PepsiCo 61009 72984 600 SH EXXON MOBIL 22022 50856 1700 SH PLUM CREEK TIMBER 46491 62152 3500 SH ENCANA 55011 64855 1000 Shs Mosaic 57262 50430 2000 Shs Leucadia National 49349 45480 1000 SHRS PROCTER & GAMBLE 44127 66710 1200 SHRS MICROSOFT 1000 SHRS MERCK 61164 37700 2000 Shs Jeffries Group 23092 27500 2000 Shs A T & T 58278 60480 1400 SHRS JOHNSON & JOHNSON 55316 91812 4000 SHRS GENERAL ELECTRIC 116833 71640 2100 SHRS DOVER CORP 71725 110295 2500 SHRS ANALOG DEVICES 40286 82294 50074 50133 American Research Investment Fees 20311 20311 20311 0 Foreign taxes 2458 2458 Federal excise tax 8166 Commonwealth of Massachusetts 35 35