THE MAURICE AND ANNIE MAKEPEACE FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE MAURICE AND ANNIE MAKEPEACE FAMILY FOUNDATION (EIN 04-6863845)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-10
- IRS object ID
- 201121309349100402
- Schema version
- 2010v3.2
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-10T08:49:29-04:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Benoit & McArdle P C | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 1037 - 240 Wareham Road | AddressLine1 |
| City | Marion | City |
| State | MA | State |
| ZIP Code | 02738 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | 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 & ANNE MAKEPEACE FAMILY FOUN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MAUR | NameControl |
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 | Joanna Bennett | Name |
| Title | Trustee | Title |
| Phone | 5087481665 | Phone |
| Date Signed | 2011-05-02 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Joseph L McArdle Jr CPA | Name |
| Phone | 5087481611 | Phone |
| Date Prepared | 2011-05-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 2561137 | 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 | 63838 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 63838 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 63838 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 99963 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 393330 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 189928 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 15726 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 163801 | TotalRevenueAndExpenses |
| Total Net Investment Income | 253766 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 79564 | 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 | 19515 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 19515 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 19515 | OtherProfFeesAdjNetIncm |
| Taxes Rev And Expnss | 2363 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 2328 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 35 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 24528 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 24493 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 22165 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 35 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 103500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 103500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 128028 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 24493 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 22165 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 103535 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 35773 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 229273 | NetInvestmentIncome |
| Adjusted Net Income | 57399 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 680 | CashEOY |
| Cash EOYFMV | 680 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 120129 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 417388 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 417388 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 983 | PrepaidExpensesBOY |
| Investments Govt Oblig BOY | 301851 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 101000 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 101166 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1525214 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1467874 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1964566 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 80640 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 77648 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 77337 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 2028817 | TotalAssetsBOY |
| Total Assets EOY | 2064590 | TotalAssetsEOY |
| Total Assets EOYFMV | 2561137 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2028817 | RetainedEarningsBOY |
| Retained Earnings EOY | 2064590 | RetainedEarningsEOY |
| Total Net Assets BOY | 2028817 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2064590 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2028817 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2064590 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2028817 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 35773 | ExcessOfRevenueOverExpenses |
| Subtotal | 2064590 | Subtotal |
| Total Net Assets Fund Balances EOY | 2064590 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 200 ANALOG DEVICES | P | 1993-11-02 | 2010-06-15 | 5995 | 751 | 5244 | 5244 |
| 600 AUTOMATIC DATA PROCESSING | P | 2003-11-11 | 2010-10-29 | 26710 | 20270 | 6440 | 6440 |
| 200 DOVER CORP | P | 1993-01-07 | 2010-06-15 | 9277 | 2271 | 7006 | 7006 |
| 2000 FORTUNE BRANDS | P | 2008-12-04 | 2010-12-08 | 123249 | 77964 | 45285 | 45285 |
| 300 JOHNSON AND JOHNSON | P | 1993-04-14 | 2010-06-15 | 18699 | 3024 | 15675 | 15675 |
| 1000 MEDTRONIC | P | 2002-08-15 | 2010-06-15 | 38587 | 42250 | -3663 | -3663 |
| 400 POTASH CORP OF SASKATCHEWAN | P | 2009-11-02 | 2010-09-02 | 58587 | 42861 | 15726 | 15726 |
| 200 PROCTER AND GAMBLE | P | 1991-12-18 | 2010-01-06 | 12109 | 2474 | 9635 | 9635 |
| 1500 STATE STREET | P | 1980-01-01 | 2010-10-29 | 63691 | 480 | 63211 | 63211 |
| 600 TELEFLEX | P | 1994-04-13 | 2010-10-29 | 33570 | 11057 | 22513 | 22513 |
| PLUM CREEK TIMBER | P | 2000-12-31 | 2010-12-31 | 2856 | 2856 | 2856 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 189928 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 15726 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 115699 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2196798 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.052667 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 161190 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2737129 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.05889 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 125035 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2953975 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.042328 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 139974 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2811376 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.049788 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 150600 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2791923 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.053941 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.257615 | TotalDistributionRatio |
| Average Distribution Ratio | 0.051523 | AverageDistributionRatio |
| Net Noncharitable Assets | 2396933 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 123497 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2293 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 125790 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 103535 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4585 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 4585 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 4585 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1219 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1219 | TotalCreditsAndPayments |
| Tax Due | 3366 | TaxDue |
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 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| 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 |
| Books In Care Of Person Name | AMERICAN RESEARCH AND MANAGEME | BooksInCareOfPersonName |
| 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
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 | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| Christopher Makepeace | ||||||||
| 77 Piney Point Road | Marion | MA | 02738 | Trustee | 0 | 0 | 0 | 0 |
| Joanna Bennett | ||||||||
| 25 South Street | Marion | MA | 02738 | Trustee | 0 | 0 | 0 | 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 | 2187417 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 246018 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2433435 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2433435 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 36502 | CashDeemedCharitable |
| Net Noncharitable Assets | 2396933 | NetNoncharitableAssets |
| Minimum Investment Return | 119847 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 119847 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4585 | TaxBasedOnInvestmentIncome |
| Total Tax | 4585 | TotalTax |
| Distributable Amount Before Adj | 115262 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 115262 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 115262 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 103535 | ExpensesAndContributions |
| Qualifying Distributions | 103535 | QualifyingDistributions |
| Adj Qualifying Distributions | 103535 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 115262 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 656 | UndistributedIncomePriorYear |
| Qualifying Distributions | 103535 | QualifyingDistributions |
| Applied To Year1 | 656 | AppliedToYear1 |
| Applied To Current Year | 102879 | AppliedToCurrentYear |
| Undistributed Income CY | 12383 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | C 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 ORGANIZATIONPROOF OF EXEMPT STATUSLIST 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 |
|---|---|---|---|---|---|---|---|
| NATIVITY PREPARATORY SCHOOL | |||||||
| 66 SPRING ST | NEW BEDFORD | MA | 02740 | NONE | PRIVATE | UNRESTRICTED | $5,000 |
| COMMUNITY FOUNDATION OF SE MA | |||||||
| 227 UNION ST - SUITE 609 | NEW BEDFORD | MA | 02740 | NONE | PRIVATE | UNRESTRICTED | $5,000 |
| COMMUNITY RESOURCES NETWORK | |||||||
| 75 HIGH STREET | WAREHAM | MA | 02571 | NONE | PRIVATE | UNRESTRICTED | $2,000 |
| BUZZARDS BAY HABITAT HUMANITY | |||||||
| 191 MAIN ST | WAREHAM | MA | 02571 | NONE | PRIVATE191 | UNRESTRICTED | $2,500 |
| CRANBERRY RESEARCH FOUNDATION | |||||||
| 3203B CRANBERRY HIGHWAY | EAST WAREHAM | MA | 02538 | NONE | PRIVATE | UNRESTRICTED | $2,500 |
| DAMIENS PLACE | |||||||
| 226 GREAT NECK ROAD | WAREHAM | MA | 02571 | NONE | PRIVATE | UNRESTRICTED | $1,000 |
| EVERGREEN HOUSE | |||||||
| 2875 CRANBERRY HIGHWAY | EAST WAREHAM | MA | 02538 | NONE | PRIVATE | UNRESTRICTED | $5,000 |
| GOULD ACADEMY | |||||||
| 39 CHURCH ST | BETHEL | ME | 04217 | NONE | PRIVATE | ANNUAL FUND2010-2011 | $3,500 |
| MARION INSTITUTE | |||||||
| 3 BARNABAS ROAD | MARION | MA | 02738 | NONE | PRIVATE | UNRESTRICTED | $1,500 |
| MARION INSTITUTE | |||||||
| 3 BARNABAS ROAD | MARION | MA | 02738 | NONE | PRIVATE | INNOVATIVEFRONTIERS | $1,500 |
| NEW BEDFORD WOMENS CENTER | |||||||
| 405 COUNTY ST | NEW BEDFORD | MA | 02740 | NONE | PRIVATE | UNRESTRICTED | $5,000 |
| R D STILLMAN MEMORIAL | |||||||
| 219 SANDWICH RD | WAREHAM | MA | 02571 | NONE | PRIVATE | R D STILLMANSCHOLARSHIP FUND | $2,500 |
| SOUTH SHORE MENTAL HEALTH | |||||||
| 500 VICTORY ROAD | QUINCY | MA | 02171 | NONE | PRIVATE | BAYVIEW ASSOCIN WAREHAM | $1,500 |
| SOUTHCOAST HEALTH SYSTEM | |||||||
| 101 PAGE ST | NEW BEDFORD | MA | 02740 | NONE | PRIVATE | TOBEY HOSPITAL | $10,000 |
| TABOR ACADEMY ANNUAL FUND | |||||||
| FRONT STREET | MARION | MA | 02738 | NONE | PRIVATE | UNRESTRICTED | $10,000 |
| TABOR ACADEMY | |||||||
| FRONT STREET | MARION | MA | 02738 | NONE | PRIVATE | JOHN C MAKEPEACEMEMORIALSCHOLARSHIP FUND | $10,000 |
| WAREHAM PUBLIC SCHOOLS | |||||||
| 54 MARION ROAD | WAREHAM | MA | 02571 | NONE | PRIVATE | ALTERNATIVEDAY PROGRAM | $20,000 |
| YMCA SOUTHCOAST | |||||||
| 18 SOUTH WATER ST | NEW BEDFORD | MA | 02740 | NONE | PRIVATE | GLEASON FAMILYYMCA | $1,500 |
| YWCA SOUTHEASTERN MA | |||||||
| 20 SOUTH SIXTH ST | NEW BEDFORD | MA | 02740 | NONE | PRIVATE | NEW BUILDINGCAPITAL CAMPAIGN | $10,000 |
| ZEITERION PERFORMING ARTS CTR | |||||||
| PO BOX 4084 | NEW BEDFORD | MA | 02741 | NONE | PRIVATE | UNRESTRICTED | $2,000 |
| BUZZARDS BAY MUSIC FEST | |||||||
| 145 FRONT STREET | MARION | MA | 02738 | NONE | PRIVATE | UNRESTRICTED | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 103500 | 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 | $63,838 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $99,963 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $163,801 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 163801 | 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 & MCARDLE PC | Category |
| Amount | $2,650 | Amount |
| Net Investment Income | 2650 | NetInvestmentIncome |
| Adjusted Net Income | 2650 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | HERSHEY CO 5.3% DUE 9/1/11 | NameOfBond |
| EOY Book Value | 77648 | EOYBookValue |
| EOYFMV | 77337 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (37 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 2300 SHS ANALOG DEVICES | 40286 | 86641 |
| 1900 SHS DOVER CORP | 71725 | 111055 |
| 4000 SHS GENERAL ELECTRIC | 116833 | 73160 |
| 1600 SHS JOHNSON & JOHNSON | 63218 | 98960 |
| 1000 SHS MEDTRONIC | ||
| 1000 SHS MERCK | 61164 | 36040 |
| 1200 SHS MICROSOFT | 35944 | 33492 |
| 1000 SHS PROCTER & GAMBLE | 44127 | 64330 |
| 1500 SHS STATE STREET | ||
| 600 SHS TELEFLEX | ||
| 4000 SHS ENCANA | 58904 | 116480 |
| 1700 SHS PLUM CREEK TIMBER | 46491 | 63665 |
| 600 SHS EXXON MOBIL | 22022 | 43872 |
| 600 SHS AUTOMATIC DATA PROC | ||
| 1100 SHS PEPSICO | 61009 | 71862 |
| 1500 SHS TRANSCANADA | 33670 | 57060 |
| 1000 SHS NOVARTIS AG | 51101 | 58949 |
| 600 SHS WATERS CORP | 23764 | 46626 |
| 940 SHS TORONTO DOMINION BANK | 38334 | 69851 |
| 1300 SHS ADOBE SYSTEMS | 37261 | 40014 |
| 750 SHS CHURCH & DWIGHT | 27319 | 51765 |
| 1000 SHS GLACIER BANCORP | 20799 | 15109 |
| 1000 SHS CHEVRON TEXACO | 67030 | 91250 |
| 1000 SHS ILLINOIS TOOL WORKS | 44573 | 53400 |
| 750 SHS OCCIDENTAL PETE | 40201 | 73575 |
| 1000 SHS EXPEDITORS INTL | 42015 | 54600 |
| 50 SHS J G BOSWELL | 34131 | 37500 |
| 2000 SHS FORTUNE BRANDS | ||
| 500 SHS MSC INDUSTRIAL | 20362 | 32345 |
| 2000 SHS REALTY INCOME | 48945 | 68400 |
| 100 SHS CME GROUP | 30490 | 32175 |
| 4000 SHS CENOVUS ENERGY | 48704 | 132960 |
| 3000 SHS GOLDMAN SACHS 62 | 71227 | 72450 |
| 200 SHS POTASH CORP | ||
| 3000 SHS USB CAPITAL VIII | 64183 | 74580 |
| 3000 JP MORGAN CHASE CAP X | 76620 | 75930 |
| 1000 PRIVATE BANCORP TR IV | 25422 | 26470 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 101000 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 101166 | USGovtSecuritiesEOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | Category |
| Amount | $19,515 | Amount |
| Net Investment Income | 19515 | NetInvestmentIncome |
| Adjusted Net Income | 19515 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAXES | $2,328 | 2328 | 0 | 0 |
| STATE OF MA | $35 | 0 | 0 | 35 |